FundStream

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Product Details

Name

FundStream

Tagline

Elevate Your Impact

Impact Innovator

Name: Impact Innovator
Description: Impact Innovators are forward-thinking nonprofit professionals dedicated to leveraging technology for social good. They are constantly seeking innovative tools like FundStream to streamline their fundraising efforts, enhance donor relations, and maximize their outreach. The day-to-day interactions with FundStream revolve around exploring new features that aid in optimizing campaigns and improving qualitative results for their organization.
Demographics: Age: 30-45, Gender: Any, Education: Bachelor's degree or higher, Occupation: Nonprofit Operations Manager, Income Level: $60,000 - $90,000.
Background: Raised in a community-oriented family, the Impact Innovator pursued a degree in nonprofit management. Their career began as a volunteer coordinator, where they witnessed firsthand the power of fundraising. They are passionate about technology, having taught themselves various digital tools to aid their mission. Hobbies include attending tech workshops and participating in local social innovation events to network with like-minded professionals.
Psychographics: Impact Innovators value collaboration and creativity. They are motivated by the potential to change lives and are always on a quest for efficiency. Their beliefs center around transparency and inclusivity within nonprofit work. They enthusiastically share knowledge with peers and actively participate in discussions about effective fundraising strategies, often engaging with online platforms to stay updated with industry trends.
Needs: They need a comprehensive fundraising solution that provides real-time analytics, donor insights, and campaign automation to maximize efficiency and impact. Additionally, they seek user-friendly features that can engage their less tech-savvy team members and allow them to focus on creative aspects of fundraising.
Pain: Common pain points include navigating complicated fundraising software and limited insights into donor behavior, which can impede effective campaign planning. They may also face challenges in obtaining buy-in from traditional team members who prefer 'tried-and-true' methods.
Channels: Preferred channels include webinars, nonprofit tech conferences, social media groups for nonprofit professionals, e-newsletters, and technology review blogs. They often engage with online communities dedicated to nonprofit innovation and efficiency.
Usage: Impact Innovators use FundStream daily for campaign planning, donor analytics, and automation features. They measure their usage by the number of campaigns supported and the feedback received from team members. Their engagement often peaks during peak fundraising seasons or when launching a new initiative.
Decision: Their decision-making process revolves around cost-effectiveness, ease of integration with existing systems, and proven success metrics. They are influenced by peer recommendations, case studies showcasing tangible impacts, and the responsiveness of customer support, valuing a hands-on approach to implementation.

Community Connector

Name: Community Connector
Description: Community Connectors are nonprofit outreach specialists who excel at building relationships within their communities. They actively use FundStream to create targeted outreach campaigns, focusing on community-driven initiatives that encourage engagement and support. Their typical day involves coordinating events and utilizing analytics to refine their strategies and improve donor outreach efforts.
Demographics: Age: 25-40, Gender: Any, Education: Bachelor's degree in communication or social sciences, Occupation: Outreach Coordinator, Income Level: $45,000 - $65,000.
Background: With a strong background in community service from a young age, the Community Connector has volunteered in various capacities, developing a strong affinity for engaging diverse groups. They graduated with a degree that emphasizes communication and advocacy and have a passion for social change. Their interests lie in public speaking, community organizing, and grassroots movements.
Psychographics: Community Connectors prioritize relationship-building and view their work as both a professional responsibility and a personal calling. They are motivated by seeing tangible results from their efforts and deeply believe in the power of community and collaboration. Their lifestyle involves regular networking events and attending cultural functions to connect with potential donors and beneficiaries alike.
Needs: They require a platform that allows them to easily segment donor lists and create customized outreach campaigns. Functionalities that support storytelling through donor experiences and feedback integration are also essential to enhance their relationships with the community.
Pain: Their primary pain points include insufficient data on donor engagement trends and time-consuming manual outreach efforts that divert them from high-impact tasks like community engagement. Struggles with making data-driven decisions that authentically reflect their community's needs may also arise.
Channels: They primarily utilize social media platforms (Facebook, Instagram, LinkedIn), community boards, local events, and newsletters to communicate effectively. Workshops and networking forums are also crucial to their outreach strategy.
Usage: Community Connectors engage with FundStream multiple times a week, especially during campaign launches and community events. They actively update donor statuses and monitor feedback closely after key events to optimize future strategies.
Decision: Their decision-making process is driven by user-friendliness, community-driven features, and the ability to provide insights that enhance engagement. Recommendations from fellow outreach professionals and local case studies play a significant role in their software choices.

Fundraising Tech Enthusiast

Name: Fundraising Tech Enthusiast
Description: Fundraising Tech Enthusiasts are self-proclaimed 'techies' in the nonprofit sector who are excited about incorporating new technologies to enhance their fundraising efforts. They use FundStream to automate tedious tasks, analyze data comprehensively, and create cutting-edge fundraising experiences designed to engage tech-savvy donors.
Demographics: Age: 28-38, Gender: Male, Education: Bachelor’s degree in Technology or Business, Occupation: IT Manager for Nonprofit, Income Level: $70,000 - $100,000.
Background: Having grown up fascinated by computers and technology, the Fundraising Tech Enthusiast pursued a degree in IT, eventually transitioning into the nonprofit sector to apply their skills for social change. They volunteer with various tech-focused nonprofit organizations and are active in tech meetups. This persona often explores hobbies related to coding, app development, and new digital platforms.
Psychographics: Tech enthusiasts thrive on innovation and creativity, holding a strong belief in technology's potential to fundamentally reshape fundraising and donor engagement. They value efficiency and ongoing learning, constantly seeking out the latest tools and techniques to enhance organizational performance. They prefer data-driven decision-making and are deeply involved in discussions about the latest fundraising trends and technologies.
Needs: They require a comprehensive platform that integrates seamlessly with existing systems, advanced analytical tools for tailored donor insights, and automation features that streamline operations and enhance user experience for both staff and donors.
Pain: They face challenges with legacy software systems that lack integration and constrain their ability to adopt innovative fundraising strategies. Additionally, obtaining organizational buy-in for new technologies can be daunting, as some staff are resistant to change or lack technical skills.
Channels: Preferred channels include technology blogs, forums for nonprofit professionals, webinars, and workshops focusing on tech innovations in fundraising. They also engage with online tutorials and community-driven Q&A platforms.
Usage: The Fundraising Tech Enthusiast uses FundStream nearly every day, especially during the setup phase of major fundraising events. Their use typically spikes before campaigns and during data analysis periods.
Decision: Their decision-making process is heavily influenced by factors such as software adaptability, peer reviews from fellow tech experts in the nonprofit sector, and the quality of user support. They often test products through demos and seek assurances of integration capabilities before committing.

Grants Guru

Name: Grants Guru
Description: Grants Gurus are specialized professionals focused on acquiring funding through grants for various nonprofit projects. Utilizing FundStream, they track grant applications, manage deadlines, and analyze donor insights to enhance their proposals and ensure they meet funders' criteria effectively.
Demographics: Age: 35-50, Gender: Female, Education: Master’s or professional degree, Occupation: Grant Writer/Manager, Income Level: $75,000 - $100,000.
Background: With extensive experience in writing and management, the Grants Guru developed a passion for nonprofit work while studying philanthropy. After obtaining a degree in social work, they transitioned into grant management, where they witnessed the power of funding in driving social initiatives. They stay active through mentorship programs and writing workshops focused on honing their skills.
Psychographics: Grants Gurus are detail-oriented and analytical, motivated by the challenge of securing funding for meaningful projects. They value structure and are committed to delivering high-quality grant proposals. Their lifestyle involves frequent research and networking with funders and fellow grant writers, always keen on understanding the evolving grant landscape.
Needs: They require tools that can centralize grant tracking, deadline alerts, and data analytics to create compelling narratives that align with funders’ expectations. Integration with organization-wide goals is also crucial to ensure alignment with mission-driven funding.
Pain: They experience pain points such as tight deadlines, competition for limited funding, and the difficulty of finding accurate data to support their grant proposals. Repeated rejections or a lack of feedback from funders can also be frustrating.
Channels: Preferred channels include grant management webinars, nonprofit forums, workshops on writing winning grants, professional networks, and publications focused on philanthropy and grants.
Usage: Grants Gurus engage with FundStream regularly, particularly during grant writing season and when deadlines approach. Usage peaks around submission times when they require quick access to data and insights.
Decision: Their decision-making is influenced by ease of tracking grant opportunities, the potential for improved win rates, robust reporting features, and peer recommendations from trusted grant-writing communities.

Event Engagement Specialist

Name: Event Engagement Specialist
Description: Event Engagement Specialists are passionate about organizing and executing fundraising events designed to maximize donor engagement- utilizing FundStream to streamline event management, track donations, and analyze post-event feedback to improve future activities.
Demographics: Age: 30-50, Gender: Any, Education: Bachelor's degree in Event Management or Communications, Occupation: Events Coordinator for Nonprofit, Income Level: $50,000 - $80,000.
Background: With a background in hospitality and event management, the Event Engagement Specialist transitioned to the nonprofit sector to leverage their skills in a more impactful manner. They thrive on creative challenges and enjoy brainstorming new event concepts. Personal interests include attending community events and continuous learning through workshops focused on event organization.
Psychographics: They value creativity and personal connections, viewing fundraising events as opportunities not just for donations but to build lasting relationships with the community. They are detail-oriented and driven by the desire to create memorable experiences for attendees, believing that a well-executed event can foster deeper connections between donors and the organization.
Needs: They need a platform that assists with comprehensive event management while also providing insights into donor behavior pre-and post-event. Functionalities such as ticketing integration, donor acknowledgment features, and follow-up engagement capabilities are critical.
Pain: They often grapple with organizing logistics under tight timelines, engaging different donor segments meaningfully, and measuring the success of events beyond just financial contributions. Lack of real-time feedback mechanisms can hinder the effectiveness of their strategies.
Channels: The Event Engagement Specialist frequently uses social media platforms for event promotion, email newsletters for donor outreach, community boards for local engagement, and nonprofit conference networks for collaboration opportunities.
Usage: They utilize FundStream extensively during the planning phases of events, employing the platform for real-time analytics and post-event reporting to assess donor engagement and fundraising success.
Decision: Their decisions are guided by the ability to integrate event management and donor engagement strategies in one platform. They value user-friendly interfaces and tools that simplify logistics and facilitate effective communication with donors.

Product Ideas

Donor Insights Dashboard: A user-friendly dashboard that aggregates real-time donor insights and analytics, allowing nonprofits to visualize donor behaviors and trends. It enhances data-driven decisions and customizes engagement strategies for targeted donor segments.
Automated Follow-Up Suite: An automated feature that schedules personalized follow-up communications with donors based on their engagement levels. This ensures timely and relevant outreach, fostering stronger donor relationships and encouraging repeat contributions.
Campaign Performance Predictor: An AI-driven tool that analyzes past campaign data to predict future fundraising outcomes. This innovative feature helps strategists refine their campaign approaches, optimizing efforts based on predictive analytics.
Volunteer Engagement Hub: A centralized platform for managing volunteer assignments, tracking participation, and analyzing impact metrics. This tool aims to enhance volunteer management and improve overall campaign success through effective resource allocation.
Grants Database Integration: An integrated database that connects users with relevant grants opportunities, allowing Grants Gurus to streamline their application processes. It offers notification for deadlines and compliance checklists tailored to specific grant requirements.
Real-Time Event Feedback Tool: A tool that collects attendee feedback during fundraising events in real-time, enabling instant analysis and insights for event organizers. This feature allows for immediate adjustments and improvements, boosting the effectiveness of ongoing campaigns.
Community Builder Module: A feature within FundStream that facilitates connections between donors and community initiatives, fostering engagement through community-driven projects. It tracks participation and impact, creating a sense of belonging among supporters.

Product Features

Behavioral Analytics Visualizer

This feature transforms raw donor data into intuitive visual graphs and charts, showcasing patterns in donor behavior over time. By clearly displaying trends such as donation frequency, preference for campaign types, and engagement levels, nonprofits can make data-driven decisions that enhance their strategies. This allows for targeted outreach, creating customized experiences that resonate with specific donor segments.

Requirements

Donor Data Integration

User Story: As a nonprofit staff member, I want to integrate various sources of donor data into FundStream so that I can get a complete view of donor activities and relationships, allowing for more effective fundraising strategies.
Description: The Donor Data Integration requirement involves the ability to seamlessly connect and aggregate various donor data sources into the FundStream platform. This integration is crucial for creating a holistic view of donor activity, ensuring that all relevant data points — such as transaction history, engagement metrics, and communication logs — are accessible from a single interface. By centralizing donor data, nonprofits gain more accurate insights into donor behavior, enabling the design of targeted outreach campaigns based on comprehensive donor profiles. This integration enhances the overall effectiveness of fundraising strategies and improves donor relationship management.
Acceptance Criteria: Donor data is integrated from multiple sources into FundStream, allowing for a consolidated view of donor activities and behaviors.

Given that the donor data sources provide transactional and engagement metrics, when the data is integrated into FundStream, then all relevant data should be accurately reflected in the main dashboard without discrepancies.

Nonprofit staff need to access integrated donor data for campaign analysis to tailor their outreach strategies effectively.

Given that a nonprofit user logs into FundStream, when they navigate to the donor analytics section, then they should see visualizations that accurately reflect the integrated donor data with no missing entries.

FundStream must update in real-time as new donor data is received from external sources to ensure accuracy of insights.

Given that new donor data is pushed to FundStream, when the data is received, then the analytics visualizations should refresh automatically within three minutes, showing the updated information.

Nonprofits need to filter and segment donor data by various criteria such as donation frequency and engagement levels for targeted outreach.

Given that a nonprofit user wants to segment donor data, when they apply filters based on donation behaviors, then the system should generate a new report that only includes donors matching those specific criteria.

The integrated donor data should provide a historical view of donor behaviors over multiple campaigns for trend analysis.

Given that the donor data is pulled from various campaigns, when a nonprofit user selects a time range in the analytics visualizer, then the system should accurately display historical data showing trends in giving for that range.

Nonprofit administrators need assurance of data security and privacy when integrating donor sources.

Given that donor data is being integrated, when the integration is completed, then the system should log all integration events and ensure that data is stored in compliance with applicable data protection regulations.

Visualization Customization Options

User Story: As a nonprofit manager, I want to customize the visual representations of donor data in the Behavioral Analytics Visualizer so that I can present the information in a way that best fits our fundraising goals and stakeholder interests.
Description: The Visualization Customization Options requirement focuses on providing users with the ability to customize the visual representation of donor analytics within the Behavioral Analytics Visualizer. Users should be able to select different types of graphs, change color schemes, and filter data by specific time frames and donor segments. This flexibility is essential as it allows nonprofits to tailor their data presentations to meet specific needs and preferences, facilitating deeper insights and easier presentations to stakeholders. Such customization enhances user engagement and ensures that the data effectively communicates the intended message.
Acceptance Criteria: User selects a different graph type to visualize donor data

Given a user is on the Behavioral Analytics Visualizer, when they select a graph type from the customization options, then the visualization should update to reflect the selected graph type without errors.

User changes the color scheme of the visual representation

Given a user is viewing donor analytics, when they choose a new color scheme from the options available, then the graph should display the new colors applied to all relevant data points immediately.

User filters donor data by specific time frame

Given a user is on the Behavioral Analytics Visualizer, when they apply a time frame filter, then the data displayed should only include donations made within the selected time period, reflecting an accurate representation of that segment.

User organizes donor data by campaign types

Given a user is analyzing donor behavior, when they filter data by campaign types available, then the visual representation should display only the relevant data pertaining to those campaigns, allowing for targeted insights.

User saves customized visualization settings

Given a user has customized their visualization settings, when they choose to save these settings, then the system should successfully store the configurations and apply them upon next login without requiring reconfiguration.

User accesses help documentation for visualization options

Given a user is on the customization page, when they click on the help documentation link, then they should be redirected to a detailed guide explaining each customization option available.

User shares customized visualization with their team

Given a user has created a customized visualization, when they select the share option, then a link to the visualization should be generated that can be accessed by their team members without loss of functionality.

Automated Trend Reporting

User Story: As a data analyst for a nonprofit, I want automated trend reports on donor behavior, so that I can easily access insights without spending time on manual data collection and analysis, ensuring informed decision-making.
Description: The Automated Trend Reporting requirement encompasses the development of a feature that automatically generates reports based on analyzed donor behavior over time. These reports will highlight key trends, such as shifts in donation frequency, engagement levels, and popular campaign types, providing nonprofits with timely insights without requiring manual data compilation. This functionality is essential for streamlining the analysis process and empowering organizations to make proactive decisions regarding their fundraising strategies. Automated reporting not only saves time but also ensures that key insights are regularly reviewed and acted upon.
Acceptance Criteria: Automated report generation for weekly donor trends

Given the user has logged into FundStream and has access to the Behavioral Analytics Visualizer, when the user selects the 'Generate Weekly Trend Report' option, then the system should automatically compile and generate a report displaying key donor behavior trends over the past week, including donation frequency, engagement levels, and popular campaign types.

Real-time notifications for significant trend changes

Given the automated trend reporting system is active, when there is a significant change in donor behavior patterns, such as a 20% increase in donation frequency for a specific campaign, then the system should send an immediate notification to relevant users, enabling proactive engagement.

Customizable reporting parameters for nonprofits

Given a user is preparing to generate a trend report, when they access report settings, then they should have the ability to customize the reporting parameters, including date ranges, donor segments, and campaign types, ensuring tailored insights for their specific needs.

Integration of data visualization in reports

Given a report has been generated, when the user reviews the report, then they should see visual graphs and charts that represent the analyzed data, including trends in donor behavior over time, donation frequency, and engagement levels, aiding in understanding and presentation.

Export functionality for trend reports

Given a user has generated a trend report, when they select the 'Export' option, then the report should be downloadable in multiple formats (PDF, CSV, Excel), allowing for easy sharing and further analysis outside of FundStream.

Scheduled automatic report delivery to stakeholders

Given a nonprofit has set up their reporting preferences, when the scheduled time arrives (e.g., every Friday at 10 AM), then the system should automatically send the latest trend report via email to the designated stakeholders without user intervention.

User feedback mechanism for report accuracy

Given a user has reviewed a generated trend report, when they identify any discrepancies or issues, then they should have the ability to submit feedback directly within the report interface, enabling continuous improvement of the reporting feature.

Donor Segmentation Tools

User Story: As a fundraising coordinator, I want tools to segment our donors based on their behavior so that I can tailor communications and campaigns that resonate with specific donor groups, improving our engagement and fundraising success.
Description: The Donor Segmentation Tools requirement outlines the need for functionalities that allow users to categorize donors into distinct segments based on behavior and preferences identified through behavioral analytics. By enabling segmentation, FundStream facilitates more targeted and personalized outreach efforts, ensuring that communications and campaigns are tailored to the specific interests and behaviors of different donor groups. This capability enhances the effectiveness of fundraising efforts and significantly improves donor engagement by allowing for a more relevant and meaningful interaction with each segment.
Acceptance Criteria: As a nonprofit staff member, I need to categorize donors based on their donation frequency and preferences identified through the behavioral analytics visualizer, so that I can efficiently target my outreach efforts.

Given that I have access to donor data and the behavioral analytics visualizer, when I apply filters for donation frequency and campaign type preferences, then I should be able to see distinct segments of donors displayed.

As a user of FundStream, I want to create a segment for high-frequency donors who prefer event-based campaigns, so that I can tailor my communication strategy to this group.

Given that I have defined high-frequency donors as those who donate at least five times a year and I know their preferred campaign type, when I save this segment, then I should receive a confirmation that the segment has been created successfully.

As a nonprofit manager, I want to access a report that shows engagement levels of different donor segments over the last year, so I can analyze trends and adjust my fundraising strategies accordingly.

Given that I have selected a specific time frame and the relevant donor segments, when I request the engagement report, then I should receive a detailed report that visually represents engagement trends for each segment.

As an operational team member, I need to update donor segments automatically as new donation data comes in, to ensure that outreach strategies are always aligned with current donor behavior.

Given that new donor data is available, when I run the data update process, then all donor segments should be recalibrated based on the most recent behaviors and preferences without manual intervention.

As a fundraiser, I need to receive notifications when there's significant changes in donor engagement levels within a segment, so I can react promptly and adjust my outreach strategy.

Given that donor engagement data is being monitored, when engagement levels for any segment change significantly (by a predefined threshold), then I should receive an automated notification detailing the changes.

As a user, I want to combine multiple donor segments into a new custom segment for targeted campaigns, to leverage combined insights for outreach.

Given that I have selected multiple existing donor segments, when I create a new custom segment using those selections, then I should be able to see the combined data and receive a confirmation that the new segment is saved successfully.

As a donor relations officer, I want to visualize the impact of personalized outreach on donation behavior of segmented donors over time, to measure the effectiveness of my strategies.

Given that I have defined a specific time frame and selected a donor segment, when I access the visualization tool, then I should be able to see a graph displaying changes in donation behavior before and after personalized outreach efforts.

Real-time Behavioral Insights

User Story: As a fundraising director, I want access to real-time donor behavior insights so that I can quickly respond to donor actions and adjust our fundraising strategies as needed to maximize donor engagement and contributions.
Description: The Real-time Behavioral Insights requirement involves providing nonprofits with immediate access to donor behavior data as it occurs. This feature will inform real-time decision-making and enable businesses to react promptly to donor interactions, such as responding to increased donation activity or engagement on social media platforms. By equipping users with real-time insights, organizations can enhance their responsiveness and adaptability in their fundraising strategies, ultimately leading to better engagement outcomes.
Acceptance Criteria: Real-time donor engagement during a fundraising campaign

Given that a nonprofit is running a live fundraising campaign, when a donor makes a pledge, then the system should display this donor's engagement in real-time on the Behavioral Analytics Visualizer dashboard within 10 seconds of the donation.

Identification of trends in donor behavior post-campaign analysis

Given that a fundraising campaign has concluded, when the nonprofit accesses the Behavioral Analytics Visualizer, then they must be able to view and analyze trends highlighting donor engagement levels and donation types over the past month.

Immediate response to spikes in donation activity

Given that there is a spike in donation activity, when the Behavioral Analytics Visualizer captures this increase in real-time, then the system should trigger an alert notification to the fundraising team within 5 seconds of detection.

Segmenting donors based on engagement metrics

Given that a nonprofit user has access to the Behavioral Analytics Visualizer, when they apply filters to categorize donors by engagement metrics (e.g., frequent donors, high-value donors), then the dashboard should refresh to show segmented results within 3 seconds.

Visualizing donor preferences for campaign types

Given that a nonprofit wants to understand donor preferences, when they view the Behavioral Analytics Visualizer, then they should see a clear graphical representation of donor preferences across different campaign types within 2 seconds of the request.

Real-time social media interaction tracking

Given that a nonprofit is monitoring their social media platforms, when donor interactions increase on these platforms, then the Behavioral Analytics Visualizer should update to reflect this activity in real-time.

Dashboard accessibility on multiple devices

Given that a nonprofit personnel accesses the Behavioral Analytics Visualizer from different devices, when they log in, then they should have consistent access to real-time data visualizations regardless of the device used (mobile, tablet, desktop).

Mobile Accessibility for Analytics

User Story: As a nonprofit employee, I want to access donor behavior analytics on my mobile device so that I can view important data anywhere and anytime, ensuring that I remain informed and effective in my role.
Description: The Mobile Accessibility for Analytics requirement ensures that the Behavioral Analytics Visualizer is fully functional on mobile devices, allowing nonprofit staff to access donor data and insights on-the-go. Given the increasing reliance on mobile technology among nonprofit professionals, this feature is critical for maintaining productivity, enabling staff to view reports and analytics during meetings, at events, or while traveling. By providing mobile access, FundStream enhances user convenience and supports the mobile-first strategy that aligns with modern workforce trends.
Acceptance Criteria: Viewing donor behavior analytics on a mobile device during a fundraising meeting.

Given that the nonprofit staff member is at a fundraising meeting with their mobile device, when they log into FundStream and access the Behavioral Analytics Visualizer, then they should be able to interact with the visual graphs and charts without any delays or errors and see real-time data updates.

Accessing donor insights while traveling to a donor engagement event.

Given that the nonprofit staff member is traveling and has limited internet connectivity, when they attempt to access the Behavioral Analytics Visualizer on their mobile device, then they should be able to view previously loaded analytics data without requiring an internet connection.

Reviewing campaign performance trends on a mobile device.

Given that the nonprofit staff member wants to review the performance of different fundraising campaigns, when they access the Behavioral Analytics Visualizer on their mobile device, then they should be able to filter and sort the data based on campaign type, donation frequency, and engagement levels, which should reflect accurately in the visual representation.

Collaborating with team members using the mobile analytics feature.

Given that the nonprofit staff member is collaborating with a colleague on a strategy, when the staff member shares their mobile screen showing the Behavioral Analytics Visualizer, then the colleague should be able to ask questions and suggest improvements based on what is being displayed in real-time, indicating that the interface is easy to use and interact with.

Ensuring responsive design for mobile accessibility.

Given that the nonprofit staff member rotates their mobile device between portrait and landscape modes, when they use the Behavioral Analytics Visualizer, then the layout should adapt seamlessly without losing visibility of critical data elements or requiring excessive scrolling.

Utilizing mobile notifications for donor behavior alerts.

Given that a nonprofit staff member has set up alerts for significant changes in donor behavior, when such an event occurs, then they should receive a mobile notification that includes a brief summary of the change and a prompt to view the detailed analytics on the Behavioral Analytics Visualizer.

Testing overall usability for new users accessing the mobile analytics feature.

Given that a new nonprofit staff member is trying to use the Behavioral Analytics Visualizer on their mobile device for the first time, when they follow the onboarding instructions, then they should be able to successfully navigate through the visual graphs and charts without external assistance.

Segmentation Insights Engine

Utilizing advanced data segmentation techniques, this tool breaks down donor lists based on numerous criteria such as demographics, donation history, and engagement levels. Nonprofits can easily identify key segments to tailor their campaigns effectively, ensuring that messaging and outreach strategies align with the preferences and expectations of each donor group. This personalization boosts engagement and enhances donor loyalty.

Requirements

Dynamic Segmentation Filters

User Story: As a nonprofit fundraiser, I want to filter donor lists using real-time data criteria so that I can target my campaigns more effectively and engage the right segments of my audience.
Description: The Dynamic Segmentation Filters requirement will allow nonprofit staff to create and apply real-time filters to donor lists based on various criteria, such as demographics, donation amounts, frequency of donations, and engagement metrics. This feature is essential for enhancing campaign targeting by enabling organizations to quickly adapt their strategies based on the most current and relevant data. By simplifying the filtering process, nonprofits can increase the effectiveness of their outreach, ensuring that messaging resonates with the right audiences, ultimately resulting in improved donor engagement and higher conversion rates.
Acceptance Criteria: Nonprofit staff need to apply dynamic filters to a donor list based on specific demographics to create a targeted campaign for a fundraising event.

Given a donor list, when the staff selects demographic filters (age, gender, location), then the system should update the list to show only those donors that match the selected criteria.

Nonprofit staff want to quickly adjust their campaign strategies by applying filters on donation frequency and amount in real time to analyze donor behavior.

Given a filtered donor list displaying donation frequency and amount metrics, when the staff modifies the filters, then the donor list should reflect changes immediately without any lag.

Nonprofit staff are preparing a year-end report and wish to segment donors based on engagement levels to evaluate campaign effectiveness and adjust future strategies.

Given a donor list, when staff applies filters for engagement levels (high, medium, low), then the system should correctly categorize and display the corresponding donor segments.

Staff members need to save frequently used filter combinations for future campaigns to streamline their workflow in donor segmentation.

Given a selection of filter criteria applied to a donor list, when the staff chooses to save these criteria as a custom filter, then the system should successfully store the filter and allow it to be reused later.

Nonprofit staff want to visualize the impact of different segmentation strategies on donor engagement metrics in a dashboard format.

Given selected donor segments, when staff requests visualization of engagement metrics, then the system should generate an accessible dashboard that displays relevant insights clearly and accurately.

Nonprofit staff need to ensure that filtering options update dynamically based on real-time donor activity to maintain relevance in their campaigns.

Given real-time donor activity data, when activity is captured, then the filtering options should automatically refresh to include the most current data for segmentation purposes.

Automated Donor Insights Reports

User Story: As a fundraising manager, I want to receive automated insights about my donors so that I can adjust my fundraising strategies and improve donor retention without spending hours on manual report generation.
Description: The Automated Donor Insights Reports requirement will provide nonprofits with weekly automated reports summarizing key metrics regarding donor engagement and history. These reports will analyze donor behavior and trends, offering actionable insights to enhance fundraising strategies. By integrating this functionality into FundStream, stakeholders can make informed decisions quickly based on relevant data, without needing to manually analyze donor information. This feature is vital for organizations seeking to leverage data-driven strategies to optimize their fundraising efforts and foster stronger donor relationships.
Acceptance Criteria: Automated generation and delivery of weekly donor insights reports for all active donations in the system.

Given that a user has valid access to FundStream and the Segmentation Insights Engine is active, when the user schedules the report for automation, then the system must generate and deliver the report via email to the designated recipients every Monday by 9 AM.

Content accuracy of the donor insights report reflecting true donor engagement data for the specified period.

Given that the user successfully triggers the report generation, when the report is generated, then it must include accurate metrics such as total donations, number of unique donors, average donation size, and engagement scores based on the last calendar week.

Ability for users to customize the content and format of the automated donor insights report based on specific organizational needs.

Given that a user has access to report customization settings, when the user selects specific metrics and layout preferences, then the system must save these preferences and apply them to each subsequent report generated.

Integration capability for the automated reports with existing CRM systems used by nonprofit organizations.

Given that the user’s CRM system supports API integration, when the user opts to enable integration, then the automated reports must be seamlessly transferred to the CRM without data loss or formatting issues.

Preview functionality allowing users to view a draft of the donor insights report before it is finalized and sent.

Given that the user initiates the report generation, when the system processes the request, then the user must be able to view a draft report that reflects the intended metrics before final submission.

Error handling mechanisms in place for failed report generation or delivery processes.

Given that the system attempts to generate and deliver the report, when there is an error in the generation or delivery process, then the system must notify the user immediately and log the error for further analysis.

User feedback and evaluation capability for continuously improving the report generation process.

Given that a report has been delivered, when the user accesses the feedback tool in FundStream, then they must be able to rate their satisfaction with the report and suggest improvements that will be reviewed by the development team.

Custom Campaign Tailoring

User Story: As a campaign coordinator, I want to create customized fundraising campaigns for different donor segments so that I can enhance engagement and improve overall fundraising outcomes.
Description: The Custom Campaign Tailoring requirement will enable nonprofits to design and launch individualized fundraising campaigns based on specific donor segments identified through the segmentation engine. This feature will allow users to customize outreach messaging, donation appeals, and targeted engagement strategies. The tailored campaigns are expected to drive higher donor response rates and foster increased donor loyalty, as they reflect the unique preferences and history of each donor group. This capability is crucial for maximizing the effectiveness of fundraising initiatives and optimizing resource allocation across campaigns.
Acceptance Criteria: User creates a targeted fundraising campaign by selecting donor segments from the Segmentation Insights Engine.

Given that the user accesses the Segmentation Insights Engine, when they select multiple donor segments and click 'Create Campaign', then a new campaign is generated with the chosen segments included in the campaign metadata.

User customizes messaging for a selected donor segment in the campaign creation process.

Given that the user is in the campaign creation interface, when they input personalized messaging and save these changes, then the messaging for that specific donor segment is stored and reflected in the campaign overview.

User launches a customized fundraising campaign targeting specific donor segments.

Given that the user has completed the campaign setup process, when they click 'Launch Campaign', then the campaign is live and the system sends automated notifications to the targeted donor segments.

User analyzes the response rates of a launched customized campaign after two weeks.

Given that the user waits for two weeks post-launch of the campaign, when they access the campaign analytics dashboard, then they see a report displaying donor response rates segmented by the selected donor segments.

User attempts to edit an active campaign’s messaging after its launch.

Given that the user has an active campaign, when they attempt to edit the messaging and click 'Save', then the system should provide a warning that live campaigns cannot be edited and the changes will not be saved.

Engagement Score Tracking

User Story: As a nonprofit director, I want to track engagement scores for my donors so that I can focus my outreach efforts where they will have the most impact and improve my overall engagement strategy.
Description: The Engagement Score Tracking requirement will provide a scoring system that evaluates donor engagement levels based on interaction frequency, donation history, and participation in campaigns. By assigning an engagement score to each donor, nonprofits can prioritize outreach efforts towards high-engagement individuals, ensuring that resources are allocated effectively. This feature will benefit nonprofits by helping them recognize and reward their most active supporters while also identifying areas for improving engagement with less active donors. It plays a crucial role in strategizing communication efforts and optimizing fundraising outcomes.
Acceptance Criteria: As a nonprofit staff member, I want to access the Engagement Score Tracking feature to view personalized engagement scores for each donor in our database after filtering by campaign participation and donation history.

Given that the user is logged in to FundStream, When they navigate to the Engagement Score Tracking feature and select filters for campaign participation and donation history, Then the system should display an accurate engagement score for each donor based on the selected filters.

As a donor engagement coordinator, I need to generate a report that summarizes the engagement scores of all donors categorized by their level of engagement (high, medium, low) so that I can strategize our outreach efforts effectively.

Given that the user has selected the option to generate a report, When they select the criteria for categorizing donors by engagement score, Then the system should produce a report with a clear breakdown of donors into high, medium, and low engagement categories along with their respective scores.

As a nonprofit manager, I want to identify the top 10% of donors based on engagement scores so that I can recognize and reward them during our upcoming event.

Given the engagement scores are calculated, When the manager requests a list of the top 10% of donors, Then the system should retrieve and display this list accurately along with their corresponding engagement scores.

As a marketing team member, I want to ensure that the engagement scores are updated automatically every time a donor interacts with our campaigns, to maintain accurate and real-time data.

Given that a donor has interacted with a campaign, When the interaction is recorded in the system, Then the engagement score for that donor must be updated automatically within 24 hours.

As an analytics specialist, I need to ensure that the segmentation based on engagement scores allows for easy identification and further analysis of specific donor groups within the platform.

Given that engagement scores are assigned, When a user accesses the segmentation insights feature, Then they should be able to filter donors effectively based on their engagement scores along with other segmentation criteria such as demographics and donation history.

As a user, I want the Engagement Score Tracking feature to be intuitive and easy to navigate, ensuring that even staff with limited technical skills can use it successfully.

Given that a user is using the Engagement Score Tracking feature, When they attempt to navigate through the interface, Then they should be able to find and utilize all functionalities without external assistance or extensive training.

Donor Feedback Loop

User Story: As a donor relations specialist, I want to collect feedback from donors about their experiences so that I can improve our fundraising strategies and strengthen relationships with our supporters.
Description: The Donor Feedback Loop requirement will facilitate a mechanism for collecting and analyzing donor feedback on campaigns and communications. This feature will help nonprofits gather insights on donor satisfaction, preferences, and suggestions, allowing organizations to refine their approaches. By incorporating donor feedback into the strategy formulation process, nonprofits can become more adaptive and responsive, leading to enhanced donor experiences and better retention rates. This feature is essential for creating a culture of open communication and continuous improvement within nonprofits and aligning campaigns more closely with donor needs.
Acceptance Criteria: Donor feedback is collected through automated post-campaign surveys sent to all donors who contributed within the last month, ensuring diverse input from various donor segments.

Given a completed fundraising campaign, when the post-campaign survey is triggered, then at least 70% of donors should receive the survey within 3 days of campaign conclusion.

Nonprofit staff members analyze the feedback collected from donors to identify common themes and suggestions for improvement in future campaigns.

Given a set of collected donor feedback, when the analysis is conducted, then at least 3 major themes must be identified within the feedback data that inform future strategies.

Nonprofits implement changes to their fundraising strategies based on donor feedback to enhance future campaign effectiveness.

Given that donor feedback suggests specific improvements, when these suggestions are implemented in the next campaign, then at least a 15% increase in donor engagement metrics should be tracked as a result.

Donors are informed of how their feedback has influenced future campaign strategies, fostering a sense of involvement and transparency.

Given that feedback is collected, when the next campaign is launched, then at least 50% of involved donors should receive a communication detailing how their input shaped the campaign.

Surveys must include a range of question types to garner comprehensive insights into donor satisfaction and engagement.

Given the design of the feedback survey, when it is reviewed, then it should include at least 5 different question types (multiple choice, open-ended, rating scale) to capture diverse feedback.

Feedback from donors is tracked over multiple campaigns to assess trends in donor satisfaction and areas that need improvement.

Given that multiple campaigns utilize the Donor Feedback Loop, when reports are generated, then trends in donor satisfaction should be measurable across at least three different fundraising campaigns.

The feedback loop allows for immediate action based on urgent donor concerns highlighted in the feedback.

Given a submission of urgent feedback, when it is received, then a response must be provided to the donor within 48 hours addressing their concern and outlining next steps.

Predictive Donation Trends

Leveraging AI, this feature analyzes historical donation data to forecast future donation trends and potential donor behaviors. By providing insights into which campaigns are likely to be successful, organizations can strategize more effectively and allocate resources to maximize fundraising outcomes. This forward-thinking approach ensures nonprofits stay ahead in their fundraising efforts.

Requirements

Trend Analysis Dashboard

User Story: As a nonprofit staff member, I want a dashboard that visually displays donation trends over time so that I can identify successful strategies and improve future campaigns.
Description: The Trend Analysis Dashboard aggregates historical donation data and visualizes trends over time, enabling nonprofits to identify patterns in donor behavior and campaign performance. This dashboard is crucial for organizations to understand which campaigns are resonating with their audience and to make data-backed decisions for future fundraising efforts. By offering a clear, user-friendly interface that highlights trends, it enhances decision-making and improves strategic planning efforts for nonprofit organizations.
Acceptance Criteria: User navigates to the Trend Analysis Dashboard to view historical donation data over the past year.

Given the user is on the Trend Analysis Dashboard, when they select 'Last Year' from the date range filter, then they should see a visual representation of donation trends for the selected year, including total donations, number of donors, and campaign performance metrics.

Nonprofit staff wants to identify the top three performing campaigns based on donation amounts during a specified time period.

Given the user has selected a specific time period, when they apply the filter and click 'Generate Report', then the dashboard should display the top three performing campaigns along with total donation amounts and visual indicators of performance.

A nonprofit organization seeks to compare donor behavior metrics between two different campaigns.

Given the user selects two campaigns for comparison, when they click 'Compare', then the dashboard should present side-by-side metrics for donor behavior, including average donation size, donor retention rates, and engagement levels.

A user wishes to export the visual trend data from the dashboard for reporting purposes.

Given the user is viewing the Trend Analysis Dashboard, when they click the 'Export' button, then they should receive a downloadable CSV file containing all visual trend data and metrics displayed in the dashboard.

Nonprofit staff needs to understand the impact of seasonality on donation trends as reflected in the dashboard.

Given the user is viewing the Trend Analysis Dashboard, when they hover over the seasonal indicators, then they should see tooltips explaining seasonal trends and their impact on donation behavior.

A user wants to view donation trends segmented by donor demographics, such as age and location.

Given the user selects the demographic filter options on the Trend Analysis Dashboard, when they apply those filters, then the dashboard should update to show donation trends segmented accordingly with corresponding data visuals.

AI-driven Campaign Recommendations

User Story: As a fundraising manager, I want AI-generated recommendations for upcoming campaigns so that I can focus my efforts on strategies that are statistically probable to succeed.
Description: The AI-driven Campaign Recommendations feature analyzes past campaign data alongside ongoing trends to suggest targeted campaigns that are likely to succeed. By utilizing machine learning algorithms, this feature provides nonprofits with actionable insights tailored to specific donor segments, helping them to create personalized approaches that resonate with potential donors. This functionality enhances fundraising efficiency by aligning campaign efforts with data-driven predictions, ultimately increasing contribution levels.
Acceptance Criteria: The nonprofit organization wants to utilize AI-driven Campaign Recommendations to plan its upcoming fundraising campaign based on past data from similar campaigns and its current donor engagement levels.

Given that the nonprofit inputs their historical campaign data into the FundStream platform, When the AI analyzes this data and ongoing trends, Then it should generate at least three targeted campaign recommendations that align with projected donor engagement levels.

Fundraising coordinators are reviewing the AI-driven Campaign Recommendations to select campaigns for the next quarter during their strategic planning meeting.

Given that the fundraising coordinators access the recommended campaigns from the FundStream platform, When they review these recommendations, Then at least 80% of the suggested campaigns should demonstrate a predicted success rate of 70% or higher based on past data.

The nonprofit is preparing a mailing campaign and wants to use AI-driven insights to identify which donor segments would be most responsive to their messaging.

Given that the nonprofit selects a campaign type on FundStream, When the AI analyzes donor segments, Then it should provide a ranked list of segments with expected response rates of at least 60% for the selected campaign type.

During a quarterly assessment, a nonprofit evaluates the performance of campaigns suggested by the AI-driven Campaign Recommendations against actual donor engagement metrics.

Given that the nonprofit tracks the actual outcomes of the campaigns implemented, When they compare these results with the AI's predicted success rates, Then at least 75% of the campaigns should meet or exceed the predicted success rates identified by the AI.

A nonprofit executive wants to ensure that the AI-driven Campaign Recommendations are effectively aligning with their mission and donor interests.

Given that the nonprofit reviews the AI’s recommended campaigns, When evaluating each suggestion, Then at least 70% of the recommended campaigns should align with the nonprofit's stated mission and values as assessed through a qualitative review process.

Donor Behavior Insights

User Story: As a development officer, I want insights into donor behavior so that I can personalize communication and improve donor relationships for better retention.
Description: Donor Behavior Insights is a feature that provides nonprofits with a detailed analysis of donor engagement and activity patterns, including metrics such as average donation amounts, frequency of donations, and engagement with campaigns. This insight enables organizations to tailor their communication strategies and engage donors in a more meaningful way, ultimately leading to increased donor retention and loyalty. By understanding donor behavior, nonprofits can optimize outreach efforts and enhance overall fundraising success.
Acceptance Criteria: Donor Engagement Analysis for Campaigns

Given the donor database has at least 100 donors, when a nonprofit user accesses the Donor Behavior Insights feature, then the system should display a detailed report on average donation amounts, frequency of donations, and recent engagement metrics with specific campaigns, all updated within the last month.

Personalized Communication Strategies

Given the insights are generated from historical donation data, when the nonprofit user selects a specific donor segment based on engagement patterns, then the system should suggest tailored communication strategies and content ideas that align with the predicted behaviors of that segment.

Dashboard Integration of Donor Insights

Given the user is logged into the dashboard of FundStream, when they navigate to the Donor Behavior Insights section, then the insights must be visually represented in an easily understandable format, including graphs and metrics, ensuring all data is accessible within three clicks from the main dashboard.

Behavior Change Tracking after Campaign Implementation

Given a fundraising campaign has been implemented, when the campaign concludes, then the system should provide a comparative analysis of donor behavior before and after the campaign, showing changes in donation frequency and amounts for each major donor segment.

Real-Time Donor Behavior Updates

Given the donor interactions are ongoing, when a donor makes a donation or engages with a campaign, then the system should update the Donor Behavior Insights in real-time to reflect the latest engagement metrics without requiring a page refresh.

Export of Donor Insight Reports

Given the insights have been computed, when a user requests an export of the Donor Behavior Insights report, then the system must generate a downloadable PDF or CSV file containing all relevant metrics and insights for offline analysis.

Resource Allocation Optimization

User Story: As a program director, I want to optimize my resource allocation based on past campaign performance so that I can maximize fundraising outcomes without wasting resources.
Description: The Resource Allocation Optimization requirement focuses on providing nonprofits with the ability to analyze the effectiveness of past campaigns and allocate resources accordingly. By evaluating which campaigns generated the highest return on investment, nonprofits can make informed decisions about where to direct their resources for future fundraising efforts. This ensures that time, budget, and personnel are utilized effectively, enhancing overall fundraising effectiveness and operational efficiency.
Acceptance Criteria: Nonprofits analyze past campaign performance using FundStream's Resource Allocation Optimization feature to determine which campaigns yielded the highest returns.

Given a nonprofit organization has access to historical campaign data, when they review the summary reports, then they should see clear metrics indicating the return on investment for each campaign.

Nonprofits allocate a budget for their next fundraising campaign based on insights from the Resource Allocation Optimization functionality.

Given the nonprofit has identified top-performing campaigns from the analysis, when they plan their next budget, then at least 70% of the budget should be allocated towards previously successful campaigns.

FundStream generates insights on donor engagement levels for past campaigns to inform future resource allocation decisions.

Given that the nonprofit accesses the donor engagement report, when they review the data, then they should be able to view the engagement levels categorized by campaign, including metrics such as average donation size and frequency of donations.

FundStream provides recommendations for future campaigns based on the analysis of past campaign effectiveness and donor behaviors.

Given the nonprofit reviews the recommendations section, when they assess the suggested campaigns for the upcoming year, then they should find at least three data-driven recommendations with clear justifications based on historical data.

The Resource Allocation Optimization feature should allow nonprofits to simulate resource allocation scenarios and predict outcomes.

Given the nonprofit inputs various allocation scenarios into the simulation tool, when they run the simulation, then they should receive projected outcomes articulated in terms of expected donations and donor engagement metrics for each scenario tested.

Nonprofits should be able to generate and export reports that detail their resource allocation strategies and the expected return on investment based on historical data.

Given the organization has completed a resource allocation strategy, when they request the report, then they should be able to export a detailed document outlining their strategy, including expected ROI metrics for each campaign.

Custom Alert System for Trends

User Story: As a nonprofit executive, I want to receive alerts for significant changes in donation trends so that I can react quickly and adjust our strategies as needed.
Description: The Custom Alert System for Trends allows users to set personalized alerts based on specific metrics, such as significant changes in donation patterns or reaching donation milestones. This feature empowers nonprofit staff to be proactive in their fundraising strategies by providing timely notifications for crucial trends, ensuring they can make informed decisions quickly. By enabling swift reactions to emerging trends, this system enhances engagement and responsiveness, ultimately leading to increased fundraising success.
Acceptance Criteria: Setting up custom alerts for milestone donations

Given a user is logged into the FundStream platform, when they navigate to the Custom Alert System and input a milestone amount for donations, then they should receive a confirmation message indicating the alert is active and set to trigger once that milestone is reached.

Receiving alerts for significant changes in donation patterns

Given the Predictive Donation Trends feature has analyzed the donation data, when there is a significant change in the donation pattern that exceeds the user-defined threshold, then the system should automatically send a notification alert to the user within 5 minutes of detection.

Modifying existing alert criteria

Given a user has previously set a custom alert, when they access the Custom Alert System, update the alert criteria, and save the changes, then the updated alert configuration should be confirmed with a success message and reflect the changes in their alerts list.

Dismissing alerts upon review

Given a user receives an alert notification about a significant trend, when they review the alert and choose to dismiss it, then the alert should be successfully removed from their active alerts and no longer trigger notifications.

Tracking alert engagement and effectiveness

Given multiple alerts have been triggered over the course of a fundraising campaign, when the user accesses the alert history report, then they should see metrics such as the number of alerts triggered, response times, and actions taken on each alert to evaluate effectiveness.

Testing alert delivery through different channels

Given a user has enabled alerts through email and SMS, when a trigger condition for an alert occurs, then the system should successfully send the alert to both communication channels within 5 minutes.

Integrating alerts with campaign management tools

Given a user is managing a fundraising campaign, when a custom alert is triggered due to reaching a donation milestone, then the system should integrate this alert into the campaign management dashboard, allowing the user to take immediate action from the dashboard.

Real-Time Impact Tracker

This tool showcases the immediate impact of donations through visual updates and metrics related to ongoing projects supported by donors. Nonprofits can highlight how donor contributions are being utilized in real-time, fostering transparency and strengthening trust. This feature not only encourages continued support but also enhances donor satisfaction by illustrating the tangible results of their generosity.

Requirements

Dynamic Metrics Dashboard

User Story: As a nonprofit manager, I want to see real-time metrics of our fundraising campaigns so that I can quickly assess performance and make data-driven decisions to enhance our strategies and donor engagement.
Description: The Dynamic Metrics Dashboard displays a real-time overview of all key performance indicators (KPIs) related to ongoing projects and fundraising campaigns. This dashboard will integrate seamlessly with existing data sources within FundStream to extract and display metrics such as total donations received, number of active projects, impact statistics, and donor engagement levels. By presenting these metrics in an intuitive visual format, nonprofits can quickly assess campaign performance and adjust strategies as needed. This feature enhances decision-making capabilities and enables organizations to communicate their impact effectively to stakeholders.
Acceptance Criteria: Dynamic Metrics Dashboard displays the total amount of donations received in real-time during a fundraising campaign.

Given the Dynamic Metrics Dashboard is active, when a new donation is made, then the total donations should update within 5 seconds, reflecting the new amount accurately.

Nonprofits can view and monitor the number of active projects currently being funded through the dashboard.

Given the dashboard is loaded, when the nonprofit accesses the active projects section, then the number displayed should match the number in the database without discrepancies.

Donor engagement levels are shown on the dashboard to provide insights into donor interaction with campaigns.

Given the Dynamic Metrics Dashboard is operational, when the metrics are retrieved, then donor engagement levels should display the correct percentage of active donors based on total registered donors.

Impact statistics related to fundraising campaigns are visualized on the dashboard to demonstrate project effectiveness.

Given the dashboard is displaying real-time statistics, when a user views the impact section, then it should indicate the latest impact metrics such as beneficiaries served and resources allocated, updated within the last 24 hours.

The dashboard integrates seamlessly with existing data sources to ensure metric accuracy.

Given that the data sources are properly configured, when the dashboard is updated, then it should accurately reflect all changes from the integrated data sources without any manual intervention.

The dashboard allows users to customize the metrics displayed based on user preferences or roles in the organization.

Given the user has access to customization settings, when they select their preferred metrics, then the dashboard should update to reflect only those chosen metrics immediately.

Nonprofits can generate performance reports based on the data visualized in the Dynamic Metrics Dashboard.

Given the dashboard is populated with data, when a user requests a report, then the report generated should accurately include all metrics displayed on the dashboard for the specified time period.

Donor Activity Feed

User Story: As a donor, I want to receive updates about the projects I contributed to so that I can see the direct impact of my donations and feel more connected to the organization's mission.
Description: The Donor Activity Feed will provide donors with a personalized stream of updates on their contributions and the related projects they support. This feed will include notifications about milestones reached, success stories from funded projects, and impacts achieved as a result of their donations. By creating a direct line of communication between nonprofits and donors, this feature fosters a sense of involvement and appreciation among donors, resulting in increased retention rates and potential for future contributions. This feed can be customized based on donor preferences to ensure relevance and engagement.
Acceptance Criteria: Donor Activity Feed initialization and customization

Given a logged-in donor user, when they access their profile settings, then they should be able to customize their preferences for the Donor Activity Feed, including types of notifications and preferred frequency of updates.

Displaying donor project updates

Given a donor has made contributions to multiple projects, when they view the Donor Activity Feed, then they should see a chronological list of updates related to their contributions, including notifications for milestones and success stories.

Impact metrics visibility

Given a donor is viewing their Donor Activity Feed, when they interact with a specific project update, then they should be able to view detailed metrics related to the impact of their contributions, such as funds utilized and outcomes achieved.

Notifications for new updates

Given a donor has opted in for notifications, when a milestone is reached in a funded project, then they should receive a real-time notification through their activity feed and/or email alerting them of the achievement.

Engagement analytics for nonprofits

Given a nonprofit has access to the Donor Activity Feed, when they review the engagement analytics dashboard, then they should see metrics on donor interactions, including views, clicks on updates, and feedback ratings.

Follow-up surveys for donor feedback

Given a donor has interacted with their activity feed, when they finish viewing updates, then they should receive a follow-up survey to give feedback on the relevance and impact of the updates they have seen.

Impact Visualization Tools

User Story: As a communications director, I want to visualize our projects’ impacts through engaging graphics so that I can effectively communicate our successes and encourage more donations through compelling storytelling.
Description: The Impact Visualization Tools allow nonprofits to create visually engaging reports that highlight how donations are being used in real-time. These tools will enable organizations to generate dynamic charts, infographics, and interactive presentations showcasing project progress, donor contributions, and tangible outcomes achieved. This functionality supports better storytelling around fundraising efforts, making it easier for nonprofits to share their impact with stakeholders and the community at large. By enhancing transparency and storytelling capabilities, these tools will also engage potential donors by demonstrating the effectiveness of their contributions.
Acceptance Criteria: Nonprofits leverage the Impact Visualization Tools to generate a report showcasing the impact of donations during a fundraising campaign meeting with stakeholders.

Given that the nonprofit has active projects funded by donations, when the user selects the project and generates a report, then the report should display dynamic charts and infographics illustrating the utilization of funds and progress of initiatives in real-time.

A nonprofit organization utilizes the Impact Visualization Tools to prepare an interactive presentation for a potential donor seeking transparency on fund usage.

Given that the user is preparing an interactive presentation, when they import project data and select the visualization tools, then it should allow them to create a presentation that includes at least three different types of visualizations (charts, infographics, and maps) that can be easily shared.

Nonprofits wish to educate their stakeholders about previous successes using historical donation data visualized through the Impact Visualization Tools.

Given that the nonprofit has historical project data, when the user accesses the historical visualization feature, then it should allow them to filter by date range and display a visual timeline presenting key achievements and fund allocation over the selected period.

During a fundraising event, a nonprofit aims to demonstrate live updates of donations received and their immediate impact to engage attendees and attract more support.

Given that the nonprofit is in a live fundraising event, when the donation is made, then the Impact Visualization Tool should update in real-time to reflect the amount raised and show progress metrics towards predefined goals, keeping engagement high.

A nonprofit seeks to share the impact of specific donor contributions with a detailed report crafted using the Impact Visualization Tools, catering to that donor's interests.

Given that the nonprofit wants to recognize a specific donor, when they customize the report to highlight that donor's contributions, then the generated report should clearly attribute results showcasing how their specific donations were utilized and the outcomes achieved.

Organization staff are performing a monthly review of the impact created through the designated projects to assess fundraising strategies and outcomes.

Given that the users are conducting a monthly review, when they access the Impact Visualization Tools, then the tool must provide comprehensive analytics on donor contributions and project progress to facilitate discussion and strategy planning.

New staff members at a nonprofit require training to effectively use the Impact Visualization Tools in order to generate reports for their operators.

Given that staff training is taking place, when the training session covers the functionality of the Impact Visualization Tools, then all new members should be able to successfully generate a sample impact report by the end of the session, confirming understanding and ability to use the tool.

Customizable Notification Alerts

User Story: As a donor, I want to customize the notifications I receive about my contributions so that I can stay informed about the projects I'm interested in without feeling overwhelmed by too many updates.
Description: The Customizable Notification Alerts feature allows users to set preferences for receiving updates related to their donations and funded projects. Nonprofits can automate notifications for key events, such as project milestones, donation progress, and new impact reports published. This feature increases donor engagement by enabling them to stay informed about the projects they care about without overwhelming them with irrelevant information. By allowing users to tailor their notifications, FundStream promotes a more positive experience and encourages continued support from donors.
Acceptance Criteria: User sets up notification preferences for project milestone updates.

Given that a user accesses the notification settings, when they select the option for project milestone updates and save their preferences, then they should receive notifications via their chosen method (email/SMS) when a milestone is reached.

User receives a notification for a donation progress update.

Given that a user has opted to receive notifications about donation progress, when a new donation is made toward their selected project, then the user should receive a notification detailing the amount donated and the updated progress toward the goal.

User edits their notification preferences to stop certain alerts.

Given that a user accesses their notification settings, when they deselect the checkbox for receiving impact report notifications and save their preferences, then they should no longer receive notifications for new impact reports.

User receives alerts for new impact reports within 24 hours of their publication.

Given that a user has subscribed to impact report notifications, when a new report is published, then the user should receive a notification within 24 hours detailing the report's key metrics and insights.

User selects multiple notification preferences and receives the appropriate alerts.

Given that a user sets up notifications for project milestone updates, donation progress, and new impact reports, when any of these events occur, then the user should receive separate notifications for each selected preference according to their chosen method.

User receives feedback on notification settings changes.

Given that a user makes changes to their notification settings, when they save their new preferences, then they should receive a confirmation message indicating that their settings have been successfully updated.

User-Friendly Feedback Portal

User Story: As a nonprofit user, I want an easy way to provide feedback on FundStream’s features so that my suggestions can be heard and potentially implemented to improve our fundraising efforts.
Description: The User-Friendly Feedback Portal provides an interactive platform for donors and users to share their experiences and suggestions regarding FundStream and its features. This portal will allow for anonymous feedback submissions, surveys, and a rating system for various functionalities. By gathering insights directly from users, FundStream can continuously improve its offerings and better meet the needs of nonprofits and their supporters. This feature encourages a culture of feedback and innovation that enhances user satisfaction and product evolution.
Acceptance Criteria: Donor submits anonymous feedback through the portal after making a donation to a specific campaign.

Given that the donor is on the feedback portal, when they submit feedback anonymously, then the feedback is recorded in the system and associated with their donation campaign without revealing their identity.

Nonprofit staff access the feedback portal to view and analyze feedback collected from donors about the platform's functionalities.

Given that nonprofit staff are logged into the admin dashboard, when they navigate to the feedback portal, then they can see a summary of ratings and comments categorized by feature, along with filters for date ranges.

Donor completes a feedback survey after participating in a fundraising campaign.

Given that the donor clicks on the survey link sent via email after the campaign, when they fill out the survey and submit it, then they receive a confirmation message indicating successful submission of their feedback.

Nonprofit can rate the effectiveness of various functionalities on the User-Friendly Feedback Portal.

Given that a nonprofit user is on the feedback portal, when they select a functionality to rate and submit their score, then the rating is updated in real-time on the admin dashboard for analysis.

Nonprofit staff receives notifications about new feedback submissions from donors.

Given that feedback is submitted through the portal, when a new feedback entry is created, then an automatic notification is sent to designated nonprofit staff members' emails alerting them of the new feedback.

Engagement Interaction Overview

Offering a comprehensive view of all interactions with donors, this feature integrates communication history, event participation, and survey responses into the dashboard. Nonprofits can reference detailed interaction timelines, ensuring personalized follow-ups that resonate with donors based on prior engagement. This holistic view fosters deeper relationships and enhances overall donor engagement.

Requirements

Donor Interaction Timeline

User Story: As a nonprofit staff member, I want to view a detailed timeline of my interactions with each donor so that I can ensure my follow-ups are personalized and relevant to their interests and previous engagements.
Description: The Donor Interaction Timeline requirement provides a visual, chronologically ordered view of all interactions with donors. This includes detailed records of communication history, event participation, and responses to surveys. By integrating this information into a user-friendly dashboard, nonprofit staff can quickly access past interactions, ensuring that follow-ups are personalized and relevant. This enriched context enables organizations to build stronger relationships with donors, thereby boosting engagement and retention rates. Moreover, having an organized timeline assists in strategic decision-making by highlighting trends in donor behavior and preferences, which can inform future campaign strategies.
Acceptance Criteria: Viewing the Donor Interaction Timeline for a Specific Donor.

Given a nonprofit staff member selects a specific donor from the dashboard, when the Donor Interaction Timeline is accessed, then the system should display a chronological list of all interactions with that donor, including communication history, event participation, and survey responses.

Filtering Interactions by Date Range.

Given a nonprofit staff member is on the Donor Interaction Timeline page, when the staff member applies a date range filter, then the system shall only display interactions that occurred within the specified date range.

Searching for Specific Interaction Types.

Given a nonprofit staff member is viewing the Donor Interaction Timeline, when the staff member uses the search functionality to filter interactions by type (e.g., emails, events), then the timeline should update to show only the specified interaction types for that donor.

Exporting the Donor Interaction Timeline.

Given a nonprofit staff member has accessed the Donor Interaction Timeline, when the export function is initiated, then the system should provide a downloadable file (CSV or PDF) that includes all displayed interactions with the donor.

Receiving Notifications for Upcoming Engagements.

Given a nonprofit staff member has accessed the Donor Interaction Timeline, when there are upcoming engagements related to that donor, then the system should display notifications on the timeline to remind the user of these events.

Viewing Interaction Insights and Trends.

Given a nonprofit staff member is on the Donor Interaction Timeline page, when the staff member selects the insights feature, then the system should generate visual analytics that highlight trends in the donor's engagement over time (e.g., frequency of donations, event participation).

Integrating with CRM for Comprehensive Data View.

Given a nonprofit staff member views the Donor Interaction Timeline, when the system integrates with the organization's CRM, then all relevant data from the CRM should be accurately reflected in the interaction timeline, ensuring a complete view of donor activity.

Integrated Survey Response Analysis

User Story: As a nonprofit staff member, I want to analyze survey responses from donors directly within the dashboard so that I can identify trends and improve our fundraising strategies based on donor feedback.
Description: This requirement focuses on the integration of survey response analysis directly within the dashboard, allowing nonprofits to analyze the feedback provided by donors seamlessly. By aggregating survey data alongside interaction history, nonprofits can identify common themes, preferences, and areas for improvement. This feature not only aids in evaluating donor satisfaction but also helps tailor future campaigns to better meet donor expectations. The analysis tool will include visual aids such as graphs and heat maps to make the data easily digestible, promoting informed decision-making across fundraising strategies.
Acceptance Criteria: Nonprofit staff accesses the FundStream dashboard to review donor survey responses segmented by different criteria like date, donor type, and campaign.

Given that the nonprofit staff is logged into the dashboard, when they select 'Survey Responses' from the navigation menu, then they should see an aggregated view of survey responses displayed alongside donor interaction history.

A nonprofit user wants to analyze trends in donor preferences over the past quarter through visual representation of survey results.

Given that the user is viewing the 'Survey Response Analysis' section, when they select the time frame as the last quarter, then they should see graphs and heat maps depicting donor preferences clearly.

Nonprofit staff is preparing a follow-up campaign based on survey feedback, aiming for personalized communication with donors.

Given that the staff has accessed the survey results, when they filter the responses for donors who indicated interest in a specific cause, then they should be able to generate a list of those donors for targeted outreach.

A nonprofit administrator wishes to evaluate the effectiveness of different fundraising campaigns based on donor satisfaction survey responses.

Given that the administrator is on the dashboard, when they select 'Campaign Performance' and compare it with the survey results, then they should see a correlation report that illustrates satisfaction levels across campaigns.

User wants to ensure that the survey response analysis tool provides insights into common donor feedback themes effectively.

Given that the user is analyzing the survey results, when they click on a thematic analysis button, then they should see a summary of common themes extracted from the survey responses with supporting data visuals.

A nonprofit user requires immediate insights from real-time survey responses during a fundraising event.

Given that the event is live and donors are submitting survey responses, when the user refreshes the dashboard, then they should see updated survey results being displayed in real-time.

Event Participation Tracking

User Story: As a nonprofit staff member, I want to track donor participation in our events so that I can create tailored follow-ups and improve engagement for future events.
Description: The Event Participation Tracking requirement captures and displays a comprehensive overview of donor engagement during events hosted by the nonprofit. This feature will track registration details, attendance records, and post-event feedback, consolidating these insights into the donor profile. By understanding donors' event participation, nonprofits can create targeted follow-ups and engagement opportunities, enhancing the overall donor experience. Additionally, this data can help in planning future events that align with donor interests, thereby increasing participation rates and maximizing fundraising potential.
Acceptance Criteria: Event Participation Tracking for Donor Engagement

Given a donor has registered for an event, when the event occurs, then their attendance status should be updated in the donor profile as either 'Attended' or 'Did Not Attend'.

Recording Post-Event Feedback

Given a donor has attended an event, when they receive a post-event survey, then their feedback should be recorded and linked to their profile in the system.

View Donor Interaction Timeline

Given a nonprofit staff member is viewing a donor's profile, when they access the engagement overview, then the timeline should display all past event participations, including registration and attendance status.

Analytics on Donor Event Participation

Given multiple donors participated in various events, when the nonprofit reviews the event report, then it should show aggregate participation rates and engagement metrics for each event.

Create Targeted Follow-up Lists based on Event Participation

Given the nonprofit has event participation data, when they filter for donors who attended the last event, then they should receive a list of those donors for follow-up communication efforts.

Integrate Event Participation with Donor Engagement Strategies

Given the tracked event participation data, when a nonprofit creates a new engagement plan, then they should be able to pull insights from the past events attended by donors to inform their strategy.

Donor Engagement Metrics Dashboard

User Story: As a nonprofit director, I want to see real-time metrics of donor engagement so that I can evaluate the effectiveness of our fundraising strategies and make necessary adjustments to improve donor relationships.
Description: The Donor Engagement Metrics Dashboard requirement introduces a comprehensive metrics overview that reflects donor engagement levels in real-time. This dashboard component will aggregate key indicators such as repeat donations, event participation, and communication response rates. By visualizing these metrics, nonprofits can quickly assess the effectiveness of their engagement strategies and make data-driven adjustments. The dashboard will also support benchmarking against previous periods to evaluate growth and identify opportunities for enhancing donor relationships.
Acceptance Criteria: Nonprofit staff want to visualize donor engagement metrics on the Engagement Interaction Overview dashboard after a fundraising campaign has ended.

Given that the fundraising campaign has concluded, when the nonprofit staff accesses the Donor Engagement Metrics Dashboard, then they should see real-time metrics reflecting repeat donations, event participation, and communication response rates for the campaign period.

A nonprofit needs to compare current donor engagement metrics with those from the previous quarter to evaluate growth.

Given that the user selects the date range for the last quarter, when they view the dashboard, then they should be able to see comparative metrics displayed side by side for both current and previous quarters.

The fundraising manager wants to determine the performance of recent donor communications.

Given that the fundraising manager accesses the Donor Engagement Metrics Dashboard, when they filter the metrics by communication type, then they should see response rates broken down by email, phone calls, and surveys with percentages displayed clearly.

Users require a clear visualization of donor engagement trends over time to make strategic decisions.

Given that the user selects a specific time period on the dashboard, when they view the analytics chart, then trends for repeat donations, event participation, and communications should be accurately plotted and visually distinguishable.

The nonprofit wants to ensure that the dashboard aggregates metrics from various sources accurately.

Given that the dashboard pulls data from different integrations (like CRM and email marketing software), when the user reviews the displayed metrics, then they should be able to see that the totals for repeat donations and event participation match the source data within a 5% margin of error.

The staff needs to receive alerts for significant changes in engagement metrics to take timely actions.

Given that a threshold for engagement metrics is set in the dashboard settings, when the metrics show a significant increase or decrease beyond the threshold, then an alert or notification should be triggered and visible on the dashboard.

Personalized Follow-Up Reminders

User Story: As a nonprofit staff member, I want to receive automated reminders for follow-ups with donors so that I can ensure timely and relevant engagement strategies without missing any important interactions.
Description: The Personalized Follow-Up Reminders feature will automate reminder notifications for nonprofit staff, based on significant donor interactions and preferences. This functionality will analyze past interactions to determine optimal follow-up times and suggest personalized messaging based on donor behavior. By ensuring that reminders are timely and relevant, this feature will enhance donor engagement and ensure that no important interaction is overlooked, ultimately leading to increased donor retention and satisfaction.
Acceptance Criteria: Automated Reminder Notification for Upcoming Events

Given a donor has participated in past events and their preferences are recorded, when the system detects an upcoming event, then it sends an automated reminder notification to nonprofit staff to follow up with the donor three days prior to the event.

Personalized Messaging Generation Based on Donor Behavior

Given a donor has a defined interaction history, when the follow-up reminder is generated, then the system suggests personalized messaging based on the most recent interaction with the donor.

Timeliness of Follow-Up Reminders

Given that a donor interaction has occurred, when the system analyzes the interaction, then it sets and sends a follow-up reminder notification within 48 hours of the interaction to ensure it remains relevant.

Integration of Follow-Up Reminders with Calendar Systems

Given a nonprofit staff member has integrated their calendar system with FundStream, when a personalized follow-up reminder is generated, then it automatically adds the reminder to the staff member's calendar.

Tracking the Effectiveness of Follow-Up Reminders

Given that follow-up reminders have been sent, when the staff member marks an interaction as completed, then the system updates the donor engagement metrics to reflect the outcome of the follow-up.

Customizable Reminder Settings for Nonprofit Staff

Given the varying needs of nonprofit staff, when the user accesses the reminder settings, then they can customize the frequency and timing of the follow-up reminders according to their preferences.

Viewing Historical Follow-Up Interaction

Given a donor's complete history of interactions is logged, when the nonprofit staff reviews a donor's profile, then they can view past follow-up reminders and associated interactions for better context in future engagement.

Real-Time Donor Feedback Integration

User Story: As a nonprofit staff member, I want to collect real-time feedback from donors after interactions so that I can quickly respond to their needs and improve our engagement efforts.
Description: The Real-Time Donor Feedback Integration requirement allows nonprofits to gather immediate feedback from donors following interactions, such as after events or communications. This real-time feedback will be integrated into the interaction overview, enabling organizations to quickly assess donor sentiments and make prompt adjustments to their strategies. Having this capability ensures that nonprofits remain responsive to donor needs and expectations, fostering a more dynamic and engaging relationship with their audience.
Acceptance Criteria: Donor feedback collection post-event engagement.

Given that a donor attends an event, when the event closes, then an automated feedback request is sent to the donor's email after 10 minutes.

Integration of feedback into the interaction overview dashboard.

Given that a donor provides feedback via the post-event survey, when the feedback is submitted, then the donor's interaction overview updates in real time with the feedback details visible within 5 seconds.

Automated sentiment analysis of donor feedback.

Given that donor feedback has been submitted, when the feedback is analyzed, then the system must categorize the feedback into positive, neutral, or negative sentiments within 2 seconds.

Notification of negative feedback to nonprofit staff.

