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Rationale
As part of the OSI grant, a request was made to get more information on how Human Rights Groups are using CiviCRM. This serves as an impetus for us to gather more information on ALL groups that are using CiviCRM. This helps us in targetting specific foundations for grants (e.g. Mellon if we have a fair number of educational institutions using us) This also gives us an opportunity to eat our own dog food and build this system on top of CiviCRM.
Implementation
We will implement a registration form on CiviCRM.org to collect information. This will be done via a profile. Most likely we will customize the template and use a combination of hooks in the implementation.
We can add a link to "Register Site Information" on the CiviCRM Help Menu. We can also add a link to this when folks install/upgrade their site and publish this link in a forum blast.
Information collected
This is just a rough idea, i dont think we should ask more than 10-12 questions. Dumping all of them that i can think of
- Name and email of person submitting this information - Required
- Checkbox to indicate if we can contact this person (default: checked if above info is filled)
- Checkbox to indicate if we can store their Site URL and hence contact them periodically to update their information (not more than twice a year)
- Organization Name - Required
- Organization URL - Requred
- Organization Budget
- Organization City, State and Country
- Number of employees
- Number of employees using CiviCRM
- Industry and Sector this organization is (multi-select / checkbox), Other text field if there is no match - Required
- What CiviCRM components you are using (list of all components)
- Brief description of how the organization is using CiviCRM
- name of consulting firm that installed software
- satisfaction rating
- usability rating
- overall rating
- recommend to others
- date this the information was first added (added by system)
- date that the information was updated
Non-Profit Categories from NTEN
- Legal
- Employment
- Housing
- Religious
- International
- Arts/Culture
- Civil Rights/Advocacy
- Youth
- Environmental
- Public/Social Benefit
- Human Services
- Health
- Education
- Other (Please specify)
- N/A
Some other categories we might want to add to the above
- Political Group/Party
- Political Campaign
- Human Rights
- Government Entity (local municipality, county/regional, state/province, national, executive/legislative/judicial branches, agencies, etc.)
- Library
- Professional Society
- Add a text field for a more specific category/description that folks can add
- ?Sportsgroup - lots of boxing clubs, football clubs etc use CiviCRM
Some things to consider
- How are duplicates handled? For logged in users, we can check if they've filled the information and retrieve that
- Ideally we should always add a new copy of the above data rather than overwrite data. This will allow us to analyze data over time for the same organization. Storing this as a custom data that extends activity might be a good way. Will allow us to switch to CiviCampaign/CiviSurvey when done
Future enhancements
- Would be good to register the fact in the user's civicrm DB that they completed the reg form. We can use this for reminders. How do we get this information back to the user? via an IPN?
- Would be good to add other individuals to edit / maintain this orgs profile.
3 Comments
Hide/Show CommentsAug 21, 2010
Brian Shaughnessy
Lobo -
would be good to come up with a definition of a "human rights group" as that could be interpreted very broadly or very narrowly
that breadth/narrowness has to do both with the nature of the org (what constituents they serve or movements they embrace) and the nature of their mission/vision
thinking of some of the groups I work with -- would a homeless shelter be human rights? or an org that serves people with disabilities? does there specifically need to be an advocacy component, and if so, what if that's ancillary to their core purpose, which may simply be providing services to the constituents?
so part of that probably needs to be sketched out in your definition of who should complete the form, and some of it should be anticipated in the questions themselves (i.e. understanding exactly what the orgs do and whether it falls within your circle of definition).
Aug 21, 2010
xavier dutoit
1) Freshness of the information issue: If we don't ping them regularly, the information about what is installed will be rotten quickly.
I think the number of people/user in the organization won't be anything meaningful, because people don't know at the start of the project, and it changes overtime anyway.
Suggestion: Offer them an option to link their record with the pingback from their installation, so we can potentially develop a tool to match the pingback datas with this record ?
2) Being able to use that as a mean to get a list of contacts, asking to opt-in:
(checked by default): I agree to be contacted for security alert, new version or when an event in my area is organized (low frequency).
3) Ask for the country (so we can target for a civimeetup mailing)
4) Don't ask for two persons, we consider that the person reporting is the contact person
5) Offer another profile to register individuals (eg. registration to a newletter, but with more info), so you don't have to ask for several persons contact, but allow the visitors to register different persons
Aug 22, 2010
Donald A. Lobo
Brian: I think we want to collect this information for ALL orgs that use CiviCRM and willing to give us some information. The impetus is the OSI deliverable, but definitely not restricted to just HR groups. I'll clari
I added the categories that NTEN uses in their surveys. Maybe we should make it a checkbox and folks can mark all that possibly apply
Xavier: Incorporated most of your suggestions. We'll decide on the final set of data at a later stage