MissionScope Lite

Description

MissionScope Lite helps nonprofits, churches, ministries, and community organizations organize day-to-day mission activity inside WordPress.

The plugin provides a local operations dashboard for tracking programs, sessions/events, volunteers, staff, grants, simple reports, CSV imports/exports, frontend widgets, and basic impact activity. MissionScope Lite is designed for organizations that need a practical way to begin organizing mission data without adopting a full cloud-based SaaS platform.

MissionScope Lite works as a standalone WordPress plugin. The current Lite version stores MissionScope data in the local WordPress database and does not require a MissionScope Cloud account.

MissionScope Cloud is a planned optional SaaS platform for future advanced reporting, cloud dashboards, full team collaboration, multi-site reporting, cloud backup, AI-assisted reporting, full grant reporting, grant-ready templates, and white-label reports.

No MissionScope Lite records are sent to MissionScope Cloud unless a site administrator intentionally connects a future Cloud account and gives permission. MissionScope Lite 1.0.0 does not include automatic Cloud synchronization.

Current MissionScope Lite Features

• Operations dashboard with local summary metrics for staff, volunteers, programs, sessions/events, and grants.
• Agency profile settings for organization name, logo, contact details, mission statement, website, address, brand colors, and public-facing profile information.
• Volunteer directory for managing volunteer contact details, availability, screening status, orientation status, assignments, and service hours.
• Volunteer clock and service hour logging for tracking local volunteer time connected to a program or session/event.
• Staff directory for managing staff records, departments, roles, supervisors, assigned programs, access level, and WordPress account links.
• Program directory for tracking programs, categories, descriptions, dates, locations, staff, volunteers, sessions, grants, ROMA goals, and budgets.
• Sessions / Events directory with event calendar, date filters, attendance targets, capacity, registration status, check-in status, and event records.
• Event registration contact management for collecting registrant names, email addresses, phone numbers, event-specific answers, and basic registration status.
• Grants directory for tracking funders, grant types, managers, programs, requested amounts, awarded amounts, spending, remaining balances, report due dates, and related records.
• Simple Reports with predefined report templates such as Operations Snapshot, Event Attendance, Volunteer Service, Grant Status, and Program Activity.
• Widgets and shortcodes for event lists, event calendars, event details, volunteer service clock, and dashboard embedding.
• Event categories for organizing event displays and filtering event list widgets.
• Frontend page connections for assigning WordPress pages to MissionScope templates.
• Public widget color settings for event widgets and public-facing MissionScope displays.
• CSV import and export tools for supported MissionScope tables.
• Downloadable CSV templates and instruction files for supported import types.
• Matching rules for CSV imports using primary columns such as email, program_name, location_name, session_name, and grant_name.
• Dashboard settings and user preferences for layout, reporting period, items per page, theme mode, and notification preferences.
• Basic role and permission structure for WordPress users who need MissionScope access.
• Upgrade to MissionScope Cloud information page that explains the local-first status and future Cloud option.

What MissionScope Lite Does Not Include

MissionScope Lite is intentionally limited so that organizations can start with basic local operations tracking.

The current Lite version does not include:

• Online transaction processing.
• Ticket sales.
• Giving management.
• Outreach drive tools.
• An ad hoc report designer.
• AI-generated impact narratives.
• Cloud backup.
• Multi-organization management.
• Multi-site reporting.
• Full advanced grant search.
• White-label board or funder exports.
• Automatic MissionScope Cloud synchronization.

These advanced capabilities are reserved for the future MissionScope Cloud platform.

Admin Menu Areas

MissionScope Lite adds a MissionScope menu inside the WordPress admin area. Depending on user permissions, available areas may include:

• Dashboard
• Volunteers
• Volunteer Clock
• Staff
• Programs
• Sessions / Events
• Event Registrations
• Grants
• Simple Reports
• Widgets & Shortcodes
• Import / Export
• Settings
• Upgrade to Cloud

Public Widgets and Shortcodes

MissionScope Lite includes shortcodes that can be placed on WordPress pages, posts, or Shortcode blocks.

