Supplemental description page for 2016-2017 Wikimedia Foundation Annual Plan

Grow and Scale Mature Wikimedia Programs including Education and Libraries with Capacity Building Tools and Resources

Programs are key to growth of contributors and content, connecting people to people and people to content. These initiatives will help program leaders fail and learn quickly while replicating what works broadly. We will ease the time wasted searching for, or not finding, tools and resources through a single entry point, a central knowledge hub called the "Wikimedia Resource Center". Other Program and Learning Infrastructure components include a Program and Events dashboard which allows program leaders to design, deliver and evaluate programs with ease through semi-automated, supportive tools and infrastructure. This objective also includes supporting grantees and the FDC decision making process through improved knowledge and reporting on program outcomes.

Benefits

Creates a single-point of entry and one-stop shop for Wikimedia resources for the communities. Will increase search and findability of all curated resources and allow for connecting people to people and people to content for scale.
Provides programmatic management tools and data across content-producing programs
Reduces volunteer and staff time in running and evaluating programs
Provides data capture on programs across multiple global communities.
Provides support to applicants in writing and measuring quality objectives for their proposed projects and events.
Provides support to decisions toward program effectiveness and guidance for development and decision-making.

Alignment to...

Knowledge #2: “Expand content faster through enabling community-led content partnership programs such as GLAM (Galleries, Libraries, Archives and Museums).”
Knowledge #3: "Increase content quality and timeliness by technologically enhancing our editors’ ability to create, monitor, and process content."
Communities #2: “Create and support programs to increase volunteer participation such as recognition, facilitated mentorship, and personalized reengagement.”

Logic Model

Situation
Programs are key to growth of contributors and content, connecting people to people and people to content. This initiative focuses on supporting programs moving in the grow to scale phase of development focusing on how to best support scalable solutions to supporting program effectiveness.
	Priorities
	Impact: Increases content and / or contributors Scalability: Supports multiple communities, partnerships, and replication of best practices. Sustainability: Supports program and community capacity Community Leadership: Builds leadership, encourages collaboration, and engenders trust. Community Need: Points to the need for WMF staff support by multiple data sources.
		Inputs Project & Resources
		Development of a central hub, "Wikimedia Resource Center" (project page) and continued support to other program and learning Infrastructure.
			Outputs Activities & Direct Products
			Development of a Program and Events dashboard which allows program leaders to design, deliver and evaluate programs with ease through semi-automated, supportive tools and infrastructure. Programs design & learning support for core programs. Coaching support to grantee program leaders for evaluation and report design/planning to communicate program targets and outcomes. Support to FDC decision-making process through reporting on program targets.
				Outcome Targets
				Programs & Events Dashboard Minimum Viable Product rolled out to at least 10 projects or languages (at least 2 emerging communities) by end of FY 16-17. Community members reach out to each project still using the Education Extension and support their transition to the Dashboard by the end of FY (only if Dashboard MVP goal is met). Wikimedia Resource Center The majority of community leaders surveyed report being able to find affiliate and program resources and that the resources are useful to their learning needs (as reported via annual survey/resource feedback polling). Dramatic and continual increase in the pageview and unique community editors KPIs for portal resources. Grants Consultation and Learning Support Evaluation consultation support as needed for core programs and high leverage projects (including in-depth support to 2 rounds of FDC proposals). Global Metrics suite learning & development support

Staff Support to AffCom and Affiliate Partnerships

Partnership with our affiliates is key to our movement wide success. This objective includes staff support to the AffCom committee including Affiliate review and application/reporting guidance, as well as technical evaluation support to grantees and affiliates.
While this work will also appear under "strategic" building trust, transparency and partnership between Affiliates and WMF is core workflow. The Team will coordinate with core group to inform strategic expansions

Benefits

Ensures timely response to emerging communities in their application process.
Provides proactive compliance monitoring and assists affiliates to keep up with required reporting.
Helps to maintain accurate records of our worldwide affiliate and program partners.
Supports best practices and learning exchange to deliver best use of shared movement resources.
WMF staff and community leaders reach better decisions in a collaborative way
Helps ensure quality in evaluation of grant-funded projects and events to insure targeted investment in impactful programs.
Provides orientation and recognition of recognized affiliate partners
Ensures consistent messaging and awareness of affiliate business to ensure appropriate WMF response to needs and opportunities

Alignment to...

