Member Platform Zoom Meeting on January 16, 2025
>>> [!note] Migrated issue
<!-- Drupal.org comment -->
<!-- Migrated from issue #3505969. -->
Reported by: [jdleonard](https://www.drupal.org/user/80902)
>>>
<h2>Original Google Doc</h2>
<p>You might find the <a href="https://docs.google.com/document/d/1SXj9pLYuZNcFSfn41Lf5hkSyjB_iCKiYeqzTrvsMKuQ/edit">original Google Doc</a> from which this was copied to be easier to consume and to include additional detail (e.g. comments) not present in this issue.</p>
<h2>Who is here?</h2>
<ul>
<li>Barbara Errickson (barbarae)</li>
<li>JD Leonard (jdleonard)</li>
<li>Bhavin Joshi (beautifulmind)</li>
<li>Jürgen Haas (jurgenhaas)</li>
<li>Salim Lakhani (Salim)</li>
<li>Kathryn Carruthers (kathc)</li>
<li>Bob Snodgrass (bsnodgrass)</li>
<li>Norah (tekNorah)</li>
<li>Tom Yukhayev (charginghawk)</li>
</ul>
<h2>Action Items from Previous Meetings</h2>
<p>
N/A
</p>
<h2>What Topics Should We Discuss? / Notes</h2>
<ul>
<li>Seek permission from attendees to record the meeting</li>
<li>Project background</li>
<ul>
<li>Reason JD initiated this project:</li>
<ul>
<li>His neighborhood association badly needed a new website and its cobbled together membership management system requires too much volunteer time to manage</li>
<li>Membership organizations (MOs) share many requirements; why should they each be reinventing the wheel?</li>
<li>MOs with low technical or financial resources are stuck</li>
</ul>
<li>This is the first meeting of potential collaborators</li>
</ul>
<li>Introductions. Who are you, why does this project interest you, and how might you want to contribute?</li>
<ul>
<li>Jürgen</li>
<ul>
<li>(LakeDrops)</li>
<li>Track lead for privacy for Drupal CMS</li>
<li>Interested because 15 years ago started working for a company in Germany offering software with similar target</li>
<ul>
<li>Just a German market product</li>
</ul>
<li>650,000 potential MOs in Germany alone</li>
<li>MOs a big part of German culture</li>
<li>Interested in sharing experience</li>
<li>Limited availability for contribution</li>
</ul>
<li>Kathryn</li>
<ul>
<li>Doing volunteer work with Senior Women Living Together, a MO in Ontario</li>
<li>Careerwise working with nonprofits and labor orgs in Canada using CiviCRM for the same amount of time using Drupal</li>
<li>Lots of resistance in Drupal agencies to using CiviCRM (but CiviCRM community likes Drupal)</li>
<ul>
<li>Exploring this as an alternative</li>
</ul>
<li>Interested in Drupal Events Platform as well</li>
</ul>
<li>Bob</li>
<ul>
<li>Working with Drupal for 20 years now</li>
<li>Client mix includes service orgs e.g. accountants/attorneys, mfg/distribution</li>
<li>Nonprofits they deal with - many involved in foundations or MOs</li>
<li>Not lots of great solutions currently available that aren’t paid products / full of old technical debt</li>
<li>Adding another thought - most of the organizations I’ve worked with initially fall off the prospect list early in the qualification/discovery process due to the mismatch between the desired scope vs. the available budget.</li>
</ul>
<li>Barbara</li>
<ul>
<li>Involved in CiviCRM and Drupal for 15 years after 30 years in corporate world</li>
<li>Retired from Texas Instruments</li>
<li>Has worked with nonprofits for all 15 years since retiring</li>
<li>CiviCRM can do almost anything a nonprofit needs</li>
<ul>
<li>Over 11k installations</li>
</ul>
<li>Drupal + Civi not for the faint of heart, but once implemented is a very powerful/complete solution</li>
<li>Implementing the same feature set of Civi within Drupal would be a very large undertaking</li>
<li>On the board of her HoA with 570 homes heading to 1,000, expensive houses = good budget</li>
<ul>