Available shortcodes include:

• [missionscope_event_list layout="cards" columns="3" limit="6" title="Upcoming Community Events"]
• [missionscope_event_calendar title="Find an Event Near You"]
• [missionscope_event_detail id="14"]
• [missionscope_volunteer_clock title="Volunteer Check In"]
• [missionscope_dashboard]

The event list, event calendar, and event detail widgets are public-facing display tools for showing event information.

The event list widget supports layout="cards", layout="list", layout="carousel", layout="image_boxes", and layout="spotlight". Use columns="1", columns="2", or columns="3" to set events per row, and limit to control how many upcoming events are displayed. Administrators can set default Event List options from MissionScope > Widgets & Shortcodes.

The volunteer clock widget is used to record local volunteer service time. It does not send volunteer hour records to MissionScope Cloud.

The dashboard shortcode should only be used on pages that are restricted to authorized MissionScope users.

Import / Export

MissionScope Lite includes CSV import and export tools for supported local tables.

Supported import/export data types include:

• Volunteers
• Staff
• Programs
• Locations
• Sessions / Events
• Grants

The first row of every CSV file must contain the correct column headers from the official MissionScope template. Excel files should be saved as CSV before importing.

MissionScope uses primary matching columns to decide whether an imported row should update an existing record or create a new record.

Primary matching columns include:

• Volunteers: email
• Staff: email
• Programs: program_name
• Locations: location_name
• Sessions / Events: session_name
• Grants: grant_name

If the primary match column is blank or does not match an existing record, MissionScope creates a new record.

Premium Content: MissionScope Member

MissionScope Member gives mission-driven organizations enhanced access to the MissionScope ecosystem through a private Client Portal designed to provide support, resources, project collaboration, and organizational growth tools in one convenient location.

Membership is ideal for nonprofits, churches, ministries, community groups, grant-funded programs, and other organizations that want more than basic access to MissionScope Lite. Members receive a dedicated space to manage support requests, access helpful resources, request specialized services, and prepare for future MissionScope tools and services.

Pricing
MissionScope Member is normally priced at $99.99.

For founding members, a special introductory offering of $49.99 is available through October 31, 2026.

After this date, standard pricing of $99.99 will apply.

What’s Included
Priority Support
MissionScope Members receive Priority Support for assistance with installing, configuring, and using MissionScope Lite.

Priority Support is intended for questions and issues outside of confirmed software bugs and includes a goal of receiving an initial response within 48 hours.

Members can submit support requests directly through their private Client Portal and provide screenshots, details, and other information needed to help resolve their issue.

Private MissionScope Client Portal
Every MissionScope Member receives access to a private online portal that serves as a central hub for their organization.

Your portal may include access to:

Membership information
Priority Support requests
MissionScope Lite resources
Documentation and tutorials
Community support resources
Organization profile information
Downloadable templates and tools
MissionScope announcements and updates
MissionScope Cloud information
Project requests and collaboration tools
Additional member resources as they become available
Organization Profile
Members can create an Organization Profile that helps MissionScope better understand their programs, staff, volunteers, technology, website, communities served, and organizational challenges.

This information allows MissionScope to provide more relevant support and recommendations when members request assistance.

Website Design & Digital Services Requests
Members can request assistance with website-related projects, including:

New website development
Website redesigns
Landing pages
Program and service pages
Website content organization
Website strategy
MissionScope Lite implementation
Future MissionScope Cloud and MissionScope Connect integration
Eligible projects may receive their own dedicated project portal where clients can submit information, upload files, review project phases, provide feedback, and access final deliverables.