Given that a donor submits negative feedback, when the feedback is recorded, then a notification is sent to the respective nonprofit staff within 1 minute for prompt follow-up.

Visualization of donor feedback trends over time.

Given that multiple feedback submissions exist over time, when accessing the interaction overview, then a graphical representation of feedback trends (positive, neutral, negative) must be displayed for the last three events on the dashboard.

User access control for feedback data.

Given that staff user roles are defined, when accessing donor feedback data, then users can only view feedback data if they have the appropriate access rights based on their role.

Response time measurement for feedback retrieval.

Given that a feedback retrieval is initiated, when the request is sent to the database, then the response must be returned within 2 seconds for data accuracy and system performance validation.

Customizable Reporting Suite

The customizable reporting feature allows users to generate tailored reports based on specific metrics and timeframes. Nonprofits can easily analyze data relevant to their strategic goals, creating impactful visual reports that can be shared with stakeholders. This flexibility empowers users to focus on key performance indicators that drive their fundraising outcomes.

Requirements

Dynamic Metric Selection

User Story: As a nonprofit manager, I want to select specific metrics for my reports so that I can focus on the data that aligns with my fundraising goals and make informed decisions based on relevant insights.
Description: The Dynamic Metric Selection requirement allows users to choose from a variety of key performance indicators (KPIs) relevant to their fundraising strategies when generating reports. This functionality ensures that users can tailor reports to focus on metrics that align with their specific goals and objectives, thus maximizing the relevance and impact of the insights gained from the generated reports. This feature enhances user engagement by allowing them to derive actionable insights from the data that matter most to their nonprofit’s mission.
Acceptance Criteria: As a nonprofit staff member, I want to generate a report focusing exclusively on the 'Total Donations' metric for the past quarter, so I can present this crucial data to potential donors during an upcoming fundraising event.

Given that the user selects the 'Total Donations' metric and sets the timeframe to the last quarter, when the report is generated, then it should accurately reflect the total donation amounts received during that period.

As a nonprofit marketing director, I need to create a report that displays 'Donor Retention Rate' and 'Average Donation Size' metrics across the last year to analyze our fundraising strategy's effectiveness over time.

Given that the user has chosen 'Donor Retention Rate' and 'Average Donation Size' as selected metrics with a timeframe set to the past year, when the report is generated, then both metrics should be visible and accurately displayed along with the corresponding data points.

As a volunteer coordinator, I want to produce a report that compares 'Event Attendance' across multiple fundraising campaigns, enabling our team to optimize future events based on attendance data.

Given that the user selects 'Event Attendance' as the metric and chooses multiple fundraising campaigns as the basis of comparison, when the report is generated, then it should display a comparative analysis of event attendance rates for each campaign over the selected period.

As an executive director of a nonprofit, I want to generate a report that includes 'New Donors' and 'Recurring Donors' metrics for the month to understand donor acquisition and retention rates.

Given that the user selects 'New Donors' and 'Recurring Donors' metrics for the current month, when the report is generated, then it should accurately display the total numbers for both metrics, facilitating a clear assessment of our donor engagement efforts.

As a finance manager, I need to create a visual report including the 'Transaction Fees' and 'Net Donations' to assess the financial efficiency of our fundraising efforts.

Given that the user selects 'Transaction Fees' and 'Net Donations' as the metrics within the reporting tool, when the report is generated, then it should display both metrics in a graphical format that clearly illustrates the relationship between gross donations and fees incurred.

As a program manager, I want to generate a customized report that includes key performance indicators (KPIs) from our last fundraising campaign to analyze its success and improve future campaigns.

Given that the user chooses specific KPIs related to the last fundraising campaign and sets the report timeframe to that campaign period, when the report is generated, then it should include all selected KPIs with relevant data and insights.

As a chief operating officer, I wish to review a report over a custom date range that shows metrics relevant to our annual fundraising goals to track our progress.

Given that the user inputs a custom date range and selects relevant metrics tied to annual goals, when the report is generated, then the output should accurately reflect data for the specified metrics within the defined period.

Visual Analytics Dashboard

User Story: As a fundraising coordinator, I want to access a visual dashboard of my fundraising metrics so that I can quickly identify trends and present clear information to my team and stakeholders.
Description: The Visual Analytics Dashboard requirement introduces an interactive dashboard where users can visualize their fundraising data through charts, graphs, and other visual formats. This dashboard acts as a central hub for users to analyze data trends and patterns easily, enabling them to understand their fundraising performance at a glance. The integration of visual elements will simplify data comprehension and empower users to share these visuals with stakeholders, strengthening communication and transparency within their organization.
Acceptance Criteria: User generates a report displaying fundraising performance over the last quarter, visualized through bar charts to compare monthly donations.

Given the user is on the Visual Analytics Dashboard, when they select the ‘Last Quarter’ timeframe and choose the ‘Monthly Donations’ metric, then a bar chart displaying the comparative monthly donations for the last quarter should be generated and visible on the dashboard.

A user customizes the dashboard to show only top three donation sources, represented through pie charts.

Given the user is on the Visual Analytics Dashboard, when they apply filters to show the 'Top 3 Donation Sources' and switch the visual to 'Pie Chart', then the dashboard should update to display a pie chart highlighting only the top three donation sources.

The user shares the visualized fundraising data with stakeholders through export options.

Given the user has created a visual report, when they select the 'Export' option and choose 'PDF', then the dashboard should generate a downloadable PDF of the visual report that is accurately formatted and includes all visual elements as displayed.

A nonprofit staff member reviews the dashboard for real-time fundraising performance during an ongoing campaign.

Given the user is monitoring the Visual Analytics Dashboard, when they select the 'Real-Time Data' option for the current campaign, then the dashboard should refresh and display the most current fundraising data and metrics without needing a manual refresh.

The dashboard allows users to drill down into specific donor insights from visualized data.

Given the user has clicked on a section of the visual report representing a increase in donations, when they select this section, then the dashboard should display detailed donor insights related to that specific increase in a separate overlay or modal view.

Users can easily switch between different visualization styles for the same dataset.

Given the user is viewing ‘Total Donations’ on the Visual Analytics Dashboard, when they select a different visualization style such as ‘Line Graph’, then the dashboard should seamlessly update to reflect the same data in the new visualization format without any errors or data loss.

The user has saved a customized view of their dashboard settings for future access.

Given the user has made specific adjustments to the dashboard, when they select the ‘Save Custom View’ option, then the dashboard settings should be saved and retrievable upon returning to the dashboard, maintaining all the selected metrics and visual styles.

Custom Report Scheduling

User Story: As a development director, I want to schedule my fundraising reports to be automatically generated and emailed to my team so that we can consistently track our performance without having to manually create reports each time.
Description: The Custom Report Scheduling feature allows users to set up automated scheduling of report generation at specified intervals, such as weekly or monthly. This capability ensures that stakeholders receive timely insights without the need for manual report creation, thus improving efficiency and ensuring that critical data is consistently communicated. Users can choose the format of the reports (PDF, CSV, etc.) and define the recipients, allowing for tailored distribution depending on the audience’s needs.
Acceptance Criteria: User sets up a weekly custom report that includes fundraising totals for specific campaigns to be sent to the board of directors every Monday.

Given the user is on the Custom Report Scheduling page, when they select 'weekly' and choose the 'fundraising totals' metric, Then the system should generate the report automatically every Monday and email it to the specified recipients in PDF format.

User modifies the existing custom report schedule to change the frequency from monthly to bi-weekly and updates the recipient list.

Given the user is on the report scheduling edit page, when they change the frequency to 'bi-weekly' and update the email recipients, Then the system should save the changes and send the updated report accordingly on the next scheduled date.

User wants to ensure that missed custom reports are retried in case of a failure in the system during the scheduled run.

Given the user is on the report scheduling settings, when a scheduled report fails to generate due to a system error, Then the system should automatically attempt to resend the report up to three times within the next 24 hours.

User requires a custom report summarizing donor engagement data to be sent to different departments on a monthly basis.

Given the user has set up a custom engagement report, when the user selects 'monthly' and specifies multiple recipients for the report, Then the system should send the report to all specified recipients in the selected format on the last day of each month.

A user wants to generate a report on campaign performance and has specified multiple metrics for evaluation to be included in the report.

Given the user selects multiple metrics (e.g., donor retention rate, total donations) for the custom report, when the report is generated, Then the system should include all selected metrics in the final report output.

User creates a custom report that needs to be exported in both CSV and PDF formats to aid in stakeholder presentations.

Given the user has set up the report and selected both CSV and PDF as output formats, when the user initiates the report generation, Then the system should provide both file formats for download after the report is completed.

User needs to test and validate the successful delivery of scheduled reports to ensure they reach intended recipients without any issues.

Given the user has scheduled a report to be sent, when the report is delivered, Then the system should log the successful delivery and send a confirmation email to the report owner indicating the successful dispatch of the report.

Customizable Report Templates

User Story: As a marketing manager, I want to create and save my own report templates so that I can maintain a consistent brand identity while presenting our fundraising results to different stakeholders.
Description: The Customizable Report Templates requirement provides users with the ability to create and save report templates that cater to specific reporting needs or branding requirements. Users can configure report layouts, choose color schemes, and add logos to produce professional-looking reports that represent their nonprofit effectively. This customization fosters a consistent presentation of data, making it easier for users to communicate their achievements and statistics to donors and stakeholders.
Acceptance Criteria: User creates a customizable report template for the first time

Given a user is logged into FundStream, When the user navigates to the reporting section and selects 'Create Template', Then the user should be able to choose from various layout options, select a color scheme, and upload a logo, and then save the template successfully.

User edits an existing customizable report template

Given a user has an existing report template, When the user selects 'Edit' on the template, Then the user should be able to modify layout options, change the color scheme, and replace the logo, and save the changes without errors.

User generates a report using a customizable report template

Given a user has created a customizable report template, When the user selects 'Generate Report' using the template, Then the system should produce a report that reflects the selected metrics and adheres to the template's layout and branding specifications.

User shares a generated report with stakeholders

Given a report has been generated using a customizable template, When the user selects 'Share', Then the system should allow the user to choose from email, download as PDF, or link sharing options, successfully delivering the report to stakeholders.

User deletes a customizable report template

Given a user has an existing report template, When the user selects 'Delete' on the template, Then the system should prompt for confirmation and, upon confirmation, remove the template from the user's account without errors.

User views a list of saved customizable report templates

Given a user is logged into FundStream, When the user navigates to the report templates page, Then the system should display a list of all saved templates with appropriate names, creation dates, and the option to edit or delete each.

User previews a customizable report template

Given a user has created or edited a report template, When the user selects 'Preview', Then the system should display a full-screen modal showing the report as it would appear when generated, including selected metrics and branding elements.

Real-time Data Integration

User Story: As a data analyst, I want the reports to reflect real-time data so that I can analyze and report on our fundraising activities without delays, ensuring our strategies are informed by the most current information available.
Description: The Real-time Data Integration requirement ensures that the reporting suite automatically pulls the latest data from various fundraising channels such as events, online donations, and peer-to-peer fundraising platforms. Having access to real-time data provides users with the most accurate insights regarding their fundraising efforts, allowing them to make data-driven decisions quickly. This capability enhances the platform’s effectiveness by facilitating timely adjustments to fundraising strategies based on current performance metrics.
Acceptance Criteria: Real-time Data Retrieval from Various Fundraising Channels

Given that a user has logged into the FundStream platform, when they initiate a report generation, then the report should automatically pull the latest data from at least three different fundraising channels including events, online donations, and peer-to-peer fundraising platforms within 2 minutes.

Accurate Data Visualization in Customized Reports

Given that the user has selected specific metrics and timeframes for their report, when the report is generated, then it should display accurate visual representations (charts, graphs) that reflect real-time data corresponding to the selected parameters without any discrepancies.

User Notification of Data Sync Status

Given that a report is being generated based on real-time data, when the data sync is complete, then the user should receive a notification indicating the successful update of data along with the timestamp of the last data pull.

Ease of Customization for Reporting Metrics

Given that the user is on the reporting interface, when they select which metrics to include in their report, then they should be able to add, remove, or modify metrics without technical assistance, and any changes should reflect in the report preview instantly.

Performance Impact of Real-time Data Integration

Given that multiple users are generating reports concurrently, when they request reports, then the system should maintain an average report generation time of less than 3 minutes without causing performance degradation of the platform.

Exporting Customized Reports with Real-time Data

Given that a user has generated a report, when they choose to export the report as a PDF or Excel file, then the exported file should include the most recent data as per the last successful sync and should maintain consistent formatting as displayed in the platform.

Data Accuracy Verification Across Channels

Given that the real-time data integration is active, when the reports are generated, then at least 95% of the data points in the reports should match the actual data from each corresponding fundraising channel without any missing or erroneous data.

Donor Forecasting Model

This innovative feature utilizes machine learning algorithms to analyze historical donor data, predicting future donation likelihood and amounts for individual donors. By understanding which donors are most likely to contribute and at what levels, nonprofits can prioritize their outreach efforts for maximum impact, ensuring that they focus their resources where they are likely to see the greatest returns.

Requirements

Donor Data Integration

User Story: As a nonprofit data manager, I want to integrate external donor data sources into FundStream so that I can provide the most comprehensive dataset for accurate donor forecasting.
Description: The Donor Data Integration requirement focuses on enabling seamless integration of various donor data sources into the FundStream platform. This includes importing historical donor information and real-time data from external systems (e.g., CRM, accounting software). The purpose is to ensure that the Donor Forecasting Model has access to comprehensive and accurate donor profiles, allowing for precise predictions and tailored engagement strategies. Integration ensures that the model uses the most relevant data, enhancing its predictive capabilities and offering nonprofits a 360-degree view of donor behavior and trends.
Acceptance Criteria: Visualizing integration of donor data from external CRM system into FundStream for analysis.

Given a valid API connection to the CRM, when historical donor data is requested, then the system should successfully retrieve and display donor data with all relevant attributes.

Ensuring real-time data updates from accounting systems are accurately reflected in the donor profiles on FundStream.

Given an active integration with the accounting software, when a new donation is recorded, then the system should reflect this in the donor's profile within 5 minutes.

Validating the successful import of historical donor data from multiple sources into FundStream platform.

Given a dataset containing historical donor information from various sources, when the import process is initiated, then the system should successfully import all records without errors, and the total record count should match the source data count.

Testing the predictive accuracy of the Donor Forecasting Model based on integrated donor data.

Given a set of integrated donor data, when the Donor Forecasting Model is executed, then the model should produce a prediction of donation likelihood with an accuracy of at least 85%, validated against known donor behavior from the past year.

Monitoring system performance and response times for donor data integration.

Given a high volume of donor data being integrated, when measuring system response times, then the average response time should not exceed 2 seconds for data retrieval and processing.

Assessing user feedback on the ease of utilizing integrated donor data within FundStream.

Given a group of nonprofit staff, when they are trained to use the new integration features, then at least 90% should report that accessing donor data is intuitive and straightforward on a feedback survey.

Identifying and resolving any data duplication issues during donor data integration.

Given a series of donor records being integrated, when the integration process is complete, then the system should flag and resolve any duplicates automatically, maintaining a maximum threshold of 1% duplication in the final dataset.

Predictive Analytics Dashboard

User Story: As a nonprofit fundraiser, I want to view a dashboard with donor predictions so that I can prioritize my outreach efforts effectively based on data-driven insights.
Description: The Predictive Analytics Dashboard requirement involves creating an intuitive interface that displays the outcomes from the Donor Forecasting Model. This dashboard will visualize predicted donation amounts, likelihood of contribution, and categorize donors based on their potential giving levels. By providing nonprofit staff with actionable insights, this feature empowers them to make informed decisions regarding outreach and resource allocation. The dashboard will serve as a central hub for visualizing key metrics and trends, enabling users to quickly gauge the effectiveness of their fundraising strategies.
Acceptance Criteria: Visualizing Predicted Donations for Individual Donors

Given a successful implementation of the Predictive Analytics Dashboard, when a nonprofit staff member selects a specific donor from the dashboard, then the dashboard displays the predicted donation amount and likelihood of contribution for that donor clearly and accurately, using visual aids to ensure easy interpretation.

Categorizing Donors by Giving Levels

Given a completed predictive model, when the dashboard is accessed, then it categorizes all donors into at least three distinct giving levels (low, medium, high) based on the predicted likelihood and amounts of contributions and updates in real-time as new data is inputted.

Displaying Key Metrics and Trends

Given the user has accessed the Predictive Analytics Dashboard, when they view the dashboard, then it displays key metrics such as total predicted donations, average contribution likelihood, and trends over a specified time frame (e.g., monthly, quarterly) in a visually engaging manner such as charts or graphs.

Filtering Donor Data

Given the dashboard is available, when the user applies filters (e.g., past donation history, donor demographics), then it refreshes to show only the donors that meet the selected criteria, updating the predicted donation amounts and likelihoods accordingly.

User-Friendly Interface Experience

Given the Predictive Analytics Dashboard is accessed, when users interact with the dashboard, then they can navigate seamlessly to view different metrics and reports without requiring additional training or technical knowledge, maintaining a user satisfaction score of at least 80% in feedback surveys.

Exporting Dashboard Insights

Given the user is utilizing the Predictive Analytics Dashboard, when they select the export feature, then they can download the dashboard insights and metrics in a CSV or PDF format without data loss or corruption, successfully exporting at least 95% of the displayed data.

Real-time Donor Engagement Alerts

User Story: As a nonprofit manager, I want to receive real-time alerts when donor engagement changes so that I can react quickly and maintain strong relationships with valuable donors.
Description: This requirement outlines the need for a notification system that alerts nonprofit staff to significant changes in donor behavior or engagement metrics as identified by the Donor Forecasting Model. Alerts may include notifications for potential lapsed donors or high-value donors showing increased activity. Implementing real-time alerts will allow nonprofits to respond quickly to changes in donor engagement, thus enhancing relationship management and increasing the likelihood of receiving donations during critical periods.
Acceptance Criteria: Alert for Potential Lapsed Donors Based on Engagement Metrics

Given a donor whose engagement metrics drop below a predefined threshold, when the system detects this change, then an alert notification is triggered and sent to the nonprofit staff within 5 minutes.

Notification for High-Value Donors Showing Increased Activity

Given a high-value donor whose engagement activity increases significantly in a defined period, when this activity is detected, then an alert notification is generated and pushed to the nonprofit staff within 5 minutes.

Daily Summary of Donor Engagement Alerts

Given the donor activity monitored over the past day, when the automated report is generated, then it must include a summary of all significant engagement alerts categorized by type and sent to the designated staff by 8 AM every morning.

Historical Data Accuracy on Alerts

Given the historical donor engagement data used by the forecasting model, when the alert is triggered, then the data must reflect accurate and up-to-date information from at least the last 12 months.

User Customization of Alert Parameters

Given the need for nonprofits to tailor their engagement strategies, when a staff member accesses the alert settings, then they must have the capability to adjust the parameters for triggering alerts based on specific donor behavior metrics.

Integration of Alerts with CRM System

Given the alerts generated by the donor forecasting model, when these alerts are received, then they must be integrated seamlessly into the nonprofit's existing CRM system for effective tracking and follow-up.

Threshold Settings for Alert Activation

Given the requirement for customizable thresholds for alerts, when a staff member sets or modifies these thresholds, then the system must validate and save these settings accurately without errors.

Customizable Forecasting Parameters

User Story: As a development director, I want to customize forecasting parameters so that I can refine predictions based on our fundraising initiatives and donor profiles.
Description: The Customizable Forecasting Parameters requirement allows nonprofit organizations to adjust the variables used within the Donor Forecasting Model according to their specific needs and strategies. Users should be able to modify parameters such as donor engagement frequency, average donation amounts, and historical retention rates. By offering flexibility in how forecasts are generated, this feature ensures that organizations can tailor predictions closely aligned with their unique fundraising approaches and goals, optimizing their outreach strategies based on individual donor circumstances.
Acceptance Criteria: User can modify donor engagement frequency parameter in the forecasting model settings.

Given a user with appropriate permissions, when they access the Donor Forecasting Model settings and adjust the donor engagement frequency, then the application should save the new parameter and reflect it in the generated forecasts accordingly.

User can adjust the average donation amount parameter based on donor history.

Given a user navigates to the customizable parameters section, when they input a new average donation amount and save the changes, then the system should update the forecasting calculations to incorporate the new average amount immediately.

User can set historical retention rates to analyze past donor behavior.

Given a user has access to the forecasting feature, when they enter a new historical retention rate in the settings and apply it, then the forecasting model should accurately predict future donations based on this new retention rate in real-time.

User receives a notification confirming successful updates to the forecasting parameters.

Given a user has updated any customizable forecasting parameters, when they click the save button, then a success notification should appear, confirming that the parameters have been successfully updated and saved.

User can revert to default forecasting parameters if needed.

Given a user wants to revert changes in the forecasting parameters, when they select the 'revert to default' option, then the system should reset all parameters to their original default values without any errors.

User can view the impact of parameter changes on predicted donation amounts.

Given a user makes changes to any forecasting parameters, when they select 'view impact,' then the system should display a summary of how these changes affect the predicted donation amounts and likelihood based on the new parameters.

Donor Segmentation Tools

User Story: As a marketing coordinator, I want to utilize donor segmentation tools so that I can design targeted campaigns that resonate with specific donor groups and drive higher engagement rates.
Description: The Donor Segmentation Tools requirement introduces functionalities that enable nonprofits to categorize donors into specific segments based on their predicted behavior and giving levels. This will allow organizations to launch targeted campaigns that cater to the unique interests and giving patterns of different donor groups. By leveraging segmentation data derived from the Forecasting Model, nonprofits can improve their campaign strategies and enhance engagement through personalized content, ultimately maximizing donations and fostering stronger ties with each donor segment.
Acceptance Criteria: As a nonprofit staff member, I want to use the Donor Segmentation Tools to categorize our existing donors into segments based on their predicted giving behavior so that we can create targeted marketing campaigns.

Given that the machine learning model has analyzed historical donor data, when I access the segmentation dashboard, then I should see at least three distinct donor segments generated based on their predicted donation levels and behaviors.

As a fundraiser, I want to visualize the segments created by the Donor Segmentation Tools so that I can tailor my outreach strategies for each group.

Given that donor segments have been created, when I navigate to the segmentation visualization page, then I should see a graphical representation of each segment, including key metrics like average donation amount and number of donors in each segment.

As a campaign manager, I want to use the donor segments to send personalized email campaigns to each segment based on their specific interests and predicted behaviors.

Given that the email campaign has been created for each donor segment, when I launch the campaign, then 100% of recipients should receive the email tailored to their respective segment within one hour of the launch.

As a nonprofit organization, I want to understand how effective our segmented campaigns have been in generating donations.

Given that a fundraising campaign utilizing the Donor Segmentation Tools has concluded, when I review the campaign performance report, then I should be able to see a comparison of donation amounts from segmented versus non-segmented outreach efforts, showing at least a 20% increase in donations from the segmented group.

As a data analyst, I want to ensure that the segmentation tool updates in real time with new donor data to keep our campaigns relevant.

Given that new donor data has been entered into the system, when I refresh the segment dashboard, then I should see updated segments reflecting the most current data within five minutes.

Smart Scheduling Assistant

An intelligent scheduling tool that analyzes donor engagement patterns to recommend optimal times for follow-up communications. This feature ensures that outreach occurs when donors are most likely to respond, maximizing the chances of engagement and contribution.

Requirements

Engagement Pattern Analysis

User Story: As a nonprofit staff member, I want the system to analyze donor engagement patterns, so that I can reach out to my donors at the most effective times and increase my chances of securing donations.
Description: This requirement involves developing an analytical tool that leverages AI to study past donor interactions and behaviors, identifying key engagement patterns. The tool will be integrated within the FundStream platform to provide nonprofit organizations with insights into when their donors are most receptive to communication. This functionality aids in maximizing outreach effectiveness by allowing nonprofits to tailor their follow-up strategies based on data-driven recommendations. The expected outcome is increased donor engagement rates and improved fundraising outcomes through optimized communication timing.
Acceptance Criteria: Analyzing past donor interactions to identify optimal communication timing for future outreach efforts.

Given a set of historical donor interaction data, when the Engagement Pattern Analysis tool processes this data, then it should output a report identifying the top three recommended time slots for follow-up communications, based on donor responsiveness.

Utilizing the recommended time slots for scheduling follow-up communications in FundStream.

Given the recommended time slots generated by the tool, when a nonprofit staff member schedules a follow-up communication, then the system should allow scheduling only within those recommended time slots and provide notifications if an attempt is made to schedule outside of them.

Monitoring donor engagement rates after implementing the recommended timing strategies.

Given that a nonprofit has adhered to the scheduled follow-up times as recommended by the Engagement Pattern Analysis tool, when reviewing donor engagement metrics one month after implementation, then there should be at least a 15% increase in engagement rates compared to the previous month's metrics.

Evaluating the effectiveness of the AI in predicting optimal communication times.

Given that the pattern analysis has been executed, when comparing the AI recommendations against actual donor responses, then at least 70% of donor interactions should occur within the recommended times, demonstrating the AI's effectiveness in predicting optimal engagement windows.

Ensuring the tool's ability to analyze diverse donor profiles and their unique engagement patterns.

Given a diverse database of donors with varying engagement histories, when the Engagement Pattern Analysis tool processes this database, then it should accurately segment donor profiles and generate tailored recommendations for each segment based on their unique engagement patterns.

Providing user feedback on the effectiveness of the recommended engagement times.

Given that a nonprofit organization has utilized the engagement timing recommendations, when staff members provide feedback through the FundStream platform, then at least 80% of feedback responses should indicate that the recommendations improved their outreach effectiveness compared to previous strategies.

Ensuring user accessibility to insights generated by the Engagement Pattern Analysis tool.

Given a user with different technical skill levels accessing the FundStream platform, when they navigate to the Engagement Pattern Analysis section, then it should display an intuitive interface that clearly outlines insights and recommended engagement strategies without requiring advanced technical knowledge.

Optimal Communication Time Recommendations

User Story: As a fundraiser, I want to receive recommendations for the best times to communicate with my donors, so that I can schedule my outreach effectively and increase response rates.
Description: This requirement entails the development of a feature that provides suggested times for follow-up communications based on the analysis of donor engagement data. The system should utilize algorithms that consider previously successful outreach timings and adapt over time as more donor interaction data is gathered. This feature will be crucial in guiding users on when to schedule calls, emails, or other forms of communication, thereby significantly enhancing engagement efforts and improving the likelihood of donor contributions.
Acceptance Criteria: Recommendation based on historical data patterns.

Given a user requests scheduling suggestions, When the system analyses donor engagement over the past 6 months, Then the system should provide at least three optimal communication times ranked by likelihood of engagement.

Real-time adaptation of recommendations.

Given that new donor engagement data is collected, When this data is analyzed, Then the system should automatically update the recommended times for follow-up communications within 24 hours.

User interface for viewing recommendations.

Given a user accesses the Smart Scheduling Assistant, When they view the recommendations, Then the display should show recommended times clearly and include engagement metrics for each time slot (e.g., percentage likelihood of response).

Feedback integration for improved recommendations.

Given a user has used the suggested times for communication, When they provide feedback on the success of each recommendation, Then the system should record this feedback for future recommendations and improve accuracy by 10% within the next month.

Multiple donor engagement patterns analysis.

Given a user has multiple donors, When they request scheduling suggestions for all donors, Then the system should generate a combined report with optimal follow-up times for each donor based on their individual engagement patterns.

Mobile access to scheduling recommendations.

Given a user accesses FundStream via a mobile device, When they navigate to the Smart Scheduling Assistant, Then the recommended communication times should be fully accessible and readable on the mobile format without any loss of functionality.

Historical effectiveness statistics display.

Given that a user checks the effectiveness of previous suggestions, When they view the report, Then the report should include statistics on past success rates associated with each recommended time period, alongside user endorsements of previous engagements.

User-Friendly Scheduling Interface

User Story: As a user of FundStream, I want an easy-to-use interface for scheduling follow-ups based on engagement recommendations, so that I can manage my outreach without feeling overwhelmed by technology.
Description: This requirement focuses on creating a user-friendly interface within the FundStream platform that allows nonprofit staff to easily view and select recommended times for scheduling follow-up communications. The interface should be intuitive, allowing users with varying technical skills to navigate seamlessly. Features such as calendar integration, reminders, and a visual representation of recommended times will enhance usability, ensuring that users can implement the smart scheduling feature effectively without needing extensive training.
Acceptance Criteria: User navigates to the Smart Scheduling Assistant within the FundStream platform to schedule follow-up communications with a donor after an initial outreach.

Given the user is on the Smart Scheduling interface, when they click on a recommended time slot for follow-up, then the system should display a confirmation prompt to finalize the schedule.

A user with minimal technical skills accesses the scheduling interface for the first time to view recommended times for follow-up communications.

Given the user is unfamiliar with the interface, when they open the scheduling page, then the interface should provide an onboarding tooltip highlighting key features within 3 seconds.

The nonprofit staff member wants to integrate their Google Calendar with the Smart Scheduling Assistant to avoid scheduling conflicts with personal events.

Given the user selects the option to integrate Google Calendar, when they successfully authenticate, then their Google Calendar should display the recommended scheduling times alongside personal events within 10 seconds.

The user receives a reminder notification 24 hours before a scheduled follow-up with a donor.

Given that a follow-up has been scheduled, when the reminder time is reached, then the user should receive an email notification and an in-app notification indicating the upcoming follow-up.

A user wants to filter available recommended times by specific donor engagement metrics to optimize scheduling.

Given the user is on the Smart Scheduling interface, when they apply filters based on metrics like previous donation amount and last engagement date, then the recommended times should update to reflect only the filtered options immediately.

The user seeks to understand the analytics behind the recommended times for follow-ups to help strategize future communications.

Given that a user accesses the scheduling interface, when they click on an 'analytics' section, then they should see a visual representation of donor engagement patterns and reasons for the suggested times within 5 seconds.

Integration with Campaign Management

User Story: As a campaign manager, I want to align follow-up schedules with our ongoing campaigns, so that all outreach efforts are strategically coordinated and contribute to our fundraising goals.
Description: This requirement involves integrating the Smart Scheduling Assistant with existing campaign management tools within FundStream. The integration will ensure that suggested follow-up times can be directly applied to specific campaigns, allowing for a cohesive strategy that aligns donor communications with campaign timelines. This feature is essential to ensure that fundraising efforts are synchronized and that donor outreach is not happening in isolation but as part of a structured campaign plan.
Acceptance Criteria: User navigates to the Smart Scheduling Assistant and inputs existing campaign details to receive recommended follow-up times for donor communications.

Given a user inputs campaign details into the Smart Scheduling Assistant, when they request follow-up time suggestions, then the system displays a list of optimal times based on donor engagement data.

User attempts to integrate the Smart Scheduling Assistant with a specific campaign management tool within FundStream.

Given the user has selected a campaign management tool, when they initiate the integration process, then the system successfully connects the Smart Scheduling Assistant to the selected campaign.

User views the follow-up time recommendations generated by the Smart Scheduling Assistant for a specific campaign.

Given that follow-up time recommendations are generated, when the user views the suggestions, then each suggested time should include the predicted donor engagement percentage and the number of donors likely to respond.

User schedules follow-up communications based on the recommendations provided by the Smart Scheduling Assistant.

Given the user selects a recommended follow-up time, when they confirm the scheduling, then the system successfully updates the campaign timeline with the new follow-up date and time.

User reviews the past engagements of a specific donor prior to utilizing the Smart Scheduling Assistant for follow-up suggestions.

Given a user accesses a donor's profile, when they review the engagement history prior to using the Smart Scheduling Assistant, then they should see a comprehensive report including the donor's past interactions and contributions.

User encounters an error during the integration of the Smart Scheduling Assistant and seeks to understand the issue.

Given the user is attempting to integrate the Smart Scheduling Assistant and an error occurs, when the user requests help, then the system displays a detailed error message and suggested troubleshooting steps.

Real-Time Monitoring Dashboard

User Story: As a nonprofit director, I want to see real-time analytics on how our donor engagement aligns with outreach timings, so that I can adjust our strategies for better fundraising outcomes.
Description: This requirement aims to implement a real-time monitoring dashboard that provides insights into the effectiveness of outreach efforts based on the scheduled communication times. Nonprofits will have access to analytics that display engagement rates, response rates, and donation metrics correlated with follow-up timings. This dashboard will provide valuable feedback to refine future engagement strategies and improve the overall fundraising approach within the FundStream platform.
Acceptance Criteria: Real-time dashboard displays overall engagement metrics based on follow-up times.

Given a set of scheduled follow-up communications, when the user accesses the real-time monitoring dashboard, then the dashboard should display engagement metrics such as open rates, click-through rates, and response rates specific to those communications.

Dashboard provides insightful graphical representations of donation metrics.

Given that the real-time monitoring dashboard is accessed, when the user views the donation metrics, then the dashboard should present visual graphs depicting total donations received, average donation amounts, and trends over time related to outreach efforts.

User can filter engagement data by time range and donor segments.

Given that the user is on the real-time monitoring dashboard, when they select specific time ranges and donor segments from the filters, then the displayed metrics should update accordingly to reflect data for only the selected time periods and segments.

Dashboard updates metrics in real-time as new donor engagement data is available.

Given that the monitoring dashboard is active, when new engagement data is captured from follow-up communications, then the dashboard should refresh the displayed metrics within 10 seconds to reflect the changes.

Real-time feedback feature on the effectiveness of outreach strategies.

Given that the outreach efforts are tracked, when the user reviews the dashboard, then it should provide feedback and recommendations based on the engagement metrics for adjusting future outreach strategies.

User can export dashboard data for reporting purposes.

Given that the user wants to analyze the dashboard data further, when they select the export option, then the data should be downloadable in CSV format accurately reflecting the current metrics displayed on the dashboard.

Dashboard UI is intuitive for users with varying technical skills.

Given that different users with varying levels of technical expertise access the dashboard, when they navigate the dashboard interface, then all users should be able to access key metrics and utilize filters within 5 minutes without external help or documentation.

Personalized Messaging Templates

A library of customizable communication templates that can be tailored to various donor segments and engagement histories. This allows users to create personalized follow-up messages effortlessly, ensuring that each donor feels valued and understood, ultimately enhancing their relationship with the organization.

Requirements

Template Customization Options

User Story: As a fundraising manager, I want to customize messaging templates so that I can ensure our communication aligns with our brand and resonates with different donor segments for better engagement.
Description: This requirement allows users to modify pre-existing messaging templates by changing the text, colors, images, and logos. Users will benefit from this feature as it enables them to align the communication style with their nonprofit's branding and the specific needs of different donor segments. Integration with the overall FundStream platform means these changes can be saved, previewed, and reused for future communications, ensuring consistency and personalization in outreach efforts. This enhances engagement with donors, making them feel recognized and valued, which is vital for nurturing long-term relationships.
Acceptance Criteria: User accesses the template customization options from the messaging templates library to create a follow-up message for a recent donor engagement.

Given a user is in the template customization section, When they select a pre-existing messaging template, Then they must be able to modify text, choose colors, replace images, and include logos as per their branding guidelines.

User modifies a messaging template and proceeds to save their changes for future use.

Given a user has customized a messaging template, When they click the save button, Then the system saves all changes and makes the template available for use in future communications.

User previews a customized messaging template before finalizing it for distribution to donors.

Given a user has customized a messaging template, When they click the preview button, Then the system displays the template in its finalized form to assess layout and content accuracy.

User needs to ensure customization changes reflect in the actual outreach communication sent to donors.

Given a user has modified a messaging template and sent it as part of a communication campaign, When the donor receives the message, Then the donor should see all personalized elements, including text changes and branded visuals, as per the user's modifications.

User accesses the help section for guidance on using the template customization options.

Given a user is in the help section, When they search for information on template customization, Then relevant articles and tutorials must be provided to assist them in making the necessary adjustments to templates.

User collaborates with a team member to edit a messaging template in real time.

Given multiple users access a messaging template simultaneously, When one user makes changes, Then all users should see updates in real-time without refreshing the page.

User wants to revert to a previous version of a messaging template after making changes.

Given a user has customized a template and saved it, When they choose to revert, Then the system must provide an option to restore the previous version of the template before the latest changes were saved.

Segment-Specific Messaging

User Story: As a nonprofit staff member, I want to create messaging templates for specific donor segments so that our communications are more personalized and likely to resonate with their unique interests and histories.
Description: This requirement involves the implementation of features that allow users to create and manage messaging templates based on donor segments such as new donors, recurring donors, lapsed donors, and high-value donors. By providing tailored messaging options, the platform will help organizations communicate messages that are relevant to each segment's engagement history. This personalization increases the likelihood of donor retention and enhancing contributions. The seamless integration with the donor database ensures that users can manage these segments effectively and build stronger connections through relevant messaging.
Acceptance Criteria: New Donor Messaging Template Creation

Given a user with access to the messaging templates, when they select the 'New Donor' segment, then they should be able to create a personalized messaging template specifically for new donors, which includes placeholders for donor name and donation amount, and the template should save correctly in the system.

Recurring Donor Messaging Template Management

Given a user wants to modify an existing messaging template for recurring donors, when they access the template library, then they should be able to edit the content of the template and save the changes without any errors, and the updated template should reflect in the system immediately.

Lapsed Donor Messaging Effectiveness

Given a user has created a messaging template for lapsed donors, when they send this template to a list of lapsed donors, then they should be able to track the open and response rates of the emails sent for effectiveness analysis, which should be displayed in the analytics dashboard.

High-Value Donor Engagement

Given a user selects the 'High-Value Donor' segment, when they create a personalized messaging template, then the template should automatically include engagement highlights and tailored donation options based on the donor's history with the organization.

Dynamic Personalization of Templates

Given a user is creating a messaging template, when they utilize dynamic fields (like donor name and past donation history), then those fields should be populated correctly when the message is previewed before sending, ensuring personalization.

Segment Management and Integration

Given a user has defined multiple donor segments, when they access the segment management interface, then they should be able to view, edit, and delete segments seamlessly, with all changes reflected in the messaging system.

Template Analytics and Reporting

Given a user has sent out messaging templates, when they view the reporting metrics after a campaign has ended, then they should see detailed analytics regarding engagement rates, donor responses, and overall campaign performance for each segment.

Real-Time Analytics on Messaging Impact

User Story: As a decision-maker in my nonprofit, I want to access real-time metrics on messaging performance so that I can understand donor engagement and adjust my communication strategies accordingly for better effectiveness.
Description: This requirement focuses on providing real-time analytics on the performance of sent messages based on the customized templates. Users need insights on open rates, click-through rates, and overall engagement from different donor segments. This data will allow fundraising managers to assess the effectiveness of their messaging strategies, enabling them to refine their approach for better outcomes. By integrating these analytics into the FundStream dashboard, users will have access to vital metrics that guide future messaging efforts, ensuring continuous improvement in donor engagement and fundraising results.
Acceptance Criteria: As a fundraising manager, I want to view the real-time analytics dashboard for personalized messaging templates after sending out a campaign email, so that I can assess donor engagement immediately and make necessary adjustments to future communications.

Given a fundraising manager has sent a campaign email using a personalized messaging template, when they access the analytics dashboard, then they should see updated metrics on open rates, click-through rates, and overall engagement for that specific email within 5 minutes of sending.

As a nonprofit staff member, I want to filter analytics data by donor segments, so that I can understand engagement variations across different groups and tailor future messaging strategies accordingly.

Given the analytics dashboard is displaying messaging impact data, when the nonprofit staff member applies filters by donor segments, then the displayed data should refresh to reflect engagement metrics specific to the selected segments.

As a fundraising manager, I want to compare the performance of different messaging templates sent to similar donor segments, so that I can identify which messages perform better and refine my messaging strategy.

Given multiple personalized messaging templates have been sent to the same donor segment, when the fundraising manager views the comparison report in the analytics dashboard, then they should be able to see comparative metrics for each template, including open rates and click-through rates, side by side.

As a nonprofit staff member, I want to receive a summary report of messaging impact that includes trends over the last month, so that I can evaluate the overall effectiveness of my messaging strategies over time.

Given the staff member requests a summary report, when the report is generated, then it should include visual trends for open rates, click-through rates, and overall engagement over the past month, allowing easy analysis of messaging effectiveness.

As a fundraising manager, I want to access historical messaging impact analytics for past campaigns, so that I can use this data to inform future campaign strategies and improve donor engagement.

Given the fundraising manager selects a past campaign from the analytics dashboard, when they request historical data, then they should receive a detailed report that includes open rates, click-through rates, and engagement metrics for that campaign.

Template Preview Functionality

User Story: As a fundraiser, I want to preview messaging templates before sending them so that I can ensure they look professional and are free of errors, improving our communication with donors.
Description: This requirement provides users with the ability to preview customized messaging templates before sending them out to donors. It is essential that users can visualize how their messages will appear across different devices, including mobile and desktop. This feature will minimize errors in communication and ensure that the presentation aligns with the organization’s branding. By integrating this preview functionality into the template management section, users will be able to send error-free and visually appealing messages, reinforcing the organization's professionalism and commitment to quality communication.
Acceptance Criteria: Template Preview Across Devices

Given a user has selected a customizable messaging template, When the user accesses the preview functionality, Then the user should see how the message appears on both mobile and desktop devices.

Error-Free Preview Functionality

Given a user has entered content into the messaging template, When the user views the preview, Then there should be no typographical or formatting errors displayed in the preview.

Branding Alignment Verification

Given a user has customized a messaging template, When the user previews the template, Then the preview should reflect the organization’s branding elements accurately (e.g., logo, color scheme, font).

User Action Confirmation

Given a user views the template preview, When the user clicks on 'Send', Then the message should be sent as displayed in the preview without changes or errors.

Real-Time Template Editing

Given a user is in the template preview, When the user makes edits to the template content, Then the preview should update in real-time to reflect the changes made by the user.

Accessibility Compliance Check

Given a user previews a messaging template, When the template is displayed, Then the template must meet accessibility standards (e.g., color contrast ratio, text size) for all users.

Automated Follow-Up Messaging

User Story: As a nonprofit staff member, I want to automate follow-up messages so that I can ensure timely and relevant communication with donors, improving the chances of securing their contributions.
Description: This requirement enables users to set up automated follow-up messages based on donor interaction with previous communications. For instance, if a donor opens a message but does not complete a donation, the system should allow users to schedule a personalized follow-up message that prompts them to engage again. This automation improves donor management efficiency and enhances communication, ensuring that no potential support is lost due to lack of follow-up. Integrating this feature with the existing donor engagement history will allow users to send targeted follow-ups that reflect previous interactions.
Acceptance Criteria: Automated follow-up for donors who opened emails but did not donate.

Given a user has set up an automated follow-up for a donor that opened a message but did not complete a donation, When the follow-up is triggered, Then the donor receives a personalized follow-up message within the scheduled time frame that references their previous engagement.

Tracking donor engagement history for segmentation.

Given a donor's engagement history exists in the system, When the user creates a follow-up message, Then the system allows the user to select the appropriate engagement history segments to personalize the follow-up effectively based on prior interactions.

Editing personalized follow-up messaging templates.

Given a user selects a template for a follow-up message, When the user customizes the template to include specific donor information, Then the system saves the customized template and allows it to be sent as an automated follow-up.

Testing automated follow-up message delivery.

Given a user has set up an automated follow-up for a donor, When the specified conditions for follow-up are met, Then the system sends the follow-up message successfully and logs the action in the donor engagement history.

Reporting on the effectiveness of follow-up messages.

Given the automated follow-up messages have been sent, When the user generates a report, Then the report should display metrics such as open rates, click-through rates, and subsequent donation actions that resulted from the follow-up messages.

User notifications for follow-up message success or failure.

Given a follow-up message is sent, When the status of the message delivery is updated, Then the user receives a notification indicating whether the message was successfully delivered or if there was a failure in sending.

Activity-Based Triggers

Automated triggers that initiate follow-up communications based on specific donor activities, such as making a donation, attending an event, or responding to a survey. This feature ensures timely and relevant outreach, reinforcing donor engagement and fostering a sense of connection with the organization.

Requirements

Real-Time Activity Monitoring

User Story
Description: Enable real-time tracking of donor activities within the FundStream platform. This feature will log events such as donations, event registrations, and survey responses, providing a comprehensive view of donor engagement. It will enhance follow-up strategies by allowing nonprofit staff to act on donor activities in a timely manner, improving overall donor retention and satisfaction.
Acceptance Criteria: Real-time tracking of a donor making a donation through the FundStream platform.

Given that a donor initiates a donation on the FundStream platform, when the donation is completed, then the donor's activity should be logged in real-time, and the log should reflect the amount donated and the timestamp of the transaction.

Monitoring a donor registering for an event via FundStream.

Given that a donor registers for an event, when the registration is confirmed, then the registration activity should be logged in real-time, including event details and the donor's information, visible in the donor's activity history.

Tracking survey responses submitted by donors within the FundStream platform.

Given that a donor submits responses to a survey, when the submission is successful, then the donor's survey response activity should be logged in real-time, capturing completion status and submission timestamp.

Updating the nonprofit staff's dashboard with new donor activity notifications.

Given that a donor completes any tracked activity (donation, event registration, survey response), when this activity is logged, then the nonprofit staff's dashboard should automatically update to reflect the new activity in the donor engagement summary section.

Implementing automated follow-up communications based on logged donor activities.

Given that a donor has performed an activity logged in the system, when the defined trigger conditions are met, then an automated follow-up communication should be sent to the donor within 24 hours of the activity being logged.

Ensuring data integrity and accuracy in logging donor activities.

Given that a donor performs an activity on the FundStream platform, when the activity is logged, then the log entry must accurately reflect the donor's identity, the activity type, and the corresponding metadata without any errors.

Customizable Communication Templates

User Story
Description: Develop a library of communication templates that can be customized based on donor activity and preferences. These templates will facilitate personalized outreach after key actions (such as donations or event participation), ensuring that messages resonate with the donor's recent interactions and increasing the likelihood of ongoing engagement.
Acceptance Criteria: Donor receives a personalized thank-you email after making a donation through the FundStream platform.

Given a donor makes a donation, when the donation is processed, then the donor should receive a personalized thank-you email within 24 hours that reflects their donation amount and includes relevant resources based on their donor profile.

Event attendees receive follow-up communication after an event they participated in through FundStream.

Given an attendee participates in an event, when the event concludes, then the attendee should receive a follow-up email featuring a survey and additional resources related to the event within 48 hours.

Donors who respond to a survey are sent a tailored communication based on their feedback.

Given a donor completes a survey, when the survey response is recorded, then the donor should receive a personalized communication within 72 hours that reflects their feedback and suggests relevant opportunities for further engagement.

The nonprofit staff can customize a communication template for various donor activities.

Given the nonprofit staff accesses the library of communication templates, when they select a template related to donor activities, then they should be able to customize the template by adding donor-specific details, changing text, and adjusting any images before saving it for future use.

A donor’s preferred communication method is taken into account when sending follow-up messages.

Given a donor has specified their preferred communication method (email, SMS, etc.), when an automated trigger is activated, then the follow-up message must be sent through the donor’s preferred method within the designated time frame established in the automation rule.

Nonprofit staff can preview customized communication templates before sending them out.

Given the nonprofit staff has customized a communication template, when they select the preview option, then they should see an accurate representation of how the message will appear to the donor, including all personalized details, before finalizing the send.

Analytics on the effectiveness of communication templates are readily available to the nonprofit staff.

Given that a communication template has been used, when the nonprofit staff accesses the analytics dashboard, then they should see metrics such as open rates, response rates, and conversion rates associated with the template's performance within 30 days.

Integrated Analytics Dashboard

User Story
Description: Create an analytics dashboard that visualizes donor engagement metrics and triggered follow-up actions. This dashboard will help nonprofit staff assess the effectiveness of communications based on donor activities and refine strategies accordingly, ultimately leading to improved campaign management and donor relationship building.
Acceptance Criteria: Dashboard displays real-time analytics after donor activities such as making a donation or responding to a survey.

Given a donor has completed an activity, when the activity is registered in the system, then the analytics dashboard should update to reflect this activity within 5 minutes.

Dashboard allows users to filter metrics based on date ranges and types of activities.

Given the user accesses the analytics dashboard, when they select a date range and activity type, then only relevant metrics should be displayed accordingly.

Dashboard visualizations communicate donor engagement effectively to users with varying technical skills.

Given the user is viewing the dashboard, when they hover over a metric or graph, then descriptive tooltips providing context on the data should be displayed without any technical jargon.

Dashboard users can export analytics data for offline reporting or presentations.

Given the user requests an export of analytics data, when they click the export button, then a CSV file containing the selected data should be downloaded successfully without errors.

Dashboard allows users to set alerts for specific triggered follow-up actions based on donor behavior.

Given a user sets an alert for follow-up actions, when a specified donor activity occurs such as a donation, then the user should receive an email notification with the relevant details.

Dashboard provides historical data comparison to assess changes in donor engagement over time.

Given a user selects a historical comparison option, when they view the selected date ranges, then the dashboard should display a comparative analysis of donor engagement metrics between the two periods clearly.

Dashboard supports mobile accessibility for users on various devices.

Given the user accesses the dashboard on a mobile device, when they log in, then the dashboard layout should be responsive and maintain usability features similar to the desktop version.

Automated Reminder System

User Story
Description: Implement an automated reminder system that sends notifications to donors about upcoming events or initiatives based on their historical interactions. This feature will ensure that potential attendees receive timely reminders, increasing participation rates and reinforcing the organization's presence in the donor’s mind.
Acceptance Criteria: Donors receive reminders for events they have previously attended or shown interest in based on their historical interactions with the organization.

Given a donor has a historical record of attending an event, When the event date approaches, Then the donor should receive an automated reminder notification 3 days prior to the event via email.

The reminder system sends notifications to donors who have made recent donations about upcoming related initiatives.

Given a donor has made a donation in the last 30 days, When there is an upcoming initiative that aligns with their previous donation, Then the donor should receive a notification about the initiative one week before it takes place.

Organizations can customize the messages for the reminders sent to different donor segments.

Given that the organization wants to customize reminder messages, When the organization creates a new reminder notification, Then the system should allow them to select specific messaging templates based on donor segments (e.g., major donors, new donors).

Reminders are tracked in the system to analyze the impact on event attendance rates.

Given reminders have been sent out, When donors attend the event, Then the system should log attendance rates and associate them with the reminders sent.

Donors can opt-out of receiving reminder notifications if they choose.

Given a donor wishes to stop receiving reminders, When the donor navigates to their notification settings, Then they should have the option to opt-out of automated reminders and this preference should be saved correctly.

The reminder system can handle multiple time zones for donors located in different regions.

Given a donor is in a different time zone than the organization, When the event reminder is sent, Then the reminder should be adjusted to the donor's local time zone to ensure timely communication.

Multi-Channel Outreach Integration

User Story
Description: Facilitate outreach through multiple communication channels (email, SMS, social media) based on donor preferences and behavior. This requirement will ensure that follow-up communications reach donors in their preferred format, leading to enhanced engagement and a personalized experience.
Acceptance Criteria: Donor receives a follow-up email after making a donation through the FundStream platform.

Given that a donor has made a donation, when the transaction is completed, then an email follow-up should be sent within 24 hours, confirming the donation and thanking the donor for their contribution.

Donor receives an SMS notification after attending a fundraising event.

Given that a donor has checked in at a fundraising event, when the event concludes, then an SMS message should be sent within 1 hour thanking them for attending and providing additional engagement options.

Donor is sent a personalized communication through social media after completing a survey.

Given that a donor has completed a donor satisfaction survey, when the survey submission is received, then a personalized message should be sent through the donor's preferred social media platform within 48 hours, reflecting their feedback and suggesting further engagement opportunities.

Donor preferences for communication channels are updated in their profile.

Given that a donor accesses their profile settings, when they update their communication preferences, then the changes should be saved successfully, reflected immediately in the system, and used for subsequent outreach communications.

System automatically selects communication channels based on donor behavior.

Given that a donor consistently engages via email and SMS, when a new follow-up is triggered, then the system should prioritize these channels over others for follow-up communications according to the donor's past interactions.

Donor is notified of upcoming campaigns through their preferred channel and format.

Given that a new fundraising campaign is created, when the campaign is set live, then all donors should receive notifications through their preferred channels as indicated in their profile settings, ensuring no less than 80% of the targeted list receives the notification.

Fundraiser receives analytics on donor engagement post outreach.

Given that outreach communications have been sent, when the reporting tool is accessed, then the analytics dashboard should display engagement metrics (open rates, response rates, and click-through rates) for each communication channel used within 7 days of outreach.

Feedback Loop Mechanism

User Story
Description: Establish a feedback mechanism that allows donors to provide input on follow-up communications they receive. This feature will collect data on donor preferences regarding messaging and timing, helping nonprofits refine their outreach strategies to better align with donor expectations.
Acceptance Criteria: Donor submits feedback after receiving a follow-up email regarding their recent donation.

Given a donor receives a follow-up email after making a donation, when they provide feedback on the email, then the feedback should be recorded in the donor's profile and should reflect their preferences on messaging and timing.

A donor attends an event and receives a prompt to provide feedback on the event communication.

Given a donor attends an event, when they receive a feedback request via SMS, then they should be able to respond within 24 hours, and their feedback should be logged correctly in the fundraising platform.

Feedback data is analyzed to refine communication strategies across donor segments.

Given a dataset of donor feedback has been collected, when that feedback is analyzed, then the system should generate a report that highlights at least three key preferences for communication timing and messaging style by donor segment.

Donor provides feedback on survey frequency and receives a follow-up based on their input.

Given a donor indicates their preference for survey frequency in the feedback form, when any subsequent surveys are sent, then the frequency should align with the donor's indicated preferences, ensuring personalized outreach.

Nonprofit staff reviews feedback trends to adjust outreach strategies accordingly.

Given a collection of feedback trends has been compiled, when nonprofit staff accesses the feedback dashboard, then they should see actionable insights that allow them to modify at least one outreach strategy based on donor input.

System generates notifications for staff when donor feedback indicates dissatisfaction.

Given a donor submits negative feedback regarding follow-up communications, when this feedback is recorded, then the system should notify the relevant staff member within 1 hour for immediate action.

Donor feedback on communication is stored securely for future analysis.

Given a donor completes the feedback form, when the feedback is submitted, then the data must be encrypted and stored securely in compliance with data protection regulations.

Engagement Score Insights

An analytics tool that calculates and displays an engagement score for each donor, based on past interactions and behaviors. This score helps users prioritize their follow-up efforts, allowing them to focus on high-potential donors for better relationship-building and increased contributions.

Requirements

Engagement Score Calculation

User Story: As a nonprofit staff member, I want to see an engagement score for each donor so that I can prioritize my follow-up efforts and focus on engaging those who are most likely to contribute more.
Description: This requirement involves developing algorithms to calculate an engagement score for each donor based on their past interactions, donation amounts, and engagement levels with various campaigns. The engagement score will enable FundStream users to assess donor interests and predict future behavior. This score will facilitate prioritized outreach, helping nonprofit staff to focus on donors who are most likely to contribute further, thus enhancing relationship management and improving fundraising outcomes.
Acceptance Criteria: User views the engagement score for a specific donor on the FundStream dashboard to prioritize follow-up actions during a fundraising campaign.

Given the user is logged into the FundStream platform, when they navigate to the donor engagement analytics section and select a specific donor, then the engagement score for that donor is displayed accurately based on their past interactions, donation amounts, and campaign engagement levels, and is updated in real-time as new data is available.

The system calculates and updates the engagement score after a user updates donor interaction data, such as new donations or event participation.

Given that donor interaction data has been updated, when the user saves the changes, then the engagement score should be recalculated immediately and reflect the new values on the donor's profile without manual refresh, ensuring real-time accuracy of engagement scores.

An admin user reviews the historical changes in engagement scores for a donor to analyze trends in donor behavior over time.

Given the admin user accesses the donor engagement history report, when they select a donor and retrieve their historical engagement scores, then the report displays a complete log of changes in the engagement score along with corresponding timestamps, allowing for easy analysis of donor trends.

The engagement score is used by a nonprofit staff member to identify which donors will receive personalized follow-up communication.

Given a list of donors sorted by engagement score, when the user selects the top 5 highest scoring donors, then the system generates a personalized outreach plan for each selected donor to optimize engagement and fundraising opportunities.

Users receive notifications of significant changes in a donor's engagement score to prompt timely outreach.

Given the system calculates a notable change in a donor's engagement score (e.g., a drop of 20% or more), when this change occurs, then an automated notification is sent to the assigned nonprofit staff member alerting them to take action, ensuring they are aware of critical changes in donor engagement.

With the engagement score feature, users can filter donors by score ranges to better target their fundraising strategies.

Given the user accesses the donor management dashboard, when they apply a filter to view donors within a specific engagement score range (e.g., 70-100), then the system displays only those donors matching the criteria for targeted outreach and engagement activities.

Dynamic Engagement Score Dashboard

User Story: As a nonprofit user, I want a dashboard that displays engagement scores with filtering options so that I can easily analyze donor behavior and tailor my outreach efforts accordingly.
Description: Implement a user-friendly dashboard that visually presents engagement scores for all donors. The dashboard will include filtering capabilities, allowing users to segment donors based on their scores, recent interaction history, and donation activity. This feature will improve user experience by providing easy access to actionable insights, enabling nonprofits to refine their outreach strategies and tailor engagement efforts effectively.
Acceptance Criteria: User views the engagement score dashboard for the first time to understand the distribution of donor engagement scores across their database.

Given that the user is logged into the FundStream platform, when they navigate to the engagement score dashboard, then the dashboard should load within 3 seconds and display a clear graphical representation of engagement scores for all donors.

User filters donors by a specific engagement score range to focus on high-potential donors for outreach efforts.

Given that the engagement score dashboard is displayed, when the user selects a score range filter, then the dashboard should update in real-time to display only those donors who fall within the specified score range.

User sorts donors based on their recent interaction history to identify those who have engaged recently.

Given that the user has access to the engagement score dashboard, when they choose to sort donors by recent interaction history, then the dashboard should reorder the donor list accordingly and maintain the engagement scores for easy comparison.

User exports the engagement score data for reporting purposes.

Given that the engagement score dashboard is displayed, when the user selects the export option, then the system should create a downloadable report containing all displayed donor engagement scores in a CSV format without any data loss.

User receives guidance on how to interpret the engagement scores displayed on the dashboard.

Given that the user is on the engagement score dashboard, when they hover over the engagement score metrics, then a tooltip should appear providing a brief description of how those scores are calculated and their significance.

User accesses the dashboard on a mobile device to check engagement scores while on-the-go.

Given that the user is accessing FundStream on a mobile device, when they navigate to the engagement score dashboard, then the dashboard should be fully responsive, displaying engagement scores correctly without loss of functionality.

User customizes the dashboard to add or remove specific metrics relevant to their fundraising strategies.

Given that the user is viewing the engagement score dashboard, when they use the customization options to add or remove metrics, then the dashboard should update immediately to reflect these changes, allowing the user to view their preferred metrics.

Automated Score Updates

User Story: As a nonprofit staff member, I want engagement scores to update automatically with new donor interactions so that I can make timely decisions based on the latest information at my disposal.
Description: Create a system for automatic updates of engagement scores whenever there is new donor activity or interaction. This requirement aims to ensure that users always see the most current scores without manually refreshing the data. Automating this process will enhance the reliability of the insights provided, allowing fundraisers to act promptly on the most up-to-date information regarding their relationships with donors.
Acceptance Criteria: Donor Activity Triggers Score Update

Given a donor has made a new contribution or engaged with content, when this activity is recorded in the system, then the engagement score for that donor is automatically updated without manual intervention and displayed correctly on the dashboard.

Real-Time Score Reflection

Given an updated engagement score exists for a donor, when a user views the donor's profile, then the system reflects the most recent engagement score in real-time without requiring a refresh.

Historical Engagement Score Tracking

Given a donor's engagement score has been updated multiple times, when a user accesses the engagement score history, then they can see a chronological list of engagement scores and the relevant activities that prompted each change.

Error Handling for Score Updates

Given an error occurs during the calculation or update of a donor's engagement score, when the error is detected, then the system logs the error and alerts the user while ensuring that the previous score remains intact until resolved.

User Notifications for Score Changes

Given an engagement score for a donor has been significantly changed, when this change occurs, then the system sends a notification to the relevant users to inform them of the new score and its potential impact on their follow-up strategy.

Batch Update for Multiple Donors

Given multiple donors have engaged within the same timeframe, when the user accesses the engagement scores page, then the system automatically updates and displays the engagement scores for all affected donors in a single operation.

Performance Metrics for Score Updates

Given the automated score update process is operational, when the user reviews system performance, then they can see metrics detailing the average time for scoring updates and the number of updates processed within a given timeframe.

Engagement Score Historical Trends

User Story: As a nonprofit staff member, I want to see historical trends of engagement scores for a donor so that I can analyze past engagement efforts and adjust future strategies for better results.
Description: Develop a feature that allows users to view historical trends of engagement scores over time for each donor. This will help nonprofits to assess the effectiveness of their fundraising strategies by correlating changes in engagement scores with specific campaigns or outreach efforts. By analyzing these trends, staff can improve future strategies and better understand donor behaviors.
Acceptance Criteria: Viewing Historical Engagement Scores for a Donor

Given a user accesses the Engagement Score Insights feature, When they select a specific donor, Then they should be able to view a graphical representation of historical engagement scores for that donor over a selected time period.

Identifying Trends in Engagement Scores

Given a user views the historical engagement scores of a donor, When they compare the scores over different time intervals, Then they should be able to identify trends such as increases or decreases in engagement scores and their correlation with specific campaigns.

Filtering By Campaigns

Given a user has access to historical engagement score data, When they apply filters to view scores associated with specific campaigns, Then the system should accurately display engagement scores related only to those selected campaigns.

Exporting Engagement Score Data

Given a user has generated historical engagement score data, When they select the export option, Then they should be able to download the data in CSV format without any data loss or truncation.

Setting Alerts for Engagement Score Changes

Given a user is viewing engagement scores, When they set up an alert for significant changes in a donor's engagement score, Then they should receive notifications via email when the score changes by a predetermined threshold.

Displaying Engagement Score Calculation Methodology

Given a user is viewing historical engagement scores, When they click on a help icon, Then a tooltip should display the methodology of how engagement scores are calculated to enhance user understanding.

Integration with Donor Communication Tools

User Story: As a nonprofit user, I want my engagement scores integrated with my donor communications tools so that I can access insights directly while interacting with donors, improving efficiency in my outreach efforts.
Description: Implement integration with existing donor communication tools to allow seamless access to engagement insights within the tools already used by nonprofit staff. This feature will enhance user experience by reducing the need to switch platforms and enabling more consolidated workflows. Improved efficiency in access to engagement data will lead to better-informed communication strategies with donors.
Acceptance Criteria: Integration with major donor communication tools to provide instant access to engagement scores directly within the existing platform used by nonprofit staff.

Given that a user is logged into their donor communication tool, when they access donor profiles, then the engagement score should be displayed prominently and updated in real-time based on recent interactions.

Nonprofit staff engaging with donors through various communication tools using the Engagement Score Insights feature to enhance their outreach efforts.

Given that a nonprofit staff member is preparing for a follow-up with a donor, when they view the engagement score insights, then they should be able to sort and filter donors by engagement score to prioritize their outreach.

Nonprofit staff utilizing Engagement Score Insights during a fundraising campaign to optimize their communication strategy with donors.

Given that a user is running a fundraising campaign, when they access the engagement score insights, then they should see a consolidated view of high, medium, and low engagement scores to tailor their communication plan accordingly.

Training new users on the Engagement Score Insights feature and its integration with donor communication tools.

Given that a new user is attending a training session for FundStream, when they learn about the integration feature, then they should be able to demonstrate how to access and interpret the engagement scores within their communication tool.

Monitoring user feedback and satisfaction levels regarding the integration with donor communication tools over time.

Given that users have been utilizing the Engagement Score Insights for a designated period, when feedback is collected, then at least 80% of respondents should report improved efficiency in their donor communication strategies due to the integration.

Analyzing the technical performance of the integration between FundStream and donor communication tools.

Given that the integration is live, when performance metrics are evaluated, then the system should show response times of less than 2 seconds for engagement score retrieval under normal operating conditions.

User Training and Documentation

User Story: As a nonprofit staff member, I want training materials on how to use engagement scores so that I can understand and apply this data effectively in my fundraising efforts.
Description: Create comprehensive training materials and documentation to educate users on how to interpret and utilize engagement scores effectively. This requirement will be crucial for ensuring that all staff members, regardless of technical ability, can leverage the insights provided by the engagement scores for optimal fundraising efforts. Proper training will result in more adept use of the dashboard and overall tool functionality.
Acceptance Criteria: User Training Material Accessibility

Given a user with varying technical skills, when they navigate to the training section of the FundStream platform, then they should have access to a variety of training materials including videos, guides, and FAQs that cover the use of engagement score insights.

Understanding Engagement Score Calculations

Given a user attending a training session, when they complete the session on engagement scores, then they should be able to correctly explain how the engagement score is calculated based on donor interactions and behaviors.

Using Engagement Scores for Donor Prioritization

Given a user utilizing the FundStream dashboard, when they view the engagement scores for their donors, then they should be able to effectively prioritize follow-up actions based on these scores and demonstrate an increased engagement with high-potential donors over time.

Feedback on Training Materials

Given users who have completed the training, when they are prompted for feedback, then at least 80% of users should report that the training materials were clear, informative, and helpful in understanding engagement score insights.

Updated Documentation Availability

Given a user needing guidance after the training, when they search for documentation regarding engagement scores, then they should find updated and comprehensive documentation that effectively answers common questions and provides step-by-step usage instructions.

Engagement Score Interpretation Proficiency

Given a user who has undergone training on engagement scores, when assessing a sample donor data set, then they should be able to interpret the engagement scores accurately and identify at least three actionable insights for donor engagement strategies.

Multi-Channel Outreach Options

Support for various communication channels, including email, text, and social media messaging, within the automated follow-up suite. This flexible approach enables organizations to reach donors through their preferred means of communication, enhancing engagement and response rates.

Requirements

Email Communication Module

User Story: As a nonprofit staff member, I want to send personalized email campaigns to my donors so that I can increase engagement and improve fundraising outcomes.
Description: The Email Communication Module enables nonprofits to seamlessly create and send personalized email outreach campaigns to their donor base. This module integrates with the automated follow-up suite, allowing users to design custom email templates, schedule sends, and track engagement metrics such as open and click rates. Its functionality is critical for fostering donor relationships, as it provides nonprofits with the ability to tailor their messages based on donor preferences and past interactions, thereby enhancing response rates and overall engagement.
Acceptance Criteria: As a nonprofit staff member, I need to create a personalized email outreach campaign targeting donors who contributed in the last year so that I can thank them and encourage future donations.

Given I am on the Email Communication Module, when I create a new email campaign using a custom template and select the donor segment, and then I schedule the email to be sent, then the email should be sent according to the schedule without errors and with correct segmentation.

As a nonprofit staff member, I want to track the engagement metrics of my email campaign to determine the effectiveness of my outreach efforts.

Given an email campaign has been sent, when I navigate to the tracking dashboard, then I should see accurate engagement metrics including open rates, click rates, and responses within 24 hours of sending.

As a nonprofit staff member, I want to edit a scheduled email before it is sent, so I can make last-minute changes or corrections to my outreach.

Given I have a scheduled email campaign in the Email Communication Module, when I edit the campaign details and save the changes, then the updated email should reflect those changes and maintain the scheduled send time.

As a nonprofit staff member, I need to ensure that my email templates can be customized to reflect our organization's branding and voice for effective donor communication.

Given I am creating an email template, when I access the template editor, then I should be able to customize elements such as logos, colors, fonts, and text to align with our organization's brand guidelines.

As a nonprofit staff member, I want to be able to re-send an email campaign to non-openers after a specific period to maximize donor engagement.

Given a previous email campaign has been sent, when I select the non-openers in the follow-up options, and re-send the email after a suitable delay, then the email should be delivered only to those who did not open the previous message.

As a nonprofit staff member, I want to ensure that the email campaign complies with best practices for deliverability and anti-spam regulations.

Given I create an email campaign, when I run the deliverability check before sending, then I should receive feedback on compliance issues such as spam words or missing unsubscribe options to ensure the email meets required standards.

SMS Notification System

User Story: As a fundraising coordinator, I want to send SMS notifications to donors so that I can quickly communicate important updates and reminders, improving my engagement rates.
Description: The SMS Notification System supports sending text messages to donors as part of the outreach strategy. This system allows nonprofits to communicate urgent updates, reminders about events, or personalized thank-you messages via SMS. By incorporating SMS as a communication channel, the system enhances donor accessibility and engagement, ensuring that critical information reaches donors in a timely manner. This requirement addresses the necessity for quick and effective communication, especially for time-sensitive fundraising initiatives.
Acceptance Criteria: Sending SMS Notifications for Event Reminders

Given a scheduled event, when the event date is 24 hours away, then an SMS notification should be sent to all registered donors.

Personalized Thank-You SMS Messages After Donations

Given a donor has made a donation, when the donation is processed, then a personalized thank-you SMS message should be sent within 5 minutes.

Urgent SMS Notifications for Fundraising Milestones

Given a fundraising milestone is reached, when the milestone is confirmed, then an urgent SMS notification should be sent to all donors that opted in for such notifications.

Bulk SMS Sending Capability

Given a list of donors, when a bulk SMS is initiated, then all selected donors should receive the message within 1 minute of sending.

Opt-In Management for SMS Notifications

Given a donor profile, when the donor opts in to receive SMS notifications, then the system should update the donor's communication preferences accordingly.

Error Handling for SMS Delivery Failures

Given an SMS notification fails to deliver, when the error occurs, then the system should log the error and retry sending the SMS after 10 minutes, up to a maximum of 3 attempts before notifying the administrator.