<li>Built resident system using Civi + Drupal</li>
</ul>
</ul>
<li>Norah</li>
<ul>
<li>15+ years in Drupal Dev → PM; intern coordinator → Director of Communications</li>
<li>Not sure if she has a particular use case except maybe Drupal4Gov</li>
<ul>
<li>Especially donation platforming</li>
</ul>
<li>Bespoke solutions often take lots of effort and are haphazard glued together</li>
<li>Has nonprofit clients but not sure how extensive we’re talking</li>
<li>Wonders whether more could be handled directly in the Drupal CMS vs an integration with an external system</li>
</ul>
<li>Bhavin</li>
<ul>
<li>More than 17 years Drupal experience</li>
<li>Working with many nonprofits inc. with CiviCRM & drupal</li>
<li>Many orgs seeking membership features, but always starting from scratch</li>
<li>Would love a single solution</li>
<li>Available as needed to contribute with coding etc.</li>
</ul>
<li>Tom</li>
<ul>
<li>Interested in a Meetup alternative</li>
<li>Web developer in MA</li>
</ul>
<li>Salim</li>
<ul>
<li>Interested in Meetup alternative</li>
<li>Recommend: Should get Josh Mitchel involved - personalization</li>
<ul>
<li>For group management</li>
<li>Personalization built in</li>
<li>Workflow: person assigned to groups, gets news</li>
<li>News feed</li>
<li>Events</li>
</ul>
<li>Running DevPanel → DrupalForge</li>
<ul>
<li>Dev Environments</li>
<li>Integration with Stripe</li>
<ul>
<li>Supports split payments</li>
<li>Ideal for Donation use cases</li>
</ul>
<li>Hosting</li>
<li>For Dev to take what they are developing, to remarket</li>
<li>Not barring open source</li>
</ul>
</ul>
<li>JD</li>
<ul>
<li>Freelance technical architect</li>
<li>Has been working with Drupal since 2006 (over 18 years)</li>
<li>President and Former Treasurer of his local neighborhood association</li>
</ul>
</ul>
<li>Define high-level project goals</li>
<ul>
<li><em>“Drupal native lightweight ecosystem of user friendly tooling to meet the needs of membership organizations”</em></li>
<ul>
<li>+1 Barbara - as long as is feature-rich</li>
<li>+1 Jurgen</li>
<li>+1 JD - turnkey</li>
</ul>
<li>Needs to look nice - Salim</li>
<ul>
<li>Not a fan of CiviCRM look</li>
<li> - I have been avoiding end users seeing CiviCRM by using webforms as the data entry and views (using CiviCRM/Drupal integrations) - e.g. profile questionnaire, and exposed filters in a view to find members in a directory. Only the administrators who need to do reporting actually go in to CiviCRM </li>
</ul>
<li>Affordable and feature-rich</li>
<li>Membership management as an MVP?</li>
<li>Organizations can define the tier and set the price for each tier</li>
<li>The solution should offer an environment/framework to define various tier and associated prices. </li>
<li>There should be multiple payment processors organisations can choose from and connect with. </li>
<li>content management</li>
<li>We should start with targeting Drupal 11 along with offering recipes. </li>
<li>Ideas</li>
<ul>
<li>Question about whether we start with Drupal CMS</li>
<li>Ecosystem for MOs with all the needed features</li>
<li>Ecosystem of recipes using the framework</li>
<li>Look at <a href="https://skvare.com/">Skvare</a> (Mark) which has lots of integrations with <a href="https://www.drupal.org/project/civicrm">CiviCRM</a></li>
</ul>
</ul>
<li>Discuss project management, meeting cadence, communication plan, and other logistics</li>
<ul>
<li>Norah is a PM, willing to help set things up</li>
<li>Is this time good?</li>
<ul>
<li>Friday - no good for most</li>
<li>Norah: no conflicts today</li>
</ul>
<li>We should have a d.o project/initiative </li>
<li>Cadence: bi-weekly (+1 Bhavin) may make sense; ad hoc sessions outside of full group</li>
