Project Name

Nonprofit Salesforce Admin Skills

Project Goals

• Support admins + their supervisors in forming strong Salesforce teams.
• Generate and collate best practice documentation on soft skills related to this role.

(Almost all of what we're working on could be extrapolated to any Salesforce team environment, it's just that we are aiming to write from a nonprofit-specific lens to be most helpful to our community. Our next steps as a group are motivated by the needs we feel from our own perspectives as admins + adjacent Salesforce ecosystem roles.)

Hub Group Link

https://powerofus.force.com/s/group/0F91E000000brOySAI/admin-skills-nonprofit-salesforce-team

Working Document Link

https://docs.google.com/document/d/1Zm7H5ItAS-UZC8IVvlzNYG_ZV3QXkP4FAC-C9IILP4Q

Future Contributions Requested

• In general, help complete this document so it's ready to be published in the near future.
• Fulfill the plan for distribution of the document:
  • How/When/Who will create a site home for the document and future projects of this group
  • Creation of website
  • Marketing/Promotion
• Editing Needs Once the document's sections are complete, editing will be necessary. In particular:
  • Removal of repetitive advice across sections (either link to another relevant section or at least copy the text in multiple places for consistency).
  • Creation of a consistent 'voice' throughout the document.

Planned EMEA Contributions (29 June 2021)

• Review the Google Doc created in the AMER Sprints to check for anything that doesn't fit an EMEA context.
  • This will be done by working through a copied version of the doc to ensure no alterations are made to the AMER version.
  • After the event, this work will be reviewed in order to decide on a plan for implementing any points raised via the review.
• Begin drafting Guidance for Employers Documentation focusing on supporting the development/upskilling of Salesforce Admins.

Recommended Working Format

Pick a section where you can offer expertise or extensive personal experience, and form a group of 3-6 others who feel the same. In your working group, identify one person who will be the "Synthesizer / Scribe" who will from the very beginning of the work be responsible for writing a well-formatted narrative or clean outline of the content you'd like to publish/share by the end of the sprint. Below that synthesized content can be a long collection of thoughts, bullet points, all kinds of material...just start at the beginning having someone keep an eye toward the end of the sprint by bringing together the highlights into a shareable format.

Project Team - June 29th 2021

Full Name	Team Role	Github Username	Working Group/s
Mark Jones	Group Leader	ThisIsMarkJones
Emma Keeling	Group Leader	SalesforceEm
Akash Mishra	Contributor	aka5h4u	Admin Skills Doc Review
Blasovia Monique Erinna	Contributor	emailgroupie	Guidance for Employers Doc (Initial Planning, Community Engagement)
Hab Muluye	Contributor	Hab0204	Admin Skills Doc Review
Joseph Bassey	Contributor	Harveyworld06	Admin Skills Doc Review
Kathleen Waterworth	Contributor	Kathy-Waterworth	Admin Skills Doc Review
Parvathy Thampi	Contributor	N/A	Guidance for Employers Doc (Initial Planning, Community Engagement)
Philip Denton	Contributor	Phil-theforce	Admin Skills Doc Review
Prakash Jagadeep K	Contributor	prakashjagadeep	Guidance for Employers Doc (Initial Planning, Training)
Raksha Sananee	Contributor	rakshasanganee	Guidance for Employers Doc (Initial Planning, Skills Development, Training)
Sheetal Chougule	Contributor	sheetalchougule-git	Guidance for Employers Doc (Initial Planning, Skills Development)
Sheila Powell	Contributor	sheilap127	Admin Skills Doc Review
Shilpa Srikantachar	Contributor	shilpaRAD	Admin Skills Doc Review
Sue Pippel	Contributor	AlohaSFSue	Guidance for Employers Doc (Initial Planning)
Vicki Moritz-Henry	Contributor	vickihenry	Guidance for Employers Doc (Initial Planning, Training)
Vishu P	Contributor	Vishupi	Admin Skills Doc Review
Yvonne Navas	Contributor	ynavas	Guidance for Employers Doc (Initial Planning)

June 29 2021 Sprint Project Team Accomplishments

• Reviewed the Admin Skills Doc and made a number of suggestions related to updates to the document.
• Added comments related to AMER centric themes and language throughout the Admin Skills Doc.
• Began working on the Guidance Document for Employers.
• Decided upon sections for the document including: Introduction, Skills Development, Training, and Community Engagement.
• Starting drafting the Skills Development, Training and Community Engagement sections of the Guidance Document for Employers.

