MEMBER PORTAL ACCEPTANCE CHECKLIST
RapidIteration | https://rapiditeration.com/insights/nonprofit-member-portal-requirements/
Version: October 31, 2026

Adapt these planning prompts to your portal and use approved sample data.

PROJECT
Organization:
Decision owner:
Intended first release:
Five highest-priority member/staff journeys:
Explicit exclusions:

FOR EACH JOURNEY
ID and priority:
Person, role and membership state:
Record type, publication state and group:
Starting point and action:
Expected result:
Expected result for an unauthorized person:
Failure/recovery behaviour:
Acceptance evidence (observed result, date, tester, version):
Open issue and accountable owner:
Accepted / changes required / deferred, with reason:

SAMPLE JOURNEYS TO ADAPT
[ ] Guest can find and open public resources.
[ ] Closed-group content is protected in search, direct URLs and attachments.
[ ] Pending members understand their status; approval changes access correctly.
[ ] Removed members lose access as agreed; downloaded-copy limits are understood.
[ ] Staff can draft, review, publish, correct and archive content.
[ ] Regional event dates display correctly, including a daylight-saving example.
[ ] Registration, cancellation and capacity behave as agreed.
[ ] Missing translations have an agreed visitor experience and content owner.
[ ] Migration counts reconcile; exceptions, attachments and old URLs are checked.
[ ] Key journeys work using the agreed accessibility testing approach.
[ ] Account ownership, exports, backups, recovery and support are documented.
[ ] Staff complete handover tasks without developer intervention.

BUY / CONFIGURE / BUILD COMPARISON
Requirement:
Product or proposed implementation:
Native / configuration / integration / custom work:
One-time cost from supplier:
Recurring cost from supplier, including currency and period:
Staff administration requirement:
Export and exit arrangements:
Open assumptions and who resolves them:

RELEASE DECISION
Evidence reviewed:
Blocking issues:
Accepted limitations:
Recovery plan and responsible person:
Approver and date: