Jan 22, 2025 -
Jun 26, 2024
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Please provide a short summary of project activity over the last week
Wordworks update 22 January 2025
- MD are working hard on the development of the main site and resource hubs - we are making excellent progress and so far everything seems to be on track for testing to commence mid Feb.
- Roule and Jacs crack on with the LMS components - the ladies will work through what's available to use in the allocated 2 weeks to figure out what needs to happen from a design point of view.
- Xoliswa and Ian are doing home work on what will be possible for dashboards and the events calendar.
- We'll get a design brief and the dev insights mentioned above on the 4th of February.
- Timelines will be updated once we have clarity on the above process.
- Anna is actively working on landing page content + assessing timing
- Jane and Jacs are actively working on salesforce integrations and user flows linked to that
Annakie provided the following update from a Salesforce perspective:
- Contact and accounts (organisations) have been uploaded from the Master Contacts database into Salesforce.
- Custom fields have been created on Contacts, Accounts, Service Deliveries.
- Program and Services records have been created in SF
- WW indicated that they might still want to change the options in the Program Roleplayer ID field. The contact records were uploaded with data in the "Contact Type" field as per the Master Contacts database.
- We can rename the Contact Type field to Roleplayer ID in SF and update the options as well as the uploaded contact records, once WW has confirmed the new list.
Update on WW project and its progress
- Jacs has finalised copy and shared with Anna for editing purposes
- We have scheduled an LMS check in (16 January) for the design team to get a sense of the possibilities when it comes to courses.
- The LMS part of the prototype including Dashboards will commence soon after the demo today.
- We'll do a speedy demo to tomorrow to show dev progress on Main site and Resources. We are on track from a development point of view.
- Standup to discuss any questions / do a quick demo and align on any additional meeting requirements.
- Updated Gant Chart with timelines for reference https://docs.google.com/spreadsheets/d/1K-Falb_DaR4a8m1ltm7iilhU3oKKx8YXCXaieiELxKs/edit?gid=0#gid=0
- Jane and Jacs are working on the new part of the prototype that covers e-commerce, taking the lead, with Roule providing insight, guidance & 'clean up"
- The ladies are meeting today (Wednesday 11 Dec) to wrap up prototype thoughts and we have another session scheduled for tomorrow (Thursday 12 December) to run through thoughts / challenges and questions with Ian
- We seem to be on track for finalising the e-commerce prototype this week / possibly early next week.
- We have provided Learndash access for Jacs to play around and get some inspiration / direction in terms of options for LMS content
- Pricing guidelines and finalised documented decisions around translations noting that Google provides translation for the following languages Afrikaans, English, Sepedi, Sesotho, Xhosa, XiTsong, Zulu, TshiVenda, siSwati
- Stock2Shop being reconsidered - pricing was incorrect so is much cheaper than originally thought - spreadsheet has been updated to reflect the correct detail
- SEO work has been finalised and handed over to Anna for editing purposes. The edit is not vital for dev, Anna will wrap up and share with everyone noting that some of us may be on leave when this happens. We'll review and finalise early January
- Matogen Digital are planning the development & have fleshed out tasks and considerations for the build. We are still working on some of the global components, specifically logging in with a phone number which is taking longer due to the complexity.
- Robyn has updated the Project Schedule *does not show SEO work
- LMS and Dashboards prototyping to commence from the 13th of January
Anything I have missed? Please add your notes as needed!
Lots of hard work getting the final details in place for the main site and resource hub prototype. This along with unedited content, resource types and categories, digital assets (logo etc) is all set to be finalised this week.
Once the prototype is finalised (today/tomorrow), it can be shared with MD (Ian and Robyn) and WW (Jane , Jacs & possibly Rowen) for a final sense check and sign-off by WW. We'll schedule briefing with dev shortly after sign-off (briefing to happen early next week)
Updated work schedule based on what we know now: * does not include SEO work. TImeline - Gantt chart - Wordworks for Wordworks
Next phase of work due to start later this week / next week
Once the prototype is finalised (today/tomorrow), it can be shared with MD (Ian and Robyn) and WW (Jane , Jacs & possibly Rowen) for a final sense check and sign-off by WW. We'll schedule briefing with dev shortly after sign-off (briefing to happen early next week)
Updated work schedule based on what we know now: * does not include SEO work. TImeline - Gantt chart - Wordworks for Wordworks
Next phase of work due to start later this week / next week
- * Ecommerce prototype & dashboards
- SEO keyword research (waiting on finalised prototype to share with Lara) Once this is done, Anna can jump into editing
- * Dev - Resource Hub and Main site
Note:
- Matogen Digital will be open over the holidays - some will be taking a break but dev will continue on our side.
