/Impact-Management-NGO

This Community Sprint project is to explore how we might incorporate impact measurement elements into the Program Management Module and Outbound Funds Module to enable standardized program outcomes and impact data in both.

Primary LanguageRobotFrameworkBSD 3-Clause "New" or "Revised" LicenseBSD-3-Clause

Impact-Data-Management-NGO

This Community Sprint project is to explore how we might incorporate impact measurement elements into the Program Management Module and Outbound Funds Module to enable standardized program outcomes and impact data in both.

Project Theme

Impact Management

Project Vertical

This project focused on nonprofits - while we are agnostic about the focus of the nonprofits, one key element of this project is to build a lightweight data management infrastructure and the theoretical client for this is small-to-medium nonprofits with limited existing impact management infrastructure.

Hub Group Link

https://powerofus.force.com/s/group/0F91E000000LmUOSA0/sprint-project-impact-management-ngo

Current Project Team

Help us give you the thanks you deserve and ensure future contributors know who to contact if they have questions! Please ensure that all contributing members of the team are included.

  • Team Leader(s): Bill Corkill, Matt Martin, Jessica Rosenberg
  • GitHub Scribe(s): Jessica Rosenberg, Matt Martin

List of all Contributors:

  • Raul Araiza
  • Peter Blair
  • Bill Corkill
  • Kristin Dorage
  • Jacqueline Fassett
  • Damian Hajda
  • Zak Kaufman
  • Matthew Martin
  • Andrew Means
  • Evan Paul
  • Utsav Poddar
  • Mary Pustejovsky
  • Jessica Rosenberg
  • Jaclene Roshan
  • Annie Shek
  • Kate Smiles
  • To Tsang
  • Tamara Wojdylo
  • Dan Flanigan (Feb 21)
  • Peter White (Feb 21)
  • Justin Barss (Feb 21)
  • Abby Morrow (Feb 21)
  • Eugene Chan (Feb 21)
  • Jay Delaune (Feb 21)
  • Katie Kourtakis (Feb 21)
  • Maria Lawler (Feb 21)
  • Rachel Bloom (Feb 21)
  • Victor Nininger (Feb 21)
  • Daniel Breedveld (Feb 21)

Past Project Team Members

Full Name Team Role Github Username Sprint(s)
Bill Corkill Team Lead wcorkill Virtual/Fall '20
Jessica Rosenberg Team Lead jessbr Virtual/Fall '20
Matthew Martin Team Lead mattmartin26 Virtual/Fall '20
Raul Araiza Team Member ENTER GITHUB USERNAME HERE Virtual/Fall '20
Peter Blair Team Member ENTER GITHUB USERNAME HERE Virtual/Fall '20
Kristin Dorage Team Member ENTER GITHUB USERNAME HERE Virtual/Fall '20
Jacqueline Fassett Team Member ENTER GITHUB USERNAME HERE Virtual/Fall '20
Damian Hajda Team Member ENTER GITHUB USERNAME HERE Virtual/Fall '20
Zak Kaufman Team Member ENTER GITHUB USERNAME HERE Virtual/Fall '20
Andrew Means Team Member ENTER GITHUB USERNAME HERE Virtual/Fall '20
Evan Paul Team Memb ENTER GITHUB USERNAME HERE Virtual/Fall '20
Utsav Poddar Team Member ENTER GITHUB USERNAME HERE Virtual/Fall '20
Mary Pustejovsky Team Member ENTER GITHUB USERNAME HERE Virtual/Fall '20
Jaclene Roshan Team Member ENTER GITHUB USERNAME HERE Virtual/Fall '20
Annie Shek Team Member ENTER GITHUB USERNAME HERE Virtual/Fall '20
Kate Smiles Team Member ENTER GITHUB USERNAME HERE Virtual/Fall '20
To Tsang Team Member ENTER GITHUB USERNAME HERE Virtual/Fall '20
Tamara Wojdylo Team Member TamaraWo Virtual/Fall '20
Dan Flanigan Team Member danflanigan Virtual/Fall '21
Peter White Team Member pawhite-gh Virtual/Fall '21
Justin Barss Team Member ENTER GITHUB USERNAME HERE Virtual/Fall '21
Abby Morrow Team Member ENTER GITHUB USERNAME HERE Virtual/Fall '21
Eugene Chan Team Member ENTER GITHUB USERNAME HERE Virtual/Fall '21
Jay Delaune Team Member ENTER GITHUB USERNAME HERE Virtual/Fall '21
Katie Kourtakis Team Member KourKatie Virtual/Fall '21
Maria Lawler Team Member ENTER GITHUB USERNAME HERE Virtual/Fall '21
Rachel Bloom Team Member rbloom-echots Virtual/Fall '21
Victor Nininger Team Member vnininger Virtual/Fall '21
Daniel Breedveld Team Member dbreedveld Virtual/Fall '21
Christopher Littlefield Team Member cblittlefield virtual/Fall '21