Social Media Integration

User Story: As a social media manager, I want to integrate my fundraising campaigns with social media platforms so that I can broaden our reach and engage with potential donors through their preferred channels.
Description: The Social Media Integration feature allows nonprofits to connect their outreach campaigns with various social media platforms. Users are able to publish posts, promote campaigns directly from FundStream, and engage with their donor audience in real-time. This functionality is crucial for expanding the reach of fundraising efforts, tapping into the social networks of donors, and leveraging organic engagement through shares and likes. By automating posts and tracking engagement metrics, nonprofits can optimize their social media strategy effectively.
Acceptance Criteria: Nonprofit staff schedules a social media post to promote an upcoming fundraising event directly within the FundStream platform, ensuring it is published at a predetermined time without manual intervention.

Given the user has created a fundraising event, When they schedule the post through FundStream, Then the post should be published on the connected social media platforms at the specified time without errors.

A nonprofit organization wants to engage with their audience by responding to comments on their social media posts made through FundStream, tracking engagement metrics over a period of time to analyze effectiveness.

Given the user has connected their social media accounts, When they view a post made through FundStream, Then they should be able to see engagement metrics such as likes, shares, and comments captured for that post.

A nonprofit needs to automate reminders about their fundraising campaign through different communication channels, including social media, ensuring the message reaches the donors effectively.

Given the user has set up an automated outreach campaign, When the scheduled time arrives, Then notifications should be sent out via email, text, and social media simultaneously, reaching all selected communication channels without failure.

A nonprofit wants to assess the impact of their recent social media campaign by comparing engagement metrics prior to and after the campaign launch.

Given the user accesses the analytics feature, When they select the time frame for analysis, Then they should receive a report comparing engagement metrics before and after the campaign, showing increases in engagement.

Staff members of a nonprofit want to ensure their posts adhere to best practices for social media engagement by receiving real-time feedback from FundStream before publishing.

Given the user drafts a social media post, When they initiate the 'Publish' process, Then FundStream should provide suggestions for optimizing the post's content based on engagement best practices before it is finalized.

A nonprofit organization aims to maximize their fundraising outreach by customizing messages to different donor segments on social media using FundStream.

Given the user selects specific donor segments, When they create a social media post, Then FundStream should allow them to customize the message per segment and track the response rates separately for each segment after posting.

Communication Preferences Settings

User Story: As a donor, I want to manage my communication preferences so that I can choose how and when I receive updates regarding fundraising activities.
Description: The Communication Preferences Settings allow donors to specify their preferred communication channels and frequency of contact. This customizable feature provides nonprofits with critical insights into donor preferences, ensuring that communications are sent via the methods and at the intervals that suit donors best. This function is essential for minimizing donor fatigue and optimizing engagement strategies, leading to higher satisfaction and responsiveness among supporters.
Acceptance Criteria: As a donor, I want to access my Communication Preferences Settings from my account dashboard so that I can easily customize how and when I receive updates from the nonprofit.

Given that the donor is logged in, when they navigate to their account dashboard and select 'Communication Preferences', then they should see options to choose their preferred communication channels (email, text, social media) and set frequency of communication.

As a nonprofit staff member, I need to view a summary of each donor's communication preferences to tailor our outreach strategy effectively.

Given that the staff member is on the donor management page, when they select a specific donor, then they should see a summary of that donor’s selected communication channels and frequency preferences.

As a donor, I want to update my communication preferences to ensure I receive messages in the format I prefer.

Given that the donor is on the Communication Preferences Settings page, when they change their preferred communication options and save the changes, then their preferences should be updated in the system, and a confirmation message should appear.

As a fundraising manager, I want to analyze donor communication preferences to measure the effectiveness of our outreach campaigns.

Given that the manager accesses the analytics dashboard, when they select the communication preferences report, then they should see a breakdown of donor preferences and engagement metrics related to each communication channel.

As a donor, I want to ensure that my updated preferences are respected during the next outreach campaign so that I only receive communications I opted into.

Given that the donor has updated their communication preferences, when the next outreach campaign is launched, then they should only receive messages via the selected channels and at the set frequency.

Automated Follow-up Workflow

User Story: As a fundraiser, I want to automate follow-up communications based on donor interactions so that I can maintain engagement and increase the likelihood of repeat donations.
Description: The Automated Follow-up Workflow is a comprehensive system that streamlines the process of sending follow-up communications to donors based on their interactions. It utilizes triggers such as donation actions, event participation, or specific engagement metrics to send tailored messages automatically. This workflow boosts donor retention by ensuring timely and relevant follow-ups, enhancing the nonprofit's ability to maintain and deepen relationships with supporters over time.
Acceptance Criteria: Triggering automated follow-ups based on specific donor actions such as making a donation or attending an event.

Given a donor has made a donation, when the donation is recorded, then an automated follow-up email should be sent within 24 hours thanking the donor and providing additional engagement options.

Sending multi-channel follow-ups to donors based on their communication preferences.

Given a donor has opted for text communication, when a follow-up is triggered, then the system should send a text message to the donor's registered phone number within 24 hours of the trigger event.

Customizing follow-up messages based on donor engagement history and preferred communication channels.

Given a donor has interacted with campaign materials via social media, when the follow-up is generated, then the system should personalize the message content to reference the specific social media interaction and send it through the chosen channel.

Ensuring all automated follow-ups include clear calls to action to encourage further engagement.

Given an automated follow-up message is generated, when the message is created, then it must include a clear call to action, such as a link to the nonprofit's next event or a donation page.

Tracking donor responses to automated follow-up messages to measure engagement effectiveness.

Given that an automated follow-up message has been sent, when the donor engages with the message (e.g., clicks a link), then the system should log the interaction and categorize it for future reference.

Providing reports on the effectiveness of automated follow-up workflows over different communication channels.

Given the follow-up system has been running for a month, when a report is generated, then it should include analytics on open rates, click-through rates, and response rates for each communication channel used, indicating overall engagement effectiveness.

Follow-Up Efficiency Tracker

A dashboard feature that tracks the effectiveness of follow-up communications, providing insights into open rates, response rates, and donor feedback. This allows users to refine their outreach strategies over time, ensuring continual improvement in donor relations.

Requirements

Automated Follow-Up Metrics

User Story: As a nonprofit staff member, I want to automate the tracking of my follow-up communications so that I can easily analyze their effectiveness and make informed adjustments to improve donor engagement.
Description: This requirement focuses on developing an automated system that captures and analyzes follow-up communication metrics such as email open rates, response rates, and donor feedback. The automation will reduce manual tracking efforts, ensure real-time analytical capabilities, and provide insights that help users adapt their outreach strategies effectively. By integrating this feature into the FundStream platform, users can easily access performance data on their follow-ups, allowing for smarter, data-driven decisions that enhance donor relationships and increase fundraising success.
Acceptance Criteria: User logs into the FundStream platform and navigates to the Follow-Up Efficiency Tracker dashboard to view metrics on follow-up communications after a fundraising campaign has been executed.

Given the user is on the Follow-Up Efficiency Tracker dashboard, When the user selects the 'Last Campaign' option, Then the dashboard displays the total number of follow-ups sent, open rates, response rates, and donor feedback ratings for that campaign.

A user wants to compare follow-up metrics between two different campaigns to assess which strategies were more effective in engaging donors.

Given the user is on the Follow-Up Efficiency Tracker dashboard, When the user selects two different campaigns for comparison, Then the dashboard shows side-by-side metrics including open rates, response rates, and feedback for each campaign.

The nonprofit team holds a meeting to discuss the results from follow-up communications; they need to present the effectiveness of their outreach strategy using the generated metrics.

Given the user has accessed the Follow-Up Efficiency Tracker, When the user generates a report for a selected campaign, Then the report must include data visualizations of open rates, response rates, and any donor comments organized in a clear format suitable for presentation.

Users reflect on follow-up strategies over time and want to receive timely notifications about metrics updates to optimize their outreach.

Given that the automated follow-up metrics system is active, When the follow-up communications are sent, Then users receive an email notification summarizing the key metrics such as open rates and responses within 24 hours of sending.

A user wants to ensure that the follow-up communication metrics being displayed on the dashboard are accurate and up-to-date to inform their next campaign strategy.

Given the user accesses the Follow-Up Efficiency Tracker, When they refresh the dashboard, Then the displayed metrics should reflect the latest data from the last 48 hours, ensuring real-time analytic capabilities.

An organization implements new outreach strategies and wants to track the changes in response rates after implementing these strategies.

Given the user has defined new outreach strategies and executed follow-ups through the FundStream platform, When the user reviews the metrics following the implementation, Then the response rates must show a comparison to those obtained from past strategies in a clear and understandable format.

Customizable Notification Alerts

User Story: As a user, I want to set up customizable alerts for key follow-up metrics so that I am notified about significant changes and can react quickly to improve my outreach efforts.
Description: This requirement aims to implement customizable notification alerts that inform users when specific follow-up metrics reach significant thresholds, such as low response rates or high engagement levels. These alerts will enable users to react promptly to changes in donor behavior, ensuring that they can take immediate action to refine their communication strategies. Integration with existing user interface components is necessary to allow users to set preferences for which metrics they wish to be alerted about, promoting proactive donor engagement and enhancing overall communication effectiveness.
Acceptance Criteria: User Configures Notification Alerts for Low Response Rates

Given that a user is on the customizable notification settings page, when they enter a threshold for low response rates and save their preferences, then they should receive alerts when follow-up communications fall below the specified response rate threshold.

User Receives Notification for High Engagement Levels

Given that a user has set a threshold for high engagement levels in notification settings, when the engagement level exceeds this threshold after a follow-up communication, then the user should receive a notification alerting them of the high engagement.

User Modifies Existing Notification Preferences

Given that a user wants to adjust their notification settings, when they modify an existing alert preference and save the changes, then the updated preferences should take effect immediately without any errors or delays in the system.

User Accesses Notification History Log

Given that a user is on the notification dashboard, when they click on the notification history section, then they should see a log of all alerts sent to them over the past month, including timestamps and alert details.

User Disables Specific Notification Alerts

Given that a user wants to disable a specific notification alert, when they uncheck the alert option in their notification settings and save, then the user should no longer receive notifications related to that specific alert.

User Receives Notifications via Selected Communication Channels

Given that a user has chosen their preferred communication channels (e.g., email, SMS) for notifications, when an alert is triggered, then the user should receive the notification through the selected channels without failure.

Visual Analytics Dashboard

User Story: As a user, I want to see a visual representation of my follow-up metrics so that I can quickly assess trends and make data-driven decisions to enhance my communication strategies.
Description: This requirement involves creating a visual analytics dashboard that displays key follow-up metrics in an intuitive, user-friendly format. Users should be able to view trends over time for open rates, response rates, and feedback scores through graphs and charts, facilitating easier comprehension of data. By presenting information visually, this feature will help users identify patterns and make informed decisions regarding their follow-up strategies, ultimately leading to improvements in donor relations and enhanced fundraising effectiveness.
Acceptance Criteria: Dashboard displays overall follow-up metrics to the user upon login.

Given the user is logged into the FundStream platform, when they navigate to the Follow-Up Efficiency Tracker dashboard, then it should display the overall open rates, response rates, and feedback scores on a visual graph or chart.

User can filter follow-up metrics by date range.

Given the user is on the Follow-Up Efficiency Tracker dashboard, when they select a specific date range from the filter options, then the displayed graphs and charts should update to reflect the metrics only within the selected date range.

User views trends over time for open rates and response rates.

Given the user is viewing the Follow-Up Efficiency Tracker dashboard, when they select the trend graph option, then they should see a line graph that illustrates the changes in open rates and response rates over time, allowing for visual comparison.

User interacts with the feedback scores section of the dashboard.

Given the user is on the Follow-Up Efficiency Tracker dashboard, when they hover over a point on the feedback scores graph, then a tooltip should appear showing the exact feedback score and the number of responses for that date.

User can download the follow-up metrics report.

Given the user is on the Follow-Up Efficiency Tracker dashboard, when they click the 'Download Report' button, then a CSV file containing the current follow-up metrics and filters applied should be generated and downloaded successfully.

Dashboard is responsive on multiple devices.

Given the user accesses the Follow-Up Efficiency Tracker dashboard from different devices, when they view the dashboard on a tablet or smartphone, then the layout should adjust to remain user-friendly and visually coherent on all devices.

User receives notifications for low engagement metrics.

Given the user has set threshold values for open rates and response rates, when the dashboard detects that these metrics fall below the thresholds, then the user should receive a notification alerting them of the low metrics status.

Feedback Collection Integration

User Story: As a nonprofit staff member, I want to easily collect feedback from donors after follow-up communications so that I can understand their needs and enhance future interactions based on their input.
Description: This requirement outlines the need for integrating a feedback collection mechanism within follow-up communications, allowing donors to provide their thoughts directly through the platform. This can include surveys or rating systems embedded in follow-up emails. By gathering and analyzing donor feedback, users can better understand donor sentiments, preferences, and concerns, leading to targeted improvements in their outreach and engagement strategies. The integration of this feature will provide crucial insights that foster stronger donor relationships and enhance fundraising strategy effectiveness.
Acceptance Criteria: Donors receive follow-up emails that include a feedback collection mechanism such as a survey or rating system after contributing to a fundraising campaign.

Given a donor has received a follow-up email, when they open the email, then they should see a clear and accessible feedback collection link or embedded form with at least 3 rating options or 1 survey question.

Users can view the feedback collected from donors on the Follow-Up Efficiency Tracker dashboard.

Given feedback has been collected from donors, when the user accesses the Follow-Up Efficiency Tracker dashboard, then they should see a summary of feedback, including metrics such as total responses, average ratings, and sentiment analysis.

Donors submit their feedback through the embedded mechanism in the follow-up email, contributing to the organization's understanding of donor sentiment.

Given that a donor submits feedback via the embedded form, when they click the submit button, then their feedback should be successfully recorded in the system without any errors and a confirmation message should be displayed.

Users can filter and analyze feedback based on various donor segments (e.g., new donors vs returning donors) directly from the dashboard.

Given feedback has been collected, when the user applies filters for donor segments on the dashboard, then the displayed feedback statistics should adjust accordingly to reflect the selected segment's data accurately.

Donors are reminded to provide feedback if they haven't already done so within a specified time frame after their contribution.

Given a donor has not provided feedback within 7 days of receiving the follow-up email, when the system checks for feedback, then an automated reminder email should be triggered and sent to the donor encouraging them to provide feedback.

Analytics on the effectiveness of the feedback collection mechanism are visible to users to aid in future communications.

Given the feedback collection strategy is ongoing, when the user navigates to the analytics section of the Follow-Up Efficiency Tracker, then they should see metrics for open rates, response rates, and trends in donor feedback over time.

Users can customize the feedback collection form to better suit their organizational needs and specific campaigns.

Given the user is in the settings for the feedback collection mechanism, when they create or edit a feedback form, then they should be able to add custom questions and select question types such as multiple-choice, open-ended, or rating scales.

Comparison Benchmarking Tool

User Story: As a user, I want to compare my follow-up metrics against industry standards so that I can assess my performance and identify opportunities for improvement in my donor engagement strategies.
Description: This requirement aims to develop a benchmarking tool that allows users to compare their follow-up metrics against industry standards or similar organizations. The tool would assess key performance indicators such as open rates and response rates in relation to benchmarks derived from broader data sets. This feature would empower users to evaluate their performance, identify areas for improvement, and adopt best practices to enhance their fundraising strategies. Integration with external data sources may be necessary to provide relevant benchmarking information.
Acceptance Criteria: User accessing the Comparison Benchmarking Tool to analyze their follow-up metrics against industry benchmarks after completing several fundraising campaigns.

Given the user is logged into FundStream, when they navigate to the Comparison Benchmarking Tool, then the tool should display a comparison of their follow-up metrics against relevant industry benchmarks for open rates and response rates.

User selects a specific fundraising campaign to view its performance metrics against benchmarks.

Given the user has selected a fundraising campaign, when they view the campaign's performance in the Comparison Benchmarking Tool, then the tool should provide a detailed comparison of the campaign's open rates and response rates against the established benchmarks.

User receives tailored recommendations for improving their follow-up strategies based on the benchmarking results.

Given the user has viewed their campaign metrics in the Comparison Benchmarking Tool, when they review the generated insights, then the tool should present actionable recommendations aimed at improving open and response rates based on the benchmarking data.

User exports their benchmarking analysis results for sharing with their team.

Given the user has completed their analysis in the Comparison Benchmarking Tool, when they initiate an export of the results, then the tool should provide a downloadable report formatted as a PDF or CSV that includes all relevant metrics and trends.

User examines the accuracy of the benchmarking data against internal records to ensure relevance and validity.

Given the user has accessed the Comparison Benchmarking Tool, when they compare the tool's reported metrics with their internal fundraising records, then the metrics should show a variance of no more than 5% indicating the data's accuracy and relevance.

Donor Segmentation Analysis

User Story: As a nonprofit staff member, I want to analyze donor response patterns to segment my audience so that I can tailor my follow-up strategies for better engagement and results.
Description: This requirement focuses on implementing donor segmentation analysis based on follow-up communication response patterns. By categorizing donors based on their engagement levels, response rates to follow-ups, and feedback, users can tailor their outreach efforts to specific donor segments. This feature allows for more personalized and effective communication strategies, ultimately leading to improved donor relationships and increased fundraising success. The integration will require collaboration with existing donor management tools within the FundStream platform.
Acceptance Criteria: User navigates to the Donor Segmentation Analysis dashboard after completing a follow-up communication campaign and expects to see categorized donor segments based on engagement levels and feedback received.

Given the user has completed follow-up communications, when they access the Donor Segmentation Analysis dashboard, then they should see the donors categorized into segments such as 'Highly Engaged', 'Moderately Engaged', and 'Minimally Engaged'.

A user wishes to refine their outreach strategy based on donor response rates to follow-up communications. They want to view detailed insights about engagement levels for each donor segment.

Given the user selects a specific donor segment, when they request insights for that segment, then the system must display a report showing response rates and engagement metrics related to follow-up communications.

The user wants to compare the effectiveness of different follow-up strategies on donor engagement. They will use the analytics from the results of the various outreach campaigns conducted.

Given the user has multiple follow-up campaign results, when they initiate a comparison analysis, then the system should provide insights into open rates and response rates for each campaign by segment.

A nonprofit team is preparing for a fundraising event and wants to leverage the Donor Segmentation Analysis to identify high-potential donors for targeted communication.

Given the team is preparing for an event, when they access donor segments, then the system should highlight high-potential donors based on their previous engagement levels and feedback.

A user has received feedback from donors after outreach efforts and wants to track how this feedback impacts donor segmentation in real time.

Given that donor feedback has been submitted post-communication, when the user refreshes the donor segmentation dashboard, then the system should immediately update the segments to reflect the latest feedback and engagement data.

The user needs to generate an exportable report of donor segments, including insights related to follow-up communications, for their board meeting.

Given that the user selects the 'Export' option, when they choose to export the donor segment data, then a report should be generated in a format suitable for presentation (e.g., PDF, CSV) including all relevant metrics and segmentation data.

Recurring Follow-Up Scheduler

A feature that allows users to set up automated recurring follow-up sequences for donors, ensuring consistent communication over time. This feature helps maintain ongoing relationships with donors, encouraging sustained engagement and repeat contributions.

Requirements

Automatic Recurring Follow-Up Scheduling

User Story: As a nonprofit staff member, I want to set up automated recurring follow-ups with donors, so that I can maintain ongoing communication and encourage their continued support without having to remember to reach out manually.
Description: The Automatic Recurring Follow-Up Scheduling feature allows users to create customizable follow-up schedules for individual donors or donor segments. Users can set the frequency of follow-ups (e.g., weekly, monthly) and the type of communication (e.g., emails, texts) to maintain engagement without manual interventions. This tool integrates seamlessly with the donor database, pulling in information such as past contributions, donor preferences, and engagement history to personalize follow-up messages. This ensures that communication remains relevant and targeted, ultimately enhancing donor relationships and increasing the likelihood of repeat donations.
Acceptance Criteria: User sets up a monthly follow-up schedule for a new donor after their first donation.

Given the user is on the 'Follow-Up Scheduler' page, when the user selects a donor and sets the follow-up frequency to 'monthly', then the system should create a recurring follow-up task for that donor for the next 12 months.

User wants to customize messages for different types of donor segments based on past contributions.

Given the user has identified donor segments by contribution levels, when the user configures the follow-up messages for each segment, then the system should allow the user to save different templates for follow-ups based on the segment criteria.

User needs to view all scheduled follow-up tasks for a specific donor.

Given the user selects a donor from their list, when the user navigates to the 'Scheduled Follow-Ups' section, then the system should display all upcoming follow-ups for that donor along with the scheduled dates and message types.

User wants to edit the frequency of follow-up communications after initially setting them.

Given the user wishes to modify existing follow-up settings, when the user selects an active follow-up sequence and changes the frequency to 'weekly', then the system should update the follow-up tasks accordingly without losing previous customizations.

User attempts to deactivate a recurring follow-up schedule for a donor.

Given the user is on the 'Active Follow-Ups' page, when the user selects a follow-up sequence for a donor and clicks 'Deactivate', then the system should confirm the deactivation and remove all future scheduled communications for that donor.

User integrates the follow-up scheduler with the donor database to pull personalized information.

Given the system has access to the donor database, when the user creates a follow-up schedule, then the system should automatically populate donor data such as past contributions and preferences into the follow-up message template.

User wants to receive reminders for follow-up tasks via email.

Given the user has set up follow-up reminders, when the next scheduled follow-up date approaches, then the system should send an email reminder to the user's registered email address with details about the upcoming follow-up.

Personalized Follow-Up Templates

User Story: As a nonprofit staff member, I want to utilize personalized follow-up templates for donor communication, so that I can efficiently engage with each donor in a way that makes them feel appreciated and valued.
Description: The Personalized Follow-Up Templates requirement enables users to create and customize templates for different donor relationships and engagement stages. This feature will allow users to save time by providing pre-written templates that can be automatically filled with donor-specific details, such as first names, donation amounts, and specific campaign updates. The use of templates helps maintain a professional tone and consistency while allowing for personalization, ensuring donors feel valued and recognized for their contributions.
Acceptance Criteria: User creates a personalized follow-up template for a new donor after a successful initial contribution.

Given a user is on the template creation page, When the user fills in the fields with donor details (first name, last donation amount, campaign update) and saves the template, Then the template should be saved correctly and visible in the user's template library.

User edits an existing follow-up template to adjust the messaging for seasonal campaigns.

Given a user selects an existing template for editing, When the user updates the content and saves the changes, Then the updated template should reflect the new content and remain accessible in the user's library without errors.

User sends a personalized follow-up email using a pre-made template for an event.

Given a user selects a saved template and inputs donor-specific data, When the user sends the email, Then the recipient should receive an email that correctly displays the personalized details as per the template.

User previews a follow-up template before sending it to ensure formatting is correct.

Given a user is in preview mode for a selected template, When the user clicks on the preview button, Then the user should see a formatted email that accurately represents how the email will appear upon sending.

User filters the template library to find specific follow-up templates related to past campaigns.

Given a user is in the template library, When the user applies filters based on campaign type or donor category, Then the library should display only the relevant templates based on the applied filters.

User deletes an outdated follow-up template that is no longer needed.

Given a user has selected a template for deletion, When the user confirms the deletion, Then the template should be permanently removed from the library with a confirmation message.

Donor Engagement Analytics Dashboard

User Story: As a nonprofit manager, I want to access a dashboard that shows me analytics on donor engagement after follow-ups, so that I can evaluate the effectiveness of our communication strategies and make improvements where necessary.
Description: The Donor Engagement Analytics Dashboard feature provides users with insights into the effectiveness of their follow-up strategies by showcasing key metrics such as open rates, response rates, and donor engagement levels over time. This dashboard enables nonprofit organizations to analyze which follow-up approaches are most effective and make data-driven decisions to refine their engagement strategies. Integrating this feature allows stakeholders to visually track donor interactions and adjust their communication strategies accordingly for improved overall fundraising success.
Acceptance Criteria: User views the Donor Engagement Analytics Dashboard after sending out a series of follow-up emails to assess the impact of their communication strategy.

Given the user has sent follow-up emails to donors, when they access the Donor Engagement Analytics Dashboard, then they should see metrics such as open rates, response rates, and overall engagement levels corresponding to the sent emails.

A user wants to compare the effectiveness of two different follow-up strategies over the past month using the dashboard.

Given the user selects two different follow-up strategies from the dashboard's filter options, when they apply the filter, then the dashboard should display a comparative analysis of key metrics for both strategies, highlighting which was more effective over the specified time period.

User needs to understand the trends in donor engagement over time by examining the dashboard's visual analytics.

Given the user accesses the Donor Engagement Analytics Dashboard, when they view the engagement level graph, then the graph should accurately reflect trends in donor engagement for the specified time range, allowing users to identify rising or declining engagement patterns.

An administrator requires confirmation of data accuracy on the dashboard after importing new donor engagement data.

Given the administrator has recently imported new donor engagement data, when they view the Donor Engagement Analytics Dashboard, then all reported metrics should accurately reflect the latest imported data without discrepancies.

The user wants to export donor engagement metrics from the dashboard for reporting purposes.

Given the user is viewing the Donor Engagement Analytics Dashboard, when they initiate an export of the displayed metrics, then the exported file should contain all relevant engagement data and be in a user-friendly format (such as CSV or PDF).

User expects the dashboard to load within a reasonable time frame to ensure efficient access to information.

Given the user accesses the Donor Engagement Analytics Dashboard, when the dashboard is loaded, then it should take no longer than 3 seconds to fully render all analytics and metrics on the page.

A user wants to receive alerts on significant changes in donor engagement metrics over time.

Given the user has set up alerts for key engagement metrics in the Donor Engagement Analytics Dashboard, when a significant change occurs in any tracked metric, then the user should receive a notification via email or in-app alert detailing the changes.

Multi-Channel Follow-Up Support

User Story: As a nonprofit staff member, I want to choose different communication channels for donor follow-ups, so that I can connect with donors in the ways that suit them best and increase our chances of engagement.
Description: The Multi-Channel Follow-Up Support equips users with the ability to conduct follow-ups via various channels such as email, SMS, and social media. This feature allows nonprofits to reach donors where they are most comfortable and more likely to respond. Users can select their preferred channels during the setup of recurring follow-ups and monitor responses on each platform. This flexibility enhances the chances of engaging donors effectively and driving higher levels of interaction and support.
Acceptance Criteria: User sets up a recurring follow-up sequence for a new donor using email as the primary channel.

Given a user has selected a new donor and chosen email as the communication channel, when they set up a follow-up schedule and save it, then the follow-up should be successfully created and visible in the follow-up management dashboard.

Nonprofit staff selects multiple channels for donor follow-ups including SMS and social media.

Given a user is on the recurring follow-up setup page, when they select multiple communication channels for a specific donor follow-up, then the system should allow the user to save the selection without errors and confirm the multi-channel setup is successful.

User monitors the response rate from different channels for a specified donor follow-up campaign.

Given a user has set up a recurring follow-up sequence across multiple channels, when they access the response analytics section, then the user should be able to view distinct response rates for each channel used in the campaign.

User updates an existing follow-up sequence to change the communication channel from email to SMS.

Given a user has an existing follow-up sequence set to email, when they change the channel to SMS and save the changes, then the system should update the follow-up sequence to reflect SMS as the new channel without data loss.

User schedules a follow-up sequence and receives confirmation of the setup via email.

Given a user has successfully created a recurring follow-up sequence, when they finalize the setup, then they should receive a confirmation email detailing the sequence and the selected communication channels.

User attempts to set up a follow-up sequence without selecting a communication channel.

Given a user is on the follow-up setup page, when they try to save the sequence without selecting at least one communication channel, then the system should display an error message indicating that a channel must be selected before proceeding.

User deletes an existing follow-up sequence for a donor and verifies its removal.

Given a user has an existing follow-up sequence for a donor, when they choose to delete that sequence, then the system should remove the sequence and it should no longer appear in the follow-up management dashboard.

Follow-Up History Tracking

User Story: As a nonprofit staff member, I want to be able to track the history of follow-up communications with each donor, so that I can maintain continuity in our interactions and provide personalized service.
Description: The Follow-Up History Tracking feature keeps a comprehensive record of all follow-up communications with each donor, including dates, messages sent, and donor responses. This requirement is critical for maintaining an organized record of donor interactions and ensuring continuity in communication. It enables staff members to quickly refer back to past communications when planning future follow-ups, enhancing relationship management and providing personalized attention to donors.
Acceptance Criteria: User wants to view the follow-up history of a specific donor to prepare for their next interaction and ensures that they have all relevant information.

Given a user accesses the donor management page, when the user selects a specific donor, then the Follow-Up History section displays all previous follow-up communications with that donor, including dates, messages sent, and responses.

A non-profit staff member sends a follow-up message to a donor and wants to ensure that this communication is recorded properly in the history.

Given a user sends a follow-up message using the Recurring Follow-Up Scheduler, when the message is sent successfully, then the follow-up message and timestamp are automatically recorded in the Follow-Up History for that donor.

The system should allow users to filter follow-up history records by date range or interaction type to streamline their review process.

Given a user wants to filter follow-up communications, when the user selects a date range and/or interaction type from the filtering options, then only the relevant follow-up records within that criteria are displayed.

A user attempting to view follow-up history for a donor with no prior interactions needs to be informed that there's no history available.

Given a user accesses the Follow-Up History for a donor with no documented follow-ups, when the user views this section, then a message indicating 'No follow-up history available' is displayed.

The Follow-Up History must maintain slashes and spaces in messages accurately when being recorded to ensure meaningful communications are logged.

Given a user sends a follow-up message with various characters and spaces, when this message is recorded in the Follow-Up History, then all characters, including slashes and spaces, must be accurately reflected without alteration.

A staff member updates a follow-up entry and wants to confirm that changes are reflected in the history record immediately after editing.

Given a user edits an existing follow-up entry, when the user saves changes, then the updated information should reflect in the Follow-Up History immediately without requiring a page refresh.

Predictive Performance Metrics

This feature provides users with key performance indicators (KPIs) based on historical campaign data, presenting an analytical overview of expected outcomes for future campaigns. By analyzing variables such as donor behavior, campaign duration, and engagement levels, users gain insights that facilitate data-driven decision-making, allowing for the optimization of campaign strategies.

Requirements

Historical Data Analysis

User Story: As a nonprofit fundraiser, I want to analyze historical campaign data so that I can identify trends and improve the performance of our future campaigns.
Description: This requirement focuses on the integration of a robust analytical engine that processes historical campaign data from various sources. The engine will analyze key metrics such as donor contributions, recipient engagement levels, and campaign durations to produce insights. By leveraging advanced algorithms, the system will highlight trends and provide a foundation for predictive analytics. This feature is crucial for enabling nonprofits to understand past performance, improve future strategies, and make informed decisions in their fundraising campaigns.
Acceptance Criteria: As a nonprofit manager, I want to generate performance metrics from past fundraising campaigns to understand trends and improve future strategies.

Given historical campaign data is available, when I request the predictive performance metrics, then the system should provide a report detailing key performance indicators including average donor contributions, engagement rates, and campaign durations for the last 12 months.

As a user analyzing donor behavior, I want to filter campaign data by specific demographic segments to identify patterns in contributions and engagement levels.

Given the demographic data of donors is integrated, when I apply filters for age, location, and donation history, then the system should display a refined list of campaigns with corresponding engagement and contribution metrics for those segments.

As a fundraising strategist, I want to compare the performance of multiple campaigns side-by-side to determine which strategies were more effective in driving donations.

Given I have selected multiple campaigns, when I choose to compare them, then the system should generate a visual comparison chart displaying key metrics such as total contributions, average donation per donor, and engagement rate for each selected campaign.

As a nonprofit director, I want to receive weekly updates on campaign performance to stay informed about fundraising progress and achievements.

Given the campaigns are active, when the weekly report is generated, then the system should send an email summary that includes total contributions, top performing campaigns, and key insights about donor engagement levels.

As a user accessing the analytics dashboard, I want to customize the dashboard view to focus on specific metrics that are relevant to my fundraising goals.

Given I am logged into the system, when I select the metrics I wish to display on my dashboard, then the system should save my preferences and update the dashboard to show only the selected metrics, ensuring a personalized experience.

As a nonprofit staff member, I want to visualize trends over time with graphical representations of performance indicators to quickly identify patterns.

Given that historical data has been processed, when I access the trend analysis feature, then the system should display line graphs that illustrate changes in donor contributions and engagement levels over the last year.

Real-Time Dashboard

User Story: As a campaign manager, I want a real-time dashboard of KPI metrics so that I can monitor performance and adjust strategies on the fly for better engagement.
Description: Develop a real-time dashboard that visualizes key performance indicators (KPIs) and other metrics derived from the predictive analytics model. The dashboard will provide users with an intuitive interface to monitor campaign performance visually, including graphs, charts, and alerts for important changes. This functionality allows users to stay informed and make quick adjustments to their strategies based on real-time data, greatly enhancing decision-making and responsiveness to donor behaviors.
Acceptance Criteria: User accesses the Real-Time Dashboard to monitor ongoing fundraising campaign performance.

Given a user is logged into FundStream, when they navigate to the Real-Time Dashboard, then they should see real-time updates of key performance indicators (KPIs) such as total donations, donor engagement rate, and campaign progress visualized through graphs and charts.

User receives alerts on the Real-Time Dashboard for significant changes in campaign metrics.

Given a user is on the Real-Time Dashboard, when a key performance metric changes beyond a defined threshold (e.g., a sudden drop in engagement rate), then an alert should be triggered and displayed prominently on the dashboard.

User filters the KPIs displayed on the Real-Time Dashboard according to specific campaign parameters.

Given a user is on the Real-Time Dashboard, when they apply filters such as campaign type, date range, or donor demographics, then the dashboard should refresh to display only the data relevant to those filters.

User explores historical campaign data through the Real-Time Dashboard.

Given a user is on the Real-Time Dashboard, when they select a specific campaign from the history dropdown, then the dashboard should update to present historical data such as past donations, engagement levels, and performance trends in a comparative format.

User accesses the dashboard on different devices and screen sizes.

Given a user is logged into FundStream, when they access the Real-Time Dashboard on a tablet or mobile device, then the layout should be responsive, ensuring all key performance indicators remain accessible and visually coherent.

User exports Real-Time Dashboard data for reporting purposes.

Given a user is on the Real-Time Dashboard, when they choose to export the data as a CSV or PDF, then the export should include all visible KPIs and their visual representations accurately formatted for external reporting.

Predictive Modeling Algorithms

User Story: As a data analyst, I want to leverage predictive modeling to forecast campaign outcomes so that I can provide actionable recommendations to the fundraising team.
Description: Implement predictive modeling algorithms that utilize machine learning techniques to assess potential campaign outcomes based on input variables such as past donation behaviors and engagement statistics. This requirement will enhance the accuracy of predictions provided to users, ensuring that fundraising strategies are grounded in quantifiable data. The algorithms will continuously learn from new data, enabling them to refine predictions over time, thus maximizing fundraising efforts for nonprofits.
Acceptance Criteria: User accesses the predictive modeling algorithms feature to evaluate potential outcomes for an upcoming fundraising campaign based on previous campaign data.

Given the user has entered their campaign parameters, when they request predictive insights, then the system displays accurate KPIs based on historical data for similar campaigns within three seconds.

A nonprofit staff member wants to adjust the input variables for donor engagement and monitor how these changes affect the predictive outcomes.

Given the user modifies the input variables for engagement metrics, when they save the changes and run the predictive model, then the system accurately recalculates and displays the new KPIs within five seconds.

The predictive algorithms need to learn from new campaign data to improve accuracy over time and ensure that predictions reflect the latest trends in donor behavior.

Given that new donation data is available, when the algorithms undergo a retraining process, then the predictions for future campaigns show a measurable improvement in accuracy by at least 10% compared to previous outputs, verified through user testing.

Users need to export the predictive metrics for their reports to evaluate campaign performance and strategize next steps.

Given the user requests to export the predictive metrics, when they choose the export format, then the system generates a file that contains all relevant KPIs in the selected format (e.g., CSV, PDF) within two minutes.

A user reviews the model’s performance to ensure that it is functioning correctly and providing valid insights for decision-making.

Given the user accesses the model performance dashboard, when they view the metrics and comparisons to actual campaign outcomes, then the dashboard clearly indicates the model’s accuracy score and includes visual representations of historical predictions versus actual results.

User-Friendly Reporting Tool

User Story: As a fundraiser, I want a customizable reporting tool so that I can generate performance reports tailored to our specific campaigns and donor segments.
Description: Create a user-friendly reporting tool that simplifies the generation of comprehensive performance reports based on the predictive performance metrics. This tool will allow users to customize reports according to different parameters, such as campaign, time period, or donor type. By facilitating easy access to relevant data insights, this feature will help nonprofits make strategic decisions, improve engagement tactics, and enhance overall campaign effectiveness.
Acceptance Criteria: User generates a performance report for a recent fundraising campaign to analyze its effectiveness over a specific time period.

Given that the user selects a fundraising campaign and specifies a time period, when they click on 'Generate Report', then a comprehensive report is generated and displays key performance indicators (KPIs) related to that campaign for the specified time period.

User customizes a report to include only specific donor types and engagement levels.

Given that the user is on the report generation page, when they select specific donor types and engagement levels from the available filters, then the generated report displays only the relevant information based on the user's selections.

User saves a customized report for future reference.

Given that the user has generated a customized report, when they click on 'Save Report' and name the report, then the report is saved in the user's profile and can be accessed later from the 'Saved Reports' section.

User exports a performance report to a CSV file for further analysis.

Given that the user has generated a report, when they click on the 'Export to CSV' button, then a CSV file is downloaded that accurately reflects the data shown in the report.

User views a tutorial to understand how to use the reporting tool effectively.

Given that the user clicks on the 'Help' icon on the reporting tool page, when the tutorial video plays, then the user should see clear instructions on how to utilize the different features of the reporting tool.

User seeks to compare the performance metrics of two different fundraising campaigns.

Given that the user selects two different fundraising campaigns from the dropdown menu, when they click on 'Compare Campaigns', then the tool displays a comparison report highlighting differences in KPIs between the two campaigns.

Engagement Strategy Recommendations

User Story: As a nonprofit leader, I want automated recommendations for engagement strategies based on predictive metrics so that we can maximize our fundraising potential with targeted approaches.
Description: This requirement calls for the development of a system that provides automated recommendations for engagement strategies based on predictive analytics results. By analyzing predicted donor behaviors and campaign performance data, the platform will suggest tailored approaches to engage specific donor segments effectively. This feature is essential for nonprofits looking to enhance their fundraising efforts by implementing personalized engagement tactics, ultimately driving higher donor retention and contributions.
Acceptance Criteria: User initiates a fundraising campaign and accesses the engagement strategy recommendations feature after entering campaign parameters and donor profiles.

Given a user has initiated a fundraising campaign and has valid donor profile data, when the user requests engagement strategy recommendations, then the system shall present tailored engagement strategies based on predictive analytics of similar past campaigns.

A nonprofit organization wants to evaluate the effectiveness of the engagement strategy recommendations before launching a new campaign.

Given that the user has received engagement strategy recommendations, when the user reviews the predicted outcomes for the suggested strategies, then the system shall display expected KPIs including donor retention rates and projected contributions for each recommendation.

A user updates the donor profile information and wants the engagement strategy recommendations to reflect these changes immediately.

Given the user has made changes to donor profiles, when the user refreshes the engagement strategy recommendations, then the system shall provide updated suggestions based on the new donor profile data.

A nonprofit staff member wants to compare different engagement strategies for past campaigns to determine which strategy performed better based on predicted analytics.

Given the user has access to multiple past campaign strategies, when the user selects two or more campaigns to compare, then the system shall generate a comparative report showing engagement effectiveness metrics and analytics for each selected strategy.

The user wants to receive alerts for specific engagement strategy recommendations based on real-time donor behavior insights during an active campaign.

Given a fundraiser has been launched, when significant changes in donor behavior are detected, then the system shall alert the user with suggested adjustments to the engagement strategy that can be implemented immediately.

A user provides feedback on the engagement strategy recommendations after executing a campaign to improve future suggestions.

Given the user has completed a campaign using the provided engagement strategies, when the user submits feedback regarding the effectiveness of those strategies, then the system shall log the feedback for future training of the predictive analytics model and improvement of recommendations.

Scenario Simulation Tool

This innovative tool allows users to simulate different campaign scenarios by adjusting variables like target audience, messaging, and funding goals. It visually illustrates potential fundraising outcomes, empowering campaign strategists to experiment with multiple approaches and select the most promising strategies before actual implementation, thereby minimizing risks and maximizing impact.

Requirements

Dynamic Variable Settings

User Story: As a campaign strategist, I want to adjust campaign variables like target audience and messaging to simulate different outcomes so that I can find the most effective strategy before launching my fundraising campaign.
Description: This requirement involves implementing a feature that allows users to adjust various campaign variables such as target audience demographics, messaging strategies, and funding goals within the Scenario Simulation Tool. The functionality will enable users to create customized scenarios that reflect different approaches to fundraising campaigns. By providing real-time adjustments, users can visualize how changes in strategy will impact potential outcomes. This requirement is crucial for offering a hands-on approach to campaign planning, where users can learn from simulations and apply data-driven decisions for effective fundraising efforts.
Acceptance Criteria: Allow users to customize target audience demographics for different fundraising scenarios.

Given I am on the Scenario Simulation Tool, When I adjust the target audience demographic settings and save the changes, Then the system should successfully update the target audience demographics.

Enable users to modify messaging strategies in the scenario simulation.

Given I am on the Scenario Simulation Tool, When I change the messaging strategy and initiate a simulation, Then the system should reflect the new messaging strategy in the simulation results.

Facilitate users in setting and modifying funding goals for their campaigns within the tool.

Given I have accessed the Scenario Simulation Tool, When I adjust the funding goal and run the simulation, Then the projected fundraising outcomes should update to reflect the new funding goal.

Provide real-time visualization of fundraising outcomes based on variable adjustments.

Given I have made changes to target audience, messaging, and funding goals, When I run the simulation, Then the visual output should accurately demonstrate the potential fundraising outcomes.

Allow users to save and load customized scenarios for future use.

Given I have customized a fundraising scenario, When I save the scenario and later load it, Then all variable settings should remain unchanged from when I saved it.

Ensure user interface provides intuitive guidance for adjusting variables.

Given I am using the Scenario Simulation Tool, When I hover over each variable adjustment option, Then a tooltip with brief explanations should be displayed, enhancing user understanding.

Outcome Visualization Dashboard

User Story: As a campaign strategist, I want to view visual representations of simulated fundraising outcomes so that I can easily compare different strategies and make data-driven decisions for my campaign.
Description: This requirement focuses on developing a dashboard that visually represents the results of different fundraising scenarios simulated by users. It will include graphs and charts that compare simulated outcomes based on various input variables, providing clear insights into potential performance metrics such as total funds raised, donor engagement levels, and campaign reach. This feature should enhance the user experience by allowing for quick interpretation of data and facilitating informed decision-making, ultimately leading to more successful fundraising campaigns.
Acceptance Criteria: User views the Outcome Visualization Dashboard after simulating various fundraising scenarios with different variable settings to compare potential outcomes.

Given the user has selected a specific campaign scenario and adjusted the necessary variables, when they navigate to the Outcome Visualization Dashboard, then they should see accurate visual representations (graphs and charts) of the simulated outcomes displayed clearly on the dashboard.

A user wants to compare different fundraising scenarios to decide on the best approach before launching an actual campaign.

Given the user has simulated multiple fundraising scenarios, when they view the Outcome Visualization Dashboard, then they must be able to select at least two scenarios to compare side-by-side on the dashboard, with key performance metrics highlighted, including total funds raised and donor engagement levels.

A non-technical user accesses the Outcome Visualization Dashboard and requires an easy-to-understand interpretation of the visual data presented.

Given a non-technical user is viewing the Outcome Visualization Dashboard, when they hover over any chart or graph, then a user-friendly tooltip should appear to explain the metrics being displayed in simple terms, enhancing comprehension of the data.

A user runs a fundraising simulation and intends to review the expected impacts of their selected variables.

Given the user has made selections for target audience and funding goals in the simulation tool, when they access the Outcome Visualization Dashboard, then the dashboard should automatically update to reflect the new data based on these selections, showing the potential outcomes.

The nonprofit organization needs to present the simulated fundraising outcomes to potential donors and stakeholders.

Given that the user is on the Outcome Visualization Dashboard, when they select the option to export the data, then the dashboard should allow them to download a PDF report that includes all graphs, charts, and key insights for easy sharing.

A user with varying technical skills wants to customize their view on the Outcome Visualization Dashboard.

Given that the user is on the Outcome Visualization Dashboard, when they click on customization options, then they should be able to choose different metrics and adjust chart types (e.g., bar graphs, line charts) to tailor the dashboard to their preferences.

After making changes to the simulation parameters, the user needs to refresh the data on the dashboard to see updated results.

Given the user has made changes to their simulation parameters, when they click refresh on the Outcome Visualization Dashboard, then all visual components should update within three seconds to reflect the new simulation outcomes without losing the context or previous selections.

Real-time Impact Analysis

User Story: As a nonprofit staff member, I want to receive real-time feedback on the potential impacts of my simulated campaigns so that I can adjust my strategies based on predictive analytics and historical data.
Description: This requirement entails integrating a real-time impact analysis feature that evaluates the potential effectiveness of different campaign strategies based on historical data and predictive analytics. The system will use AI algorithms to assess simulated scenarios and provide users with insights into which strategies are likely to yield the best results. Implementing this requirement will empower users to make informed decisions and refine their fundraising approaches by leveraging data from previous campaigns, ultimately enhancing the platform's overall strategic capabilities.
Acceptance Criteria: User initiates a simulation of a fundraising campaign to test different messaging and funding goals.

Given a user is logged into FundStream, when they select the Scenario Simulation Tool, and input target audience, messaging options, and funding goals, then the tool displays a simulated outcome based on historical data for each approach.

User requests real-time impact analysis for a simulated fundraising campaign.

Given a user has performed a campaign simulation, when they request a real-time impact analysis, then the system must provide insights on the predicted effectiveness and potential return on investment for each strategy within 10 seconds.

System processes multiple campaign scenarios and adjusts variables simultaneously.

Given a user inputs multiple sets of variables for different campaign scenarios, when they execute the simulation, then the system processes all scenarios and displays comparative results for effective strategies in a consolidated report.

User reviews the historical data used for the real-time impact analysis feature.

Given a user has access to the real-time impact analysis, when they view the historical data used for prediction, then the system must present accurate and relevant data points that influenced the analysis outcomes.

User accesses the help section for understanding how to use the Scenario Simulation Tool.

Given a user navigates to the help section, when they search for information related to the Scenario Simulation Tool, then the system should return detailed guidance, including examples and best practices.

User iterates on campaign strategies based on insights from real-time analysis.

Given a user has reviewed the real-time impact analysis results, when they modify their campaign strategies, then those changes should be reflected in the updated simulations and impact analysis.

Multiple users collaborate on a single campaign simulation.

Given multiple users are collaborating on the same fundraising campaign, when one user updates variables in the scenario simulation, then the system must ensure real-time updates reflect for all users involved without any data loss.

Scenario Saving and Sharing

User Story: As a campaign strategist, I want to save and share my simulated scenarios with my team so that we can collaboratively explore different fundraising strategies and make collective decisions.
Description: This requirement involves creating a feature that allows users to save their simulated campaign scenarios and share them with team members or stakeholders for collaborative planning. The functionality should include options to annotate scenarios with notes and comments, facilitating discussions around the different strategies. By enabling teamwork and collaboration, users can ensure that all voices are heard, and the most effective fundraising strategies are selected, thus fostering a culture of shared success within the organization.
Acceptance Criteria: User saves a simulated campaign scenario with specific parameters set for target audience, messaging, and funding goals.

Given a user has created a simulation with defined parameters, when they click the 'Save' button, then the scenario should be saved successfully with a confirmation message and should appear in the user's saved scenarios list.

User shares a saved campaign scenario with team members via email.

Given a user has a saved campaign scenario, when they select the 'Share' option and enter valid email addresses, then the system should send an email containing a link to the shared scenario to the specified addresses, and verify successful sharing with a confirmation message.

User annotates a saved scenario with notes and comments for collaborative discussion.

Given a user views their saved scenario, when they add notes and comments and click 'Save Changes', then the annotations should be saved and retrievable upon revisiting the scenario, ensuring collaborative input is maintained.

User attempts to save a campaign scenario without providing required parameters.

Given a user tries to save a campaign scenario without completing required fields, when they click the 'Save' button, then the system should display an error message indicating the missing fields and prevent the scenario from being saved until corrected.

User retrieves their saved scenarios from different devices or browsers.

Given a user saves scenarios on one device, when they log into their account from another device or browser, then all previously saved scenarios should be accessible and displayed correctly in the 'My Scenarios' section.

User Training and Documentation

User Story: As a new user, I want access to training materials and documentation for the Scenario Simulation Tool so that I can quickly learn how to utilize the features and maximize fundraising results.
Description: This requirement is essential for developing comprehensive user training materials and documentation on how to effectively use the Scenario Simulation Tool. The documentation should include step-by-step guides, video tutorials, and best practice tips for leveraging the tool to optimize campaign strategies. Providing users with adequate training resources will enhance user adoption and ensure that all stakeholders are competent in using the new feature, ultimately maximizing the tool's effectiveness in improving fundraising outcomes.
Acceptance Criteria: User accesses the Scenario Simulation Tool for the first time, seeking guidance on how to create a new campaign simulation.

Given a user accesses the tool for the first time, when they click on the 'Help' section, then they should see a comprehensive list of training materials including step-by-step guides and video tutorials relevant to the Scenario Simulation Tool.

User completes viewing a tutorial video and proceeds to create a campaign simulation using the guided steps provided in the documentation.

Given the user has finished watching a tutorial video, when they attempt to create a campaign simulation, then they should be able to successfully set up the simulation following the documented steps without additional assistance.

User is using the Scenario Simulation Tool and encounters an issue with understanding how to adjust the funding goals within the simulation.

Given a user encounters an issue adjusting funding goals, when they access the troubleshooting section of the documentation, then they should find clear instructions and best practices on how to modify funding goals effectively.

User requests feedback on the usefulness of the training materials provided for the Scenario Simulation Tool after completing a mock campaign.

Given a user has completed a mock campaign using the tool, when they fill out a feedback form regarding the training materials, then the feedback should indicate at least 85% satisfaction with the clarity and helpfulness of the documentation.

New users onboard onto FundStream and utilize the Scenario Simulation Tool for their fundraising campaigns.

Given new users have access to FundStream, when they complete the onboarding process, then they should receive automated notifications with links to relevant training materials specifically designed for the Scenario Simulation Tool.

User is seeking advanced strategies for better optimizing their campaign strategy using the tool over time.

Given a user is exploring advanced strategies, when they navigate to the best practice section of the documentation, then they should find at least 5 advanced tips that enhance their understanding and utilization of the Scenario Simulation Tool.

User has completed the training and implemented its strategies in an actual fundraising campaign.

Given the user has implemented strategies learned from the training, when they run their fundraising campaign, then there should be a measurable increase in engagement metrics (e.g., donor interactions) of at least 20% compared to previous campaigns run without using the tool.

Real-Time Adjustment Suggestions

Leveraging AI, this feature continuously analyzes ongoing campaign performance and compares it with historical data to provide real-time feedback. Users receive actionable suggestions for adjusting strategies mid-campaign, ensuring that they can respond quickly to evolving circumstances and donor behaviors, ultimately improving fundraising effectiveness.

Requirements

AI-Driven Data Analysis

User Story: As a nonprofit campaign manager, I want an AI tool that analyzes my campaign performance in real-time so that I can receive actionable suggestions that help me adjust my strategies and improve fundraising outcomes.
Description: This requirement involves implementing an AI-driven system that continually analyzes campaign performance data in real-time. It will utilize machine learning algorithms to identify trends and anomalies when comparing the current campaign data with historical performance metrics. The AI system will generate actionable insights and suggestions for optimizing campaigns, enabling users to make informed decisions quickly. By improving data-driven decision-making, this feature increases the overall effectiveness and efficiency of fundraising strategies, ultimately enhancing donor engagement and improving campaign results.
Acceptance Criteria: User receives real-time suggestions to adjust a fundraising campaign strategy based on current performance analytics during a live event.

Given the user is actively running a fundraising campaign, When the AI analyzes the campaign's performance data in real-time, Then the user should receive actionable suggestions within 5 minutes of the data being analyzed, which includes at least three specific adjustment recommendations.

Nonprofit staff reviews historical performance metrics to assess the effectiveness of current campaign adjustments suggested by the AI.

Given the user accesses the campaign adjustment history, When the user selects a previous campaign's performance report, Then the report must display historical metrics alongside the current adjustments, allowing users to compare the effectiveness of the adjustments in real-time.

User selects a specific time frame to view AI-driven insights that suggest mid-campaign adjustments to improve donor engagement.

Given the user has set a time frame for analysis, When they request AI insights for that period, Then the system shall return insights within 2 minutes that include at least two engagement strategies tailored to the identified donor behaviors.

The AI identifies a significant anomaly in campaign performance, prompting urgent suggestions for adjustment to mitigate potential losses.

Given the AI detects an anomaly in the campaign data, When the anomaly is confirmed, Then the system must notify the user immediately via email and dashboard alert with three suggested actions to address the anomaly.

User analyzes the effectiveness of AI-generated suggestions after implementing them during a fundraising campaign.

Given the user implements the AI suggestions, When the campaign reaches its completion, Then the user must be able to access a detailed report showing at least 25% improvement in key performance indicators compared to previous campaigns.

The AI dynamically updates suggestions throughout a multi-day fundraising event based on continuous data analysis.

Given the campaign is active over several days, When the user inputs new data or feedback, Then the AI must provide updated suggestions at least once per day based on the new information received.

The platform screens campaigns to provide personalized suggestions based on previous donor engagement data.

Given the user's campaign involves previous donors, When the AI analyzes donor history, Then it must generate at least two personalized engagement suggestions for the current campaign based on prior interactions.

Integrated User Feedback Loop

User Story: As a nonprofit staff member, I want to provide feedback on the AI suggestions I receive so that I can help improve the recommendations and ensure they align with my campaign strategies.
Description: This requirement focuses on creating an integrated feedback mechanism that allows users to provide real-time feedback on the AI suggestions they receive. The system will collect user inputs regarding the effectiveness of the suggestions, enabling the AI to refine its recommendation algorithms over time. This feedback loop is crucial for ensuring that the suggestions remain relevant and impactful, leading to continuously improving fundraising strategies while fostering a collaborative environment where users feel their input is valuable.
Acceptance Criteria: User submits feedback on AI suggestions during a live fundraising campaign.

Given that the user is logged into their FundStream account and is actively engaging with the campaign metrics, when they receive an AI suggestion, then they should have the option to provide feedback indicating whether the suggestion was effective or not, alongside an optional comment.

User receives a summary report of their feedback on AI suggestions.

Given that the user has submitted feedback on multiple AI suggestions, when they navigate to the feedback summary section, then they should see a report detailing the effectiveness of each suggestion with graphical representations of their feedback over time.

AI adjusts suggestion strategies based on collected user feedback.

Given that multiple users have provided feedback on various AI suggestions, when the feedback is analyzed by the AI system, then the system should update its recommendation algorithms to reflect the user input within the next campaign cycle.

User can view response trends on AI suggestions based on feedback.

Given that user feedback has been collected for AI suggestions, when the user navigates to the trends dashboard, then they should be able to see a visual representation of response trends over time, including effectiveness ratings and user comments categorized by suggestion type.

User receives notifications for important updates based on feedback trends.

Given that significant trends have been identified from user feedback regarding AI suggestions, when the user opens their FundStream account, then they should receive a notification summarizing key insights and suggested actions based on those trends.

User interfaces are designed for seamless feedback submission.

Given that the user is interacting with AI suggestions, when they look for feedback options, then the feedback form should be easily accessible, intuitive, and require no more than three clicks to submit their input.

User Customization Options

User Story: As a nonprofit campaign leader, I want to customize the AI suggestions I receive based on my campaign's specific needs so that I can receive tailored strategies that are more effective for my fundraising goals.
Description: This requirement entails developing a set of customization options that allow users to tailor the AI suggestions based on their specific campaign goals, audience characteristics, and fundraising strategies. Users will be able to set preferences and parameters that reflect their unique organizational needs, ensuring that the generated suggestions are relevant and actionable. By offering customization, FundStream enhances user satisfaction and effectiveness, empowering users to leverage the AI capabilities in a way that aligns closely with their overall objectives.
Acceptance Criteria: User Customizes AI Suggestions Based on Campaign Goals

Given the user is on the customization settings page, when they select their specific campaign goals from a predefined list, then the AI generates suggestions that reflect these selected goals.

User Sets Audience Characteristics

Given the user is inputting audience characteristics, when they specify parameters such as demographics and interests, then the AI adjusts its suggestions to align with the defined audience parameters.

User Defines Fundraising Strategies

Given the user has specified their preferred fundraising strategies, when these strategies are input into the system, then the AI modifies its suggestions to include tactics relevant to the chosen strategies.

User Saves Customization Settings

Given the user has made customization selections, when they click the save button, then their settings should be saved successfully, and a confirmation message should be displayed.

User Receives Real-Time Suggestions Based on Customization

Given the user has set customization options, when a fundraising campaign is actively running, then the AI provides real-time suggestions based on those settings during campaign execution.

User Edits Customization Options

Given the user is viewing their existing customization settings, when they make changes and save those changes, then the updated settings must be reflected in the AI suggestion output.

User Views Help Documentation on Customization

Given the user is on the customization options page, when they click on the help documentation link, then they should be redirected to a guide explaining how to effectively customize AI suggestions.

Performance Analytics Dashboard

User Story: As a nonprofit evaluator, I want access to a performance analytics dashboard so that I can analyze key metrics and understand the impact of our fundraising strategies, making it easier to report and plan future campaigns.
Description: This requirement involves the development of a comprehensive performance analytics dashboard that visually represents campaign performance metrics in real-time. Users will be able to view key performance indicators (KPIs), historical comparisons, and the impact of adjustments made based on AI suggestions. The dashboard will be interactive, allowing users to drill down into specific data points and generate reports. This feature will enhance users' understanding of their campaign dynamics and improve strategic planning through clear and accessible data visualization.
Acceptance Criteria: As a nonprofit staff member, I want to monitor the performance of my fundraising campaign in real-time using the analytics dashboard during a live event to ensure that I can make timely adjustments based on ongoing donor engagement.

Given that I am logged into FundStream, when I access the Performance Analytics Dashboard, then I should see real-time data updates reflecting key performance indicators of my current fundraising campaign, including total funds raised, donor engagement level, and campaign reach.

As a campaign manager, I need to view historical data directly alongside current campaign performance to evaluate the effectiveness of the adjustments I made following AI suggestions during the campaign.

Given that I have accessed the Performance Analytics Dashboard, when I select the historical comparison view, then the dashboard should display side-by-side metrics of the current campaign performance and the corresponding historical data for the same phase of previous campaigns.

As a user, I want to interact with the dashboard to drill down into specific performance metrics related to donor activity, so that I can gain insights on which segments to target for further engagement.

Given that I am viewing the Performance Analytics Dashboard, when I click on a specific donor activity metric, then I should be able to see detailed insights about that metric, including individual donor contributions, engagement trends, and segmentation data.

As a nonprofit organization, I want to generate a campaign performance report that includes both visual representations and raw data for board meetings, to provide a comprehensive overview of our fundraising efforts.

Given that I have selected the 'Generate Report' option in the Performance Analytics Dashboard, when I input the desired campaign parameters and submit, then I should receive a downloadable report that includes graphs, charts, and tabular data reflecting the performance of the selected campaign.

As a campaign coordinator, I want to receive alerts on the dashboard if the campaign's performance drops below a certain threshold, so I can react swiftly to prevent potential loss of donations.

Given that my campaign is live, when the dashboard detects that any performance metric falls below the predefined threshold, then I should receive a notification alerting me of the drop in performance, along with suggested next steps for improvement.

Automated Notification System

User Story: As a nonprofit workforce member, I want to receive automated alerts about changes in my campaign performance so that I can quickly respond to issues or opportunities and optimize fundraising efforts.
Description: This requirement involves implementing an automated notification system that alerts users when significant changes or trends are detected in their campaign data. The notifications will inform users about emerging opportunities or potential issues identified by the AI analytics, prompting timely intervention. By integrating automated alerts directly into the user interface, this feature helps organizations act swiftly to optimize their fundraising efforts, maximizing engagement with donors when it matters most.
Acceptance Criteria: User receives an automated notification when there is a significant drop in campaign donations over a 24-hour period, prompting them to investigate further or adjust their strategy accordingly.

Given that the campaign is active, When there is a decrease of more than 20% in donations within 24 hours, Then an automated notification is sent to the user indicating the drop and suggesting they review recent donor engagement strategies.

User is alerted when their campaign outperforms similar campaigns from the last year by at least 30% in donations, encouraging further investment in successful strategies.

Given that the campaign is live, When the donation amount exceeds that of similar campaigns from the previous year by 30%, Then the user receives a notification that highlights the success and suggests further enhancements for their current campaign.

When user-defined funding thresholds are met or exceeded, the user receives an automated notification prompting them to thank their donors or share campaign progress.

Given that a funding threshold is set by the user, When total donations reach or surpass the defined threshold, Then a notification is generated to remind the user to thank donors or share achievements on social media.

Users receive notifications about potential donor disengagement indicators, such as lack of communication or interaction over a specified period, signal the need for outreach.

Given an active campaign, When a donor has not interacted or opened communications for a period of 30 days, Then an alert is sent to the user suggesting to reach out to the donor to rekindle engagement.

Users are notified of potential campaign optimization opportunities based on trending donor behaviors identified by the AI analytics synthesis.

Given that the campaign is running, When AI identifies a trending strategy from historical data that could lead to increased engagement, Then an alert is sent to the user indicating the potential strategy adjustment with actionable steps.

An alert is triggered when a campaign's metrics fall below baseline performance levels established by historical data, prompting an evaluation of the campaign strategy.

Given that the campaign is active, When campaign performance dips below 10% of baseline metrics, Then an automated notification is sent to the user for review and necessary adjustments to the campaign strategy.

Users receive feedback and notifications when newly identified donor segments show increased engagement, allowing for targeted communication.

Given that the campaign is ongoing, When AI analytics identify a new donor segment with 50% higher engagement than the average, Then a notification is sent to the user with recommendations for tailored messaging to that segment.

Comprehensive Training Resources

User Story: As a new nonprofit staff member, I want access to training resources that explain how to use the real-time adjustment suggestions so that I can effectively implement the AI-driven recommendations in my fundraising campaigns.
Description: This requirement focuses on developing a set of comprehensive training resources and tutorials that assist users in utilizing the real-time adjustment suggestions effectively. The resources will cover best practices, tips for leveraging AI insights, and guided tutorials to help users understand how to interpret suggestions and implement changes in their campaigns. By providing robust training materials, FundStream ensures users can maximize the benefits of the AI-driven features, ultimately leading to more effective fundraising practices and greater user satisfaction.
Acceptance Criteria: User accesses the training resource section of FundStream and navigates through various tutorials available for real-time adjustment suggestions during an active fundraising campaign.

Given a user with access to the training resources, When they enter the training resource section, Then they should see a list of tutorials focused on real-time adjustment suggestions categorized by skill level (beginner, intermediate, advanced).

A user opens a tutorial on interpreting AI-driven suggestions in FundStream during a campaign and starts following the guided steps for implementing changes based on the suggestions.

Given a user has opened a tutorial, When they view the tutorial content, Then they should find step-by-step instructions that clearly outline how to interpret each suggestion and implement changes in real-time.

A nonprofit organization holds a training session using the comprehensive resources provided by FundStream on real-time adjustment suggestions and evaluates user comprehension after the session.

Given a group of users has completed the training session, When they take a comprehension quiz based on the tutorial content, Then at least 80% of the participants should score above 70% to demonstrate understanding of the material.

A user reviews feedback on the training materials provided by FundStream regarding real-time adjustment suggestions and provides insights for improvements.

Given the user accesses the feedback submission form for training resources, When they submit their feedback, Then their response should be recorded, and they should receive a confirmation message indicating feedback has been received successfully.

Users ask for technical assistance related to using the training resources in FundStream during an online webinar on features and resource usage.

Given users are participating in the webinar, When they pose questions about the training resources, Then the training team should provide clear and informative responses to at least 90% of the questions received.

A user attempts to access a specific training video on AI-driven suggestions but encounters a technical issue preventing playback.

Given a user requests access to a specific training video, When the video fails to play due to a technical issue, Then the system should prompt the user with an error message and suggest alternative resources or report the issue.

Success Probability Gauge

A user-friendly visualization tool that estimates the likelihood of success for upcoming campaigns based on past performance data. By presenting a clear gauge of potential outcomes, users can prioritize their focus on high-probability initiatives, efficiently allocating resources to campaigns with the highest potential for success.

Requirements

Data Integration Layer

User Story: As a nonprofit campaign manager, I want a reliable data integration process so that I can access accurate historical performance data for my campaigns and make data-driven decisions.
Description: The Data Integration Layer requirement involves creating a robust framework for aggregating and processing historical campaign performance data from various sources, including CRM systems, fundraising platforms, and email marketing tools. This integration is crucial as it lays the foundation for the Success Probability Gauge, providing accurate and comprehensive data analyses that reflect true campaign performances. By ensuring seamless data flows and implementing necessary transformations, this requirement enhances the platform's ability to deliver insightful success probabilities, ultimately leading to more informed decision-making by users. This layer will also support ongoing data updates, ensuring accessibility to the latest information when modeling success probabilities.
Acceptance Criteria: Data from multiple sources is integrated into the system to feed into the Success Probability Gauge.

Given that all data sources (CRM, fundraising, email marketing) are connected, When the integration process is initiated, Then all relevant historical campaign performance data should be aggregated without any loss of information and stored in the Data Integration Layer.

The historical data processed in the integration layer is correctly reflected in the Success Probability Gauge.

Given that the data integration is complete, When the user accesses the Success Probability Gauge, Then the displayed success probability metrics must accurately reflect the latest processed historical campaign data.

Users can perform queries to retrieve specific campaign information from the integrated data layer.

Given that the user is authenticated, When the user requests a report on specific campaigns through the system, Then the system should return accurate and relevant campaign data within 5 seconds.

The Data Integration Layer supports ongoing updates of campaign performance data.

Given that there are new campaign performance metrics available, When these metrics are uploaded via any integrated source, Then the Data Integration Layer should automatically update and reflect these metrics in less than 10 minutes.

Integration layer handles data transformation and normalization to ensure consistency across various sources.

Given that the data from various sources have different formats, When the data is processed in the Data Integration Layer, Then the data must be standardized to a common format usable by the Success Probability Gauge, without any discrepancies observed in the final metrics.

Error handling mechanisms for data integration are in place to ensure smooth operation.

Given that data from one source fails to upload, When the integration process encounters an error, Then the system should log the error details and notify the user via the dashboard with specific instructions for resolution.

The integration layer can handle simultaneous data submissions from various sources.

Given that multiple data sources are sending updates at the same time, When these updates are processed, Then all data should be integrated without errors or data loss, ensuring timely updates are reflected in the system.

Success Probability Algorithm

User Story: As a data analyst, I want an intelligent algorithm that accurately predicts campaign success so that I can recommend the best strategies to my team.
Description: The Success Probability Algorithm requirement entails developing an advanced algorithm that analyzes historical campaign data to compute the likelihood of success for upcoming campaigns. The algorithm will take into account various factors such as donor engagement, past fundraising outcomes, and market trends to provide a nuanced understanding of potential success. This feature is essential as it directly powers the Success Probability Gauge, allowing users to prioritize their efforts on campaigns with the highest probability of success. The algorithm's configuration and tuning will ensure that the output remains relevant and accurate over time, enhancing user trust in the insights provided.
Acceptance Criteria: User accesses the Success Probability Gauge to evaluate an upcoming fundraising campaign after entering all relevant campaign details and past fundraising data.

Given a user has entered historical campaign data and configured the upcoming campaign details, When they access the Success Probability Gauge, Then the system should display a success probability percentage based on the algorithm's analysis of the input data.

Nonprofit staff wants to understand how different factors affect the success probability of their upcoming campaigns.

Given a user is viewing the Success Probability Gauge, When they hover over the probability visualization, Then tooltips should display key contributing factors and their individual impact on the probability score.

A nonprofit organization has a series of campaigns, and the team wants to compare the success probabilities of each campaign for resource allocation.

Given multiple upcoming campaigns have been evaluated by the algorithm, When the user selects 'Compare Campaigns' in the dashboard, Then the system should present a comparative view of success probabilities alongside campaign details.

The algorithm needs to be tested using historical data to ensure the accuracy of the success probabilities it generates.

Given a set of historical fundraising campaigns with known outcomes, When the algorithm processes this data, Then the outputted success probabilities should accurately reflect the actual success rates within a defined error margin.

The organization wants to ensure the Success Probability Gauge updates in real-time as new data becomes available.

Given that new donor engagement or fundraising data has been input into the system, When this data is saved, Then the Success Probability Gauge should refresh within seconds to reflect the latest success probability.

Users require detailed documentation and training materials to effectively utilize the Success Probability Gauge and understand how to interpret its outputs.

Given that the Success Probability Gauge is deployed, When users access the help section or training module, Then comprehensive documentation and video tutorials should be available to guide them on best practices for using the gauge and interpreting results.

User Interface for Gauge Visualization

User Story: As a user of FundStream, I want an intuitive visual gauge of campaign success probabilities so that I can easily assess which campaigns to prioritize without needing technical skills.
Description: The User Interface for Gauge Visualization requirement focuses on designing and developing an intuitive user interface that visually represents the success probability of upcoming campaigns. This interface will include graphical elements like gauges, color coding, and labels to ensure that users can quickly interpret and understand the likelihood of success at a glance. The UI will be designed with usability in mind, catering to users with varying levels of technical expertise, ensuring that all nonprofit staff can benefit from the insights easily. By enhancing the visual representation of data, this requirement plays a critical role in elevating user experience and engagement with the platform's analytical capabilities.
Acceptance Criteria: User views the success probability gauge for an upcoming fundraising campaign in the dashboard.