Communities #2: “Create and support programs to increase volunteer participation such as recognition, facilitated mentorship, and personalized reengagement.”
Reach #2: "Improve our understanding of how and why our users come to and stay on our projects so we can better serve their needs."

Logic Model

Situation
Partnership with our affiliates is key to our movement wide success. This initiative focuses on supporting and coordinating affiliate partnerships through staff support to the Affiliations Committee leveraging them more as peer leaders.
	Priorities
	Impact: Increases content and / or contributors Scalability: Supports multiple communities, partnerships, and replication of best practices. Sustainability: Supports program and community capacity Community Leadership: Builds leadership, encourages collaboration, and engenders trust. Community Need: Points to the need for WMF staff support by multiple data sources.
		Inputs Project & Resources
		AffCom support and annual plan grantee support for program capacity, evaluation, and learning.
			Outputs Activities & Direct Products
			Affiliate applications processing, monitoring, and report review Recognition/Derecognition affiliate communications and documentation Programs design & learning support to affiliates Launch new affiliate welcome kits Wikimedia Conference Eligibility Review Coordination of Community Engagement affiliate communications Support to AffCom monthly calls and annual meeting Responsive annual plan grantee evaluation consultations
				Outcome Targets
				Launch small welcome kit for new affiliates. Maintain initial review response time to new applicants within 5 business days. Maintain proactive review of affiliates reporting and renewals process (notify groups of any reporting issues within 30 days following due date). AffCom engagement in peer learning as demonstrated by majority engagement of committee in discussions and outreach initiatives. At least 3 members of AffCom engaged in direct mentoring support. Maintain mentoring and consultation support for learning and evaluation (see KPIs for survey and evaluation consultation and tool supports)

Staff support for GLAM partnerships

A GLAM Wiki strategist will support local communities with core support for GLAM initiatives. The coordinator will work to facilitate knowledge-sharing across the movement to enable community-led GLAM content partnerships. While support may extend to other knowledge partnerships such as STEM, priority will be placed on the underserved and documented need of GLAM partnerships to drive Wikimedia content and quality growth. The coordinator role will support project management of GLAM tool development, learning resources for GLAM partnerships, support and mentoring of new GLAM coordinators, and connecting GLAM partners approaching the Wikimedia Foundation to our local communities and movement-wide GLAM initiatives.

Benefit:

Project management for critical GLAM tools
Documentation of best practices
Technical consultation to GLAM program leaders
Support for connecting interested GLAM partners and local communities.

Alignment to...

Knowledge #2: “Expand content faster through enabling community-led content partnership programs such as GLAM (Galleries, Libraries, Archives and Museums).”
Knowledge #3: "Increase content quality and timeliness by technologically enhancing our editors’ ability to create, monitor, and process content."
Communities #2: “Create and support programs to increase volunteer participation such as recognition, facilitated mentorship, and personalized reengagement.”

Logic Model

Situation
Partnerships with Galleries, Libraries, Archives and Museums (GLAM) is a largely under-resourced yet high-impact program area. In both WMF strategy and Program Capacity & Learning roadmap consultations, our community pointed to the potential for growth of GLAM partnership program if properly supported by WMF with tools and programmatic support.
	Priorities
	Impact: Increases content and / or contributors Scalability: Supports multiple communities, partnerships, and replication of best practices. Sustainability: Supports program and community capacity Community Leadership: Builds leadership, encourages collaboration, and engenders trust. Community Need: Points to the need for WMF staff support by multiple data sources.
		Inputs Project & Resources
		Programmatic Support and Infrastructure for GLAM initiatives.
			Outputs Activities & Direct Products
			Project management for GLAM tools Coordination and documentation support for curation of best practices Support of GLAM Communities tools, resources and technical consultations
				Outcome Targets
				Improve GLAM-Wiki knowledge access and organization Improve, organize, and ensure that existing GLAM-WIki documentation is accessible as demonstrated through user feedback. GLAM-Wiki leaders engage in a hub that can be part of Wikimedia Resource Center as demonstrated through initiation and growth of unique editors and page view KPIs. Identify and develop documentation of process into guidance for 6 under-documented strategies used by local communities in GLAM-Wiki collaboration. Aggregate and make accessible for new practitioners the best practices for developing GLAM-Wiki partnerships and activities which can be implemented with limited or no affiliate support. Complete structured GLAM-Wiki consultation to direct the scope of technical needs and plan for technical resources to be allocated within movement organizations or external partners and/or championed by volunteers Support GLAM-Wiki and other content partnership needs brought to WMF Respond to GLAM and knowledge partners approaching WMF within two weeks period, and refer to appropriate community leaders within 1 month. Responsive consultation support for GLAM-Wiki grant requests Support requests from community members for developing new partnership models, including in knowledge areas of STEM and Medical/Health Identify existing GLAM-Wiki leadership development strategies and curriculums within existing GLAM-WIKI communities, and develop “best practices” for training new GLAM-Wiki Leaders in currently unsupported communities.

