Documente Academic
Documente Profesional
Documente Cultură
Category Name
Gift Administration
Biographic Data
Prospect Management
Prospect Research
Fund Data
Donor Stewardship
Annual Fund / Communications
Campaign Management
Data Entry and Maintenance
General System Requirements
Document Management
Organization Data (separate CRP session)
Online Services
Event Management
Volunteer Management
Gift Planning
Membership Management
Category #
4
6
1
2
5
12
7
10
3
9
14
13
8
15
16
11
17
# of
Req's
45
50
28
6
16
11
19
18
12
20
5
7
19
5
7
16
12
Group
Total
95
34
27
37
44
31
16
12
296
There are three key activities that need to be scheduled with SMEs and others in the Development
Community. These must be scheduled well ahead of time in a Save the Date e-mail that should go out
2 to 3 weeks ahead of the first activity. The key activities are:
1. Meetings to go over requirements information and business process flow
2. Pre-CRP Training to cover the category areas using the out of the box Blackbaud system
3. The Conference Room Pilot sessions
The proposed schedule for the groupings above are shown on the following calendar:
May
Sun
Mon
Tue
Wed
Thu
Fri
Sat
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
2008
Sun
Mon
Tue
Wed
Thu
10
11
Fri
Sat
12
13
14
18
19
20
21
25
26
27
28
June
Group A
Training
15
16
Group B
Req. Mtgs.
--------
22
23
Group C
Group A
CRP
CRP
24
Kick-off
Req. Mtgs.
--------
29
Req. Mtgs?
Meeting
30
Group C
2008
17
Group A
--------
Group B
Test Cases
Prepared
Sun
Mon
Tue
Wed
1
--------
July
13
8
Group B
CRP
CRP
14
15
21
16
22
--------
27
28
Group E
Test Cases
Prepared
2008
tccd means
Sun
10
17
Group D
Test Cases
Prepared
Group F
Req. Mtgs.
Group B
Test case
23
Group C
CRP
CRP
29
30
Group D
CRP
CRP
comments
Mon
Tue
11
12
18
19
25
26
Group C
Training &
tccd
24
Group C
Group D
Sat
HOLIDAY
Group C
Test Cases
Prepared
20
Fri
Group B
Training &
tccd
Group D/E
Req. Mtgs.
Thu
GroupD
Training &
tccd
31
are due
Wed
Thu
Fri
Sat
15
16
22
23
29
30
August
GroupE
Training &
tccd
10
6
Group E
Group E
CRP
CRP
11
12
13
17
24
--------
18
25
19
20
Group F
Group F
CRP
CRP
26
31
14
21
Group G
Test Cases
Prepared
27
Group H
Test Cases
Prepared
2008
Group F
Test Cases
Prepared
GroupF
Training &
tccd
Group G/H
Req. Mtgs.
Group E
28
Group G/H
Training &
tccd for G
Sun
Mon
Tue
Wed
tccd for H
Labor Day
September
Thu
Fri
Sat
Group G
Group H
CRP
(if needed)
Holiday
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
2008
October
Sun
2008
Mon
Tue
Wed
Thu
Fri
Sat
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
NOTE: After the initial pilot test of our CRPs, it was determined that the standard method for the CRP
meetings would be a single group going through the entirety of the test cases together (Combined test
walk through) . If time permits at the end, we would then break into separate groups and do follow-up
testing and exploration. This proved to be a more efficient method and kept the sessions on track. It is
possible in some cases that we would revert to using the groups of testers instead of the combined walk
through.
Most of the roles and responsibilities still apply, but they are focused at first in the combined walk
through of the test cases. Separate testing groups of 2 to 3 are then used if time permits following the
combined walk-through of the entire set of test cases.
Logistics
The suggestion is that there be somewhere between 10 and 20 people involved in the actual CRPs
based on effectiveness and room limitations. Roles in the CRP would be as follows:
CRP Lead
Sets up the test cases into sections that provide logical breaks for CRP testing
Preps the room with scoring criteria, test cases, and Test Group scoring sheets
Sets out, maintains and adjusts (as needed) the timing for the entire CRP session
Calls for test case section debriefings to accumulate results and provide continuity between Test
Groups. Keeps the objectives of deriving test results on track.
Test Groups
Each group is optimally 2 but could be 3 persons; one at the keyboard, one recording results
from each test on scoring sheets (includes rating score and comments during testing)
Minimum of 3 and maximum of 6 groups
Groups work through pre-set test plans and record their results based on scoring criteria
Groups will call on Monitors and BB Experts as needed to resolve questions / issues
Groups work through sections of test cases and report on findings when CRP Lead calls for test
section debriefings.
Monitors
During team breakouts, float around the room and watch testing to monitor the process.
Provide assistance and answer questions for Test Groups as needed.
BB Experts
Provide detailed training / update at the beginning of the session for configuration and setup
items that require clarification beyond the initial out of the box training sessions.
Inform the entire testing team of areas where gaps are known to exist in the test scenarios.
Provide expert answers and guidance when Test Groups get stuck and call for help which is
beyond the Monitors knowledge
Observe and respond as needed to CRP activities.
Consult with CRP Lead and Monitors with observations and ideas for adjustments
Recorder
The recorder is charged with keeping track of all questions or follow-up items raised from group
discussions
The recorders will also be in charge of any recording technology and making sure the CRP
proceedings can be replayed. This includes the Captivate sessions on the test PCs and audio
recorders during group discussions.
The recorder keeps the rolled up scores and any overriding comments / direction gathered
during the test section debriefings.
The recorder tracks all next step, additional test items identified and parking lot items generated
during the CRP.
Time: 10 - 15 min.
By: BB Expert
Repeat above two steps until all test sections are completed
Time: 5 10 min.
By: CRP Lead, Entire Team
Time: TBD
Our goal is to make these sessions as effective as possible and accomplish as much of the scoring /
debriefing as possible right within the CRP. By having this clear approach, structure and roles we can
then focus on completing the identified test cases while having a base in place to allow for flexibility to
adjust to needs as they arise during the CRPs. Depending on how quickly we can get through the test
cases, there may be time for further exploration and testing of the software while the BB Experts are in
the room to help respond to issues and assist in exploration.