Given the user accesses the FundStream dashboard when they have upcoming campaigns, when they navigate to the success probability gauge, then the gauge should be visible, clearly indicating probability levels with appropriate color coding (red, yellow, green) and labeled with the campaign names.

User interacts with the success probability gauge to understand probability data better.

Given the user is viewing the success probability gauge, when they hover over the gauge elements, then a tooltip should appear displaying detailed information about past performance data and probability percentages for each campaign.

User adjusts visual settings for the success probability gauge to meet personal or organizational preferences.

Given the user navigates to the settings menu for the dashboard, when they adjust the visual settings (size, color scheme) of the success probability gauge, then the gauge should update in real-time to reflect those changes without any loss of data or functionality.

User seeks assistance with understanding the success probability gauge interface.

Given the user accesses the help section while viewing the success probability gauge, when they click on the tutorial link for 'Understanding the Success Probability Gauge', then they should be redirected to a detailed guide that explains how to interpret the gauge values and their significance in campaign planning.

User observes the impact of changes in past performance data on the success probability gauge.

Given the user modifies past performance data for a specific campaign, when they refresh the dashboard, then the success probability gauge should automatically update to reflect the new probability estimation based on the modified data.

Real-time Analytics Dashboard

User Story: As a campaign director, I want a real-time dashboard that shows live campaign data and success probabilities, so that I can make quick adjustments to maximize fundraising efficiency.
Description: The Real-time Analytics Dashboard requirement involves creating a dynamic dashboard that provides users with real-time insights into campaign performances and success probabilities. This dashboard will aggregate and visualize data from various campaigns, enabling users to monitor progress and adjust strategies on the fly. By integrating key performance indicators (KPIs) such as donation trends and engagement metrics, users will have access to actionable insights, facilitating timely decision-making. This feature is vital for enhancing the overall functionality of FundStream, providing users with a comprehensive view of their fundraising efforts in a single location.
Acceptance Criteria: Viewing Real-time Campaign Insights on the Dashboard

Given the user is logged into the FundStream platform, when they navigate to the Real-time Analytics Dashboard, then they should see up-to-date metrics for all active campaigns including donation amounts and engagement statistics.

Interpreting Success Probability Gauge for Campaign Planning

Given the user accesses the Success Probability Gauge, when they view the projected success probabilities for their upcoming campaigns, then they must see a visual representation of success likelihood that correlates with historical data accuracy at a minimum of 80%.

Adjusting Campaign Strategies Based on Data Metrics

Given the user is on the Real-time Analytics Dashboard, when they identify a campaign with low engagement metrics, then they should be able to access suggestions for improving the campaign based on analytics insights provided by the dashboard.

Exporting Analytics Data for Reporting

Given the user is viewing the Real-time Analytics Dashboard, when they choose to export data, then they should receive a downloadable report in CSV format that includes all displayed metrics and insights.

Receiving Notifications for Significant Changes in Campaign Metrics

Given the user has enabled notifications within the FundStream platform, when there is a significant change in campaign performance metrics, then the user should receive real-time alerts via email or platform notifications.

Comparing Multiple Campaigns Side-by-Side

Given the user is in the Real-time Analytics Dashboard, when they select multiple campaigns to compare, then they should see a side-by-side visualization of key metrics like donations and engagement that allows for easy comparison.

Setting Custom KPI Thresholds for Campaign Monitoring

Given the user is on the Real-time Analytics Dashboard, when they set custom thresholds for key performance indicators, then the dashboard should visually highlight campaigns that are above or below these thresholds.

User Training and Support Material

User Story: As a nonprofit staff member, I want accessible training resources so that I can learn how to use the Success Probability Gauge effectively and apply it to improve our campaigns.
Description: The User Training and Support Material requirement involves creating comprehensive documentation and training resources that help users understand how to effectively utilize the Success Probability Gauge and its underlying functionalities. This includes user manuals, video tutorials, FAQs, and interactive training sessions designed to enhance user adoption and satisfaction. Providing high-quality training materials is essential to ensure that all users feel empowered to leverage the full potential of the platform, leading to more successful fundraising campaigns and improved outcomes for their organizations. This requirement also includes a feedback loop to continuously update materials based on user experiences and needs.
Acceptance Criteria: User accesses the User Training and Support Material for the Success Probability Gauge for the first time.

Given the user is logged into the FundStream platform, when they navigate to the User Training section, then they should find a dedicated area for the Success Probability Gauge that includes user manuals, video tutorials, and FAQs.

A user completes an interactive training session on the Success Probability Gauge.

Given a user has accessed the interactive training session, when they complete the session, then they should receive a confirmation message and a follow-up email summarizing key learnings and additional resources for further study.

Users provide feedback on the User Training and Support Material after utilizing it for a campaign.

Given users have utilized the training materials, when they submit feedback through an embedded form, then the feedback should be recorded, categorized, and reviewed biweekly for potential updates to the documentation and training resources.

A user attempts to access a video tutorial on the Success Probability Gauge.

Given the user is in the User Training section, when they click on a specific video tutorial, then the video should load and play without error, and include captions for accessibility.

The FAQs for the Success Probability Gauge are updated based on user questions.

Given users have access to the FAQs section of the Support Material, when new common questions arise, then the FAQs should be updated within one week to reflect these insights and ensure users have the latest information.

Users can easily navigate the User Training and Support Material.

Given a user is looking for training resources, when they search using keywords in the training material section, then the system should return relevant resources within three seconds, with easy access to all included materials.

Targeted Campaign Insights

This feature delivers tailored insights for specific campaigns based on patterns identified in similar past efforts. By highlighting successful tactics and common pitfalls from prior campaigns, users can refine their plans with proven strategies, enhancing the likelihood of achieving fundraising objectives.

Requirements

Campaign Pattern Recognition

User Story: As a nonprofit campaign manager, I want insights based on historical campaign data so that I can leverage proven strategies and avoid previous mistakes in my next fundraising effort.
Description: This requirement focuses on developing algorithms that analyze historical campaign data to identify successful tactics and common pitfalls. It will utilize machine learning techniques to discern patterns from past fundraising efforts and aggregate relevant data points, enabling nonprofits to understand which strategies were most effective in similar contexts. By integrating this functionality into FundStream, users will benefit from predictive insights that help them refine their campaign plans based on real-time lessons learned. This will enhance their decision-making process and increase the likelihood of reaching their fundraising goals.
Acceptance Criteria: Campaign Manager wants to access insights for a new fundraising campaign based on historical data from similar past campaigns to optimize strategy.

Given the Campaign Manager inputting the details of the new campaign, when the system analyzes similar past campaigns, then the system should display relevant insights including successful tactics and common pitfalls.

A user requests campaign insights while configuring a new fundraising campaign in the platform interface.

Given the user has completed the campaign setup, when they click on ‘Get Insights’, then the system should return insights within 5 seconds and present them in a user-friendly format.

After receiving insights, the Campaign Manager applies the recommended tactics and sets the campaign plans in motion.

Given the user implements the recommended strategies, when the campaign is launched, then the system should track the performance of these tactics and provide ongoing analytics against the predicted outcomes.

The Campaign Manager needs to evaluate the effectiveness of the insights provided by the platform after the campaign.

Given the campaign has concluded, when the Campaign Manager reviews the campaign outcomes, then they should find a report comparing actual results against suggested metrics from the insights provided.

A user reviews past campaign data to validate insights suggested by the platform before launching a new campaign.

Given the user accesses the historical campaign data, when they compare these data points with the insights provided, then they should find at least 80% accuracy in the proposed tactics.

Users want to receive notifications about insights updates for similar campaigns.

Given the user configures their notification settings, when a similar campaign is analyzed resulting in new insights, then the user should receive an email notification with key findings.

The team wants to ensure that the algorithm behind the campaign insights is performing accurately over time.

Given the historical performance of campaigns, when the insights generated from the algorithm are tested periodically, then at least 85% of the insights should correlate with successful tactics proven effective in historical data.

Tailored Recommendations Engine

User Story: As a nonprofit strategist, I want to receive tailored recommendations for my campaigns so that I can increase engagement and improve fundraising outcomes by using strategies that have previously worked well.
Description: The tailored recommendations engine will provide custom suggestions for campaign strategies based on the patterns identified in previous successful campaigns. This engine will take into account factors such as the type of campaign, target audience, and historical performance metrics to generate recommendations. By integrating this recommendation feature, FundStream will enhance user experience by offering actionable insights that align with their specific fundraising goals, enabling users to implement effective tactics that resonate with their donors and maximize fundraising potential.
Acceptance Criteria: User requests custom campaign recommendations after inputting campaign details and target audience demographics into the FundStream platform.

Given a user has access to the Tailored Recommendations Engine, when they input campaign details and target audience into the system, then the system should return at least three tailored strategies based on historical data of similar campaigns.

User reviews the recommended campaign strategies and selects one to implement.

Given the user has received tailored recommendations, when they select a recommended strategy, then the selection should be logged, and the user should be prompted with next steps for implementation.

The system tracks the performance of the implemented campaign strategy over time to analyze effectiveness.

Given the user has implemented a campaign strategy, when the campaign is running, then the system should collect performance metrics, including donations received, engagement rates, and user feedback, for reporting purposes.

User accesses historical campaign performance data to compare with current campaign metrics.

Given the user is viewing their current campaign performance dashboard, when they request historical data comparison, then the system should display previous campaign metrics side-by-side with current metrics for analysis.

User seeks assistance through the platform's help documentation while utilizing the Tailored Recommendations Engine.

Given the user is on the recommendations page, when they click on the help icon, then they should be directed to relevant documentation that outlines how to interpret and use the tailored recommendations effectively.

User receives feedback from stakeholders after presenting the recommended campaign strategies.

Given the user has shared the tailored recommendations with stakeholders, when they collect feedback, then at least 80% of the stakeholders should indicate that the recommendations are actionable and relevant to their fundraising goals.

Interactive Insights Dashboard

User Story: As a nonprofit staff member, I want to view an interactive dashboard of campaign insights so that I can easily understand and analyze previous fundraising performances to inform my future strategies.
Description: An interactive insights dashboard will be developed to visually present analytics and insights derived from past campaigns. This dashboard will allow users to explore data in a user-friendly format, using graphs, charts, and filters, enabling them to easily navigate through different aspects of their campaigns’ performances. The dashboard will provide real-time updates and highlight key performance indicators, making it easier for nonprofit staff to glean insights quickly and adjust their strategies accordingly, thereby improving their chances of success in fundraising efforts.
Acceptance Criteria: User accesses the Interactive Insights Dashboard for the first time to review past campaign performances and seek strategic insights for an upcoming fundraiser.

Given the user navigates to the Interactive Insights Dashboard, when the dashboard loads, then it displays an overview of at least five key performance indicators with the last campaign data available for comparison.

A user filters the insights on the dashboard to only display data from campaigns that targeted social media outreach engaging under 500 donors.

Given the user applies the filter for campaigns under 500 donors, when the filter is activated, then the dashboard refreshes to display only relevant campaigns, highlighting their performance metrics in real-time.

A user wants to analyze the success of fundraising strategies utilized in previous campaigns to inform a new campaign's planning.

Given the user selects a specific past campaign from the Interactive Insights Dashboard, when the user clicks on 'Analyze Strategies', then it should display all successful tactics and pitfalls associated with that campaign in a clear, concise manner with actionable recommendations.

The nonprofit staff requires immediate insights on performance metrics post-campaign to assess effectiveness and areas for improvement.

Given that a user accesses the Dashboard after a campaign has concluded, when the user requests a real-time update, then the dashboard provides a compiled report summarizing campaign performance, including successes and areas for improvement, within a minute.

The organization is preparing for a quarterly meeting and needs to visualize fundraising trends over the last three months using the insights dashboard.

Given the user selects the trend analysis feature, when the user specifies a three-month period, then the dashboard visually presents a line chart depicting fundraising trends over the selected period, highlighting increasing or decreasing patterns.

A user encounters a problem while trying to download the insights featured in the dashboard for offline analysis.

Given the user clicks the 'Download Insights' button, when the download is successful, then the user receives a formatted CSV file containing all selected insights without errors.

Automated Reporting Tools

User Story: As a nonprofit director, I want to receive automated reports summarizing campaign insights so that I can save time on reporting and focus on strategic planning for fundraising.
Description: The automated reporting tools will generate comprehensive reports based on the analysis of previous campaign insights. These reports will summarize key findings, highlight successful strategies, and outline areas for improvement. The automation will save time for nonprofit staff, allowing them to focus more on crafting and executing fundraising strategies instead of manually compiling reports. The functionality will include customizable report formats and the ability to share insights directly with team members, enhancing collaboration and informed decision-making across the organization.
Acceptance Criteria: User generates a comprehensive report for a recent fundraising campaign using automated reporting tools.

Given the user has selected a fundraising campaign from the past year, when they click on the 'Generate Report' button, then a comprehensive report should be created that includes key findings, successful strategies, and areas for improvement.

User customizes the report format for different stakeholders in their nonprofit organization.

Given the user accesses the 'Customize Report' feature, when they select different formatting options and save them, then the system should reflect these changes in the generated reports without errors.

User shares a generated report with team members via email.

Given the user has generated a report, when they input team members' email addresses and click 'Share', then each team member should receive the report in their inbox with no delivery failures.

User reviews the generated report for accuracy and completeness of data before sharing.

Given the user has opened the generated report, when they check each section of the report, then all data points should match the analyzed campaign data without discrepancies.

User expects the automated reporting to save time compared to manual reporting processes.

Given the user initiates the automated reporting feature, when they compare the time taken to generate this report with previous manual reports, then the automated process should be at least 50% faster.

User updates the reporting tool with new metrics based on feedback from stakeholders.

Given the user is in the settings of the reporting tool, when they add new metrics and save the changes, then the system should incorporate these metrics into future reports without errors.

User accesses the reporting tool on different devices (desktop and mobile).

Given the user is logged into the FundStream platform, when they access the reporting tool on any device, then the user interface should be consistent and fully functional across all devices.

User Feedback Integration

User Story: As a campaign coordinator, I want to provide feedback on campaign recommendations so that I can help improve the system's accuracy and relevance of future insights tailored to our nonprofit's needs.
Description: Integrating user feedback into the insights generation process will allow nonprofits to refine the effectiveness of the recommendations provided by FundStream. This feature will collect and analyze user experiences with the suggested tactics and strategies, which will then be fed back into the system to enhance future recommendations. The inclusion of user feedback ensures that FundStream remains adaptive to the changing needs of its users, cultivating a dynamic learning environment that continually improves fundraising strategies and outcomes based on direct input from users.
Acceptance Criteria: User Feedback Submission Process for Insights Generation

Given a nonprofit user, when they complete a campaign and access the feedback form, then they can successfully submit their insights on the effectiveness of the suggested tactics used during the campaign. The feedback must include at least one positive experience and one area for improvement.

Automated Feedback Analysis and Integration

Given the user feedback has been submitted, when the system processes the feedback, then the integrated feedback should be reflected in the insights generated for the next campaign within 48 hours, enhancing the recommendation engine's effectiveness based on this input.

User Interface for Feedback Mechanism

Given a user is on the insights dashboard, when they click on the 'Provide Feedback' button, then they should be directed to a simple and intuitive feedback form that is accessible and easy to understand, allowing for rapid completion of feedback submission.

Notification of Feedback Implementation

Given that user feedback has resulted in modifications to the recommendation engine, when a nonprofit user logs in for their next campaign, then they receive notifications detailing the changes made based on their feedback and how it will improve their experience.

Feedback Effectiveness Assessment on Future Recommendations

Given that feedback has been integrated into the recommendation system, when comparing campaigns before and after feedback implementation, then there should be a measurable improvement in campaign performance metrics (such as funds raised or donor engagement rates) by at least 20%.

Data Security in User Feedback Collection

Given a nonprofit user submits feedback, when the submission is processed, then all feedback data must be stored securely in compliance with relevant data protection regulations, ensuring that personal information is protected.

Data-Driven Campaign Timeline

An integrated feature that provides suggested timelines for campaign launches based on historical data analysis. Users can visualize the optimal times to engage donors and push communications, improving the timing and relevance of outreach efforts to maximize fundraising potential.

Requirements

Historical Data Analysis

User Story: As a nonprofit campaign manager, I want to analyze historical fundraising data so that I can determine the best times to launch my campaigns and improve donor engagement.
Description: This requirement focuses on the capability to analyze historical fundraising data to determine optimal campaign launch times. By aggregating data from past campaigns, the system will utilize machine learning algorithms to identify patterns and trends that indicate peak engagement periods. The benefit of this functionality includes improved decision-making for campaign timing, leading to increased donor engagement. By integrating this analysis within FundStream, users can more effectively plan their outreach strategies, thereby maximizing fundraising potential and increasing overall campaign success rates.
Acceptance Criteria: User views the historical data analysis dashboard to assess past fundraising campaigns and derive insights.

Given the user is on the historical data analysis dashboard, when they select a specific past campaign, then they should see detailed engagement metrics including peak engagement times.

User generates a report based on historical fundraising data to understand the optimal times for launching future campaigns.

Given the user requests a report for campaign launch timings, when the report is generated, then it should include recommendations for the next three optimal launch periods based on historical data.

User receives automated suggestions for campaign launch dates after inputting new campaign specifics.

Given the user has entered details of a new fundraising campaign, when they request suggestions for launch dates, then they should receive a list of date options along with justification based on historical engagement trends.

User integrates the suggested campaign timelines into the FundStream campaign planner.

Given the user has received suggested timelines, when they choose a date from the suggestions, then it should be automatically populated into the campaign planning tool without requiring additional input.

User evaluates the impact of following historical data suggestions on recent fundraising campaign success.

Given the user has launched a campaign based on historical data suggestions, when they analyze the campaign performance metrics post-launch, then they should observe a measurable increase in donor engagement compared to previous campaigns not using suggestions.

User accesses the historical data analysis functionality from the campaign management section of FundStream.

Given the user is in the campaign management section, when they click on the historical data analysis link, then they should be navigated to the insights dashboard without any errors.

Campaign Timeline Visualization

User Story: As a nonprofit staff member, I want to visualize suggested campaign timelines so that I can easily plan my outreach and engagements with donors effectively.
Description: This requirement entails the development of a user-friendly interface for visualizing suggested campaign timelines based on analyzed data. Users will be able to see graphical representations of suggested launch dates, peak engagement periods, and communication milestones. This visualization tool helps users easily understand when to initiate their campaigns and schedule outreach efforts, ultimately enhancing user experience by simplifying complex planning processes. Additionally, it serves to align campaign efforts with optimal donor engagement strategies to maximize fundraising outcomes.
Acceptance Criteria: Campaign Timeline Visualization for Direct Mail Fundraising Campaigns

Given a user accesses the Campaign Timeline Visualization interface, when they select a direct mail fundraising campaign, then the system should display suggested launch dates and peak engagement periods based on historical data and user inputs.

Real-time Adjustment of Campaign Timelines

Given a user views their campaign timeline, when they make changes to the campaign parameters (such as budget or target donor group), then the system should automatically adjust and display updated suggested timelines and engagement periods based on the new data.

Engagement Metrics Overlay in Visualization Tool

Given a user is viewing the suggested campaign timeline, when they hover over specific dates, then the system should display key engagement metrics (like past donor response rates) relevant to those dates, allowing users to make informed decisions about launch timing.

User Accessibility Features in Timeline Visualization

Given a user with varying levels of technical skills accesses the tool, when they interact with the timeline visualization, then the interface should provide tooltips and a help section that explains key features and suggested actions in simple terms to enhance usability.

Exporting Timeline Visualizations for Team Collaboration

Given a user finalizes a campaign timeline, when they select the option to export the visualization, then the system should allow the user to download a PDF or image file of the timeline that can be shared with team members for collaboration.

Mobile Usability Testing of Campaign Timeline Visualization

Given a user accesses the Campaign Timeline Visualization from a mobile device, when they log in and navigate to the timeline, then the system should provide a fully responsive design that maintains functionality and clarity of the display across various mobile screen sizes.

Feedback Mechanism on Suggested Timelines

Given a user reviews the suggested campaign timelines, when they submit feedback about their experience or accuracy of the timeline, then the system should record the feedback for future analysis and potentially improve suggested timelines based on aggregate user inputs.

Automated Notifications for Campaign Planning

User Story: As a campaign manager, I want to receive automated notifications about optimal campaign planning times so that I can stay informed and ensure my fundraising efforts are timely and effective.
Description: This requirement covers the creation of an automated notification system that alerts users about optimal campaign launch times based on the analysis of the historical data. Users will receive reminders and suggestions for upcoming campaigns, deadlines for communications, and actions to take to ensure they maximize donor engagement. This automation minimizes the risk of missed opportunities and helps staff stay on track with their fundraising calendar, contributing to smoother operation and improved campaign effectiveness.
Acceptance Criteria: User receives a notification 7 days before the recommended campaign launch date based on historical data, reminding them to prepare for the campaign.

Given the campaign launch date is optimized from historical data, when the date is 7 days away, then the user should receive an automated email notification.

User is alerted about a campaign deadline 14 days before important communication actions, ensuring timely outreach to donors.

Given the campaign timeline includes important communication actions, when the date is 14 days away, then the user should receive a reminder notification through the platform interface.

User can view suggested recommended timelines for upcoming campaigns, shown visually on the campaign planning dashboard.

Given the user is on the campaign planning dashboard, when they check the upcoming campaign section, then they should see a graphical representation of suggested timelines based on historical data.

User can opt-in or opt-out of automated notifications about campaign timelines and deadlines according to their preferences.

Given the user is in the notification settings, when they opt-in or opt-out of notifications, then their preferences should be saved and reflected in future notifications.

User can edit the campaign date after receiving a notification, and the system updates future notifications accordingly.

Given the user edits the campaign date after receiving a notification, when they save the new date, then the system should regenerate and send new notifications based on the updated timeline.

User can provide feedback on the helpfulness of the notification system to continuously improve service effectiveness.

Given the user has received a notification, when asked to provide feedback on the relevance of the notification, then the submitted feedback should be logged for future reviews.

The notification system should integrate seamlessly with existing calendar applications used by the nonprofit staff.

Given the user has linked their calendar application, when they receive a campaign notification, then the notification should automatically sync to their calendar on the scheduled date.

Integration with Donor Engagement Tools

User Story: As a fundraising coordinator, I want the campaign timeline feature to integrate with our donor engagement tools so that I can seamlessly execute my outreach strategies based on optimal timing.
Description: This requirement involves integrating the campaign timeline feature with existing donor engagement tools within FundStream. By ensuring compatibility with these tools, users can quickly act upon the insights provided by the timeline feature in their campaigns. This integration enhances the efficiency and impact of outreach efforts by allowing staff to personalize communications based on suggested timelines, thus fostering stronger relationships with donors and improving retention rates.
Acceptance Criteria: User integrates the campaign timeline feature with an email marketing tool to schedule outreach communications based on suggested launch dates.

Given that the user has selected an email marketing tool from the list of integrated donor engagement tools, When the user schedules an email campaign based on the suggested timelines, Then the emails should be automatically scheduled to send on the correct dates as per the timeline recommendations without any manual adjustments required.

Nonprofit staff reviews suggested timelines for a fundraising campaign and decides to adjust their engagement strategy based on the recommendations provided by the campaign timeline feature.

Given that the user is viewing the campaign timeline, When the user selects a specific timeline suggestion and modifies their outreach plan, Then the updates to campaign communication strategies should reflect immediate adjustments in the timeline feature, ensuring accurate representation of new dates and activities.

A user wants to analyze the effectiveness of donor engagement strategies that were enhanced by integrating the campaign timeline with existing tools.

Given that the user has completed a campaign utilizing the timeline suggestions, When the user accesses the campaign analytics dashboard, Then the reporting should clearly show the engagement metrics before and after the campaign implementation, including donor response rates, average donation amounts, and changes in donor retention.

A nonprofit staff member receives notifications for upcoming engagement activities based on the optimal donor engagement periods suggested by the campaign timeline feature.

Given that the user has set notification preferences in the FundStream account settings, When the optimal engagement periods are approaching as suggested by the campaign timeline, Then the system should send timely notifications via the chosen communication channels to alert the user about upcoming activities.

Multiple users from a nonprofit collaborate to set up a fundraising campaign using the integrated tools and timeline feature, ensuring everyone is aligned on communications.

Given that multiple users are part of the campaign management team, When one user updates the campaign timelines, Then all other team members should be automatically informed of the changes in real-time within the FundStream platform.

Feedback Loop for Timeline Accuracy

User Story: As a campaign manager, I want to provide feedback on the suggested campaign timelines so that the system can learn and improve its suggestions for future campaigns.
Description: This requirement is focused on establishing a feedback mechanism that allows users to provide insights on the effectiveness of the suggested campaign timelines after campaign completion. Users can report back on engagement metrics and overall campaign success, which will help refine the algorithm and improve future suggestions. This continuous improvement loop ensures that the feature becomes more effective over time, ultimately increasing the success rates of fundraising campaigns and enhancing user satisfaction with the platform.
Acceptance Criteria: Feedback Submission After Campaign Completion

Given that a user has completed a fundraising campaign, when they access the feedback form, then they should be able to submit engagement metrics and overall campaign success data through the platform.

Automated Data Analysis for Feedback

Given the user has submitted feedback on the campaign, when the feedback data is processed, then the system should automatically analyze this data to identify trends in campaign success based on suggested timelines.

User Notification of Feedback Incorporation

Given that the feedback has been analyzed, when the next campaign timeline suggestions are generated, then the user should receive a notification indicating that their previous feedback has been incorporated into the new suggestions.

Feedback Accessibility for Historical Reference

Given that a user has submitted feedback on previous campaigns, when they view their feedback history, then they should be able to see all metrics submitted and how the suggestions may have changed over time.

User Satisfaction Rating After Timelines Adjusted

Given that a user with revised timeline suggestions has initiated a new campaign, when they provide a satisfaction rating after the campaign, then the system should accurately capture and record this feedback for future improvements.

Real-Time Feedback on Suggested Timelines

Given that a user is viewing suggested timelines for an ongoing campaign, when they provide feedback on the relevance of these timelines, then the system should save this input in real-time to enhance future suggestions.

Benchmark Comparison Tool

This feature enables users to compare the predicted outcomes of their campaigns against industry benchmarks and historical performance data. By contextualizing their campaign predictions, users can identify areas for improvement and set realistic goals, enhancing strategic planning and resource allocation.

Requirements

Benchmark Data Integration

User Story: As a fundraising manager, I want to automatically access industry benchmark data so that I can compare my campaign performance against relevant standards to improve my strategies.
Description: The Benchmark Data Integration requirement entails the ability to seamlessly connect FundStream with external benchmark datasets and industry-specific performance metrics. This integration will allow the platform to automatically access up-to-date benchmarking data, ensuring that users have relevant and contextual information readily available. By leveraging this data, users can critically assess their fundraising campaigns against industry standards, bolstering strategic planning and performance evaluation. This feature is crucial as it provides the foundational data necessary for the Benchmark Comparison Tool to deliver accurate insights and comparisons, thereby enhancing user confidence in their campaign strategies.
Acceptance Criteria: Integration of benchmark datasets into FundStream platform during initial setup process.

Given the user has access to the Benchmark Data Integration feature, when they enter the API keys for the external benchmark datasets, then the system should successfully connect to the data source and confirm the integration is complete via a success notification.

Accessing and retrieving benchmark data for fundraising campaign comparisons.

Given the benchmark data is successfully integrated, when the user selects a specific fundraising campaign and requests benchmark data comparison, then the system should display updated benchmarks relevant to the selected campaign within 5 seconds.

Handling errors in benchmark dataset integration due to invalid API keys.

Given the user enters invalid API keys for the benchmark data integration, when they attempt to connect to the external dataset, then the system should display an error message detailing the issue and suggest corrective actions.

User training on how to utilize the Benchmark Comparison Tool post data integration.

Given the benchmark data is integrated, when the user accesses the training module for the Benchmark Comparison Tool, then they should find instructional content that outlines how to interpret the benchmarking data and successful implementation steps in less than 3 clicks.

Real-time updates of benchmark data in FundStream platform.

Given that the integration is functioning correctly, when the benchmark datasets are updated externally, then FundStream should automatically reflect these updates within 24 hours and notify users.

Evaluating the user experience when accessing benchmark comparisons from the dashboard.

Given the user is logged into FundStream, when they navigate to the dashboard and request benchmark comparisons, then the system should load the benchmark comparison tool within 3 seconds with no errors in display.

Comparing campaign predictions with industry benchmarks effectively.

Given that the user has selected a specific campaign and the benchmark data is available, when the user initiates a comparison analysis, then the system should generate a report showcasing a clear visual representation of predicted vs. benchmark outcomes within 10 seconds.

Automated Campaign Prediction Model

User Story: As a campaign coordinator, I want to receive automated predictions for my fundraising campaign outcomes so that I can set realistic goals and allocate resources effectively.
Description: The Automated Campaign Prediction Model requirement focuses on the development of an algorithm that predicts potential outcomes of fundraising campaigns based on historical data, donor behavior, and current market trends. This predictive model should operate in real-time, providing users with forecasted results and suggestions for optimizing their campaigns. The model's functionality is essential for enhancing the Benchmark Comparison Tool, as it allows users to set measurable goals based on informed projections. The implementation of this requirement will lead to better resource allocation and improved fundraising success rates by aligning user efforts with realistic expectations based on data-driven insights.
Acceptance Criteria: User wants to predict the expected outcomes of their upcoming fundraising campaign using the Automated Campaign Prediction Model.

Given that the user inputs historical data and current market trends, when they request a campaign prediction, then the model should generate a forecast that includes expected donation amounts and engagement metrics relevant to their campaign.

User adjusts parameters within the Automated Campaign Prediction Model to simulate different campaign strategies.

Given that the user modifies at least one parameter in the prediction model, when they apply those changes, then the model should update the forecast results in real-time to reflect the new inputs and provide insights on potential outcomes.

User wants to compare their campaign's predicted outcomes against industry benchmarks using the Benchmark Comparison Tool.

Given that the model has generated predicted outcomes for the user’s campaign, when the user accesses the Benchmark Comparison Tool, then they should see a comparative analysis that highlights their predictions against relevant industry benchmarks and previous campaign performances.

User seeks guidance on optimizing their fundraising strategy based on the predictions from the Automated Campaign Prediction Model.

Given that the prediction model has completed its analysis, when the user reviews the recommended strategies, then they should receive actionable insights that are tailored to their specific predictions and historical performance data.

User wishes to monitor real-time changes in campaign predictions as new donor data is entered into the system.

Given that the user enters new donor data into the system, when the data is saved, then the Automated Campaign Prediction Model should automatically reevaluate the predictions and update them in real-time without manual intervention.

Users want to evaluate the accuracy of the Automated Campaign Prediction Model after completing a fundraising campaign.

Given that a campaign has concluded, when users compare the actual outcomes with the predicted values from the model, then a detailed report should be generated that outlines the accuracy of the predictions and suggests areas for improvement in future campaigns.

Nonprofit managers want to ensure that the Automated Campaign Prediction Model is compliant with data privacy regulations.

Given that the prediction model utilizes historical donor data, when the model is reviewed for compliance, then it should demonstrate adherence to all applicable data privacy laws and regulations, ensuring donor data is handled securely and ethically.

User-Friendly Visualization Dashboard

User Story: As a nonprofit staff member, I want a visual dashboard that displays my campaign benchmarks and predictions clearly, so that I can quickly understand my performance and make data-driven decisions.
Description: The User-Friendly Visualization Dashboard requirement specifies the creation of an interactive, intuitive dashboard that visually represents the benchmark comparisons and campaign predictions. This dashboard will feature charts, graphs, and other visual aids to present complex data in an easily digestible format. Users will be able to customize their views to focus on specific metrics that are relevant to their fundraising goals. This requirement is crucial as it enhances user engagement with the Benchmark Comparison Tool, making it simpler for users to interpret data and derive actionable insights, ultimately leading to more informed decision-making in fundraising efforts.
Acceptance Criteria: Users can easily access the dashboard from the main menu without assistance.

Given the user is logged into FundStream, when they navigate to the main menu and select the 'Benchmark Comparison Tool', then the User-Friendly Visualization Dashboard should load within 3 seconds without errors.

Users can customize their dashboard view to focus on specific fundraising metrics of their choice.

Given the User-Friendly Visualization Dashboard is open, when the user selects the 'Customize View' option, then they should be able to select and apply filters for at least 5 different fundraising metrics.

Users can interpret the data presented in the dashboard without requiring additional resources or support.

Given the dashboard is displaying benchmark comparisons, when the user views the visual aids (charts/graphs), then they should understand the represented data and trends without external assistance as verified by a user survey.

The visual aids should accurately represent the underlying data in a meaningful way.

Given the data is updated, when a user views any chart or graph on the dashboard, then the visual aid should reflect the correct data points and metrics as per the latest campaign results.

Users can compare their campaign predictions against historical performance data using the dashboard.

Given the dashboard is in use, when the user selects a specific campaign, then they should be able to view a side-by-side comparison of their predicted outcomes against at least 3 years of historical performance data.

The dashboard should be responsive and work seamlessly on both desktop and mobile devices.

Given the user accesses the dashboard on any device, when they resize the browser or use a mobile view, then all components of the User-Friendly Visualization Dashboard should adjust accordingly without losing functionality or visual integrity.

Peer Comparison Feature

User Story: As a nonprofit leader, I want to see how my campaign performance stacks up against similar organizations, so that I can adopt effective strategies and improve my fundraising efforts.
Description: The Peer Comparison Feature requirement encompasses the development of functionality that allows users to compare their campaign performance against similar nonprofits. By analyzing campaigns within comparable organization types and sizes, users will gain insights into their performance relative to peers, thereby understanding their standing in the nonprofit landscape. This feature will help identify best practices and strategic opportunities that may not be apparent through general benchmarking. Implementing this requirement will enhance the Benchmark Comparison Tool's value proposition, empowering users to refine their approaches based on peer outcomes and trends.
Acceptance Criteria: As a nonprofit campaign manager, I want to use the Peer Comparison Feature to evaluate my campaign's performance against similar organizations after completing a fundraising campaign, so that I can understand how my results compare to those of my peers in the sector.

Given that the user has access to campaign data, when they initiate the Peer Comparison Feature, then the tool should display performance metrics of comparable nonprofits side by side with the user's campaign results.

As a user of the Benchmark Comparison Tool, I need to select parameters for comparisons, such as organization type and campaign size, to ensure that the data I analyze is relevant and meaningful.

Given that the feature is loaded, when the user selects filters for organization type and size, then the system should only display peer organizations that fit the selected criteria.

As a fundraising coordinator, I want to receive insights based on the Peer Comparison results, so that I can identify strengths and weaknesses in my campaign strategy compared to peers.

Given that the user views the comparison report, when the comparison data is displayed, then the tool should highlight both areas where the user's campaign exceeds peer benchmarks and areas for improvement.

As a nonprofit data analyst, I want to export the peer comparison data into a report for further analysis and presentation, so that I can share findings with stakeholders.

Given that the user requests to export the comparison data, when the export button is clicked, then the system should generate a downloadable report in a PDF format that includes all relevant metrics and visualizations.

As a nonprofit leader, I want to receive alerts when industry benchmarks change significantly, so that I can adjust my strategies accordingly and remain competitive.

Given that the benchmarking data updates, when there is a significant change in industry benchmarks, then the system should automatically notify the user via email or in-app notification about the new benchmarks.

As a campaign manager, I need to view historical comparison data in the Peer Comparison Feature to assess if performance improvements are sustainable over time.

Given that the user accesses the Historical Comparison option, when they select a past campaign, then the system should display the historical performance metrics alongside the current campaign performance for comparison.

Real-Time Data Updates

User Story: As a fundraising analyst, I want to receive real-time updates on benchmark and campaign data, so that I can ensure my strategies are based on the most current information available.
Description: The Real-Time Data Updates requirement focuses on ensuring that all data related to benchmark comparisons and campaign predictions are refreshed regularly and reflect current trends. The updates should occur automatically through backend integrations with data sources, ensuring that users access the most current and relevant data without manual intervention. This requirement is vital for maintaining the accuracy and reliability of the insights provided by the Benchmark Comparison Tool, as out-of-date information could lead to misinformed decisions. Implementing this feature will significantly enhance the tool's credibility and utility for users who are continuously adapting their strategies in a dynamic fundraising environment.
Acceptance Criteria: User accesses the Benchmark Comparison Tool to analyze their campaign predictions after receiving the latest updates from the data sources.

Given that the user has opened the Benchmark Comparison Tool, when they refresh the data view, then the tool should display the latest benchmark data and campaign predictions reflecting real-time updates within 5 seconds.

A nonprofit organization prepares a campaign strategy meeting and needs to ensure all team members are working with the most current data available.

Given that the organization has scheduled a campaign strategy meeting, when they check the Benchmark Comparison Tool, then all displayed data should be up-to-date with the latest benchmarks and historical performance data without any manual refresh needed.

A user receives an alert regarding significant changes in fundraising trends that may affect their campaign predictions.

Given that the user has enabled real-time alerts in their settings, when there are changes in industry benchmarks that affect their campaign predictions, then the user should receive an alert notification within 10 minutes of the data being updated.

An organization runs multiple campaigns and needs to compare their performance against industry benchmarks for each campaign in real-time.

Given that the user selects multiple campaigns to analyze, when they access the comparison view, then the tool should automatically refresh and display real-time performance data side-by-side with current industry benchmarks for each selected campaign.

A user interacts with the Benchmark Comparison Tool daily to monitor their campaign's performance metrics.

Given that the user logs into the system daily, when they navigate to the Benchmark Comparison Tool, then the data presented should reflect all updates processed in the last 24 hours, ensuring accuracy and relevance.

A user attempts to generate a report from the Benchmark Comparison Tool for board presentation.

Given that the user initiates a report generation, when the user selects the options for benchmarks and predictions, then the report generated should include the most recent data available, with a timestamp indicating when the data was last updated.

Volunteer Dashboard

A centralized dashboard that provides an overview of all volunteer activities, assignments, and participation levels. This feature enables Coordinators to easily monitor engagement, track attendance, and assess the impact of volunteer contributions in real-time, fostering better management and communication.

Requirements

Real-time Engagement Tracking

User Story: As a Volunteer Coordinator, I want to track volunteer engagement in real-time so that I can quickly identify absenteeism and adjust assignments to ensure effective participation.
Description: This requirement facilitates real-time monitoring of volunteer engagement, allowing coordinators to see attendance, active hours, and overall participation trends. By integrating a live data feed into the Volunteer Dashboard, coordinators can rapidly assess who is participating, identify engagement gaps, and adjust volunteer strategies accordingly. This feature will streamline the oversight process, improve communication with volunteers, and ultimately enhance the effectiveness of volunteer efforts by portraying an accurate representation of their contributions at any given moment.
Acceptance Criteria: Real-time Engagement Monitoring for Volunteer Activities

Given that a coordinator accesses the Volunteer Dashboard, when they view the engagement section, then they should see updated attendance figures, active hours logged by each volunteer, and a visual representation of overall participation trends in real-time.

Identifying Engagement Gaps

Given that the coordinator is monitoring volunteer participation on the Volunteer Dashboard, when the participation falls below a defined threshold, then a notification should be triggered to alert the coordinator of the engagement gap.

Adjusting Strategies Based on Engagement Data

Given that the coordinator identifies an engagement gap from the Volunteer Dashboard, when they click on the notification, then they should be taken to a strategy suggestion page that recommends specific actions based on the data observed.

Exporting Volunteer Data for Reporting

Given that the coordinator needs to report on volunteer engagement, when they select the export option on the Volunteer Dashboard, then they should receive a downloadable report containing all real-time engagement data in a user-friendly format.

Accessing the Volunteer Dashboard from Mobile Devices

Given that a coordinator is using a mobile device, when they access the Volunteer Dashboard, then the dashboard should be fully responsive and display all real-time engagement metrics without any loss of functionality.

Viewing Historical Engagement Trends

Given that a coordinator wants to compare current engagement data with historical data, when they select the historical trends option, then they should be presented with comparative graphs and metrics that show volunteer engagement over previous months.

Volunteer Assignment Management

User Story: As a Volunteer Coordinator, I want to manage volunteer assignments easily so that I can optimize task allocation and ensure effective use of skills within my team.
Description: This requirement allows coordinators to efficiently assign tasks and roles to volunteers through the dashboard. It includes functionality for assigning, reassigning, and tracking the status of tasks in real-time. By enabling coordinators to manage assignments directly from the Volunteer Dashboard, this feature increases the responsiveness to changing needs, optimizes volunteer deployment, and enhances the overall organizational workflow. It fosters better alignment between volunteer skills and task requirements, ensuring that the right people are placed in the right roles at the right time.
Acceptance Criteria: Coordinators successfully assign a volunteer to a task using the Volunteer Dashboard on a busy fundraising day.

Given the coordinator is logged into the Volunteer Dashboard, when they select a volunteer and assign them to a task, then the volunteer should receive a notification of the new assignment in real-time.

A coordinator needs to reassign a task from one volunteer to another due to a scheduling conflict.

Given the coordinator is on the Volunteer Dashboard, when they select an active task and choose a different volunteer from the list, then the system should update the assignment and notify both volunteers of the change immediately.

The coordinator wants to track the status of all active volunteer assignments during a community event.

Given the coordinator is viewing the Volunteer Dashboard, when they select the 'Active Assignments' filter, then the system should display all current tasks along with the assigned volunteers and their participation status in real-time.

A coordinator wishes to assess the overall participation levels of volunteers over the past month.

Given the coordinator is accessing the Volunteer Dashboard, when they view the 'Participation Summary' report, then the system should present a breakdown of volunteer hours contributed, tasks completed, and overall engagement metrics for the last 30 days.

An organization is hosting a last-minute volunteer recruitment drive and needs to quickly assign new volunteers to available tasks.

Given the coordinator has new volunteers listed in the Volunteer Dashboard, when they assign a task to multiple new volunteers, then all selected volunteers should receive individual confirmation notifications and the tasks should reflect as assigned in real-time.

A coordinator wants to view the skills of all volunteers to make optimal task assignments.

Given the coordinator is on the Volunteer Dashboard, when they access the 'Volunteer Skills' section, then the system should display a comprehensive list of all volunteers along with their recorded skills and availability status.

The coordinator needs to ensure that the right tasks are matched to the right volunteers based on their specified skills and preferences.

Given the coordinator has entered skill requirements for each task, when they view volunteers in the assignment section, then the system should highlight volunteers whose skills match the task requirements for efficient assignment.

Impact Assessment Reporting

User Story: As a Volunteer Coordinator, I want to generate impact assessment reports to demonstrate the value of volunteer contributions to stakeholders so that I can secure future funding and support.
Description: This requirement enables the generation of comprehensive reports that measure volunteer activity impact over time. By integrating data analytics tools, coordinators can assess metrics such as hours volunteered, projects completed, and feedback received from beneficiaries. This feature provides valuable insights into how volunteer contributions translate into impact, helping organizations refine their strategies and communicate successes to stakeholders. By understanding the impact of volunteer efforts, organizations can better celebrate achievements, motivate volunteers, and back fundraising efforts with solid data.
Acceptance Criteria: Volunteer Impact Assessment Generation and Review Process

Given a Coordinator accesses the Impact Assessment Reporting feature, when they select a specific time period and filter criteria for the report, then the system generates a report that accurately details hours volunteered, projects completed, and feedback received, aligned with the selected parameters.

Real-Time Analytics Dashboard Visualization

Given the dashboard is updated, when a Coordinator views the Impact Assessment Reporting on the Volunteer Dashboard, then the Coordinator sees real-time graphs and metrics displaying the impact of volunteer contributions in a visually concise manner.

Exporting Impact Reports for Stakeholders

Given a Coordinator has generated an impact report, when they select the export option, then the report is downloadable in both PDF and Excel formats with all relevant data, ensuring report integrity and ease of sharing.

User Feedback Mechanism Integration

Given the report includes data from beneficiary feedback, when a Coordinator reviews the impact report, then they see aggregated feedback ratings clearly displayed alongside the volunteer metrics, enabling better understanding of qualitative outcomes.

Historical Comparison of Impact Reports

Given the Coordinator has multiple historical reports generated, when they access the Impact Assessment Reporting feature, then they can compare current volunteer impact metrics against previous periods, enabling trend analysis.

User Access Control for Report Generation

Given the organization has multiple users with different roles, when a user attempts to access the Impact Assessment Reporting feature, then the system only allows access to users with proper permissions, preventing unauthorized report generation.

User-Friendly Dashboard Interface

User Story: As a Volunteer Coordinator, I want the Volunteer Dashboard to be user-friendly so that I can easily navigate and access important information without needing extensive technical training.
Description: This requirement ensures the Volunteer Dashboard has an intuitive user interface accessible to nonprofit staff with varying technical skills. It includes customizable layouts, easy navigation, and visually appealing data representations such as charts and graphs. By prioritizing user experience, this feature helps coordinators quickly find the information they need, increasing usability and fostering a better understanding of volunteer activities at a glance. The overall aim is to empower coordinators to make informed decisions without needing extensive training or technical expertise.
Acceptance Criteria: As a Volunteer Coordinator, I want to access the Volunteer Dashboard to evaluate the overall engagement levels of volunteers for the current quarter, allowing me to identify trends and make informed decisions on future assignments.

Given that I am logged in as a Volunteer Coordinator, when I navigate to the Volunteer Dashboard, then I should see an overview of volunteer activities displayed in an easily interpretable format, including at least three different charts or graphs representing engagement levels, attendance rates, and assignment statuses.

As a Volunteer Coordinator, I want to customize the layout of the Volunteer Dashboard to prioritize the information most relevant to my current projects, enabling me to focus on key data without distractions.

Given that I am viewing the Volunteer Dashboard, when I click on a customization option, then I should be able to rearrange, add, or remove dashboard widgets intuitively, and these changes should be saved for future sessions.

As a new Volunteer Coordinator with limited technical skills, I want to ensure that I can easily navigate the Volunteer Dashboard to find essential information without requiring extensive training or support.

Given that I am a new user, when I first access the Volunteer Dashboard, then I should see a user-friendly welcome guide or tutorial that highlights key features and how to access important data within 2 minutes of my initial login.

As a Volunteer Coordinator, I need to quickly assess volunteers' participation over the past month to recognize high-performing volunteers and plan appreciation activities.

Given that I am on the Volunteer Dashboard, when I select the participation filter for the past month, then I should see a comprehensive list of volunteer participation records, including names, activities, and dates, structured in a clear and accessible format.

As a Volunteer Coordinator, I want to ensure the data displayed on the Volunteer Dashboard is updated in real time, so I can make timely decisions based on the most current information available.

Given that I am actively using the Volunteer Dashboard, when a change is made in the volunteer records, then the dashboard data should refresh automatically within 5 seconds to reflect the latest updates.

Volunteer Feedback Mechanism

User Story: As a Volunteer Coordinator, I want volunteers to provide feedback through the dashboard so that I can improve their experience and retention in future assignments.
Description: This requirement provides a built-in mechanism for volunteers to give feedback on their experiences and the tasks assigned to them directly through the dashboard. This feature fosters a two-way communication channel, allowing coordinators to gather insights into volunteer satisfaction and areas for improvement. Incorporating this feedback into the management process ensures continuous improvement and helps tailor the volunteer experience to better meet their needs and the organizations, leading to increased retention and performance.
Acceptance Criteria: Volunteers provide feedback on their assigned tasks after a community event.

Given a volunteer has completed their assigned tasks for an event, when they access the Volunteer Dashboard, then they should see a 'Provide Feedback' button that is easily accessible.

Coordinators review the feedback provided by volunteers for further actions.

Given the volunteer has submitted their feedback, when the coordinator accesses the Volunteer Dashboard, then they should see a summary of all feedback collected categorized by event and task.

Volunteers receive confirmation after submitting their feedback.

Given a volunteer has successfully submitted their feedback, when they click the 'Submit' button, then they should receive a notification indicating that their feedback has been recorded.

Coordinators receive automated alerts when feedback is submitted by volunteers.

Given feedback has been submitted by a volunteer, when the coordinator checks their notifications, then they should see an alert indicating new feedback available to review.

Volunteers can rate their overall experience based on their assigned tasks.

Given a volunteer is providing feedback, when they are prompted for a rating, then they should have options to rate their experience from 1 to 5 stars, with an optional text field for comments.

Feedback must be linked to specific tasks for easy analysis.

Given a volunteer provides feedback on a task, when the feedback is submitted, then it must be associated with the specific task ID to allow coordinators to analyze feedback by task.

Activity Tracker

An integrated tracking system that logs volunteer activities and hours contributed across various campaigns. This tool helps organizations accurately quantify volunteer efforts, enabling streamlined reporting, recognition of contributions, and stronger engagement strategies.

Requirements

Real-time Activity Logging

User Story: As a nonprofit coordinator, I want to log volunteer activities in real-time so that I can promptly recognize contributions and encourage ongoing engagement.
Description: The Activity Tracker must enable real-time logging of volunteer activities and hours contributed across campaigns. This functionality will allow organizations to instantly document volunteer efforts, essential for maintaining accurate records and facilitating timely reporting. By integrating real-time updates, the tracker enhances organizational transparency and supports immediate recognition of contributions, fostering stronger engagement strategies and promoting volunteer retention through timely feedback and acknowledgment.
Acceptance Criteria: Real-time logging of volunteer activities during a fundraising event.

Given a volunteer is logged into FundStream, When they input their activity details and press the 'Log Activity' button, Then the system should record the activity in real-time and display a confirmation message.

Tracking volunteer hours for a completed campaign.

Given a campaign has ended, When an organization reviews the activity log, Then the total hours contributed by each volunteer should accurately reflect the logged entries in the system.

Integration of logged activities into organizational reports.

Given the organization generates a report, When the report includes volunteer activities for the selected date range, Then it should display the total number of activities and hours logged per volunteer accurately.

Receiving immediate acknowledgment after logging an activity.

Given a volunteer has successfully logged their activity, When the logging is completed, Then the volunteer should receive an acknowledgment notification via email or in-app notification.

Error handling when inputting activity log entries.

Given a volunteer attempts to log an activity with incomplete information, When they click 'Log Activity', Then the system should prevent submission and display an error message indicating the required fields.

Filtering logged activities by date and campaign.

Given an administrator wants to review specific volunteer activities, When they apply filters for date range and campaign, Then the system should return only the activities matching the selected criteria.

Real-time dashboard update after activity logging.

Given a volunteer logs an activity, When this action is completed, Then the real-time dashboard should reflect the updated total number of logged activities and hours without needing a page refresh.

Comprehensive Reporting Dashboard

User Story: As a nonprofit executive, I want a reporting dashboard that visualizes volunteer impacts so that I can strategize future campaigns based on real data.
Description: The requirement is to develop a comprehensive reporting dashboard within the Activity Tracker that visualizes volunteer contributions and campaign participation metrics. This dashboard must integrate with existing data from various campaigns and provide analytics that highlight trends, volunteer engagement metrics, and areas needing improvement. The insights gained from this reporting tool will empower nonprofits to make data-driven decisions that enhance their fundraising efforts and optimize volunteer management.
Acceptance Criteria: View Volunteer Contributions Over Time.

Given the user selects a date range, when the report is generated, then the dashboard displays a graph showing the total volunteer hours contributed during that period, allowing the user to visualize trends over time.

Analyze Campaign Participation Metrics.

Given the user accesses the campaigns section, when selecting a specific campaign, then the dashboard shows a breakdown of volunteer participation rates, including total volunteers and hours logged for that campaign.

Filter Data by Volunteer Roles.

Given the user selects a specific volunteer role filter, when the report is generated, then the dashboard displays only the contributions associated with that role, enabling targeted analysis and recognition.

Download Data for External Reporting.

Given the user is viewing the dashboard, when selecting the export option, then the system allows downloading the report in CSV format, ensuring the data is accessible for external use.

Real-time Data Updates on the Dashboard.

Given the user is on the reporting dashboard, when new volunteer hours are logged, then the dashboard updates to reflect the new data within 5 minutes, providing accurate and timely information.

Identify Areas Needing Improvement.

Given the user views the overall volunteer engagement metric, when hovering over the engagement score, then a tooltip appears showing specific campaigns with low participation and suggestions for improvement.

Integrate External Data Sources.

Given the user wants to see data from other fundraising tools, when they initiate data syncing, then the dashboard successfully integrates and displays relevant metrics from the linked external sources.

User-Friendly Interface

User Story: As a volunteer manager, I want an easy-to-use interface for logging contributions so that I can quickly input data without technical difficulties.
Description: The Activity Tracker must feature a user-friendly interface that accommodates users of varying technical skills. The design should prioritize ease of navigation, utilizing intuitive menus and clear instructions to simplify the data entry process. Training and support resources must be integrated into the interface to assist users in effectively utilizing the tracking system. A user-friendly design will enhance user adoption rates and improve overall functionality as staff can engage seamlessly with the tool during their daily operations.
Acceptance Criteria: User navigates to the Activity Tracker interface for the first time and needs to input volunteer hours for a campaign after attending a training session on how to use the tool.

Given the user is on the Activity Tracker interface, when they follow the step-by-step instructions provided, they should be able to input volunteer hours without assistance on the first attempt.

An advanced user wants to access specific features of the Activity Tracker to generate a report on volunteer contributions for the last quarter.

Given the user is logged in, when they select the reports menu from the intuitive navigation bar, they must find the correct options for generating a report without needing additional guidance.

A user is encountering difficulties in understanding how to log activities and seeks help from the integrated support resources available within the Activity Tracker.

Given the user is on the Activity Tracker, when they click on the support icon, then they should have access to relevant FAQs and tutorial videos that address their specific questions.

A nonprofit staff member with minimal tech skills attempts to create a new volunteer entry for an event through the Activity Tracker.

Given the user is on the new volunteer entry page, when they follow the clear visual cues and labeled fields, then they must successfully create an entry without errors or confusion.

A user revisiting the Activity Tracker six months later needs to remember how to edit previously logged volunteer hours.

Given the user is on the Activity Tracker interface, when they recall using the Edit function, they should be able to locate and utilize the edit feature quickly and efficiently, demonstrating the interface's intuitive nature.

A user completes the training and starts using the Activity Tracker immediately for logging volunteer activities.

Given the user has just finished the training session, when they start using the Activity Tracker, they should complete their first log of volunteer hours within 5 minutes, confirming the interface's effectiveness in facilitating quick data entry.

Automated Activity Reminders

User Story: As a volunteer, I want to receive reminders to log my hours so that I can ensure my contributions are accurately recorded.
Description: The system shall include automated reminders for volunteers to log their hours and activities. This feature will send regular notifications via email or through the platform, encouraging volunteers to update their contributions consistently. By implementing this requirement, nonprofits can ensure that volunteer efforts are documented accurately and in a timely manner, reducing the likelihood of forgotten contributions and enhancing the quality of reporting for fundraising campaigns.
Acceptance Criteria: As a volunteer, I want to receive automated reminders to log my hours so that I can ensure my contributions are recorded accurately and timely.

Given a volunteer is registered in the system, When they have not logged any hours for a week, Then they should receive an email reminder to log their hours.

As a nonprofit administrator, I want to configure the reminder frequency for volunteers so that I can adapt the reminders based on volunteer engagement levels.

Given an administrator accesses the settings, When they adjust the reminder frequency to every three days, Then volunteers should receive reminders every three days until they log their hours.

As a volunteer, I want to receive reminders through both email and the platform notifications, so I have multiple ways to be reminded to log my hours.

Given a volunteer has opted for both email and platform notifications, When the reminder is sent out, Then the volunteer receives both an email and a notification on the platform.

As a volunteer, I want to be able to snooze my activity reminders, so I can temporarily postpone logging my hours without missing the reminder completely.

Given a volunteer receives a reminder, When they select 'snooze,' Then the system should postpone the reminder for 24 hours before sending it again.

As a nonprofit administrator, I want to track the effectiveness of the reminder system, so I can analyze volunteer engagement and adjust strategies if necessary.

Given the automated reminder system is running, When an administrator views the engagement report, Then they should see metrics on how many volunteers logged hours after receiving reminders.

As a volunteer, I want to be able to customize my reminder settings, so I can receive reminders in a frequency that suits my schedule.

Given a volunteer accesses their profile settings, When they choose to set reminders to once a week, Then they should receive reminders once a week instead of daily.

Integration with Fundraising Platforms

User Story: As a development officer, I want the Activity Tracker to integrate with our fundraising platform so that I can easily report on the correlation between volunteer hours and fundraising success.
Description: The Activity Tracker should integrate seamlessly with existing fundraising platforms, allowing for synchronized data transfer between volunteer hours logged and funds raised. This integration will aid nonprofits in presenting a holistic view of their operational efforts, showcasing the link between volunteer contributions and fundraising outcomes. By consolidating this information, organizations can create compelling narratives for donors and stakeholders, highlighting the impact of volunteer efforts on overall fundraising success.
Acceptance Criteria: Integration of Activity Tracker with Existing Fundraising Platforms

Given that the Activity Tracker is integrated with a fundraising platform, when a volunteer logs hours, then those hours should reflect in the fundraising platform's dashboard within 5 minutes.

Synchronization of Data Transfer between Volunteer Activities and Fundraising Results

Given that volunteer hours are logged, when a report is generated, then it must show a clear link between logged hours and funds raised for the respective campaigns.

User Experience and Interface of Integrated Tool

Given that the integration is in place, when a user accesses the Activity Tracker, then they should be able to view both volunteer hours and corresponding fundraising totals on a single dashboard without any navigation issues.

Automatic Notifications for Volunteer Activity Updates

Given that a volunteer logs their hours, when this action is completed, then both the volunteer and the nonprofit administrator should receive an automatic notification summarizing the logged hours.

Data Accuracy in Integration with Fundraising Platforms

Given that volunteer hours are entered into the Activity Tracker, when these hours are sent to a fundraising platform, then the recorded hours must match exactly with the hours logged in the Activity Tracker.

Reporting Capabilities of Integrated Systems

Given that the integration is active, when generating a report on volunteer contributions, then the report must include all relevant data on hours contributed and associated funds raised by campaign.

User Access and Permissions for Data Visibility

Given that multiple user roles exist within the nonprofit, when accessing the Activity Tracker, then users should only see data pertinent to their roles without unauthorized access to sensitive information.

Skill Matcher

A feature that matches volunteers' skills and interests with available assignments and project needs. This ensures that nonprofits allocate the right people to the right roles, maximizing both volunteer satisfaction and the effectiveness of each campaign.

Requirements

Volunteer Profile Creation

User Story: As a volunteer, I want to create a profile that outlines my skills and interests so that I can be matched with assignments that I am passionate about and well-suited for.
Description: This requirement involves allowing volunteers to create detailed profiles that outline their skills, interests, availability, and preferred types of projects. This functionality will enable nonprofits to gather comprehensive data about potential volunteers, ensuring that they can match people effectively with roles that fit their capabilities and enthusiasms. By integrating this feature into FundStream, organizations can build a richer database of volunteer profiles, enhancing the overall matching process with precise criteria that improve volunteer satisfaction and campaign success rates. This also facilitates better communication and engagement between volunteers and nonprofit organizations, as they can readily see how their skills align with ongoing projects.
Acceptance Criteria: Volunteer Profile Creation for New Users

Given a new volunteer accessing FundStream, when they complete the profile creation form with their skills, interests, availability, and project preferences, then their profile should be successfully saved in the database and be accessible for matching with assignments.

Profile Update Functionality

Given an existing volunteer logged into their FundStream account, when they update their profile with new skills or interests and submit the changes, then the system should reflect these updates and confirm the changes have been saved correctly.

Matching Volunteers to Assignments

Given a volunteer profile that has been created and saved with specific skills and interests, when the Skill Matcher feature is employed to find suitable assignments, then the system should display assignments that align with the volunteer's profile criteria within 10 seconds.

Availability Management

Given a volunteer's profile that includes their stated availability, when a nonprofit organization searches for volunteers for a project within that time frame, then the system should only present volunteers whose availability matches the project requirements.

Profile Viewing for Organizations

Given a nonprofit organization that has access to the volunteer database, when they view the profiles of volunteers, then they should be able to see all details regarding skills, interests, and availability in a clear and structured format.

Profile Deletion by Volunteers

Given a volunteer who decides to remove their profile from FundStream, when they initiate the profile deletion process, then their profile should be permanently deleted from the system, and they should receive a confirmation message that their data has been removed.

User-Friendly Interface for Profile Creation

Given a new volunteer visiting the profile creation page, when they interact with the form, then it should provide real-time validation feedback for each input field to guide them toward successfully completing their profile without errors.

Skill Matching Algorithm

User Story: As a nonprofit manager, I want an automated skill matching system that suggests the best volunteers for project needs so that I can allocate resources efficiently and maximize campaign effectiveness.
Description: The Skill Matching Algorithm requirement focuses on developing an intelligent algorithm that can analyze both volunteer profiles and project requirements to effectively match volunteers with suitable assignments. This algorithm will take into account various factors, such as skills, interests, geography, and availability, ensuring that the best-fit volunteers are recommended for each opportunity. The goal is to streamline the assignment process, reduce the time spent on matching volunteers to projects, and enhance volunteer engagement by placing them in roles where they can thrive. The implementation of the algorithm will require integration with existing database systems and front-end interfaces within the FundStream platform, ensuring an intuitive and user-friendly experience for both volunteers and nonprofit managers.
Acceptance Criteria: Volunteer Profile Submission

Given a volunteer submits their profile including skills, interests, geography, and availability, when the Skill Matching Algorithm processes the data, then the system should store the volunteer's information in the database with accurate parameters for matching.

Project Requirements Input

Given a nonprofit manager inputs project requirements including necessary skills, interests, geographical preferences, and time commitments, when the Skill Matching Algorithm is triggered, then the system should save this project data correctly for future matching.

Matching Process Execution

Given that a volunteer profile and a project requirement exist, when the Skill Matching Algorithm is executed, then it should return a list of up to five volunteers that best match the project criteria based on skills and availability.

User Interface Display of Matches

Given that matches have been generated, when a nonprofit manager views the assigned volunteer list on the FundStream platform, then the display should clearly present each volunteer's name, skills, and availability in an intuitive format.

Feedback Collection from Volunteers

Given that volunteers have been assigned to a project, when they complete their assignment, then the system should prompt volunteers to provide feedback on their matching experience and satisfaction with the assignment.

Reporting on Matching Effectiveness

Given multiple volunteer assignments have been made, when the nonprofit manager accesses the analytics dashboard, then it should display metrics on assignment success rates, volunteer satisfaction scores, and project completion timelines.

Integration with Database Systems

Given the Skill Matching Algorithm is running, when it accesses the existing database of volunteer profiles and project requirements, then it should perform without any data loss or integration errors during execution.

Feedback Mechanism

User Story: As a volunteer, I want to provide feedback on my experience after completing an assignment so that my insights can contribute to the improvement of future projects and volunteer experiences.
Description: This requirement entails implementing a feedback mechanism that allows both volunteers and nonprofit organizations to provide feedback on assignments after completion. This feedback will be crucial for improving the skill matching process and overall user experience on the FundStream platform. By gathering insights on volunteers' performance and satisfaction with their assignments, the system can learn and adapt, making future matching even more precise. This feature will not only enhance volunteer satisfaction by recognizing their contributions but will also provide nonprofits with valuable metrics to assess the success of their volunteer programs.
Acceptance Criteria: Volunteer provides feedback after completing a project assignment on FundStream.

Given a volunteer has completed an assignment, when they access the feedback form from their dashboard and submit their feedback, then the feedback should be recorded in the system and linked to the corresponding assignment.

Nonprofit organization reviews feedback submitted by volunteers.

Given a nonprofit organization has received feedback from volunteers, when they access the feedback reports section of their admin dashboard, then they should be able to view all submitted feedback categorized by assignment and volunteer.

System analyzes feedback to provide insights on volunteer satisfaction and assignment effectiveness.

Given feedback data has been submitted by volunteers, when the system processes this data, then it should generate a report highlighting average volunteer satisfaction scores and areas for improvement in assignments within 24 hours.

Volunteers receive notifications about their feedback submission status.

Given a volunteer submits feedback, when the feedback is recorded successfully, then the volunteer should receive a confirmation notification via email and on their dashboard.

Nonprofit organizations utilize feedback to optimize skill matching for future assignments.

Given feedback received from volunteers includes performance ratings, when nonprofits analyze this feedback, then they should be able to adjust their skill matching criteria based on volunteer successes and challenges noted in the feedback.

Feedback mechanism operates without system errors under high traffic conditions.

Given the system is under high user traffic, when multiple volunteers submit feedback simultaneously, then the system should process all submissions without errors and maintain performance levels above 95% uptime.

Feedback includes qualitative input from volunteers.

Given a volunteer submits feedback, when they provide qualitative comments on the feedback form, then these comments should be stored alongside their quantitative feedback and made accessible for review by organizations.

Real-time Availability Check

User Story: As a nonprofit manager, I want to see which volunteers are available in real-time so that I can quickly fill project needs and avoid delays in campaign execution.
Description: This requirement specifies the integration of a real-time availability check for volunteers, enabling nonprofits to see which volunteers are currently available for assignments at any given time. The feature will help optimize scheduling and ensure that project needs are met in a timely manner. By implementing calendar synchronization, this functionality will allow nonprofits to quickly identify available volunteers when new assignments arise, ensuring swift action and higher engagement rates. It will also aid in reducing the logistics of scheduling, making it easier for volunteers to contribute seamlessly to various projects without conflicts.
Acceptance Criteria: Volunteer Availability Check for Event Assignment

Given a nonprofit user accesses the Skill Matcher feature, when they initiate a search for available volunteers for an upcoming event, then the system displays a list of volunteers whose calendars indicate availability at the event time.

Calendar Integration for Real-time Availability

Given a volunteer has linked their calendar to FundStream, when the nonprofit user checks availability, then the system should reflect any conflicts between the volunteer's existing commitments and the requested project times.

Notification of Assignment Opportunities Based on Availability

Given a nonprofit has an urgent assignment, when they check for available volunteers, then the system not only displays the available volunteers but also sends out notifications to those volunteers about the new assignment opportunity.

Automated Status Updates for Volunteer Availability

Given that a volunteer's calendar is updated, when that change occurs, then the system should automatically update the availability status of that volunteer to reflect real-time changes without manual intervention.

Reporting Volunteer Engagement Based on Availability Checks

Given the system has tracked volunteer availability checks, when a nonprofit user generates an engagement report, then the report should include metrics on the number of volunteers checked for availability and the percentage of those who accepted assignments.

User-friendly Interface for Availability Searching

Given a nonprofit staff member uses the Skill Matcher feature, when they perform a search for available volunteers, then the system should provide an intuitive interface with filters for date, time, and skills needed.

Integration with Communication Tools

User Story: As a volunteer, I want to receive updates and messages about my assignments through my preferred communication tool so that I can stay informed and engaged with my projects.
Description: This requirement involves integrating the FundStream platform with popular communication tools such as Slack, email, or SMS. This functionality will facilitate easier communication between nonprofits and volunteers regarding assignments, updates, and feedback. By leveraging existing communication channels, nonprofits can keep volunteers informed, foster engagement, and ensure they receive timely updates about project changes or new opportunities. This integration is critical for maintaining a transparent and responsive relationship between volunteers and organizations, ultimately contributing to a more connected and efficient volunteering experience.
Acceptance Criteria: Integration with Slack for Volunteer Notifications

Given a volunteer is assigned to a project, when the nonprofit updates project details in FundStream, then a notification should be sent to the volunteer's Slack channel immediately.

Email Notifications for Assignment Changes

Given a volunteer is registered in FundStream, when there is a change in their assignments or additional opportunities, then they should receive an email update within 5 minutes of the change.

SMS Alerts for Immediate Communications

Given a volunteer opts in for SMS notifications, when urgent updates regarding assignments occur, then the volunteer should receive an SMS alert within 3 minutes of the update.

User Interface for Managing Communication Preferences

Given a user is logged into FundStream, when they access the communication settings, then they should be able to select their preferred method of communication (Slack, email, or SMS) and save these settings successfully.

Monitoring and Reporting Communication Effectiveness

Given the integration is live, when a nonprofit sends a communication, then they should be able to view a report of delivery success rates and responses from volunteers within the dashboard within 24 hours.

Testing Integration Stability with External Tools

Given the requirement is implemented, when the nonprofit sends multiple communications over a day via different tools, then there should be no more than 1% failure rate in message delivery documented in the system logs.

Feedback Loop for Volunteers on Communication Tools

Given a volunteer receives a notification, when they click on the feedback link provided in the communication, then they should be able to submit feedback successfully regarding the clarity and usefulness of the notification experience.

Impact Analytics Tool

A dedicated analytics module that evaluates the outcomes of volunteer efforts against predetermined campaign goals. By measuring success metrics such as event attendance and volunteer feedback, nonprofits can understand the true impact of their volunteer programs and make informed adjustments.

Requirements

Volunteer Impact Metrics

User Story: As a nonprofit manager, I want to see detailed metrics on volunteer activities so that I can measure their impact on our fundraising campaigns and optimize our strategies accordingly.
Description: This requirement focuses on the development of a comprehensive set of metrics that evaluate the success of volunteer efforts against campaign goals. It will track key performance indicators (KPIs) such as volunteer engagement levels, hours contributed, event attendance rates, and qualitative feedback from volunteers. By providing nonprofits with these insights, the tool will aid in understanding the effectiveness of their volunteer programs, allowing them to make data-driven decisions to improve future initiatives. The integration of these metrics into the Impact Analytics Tool will enhance users' ability to visualize and assess their impact, making it easier to communicate successes and areas needing improvement.
Acceptance Criteria: As a nonprofit manager, I want to view a comprehensive set of volunteer metrics in the Impact Analytics Tool so that I can evaluate the effectiveness of our volunteer programs after a fundraising event.