We're busy compiling a cost estimate for expanding Salesforce functionality to include notifications for the different pipelines. (Including cost estimates for Whatsapp/ SMS integration to Salesforce).
I met with Thabisile to go through the Wordpress to SF data sheet (sheet still being finalised).
I met with Thabisile to go through the Wordpress to SF data sheet (sheet still being finalised).
Lots of conversations and meetings to move the project along
- The Resource requirements have been ironed out and Jacs and Jane know what's possible from a PDF point of view and we have a plan to manage this with content on the site ( next to low data toggle or somewhere close to it) warning people who want to download if a file is large so they can do it in a wifi spot instead
- The final CI sign-off and sharing of logos should happen this week.
- The Partnership workflows have been fleshed out by the WW team who did an amazing job condensing all the work in simplified pipelines. Big conversation about the selection of tools and what would be suitable for managing automations and communication. Salesforce quotes are under way - ideally a decision on which way we are headed to be made in the next week.
- SEO briefing has started, Jacs is working on page titles to share with Lara. Anna is on standby to receive the information from the audit so she can inject the relevant keywords into the content docs which are due by the time dev starts - the SEO effort and finalisation of content can happen post the due date but ideally not long after
- The prototype is also moving forward with the due date for handover of the final product by the 21st of November, however, sooner would be great!
- Tools negotiation continues
Note that Ian is out from the 12th of November to the 20th of November so I am going to cancel the 10 am Tuesday - questions for Ian stand-ups for the next two weeks
Think that's all but feel free to add more details as needed
- Salesforce license donation has been approved and we have started with the Salesforce development!
- Basic configuration of setup and page layouts have been completed.
- PMM has been installed for tracking Service delivery.
- Programs and Services need to be finalised so that we can create the relevant records in Salesforce.
- A great week of work with Jacqui and Jane presenting new CI's internally to get the team onboard with the new look and feel.
- Thabisile, Paulene and team, supported by Rowen, are working through the Salesforce requirements and making good progress. They hope to deliver the list of requirements by Tuesday.
- The categories for programmes has been spoken about and delivered.
- Noted that programmes may have a specific order so one course needs to be completed before another can commence / certification for certain courses allow access to the next, so this needs to be considered - Roule requested that a big fat sticky note be added to the miro board so its not forgotten.
- We have some technical questions for Ian around making the PDF's work in the best way, this is WIP.
- Ian is also working on information architecture and how the partnership flows should come together so that Roule & Ronel can continue with the site map / prototype for this part of the work.
- We've reach out to our SEO expert to get the ball rolling on keyword research and recommendations to assist with & inform content.
- On the dev side, we are continuing the set-up of the global components and testing in prep for dev.
- We have a standup on Friday, some of us who can make it, will use the time to chat about gaps / questions or concerns.
Anything else, feel free to add!
Wordwork's application for Salesforce license donation (10 licenses) has been submitted by
Thabisile
. Once eligibility has been verified (expected early next week), we will receive the Salesforce instance and start customisations.
- Our project is moving forward beautifully π
- The main hub and resource prototype is being worked on while the CI is being polished
- Wordworks input on categories for the programmes (colours, etc) is due on the 11th of October
- The CI adjustments is due on the 18th of October
- Our first open standup (Tuesdays at 10 am) went well - 15 minutes and some important questions figured out
- Today there's a partnership and user dashboard workflow conversation which will inform this part of the site map & prototype
- Ian has provided a document with the possible tech that may be considered for the shop
- Ian and Rowen are chatting about tools tomorrow.
- Salesforce work is under way, a new channel for chatting about this specifically has been added to Basecamp
- Matogen Digital is preparing what we can so when the prototype is signed-off we are able to jump in and get to work.
- Our WorkWords project is firmly under way with the Main website and Resource Hub site map signed off on the 26th of September.
- The Unfold team are working on the main site prototype while Jacqui is out on leave, returning later this week.