<li>Consider Asynchronous</li>
<ul>
<li>- check out <a href="https://github.com/mdlutz24/drupal-meeting-parser">Drupal Meeting Parser</a></li>
<li>Good example is in the #event-organizers channel</li>
</ul>
</ul>
<li>Brainstorm better/permanent names for the project</li>
<ul>
<li>Huddles</li>
</ul>
<li>Brainstorm possible features (whether for initial release or long-term consideration)</li>
<ul>
<li><a href="https://designsystem.digital.gov/templates/">USWDS Theme</a> (Salim/TBD)</li>
<ul>
<li>Salim doing some work on government sites/theme</li>
</ul>
<li>Focus on ONE segment first (Salim/TBD)</li>
<ul>
<li>MVP, iterate</li>
<li>Critical features, foundational</li>
</ul>
<li>Membership dues collection (Salim/TBD)</li>
<ul>
<li>Subscriptions? </li>
<li>What do we use?</li>
<ul>
<li>Opinionated or Extendable/Pluggable; both?</li>
<li>Can be a lot of effort to support many</li>
<li>Global scope may require multiple</li>
</ul>
<li>Commerce module may help to solve this</li>
<ul>
<li>Commerce license supports things</li>
<li>Commerce recurring (and licence billing)</li>
</ul>
</ul>
<li>Membership management</li>
<ul>
<li>Different types of memberships</li>
<ul>
<li>Names (individual/business/family/household)</li>
<li>Durations</li>
<li>Price per level</li>
</ul>
<li>Self-service join/renew</li>
<ul>
<li>Ability to require invitation to join</li>
</ul>
</ul>
<li>Content management</li>
<ul>
<li>Pages</li>
<li>News</li>
</ul>
<li>Basic CRM</li>
<ul>
<li>Identify potential members</li>
<li>Track members’ activities</li>
</ul>
<li>Document/process management</li>
<ul>
<li>Agendas</li>
<li>Minutes</li>
</ul>
<li>Outbound communications </li>
<ul>
<li>Email (Mailchimp alternative)</li>
<li>SMS</li>
</ul>
<li>Statistics</li>
<li>Donations: Payments/in-kind efforts</li>
<li>Event Management</li>
<ul>
<li>Video call integrations</li>
<li>Recurring</li>
<li>RSVPs</li>
</ul>
<li>Groups</li>
<li>Messages</li>
<ul>
<li>Social</li>
</ul>
<li>Donations / fees</li>
<ul>
<li>Transaction platforms</li>
<ul>
<li>Stripe</li>
<li>Paypal</li>
</ul>
<li>Split payments</li>
</ul>
<li>Articles</li>
<li>Initiatives/Projects</li>
<li>Barbara - Define the core functions that non-profits may need like: Contact Management, Event management, Reports, Communication (like SMS), permissions/security</li>
<li>Sponsorships</li>
<li>Multiple membership organizations on one site</li>
<ul>
<li>Would allow to be a “meetup alternative”</li>
<li>Could just build with this in mind for future</li>
</ul>
<li>Non-profit vs. clubs and other organizations (possibly for-profit)</li>
</ul>
<li>Base off <a href="https://www.drupal.org/node/3201091">event platform</a>?</li>
<li>How to fund the project?</li>
<ul>
<li>Nonprofit</li>
<li>DrupalForge revenue</li>
<li>For-profit agency / professional services model</li>
<li>Bounties for features</li>
<li>Membership model</li>
</ul>
<li>Identify next steps and assign action items</li>
</ul>
<h2>Action Items</h2>
<ul>
<li>JD to draft a mission statement for review over Slack</li>
<li>Schedule next meeting 2 weeks from today - JD</li>
<li>Add Project on D.O. (at the appropriate time)</li>
<li>Market research - needs a volunteer</li>
<li>User testing</li>
</ul>
<h2>Zoom Recording</h2>
<p><a href="https://drive.google.com/open?id=1iweHgusjkppkcvAtW2eNhMuv5VAMggGS&usp=drive_fs">2025-01-16 MOP Meeting 1 recording.mp4</a></p>
<p><a href="https://drive.google.com/open?id=1iyA_8Qgiqcal4wIJMNs13g1SxuSyuGRm">2025-01-16 MOP Meeting 1 recording chat.txt</a></p>
<h2>Previous Notes</h2>
<p>
N/A
</p>
issue
GitLab AI Context
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Repository: https://git.drupalcode.org/project/member
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