Given that the volunteer event has concluded, When I open the Impact Analytics Tool, Then I should see a dashboard displaying volunteer engagement levels, hours contributed, and event attendance rates so that I can assess our volunteers' impact.

As a nonprofit staff member, I need to access qualitative feedback from volunteers collected during the event so that I can understand their experiences and areas for improvement in our programs.

Given that volunteer feedback has been collected post-event, When I navigate to the feedback section in the Impact Analytics Tool, Then I should be able to view, filter, and export all qualitative feedback from volunteers.

As a campaign manager, I want to compare the current event's volunteer metrics against our predetermined campaign goals to ascertain if we've met our objectives in terms of volunteer participation and engagement.

Given the set campaign goals for volunteer participation, When I input the results from the recent event into the Impact Analytics Tool, Then I should receive a report indicating whether we have met or exceeded our goals based on the collected metrics.

As a board member, I need to receive a visual summary of the impact generated by our volunteers so that I can communicate our successes effectively to potential donors.

Given that I’m reviewing the quarterly report, When I generate a visual summary from the Impact Analytics Tool, Then it should include charts displaying metrics like volunteer hours, attendance rates, and key outcomes from the volunteer initiatives.

As the Executive Director of the nonprofit, I want to review historical volunteer metrics over the past year to identify trends and areas of improvement for future campaigns.

Given that I am in the historical data section of the Impact Analytics Tool, When I select the date range for the past year, Then I should see trends in volunteer engagement, hours contributed, and event attendance displayed in a clear format.

As a volunteer coordinator, I wish to personalize the feedback survey based on different volunteer roles to better capture their specific experiences.

Given that I am setting up feedback surveys in the Impact Analytics Tool, When I choose the volunteer roles, Then I should be able to customize the survey questions for each role before the event.

Real-Time Reporting Dashboard

User Story: As a nonprofit staff member, I want to access a real-time dashboard of volunteer activities so that I can adjust our campaign strategies quickly based on current engagement levels.
Description: The requirement outlines the creation of a real-time reporting dashboard that consolidates all relevant data regarding volunteer participation and campaign success. This interactive dashboard will provide nonprofits with the ability to monitor ongoing campaigns live and assess volunteer contributions dynamically. Features will include customizable views for different stakeholders, the ability to drill down into specific events or campaigns, and the option to export reports for further analysis. This real-time capability will empower nonprofits to swiftly adapt their strategies based on current data, enhancing their overall fundraising effectiveness.
Acceptance Criteria: Dashboard Overview for Nonprofit Managers

Given a logged-in nonprofit manager, when they access the real-time reporting dashboard, then they should see a summary of all ongoing campaigns, including total volunteer hours, event attendance, and current fundraising totals in a visually accessible format.

Customizable Stakeholder Views

Given a stakeholder selects their role (e.g., volunteer coordinator, event organizer), when they view the dashboard, then the data displayed should be tailored to their role, showing relevant metrics such as volunteer engagement for coordinators and event-specific results for organizers.

Drill Down into Event Specifics

Given a user clicks on a specific event in the dashboard, when the event details load, then the user should be able to see granular data including participant demographics, individual volunteer contributions, and feedback ratings.

Real-Time Data Refresh

Given the dashboard is open, when new data regarding volunteer participation comes in, then the dashboard should refresh automatically without requiring the user to reload the page, ensuring all insights are current.

Export Reports for Analysis

Given a user is viewing the dashboard, when they select the export option, then they should be able to download a detailed report in CSV or PDF format, including selected metrics to facilitate further analysis.

User Access Control

Given a nonprofit has multiple users, when they attempt to access the dashboard, then their access rights should reflect their assigned role, limiting visibility to sensitive information as appropriate based on their job function.

Feedback Collection System

User Story: As a volunteer coordinator, I want to collect feedback from volunteers after events so that I can understand their experiences and improve our future volunteer opportunities.
Description: This requirement details the need for an integrated feedback collection system within the Impact Analytics Tool. Nonprofits will be able to gather qualitative feedback from volunteers post-event through surveys and forms that analyze their experiences. This feature will support continuous improvement by allowing organizations to gather insights on volunteer satisfaction, perceived impact, and suggestions for enhancement. By leveraging this feedback, nonprofits can adapt their volunteer programs to better meet the needs and expectations of their contributors, ultimately driving higher retention and satisfaction rates amongst volunteers.
Acceptance Criteria: Survey Distribution Mechanism for Volunteer Feedback Collection

Given a completed event, when a nonprofit staff initiates the feedback collection process, then the system should automatically send surveys to all participating volunteers via their registered email addresses within 24 hours of the event.

Survey Response Handling and Storage

Given volunteers have completed a feedback survey, when they submit their responses, then the system should securely store these responses in the database and confirm receipt to the volunteer immediately upon submission.

Dashboard Reporting on Volunteer Feedback

Given collected feedback from multiple events, when the nonprofit accesses the Impact Analytics Tool dashboard, then it should display an aggregated report of volunteer satisfaction ratings, suggestions, and participation trends over the last six months.

User-Friendly Survey Interface for Volunteers

Given that a survey is initiated, when volunteers access the feedback form, then the survey should be easy to navigate, requiring no more than 5 minutes to complete, and should be optimized for both mobile and desktop devices.

Feedback Analysis for Continuous Improvement

Given that feedback has been collected for an event, when the nonprofit reviews volunteer comments and ratings, then the system should provide actionable insights and highlight at least three areas of improvement based on the feedback received.

Privacy Compliance in Feedback Collection

Given that feedback surveys are being distributed, when volunteers provide their responses, then the system must comply with relevant data protection regulations (e.g., GDPR) ensuring that personal data is anonymized and securely stored against unauthorized access.

Notification System for Feedback Submission Confirmation

Given a volunteer submits their feedback survey, when the submission is successful, then the system should send a confirmation notification to the volunteer's email, thanking them for their participation and providing an overview of the expected use of their feedback.

Goal Setting Integration

User Story: As a campaign manager, I want to set volunteer participation goals in the analytics tool so that I can align our efforts with our fundraising objectives and track our progress effectively.
Description: This requirement involves integrating a goal-setting feature that allows nonprofits to set specific, measurable goals for their volunteer programs directly within the Impact Analytics Tool. Users will be able to create targets related to volunteer recruitment, training, retention, and event attendance, which will be tracked over time against actual outcomes. This functionality will facilitate strategic planning and help organizations stay focused on their mission by aligning volunteer efforts with their overarching fundraising goals. A visual representation of goal achievement will assist users in staying motivated and accountable.
Acceptance Criteria: Goal Setting User Interaction

Given a user with appropriate permissions, when they access the Goal Setting feature within the Impact Analytics Tool, then they should be able to create measurable goals for volunteer recruitment, training, retention, and event attendance by entering numerical values and descriptions.

Goal Tracking and Updates

Given a user has set goals, when they view the progress in the Impact Analytics Tool, then they should see a visual representation of goal achievement that updates in real-time based on actual outcomes recorded.

Goal Achievement Notifications

Given a goal has been achieved or updated, when the system recognizes this change, then it should automatically send a notification to the relevant users informing them of the updated goal status and achievements.

Historical Goal Data Analysis

Given historical data has been gathered, when a user selects a previous campaign for analysis, then they should be able to view past goals, their outcomes, and visual metrics indicating performance against those goals over time.

User Guidance for Setting Goals

Given a user is in the process of creating a goal, when they click the 'Help' icon in the Goal Setting feature, then they should receive contextual guidance and examples on how to create effective and measurable goals.

Social Media Impact Tracking

User Story: As a communications director, I want to track the effectiveness of our social media campaigns related to volunteer recruitment so that we can enhance our strategies and increase interest in our events.
Description: This requirement establishes the need for a mechanism to track the impact of social media efforts related to volunteer campaigns. Nonprofits will be able to analyze metrics such as shares, likes, comments, and overall engagement on social media platforms to determine how these interactions translate into volunteer sign-ups and participation rates. By understanding the correlation between their online presence and volunteer engagement, nonprofits can refine their social media strategies to maximize outreach and effectiveness, bolstering their campaigns' success.
Acceptance Criteria: Social media analytics dashboard displays a comprehensive overview of volunteer campaign-related metrics.

Given that a nonprofit accesses the social media analytics dashboard, when they view the metrics, then they should see accurate data on shares, likes, comments, and overall engagement related to the specific volunteer campaign.

The system correlates social media engagement metrics with volunteer sign-up rates.

Given that a nonprofit has collected data from social media platforms, when they analyze the data, then they should be able to view a report that outlines the correlation between social media engagement metrics and volunteer sign-up rates.

Nonprofits set predetermined goals for social media engagement in their volunteer campaigns.

Given that a nonprofit establishes campaign goals for social media metrics, when they input these goals into the system, then the system should provide feedback on whether the actual engagement meets, exceeds, or falls short of these goals.

Nonprofits receive alerts for underperforming social media campaigns related to volunteer efforts.

Given that a nonprofit's social media campaign metrics are below the predetermined thresholds, when the campaign status is evaluated, then the system should send an alert to the nonprofit's designated personnel to notify them of the underperformance.

Dashboard allows nonprofits to compare performance across different social media platforms.

Given that a nonprofit accesses the analytics dashboard, when they select the comparison feature, then they should be able to view side-by-side analyses of social media engagement metrics from different platforms related to the same volunteer campaign.

Nonprofits can export social media impact reports for external stakeholders.

Given that a nonprofit has generated an impact report based on social media engagement, when they choose the export option, then the report should be downloadable in common formats (e.g., PDF, CSV) and include all relevant metrics and visualizations.

User training materials are developed for effectively using the social media impact tracking feature.

Given that the social media impact tracking feature is integrated into the platform, when the training materials are created, then they should cover all functionalities of the feature and be accessible in the help section of the platform.

Custom Communication Hub

A built-in messaging system that allows Volunteer Coordinators to easily communicate with volunteers through targeted messages, updates, and reminders. This feature enhances engagement by keeping volunteers informed and encouraged, ensuring they feel valued and connected to the organization.

Requirements

Targeted Messaging System

User Story: As a Volunteer Coordinator, I want to send targeted messages to my volunteers so that I can keep them informed and engaged with their upcoming tasks and the organization’s activities.
Description: The Targeted Messaging System allows Volunteer Coordinators to create, schedule, and send individualized messages directly to volunteers. It integrates with the existing user database to personalize communications based on volunteer roles, preferences, and engagement history. This feature aims to improve volunteer retention and satisfaction by delivering relevant updates and motivation, enhancing overall volunteer engagement with the organization.
Acceptance Criteria: Volunteer Coordinator scheduling a targeted message for upcoming volunteer events.

Given a Volunteer Coordinator is logged in to the FundStream platform, When they navigate to the Targeted Messaging System, Then they should be able to create a new message, select the volunteer group, schedule the delivery time, and submit the message for sending.

Sending personalized messages based on volunteer engagement history.

Given the Volunteer Coordinator has access to volunteer profiles, When they select a specific volunteer to send a message, Then the system should automatically populate message templates that reflect the volunteer's previous engagement and preferences.

Receiving and acknowledging a sent message by a volunteer.

Given a message is scheduled to be sent to a volunteer, When the message is delivered, Then the volunteer should receive a notification and be able to view the message in their communication hub.

Tracking the open and engagement rates of sent messages.

Given messages have been sent through the Targeted Messaging System, When the Volunteer Coordinator accesses the analytics dashboard, Then they should see metrics such as open rates, engagement levels, and feedback from recipients for each message sent.

Modifying scheduled messages prior to delivery.

Given a message has been scheduled but not yet sent, When the Volunteer Coordinator accesses the 'Scheduled Messages' section, Then they should be able to edit, reschedule, or cancel the message before its delivery time.

Categorizing messages for future reference and reporting.

Given multiple types of messages have been sent, When the Volunteer Coordinator views their message log, Then they should be able to filter and categorize messages by type, date, and volunteer group.

Configuring default message templates for different volunteer roles.

Given the platform administrator accesses the settings for the Targeted Messaging System, When they create or modify message templates, Then these templates should be automatically available to Volunteer Coordinators when sending messages based on volunteer roles.

Automated Reminders and Notifications

User Story: As a volunteer, I want to receive automated reminders about my scheduled activities so that I can manage my time effectively and ensure I don’t miss any important events.
Description: Automated Reminders and Notifications automatically send reminders to volunteers about upcoming events, training sessions, and important deadlines. This feature ensures that volunteers are consistently aware of their commitments, reducing no-shows and improving participation rates. It also includes options for volunteers to customize their notification preferences for optimal engagement and communication effectiveness.
Acceptance Criteria: Automated reminders for upcoming volunteer training sessions are sent to all registered volunteers one week prior to the event location and time in order to ensure that all participants receive advance notice and can plan accordingly.

Given a volunteer signed up for a training session, when the reminder is scheduled, then they should receive an email notification and a push notification through the app one week before the session.

Volunteers can customize their notification preferences through their profile settings, allowing them to select the type of notifications they wish to receive such as general updates, event reminders, or deadlines.

Given a volunteer accesses their profile settings, when they select their notification preferences, then they should be able to successfully save these preferences and receive notifications accordingly.

Automated reminders are sent out for important deadlines like grant applications or project submissions, giving volunteers a clear timeline for their responsibilities.

Given an important deadline is approaching, when the automated reminder is triggered, then all relevant volunteers should receive a notification at least three days prior to the deadline.

Volunteers should have the ability to opt-out of certain reminder notifications if they choose, without affecting their general communication preferences.

Given a volunteer decides to opt-out of reminder notifications, when they select this option in their settings, then they should no longer receive those specific reminder notifications while still receiving general updates.

The system logs all reminders sent, allowing Volunteer Coordinators to review notification history and ensure that communications were effectively delivered.

Given reminders are sent out, when the Volunteer Coordinator checks the notification logs, then they should see a complete history of all reminders, including dates and recipients.

Volunteers receive reminders via both email and in-app notifications to ensure maximum engagement and compliance with the communication strategy.

Given a reminder is scheduled, when it is sent out, then the same notification should be delivered through both email and in-app alerts to the designated volunteers.

The system allows administrators to set different notification schedules based on the type of event or importance of the reminder, ensuring flexibility in communication strategies.

Given an event is created with specific notification preferences, when the Volunteer Coordinator sets notification schedules, then these settings should accurately reflect in the automated reminders sent to volunteers.

Feedback and Survey Integration

User Story: As a Volunteer Coordinator, I want to gather feedback from volunteers after events so that I can understand their experiences and improve future activities.
Description: Feedback and Survey Integration enables Volunteer Coordinators to create and distribute surveys and feedback forms to volunteers directly through the communication hub. This feature is essential for capturing volunteer experiences, suggestions, and satisfaction levels, providing valuable insights that can help improve the volunteer program. It supports various question formats and analyze responses within the platform to streamline the feedback process.
Acceptance Criteria: Creating and distributing a feedback survey to volunteers via the Custom Communication Hub.

Given a Volunteer Coordinator is logged into FundStream, when they create a feedback survey and select the volunteers to receive it, then the survey should be sent to the selected volunteers successfully.

A volunteer receives a feedback survey and completes it within the specified timeframe.

Given a volunteer has received a feedback survey notification, when they access the survey link and submit their responses, then their responses should be recorded in the system without errors.

Generating a report of survey responses to evaluate volunteer satisfaction.

Given a Volunteer Coordinator has distributed multiple surveys, when they generate a report on the collected feedback, then the report should display all responses categorized by question with aggregated metrics.

Support for various question formats in the feedback survey.

Given a Volunteer Coordinator is creating a feedback survey, when they add questions in different formats (multiple choice, open-ended, rating scale), then each question format should be saved and displayed accurately in the survey preview.

Sending reminders to volunteers who have not yet completed the feedback survey.

Given a feedback survey is open for responses, when the Volunteer Coordinator sends a reminder to volunteers who have not completed the survey, then the reminder should be successfully delivered to only those volunteers.

Analyzing survey results within the FundStream platform to improve volunteer coordination.

Given survey responses have been collected, when the Volunteer Coordinator accesses the feedback analysis tool, then they should be able to view trends, identify key areas for improvement, and download the results.

Providing volunteers with confirmation of their survey submission.

Given a volunteer has successfully submitted their feedback survey, when they complete the submission, then they should receive a confirmation message on the screen and an email confirmation.

Message Analytics Dashboard

User Story: As a Volunteer Coordinator, I want to analyze the effectiveness of my messages so that I can refine my communication strategies and better engage with volunteers.
Description: The Message Analytics Dashboard provides Volunteer Coordinators with insights into message delivery, open rates, and engagement levels. By combining data analytics with communication efforts, this feature helps coordinators assess the effectiveness of their messaging strategies and make data-driven decisions that enhance volunteer engagement and communication practices within the organization.
Acceptance Criteria: Message Delivery and Opening Rates Tracking

Given that a Volunteer Coordinator sends a message to a specific group of volunteers, when they view the Message Analytics Dashboard, then they can see the total number of messages delivered, the number of messages opened, and the opening rate (percentage) for that specific message.

Engagement Level Analysis

Given that multiple messages have been sent over a certain period, when the Volunteer Coordinator accesses the Message Analytics Dashboard, then they can view a breakdown of engagement levels for each message (e.g., response rates, actions taken by volunteers).

Filtering Message Data by Date Range

Given that the Volunteer Coordinator wants to analyze messaging effectiveness over a specific time frame, when they set a date range in the Message Analytics Dashboard, then they can filter the message analytics data to reflect only those messages sent during the selected date range.

Comparative Performance Reporting

Given that the Volunteer Coordinator wants to compare the effectiveness of different messaging strategies, when they access the comparative report feature, then they can view charts comparing open rates, engagement levels, and delivery success rates across various message templates.

User-Friendly Interface for Non-Technical Users

Given that the Message Analytics Dashboard is designed for users with varying technical skills, when a Volunteer Coordinator logs into the dashboard, then they find the interface intuitive and capable of displaying analytics without requiring technical training.

Integration with Other FundStream Features

Given that the Message Analytics Dashboard is part of FundStream, when a Volunteer Coordinator accesses the dashboard, then they can see data that integrates with other features, such as donation tracking and volunteer engagement metrics, ensuring a holistic view.

Exporting Message Analytics Data

Given that the Volunteer Coordinator wants to share insights with other stakeholders, when they access the export feature in the Message Analytics Dashboard, then they can download the analytics data in a CSV or PDF format for reporting and presentation purposes.

Integration with External Communication Tools

User Story: As a Volunteer Coordinator, I want to send messages through my preferred communication tools so that volunteers can receive updates in their usual channels for better engagement.
Description: Integration with External Communication Tools allows Volunteer Coordinators to sync the communication hub with popular messaging platforms (like Slack or SMS services) for broader outreach. This feature ensures volunteers can receive crucial information in their preferred communication mediums, improving the chances of engagement and response. It supports seamless information sharing across different platforms while maintaining the integrity of communication records within FundStream.
Acceptance Criteria: Volunteer Coordinator wishes to send updates and reminders to all active volunteers through an external messaging platform such as Slack or SMS.

Given the Volunteer Coordinator has access to the communication hub, When they select the messaging platform (Slack/SMS) and compose a message, Then the message should be successfully sent to all active volunteers in real-time, and a confirmation notification should be displayed within the hub.

A volunteer prefers to receive communications via SMS rather than through the FundStream platform.

Given that the volunteer has opted for SMS as their preferred communication method, When a message is sent by the Volunteer Coordinator from the communication hub, Then the volunteer should receive the message on their registered phone number and should be able to respond to the message while maintaining a record of the communication in FundStream.

Volunteer Coordinator needs to ensure all sent messages are tracked for accountability and future reference.

Given messages have been sent to volunteers through external communication tools, When the Volunteer Coordinator reviews the communication logs within FundStream, Then the logs should accurately reflect all messages sent, including timestamps, message content, and the selected communication platform.

The Volunteer Coordinator wants to send targeted messages based on volunteer engagement levels (active, inactive).

Given the Volunteer Coordinator is in the communication hub, When they filter volunteers by engagement levels and send a message, Then only the targeted group of volunteers should receive the message, and the communication records should accurately reflect this segmentation.

A volunteer updates their preferred communication method in their profile settings of FundStream.

Given the volunteer has access to their profile, When they select and save a new preferred communication method (e.g., changing from email to SMS), Then the change should be reflected immediately in the communication preferences and should be used for future messages sent by the Volunteer Coordinator.

The Volunteer Coordinator wants to ensure the integration with external communication services is functional and without errors.

Given that the integration has been set up between FundStream and external communication tools, When the Volunteer Coordinator sends a test message from the hub, Then the message should be sent successfully without any error notifications and a success receipt should be generated.

The Volunteer Coordinator needs to schedule a message to be sent to volunteers at a future date and time.

Given the Volunteer Coordinator is in the communication hub, When they create a message and select a future date and time for delivery, Then the system should successfully schedule the message and confirm the scheduling in the communication logs.

Recognition and Rewards System

A feature that enables organizations to acknowledge and reward volunteers for their contributions through badges, certificates, or points-based systems. This cultivation of appreciation fosters loyalty and encourages continued participation from volunteers.

Requirements

Volunteer Achievement Badges

User Story: As a nonprofit administrator, I want to issue digital badges to volunteers so that they feel recognized for their contributions and are encouraged to continue participating in our initiatives.
Description: This requirement focuses on developing a system that allows organizations to create and assign digital badges to volunteers based on their contributions and engagement levels. The implementation of this feature will include a user-friendly interface for administrators to design badges, criteria for earning them, and automated tracking of volunteer milestones. By providing tangible recognition, this system fosters a sense of belonging and motivates volunteers to enhance their participation and performance, ultimately benefiting nonprofit organizations by retaining committed supporters.
Acceptance Criteria: Administrator creates a new digital badge to acknowledge volunteers who have completed 50 hours of service.

Given an administrator is logged into the FundStream platform, when they navigate to the 'Badges' section and select 'Create Badge', then they should be able to specify the badge name, description, criteria for earning it, and upload an image for the badge. The badge should then be successfully created and saved in the system.

A volunteer successfully earns a badge after meeting the specified criteria for their contributions.

Given a volunteer has logged 50 hours of service, when this milestone is reached, then the system should automatically assign the '50 Hours of Service' badge to the volunteer's profile, and the volunteer should receive a notification of this achievement.

An organization wants to view all badges that have been created along with their assigned volunteers.

Given an administrator is on the badge management page, when they click on the 'View All Badges' button, then a list of all badges along with their names, descriptions, and assigned volunteers should be displayed in a tabular format.

An administrator edits an existing badge to update its criteria for earning it.

Given an existing badge is displayed on the badge management page, when the administrator selects 'Edit', modifies the criteria, and saves the changes, then the updated criteria should reflect on the badge's details, and the system should confirm the successful update.

A badge is earned by a volunteer, and it should appear on their profile for others to see.

Given that a badge has been successfully assigned to a volunteer, when another user (e.g., another volunteer or an administrator) views the volunteer's profile, then the awarded badge should be visible on the profile under the 'Achievements' section with the date earned indicated.

A volunteer checks their own profile to see all badges they have earned.

Given a volunteer is logged into the FundStream platform and accesses their profile, when they navigate to the 'Achievements' section, then all badges that the volunteer has earned should be displayed along with the criteria and the date each was earned.

An administrator wishes to delete a badge that is no longer relevant.

Given an administrator is viewing the list of created badges, when they select a badge and confirm deletion, then that badge should be removed from the system entirely, with a notification indicating successful deletion displayed.

Volunteer Certification System

User Story: As a volunteer, I want to receive a certificate of appreciation after my contributions so that I can showcase my commitment and skills to potential employers or other organizations.
Description: The certification system allows organizations to issue certificates to volunteers after completing specific training or participation milestones. This requirement includes developing a customizable certificate template that can include the volunteer's name, date, and signature from the organization, enhancing the recognition process. By providing official certificates, nonprofits can aid volunteers in demonstrating their involvement and commitment to future opportunities, adding value to their experiences and fostering loyalty to the organization.
Acceptance Criteria: Volunteers complete a training program that requires them to achieve certain milestones in order to qualify for certification.

Given a volunteer has completed the required training and achieved all specified milestones, when they request a certificate, then the system must generate a customizable certificate containing their name, completion date, and the organization's signature.

A nonprofit organization wishes to issue certificates to multiple volunteers after a group training session.

Given a group of volunteers completes training, when an administrator selects the volunteers and chooses to issue certificates, then the system must generate and send individual certificates to each selected volunteer's registered email address.

An organization wants to customize the certificate template to include their logo and a specific design.

Given an organization has access to the certificate template settings, when they modify the template to include their logo and design details, then the changes should be reflected in all newly generated certificates without affecting previously generated certificates.

A volunteer requests a replacement certificate due to loss or damage.

Given a volunteer requests a replacement certificate via the platform, when the system verifies the volunteer's previous certification, then it must provide an option to reissue the certificate and notify the volunteer via email once the reissue process is complete.

The platform needs to track and report on the issuance of certificates over time.

Given the organization wants to review its certificate issuance statistics, when they access the reporting dashboard, then the system must display key metrics, including number of certificates issued, number of volunteers certified, and timeframes for certificate issuance.

A volunteer completes their training but has not received the certification email.

Given a volunteer has completed the training, when the certification email is triggered by the system, then the email must contain accurate certification details and be sent within 24 hours of certification approval.

An organization needs to provide validation options for certificates issued to volunteers.

Given a volunteer presents their certificate for validation, when the issuing organization is contacted using the provided verification link, then the organization must confirm the certificate's authenticity and volunteer's details within an agreed timeframe.

Points-Based Rewards Tracking

User Story: As a volunteer, I want to earn points for my contributions to the organization so that I can track my engagement and redeem them for rewards or recognition, enhancing my overall experience.
Description: This requirement aims to implement a points-based rewards system for volunteers, where they earn points for their contributions that can be redeemed for rewards or recognition. The system will track volunteer activities and automatically calculate points based on predefined criteria. This engaging approach encourages consistent volunteerism and participation by making recognition fun and competitive, ultimately increasing volunteer retention and satisfaction for the nonprofit organization.
Acceptance Criteria: Tracking Points Accumulation for Volunteer Contributions

Given a volunteer has logged their hours in the system, when they complete an activity worth points, then their total points should automatically update in their profile based on the criteria defined for that activity.

Redemption of Points for Rewards

Given a volunteer has accumulated the required points for a reward, when they select a reward to redeem in the system, then the points should be deducted from their total and the volunteer should receive confirmation of the redemption.

Display of Volunteer Points and Rank

Given a volunteer is logged into their account, when they view their profile, then they should see their current points balance and their rank compared to other volunteers in the organization.

Automatic Notification of Points Milestones

Given a volunteer has reached a points milestone, when the milestone is achieved, then the system should automatically send a notification email to the volunteer highlighting their achievement and any associated rewards.

Historical Tracking of Volunteer Points Activities

Given a volunteer wants to view their points history, when they navigate to the points history section in their profile, then they should see a chronological list of activities that earned them points and their corresponding point values.

Admin Management of Points Criteria

Given an admin is logged into the system, when they access the points management section, then they should be able to add, edit, or remove points criteria for volunteer activities with clear success and error messages for each action.

Integration with Volunteer Scheduling System

Given volunteers use a separate scheduling system, when they log hours in that system, then those hours should automatically sync to the points tracking system and reflect the correct point accumulation based on predefined criteria.

Recognition Feedback Loop

User Story: As a volunteer, I want to provide feedback on the recognition system so that the organization can understand my needs and improve my volunteering experience.
Description: This requirement defines a mechanism for obtaining feedback from volunteers regarding the recognition and rewards system. By implementing surveys and feedback forms, organizations can assess the effectiveness and perception of their recognition efforts. This data will help nonprofits refine their strategies to improve volunteer satisfaction and engagement through tailored recognition initiatives. Establishing this feedback loop is crucial for ensuring that the recognition system meets the needs and expectations of volunteers, ultimately enhancing their loyalty and participation.
Acceptance Criteria: Volunteer submits feedback through the online survey about their experience with the recognition and rewards system after they have received a reward.

Given that a volunteer has received a recognition reward, when they access the feedback survey, then they should be able to complete and submit the survey without any technical issues.

Nonprofit staff reviews the collected feedback from volunteers to assess the effectiveness of the recognition program.

Given that feedback data has been collected from volunteers, when the nonprofit staff accesses the analytics dashboard, then they should see a summary report that highlights key themes and satisfaction ratings.

A volunteer receives a notification to participate in a feedback survey after completing a specific number of volunteer hours.

Given that a volunteer has met the required hours, when they log into the FundStream platform, then they should receive a prompt inviting them to participate in the feedback survey.

The recognition feedback loop is evaluated to determine the response rate of volunteers to the surveys sent out.

Given that feedback surveys were distributed, when the organization reviews the response data, then they should find that at least 50% of volunteers have completed the survey within the provided time frame.

A nonprofit organization implements and adjusts their recognition strategy based on the feedback received from volunteers.

Given that feedback responses have been analyzed, when the organization holds a strategy meeting, then they should present at least three actionable changes for improving their recognition system based on volunteer insights.

A volunteer provides qualitative feedback through an open-ended question in the survey regarding their recognition experience.

Given that a volunteer fills out the feedback survey, when they submit an open-ended response, then their feedback should be correctly stored in the database for future reference and analysis.

Social Sharing of Achievements

User Story: As a volunteer, I want to share my achievements on social media so that I can showcase my contributions to friends and the community, inspiring others to get involved.
Description: This requirement is to enable volunteers to share their badges, certificates, and points achievements on social media platforms. By allowing volunteers to promote their accomplishments online, organizations can increase visibility and awareness of their impact, and foster a community around their cause. This integration not only celebrates volunteers’ efforts publicly but also motivates others to get involved, thus amplifying the organization's reach and facilitating organic recruitment of new volunteers.
Acceptance Criteria: Volunteers share their achievement badges on Facebook after a successful fundraising event, aiming to showcase their contributions and inspire their networks to join the cause.

Given a volunteer has earned a badge, When they select the 'Share on Facebook' option, Then the badge is successfully posted on their Facebook profile with a message template provided by the system.

A volunteer wants to share their certificate of appreciation on Twitter to acknowledge the organization’s recognition for their efforts during the campaign.

Given a volunteer has received a certificate, When they choose the 'Share on Twitter' button, Then the certificate is successfully tweeted with the correct hashtags and a mention of the organization’s handle.

An organization runs a campaign where volunteers earn points for their engagement activities and want to celebrate the top three point earners on LinkedIn.

Given volunteers have accumulated points, When the campaign concludes, Then the top three volunteers’ points and names are automatically formatted in a celebratory post and published on the organization’s LinkedIn page.

A volunteer wishes to share their progression points on Instagram to encourage others to participate in future activities.

Given a volunteer has accumulated points, When they use the 'Share on Instagram' option, Then a visually appealing image displaying their points is created and shared on their Instagram profile with a motivational caption.

A nonprofit organization encourages volunteers to share their achievements collectively during an annual gala by integrating social media sharing directly into the event's app.

Given the gala is ongoing, When a volunteer selects their shared achievements within the app to post on social media, Then the selected achievements are successfully shared on their chosen platform with personalized messages that highlight the event.

A volunteer wants to check how many of their friends or connections have shared their achievement posts, to gauge the impact of their social sharing.

Given a volunteer shares an achievement, When they access the 'My Achievements' section, Then they can see a count of friends or connections who have engaged with their posts (likes, shares) on the respective social media platform.

Group Collaboration Spaces

Dedicated virtual spaces where volunteers can collaborate on projects or events. This feature allows for shared resources, idea brainstorming, and community building, making the volunteer experience more interactive and enriching.

Requirements

Real-time Document Sharing

User Story: As a volunteer, I want to share and edit documents in real-time within our project space so that we can collaborate more effectively and keep all project-related information organized and accessible.
Description: The Real-time Document Sharing requirement enables volunteers to upload, share, and collaboratively edit documents within the Group Collaboration Spaces. This feature includes version control and access permissions, ensuring that the latest updates are always available while maintaining the integrity of previous versions. By facilitating seamless document collaboration, this requirement enhances project coordination and reduces the back-and-forth communication typically involved in document revisions. This capability is essential for volunteers to brainstorm ideas, share resources, and develop project plans efficiently, ultimately leading to increased engagement and productivity among team members.
Acceptance Criteria: Volunteers collaborate on a fundraising project within a Group Collaboration Space and need to share a draft proposal document for collective editing and feedback.

Given the document is uploaded to the Group Collaboration Space, when volunteers access the document, then they should be able to view, edit, and comment on the document in real-time without loss of data.

A volunteer wants to ensure that previous versions of a document shared in the Group Collaboration Space are accessible to all team members.

Given a document has been edited multiple times, when the volunteer accesses the version history, then they should be able to view, restore, and compare previous document versions easily.

A project manager needs to control who can access and edit documents shared in the Group Collaboration Space to maintain confidentiality and organization.

Given the document has specific access settings, when a volunteer tries to edit or view the document, then their permissions should allow or deny access based on their role as defined in the Group Collaboration Space settings.

Volunteers are working on an event planning document that requires multiple contributors to update their sections without conflicts or overwrites.

Given multiple volunteers are editing the document simultaneously, when changes are made, then they should be merged without conflicts, and all users should see the changes reflected in real-time.

A volunteer needs to share important resources related to a project in the Group Collaboration Space and wants to ensure those resources remain organized and easily accessible.

Given resources are uploaded to a dedicated folder within the Group Collaboration Space, when a volunteer navigates to that folder, then they should be able to find and access the resources without any difficulty in locating them.

Volunteers want to receive notifications when changes are made to the documents they are collaborating on within the Group Collaboration Space.

Given a document is being edited by multiple volunteers, when a volunteer subscribes to notifications for that document, then they should receive alerts for all changes made, including comments and edits, in real-time.

Task Assignment and Tracking

User Story: As a project leader, I want to assign tasks to volunteers and track their progress so that I can ensure we stay on schedule and everyone knows their responsibilities clearly.
Description: The Task Assignment and Tracking requirement allows team leaders to assign specific tasks to volunteers within the Group Collaboration Spaces. This feature includes task deadlines, priority levels, and progress tracking. Volunteers can see their assigned tasks, mark them as completed, and provide updates to the group. This functionality streamlines project management, ensures accountability, and helps teams identify any bottlenecks in collaboration. By promoting clarity and organization regarding responsibilities, this requirement enhances volunteer engagement and encourages timely completion of project milestones.
Acceptance Criteria: Task Assignment by Team Leaders

Given a team leader in a Group Collaboration Space, when they assign a task to a volunteer with a deadline and priority, then the volunteer should receive a notification of the task assignment and see it listed under their tasks with the correct details.

Marking Tasks as Completed

Given a volunteer has completed a task in the Group Collaboration Space, when they mark the task as completed, then the task's status should update to 'Completed', reflect the completion date, and notify the team leader.

Updating Task Progress

Given a volunteer is working on an assigned task, when they provide an update on the progress of the task, then the update should be reflected in the task details, and all group members should receive a notification of the update.

Viewing Assigned Tasks

Given a volunteer logs into the Group Collaboration Space, when they navigate to their tasks section, then they should see a list of all assigned tasks with their respective status, deadline, and priority level.

Completion Tracking for Team Leaders

Given a team leader views the task allocation dashboard, when they filter tasks by completion status, then they should see an accurate representation of tasks marked as 'Not Started', 'In Progress', and 'Completed'.

Setting Task Deadlines and Priorities

Given a team leader creates a new task in the Group Collaboration Space, when they specify a deadline and priority level, then this information should be persistently stored and visible to the assigned volunteer and the team leader.

Identifying Bottlenecks in Task Management

Given a team leader analyzes the task management metrics, when they review the task completion rates and current statuses, then they should be able to identify any tasks that are overdue and any volunteers who may need assistance.

Discussion Forums

User Story: As a volunteer, I want to engage in discussions with other team members about our projects so that we can share ideas, provide feedback, and enhance our collaborative experience.
Description: The Discussion Forums requirement introduces a space for volunteers to engage in conversations about projects, share feedback, and brainstorm new ideas asynchronously. This feature allows for threaded discussions, tagging of topics, and notifications for new posts. By fostering a community and encouraging the sharing of diverse perspectives, this requirement enhances the collaborative environment and keeps all members informed about ongoing discussions. It addresses the need for effective communication and fosters a sense of belonging among volunteers, which is crucial for maintaining enthusiasm and participation in projects.
Acceptance Criteria: Volunteers accessing the Discussion Forums to initiate a new project-related thread for an upcoming fundraising event.

Given a logged-in volunteer, when they navigate to the Discussion Forums and click on 'Start New Discussion', then they should be able to provide a title, body content, and relevant tags for the discussion before submitting it.

Volunteers contributing to existing threads by replying to discussions about ongoing projects or events.

Given a volunteer viewing an existing discussion thread, when they click on 'Reply', then they should be able to add their response, which immediately updates the thread and notifies all members involved in the discussion.

Volunteers tagging topics within their posts to improve searchability and relevance of discussions.

Given a volunteer creating a discussion post, when they select tags from a predefined list, then those tags should be displayed above the discussion thread and be searchable for other volunteers.

Volunteers receiving notifications for new posts or responses to discussions they are following.

Given a volunteer has opted in for notifications, when a new post or a reply is made to a discussion they are following, then they should receive an email notification within 5 minutes of the activity.

Volunteers using filters to find specific discussions relevant to their projects or interests.

Given a volunteer is on the Discussion Forums page, when they apply filters such as date, tags, or project names, then the displayed discussions should update to show only those matching the selected criteria.

Volunteers having the ability to search for specific keywords in discussions to find relevant information quickly.

Given a volunteer is on the Discussion Forums page, when they enter a keyword in the search bar, then the results should display all discussions and replies containing that keyword.

Volunteers providing feedback on discussions to enhance the quality of contributions and dialogue.

Given a volunteer reading a discussion, when they select 'Upvote' or 'Downvote' on a reply, then the score for that reply should update accordingly to reflect the community's feedback about its value.

Polls and Surveys

User Story: As a volunteer, I want to participate in polls and surveys regarding our projects so that my voice can be heard and we can make decisions as a team based on everyone's input.
Description: The Polls and Surveys requirement enables team leaders or volunteers to create quick polls and surveys within the Group Collaboration Spaces. This feature can be used to collect opinions, measure satisfaction, or drive decisions through group consensus. By gathering feedback easily and efficiently, it empowers volunteers to have a voice in project decisions and ensures that outcomes align with the team's collective interests. This interactive feature strengthens engagement and enhances group dynamics by fostering a culture of inclusivity and collaboration.
Acceptance Criteria: Creating a Quick Poll for Volunteer Feedback

Given a team leader is in the Group Collaboration Space, When they select the 'Create Poll' option, Then they should be able to enter the poll question and multiple answer options before submitting it for responses.

Viewing Active Poll Results

Given a volunteer has submitted their response to a poll, When they access the 'Poll Results' section, Then they should see a summary of the responses with percentages displayed for each option, updated in real-time.

Survey Creation and Distribution

Given a team leader wants to gather insights from volunteers about an upcoming event, When they create a survey with multiple questions and share it, Then all members in the Group Collaboration Space should receive a notification to complete the survey.

Accessing Survey Submission History

Given a volunteer has previously completed a survey, When they navigate to their 'Survey History,' Then they should see a list of surveys they have participated in along with their submitted responses.

Anonymous Poll Participation

Given a volunteer is accessing a poll, When they submit their response, Then their response should be recorded without displaying their identity to other participants.

Closing a Poll After a Time Limit

Given a team leader has set a time limit for a poll, When the time limit elapses, Then the poll should automatically close and no further responses should be accepted, with results available for review.

Feedback Based on Survey Results

Given a team leader has analyzed the survey results, When they decide to take action based on feedback, Then they should be able to share the results with the group and outline the next steps based on volunteer suggestions.

Grant Matching Engine

A powerful algorithm that analyzes organizational profiles and project needs to automatically generate a list of suitable grant opportunities. This feature saves users valuable time by eliminating the need for extensive manual searches and ensures that users are alerted to the most relevant funding sources available.

Requirements

Automated Grant Suggestions

User Story: As a nonprofit staff member, I want to receive automated grant suggestions tailored to my organization’s profile so that I can save time and focus on applying for the most suitable funding opportunities available.
Description: The requirement entails developing an automated grant suggestion capability powered by an advanced algorithm that analyzes user-entered organizational profiles and project needs. This feature will generate a tailored list of suitable grant opportunities, significantly reducing the time users spend on manual searches. By integrating this functionality within FundStream, users can receive real-time alerts and suggestions for relevant funding sources, thereby enhancing their fundraising strategies and improving overall efficiency in securing grants. Additionally, the system will learn from user interactions, optimizing suggestions over time for increased relevance.
Acceptance Criteria: User inputs their organizational profile and project needs into FundStream to receive grant suggestions for their upcoming fundraising campaign.

Given a user has entered their organizational profile and specific project needs, when they click the 'Get Grant Suggestions' button, then they should receive a list of at least 5 relevant grant opportunities tailored to their profile.

A user modifies their project needs after initially receiving grant suggestions and requests updated recommendations.

Given a user updates their project needs, when they click the 'Update Suggestions' button, then they should receive a new tailored list of grant opportunities that reflects the updated project needs within 30 seconds.

The system learns from user interactions over time and should optimize its grant recommendations.

Given a user regularly selects and applies for grants from suggested opportunities, when they provide feedback on the relevance of these suggestions, then the algorithm should improve the relevance of future suggestions based on this feedback, demonstrating improved matches within 3 iterations.

A user wants to be alerted for new grant opportunities matching their profile and project needs.

Given a user has opted in for notifications and has saved their organizational profile, when a new matching grant becomes available, then they should receive an email alert within 24 hours of the grant being added to the system.

A user with limited technical skills accesses the grant suggestion feature for the first time.

Given a user with limited technical skills is using FundStream, when they access the grant suggestion feature, then they should be presented with an intuitive interface that includes clear instructions and examples on how to enter their details, resulting in successful submissions and suggestions without external assistance.

The grant suggestions maintain current information and relevance as per the latest funding opportunities.

Given the system is connected to a real-time database of grants, when a user requests suggestions, then the list of grants should reflect current funding opportunities that have been updated within the last 30 days.

User Profile Configuration

User Story: As a nonprofit user, I want to easily configure my organizational profile so that I can ensure that the grant suggestions I receive are accurate and relevant to my needs.
Description: This requirement focuses on allowing users to configure and manage their organizational profiles easily. It encompasses the ability to input, edit, and update key information such as mission, project descriptions, funding needs, and other critical data necessary for generating accurate grant recommendations. This capability ensures that users have comprehensive and up-to-date profiles, enabling the Grant Matching Engine to provide the most relevant suggestions. A user-friendly interface and intuitive editing tools will be fundamental to enhance user experience and ensure adoption.
Acceptance Criteria: User Profile Configuration - Initial Setup

Given the user accesses the user profile configuration page, when they input their organizational details and click 'Save', then the system should save the information and display a confirmation message.

User Profile Configuration - Editing Existing Information

Given the user has already saved their profile, when they navigate to the profile configuration page, edit any field, and click 'Update', then the system should save the changes and reflect the updated information instantly without errors.

User Profile Configuration - Required Fields Validation

Given the user is on the profile configuration page, when they attempt to save their profile without filling in required fields, then the system should prompt them with an error message indicating which fields are missing.

User Profile Configuration - Data Persistence

Given the user has filled in their organizational information and saved it, when they log out and log back in, then the previously entered information should be retained and displayed correctly in the profile configuration page.

User Profile Configuration - User-Friendly Interface

Given the user is on the profile configuration page, when they interact with the editing tools, then the interface must be intuitive, allowing the user to easily understand how to edit and save their information without guidance.

User Profile Configuration - Error Handling

Given the user is on the profile configuration page, when they input invalid data formats (e.g., incorrect email format), then the system should show a clear error message next to the field with guidance on how to correct the input.

User Profile Configuration - Accessibility Compliance

Given the user is on the profile configuration page, when they navigate through the page using assistive technology, then all elements must be accessible and conform to WCAG 2.1 AA standards.

Grant Opportunity Alerts

User Story: As a nonprofit staff member, I want to receive alerts for new grant opportunities based on my profile so that I can quickly apply for relevant funding as soon as it becomes available.
Description: This requirement involves implementing a notification system that alerts users about new grant opportunities that match their configured profiles. The alerts will be customizable based on user preferences, such as frequency and specific criteria of interest. This feature will integrate with the existing Grant Matching Engine, ensuring users are promptly informed about potential funding sources. Such a proactive approach will enable users to respond quickly to new opportunities, enhancing their chances of securing necessary funding.
Acceptance Criteria: User receives an alert about a new grant opportunity that matches their profile settings within their preferred notification window.

Given the user has configured their grant preference settings, when a new grant opportunity is available, then an alert should be sent to the user's registered email or mobile device within the specified frequency of notifications.

A user customizes their alert settings for grant opportunities based on specific criteria such as grant type, funding amount, and application deadlines.

Given the user accesses the alert customization page, when they select specific criteria and save their settings, then the system should save these settings and use them to filter future grant alerts sent to the user.

Users are able to opt-in or opt-out of grant opportunity alerts at any time through their account settings.

Given the user is in their account settings, when they toggle the grant alerts option, then their preference should be updated, and no further alerts should be sent if opted out, or resumed if opted in.

The system provides a summary of the grants matched to the user’s profile within the alert email or notification.

Given the user has a matching grant, when they receive a grant alert, then the alert should include a summary of the grant, including the grant title, funding amount, and application deadline.

Users can review and manage their past grant alerts within the application to track opportunities they did not pursue.

Given the user accesses the past alerts section, when they view their historical grant alerts, then they should see a list of all previous alerts with relevant details for each grant opportunity.

The alert system accurately reflects changes made to the user’s profile or criteria in real-time.

Given the user updates their profile or criteria, when the changes are saved, then the alert system should use the updated parameters for future notifications without any delay.

Grant Application Tracking

User Story: As a nonprofit user, I want to track my grant applications so that I can stay organized and ensure I follow up on each opportunity effectively.
Description: This requirement encompasses the development of a tracking system for users to monitor the status of their grant applications. Users will be able to log applications, receive updates, and set reminders for follow-ups, creating a comprehensive view of their grant application process. This functionality will help users stay organized and ensure they do not miss critical deadlines or follow-up opportunities, ultimately streamlining their efforts in securing grants.
Acceptance Criteria: User successfully logs a new grant application into the system.

Given a user has access to the Grant Application Tracking feature, when the user inputs all required details about the new grant application and submits it, then the application should be successfully saved and displayed in the user's grant application list.

User receives notifications for application status updates.

Given a user has logged a grant application and the status of the application changes, when the status is updated by the system, then the user should receive a notification of the status change via email or in-app alert.

User sets a reminder for follow-up on the grant application.

Given a user has submitted a grant application, when the user creates a follow-up reminder for that application, then the system should store the reminder and notify the user at the specified time.

User views a comprehensive list of all grant applications with their statuses.

Given a user has logged multiple grant applications, when the user navigates to the Grant Application Tracking section, then the system should display a table listing all applications with their corresponding current statuses and submission dates.

User edits an existing grant application to update information.

Given a user has logged a grant application, when the user selects the application and modifies any details, then the system should update the application and confirm the changes were successful.

User deletes a grant application from the tracking system.

Given a user has logged a grant application, when the user chooses to delete the application, then the system should remove the application from the tracking list and confirm the deletion with the user.

User checks their grant application history for past submissions.

Given a user has previously logged grant applications, when the user accesses the application's history page, then the system should display all past applications along with their submission dates and statuses.

Intuitive User Dashboard

User Story: As a nonprofit staff member, I want an intuitive user dashboard that provides an overview of my grant opportunities and application statuses so that I can quickly assess my fundraising efforts and make informed decisions.
Description: The requirement outlines the development of an intuitive user dashboard that provides an overview of grant opportunities, application statuses, and key performance metrics. Users will be able to navigate through a visually appealing interface to quickly access important information. The dashboard will include features such as personalized recommendations, alerts, and progress tracking elements, enhancing overall user experience and engagement with the platform.
Acceptance Criteria: User views the intuitive dashboard upon logging in to FundStream for the first time.

Given the user is logged in, when they access the dashboard, then they should see an overview of grant opportunities, application statuses, and key performance metrics displayed clearly.

User receives personalized grant recommendations on the dashboard based on their organization profile.

Given the user has completed their organizational profile, when they view the dashboard, then they should see a list of at least three personalized grant recommendations relevant to their project needs.

User tracks the status of their grant applications from the dashboard.

Given the user has submitted at least one grant application, when they access the dashboard, then they should see the current status of all applications, including pending, awarded, or rejected statuses.

User sets up email alerts for new grant opportunities that match their criteria.

Given the user has specified their grant search criteria, when they save their alerts, then they should receive an email notification whenever a new grant matching those criteria becomes available.

User interacts with a visually appealing dashboard with various navigation elements.

Given the user is on the dashboard, when they navigate through the interface, then they should find all key elements (applications, metrics, recommendations) accessible within three clicks or less.

User checks the analytics of their fundraising campaigns from the dashboard.

Given the user is on the dashboard, when they select the analytics tab, then they should see visual representations (graphs/charts) of their campaign performance over the selected time frame.

User accesses help resources or tutorials from the dashboard.

Given the user is on the dashboard, when they look for help or tutorials, then they should have easy access to a dedicated help section within two clicks or less.

Deadline Alert System

Users receive instant notifications regarding important deadlines for grant applications, renewals, and reports. By keeping Grants Gurus informed of upcoming dates, this feature ensures that organizations never miss an opportunity and can plan their applications effectively, enhancing efficiency and compliance.

Requirements

Real-time Notification System

User Story: As a nonprofit staff member, I want to receive instant notifications about upcoming grant deadlines so that I can manage my applications more effectively and ensure that my organization doesn't miss any opportunities.
Description: The Real-time Notification System will ensure that users receive immediate alerts regarding important deadlines related to grant applications, renewals, and reports. This requirement involves implementing an efficient notification framework that integrates seamlessly with the FundStream platform, providing users with timely updates via pop-ups, email, or mobile alerts. By prioritizing user customization, the system will allow notification settings to be tailored to individual preferences, enhancing user engagement and ensuring no critical deadlines are overlooked. The implementation of this system is vital for maintaining compliance and optimizing application planning, fostering an environment where organizations can maximize their fundraising opportunities and impact.
Acceptance Criteria: User Customization of Notification Settings

Given a user is logged into FundStream, when they navigate to the notification settings page, then they should be able to customize their alert preferences for grant applications, renewals, and reports, including the types of alerts (pop-up, email, mobile) and the timing of these alerts.

Receiving Timely Alerts for Deadlines

Given that a user has set up their notification preferences, when a deadline for a grant application or renewal approaches (e.g., 7 days prior), then the user should receive an immediate notification through their chosen communication channel (pop-up, email, mobile alert).

Integration with Existing Calendar Applications

Given a user wants to synchronize their deadlines with an external calendar application, when they link their FundStream account with popular calendar services, then all relevant deadlines should automatically populate into their external calendar.

Historical Notifications for Past Deadlines

Given that a user wants to review past grant application deadlines, when they access the notification history section, then they should be able to view all past notifications sent and their respective deadlines, along with the status of each application.

Mobile Notification Functionality

Given a user has opted for mobile alerts, when a deadline notification is triggered, then the user should receive a push notification on their mobile device, including details of the deadline and a link to relevant application or renewal materials.

Testing Notification Delivery

Given that the development team has implemented the real-time notification system, when they conduct testing, then at least 95% of notifications should be delivered within 1 minute of the triggered event, verified through logs and user feedback.

User Feedback on Notification System

Given that the real-time notification system is live, when users provide feedback on their notification experiences within 30 days, then at least 80% of respondents should rate their experience as satisfactory or better, enabling continuous improvement of the notification system.

Customizable Alert Preferences

User Story: As a Grants Guru, I want to customize my alert settings so that I only receive notifications relevant to my specific obligations and preferences, allowing me to focus on what matters most.
Description: The Customizable Alert Preferences feature will empower users to set their own notification criteria based on the types of grants and deadlines relevant to their organization's specific needs. This requirement will involve developing a user-friendly interface that allows users to choose which alerts they wish to receive, the priority level of those alerts, and the method of delivery (e.g., email, SMS, in-app notifications). By providing this level of customization, users can prioritize their attention and resources more effectively, leading to improved management of deadlines and increased confidence in their application processes. This feature ensures that users maintain control over their notifications, reducing stress and enhancing user satisfaction with the platform.
Acceptance Criteria: User sets their preferred alert preferences for grant application deadlines.

Given a user is logged into FundStream, when they navigate to the Alert Preferences section and select the types of grants for which they want to receive alerts, then those preferences should be saved successfully and reflected in their profile settings.

User modifies alert preferences to change the priority and delivery method.

Given a user has existing alert preferences, when they update the priority level and select a new delivery method (email, SMS, in-app), then the updated preferences should be saved correctly and a confirmation message displayed.

User receives notifications for upcoming grant deadlines based on their customized alert preferences.

Given a user has set specific alert preferences, when a grant deadline approaches (within 48 hours), then the user should receive a notification via their chosen delivery method according to their set preferences.

User views a history of past alert notifications they have received.

Given a user accesses their notification history, when they select the history option, then they should see a chronological list of all past notifications along with the corresponding deadlines and details.

User attempts to set alert preferences but selects invalid options.

Given a user is in the Alert Preferences section, when they select an invalid combination of alert settings, then an error message should inform the user of the invalid selection and guide them to make valid choices.

User checks the effectiveness of their alert settings by conducting a test notification.

Given a user has configured their alert preferences, when they opt to send a test notification, then a test message should be sent via their chosen delivery method, confirming that the system is functioning as expected.

User deactivates all alert preferences temporarily.

Given a user has active alert preferences, when they choose to deactivate all notifications, then the system should confirm deactivation and ensure no notifications are sent until they are reactivated.

Deadline Overview Dashboard

User Story: As a nonprofit manager, I want a dashboard that shows me all upcoming deadlines in one place so that I can easily track my submissions and renewals without missing critical dates.
Description: The Deadline Overview Dashboard is designed to provide users with a comprehensive visual representation of all upcoming deadlines related to grant applications, reports, and renewals. This requirement entails the integration of an interactive calendar and timeline feature within the FundStream platform that displays all critical dates at a glance. Users will be able to filter deadlines by different categories, such as urgency, type of grant, or submission status, enabling them to manage their time and resources strategically. This addition will enhance the platform's utility by allowing users to view their obligations in one place, reducing the likelihood of missed deadlines and improving overall organization and planning capabilities.
Acceptance Criteria: View Upcoming Deadlines for Grant Applications

Given I am logged into the FundStream platform, when I navigate to the Deadline Overview Dashboard, then I should see a list of all upcoming deadlines related to grant applications displayed clearly with dates and descriptions.

Filter Deadlines by Categories

Given I am viewing the Deadline Overview Dashboard, when I apply a filter for deadlines by urgency, type of grant, or submission status, then the dashboard should update to show only the deadlines that meet the selected criteria.

Receive Notifications for Approaching Deadlines

Given I have set up notification preferences in my user settings, when a deadline approaches (within 7 days), I should receive an instant notification alerting me to the upcoming deadline via email or mobile alert.

Interactive Calendar View of Deadlines

Given I am viewing the Deadline Overview Dashboard, when I switch to the interactive calendar view, then I should see all critical dates represented on the calendar, clearly indicating specific deadlines for applications, reports, and renewals.

Update Deadlines and Reflect Changes

Given I have access to the Deadline Overview Dashboard, when I update a deadline for a grant application, then the changes should be saved, and the updated deadline should reflect immediately on the dashboard and notifications set up.

Export Deadlines to External Calendar

Given I am on the Deadline Overview Dashboard, when I select the option to export deadlines, then I should receive a downloadable file that integrates seamlessly with common external calendar applications (e.g., Google Calendar, Outlook).

View Deadline History and Completed Tasks

Given I am on the Deadline Overview Dashboard, when I choose to view completed tasks, then I should see a historical list of all deadlines completed in the past, with the corresponding submission status and notes.

Historical Deadline Tracking

User Story: As a data-driven grant seeker, I want to analyze past deadlines and submission outcomes so that I can learn from previous experiences and improve my future applications.
Description: The Historical Deadline Tracking feature will allow organizations to look back at past deadlines for grant applications and reports to evaluate their performance and identify patterns in their submission processes. This requirement involves creating a data analytics component integrated with the existing database, where users can view past deadlines, submission statuses, and outcomes. The insights garnered from this feature will support organizations in refining their future application strategies and improving grant management practices. By analyzing historical data, users can make informed decisions, increasing their success rate in future funding applications and fostering continuous improvement.
Acceptance Criteria: User reviews the historical deadline tracking feature to assess past grant application submissions for insights on missed deadlines and submission success rates.

Given the user is logged in and navigates to the Historical Deadline Tracking section, When the user selects a specific grant program, Then the system should display a table listing all past deadlines, submission statuses, and outcomes for that program.

User analyzes the historical data to identify patterns in their grant submission processes over the past year.

Given the user is viewing the historical data for the past year, When the user requests to generate a report on submission patterns, Then the system should generate a report highlighting the months with the highest and lowest submission rates and any missed deadlines.

User wants to filter historical deadlines to focus on specific types of grants they frequently apply for.

Given the user is on the Historical Deadline Tracking page, When the user applies the filter for a specific grant type, Then the system should only display historical deadlines related to that grant type.

User intends to export historical deadline data for use in internal reports and presentations.

Given the user has selected specific deadlines and outcomes, When the user clicks on the export button, Then the system should export the selected data into a CSV file formatted correctly with all relevant details included.

User needs to view detailed information about a specific past submission to improve future applications.

Given the user selects a specific past submission from the historical data, When the user clicks on the submission detail view, Then the system should display comprehensive details, including submission date, status, and any associated notes or feedback from the grant committee.

User seeks to understand the overall success rate of past submissions to guide future applications.

Given the user is viewing the overview of historical deadlines, When the user activates the summary view, Then the system should display the overall success rate and number of submissions categorized by status (approved, rejected, pending).

User wants to receive suggestions based on historical performance to enhance future applications.

Given the user views the historical data, When the system analyzes submission data, Then the system should recommend strategies based on past performance, such as adjustments in timing or application details for better success rates.

Collaborative Notification Sharing

User Story: As a team member in a nonprofit, I want to share deadlines and tasks with my colleagues so that we can work together effectively and ensure that all our applications are submitted on time.
Description: The Collaborative Notification Sharing requirement will enable teams within nonprofits to share notifications about deadlines and application tasks with each other, enhancing teamwork and accountability. This feature will facilitate the establishment of shared task lists where users can assign deadlines to team members and send reminders for completion. It will involve building a user-friendly collaboration tool within the FundStream platform, ensuring that all relevant team members are informed and on the same page regarding critical actions required for grant applications. By fostering collaboration, this feature will enhance efficiency and ensure collective responsibility for meeting deadlines, ultimately improving submission outcomes.
Acceptance Criteria: Notification Sharing Among Team Members for Grant Deadlines

Given a team member has created a deadline notification, when they share it with other team members, then all selected team members should receive a notification alerting them about the shared deadline.

Assigning Tasks to Team Members with Reminders

Given a user assigns a deadline task to a team member, when the task is approaching its due date, then the assigned team member should receive a reminder notification 24 hours in advance.

Viewing Shared Task Lists and Deadlines

Given multiple team members have shared their task lists, when a user accesses the collaborative notification sharing section, then they should see a consolidated view of all shared deadlines and tasks assigned to them.

Editing and Updating Shared Notifications

Given a team member edits a shared notification, when they save the changes, then all team members who are recipients of the notification should receive an updated notification reflecting the new changes.

Tracking Completion of Assigned Tasks

Given a team member completes an assigned task, when they mark the task as completed, then the task should reflect as completed for all team members in the shared task list.

Receiving Aggregate Reminders for Upcoming Deadlines

Given multiple deadlines are approaching, when the deadline alert system processes the upcoming due dates, then each team member should receive a summary of all impending deadlines at least 48 hours prior to due dates.

User Access Control for Notification Sharing

Given a team member wants to share a notification, when they select users to share with, then only those selected members should have access to view the shared notification based on their permissions.

Integration with External Calendar Services

User Story: As a nonprofit professional, I want to sync my FundStream deadlines with my Google Calendar so that I can manage all my commitments in one place and stay organized more efficiently.
Description: The Integration with External Calendar Services feature will allow users to sync their FundStream deadlines with popular calendar platforms, such as Google Calendar and Outlook. This requirement encompasses building a secure API connection that enables automatic updating of deadlines on external calendars whenever a new deadline is set or modified within FundStream. By utilizing this integration, users will have a holistic view of their commitments across platforms, facilitating better time management and reducing the risk of overlooking grant deadlines. This feature will enhance user experience by adding convenience and flexibility, ensuring that deadlines are front-of-mind in users’ daily scheduling activities.
Acceptance Criteria: User synchronizes FundStream deadlines with Google Calendar for the first time to organize upcoming grant deadlines effectively.

Given a user has set deadlines in FundStream, When the user opts to sync with Google Calendar, Then all deadlines should automatically appear in their Google Calendar with correct dates and times.

A user modifies a deadline in FundStream and wants to ensure the change reflects in their Outlook calendar.

Given a user has synced their FundStream account with Outlook, When the user updates a deadline in FundStream, Then the change should be reflected in the user’s Outlook calendar within five minutes.

User attempts to sync deadlines during peak usage hours and evaluates system performance.

Given the server load is high, When the user tries to sync deadlines, Then the system should complete the sync within ten seconds and show a success message without any errors.

A user wishes to disable the integration with external calendar services after it has been set up.

Given a user has previously enabled the calendar sync, When the user chooses to disable the integration, Then all synced deadlines should be removed from the external calendar, and the user should receive a confirmation message of the successful disconnection.

An admin reviews the API connection status for troubleshooting issues with integration.

Given an admin accesses the system settings, When they view the API connection status, Then they should see a clear indication of whether the connection is active, inactive, or disconnected, along with options to reconnect.

A user successfully syncs multiple deadlines from FundStream to multiple calendar platforms.

Given a user has deadlines set in FundStream, When they sync to both Google Calendar and Outlook simultaneously, Then all deadlines should accurately appear in both calendars without any missing or duplicated entries.

User wants to receive notifications when deadlines are about to be missed based on synced calendar data.

Given a deadline set in FundStream is approaching, When the corresponding date is within 48 hours, Then the user should receive an automated notification via their preferred communication channel (email/app notification).

Customized Compliance Checklists

Tailored checklists that dynamically adjust based on the specific requirements of each grant application. This feature guides users step-by-step through the application process, ensuring that all necessary documents and criteria are met, which reduces errors and increases chances of funding approval.

Requirements

Dynamic Grant Checklist Builder

User Story: As a nonprofit staff member, I want a customizable compliance checklist for each grant application so that I can ensure I have all the necessary documents and requirements to increase my chances of receiving funding.
Description: This requirement involves creating an automated system that generates customizable compliance checklists for grant applications, which are tailored to meet the specific criteria and documentation needed for each grant. The feature will utilize a user-friendly interface that allows users to input details about the grant they are applying for, leading to the generation of a step-by-step checklist. This checklist will guide users through the application process, ensuring they gather all necessary information and documents, thus minimizing errors and improving their chances of securing funding. The implementation of this feature is crucial for enhancing user experience, streamlining grant applications, and improving overall funding outcomes for nonprofits.
Acceptance Criteria: User inputs specific grant type and details to generate a customized checklist.

Given the user selects a grant type when prompted, When they input the required details, Then a checklist should generate that includes all necessary criteria and documentation for that specific grant.

User interacts with the checklist to mark tasks as completed.

Given a checklist is displayed on the user's dashboard, When the user marks an item as complete, Then the item should visually indicate completion and adjust the remaining task count accordingly.

User requests to edit an existing checklist to add or remove items based on new requirements.

Given the user selects an existing checklist, When they choose to edit it, Then the system should allow them to add or remove items dynamically and save the updated checklist.

User receives alerts for missing documents as they progress through the checklist.

Given the user is actively working through the checklist, When they skip a required item, Then an alert should notify them of the missing documents necessary for submission.

User generates a PDF version of the completed checklist for submission.

Given the user has completed their checklist, When they select the generate PDF option, Then a downloadable PDF should be created that includes all completed and required items for submission.

User needs to access previously created checklists for reference.

Given the user navigates to their checklist history, When they select a past checklist, Then the system should display the checklist details accurately, including completion status and any notes.

Pre-filled Document Templates

User Story: As a grant writer, I want access to pre-filled document templates that automatically populate with relevant data so that I can save time and ensure accuracy in my grant submissions.
Description: This requirement focuses on providing users with pre-filled document templates that can be dynamically populated based on the information provided during the grant checklist process. This feature will save time and effort by reducing the amount of manual data entry required, allowing users to quickly adapt templates for their specific needs. Implementing this feature will improve efficiency and ensure consistency in documentation submitted for grants, thereby enhancing the credibility of the nonprofit's application to potential funders.
Acceptance Criteria: User initiates a grant application process and selects a grant type in FundStream, triggering the generation of a pre-filled document template based on the requirements for that particular grant.

Given a user is logged into FundStream and has selected a grant type, when they initiate the document preparation process, then a corresponding pre-filled template should be generated automatically, containing relevant fields populated with the user’s data from their profile and previous submissions.

User completes the customized compliance checklist and submits the necessary documents for a grant application, ensuring all required fields in the pre-filled template are present and correctly filled.

Given that the user has filled out the compliance checklist, when they review the pre-filled document, then they should see all mandatory fields populated, and any missing information should be highlighted for correction before submission.

User needs to edit and adjust the pre-filled document templates for specific grant requirements, ensuring that the templates remain easily editable and customizable.

Given that a user has opened a pre-filled document template, when they make changes to any of the fields, then the template should correctly save all modifications without losing pre-existing data or formatting.

User accesses the pre-filled document templates multiple times in a single session, verifying that the system maintains consistency in data population during continuous use.

Given that a user has generated a pre-filled document template from the same grant type repeatedly, when they compare the generated templates, then all data sourced from the user's profile should remain consistent across all instances unless modified by the user.

User submits their completed grant application, containing pre-filled document templates, through the FundStream platform intended for review by external funders or authorities.

Given that the user has completed and finalized their grant application with pre-filled templates, when they click on the submit button, then the system should confirm successful submission and notify the user with a confirmation message, while all documents reflected in the submission should adhere to the specified format and content guidelines required by the funders.

System administrators change the template formats and requirements for various grant types, ensuring users receive updated templates that reflect new compliance regulations.

Given that new compliance regulations are in effect, when a system administrator updates the template formats in FundStream, then users should automatically receive updated pre-filled templates that align with the latest compliance requirements without needing to reinitiate any processes.

Real-Time Compliance Tracking

User Story: As a project manager, I want to track my compliance status in real-time so that I can manage my grant applications effectively and meet all deadlines.
Description: This requirement entails the development of a dashboard that allows users to track their progress against the compliance checklist in real-time. Users will see which steps have been completed, which documents are outstanding, and receive notifications for approaching deadlines. This feature is vital for keeping users organized and ensuring they stay on track throughout the application process, leading to timely submissions and a higher likelihood of funding success.
Acceptance Criteria: User navigates to the Real-Time Compliance Tracking dashboard after logging into the FundStream platform to check the status of their grant application progress.

Given the user is logged in and on the Real-Time Compliance Tracking dashboard, When the user views the checklist, Then the dashboard should display a list of all compliance steps with completed steps marked distinctly, outstanding documents highlighted, and deadlines shown next to each step.

A user receives a notification about a nearing deadline for a required document related to their grant application.

Given a user has set up notifications for compliance deadlines, When a deadline is within three days, Then the system should send a notification to the user’s email and display a pop-up alert on their dashboard about the upcoming deadline.

A user completes a required step in the compliance checklist and uploads the necessary document.

Given the user has uploaded the required document for a compliance step, When the upload is successful, Then the compliance checklist should automatically update to mark the step as completed and display a confirmation message.

A user wants to filter the compliance checklist to see only outstanding items.

Given the user is viewing the compliance checklist on the dashboard, When the user selects the filter option to show only outstanding steps, Then the list should refresh to display only the steps that are not yet completed along with their respective deadlines.

A user accesses the compliance tracking dashboard for a specific grant application to ensure they meet all requirements before submission.

Given the user has accessed a specific grant application on the Real-Time Compliance Tracking dashboard, When the application is selected, Then the dashboard should display a tailored compliance checklist relevant to that grant, showing both completed and pending items clearly.

Multiple users from the same nonprofit organization collaborate on a grant application and need to track their progress collectively.

Given multiple users from the same organization are logged into the FundStream platform, When one user updates the compliance checklist, Then all authorized users should see the updated status in real-time without needing to refresh the page.

A user needs to review the compliance checklist history to understand past progress and changes made over time.

Given the user accesses the compliance checklist history feature from the dashboard, When the user selects the history option, Then a chronological list of changes, including completed steps and any document uploads, should be displayed clearly with timestamps.

Integrated Document Submission Portal

User Story: As a nonprofit organization administrator, I want to submit grant applications directly through FundStream so that I can simplify the application process and avoid submission errors.
Description: This requirement involves an integrated portal that allows users to submit their completed grant applications directly from the FundStream platform. This feature would streamline the submission process, ensuring that all documents are sent securely and that users receive confirmation of successful submission. It is essential for improving user confidence and reducing the complexity of tracking multiple submission channels, ultimately enhancing the user experience.
Acceptance Criteria: User submits a completed grant application through the integrated document submission portal.

Given that the user has filled out the grant application and attached all required documents, when the user clicks on the 'Submit' button, then the system should successfully upload all documents and display a confirmation message of successful submission.

