How does this project fit with the strategy?
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Team
Project owner: Susan M Quaglino
Use the 'user profile' macro
Team members: Deborah L Degezelle Michael E Burns Brendan Miller
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Status
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How does this project fit with the strategy?Add a link to your strategy page | TeamProject owner: Susan M Quaglino Use the 'user profile' macro Team members: Deborah L Degezelle Michael E Burns Brendan Miller Link to your team's space | Status
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Problem space | |
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Why are we doing this? | Problem statementThe goal is to track CII Committee, Teams and CBAs in Salesforce. This includes membership on the committee and attendance at meetings. The goal is to have a tool to manage the data and to report on participation at the committee level, member company level, and for CII overall. Impact of this problemCommittees and teams are key to CII's success. In Salesforce, we've paired committee membership management with attendance. This will provide an easy-to-manage participation portal for Associate Directors and staff alike. |
How do we judge success? | What are the goals of the project and the success criteria by which they will be measured? (These need to be specific and measurable before moving into make it) |
What are possible solutions? | We've got committee tracking figured out, but we need help from the users to develop reports and dashboards. |
Validation | |
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What do we already know? | CII has 35 years of committee membership. This module will allow an accurate assessment of participation and engagement. Link to details: |
What do we need to answer? | What kind of reports do staff members need to track participation? What kinds of reports does the SLC, SPC and membership need to gauge engagement? What are the gaps in our understanding? Link to details: |
Ready to make it | |
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What are we doing? | We are importing data from iMIS and testing it out in Salesforce. |
Why will a customer want this? | Reporting on actual participation has always been difficult, but it is essential to CII. Link to details: |
Visualize the solution | The Eventlog sandbox has the current version. We need to review it and get it launched to production. Link to details: |
Scale and scope | There's standing, sector and leadership committees, plus research teams and CBAs. There's also 35 years of committees that have sunset. Link to details: |
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