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2021-01-20 Launch Comms

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2021-01-20 Launch Comms

Date

Jan 20, 2021

Participants

  • @Jules Levin

  • @apirami.kumaradevan

  • @alexia nicholson (Unlicensed)

  • @Rachel Forbes

  • @AlainGasquet

  • @lachlan.cahill (Unlicensed)

  • @lisa kilgariff

  •  

Discussion topics

Api, Locky to prepare comms to which will be sent to TAP at around 10am on 21 January, once confirmed that people who have not completed mandatory training are deactivated. Include in the comms that access has not been activated for people who haven't done training. Also include that mobile is not part of the launch but will follow.

There will be follow up comms on Friday, 22 January to specific teams with information relevant to those teams (Alumni and Supporter Relations, Development and Planned Giving, Community Giving)

Comms to External users next Friday about launch and advising that they will be provided with training and access in the coming weeks

Locky will send the emails and cc this group.

Weekly comms will be sent out over several weeks with reminders and links to information on G drive

A session will be held with Advancement Services to ensure processes are understood and associated cases

A drop in session will be arrange for first week of February

New profiles need to be created for external users. They will need to be provided with training before given access. @Monica Kluegel will train the trust office

Mobile setup and Outlook integration to be included in Sprint 11 backlog refinement

Action items

Prepare TAP wide launch comms @apirami.kumaradevan@lachlan.cahill (Unlicensed)
Prepare comms for Alumni and Supporter Relations, Development and Planned Giving, Community Giving - @alexia nicholson (Unlicensed)@Rachel Forbes@AlainGasquet
Prepare comms for external users - @Rachel Forbes@lachlan.cahill (Unlicensed)
Issue comms to TAP - @lachlan.cahill (Unlicensed) (10am, 21 January)
Issue Team specific comms - @lachlan.cahill (Unlicensed) (22 January)
Issue comms to external users - @lachlan.cahill (Unlicensed) (29 January)
Reenforce doing activity reports with SLG - @apirami.kumaradevan
Note to Advancement Services about a session on cases and processes - @apirami.kumaradevan
Include users stories in sprint 10 for Outlook integration, Mobile setup, external user profiles - @Rachel Forbes
Arrange user drop in session for first week of February - @lachlan.cahill (Unlicensed)
Include update your details Account update in future training meeting - @Jules Levin
Reach out to Griffin about best practice for updating account with contact bio update - @Rachel Forbes
Prepare weekly comms - @Rachel Forbes@alexia nicholson (Unlicensed)@lachlan.cahill (Unlicensed)

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