User receives a confirmation email after submitting a grant application.

Given that the user has successfully submitted their grant application, when the application submission is completed, then an email confirmation should be sent to the user's registered email address, including a summary of the submitted application.

User attempts to submit a grant application without filling mandatory fields.

Given that the user has missed mandatory fields in the grant application form, when they click on the 'Submit' button, then the system should prevent submission and display an error message indicating the missing fields.

User needs to track the status of their submitted grant application.

Given that the user has submitted a grant application, when they navigate to the submission history section, then they should see the submitted application listed with its current status and submission date.

User uploads an unsupported file type during the grant application submission.

Given that the user attempts to upload a file that is not in an accepted format (e.g., JPG, PDF), when they click on the 'Submit' button, then the system should display an error message stating the accepted formats and prevent the submission.

User wants to review submission requirements before starting the application process.

Given that the user is on the document submission portal, when they click on 'Submission Guidelines', then the system should display a comprehensive list of all required documents and criteria for successful submission.

User experiences a system error while submitting their grant application.

Given that the user is trying to submit their grant application, when a system error occurs (e.g., server down), then the system should display a user-friendly error message and allow the user to retry the submission after resolving the issue.

Customizable Reporting Tools

User Story: As a nonprofit director, I want customizable reporting tools so that I can evaluate our grant application performance and make informed decisions for future fundraising strategies.
Description: This requirement encompasses the creation of customizable reporting tools that let users analyze their compliance checklist completion rates and application outcomes. Users will be able to generate reports that highlight areas of strength and opportunities for improvement in their grant application processes. This feature will provide nonprofits with valuable insights to refine their future applications and enhance their funding strategies, fostering a culture of continuous improvement.
Acceptance Criteria: User navigates to the customizable reporting tools after completing multiple grant application compliance checklists.

Given the user is on the reporting tools page, when they select a specific checklist, then the system should generate a report showing completion rates and outcomes related to that checklist within 3 seconds.

A user wants to generate a report to analyze their compliance performance over the last quarter.

Given the user has access to their previous quarter's data, when they select the date range and click 'Generate Report', then a report should display key metrics including average completion rate and application success rate for that period.

A nonprofit manager seeks to understand the strengths and weaknesses of their grant application process.

Given the manager has completed compliance checklists for multiple applications, when they request a report analyzing areas of strength and weakness, then the system should categorize metrics under 'Strengths' and 'Opportunities' for improvement accurately based on user-defined parameters.

Users from different departments need to collaborate on compliance checklist reporting.

Given multiple users are logged in, when they generate a report from the customizable reporting tool, then users should be able to share the report via email or save it to a collaborative workspace directly from the reporting interface.

A user needs to print their analysis report for a board meeting.

Given the user is viewing the report on their screen, when they select the 'Print' option, then the report should format correctly for printing with no loss of information, maintaining all graphs and data visibility.

A user wants to export their report in multiple formats for further analysis.

Given the report is generated, when the user chooses to export the report, then the system should provide options to download the report in PDF and Excel formats without losing any information or data integrity.

User Feedback and Improvement Loop

User Story: As a user of the FundStream platform, I want to provide feedback on the compliance checklists so I can contribute to the enhancement of features that better serve my needs.
Description: This requirement seeks to establish a feedback mechanism where users can provide input on the compliance checklist and related features. This feedback loop will allow for continuous improvement based on user experience and needs. It is important for ensuring that the product evolves in alignment with user expectations, thus fostering user satisfaction and retention.
Acceptance Criteria: User initiates the feedback process after experiencing the compliance checklist feature for the first time.

Given the user has completed a grant application using the compliance checklist, when they access the feedback form, then they should be able to submit their suggestions and feedback successfully.

An admin reviews user feedback submitted through the platform.

Given the admin is logged into the backend, when they access the feedback dashboard, then they should see all submitted feedback organized by grant application type, sorted by submission date.

A user receives a confirmation after submitting their feedback on the compliance checklist.

Given the user submitted feedback, when they click on the submit button, then they should see a confirmation message indicating that their feedback was received successfully.

The product team implements changes based on user feedback and communicates these to users.

Given that the product team has reviewed user feedback, when updates are made to the compliance checklist, then an email notification should be sent to all impacted users detailing the changes made based on their feedback.

Users can view previously submitted feedback and its status.

Given a user has submitted feedback in the past, when they navigate to the feedback section, then they should see a list of their previous submissions along with their current status (e.g., 'Under Review', 'Implemented').

The compliance checklist dynamically adjusts based on user-selected grant types.

Given a user selects a specific grant type, when they view the compliance checklist, then the displayed criteria should only include items relevant to that chosen grant type.

Collaborative Application Workspace

A dedicated platform for team collaboration on grant applications, allowing users to easily share drafts, feedback, and assignments with colleagues. This feature promotes teamwork, streamlines the application process, and ensures that all members are aligned and contribute to producing high-quality submissions.

Requirements

Real-time Collaboration Tools

User Story: As a grant writer, I want to collaborate with my teammates in real-time so that we can quickly finalize our application drafts and submit them on time without delays caused by asynchronous feedback.
Description: The requirement involves implementing real-time collaboration features such as simultaneous editing, comments, and annotations for grant application drafts. This functionality will allow team members to work together seamlessly on the same document, enhancing productivity and reducing the back-and-forth typically associated with document revisions. The integration of these tools within the FundStream platform ensures that all members can contribute dynamically, respond to feedback in real-time, and track changes effectively, ultimately leading to higher quality and more coherent grant submissions.
Acceptance Criteria: Simultaneous Editing in Real-time

Given multiple users are collaborating on a grant application draft, When any user makes an edit, Then all other users see the changes reflected instantly within 2 seconds without needing to refresh their view.

Comments and Annotations Visibility

Given a user adds a comment or annotation to a section of the grant draft, When other users view that section, Then they should see the comment or annotation displayed clearly, along with timestamps and the name of the user who made it.

Version History Tracking

Given multiple edits have been made to a grant application draft, When a user accesses the version history, Then they can see a chronological list of changes made, including who made the change and the ability to revert to any previous version.

User Notifications for Changes

Given a user is working in a grant application draft, When another user makes an edit or leaves a comment, Then the first user receives a real-time notification on their device indicating the change.

Conflict Resolution for Simultaneous Edits

Given two users are editing the same section of a grant application draft at the same time, When they both attempt to save their changes, Then the system prompts them to resolve the conflict and asks which version to keep or to merge changes.

User Access Control

Given a team is collaborating on a grant application, When a new user is invited to collaborate, Then the system should allow them to edit, comment, or view based on the permissions set by the team lead.

Search and Filter Comments

Given a user wants to read comments on a specific section of the grant draft, When they use the search or filter functionality, Then they should be able to find relevant comments quickly based on keywords or user names.

Integrated Feedback Loop

User Story: As a project manager, I want to receive consolidated feedback from all team members on our grant applications so that we can address concerns quickly and maintain our submission timeline.
Description: The requirement includes establishing an integrated feedback loop where users can easily give and receive structured feedback on application drafts. This will involve features like feedback prompts, notifications for changes, and a centralized repository for comments. By streamlining the feedback process, users can ensure clarity and alignment within their teams, which is critical for producing high-quality applications that meet grant standards. This integration not only aids in refining drafts but also helps in adhering to external deadlines by ensuring timely reviews.
Acceptance Criteria: Scenario 1: A nonprofit team is collaboratively working on a grant application. They need to provide and receive feedback on different sections of the application draft before the final submission deadline, ensuring all team members can contribute their insights effectively.

Given that the user has submitted a draft application, when a colleague adds feedback in the designated feedback section, then the user should receive a notification of the new comment via email and within the platform.

Scenario 2: A team member wants to see all the feedback provided on a draft application to understand the changes needed before resubmitting for review.

Given that feedback has been collected on a submitted draft, when the user navigates to the feedback repository, then all comments should be displayed in chronological order along with the names of the contributors.

Scenario 3: A team manager needs to track feedback responses to ensure all comments are addressed prior to finalizing the grant application for submission.

Given that multiple comments exist on the draft application, when the manager views the feedback status, then the platform should indicate which comments are resolved and which are still pending action.

Scenario 4: The team is approaching the grant submission deadline and needs to ensure that all feedback has been acted upon and all revisions are made accurately.

Given that the submission deadline is approaching, when the user checks the status of feedback acknowledgments, then the system must show a summary indicating all feedback items resolved or pending and highlight any that were not addressed.

Scenario 5: Team members want to receive reminders for feedback due dates to ensure all reviews are completed before submitting the application.

Given that a member has assigned feedback tasks to teammates, when the due date for feedback approaches, then each assigned member should receive an automated reminder notification through the platform.

Scenario 6: A team member wants to suggest feedback on a specific part of the application draft and needs to reference the section clearly.

Given that the user is reviewing a draft application, when the user selects a text snippet to comment on, then they should be able to attach their feedback directly to the highlighted text section for clarity.

Scenario 7: Users need to quickly identify unresolved feedback as the deadline inches closer for submission.

Given that the user is in the application feedback section, when they filter the feedback by unresolved status, then only outstanding comments should be displayed for easy reference.

Version Control System

User Story: As a team lead, I want to track revisions of our grant applications so that I can ensure accountability and easily revert back to an earlier version if needed, especially before deadlines.
Description: Implementing a version control system will enable users to track changes made to grant applications over time, allowing them to revert to previous versions if necessary. This functionality is crucial for maintaining a history of document revisions, which is essential for audits and collaboration. Users will be able to see who made which changes, providing accountability and clarity to the application process. The version control system should allow for easy comparisons between versions to review differences and decide on final text to be submitted.
Acceptance Criteria: User creates a new grant application and initiates version control.

Given a user is creating a new grant application, when they save the application for the first time, then a new version should be created with a unique version identifier and a timestamp.

User makes edits to an existing grant application and wants to track changes.

Given a user has opened a saved grant application, when they make edits and save the application, then the version history should record the changes along with the user’s identification and a timestamp.

User reviews the version history of a grant application.

Given a user has accessed the version control section of a grant application, when they select a previous version, then they should see a detailed comparison of changes between the current and previous version, highlighting additions and deletions.

User needs to revert to a previous version of a grant application.

Given a user is viewing the version history, when they select a previous version and choose to revert, then the application should reflect the content of the selected version and create a new version reflecting this change.

User receives feedback on their grant application and wants to implement suggested changes.

Given a user has received feedback in the form of comments on their grant application, when they make the suggested changes, then a new version should be created containing those changes with the feedback noted in the version history.

User wants to communicate the changes made in the latest version of the grant application to their team.

Given a user has saved a new version of the grant application, when they view the version history, then they should be able to generate a summary report of changes made since the last version, including who made each change.

User needs to ensure accountability for changes made to the grant application.

Given multiple users are collaborating on a grant application, when a new version is created, then the version history should clearly indicate which user made each change along with a timestamp for auditing purposes.

Task Assignment Feature

User Story: As a nonprofit staff member, I want to assign tasks to my team about what each person should contribute to our grant application so that we can work more efficiently and meet our deadlines without missing critical components.
Description: This requirement is centered around creating a task assignment feature that enables users to delegate specific responsibilities related to the grant application process. Team members can assign tasks related to writing, research, editing, or reviews and set deadlines for each task. This functionality will enhance the organization and clarity of responsibilities within the team. By clearly defining assignments, teams can increase accountability and ensure that all necessary components of grant applications are covered before submission.
Acceptance Criteria: Task Assignment Completion for Grant Application Process

Given a user is logged into the Collaborative Application Workspace, when they assign a task to a team member with a deadline, then the task should appear in the assigned member's task list with the correct deadline and description.

Editing and Updating Assigned Tasks

Given a user has assigned a task to a team member, when the team member edits the task details or deadline, then these changes should be reflected in real-time for the user who assigned the task.

User Notification on Task Assignments

Given a user assigns a task to a team member, when the assignment is made, then the assigned team member should receive a notification via email and within the platform about the new task with all relevant details.

Tracking Task Completion Status

Given a user is viewing their assigned tasks, when a task is marked as complete by the assignee, then the manager or team leader should see the updated status in the main task overview dashboard.

Setting Priorities for Tasks

Given a user assigns a task to a team member, when they set a priority level (high, medium, low) for that task, then the priority should be clearly indicated in the task list for both the assigner and assignee.

Filtering Tasks by Assignee and Status

Given a user is in the task management interface, when they apply filters to display tasks by specific assignees or status (completed/in-progress), then the interface should only display tasks that meet the selected criteria.

Generating Task Assignment Reports

Given a user has assigned multiple tasks, when they request a report of assignment status, then the system should generate a report that includes task details, assigned members, deadlines, and completion status in a downloadable format.

Document Sharing and Security

User Story: As a grant coordinator, I want to securely share our application drafts with board members for their input, ensuring that sensitive information remains protected while facilitating valuable feedback and collaboration.
Description: This requirement involves implementing secure document sharing functionality that allows users to share grant application drafts with internal and external stakeholders while ensuring data protection. Features should include permission settings, access logs, and encryption. The importance of this requirement lies in fostering collaboration beyond the immediate team, such as involving board members or external advisors without compromising the security of sensitive information. Secure sharing will enhance stakeholder engagement while adhering to privacy standards.
Acceptance Criteria: Internal team collaboration on a grant application draft where team members share documents securely.

Given that a user wants to share a draft with selected team members, When the user applies specific permission settings and shares the document, Then the team members should receive an email notification with proper access to view or edit the document according to the permissions assigned.

Involving external stakeholders, like board members, in reviewing grant applications without exposing sensitive data.

Given that a user intends to share a draft with an external stakeholder, When the user shares the document and selects 'View-only' access with tracked changes enabled, Then the external stakeholder should be able to view comments and suggestions without the ability to edit the original document.

Monitoring and reviewing who accessed shared grant application drafts and when.

Given that a user has shared a document with internal and external stakeholders, When the user checks the access logs for the document, Then the log should list all individuals who accessed the document, along with timestamps and the type of access (view/edit).

Ensuring an encrypted document sharing process for enhanced security during collaboration.

Given that a user shares a grant application draft with others, When the document is sent via the platform, Then the document should be encrypted both in transit and at rest to prevent unauthorized access.

Facilitating feedback collection through secure document sharing among team members on the same grant application.

Given that a user has shared a draft for feedback, When team members provide comments within the document, Then all comments should be visible alongside the shared document with version history tracked to maintain a clear record of changes.

Allowing a user to revoke access to a shared document quickly if needed.

Given that a document has been shared with various users, When the user decides to revoke access, Then the revoked users should no longer have access to the document and should be notified of the change via email.

Personalized Dashboard for Tracking Progress

User Story: As a team member, I want a personalized dashboard that shows the status of our grant applications so that I can quickly understand what tasks I need to focus on and how we are progressing towards our deadlines.
Description: The implementation of a personalized dashboard for tracking the progress of grant applications will allow users to visualize key metrics, deadlines, and contributors involved in each submission. This dashboard will provide an overview of the application's status, including sections that are completed, in progress, and pending, which helps in managing timelines effectively. Personalized insights will keep all team members informed and aligned on their responsibilities and the overall submission goals.
Acceptance Criteria: User logs into FundStream and accesses the Collaborative Application Workspace to view their personalized dashboard for tracking progress on grant applications.

Given the user is logged in, when they navigate to the Collaborative Application Workspace, then they should see a personalized dashboard displaying key metrics, deadlines, and contributors for each grant application.

A team member makes updates to a grant application status, including marking sections as completed and adding notes.

Given a team member updates a grant application's section status, when they save the changes, then the dashboard should automatically reflect the updated status in real-time, including completed, in-progress, and pending sections.

The user wants to check the deadlines for all grant applications they are involved in.

Given the user views their personalized dashboard, when they look for deadlines, then the dashboard should display all relevant deadlines clearly labeled next to each grant application listed.

A user wants to see personalized insights and contributions of each team member for a specific grant application.

Given the user is on the personalized dashboard, when they select a specific grant application, then the insights section should show the contributions and roles of all team members involved with that application.

The user needs to filter applications based on their current status.

Given the user is on the personalized dashboard, when they apply a filter for application status (e.g., 'In Progress', 'Pending'), then the dashboard should update to display only the applications matching the selected status.

A user receives notifications for upcoming deadlines related to their grant applications.

Given the user has deadlines approaching, when they log into FundStream, then they should see notifications on their dashboard highlighting these upcoming deadlines in a prominent manner.

Multiple team members collaborate on a single grant application and want to share feedback through the dashboard.

Given multiple team members are contributing to a grant application, when feedback is submitted by any member, then all team members should receive a notification and see the feedback reflected in the comments section of the application on the dashboard.

Grant Progress Tracker

An interactive dashboard that allows users to visualize the status of their grant applications, from initial submission to final reporting. This feature keeps Grants Gurus organized and informed, enabling them to monitor timelines and ensure timely follow-ups with funders.

Requirements

Grant Submission Overview

User Story: As a Grants Guru, I want to see an overview of all my grant submissions so that I can manage my applications more effectively and ensure that I don't miss any important deadlines.
Description: This requirement entails the development of an interface that provides users with a clear and concise overview of all current grant submissions. It will allow users to see the status of each application, including whether they are pending review, approved, or rejected. By centralizing this information, users can efficiently manage their grant applications, ensuring that they are aware of timelines and next steps, ultimately improving their chances of success in securing funding.
Acceptance Criteria: User accesses the Grant Submission Overview to review the statuses of multiple grant applications at the beginning of the fiscal quarter.

Given that the user is logged into FundStream, When the user navigates to the Grant Submission Overview, Then the user should see a list of all current grant submissions along with their statuses (pending review, approved, rejected).

A user submits a new grant application and wants to confirm that it appears in the Grant Submission Overview.

Given that the user has submitted a new grant application, When the user refreshes the Grant Submission Overview page, Then the new grant application should appear in the list with a status of 'Pending Review'.

A Grants Guru wants to check the deadline for a grant application that is pending review.

Given that the user is viewing the Grant Submission Overview, When the user clicks on a specific grant application, Then the user should see detailed information including submission date and deadline for feedback.

A user with an approved grant application wishes to confirm the next steps in the reporting process.

Given that the user has an approved grant application, When the user views the Grant Submission Overview, Then the application should be marked as 'Approved' and include a link to the reporting requirements and deadlines.

A user needs to filter grant applications based on their status to focus only on pending applications.

Given that the user is on the Grant Submission Overview page, When the user selects the 'Pending' filter, Then only grant applications with the status 'Pending Review' should be displayed.

A Grants Guru wants to receive notifications about changes to grant application statuses.

Given that the user has opted in for notifications, When there is a change in the status of any grant application, Then the user should receive an email notification detailing the changes made.

Interactive Timeline Display

User Story: As a Grants Guru, I want an interactive timeline displaying the milestones of my grant applications so that I can quickly understand where each application stands and what actions I need to take next.
Description: This requirement involves implementing an interactive timeline feature within the Grant Progress Tracker that visually represents key milestones for each grant application. Users will be able to click on different points in the timeline to retrieve additional details about each phase of the application process. This functionality enhances user engagement and allows for quick, intuitive navigation through different stages of grant management.
Acceptance Criteria: User views interactive timeline for a specific grant application.

Given the user is logged into FundStream and has navigated to the Grant Progress Tracker, when the user selects a grant application, then the interactive timeline should display key milestones such as submission date, review date, and report due date in chronological order, visually highlighting the current stage of the application.

User clicks on a milestone to view details.

Given the interactive timeline is displayed for a selected grant application, when the user clicks on any milestone in the timeline, then a detailed pop-up should appear showing additional information about that milestone, including dates, notes, and action items.

User interacts with the timeline on different devices.

Given the user accesses the FundStream platform on both desktop and mobile devices, when the user views the interactive timeline, then the timeline should be responsive and maintain usability across different screen sizes without losing functionality or clarity.

User tracks progress of multiple grant applications simultaneously.

Given the user is on the Grant Progress Tracker, when the user selects multiple grant applications to compare, then the interactive timeline should display a consolidated view of all selected timelines, allowing for side-by-side comparisons of key milestones.

User receives notifications for upcoming milestones.

Given the user has set up notifications for grant application milestones, when a milestone is approaching based on the timeline, then the user should receive an automated reminder notification via email or SMS to ensure timely follow-up actions are taken.

User shares timeline view with team members.

Given the user has the option to collaborate on grant applications, when the user selects the share feature, then the interactive timeline view should generate a shareable link or export option to send to team members while preserving the details viewed.

User updates milestone status directly from the timeline.

Given the user is viewing the interactive timeline, when the user marks a milestone as complete, then the timeline should update in real-time to reflect this change, visually indicating the completed milestone while retaining all previous data.

Automated Reminder Notifications

User Story: As a Grants Guru, I want to receive automated reminders about upcoming deadlines for my grant submissions so that I can take timely actions and avoid any delays in the application process.
Description: This requirement focuses on establishing an automated notification system that alerts users of upcoming deadlines and overdue actions related to their grant applications. Notifications can be customized in terms of frequency and types of updates (e.g., submission reminders, follow-up actions). Improved reminder systems will keep users accountable and minimize the risk of missing critical deadlines, ultimately leading to better management of grant applications.
Acceptance Criteria: User receives an automated reminder for a grant application submission deadline three days in advance.

Given a grant application is nearing its submission deadline, when the reminder notification is triggered, then the user should receive a notification via email and within the FundStream platform.

User can customize the frequency of reminder notifications for their grant applications.

Given a user accesses the notification settings, when they adjust the frequency from daily to weekly reminders, then the system must save the new setting and reflect the change in the user's profile.

User receives an overdue action reminder for a follow-up with a funder.

Given a follow-up action is overdue, when the specified time has passed, then the user should receive a push notification on their mobile device and an email alert.

User accesses their notification history to review past reminders.

Given a user navigates to the notification history section, when they view the history, then the system should display all past reminders with accurate timestamps and details of the notifications sent.

User can disable reminder notifications for specific grant applications.

Given a user selects a specific grant application, when they choose to disable notifications for that application, then the system should update the settings to prevent any future reminders for that application while maintaining notifications for others.

User can set preferences for the types of updates they want to receive.

Given a user is on the notification settings page, when they select the types of updates they wish to receive (e.g., submission reminders, follow-up actions), then those preferences are saved and correctly reflected in their notification settings.

User receives a confirmation after changing their reminder notification settings.

Given a user updates their notification preferences, when the changes are successfully saved, then the user should see a confirmation message in the interface verifying that the settings have been updated.

Funding Source Integration

User Story: As a Grants Guru, I want to access a list of potential funding sources directly within the Grant Progress Tracker so that I can find suitable grant opportunities without having to leave the platform.
Description: This requirement involves integrating the Grant Progress Tracker with a database of potential funding sources, allowing users to easily identify and add new grant opportunities. Users will be able to filter funding sources by specific criteria such as type, region, and application deadlines. This integration will provide Grants Gurus with a comprehensive view of available funding options, simplifying the grant sourcing process and enhancing the overall fundraising strategy.
Acceptance Criteria: As a Grants Guru, I want to access the Funding Source Integration feature so that I can view and filter potential funding sources based on specific criteria to identify new grant opportunities quickly.

Given that I am on the Grant Progress Tracker dashboard, when I access the Funding Source Integration, then I should see a list of potential funding sources that can be filtered by type, region, and application deadlines.

As a Grants Guru, I want to filter funding sources by specific criteria to streamline my search process, making it easier to find relevant grants.

Given that I have accessed the Funding Source Integration, when I apply filters for type, region, and application deadline, then the displayed list of funding sources should update to reflect only those that meet the selected criteria.

As a Grants Guru, I want to be able to add a new funding source to my list from the Funding Source Integration feature to keep my opportunities up to date.

Given that I have found a suitable funding source, when I click the 'Add' button in the Funding Source Integration, then the new funding source should be saved in my personal list of funding sources within the Grant Progress Tracker.

As a Grants Guru, I want to receive real-time notifications when new funding sources that match my criteria become available to ensure I don't miss opportunities.

Given that I have set criteria for funding sources, when a new funding source matching my criteria is added to the database, then I should receive an immediate notification on my dashboard and via email.

As a Grants Guru, I want to view detailed information about each funding source in the Funding Source Integration feature to make informed decisions about which grants to pursue.

Given that I have a list of funding sources displayed, when I click on a specific funding source, then I should see detailed information including eligibility requirements, application deadlines, and funding amounts.

As a Grants Guru, I want to track the status of my recently added funding sources in the Grant Progress Tracker so that I can manage my follow-up actions effectively.

Given that I have added funding sources to my list, when I check the status of those funding sources from the Grant Progress Tracker, then I should see a clear indication of the application status and any necessary follow-up tasks.

Real-time Collaboration Features

User Story: As a Grants Guru, I want to collaborate in real-time with my team on grant applications so that we can improve our efficiency and ensure everyone is aligned on the application process.
Description: This requirement calls for the implementation of collaborative tools that allow multiple team members to access and update grant applications simultaneously. Features such as comments, file sharing, and editing capabilities will enhance teamwork and communication among nonprofit staff. This addresses the need for cohesive team efforts in managing grant applications, facilitating easier collaboration amongst team members.
Acceptance Criteria: Grant progress collaboration amongst multiple team members in real-time.

Given multiple team members have access to the grant application dashboard, When one member makes a comment on the application, Then all other members should see the comment in real-time without needing to refresh the page.

The ability to share documents related to grant applications seamlessly within the platform.

Given a grant application is open, When a team member uploads a file to the associated documents section, Then all other users with access to the application should be able to see and download the uploaded file immediately.

Simultaneous editing of grant applications by multiple users.

Given a grant application is open for editing, When two or more team members edit different sections of the application at the same time, Then their changes should be saved without conflicting errors and all users should see the updates in real-time.

Tracking and notification of changes made by team members on grant applications.

Given there are multiple users accessing the grant application, When any user saves changes to the application, Then all other users should receive a notification indicating who made the change and what section was updated.

Ensuring secure access to sensitive grant application information during collaboration.

Given that team members are collaborating on a grant application, When a user attempts to access the application, Then they should be required to log in and only see applications they have been granted access to based on their role.

Facilitating discussions around grants by allowing comments on specific sections.

Given a team member is viewing a grant application, When they click on a specific section and add a comment, Then the comment should be visible to all team members with access to that application and linked to the specific section for context.

Ensuring a user-friendly interface for collaborative features for all team members, regardless of technical skill level.

Given a nonprofit staff member with basic technical skills, When they use the collaboration features (commenting, file sharing, editing) in the grant application dashboard, Then they should be able to perform these actions without assistance or encountering technical errors.

User Training and Support Module

User Story: As a Grants Guru, I want access to training materials and support resources within the platform so that I can learn how to use the Grant Progress Tracker effectively and maximize my efficiency in managing grants.
Description: This requirement necessitates the development of a training and support module that offers tutorials, guides, and FAQs related to grant management within FundStream. This module aims to empower users with the knowledge and skills necessary to leverage the Grant Progress Tracker effectively. The inclusion of interactive training resources will enhance user adoption and ensure that nonprofit organizations can maximize their use of the platform.
Acceptance Criteria: User Access to Training Resources

Given that a user logs into the FundStream platform, when they navigate to the User Training and Support Module, then they should see a list of tutorials, guides, and FAQs related to grant management, accessible without errors.

Interactive Training Resource Availability

Given that a user selects a specific tutorial within the User Training and Support Module, when the tutorial is launched, then they should experience a fully interactive resource, including videos, quizzes, and step-by-step instructions, without any technical issues.

User Feedback Mechanism

Given that a user completes a training module, when they submit feedback on the usefulness of the resource, then the feedback should be recorded successfully in the system and the user should receive a confirmation message.

Search Functionality in Support Module

Given that a user enters a keyword related to grant management in the search bar of the User Training and Support Module, when they hit search, then relevant tutorials, guides, and FAQs should be displayed in a list format without any delays.

Mobile Compatibility of Training Materials

Given that a user accesses the FundStream platform from a mobile device, when they open the User Training and Support Module, then all training materials should be responsive and fully functional, maintaining usability on smaller screens.

Integration of Help Chat Support

Given that a user is viewing the User Training and Support Module, when they have a question, then they should be able to access a help chat feature that connects them to support staff in real-time without errors.

Tracking User Progress in Training Modules

Given that a user begins a training module within the User Training and Support Module, when they complete the module, then their progress should be saved and accessible for future reference, along with a completion badge awarded.

Comprehensive Grant Resources Hub

A centralized repository of best practices, guidelines, and templates specifically for grant writing and applications. This feature equips users with valuable tools and resources, enhancing their knowledge and skills in navigating the grant landscape and increasing their chances of success.

Requirements

Resource Search Functionality

User Story: As a nonprofit grant writer, I want to quickly search for specific grant resources and templates so that I can efficiently develop high-quality applications that increase our chances of funding success.
Description: The Resource Search Functionality is designed to enable users to quickly locate specific grant writing resources, best practices, and templates within the Comprehensive Grant Resources Hub. This feature will include advanced filtering options, keyword search, and categorization to ensure that users can find the most relevant materials efficiently. By simplifying the search process, users will save time and increase their productivity, enabling them to focus more on crafting successful grant applications.
Acceptance Criteria: User initiates a keyword search for a specific grant writing template within the Resource Search Functionality.

Given a user is on the Comprehensive Grant Resources Hub, when they enter a keyword into the search bar and hit 'search', then the system should display a list of resources that match the keyword, including templates, articles, and guidelines relevant to grant writing.

User applies filters to narrow down the search results for grant writing resources.

Given a user has selected specific filters (e.g., 'Grant Writing Templates', 'Best Practices') and clicks 'apply filters', then the system must return only those resources that match the selected filters, without any unrelated content appearing in the results.

User searches for resources using both keyword and filters simultaneously.

Given a user has entered a keyword and applied multiple filters, when they click 'search', then the system should display results that meet both the keyword and filter criteria, ensuring no mismatched resources are shown.

User accesses the Resource Search Functionality from different devices.

Given a user accesses the Comprehensive Grant Resources Hub from a mobile device or tablet, when they use the Resource Search Functionality, then they should experience consistent performance and layout as on a desktop version, allowing efficient searching.

User tries to access a resource that has been archived and not available in the current library.

Given a user searches for a specific resource that has been archived, when they enter the resource title in the search bar, then the system should clearly indicate that the resource is archived and provide options for alternative resources or a link to the archives.

Dynamic Content Updates

User Story: As a nonprofit staff member, I want the resources in the Grant Hub to be regularly updated so that I can utilize the latest best practices and improve my chances of successful grants.
Description: The Dynamic Content Updates requirement ensures that the Comprehensive Grant Resources Hub remains current and relevant by automatically updating resources, best practices, and templates based on user feedback and industry trends. This feature will include mechanisms for users to submit recommendations for new resources and for the platform to regularly assess the relevance of existing materials. By providing up-to-date information, users will have access to the latest strategies and guidelines, ultimately enhancing their grant writing efforts.
Acceptance Criteria: User submitting a request for new grant resources through the platform's feedback form.

Given a user is logged into FundStream, when they fill out the feedback form and submit a request for new grant resources, then the request should be logged in the system with a timestamp and user ID.

The platform dynamically updates the Comprehensive Grant Resources Hub based on user feedback and industry trends.

Given that the system receives a new resource recommended by a user, when it is validated by the content team, then the resource should be added to the Grant Resources Hub and visible to all users within 24 hours.

A user views the Grant Resources Hub to ensure they have the latest resources for grant writing.

Given a user accesses the Comprehensive Grant Resources Hub, when they view the list of resources, then they must see a 'Last Updated' date next to each resource indicating it is current within the last three months.

The platform checks and evaluates the relevance of existing resources in the Grant Resources Hub based on latest industry standards.

Given the system conducts a quarterly review of resources, when the review is completed, then 90% of the resources should be assessed for relevance, with outdated resources marked for removal or update.

User utilizes the Comprehensive Grant Resources Hub to download templates for their grant proposals.

Given a user is on the Grant Resources Hub page, when they select a template to download, then the download should initiate successfully, and the user should receive a confirmation message.

Users report outdated resources through the platform's feedback mechanism.

Given a user identifies an outdated resource in the Grant Resources Hub, when they submit a report via the feedback form, then the resource should be logged as outdated and flagged for review by the content team.

The analytics dashboard displays metrics on user engagement with the Grant Resources Hub.

Given users have accessed the Grant Resources Hub, when the analytics dashboard is viewed, then it should display user engagement metrics, including average session duration and most downloaded resources, updated in real-time.

User Feedback Mechanism

User Story: As a user of the Grant Hub, I want to provide feedback on the resources so that the Hub can improve its offerings based on actual user experiences and needs.
Description: The User Feedback Mechanism will allow users to provide feedback on the resources available in the Comprehensive Grant Resources Hub. This requirement includes features for rating and reviewing resources, submitting suggestions, and flagging outdated content. By collecting user feedback, the platform can improve the quality and relevance of its offerings, ensuring that grant writers receive the most effective tools and guidelines tailored to their needs.
Acceptance Criteria: User submits a rating for a resource in the Comprehensive Grant Resources Hub.

Given a user is logged into their account, when they navigate to a resource detail page and submit a rating, then the rating is successfully recorded and displayed in the ratings summary.

User reviews a resource in the Comprehensive Grant Resources Hub.

Given a user is logged into their account, when they write and submit a review for a resource, then the review is saved and displayed under the resource without errors.

User submits a suggestion for improving a resource in the hub.

Given a user is logged into their account, when they fill out the suggestion form for a resource and submit it, then a confirmation message is shown and the suggestion is stored in the system for review.

User flags outdated content in the Comprehensive Grant Resources Hub.

Given a user is logged into their account, when they identify a resource as outdated and submit a flag, then the system marks the resource as needing review and notifies the admin team.

Admin reviews user feedback and suggestions from the hub.

Given an admin is logged into their account, when they access the feedback management dashboard, then they can view all user submissions for ratings, reviews, suggestions, and flagged content for action.

Users can view aggregated ratings for resources in the hub.

Given a user accesses the list of resources in the hub, when they view any resource, then the system displays the average rating along with the number of ratings submitted.

Users can filter resources based on ratings in the hub.

Given a user is browsing the list of resources, when they apply a filter for '5-star rated' resources, then only those resources with that rating are displayed correctly.

Interactive Learning Modules

User Story: As a nonprofit employee new to grant writing, I want interactive learning modules with practical exercises so that I can gain the skills I need to write successful grant applications.
Description: The Interactive Learning Modules requirement aims to integrate educational content into the Comprehensive Grant Resources Hub. These modules will provide step-by-step guidance, tutorials, and practical exercises on grant writing and application processes. By including interactive elements, users can engage with the content more effectively, practice skills, and apply what they've learned directly to their grant writing efforts, thereby enhancing their capabilities and confidence.
Acceptance Criteria: User engages with an Interactive Learning Module on grant writing basics through the Comprehensive Grant Resources Hub.

Given the user accesses the Interactive Learning Module on grant writing basics, when they complete the module, then they should pass a knowledge check with at least 80% accuracy to demonstrate understanding.

User completes a practical exercise within an Interactive Learning Module related to creating a grant proposal.

Given the user finishes the practical exercise section of the module, when they submit their proposal for review, then they should receive instant feedback including strengths and areas for improvement.

User reflects on their learning progress after completing multiple Interactive Learning Modules in the Comprehensive Grant Resources Hub.

Given the user has completed three or more Interactive Learning Modules, when they access their progress report, then it should display completion status for each module and overall improvement in confidence levels.

User accesses the resources section of the Interactive Learning Module to download templates and guidelines for grant applications.

Given the user navigates to the resources section within any module, when they click on a template or guideline link, then they should be able to download the document without error.

An administrator views usage analytics from the Interactive Learning Modules to assess user engagement.

Given the administrator accesses the analytics dashboard, when they select the relevant module, then they should see detailed statistics on user completions, average scores, and feedback ratings.

User provides feedback on the Interactive Learning Module experience after completing the content.

Given the user finishes the module, when they submit the feedback form, then their responses should be recorded, and a thank you message should be displayed confirming submission.

User interacts with a forum area related to the Interactive Learning Modules for peer support and knowledge sharing.

Given the user accesses the forum, when they post a question or response, then it should appear in the forum immediately and allow other users to reply.

Collaboration Tools Integration

User Story: As a team leader, I want to collaborate with my colleagues on grant proposals within the Hub so that we can synthesize our diverse insights and expertise into successful applications.
Description: The Collaboration Tools Integration requirement will facilitate teamwork by allowing multiple users to collaborate on grant applications directly within the Comprehensive Grant Resources Hub. This will involve integrating with existing collaboration platforms, enabling document sharing, commenting, and version control to streamline the writing process. By improving communication and collaboration among team members, the tool will lead to more cohesive and higher-quality grant proposals.
Acceptance Criteria: Multiple users are working on a grant proposal simultaneously within the Comprehensive Grant Resources Hub, each influencing the document in real-time.

Given multiple users are collaborating on a grant proposal, when a user makes an edit, then all other users should see the changes reflected in real-time without any delays.

Users need to share documents securely with other team members using integrated collaboration tools.

Given a user selects a document from the hub for sharing, when they send the share link, then the recipient should receive access to the document with the correct permissions as defined by the sender.

Team members will need to leave comments and feedback on specific sections of the grant application to improve content quality.

Given a user is reviewing a grant application, when they add a comment in the designated comment section, then the comment should save and be visible to all other collaborators in real-time.

Version control is required to track changes made to grant applications throughout the collaboration process.

Given a grant application has multiple versions, when a user accesses the version history, then they should be able to view, compare, and revert to previous versions of the document as needed.

Users require notifications for updates on the documents they are collaborating on to stay informed of changes.

Given a user is collaborating on a grant application, when another user makes a significant update, then the collaborator should receive a notification indicating what changes were made and when.

The integration with collaboration platforms must facilitate easy linking of external documents needed for the grant application.

Given a user is preparing a grant application, when they link an external document, then it should be accessible from within the hub without requiring additional logins or permissions.

Performance Analytics Dashboard

User Story: As a nonprofit director, I want to view analytics on our grant application performance so that I can make informed decisions about our fundraising strategy and improve our future submissions.
Description: The Performance Analytics Dashboard will provide users with insights into their grant writing efforts by tracking application success rates, funding received, and other key performance indicators. This feature will utilize real-time data visualization techniques to present information in an accessible manner, enabling users to assess their performance over time and identify areas for improvement. By understanding their metrics, users can refine their strategies and increase their grant-seeking success.
Acceptance Criteria: User accesses the Performance Analytics Dashboard after completing several grant applications to evaluate the success of their funding efforts.

Given that the user has logged into FundStream, when they navigate to the Performance Analytics Dashboard, then they should see a visual representation of their grant application success rates, funding received, and key performance indicators for the past year.

User filters the performance analytics data by specific time ranges to analyze grant funding trends over time.

Given that the user is viewing the Performance Analytics Dashboard, when they apply a filter for a custom date range, then the displayed data should update accordingly to reflect the funding information and application success rates for that specified period.

User views how their grant writing performance compares to industry benchmarks to identify areas for improvement.

Given that the Performance Analytics Dashboard includes industry benchmarks, when the user selects the benchmarks comparison feature, then they should see a side-by-side comparison of their success rates against the established industry standards.

User receives a notification for discrepancies in their grant funding reports.

Given that the user maintains their performance data on the dashboard, when an inconsistency is detected in the funding received, then the user should be notified immediately through an alert on the dashboard.

User exports their performance analytics data to share with their team for collaborative strategy refinement.

Given that the user selects the export function from the Performance Analytics Dashboard, when they choose a file format for export, then the system should successfully generate a report that includes all relevant performance metrics and download it to the user's device.

User accesses help documentation related to the Performance Analytics Dashboard for troubleshooting.

Given that the user requires assistance while using the Performance Analytics Dashboard, when they click on the help icon, then they should be directed to relevant documentation and resources related to dashboard features and usage.

Performance Analytics for Grants

An analytics tool that evaluates the success rate of applications, tracking which types of grants resulted in funding success and which didn’t. This data-driven insight allows nonprofits to refine their grant-seeking strategies based on historical performance, optimizing future application efforts.

Requirements

Grant Success Rate Dashboard

User Story: As a nonprofit grant manager, I want to access a dashboard that shows the success rates of our grant applications so that I can identify successful strategies and improve our approach to future applications.
Description: The requirement is to develop a Grant Success Rate Dashboard that provides a visual representation of the success rates of various grant applications submitted by nonprofits. This dashboard will display key metrics such as the number of applications submitted, succeeded, and failed, as well as categorize these results by grant types, funding sources, and submission dates. The dashboard will enable nonprofits to quickly assess which grant strategies are effective and which are not, thus guiding their future efforts in a data-driven manner. Integrating this dashboard into FundStream will enhance nonprofits' capabilities in making informed decisions regarding their grant-seeking strategies, ultimately optimizing their chances of securing funds for their missions.
Acceptance Criteria: Grant Success Rate Dashboard displays accurate visualizations of grant application success metrics when accessed by a nonprofit's program manager.

Given the program manager has submitted grant applications, when they access the Grant Success Rate Dashboard, then they should see a visual representation of the total applications submitted, the number of successful applications, and the number of unsuccessful applications categorized by grant type.

Users can filter grant application data on the Grant Success Rate Dashboard based on various criteria such as grant type, funding source, and submission date.

Given the program manager is viewing the Grant Success Rate Dashboard, when they apply filters for grant type, funding source, and submission date, then the dashboard should refresh and display the metrics that match the selected criteria only.

The Grant Success Rate Dashboard enables users to download a report of the displayed metrics for offline analysis.

Given the program manager is viewing the Grant Success Rate Dashboard, when they click on the 'Download Report' button, then a CSV file containing the current visualized metrics should be generated and downloaded successfully.

The Grant Success Rate Dashboard loads efficiently and is accessible without delay for the user's analysis.

Given multiple program managers are accessing the Grant Success Rate Dashboard, when any user opens the dashboard, then it should load within 5 seconds and display all relevant metrics without any error messages.

The dashboard allows users to compare success rates across different grant types over selected timeframes.

Given the program manager is using the Grant Success Rate Dashboard, when they select two or more grant types and a specific time period, then the dashboard should display a comparative analysis of success rates across those grant types for that timeframe.

Historical Performance Analysis Tool

User Story: As a nonprofit analyst, I want to analyze historical grant performance data so that I can tailor our future applications to align with past successes and improve our funding outcomes.
Description: This requirement involves creating a tool that enables nonprofits to analyze historical grant performance over time. The tool will allow users to filter and sort data based on various parameters, including grant type, funding organization, application date range, and success rate. By leveraging AI-driven insights, nonprofits can not only understand past performance but also receive actionable recommendations for improving future applications. This capability will help organizations to better align their grant-seeking efforts with successful patterns identified in their analysis, maximizing their resource allocation and increasing their fundraising capabilities.
Acceptance Criteria: User wants to analyze grant applications submitted over the last two years to identify trends in successful funding.

Given that the user inputs a date range of the last two years and selects specific grant types, when they execute the analysis tool, then they should receive a report displaying the success rates categorized by grant type and average funding amounts received.

Nonprofit staff member aims to filter results by funding organization to understand which organizations have funded their grants historically.

Given that the user selects a specific funding organization and applies the filter, when they click on 'Apply Filters', then the system should display only the applications submitted to that organization along with their success rates.

The user wants to receive AI-driven recommendations to improve future grant applications based on historical data.

Given that the user has completed the analysis of past applications, when they request AI-driven insights, then the system should provide actionable recommendations based on successful patterns identified in the historical data.

The user aims to visualize data trends for easier comprehension of their grant performance over time.

Given that the user selects the 'Graph View' option, when they view the output, then the system should present a graphical representation of historical success rates over the selected time period, allowing for visual trend analysis.

A user needs to export their analysis results for presentations or reports.

Given that the user completes their analysis, when they choose the 'Export' option and select a file format (e.g., CSV, PDF), then the system should successfully generate and download the report in the chosen format without errors.

The nonprofit wants to save frequently used filter settings for future analysis ease.

Given that the user saves a specific filter set, when they navigate away and return to the tool, then their saved filter settings should be available for easy application without needing to re-enter the parameters.

Grant Type Comparison Chart

User Story: As a nonprofit executive, I want a comparison chart of grant types to identify which categories have historically provided the best funding outcomes for our organization so that we can prioritize our future applications accordingly.
Description: The requirement is to implement a Grant Type Comparison Chart that visually compares the success rates of different types of grants. This interactive chart will provide insights into which categories of grants yield higher funding success rates for specific nonprofit missions and initiatives. By examining the data through various filters such as organization size, mission focus area, and funding amount, nonprofits can make strategic decisions on which grant applications to prioritize. This feature will empower nonprofit organizations to focus their resources effectively, increasing their chances of fundraising success and ensuring that their efforts are directed where they are most likely to yield results.
Acceptance Criteria: Nonprofit staff need to compare success rates of grants during the planning phase of their fundraising strategy. They log into FundStream and navigate to the Grant Type Comparison Chart feature, where they can input their specific filters to observe the data they need.

Given a nonprofit user is logged into FundStream, when they access the Grant Type Comparison Chart and apply filters for organization size and mission focus area, then the chart should display a visual comparison of success rates for the selected grant types.

After applying filters on the Grant Type Comparison Chart, nonprofit staff want to receive insights on which grant categories have historically performed best for organizations with similar missions. They analyze the data presented in the chart to make informed decisions.

Given a nonprofit user has selected specific filters and viewed the Grant Type Comparison Chart, when they hover over a grant type on the chart, then a tooltip should appear displaying the detailed success rate and number of applications submitted for that grant type.

Nonprofit staff are preparing for an upcoming grant application and need to visualize how funding success rates differ across funding amounts. They customize the Grant Type Comparison Chart accordingly for a strategic fundraising approach.

Given a nonprofit user is viewing the Grant Type Comparison Chart, when they adjust the funding amount slider, then the chart should automatically update to reflect the success rates for grant types that fall within the specified funding range.

Executive directors of nonprofits need to present the data from the Grant Type Comparison Chart to their board to justify their strategic funding decisions. They download the chart and related data for their presentation.

Given a nonprofit user is viewing the Grant Type Comparison Chart, when they click on the 'Download' button, then a CSV file containing the chart data along with applied filters should be generated and made available for download.

During a strategy meeting, nonprofit staff want to compare the success rates of grants over the last five years to identify trends and make projections about future fundraising efforts. They utilize the Grant Type Comparison Chart for this analysis.

Given a nonprofit user accesses the Grant Type Comparison Chart, when they set the date range to the last five years, then the chart should reflect and visualize success rates for each grant type over the selected time period.

Automated Reporting System

User Story: As a nonprofit director, I want an automated reporting system for grant application performance so that I can easily share insights with our team and stakeholders without spending excessive time on data compilation.
Description: This requirement focuses on developing an Automated Reporting System that compiles grant application data and generates detailed reports on success rates, application trends, and funding outcomes. Nonprofits will be able to schedule automated reports that provide insights at regular intervals or generate them on-demand. The reports will include visual representations and actionable insights, making it easier for nonprofit leaders to communicate their grant performance to stakeholders, board members, and potential funders. This system will save time on manual report generation and enhance the strategic planning capabilities of nonprofits by providing them with consistent, relevant performance data.
Acceptance Criteria: Automated report generation for grant success tracking

Given that the user has access to the Automated Reporting System, when they schedule a report for grant applications, then the system should generate the report and deliver it to the specified email address within the scheduled timeframe.

Visualization of grant application trends

Given that the user generates a report, when the report is created, then it should include visual representations such as charts or graphs illustrating trends in grant applications and funding success rates over a selected period.

On-demand report generation for board meetings

Given that the user needs immediate insights, when they request an on-demand report, then the system should generate the report and display it ready for download within five minutes.

Accessibility of reports for stakeholders

Given that reports are generated, when a user shares a report with a stakeholder, then the stakeholder should be able to access the report via a secure link without encountering any access issues.

Inclusion of actionable insights in reports

Given that a report has been generated, when the user reviews the report, then it should include a section summarizing actionable insights based on the data presented, guiding strategic planning efforts.

Error handling in report generation

Given that there is an error in data processing for a scheduled report, when the error occurs, then the system should notify the user via email with details of the error and a proposed action plan for resolution within 30 minutes of the error's occurrence.

Filtering options for customized reports

Given that the user is generating a report, when they apply filters for specific date ranges or grant types, then the report should reflect only the data corresponding to those filters in the output report.

User Access and Permissions Management

User Story: As a nonprofit administrator, I want to manage user access and permissions to grant data so that I can ensure that sensitive information is protected while allowing team members to access the data they need to perform their roles effectively.
Description: This requirement entails implementing a User Access and Permissions Management system that allows nonprofits to control who can view and analyze grant performance data within the platform. Different team members may have different roles, such as administrators, analysts, or fundraisers, and will require varying levels of access. This functionality will ensure sensitive information is protected while enabling effective collaboration within the organization. By customizing user access, nonprofits can enhance data security and ensure that team members have the necessary information to contribute to grant-seeking efforts based on their roles and responsibilities.
Acceptance Criteria: As a nonprofit administrator, I want to configure user roles so that I can ensure that only designated team members have access to sensitive grant performance data.

Given I am logged in as an administrator, when I navigate to the User Access Management section and create a new user with a specific role, then that user should only have access to the data permissions defined for their role.

As an analyst, I need to view grant performance data to analyze trends and improve our applications, but I should not have access to sensitive donor information.

Given I am logged in as an analyst, when I navigate to the performance analytics dashboard, then I should only see grant-related data and not any donor information.

As a fundraiser, I want to ensure that I can access grant performance data that aids in composing effective applications tailored to our nonprofit’s needs.

Given I am logged in as a fundraiser, when I attempt to access the grant performance analytics tool, then I should have the ability to view relevant performance metrics without accessing administrative data.

As a nonprofit team member, I want to request additional permissions if my role requires access to more sensitive data, so that I can perform my job effectively.

Given I am logged in as a team member, when I submit a request for additional permissions from the User Access Management interface, then the request should be sent to the administrator for approval, and I should receive a notification of the request status after it is reviewed.

As an administrator, I need to modify user permissions to reflect changes in team roles or responsibilities promptly.

Given I am logged in as an administrator, when I edit a user's permissions to change their role from analyst to administrator, then that user should immediately receive the updated access rights without needing to log out or sign in again.

As a nonprofit's executive director, I want to ensure that data security protocols are followed when granting access to sensitive grant performance data.

Given I am logged in as an executive director, when I review the list of users and their access permissions, then I should be able to identify any users whose access rights exceed their role requirements and take action to adjust those permissions accordingly.

Instant Survey Sender

This feature allows event organizers to send quick, customizable surveys to attendees during the event through multiple channels such as SMS, email, or a mobile app. This ensures immediate feedback while the experience is fresh in the attendees' minds, providing qualitative data that can drive improvements in real time.

Requirements

Customizable Survey Templates

User Story: As an event organizer, I want to customize survey templates for my events so that I can gather relevant and personalized feedback that meets my specific needs and goals.
Description: The customizable survey templates requirement enables event organizers to create surveys tailored to their specific events and attendee demographics. This feature should facilitate the design of diverse question types (e.g., multiple choice, open-ended) and allow for custom branding elements such as logos and color schemes. By providing organizers with the ability to customize survey templates, the feature enhances attendee engagement and ensures that the feedback collected is relevant and actionable. This flexibility not only improves the quality of data collected but also supports the diverse needs of various events, leading to more insightful outcomes that organizers can leverage for future improvements and decision-making processes.
Acceptance Criteria: Creating a new survey template for a fundraising event where the organizer wants to include various question types and branding elements.

Given the event organizer is logged in, when they navigate to the survey template creation section and customize it with at least three different question types and upload a logo, then the system should save the survey template with the applied customizations.

An event organizer reviews the options for question types available while creating a survey template.

Given the event organizer is in the survey creation interface, when they attempt to add a new question, then they should see options for at least multiple-choice, rating scale, and open-ended questions available for selection.

Editing an existing survey template to change the branding elements, including logo and color scheme.

Given an existing survey template is selected, when the event organizer updates the logo and changes the color scheme, then the updates should be reflected in the preview mode of the template before saving.

Sending out a survey created using the customizable template during a live event.

Given a survey is created and ready to be sent out, when the event organizer selects the survey and sends it via SMS to attendees, then the attendees should receive the survey within 5 minutes of sending it.

Collecting responses from attendees who receive the customizable survey during an event.

Given the survey has been sent out, when attendees complete the survey, then the responses should be stored and accessible in real-time analytics dashboard for the event organizer to view immediately.

The event organizer applies filters to customize the survey templates based on the target audience demographics.

Given the event organizer selects demographics filters, when they customize a survey template, then the applicable questions relevant to that demographic should automatically appear in the template creation interface.

Accessing help documentation for creating a customizable survey template.

Given the event organizer needs assistance, when they click on the help documentation link during the template creation process, then they should be directed to a resource page that provides detailed instructions and examples for using the customizable survey features.

Multi-Channel Survey Distribution

User Story: As an event organizer, I want to send surveys through multiple channels like SMS and email so that I can reach attendees effectively and maximize response rates during the event.
Description: The multi-channel survey distribution requirement allows event organizers to send surveys through various channels, including SMS, email, and a mobile app. This function ensures that attendees can easily access the survey on their preferred platform, increasing response rates and enhancing the likelihood of immediate feedback. The requirement must also include tracking capabilities to monitor which channels yield the highest engagement and feedback completion rates. Implementing this feature will ensure that the feedback loop is effectively closed and supports real-time improvements in event management and attendee experiences.
Acceptance Criteria: Event organizer wants to distribute surveys to attendees via SMS during a live event to gather instant feedback on session satisfaction.

Given the event organizer has access to attendees' phone numbers, When the organizer sends the survey via SMS, Then attendees should receive the survey link within 2 minutes and the application should confirm the delivery status.

Event organizer needs to send an email survey to attendees after an event has concluded to assess overall experience and gather detailed feedback.

Given the event organizer has collected attendees' email addresses, When the organizer sends the survey via email, Then at least 70% of email recipients should open the email within 24 hours and complete the survey by the end of the second day post-event.

A mobile app user receives a notification prompting them to complete a survey right after a session concludes, aimed at capturing their immediate thoughts on the session.

Given the mobile app has push notifications enabled for attendees, When a session ends, Then the attendee should receive a push notification with the survey link and complete the survey within 5 minutes of receiving the notification, with at least 50% of attendees responding positively to the notification prompting.

Event organizers want to track engagement metrics for each survey channel to determine which method yields the highest response rates.

Given the event organizer utilizes the survey distribution feature, When surveys are sent through SMS, email, and mobile app, Then the system should track and report response rates for each channel within 48 hours of survey distribution, allowing for comparative analysis of engagement.

Event organizers seek to customize survey questions based on attendee type (VIP, general admission, etc.) to enhance feedback relevance.

Given the event organizer has defined different attendee types, When creating and sending surveys, Then the organizer can customize at least 3 questions that vary for each attendee type, ensuring at least 80% relevance score in feedback analysis post-event.

Event organizers need a way to close the feedback loop by informing attendees about changes made based on their survey responses.

Given feedback has been collected through the surveys, When the organizer implements changes based on attendee feedback, Then at least 50% of attendees should be notified about these changes via their preferred communication channel within a week after the survey results are analyzed.

Real-Time Feedback Analytics

User Story: As an event organizer, I want to view real-time analytics of survey responses so that I can make immediate adjustments to my event based on attendee feedback.
Description: The real-time feedback analytics requirement provides event organizers with instant insights into survey responses as they come in. This feature should offer visual representations of responses through graphs and charts, enabling quick analysis of trends and issues. Additionally, it should highlight critical feedback and allow for quick adjustments to event deliveries if needed. Facilitating this immediate analysis will empower event organizers to enhance their events on-the-fly and address any concerns attendees may have in real-time, leading to improved overall attendee satisfaction and more successful events.
Acceptance Criteria: Event organizers launch a live event and use the Instant Survey Sender feature to distribute surveys via SMS to attendees during the event.

Given that the event is being conducted, when the survey is sent via SMS, then all recipients should receive the survey within 2 minutes and 100% of the sent surveys should be accessible by the attendees.

Attendees respond to the survey while the event is ongoing.

Given that the survey responses are submitted by attendees, when the data is received, then response metrics should update in real-time, showing live feedback on a dashboard without any delay greater than 1 minute.

Event organizers analyze the survey data after responses are collected during the event.

Given that survey responses are available, when the event organizers access the analytics dashboard, then they should see visual representations of the data (graphs/charts) that include at least 3 different types of visuals for quick analysis of trends.

An event organizer identifies critical feedback from survey responses.

Given that survey feedback is collected, when critical responses are flagged by the system, then these responses should be highlighted prominently on the dashboard for immediate attention during the event.

The event organizers take action based on live feedback during the event.

Given that critical feedback is identified in real-time, when an organizer adjusts an event aspect based on this feedback, then they should be able to document the change in the system for future review with a timestamp.

Post-event analysis and reporting on feedback received through surveys.

Given that all survey responses are collected, when an event organizer generates a report, then the report should summarize key feedback trends and suggestions, and be exportable in multiple formats (PDF, CSV).

The feedback analytics dashboard is accessible and user-friendly for staff with varying technical skills.

Given that the feedback analytics dashboard is in use, when an organizer accesses the dashboard, then the interface should be intuitive and easy to navigate without training, with tooltips available for clarification.

Post-Event Report Generation

User Story: As an event organizer, I want to generate post-event reports summarizing survey results so that I can evaluate event success and improve future strategies.
Description: The post-event report generation requirement allows event organizers to compile and export comprehensive reports summarizing survey results after the event concludes. This feature should include several export formats (e.g., PDF, Excel) and provide insights such as key findings, attendee satisfaction ratings, and participant demographics. By automating the report generation process, this requirement will save organizers time and effort while unleashing valuable insights that can inform future event planning, making it a vital tool for enhancing long-term fundraising strategies.
Acceptance Criteria: Post-Event Report Generation for Survey Results Analysis

Given the event has concluded and surveys have been submitted, when the event organizer requests a post-event report, then the system should generate a report including key findings, attendee satisfaction ratings, and participant demographics in less than 2 minutes.

Exporting Reports in Multiple Formats

Given the post-event report has been generated, when the event organizer chooses to export the report, then the system should successfully export the report in at least two formats (PDF and Excel) without errors.

Immediate Availability of Survey Insights

Given the surveys have been completed, when the event organizer accesses the post-event report feature, then the report should display real-time survey insights including response rates and qualitative feedback collected during the event.

Customizable Report Content Selection

Given the event organizer is generating a report, when they select specific insights to include such as attendee demographics or specific survey questions, then the report should be customizable to include only the selected insights.

User-Friendly Report Generation Interface

Given the event organizer is using the report generation feature, when they navigate through the process, then the system should provide a clear and intuitive interface with step-by-step instructions for generating the report.

Real-Time Analytics Integration

Given the surveys are being collected during the event, when the event organizer accesses the analytics dashboard, then they should see real-time updates on attendee feedback and satisfaction metrics during the event.

User Role Management for Survey Access

User Story: As an admin, I want to manage user roles for survey access so that I can control who can create and view survey data, ensuring security and proper management of sensitive information.
Description: The user role management requirement establishes a system for regulating which event staff have access to survey creation, distribution, and analytics. By allowing for different user roles (e.g., admin, editor, viewer) with varying permissions, this feature will enhance security and ensure that only authorized personnel can make changes to surveys or view sensitive feedback. It is essential for maintaining tidy management practices and protecting attendee data, thus fortifying the integrity of the feedback process and the platform as a whole.
Acceptance Criteria: Access Management for Survey Creation

Given that a user is assigned the role of 'admin', when they attempt to create a survey, then the system should allow them to successfully access the survey creation interface without any restrictions.

Survey Distribution Permissions

Given that a user is assigned the role of 'editor', when they attempt to send a survey via email to attendees, then they should be able to do so only if they have access permissions granted by an admin.

Analytics Access Restrictions

Given that a user is assigned the role of 'viewer', when they attempt to access the analytics of a completed survey, then the system should deny access and display a message indicating insufficient permissions.

Role-based Management Interface

Given that an admin user accesses the user role management interface, when they assign roles to other users, then the changes should be saved and immediately reflected in the access privileges of those users.

Immediate Feedback on Role Assignments

Given that a user role has been changed, when the user logs in to the platform, then they should see their new permissions reflected in their available actions immediately after the change is made.

Audit Trail of Role Changes

Given that a user is an admin, when they change a user's role in the system, then an audit log entry should be created capturing the user, action taken, and timestamp of the change.

Survey Response Notifications

User Story: As an event organizer, I want to receive notifications when attendees submit surveys so that I can address any immediate feedback and maintain attendee satisfaction during the event.
Description: The survey response notifications requirement delivers real-time alerts to event organizers when attendees submit their feedback. This feature will enable organizers to monitor participation rates and respond proactively to any immediate concerns raised by attendees through their responses. Facilitating timely follow-ups can enhance the attendee experience and strengthen relationships by signaling to participants that their feedback is valued. This functionality ensures that feedback is actively engaged with, fostering a culture of responsiveness within the organization.
Acceptance Criteria: Event Organizer Receives Notification Upon Survey Submission

Given an event is ongoing, when an attendee submits their survey response, then the event organizer receives a real-time notification that includes the attendee's name and survey response summary.

Notification Delivery Channels Functionality

Given an event organizer has selected SMS and email as notification delivery channels, when a survey response is submitted, then notifications are sent via both channels without failure.

Response Monitoring Dashboard Availability

Given an event organizer is logged into FundStream, when they navigate to the 'Survey Responses' section, then they should see a real-time dashboard displaying the number of responses received and the average response rating.

Customization of Notification Preferences

Given an event organizer accesses their account settings, when they customize their notification preferences, then the changes are saved and applied to future notifications without requiring a page refresh.

Feedback Acknowledgment Process

Given an event organizer receives a notification about a survey response, when they click on the notification, then they are directed to the survey response details page to acknowledge and address the feedback.

Handle Multiple Response Notifications Simultaneously

Given multiple attendees submit their survey responses at the same time, when these responses are recorded, then the event organizer receives all respective notifications promptly without delay.

Feedback Heatmaps

Visual heatmaps display areas of high and low engagement within the event space. Attendees can check-in at specific locations or activities, and this data helps organizers identify popular areas or sessions, enabling adjustments and better resource allocation on-the-fly.

Requirements

Heatmap Data Collection

User Story: As an event organizer, I want to see real-time check-in data from attendees at different locations and activities so that I can quickly identify popular areas and make necessary adjustments to improve overall attendee engagement and satisfaction.
Description: The Heatmap Data Collection requirement involves implementing a system that allows event attendees to check-in at specific locations or activities via a mobile or web application. This data will be captured in real-time and processed to visualize areas of high and low engagement within the event space. The benefit of this functionality is multifaceted, as it provides organizers with actionable insights that can lead to improved resource allocation and event management. By identifying popular areas and activities through collected engagement data, organizers can make on-the-fly adjustments to activities, ensuring optimal attendee experience and maximizing event effectiveness. This requirement is crucial for the overall functionality of the feedback heatmaps feature, aligning with FundStream’s goal of enhancing digital fundraising events through data-driven decision-making.
Acceptance Criteria: Event attendee checks in to a specific activity using the mobile application.

Given an event attendee is using the mobile application, when they select a specific activity and check in, then the system captures their check-in data in real-time and displays confirmation of their check-in immediately.

Real-time data visualization of check-in activity on the heatmap.

Given that multiple attendees have checked in at various locations, when the data is processed, then the heatmap visualizes areas of high engagement in bright colors and low engagement in muted colors, accurately reflecting check-in density.

Organizers access the heatmap during the event to make adjustments based on engagement data.

Given the organizers are viewing the heatmap in real-time during the event, when they identify a low engagement area, then they can make adjustments to activities or allocate resources to enhance attendee experience.

System captures data without any errors during the check-in process.

Given that an attendee checks in at a location, when the check-in data is recorded by the system, then there should be no data loss or errors, ensuring 100% accuracy in the recorded information.

Integration of check-in data with event analytics dashboard after the event.

Given that the event has concluded, when the check-in data is processed, then it should be integrated into the event analytics dashboard, allowing organizers to review engagement metrics and insights.

Event attendees receive feedback after checking in to specific activities.

Given that an attendee has successfully checked in, when they leave the activity, then they are prompted to provide feedback about their experience, ensuring continuous improvement in future events.

Mobile application usability for checking in at activities.

Given a non-technical attendee uses the mobile application, when they attempt to check in at an activity, then the process must be intuitive, requiring no more than three steps to complete the check-in successfully.

Dynamic Heatmap Visualization

User Story: As an event attendee, I want to view a heatmap of engagement at the event so that I can easily find the most popular sessions and activities to participate in.
Description: The Dynamic Heatmap Visualization requirement focuses on creating an interactive and visually appealing heatmap display that shows areas of high and low engagement within the event space. This functionality should leverage the data collected from attendee check-ins to render an up-to-date heatmap that attendees and organizers can access during the event. The visual representation helps to immediately convey which areas are most engaging, allowing organizers to allocate resources effectively, modify activities, and enhance attendee experiences based on real-time insights. This requirement is fundamental to transforming raw engagement data into intuitive visuals, aligning with FundStream’s mission to utilize technology to simplify the fundraising process.
Acceptance Criteria: Heatmap displays engagement data during a live fundraising event, allowing attendees to see where popular activities are occurring in real-time.

Given an event is live when an attendee checks into a location, then the heatmap updates to reflect this check-in within 30 seconds.

Event organizers can access the heatmap dashboard to analyze engagement patterns after the event has concluded.

Given the event has concluded, when an organizer accesses the heatmap dashboard, then they should see a historical engagement report for each session and area accessed.

Attendees can interact with the heatmap by clicking on specific areas to view more detailed information about events or activities.

Given an attendee clicks on a heatmap area, then a modal should display with specific details about the engagement, including the number of check-ins and activity name.

Organizers use the heatmap data to make real-time adjustments to resources and personnel based on attendee engagement.

Given the heatmap shows high engagement in a specific area, when an organizer decides to allocate additional resources, then the resources should be deployed within 10 minutes.

The heatmap visualizes both real-time and historical engagement data for long-term analysis by fundraising teams.

Given the user selects a historical view from the heatmap interface, then the displayed data should accurately reflect the engagement patterns over the selected timeframe.

The heatmap must be accessible on multiple devices (laptops, tablets, and smartphones) for both attendees and organizers.

Given a user accesses the heatmap from a device, then the heatmap should render correctly and be fully functional regardless of device type or screen size.

Attendees receive notifications about popular activities based on the heatmap data to enhance their event experience.

Given the heatmap shows that an activity is drawing high engagement, then attendees should receive a push notification suggesting they participate in that activity.

Feedback Mechanism Integration

User Story: As an event organizer, I want attendees to provide feedback on areas and activities through the heatmap so that I can gather insights that will help improve future events.
Description: The Feedback Mechanism Integration requirement entails incorporating a way for attendees to provide feedback on specific sessions or areas directly through the heatmap interface. This addition allows users to report their experiences and suggest improvements in real-time. By integrating feedback collection into the heatmap display, event organizers can gain qualitative insights alongside quantitative engagement data. This dual approach enhances the platform’s capacity to refine event operations and improve future events based on attendee input, seamlessly guiding the enhancement of fundraising strategies. This requirement is vital for amplifying the feedback loop between attendees and organizers, ensuring that events can evolve to meet audience needs effectively.
Acceptance Criteria: Attendees provide feedback on a specific session through the heatmap interface during an event.

Given that an attendee is viewing the heatmap interface, when they select a session area, then a feedback prompt should appear allowing them to rate and provide comments on their experience.

Event organizers access the collected feedback data through the admin dashboard after the event.

Given that feedback has been submitted by attendees, when the organizer accesses the feedback analytics section, then they should see a summary of ratings and comments for each session displayed in a visually accessible manner.

The feedback submission is successful and recorded accurately in the system.

Given that an attendee submits feedback, when they receive a confirmation message, then the feedback should be stored in the database and retrievable by the organizers for analysis.

Attendees can suggest specific improvements or changes through the feedback interface.

Given that an attendee is submitting feedback on a session, when the comment field is available, then they should be able to add suggestions for improvements which are recorded alongside their feedback.

Feedback can be categorized based on sentiment (positive, neutral, negative) for analytical purposes.

Given that various feedback entries have been submitted, when the organizer accesses the sentiment analysis report, then they should see categorized feedback with appropriate metrics for each category.

Admin can filter feedback results by session to focus on specific areas of the event.

Given that feedback data has been collected, when the admin utilizes the filtering options, then they should be able to view feedback for individual sessions or aggregate data by session type.

Post-Event Analytics Reporting

User Story: As an event organizer, I want to receive a detailed analytics report after the event that summarizes engagement metrics and feedback, so that I can use this information to enhance future events.
Description: The Post-Event Analytics Reporting requirement defines the functionality for generating comprehensive reports post-event that analyze heatmap data and attendee feedback. The reports should highlight trends, engagement patterns, and areas for improvement, providing event organizers with detailed insights to refine their future events and fundraising efforts. Additionally, the report can offer comparative analysis with previous events, enabling organizers to track improvements or declines in engagement. This crucial feature aids organizers in harnessing the collective knowledge accumulated from events to inform strategic decisions, aligning with FundStream’s objective to promote data-driven fundraising initiatives.
Acceptance Criteria: Post-Event Report Generation for Organizers

Given an event occurred, when the organizer requests a Post-Event Analytics Report, then the system generates a report that includes heatmap data visualizations, attendee feedback summaries, and comparative analysis with previous events.

Heatmap Data Accuracy

Given the check-in data from the event, when the report is generated, then the heatmap visualizations accurately reflect high and low engagement areas based on attendee check-ins within the event space.

Accessibility of Reports for Non-Technical Staff

Given a non-technical user accesses the Post-Event Analytics Report, when they view the report, then they can easily navigate and understand the insights without needing advanced technical knowledge.

