IT Project Planning & Prioritization
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TitleDescription & BenefitsTagsStakeholderStakeholder EmailRough
IT Request
Link to IT Request FormLink to Supplemental InfoLink to UserVoice FeedbackTech
StatusStatus Updated


Cost to
Gift MembershipsA streamlined online process for giving a gift membership will increase our memberships and membership revenue while reducing the staff time required to process them. In the 2014-15 and 2015-16 holiday seasons, ~240 gift memberships were purchased and accounted for ~$14k of membership revenue. In the off-season, we receive roughly one per week. Our Member Services Team spends countless hours processing these manually, a 40-step process, using our website’s "merchandise" feature. Our members and their gift membership recipients are often confused by how to redeem code that we give them to start their membership.
Member Experience;
Cost Reduction
Kristina Ciarikristinac@mountaineers.orgLargeYesn/aSD127 (2)
$23$6,325Ranked2017-08Discovery is needed to define the gift membership purchase and redemption process so that our developers can estimate it.88875
Self-reporting and Tracking Volunteer HoursAdding a feature to capture self-reported volunteer hours and display these and those captured by activities and events on a “My Volunteers Hours” page will allow volunteers to tell us about the hours they give that we can easily capture more automatically. Improve tracking of volunteer hours will give volunteers more pride in their engagement with us and allow us to more accurately report volunteer hours for our annual report, grant submissions, and donor cultivation.
Volunteer Experience;
Tess Wendeltessw@mountaineers.orgMediumNon/an/aSD394 (8)
SD396 (3)
SD399 (3)
SD400 (5)
SD401 (8)
27 points$7,425Ranked2017-0385878
Organizations & Online InvoicingSet up organization in our website so that we can sync them to the existing organizations in SF. This will allow us to connect contacts, activities & courses (Mountain Workshops), events (Program Center Clients) and lodge stays (Outdoor Center Groups & Clients) to them for better tracking. We'll be able to add invoices that the organization contact can pay online, taking advantage of our existing online payment process and Salesforce reporting. We can also allow members and guests to show their other organization affiliations on their profile by letting them add them to list displayed on their My Profile page.Efficiency;
Cost Reduction;
Member Experience;
Volunteer Experience;
Outdoor Centers
Becca Polglase
Andriana Fletcher
Tom Varga;;
LargeYesOrganizations & Online Invoicing & Manage Client, Group and Partner Contracts from SalesforceOrganization, Online Invoicing and Contracts Supplemental Info17914396SD562 (8)
SD565 (8)
SD567 (3)
SD557 (8)
SD418 (5)
SD564 (2)
SD563 (2)
SD570 (13)
SD571 (2)
SD556 (0)
66 points + SF$18,000$22,400Ranked2017-08978747.5
Registration Open Email ReminderAdding the ability for members and guests to request an email reminder be sent the day before an activity, course or event opens for registration will allow members and guests to more often participate in activities that interest them.
Member ExperienceTess Wendeltessw@mountaineers.orgMediumNon/an/a7457242SD509 (8)8 points + SF$2,700$31,425Ranked2017-03849877.5
Alerts & NotificationsImprove the My Preferences page by adding and “Alerts & Notifications” section where members and guests can choose to get an email as new content that meets their criteria is added to our website.
Member ExperienceTess Wendeltessw@mountaineers.orgLargeYesAlerts & Notificationsn/a7457242SD508 (13)
SD599 (8)
SD600 (3)
SD601 (3)
27 points$7,425$38,850Ranked2017-08We have a mockup and user story for this, but some discovery is needed to determine the best way to implement and estimate this feature. 8510757.5
Improve Roster Functionality: Make Sort StickExample: If you want to sort by name, let the name sort stick while you make edits to other people on the roster. AKA Remember my roster sort."Volunteer ExperienceTess Wendeltessw@mountaineers.orgMediumYesImprove Roster FunctionalityRoster Improvements7166463SD581 (2)2 points$550$46,825Ranked2017-08749787.2
Sorting for SearchesAdding sorting criteria to our activity, course, instructor opportunity, route/place, trip report and book searches much like we have for our site search will allow members and guests to more easily find what they want.
Member ExperienceTess Wendeltessw@mountaineers.orgSmallNon/an/a6763345SD504 (5)5 points$1,375$48,200Ranked2017-036581097.2
Donation Tracking PortletA Donation Tracking Portlet (aka “Donation Thermometer”) that is based on a campaign’s goal and amount collected for a given date range will allow donors to see our fundraising goal for a campaign and how close we are to meeting it in real-time. It should have an option to display a graphic (like a thermometer) that changes based on the amount collected vs. the goal.
Development (Fundraising);
Member Experience
Mary Hsuemaryh@mountaineers.orgMediumNon/an/a14941914SD514 (5)
SD598 (3)
8 points + SF$2,200$50,400Ranked2017-08We need to have this story estimated.797767.2
Incident Reporting and Tracking SystemCreating an incident reporting and tracking system based on Risk Management Assessment and Safety Committee input will allow our Safety Committee to more easily investigate, track, and report on accidents and incidents that occur at our activities.Volunteer Experience;
David Shema;
Bill Ashby;
MediumNon/an/a7002958SD52 (5)
SD466 (3)
SD465 (5)
13 points$3,575$53,975Ranked2017-03The estimate is for a simple system for which we have developed and estimated user stories.