Community Leadership Development

The strength of our community leaders to grow Wikimedia Content and Contributors is a fundamental strategic pillar. This initiative supports the development and recognition of peer mentors in local communities to grow content and contributors through investment in learning, development and recognition of regional and thematic program leaders. This initiative focuses on data-informed decision making and community insights as key to both WMF resourcing and movement wide learning. We aim to achieve scale by training more leaders and then training standout leaders to teach others in a train-the-trainers model.

This project includes support for Community Listening capacity support along with Peer Leadership Academy as well as in-person and virtual knowledge sharing events for movement learning to exchange best practices in planning, implementing, and evaluating Wikimedia projects and programs.

Benefits

Program leaders will be added as regional mentors to grow editors and content in their region through Wikimedia Programs.
In addition to serving as regional mentors, the cohort will work on a collaborative project to benefit Wikimedia programs. (Creation of capacity tools)
Sustainability: Mentors will train/develop second cohort, and that cohort will train another, and so on, with WMF playing a lighter and lighter support role
Increased effectiveness and impact of program leaders and affiliates to grow quality content and contributors around the world

Alignment to...

Communities #2: “Create and support programs to increase volunteer participation such as recognition, facilitated mentorship, and personalized reengagement.”
Reach #2: "Improve our understanding of how and why our users come to and stay on our projects so we can better serve their needs."

Logic Model

Situation
The volunteer community has a wide range of experience and potential leaders, however, there have been very few efforts to help grow natural skills and support them with leadership resources. Wikimedia’s program staff and budget has limited capacity to serve the entire global community. Local volunteer leaders will increase program reach and impact through local context and community connection and provide additional program capacity in major regions of the world through recruitment and training of regional volunteers.
	Priorities
	Impact: Increases content and / or contributors Scalability: Supports multiple communities, partnerships, and replication of best practices. Sustainability: Supports program and community capacity Community Leadership: Builds leadership, encourages collaboration, and engenders trust. Community Need: Points to the need for WMF staff support by multiple data sources.
		Inputs Project & Resources
		Peer mentoring will invest in people power to get beyond the Wikimedia Foundation's current capacity limitations to provide support to emerging program leaders, in major regions of the world through recruitment and training of regional volunteers. Community Listening Capacity development and infrastructure supports to support programs and affiliate partnerships in sharing knowledge about the communities we serve and data for decision-making. Peer Leadership Academy A community mentor development pipeline through training-of-trainers and mentoring support. Learning and Knowledge Sharing Hosting and support for virtual and in-person community learning events.
			Outputs Activities & Direct Products
			Generation of a foundation checkpoint survey for communities to more regularly give feedback on how we are doing to support communities Collaborative development of survey resources and learning support for community leaders Improved monitoring of our community contacts to help moderate requests for information and avoid burn-out Host learning circles both online and in-person to support learning best practices among wikimedians (including WMF) about community listening tools. These activities will result in at least 3 major resources, such as toolkits or templates, that can be shared and re-used across organizations and communities.* Support learning day workshops and content for community leaders at existing conferences to develop them as regional peer mentors. Provide survey consults WMF staff and Wikimedia affiliates, leaders or other volunteers through the Survey Support Desk Virtual follow-up and coaching support for regional or thematic support and training to build evaluation and communication skills for exchanging best practices in planning, implementing, and evaluating Wikimedia projects and programs. Hosting virtual learning sessions, support for workshops aligned to regional conference learning needs.
				Outcome Targets
				300 or more community leaders supported directly through Community Listening Engage (80) editors and community leaders in learning and documenting best practices in community listening (surveys & consultations), through online hangouts and in-person meetings. Deliver (1) annual performance survey for the WMF Build processes for annual and quarterly surveys Peer Leadership Academy 60+ Community Leaders engaged through pre-conferences on Program Capacity & Learning at Wikimedia Conference & Wikimania. 20+ community leaders engage in one or more peer development opportunities as trainers and mentors in their region or thematic area. In-person and online knowledge sharing Program Capacity and Learning session content delivered at 4 or more regional/thematic events to support at least 150 program leaders in developing their capacity for programs and learning as demonstrated through direct self-reports and mentor development. Community mentors are engaged in leading mentoring activities with peers in 80% or more peer leadership academy sessions. 10 or more participating community leaders will use train-the-trainer resources to conduct workshops in their local communities.

