Jw4nvc: Draft Agenda - Board Meeting 7/11/1

Board Minutes - 03/14/07

2007-07-10T17:49:33Z

Jw4nvc:

=Board Minutes 03/14/2007=
'''Board meeting March 14, 2007''' 

Attending: Jori Manske, Marshall & Valentina Rosenberg and Robert Gonzales. 
Absent: John Wiley, Katherine Singer and Stephen Wisbauer. 
Observers: Jim Manske, William Poehner, Danielle Beenders, Danielle Soule (all 4; California, USA), Jamie Conglose (Colorado, USA) and Meta Hough (Oregon, US). 

'''Next board meeting:''' 
April 11, 2007. 

The LT will meet again: March 30, 2007 
'''Report by Jim Manske:''' 

'''Timeline of Move:''' 
*The current target date for opening an office in Albuquerque is Monday, May 7.

'''Concerns of Staff''' 

*Time frame of move
**Some staff members see this as a workable time frame. Others are less optimistic. We need to remain flexible as events unfold and continuously update feasibility.
*Severance?
**Employees are encouraged to look for a job and take care of their needs if they are not moving with the office. We would enjoy them being with us as long as it works for them.
**Some staff members are leaning toward relocating; some are leaning toward staying in LA. Those that are staying are considering their needs. They expect it to take 1-4 months to obtain comparable employment and would like CNVC's financial support during their transition. How much money does the board anticipate it could allocate for severance, including benefits. (Jim recommends that each staff member consider their specific needs and offer a proposal to the B/LT.)
*Relocation reimbursements
**Some staff members are leaning toward relocating. They would like CNVC's support in covering all reasonable moving expenses. What allowance does the Board anticipate? (Jim recommends that each staff member consider their specific needs and offer a proposal to the B/LT.)
**IRS allows reimbursement of some moving costs.
*Salary in NM
**Staff members considering the move want assurance that their pay rate will remain the same, which will contribute to a higher standard of living. Is the Board willing to commit to this request?
**LT response: Employees that move will keep the same pay (although no raises will be considered until their pay rate is comparable NM rates). New employees will be paid NM rates.
*Virtual Office Options
**Some staff members would like to have the possibility of continuing their contributions to CNVC through "virtual strategies," that is by working from home and logging on the CNVC network server. Does the LT see this as possible and/or desirable?
**LT response: Some jobs have already been done virtually and they can be considered for this. Financial functions and material sales will be in the office with some of the administrative. (need for community)
*Temporary HQ? Move twice? Suitability of location?
**The Via Seville property in Albuquerque is a temporary location. Although local zoning laws allow a "low-key" operation focusing on telephone and mailing services, the growth of CNVC will require a different office set-up sooner or later. Some staff recommend "slowing down," and locating the permanent location before investing in the move. Concern about delivery trucks and parking in a residential area was also expressed. Does the LT or Board have feedback on this consideration?
**We intend to get feedback from the network and consultants 

*Although the network has been notified through email and the wiki, we have received very little feedback (About a dozen emails). I have also spoken with 2 professional consultants who donated their time to CNVC. Gratitude to Sharon Colby and Jamie Conglose for the support!
*Needs unmet: inclusion, ease and accessibility, international focus, clarity of organizational structure and purpose of the move
*Needs met: ease, protection of financial resources, NM NVC community excited and welcoming, likely to contribute to clarity and focus, efficient utilization of energy and time, connection, inclusion, contribute to long term sustainability of CNVC's mission
'''Costs of Move''' 

'''Direct Financial Costs''' 

*Moving Expenses
*Payroll/Overtime/Extra Help
*Contract Penalties
*Covad
**I will continue to negotiate this contact with upper management. (added by William)
*Local Telephone Provider
**I may have found a way to severely reduce this cost.(added by William)
*Indirect Costs

*Loss of business due to "down-time," eg bookstore packing inventory and set up.
*Cost to Efficiency due to additional work of moving and time/energy of hiring and new employee training
Decision: Robert Gonzales is welcomed as a board member for 2 years.
'''Check out:''' 
'''Jamie:''' excited about the commitment to move forward. The move is a very wise decision. Recommend having new staff trained, temporary housing [in LA] would be a good idea so all can get trained. 
'''Danielle:''' grateful for the clarity. 
'''Jim:''' grateful for the participation on the comments on the report it met needs for clarity and contribution. The next steps are scary, also exciting. 
'''William:''' enjoy the clarity, look forward to more input. 
'''Robert:''' glad to be here. Regret not being here earlier (due to time change). My request: how can I update myself on all the board stuff? 
'''Jori:''' feel reassurance that we all are looking at it carefully. Acceptance that we do not know it all. I feel warm with appreciation for all that participated. 
'''Marshall:''' I like how we are moving 
'''Valentina:''' feel moved with the honesty that was expressed. I heard the stimulation it is affecting us all. Connecting us to our heart. Feel relief, closeness and oneness with you all. Very connected.

CNVC Board

2007-07-10T17:49:05Z

Jw4nvc:

Board Agenda & Minutes - 04/13/07

2007-07-10T17:46:42Z

Jw4nvc:

=Board Minutes - 04/13/2007=
Present: John Wiley, Jori Manske, Marshall Rosenberg, Valentina Rosenberg,
Stefan Wisbauer. 
Observers: Jim Manske, William Poehner, Danielle Beenders, Margo Pair.

==Consent agenda==
====Decision====
John Wiley will be on the board until April 2008, Jori Manske until
October 2008, Valentina Rosenberg until February 2009, Marshall Rosenberg
until February 2009. Katherine Singer is Emeritus.

====Decision====
The official CNVC address with all financial institutions with which we have accounts will change on May 1, 2007 to:
:CNVC
:P.O Box 6384
:Albuquerque NM 87197
:USA

====Decision====
CNVC will open new bank accounts with Wells Fargo. (current bank Citibank doesn't have a branch in NM). Note: This was done 4/16/07.
====Decision====
No further action will be taken to complete the 2004 Audit. Consent 4/19/07
:Background: This decision was taken to meet needs for ease, and for conservation of resources we can invest in directly serving the CNVC mission. The 2004 audit is not legally required, and we have a high level of confidence in our financials for that period.

==Tabled Item==
A tracking discussion of past decisions was postponed until the next board meeting to allow board members to review a tracking spreadsheet and to allow for further updating of the tracking spreadsheet.

==Introduction==
New office manager, Margo Pair, introduced herself and received welcoming statements from the Board and LT members present.

==Request of Board when reviewing these minutes==
Please fill in anything around change on past decisions. My understanding is that no new decisions were made about them. -Danielle

==Check out==
*John Wiley: warm, happy, excited and pleased.
*Jori Manske: happy.
*Marshall Rosenberg: happy.
*Valentina Rosenberg: content, hopeful, grateful.
*Stefan Wisbauer: happy, request to LT to talk every week.
*Jim Manske: anticipation.
*William Poehner: excited to see you all this weekend.
*Danielle Beenders: excited to see you all this weekend.
*Margo Pair: welcomed, grateful.

=Board Agenda - 04/13/2007=
'''NOTE CHANGE OF DATE & TIME, 4pm GMT, 9am LA, 5pm London, 1am Seoul'''
*9:00am PT - Check-in.
*9:15 - Consent Items (Jori, 10 minutes):
:*1. In response to 6-month terms defined for Board members at the October 2006 face-to-face meetings:
::*the following terms will revert to previous term limits of:
:::*John Wiley: April 2008
:::*Jori Manske: October 2008
:::*Valentina Rosenberg: February 2009
:::*Katherine Singer: Emeritus
::*new term for Marshall Rosenberg: February 2009
:*2. The official CNVC address with all financial institutions with which we have acounts is to be changed to:
::*PO Box 6384, Albuquerque, NM, 87197
:*3. The Board authorized the opening of Bank accounts with Wells Fargo, since Citibank does not have a branch in Albuquerque.
*9:25 - Move update (Jim, 20 minutes).
*9:45 - Request for Board member to join the scholarship committee (Jori, 5 minutes)
*9:50 - Past decision tracking - clarification of status and need for action of specific past decisions (Stefan, 20 minutes)
*10:10 - Situation NVC Europe - strategies (Stefan, 10 minutes)
*10:20 - Check-out (15 minutes).

CNVC Board

2007-07-10T17:46:17Z

Jw4nvc:

CNVC Board

2007-07-10T17:45:54Z

Jw4nvc:

Board Agenda & Minutes - 05/23/07

2007-07-10T17:43:19Z

2007-06-30T00:13:48Z

Jw4nvc:

=Features Still Pending=
The following are from the needs analysis or subsequent discussion during ITC meetings.
==Forums==
===Private Fora Hidden===
Currently in the Drupal core modules any Forum not available to a given user is shown as empty. Feature request is to have anything unavailable to a given user not show at all for that user, in order to reduce confusion and clutter.
:Importance: Medium.
:Status: Dreams and research.
:Likelihood: Medium, depending on results of research.

===Subject Autofill===
If subject line is automatically filled with the thread's subject, it will be much easier to track multiple threads in a Topic. This could function identically for Reply or Comment to a post. Currently the core Forums only track via indentation. If some other or additional thread tracking mechanism were available, having subjects auto-generated from the first few words of text as currently done in the core Drupal forum modules might work.
:Importance:
:Status: Dreams and research.
:Likelihood:

===Thread Tracking Mechanism===
Some method to supplement indentation for tracking discussion threads. The ability to "collapse" or "accordion" Topics and Threads would enable users to skim a discussion without the requirement of loading and reading the entire contents. Other mechanisms might already be available in different forum modules.
:Importance:
:Status:
:Likelihood:

===Topic/Thread View===
Many web forums enable users to browse by Topic or Thread, so that a particular dialog can be followed without reading the entire Forum or Topic.
:Importance:
:Status: Dreams and research.
:Likelihood:
===Clarification of Topic/Comment Interface===
Currently the core Forums are confusing for users in distinguishing between posting a Topic or a Comment, and in reading them.
:Importance:
:Status: Dreams and research.
:Likelihood:

===Clarification of Interface Terminology===
Currently the terminology used in core Forums is confusing for users due to choice of words that don't match functions. For example, "Subscribe" is used to select whether the user would like notification when a new message is posted. Simply changing the word used to "Notification" would help greatly in clarifying what this function does. One problem would be identifying and changing all instances of unclear terminology. Another problem could arise in different languages, since terminology in those could be based on the words chosen in the Drupal core. There is also the possibility that non-core modules (including any added later) could use the old terminology.
:Importance: Medium.
:Status:
:Likelihood:

===Reduction of Clutter===
Currently the core Forums have far more details and options than are readily understood or likely to be used by newbies.
:Importance:
:Status: Dreams and research.
:Likelihood:

===Live Chat Rooms===
For varied topics. For example, empathy rooms (to give/receive empathy), discussion topics; empathy may have a donation associated with it. Online meeting/conference rooms and scheduling them.
:Importance:
:Status: Dreams and research.
:Likelihood:

===Forum Moderators===
The ability for a forum to have different levels/types of moderator. Moderator types could include those to delete spam; identify, report and/or banish spammers; move both comment thread and topic to another forum and topic (possibly by requesting that of someone with multi-forum access permissions); stimulate and guide discussion; and to post summaries of discussion as an addition or alternative to Digests and as contributions to eNewsletters edited together from many such summaries.
:Importance:
:Status:
:Likelihood:

==Email Features==
===Email Forum Participation===
The ability to participate in Forums via email, rather than only via website. Very useful for some users, especially low-bandwidth users. Preferred by many users, since their main medium for online interaction is email.
:Importance: High.
:Status: Dreams and research, possibly seeking bids.
:Likelihood: Low, since it probably requires lots of custom code.

