27/09/2024
Participants: laila.valterio Adriana Sung rommel.ngo jing.xie seonah.choe John Lardis
Recording Link
Observation/Feedback:
We are currently exploring right channels to share prioritized managed package upgrade progress (eg Affinaquest version upgrade) with our business product owner. It was discussed to have a separate session for managed package upgrade while refinement session can be focused on enhancement prioritieis such as minor enhancements, opportunities and/or activities.
Clear definition of Jira ticket status and purpose of each meeting around refinement, sprint planning, sprint review will be helpful for everyone so we all can work with the consistent languages and terminology and share the same understanding.
Capacity for priority
Jira Tickets discussed in the session:
TAPSS-2305 AQ 26: Gift/Pledges
TAPSS-2304 AQ 26: Gift Date and Credited Year GA Managed Package - Blackthorn Payments
TAPSS-2303 AQ 26: Smart Batch 2.0
TAPSS-2301 AQ 26: Smart Batch 2.0 Permission GA Security - Profiles and Permissions
TAPSS-2016 AQ 26: SmartBatch 2.0 soft credits on Batch Item Transaction need to adjust Batch Approval Reports GA
TAPSS-1862 As a Development Officer, I want to have my opportunity stage to be Early Cultivation or Late Cultivation
TAPSS-2314 As a Development Officer, I want to update Prospect Pool in opportunity in Late Cultivation stage before moving to Solicitation
TAPSS-2312 As a Development Office, I want to create opportunity with only with Identification & Qualification stage
TAPSS-2311 As a Development Officer, I want to update at least one of Gift Theme in opportunity in Late Cultivation stage before moving to Solicitation
Decisions
# | Jira # | Discussion Summary |
D-013 | Confirmed the ticket to be ‘ready’ with XS size. This ticket will now move to the future Sprint Planning session | |
D-014 | Confirmed the ticket to be ‘ready’ with XS size. This ticket will now move to the future Sprint Planning session | |
D-015 | Confirmed the ticket to be ‘ready’ with S size. This ticket will now move to the future Sprint Planning session | |
D-016 | Confirmed the ticket to be ‘ready’ with XS size. This ticket will now move to the future Sprint Planning session | |
D-017 | Confirmed the ticket to be ‘ready’ with S size. This ticket will now move to the future Sprint Planning session | |
D-018 | Confirmed the ticket with S size. This ticket is assigned to Laila to review and sign off after demo session on Monday 30/09/2024 | |
D-019 | Confirmed the ticket with XS size. This ticket is assigned to Laila to review and sign off after demo session on Monday 30/09/2024 | |
D-020 | Confirmed the ticket with S size. This ticket is assigned to Laila to review and sign off after demo session on Monday 30/09/2024 | |
D-021 | Confirmed the ticket with XS size. This ticket is assigned to Laila to review and sign off after demo session on Monday 30/09/2024 |
Actions
# | Jira # | Discussion Summary | Action Owner |
A-006 | There is scheduled minimum viable demo session on Monday 30/09/2024 for business SME to see visual indicator of the opportunity cultivation stage requirements. Any questions raised will be answered and addressed accordingly and it will help to review and sign-off the requirements with clear understanding. | ||
A-007 | There is an existing validation rule to update ‘Ask Amount’ when moving to Solicitation stage but not when moving to ‘Gift-Handover’. During the above demo session or a separate discussion, we want to review any business intention in this logic and decide on the next step. | ||
A-008 | As we are changing the existing logic on creating opportunity, there will be highlight this change to the business user via communication and training. Relevant screenshot will be provided by Product team | ||
A-009 | N/A |
| |
A-010 | N/A | Set up a meeting with John to go through Jira status and cadence after internal confirmation. |
13/09/2024 Friday
Participants: laila.valterio jessica.wood sekar.krishnan rommel.ngo jing.xie seonah.choe gaurang.fichadia John Lardis
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