Note that leaders and participants may currently submit an Incident Report for activities in which they participated and Safety Concerns for courses and events in which they participated.

At the very least, we should probably create a way to view and export this data from the website with an eye toward drafting the annual safety report and for investigating serious incidents.
Outdoor Centers: Cancel a Lodge StayAs a volunteer admin on an outdoor center committee, allow me to cancel one or more lodge stays for our lodge, so that members and guests will know that it has been canceled (on the website), that those who registered will be notified of the cancellation, and so that staff can issue refunds to those who registered and paid.Outdoor Centers;
Financial Risk;
Cost Reduction
Tom Vargatom@teamvarga.comSmallNon/an/a19127521SD568 (3)3 points$825$54,800Ranked2017-047569107.1
Improve Roster Functionality: Tracking Mentored LeadersHow to show mentored leaders on trip (perhaps leave as is but automatically make anyone whose role is co-leader or mentored leader a roster admin and check the "show as contact" checkbox. How to show on committee roster. Probably Leader box checked with mentored leader note and a "short" expiration date. Also add survey aimed at trips with mentored leader (show this feedback to primary leader, co leader and mentored leader)Volunteer ExperienceTess Wendeltessw@mountaineers.orgMediumYesImprove Roster FunctionalityRoster Improvements19159216GH2494
SD582 (5)
8 points$2,200$57,000Ranked2017-08858667.1
Recommended Reading for EventsShow a list of the “recommended reading” when RSVPing for an event so that members and guests may more easily purchase books for events like BeWild and new book releases.
Member Experience
Doug Canfielddougc@mountaineersbooks.orgSmallNon/an/a18354346SD583 (3)3 points$825$57,825Ranked2017-0368510107.1
Course-to-Activity Roster ManagementAllow an activity roster to be populated from a course roster. This will be helpful for our Summer Camps.Youth;
Cost Reduction
Becca Polglasebeccap@mountaineers.orgSmallNon/an/a17914378SD440 (5)5 points$1,375$59,200Ranked2017-016761097.0
Improve Instructor, Volunteer & Trip Leader RecruitmentMembers and guests can tell us about their volunteer skills and interests and we have a search where our volunteer leaders and admins and find them based on their skills and interests. We now need a way to filter them based on skills we have identified that they have (most likely course and leader badges) so that we can contact them email to ask for their help.
Member Experience;
Volunteer Experience
Tess Wendeltessw@mountaineers.orgLargeYesImprove Instructor, Volunteer & Trip Leader Recruitmentn/a8718226SD477 (13)
SD478 (5)
18 points$4,950$64,150Ranked2017-08Discovery is needed before we can determine an implementation estimate.967457.0
Manage Client, Group and Partner Contracts OnlineSome of the benefits of managing client, group and partner contracts from online:
--The digital contracts will eliminate paper contracts that must be mailed back-and-forth or returned in person.
--The digital contracts will be easier to find and review in Salesforce than their paper counterparts.
--Allowing staff to more quickly, efficiently and accurately create contracts for our facility rental clients, lodge groups, and Mountain Workshops partners
--It will be easier, faster and more efficient for approvers to sign and return their contracts.
Cost Reduction;
Member Experience;
Volunteer Experience
Becca Polglase
Andriana Fletcher
Tom Varga;;
MediumYesOrganizations & Online Invoicing & Manage Client, Group and Partner Contracts from SalesforceOrganization, Online Invoicing and Contracts Supplemental Info17914567SD547SD547

