CTA Linear Organization Plan
Created: 2026-01-27
Team: CTA Linear Team
Current Cycle: Jan 26 - Feb 2 (Cycle 8)
Overview
This document outlines the Linear project structure for the CTA team, mapping all tickets to projects and providing weekly scoping guidance.
Project Structure (8 Projects)
Core Deliverables
| Project | Priority | Summary | URL |
|---|
| Member Engagement Report | Urgent | Analytics dashboard for membership team - 36 data sources, 125 data points | Link |
| CES Analytics | High | CES event modeling, reporting, and analytics | Link |
| Customer Mart | Medium | Customer/organization dimensional model and reporting mart | Link |
| Finance Mart | Medium | Financial reporting data mart | Link |
Supporting Infrastructure
| Project | Priority | Summary | URL |
|---|
| Archive Ingestion | High | One-time flat file ingestion for backfill and manual reporting | Link |
| Data Platform | High | dbt, CI/CD, RBAC, Snowflake infrastructure, Glean integration | Link |
| Integrations | Medium | Polytomic, SFMC automation, external connectors | Link |
| Project Scoping | Medium | Future scope items requiring discovery before active work | Link |
Ticket-to-Project Mapping
Member Engagement Report (1 ticket)
- CTA-24: Modelling for Member Engagement Report (Blocked)
CES Analytics (1 ticket)
- CTA-4: Memo for fixing attendance auth/registration
Customer Mart (2 tickets)
- CTA-22: Modelling for Customer Mart
- CTA-1: Ingestion remembers
Finance Mart (1 ticket)
- CTA-23: Modelling for Finance Mart
Archive Ingestion (9 tickets)
- CTA-25: Load ces_exhibit_details into Snowflake
- CTA-26: Load ces_exhibit_personnel into Snowflake
- CTA-27: Load ces_registrations into Snowflake
- CTA-28: Ingest ces_speakers
- CTA-29: Ingest ces_special_programs
- CTA-30: Ingest email_marketing data
- CTA-31: Ingest engagement-events-attendance
- CTA-32: Ingest other_lists (Done)
- CTA-33: Ingest Shopify
- CTA-2: Exploring remembers data (Done)
- CTA-3: Report automation (Done)
- CTA-12: Gantt chart for data workstream (Done)
- CTA-13: Setting up dbt project (Done)
- CTA-14: CI/CD for dbt project (Done)
- CTA-15: Run dbt jobs in production (Done)
- CTA-16: Explore Glean + Snowflake integration
- CTA-17: Migrate webhooks database to Snowflake Raw
- CTA-18: Architect RBAC in Snowflake
- CTA-19: Schedule dbt/Snowflake onboarding for Kyle
- CTA-21: Training on dbt for client (Done)
Integrations (6 tickets)
- CTA-5: Establish Shopify store and define asset data
- CTA-6: Automate SFMC pipeline via Snowflake to FTP
- CTA-7: Configure connector in ETL tool (sub-issue)
- CTA-8: Run initial sync + validate data (sub-issue)
- CTA-9: Add YAML + freshness tests in dbt (sub-issue)
- CTA-10: Notify team with status and schema (sub-issue)
Project Scoping (12 tickets)
- CTA-11: Scoping document for 2 discovery workflows
- CTA-20: Produce Q1 scope for data model development
- CTA-34: Zoom AI Companion Pipeline
- CTA-35: AWS Landing Zone / Control Tower
- CTA-36: Okta for Registrants (Customer Auth)
- CTA-37: Shopify Management (Sponsorship Purchases)
- CTA-38: Salesforce + DocuSign Integration
- CTA-39: Consolidate Market Research Platforms
- CTA-40: Event Point CRM Expansion
- CTA-41: Better Exhibitor Data Capture
- CTA-42: Box Implementation
- CTA-43: GA/UTM Attribution Strategy One-Pager
This Week Scope (Jan 27 - Feb 2)
Focus: Balanced - Ingestion Completion + Member Engagement Foundation
Archive Ingestion (Complete CES raw data landing)
| Ticket | Task | Assignee | Target |
|---|
| CTA-27 | Load ces_registrations (4 years) | Awaish | Jan 29 |
| CTA-25 | Load ces_exhibit_details | Ashwini | Jan 28 |
| CTA-26 | Load ces_exhibit_personnel | Ashwini | Jan 28 |
| CTA-28 | Ingest ces_speakers | Ashwini | Jan 29 |
| CTA-29 | Ingest ces_special_programs | Awaish | Jan 30 |
| CTA-31 | Ingest engagement-events-attendance | Ashwini | Jan 30 |
Identity Resolution Foundation (Per Jan 26 meeting priority)
| Task | Owner | Target |
|---|
| Create staging model to union 4 years of CES registration | Kyle/Ashwini | Jan 31 |
| Build company domain matching logic using Remembers aliases | Kyle | Feb 1 |
Member Engagement Report
| Task | Owner | Target |
|---|
| Unblock CTA-24 by resolving identity resolution blocker | Ashwini | Jan 31 |
| Deploy initial Streamlit dashboard with available data | Katherine | Jan 31 |
Next Week Scope (Feb 3 - Feb 9)
Focus: Member Engagement Report + Committee Data
Member Engagement Report Modeling
- Complete CES registration counts model
- Complete CES attendance counts model
- Build committee participation data model
- Add account summary report data
- CTA-18: Complete RBAC script deployment
- CTA-19: Record dbt/Snowflake training for Kyle
- CTA-16: Test Glean integration with Snowflake catalog
Key Meeting Context
Source: Jan 26, 2026 DataOps Planning Meeting
Priorities from Katherine
- Member Engagement Report - Most urgent, 36 data sources, 125 data points
- Identity Resolution - Blocking factor for all analytics
- CES Registration - Tie to Remembers via domain matching
- Committee Data - Second priority after CES
Key Technical Decisions
- Use Remembers as backbone for identity resolution
- Match on email domain as primary join key
- Union 4 years of CES registration upstream, apply same logic
- Prefer CSVs for legacy Power BI reports (avoid Snowflake connection overhead)
Stakeholder Needs
- Membership team needs engagement report ASAP
- Power BI reports need updating (82 reports in inventory)
- Streamlit dashboard for iterative delivery
Change Log
| Date | Change | Author |
|---|
| 2026-01-27 | Initial creation - 8 projects, 43 tickets mapped | Cursor Agent |