Destiny One Osher Requirements

D1i.OSH.MM.001

As a prospect I want to be able to find the Osher program at the university.

Prospect discovers Osher

D1i.OSH.MM.002

As a prospect I want to enroll to become an Osher member while enrolling in a course or event.

Prospect becomes a Member while enrolling for a course or event

D1i.OSH.MM.003

As a prospect I want to be able to enroll in a course or event before I become an Osher member.

Prospect becomes a Member without enrolling in a course or event first

D1i.OSH.MM.004

As an Osher administrator I want to restrict Osher membership to age 40+.

Membership is restricted to ages 40+

D1i.OSH.MM.005

As a member of Osher staff I want to be able to override age restrictions and enroll a student in an Osher membership when necessary.

Staff can make exceptions to age requirement and enroll student in a membership

D1i.OSH.MM.006

As a prospect I want to be able to explore the opportunities available

Prospect explores opportunities

D1i.OSH.MM.007

As a member I want to receive a welcome email from Osher once I have successfully enrolled in an Osher course.

Member receives Welcome to Osher email

D1i.OSH.MM.008

As a member I was to receive a copy of the Osher member manual.

Member receives a copy of Osher Member Manual

D1i.OSH.MM.009

As an Osher administrator I want memberships to expire after one year.

Membership expires one year after purchase based on terms.

D1i.OSH.MM.010

As an Osher administrator I want memberships expiration to be determined by term of purchase.

Membership start and expiration date is determined by term it was purchased in, not a specific date

D1i.OSH.MM.011

As an Osher administrator I want a membership to be required before a student starts a class.

Membership required before the start of the class/event

D1i.OSH.MM.012

As an Osher administrator I want the system to send out reminder messages when membership renewal is required.

System sends reminder for membership renewal

D1i.OSH.MM.013

As an Osher administrator I want the ability for program memberships to be gifted to others.

Membership can be gifted

D1i.OSH.MM.014

As an Osher administrator I want the price of memberships to be set for 40 dollars per year.

Membership is $40/year

D1i.OSH.MM.015

As a member I want to be able to verify my membership in the system.

Ability for member to verify membership date (self-service)

D1i.OSH.MM.016

As an Osher administrator I want to be able to separate memberships from class registration.

Separate membership from class registration

D1i.OSH.MM.017

As an Osher administrator I want to be able to identify all new members in the system.

Identify new (instead of renewing) members in one place

D1i.OSH.MM.018

As an Osher administrator I want to be able to ensure that all who register for an Osher course are members in the system.

Ensure membership

D1i.OSH.MM.019

As a member I want to receive an email reminder when my membership is about to expire.

Member receives email reminder XX days before membership expires

D1i.OSH.MM.020

As an Osher administrator I want members to receive follow-up marketing.

Member receives follow-up marketing (weekly newsletter email)

D1i.OSH.MM.021

As a member I want to be able to access my student page and view my current and past enrollments.

Member can view current and past classes (self-service)

D1i.OSH.CR.001

As a student I want to be able to search for a specific Osher course.

Student searches for an Osher class

D1i.OSH.CR.002

As an Osher administrator I want weekly marketing materials and class listings sent to members.

Weekly class listing email and digital ads through Marketing

D1i.OSH.CR.003

As a member I want to be able to add the courses/events I want to attend to my cart.

Member selects offering (courses/Special Events)

D1i.OSH.CR.004

As a member I want to be able to enroll in courses/events that require a paid fee.

Member enrolls in courses/events with fee

D1i.OSH.CR.005

As a member I want to be able to enroll in courses/events that require no paid fee.

Member enrolls in courses/events without a fee

D1i.OSH.CR.006

As a member I want to be able to pay for my enrollments in the online system.

Member pays for courses

D1i.OSH.CR.007

As a member I want to receive confirmation when I have successfully registered and paid for an enrollment.

Member receives proof of purchase and registration confirmation

D1i.OSH.CR.008

As a member I want to be able to speak with the Osher Director to arrange a scholarship.

Member requests scholarship by speaking to Osher Director over the phone

D1i.OSH.CR.009

As the Osher director I want to be able to do register a member in a requested course/event.

Osher Director enrolls scholarship recipient in requested course/event

D1i.OSH.CR.010

As a member I want to be able to register for a course/event with my spouse.