Plone (prefered so volunters can use this feature): 13 points

SF: $2,000 for implementation and training

$1,500-$3,000 per year in ongoing operating expense of the form and document signing platform
$6,500$70,650Ranked2017-08This was spec'd for Salesforce, but we need to re-evaluate for the website so that volunteers can manage contracts too. We can consider Salrsforce "Community" licensing at an added cost if the number of volunteers who need access will be low (there are a few pricing structures fro this plus some added satff time for extra management).866676.9
Improve Roster Functionality: Badge RostersMake sure there is pagination and the ability to search on large badge rosters. We'd also like downloading rosters to be fixed. Also need to be able to bulk update expiration date.Volunteer ExperienceTess Wendeltessw@mountaineers.orgMediumYesImprove Roster Functionalityn/a19159321SD584 (8)8 points$2,200$72,850Ranked2017-08775776.5
Calendar View of My ActivitiesAdding a calendar view of the My Activities page will allow members and guests to better manage their schedules.
Member ExperienceTess Wendeltessw@mountaineers.orgMediumNon/an/a6732621SD411 (8)8 points$2,200$75,050Ranked2017-034391086.3
Photo Credit and CaptionAllowing members and guests to add credit and caption information to photos they upload to our website, and display that info with the photo will increase the likelihood that they will submit photos and give them a sense of pride that will increase their engagement with us.
Member ExperienceKristina Ciarikristinac@mountaineers.orgMediumNon/an/a9045760SD481 (5)
SD485 (3)
8 points$2,200$77,250Ranked2017-03548786.3
Merge and Retire Routes & PlacesDespite our efforts to merge duplicates before the new website migration and with our new added flexibility for “combo routes,” we need the ability to merge and retire Routes & Places. And be able to do it in a way that does not adversely affect the activities and trip reports to which they are connected and so that our Routes & Places better serve their two primary functions--preventing us from sending two groups to the same place at the same time and being an online guidebook for our members and guests.
Cost Reduction;
Member Experience;
Volunteer Experience
Jeff Bowmanjeffb@mountaineers.orgSmallNon/an/a17914594SD510 (5)5 points$1,400$78,650Ranked2017-033771096.2
Activity Search Calendar ViewAdding a calendar view to the activity search results will allow members and guests to more easily find activities that fit their schedule.
Member ExperienceTess Wendeltessw@mountaineers.orgSmallNon/an/a8683264SD501 (5)5 points$1,400$80,050Ranked2017-034381096.2
Single vs. Multi-day and Days of the Week Filters for Activity SearchAdding a “single vs. multi-day” and “days of the week” filters to the activity search will allow members and guests to more easily find activities that fit their schedule.
Member ExperienceTess Wendeltessw@mountaineers.orgSmallNon/an/a7910340SD502 (3)
SD503 (3)
6 points$1,700$81,750Ranked2017-034381096.2
Clone EventsAdd a feature to clone Events like we can do for Lodge Stays. This would be much like a "recurring events" feature.Volunteer Experience; EventsAndriana Fletcherandrianaf@mountaineers.orgMediumNon/an/a17914111SD585 (5)5 points$1,375$83,125Ranked2017-083581086.0
Improve Event Detail Page ViewImprove the event detail page view so that it is more like those for other views like activities, courses and lodge stays. There will be some small reorganization of basic information (e.g. remove phone number), the addition of a tabbed nav area (map/address, roster, and details for volunteers tabs), and showing recommended reading.Member Experience; Volunteer Experience; EventsAndriana Fletcherandrianaf@mountaineers.orgSmallNon/an/a17914141SD586 (3)3 points$825$83,950Ranked2017-0833710105.8
Monthly Payment SystemImplement a monthly payment system for courses and youth programs (with start and end payment dates specified). It is important so that can eliminate storage of people’s credit card on file at the Program Center, a financial/payment security issue.
Financial Risk;
Cost Reduction
Becca Polglasebeccap@mountaineers.orgLargeYesYouth Program Payment Systemn/a16938802SD443 (20)
SD432 (5)
25 points + SF$8,325$92,275Ranked2017-04This can be used to make our expensive courses, youth programs and global adventures more accessible.656655.7
Program Center Event "Add Activity" ButtonsMake adding an activity at a Program Center easier by adding buttons on the event details page that appear after the event is published. These buttons will start the activity scheduling process for the appropriate program center route/place using the event start and end dates.
Volunteer ExperienceTess Wendeltessw@mountaineers.orgSmallNon/an/a17914636SD460 (3)3 points$825$93,100Ranked2017-0332510105.1
Error Check for Instructor RequirementAdding error check for adding and editing a course activity where instructors are needed but there is no instructor prerequisite badge will ensure that activities are set up correctly. This will ensure that members and guests who are qualified can register as an instructor and to be sure that only those who are qualified can register to be an instructor.Volunteer ExperienceTess Wendeltessw@mountaineers.orgSmallNon/an/a17914615SD479 (2)2 points$550$93,650Ranked2017-08We have the story written but need to have it estimated. It will like be in the 3-8 point range and $750-$2,000.3251084.8
Selling eBooks OnlineSelling eBook, ePub and PDF titles online will allow us to fully integrate sales into, fully serving our members and guests on one website.Books;
Website Integration
Doug Canfielddougc@mountaineersbooks.orgLargeYesSellinng eBooks Onlinen/a8700664SD286 (tbd)
SD307 (tbd)
SD310 (tbd)
SD413 (tbd)
SD518 (tbd)
SD519 (tbd)
SD520 (tbd)
60+ Points$17,000$110,650Ranked2017-08We have user stories for this, but some discovery is needed to determine the best way to implement this feature. It seems like that it could be as much as two development iterations ranging in cost from $12,000-$17,000.