- We had a kick-off chat about Salesforce last week and Annekie is commencing the clean up of data, entry level customisation & getting the Salesforce account in order from today. (the Non Profit Salesforce account process can take up to two weeks)
- Ian is preparing a document to show what the WW shop could include which will assist the Wordworks team with the shop decisions that need to be made
- A number of meetings coming up - Thursday (3 October) we have our first standup to discuss any gaps / issues or possibly questions
- Next week Monday, (7 October) Jacqui and the Unfold team meet to discuss prototype progress - we have also introduced a conversation to discuss the CI straight after that.
- Our first WW group standup kicks off next week Tuesday (8th) - we introduced 15 minutes every Tuesday for the WW team to join and ask questions / iron out any concerns that might be on their mind
- The partnerships and user dashboard conversations are scheduled for next week Wednesday (9th) and will inform this part of the site map
- Robyn has fleshed out the updated timelines & is adding the new milestone dates to Basecamp
- Even though the delayed site map sign-off has shifted the timeline forward, we believe we can make up this time in dev so have indicated all the timing on the doc - we need to try and remain within timelines to avoid the overall end date slipping
Weekly update - 18 September 2024
We're in the final stages of the site map feedback and hope to get sign- off on the 19th of September. We have shuffled timelines to accommodate the delay and the knock-on affect has us moving dev from the 25th of October to the 21st of November - hopefully we can claw back some of the time/ stay on track as much is reasonably possible. Unfold have kept this week clear to try and deliver feedback edits on the site map as quickly as possible.
Basecamp has been structured and a communication process has been put in place to help streamline all key stakeholders working together harmoniously π€©
WW / Rowen is actively working on the tools we need for dev and MD dev has set up the multi-site and theme. We'll start adding the plugins we already have access to next week. Rowen and team have briefed the WW team via a baseline questionnaire for Salesforce so I believe that this is on track and underway.
The new schedule will be added to Basecamp as soon as we know if the site map will be signed-off tomorrow.
We assigned a bunch of new tasks (to do's) to
Jane
so heads up about that.
Thank you!
We're in the final stages of the site map feedback and hope to get sign- off on the 19th of September. We have shuffled timelines to accommodate the delay and the knock-on affect has us moving dev from the 25th of October to the 21st of November - hopefully we can claw back some of the time/ stay on track as much is reasonably possible. Unfold have kept this week clear to try and deliver feedback edits on the site map as quickly as possible.
Basecamp has been structured and a communication process has been put in place to help streamline all key stakeholders working together harmoniously π€©
WW / Rowen is actively working on the tools we need for dev and MD dev has set up the multi-site and theme. We'll start adding the plugins we already have access to next week. Rowen and team have briefed the WW team via a baseline questionnaire for Salesforce so I believe that this is on track and underway.
The new schedule will be added to Basecamp as soon as we know if the site map will be signed-off tomorrow.
We assigned a bunch of new tasks (to do's) to
Thank you!
- We have started setting up the multi-site Wordpress instance and a couple of other tools while we wait for the tools that require set up and negotiation
- We're on standby to coordinate the design meetings between Unfold and Jacqui - dates incoming as soon as we have these from the team.
- We are going to need to shift content briefs a bit so we don't waste your time - we need a signed off site map (at least) to get this going - usually we base content on the prototype so its tricky to brief on this right now as we are not sure of the final details. We are going to shift this timeline (currently due this week) and work on the briefs as soon as its feasible to get this done without causing disruption down the line. We'll keep your time in mind & get these to you as soon as possible.
- We would like content (written copy and images) to be wrapped up by the time we start dev (28 October ) - we use the content to ensure that the elements work as expected so the real stuff is always useful and makes sure that we have catered for all different types of content. If we need to move this out a bit to accommodate for the above shift, we'll do so. All site (main site and resource hub ) pages require content as well as resources in various formats. Ideal images and sizes is usually revealed at the prototype stage, so we'll see what's practical in this regard.
- We'll need categories for the main website and resources hub wrapped up by the time we start dev, this is also influence by the site structure so will give you a deadline once we have the main site and resource hub's site structure / wire frame wrapped up. LMS and details for Ecommerce can be handled separately.
- A decision about the site's languages will need to be finalised by the end of October.
