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Req# | User Story/Use Case/Requirement | Test Case | Business Owner | Decision Log / Notes / Questions | Status | Links |
|---|---|---|---|---|---|---|
D1i.OSH.MM.001 | Prospect discovers Osher | |||||
D1i.OSH.MM.002 | Prospect becomes a Member while enrolling for a course or event | |||||
D1i.OSH.MM.003 | Prospect becomes a Member without enrolling in a course or event first | |||||
D1i.OSH.MM.004 | Membership is restricted to ages 50+ | |||||
D1i.OSH.MM.005 | Staff can make exceptions to age requirement and enroll student in a membership | |||||
D1i.OSH.MM.006 | Prospect explores opportunities | |||||
D1i.OSH.MM.007 | Member receives Welcome to Osher email | |||||
D1i.OSH.MM.008 | Member receives a copy of Osher Member Manual | |||||
D1i.OSH.MM.009 | Membership expires one year after purchase | |||||
D1i.OSH.MM.010 | Membership start and expiration date is determined by term it was purchased in, not a specific date | |||||
D1i.OSH.MM.011 | Membership required before the start of the class/event | |||||
D1i.OSH.MM.012 | System sends reminder for membership renewal | |||||
D1i.OSH.MM.013 | Membership can be gifted | |||||
D1i.OSH.MM.014 | Membership is $40/year | |||||
D1i.OSH.MM.015 | Ability for member to verify membership date (self-service) | |||||
D1i.OSH.MM.016 | Separate membership from class registration | |||||
D1i.OSH.MM.017 | Identify new (instead of renewing) members in one place | |||||
D1i.OSH.MM.018 | Ensure membership | |||||
D1i.OSH.MM.019 | Member receives email reminder XX days before membership expires | |||||
D1i.OSH.MM.020 | Member receives follow-up marketing (weekly newsletter email) | |||||
D1i.OSH.MM.021 | Member can view current and past classes (self-service) | |||||
D1i.OSH.CR.001 | Student searches for an Osher class | |||||
D1i.OSH.CR.002 | Weekly class listing email and digital ads through Marketing | |||||
D1i.OSH.CR.003 | Member selects offering (courses/Special Events) | |||||
D1i.OSH.CR.004 | Member enrolls in courses/events with fee | |||||
D1i.OSH.CR.005 | Member enrolls in courses/events without a fee | |||||
D1i.OSH.CR.006 | Member pays for courses | |||||
D1i.OSH.CR.007 | Member receives proof of purchase and registration confirmation | |||||
D1i.OSH.CR.008 | Member requests scholarship by speaking to Osher Director over the phone | |||||
D1i.OSH.CR.009 | Osher Director enrolls scholarship recipient in requested course/event | |||||
D1i.OSH.CR.010 | Member Register spouses together | |||||
D1i.OSH.CR.011 | Joint cart requires individual memberships | |||||
D1i.OSH.CR.012 | Know about holds (self-service) | |||||
D1i.OSH.CR.013 | Can accommodate various registration preferences | |||||
D1i.OSH.CR.014 | Online (Certain members find the convenience of online preferable) | |||||
D1i.OSH.CR.015 | In-person (Some will register in person w/ RI) | |||||
D1i.OSH.CR.016 | Phone (Select members still prefer phone registration) | |||||
D1i.OSH.CR.017 | 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 | 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 |