Project Team - June 9th - 10th 2021

Full Name	Team Role	Github Username	Working Group4
Rachel Ciprotti	Group Leader	rciprotti
Eric Bruenner	Contributor	eb36OT	Change Management, Testing, Strategy for the Project
Sandeepa Epuri	Contributor	sandeepae	Testing
Kyle Gaubert	Contributor	kgaubert	Editing for the Project, Testing, Strategy for the Project
Mark Jones	Contributor	thisismarkjones	Testing, Strategy for the Project
Rupinder Kaur	Contributor		Working with a Consultant, Governance, Strategy for the Project
Abby Morrow	Contributor	abbym-selamta	Testing, Strategy for the Project
Christian Novak	Contributor	Newstole	Change Management, Testing, Strategy for the Project
Umayal Ramasubramanian	Contributor	umayal1983	Change Management
Shiva Tej Sarab	Contributor	shiva-sarab	Testing, Strategy for the Project
Eric Steeves	Contributor	pkasolves	Editing for the Project, Working with a Consultant
Matthew Steiner	Contributer	msteinertod	Working with a Consultant, Governance, Strategy for the Project
Rebecca Tasetano	Contributor	pkasolves	Editing for the Project, Working with a Consultant
Kathy Waterworth	Contributor	kathy-waterworth	Editing for the Project, Governance, Strategy for the Project

June 9 - 10 2021 Sprint Project Team Accomplishments

• Added language to the Admin Soft Skills doc on Testing
• Added language to the Admin Soft Skills doc on Creating a Governance Program
• Added language to the Admin Soft Skills doc on Change Management
• Added language to the Admin Soft Skills doc on Working with a Consultant
• Created Style Guide for the document
• Made a plan for editing the document to make it ready to publich before the Sprint in Sept/Oct
• Decided on platform for publishing the document and brainstormed ideas for next projects for this group

Project Team - February 10th - 11th 2021

Full Name	Team Role	Github Username	Working Group3
Rachel Ciprotti	Group Leader	rciprotti
John Dray	Contributor		Managing Up for Salesforce
Dodi Friedenberg	Contributor		Maintenance Tasks
Emily Hicks-Rotella	Contributor		Strategy for the Project; Documentation
Mark Jones	Contributor	thisismarkjones	Strategy for the Project; Managing Up for Salesforce
Nandini K	Contributor		Editing for the Project; Strategy for the Project
Radhika Kosaraju	Contributor		Editing for the Project
Katie Hourtakis	Contributor		Understanding Your Business; Org Roadmap
Michael Manning	Contributor		Strategy for the Project; Managing Up for Salesforce; Project Management
Dennis Markunas	Contributor		Understanding Your Business; Strategy for the Project; Documentation; Project Management
Don Miller	Contributor		Strategy for the Project; Editing for the Project
Srividya Padmanabhan	Contributor		Editing for the Project
Allison Roscoe	Contributor		Editing for the Project
Jenne Secrest	Contributor	jsecvol53	Strategy for the Project
John Sims	Contributor		Maintenance Tasks; Documentation
Mattie Vukmir	Contributor		Strategy for the Project; Managing Up for Salesforce; Project Management
Kathy Waterworth	Contributor	kathy-waterworth	Maintenance Tasks; Editing for the Project
Christy Warren	Contributor		Understanding Your Business; Org Roadmap; Strategy for the Project; Documentation
Rodney Zhu	Contributor		Editing for the Project; Strategy for the Project

February 10 - 11 2021 Sprint Project Team Accomplishments

• Added language to the Admin Soft Skills doc on Maintenance Tasks and Schedule
• Added language to the Admin Soft Skills doc on Understanding Your Business
• Added language to the Admin Soft Skills doc on Org Roadmap
• Added language to the Admin Soft Skills doc on Managing Up for Salesforce Investment
• Added language to the Admin Soft Skills doc on Documentation
• Added language to the Admin Soft Skills doc on Project Management
• Updated organization of document, breaking the sections into four groupings: 1. Optimizing Your Salesforce CRM 2. Core Admin Skills 3. Interaction with Users 4. Utilizing the Salesforce Ecosystem
• Created a plan for the final editing project to polish the document and get it ready to be shared with the Salesforce Nonprofit Ohana
• Brainstormed Next Steps for this project in future Community Sprints