- We have loaded budgets into Clockify, I had to adjust the naming convention to marry up with the costing so
the new "headings" are listed below - It was too much math π to get the details split out the way I had them before so I aligned it to the costing & we'll see how it goes. We'll enhance / reconsider the process if you need us to give more details. I have briefed our team to be super clear about what they are working on and make sure to log it to the right place.
Jane
The categories:
- Project management (which will include content briefs, meetings and retrospectives)
- Wireframe, design & style guide
- Development - Global Components
- Development - Site-specific Components on Main Website (including testing & Salesforce integration)
- Development - Site-specific Components on E-commerce Website (including testing)
- Development - Site-specific Components on Learn Website (including testing)
All the costed items are listed under these umbrellas so hopefully it makes sense and delivers what you need.
I'd like to get the bi-weekly check in's scheduled but believe that this makes sense once the briefs are in / dev is under way - if you feel we need to start this sooner, do let me know. If you have a preference on which day to meet, also let me know so I can block out the time and get these into our calendars sooner rather than later - the checkin is supposed to be short and focused on areas we are stuck, using Basecamp for the regular updates. I am therefore thinking of scheduling 20 minutes for these chats to start.
Thanks so much!
I think that's all folks!
Ian and Robyn met to work on the WW plan - Robyn needs to create the structure which is planned for Thursday morning (our full day Thursday has become an afternoon)
We'll share when we need what and by Monday for the latest. We're thinking of doing a monthly report & milestone update, with Wednesday status updates to continue in Basecamp.
We'd suggest two checkin meetings per month which is an opportunity ask questions on anything we are stuck on / you are stuck on.
Contracting is under way and Unfold are applying changes to the site map & meeting with a few key people to discuss the edits to the site map which will inform the wireframe.
We'll share when we need what and by Monday for the latest. We're thinking of doing a monthly report & milestone update, with Wednesday status updates to continue in Basecamp.
We'd suggest two checkin meetings per month which is an opportunity ask questions on anything we are stuck on / you are stuck on.
Contracting is under way and Unfold are applying changes to the site map & meeting with a few key people to discuss the edits to the site map which will inform the wireframe.
We've been working away on scoping out and putting timelines to our work in developing Wordworks' new home on the web. Our progress:
- Scoping and costing: just about complete
- Timelines: work in progress
- Site map: First internal review tomorrow morning
What to expect:
- The scoping document will break down the project into distinct phases, with a chunk of work included in the first phase that will apply to all of the websites in the multisite network. These phases can serve as big milestones for the project, but we may want to define interim milestones as well.
- The timeline will be detailed for the first phase, and become less descriptive from phase 2 onwards.
Great meeting with Jane and Rowen today - the first round of workshops has been completed. Ian has prepared a MIRO board with the thinking around the various website elements and how they could possibly link together. Jane will chat to the team to review the board and flag any obvious gaps / concerns.
We're going to deliver site map plans for the Resource Hub and Website with a light touch on LMS as the order of priority is
We're going to deliver site map plans for the Resource Hub and Website with a light touch on LMS as the order of priority is
- Resource hub/ website
- CRM
- LMS
We may bring certain aspects forward as the plan reveals itself and some of the work may need to happen simultaneously where it makes sense. E-commerce will fit into the various sections.
We'll be delivering the site map thinking, initial timelines and resources required at a high level, as well as the cost of the scope.
We'll chat to Jane as we go and plan on delivering the site map and have all the other pieces of work with the WW team by the 22nd of August. We'll record our thinking around the site map to share with the team.
This gives everyone an opportunity to absorb the information and check the recording + gather feedback and thoughts. Jane is going to give some thought to the next wave of sessions needed (who and when ) but we're thinking sometime around the last week of August.
We are expecting more workflows this week and some additional thinking around the MIRO board site structure particularly around the version control and handover from google drive to the resource hub where we need to understand what process will be left off-line and what we need to cater for in the resource hub (version control / google drive and the information that Jacqui specifically wants) We will however, get going with the timelines, costing and site map work keeping in mind that we may need to adjust thinking when the feedback comes *if needed.
Additional CRM workflow conversations to happen post approval of scope and when we move onto the next phase. π€©
I believe that's all for now but feel free to add your thoughts π‘
We wrapped up the first CRM kick-off workshop and are ready to chat about E-commerce on Friday.
We've shared an invite for a WW connect & alignment next week Wednesday, 31 July.
Matogen and Unfold are pulling information together (on Monday) in preparation for our chat on Wednesday.
