This is a bit of a surprise, if I am honest! I applaud the idea but it has
come out of the blue and I worry that this extra layer of reporting will
increase overheads here - when our overheads are already under scrutiny. I
have a few preliminary questions:
- Do you have an idea of how much work will be required by movement orgs
for this? I worry that your ideal target of 20 January won't be met, as we
don't have the resources to help you revalidate your data at that point of
our year. December is difficult, as the FDC figures are released then -
which is when we need to construct our final budget for next year.
January/February is also difficult, as all our staff are already pre-booked
working on our financial year end at 31 January - which is also an FDC
quarter end - so there's a lot of work to be done!
- Has anyone contacted movement orgs already, perhaps a few months ago?
If so, I think I've missed the communication - could you resend it to me?
- Will you need to talk to treasurers? If so, please let us know as far
in advance as you can so we can book dates for meetings!
- What happens if movement orgs do not have time to check your data?
Will you go ahead with "unvalidated" data in your report, or will you be
able to move your timeline to fit in with ours?
- How much input will chapters have in the process? Who will have the
"final say" in the comparisons - presumably the WMF?
All the best,
0207 065 0992
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On 29 October 2014 23:15, Michael Guss <mguss(a)wikimedia.org> wrote:
We are the Finance Fellows, a multicultural team consisting of 4 young
professionals. We are happy to introduce a 6-month movement-wide project
that focuses on the consistency of how we operate, which is explained
further in this announcement.
*But here's some information about us*:
Arda [User:Melmas_(WMF)] <
from Turkey. He holds a BA in Economics.
<https://meta.wikimedia.org/wiki/User:Lgillis_(WMF)> is from Belgium. She
holds a Master's degree in Applied Economics and a Master's degree in
<https://meta.wikimedia.org/wiki/User:Oolukoya_(WMF)> is from Nigeria. She
holds a Master's in International Business and a BSc in Economics.
<https://meta.wikimedia.org/wiki/User:Wagsegura_(WMF)> is from Nicaragua.
He holds a BA in Applied Economics.
*About the project "Movement-wide financial report"*
Driven by the Wikimedia Foundation's guiding principles of transparency and
accountability, our goal is to gather data and develop systematic metrics
in order to provide a better understanding of financial statements. The aim
is to help make financial data and statements more consistent and
comparable across all Wikimedia Chapters, Thematic Organizations, and the
Wikimedia Foundation, to the benefit of the whole movement.
The idea of this project comes from the WMF Board of Trustee's Audit
Committee and is supported by the Wikimedia Foundation. An initial
analysis of Wikimedia Chapters and Thematic Organizations
at Wikimania 2013 by Michal Buczyński (User:Aegis Maelstrom)
<https://en.wikipedia.org/wiki/User:Aegis_Maelstrom>, highlighted the
importance of meaningful, obtainable and unified data.
The Finance Fellows have been formed by WMF to spearhead this project. The
intention of this project is to enable Wikimedia Chapters and Thematic
Organizations to benchmark activities and costs in a consistent way. We
will begin by gathering comparable quantitative financial data about
Wikimedia Chapters and Thematic Organizations. Our findings will later be
released movement-wide, on Meta-Wiki.
Please note that this is not an audit process. We are simply collecting the
data and developing global metrics. The metric is an objective measurement
that will enable data to be consistent, meaningful and comparable among the
Wikimedia Chapters, Thematic Organizations, and the Wikimedia Foundation.
We will build on existing data sets and reach out to Chapters and Thematic
Organizations if further information is required. After processing the
gathered information, we will confirm the data with each organization.
In the long run, we envision that this project could be replicated
annually. In this attempt to enable Wikimedia Chapters, Thematic
Organizations, and the Wikimedia Foundation to help make the movement's
financial data more consistent, we rely on the data provided by the
organizations. We believe that there is enough data available to make a new
attempt on capturing the movement's finances as a whole.
A meta page <
created for the project, in order to make the information accessible to
everyone and create a space for discussion and/or suggestions. We strongly
encourage you to share with us what types of additional information is
And of course: This is all an experiment! If it does not work, we will try
to apply a modified 'agile' process by iterating, repeating, and trying
again based on the feedback we are getting. If this does not seem right, or
if it appears we are missing something obvious, please let us know!
WMF Finance Fellows (User:WMF Finance Fellows)
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