E-mail
User Narratives.
Create a Team
Narrative
Narrative description of what the user is doing with the CRM system. (Use as many words, paragraphs or pages as you want)
Volunteer see's an opportunity, starts a team. Creates team page, recruits people from the database, invites them, describes the team charter (purpose, project goals, milestones, tasks), and starts the conversation. Connects team to org chart (or pool of active teams). Retires team when goals met or when it goes fallow. The important part of this story is saying "Hey, kids! Let's put on a show!"
Actors
Who is taking action in the narrative?
- Joe Volunteer
- Other volunteers selected for their proximity, interest, availability, or qualifications
Data
What key data is being manipulated in the narrative?
- The team profile, including membership.
- The invitees' profiles, member profiles, everyone's contact lists (buddy lists for team members).
- Project stuff.
- Metrics to be reported or shared.
Goal
What is the user trying to achieve?
To accomplish an organizational goal by bring people together into a team. For example, to form a volunteer media relations team or to organize a rally.
Success & Failure Conditions
What are the success conditions / failure conditions upon completion of the narrative?
Success:
- Any volunteer can create a team and invite people in the database to it.
- Invited people can join the team.
- Volunteers can invite themselves to a team (although some teams may require approval for new members).
- The new team is listed in a directory, by category if appropriate.
- Team milestones, accomplishments, and concerns roll-up to the organization dashboard.
