Nonprofit Roadmap Summit

Contents

Nonprofit Roadmap Summit, June 4-6

Salesforce.com Foundation hosted the first Nonprofit Roadmap Summit on June 4-6 in San Mateo, California.

The goals of this convening were to:

  • Take measure of both the successes and outstanding issues with the Nonprofit Template
  • Share perspectives on needs and priorities of the nonprofit Salesforce.com community
  • Collectively cast a vision for the future of Salesforce.com's nonprofit offerings, and
  • Translate that vision into actionable initiatives, milestones, and roles rendered in the form of a product "roadmap".

All new and experienced implementors, developers, users, administrators, and consultants were encouraged to attend and lend their perspective to the proceedings.

The Summit aimed to provide opportunity for nonprofit practitioners to leverage the expertise of Salesforce.com employees. Salesforce.com is very excited about the community model that we are pioneering and eager to help. We invite interested stakeholders to help us understand how best to apply our expertise.

Below is the agenda of the discussions. If you attended the summit, please comment, edit the agenda below to reflect your experience.

Summit Day 1 - From Now to the Future, and Beyond!

What we intended to do is:

The first day of the Summit will establish a foundation of shared understanding around Salesforce.com's offerings to the nonprofit sector, while allowing users and implementors from the nonprofit community to share their experiences, opinions, needs and visions with Salesforce.com staff.

From the salesforce.com perspective, this day was very successful at moving from a descriptive brainstorm of where we are to a set of specific visions for the nonprofit roadmap.

9:00am Opening Circle

  • Introductions and First Things
  • Welcome from Salesforce.com Foundation
  • Review goals for the gathering
  • Agenda overview
  • Questions and comments

9:45am Taking the Temperature of the Room

In highly interactive formats, participants will be invited to weigh in on several key questions:

  • How well is the current Nonprofit Template meeting Nonprofit needs?
  • What are the most pressing gaps and areas for improvement?
  • What are the most important things the Foundation can do support and increase adoption and innovation in the nonprofit sector?

11:00am - Where Are We Today?

Participants will work in small groups and as a larger whole to get acquainted while further discussing the current state of the Nonprofit Template and associated Salesforce.com Foundation support.

The goal is to end the morning with a concrete list of strengths and issues for the current Salesforce offering. Salesforce.com staff will also provide commentary on how upcoming features and products will address identified issues.

12:30 - Lunch

Participants will be strongly encouraged to dine with those they know least well in order to broaden and strengthen the network of nonprofit Salesforce.com practitioners.

1:30pm - Towards a Roadmap for Nonprofit Support

A structured brainstorming process will be employed to allow the group to map out a collective vision for the goals and future of the nonprofit platform. Ideas will be collected, grouped and prioritized in a fun and transparent fashion using state-of-the-art color-spectrum-enhanced adhesive paper technology.

3:30pm - Making the Map: Casting a First Draft of the Nonprofit Roadmap

Participants will play conceptual cartographers in working through how best to sequence and work toward identified priorities. Drawing on the work already done, the group will posit goals and strategies, and attempt to describe in some detail how to realize both.

5:30pm - Closing Circle

We'll close with a summary of the days' progress, and discussion on how best to leverage our time on Day 2.

Post-meeting beverages will be consumed at a yet-to-be-named-but-nearby beverage sourcing establishment.

Summit Day 2 - From Vision to Action

The purpose of Day 2 is to

  1. Define what skills, structures, tools and supports are needed to be as productive as possible in implementing identified vision and,
  2. Start doing the work (ie, project definitions, role assignments, skill building, etc) in order to establish initial momentum

9:00am Opening Circle

  • Agenda overview
  • Questions

9:30am - Hitting the Road: Break-Out Sessions for Planning and Learning

Starting out in large-group fashion, we'll discuss what needs to be done to bring the Nonprofit Roadmap into finer focus. Participants will break out into small-group discussions:

  • More detailed specification of specific items on the roadmap
  • Learning sessions with Salesforce.com staff to better understand how new platform and product offerings will help to realize the roadmap
  • Planning on concrete steps and resources needed to realize the roadmap

The group will decide as whole whether to a single set of long morning sessions, or to break the time into 2 or more session slots.