Project Team - September 23rd - 24th 2020

Full Name	Team Role	Github Username	Working Group2
Rachel Ciprotti	Group Leader	rciprotti	Release Management; Troubleshoot User Issues; SFDO/SFDC; Salesforce Careers
Adam Kramer	Group Leader		Release Management; User Feedback; SFDO/SFDC
Kelley Bevans	Contributor	microveldt	Troubleshoot User Issue; End User Training; User Feedback
Jyothi Dontha	Contributor		End User Training; Troubleshoot User Issues; Salesforce Careers; SFDO/SFDC
Daniel Gorton	Contributor		Release Management; Salesforce Careers; User Feedback
Sam Knox	Contributor	sam-knox	Troubleshoot User Issues; End User Training; Salesforce Careers
Sarah Marovich	Contributor		End User Training; Release Management; SFDO/SFDC; User Feedback
Jessie Rymph	Contributor		Release Management; Troubleshoot User Issues; User Feedback; Salesforce Careers
Jenne Secrest	Contributor	jsecvol53	Troubleshoot User Issues; Salesforce Careers
Kathy Waterworth	Contributor		End User Training; End User Training; SFDO/SFDC

September 23-24 2020 Sprint Project Team Accomplishments

• Added language to the Admin Soft Skills doc on Release Management
• Added language to the Admin Soft Skills doc on User Feedback
• Added language to the Admin Soft Skills doc on End User Training
• Added language to the Admin Soft Skills doc on Furthering Your Salesforce Career
• Added language to the Admin Soft Skills doc on Understanding SFDO/SFDC
• Added new section called Understanding Your Business
• Updated organization of document, breaking the sections into three groupings: 1. Optimizing Your Salesforce CRM 2. Interactions with Users 3. Utilizing the Salesforce Ecosystem

Past Project Team

Full Name	Team Role	Github Username	Working Group
Sam Adiv	Group Leader	samueladiv	Product Owner
Marc Baizman	Contributor	mbaizman	Product Owner
Kelley Bevans	Contributor	microveldt	Discovery + Requirements Gathering
Eric Bruenner	Contributor	Bruenner	Product Owner
Kayleigh Collins	Contributor	NA	Documentation
Cheryl Curry	Contributor	CherylCurry	Discovery + Requirements Gathering
Ali Ervan	Contributor	aervan82	Discovery + Requirements Gathering
Neil Harmon	Contributor	neilharmon	Documentation
Aprille Metcalf	Contributor	Amnicitiae	Documentation
Abby Morrow	Contributor	abbym-selamta	Documentation
Art Ordoqui	Contributor	aordoquiSFDO	Discovery + Requirements Gathering
Salvador Orochena	Contributor	sorochena	Discovery + Requirements Gathering
Sandra Prieto	Contributor	sprieto37	Documentation
Jeff Putthoff	Contributor	jpsjamdg	Discovery + Requirements Gathering
Jenne Secrest	Contributor	jsecvol53	Discovery + Requirements Gathering
Michelle Vose	Contributor	NA	Product Owner
Tamara Wojdylo	Contributor	TamaraWo	Discovery + Requirements Gathering

March 31-April 1 2020 Sprint Project Team Accomplishments

• Added language to the Admin Soft Skills doc on Discovery and Requirements Gathering.
• Added language to the Admin Soft Skills doc on Writing Documentation
• Added language to the Admin Soft Skills doc on a new section on the role and mindset of a Product Owner
• We got started by creating User Stories on this Jamboard and then distilled to the above three working groups.

Past Project Team Members

Full Name	Team Role	Github Username	Sprint(s)
Samantha Shain	Group Leader	samanthashain	Detroit 2019
Vered Meir	Contributor	veredmeir	Detroit 2019

Past Project Team Accomplishments (YTD)

• Crafted user stories and sample personas in our Admin Soft Skills annotated bibliography (in progress)
• Created a Trailmix for skills
• Scan/audit of existing resources (see file of existing links)
• Synced with Marc Baizman/Admin Evangelist Team at SFDC re: blog post