So as the discussion gotten off-track, as 100% volunteer for the past 7 years, I'll echo and support every line which Nicole, as a WMDE employee wrote. Thank you for summarize what many of us feel and think in a clear and detailed response.
On Tue, Feb 11, 2014 at 10:40 PM, Nicole Ebber nicole.ebber@wikimedia.dewrote:
Dear members of the Wikimedia Foundation Board of Trustees, dear Wikimedians,
I would like to share a few thoughts and questions with you. Thoughts and questions that I would love to see being addressed when talking about these movement issues. I have the feeling that this substantial decision is coming somewhat out of the blue, without a prior discussion among the broader movement – at least none that I am aware of. It would be helpful if you can provide some insights into the bigger picture or broader evaluation these decisions are based upon.
== User Groups == Not only two years ago, two new movement affiliate models were introduced, resulting from an extensive, transparent and collaborative process that involved all movement stakeholders. The current decision kind of neglects this process, the people involved, and its outcome.
At first sight, I can understand your approach of giving UGs time to develop governance as well as structures and experiment with their capacities. But since there is hardly any structured support for these young and aspiring volunteer groups to grow, to develop and to become trusted partners, I fear that time alone won’t do the trick.
Defining affiliates’ goals and providing guidance for development paths are inevitable tasks for a healthy movement, but it remains completely unclear who has (or should have) a mandate for this support. Without securing this support and empowerment, our movement might miss the unique chance to uncover the treasures of Free Knowledge around the world.
The most pressing question here remains: In an ideal world, how would an organization model for Wikimedia look like? And does the restriction of choices for affiliations' models help us to reach this goal? I’ve got the impression that this step is more a patch for the symptoms, while we as a movement should strive for a fix for a – yet unspecified – “problem”.
== FDC funding == Similar questions arise regarding the FDC freeze. Why now? Wouldn’t it make sense to wait for the FDC Advisory Group, who is charged with reviewing and evaluating the funds dissemination process as a whole? Do we have to understand this decision as a declaration of bankruptcy of the FDC process already? Which data is this freeze based upon?
For a young movement like ours, with a cause that is so new and unique, how can we even dare not to invest into exploring new territory, into finding the right things to do? Why do we not embrace all the exciting projects that the affiliate volunteers and staff are offering to our movement, and which fulfill our common mission? Together, we have to figure out the best balance between effectiveness-driven and money-driven decisions. We need to define what is meant by “healthy growth”, taking different circumstances and stages of development into account. The Wikimedia movement is in the luxury position that our donors generously support our endeavors, they trust us with our efforts to advance our mission, and I wonder if it is reasonable if we artificially limit the support that is available to our global movement.
Our whole grantmaking process is unique, we are pioneers within the non-profit world. And the same goes for the evaluation of our work. Of course, we are all – big and small – facing growing pains and need to scrutinize our processes over and over again. Does retracting from this experiment at such an early stage, without proper assessment and evaluation, reflect our movement’s culture of being bold and innovative?
What also puzzles me is the fact that on the one hand your decision encourages affiliates to seek funding from outside sources, but on the other hand speaks against building structures. One of the reasons for centralizing the fundraising in 2012 was the argument that chapters should focus on their work and leave the collection of funds to the WMF. Now that they have lost their capability and skills for raising funds, you not only ask affiliates and volunteer groups to start building up these capacities again, you also put them in jeopardy of becoming dependent from corporations, governments and other sponsors that we as a movement hardly have any control over. Would it not be a good idea to at least support the process and make WMF funds available to build up structures for a sustainable external fundraising, full of integrity?
== Outlook == My hope is that these decisions can serve as an initial spark to bring all involved parties together and frankly (I mean it!) discuss questions relevant for the future of our movement and the organizational structures that benefit our mission in the most effective way. I see several occasions in the not too distant future, for example:
In the FAQ, you are referring to the strategy process as the place to discuss and solve all these issues. It would be really helpful to know more about this process and the involvement of the different movement stakeholders.
