FSATPA Member Portal · Naming & Brand Workshop

Nail the name and the brand

A live working session for FSATPA leadership. Everyone joins with a name and a session code, edits together, and votes and scores independently — then you review everyone's results and decide.

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The target

What the name and brand have to carry

Pulled from the discovery questionnaire and the FSATPA design system. Read it aloud to open the session, then keep it open — every later score traces back to here.

Who wins a trade-off (v1)
1stTribal members — full visibility into their own benefits 2ndFSA-TPA call center — assist with total transparency 3rdTribal admin — oversee program status

North star: "giving Tribal members full visibility into their benefits — more user-friendly than a portal built for the internal team."

The job, in members' words

"A place where you can clearly see how much the community has invested in you, and what you've done with it."

"Easy to use, answers my questions, keeps me on track."

How to run this with the room
  1. Everyone opens the same address, types their name, uses the same session code, and clicks Join. A green dot means you're live.
  2. Build the shared parts together (target words, triage, generate). Vote and score on your own at the fork, scorecard, and tone stages.
  3. At each of those stages, open the "Everyone's results" panel to see how the room split, and talk it through before moving on.
  4. Come back anytime with the same code. Start clean with New session. Full written guide: INSTRUCTIONS.md in this folder.
Exercise 1 · 10 min · sharpen the target · shared board

Sort what the name should evoke — and avoid

Build this together. Start from the questionnaire words, add any the room raises, move a word to the other column if it belongs there, delete what doesn't fit, and star the few that are non-negotiable. The starred must-evoke words become the lens for scoring later.

Evoke

Star the must-haves ★

Avoid

The fence — what the name must not feel like
Exercise 2 · 10 min · everyone votes

The fork: one brand, or one per Tribe?

FSATPA serves many Tribal nations, and a single fixed brand and a name each Tribe localizes are different products with different costs. Each card shows how the name would read. Tap the card that matches your view — everyone's votes show live below.

Discussion — capture the room
Exercise 3 · 15 min · cut fast · shared board

Long-list triage

Every name gathered so far, grouped by family and alphabetical within each. Cut together and fast. Keep earns a spot on the scorecard, Maybe holds, Cut drops. Add the six from the Miro board (and anything from the room) at the bottom.

0 kept0 maybe0 cut
Exercise 4 · 20 min · everyone scores

Scorecard

Only names you kept or marked maybe appear here. Each person scores on their own. Big dots are your scores; the small number under each is the group average. The Everyone's results panel totals the room and shows how each person voted so you can discuss.

No names kept yet — go to Triage and mark some Keep.

Criteria (each 1–5)
ClearA member instantly knows what it is TrustFeels safe and honest; fits the data-sovereignty stakes CommunityReflects collective caring and investment in members Cultural fitFeels Tribal and personal, not generic or corporate Not moneyAvoids a transactional / benefits-office tone

Exercise 5 · 10 min · say it out loud · shared

The out-loud tests

A name lives out loud — on a call, between two members, on a landing page. Take your top scorers and actually say each sentence. Check what passes. Flag anything that smells like money or a form.

Name
"Thanks for calling [name]."
"Just check [name], it'll tell you."
"Welcome back to [name]."
Red flag

Score some names first — the top scorers show up here.

Exercise 6 · 15 min · fill what's missing · shared

Generate into the gaps

Work each seed for two minutes; anything promising, add it and it flows back into triage and scoring.

Culture & permission reminder

A heritage or Tribal-language term needs the right people from that Tribe to approve it, and each Tribe's process differs. Treat language names as directions to explore with the Tribe, not decisions. Steer toward community investment and collective caring; steer away from money.

Exercise 7 · 15 min · everyone picks

Brand tone & color

The name carries the idea; tone and color carry the feeling. Each person picks their own — up to four tone words, and one palette. The tallies below show where the room lands. Palettes 1–3 stay close to the current FSATPA brand; 4–6 explore fresh directions.

Pick up to four — how should it feel?

Vote for a starting palette
Exercise 8 · 10 min · decide

Top 3

The three highest group-average scorers are pulled straight from the scorecard. Keep them or swap in anything the room preferred, then add a one-line rationale and a headline for each. Export at the end.

Ranked by group score (live from Exercise 4)
Fork Tone Palette Must-evoke