NP Organizations

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Approved for development

Summary

The American Association of Nurse Practitioners (AANP) offers various membership and partnership programs for organizations that support the mission and goals of the NP profession. This document focuses on the requirements for managing NP Organization (NPO) memberships in Salesforce Sales Cloud. NPO memberships are designed for non-profit organizations that advocate for and support nurse practitioners (NPs).

Comparison of Organizational Memberships and Partnerships:

1. NP Organization Memberships:

   • Targeted at non-profit organizations supporting NPs.
   • Provides benefits such as directory listings, product discounts, free conference registration, and accreditation fee discounts.

2. Corporate Council Memberships:

   • Designed for corporate entities supporting AANP’s mission.
   • Offers visibility at AANP events, collaboration opportunities, and access to AANP resources.

3. NP Employer Membership Program:

   • For employers of NPs, offering benefits and resources to support their NP employees.
   • Enhances employer engagement with AANP.

4. Collaborative Alliances:

   • Partnerships with other organizations for mutual benefit and to support the NP profession.
   • Focus on joint initiatives, resource sharing, and collaborative projects.

5. NP Engagement Opportunities:

   • Partnerships focused on engaging NPs through advertising and royalty opportunities.
   • Includes advertising in AANP publications, sponsorships, and royalty agreements for using AANP’s brand or resources.

Key Benefits of NPO Memberships:

1. Public Directory Listing:

   • NPOs are listed in the public-facing NP Organizations Directory, enhancing visibility and networking opportunities.

2. Discounts and Freebies:

   • NPO members receive discounts on AANP products, services, accreditation fees, and one free registration for the national conference, assignable to any member of the organization.

3. Resource Access:

   • Access to AANP resources, including educational materials, advocacy tools, and networking opportunities.

4. Collaboration and Engagement:

   • Opportunities to collaborate with AANP on projects and initiatives, and participate in AANP communities and special interest groups.

Pricing Details:

NPO Membership dues are based on the size of the organization:

• Less than 100 members: $300 annually.
• 100-499 members: $450 annually.
• 500-2,999 members: $550 annually.
• More than 3,000 members: $1,000 annually.

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Requirements

External User Requirements (NPO Representatives)

Membership Application and Management:

1. As an external user, I should be able to apply for membership with my organization's contact information online.
2. As an NP Organization account manager, I should be able to securely access my organization's account.
3. As an NP Organization account manager, I should be able to add additional contacts (up to two) that can log in to the account.
4. As an NP Organization account manager, I should be able to update my organization's contact information online.
5. As an NP Organization account manager, I should be able to view my organization's membership details and renewal status online.

Membership Renewal and Payments:

6. As an NP Organization account manager, I should be able to receive automated reminders about membership renewals and pay for renewals online.
7. As an NP Organization account manager, I should receive notifications when my organization's contact details need to be updated.
8. As an NP Organization account manager, I should be required to update my total employee count when renewing each year to determine the appropriate dues amount.
9. As an NP Organization account manager, I should be able to pay for my membership directly online via credit card or send in a check payment.

Account Management:

10. As an NP Organization account manager, I should have a centralized profile to manage all aspects of my membership without relying on individual users' accounts.
11. As an NP Organization account manager, I should be able to view and print all order invoices for the account.
12. As an NP Organization account manager, I should be able to view and pay all quotations for the account.

Access to Benefits:

13. As an NP Organization account manager, I should be able to access membership resources and benefits directly from my organization's online account.
14. As an NP Organization account manager, I should be able to access NPO-only pages on the AANP website.
15. As an NP Organization account manager, I should receive communications and sales materials relevant to my organization's membership type and location.

Conference Registration Management:

16. As an NP Organization account manager, I should be able to request and assign the free conference registration to any member of the organization.
17. As an NP Organization account manager, I should be able to re-assign the conference registration to someone else if the original designated user has not registered yet.
18. As an NP Organization account manager, I should be able to request a re-assignment of the conference registration from AANP internal staff if the original designated user has already registered.

Payments and Invoices:

19. As an NP Organization account manager, I should be able to pay invoices through magic links, which allow for secure payments without needing to log in.

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Internal User Requirements (AANP Staff)

Membership Application Processing:

1. As Member Administration Staff, I should be able to receive an alert when a new NPO membership is purchased.
2. As Member Administration Staff, I should be able to review and approve NPO membership after it has been paid.
3. As Member Administration Staff, I should be able to manage and update organizational details and primary contacts.

Membership Management:

4. As Member Administration Staff, I should be able to see an NPO Membership section on my profile page.
5. As Member Administration Staff, I should be able to view and manage all NPO account records in one centralized system or location.
6. As Member Administration Staff, I should be able to track changes and activity history on all NPO records over time.
7. As Member Administration Staff, I should be able to merge duplicate NPO records based on matching criteria.
8. As Member Administration Staff, I should be able to flag NPO accounts missing the required primary contact information.

Benefits Management:

9. As Member Administration Staff, I should be able to assign and track access to AANP resources and benefits for NPO members.
10. As Member Administration Staff, I should be able to manage event registration discounts and track participation of NPO representatives.
11. As Member Administration Staff, I should be able to process requests for free conference registrations and apply them to any designated member.

Conference Registration Management:

12. As Member Administration Staff, I should be able to assist with re-assigning free conference registrations if the original designated user has already registered.

Reporting and Data Management:

13. As Member Administration Staff, I should be able to run customized reports on NPO membership data, renewals, payments, and other metrics.

Payments and Invoices:

14. As Member Administration Staff, I should be able to generate invoices/quotations for new NPO applications directly in the system.
15. As Member Administration Staff, I should be able to send magic links for secure payment, allowing NPO representatives to pay without logging in.

Application Review:

16. As Member Administration Staff, I should be able to streamline the application review process to verify NPO eligibility criteria.

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Assumptions

• All Internal and External Users will be included in the Personas definition.
• Timelines will follow as outlined in each requirement.

References

1. NPO Member Benefits
2. NPO Membership Application
3. NP Organizations
4. Corporate Council
5. NP Employer Membership Program
6. Advertising and Royalty Partnerships
7. Collaborative Alliances
8. NP Organizations Directory
9. VIDEO - I2C Discovery Session
10. VIDEO - AANP Application Walkthrough

Appendix

Data Points Collected During NPO Membership Application:

1. Organization Details:

   • Name
   • Address
   • Contact Information
   • Primary Contact

2. Membership Details:

   • Membership Type
   • Subscription Start Date
   • Renewal Date

3. Benefits and Discounts:

   • Event Discounts
   • Accreditation Fee Discounts
   • Free Conference Registration Assignment

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This document provides a comprehensive overview and detailed requirements for managing NPO memberships efficiently.

Approvals / Signoffs

Role	Name	Signature	Date
Technical Lead	Jeff Sikes	JS	06/06/2024
Stakeholder	Liz Messner	LM	06/06/2024