===Thread Notification===
Ability to check a box for notification if someone posts a followup to a thread or topic. Currently in core Drupal "subscribing" to a Topic sends notification of all posts to that topic, including those by that user. Notification by thread would enable someone to post a topic and only receive notification if a reply or comment is made to that post (preferably not posts made by the user posting).
:Importance:
:Status: Dreams and research.
:Likelihood:

===Email Lists===
Individual and group mass mailing (by topic, by person, by permissions, by preferences) meaning that a Trainer, Circle or other affiliation group can have his/her/their own listserve that people can sign up for, and there will also be group listserves, such as Friends of NVC, and the Trainers Newsletter. Rrestricted access and first-use click agreement on usage guidelines to prevent spamming our contact lists.
::Note: Friends of NVC and the Trainers Newsletter are currently Yahoo Groups; some thought needs to be given to whether or not we want to bring them in-house considering current email issues and the occasional inability to get a cnvc.org email to the recipient.
:Importance:
:Status:
:Likelihood:

===Email Digest Option===
A Digest function for the convenience of users who prefer to have messages on a topic, thread or list combined into a single mailing sent to them daily, by discussion volume or weekly.
:Importance:
:Status:
:Likelihood:

===Auto-Trimming of Quoted Prior Emails===
User-selected optional automatic trimming of quoted prior emails to a pre-set number of first and last lines. This would enable those who prefer shorter emails/digests to see only the new text or optionally some or all of the prior "quoted" text. Marshall expressed interest in this feature since it might enable him to follow the Trainer List in particular.
:Importance:
:Status:
:Likelihood:

===Email Archives===
Some method for users to access an email archive. This could enable new participants to review prior messages, or anyone to look something up. Ideally it could be done via Find; Email by date range, Topic or Thread; or interactively via a web interface.
:Importance:
:Status:
:Likelihood:

==Find==
===Map Interface===
Currently near completion on Google solution. Something not requiring JavaScript or other client-side processing preferred. Very helpful to have a visual method of finding trainers and trainings. Also useful if proximity searching is possible, where searching for Los Angeles would find trainers/trainings in any city within a specified distance.
:Importance: High.
:Status: Close to initial client-side implementation.
:Likelihood: High, barring unforeseen complications. Lower for initial server-side solution.

===Pull-down Menus===
Some problems with dependent pull-downs, and user interface simplicity. Close to at least an initial implementation. This may be the most important feature on the new site, since old site although possibly unreliable for volume use was meeting all Find needs. Also useful if proximity searching is possible, where searching for Los Angeles would find trainers/trainings in any city within a specified distance.
:Importance: High.
:Status: Close to initial implementation.
:Likelihood: High, possibly with further enhancements soon after site release.

=Potential Features=
The following are items to consider for future research and implementation.
==Misc==
===Calendar Date By Domain===
Date seems to be currently set at GMT, so that a visitor from a different time zone will sometimes see a date that doesn't match their current date. Might use domain or IP address of visitors to automatically select the current date for Calendar and any other features using date.

=William Notes=
Notes from Meeting 06/24/2007 
'''Defined functionality:'''
*The ability to assign moderators to forums
*The ability to subscribe to topic
**optional, subscribe to comment thread
Subscribing meaning to receive email notification that includes body and subject line of comment.
*The option to strip or leave quoted text.
*The ability for the moderator to move both comment thread and topic to another forum and topic.

ITC Drupal Release Features

2007-06-30T00:07:43Z

Jw4nvc: ITC Drupal Release Feature Issues moved to ITC Drupal Release Features

=Features Still Pending=
==Forums==
===Private Fora Hidden===
Currently in the Drupal core modules any Forum not available to a given user is shown as empty. Feature request is to have anything unavailable to a given user not show at all for that user, in order to reduce confusion and clutter.
:Importance: Medium.
:Status: Dreams and research.
:Likelihood: Medium, depending on results of research.

===Subject Autofill===
If subject line is automatically filled with the thread's subject, it will be much easier to track multiple threads in a Topic. This could function identically for Reply or Comment to a post. Currently the core Forums only track via indentation. If some other or additional thread tracking mechanism were available, having subjects auto-generated from the first few words of text as currently done in the core Drupal forum modules might work.
:Importance:
:Status: Dreams and research.
:Likelihood:

===Thread Tracking Mechanism===
Some method to supplement indentation for tracking discussion threads. The ability to "collapse" or "accordion" Topics and Threads would enable users to skim a discussion without the requirement of loading and reading the entire contents. Other mechanisms might already be available in different forum modules.
:Importance:
:Status:
:Likelihood:

===Topic/Thread View===
Many web forums enable users to browse by Topic or Thread, so that a particular dialog can be followed without reading the entire Forum or Topic.
:Importance:
:Status: Dreams and research.
:Likelihood:
===Clarification of Topic/Comment Interface===
Currently the core Forums are confusing for users in distinguishing between posting a Topic or a Comment, and in reading them.
:Importance:
:Status: Dreams and research.
:Likelihood:

===Clarification of Interface Terminology===
Currently the terminology used in core Forums is confusing for users due to choice of words that don't match functions. For example, "Subscribe" is used to select whether the user would like notification when a new message is posted. Simply changing the word used to "Notification" would help greatly in clarifying what this function does. One problem would be identifying and changing all instances of unclear terminology. Another problem could arise in different languages, since terminology in those could be based on the words chosen in the Drupal core. There is also the possibility that non-core modules (including any added later) could use the old terminology.
:Importance: Medium.
:Status:
:Likelihood:

===Reduction of Clutter===
Currently the core Forums have far more details and options than are readily understood or likely to be used by newbies.
:Importance:
:Status: Dreams and research.
:Likelihood:

===Live Chat Rooms===
For varied topics. For example, empathy rooms (to give/receive empathy), discussion topics; empathy may have a donation associated with it. Online meeting/conference rooms and scheduling them.
:Importance:
:Status: Dreams and research.
:Likelihood:

===Forum Moderators===
The ability for a forum to have different levels/types of moderator. Moderator types could include those to delete spam; identify, report and/or banish spammers; move both comment thread and topic to another forum and topic (possibly by requesting that of someone with multi-forum access permissions); stimulate and guide discussion; and to post summaries of discussion as an addition or alternative to Digests and as contributions to eNewsletters edited together from many such summaries.
:Importance:
:Status:
:Likelihood:

==Email Features==
===Email Forum Participation===
The ability to participate in Forums via email, rather than only via website. Very useful for some users, especially low-bandwidth users. Preferred by many users, since their main medium for online interaction is email.
:Importance: High.
:Status: Dreams and research, possibly seeking bids.
:Likelihood: Low, since it probably requires lots of custom code.

===Thread Notification===
Ability to check a box for notification if someone posts a followup to a thread or topic. Currently in core Drupal "subscribing" to a Topic sends notification of all posts to that topic, including those by that user. Notification by thread would enable someone to post a topic and only receive notification if a reply or comment is made to that post (preferably not posts made by the user posting).
:Importance:
:Status: Dreams and research.
:Likelihood:

===Email Lists===
Individual and group mass mailing (by topic, by person, by permissions, by preferences) meaning that a Trainer, Circle or other affiliation group can have his/her/their own listserve that people can sign up for, and there will also be group listserves, such as Friends of NVC, and the Trainers Newsletter. Rrestricted access and first-use click agreement on usage guidelines to prevent spamming our contact lists.
::Note: Friends of NVC and the Trainers Newsletter are currently Yahoo Groups; some thought needs to be given to whether or not we want to bring them in-house considering current email issues and the occasional inability to get a cnvc.org email to the recipient.
:Importance:
:Status:
:Likelihood:

===Email Digest Option===
A Digest function for the convenience of users who prefer to have messages on a topic, thread or list combined into a single mailing sent to them daily, by discussion volume or weekly.
:Importance:
:Status:
:Likelihood:

===Auto-Trimming of Quoted Prior Emails===
User-selected optional automatic trimming of quoted prior emails to a pre-set number of first and last lines. This would enable those who prefer shorter emails/digests to see only the new text or optionally some or all of the prior "quoted" text. Marshall expressed interest in this feature since it might enable him to follow the Trainer List in particular.
:Importance:
:Status:
:Likelihood:

===Email Archives===
Some method for users to access an email archive. This could enable new participants to review prior messages, or anyone to look something up. Ideally it could be done via Find; Email by date range, Topic or Thread; or interactively via a web interface.
:Importance:
:Status:
:Likelihood:

==Find==
===Map Interface===
Currently near completion on Google solution. Something not requiring JavaScript or other client-side processing preferred. Very helpful to have a visual method of finding trainers and trainings. Also useful if proximity searching is possible, where searching for Los Angeles would find trainers/trainings in any city within a specified distance.
:Importance: High.
:Status: Close to initial client-side implementation.
:Likelihood: High, barring unforeseen complications. Lower for initial server-side solution.

===Pull-down Menus===
Some problems with dependent pull-downs, and user interface simplicity. Close to at least an initial implementation. This may be the most important feature on the new site, since old site although possibly unreliable for volume use was meeting all Find needs. Also useful if proximity searching is possible, where searching for Los Angeles would find trainers/trainings in any city within a specified distance.
:Importance: High.
:Status: Close to initial implementation.
:Likelihood: High, possibly with further enhancements soon after site release.

=William Notes=
Notes from Meeting 06/24/2007 
'''Defined functionality:'''
*The ability to assign moderators to forums
*The ability to subscribe to topic
**optional, subscribe to comment thread
Subscribing meaning to receive email notification that includes body and subject line of comment.
*The option to strip or leave quoted text.
*The ability for the moderator to move both comment thread and topic to another forum and topic.

ITC Drupal Release Feature Issues

2007-06-30T00:07:43Z

Jw4nvc: ITC Drupal Release Feature Issues moved to ITC Drupal Release Features

#REDIRECT [[ITC Drupal Release Features]]

NVC IT Status

2007-06-30T00:06:45Z

Jw4nvc: /* ITC Drupal Release Feature Issues */

This page is the coordination system for a team that is working on improving Information Technology (IT) support within CNVC and throughout the NVC community by providing an integrated computer and web package. This team has adopted the working title of IT Committee (ITC). While details have not yet become clear potential users might include Certified Trainers, Board, Admin. Team, LT, GCC, IIT and Event Planners and Participants, CNVC Staff, Sociocratic Circles, Practice Groups, NVC groups with a particular focus such as Region or Language, Fundraisers, Media, NVC discussion and support groups, and interested individuals. This IT package will likely include database and website tools funded by CNVC to benefit the entire NVC community, with more clarity on guidelines and features emerging as solutions are developed.

'''To help support the effectiveness of this team's work, please consider the following requests:'''

'''For community members who are not on the project team:''' You are welcome to read this page, but please do not edit the page itself. You are welcome to post your comments on the discussion page, but there is no guarantee that you will receive a response from anyone on the project team. If you wish to contact the project team, or if you wish to discuss how you might contribute time or energy to the project, please send us an email at nvc-it (at) yahoogroups.com. You may also go to [http://groups.yahoo.com/group/nvc-it/ our team discussion page] to see what we have been discussing recently.

'''For more information:''' There is an older ITC section on this wiki with additional background information you might find interesting and helpful, titled [[CNVC IT Committee]].

Thank you for your interest and consideration.
 
 

=[[ITC Drupal Release Features]]=
Discussion on Forum and Find for Drupal initial release or post-release implementation.