12:30 - Lunch

1:30pm - Working Sessions Continue

Participants will compare progress group-to-group and continue to work in focused teams on specific tasks and plans.

4:00pm - Bringing It All Back Home

Participants will huddle as a large group to assess the progress of the day and compare insights and outcomes, while making necessary adjustments to the roadmap and enumerating outstanding priorities.

5:30pm - Closing Circle

We'll close by summarizing second-day Summit progress, and discuss on how best to focus our time on Day 3

Post-meeting beverages will once again be consumed.

Summit Day 3 - Action & Development

Day 3 will be a half-day of sessions, followed by a debrief session for Summit organizers in the afternoon.

9:00am Opening Circle

  • Agenda overview
  • Questions

9:30am - Working sessions

The morning will be spent in small-group sessions which will fall into several categories:

  • Strategy sessions for moving Nonprofit offering forward
  • Resolving Feature and Design issues for the Nonprofit offering
  • Focused Learning sessions, where nonprofit Salesforce practitioners learn from Salesforce.com Engineering Staff
  • Hands-on Build-Out Sessions to get real code running

12:30 - Lunch

1:30pm - Closing Summit Plenary

I can Attend

Logistics

Event will take place at the Salesforce.com San Mateo offices.
900 Concar Dr San Mateo, CA 94402

The hotel is immediately next door
Marriott San Mateo
1770 S Amphlett Blvd San Mateo, CA 94402
1-888-236-2427
Ask for the Salesforce.com rate: $189

Steve's Cell Phone: 510 282-4739

Map

Ideas Parking Lot

  • Define AppExchange Projects and Receive Enrollments
  • Community Tools
  • Education on full platform

Look at examples of existing implementations or to look vertically at how salesforce is currently being used in some specific organizations that might serve as typical examples of other similar organizations. Below are some initial possibilities. Please add/edit.

  • Template Overviews and Case Studies – Level Setting
    • Template Demonstration
    • Vertical Spotlight: Microfinance
    • Vertical Spotlight: Cause-based Advocacy
    • Vertical Spotlight: Social Case Management
    • Vertical Spotlight: Grantmaking
    • Vertical Spotlight: Class Registration & Evaluation
    • Vertical Spotlight: Workforce Development
    • Vertical Spotlight: Volunteering
  • Identify & Hold Functional Breakout Sessions
    • Microfinance, Case Management, let the audience choose (functionally oriented groups)

Depending on how much we have to cover we would do 3 1 hour sessions back to back so everyone can see/learn everything. Hopefully hands-on, so bring your laptop.

  • R & D Overview of Summer '07 Release
    • 1 Hr Education Sessions: Apex Code?, Workflow?, S-Controls? (back2back2back sessions or pick&choose?)
      • Tell us what product breakout topics you want!
        • What's new in reporting for Summer '07 --Steve Andersen (gokubi) 18:23, 5 May 2007 (PDT)
        • What's new in Marketing (Campaigns) for Summer '07 --Steve Andersen (gokubi) 18:23, 5 May 2007 (PDT)
        • What's new in Appexchange packaging? --Steve Andersen (gokubi) 15:26, 9 May 2007 (PDT)
        • Dealing with both Individuals and Companies as Accounts
        • Customer portal 2.0
        • Portal Integration Strategy (AppSpace & PRM)
        • Managed Apps
          • How they work and the roadmap for them
          • Once the package is built
            • how to document
            • how to support
            • security certification
        • IdeaExchange and other Tools for Nonprofits
          • IdeaExchange Proliferation w/ nonprofits
          • Wiki and other tools available for nonprofits

Get to work. This is where we first define what a community project is.

  • Who runs it and how?
  • What tools are available?
  • What specific roles and responsibilities are defined?
  • What other resources are available?

Begin Project Wrangling

  • Community Manager (Steve W.)
  • Project Leaders
  • Volunteers
  • Tools (ie. Wiki, Salesforce Developer demo)
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