Marketing & Communication Support
Members can request support with marketing and communication planning, including:

Marketing strategies
Social media planning
Email marketing
Campaign development
Organizational storytelling
Website content strategy
Community outreach planning
Program promotion
Digital communication strategy
Additional fees may apply for custom consulting, development, design, or production services beyond the benefits included with membership.

Impact & Reporting Resources
MissionScope Members can access resources and request assistance designed to help organizations better communicate their impact.

Support may include guidance related to:

Annual reports
Impact reports
Program reports
Board reports
Grant reporting
Data storytelling
Impact measurement
Key performance indicators
Data visualization
MissionScope reporting tools
Member Resource Library
Members may receive access to an expanding library of MissionScope resources, templates, guides, and tools designed specifically for mission-driven organizations.

Resources may include program tracking tools, volunteer management resources, event tracking templates, grant management tools, reporting templates, and additional organizational resources.

MissionScope Cloud Updates
MissionScope Members will have a dedicated location to learn about the continued development of MissionScope Cloud, the future cloud-based platform designed to provide more advanced dashboards, reporting, collaboration, integrations, organizational management, and impact tracking.

Members may receive access to development updates, early-access opportunities, implementation information, training resources, and other Cloud-related announcements as they become available.

More Than Software Support
MissionScope Member is designed to provide more than technical assistance.

Our goal is to help organizations strengthen the systems behind their mission—from tracking programs and managing people to improving their websites, communications, reporting, and ability to demonstrate impact.

The Client Portal creates a central place where your organization can receive support, access resources, collaborate on projects, and grow alongside the MissionScope ecosystem.

Who Is MissionScope Member For?
MissionScope Member is designed for:

Nonprofit organizations
Churches and religious organizations
Ministries
Community-based organizations
Grant-funded programs
Associations
Small mission-driven teams
Organizations implementing MissionScope Lite
Organizations preparing for MissionScope Cloud
Become a MissionScope Member
Gain access to Priority Support, your private MissionScope Client Portal, member resources, service requests, project collaboration tools, and an expanding collection of tools designed to help your organization manage its work and communicate its impact.

MissionScope Member helps you get more from MissionScope—and gives your organization a dedicated place to get the support, resources, and guidance it needs to move its mission forward.

Become a member here https://themissionscope.com/product/missionscope-member/

External Services / Cloud Notice

MissionScope Cloud is a planned optional hosted SaaS service. It is not required to use MissionScope Lite 1.0.0.

The Upgrade to Cloud page includes an administrator-facing link to the MissionScope website and a MissionScope Cloud updates signup form. Opening the website link is an intentional browser visit. Submitting the signup form is optional and sends the information entered in the form to MissionScope’s HubSpot account for update notifications. MissionScope Lite does not transmit plugin records through that link or form.

MissionScope website information is available at:

https://www.themissionscope.com

Digital documentation and the online user manual are available at:

https://themissionscope.com/docs/

The Cloud updates signup form is optional and loads from HubSpot at js.hsforms.net only after a site administrator chooses to show the form on the administrator-facing Upgrade to MissionScope Cloud page. HubSpot’s privacy policy is available at https://legal.hubspot.com/privacy-policy and HubSpot’s legal terms are available at https://legal.hubspot.com/legal-stuff.

Data Privacy Notice

MissionScope Lite stores information locally in the WordPress database. Depending on how the site administrator uses the plugin, stored information may include:

• Organization profile information.
• Program records.
• Staff records.
• Volunteer records.
• Volunteer service hours.
• Session/event records.
• Event registration contacts.
• Attendance counts.
• Grant records.
• Report filters and report activity.
• Import/export history.
• WordPress user IDs associated with record changes.

MissionScope Lite does not silently track usage, automatically synchronize records, or send local records to MissionScope Cloud.

Administrators should review their own privacy policies and only enter data they are authorized to store in WordPress.

Support Policy

Free support includes bug reports and basic usage questions.

Priority setup, customization, migration, training, and reporting assistance may be available through paid services.