Member Register spouses together

D1i.OSH.CR.011

As an Osher administrator I want students who sign up for courses as spouses to have individual memberships.

Joint cart requires individual memberships

D1i.OSH.CR.012

As a member I want to be placed on a hold list for a course that is already reached enrollment capacity.

Know about holds (self-service)

D1i.OSH.CR.013

As a member I want several options for registering for courses/events.

Can accommodate various registration preferences

D1i.OSH.CR.014

As a member I want to be able to be able to enroll in a course online.

Online (Certain members find the convenience of online preferable)

D1i.OSH.CR.015

As a member I want to be able to be able to enroll in a course in-person.

In-person (Some will register in person w/ RI)

D1i.OSH.CR.016

As a member I want to be able to be able to enroll in a course over the phone.

Phone (Select members still prefer phone registration)

D1i.OSH.CR.017

As a member I want to receive confirmation when I have successfully registered for a course/event.

Receives registration confirmation

D1i.OSH.CR.018

Income Accounting timelines do not match especially in the Spring

D1i.OSH.CR.019

Automated class information, syllabus, etc.

D1i.OSH.WL.001

As a member I want to be able to sign up for a waiting list should the class I want to enroll in be filled.

If the option is full, member signs up for waiting list

D1i.OSH.WL.002

Staff adds student to wait list

D1i.OSH.WL.003

Managing the wait list is a rush - manually add and remove individuals

D1i.OSH.WL.004

Convert wait listed individual directly to registered individual

D1i.OSH.WL.005

Give wait list folks priority over open enrollment

D1i.OSH.SE.001

Staff sends Special Event information leading up to the event

D1i.OSH.SE.002

Fall Open House is a social

D1i.OSH.SE.003

Allows for in person registration

D1i.OSH.SE.004

System adds student to rosters

D1i.OSH.SE.005

Member receives Special Event information with event specific links leading up to the event

D1i.OSH.SE.006

Zoom information is sent to student

D1i.OSH.SE.007

Member receives Zoom class information

D1i.OSH.SE.008

Instructor roster timing and advance communication is complex

D1i.OSH.SE.009

Staff coordinate attendance tracking - staff or volunteer are present

D1i.OSH.SE.010

Member attends class/event

D1i.OSH.SE.011

Staff sends satisfaction survey

D1i.OSH.SE.012

Member receives satisfaction survey

D1i.OSH.SE.013

Events are not term based

D1i.OSH.SE.014

Ideally, free events are available along with paid offerings

D1i.OSH.SE.015

Paid special events are different sections of OSHER 173

D1i.OSH.WEB.001

Osher Webinars are available to the public

D1i.OSH.COM.001

Staff respond to student emails on an ongoing basis

D1i.OSH.COM.002

Customize or edit branding and messaging (marketing)

D1i.OSH.PP.001

Emeritus, Alums, tuition reduction is clunky

D1i.OSH.PP.002

100% tuition reduction for emeriti

D1i.OSH.PP.003

50% tuition reduction for all others

D1i.OSH.PP.004

~$30k per year for emeriti and staff discounts

D1i.OSH.PP.005

Free events have a no-fee cart

D1i.OSH.PP.006

Instructors and volunteer committee members can participate in one free class in the given term

D1i.OSH.PP.007

Osher director approves scholarships

D1i.OSH.PP.008

Osher staff applies scholarship funds in scholarship admin

D1i.OSH.PP.009

Education information about the tuition reduction

D1i.OSH.PP.010

Emeriti are not in CIS so they contact HR and receive a paper form

D1i.OSH.PP.011

Scholarship monies come from donations

D1i.OSH.PP.012

Self-report tuition reduction request completed

D1i.OSH.PP.013

Require HR confirmation number? Only for staff?

D1i.OSH.IM.001

More easily communicate changes

D1i.OSH.IM.002

Backend view for Instructor (self-service)

D1i.OSH.IM.003

Some instructors provide information to students

D1i.OSH.PAIN.001

Over 1/3 of the annual budget toward free and reduced classes

D1i.OSH.PAIN.002

Member gets really confused

D1i.OSH.PAIN.003

Not clear whether the member is in a class

D1i.OSH.PAIN.004

Some folks will see marketing and show up to class w/o registering and staff have to track them down