Global Metrics

Metric
1. Number of active editors involved	2500+ unique TWL users/quarter + (Indirect) Programs & Events Dashboard when ready
2. Number of newly registered users	^*
3. Number of individuals involved	200+ program and community leaders served quarterly 2500+ TWL (indirect reach with notation once dashboard) 300+ community leaders engaged in leadership development
4. Number of new images/media added to Wikimedia article pages	^*
5. Number of articles added or improved on Wikimedia projects	^*
6. Number of bytes added to and/or deleted from Wikimedia projects	^*
7. Learning question: Did your work increase the motivation of contributors, and how do you know?	see KPIs below

* Indirect. Can report from Programs & Events dashboard in the future.

KPIs

Resource Engagement

*KPI (measured quarterly, however some have annual cyclical relationships)**	Rationale	Metric from FY15/16 Q1	Metric from FY15/16 Q2	Metric from FY15/16 'Q3'
Portal Resource Unique Editors	Tells us the number of community members supporting general shared resource development	239	102	152
Portal Resource Pageviews	Gives us a basic proxy for information accessed the most so that we can understand trends in learning resource needs	61,354	30,766	22,464
Learning Patterns Unique Editors	Tells us the number of community members supporting this specific shared resource development	111	66	77
Learning Patterns Created	Tells us the number of newly created patterns each quarter	75	47	50
Number of wikis using Education Program MediaWiki Extension (Projects, Languages)	Gives a proxy for our global reach for monitoring and evaluation	18 (5, 16)	20 (5, 18)	20 (5,18)

The Wikipedia Library

*KPI (measured quarterly, however some have annual cyclical relationships)**	Rationale	Metric from FY15/16 Q1	Metric from FY15/16 Q2	Metric from FY15/16 Q3
TWL Donation partners	Tells us how many partners are donating accounts for reference resources	42	50	57
TWL Accounts distributed	Tells us the number free accounts shared with active editors each quarter	4,707	5,342	5,637
TWL Unique recipients	Tells us the number of active editors served by free accounts each quarter	2,384	2,598	2,683
TWL Sign-up efficiency (avg)	Tells us a quarterly average of how long it took to get editors access to accounts	53 days	33 days	40 days
TWL Citations added to partners	Tells us the number of citations added to partners content	13,383	15,042	19,353
TWL Global branches	Tells us how many branches of the library have been created on local wikis	11	15	20
TWL Library coordinators	Tells us how many volunteer coordinators are supporting the global branches	40	51	55

Mentoring & Consultation

*KPI (measured quarterly, however some have annual cyclical relationships)**	Rationale	Metric from FY15/16 Q1	Metric from FY15/16 Q2	Metric from FY15/16 Q3
Program/Community Leaders direct engagments	Tells us the number of community members we spent 15 or more minutes supporting directly each quarter	372 (185 L&E + 187 Education)	325 (96 L&E + 229 Education)	310 (200 L&E +110 Education)
Program/Community Leaders engaged via workshops	Tells us the number of community members we engaged in workshops each quarter	100	10	113
Country Count of Community Leaders directly engaged	Tells us how far reaching our directly support is globally	61	85	48
Referrals made by Education Team to other community members	Tells us how many peer mentor opportunities we have referred to the communities	43	41	8
Number of tasks claimed and (completed) by Education Collab members on Phabricator	Tells us how many referral opportunities our community mentors responded to (completed)	39 (18)	41 (30)	50 (23)
Evaluation Design Consultations	Tells us how many community leaders were supported with evaluation design consultation	34	11	42
Evaluation Tools and Reporting	Tells us how many community leaders were supported with evaluation tools/tech consultation	17	6	65
Storytelling and Reporting	Tells us how many community leaders were supported with reporting and storytelling consultation	not available	38	106
Survey Design Consultations	Tells us how many community leaders were supported with survey design and/or tools consultation	25	13	9
Qualtrics users consulted (surveys)	Tells us how many leaders we supported with Qualtrics license and the number of surveys run	47 (39)	12 new (36)	6 new (24)