Promo Codes: Bulk DiscountAs a site visitor let me use a promo code to get a bulk discount when I purchase a bunch of the same type items (e.g. books).
BooksWeb Changwebc@mountaineersbooks.orgMediumNon/an/aSD332 (13)
13 points$3,575
Promo Codes: Buy One Get One FreeAs a site visitor allow me to use a promo code to purchase one item and receive another of equal or lesser value for free.
BooksWeb Changwebc@mountaineersbooks.orgSmallNon/an/aSD334 (5)
5 points$1,375
Promo Code: Bulk Discount for Purchasing from a SeriesAs a site visitor let me use a promo code to get a bulk discount when I purchase a bunch of items from the same series (e.g. books in the Day Hiking series)BooksWeb Changwebc@mountaineersbooks.orgMediumNon/an/aSD484 (8)
8 points$2,200
Promo Codes: Dollar Amount Discount for "Entire" Shopping CartAs a site visitor allow me to use a promo code that gives me a dollar amount discount on everything in my shopping cart up to the total amount of items in my shopping cart that qualifies.BooksWeb Chang
Tess Wendel; tessw@mountaineers.orgMediumNon/an/aSD410 (8)
8 points$2,200
Promo Codes: Offer Discount for Books Added via a Registration ProcessAs a person registering for a course, course activity, trip activity or an event, give me a discount on any of the books that I added to my shopping cart from the book page shown at the end of the registration process. When I'm viewing the recommended books page, during checkout it will show me the amount of discount I'll receive.

If I have a member promo code in the same cart, whichever promo code is greater will apply (the better deal). This book promo code will apply even if I register for the course at a different time.
BooksWeb Changwebc@mountaineersbooks.orgMediumNon/an/aSD425 (8)
8 points$2,200
Promo Codes: Discounts that trigger when someone fulfills a requirementAs a site visitor let me use a promo code to get a discount that applies when I hit certain prerequisites. For example, spend $100 get a 20% discount, or buy 6 books get free shipping.
BooksWeb Changwebc@mountaineersbooks.orgMediumNon/an/aSD521 (tbd)
Spring-Summer FYE15