The document outlines Folio's proposed features for their summer 2017 release, with input from users and developers guiding the development process. Key features include multiple observation due dates, an activity feed, improvements to goal management, enhanced supervisor capabilities, and user interface upgrades. The document emphasizes the ongoing need for user feedback and collaboration in shaping the software's development.

1. Folio’s Summer 2017 Roadmap

2. Introductions
Sean Flaherty
Director of Technology
Lissa Caltrider
Director of Membership
Dan IvovIch
Director of Development Operations
Smartlogic (Folio’s software development partner)

3. What we will talk about
●High-level discussion of what we plan on working
on for the summer release
●Questions and input from users on these items

4. Disclaimer
● The items on these slides are proposed features
● As time and budget permits, we will work on some or most
of them.
● During development, these high-level items will be
fleshed-out
● We are always looking for user’s feedback and ideas

5. How did we come up with this list?
● Input from Users
● Suggestions that come from our trainings
● Input from our developers
● The guiding principles of Folio software

7. Multiple Observation Due Dates
●The Folio School Admin will be able to set up to
3 Observation due dates during a Cycle
●Set from the Milestone timeline
●Teachers could be assigned one, two, or all
three Observation due dates

8. Activity Feed/Spotlight Report
●An area/page within Folio
●Users can see activities they’ve completed
●Spotlights left for them and those that they
have left for others
●Supervisors will be able to see activities of their
direct reports

9. Auto-save for Goals and Notes
●Goals and Action Items will be periodically
auto-saved
●Notes will be auto-saved as drafts

10. Improvements to Goals
●Make Reflections Visible to Supervisors
○Currently only visible to the employees
●Embedding Goals on all Note Types
○Similar to the Goals Note
●Custom Goal Prompts/Instructions
●Comments on Goals
●Goal Versioning(?)

11. Adding a Save button to Comments
●Currently the return/enter key saves a
comment
●Users have asked for a more clear “Save”
button

12. Student Survey Improvements
●Prevent the changing of Question Text
●Allow minor corrections/additions which
currently require developers to fix

13. Improve the Supervisor/Group Builder
●Printable list of Supervisors/Direct Reports
●CSV file that can be opened in a spreadsheet
●Improved user interface

14. Add (Optionally)Group Viewers to Supervisor Surveys
●Currently employees only receive surveys on
their supervisory chain
●Group Viewers would be added to those
surveys

15. Set Milestone Dates by Group
●Staff could have different Milestones/Dates
●Different groups of teachers could have
different Milestones/Dates

16. Other Reporting beyond the Activity Feed
●Goals set by Group
●Completed Goals by Group
●Report on Milestone/Profile Completion
●Supervisor Assignment
●Group Members

17. Improve “Invite to View Profile”
●Users would be notified through the Activity
Feed
●Invite/Accept process

18. Add a “Product Tour” to Parts of Folio
●Help “bubbles” for infrequent, complex tasks
●Profile introduction
●Can be disabled across devices

20. As budget/time permits we may add items
●We are always looking for input from users
●We are always brainstorming ideas for Folio

21. Questions or Comments?
Give us a call
(800) 452-5078 Ext. 1
Or send us an email:
Ideas for Folio?
ideas@foliocollaborative.org
Support Questions?
support@foliocollaborative.org