=[[ITC_News | News]]=
Click [[ITC_News | here]] to read about the latest developments of the ITC.

=[[ITC Call Agenda]]=
Click [[ITC Call Agenda | here]] for the agendas of our ITC meetings.
=[[ITC_Feedback]]=
Click [[ITC_Feedback | here]] to read about Feedback Plan.

=Membership=
This circle co-selects its membership, through dialog with interested others. This circle's decision-making process for adding new members is: by consent of current members. We might ask ourselves and/or discuss the following questions for considerations in the consent process:
# Will adding another person to the ITC increase our size in a way that adversely impacts our ability to hold brief and effective meetings?
# Does this person bring skills we have an identified need for?
# Are we comfortable with the giraffe consciousness and team spirit of this person?
# Might we prefer to request that this person join our meetings as an observer and support the ITC by offering specific contributions that we request, working in collaboration with one or more designated ITC members?
* If someone expresses an interest in joining the ITC, at least one member of the ITC will be designated to connect with that person and report back to the committee with feedback on: the questions above, their sense of connection with this person, and their integrating with the group.
*Meetings: Members are requested to attend most meetings and may fully participate (speaking at any time). Non-members are invited to be on the circle's email list, observe meetings and give comments when invited, and may occasionally be invited to fully participate in meetings. The circle may occasionally choose to close portions of meetings to non-members.

=Project milestones=

==Recent Milestones==
Recent work is documented in our [[ITC Call Agenda]] section.

==Early Milestones==

'''Sept. 12: Consultant selected''' - hurrah! We're moving ahead on CivicSpace/Drupal evaluation with expert help.

'''June 16: Jake set up a first draft of this project coordination page''' - whew, I'm glad that's done!

'''June 14: Markus/Kay finished setting up a CivicSpace installation on nexcess''' - Congratulations!

'''January 31: Complete Alpha Version 1'''

'''February 23: Complete and Post(NVCWIKI) Long Term Goals'''

'''February 23: Complete and Post User Feedback Coordinator Plan'''

'''March 23: Complete Alpha Version 2'''

==Upcoming milestones==

===Configure CivicSpace and understand how well it supports our requirements===

When we reach this milestone, we will have configured our current CivicSpace installation in such a way that it meets our requirements as best as possible, using any existing modules available (but without doing any extra coding ourselves- yet). Also we will have a written record of what steps are required to set up this configuration. Also we will have filled out most of the CivicSpace entries in the tables below, to serve as a written record of which of our requirements are met by our CivicSpace installation, and how well those requirements are met.

===Understand how well BlackBaud supports our requirements===

When we reach this milestone, we will have filled out most of the BlackBaud entries in the tables below, and added more notes in the BlackBaud sections below.

===Decide whether/how to roll out CivicSpace===

Decide whether/how to proceed with rolling out a CNVC-endorsed, production CivicSpace installation for the entire NVC community.

Decide whether/how to integrate CivicSpace with functionality in Kay's existing website.

===Decide whether/how to purchase BlackBaud===

Decide whether/how to proceed with purchasing BlackBaud.

Decide whether/how to integrate BlackBaud with functionality in Kay's existing website and other existing CNVC systems (like QuickBooks, etc.).

=[[ITC Tasks]]=
Click [[ITC Tasks | here]] for a list and breakdown of ITC tasks.

=[[ITC Solutions we're exploring | Solutions we're exploring]]=
Click [[ITC Solutions we're exploring | here]] for a list and description of IT solutions and packages we're exploring.

=[[ITC Suitability of Solutions | Suitability of Solutions]]=
Click [[ITC Suitability of Solutions | here]] for suitability analysis of selected IT solutions and packages.

=NVC IT systems currently running=

==Systems this team is developing==

===[http://cnvcorg.nexcess.net/civicspace/ Our Nexcess CivicSpace Installation]===
===[http://cnvc-dev.advantagelabs.com/ Our Advantage Labs Drupal Installation]===
====Use Cases Implemented====
*User visits site anonymously as a â€œguest member."
*User, as a guest member, emails a certified trainer.
*User creates an account/membership at cnvc.org, signs up for a newsletter.
*User modifies own contact information.
*User finds certified trainer/local nvc supporter/local group or website.
*User member emails a local nvc supporter.
*User visits a local website.
*Certified trainer selects training areas and areas of expertise.
*Staff views complete contact information for a member.

==Production systems (endorsed by - or used within - CNVC)==

===[http://www.cnvc.org/ CNVC.org website]===

===CNVC's QuickBooks===

===IIT spreadsheets===

===CNVC's mailing list database===

==Other production systems (not yet endorsed by CNVC)==

=Requirements we'd like to meet=

==Urgent requirements==

===Contact management===

A centralized repository for contact information for the CNVC network. We want to minimize data duplication: both within the IT systems used by the CNVC office, and within the broader NVC community. As someone creates an account, the default should be to sign them up for Friends of NVC and the newsletter while offering the ability to opt out if they prefer not.

Ability for the office to add a new user (member); we have people who ask to be on our mailing list and do not provide an email address and may not have internet access.

Have a field that includes areas of experience in applying NVC, such as parenting, prisons, schools, social change, business, restorative justice, indigenous populations, etc.

Enable people with certain permissions (such as Certified Trainers and Sociocratic Circle contacts) to be associated with multiple countries/regions so that they can be â€œfoundâ€ by people in multiple countries/regions, by language or by other criteria that may be identified in the future.

Viewers can find people throughout the network, by country (or proximity), by name, by function (trainers, local NVC supporters, GCC members, Sociocratic Circles, etc.) and then view contact information for them. There are two parts to this:

1) we would like the public website (accessible without membership or with guest membership) to display Certified Trainers, Sociocratic Circles, local NVC supporters, Practice Groups, and GCC members with some minimal contact information (to be determined).

2) having certain permissions would allow the viewer to see full contact information (for example trainers or Circle members, and staff could see full contact information on anyone including their email address).

Emailing individual members by members and by the general public (non-members) done safely without giving the email addresses away or sending unsolicited emails.

A report of all people with contact information produced on demand (with correct permissions).

Store travel info for contacts (frequent flyer numbers, etc).

History search, organized correspondence tracking, person history beyond financial.

Foundation data

Database combining online and CNVC office information. Trainer contact info. Donor contact info. Local and Regional NVC group, and Circle contact info.

===Fundraising===

Donation management, reporting and tracking (as robust as is available)

a system for tracking donor contacts

create donor list reports (various categories)

IT Needs specific to fundraising for CNVC:

Database with most or all of the features found in Blackbaud. Reporting mechanism so donors can track their money. Means of tracking who's giving. Communication w/donors via newsletter. Ticklers for donor contact reminders (on screen at morning boot, not via email).

===Event scheduling===

Event scheduling and management: addition, editing, viewing with multiple event types, including scheduling trainings, conferences, meetings, NVC negotiation/mediation, and consulting services for Marshall (our founder) and other trainers or for Circles and other groups.

Keep track of event participants, including things like their room requests, scholarships, payments, etc. Create event participant list reports

Would like to be able to assign multiple trainers to events (as teachers)

Would like to be able to assign multiple contact people to events

One function we would like to have is for trainers, circles or other groups to be able to display their trainings or events (posted in our database) on their own websites. Like one-entry bookkeeping: they only have to enter their trainings once in our system and they can display on their own websites as well as CNVCâ€™s.

Find trainings/events/meetings by date, topic, location/proximity, topic, trainer, difficulty level

Events calendars (different calendars for different types of events, e.g., trainings, donation events, meetings, conferences, etc.)

Individual and group calendars

CNVC-certified trainers can post their trainings; multiple trainers can be assigned to each training, we want multiple contact people to be able to be assigned to a training; Circles or other groups can post events, minutes, agendas and meetings

Online signup for IITs, including even room assignments; similar signup capability for groups and Circles

===Affiliation groups===

Affiliation groups (public and private data to the group). These groups can be language groups (e.g., Francophiles) or interest groups (e.g., restorative justice, parenting); we will want to be able to add new groups as the need arises

Ability of members to add/edit content within the group based on permissions

Ability to store documents, with access based on permissions

===Collaborative workspaces===

Wiki or similar for collaborative document generation and editing, with some areas having limited read and/or write access (e.g. GCC, Certified Trainers, Sociocratic Circles, etc.).

Collaborative work spaces, e.g., a place for Trainers, GCC, or Sociocratic Circles to work that only their members can modify

Ability to create documents in a shared environment with moderated documents, revision control, ability to collaboratively work on shared documents

===Email Interface===

Individual and group listserves (by topic, by person, by permissions) meaning that a trainer, Circle or other affiliation group can have his/her/their own listserve that people can sign up for, and there will also be group listserves, such as Friends of NVC, and the Trainersâ€™ Newsletter.

Note: Friends of NVC and the Trainersâ€™ Newsletter are currently Yahoo Groups; some thought needs to be given to whether or not we want to bring them in-house considering current email issues and the occasional inability to get a cnvc.org email to the recipient

Email publishing option for discussion groups and forums, including Digest function for the convenience of users who prefer that medium

Email interface to blogs for those who prefer that medium.

Emailing segments of users, possibly defined by their permissions and preferences

Email digest daily, by discussion volume or weekly.

User-selected optional automatic trimming of quoted prior emails to a pre-set number of first and last lines.

Online and offline mass mailing tools, with restricted access and first-use click agreement on usage guidelines to prevent spamming our contact lists.

Archive option for email interface?

===Forums/chat rooms===

want for varied topics. For example, empathy rooms (to give/receive empathy), discussion topics; empathy may have a donation associated with it

Online meeting/conference rooms and scheduling them

creation and moderation of discussion groups and forums

===Access control===

Ability of users to add themselves with general permission

Ability to assign different levels of access and multiple accesses to the same person (see list of permissions, below)

Users access their own profile information and update their contact information

User access to only that information and processes that they have permissions for. We are visualizing a variety of groups within the website, and each group would have public and private data of its own. In addition, there will be general public information to which everyone has access.

A certain segment of the website will be publicly viewable but only updated by a specific person or authorized people

A certain segment of the website will be available for, say, certified trainers to post information and once posted, only the person who posted it can change it

Many levels of access control, ranging from top system administrator through project manager and down to anonymous user. This enables a diverse community of people to create and access content with the level of security chosen for each type of user and content.

PERMISSIONS: This is a first take on the different kinds of permissions. A person can have multiple permissions. New permissions can be developed along the way as needs arise.