Insights Tracking Over Multiple Events

Given multiple events have been analyzed, when the organizer views the comparative report, then they can identify trends in donor engagement and areas for improvement across different events.

Timely Report Delivery After Event

Given an event end date, when the organizer requests a report, then the report must be delivered within 48 hours of the request to ensure relevance of the insights.

Customizable Report Elements

Given an event organizer uses the reporting tool, when they generate a Post-Event Analytics Report, then they should have the option to select which data elements (e.g., heatmaps, feedback summaries) to include in the report output.

User Access and Permissions Management

User Story: As an event organizer, I want to control access to the feedback heatmap data so that I can ensure sensitive information is protected while enabling my team to manage engagement effectively.
Description: The User Access and Permissions Management requirement involves establishing a system that allows different levels of access for event organizers, staff, and attendees regarding the feedback heatmaps feature. This management capability ensures that sensitive data regarding attendee engagement is protected and that users can interact with the feature according to their role within the event. For instance, attendees should have view-only access, whereas organizers can edit and respond to feedback. Implementing this requirement is essential for maintaining data security and user privacy while enabling effective collaboration among event staff. This requirement aligns with FundStream’s commitment to providing a secure and tailored user experience.
Acceptance Criteria: Roles and permissions for attendees accessing the feedback heatmaps.

Given an attendee has logged into FundStream, When they navigate to the feedback heatmap feature, Then they should only see the heatmaps in a view-only mode without any ability to edit.

Roles and permissions for event organizers accessing the feedback heatmaps.

Given an event organizer has logged into FundStream, When they access the feedback heatmap feature, Then they should have the ability to view, edit, and respond to feedback collected from the heatmap.

System error handling for unauthorized access attempts.

Given a user attempts to access the feedback heatmap feature without the proper permissions, When the system detects the unauthorized attempt, Then the user should receive an error message that states 'You do not have access to this feature.'

Audit logging for access events relating to feedback heatmaps.

Given a user interacts with the feedback heatmap feature, When the interaction occurs, Then the system should log the user's role, the action taken (view/edit), and the timestamp of the action for audit purposes.

Custom user roles setup for different levels of access.

Given an admin user is configuring user roles within FundStream, When they set up roles for attendees and organizers, Then the permissions for each role should reflect the specified access levels, enabling the correct interaction with the feedback heatmap feature.

User access management and role adjustment by admins.

Given an admin user is managing user roles, When they change a user's role from attendee to organizer, Then the user should receive an email notification confirming their role change and the new permissions associated with that role.

Data protection measures for sensitive engagement data.

Given sensitive data about attendee engagement is being processed, When the data is accessed by authorized users, Then the system should encrypt the data to protect it from unauthorized access, ensuring compliance with data protection regulations.

Live Poll Integration

Integrate live polling functionalities that encourage attendees to participate in real-time voting or feedback sessions throughout the event. This interaction boosts attendee engagement, provides instant data about preferences, and helps organize next steps based on live suggestions.

Requirements

Real-Time Poll Monitoring

User Story: As an event organizer, I want to monitor live polling results during my event so that I can adapt my presentation based on audience engagement and feedback.
Description: The Real-Time Poll Monitoring requirement enables event organizers to track and manage live polling activities during an event. This functionality will allow for seamless integration of polls into the event experience, providing presenters and speakers with immediate access to audience feedback and engagement levels. It ensures that responses can be visualized in real-time, enhancing decision-making during sessions. It will also facilitate the collection and analysis of data for future reference, informing the planning of upcoming events. This requirement is crucial for fostering an interactive environment and maximizing attendee participation.
Acceptance Criteria: As an event organizer, I want to create a live poll during a fundraising event where attendees can easily participate using their mobile devices.

Given the event is active, When the organizer initiates a live poll, Then all attendees should receive a notification and be able to submit their votes in real-time.

As a presenter, I want to view the live poll results in real-time to adjust my presentation based on audience feedback.

Given the poll is live, When the presenter checks the poll results dashboard, Then the dashboard should display updated results with response percentages every 5 seconds.

As an event organizer, I want to export the polling data after the event for analysis and future use.

Given the event has concluded, When the organizer clicks on the export button in the poll management interface, Then a CSV file of the polling data should be generated and downloaded successfully.

As an attendee, I want to be assured that my responses to the live poll are anonymous and confidential.

Given the live poll is active, When I submit my response, Then the confirmation message should indicate that my vote is anonymous and will not be shared publicly.

As a tech support staff during the event, I want to ensure that the polling system is functioning correctly without any delays or errors.

Given the live poll is operational, When I monitor the system's performance, Then there should be no lag or crashes reported by attendees during the poll duration.

As an event organizer, I want to receive notifications for any technical issues occurring during the live poll to address them promptly.

Given the polls are in progress, When a technical issue arises, Then the organizer should receive an immediate alert through the event management platform.

As an event organizer, I want to end the live poll and display the final results to the audience in an engaging manner.

Given the poll is due to close, When the organizer clicks 'End Poll', Then the audience should see the final results displayed visually on the screen within 10 seconds.

User-Friendly Poll Creation Tool

User Story: As a nonprofit staff member, I want a simple tool to create polls for my events so that I can enhance engagement without needing technical expertise.
Description: The User-Friendly Poll Creation Tool will allow users to easily create and customize polls for their events without requiring extensive technical knowledge. This tool will feature a simple interface with drag-and-drop functionalities, various question formats, and styling options to match the event's branding. By empowering users to generate polls independently, we enhance their ability to engage attendees effectively. This requirement is essential for reducing setup time, encouraging spontaneous interactions during the event, and providing diverse engagement opportunities based on user creativity and preferences.
Acceptance Criteria: User creates a poll for an upcoming fundraising event, customizing questions and appearance to match the event's branding.

Given the user is on the Poll Creation Tool page, when they input questions and choose design options, then they should be able to preview the poll before saving it.

User selects different question types while creating a poll to gather varied feedback from event attendees.

Given the user is creating a poll, when they select from different question formats (multiple choice, open-ended, etc.), then all selected formats should correctly render in the poll preview and final output.

User attempts to save a poll without any questions added, testing the system’s validation feedback.

Given the user has not added any questions to their poll, when they click 'Save Poll', then an error message should prompt them to add at least one question before saving.

Multiple users collaborate to create and edit a single poll for an event, checking the tool's functionality in a multi-user environment.

Given multiple users are working on the same poll, when one user makes changes, then all users should see real-time updates reflected in their view of the poll.

User shares the created poll with event attendees via email to capture real-time responses during the event.

Given the user has created a poll, when they choose to share it via email, then all recipients should receive a link that allows them to access and respond to the poll without needing to log in.

User wants to edit an existing poll after it has been created, ensuring flexibility in poll management.

Given the user selects an existing poll from their dashboard, when they make changes to any part of the poll, then the changes should be saved successfully upon clicking 'Update Poll'.

User seeks to analyze the responses from the poll after the event to gain insights into attendee preferences.

Given the user has collected responses from a completed poll, when they access the poll results section, then they should see a summary of responses including graphs and statistics for easy analysis.

Incentivized Poll Participation

User Story: As an attendee, I want to receive incentives for participating in polls during the event so that I feel motivated to share my feedback.
Description: The Incentivized Poll Participation requirement introduces a system to encourage attendees to engage with live polls by offering incentives such as raffle entries or small rewards. This functionality will not only boost participation rates but also enhance the quality of feedback collected. It contributes to a more engaging event atmosphere, motivating attendees to share their opinions actively. This requirement will be integrated within the existing polling architecture, ensuring a cohesive user experience that aligns with the organization’s engagement objectives.
Acceptance Criteria: In a live online event, attendees are prompted to participate in a live poll about their preferred fundraising strategies. After participating, they are informed about the incentive of entering a raffle for a prize, which encourages them to contribute their opinions actively.

Given that the polls are live and accessible during the event, when a participant submits their response, then they receive a confirmation message indicating their entry into the raffle and a thank you note for their participation.

During a fundraising event, the host announces a live poll to gather feedback on potential future initiatives. Attendees are motivated by the offer of small rewards for participation, enhancing engagement as they respond in real-time.

Given that the incentive structure is communicated before the poll starts, when attendees complete the poll, then the system automatically counts their entries towards winning the announced rewards and displays the total number of participants live on the event dashboard.

Post-event wrap-up, organizers want to analyze the effectiveness of the incentivized polling in terms of participant engagement and feedback quality. They will review the data collected during the live polls to inform future event strategies.

Given that the event has concluded, when the organizers access the analytics dashboard, then they can view detailed reports showing participation rates before and after the implementation of incentives, alongside qualitative analysis of feedback quality.

During the event, attendees may have varying levels of technical expertise. It's crucial to ensure that all attendees can easily understand how to access and participate in the live poll with incentives.

Given that the poll instructions are displayed on the screen, when an attendee clicks on the poll link, then they can view clear, easy-to-follow instructions along with incentive details that are tailored to various technical skill levels.

To ensure fairness and motivation among participants, the incentives must be clearly defined and communicated effectively before the polls are launched.

Given that the event is being promoted, when attendees receive promotional materials, then they are informed about the specific incentives associated with poll participation, including how they will be awarded and any eligibility criteria.

Analytics Dashboard for Poll Results

User Story: As a nonprofit manager, I want to access an analytics dashboard for polling data so that I can understand attendee preferences and improve future events.
Description: The Analytics Dashboard for Poll Results will provide users with comprehensive insights into polling data collected during events. This dashboard will visualize data trends, summarize results, and offer analytical tools to correlate feedback with other engagement metrics. By providing actionable insights, this requirement will enable nonprofits to refine their strategies for future events, ensuring that polling data drives decision-making processes. It serves the dual purpose of enhancing transparency for stakeholders and empowering organizers to make data-driven adjustments on-the-fly.
Acceptance Criteria: User navigates to the Analytics Dashboard after an event to view polling results and insights.

Given that the user is logged in and has access to the Analytics Dashboard, when they select the event from which they collected polling data, then the dashboard displays the polling results, visual trends, and summary statistics clearly.

User applies filters on the Analytics Dashboard to view specific demographic data related to polling results.

Given that the user is on the Analytics Dashboard, when they apply demographic filters (age, location, etc.) to the polling data, then the results update in real-time to reflect the selected demographics without lag.

User generates a report from the Analytics Dashboard summarizing key polling insights for stakeholders.

Given that the user is on the Analytics Dashboard, when they select the option to generate a report, then the system provides a downloadable PDF/Excel report that includes the polling results, insights, and visualized data trends.

User examines how polling results correlate with other engagement metrics available on the dashboard.

Given that the user is on the Analytics Dashboard, when they view the polling results alongside engagement metrics (like attendance rates or donations), then they can easily identify correlations and insights in a side-by-side comparison format.

User engages with live polling results during an event and sees updates in the Analytics Dashboard.

Given that the user is monitoring the dashboard during the event, when new polling responses come in, then the Analytics Dashboard updates automatically to reflect the latest data without requiring a page refresh.

User accesses the Analytics Dashboard from different devices (desktop, tablet, mobile) to check polling results.

Given that the user is accessing the Analytics Dashboard from various devices, when they log in on a different device, then the dashboard is fully functional, responsive, and displays the same data and insights available on the primary device.

User wants to compare current polling results against historical polling data for analysis.

Given that a user is in the Analytics Dashboard, when they select the option to compare current polling results with past event data, then they can visualize the differences in trends using charts or graphs that highlight the comparison clearly.

Integration with Event Registration System

User Story: As an event coordinator, I want live polls to integrate with our event registration system so that I can personalize polling experiences based on attendee data.
Description: The Integration with Event Registration System requirement ensures that live polling functionalities are seamlessly connected with the existing event registration processes. This integration will allow for the automatic collection of attendee data and preferences, facilitating personalized polling experiences. Enabling a smoother workflow from registration through to event participation enhances the overall user experience, ensuring that polls reach the right audience and engagement levels are maximized. It emphasizes streamlined operations and improved engagement through targeted campaigns.
Acceptance Criteria: Attendee Data Collection during Event Registration

Given a registered attendee who opts into live polling, when the event registration data is processed, then the attendee's details must be automatically captured and stored in the polling system for personalized polling interactions.

Real-time Poll Participation by Attendees

Given that live polling is activated during the event, when an attendee accesses the event platform, then they should be able to see and respond to polls in real-time without any lag or technical issues.

Polling Feedback Analysis Post Event

Given the completion of the event, when the polling data is analyzed, then there must be an automated report summarizing participant responses and preferences that can be accessed by event organizers.

Integration Testing between Event Registration and Polling System

Given the need for seamless interaction, when integration tests are run between the event registration system and the polling functionalities, then all data points (attendee ID, preferences) must align and transfer correctly without errors.

User Interface Accessibility for Poll Participation

Given that the live poll is available, when an attendee with varying technical skills uses the platform, then the poll interface must be intuitive and accessible, allowing easy participation regardless of their technical ability.

Attendee Notification of Upcoming Polls

Given an upcoming live poll during the event, when the event is in progress, then all registered attendees must receive timely notifications about participating in polls via the event platform or email.

Personalization of Poll Questions Based on Registration Data

Given the collected attendee preferences, when live polls are generated, then the polls must be tailored in real-time to reflect the interests and demographics of the attendees, enhancing engagement.

Post-Event Feedback Collection

User Story: As a nonprofit organizer, I want to send follow-up polls after the event to collect feedback so that I can improve future events and enhance attendee satisfaction.
Description: The Post-Event Feedback Collection requirement allows users to gather additional feedback from attendees after the event through follow-up polls. This feature will help organizations gauge the overall satisfaction, gather insights on what worked well, and identify areas for improvement. It acts as a critical component for continuous improvement and donor engagement strategies. By ensuring that post-event input is captured effectively, organizations can refine their future events based on direct audience feedback.
Acceptance Criteria: Pre-Event Setup for Post-Event Feedback Polling

Given the event has concluded, When the organizer accesses the feedback tool, Then they can create a custom post-event feedback poll with at least five questions, including multiple-choice and open-ended formats.

Attendee Experience with Feedback Poll

Given the attendees have received an email invitation after the event, When they click the feedback link, Then they can complete the feedback poll within 10 minutes without encountering errors.

Feedback Data Compilation and Analysis

Given the feedback poll has been submitted by attendees, When the organizer retrieves the data, Then the system generates a summary report that includes average satisfaction scores and key themes from open-ended responses.

Follow-Up Communication Strategy Post-Feedback Analysis

Given the feedback data has been analyzed, When the organizer drafts a follow-up email to participants, Then they must include at least two actionable improvements based on the feedback received.

Integration with Donor Engagement Strategies

Given feedback from the post-event polling, When the organizer reviews the insights, Then they can adjust the upcoming campaign strategies in FundStream to better align with donor preferences highlighted in the feedback.

Sentiment Analysis Engine

Harness AI-driven sentiment analysis to evaluate attendee comments and feedback in real-time. This feature categorizes feedback into positive, neutral, and negative sentiments, allowing organizers to quickly gauge overall event satisfaction and identify any areas requiring immediate attention.

Requirements

Real-time Sentiment Classification

User Story: As an event organizer, I want to receive real-time sentiment analysis of attendee feedback so that I can promptly address any issues and enhance overall event satisfaction.
Description: The Real-time Sentiment Classification requirement focuses on the immediate categorization of attendee comments into positive, neutral, or negative sentiments using an AI-driven engine. This functionality is crucial as it allows event organizers to quickly assess attendee satisfaction during the event, facilitating timely interventions to improve the experience. By automating the analysis of feedback, it significantly reduces the manual effort involved in evaluating comments, providing fast insights that can enhance engagement and responsiveness. The requirement integrates seamlessly with the existing FundStream platform, leveraging the platform's data collection capabilities to ensure that all feedback is considered and analyzed in real-time, ultimately leading to improved event outcomes and higher donor satisfaction.
Acceptance Criteria: Real-time Feedback Collection during an Event

Given attendees provide comments during an event, when the Sentiment Analysis Engine processes the comments, then each comment should be classified into positive, neutral, or negative sentiments within 5 seconds of submission.

Dashboard Display of Real-time Sentiment Metrics

Given real-time sentiment analysis is completed, when an organizer accesses the event dashboard, then the dashboard should display the percentage of positive, neutral, and negative sentiments in real-time with a refresh rate of every 30 seconds.

Alert Mechanism for Negative Sentiments

Given the Sentiment Analysis Engine detects a high percentage of negative sentiments (greater than 70%) during any event, then an automatic alert should be generated and sent to the event organizer via email and SMS within 2 minutes.

Historical Sentiment Analysis Access

Given an event is completed, when organizers retrieve past event data, then they should be able to view historical sentiment classifications categorized by event section in a user-friendly report format.

Integration with FundStream Platform

Given the existing data collection capabilities of the FundStream platform, when comments are submitted through FundStream, then the Sentiment Analysis Engine should be able to access and analyze these comments without any data loss or delays.

User-Friendly Sentiment Visualization

Given the analysis results of attendee comments, when the results are displayed on the organizer's dashboard, then the sentiments should be represented visually using charts or graphs that are easy to interpret at a glance.

Feedback Categorization Consistency

Given a set of comments collected during various events, when the Sentiment Analysis Engine analyzes them, then the classification accuracy should be at least 90% compared to a manual classification by human reviewers.

Dashboard Visualization for Sentiment Analysis

User Story: As an event organizer, I want an interactive dashboard that visualizes attendee sentiment data so that I can quickly understand feedback trends and adjust our strategies accordingly during the event.
Description: The Dashboard Visualization for Sentiment Analysis requirement entails creating an interactive dashboard that displays real-time sentiment results in a user-friendly format. This dashboard will provide event organizers with visual insights into attendee feedback trends, highlighting areas of concern and positive engagement effectively. The integration of various visualization tools, such as graphs and sentiment heat maps, will enable organizers to interpret data quickly and make informed decisions based on current attendee sentiment. This feature is essential for empowering nonprofit organizations with actionable insights derived from real-time feedback, ensuring that they can adapt strategies swiftly during events for maximum impact.
Acceptance Criteria: Dashboard displays sentiment scores in real-time during an ongoing event, allowing event organizers to monitor attendee feedback pulse and perceptions as the event progresses.

Given the dashboard is loaded, when attendee comments are received, then the sentiment scores update automatically within 2 seconds, displaying on the dashboard without manual refresh required.

Event organizers access the dashboard to view a graphical representation of sentiment trends over the course of an event to identify shifts in attendee satisfaction.

Given the event dashboard is open, when the organizer selects the 'Sentiment Trends' section, then a line graph displays sentiment scores (positive, neutral, negative) over time for the current event.

Nonprofit staff utilizes the sentiment heat map on the dashboard during a fundraising event to highlight areas of high attendee dissatisfaction, enabling swift interventions.

Given the heat map is displayed on the dashboard, when at least one area reaches a negative sentiment score threshold, then the corresponding section on the heat map is highlighted in red and an alert is generated for the organizers.

User navigates through different sections of the dashboard to extract insights into specific aspects of the event tied to attendee feedback.

Given the dashboard’s multiple filtering options are available, when the user applies filters for specific topics of interest, then the visualization updates to reflect sentiment analytics exclusively for the selected topics.

The system provides summary reports after the event for post-event analysis based on the collected sentiments.

Given the event has ended, when the user selects 'Generate Report', then a downloadable summary report is available that includes overall sentiment analysis, key comments, and trends observed during the event.

Nonprofit staff collaborates on the dashboard using shared access during live events for joint decision-making based on real-time sentiment data.

Given multiple users are logged into the dashboard simultaneously, when one user updates a comment or filter, then other users' dashboards reflect the changes in real-time without page reloads or refreshes required.

Feedback Comment Tagging

User Story: As an event organizer, I want to tag feedback comments based on specific topics so that I can understand common themes in attendee sentiment and address recurring issues effectively.
Description: The Feedback Comment Tagging requirement involves the implementation of a tagging system that allows the categorization of comments based on specific topics or issues identified through sentiment analysis. This feature enhances the sentiment analysis engine by enabling organizers to not only see sentiment ratings but also to understand the context behind the ratings. By tagging comments with relevant keywords (e.g., 'venue', 'speaker', 'schedule'), event organizers can easily identify recurring themes or problems that need addressing. This detailed granularity of analysis supports targeted responses and continuous improvement in event management practices, directly aligning with the goal of optimizing attendee experiences.
Acceptance Criteria: Feedback Comment Tagging with Positive Sentiment

Given an event feedback report with various comments When a user analyzes the comments Then the system should tag positive comments with relevant keywords based on context such as 'venue', 'speaker', and 'schedule'.

Feedback Comment Tagging with Neutral Sentiment

Given neutral feedback comments from attendees When the user reviews the sentiment analysis Then the system should accurately label these comments as neutral without assigning any additional tags.

Feedback Comment Tagging with Negative Sentiment

Given an event feedback report containing negative comments When a user performs sentiment analysis then the system should tag negative comments with appropriate keywords representing issues like 'poor organization', 'late schedule', or 'unpleasant venue'.

Real-time Feedback Analysis During Events

Given an active event When attendees submit comments Then the tagging system should update the sentiment analysis in real-time reflecting current themes and concerns raised by attendees.

Historical Data Review for Event Improvement

Given previous events' feedback When an event organizer reviews historical sentiment analysis reports Then the tagging system should provide aggregated data on recurring positive and negative tags to assist with future planning.

User Interface for Tag Review

Given the generated tags from the feedback When an event organizer accesses the tagging interface Then the system should allow easy review, modification, and confirmation of assigned tags by the user.

Notification Alerts for Negative Feedback

User Story: As an event organizer, I want to receive immediate notifications for negative feedback so that I can take swift action to resolve issues and improve attendee experience during the event.
Description: The Notification Alerts for Negative Feedback requirement stipulates the implementation of an alert system that promptly notifies organizers when negative sentiment is detected in attendee feedback. This functionality is critical for ensuring that any issues raised by attendees are addressed immediately, thereby minimizing potential dissatisfaction and negative impacts on the event’s reputation. The alerts can be customized based on severity levels, allowing organizers to prioritize their responses effectively. By integrating this requirement into the FundStream platform, event organizers can maintain high levels of attendee satisfaction and engagement throughout the event.
Acceptance Criteria: Notification alerts trigger when negative sentiment is identified in attendee feedback during a live event.

Given negative feedback is detected in the system, when the sentiment analysis engine processes the feedback, then an alert should be instantly sent to the event organizers' designated communication channel.

Organizers receive customizable alerts for varying levels of negative sentiment severity.

Given an event organizer has set alert thresholds for negative sentiment severity, when feedback is categorized as negative, then the system should send alerts based on the predefined severity level.

Event organizers can review historical negative sentiment alerts to identify patterns over time.

Given that negative feedback alerts have been generated, when an organizer accesses the reports section, then they should see a chronological list of alerts along with the corresponding feedback for analysis.

Event organizers can configure alert triggers for different types of events using the sentiment analysis engine.

Given an event organizer is configuring alerts, when they select the type of event, then the system should allow them to set unique criteria for each event type for negative feedback alerts.

Notification alerts are sent using multiple channels to ensure they reach event organizers promptly.

Given the system is set to notify organizers, when negative feedback is detected, then the alert should be sent via email and mobile app notification to ensure immediate visibility.

Organizers can acknowledge receipt of notification alerts for negative feedback in the system.

Given a negative feedback alert is received, when the organizer acknowledges it in the system, then the alert status should be updated to 'Acknowledged' and timestamped accordingly.

Integration tests are performed to ensure alerts function correctly under high loads during an event.

Given the event is at full capacity and feedback is continuously generated, when negative sentiment is detected, then the alert system should function without failures, notifying organizers within 30 seconds.

Feedback Data Export Functionality

User Story: As an event organizer, I want to export attendee feedback and sentiment analysis data into formats like CSV so that I can analyze results further and share them with my team.
Description: The Feedback Data Export Functionality requirement ensures that event organizers can export sentiment analysis and feedback data into various formats, such as CSV or Excel. This feature is vital for allowing organizations to conduct further analysis or share insights with team members not using the platform. The exported data will include detailed sentiment results, tagged comments, and visualizations, providing a comprehensive overview of the event's reception. Enabling this functionality promotes data utilization beyond the framework of the application, fostering better collaboration and continuous improvement in understanding donor sentiment and enhancing future events.
Acceptance Criteria: Exporting feedback data as an event organizer after a fundraising event has concluded to analyze attendee satisfaction and gather insights.

Given the event has ended and feedback has been collected, When the event organizer selects the export data option, Then the system should allow the organizer to export sentiment analysis results in CSV format with all relevant data.

Event organizers need to visualize feedback data to present findings in team meetings without using the platform.

Given the feedback data export functionality is available, When the event organizer exports feedback data in Excel format, Then the exported file should include visualizations of sentiment analysis (e.g., charts or graphs) alongside the data in the spreadsheet.

An event organizer wants to ensure that they can categorize feedback for further analysis by extracting various sentiments into separate files.

Given the sentiment analysis has categorized feedback into positive, neutral, and negative sentiments, When the organizer exports the data, Then the system should create three separate CSV files corresponding to each sentiment category.

To maintain data integrity, an event organizer requires exporting feedback data accurately without any loss of information during the process.

Given the event feedback has been inputted into the system, When the organizer exports the feedback data, Then the exported file should include all comments, sentiments, and tags exactly as they appear in the system without discrepancies.

An event organizer needs to share feedback data quickly with stakeholders and requires a one-click export process.

Given the event organizer is on the feedback analysis page, When they click the 'Export Feedback' button, Then the system should initiate the export process and provide a download link for the exported file within seconds.

Ensuring ease of use for organizers with varying technical skills, the export functionality should be straightforward and user-friendly.

Given the event organizer has proper access rights, When they navigate to the feedback management section, Then the export functionality should be clearly labeled, and a simple tutorial or tooltip should explain how to use it.

Post-Event Insights Report

Automatically generate a concise report summarizing real-time feedback and insights collected during the event. This report can be shared instantly with stakeholders, ensuring they have access to critical data for evaluting the event’s success and planning future improvements.

Requirements

Automated Report Generation

User Story: As an event coordinator, I want to automatically generate a post-event insights report so that I can share real-time feedback and insights with stakeholders without manual data compilation, ensuring they can evaluate the event’s success efficiently.
Description: This requirement entails the automatic generation of a concise report that encapsulates real-time feedback and insights gathered during an event. The report should integrate seamlessly with the existing event management system, pulling data from various engagement analytics tools to provide stakeholders with immediate access to critical data. The generated report will not only highlight key metrics and feedback but also include visual representations such as graphs or charts for easier comprehension. This functionality will save time for nonprofit staff and enhance their ability to make data-driven decisions rapidly post-event, facilitating timely evaluations and future planning.
Acceptance Criteria: Nonprofit staff generates an event feedback report shortly after an event concludes, using the automation feature within FundStream.

Given that the event has ended, When I select 'Generate Report', Then the system should automatically compile data from the engagement analytics tools and produce a report summary within 5 minutes.

Stakeholders are accessing the post-event insights report via their email immediately after its generation.

Given that the report has been generated, When I check the designated stakeholders' emails, Then they should receive an email containing the report within 2 minutes of generation.

Users view the generated report to analyze key metrics and visual representations of attendee engagement.

Given that the report has been successfully generated, When I open the report, Then it should include at least 3 key metrics along with visual representations such as charts or graphs for easy comprehension.

Nonprofit staff uses the automated report to present insights to stakeholders during a feedback meeting.

Given that the report has been generated and shared, When I present the report at the meeting, Then stakeholders should be able to provide feedback on its clarity and usefulness with at least 80% rating it as 'clear' or 'very clear'.

Integration of the report generation feature with existing tools is tested for consistent performance across various devices.

Given that the integration with the event management system is in place, When I generate a report on a mobile device, Then the report should appear the same as when generated on a desktop without functional issues.

Stakeholder Sharing Options

User Story: As a stakeholder, I want to receive the post-event insights report through my preferred communication channel so that I can access critical feedback and insights in a manner that suits my workflow.
Description: This requirement focuses on providing multiple options for sharing the generated post-event insights report with stakeholders. Options should include email sharing, download as PDF, and direct sharing to collaboration platforms such as Slack or Microsoft Teams. This functional diversity allows stakeholders to receive information in their preferred format, enhancing communication and ensuring timely access to vital insights. The implementation should ensure data security and privacy compliance while enabling quick access to the reports.
Acceptance Criteria: Stakeholder sends a request to receive the post-event insights report via email after the event concludes.

Given the event has concluded, when the stakeholder requests the report via email, then the report should be sent to the specified email address and received within 5 minutes.

A stakeholder downloads the post-event insights report as a PDF from the FundStream platform immediately after the event.

Given the report is generated post-event, when the stakeholder selects the PDF download option, then the report should be downloadable without errors and in a readable format.

A project manager shares the insights report directly to a Microsoft Teams channel after the event.

Given the report is available, when the project manager shares it on Microsoft Teams, then the report should appear in the designated channel with a timestamp and a message confirming the share.

A nonprofit staff member shares the post-event report via Slack using the sharing feature on the FundStream platform.

Given the report is generated, when the staff member uses the Slack integration to share the report, then a confirmation message should be displayed and the report should be accessible in the chosen Slack channel.

Ensure data security and privacy compliance when sharing the post-event insights report.

Given the report sharing options are used, when it is shared via any method, then the sharing process must comply with relevant data protection regulations (e.g., GDPR, CCPA) and encryption protocols should be applied to sensitive data.

A stakeholder requests an immediate view of the post-event insights report and receives it through the selected sharing method.

Given the report is generated, when the stakeholder selects any sharing option (email, PDF download, Slack, Teams), then the report should be accessible without manual intervention from the staff, ensuring a seamless experience.

Real-time Feedback Integration

User Story: As a participant, I want to provide real-time feedback during the event so that my opinions and experiences can be included in the post-event report, helping improve future events.
Description: The requirement mandates the integration of real-time feedback collection tools that connect directly to the report generation system. This would allow participants to provide feedback during the event through surveys or polls, and the responses would be captured immediately. The system should ensure that data is reflected in the post-event insights report almost instantly, providing an up-to-date reflection of participant sentiment and engagement. This feature is critical for nonprofits to understand the impact of their events as they occur, enabling swift adjustments if needed during the event.
Acceptance Criteria: Real-time feedback integration during a fundraising event allows participants to submit their feedback via polls and surveys. This occurs simultaneously as the event is taking place, allowing immediate reflection of participant sentiment in the insights report.

Given the event is live, when participants submit their feedback through the integrated feedback tools, then the responses should be captured and reflected in the report within 5 seconds.

At the conclusion of the event, stakeholders require a consolidated post-event report that includes feedback gathered in real-time. The report should summarize key metrics such as participant satisfaction and engagement levels.

Given the event has ended, when stakeholders request the post-event insights report, then the report should include at least 95% of responses collected during the event.

Nonprofit staff review the insights report post-event to evaluate the success of the fundraising activity. They analyze the report data to identify areas for improvement in future events.

Given that the insights report is generated, when nonprofit staff analyze the report, then they should be able to identify at least three actionable insights or areas for improvement based on the feedback provided.

Feedback collection tools must operate seamlessly across different devices (mobile, tablet, desktop) during the event to ensure all participants can provide input easily.

Given the event is live, when users access the feedback tools from any device, then the feedback submission process should work without errors or crashes 100% of the time across all supported devices.

The integration should allow organizers to customize the feedback questions based on the event's goals to capture relevant insights more effectively.

Given the event setup is in progress, when the event organizers create feedback polls or surveys, then they should be able to customize at least 5 feedback questions related to participant experience.

In case of any feedback submission issues during the event, there should be a clear notification system in place to alert both participants and organizers regarding the problem.

Given a feedback submission fails, when a participant attempts to submit their feedback, then they should receive an error message, and the organizers should receive an alert notifying them of the issue within 2 minutes.

Post-event analytics should provide an overview of feedback trends over time to help nonprofits gauge overall participant satisfaction across multiple events.

Given that multiple events have occurred, when the analytics feature is accessed, then the average satisfaction rating from feedback should be displayed, allowing for easy comparison between events.

Data Visualization Tools

User Story: As a report reviewer, I want to see visual representations of the data in the post-event report so that I can easily interpret trends and insights relevant to the event's success.
Description: This requirement involves the integration of data visualization options within the post-event insights report. By incorporating charts, graphs, and other visual aids, the report can effectively communicate complex data in an understandable format. This functionality will enhance the user experience for stakeholders reviewing the reports, allowing them to grasp trends and insights quickly without needing to interpret dense data sets. Scalable visual elements must be customizable based on the data provided, ensuring relevance and clarity in the representation of the event's success metrics.
Acceptance Criteria: User generates a Post-Event Insights Report after an event concludes to share insights with stakeholders.

Given the user has collected feedback data during the event, when they select the option to generate the Post-Event Insights Report, then the report should automatically include visual aids such as charts and graphs based on the collected feedback data.

Stakeholders review the Post-Event Insights Report to assess the success of the event.

Given the generated report includes data visualization tools, when stakeholders open the report, then they should be able to easily interpret trends and insights without needing additional data analysis tools.

A user wants to customize the visual elements of the Post-Event Insights Report based on their specific metrics and preferences.

Given that the user has access to the customization options, when they choose visual elements for specific metrics, then the report should reflect these customizations accurately in real-time upon generation.

Post-Event Insights Report is shared with stakeholders instantly after generation.

Given the report has been generated, when the user clicks on 'Share', then the report should be accessible to stakeholders via the designated sharing method (email, link, etc.) within 30 seconds.

User needs to ensure that the visual elements stay relevant as more data is collected over multiple events.

Given that the report generates analytics from various events, when the user updates the data set, then the visual elements in the report should automatically adjust to represent the current data accurately.

User checks the scalability of visual elements within the Post-Event Insights Report when dealing with large data sets.

Given that the report includes a large data set, when the user views the visual elements, then they should remain clear and legible, accommodating the increased data without distortion or clutter.

Feedback Aggregation for Future Planning

User Story: As a program manager, I want to analyze aggregated feedback from previous events so that I can identify trends and inform our planning strategy for future events.
Description: This requirement stipulates the aggregation of feedback across multiple events to analyze trends over time. The system should be capable of storing and categorizing feedback from different events, providing the ability to generate comparative insights that can guide future planning. Nonprofits can leverage this data to identify strengths and weaknesses in their event strategies and implement changes accordingly. Such historical insight will significantly improve their decision-making processes for future fundraising endeavors.
Acceptance Criteria: Post-Event Insights Availability for Stakeholders

Given that an event has concluded, when the feedback aggregation report is generated, then the report should be accessible to all designated stakeholders via the FundStream platform within 30 minutes of the event's completion.

Real-Time Feedback Collection During Events

Given an active fundraising event, when attendees provide feedback through the FundStream interface, then each feedback submission should be collected and categorized in real-time without any data loss.

Comprehensive Historical Feedback Analysis

Given that multiple events have been held over the last year, when an administrator accesses the feedback aggregation tool, then they should be able to generate a comparative insights report that includes at least three different metrics (e.g., donor satisfaction, engagement level, and suggestions for improvement).

Categorization of Feedback for Trend Analysis

Given that feedback has been collected from various events, when the system aggregates this feedback, then it should automatically categorize the data into at least five different themes to facilitate trend analysis.

User-Friendly Interface for Non-Technical Staff

Given that a non-technical nonprofit staff member is using the feedback aggregation feature, when they navigate the platform, then they should be able to generate reports without requiring technical assistance, demonstrating ease of use and clear instructions.

Feedback Aggregation System Performance

Given that feedback is being submitted during an event, when the submission rate exceeds 100 responses per minute, then the system should maintain a response time of under 2 seconds for feedback collection and reporting.

Interactive Feedback Wall

An engaging display that showcases real-time feedback from attendees, displaying comments and ratings dynamically during the event. This feature creates a sense of community, encouraging attendees to share their thoughts and fostering an interactive atmosphere.

Requirements

Real-Time Comment Display

User Story: As an event attendee, I want to see my comments and ratings appear on the feedback wall in real-time, so that I feel my participation is valued and can engage with others during the event.
Description: The Real-Time Comment Display requirement enables the Interactive Feedback Wall to showcase user-generated content dynamically during events. This functionality allows comments and ratings from attendees to appear instantaneously on the display, promoting a vibrant and engaging viewer experience. It enhances audience participation, fosters community interaction, and encourages live feedback, creating a more immersive event atmosphere. The implementation will leverage WebSocket technology to ensure low-latency updates and seamless integration with the existing event management system. This capability is critical as it transforms audience feedback from static reports to dynamic engagement during events, thus enhancing overall participant satisfaction and involvement.
Acceptance Criteria: Real-Time Comment Display during a live fundraising event where attendees submit feedback via their mobile devices, creating an interactive environment.

Given that an attendee submits a comment through the mobile app, when the comment is sent, then it should appear on the Interactive Feedback Wall in less than 3 seconds.

A user attempts to leave a rating for a presentation during a virtual fundraising event, and the rating should be displayed immediately to all attendees viewing the Feedback Wall.

Given that an attendee rates a presentation, when the rating is submitted, then it should be displayed on the wall and update the total ratings visible to other attendees instantly.

During a live event, the Interactive Feedback Wall should continue to display comments and ratings consistently, even with multiple users submitting feedback simultaneously.

Given multiple attendees submitting comments at the same time, when the feedback is processed, then all comments should display in real-time without loss or delay, maintaining a smooth user experience.

Event organizers need to manage inappropriate comments in real-time during a live event, allowing them to moderate on-the-fly to ensure a positive atmosphere.

Given an inappropriate comment is flagged by an attendee, when the organizer reviews and approves the removal, then the comment should be removed from the display within 30 seconds.

The Interactive Feedback Wall is to be displayed on a large screen at the venue, and it must function seamlessly across different devices and connections.

Given that the Interactive Feedback Wall is being accessed from various devices, when connections are established, then the display should render correctly and consistently on all devices without any layout issues.

Post-event, organizers review the feedback provided on the Interactive Feedback Wall to analyze participant engagement and satisfaction levels.

Given that the event is completed, when the event organizer accesses the data, then they should receive a comprehensive report including all submitted comments and ratings categorized by event sections within 24 hours post-event.

Rating System Integration

User Story: As an event organizer, I want to collect ratings from attendees on the feedback wall to measure satisfaction levels and identify areas for improvement in real-time, so that I can enhance future events based on participant feedback.
Description: The Rating System Integration requirement facilitates a comprehensive mechanism for attendees to submit ratings for various aspects of the event, such as sessions, speakers, and overall experience. By integrating this functionality into the Interactive Feedback Wall, it allows for both qualitative (comments) and quantitative (ratings) feedback. This feature will help event organizers gauge attendee satisfaction, enable data-driven decisions for future events, and allow for immediate adjustments during the event for improving the experience. The ratings will be aggregated and displayed visually on the feedback wall, motivating attendees to contribute their opinions. The implementation requires backend adjustments to process and visualize incoming ratings, ensuring responsiveness and accuracy.
Acceptance Criteria: As an attendee of a nonprofit event, I want to easily submit ratings for sessions I attend, so that my feedback can contribute to improving future events.

Given I am logged into the FundStream platform, when I click on the rating button for a session, then I should see a rating scale from 1 to 5 and be able to submit my rating successfully.

As an event organizer, I need to see real-time aggregated ratings on the Interactive Feedback Wall, so that I can quickly assess attendee satisfaction during the event.

Given the ratings are submitted by attendees, when I view the Interactive Feedback Wall, then I should see the average rating for each session and speaker updated in real-time.

As an attendee, I want to add comments along with my ratings, so that I can provide detailed feedback about my experience.

Given I have submitted a rating, when I enter a comment in the text box and submit it, then I should see my comment displayed alongside my rating on the Feedback Wall.

As a system administrator, I need the backend to process incoming ratings efficiently, so that the system can handle a high volume of submissions during the event without errors.

Given that multiple attendees are submitting ratings at the same time, when I monitor the backend system, then I should see that all ratings are processed without any lag or error notifications.

As an event organizer, I want to have access to report summaries of ratings and comments after the event, so that I can evaluate the overall success of the event.

Given the event has concluded, when I generate a report from the platform, then I should receive a summary that includes average ratings and highlighted comments for each session and speaker.

As an attendee, I want to be notified when my feedback is submitted successfully, so that I am assured that my input has been received.

Given I have submitted my rating and comment, when the submission is successful, then I should see a confirmation message on the screen.

Moderation Feature

User Story: As an event organizer, I want to have the ability to moderate comments and ratings on the feedback wall to ensure a positive and respectful environment for all attendees, so that we can foster healthy engagement during the event.
Description: The Moderation Feature requirement allows event organizers to manage and oversee the content displayed on the Interactive Feedback Wall to ensure appropriateness and relevance. This capability will include tools for pre-approval or flagging of comments and ratings that do not meet community guidelines. By implementing this feature, event organizers can maintain a positive atmosphere, encourage constructive feedback, and avoid potential issues related to inappropriate content. The moderation tools will be seamlessly integrated with the feedback wall interface, enabling easy access and management, thus ensuring that attendees feel safe and respected while expressing their opinions.
Acceptance Criteria: Moderation of Comments Before Display on Feedback Wall

Given an event organizer logs into the FundStream platform, when they access the Moderation feature, then they should be able to view, approve, or deny comments submitted by attendees prior to them being displayed on the Interactive Feedback Wall.

Flagging Inappropriate Comments by Attendees

Given a comment is displayed on the Interactive Feedback Wall, when an attendee clicks the 'flag' option, then the comment should be flagged for review by the event organizer and hidden from the feedback wall until reviewed.

Notification of Moderation Actions to Organizers

Given an event organizer has flagged a comment or rating for moderation, when the action is taken, then the organizer should receive a notification outlining the status (approved or denied) of the flagged content.

Integration of Moderation Tools into Feedback Wall Interface

Given an event is live, when the feedback wall is displayed, then the moderation tool should be integrated seamlessly, allowing the organizer to manage comments without disrupting attendee interaction.

Community Guidelines Visibility for Attendees

Given attendees are participating in the event, when they view the Interactive Feedback Wall, then they should have access to the community guidelines that govern the feedback content.

Real-time Feedback on Moderation Status Changes

Given a comment has been moderated, when the status of that comment changes (approved or denied), then the feedback wall should update in real-time to reflect the current status of that comment to all attendees.

Tracking Moderation History for Accountability

Given an event organizer is reviewing the moderation actions taken, when they access the moderation logs, then they should see a comprehensive history of comments reviewed, including timestamps and actions taken.

Customizable Feedback Categories

User Story: As an event organizer, I want to customize the feedback categories available on the wall so that attendees can provide more relevant and actionable feedback, which can help us improve current and future events.
Description: The Customizable Feedback Categories requirement enables event organizers to define and modify categories for feedback that attendees can choose from when submitting comments and ratings. This allows for tailored feedback that aligns with the specific goals of the event, such as areas of focus for improvement or specific topics of interest. Custom categories enhance the relevance of feedback collected and ensure that it meets the organizers' objectives. The implementation will involve an admin interface for setting up and modifying category lists, which will dynamically update on the Interactive Feedback Wall. This feature significantly enhances the value of attendee feedback by providing contextual insights that can drive targeted enhancements.
Acceptance Criteria: Event organizers need to set up feedback categories before the event starts, ensuring that attendees can select relevant topics during their feedback submissions.

Given an event organizer is logged into the admin interface, when they create or edit feedback categories, then the categories must save correctly and appear on the Interactive Feedback Wall during the event.

During the event, attendees submit feedback through the Interactive Feedback Wall based on the custom categories set by the event organizer.

Given attendees are accessing the Interactive Feedback Wall, when they submit feedback selecting a category, then their feedback should display correctly under the respective category in real-time.

An event organizer needs to modify feedback categories post-event based on the insights gathered during the event.

Given an event organizer is logged into the admin interface, when they modify existing feedback categories after the event, then those changes should reflect in any future events when feedback is collected.

Event feedback analysis requires that the feedback categories are relevant to the event goals, ensuring high-quality insights.

Given an event organizer reviews feedback after the event, when they analyze the comments and ratings under each feedback category, then the feedback collected must align with the goals set by the organizer as measured by a post-event survey.

Event organizers want to ensure that feedback categories are not duplicated to maintain clarity for attendees submitting feedback.

Given an event organizer is creating feedback categories, when they attempt to create a category name that already exists, then a warning message should be displayed to prevent duplication.

Event organizers may want to prioritize certain categories by changing their order on the Interactive Feedback Wall to reflect the event's focus areas.

Given an event organizer is logged into the admin interface, when they reorder feedback categories, then the new order should be saved and displayed correctly on the Interactive Feedback Wall during the event.

Customizable Feedback Metrics

This feature enables organizers to select and prioritize specific metrics and KPIs for feedback collection. Whether focusing on attendee satisfaction scores, session feedback, or facility comments, this flexibility ensures the data collected aligns directly with strategic goals.

Requirements

Dynamic Metric Selection

User Story: As a nonprofit event organizer, I want to customize the feedback metrics I collect so that I can align the data with my organization's strategic goals and make informed improvements for future campaigns.
Description: The Dynamic Metric Selection requirement allows users to customize which metrics and Key Performance Indicators (KPIs) are collected during fundraising campaigns. This feature ensures that nonprofits can prioritize feedback areas that align with their strategic objectives, such as attendee satisfaction or session effectiveness. By integrating this flexibility into FundStream, organizations can gather relevant data tailored to their unique goals, leading to more informed decision-making and improving the overall effectiveness of their fundraising efforts. Additionally, this customization will enhance donor engagement by providing insights that are directly applicable to various fundraising strategies and campaigns.
Acceptance Criteria: User selects specific metrics for feedback during a fundraising campaign setup.

Given a user is on the campaign setup page, when they select metrics and KPIs from a predefined list, then the selected metrics should be saved and reflected in the campaign settings.

User prioritizes metrics for feedback collection based on strategic goals.

Given a user has selected multiple metrics, when they reorder the list of selected metrics, then the new order should be saved and displayed correctly during feedback analysis.

User assesses feedback data based on selected metrics post-campaign.

Given a fundraising campaign has concluded, when the user navigates to the feedback analysis dashboard, then only the metrics selected during campaign setup should be displayed for review.

User integrates customized metrics into real-time analytics.

Given the user has selected specific metrics for a campaign, when the analytics dashboard is loaded, then the chosen metrics should appear with real-time data visualizations.

User receives alerts if performance metrics fall below a set threshold.

Given a user has defined thresholds for selected KPIs, when the campaign is running, then alerts should be generated and displayed to the user if any metrics fall below the defined thresholds.

User edits the selected metrics mid-campaign.

Given a user is on the campaign management page, when they attempt to edit the selected metrics after the campaign has started, then the system allows or prohibits edits based on predefined rules.

Real-Time Dashboard Analytics

User Story: As a fundraising manager, I want to access real-time analytics on feedback metrics so that I can instantly understand performance and make immediate adjustments to my fundraising strategies.
Description: The Real-Time Dashboard Analytics requirement provides instant access to visualized data on feedback metrics collected during events and campaigns. This feature enables users to view data trends and insights in real-time, fostering a proactive approach to decision-making. By offering interactive visualizations, FundStream empowers nonprofits to quickly assess performance, identify strengths and weaknesses, and adapt strategies on-the-fly. This requirement enhances the platform’s analytics capabilities by coupling the power of real-time data with intuitive design, ensuring that users can leverage insights to maximize their fundraising outcomes and improve engagement with donors.
Acceptance Criteria: User accesses the dashboard during an ongoing fundraising campaign to evaluate real-time feedback metrics collected from donors and event attendees.

Given the user is logged in to FundStream, when they navigate to the Real-Time Dashboard, then they should see visualized data reflecting current feedback metrics such as attendee satisfaction scores and session feedback updated in real-time.

The nonprofit organization wants to review feedback trends over the past week following an event to adjust future strategies; they access the dashboard to analyze performance.

Given the user selects a date range from the dashboard for the past week, when they view the dashboard, then they should see interactive visualizations of feedback metrics for that period, including trends and patterns clearly displayed.

An event organizer needs to prioritize certain KPIs for an upcoming event and verify if the dashboard allows modifications to the displayed metrics accordingly.

Given the user is on the dashboard, when they select the metrics to prioritize from the feedback settings, then the dashboard should update to display the selected metrics prominently, ensuring that all chosen KPIs are visible and actionable.

A user is reviewing the success metrics of a past campaign and needs to share insights with the team; they want to export the data from the dashboard for reporting purposes.

Given the user has completed their analysis on the dashboard, when they click on the export button, then the system should generate a downloadable report with the visualized data in a standard format (e.g., CSV, PDF) that matches the displayed information.

The fundraising team wants to assess the impact of their strategies in real time while monitoring ongoing campaigns; they need alerts on specific feedback metrics.

Given the user has set thresholds for key metrics, when those metrics are met or exceeded, then the system should send real-time alerts via email or in-app notifications to the user, ensuring immediate attention can be given.

Automated Reporting Generation

User Story: As a nonprofit administrator, I want to automatically generate reports on feedback metrics so that I can save time and ensure consistent presentation of data to my stakeholders.
Description: The Automated Reporting Generation requirement facilitates the creation of tailored reports summarizing collected feedback metrics without manual intervention. Users can set specific parameters for the reports they want, such as frequency and data subsets. This feature not only saves time but also ensures consistency in how feedback data are reported and presented to stakeholders. By automating the report generation process, FundStream reduces the burden of administrative tasks on nonprofit staff, allowing them to focus more on strategic initiatives and community engagement. Effective reporting will enhance transparency, accountability, and data-driven storytelling for fundraising efforts.
Acceptance Criteria: User Configures Automated Report Parameters for Event Feedback

Given a user has access to the reporting feature, when they set parameters for the frequency and type of feedback metrics to collect, then an automated report should be generated according to the specified schedule without manual intervention.

User Receives Automated Reports via Email

Given an automated report is configured, when the report generation schedule occurs, then the user should receive the report in their email inbox following the specified format and containing the correct data subsets.

User Edits Report Criteria and Resubmits for Automation

Given a user wants to change the parameters of an existing report, when they edit the criteria and resubmit, then the system should update the report settings and initiate the next scheduled report generation with the new parameters.

System Handles Multiple Report Requests from Different Users

Given multiple users are requesting reports at the same time, when the report generation process is initiated, then the system should successfully generate and deliver all reports without delays or errors, ensuring data integrity.

User Reviews Generated Reports for Accuracy

Given a user receives an automated report, when they review the content of the report, then the data presented should accurately reflect the metrics and KPIs selected during configuration.

User Accesses Historical Reports for Trend Analysis

Given automated reports are generated regularly, when a user accesses the reports archive, then they should be able to view and compare historical report data for trend analysis over selected time periods.

User Receives Notification of Report Generation Success or Failure

Given a report has been scheduled, when the report generation completes, then the user should receive a notification confirming whether the report was generated successfully or if there was a failure with clear instructions for follow-up.

Feedback Segmentation Capability

User Story: As a campaign director, I want to segment the feedback I collect so that I can tailor my fundraising strategies to different donor groups and enhance engagement based on their specific needs.
Description: The Feedback Segmentation Capability requirement enables users to categorize feedback based on various parameters, such as demographics or engagement levels. This feature allows organizations to analyze how different groups respond to events and campaigns. By segmenting feedback, nonprofits can identify trends and tailor their strategies to serve specific audiences more effectively. Integration of this capability into FundStream signifies a shift towards more targeted fundraising efforts, enabling organizers to enhance donor relations through personalized follow-up actions and improved campaign planning. This functionality will ultimately contribute to more meaningful donor engagement and increased fundraising success.
Acceptance Criteria: User segments feedback based on demographics after an event to evaluate satisfaction rates among different age groups.

Given a list of feedback responses collected post-event, when a user selects to segment the feedback by demographics, then the system should categorize the feedback into age groups and display the average satisfaction scores for each group on a dashboard.

Organizers review feedback categorized by engagement levels to improve future campaign strategies.

Given a set of feedback responses tagged with engagement levels, when an organizer requests a report, then the system must generate a report detailing the total feedback count and average scores for each engagement level.

A nonprofit assesses the quality of its facility comments to enhance the venue for future events.

Given feedback focused on facility comments, when the user segments this feedback, then all comments related to venue quality should be displayed for review, allowing organizers to identify trends regarding facility effectiveness.

Users validate the effectiveness of specific KPIs in measuring attendee satisfaction.

Given predefined KPIs and collected feedback data, when the user runs analysis on the selected KPIs, then the system should return resultant scores and comparisons to determine if the KPIs met their defined benchmarks.

Organizers identify trends in session feedback to adjust content for future events.

Given session feedback from previous events, when the user applies the segmentation feature, then the system should segment feedback by session type and highlight the sessions with overall low satisfaction scores, enabling targeted improvements.

A nonprofit organization tracks engagement trends post-segmenting feedback based on donor types to personalize follow-ups.

Given segmented feedback by donor type, when the user analyzes the results, then the system should provide insights into how different donor types engaged with the event and suggest personalized follow-up actions.

User-Friendly Feedback Interface

User Story: As a feedback coordinator, I want a user-friendly interface to collect feedback from event attendees so that I can ensure high participation rates and gather valuable insights easily.
Description: The User-Friendly Feedback Interface requirement revolves around creating an intuitive interface for collecting feedback from event participants. The simplified design ensures that users with varying levels of technical proficiency can easily navigate and provide input. By prioritizing user experience, FundStream enhances participation rates in feedback collection and ensures that valuable insights are captured efficiently. This interface will not only reduce barriers for feedback submission but also promote greater engagement from attendees, resulting in richer data and improved strategic planning for future fundraising activities.
Acceptance Criteria: Event organizer logs into FundStream to access feedback tools after an event has concluded.

Given the event organizer is logged into FundStream, When they navigate to the feedback section, Then they should see a user-friendly interface that displays options for collecting feedback based on predefined metrics such as attendee satisfaction and session engagement.

An event participant uses the feedback interface to submit their comments after attending an event.

Given an event participant has received a feedback link, When they click on the link, Then they should encounter an intuitive and simplified feedback form that takes less than 3 minutes to complete.

The event organizer reviews aggregated feedback metrics post-event to assess performance.

Given the feedback collection period has ended, When the event organizer accesses the analytics dashboard, Then they should view a consolidated scorecard of collected metrics that reflects attendee feedback in real-time, including satisfaction scores and comments.

Multiple event participants access the feedback interface simultaneously to provide their input.

Given multiple participants are submitting feedback at the same time, When they access the interface, Then the system should support at least 100 concurrent feedback submissions without crashes or slowdowns.

An event organizer customizes the metrics to be displayed on the feedback interface prior to an event.

Given the event organizer wants to customize metrics, When they access the customization options, Then they should be able to select, prioritize, and save their desired metrics for the feedback form.

Participants receive confirmation after successfully submitting their feedback through the interface.

Given a participant has completed the feedback submission, When they click on the submit button, Then they should see a confirmation message thanking them for their feedback and indicating successful submission.

Community Connection Map

A visual interactive map displaying active community initiatives and projects, allowing donors to explore opportunities to get involved. This feature enhances user engagement by providing a clear overview of local projects, fostering a sense of community, and enabling donors to connect with initiatives that resonate with their values and interests.

Requirements

Interactive Map Integration

User Story: As a donor, I want to view an interactive map of community initiatives so that I can easily find and connect with projects that match my interests and values.
Description: The Community Connection Map feature requires a detailed interactive map to be integrated into the FundStream platform. This map should visualize various community initiatives and projects in real-time, allowing users to zoom in and out, filter by category (e.g., education, health, environment), and click on markers for more information. The implementation must utilize a robust mapping library that supports dynamic updates with ongoing projects and events, enhancing user engagement and providing donors with easy navigation options to discover local initiatives aligned with their interests.
Acceptance Criteria: User explores the Community Connection Map to discover ongoing educational initiatives in their locality.

Given the user is on the FundStream platform, when they navigate to the Community Connection Map, and apply the 'Education' filter, then they should see only the markers representing educational initiatives in their area.

Donors want to learn more about a community project by clicking on its marker on the map.

Given that the user clicks on a marker representing a community initiative, when the marker is clicked, then a detailed popup should display relevant information about the initiative, including description, contact information, and ways to get involved.

A user needs to zoom in on the map to find initiatives in a specific neighborhood.

Given the user is viewing the Community Connection Map, when they use the zoom feature to zoom in on a specific area, then the map should display a more detailed view with relevant initiatives available in that zoomed-in area.

New initiatives are added to the platform that need to be reflected on the Community Connection Map in real-time.

Given that a new community project is added to the system, when the project is saved, then it should immediately appear on the Community Connection Map without needing a page refresh.

The user wants to filter the map to view health-related initiatives only.

Given the user is on the Community Connection Map, when they select the 'Health' category from the available filters, then the map should update to display only the markers related to health initiatives.

A user unfamiliar with the platform is trying to navigate the Community Connection Map for the first time.

Given the user has just accessed the Community Connection Map, when they hover over any map marker, then a brief tooltip should appear with the project's name and a snippet of information to guide them.

A donor is interested in receiving notifications about new initiatives in their community.

Given that the user opts in for notifications, when a new initiative is added to the Community Connection Map that falls within their specified interests, then the user should receive an email notification with details about the initiative.

Filtering and Search Functionality

User Story: As a donor, I want to filter community projects by type and location so that I can quickly find the initiatives that I am passionate about supporting.
Description: The Community Connection Map will include advanced filtering and search functionality to help users easily navigate through numerous community projects. Users should be able to filter initiatives by categories such as project type, funding needs, geographic area, and engagement opportunities. Additionally, a keyword search bar should allow donors to quickly find specific initiatives or projects they are interested in. This feature is crucial for enhancing the user experience by making project discovery efficient and tailored to individual donor preferences.
Acceptance Criteria: Donor searches for initiatives using keywords to find specific projects they are interested in.

Given the Community Connection Map is displayed, when the donor enters a keyword into the search bar, then the map updates to show only projects that match the keyword criteria and displays a message indicating the number of results found.

Donor filters community initiatives by project type and geographic area.

Given the Community Connection Map is displayed, when the donor selects a project type and a geographic area from the filter options, then the map updates to only show projects that meet the selected criteria and clears results if no projects are found.

Donor combines multiple filters to refine search results for community initiatives.

Given the Community Connection Map is displayed, when the donor selects filters for project type, funding needs, and engagement opportunities simultaneously, then the map updates to display only projects that match all selected filters and indicates if no projects are available with the selected criteria.

Donor accesses the Community Connection Map to explore available initiatives and projects.

Given the Community Connection Map is displayed, when the donor accesses the map for the first time, then the map shows all available community initiatives without any filters applied, enabling the donor to see the complete overview of projects.

Donor uses the filtering options to understand funding needs of community initiatives.

Given the Community Connection Map is displayed, when the donor selects the filter for funding needs, then the map updates to highlight projects requiring funding and displays a summary of funding needs for each project.

User experience is tested by tracking how donors interact with the filtering and search functionalities.

Given the Community Connection Map is utilized by donors, when usability testing is conducted, then there should be a minimum of 80% positive feedback on the ease of use for search and filter functions based on a sampled group of donors.

Project Details Popup

User Story: As a donor, I want to see detailed information about community initiatives when I click on a project marker so that I can understand how my support can make a difference.
Description: Each project on the Community Connection Map should have an associated project details popup that provides comprehensive information when a user clicks on a marker. This popup must include essential information such as the project description, goals, funding requirements, and ways to get involved (e.g., volunteering, donating). This addition will help potential donors make informed decisions and foster engagement with the projects they wish to support, thereby enhancing the platform's effectiveness in connecting donors with initiatives.
Acceptance Criteria: Project Details Popup - User clicks on a project marker.

Given the user is on the Community Connection Map, when they click on a project marker, then a project details popup should appear displaying the project description, goals, funding requirements, and ways to get involved.

Project Details Popup - Information completeness.

Given the project details popup is displayed, then it must include all required fields: project description, goals, funding requirements, and ways to get involved, with no empty fields present.

Project Details Popup - Visual layout and user experience.

Given the project details popup is opened, when the user views the popup, then the layout must be visually appealing and easy to read, with properly formatted text and images where applicable.

Project Details Popup - Responsiveness on mobile devices.

Given the user accesses the Community Connection Map on a mobile device, when they click on a project marker, then the project details popup must be fully responsive and accessible without horizontal scrolling.

Project Details Popup - User interaction for involvement.

Given the project details popup is displayed, when the user clicks on the 'Get Involved' button, then they are directed to the appropriate section for volunteering or donation options relevant to that project.

Project Details Popup - Closing the popup.

Given the project details popup is open, when the user clicks the close button (X), then the popup must close without leaving the page or losing their previous interaction on the map.

User Feedback Mechanism

User Story: As a donor, I want to rate and review community projects I support so that I can share my experiences and help others in their decision-making process.
Description: The Community Connection Map should feature a user feedback mechanism that allows donors to rate and comment on the initiatives they have engaged with. This feature will enable potential donors to see the credibility and value of projects based on peer reviews, encouraging greater involvement from the community. Implementing this functionality requires a simple interface for users to submit their feedback and a moderation system to manage and display comments effectively.
Acceptance Criteria: User submits feedback for a community initiative after attending an event.

Given a user has attended a community initiative, when they navigate to the Community Connection Map, and select the initiative they participated in, then they should see an option to rate the initiative and provide comments.

User views feedback from other donors before deciding on a donation.

Given a user is viewing a community initiative on the Community Connection Map, when they scroll down to the feedback section, then they should see a list of ratings and comments from other donors that are displayed in a user-friendly format.

Moderator reviews user-submitted feedback for appropriateness and relevance.

Given that a user has submitted feedback, when the feedback is received by the moderation system, then the moderator should be able to approve, edit, or reject the comment, and the decision should reflect immediately in the feedback section of the initiative.

User accesses the feedback feature on a mobile device.

Given a user is accessing the Community Connection Map through a mobile device, when they select an initiative, then the feedback submission interface should be fully functional and easily navigable without loss of functionality or layout issues.

User provides feedback on an initiative multiple times.

Given a user has previously provided feedback on a community initiative, when they attempt to submit feedback again, then the system should either prompt them to edit their existing feedback or notify them that they cannot submit duplicate feedback for the same initiative.

System prevents inappropriate comments from being displayed.

Given that a user submits a comment containing inappropriate language, when the submission is received, then the moderation system should detect and block the comment, showing an error message to the user indicating why the comment was rejected.

User engages with feedback to increase community interest.

Given a user reads positive feedback on an initiative, when they decide to engage by clicking on the 'Get Involved' button, then the system should direct them to the initiative's donation page, ensuring a seamless transition from feedback to engagement.

Mobile Responsiveness

User Story: As a donor, I want to access the Community Connection Map on my mobile device so that I can find and support projects conveniently from anywhere.
Description: To ensure that the Community Connection Map is accessible to all users, it is essential to design the feature with mobile responsiveness in mind. The interface must adapt seamlessly to different screen sizes and devices, providing a user-friendly experience whether accessed from a desktop, tablet, or smartphone. This requirement is critical as many users may access the platform on the go, and a mobile-friendly design will increase engagement and usability across various devices.
Acceptance Criteria: Community members access the Community Connection Map feature on their smartphones while attending a local event to discover nearby initiatives they can support.

Given a user accesses the Community Connection Map on a smartphone, when the map loads, then it must clearly display all active community initiatives within a 10-mile radius of the user's location without excessive loading time (less than 3 seconds).

A user attempts to view the Community Connection Map on a tablet while commuting on public transport.

Given a user accesses the Community Connection Map on a tablet, when the user rotates the tablet from portrait to landscape orientation, then the layout should automatically adjust to maintain usability and visual clarity without loss of functionality or content.

A donor uses a desktop computer to explore the Community Connection Map for upcoming charitable events in their area.

Given a user accesses the Community Connection Map on a desktop, when the user clicks on a specific initiative pin, then detailed information about the initiative should display within 2 seconds, including contact information, upcoming events, and a link to donate.

An organization representative reviews the Community Connection Map on various devices to ensure compliance before the product launch.

Given the Community Connection Map is launched, when the representative tests the functionality on a smartphone, tablet, and desktop, then all features must operate consistently across devices, maintaining similar response times and visual integrity.

A user accessing the Community Connection Map via a smartphone experiences varied network conditions.

Given a user on a smartphone with fluctuating internet connectivity, when the user interacts with the Community Connection Map, then all essential features must remain accessible, providing either cached information or appropriate notifications for offline access.

A new user accesses the Community Connection Map on their iPhone as a first-time interaction with FundStream.

Given a new user who has never used FundStream, when they first open the Community Connection Map, then the interface must present an intuitive onboarding guide to explain its features within the first 30 seconds of use.

Data Analytics Dashboard

User Story: As a nonprofit organization, I want to access analytics on community project engagement so that I can adjust my strategies to better connect with potential donors.
Description: An analytics dashboard should be integrated into the Community Connection Map for nonprofit organizations to track engagement metrics, such as the number of visitors to their projects, interactions through the ratings and feedback system, and engagement levels by category. This dashboard will help nonprofits understand their project's reach and impact, allowing them to optimize their engagement strategies and appeal to donors more effectively. This feature is essential for enhancing transparency and providing actionable insights for continuous improvement.
Acceptance Criteria: Integration of the Data Analytics Dashboard into the Community Connection Map

Given a nonprofit user accesses the Community Connection Map, when they click on the analytics dashboard link, then the dashboard should load successfully displaying engagement metrics for their initiatives.

Tracking Engagement Metrics for Nonprofit Projects

Given a nonprofit organization has active projects within the Community Connection Map, when they view the data analytics dashboard, then the dashboard must show the number of visitors, interactions, and engagement levels by category for each active project.

User Interaction with the Ratings and Feedback System

Given users interact with the Community Connection Map's projects, when they submit ratings and feedback, then these interactions must be accurately reflected in the engagement metrics of the data analytics dashboard within 10 minutes after the submission.

Data Visualization within the Dashboard

Given the data analytics dashboard is loaded, when metrics are presented, then the information should be visually represented through charts and graphs for easy comprehension of engagement data.

Accessibility of Analytics for Diverse User Skills

Given the data analytics dashboard is designed for nonprofit staff with varying technical skills, when any user accesses the dashboard, then it should be intuitive and include tooltips or guidance for understanding the metrics displayed.

Real-time Updates of Engagement Data

Given the analytics dashboard receives new data from the Community Connection Map, when users refresh the dashboard, then it should display the most recent metrics without significant delays (within 5 seconds).

Exporting Engagement Metrics for Reporting

Given a nonprofit organization requires to share engagement data, when they request to export metrics from the data analytics dashboard, then they should be able to download a CSV file containing the metrics for their projects.

Impact Stories Hub

A centralized repository for sharing impactful stories and testimonials from community initiatives. This feature helps nonprofits communicate the tangible benefits of contributions, illustrating the positive change resulting from donor support. By showcasing real-life impacts, donors feel more connected and motivated to participate in future initiatives.

Requirements

User-Friendly Interface

User Story: As a nonprofit staff member, I want a user-friendly interface for uploading and managing stories so that I can easily share impactful testimonials without needing extensive technical skills.
Description: The Impact Stories Hub must feature a user-friendly interface that allows nonprofit staff with varying technical skills to easily upload, edit, and manage stories and testimonials. This interface should include drag-and-drop functionalities, rich text editing, and a preview option to ensure that users can create visually appealing content that is intuitive and straightforward to navigate. By reducing the complexity of the content management process, we enhance user adoption and ensure that nonprofits can focus more on storytelling rather than on technical hurdles.
Acceptance Criteria: Nonprofit staff member wants to upload a new impact story without prior technical training.

Given the user is on the Impact Stories Hub page, when they drag and drop an image into the upload area, then the image is successfully uploaded and displayed in the designated preview section.

A nonprofit staff member needs to edit an existing story to add more details about a community initiative.

Given an existing story is selected, when the user opens the rich text editor, then they can successfully add text, format it using bold and italics, and save the changes without errors.

A nonprofit staff member wants to review how their story will appear to donors before publishing.

Given the user has edited a story, when they click the 'Preview' button, then a modal opens displaying the story as it would appear to donors, including formatting and images, and the modal can be closed easily.

A nonprofit staff member wants to manage multiple stories and remove one that is no longer relevant.

Given the user is viewing the list of impact stories, when they click the 'Delete' button next to an irrelevant story, then the story is removed from the list after confirmation, and a success message is displayed.

A nonprofit staff member needs to quickly create a new story with minimal steps.

Given the user is on the create new story page, when they fill in the title, upload an image, enter the body text, and click 'Submit', then the new story is added to the stories list and is immediately available for preview.

A nonprofit staff member wants to understand the operational guidelines for using the Impact Stories Hub.

Given a user is on the Impact Stories Hub, when they click the 'Help' icon, then a help section opens, providing clear instructions and a video tutorial on how to use the interface effectively.

Content Review Workflow

User Story: As a content manager, I want a content review workflow so that I can ensure all stories are vetted and align with our organization's values before they are published.
Description: Implement a content review workflow feature within the Impact Stories Hub that allows for multi-step approval processes for all submitted stories. This feature will enable designated team members to review, provide feedback, and approve content before it goes live. This workflow ensures that all stories published reflect the organization's mission and values while elevating the quality of the shared stories. The ability to track changes and communicate with stakeholders during the review process enhances collaboration and ensures alignment across the organization.
Acceptance Criteria: Content Submission and Initial Review Process

Given a content submission form is filled out by a nonprofit staff member, When the submission is completed and submitted for review, Then the content should be logged in the review queue and a notification should be sent to the designated reviewers.

Multi-Step Approval Process

Given a story is in the review queue, When a designated team member reviews the content and either approves it or requests revisions, Then the approval status should be updated accordingly, and the team member should receive a notification.

Feedback Mechanism for Reviewers

Given a team member has requested revisions on a submitted story, When they provide feedback through the workflow system, Then the original submitter should receive the feedback immediately, and a timeline for resubmission should be specified.

Change Tracking and History Log

Given multiple reviews have been conducted on a story submission, When a reviewer accesses the review history, Then they should see a complete log of all changes made, including timestamps and reviewer comments.