Project Vision (Please make this your first task as a team)

  • Align around a big picture vision for impact management at scale and the ecosystem's role in realizing it
  • Brainstorm many different approaches to realizing that vision
  • Prioritize together what could make sense for a community project
  • Determine roles and next steps given the scope of the possible project(s)

2 years from now, what goals do we have?

  • Common Architecture - In two years time, we will have a lightweight framework that can sit on top of/side by side other open source tools to support impact management
  • Nonprofit Networks - In 2 years time we have an easy way for orgs to share successful (and unsuccessful) program models
  • Making Impact Management Easier - In two years time, nonprofits will have clear step-by-step, in-app guidance for how to create their own impact strategy and data model based on a comprehensive knowledge base of sample tools & frameworks.

Project Resources

General Resources

Data Architecture Resources

Nonprofit Networks

  • Telemetry data synchronization:

Making Impact Easier Tools and resources to conisder leveraging to make Impact Management easier

Project Team Accomplishments

  • [02/10/2021-02/11/2021] During this February 2020 we worked in three breakout groups primarily: Lightweight data model, User Personas, and Reporting Framework. We made good progress on the identification of key personas to be developed and almost completed a first persona (see the project Miro board). The lightweight data model group worked on a basic model that includes 4 basic objects and began stress testing various use cases using the model. The reporting framework group identified various stakeholders and a handful of report types that overlapping stakeholders would likely be interested in (see Airtable board: https://airtable.com/tbl3Wb1BdP5f0cIgf/viwsV1upuEvNPPQOy?blocks=hide )

  • [01/04/2021-02/01/2021] We are focusing in on a lightweight solution that will help organizations begin measuring the initial outcomes of their programs. We have opted to focus on small-to-medium direct service nonprofits with limited impact management infrastructure, as the theoretical customer. Over the next few weeks, we'll be conducting interviews with nonprofits that fit this profile to learn more about their approach to evaluation and impact. Questions can be viewed and shared here: https://docs.google.com/forms/d/e/1FAIpQLSeU0Z2CXGIRbFqxnLzhQn3HtxTnJqm0ZcAf1crj2iBPgWq98w/viewform

  • [2020] Developed 2 year Goals, Challenges and 3 sub-teams to tackle the various pieces to help teach Impact Management more broadly across the sector.

Future Contributions (AKA what were you unable to finish at the Sprint)

  • What is your project's Roadmap? We hope to complete at least 3 Personas that can help shape the app's development across time.

We plan to build a small prototype app based on the ERD in Miro and begin testing it against various use cases. The intent is that this model would be flexible enough so that it can be used in conjunction with other packages and apps. Our goal is not to build an end-to-end solution for impact management - it is to develop a model that could form the base of, and enable interoperability between, a range of impact management solutions. We believe that the end-user for this solution is a small-to-medium sized nonprofit in direct service with limited impact management infrastructure.

If you have worked for, or with, a small to medium sized nonprofit we would especially appreciate your input – no advanced Salesforce expertise required! We want to build a solution that can help meet as many use cases as possible while focusing on the most common scenarios and approaches.

Project Documentation