Those who can set themselves up:
<ul type="square">
<li>Guest Member: a means of giving a visitor access that requires a login ID and password (which would be displayed as a graphic with an email alternative) without setting up an account (so they can email people in the network and see lists of people in various areas of the world, assuming you have to be logged in to do that)</li>
<li>General Members: what people get when they sign themselves up; ability to email people listed on the website and see lists of people in various areas of the world</li>
<li>Local NVC Supporters: a general member would add this permission; would be listed on the website or be able to be found using proximity searching; possibly access to a local supporter forum</li>
<li>Local NVC Groups & Websites: able to sign themselves up (need to deal with the issue of practice groups--talk to Kay); would be listed on the website or be able to be found using proximity searching; possibly access to a local supporter forum</li>
<li>Sociocratic Circles: a group of people who form a circle based on language, region or other commonality; self-registration; listed on website and searchable; meeting agenda and minutes areas with optional restriction of write access to circle's secretary and/or facilitator and possibly other individuals; one or two of a circle's representative(s) may be granted GCC or other administrator-assigned permissions.</li>
</ul>

Permissions that need to be assigned by an administrator:
<ul type="square">
<li>Trainer Candidates: access to a trainer candidate forum?</li>
<li>CNVC-Certified Trainers: access to posting trainings, posting a trainer report; collaborative workspaces (?); ability to post their writings; possibly the ability to set up their own email groups (e.g., to announce their trainings to interested people)</li>
<li>Project Coordinators: access to posting project reports</li>
<li>Organizer: currently the term applies to people who organize trainings for Marshall. Do we expand it to those who organizing NVC trainings for certified trainers? They would be able to supply training details after a training is set up and they are assigned to it as "organizer"</li>
<li>CNVC GCC (staff): access to an area where the GCC can post meeting minutes; access to a private collaborative workspace for the GCC; probably need a GCC forum</li>
<li>Executive director of the Center (staff): </li>
<li>Director of educational services (staff): </li>
<li>International project coordinator (staff): </li>
<li>IIT administration (staff): ability to set up IIT trainings (only ones who can)</li>
<li>CNVC Staff: access to all contact information (this applies to any permission group labelled "staff"); private collaborative workspace(s) (?)</li>
<li>CNVC Office Manager (staff): </li>
<li>Scheduler (staff): ability to set up trainings for Marshall</li>
<li>Webmaster/Site Administrator (staff): </li>
<li>Affiliation groups (language, region, themes/interestsâ€”parenting, professions/avocationsâ€”nursing); there would be a separate permission for each group; collaborative workspaces for each group; forums</li>
<li>Trainers of Trainers: (?)</li>
</ul>

===International enough===

We have a worldwide audience.

Use 4 languages to start with: English, French, German and Spanish. We want the ability to handle international addresses and phone numbers.

We will also have content in different languages that we will want available to the general public. Sometimes the same document will be translated into several languages. How can people using different languages find documents in their language? Say they donâ€™t speak/read much English.

===Secure enough===

We want our information protected from data mining, robots, hackers, etc. For example, there is a Drupal module that stops mining efforts or certain kinds of robots.

Variable levels of strong security.

Secure, to prevent hackers from unauthorized access or damage to the system.

===Supports enough browsers===

A wide variety of browsers are used on cnvc.org. Our statistics average around 61% for IE (20% of that 61% is versions of IE that are so old the version number cannot be determined) with 29 other browser/versions in use, some really old (Netscape 2, for example) and 15% undetermined (those stats are from a recent 7 day period). And we have a significant Mac audience. We want a design that uses CSS, is not dependent on graphics for navigation (which does not mean it canâ€™t use graphics), degrades gracefully to older browsers, and will work on slow speed modems.

===Easy enough to use===

User friendly

Simple to maintain data.

==Important (but not urgent) requirements==

===Content management===

Ability to add/edit content: some content will be â€œofficialâ€ documents (not to be modified, like GCC, Circle or other group minutes); some will be from people with permission to post. Is there a document approval process?

In addition to features/capabilities in CS, would there be some advantage to integrating a wiki for some official documents?

Document storage/exchange (including revision control and classification)

Can store press releases, press kits, and marketing materials. Also need to manage multi-media documents. Online newsletters, journals, magazines. Trainer reports.

Audio/video storage and viewing/listening

Audio and Video streaming and file download capability; free, restricted and paid.

Photos of IITs and other events. Handouts and other documents from IITs and other events. Maps and directions for IITs and other events. FTP and/or BitTorrent / peer network capability for sharing other files.

Integrate blog, forum, file-sharing, wiki or other specialty applications so that they could provide advanced features while still using the same database to provide a single point for contact management?

===Web feeds===

Live "push" technologies like RSS.

===Trainer Certification Management===

Trainer certification renewal (automated)

===E-commerce===

Online store fronts that can deliver either services or goods. Easy to add/interface Kagi? Can we develop our own solution(s)?

===E-learning===

training classes, live or text based

===High enough volume===

Support a high volume of hits, such as would be experienced after our founder appears on Oprahâ€™s television show or some other major media event.

===Good enough support===

Reliable and fast long-term support.

Widely available free and paid technical support.

===Stable enough vendor===

Solid long-term prognosis for commercial developer or open source project. In addition to content, many hours of labor typically go into learning and customizing a system and all that could be lost if the developer or open source project were to be shut down. Note that even very strong corporations are sometimes bought and shut down by larger companies who view them as competition, and open source projects sometimes lose the support and interest of their contributors.

==Nice-to-have requirements==

===Instant messaging===

Instant messaging (Iâ€™m private, visible to friends, or visible to everyone)

===Blogging===

Blogging

===Polls and surveys===

===Webcasts===

we currently use a service that broadcasts a PowerPoint presentation along with voices from speakers who call in by phone. The PPT presentation is not viewable by people using Macs unless they download a pdf of the presentation. We would like a different way to do web casts that works for Macs and PCs.

===Video conferencing===

===Project management===

Project management software/tools

create project financial reports

===Online resource integration===

Online tools integrating various CNVC and other online resources. The cnvc.org website. The NVCwiki website. The Yahoo Groups and other email lists.

===IT support for local NVC groups===

Free IT package on CD or DVD data set, for distribution to NVC groups. Client applications: Pre-configured Linux installation for low-end computer and net access for low-income use. Firefox browser and Thuderbird email application for security and compatibility. OpenOffice for complete MS Office compatible application suite.

Server applications: CivicSpace or equivalent integrated suite. Apache server for those wanting to set up and run their own server.

Free computers with pre-installed IT package, for distribution to NVC groups. Donated computers could be pre-configured by volunteers for shipment to NVC groups. Using the IT package CD/DVD, local and regional volunteers could do the work. Locations with access to suitable donated computers could do the work for shipment to groups nearest their location (e.g. North America for shipment to S. America, Europe for Africa).

===Payroll===

Support for CNVC payroll

===Online/offline integration===

Integration of online and offline content

===Open source===

Open source preferred (see description of [Open Source]) because of:

Low cost. Funds invested in the database reduce funds for CNVC training and scholarships.

No extra cost for distribution to NVC individuals and groups. Most commercial software charges more for each user, computer, or site using the package. GCC individuals and groups around the world could benefit from tools used by CNVC, and content generated would more likely be compatible between GCCs and CNVC.

Well documented open document formats ensure the ability to extract data if another system is chosen in the future, few commercial packages use open standards.

Robust multicultural, multinational and multilingual support.

Extremely reliable and robust with rapid bug fixes, updates and security patches.

Additional modules (e.g. Payroll, Donors, online features) at little or no cost.

Skills learned by IT staff and volunteers on one project would be applicable to other projects, rather than needing to learn different commercial packages.

Easy modification of features, functions, reports and screens. Commercial packages often lack the ability to modify some aspects of features, functions, reports and screens.

Easy creation of new features, functions, reports and screens. Commercial packages generally limit the ability to create new features and functions.

Free online support, with fee-based telephone support often available.

Inexpensive and volunteer IT support is sometimes available for open source applications, because many of these applications are developed by altruists and college students actively seeking projects.

Because customization of open source is generally easier than with commercial software, new features and modules are added daily and shared openly.

Any critical needs CNVC may have which are not already built in could be added by professional programmers at our expense and then shared with the NVC and open source community. Commercial vendors must not only identify a needed feature, but evaluate in advance whether the expense of adding it will produce enough added income to pay the programmers plus profit. It is rare for a commercial vendor to allow a customer to dictate or pay for the development of new features.

In general the open source community support model is free online support 24/7. Users with insufficient technical skills or facing urgent problems not quickly solved online can pay for telephone or on-site support from a wide variety of high quality vendors.

In general bugs and security risks are found and addressed more quickly in open source software than in commercial equivalents. This is partly due to the fact that commercial vendors have a vested interest in concealing flaws, and partly because the open source community is comprised of thousands of users and programmers in every time zone. An example of this may be seen in the free open source Firefox web browser which most experts report is more advanced, robust and secure than the latest Microsoft Internet Explorer.

Open source products often incorporate new technologies more quickly than commercial products because the latter must amortize their investments. Even if a package is unable to incorporate needed new technologies, commercial products tend to lock users in with proprietary data formats while open source products use published standards that make it easier to migrate existing work to a new open source or commercial platform.

Many programmers are available who have the skills to modify open source software. Some programmers, consultants and support might be found at no cost or relatively cheaply at technical schools and in the global open source community. Any customization work done can be offered free to other non-profits.

= ITC's Feature Requests =

This section is a means of communication from the ITC to the developers - for each requirement, it lists the features the ITC would like the developers to consider implementing to support that requirement. When possible, for clarity, these features are described in relation to features that have already been implemented on other existing web sites.

==Urgent requirements==
===Contact management===
===Fundraising===
===Event scheduling===

===Affiliation groups===

====Feature: Chronological Display of Postings====
The ability to view posts/comments/replies in reverse chronological order (most recent posts/comments/replies listed first). (Like the default sort order in yahoo groups - for an example, see http://groups.yahoo.com/group/nvc-it/messages?o=1 ) (added by Jake)

===Collaborative workspaces===
===Email Interface===

====Feature: Include complete post in email notification====
In each email notification about a new post/comment/reply, include the complete post/comment/reply (not just the first few lines of the post/comment/reply). (added by Jake)

====Feature: Full email interface for group discussion====
One thing that makes Google Groups (as well as Yahoo Groups) especially appealing to me, and I'm guessing to others in the NVC community as well, is that it has a full e-mail interface for participating in group discussion - meaning that I can read, post, and reply to messages from the group from my email client by simply sending and replying to emails, without ever having to open a web browser or log in to a web site. For me this is a real time saver, especially considering the amount of group communication I do electronically. I'm hoping this is a feature our web site will have eventually. (added by Jake)

===Forums/chat rooms===
===Access control===
===International enough===
===Secure enough===
===Supports enough browsers===
===Easy enough to use===
==Important (but not urgent) requirements==
===Content management===
===Web feeds===
===Trainer Certification Management===
===E-commerce===
===E-learning===
===High enough volume===
===Good enough support===
===Stable enough vendor===
===Picture on Profile===
Request from Marshall, Certified Trainers, and GCC members.(add by William)

===CNVC News===
A "CNVC News" feature could provide a central place for giraffes to share what's going on. 
'''MBR Request:'''
*The ability for network supporters to post information about NVC in their local area. The articles would be categorized by: Business, Celebrations, Mourning, Request for support.(added by William) 
'''Jori Request:'''
*The articles would be categorized by: Education/Parenting, Personal Liberation, Government, Restorative Justice, Economics/ Business.(added by William) 
'''John Comments:'''
*A "CNVC News" feature could provide a central place for giraffes to find out what's going on.
*Categories:
:*Social Change (also included in all other categories).
:*Celebration/Mourning.
:*Requests/Offerings (for anything, including support - also volunteer moderators).
:*Education/Parenting.
:*Personal Liberation.
:*Government.
:*Restorative Justice.
:*Economics/Business.
:*News/Misc/Other (if trends emerge, more topics could be added).
*CNVC News coupled online collaboration tools like forums and blogs could be extremely powerful in creating and sustaining a truly global NVC community that is vastly larger and more diverse, because the Drupal platform we're developing has extensive support for multiple languages. A moderated CNVC News could be a collected and edited version of all unmoderated forums and blogs, to meet needs for both integrity for CNVC and expression (with a CNVC disclaimer on that public section) for the network. Open forums and blogs could be a great place for CNVC to harvest items for promotional efforts like Giraffes Around the World.
 

