Today we had a conference call with OMBU to go over questions we have regarding our staffing change. Our goal is to ensure a smooth transition of the project from our current PM to the new PM. In order to do that we brought together our team to have a conversation about potential challenge points.
- Peter Tung, Mazama IT Project Manager
- Danielle Kulczyk, OMBU Project Management Lead
- Martin Rio, OMBU Principal
- Sarah Bradham, Mazamas Director of Marketing & Communications
- How dos the OMBU team work together at OMBU for UX Development Phase? Goal: To better understand how the UX lead, visual lead, and project manager work together during this phase, and who to report information to from the Mazama side.
- What feedback is critical that OMBU would expect from the Mazamas during the UX phase? Goal: To nail down exactly what OMBU needs from the Mazamas during each sprint of this phase.
- What is the Beta Test Process for UX Development Phase? Goal: To better understand how beta testing releases will happen during the UX phase.
- What is the OMBU transition plan for getting the new PM up to speed on the project? Goal: To better understand OMBU’s internal process for onboarding the new PM, and to understand the timeline of when the project will be transitioned to the new PM. Also to identify the reporting structure during this time of transition.
This call was successful and the Mazamas feel cautiously optimistic as we move forward with our transition plan and reporting for the UX phase.
We are moving our way further into visual design and functionality of the new website. OMBU decided to combine Sprints 7 & 8 as the elements of these sprints naturally fit together. This meant a bigger than normal set of wireframes to review, but a significant amount of excitement around where we are headed with the site.
The wireframes for Sprint 7 focused on the how to log in, sign up for a user account, join the Mazamas, renew your Mazama membership, and user profiles. The highlights of sprint 7:
- Anyone who wants to participate in a Mazama event or activity will need to create a user account.
- Required information for a user account will be email address, first name, last name, and a password
- You will have the option to create a user account by utilizing a social login if desired. This means you can choose to login with Facebook or Google if preferred.
- Once a user creates an account they will be encouraged to complete more of their user profile, and, if they request a glaciated peak badge and are not yet a Mazama member, they will be encouraged to join.
- Creation of a user account is a two-step process to ensure security. A new user will sign up and then will need to confirm their email address via a link that was sent to their email. Once they click on that link they can complete the account creation.
- To join the Mazamas, a user will be guided through a three-step process: create a user account, verify summitting a glaciated peak, and then select a membership type and pay.
- When a current Mazama member logs into the new site they will no longer see the Join option, instead they will see a Renew tab. Clicking on this renew tab will show the member the status of their membership, including their join date.
- When the membership renewal period approaches, the Renew tab will become more prominent and a member will be guided through the renewal process.
- All users will have profiles. Profiles will contain contact information, join information, badges earned, volunteer information, activity history, and upcoming activities/classes.
The wireframes for Sprint 8 centered around the home page design, the donate/give user experience, and search results.
- In designing our new home page we are working to ensure we have an engaging and active experience for the user.
- The main tabs on the home page will be: Education, Activities, Community, and Get Involved.
- Additional high level navigation will include: About Us, Calendar, Search, Join, Give, Volunteer, and Login.
- Further down the page we will include a What’s Happening section to show the user what is coming up with the Mazamas.
- We’ll have a section to do a callout of certain high-level events/activities.
- Education will have a presence further down on the home page, followed by history, and community and stewardship.
- The end of the home page will entice the user to join the Mazamas.
- The giving experience is designed to be easy to use and will have the option of monthly giving.
- Search results are going to be pretty amazing. When you search you will be able to filter your results by type: All, Activities, Events, Education, and groups.
That wraps up Sprints 7 & 8. We will be reviewing the wireframes and providing feedback, with a deadline of May 3 to have all feedback submitted.
by: Peter Tung, IT Project Manager, Encore SVP Fellow
We continue to make good progress on Web UX Moodboard review, Data Migration, and CRM software this week.
Major Status Update:
- The PM at OMBU to support our project left the company last week. A new PM has been hired to take over our project in May. In the mean time, An experienced PM at OMBU is now on board to smooth the transition.
- For the Web UX Design, Sarah provided final wireframe review feedback for Sprint 6 to OMBU this week after reviewing and collecting feedback from staff members. This set of wireframes focused on general layout and design, including what elements we wanted to have on the home page and the basic look of internal pages.
- We also had a face to face meeting to review two different moodboard concepts from OMBU that cover colors, fonts, buttons, and photo treatments. The review went well with Mazama stakeholders providing feedback to OMBU this week.
- On the Data Migration front, we completed our initial data input, froze the data migration spreadsheet, and are waiting for OMBU to complete the initial data curation work and recommend potential changes. Target Completion Date is April 20.
- For the CRM software: we reviewed the OMBU’s demo video for the Volunteer Job to show how to mass creating shifts, assigning shifts and reporting hours. Due to the PM transition, we will postpone the approval the final CRM phase acceptance until the new PM is more up to speed.
- OMBU had a staffing change that will resulted in the Mazamas being assigned a new OMBU Project Manager.
- Until the new PM is designated, the head OMBU PM will be managing our project.
- When the new PM is chosen, we will work with OMBU to appropriately onboard the new PM.
by: Peter Tung, IT Project Manager, Encore SVP Fellow
We made excellent progress on all fronts this week.
For the Web UX Design, we held a face to face meeting to finish up our UX requirements discussion. The discussion covered the UX requirements for most User Personas Feature Hierarchy for Site Visitor, Site User, Volunteer, Participant, and Leaders. In addition, we had a group Homepage sketching exercises for both Mobile and Desktop UX to provide our feedback on what to display. Also, OMBU kicked off internal mood board design this week. They also requested Web Design styles, photography assets, and Mazamas logos for the mood boards of the new website.
On the Data Migration front, we are making great progress to provide selected historical data to validate the solution. No blockers. We are on track to complete Data Migration work by April 20.
On the CRM software, OMBU created a demo video for the Volunteer Job to show how to easily create shifts, assign shifts and report hours. We will review the video and make a decision whether to officially approve the final CRM phase acceptance.