Final Publishing Approval

Given a story has been approved through the multi-step review process, When the designated approver finalizes the publication, Then the story should go live on the Impact Stories Hub, and a confirmation notification should be sent to the submitter.

Communication with Stakeholders During Review

Given a story is under review, When any changes or feedback are made, Then all stakeholders involved in the review process should receive updates and notifications ensuring transparency.

Analytics Dashboard

User Story: As a fundraiser, I want an analytics dashboard to track engagement metrics for our impact stories so that I can understand what resonates with our audience and optimize our storytelling strategies.
Description: Create an analytics dashboard that provides nonprofit organizations with insights into the performance of their impact stories. This feature should track user engagement metrics such as views, shares, and comments, allowing nonprofits to assess which stories resonate most with their audience. By integrating data analysis, organizations can refine their storytelling strategies, improve donor engagement, and measure the effectiveness of their communication efforts. This data-driven approach enhances the overall impact of donor relationships and contributes to future funding success.
Acceptance Criteria: Viewing User Engagement Metrics for Impact Stories

Given a nonprofit user is logged into FundStream, when they navigate to the Analytics Dashboard, then they should see a summary of user engagement metrics including total views, shares, and comments for each impact story.

Filtering Impact Stories by Engagement Metrics

Given a nonprofit user is on the Analytics Dashboard, when they apply filters to sort impact stories by engagement metrics (e.g., most views or shares), then the displayed stories should update accordingly based on the selected criteria.

Comparative Analysis of Engagement Metrics Over Time

Given a nonprofit user is viewing the Analytics Dashboard, when they select a date range for analysis, then they should see a comparison of engagement metrics for impact stories during the selected period, highlighting trends in donor interaction.

Exporting Engagement Data from Analytics Dashboard

Given a nonprofit user is on the Analytics Dashboard, when they request to export engagement data, then they should receive a downloadable report containing user engagement metrics in a well-organized format (e.g., CSV or Excel).

Setting Up Notifications for Low Engagement Stories

Given a nonprofit user is on the Analytics Dashboard, when they set up a notification for impact stories with engagement metrics falling below a defined threshold, then the user should receive alerts via email or in-app notifications when those thresholds are met.

Visualizing Metrics Through Graphs and Charts

Given a nonprofit user is on the Analytics Dashboard, when they view the user engagement metrics for impact stories, then they should see visual representations (e.g., graphs or charts) illustrating the performance of these stories over time.

Access Control for Analytics Dashboard Features

Given a nonprofit organization has multiple users, when they manage user roles within FundStream, then they should be able to restrict access to the Analytics Dashboard features based on user permissions set by the organization administrator.

Social Media Integration

User Story: As a social media manager, I want to easily share our impact stories on social media so that we can increase our reach and engage more community supporters.
Description: Develop a feature that allows nonprofit organizations to easily share impact stories on social media platforms directly from the Impact Stories Hub. This integration should include one-click sharing capabilities and customizable meta descriptions for different platforms. By facilitating seamless sharing, organizations can increase their reach and amplify the visibility of their stories, thereby encouraging more donor engagement and broader community support. This feature will enhance the marketing efforts of nonprofits and help them connect wider audiences with their mission.
Acceptance Criteria: Nonprofit user accesses the Impact Stories Hub and selects a story to share on social media.

Given the user is logged into FundStream, when they click the 'Share' button on a selected impact story, then the story should be ready to share on the selected social media platform with a customizable meta description.

User customizes the meta description for a social media post from the Impact Stories Hub.

Given the user is in the sharing interface, when they edit the meta description for a story, then the updated description should be saved and displayed correctly in the social media preview before sharing.

User shares an impact story on multiple social media platforms.

Given the user has selected a story and clicks on 'Share', when they choose to share the story on multiple platforms, then each platform should receive the story with the appropriate formatted link and meta description.

Monitoring the success of shared stories on social media platforms.

Given the story has been shared successfully, when the user checks the analytics dashboard in FundStream, then metrics such as clicks, shares, and engagement rates should reflect the activity generated from the shared stories.

User encounters an error while sharing a story on social media.

Given the user attempts to share a story, when there is a connectivity issue or API failure, then an appropriate error message should be displayed, guiding the user on how to address the issue.

User reviews the list of recent stories shared on social media.

Given the user navigates to the sharing history section, when they view the list of recent shares, then each entry should display the story title, date shared, and platform used for sharing.

Mobile Responsiveness

User Story: As a nonprofit staff member, I want the Impact Stories Hub to be mobile responsive so that I can manage our stories from my smartphone, ensuring I'm not limited by my location.
Description: The Impact Stories Hub must be fully mobile responsive, allowing users to create, manage, and view stories seamlessly on various devices—including smartphones and tablets. This requirement ensures that nonprofits can access and update their stories on-the-go, maximizing flexibility and ensuring that content creation is not limited by location or device. The mobile-friendly design enhances user experience and accessibility, empowering organizations to share their impact stories anytime, anywhere, thus fostering continuous engagement.
Acceptance Criteria: Mobile user navigates to the Impact Stories Hub using a smartphone to view, create, and edit stories while at a fundraising event.

Given a user accesses the Impact Stories Hub on a mobile device, when they attempt to view, create, or edit a story, then the layout should dynamically adjust to fit the screen size without loss of functionality or visibility.

A nonprofit staff member needs to share an impact story during a virtual meeting using a tablet.

Given the Impact Stories Hub interface is accessed on a tablet, when the user opens a specific story, then the text and images should render correctly without horizontal scrolling and be fully readable.

A user wants to update an impact story while traveling and accesses the hub on a smartphone.

Given a user is logged into the Impact Stories Hub on a smartphone, when the user clicks on the 'Edit' button of a story, then they should be able to edit content and save changes without performance lag.

A donor checks for the latest success stories on their mobile device to assess where to donate next.

Given a mobile user opens the Impact Stories Hub, when they scroll through the list of impact stories, then the loading time for stories should not exceed 2 seconds and must display correctly.

A nonprofit wants to verify that all elements of the Impact Stories Hub are accessible on all mobile devices.

Given a range of mobile devices (smartphones and tablets) are tested on the Impact Stories Hub, when the site is accessed, then all functionalities (view, create, edit) must be fully operational without any device compatibility issues.

A user accesses the Impact Stories Hub on multiple devices to check for consistency in appearance and functionality.

Given the user views the Impact Stories Hub on a desktop, tablet, and smartphone, when they open the same story on each device, then the formatting, images, and text should align consistently across all platforms.

Engagement Challenge Tracker

A gamified tool that sets challenges for donors to participate in community initiatives, track their contributions, and earn rewards. This feature encourages participation through friendly competition and recognition, making donor engagement more interactive and rewarding.

Requirements

Challenge Setup Interface

User Story: As a nonprofit staff member, I want to easily set up engagement challenges in the platform, so that I can motivate our donors to participate in community initiatives and increase their contributions.
Description: The Challenge Setup Interface allows nonprofit staff to easily create, configure, and manage engagement challenges directly within the FundStream platform. This functionality includes customizable parameters such as challenge duration, types of contributions, reward structures, and participant tracking options. By enabling a user-friendly setup process, this requirement ensures that organizations can launch engaging initiatives quickly, fostering a sense of community and competition among donors. The integration with existing fundraising tools and donor management systems is crucial, allowing seamless visibility and access to challenge data and participant performance metrics. Overall, this requirement enhances user experience by simplifying complex setup procedures and ultimately encourages donor participation and engagement.
Acceptance Criteria: Challenge configuration for a new fundraising event by a nonprofit staff member who aims to create an engaging competition for donors.

Given a nonprofit staff member is logged into FundStream, when they navigate to the Challenge Setup Interface, then they should be able to create a new engagement challenge by setting parameters such as duration, types of contributions, and reward structures, and successfully save the challenge details.

A nonprofit staff member attempts to edit the details of an existing engagement challenge for upcoming donor participation.

Given a nonprofit staff member has selected an existing engagement challenge in the Challenge Setup Interface, when they modify the challenge parameters such as duration and rewards, then the changes should be saved successfully, and the updated details should be reflected in the system.

The nonprofit staff member needs to view participant tracking options for an active engagement challenge to ensure donor contributions are being recognized accurately.

Given an active engagement challenge in FundStream, when the nonprofit staff member accesses the participant tracking section, then they should see a list of all participants, their contributions, and the status of rewards earned, updated in real-time.

A nonprofit staff member wants to configure a challenge that integrates with existing fundraising tools to enable seamless participant tracking.

Given the Challenge Setup Interface is open, when the nonprofit staff member selects integration options with external fundraising tools, then the configured challenge should allow for automatic updates and visibility of participant performance metrics without manual input.

A nonprofit staff member is seeking guidance on how to set up a challenge in the FundStream platform.

Given the Challenge Setup Interface is being used, when the nonprofit staff member clicks on the help or tutorial option available within the interface, then they should be presented with a step-by-step guide or video tutorial that assists them in setting up the challenge effectively.

Donor Contribution Tracker

User Story: As a donor, I want to track my contributions to challenges so that I can see my progress and earn rewards for my participation.
Description: The Donor Contribution Tracker enables donors to view their contributions and progress towards engagement challenges. This tool provides a visual representation of donations made, milestones achieved, and rewards earned, enhancing transparency and incentivizing further participation. By displaying individual and collective efforts, this feature fosters a competitive yet friendly environment among donors. The tracker integrates with the existing donor database to ensure real-time updates of contributions, maintaining accurate records. This requirement is crucial for driving continued donor engagement by allowing users to see the impact of their contributions and setting personal goals within the challenge framework.
Acceptance Criteria: Donor views their contribution progress after making a donation during a community initiative campaign.

Given the donor is logged into their account, when they navigate to the Donor Contribution Tracker, then they should see a graphical representation of their total contributions and progress towards engagement challenges.

Donor achieves a milestone in an engagement challenge and wants to claim their reward.

Given the donor has reached a milestone in the challenge, when they view the Donor Contribution Tracker, then they should see a notification of their earned reward, including instructions on how to claim it.

A donor participates in a community initiative and wants to see both individual and collective contributions.

Given the donor is on the Donor Contribution Tracker page, when they view their contributions, then they should be able to compare their individual contributions against the total contributions from all donors in the same campaign.

The admin wants to ensure the Donor Contribution Tracker is reflecting real-time updates after a donation is made.

Given a donation is made by a donor, when the donation is processed, then the Donor Contribution Tracker should refresh automatically to reflect the updated contribution totals within 5 minutes.

New donors want to understand their contribution impact before they start donating.

Given a new donor is on the landing page, when they access the Donor Contribution Tracker, then they should see sample data indicating typical contributions and corresponding rewards that other donors have achieved.

Leaderboard Functionality

User Story: As a donor, I want to see how I rank against other participants in engagement challenges so that I feel motivated to contribute more and rise on the leaderboard.
Description: The Leaderboard Functionality allows for real-time ranking of donors participating in the engagement challenges. This feature enhances the competitive spirit by displaying top contributors, encouraging participants to increase their involvement to rise in rankings. The leaderboard can be customized to show different metrics such as most contributions, highest amounts donated, or most challenges completed. It integrates with the contribution tracking system to ensure instantaneous updates, and it can be shared on social media to widen the challenge’s visibility and engagement. By fostering a sense of competition among donors, this requirement is essential for maintaining high levels of engagement and participation throughout the challenges.
Acceptance Criteria: Donor views the leaderboard after completing a challenge on FundStream, wanting to see their ranking compared to others in the community.

Given that a donor has completed at least one challenge, when they navigate to the leaderboard section, then they should see their name listed along with their ranking based on the selected metric (most contributions, highest amounts donated, or most challenges completed).

Nonprofit staff customizes the leaderboard to display different metrics based on their campaign goals.

Given that a nonprofit staff member is logged in to FundStream, when they choose to customize the leaderboard settings, then they should be able to select from multiple metrics to display (most contributions, highest amounts donated, or most challenges completed) and save these settings.

A donor shares their leaderboard position on social media to promote the engagement challenges.

Given a donor is ranked in the top 5 of the leaderboard, when they click the 'Share on Social Media' button, then their current ranking and a link to the FundStream engagement challenge should be posted to their connected social media account.

A donor checks their profile to see their contribution history and how it affects their leaderboard ranking.

Given that a donor is logged into their account, when they view their profile, then they should see a detailed list of their contributions along with a clear indication of how each contribution impacts their current leaderboard ranking.

A donor refreshes the leaderboard page during an active fundraising period to check for updated rankings.

Given that the donor knows there are ongoing contributions, when they refresh the leaderboard page, then the page should automatically update to reflect the most recent contributions and their corresponding rankings without requiring a full page reload.

Nonprofit staff reviews the leaderboard metrics to analyze donor engagement and participation levels.

Given that the nonprofit staff member is logged in, when they access the leaderboard analytics dashboard, then they should be able to view metrics and trends related to donor engagement, including total contributions and active challenges completed over a set time frame.

Reward System Integration

User Story: As a donor, I want to earn tangible rewards for my contributions to challenges, so that I feel recognized for my efforts and motivated to keep participating.
Description: The Reward System Integration defines how donors earn and redeem rewards based on their contributions to challenges. This system must include a variety of incentives, such as badges, recognition, or tangible rewards, customizable by the nonprofit organizations. The integration must seamlessly link with the existing donor profiles to keep track of earned rewards and allow easy redemption. By providing clear documentation and accessible redemption processes, this requirement enhances donor satisfaction and encourages repeat participation. A robust rewards program is fundamental to leveraging the engagement challenges' success, promoting long-term donor relationships and loyalty to the nonprofit organizations.
Acceptance Criteria: Donor earns rewards after completing a challenge in the Engagement Challenge Tracker.

Given a donor has completed a challenge, when they view their profile, then they should see the corresponding rewards reflected with accurate totals and descriptions.

Nonprofits customize reward options for their donors in the Reward System Integration settings.

Given a nonprofit admin is in the Reward System settings, when they add new reward types, then these options should be saved successfully and available for donors to earn.

Donor redeems a reward through the platform.

Given a donor has enough credits for a reward, when they initiate the redemption process, then they should receive a confirmation of redemption and see the updated credits balance in real-time.

Nonprofit views analytics on rewards redeemed by their donors.

Given a nonprofit admin navigates to the rewards analytics dashboard, when they view the report, then it should display accurate numbers of rewards redeemed and total engagement metrics.

System sends notifications to donors when they earn or redeem rewards.

Given a donor completes an action that earns or redeems a reward, when the action is completed, then the donor should receive an immediate email and in-app notification confirming the transaction.

Donor can view their reward history on their profile.

Given a donor is logged into their profile, when they navigate to the reward history section, then they should see a detailed list of all rewards earned, redeemed, and their current balances.

Nonprofit can set expiration dates for rewards.

Given a nonprofit admin is setting up a new reward, when they specify an expiration date, then the system should enforce this expiration and notify donors of impending expirations according to set parameters.

Analytics Dashboard for Challenge Performance

User Story: As a nonprofit manager, I want to view analytics on challenge performance, so that I can understand donor engagement and adjust our strategies for future initiatives.
Description: The Analytics Dashboard for Challenge Performance offers nonprofits insights into the effectiveness of engagement challenges. This dashboard aggregates data on participation rates, total contributions, reward distribution, and donor engagement metrics, allowing organizations to assess the success of their initiatives. The requirement includes customizable report generation for different time frames and metrics, enabling nonprofits to adapt their strategies based on real-time data. Such analytics are crucial for understanding donor behavior and improving future challenges, ensuring that the fundraising initiatives continually evolve and align with donor interests and engagement trends.
Acceptance Criteria: User accesses the Analytics Dashboard and views participation rates for a recent engagement challenge.

Given the user is on the Analytics Dashboard, when they select the recent engagement challenge, then the participation rates should be displayed accurately, reflecting real-time data.

User generates a report for contributions made over the last month.

Given that the user is viewing the Analytics Dashboard, when they choose the time frame of the last month and click 'Generate Report', then a report should be generated that accurately reflects total contributions for that period.

User reviews the effectiveness of rewards distribution in a challenge.

Given the user is on the Analytics Dashboard, when they select the challenge and review the rewards section, then the dashboard should show detailed metrics on rewards earned by participants, including types and distribution count.

User customizes the dashboard view to focus on specific donor engagement metrics.

Given the user is viewing the Analytics Dashboard, when they select specific engagement metrics from a customizable menu, then the dashboard should update to display only the selected metrics accordingly.

System validates user input for custom report generation criteria.

Given the user is on the report generation page, when they input invalid criteria (such as a future date), then the system should reject the input with an appropriate error message.

Volunteer Coordination Suite

An integrated platform that connects volunteers with community initiatives, allowing easy signup for projects, tracking of hours contributed, and impact measurement. This feature streamlines volunteer management, enhances participation, and ultimately results in greater community impact.

Requirements

Volunteer Project Signup

User Story: As a volunteer, I want to easily sign up for community projects so that I can contribute my time to initiatives that interest me and fit my schedule.
Description: Enable volunteers to easily browse and sign up for various community initiatives through an intuitive interface. This feature should allow users to filter projects by date, location, and type of activity, ensuring a seamless signup process. By streamlining volunteer project engagement, it increases participation rates and helps nonprofits effectively mobilize resources for community impact.
Acceptance Criteria: Volunteer browses projects based on specific filters such as date, location, and type of activity.

Given a volunteer is on the project signup page, when they apply filters for date, location, or type of activity, then the displayed projects should reflect the applied filters accurately.

Volunteer successfully signs up for a project and receives confirmation.

Given a volunteer selects a project and submits their signup, when the signup is successful, then the volunteer should receive a confirmation email and see a confirmation message on the screen.

Volunteer attempts to sign up for a project that is full.

Given a volunteer selects a project that has reached capacity, when they attempt to sign up, then they should receive a notification indicating the project is full and no longer accepting signups.

Volunteer can view and track their hours contributed to past projects.

Given a volunteer has completed projects, when they navigate to the 'My Contributions' page, then they should see a summary of hours contributed, including details of each project.

Nonprofit staff can manage and update project details observed by volunteers.

Given a nonprofit staff member is on the project management page, when they update project details and save changes, then those changes should be immediately reflected in the volunteer signup interface.

Volunteers access the platform from different devices (desktop, tablet, mobile).

Given a volunteer accesses the platform from various devices, when they view the project signup interface, then the interface should be responsive and maintain functionality across all devices.

Volunteers receive reminders for upcoming project dates they signed up for.

Given a volunteer has signed up for a project, when the project date is approaching, then they should receive a reminder notification via email or SMS based on their preferences.

Volunteer Hours Tracking

User Story: As a volunteer, I want to track my hours spent on projects so that I can keep a record of my contributions and receive recognition for my efforts.
Description: Implement a tracking system for volunteers to log their hours spent on different projects. The system should allow volunteers to submit hours digitally, receive confirmation from project coordinators, and view their total logged hours. By tracking volunteer contributions, nonprofits can recognize and appreciate their efforts, enhancing volunteer engagement and retention.
Acceptance Criteria: Volunteer submits their hours for a community clean-up project via the FundStream platform after completing their shift.

Given a logged-in volunteer, when they submit their hours for the clean-up project, then the hours should be recorded in the system and a confirmation email should be sent to the volunteer and project coordinator.

Project coordinator reviews and approves the submitted volunteer hours for an event on the FundStream portal.

Given a project coordinator reviewing submitted hours, when they approve the hours logged by a volunteer, then the hours should change status to 'Approved' and be included in the volunteer's total logged hours.

Volunteer accesses their dashboard to view the total hours logged across all projects on the FundStream platform.

Given a logged-in volunteer, when they navigate to their dashboard, then they should be able to see the total number of hours logged, categorized by project and status (approved or pending).

Volunteer logs hours against a project but exceeds the maximum allowable limit set by the organization.

Given a volunteer submits hours exceeding the maximum allowed limit, when they attempt to submit the hours, then an error message should be displayed, preventing the submission and informing them of the limit.

Nonprofit administrator generates a report on volunteer hours contributed for the quarterly fundraising event.

Given a nonprofit administrator, when they generate the volunteer hours report for the fundraising event, then the report should include total hours, number of volunteers, and detailed contributions by each volunteer.

Volunteer unintentionally submits hours for the wrong project and needs to edit their submission.

Given a volunteer who has submitted hours, when they request to edit their submission, then the system should allow them to change the hours logged to the correct project before project coordinator approval.

Impact Measurement Dashboard

User Story: As a nonprofit manager, I want to view the impact of volunteer activities through a dashboard so that I can understand our community contributions and effectively report progress to stakeholders.
Description: Create a dashboard that showcases the impact of volunteer efforts through visual analytics. This feature should display key metrics, such as total volunteer hours contributed, number of projects supported, and community feedback. By highlighting the tangible impact of volunteering, this dashboard helps to motivate both current and potential volunteers while providing valuable insights for nonprofits on their community engagement strategies.
Acceptance Criteria: Volunteer Impact Measurement for Nonprofit Reports

Given a nonprofit administrator accesses the Impact Measurement Dashboard, when they view the dashboard, then they should see visual analytics displaying total volunteer hours contributed, number of projects supported, and community feedback metrics prominently.

Real-time Updates for Volunteer Engagement

Given that volunteers log their hours in real-time, when the hours are submitted, then the Impact Measurement Dashboard should update within 5 minutes to reflect the new total hours contributed and any associated project metrics.

Community Feedback Integration in Dashboard

Given a volunteer has completed a project, when they submit feedback on their experience, then this feedback should automatically appear in the Impact Measurement Dashboard under community feedback metrics related to that project.

User-Friendly Navigation of Metrics

Given a user is navigating the Impact Measurement Dashboard, when they explore different metrics for volunteer impact, then the metrics should be easily accessible and displayed in a clear, understandable format without any training required.

Performance Comparison Over Time

Given that the Impact Measurement Dashboard tracks volunteer contributions over multiple months, when the user selects the time frame for comparison, then the dashboard should display comparative metrics showing trends in volunteer hours and project engagement over the selected periods.

Exporting Impact Data for Reporting

Given a nonprofit administrator wants to share impact data, when they choose to export data from the Impact Measurement Dashboard, then the report should be generated in a CSV format including total hours, projects supported, and feedback metrics within 3 clicks.

Mobile Accessibility of the Dashboard

Given a volunteer accesses the Impact Measurement Dashboard from a mobile device, when they log in, then they should be able to view all key metrics appropriately formatted for mobile screen sizes with scrolling functionality.

Volunteer Communication Tools

User Story: As a project coordinator, I want to communicate with volunteers easily so that I can provide updates and ensure everyone is aligned on project goals.
Description: Provide integrated communication tools that enable volunteers and project coordinators to connect easily. Features such as messaging, announcements, and notifications will foster collaboration and keep volunteers informed about project updates, enhancing overall participation. This will facilitate smoother coordination and address any questions or concerns promptly.
Acceptance Criteria: User Messages Initiative Updates to Volunteers

Given a project coordinator has an upcoming initiative, when they send a message through the communication tool, then all assigned volunteers should receive the message in their inbox and via push notification.

Volunteer Receives Project Notifications

Given a volunteer has signed up for a project, when there are any announcements or changes made by the coordinator, then the volunteer should receive a notification alerting them to the update.

Project Coordinator Reviews Volunteer Communication Logs

Given a project coordinator wants to check previous communications, when they access the communication history pane, then they should see a chronological log of all messages and notifications sent to the volunteers since the project started.

Volunteers Reply to Coordinator Messages

Given a volunteer has received a message from a project coordinator, when they reply to that message, then the coordinator should see the response in their communication tool as part of the ongoing conversation thread.

Bulk Announcements by Coordinators

Given multiple volunteers are part of the same project, when a project coordinator needs to send out a bulk announcement, then they should be able to select all volunteers and broadcast the announcement successfully to all of them.

Volunteer Opts In or Out of Notifications

Given a volunteer wants to manage their notification preferences, when they access settings in the communication tool, then they should be able to opt in or out of different types of notifications (messages, announcements, etc.) effectively.

Automated Reminder System

User Story: As a volunteer, I want to receive reminders about my upcoming projects so that I can stay organized and ensure I fulfill my commitments.
Description: Develop an automated reminder system that sends notifications to volunteers about upcoming projects they have signed up for. This feature should allow users to set preferences for how and when reminders are received, ensuring they are well-prepared for their volunteer commitments. By reducing no-shows, this system increases project effectiveness and volunteer accountability.
Acceptance Criteria: Volunteer receives an automated reminder notification 24 hours before the start of a project they have signed up for.

Given a volunteer has signed up for a project, when the reminder system processes notifications, then the volunteer should receive a reminder 24 hours prior to the project start time via their preferred notification method.

Users can set their preferences for receiving reminders based on different times (e.g., 1 day, 3 days, 1 week in advance).

Given a user accesses their notification settings, when they choose a reminder time preference, then the system should save this preference and apply it to future project notifications accordingly.

The reminder system sends notifications via email based on the volunteer's selected communication preference.

Given a volunteer prefers to receive reminders via email, when the system sends out notifications, then the volunteer should receive an email reminder regarding the upcoming project they signed up for.

Volunteers receive reminders for multiple projects they are signed up for without missing any notifications.

Given a volunteer is signed up for multiple upcoming projects, when the reminder system runs, then the volunteer should receive separate reminders for each project according to their set preferences.

The system tracks and logs whether reminders were successfully delivered to volunteers.

Given the reminder system sends out notifications, when a reminder is sent to a volunteer, then the system should log the time and status of the reminder delivery (successful or failed).

Users can modify their reminder preferences at any time and expect immediate effect.

Given a user changes their reminder preferences in the system, when the change is confirmed, then the system should immediately update the notifications to reflect the new preferences for future project reminders.

The system provides feedback to volunteers when a reminder notification has been successfully delivered.

Given a volunteer receives a reminder notification, when the notification is delivered, then the volunteer should see a confirmation in their app or web portal indicating that the reminder was sent successfully.

Feedback Collection Module

User Story: As a volunteer, I want to provide feedback on my project experience so that I can help improve future initiatives and contribute to program development.
Description: Incorporate a feedback collection system that allows volunteers to provide input on their experiences after completing a project. This feature should be user-friendly and encourage volunteers to share their thoughts, which will help nonprofits improve future initiatives and volunteer satisfaction. Collecting feedback ensures that the volunteer program continuously evolves and meets the needs of the community.
Acceptance Criteria: Volunteer submits feedback after completing a community project via the Feedback Collection Module.

Given a volunteer has completed a project, when they access the Feedback Collection Module, then they should have the option to submit feedback through an easy-to-navigate form, including fields for rating their experience and providing comments.

Nonprofits review feedback collected from volunteers to assess project impact.

Given feedback has been submitted by volunteers, when the nonprofit accesses the feedback reports, then they should see a summary of ratings and comments by project that allows them to analyze volunteer satisfaction and areas for improvement within one click.

System sends notifications to volunteers prompting them to provide feedback after project completion.

Given a volunteer has finished a project, when the project completion is recorded, then the system should automatically send an email notification to the volunteer prompting them to provide feedback within 48 hours.

Feedback submission form validates input for user experience and data integrity.

Given the volunteer is filling out the feedback form, when they submit the form, then all required fields must be validated, preventing submission until all fields are filled out correctly and displaying appropriate error messages for any invalid entries.

Volunteers can edit their feedback after submission within a limited time frame.

Given a volunteer has submitted feedback, when they access their previous feedback within 24 hours, then they should be able to edit their submission and resubmit it for later analysis by the nonprofit.

Feedback collection module provides anonymized reporting options for nonprofits.

Given feedback has been collected, when the nonprofit accesses the reporting features, then they should be able to generate reports that anonymize volunteer feedback to maintain confidentiality while providing insights.

Feedback collection system allows volunteers to rate their overall experience and provide suggestions.

Given a volunteer is completing the feedback submission, when they reach the final section of the form, then they should be required to rate their experience on a scale of 1-5 and have a text box available for additional suggestions or comments.

Community Feedback Loop

A system for collecting and showcasing feedback from community members and donors regarding initiatives. This feature allows nonprofits to demonstrate responsiveness and adapt their projects based on input, empowering community voices and enhancing donor trust and loyalty.

Requirements

Feedback Collection Interface

User Story: As a nonprofit manager, I want a simple and engaging feedback collection interface so that community members feel empowered to share their thoughts and suggestions about our initiatives.
Description: The Feedback Collection Interface requirement outlines the need for an intuitive and user-friendly system that allows community members and donors to submit their feedback easily. This feature will support various feedback modalities, including text responses, ratings, and suggestions, ensuring that users can share their thoughts conveniently. The interface will be integrated into the FundStream platform, enhancing donor engagement by creating a direct channel for communication. The collected feedback will help nonprofits improve their initiatives and foster a stronger connection with the community, thereby increasing trust and donor loyalty.
Acceptance Criteria: User submits feedback through the Feedback Collection Interface after attending a nonprofit event.

Given a user has access to the FundStream platform, when they navigate to the Feedback Collection Interface and submit feedback, then the system should display a confirmation message indicating successful submission and the feedback should be recorded in the database.

A community member rates an initiative using the provided rating system in the Feedback Collection Interface.

Given a user is viewing an initiative on the FundStream platform, when they select a rating from 1 to 5 stars and submit their response, then the system should capture the rating correctly and display the updated average rating for that initiative.

A donor provides suggestions for improving a fundraising campaign through the interface.

Given a donor has accessed the Feedback Collection Interface, when they enter a suggestion in the text box and click submit, then the suggestion should be added to the suggestion list and a notification sent to the campaign manager.

A nonprofit organization reviews collected community feedback to enhance their initiatives.

Given a nonprofit staff member is logged into the FundStream platform, when they access the feedback summary dashboard, then they should see a summary of feedback collected with insights on common themes and sentiment analysis.

The system filters feedback based on specific categories or tags assigned to initiatives.

Given multiple pieces of feedback have been submitted, when a user selects a specific category tag from the feedback dashboard, then only feedback related to that category should be displayed.

The Feedback Collection Interface is tested for responsiveness across various devices.

Given the Feedback Collection Interface is accessed on different devices, when a user opens the interface on a mobile phone, tablet, and desktop, then the interface should adjust its layout appropriately for each screen size without loss of functionality.

Feedback Display Dashboard

User Story: As a nonprofit staff member, I want to view and filter feedback in a clear dashboard format so that I can identify patterns and make informed decisions about our community initiatives.
Description: The Feedback Display Dashboard requirement encompasses the development of a centralized dashboard that showcases collected feedback. This dashboard will aggregate and present feedback in an organized manner, using visual elements such as graphs and charts to represent trends and sentiments. Nonprofits will have the ability to filter feedback by initiative, date, or rating, enabling them to identify areas for improvement quickly. Implementing this requirement will support transparency in operations, showcasing how nonprofits are responding to community input, which is key to building trust.
Acceptance Criteria: Dashboard displays aggregated feedback trends from multiple initiatives over the past month.

Given that feedback has been collected from at least five different initiatives, when the user accesses the Feedback Display Dashboard, then they should see a summary graph showcasing the overall feedback distribution based on ratings for each initiative.

User applies filters to view feedback based on initiative type.

Given that multiple types of initiatives are represented in the collected feedback, when the user selects a specific initiative type from the filter options, then the dashboard should update to only display feedback related to that initiative type.

Dashboard showcases sentiment analysis of feedback received.

Given that feedback includes both positive and negative comments, when the user views the sentiment chart on the dashboard, then they should see a breakdown of sentiments categorized as positive, neutral, and negative, represented visually as a pie chart.

User can filter feedback by date range.

Given that feedback entries have timestamps, when the user sets a date range using the filter options on the dashboard, then the displayed feedback should only include entries that fall within the specified date range.

User attempts to view previously archived feedback.

Given that feedback can be archived, when the user selects the option to view archived feedback on the dashboard, then they should be presented with a separate section that displays only the archived feedback.

Dashboard includes a section for showcasing the top-rated community feedback.

Given that feedback has been rated by users, when the user accesses the dashboard, then they should see a section highlighting the top three pieces of feedback based on highest ratings.

User requires responsiveness of the dashboard on different devices.

Given that users may access the dashboard from various devices, when the user opens the dashboard on a mobile device, then the dashboard layout should adjust accordingly to ensure all information is accessible and clearly displayed without losing functionality.

Automated Feedback Response System

User Story: As a community member, I want to receive an acknowledgment when I submit my feedback so that I know my input is important and being considered by the nonprofit.
Description: The Automated Feedback Response System requirement focuses on creating a mechanism for automatically acknowledging and responding to feedback submitted by community members. This system will generate personalized thank-you messages or preliminary responses, letting users know their feedback has been received and is valued. The automated responses will enhance user experience, ensuring that donors feel their voices are heard, and will encourage further participation in the feedback process, which can lead to richer insights for nonprofits.
Acceptance Criteria: Feedback submission by a community member after participating in a nonprofit event.

Given a community member submits feedback through the FundStream platform, when they complete the submission, then they should receive an automated thank-you email within 5 minutes confirming receipt of their feedback.

A donor providing feedback on a recent fundraising campaign via the FundStream platform.

Given a donor submits feedback on a recent fundraising campaign, when the feedback is submitted, then they should receive a personalized acknowledgment of their contribution and feedback content in the automated response.

A nonprofit staff member accessing the feedback system to review donor responses.

Given that multiple feedback submissions have been collected, when a nonprofit staff member accesses the feedback system, then they should see a log of all automated responses sent out along with their timestamps.

Community feedback received during a virtual town hall meeting.

Given feedback is gathered during a virtual town hall meeting through FundStream, when feedback is submitted via chat, then an automated acknowledgment message should be sent to the submitter immediately after submission.

A community member asking for additional information regarding the feedback process.

Given a community member sends a message asking for more information about how their feedback will be used, when the message is received, then an automated response should be generated that provides a summary of the feedback process and its impact.

Feedback Analysis Tool

User Story: As a nonprofit strategist, I want to analyze feedback data for trends and sentiments so that I can adjust our projects and marketing strategies according to community needs.
Description: The Feedback Analysis Tool requirement aims to develop analytics capabilities that process and analyze feedback data collected through the platform. This feature should leverage AI and machine learning to assist nonprofits in identifying trends, sentiment analysis, and key issues raised by donors and community members. By providing actionable insights from the collected feedback, nonprofits will be better equipped to adapt their strategies and improve their initiatives, ultimately increasing donor satisfaction and engagement.
Acceptance Criteria: Integration of feedback collection forms into existing fundraising campaigns for real-time donor input.

Given a fundraising campaign is active, when a donor submits feedback through the feedback collection form, then the feedback should be recorded in the system and categorized by sentiment (positive, negative, neutral).

Analysis of feedback data to identify trends and patterns over a selected timeframe.

Given a selected timeframe (e.g., past month), when the Analysis Tool is accessed, then it should display trend analytics on donor feedback with visual representations (graphs, charts) of key sentiments and issues raised.

Notification system for nonprofit staff regarding significant feedback metrics that require immediate attention.

Given feedback analysis has been completed, when key issues or a high volume of negative sentiments are detected, then the system should automatically notify relevant nonprofit staff via email or dashboard alert.

User interface for viewing and filtering feedback data based on various parameters (date, donor type, sentiment).

Given the Feedback Analysis Tool is open, when a user selects specific filtering options, then the displayed feedback data should dynamically update to reflect the selected parameters without page reload.

Export functionality for feedback reports in various formats (PDF, Excel) for offline analysis and record-keeping.

Given the feedback analysis has been performed, when a user selects the export option, then the system should generate and download a report in the chosen format containing all relevant feedback data and analysis results.

Incorporation of AI-driven insights to suggest actionable recommendations based on analyzed feedback.

Given the feedback analysis is complete, when the AI recommendations feature is accessed, then the system should provide at least three actionable insights based on prevalent sentiments and trends identified in the feedback.

User permissions setup for accessing different levels of feedback data depending on user roles within the nonprofit.

Given the user has a specific role (e.g., admin, staff, viewer), when they attempt to access the feedback analysis tool, then the system should allow or restrict access appropriately based on their role permissions in the system.

User Education and Resource Center

User Story: As a nonprofit administrator, I want access to educational resources about the feedback process so that I can implement best practices for engaging with our constituents and donors.
Description: The User Education and Resource Center requirement involves the creation of a dedicated section within FundStream that educates nonprofits on best practices for collecting and responding to feedback. This center will provide training materials, case studies, and guidelines aimed at maximizing the impact of the feedback loop on donor engagement and project adaptation. By equipping users with knowledge and resources, nonprofits will be empowered to implement the feedback loop effectively, leading to successful community interaction and trust-building.
Acceptance Criteria: Nonprofit staff access the User Education and Resource Center to find training materials on best practices for collecting community feedback.

Given a nonprofit staff member is logged into FundStream, when they navigate to the User Education and Resource Center, then they should see a list of training materials categorized by topic (e.g., collecting feedback, analyzing responses).

A nonprofit uses the resource center to implement a feedback loop for a community project and requires a case study to guide their implementation.

Given a nonprofit staff member searches for case studies in the User Education and Resource Center, when they enter relevant keywords related to their project, then they should receive relevant case studies and examples displayed in the results.

A user explores the guidelines in the resource center before launching their feedback initiative with community members.

Given a nonprofit staff member is in the User Education and Resource Center, when they select the 'Guidelines' section, then they should be able to view and download comprehensive guidelines on implementing community feedback loops.

A nonprofit evaluates the effectiveness of the User Education and Resource Center after training staff on feedback collection practices.

Given a nonprofit has completed the training available in the User Education and Resource Center, when they assess their donor engagement metrics post-implementation of feedback strategies, then they should observe a measurable increase in donor trust and engagement levels.

A nonprofit seeks to troubleshoot issues encountered during the implementation of their feedback mechanism.

Given a nonprofit staff member is experiencing issues with feedback collection, when they access the FAQ section of the User Education and Resource Center, then they should find clear, actionable troubleshooting steps for common problems.

A nonprofit wants to share feedback from their community members as part of their project report.

Given a nonprofit uses the resources from the User Education and Resource Center, when they compile their community feedback into a report using provided templates, then the report should integrate visuals and summaries that effectively communicate the feedback received.

Nonprofit staff review ongoing updates in the resource center to ensure they have the latest best practices and materials.

Given a nonprofit staff member visits the User Education and Resource Center, when they check the 'Latest Updates' section, then they should see all new entries related to best practices and community feedback trends listed prominently.

Personalized Project Recommendations

An AI-driven tool that suggests community initiatives and projects to donors based on their past engagement, interests, and preferences. This feature ensures that donors are aware of opportunities that align with their values, increasing the likelihood of participation and fostering a deeper connection with the community.

Requirements

Dynamic Recommendation Engine

User Story: As a donor, I want to receive personalized project recommendations based on my past donations and interests, so that I can easily find initiatives that align with my values and increase my likelihood of contributing.
Description: The Dynamic Recommendation Engine utilizes AI algorithms to analyze donor data, including past engagement, donations, and expressed interests, to generate tailored suggestions for community projects. This requirement integrates seamlessly with the existing database and analytics features of FundStream, ensuring real-time processing of donor information to provide up-to-date recommendations. By aligning projects with donor values, it enhances donor engagement and increases participation rates, ultimately fostering a stronger link between donors and their chosen initiatives. This feature not only streamlines the discovery process for donors but also maximizes the impact of fundraising campaigns by directing attention toward initiatives that resonate with the audience.
Acceptance Criteria: As a donor, I want to receive personalized project recommendations via email based on my previous donations and expressed interests, so that I can engage with initiatives that align with my values.

Given that the donor has a history of donations and specified interests, when they log into FundStream, then they should receive an email showcasing at least three relevant project recommendations tailored to their profile within 24 hours.

As a nonprofit organization, I want to view reports on the effectiveness of the AI-driven recommendations, so that I can assess donor engagement and project participation rates.

Given that the nonprofit has had project recommendations sent out, when they access the report analytics dashboard, then they should see a summary that includes metrics on the number of donors engaged and the participation rate for each recommended project.

As a donor, I want to receive notifications for new projects that match my interests after I make a donation, so that I can immediately engage with new initiatives.

Given that a donor has just completed a donation, when they refresh their dashboard, then they should see a notification highlighting one new project recommendation that aligns with their previously stated preferences.

As a program coordinator, I want to ensure that the Dynamic Recommendation Engine accurately reflects the latest donor data, so that recommendations are current and relevant.

Given that there have been updates to donor profiles or new donations have been recorded, when the next recommendation cycle runs, then the output should incorporate the latest two weeks of donor activity and preferences without delay.

As a donor, I want feedback on how my donations have supported recommended projects to enhance my engagement and trust in FundStream.

Given that a donor has contributed to a project that was recommended to them, when they view their engagement history, then they should see a report detailing the impact of their contribution, including outcomes linked to that project.

As a user of FundStream, I want the AI to evolve its recommendations based on my engagement history, so that the suggestions improve over time.

Given that a donor regularly engages with the platform, when they receive their personalized project recommendations, then at least 50% of those recommendations should differ from the previous month, showing an evolved understanding of their interests.

Engagement Metrics Dashboard

User Story: As a nonprofit administrator, I want to view an engagement metrics dashboard that showcases the effectiveness of personalized recommendations, so that I can adjust my fundraising strategies based on donor interactions and preferences.
Description: The Engagement Metrics Dashboard feature provides real-time analytics displaying the effectiveness of personalized recommendations, showcasing key performance indicators such as project engagement rates, donor interactions, and contribution levels. This dashboard will allow nonprofit organizations to assess which recommendations are resonating with donors and adjust their strategies accordingly. The inclusion of visual graphs and charts fosters a better understanding of trends and patterns in donor behavior, ensuring that nonprofits can refine their approaches to meet donor expectations and increase engagement. Ultimately, this feature supports data-driven decision-making by providing actionable insights into donor interactions with suggested projects.
Acceptance Criteria: Donor views the Engagement Metrics Dashboard for the first time after logging in to FundStream.

Given the donor is logged into their account, when they navigate to the Engagement Metrics Dashboard, then they should see a layout that includes various visual graphs and charts representing project engagement rates, donor interactions, and contribution levels.

Nonprofit staff monitors the effectiveness of personalized project recommendations over a month.

Given the nonprofit staff accesses the Engagement Metrics Dashboard after one month, when they review the listed key performance indicators, then they should see a report indicating changes in project engagement rates and donor interactions that reflect the effectiveness of the recommendations.

A donor engages with a recommended project and completes a donation.

Given the donor engages with a project suggestion displayed on the dashboard, when they complete a donation, then the Engagement Metrics Dashboard should reflect this interaction by updating the contribution levels in real time.

Nonprofit staff adjusts strategies based on insights from the Engagement Metrics Dashboard.

Given the nonprofit staff has reviewed the Engagement Metrics Dashboard, when they identify low engagement on particular projects, then they should be able to export the report to adjust their strategies accordingly.

The Engagement Metrics Dashboard is accessed on a mobile device by a donor.

Given the donor accesses the Engagement Metrics Dashboard on a mobile device, when the page loads, then it should be fully responsive, allowing easy navigation and reading of graphs and charts without loss of data visibility.

Multiple users need to generate custom reports from the Engagement Metrics Dashboard.

Given that multiple nonprofit staff members are using the Engagement Metrics Dashboard, when they request to generate custom reports, then the system should allow at least three users to concurrently download reports without performance degradation.

A donor shares their project engagement statistics with another nonprofit organization.

Given a donor has viewed their engagement statistics on the Engagement Metrics Dashboard, when they use the sharing feature, then the statistics should accurately reflect their engagement with projects and be presented in a sharable format.

User Feedback Mechanism

User Story: As a donor, I want to provide feedback on project recommendations, so that the system can improve future suggestions and better align with my interests.
Description: The User Feedback Mechanism allows donors to provide feedback on the recommendations they receive, enabling the system to learn and refine its algorithms based on user preferences and satisfaction levels. This feature is critical for continuously improving the recommendation engine, as it ensures that the suggestions remain relevant and aligned with evolving donor interests. By incorporating user feedback, the system can adjust future recommendations dynamically, enhancing user experience and increasing donor retention rates. This mechanism will also include options for donors to rate projects and leave comments, providing rich qualitative data for further analysis.
Acceptance Criteria: Donor receives project recommendations based on their engagement history and selects a project to provide feedback on.

Given a donor has received project recommendations, when they select a project and provide feedback, then the system should successfully record their feedback and update the recommendation algorithm accordingly.

Donor rates a recommended project on a scale of 1 to 5 after participating in the project.

Given a donor has completed participation in a project, when they submit a rating, then the system should capture the rating and display it on the project page with the overall average rating updated immediately.

A donor wants to leave a comment on a project after receiving a recommendation.

Given a donor has seen a recommended project, when they choose to leave a comment, then the system should allow the comment to be submitted and display it publicly on the project page.

The system displays a summary of feedback received on a specific project to aid in further recommendations.

Given feedback exists for a project, when an administrator views the project details, then the system should show a summary of feedback, including ratings and comments, in a readily accessible format.

Donors are presented with updated project recommendations after their feedback is processed.

Given a donor has provided feedback on their project recommendations, when the recommendation algorithm has adjusted based on this feedback, then new recommendations should be provided to the donor that reflect their preferences more accurately.

Feedback on the recommendations leads to a change in the project suggestions provided to donors.

Given that multiple donors have provided consistent feedback on a certain type of project, when the feedback is analyzed, then the system should ensure that similar project types are prioritized in future recommendations.

Donors can view and edit their submitted feedback to ensure accuracy and relevance.

Given a donor has submitted feedback, when they navigate to their past recommendations, then the system should allow them to edit or delete their feedback as needed, and reflect these changes immediately in the database.

Integration with Social Media Platforms

User Story: As a donor, I want to share my project recommendations on social media, so that I can inspire others to engage with and support the same initiatives.
Description: The Integration with Social Media Platforms requirement will enable donors to share their recommended projects on various social media channels. This feature encourages community engagement and amplifies outreach by allowing donors to showcase their support for initiatives, potentially attracting new donors who are inspired by shared causes. The integration will support major platforms like Facebook, Twitter, and Instagram, utilizing shareable content and engaging visuals to increase visibility for community projects. This feature not only enriches the donors' experience but also enhances the overall promotional strategy of the nonprofit's fundraising campaigns.
Acceptance Criteria: Donors view a recommended project and decide to share it on their Facebook timeline.

Given the donor has a recommended project visible, when they click the share button, then a share dialog for Facebook appears with pre-filled content including a link to the project and an engaging image.

A donor shares a project they are passionate about on Twitter, attracting attention from their followers.

Given the donor selects the Twitter option to share their project, when the share action is completed, then a tweet is successfully posted with a character limit respected and includes an image and the project's URL.

The nonprofit tracks community engagement metrics following social media shares by donors.

Given donor shares have been made across platforms, when an admin accesses the engagement report, then they see an increase in project visibility metrics including clicks, impressions, and new donor sign-ups related to shared projects.

Donors use Instagram to share project content through a story or post, reaching a wider audience.

Given a donor is on the project page, when they click on the Instagram share button, then the share options allow them to create a post or story with the appropriate visual format and link to the project.

Donors receive confirmation after successfully sharing a project on their preferred social media platform.

Given a donor shares a project, when the share is complete, then a confirmation message displays indicating the successful share and encouraging further engagement with the platform.

The integration supports different formats and media types for sharing across social channels.

Given the various media elements are selected for the share, when the project is shared, then all elements including images, videos and text appear correctly formatted based on the requirements of the target social media platform.

Donation Impact Dashboard

A real-time analytics dashboard that displays how donor contributions are making a difference in community initiatives. This feature provides transparency and accountability, allowing donors to see the direct effects of their support, thereby enhancing satisfaction and encouraging continued engagement.

Requirements

Real-time Contribution Tracking

User Story: As a nonprofit manager, I want to see real-time updates of donor contributions so that I can provide immediate feedback to my donors and make timely adjustments to our fundraising strategies.
Description: The Real-time Contribution Tracking requirement focuses on allowing nonprofit organizations to monitor donations as they come in, providing immediate visibility into funding levels for various initiatives. This functionality significantly enhances transparency and allows nonprofit staff to communicate current progress to donors, fostering trust and engagement. The information will be displayed in an easy-to-understand format, enabling quick appraisal by stakeholders and enhancing decision-making for resource allocation. Overall, it serves as a vital tool for ensuring accountability and boosting donor confidence by showing them that their contributions are making an impact immediately.
Acceptance Criteria: User accesses the Donation Impact Dashboard to view real-time contributions made to a specific initiative during a fundraising campaign.

Given a nonprofit staff member is logged into FundStream, when they navigate to the Donation Impact Dashboard, then they should see an up-to-date list of all contributions received for the selected initiative, including donor names, contribution amounts, and timestamps.

A donor receives a personalized email update that includes a summary of their contributions and the impact achieved.

Given a donor has made a contribution through FundStream, when an email is sent to the donor, then it should include a summary of their contributions, detailed outcomes of the funded initiatives, and a call-to-action for renewed support.

A nonprofit organization conducts a weekly review of their fundraising efforts using the Real-time Contribution Tracking feature to assess progress.

Given that the nonprofit organization is using FundStream, when they review the Real-time Contribution Tracking report, then they should be able to see real-time totals for each initiative, track progress against goals, and identify any funding gaps.

The system sends alerts to the nonprofit staff when a significant donation is made to an ongoing initiative.

Given a significant donation threshold is set within FundStream, when a donation exceeds that threshold, then the system should generate an immediate alert to the assigned nonprofit staff members via email and in-app notification.

A stakeholder creates a presentation using data from the Donation Impact Dashboard for an upcoming board meeting.

Given the stakeholder has access to FundStream, when they export data from the Donation Impact Dashboard, then the exported presentation should accurately reflect the most recent contribution stats, impact metrics, and visual graphs for clear communication.

Impact Visualization Tools

User Story: As a donor, I want to visualize how my contributions are making a difference so that I feel more connected to the initiatives I support and can see the tangible results of my giving.
Description: This requirement aims to equip the Donation Impact Dashboard with various visualization tools, such as graphs, charts, and infographics, to illustrate the impact of donations on community initiatives clearly. These tools need to be user-friendly and customizable, allowing organizations to present data in a way that resonates most with their audience. For instance, showing percentage improvements in specific areas funded through donations or success stories visually enhances the donor's understanding of their contributions' effect. This clear depiction of results encourages ongoing support and builds stronger relationships with donors.
Acceptance Criteria: Donor Viewing the Donation Impact Dashboard

Given a donor is logged into their FundStream account, when they navigate to the Donation Impact Dashboard, then they should see visual representations (charts, graphs, infographics) of their contributions and their impacts.

Customizing Visualization Tools

Given an organization admin is on the Donation Impact Dashboard settings page, when they select a visualization tool (graph, chart, infographic), then they should have the ability to customize the data displayed using filters like date range and specific initiatives.

Displaying Impact Results for Specific Initiatives

Given a nonprofit has selected a specific community initiative funded by donations, when they access the Donation Impact Dashboard, then they should be able to view a dedicated section showing the percentage improvements and success stories related to that initiative.

Ensuring User-Friendly Interface

Given a donor accesses the Donation Impact Dashboard, when they interact with any visualization tool, then the interface should be intuitive, with tooltips and descriptions provided for each metric.

Responsive Design for Mobile Users

Given a donor accesses the Donation Impact Dashboard from a mobile device, when they load the dashboard, then the layout should adjust appropriately, ensuring all visualization tools remain accessible and functional.

Real-Time Data Updates

Given a donor is viewing the Donation Impact Dashboard, when new donations or updated impact data are received, then the displayed analytics should refresh in real time without requiring manual reload.

Engagement Metrics Integration

User Story: As a nonprofit strategist, I want to understand how donations correlate with engagement metrics so that I can refine our outreach and improve our overall fundraising effectiveness.
Description: The Engagement Metrics Integration requirement involves connecting the Donation Impact Dashboard with existing donor metrics, such as donor retention rates, campaign performance, and volunteer engagement levels. This holistic view allows nonprofit organizations to assess how donation impacts translate into overall engagement with their initiatives. By providing insights into these relationships, nonprofits can strategize on where to enhance their outreach and engagement, leading to more effective fundraising efforts. Integrating these metrics will serve as a powerful tool for both analysis and reporting, enhancing decision-making for better community impact.
Acceptance Criteria: User views the Donation Impact Dashboard to analyze engagement metrics after a fundraising campaign has concluded.

Given that the fundraising campaign ended, when the user accesses the Donation Impact Dashboard, then the dashboard should display updated engagement metrics including donor retention rates, campaign performance, and volunteer engagement levels for the previous campaign.

Nonprofit staff generates a report from the Donation Impact Dashboard to present to stakeholders on the effectiveness of recent fundraising efforts.

Given that the user selects the report generation option, when the report is generated, then the report should include clear visual representations of the engagement metrics integrated into the dashboard and be downloadable in PDF format.

User interacts with the Donation Impact Dashboard to filter engagement metrics by time period (e.g., last month, last quarter).

Given that the user selects a specific time period filter, when the dashboard refreshes, then the displayed engagement metrics should reflect only the data from the selected time period without any errors or discrepancies.

User receives an alert for significant changes in donor engagement metrics after integrating the Engagement Metrics Integration requirement.

Given that the system processes the newly integrated engagement metrics, when a notable change in metrics occurs, then the user should receive an automated alert with details of the changes and suggested actions within 24 hours.

Nonprofit administrators access the settings of the Donation Impact Dashboard to customize the metrics displayed based on their organizational priorities.

Given that the user is on the dashboard settings page, when the user selects different metrics to display, then the dashboard should update in real-time to reflect the selected metrics and save the user’s preferences for future sessions.

User seeks to understand the correlation between donor engagement metrics and fundraising success rates within the Donation Impact Dashboard.

Given that the user analyzes the engagement metrics section of the dashboard, when they hover over specific metrics, then the dashboard should provide contextual tooltips with explanations of how each metric impacts overall fundraising success rates.

User navigates between different sections of the Donation Impact Dashboard to compare various engagement metrics efficiently.

Given that the user is on the dashboard, when they click between different engagement metric tabs, then the transition should be seamless, maintaining data integrity and speed while updating the views without any loading delays.

Customizable Reporting Features

User Story: As a nonprofit director, I want to generate customizable reports on our fundraising efforts so that I can share meaningful insights with my board and refine our strategies according to data-driven decisions.
Description: The Customizable Reporting Features requirement will allow users to create tailored reports based on specific metrics relevant to their campaigns and donor relationships. This means stakeholders can choose which data points to focus on, from specific initiatives funded to donor trends over time. The capability to generate detailed reports quickly will not only facilitate transparency but also serve as a powerful tool for presentations to potential donors, stakeholders, and board members. This personalized reporting functionality enhances the usability of the Donation Impact Dashboard by empowering users with the ability to highlight the data that matters most to their operations.
Acceptance Criteria: Creating a Custom Report for Donor Engagement Trends

Given a user has access to the Donation Impact Dashboard, when they select the customizable reporting features and choose data points related to donor engagement trends, then a tailored report should generate displaying the selected metrics accurately for the specified time frame.

Exporting Custom Reports to PDF

Given a user has created a custom report in the Donation Impact Dashboard, when they choose to export the report, then the system should provide an option to download the report in PDF format without loss of data integrity or formatting.

Saving and Accessing Custom Reports for Future Use

Given a user has generated a custom report, when they save the report under a specified name, then they should be able to access and edit this report later from a 'Saved Reports' section in the dashboard.

Filtering Report Data by Specific Fundraising Initiatives

Given a user is creating a customizable report, when they apply filters to include only specific fundraising initiatives, then the report generated should reflect this data accurately, displaying only the selected initiatives.

Setting Up Automated Reporting Alerts for Key Metrics

Given a user has established custom reports with key metrics, when they set up alerts for significant changes in these metrics, then the system should send email notifications when thresholds are met or exceeded.

Comparing Historical Reports for Year-over-Year Analysis

Given a user wants to analyze donor trends over multiple years, when they select the comparison feature within the customizable reports, then the dashboard should generate a comparative report highlighting year-over-year changes in donor contributions and engagement.

User Training on Custom Reporting Features

Given a user is unfamiliar with the customizable reporting features, when they complete the provided training module, then they should be able to create and customize reports independently within the Donation Impact Dashboard.

Donor Feedback Mechanism

User Story: As a donor, I want to provide feedback on how my contributions are utilized so that I can help the nonprofit improve its fundraising efforts and impact over time.
Description: The Donor Feedback Mechanism requirement involves creating a structured approach for gathering donor feedback directly through the Donation Impact Dashboard. By implementing surveys or feedback forms, organizations can receive insights from their donors about their experiences and satisfaction levels with the impact of their contributions. This feedback will be instrumental in fine-tuning fundraising strategies and improving donor relations, as it allows nonprofits to act on the input received. A responsive feedback mechanism helps create a culture of engagement and responsiveness within nonprofits, leading to stronger community ties and increased long-term support.
Acceptance Criteria: Donors access the Donation Impact Dashboard after making a contribution to view the effects of their donation on community initiatives, which prompts them to provide feedback through a short survey.

Given a donor has made a contribution, when they access the Donation Impact Dashboard, then they should see a feedback survey pop-up within 3 seconds of landing on the dashboard.

A donor submits feedback about their experience and satisfaction with the platform through the feedback mechanism present on the Donation Impact Dashboard.

Given the donor has filled out the feedback form, when they click 'Submit', then they should receive a confirmation message that their feedback has been received, and their feedback should be stored in the system.

Nonprofit staff want to view the aggregated feedback from donors on the Donation Impact Dashboard to analyze satisfaction levels and improve engagement strategies.

Given the nonprofit staff member is logged into the system, when they navigate to the feedback section of the Donation Impact Dashboard, then they should see analytics about donor feedback categorized by satisfaction ratings and comments in real-time.

A donor wants to revisit the feedback they provided through the Donation Impact Dashboard to see how the nonprofit has responded to their suggestions or comments.

Given that a donor accesses their profile on the Donation Impact Dashboard, when they navigate to the feedback history section, then they should be able to see all previously submitted feedback along with any responses from the nonprofit.

The system should allow nonprofits to customize the feedback survey based on specific fundraising campaigns or initiatives to gather targeted insights.

Given the nonprofit admin is logged in, when they navigate to the survey customization section, then they should be able to modify survey questions and set parameters for each fundraising campaign being run.

Donors are informed of the impact they made through their contributions, which correlates with the feedback they provide about their experience with the Donation Impact Dashboard.

When a donor completes the feedback survey, then they should be asked to rate how well the Donation Impact Dashboard conveyed the impact of their donation on a scale of 1 to 5, and their responses should correlate with analytical reports on donor engagement.

Donor feedback collected through the Donation Impact Dashboard should lead to actionable insights that will be used for future fundraising strategies.

Given the nonprofit team reviews the feedback data, when they identify trends and areas for improvement, then they should document at least three actionable strategies based on the insights gathered from donor feedback and include them in the next fundraising plan.

Press Articles

FundStream Launches Next-Gen SaaS Platform to Revolutionize Nonprofit Fundraising: FOR IMMEDIATE RELEASE

FundStream Launches Next-Gen SaaS Platform to Revolutionize Nonprofit Fundraising

San Francisco, CA – November 10, 2024 – FundStream, a leader in nonprofit technology solutions, has officially launched its groundbreaking Software as a Service (SaaS) platform aimed at transforming digital fundraising for organizations worldwide. The innovative platform integrates automation, AI-driven donor insights, and real-time analytics into an intuitive interface designed to empower nonprofit professionals with varying levels of technical skill.

FundStream has been developed in response to the increasing demand for effective and efficient fundraising solutions. Traditional methods often struggle to engage today's tech-savvy donors, creating a significant gap in the nonprofit sector's fundraising capabilities. With its unique features that simplify complex processes, FundStream promises to enhance donor engagement and enable nonprofits to manage their campaigns seamlessly.

"FundStream is not merely a fundraising tool; it’s a comprehensive solution that redefines how nonprofits interact with potential donors, manage campaigns, and ultimately drive positive change in their communities," said Emily Jones, CEO of FundStream. "Our platform is designed to give nonprofits the power to leverage technology to amplify their impact."

Key features include:

Behavioral Analytics Visualizer: Transforms raw donor data into visual insights, showcasing patterns and trends that help nonprofits make data-driven decisions.

Segmentation Insights Engine: Breaks down donor lists based on various criteria, enabling tailored campaigns that resonate with specific donor segments.

Predictive Donation Trends: Utilizes AI to forecast future donation behaviors, allowing nonprofits to allocate resources more effectively.

Real-Time Impact Tracker: Provides visual updates on the immediate effects of donations, fostering trust and encouraging continued donor engagement.

The platform’s design is centered on user experience, focusing on intuitive navigation and accessibility. Nonprofit staff members can quickly adapt to the technology, irrespective of their technical background, thereby maximizing its efficiency.

"The integration of advanced analytics and real-time feedback mechanisms allows our users to customize their outreach strategies to donor preferences, creating a more personalized experience that boosts retention and engagement," stated Brandon Smith, Head of Product Development.

As part of the launch, FundStream is offering free training sessions and resources to help organizations get started with the platform. Additionally, a robust customer support team is available to assist users in integrating FundStream into their existing operations.

To celebrate the launch, FundStream is also planning a series of webinars aimed at educating nonprofits on best practices in digital fundraising and the effective use of technology in enhancing their strategies.

For further information about FundStream or to schedule an interview with the team, please contact: Jane Doe
Public Relations Manager
FundStream
Email: press@fundstream.com
Phone: (555) 123-4567

About FundStream
FundStream is a revolutionary SaaS platform providing cutting-edge technology solutions for nonprofits. By integrating automation, AI, and analytics, FundStream helps organizations enhance their fundraising efforts and boost their societal impact. Find out more at www.fundstream.com.

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FundStream Unveils AI-Driven Features to Enhance Nonprofit Campaign Strategies: FOR IMMEDIATE RELEASE

FundStream Unveils AI-Driven Features to Enhance Nonprofit Campaign Strategies

New York, NY – November 10, 2024 – FundStream today announced the introduction of new AI-driven features designed to elevate nonprofit campaign strategies and improve engagement with donors. The updates are part of an ongoing commitment to equip nonprofits with innovative tools that streamline operations and maximize fundraising potential.

"In today’s fast-paced environment, nonprofits need advanced tools that can quickly adapt to their changing needs. FundStream’s new AI features are precisely designed to provide insights and capabilities that will revolutionize how these organizations plan and execute their fundraising campaigns," said Richard Lee, Chief Technology Officer of FundStream.

The latest updates include:

Predictive Performance Metrics: This feature analyzes past campaign performance to offer insights into expected outcomes, allowing nonprofits to make informed decisions about resource allocation.

Donor Forecasting Model: A machine learning tool that predicts individual donor behaviors, helping nonprofits identify high-potential donors and tailor their engagement strategies for optimal results.

Real-Time Adjustment Suggestions: AI analysis provides actionable recommendations during active campaigns, enabling nonprofits to pivot quickly in response to donor behavior and external factors.

These enhancements are designed to work in tandem with existing features like the Behavioral Analytics Visualizer and the Engagement Interaction Overview, creating a comprehensive ecosystem of tools that put data and insights at the forefront of fundraising strategies.

"Our goal has always been to empower nonprofits with actionable insights that enhance their strategies while minimizing complexities. With increased reliance on technology, these AI-driven features will not only enhance campaign success but also foster stronger connections between nonprofits and their donors," stated Sarah Brown, Director of Nonprofit Partnerships.

To facilitate the integration of these new features, FundStream will offer detailed training sessions and resources. This initiative is part of their commitment to ensuring nonprofits have the knowledge and skills necessary to fully leverage the platform’s capabilities.

For more information about the new features or to arrange an interview, contact: John Smith
Press Officer
FundStream
Email: media@fundstream.com
Phone: (555) 987-6543

About FundStream
FundStream is dedicated to empowering nonprofits through innovative technology solutions. With a focus on enhancing fundraising efforts, FundStream integrates automation, AI, and analytics into their SaaS platform, streamlining operations for nonprofits of all sizes. Visit www.fundstream.com for more details.

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FundStream Launches Volunteer Coordination Suite to Strengthen Nonprofit Initiatives: FOR IMMEDIATE RELEASE

FundStream Launches Volunteer Coordination Suite to Strengthen Nonprofit Initiatives

Los Angeles, CA – November 10, 2024 – FundStream is excited to announce the launch of its new Volunteer Coordination Suite, designed to help nonprofits effectively manage volunteer resources and enhance community engagement. This suite integrates seamlessly into the existing FundStream platform, providing a dedicated space for managing volunteer activities, tracking impact, and fostering collaboration.

Recognizing the crucial role volunteers play in nonprofit missions, FundStream developed this suite to improve the experience for both organizations and volunteers alike. Features include:

Volunteer Dashboard: A centralized platform providing an overview of volunteer assignments and participation levels, allowing Coordinators to track engagement in real-time.

Skill Matcher: A feature that aligns volunteer skills and interests with project needs, ensuring that nonprofits utilize talents effectively while enhancing volunteer satisfaction.

Recognition and Rewards System: This feature promotes volunteer retention by acknowledging contributions through badges and rewards for exceptional service.

"Volunteers are the backbone of many nonprofit initiatives, and our new suite is aimed at streamlining their experiences while ensuring that organizations can maximize the contributions of their volunteers," stated Laura Green, Head of Volunteer Engagement at FundStream.

FundStream’s Volunteer Coordination Suite offers nonprofits the tools they need to enhance collaboration and improve the effectiveness of their volunteer efforts. The solution helps organizations manage volunteer schedules, gauge participation impact, and maintain strong relationships with their volunteer base.

To help nonprofits navigate the new features, FundStream will provide instructional webinars and ongoing support resources after the launch. Nonprofits can expect a significant uplift in their volunteer management capabilities, ultimately leading to more robust community impact.

For queries regarding the Volunteer Coordination Suite or to schedule an interview, please contact: Emily White
Communications Director
FundStream
Email: contact@fundstream.com
Phone: (555) 555-1212

About FundStream
FundStream merges technology with nonprofit management to enhance fundraising, volunteerism, and community engagement. Their mission is to provide nonprofits with innovative solutions that amplify their impact and drive positive change. Learn more at www.fundstream.com.

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FundStream Introduces Impact Analytics Tool to Measure Nonprofit Success: FOR IMMEDIATE RELEASE

FundStream Introduces Impact Analytics Tool to Measure Nonprofit Success

Austin, TX – November 10, 2024 – FundStream is pleased to announce the launch of its new Impact Analytics Tool, a feature designed to help nonprofits quantify and communicate their effectiveness and success rates in achieving missions. This tool is crucial for organizations seeking to demonstrate accountability to both donors and communities.

The Impact Analytics Tool aggregates data from various campaigns and activities to provide insights that nonprofits can use for strategic decision-making and reporting. Key functionalities include:

Performance Tracking: Monitors campaign outcomes against predefined success metrics, providing a clear picture of effectiveness over time.

Engagement Comparison: Offers insights into volunteer and donor engagement levels, helping organizations identify patterns and optimize their outreach efforts.

Success Stories Dashboard: A centralized showcase for impactful storytelling based on analytics, allowing nonprofits to communicate their successes and inspire further support.

"Nonprofits need to show the tangible impact of their work, not just in terms of funding but also in lives changed and communities strengthened. Our new Impact Analytics Tool empowers them to do just that by providing critical insights into their operations," commented Anna Chang, Chief Strategy Officer at FundStream.

Available to all FundStream users, the Impact Analytics Tool directly supports the strategic objectives of nonprofits by offering transparency and enhancing trust with stakeholders. The tool is designed for ease of use, ensuring that staff can integrate findings into their broader communications strategies seamlessly.

To support nonprofits as they adapt to the new tool, FundStream will offer comprehensive helping materials, including extensive guides and tutorial sessions.

To learn more about the Impact Analytics Tool or to arrange an interview, please contact: Mark Johnson
Media Relations
FundStream
Email: hello@fundstream.com
Phone: (555) 444-7890

About FundStream
FundStream is dedicated to leveraging technology for social impact. By offering solutions that empower nonprofits, FundStream enhances their ability to connect with donors, manage fundraising campaigns, and measure their success. For more information, visit www.fundstream.com.

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FundStream Enhances User Experience with Customizable Reporting Suite: FOR IMMEDIATE RELEASE

FundStream Enhances User Experience with Customizable Reporting Suite

Miami, FL – November 10, 2024 – FundStream is excited to announce the launch of its new Customizable Reporting Suite, designed to provide nonprofits with tailored analytics and insights that align with their strategic fundraising goals. This new feature empowers organizations to create visual reports that cater to their unique needs and preferences, enhancing transparency and data interpretation.

Through the Customizable Reporting Suite, nonprofits can now have better control over the metrics they analyze, allowing for a more in-depth understanding of their fundraising activities. Key capabilities include:

Tailored Reporting Templates: Users can select from a variety of templates to generate reports based on specific metrics and customizable timeframes.

Visualization Tools: The reporting suite includes dynamic graphs and charts that allow users to present data in engaging and easy-to-understand formats.

Stakeholder Sharing Options: Nonprofits can seamlessly share reports with stakeholders, funders, and board members, thereby enhancing communication and collaboration.

"Our goal is to provide nonprofits the tools they need to articulate the success of their campaigns in a way that resonates with stakeholders. The new reporting features will empower these organizations to make data-driven decisions with greater transparency," said Rita Moore, Head of Analytics at FundStream.

The launch of the Customizable Reporting Suite is part of FundStream’s ongoing commitment to enhancing user experience and ensuring that nonprofits can utilize their data effectively.

In conjunction with this launch, FundStream will host a series of tutorials and resources to guide users in leveraging the full potential of the Reporting Suite.

For additional information or to arrange an interview, please reach out to: Paul Green
Public Relations Manager
FundStream
Email: pr@fundstream.com
Phone: (555) 321-4321

About FundStream
FundStream is an innovative platform providing technology solutions aimed at enhancing the capacity and impact of nonprofits. Through automation, data analytics, and advanced reporting features, FundStream supports organizations in optimizing their fundraising strategies. Visit www.fundstream.com for more details.

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