==Nice-to-have requirements==
===Instant messaging===
===Blogging===
===Polls and surveys===
===Webcasts===
===Video conferencing===
===Project management===
===Online resource integration===
===IT support for local NVC groups===
===Payroll===
===Online/offline integration===
===Open source===

= Developers' Plans For Upcoming Versions =

This section is a means of communication from the developers to the ITC - for each upcoming version, it lists the date the developers expect to complete the version, and the features that will be finished and working in that version. When possible, for clarity, these features are described in relation to features listed in the "ITC's Feature Requests" section above, or in relation to features that have already been implemented on other existing web sites. The features are organized into sections by requirement.

== Version to be completed January 31, 2007 ==

January 18, 2007 
Bobbi Anderson, William Poehner, Kay Schwarzrock

=== Addressing ease-of-use/usability needs ===
We will be working with configuration management to create a look and feel and navigation that addresses the comments that were created in the ITC group regarding an easy-to-use website. It is hoped that we can do this in parallel with the tasks below. From the comments written, we believe this can be done using configuration management. If we see this one becoming a huge amount of work or custom code, we will immediately come back to the group and let you know that. Weâ€™ll be working on the design later (i.e., column width, color). We are not attempting to create the perfect theme by 1/31, just improve the ease-of-use and navigation. Itâ€™s easy to change colors and the look and right now our focus is on the functions and ease-of-use of the functions.

=== What is needed to turn off â€œinsidecnvcâ€ ===
In addition to the current static pages, in order to replace cnvc.org with a Drupal website, we need several pieces of functionality which will replace â€œinsidecnvcâ€: 
1. Public/private data access needs to be set up 
2. Contact management with display for certain roles, including the ability to find types of people 
3. The ability for trainers to post trainings, including managing topics 
4. The ability for trainers to post/view trainer reports (an organic group) 
5. An emailable report of the private information for all certified trainers, board members, Leadership Team, GCC, and staff/admin 
6. The current data needs to be converted into the new system

=== Contents of The January Release ===

We are planning a first release for the end of January. The first release will include the following: 
* The public/private information will be defined and functioning 
* Contact information management will be complete (the profile) for the roles we have currently defined 
* Intuitive: ability to add self, sign up, go back and edit my profile and user info with some ease 
* Look and feel, cross browser, stability and ease of changing 

Here are the details: 
==== Public/private information ====

To review with this document is an Excel spreadsheet (or a pdf) showing the public/private permissions for each of the roles and data fields that we have so far defined. Please review the spreadsheet and give us your feedback. These are the rules and permissions that form the foundation for the website. 

==== Contact information management ====

The user profile will be complete for each of the roles we have specified in the matrix.
This will create a centralized repository for contact information for the CNVC network.

Ability for the office to add a new user (member); we have people who ask to be on our mailing list and do not provide an email address and may not have internet access.

Have a field that includes areas of experience in applying NVC, such as parenting, prisons, schools, social change, business, restorative justice, indigenous populations, etc.

Enable people with certain permissions (such as Certified Trainers) to be associated with multiple countries/regions so that they can be â€œfoundâ€ by people in multiple countries/regions, by language or by other criteria that may be identified in the future.

Viewers can find people throughout the network, by country (or proximity), by name, by function (trainers, local NVC supporters, GCC members, Leadership team and the board, etc.) and then view contact information for them. There are two parts to this: 
1) we would like the public website (accessible without membership or with guest membership) to display Certified Trainers, local NVC supporters, board, LT and GCC members with some minimal contact information (to be determined). 
2) having certain permissions would allow the viewer to see full contact information (for example trainers and staff could see full contact information on anyone including their email address).

Emailing individual members by members and by the general public (non-members) done safely without giving the email addresses away or sending unsolicited emails.

==== Use Cases ====

*User visits site anonymously as a â€œguest member."
*User, as a guest member, emails a certified trainer.
*User creates an account/membership at cnvc.org, signs up for a newsletter.
*User modifies own contact information.
*User finds certified trainer/local nvc supporter/local group or website.
*User member emails a local nvc supporter.
*User visits a local website.
*Certified trainer selects training areas and areas of expertise.
*Staff views complete contact information for a member.

=== Developers' post-development review ===

==== A comparison of the original plan to what was actually accomplished - for example was there anything that was planned but not finished? ====

1) The public/private information is defined and functioning--this is the foundation of the website.
This means the roles are created and the field access has been defined. While we may change various accesses as we do more testing, and will add more fields to it as we add functions that require additional fields, the task is essentially complete.

2) The profile is set up for all our current roles (note: trainers can select multiple countries, trainers can also specify areas of expertise,
both are new abilities).

3) It's intuitive: ability to add self, sign up, go back and edit my profile and user info with some ease.
It's hard to measure what is intuitive. I believe this is done, but the answer to this one probably comes from the ITC and the users.

4) Look and feel, cross browser, stability and ease of changing.
We simplified the look and feel, dropping many items from the navigation. Again, the answer to this one probably comes from the ITC and the users.

In addition to the items in the plan, we have been updated to 5.1 Drupal which changes how we do events (it eliminates the event module--now we just put dates on the nodes, use views and output in calendar format) Allie did some analysis and determined that it would save us money to convert us now because several things we wanted are easier to do in 5.0. So they moved us.

While the stated objectives were met, we are not able to find local nvc supporters yet and therefore 3 of the anticipated use cases are not completed. What is not complete is being able to find the local nvc supporters. The functionality of the use cases is available for other people types.

==== A summary of what the developers' learned through developing this version? ====

We learned that when we lay out a plan for a phase, we need to have intermediate goals with dates, so that we can check our progress intermittantly rather than thinking everything is coming along but we can't really tell because everything is due at the end.

==== Use cases: ====

* '''User visits site anonymously as a â€œguest member."''' User goes to: http://cnvc-dev.advantagelabs.com/ User clicks on "New to this site?" in the Quick Links on the left at the top. User then sees a page with information on how to use this website. User clicks on "Learn/Teach NVC" and sees a page of information on learning NVC. 3 links have appeared under "Learn/Teach NVC": "NVC Concepts", "Learn NVC", and "Share/Teach NVC." User click on "NVC Concepts" and sees page titled "Nonviolent Communication is. . .?" In addition, at the top of the right column there is a list of links in the "NVC Concepts" section along with the links to the other major sections of "Learn/Teach NVC." User clicks on "Needs List" link and sees the page for the list of needs.

* '''User, as a authenticated member, emails a certified trainer.''' User goes to: http://cnvc-dev.advantagelabs.com/ User logs in as authenticated user. User clicks on Find." User then clicks on "Find a trainer." User sees page titled "Find Trainers." User clicks on "US" in country list and then clicks on the "submit" button. User sees list of trainers whose home country is the USA. User clicks on trainer name "Kay Schwarzrock" and sees profile. User clicks on the tab "Contact" and sees email components. User fills in "Subject" and "Message." User checks "Send yourself a copy." and then clicks "Send e-mail" button. User receives a copy of the email in his/her in box.

* '''User creates an account/membership at cnvc.org, signs up for a newsletter.''' User goes to: http://cnvc-dev.advantagelabs.com/ User scrolls down the page and clicks on "Create new account" on the left. User keys in Username and E-mail address. User clicks on "Create new account" button. User is returned to home page. User receives email with password. User scrolls down and enters Username and Password from email into boxes, and clicks on "Log in" button. User clicks on "My account" link in left column below User's name. User clicks on "Edit" tab. User enters a new password, twice, enters signature text, allows check mark for personal contact form to allow others to email user, user chooses time zone, user clicks on the "Submit" button to save changes. User clicks on "Profile Information" tab. User types Last Name, First Name, Your Name for Public View, types a postal address, postal code, selects a language, selects phone type 1, enters an international phone number 1, enters a national phone number 1, user checks box for "Network News", fills in Location information, clicks on "Submit" button, completing account setup.

* '''User modifies own contact information.''' User goes to: http://cnvc-dev.advantagelabs.com/ User logs in as authenticated user. User clicks on "My account" link in left column below User's name. User clicks on the "Profile Information" tab. User types new postal address. User clicks on "Submit button, saving changes.

* '''User finds certified trainer/local nvc supporter/local group or website.''' User goes to: http://cnvc-dev.advantagelabs.com/ User logs in as authenticated user. User clicks on Find." User then clicks on "Find a trainer." User sees page titled "Find Trainers." User clicks on "US" in country list and then clicks on the "submit" button. User sees list of trainers whose home country is the USA. User clicks on trainer name "Kay Schwarzrock" and sees profile.

* '''Certified trainer selects training areas and areas of expertise.''' Certified trainer goes to: http://cnvc-dev.advantagelabs.com/ Certified trainer logs in. Certified trainer clicks on "My account" link in left column below Certified trainer's name. Certified trainer clicks on the "Profile Information" tab. Certified trainer scrolls down to "Training Expertise" list. Certified trainer holds down the control key and clicks on Business, Parenting, and Schools. Certified trainer clicks on "Submit button, saving changes.

* '''Staff views complete contact information for a member.''' Staff goes to: http://cnvc-dev.advantagelabs.com/ Staff logs in as authenticated user. Staff clicks on Find." Staff then clicks on "Find a trainer." Staff sees page titled "Find Trainers." Staff clicks on "US" in country list and then clicks on the "submit" button. Staff sees list of trainers whose home country is the USA. Staff clicks on trainer name "Kay Schwarzrock" and sees profile. Staff sees complete listing of profile information, including private fields (postal code, website, postal address, phones 1-3, if used, and newsletter choices.

== Version to be completed March 16, 2007 ==
'''Alpha Version 2 Inside CNVC & IIT Foundation''' 
Completion Date: 03/16/2007 
Developers Review Date: 03/06/2007 

'''Developers Goal for Alpha Version 2''' 
The goal in this version is to finalize the reproduce the functionality currently available at cnvc.org/insidecnvc along with the basic foundation layout of the IIT on line registration/management implementation.

'''Reproduction of â€œInsideCNVCâ€ Functionality''' 
*The ability for trainers to log into Inside CNVC and see private data (logo information, etc...)
*The ability for trainer to post trainings
*The ability for trainers to view/post annual trainer report
*The ability to View/Print and Email CNVC contact list
*The ability for anonymous/authenticated users to search/find training by location
*The ability for anonymous/authenticated users to search/find training by date
*The ability for anonymous/authenticated users to search/find training based on level, topic, trainer
*The ability for anonymous/authenticated users to view training in calender view*
*The ability for trainers to add picture to their profile page*
(*Currently not available on cnvc.org/insidecnvc)

'''Reproduction of â€œIIT Registration/Managementâ€ Functionality''' 
*The ability to create and schedule an IIT Training
*The ability to post BIS (basic information sheet) for public view
*The ability select multiple trainers
*The ability for Registrar to post IIT training on front page
*The ability to moderate participants subscription to IIT
*The ability to upload/download/store documents specif to IIT's

Proposed Budget (Hours) 
*Advantage Labs (30 hours CAP)
*William (80 hours)
*Kay
*Markus

'''Use Case''' 