We've shared an invite for a WW connect & alignment next week Wednesday, 31 July.
Matogen and Unfold are pulling information together (on Monday) in preparation for our chat on Wednesday.
Wordworks team met today to reflect on the two workshops held this week. Feedback was that they have found the preparation and presentations useful for clarifying our own needs and expectations and felt that Matogen/ Unfold were listening carefully as evidenced from the Miro boards, questions, tentative ways forward and trust that this information is all being constructively shaken into the mix together with previous puzzle pieces provided! :)
We identified tasks arising from the two workshops for the WW team. We would appreciate Matogen feedback on relevance and timeframes for the tasks we list below for the overall project.
CHECK AND RESPOND TO MIRO BOARDS - each unit to engage.
ADDITIONAL WORKFLOWS to be developed by relevant teams to clarify some as yet unpacked elements of the resource hub cluster of work
We identified tasks arising from the two workshops for the WW team. We would appreciate Matogen feedback on relevance and timeframes for the tasks we list below for the overall project.
CHECK AND RESPOND TO MIRO BOARDS - each unit to engage.
ADDITIONAL WORKFLOWS to be developed by relevant teams to clarify some as yet unpacked elements of the resource hub cluster of work
* Jane/Paulene WordNetworks partner management wrt access to resources
* Paulene/ Bonga Programme communications through email, whatsapp, socials etc.*
* Colleen/ Jacqui/ Paulene / Tahirih Stock projections & planning, (incl orders, funded materials.)
* Colleen, Thabisile, Bonga and Jacqui to discuss workflows for report writing, production, publication and dissemination.
* Colleen, Thabisile, Bonga and Jacqui to discuss workflows for report writing, production, publication and dissemination.
ALL WORKFLOWS will be consolidated and affected units to make suggestions for improvements and opportunities for automatisation
LMS PLANNING
Jane and Paulene to meet to
*Determine a preferred schedule and timeline for LMS publication on the new platform (mapping to programme strategic and launch priorities)
*This will be reality checked with Jacqui ito Materials Unit budget and capacity constraints (both of which are contingent on platform choices, and Matogen's involvement in course development).
*Associated communications, materials, programme administration, course participant mentorship, and data management requirements will be projected for the 2024/5 programme cycle and annually until 2030.
RESOURCE CATEGORISATION
* Jacs to QA literacy, resources spreadsheets by end July
* Jane/ Paulene to apply tags/ categories by end August (NB once our proposed tags/ categories adjusted/ approved by Matogen)
REPORT CATEGORISATION
* Jacs to QA governance, MEL reports spreadsheets by end August
* Thabisile/ Jacs/ Colleen to develop tags/ categories for MEL and Governance reports, approved by Matogen by mid Sept
* Thabisile/ Colleen to apply tags/ categories by end September
* Thabisile/ Colleen to apply tags/ categories by end September
I'm not sure if you're needing my feedback here :) I get the alerts, but so far my feedback very much overlaps with Matogen and Jane. Please let me know if you're wanting insights from me, and a different perspective on what you would be relaying?
Update:
- A good week of planning and moving the project forward!
- We created and shared a survey / questionnaire for the WW team to complete by next week, Tuesday, close of business
- We have a good idea of what will be needed for the workshops and managed to cut down the hours / remove workshops that are not essential. We reduced hours from 73 to 24 with some breathing room in case we need.
Next steps:
- Schedule workshops - May I schedule these and are you happy with the dates? The dates are good on our side so with your blessing I am happy to schedule them with the team members mentioned on your document
We are off to a productive start, and I am super excited about the core team of Jane, Rowen, Robyn and me tackling this project. I think we have an excellent balance of realism and idealism, experience across tech, non-profit operations, education, project management and real-life grit and determination.
We had our first official kick-off call last week Friday, where we explored some of our initial questions and got a better understanding of what Wordworks actually does. From there we described a couple of next steps, including:
We had our first official kick-off call last week Friday, where we explored some of our initial questions and got a better understanding of what Wordworks actually does. From there we described a couple of next steps, including:
- workshop planning
- questionnaire for the Wordworks team
- writing a first draft of a planning / specifications doc
- comparing various solutions for CRM, LMS and so on
With
Rowen
and
Ian
out of office over the next week or so, we agreed that the questionnaire is most time sensitive, and we intend to have that ready by the end of the week.