Proposer Role (F14)

[mike-mcnulty]

Intent

We want to offer builders an opportunity to win grant funding by giving them a way to submit proposals for consideration. By the end of F14, we want the proposals proceeding to a vote to be equal or greater than the F13 baseline in Ideascale.

Description

Users with the registered Proposer role can start a new proposal from either the Workspace or Discovery Space. In F14, a category must first be selected in order to begin a new proposal draft. All drafts are stored locally by default, until user takes manual action to either “Share” or “Finalize”, which saves a document iteration to the backend. Shared drafts are open for feedback in the discovery space, while Final proposals are marked as ready to proceed to voting.

Outcome

Proposers can easily create, edit, and publish proposals in order to collect feedback, refine ideas, and submit for funding. There is no disruption of service to our users with the migration away from Ideascale.

Value Delivery

• As proposer, chase my entrepreneurial dreams by competing for grant funding
• As proposer, manage proposal complexity with in-app writing tools
• As voter, prioritize my attention by knowing which proposals are seeking feedback
• As brand admin, accelerate ecosystem innovation by crowdsourcing ideas
• As brand admin, grow my pool of high-quality proposals by making it easy to submit ideas for funding

Design Principles

• Enrich your data over time
• Privacy by design
• People powered innovation
• Reduce overwhelm

Workflow

• PROPOSER lands on discovery page, navigates to category, views category details, and clicks “Create Proposal”
  OR
  PROPOSER lands on workspace homepage, clicks “Create Proposal”, views category selector modal, and clicks “Use this category”
• PROPOSER lands in workspace editor, with content loaded from template
• PROPOSER clicks menu anchor to jump to and select Section
• PROPOSER views guidance content for selected Section
• PROPOSER click edit / save to make local edits to proposal
• PROPOSER clicks status banner to show Manage Proposal options
• PROPOSER selects “publish draft for feedback” to save document iteration to backend and make viewable in Discovery Space
• PROPOSER reads details in the confirmation and clicks to proceed with action
• PROPOSER lands in Proposal Index in the Draft tab, where they can see the proposal just shared
• PROPOSER clicks a proposal draft to view proposal details page in Discovery Space
• PROPOSER navigates to comments section and reads feedback
• PROPOSER clicks edit button to return to proposal editor in Workspace
• PROPOSER click “submit to review stage” to save document iteration to backend and add “final” label so it is review / voting stage eligible
• PROPOSER reads details in the confirmation and clicks to proceed with action
• PROPOSER return to Proposal Index in the Final tab, where they can see the proposal just published