'''The ability for trainers to login to Inside CNVC and see private data. ''' 
Certified Trainer logs in to cnvc.org by entering user name and password into login block at the bottom right hand corner. After user click on login a new menu appear on the right with the heading my groups. The user then click on â€œInsideCNVCâ€ link. The user then see the front page with all logo and private certified trainer information. New menu option are available on the right hand side. 
'''The ability for trainer to post trainings and attach documents''' 
The user is viewing front page of â€œInsideCNVCâ€. On the right there are menu option only visible to member in the group. User clicks on create training and training edit options are displayed. The user then enters in training name, description, location, certified trainers and also attaches any documentation associated with training.(For IIT's the user would have to upload pictures to complete IIT front page) In the same window the user has the ability to choose moderation options. Click submit at the bottom and training is posted and visible depending on subscription options. 
'''Moderating a Training/Group''' 
In the same trainer edit window the moderator has the option to choose different levels of subscription.
*Open- subscription requests are accepted immediately.
*Moderation- subscription requests must be approved.
*Invite only-subscriptions must be created by an administrator.
*Closed-subscriptions are fully administered by an administrator.
'''The ability for trainers to view/post annual trainer report''' 
User is looking at front page of â€œInsideCNVCâ€ on the right hand side he/she has the option to create an annual trainer report. After clicking on annual trainer report the browser displays editing view of node. There are two fields available one for the trainer name and the other for the body of the trainer report. Having a simple node like this gives trainers with limited Internet access to quickly input there information, rather than fill out a lengthly form.
To view a trainer report there will be section on the â€œInsidecnvcâ€ front page were all the content will be grouped by type. 
'''The ability to View/Print and Email CNVC contact list.''' 
User is looking at the front page of â€œInsideCNVCâ€. On the right hand side there will be a link that you can click that will take you directly to the Private â€œInsideCNVC Reportâ€. With contact information for all certified trainers, board members etc. There will be a print option and ability to cut and paste into an email. (I'm guessing its possible to have an option to email the article to the group) 
'''The ability for anonymous/authenticated users to search/find training by location''' 
User clicks on the find link, under quick links menu. The front page will change to find page and the menu will expand. User then click on search/find by location. Map of the world will be displayed, along with a list of continents. User click's North America and the page displays search options for country's available in that region. Then the user choose states, provinces available for that region to narrow do the search. 
'''The ability for anonymous/authenticated users to search/find training by date''' 
User clicks on find and is directed to find page main menu, same as previous use case. User then clicks on find training by date. User is able to select date range and click submit to view available trainings. (Use case subject to change, undergoing testing) 
'''The ability for anonymous/authenticated users to view training in calender view''' 
User click on calender icon or picture in find main menu. User is directed to calender page with a list of trainings by calender view.
(Use case subject to change, undergoing testing) 
'''The ability for trainer to add pictures to there profile page''' 
User logs in to cnvc.org site and clicks on my accounts. User clicks on profile information and at the bottom has an option to upload picture.

==Alpha Version 2 Review==
'''Summery of Alpha Version 2''' 
Function not completed: 
*The ability for anonymous/authenticated users to search/find training by date.
**Reason: I need more time to further evaluate this function on how it will correspond with other training content types (IIT Training).
*The ability for Registrar to post IIT training on front page.
**Reason: Originally this would be an ease function to add, although currently its not possible to grant this level of access with out giving too much access.
*The ability for trainers to post an annual report.
**Although this function is functional, I would like to spend more time fine tunning it. For example limiting the amount of reports that could be created in one year.
Additional Function Completed: 
*The ability for Users to search training and local supporters by map view.

'''Developer's Learning''' (non Technical) 
*When a site is been moved make sure to have a weeks worth of time to sort out bugs.
*Document development notes along the way, make sure to include that as part of the development schedule.

'''Uses Cases'''
*'''The ability for trainers to log into Inside CNVC and see private data:''' User goes to site http://cnvc.advantagelabs.com/ and logs in as a certified trainer. The user see Certified trainer block menu at the bottom right hand corner. User clicks on Certified trainer group and the menu expands. Listed below is Contact List, Logos to go, trainer renewal documents.
*'''The ability for trainer to post training's:''' User goes to site http://cnvc.advantagelabs.com/ and logs in as a certified trainer. The user see Certified trainer block menu at the bottom right hand corner. User clicks on Create a training and the system takes the user to the training edit window. The user enters training location and training details. User then clicks on submit to save the training and the training is now posted under find a training under quick links.
*'''The ability for trainers to view/post annual trainer report:''' User goes to site http://cnvc.advantagelabs.com/ and logs in as a certified trainer. The user see Certified trainer block menu at the bottom right hand corner. The user clicks on create a trainer report. The system takes the user to the annual trainer report edit screen. The user fills in trainer first and last name along with choosing year from the drop down menu. The user then enter trainer report into the trainer report text box. User click save and the trainer report is posted in Certified Trainer Group home page.
*'''The ability to View/Print and Email CNVC contact list:''' User goes to site http://cnvc.advantagelabs.com/ and logs in as a certified trainer. The user see Certified trainer block menu at the bottom right hand corner. The user clicks on Certified trainer group and the list expands. User then click on contact list and the system shows the contact list. User clicks copy's and paste text into an email.
*''' The ability for anonymous/authenticated users to search/find training by location:''' User goes to site http://cnvc.advantagelabs.com/ and click on find a under Quick links. The list expands and the user has the option to find a training via map view, calendar and list. User click on list and has the ability to sort from country, topic, language and level. User chooses one or two options from each category and clicks submit to filter the list. The user can now see a filtered list with the course name, topic, date, province/state and country.
*'''The ability for anonymous/authenticated users to search/find training by date:''' This function was not configured and will be added into the calendar function on the next release.
*'''The ability for anonymous/authenticated users to search/find training based on level, topic, trainer:'''this function has been addressed in option,"The ability for anonymous/authenticated users to search/find training by location:" use case.
*'''The ability for anonymous/authenticated users to view training in calender view:''' User goes to site http://cnvc.advantagelabs.com/ and click on find, under Quick links. The list expands and the user has the option to find a training via map view, calendar and list. The user clicks on Training calendar. The user then sees the current month and all training available for the current month. The user can click on the next arrow to see a training available for future months. The user also has options to click on the Year, Week and Day view to see a more filtered view.
*'''The ability for trainers to add picture to their profile page:''' User goes to site http://cnvc.advantagelabs.com/ and logs in as a certified trainer. the user clicks under my account under the users name. User then clicks on edit tab and the browser shows the edit window. The user then scrolls down to picture option were the user has the browser button were the user can choose a picture file to upload. User then click submit at the bottom and the picture file is then shown on the profile view page.
'''IIT Functionality''' 

*'''The ability to create and schedule an IIT Training''', '''The ability to post BIS (basic information sheet) for public view''' ,'''The ability to upload/download/store documents specif to IIT's:''' Registrar goes to site http://cnvc.advantagelabs.com/ and logs in as staff member. Registrar then clicks on "create content" menu option under there user name. The system the shows the content available to create. The registrar then click on IIT Training and the system navigates to IIT Training edit window. Registrar can now enter all IIT basic location, fill out BIS information, attach pictures to BIS information field. Registrar also has the ability to upload BIS information sheet at the bottom of the edit window. Registrar then click on submit and the IIT is saved.
*'''The ability to moderate participants subscription to IIT:''' User goes to site http://cnvc.advantagelabs.com/ and logs in under authenticated user. User sees IIT training listed at the top right hand corner and click on the link. User is able to see IIT Basic information and download basic information sheet. User then has an option to request a subscription. User clicks on subscribe button and the system displays"Subscription request to the IIT group awaits approval by an administrator". The user then waits for email notification for subscription approval. The group administrator is the notified by email and logs in to accept approval.
==Version to be complete May 14th==
'''Beta Version 3''' 

'''Developers Goal''' 
Our goal is to produce a preproduction version of the Drupal site. We will incorporate the information gathered from the feedback team (which is assessed by the IT Committee) into the new site, and port over data and content from the existing site. We will add minor functionality and continue testing current functionality.

'''Functionality:'''
*Email notification when a certified trainer updates their email address.
*Email notification when a certified trainer post trainer report. (add date field/ sort by date )
*Ability to accept training request.
*Ability to manage/moderate training request.
*For authenticated user to post Forum topics and entries
*Ability for an authenticated user to create personal blog and post blog entries

'''Data Porting:'''
*Port over all Countries, languages, training topics. (4 hours)
*Port over all cnvc.org page content (5 days 1 person)
*Port over user profiles, training and trainer reports. (Advantage Labs)

'''Misc. Tasks'''
*Create online book on drupal site and document development decisions
*Resolve bugs and make changes based on Feedback team information

'''Budget:'''
Advantage Labs 
Data import Script from both Event & Contact tables 
16 hours 
Bug and changes from Feedback team 
8 hours 
Meetings, Training & Consulting 
4 hours 
Email notification script 
2 hours 
Total 30 hours ($3,000.00) 

= Long Term Development Plans =

== Alpha Version 3: ==
* Begin user testing
* Respond to user input with changes
* Port over countries, languages, training topics
* Continue to port over content
* Add email/notification of people of various changes (updating email address for trainersâ€™ newsletter, trainer report adding)
* Test porting â€œinsidecnvcâ€ content (users, trainings, trainer reports)

== Alpha Version 4: ==
* Complete IIT functions
* Port over final content pages from website
* Port over â€œinsidecnvcâ€ content (users, trainings, trainer reports)
* Go live with original login IDs and passwords from â€œinsidecnvcâ€

== GO LIVE WITH PUBLIC ==

== Beta Version 1: ==
* Affiliation groups
* Collaborative workspaces
* Request a Marshall training
* Review Marshall requests
* Accept a Marshall training

== Beta Version 2: ==
* Ecommerce
* Email Interface
* Downloading changes to Quick Books

== Beta Version 3: ==
* Fundraising (probably with a 3rd party vendor)

== Beta Version 4: ==
* Elearning

ITC Drupal Release Features

2007-06-28T06:19:37Z

Jw4nvc: Moderators

ITC Drupal Release Features

2007-06-28T06:10:46Z

Jw4nvc: /* From Original List */ - all integrated in new items

=Features Still Pending=
==Forums==
===Private Fora Hidden===
Currently in the Drupal core modules any Forum not available to a given user is shown as empty. Feature request is to have anything unavailable to a given user not show at all for that user, in order to reduce confusion and clutter.
:Importance: Medium.
:Status: Dreams and research.
:Likelihood: Medium, depending on results of research.

===Subject Autofill===
If subject line is automatically filled with the thread's subject, it will be much easier to track multiple threads in a Topic. This could function identically for Reply or Comment to a post. Currently the core Forums only track via indentation. If some other or additional thread tracking mechanism were available, having subjects auto-generated from the first few words of text as currently done in the core Drupal forum modules might work.
:Importance:
:Status: Dreams and research.
:Likelihood:

===Thread Tracking Mechanism===
Some method to supplement indentation for tracking discussion threads. The ability to "collapse" or "accordion" Topics and Threads would enable users to skim a discussion without the requirement of loading and reading the entire contents. Other mechanisms might already be available in different forum modules.
:Importance:
:Status:
:Likelihood:

===Topic/Thread View===
Many web forums enable users to browse by Topic or Thread, so that a particular dialog can be followed without reading the entire Forum or Topic.
:Importance:
:Status: Dreams and research.
:Likelihood:
===Clarification of Topic/Comment Interface===
Currently the core Forums are confusing for users in distinguishing between posting a Topic or a Comment, and in reading them.
:Importance:
:Status: Dreams and research.
:Likelihood:

===Clarification of Interface Terminology===
Currently the terminology used in core Forums is confusing for users due to choice of words that don't match functions. For example, "Subscribe" is used to select whether the user would like notification when a new message is posted. Simply changing the word used to "Notification" would help greatly in clarifying what this function does. One problem would be identifying and changing all instances of unclear terminology. Another problem could arise in different languages, since terminology in those could be based on the words chosen in the Drupal core. There is also the possibility that non-core modules (including any added later) could use the old terminology.
:Importance: Medium.
:Status:
:Likelihood:

===Reduction of Clutter===
Currently the core Forums have far more details and options than are readily understood or likely to be used by newbies.
:Importance:
:Status: Dreams and research.
:Likelihood:

===Live Chat Rooms===
For varied topics. For example, empathy rooms (to give/receive empathy), discussion topics; empathy may have a donation associated with it. Online meeting/conference rooms and scheduling them.
:Importance:
:Status: Dreams and research.
:Likelihood:

==Email Features==
===Email Forum Participation===
The ability to participate in Forums via email, rather than only via website. Very useful for some users, especially low-bandwidth users. Preferred by many users, since their main medium for online interaction is email.
:Importance: High.
:Status: Dreams and research, possibly seeking bids.
:Likelihood: Low, since it probably requires lots of custom code.

===Thread Notification===
Ability to check a box for notification if someone posts a followup to a thread or topic. Currently in core Drupal "subscribing" to a Topic sends notification of all posts to that topic, including those by that user. Notification by thread would enable someone to post a topic and only receive notification if a reply or comment is made to that post (preferably not posts made by the user posting).
:Importance:
:Status: Dreams and research.
:Likelihood:

===Email Lists===
Individual and group mass mailing (by topic, by person, by permissions, by preferences) meaning that a Trainer, Circle or other affiliation group can have his/her/their own listserve that people can sign up for, and there will also be group listserves, such as Friends of NVC, and the Trainers Newsletter. Rrestricted access and first-use click agreement on usage guidelines to prevent spamming our contact lists.
::Note: Friends of NVC and the Trainers Newsletter are currently Yahoo Groups; some thought needs to be given to whether or not we want to bring them in-house considering current email issues and the occasional inability to get a cnvc.org email to the recipient.
:Importance:
:Status:
:Likelihood:

===Email Digest Option===
A Digest function for the convenience of users who prefer to have messages on a topic, thread or list combined into a single mailing sent to them daily, by discussion volume or weekly.
:Importance:
:Status:
:Likelihood:

===Auto-Trimming of Quoted Prior Emails===
User-selected optional automatic trimming of quoted prior emails to a pre-set number of first and last lines. This would enable those who prefer shorter emails/digests to see only the new text or optionally some or all of the prior "quoted" text. Marshall expressed interest in this feature since it might enable him to follow the Trainer List in particular.
:Importance:
:Status:
:Likelihood:

===Email Archives===
Some method for users to access an email archive. This could enable new participants to review prior messages, or anyone to look something up. Ideally it could be done via Find; Email by date range, Topic or Thread; or interactively via a web interface.
:Importance:
:Status:
:Likelihood:

==Find==
===Map Interface===
Currently near completion on Google solution. Something not requiring JavaScript or other client-side processing preferred. Very helpful to have a visual method of finding trainers and trainings. Also useful if proximity searching is possible, where searching for Los Angeles would find trainers/trainings in any city within a specified distance.
:Importance: High.
:Status: Close to initial client-side implementation.
:Likelihood: High, barring unforeseen complications. Lower for initial server-side solution.

===Pull-down Menus===
Some problems with dependent pull-downs, and user interface simplicity. Close to at least an initial implementation. This may be the most important feature on the new site, since old site although possibly unreliable for volume use was meeting all Find needs. Also useful if proximity searching is possible, where searching for Los Angeles would find trainers/trainings in any city within a specified distance.
:Importance: High.
:Status: Close to initial implementation.
:Likelihood: High, possibly with further enhancements soon after site release.

=William Notes=
Notes from Meeting 06/24/2007 
'''Defined functionality:'''
*The ability to assign moderators to forums
*The ability to subscribe to topic
**optional, subscribe to comment thread
Subscribing meaning to receive email notification that includes body and subject line of comment.
*The option to strip or leave quoted text.
*The ability for the moderator to move both comment thread and topic to another forum and topic.

ITC Drupal Release Features

2007-06-28T06:09:26Z

Jw4nvc: Live Chat

=Features Still Pending=
==Forums==
===Private Fora Hidden===
Currently in the Drupal core modules any Forum not available to a given user is shown as empty. Feature request is to have anything unavailable to a given user not show at all for that user, in order to reduce confusion and clutter.
:Importance: Medium.
:Status: Dreams and research.
:Likelihood: Medium, depending on results of research.

===Subject Autofill===
If subject line is automatically filled with the thread's subject, it will be much easier to track multiple threads in a Topic. This could function identically for Reply or Comment to a post. Currently the core Forums only track via indentation. If some other or additional thread tracking mechanism were available, having subjects auto-generated from the first few words of text as currently done in the core Drupal forum modules might work.
:Importance:
:Status: Dreams and research.
:Likelihood:

===Thread Tracking Mechanism===
Some method to supplement indentation for tracking discussion threads. The ability to "collapse" or "accordion" Topics and Threads would enable users to skim a discussion without the requirement of loading and reading the entire contents. Other mechanisms might already be available in different forum modules.
:Importance:
:Status:
:Likelihood:

===Topic/Thread View===
Many web forums enable users to browse by Topic or Thread, so that a particular dialog can be followed without reading the entire Forum or Topic.
:Importance:
:Status: Dreams and research.
:Likelihood:
===Clarification of Topic/Comment Interface===
Currently the core Forums are confusing for users in distinguishing between posting a Topic or a Comment, and in reading them.
:Importance:
:Status: Dreams and research.
:Likelihood:

===Clarification of Interface Terminology===
Currently the terminology used in core Forums is confusing for users due to choice of words that don't match functions. For example, "Subscribe" is used to select whether the user would like notification when a new message is posted. Simply changing the word used to "Notification" would help greatly in clarifying what this function does. One problem would be identifying and changing all instances of unclear terminology. Another problem could arise in different languages, since terminology in those could be based on the words chosen in the Drupal core. There is also the possibility that non-core modules (including any added later) could use the old terminology.
:Importance: Medium.
:Status:
:Likelihood:

===Reduction of Clutter===
Currently the core Forums have far more details and options than are readily understood or likely to be used by newbies.
:Importance:
:Status: Dreams and research.
:Likelihood:

===Live Chat Rooms===
For varied topics. For example, empathy rooms (to give/receive empathy), discussion topics; empathy may have a donation associated with it. Online meeting/conference rooms and scheduling them.
:Importance:
:Status: Dreams and research.
:Likelihood:

==Email Features==
===Email Forum Participation===
The ability to participate in Forums via email, rather than only via website. Very useful for some users, especially low-bandwidth users. Preferred by many users, since their main medium for online interaction is email.
:Importance: High.
:Status: Dreams and research, possibly seeking bids.
:Likelihood: Low, since it probably requires lots of custom code.

===Thread Notification===
Ability to check a box for notification if someone posts a followup to a thread or topic. Currently in core Drupal "subscribing" to a Topic sends notification of all posts to that topic, including those by that user. Notification by thread would enable someone to post a topic and only receive notification if a reply or comment is made to that post (preferably not posts made by the user posting).
:Importance:
:Status: Dreams and research.
:Likelihood:

===Email Lists===
Individual and group mass mailing (by topic, by person, by permissions, by preferences) meaning that a Trainer, Circle or other affiliation group can have his/her/their own listserve that people can sign up for, and there will also be group listserves, such as Friends of NVC, and the Trainers Newsletter. Rrestricted access and first-use click agreement on usage guidelines to prevent spamming our contact lists.
::Note: Friends of NVC and the Trainers Newsletter are currently Yahoo Groups; some thought needs to be given to whether or not we want to bring them in-house considering current email issues and the occasional inability to get a cnvc.org email to the recipient.
:Importance:
:Status:
:Likelihood:

===Email Digest Option===
A Digest function for the convenience of users who prefer to have messages on a topic, thread or list combined into a single mailing sent to them daily, by discussion volume or weekly.
:Importance:
:Status:
:Likelihood:

===Auto-Trimming of Quoted Prior Emails===
User-selected optional automatic trimming of quoted prior emails to a pre-set number of first and last lines. This would enable those who prefer shorter emails/digests to see only the new text or optionally some or all of the prior "quoted" text. Marshall expressed interest in this feature since it might enable him to follow the Trainer List in particular.
:Importance:
:Status:
:Likelihood:

===Email Archives===
Some method for users to access an email archive. This could enable new participants to review prior messages, or anyone to look something up. Ideally it could be done via Find; Email by date range, Topic or Thread; or interactively via a web interface.
:Importance:
:Status:
:Likelihood:

==Find==
===Map Interface===
Currently near completion on Google solution. Something not requiring JavaScript or other client-side processing preferred. Very helpful to have a visual method of finding trainers and trainings. Also useful if proximity searching is possible, where searching for Los Angeles would find trainers/trainings in any city within a specified distance.
:Importance: High.
:Status: Close to initial client-side implementation.
:Likelihood: High, barring unforeseen complications. Lower for initial server-side solution.

===Pull-down Menus===
Some problems with dependent pull-downs, and user interface simplicity. Close to at least an initial implementation. This may be the most important feature on the new site, since old site although possibly unreliable for volume use was meeting all Find needs. Also useful if proximity searching is possible, where searching for Los Angeles would find trainers/trainings in any city within a specified distance.
:Importance: High.
:Status: Close to initial implementation.
:Likelihood: High, possibly with further enhancements soon after site release.

=From Original List=

===Email Interface===
====Feature: Include complete post in email notification====
In each email notification about a new post/comment/reply, include the complete post/comment/reply (not just the first few lines of the post/comment/reply). (added by Jake)

====Feature: Full email interface for group discussion====
One thing that makes Google Groups (as well as Yahoo Groups) especially appealing to me, and I'm guessing to others in the NVC community as well, is that it has a full e-mail interface for participating in group discussion - meaning that I can read, post, and reply to messages from the group from my email client by simply sending and replying to emails, without ever having to open a web browser or log in to a web site. For me this is a real time saver, especially considering the amount of group communication I do electronically. I'm hoping this is a feature our web site will have eventually. (added by Jake)
=William Notes=
Notes from Meeting 06/24/2007 
'''Defined functionality:'''
*The ability to assign moderators to forums
*The ability to subscribe to topic
**optional, subscribe to comment thread
Subscribing meaning to receive email notification that includes body and subject line of comment.
*The option to strip or leave quoted text.
*The ability for the moderator to move both comment thread and topic to another forum and topic.

ITC Drupal Release Features

2007-06-28T06:07:26Z

Jw4nvc: /* Forums/chat rooms */

=Features Still Pending=
==Forums==
===Private Fora Hidden===
Currently in the Drupal core modules any Forum not available to a given user is shown as empty. Feature request is to have anything unavailable to a given user not show at all for that user, in order to reduce confusion and clutter.
:Importance: Medium.
:Status: Dreams and research.
:Likelihood: Medium, depending on results of research.

===Subject Autofill===
If subject line is automatically filled with the thread's subject, it will be much easier to track multiple threads in a Topic. This could function identically for Reply or Comment to a post. Currently the core Forums only track via indentation. If some other or additional thread tracking mechanism were available, having subjects auto-generated from the first few words of text as currently done in the core Drupal forum modules might work.
:Importance:
:Status: Dreams and research.
:Likelihood:

===Thread Tracking Mechanism===
Some method to supplement indentation for tracking discussion threads. The ability to "collapse" or "accordion" Topics and Threads would enable users to skim a discussion without the requirement of loading and reading the entire contents. Other mechanisms might already be available in different forum modules.
:Importance:
:Status:
:Likelihood:

===Topic/Thread View===
Many web forums enable users to browse by Topic or Thread, so that a particular dialog can be followed without reading the entire Forum or Topic.
:Importance:
:Status: Dreams and research.
:Likelihood:
===Clarification of Topic/Comment Interface===
Currently the core Forums are confusing for users in distinguishing between posting a Topic or a Comment, and in reading them.
:Importance:
:Status: Dreams and research.
:Likelihood:

===Clarification of Interface Terminology===
Currently the terminology used in core Forums is confusing for users due to choice of words that don't match functions. For example, "Subscribe" is used to select whether the user would like notification when a new message is posted. Simply changing the word used to "Notification" would help greatly in clarifying what this function does. One problem would be identifying and changing all instances of unclear terminology. Another problem could arise in different languages, since terminology in those could be based on the words chosen in the Drupal core. There is also the possibility that non-core modules (including any added later) could use the old terminology.
:Importance: Medium.
:Status:
:Likelihood:

===Reduction of Clutter===
Currently the core Forums have far more details and options than are readily understood or likely to be used by newbies.
:Importance:
:Status: Dreams and research.
:Likelihood:
==Email Features==
===Email Forum Participation===
The ability to participate in Forums via email, rather than only via website. Very useful for some users, especially low-bandwidth users. Preferred by many users, since their main medium for online interaction is email.
:Importance: High.
:Status: Dreams and research, possibly seeking bids.
:Likelihood: Low, since it probably requires lots of custom code.

===Thread Notification===
Ability to check a box for notification if someone posts a followup to a thread or topic. Currently in core Drupal "subscribing" to a Topic sends notification of all posts to that topic, including those by that user. Notification by thread would enable someone to post a topic and only receive notification if a reply or comment is made to that post (preferably not posts made by the user posting).
:Importance:
:Status: Dreams and research.
:Likelihood:

===Email Lists===
Individual and group mass mailing (by topic, by person, by permissions, by preferences) meaning that a Trainer, Circle or other affiliation group can have his/her/their own listserve that people can sign up for, and there will also be group listserves, such as Friends of NVC, and the Trainers Newsletter. Rrestricted access and first-use click agreement on usage guidelines to prevent spamming our contact lists.
::Note: Friends of NVC and the Trainers Newsletter are currently Yahoo Groups; some thought needs to be given to whether or not we want to bring them in-house considering current email issues and the occasional inability to get a cnvc.org email to the recipient.
:Importance:
:Status:
:Likelihood:

===Email Digest Option===
A Digest function for the convenience of users who prefer to have messages on a topic, thread or list combined into a single mailing sent to them daily, by discussion volume or weekly.
:Importance:
:Status:
:Likelihood:

===Auto-Trimming of Quoted Prior Emails===
User-selected optional automatic trimming of quoted prior emails to a pre-set number of first and last lines. This would enable those who prefer shorter emails/digests to see only the new text or optionally some or all of the prior "quoted" text. Marshall expressed interest in this feature since it might enable him to follow the Trainer List in particular.
:Importance:
:Status:
:Likelihood:

===Email Archives===
Some method for users to access an email archive. This could enable new participants to review prior messages, or anyone to look something up. Ideally it could be done via Find; Email by date range, Topic or Thread; or interactively via a web interface.
:Importance:
:Status:
:Likelihood:

==Find==
===Map Interface===
Currently near completion on Google solution. Something not requiring JavaScript or other client-side processing preferred. Very helpful to have a visual method of finding trainers and trainings. Also useful if proximity searching is possible, where searching for Los Angeles would find trainers/trainings in any city within a specified distance.
:Importance: High.
:Status: Close to initial client-side implementation.
:Likelihood: High, barring unforeseen complications. Lower for initial server-side solution.

===Pull-down Menus===
Some problems with dependent pull-downs, and user interface simplicity. Close to at least an initial implementation. This may be the most important feature on the new site, since old site although possibly unreliable for volume use was meeting all Find needs. Also useful if proximity searching is possible, where searching for Los Angeles would find trainers/trainings in any city within a specified distance.
:Importance: High.
:Status: Close to initial implementation.
:Likelihood: High, possibly with further enhancements soon after site release.

=From Original List=

===Email Interface===
====Feature: Include complete post in email notification====
In each email notification about a new post/comment/reply, include the complete post/comment/reply (not just the first few lines of the post/comment/reply). (added by Jake)

====Feature: Full email interface for group discussion====
One thing that makes Google Groups (as well as Yahoo Groups) especially appealing to me, and I'm guessing to others in the NVC community as well, is that it has a full e-mail interface for participating in group discussion - meaning that I can read, post, and reply to messages from the group from my email client by simply sending and replying to emails, without ever having to open a web browser or log in to a web site. For me this is a real time saver, especially considering the amount of group communication I do electronically. I'm hoping this is a feature our web site will have eventually. (added by Jake)
=William Notes=
Notes from Meeting 06/24/2007 
'''Defined functionality:'''
*The ability to assign moderators to forums
*The ability to subscribe to topic
**optional, subscribe to comment thread
Subscribing meaning to receive email notification that includes body and subject line of comment.
*The option to strip or leave quoted text.
*The ability for the moderator to move both comment thread and topic to another forum and topic.

ITC Drupal Release Features

2007-06-28T06:06:37Z

Jw4nvc: /* Email Interaction */

=Features Still Pending=
==Forums==
===Private Fora Hidden===
Currently in the Drupal core modules any Forum not available to a given user is shown as empty. Feature request is to have anything unavailable to a given user not show at all for that user, in order to reduce confusion and clutter.
:Importance: Medium.
:Status: Dreams and research.
:Likelihood: Medium, depending on results of research.

===Subject Autofill===
If subject line is automatically filled with the thread's subject, it will be much easier to track multiple threads in a Topic. This could function identically for Reply or Comment to a post. Currently the core Forums only track via indentation. If some other or additional thread tracking mechanism were available, having subjects auto-generated from the first few words of text as currently done in the core Drupal forum modules might work.
:Importance:
:Status: Dreams and research.
:Likelihood:

===Thread Tracking Mechanism===
Some method to supplement indentation for tracking discussion threads. The ability to "collapse" or "accordion" Topics and Threads would enable users to skim a discussion without the requirement of loading and reading the entire contents. Other mechanisms might already be available in different forum modules.
:Importance:
:Status:
:Likelihood:

===Topic/Thread View===
Many web forums enable users to browse by Topic or Thread, so that a particular dialog can be followed without reading the entire Forum or Topic.
:Importance:
:Status: Dreams and research.
:Likelihood:
===Clarification of Topic/Comment Interface===
Currently the core Forums are confusing for users in distinguishing between posting a Topic or a Comment, and in reading them.
:Importance:
:Status: Dreams and research.
:Likelihood:

===Clarification of Interface Terminology===
Currently the terminology used in core Forums is confusing for users due to choice of words that don't match functions. For example, "Subscribe" is used to select whether the user would like notification when a new message is posted. Simply changing the word used to "Notification" would help greatly in clarifying what this function does. One problem would be identifying and changing all instances of unclear terminology. Another problem could arise in different languages, since terminology in those could be based on the words chosen in the Drupal core. There is also the possibility that non-core modules (including any added later) could use the old terminology.
:Importance: Medium.
:Status:
:Likelihood:

===Reduction of Clutter===
Currently the core Forums have far more details and options than are readily understood or likely to be used by newbies.
:Importance:
:Status: Dreams and research.
:Likelihood:
==Email Features==
===Email Forum Participation===
The ability to participate in Forums via email, rather than only via website. Very useful for some users, especially low-bandwidth users. Preferred by many users, since their main medium for online interaction is email.
:Importance: High.
:Status: Dreams and research, possibly seeking bids.
:Likelihood: Low, since it probably requires lots of custom code.

===Thread Notification===
Ability to check a box for notification if someone posts a followup to a thread or topic. Currently in core Drupal "subscribing" to a Topic sends notification of all posts to that topic, including those by that user. Notification by thread would enable someone to post a topic and only receive notification if a reply or comment is made to that post (preferably not posts made by the user posting).
:Importance:
:Status: Dreams and research.
:Likelihood:

===Email Lists===
Individual and group mass mailing (by topic, by person, by permissions, by preferences) meaning that a Trainer, Circle or other affiliation group can have his/her/their own listserve that people can sign up for, and there will also be group listserves, such as Friends of NVC, and the Trainers Newsletter. Rrestricted access and first-use click agreement on usage guidelines to prevent spamming our contact lists.
::Note: Friends of NVC and the Trainers Newsletter are currently Yahoo Groups; some thought needs to be given to whether or not we want to bring them in-house considering current email issues and the occasional inability to get a cnvc.org email to the recipient.
:Importance:
:Status:
:Likelihood:

===Email Digest Option===
A Digest function for the convenience of users who prefer to have messages on a topic, thread or list combined into a single mailing sent to them daily, by discussion volume or weekly.
:Importance:
:Status:
:Likelihood:

===Auto-Trimming of Quoted Prior Emails===
User-selected optional automatic trimming of quoted prior emails to a pre-set number of first and last lines. This would enable those who prefer shorter emails/digests to see only the new text or optionally some or all of the prior "quoted" text. Marshall expressed interest in this feature since it might enable him to follow the Trainer List in particular.
:Importance:
:Status:
:Likelihood:

===Email Archives===
Some method for users to access an email archive. This could enable new participants to review prior messages, or anyone to look something up. Ideally it could be done via Find; Email by date range, Topic or Thread; or interactively via a web interface.
:Importance:
:Status:
:Likelihood:

==Find==
===Map Interface===
Currently near completion on Google solution. Something not requiring JavaScript or other client-side processing preferred. Very helpful to have a visual method of finding trainers and trainings. Also useful if proximity searching is possible, where searching for Los Angeles would find trainers/trainings in any city within a specified distance.
:Importance: High.
:Status: Close to initial client-side implementation.
:Likelihood: High, barring unforeseen complications. Lower for initial server-side solution.

===Pull-down Menus===
Some problems with dependent pull-downs, and user interface simplicity. Close to at least an initial implementation. This may be the most important feature on the new site, since old site although possibly unreliable for volume use was meeting all Find needs. Also useful if proximity searching is possible, where searching for Los Angeles would find trainers/trainings in any city within a specified distance.
:Importance: High.
:Status: Close to initial implementation.
:Likelihood: High, possibly with further enhancements soon after site release.

=From Original List=

===Forums/chat rooms===
want for varied topics. For example, empathy rooms (to give/receive empathy), discussion topics; empathy may have a donation associated with it

Online meeting/conference rooms and scheduling them

creation and moderation of discussion groups and forums

===Email Interface===
====Feature: Include complete post in email notification====
In each email notification about a new post/comment/reply, include the complete post/comment/reply (not just the first few lines of the post/comment/reply). (added by Jake)

====Feature: Full email interface for group discussion====
One thing that makes Google Groups (as well as Yahoo Groups) especially appealing to me, and I'm guessing to others in the NVC community as well, is that it has a full e-mail interface for participating in group discussion - meaning that I can read, post, and reply to messages from the group from my email client by simply sending and replying to emails, without ever having to open a web browser or log in to a web site. For me this is a real time saver, especially considering the amount of group communication I do electronically. I'm hoping this is a feature our web site will have eventually. (added by Jake)
=William Notes=
Notes from Meeting 06/24/2007 
'''Defined functionality:'''
*The ability to assign moderators to forums
*The ability to subscribe to topic
**optional, subscribe to comment thread
Subscribing meaning to receive email notification that includes body and subject line of comment.
*The option to strip or leave quoted text.
*The ability for the moderator to move both comment thread and topic to another forum and topic.