Some of the topics covered in the decisions and FAQs are already on the agenda for the Wikimedia Conference[1], but it is still early enough to adjust the agenda accordingly. The program team is surely happy to help with figuring out how to best address these topics at the conference.
Best regards,
Nicole Ebber
[1] https://meta.wikimedia.org/wiki/Wikimedia_Conference_2014/Programme#Theme_1:...
On 11 February 2014 19:46, Dariusz Jemielniak darekj@alk.edu.pl wrote:
that is correct (about the FDC involvement; we have not participated in consulting or idea exchange in any systematic way).
dj "pundit"
On Tue, Feb 11, 2014 at 7:37 PM, Gregory Varnum <
gregory.varnum@gmail.com>wrote:
While AffCom will likely be making an official statement later, I am
having
a hard time not chiming in and I do think it is worth pointing out that AffCom was not consulted in a manner I think most of us would have
imagined
occurring. I have noticed it mentioned a few times that our feedback was taken into consideration, but that may give the wrong idea of what happened.
While it is true we provided feedback before the decision was made, I
would
not consider it consulting with us or even communicating with AffCom in
a
way that allowed us to provide the level of feedback I think the
community
has come to expect. Frankly we got a lot of our information second-hand, and am still not sure personally we know the full story. My personal expectation would have involved a lot more communication before the decision was made, and most importantly, some two-way dialogue. At the
very
least I think the chairs of FDC and AffCom should have been looped into parts of the conversation during the meeting.
I think it is fair to say that AffCom got notice before the broader community, and we had opportunities to express our concerns and
objections
- however I would not characterize it as a conversation or true feedback
gathering. I am not personally convinced it was taken into much consideration as the people proposing this bad idea were physically
there
to speak to their idea, but no one opposed to it was invited. My understanding is the same was true for FDC - but I obviously cannot
speak
to that.
Aside from my disappointment in the decision, I am perhaps even more disappointed with the process. Without going into lengthy details, I was not impressed with how AffCom was consulted on this (or not consulted depending on your take) and frankly the board's attitude I think calls
into
question their true interest in utilizing FDC and AffCom as actual
advisors
to the board. In a world and movement so woven into technology, the
notion
that we could not bring some "advisors" in for parts of these meetings
just
doesn't make sense to me. I recognize that has not generally been done,
but
that seems like something to change and not a pattern to stay within.
I also want to be clear that I have a lot of empathy for the board,
these
are difficult roles, and I think the people in them are genuinely trying their best. I like them all on a personal level, and am confident these disagrees won't harm that. I also know that while the board stands
united,
these decisions are not privately made without debate. However, they are our board and I think sharing concerns like this is a healthy part of
the
process. Some of the tone people have taken on this thread is less
helpful,
and I hope we can get it back on a more civil track.
-greg
PS. I send this a volunteer and not wearing any official AffCom or WM anything hat (although that hat obviously formed my opinion).
On Tue, Feb 11, 2014 at 12:59 PM, Cynthia Ashley-Nelson < cindamuse@gmail.com
wrote:
Consensus indicates that the implementation of this decision will
greatly
hinder the work of affiliates.It may help to disclose the initial
problem
statement presented to the Board, which resulted in the establishment
of
these new guidelines.What resolution is the Board seeking to achieve?
In
the Board discussion that took place, were there other options
presented?
If so, can the Board disclose what these were and why they were disregarded? How will the implementation of this decision bring about progress and benefit the movement on a global basis?
Best regards,
Cynthia Ashley-Nelson
On Tue, Feb 11, 2014 at 5:36 AM, Jan-Bart de Vreede < jdevreede@wikimedia.org
wrote:
Dear Frederic,
On 11 Feb 2014, at 10:44, Frédéric Schütz schutz@mathgen.ch
wrote:
On 11/02/14 09:03, phoebe ayers wrote:
Hi Phoebe,
thanks for your answer !
>> It is indeed up to the WMF to decide the conditions a group must
have
>> achieved before being recognized as a chapter or thematic
organization.
>> However, this is an assessment at a given point in time. How the
group
>> actually got there should have no influence on the result. >> > > Should it not? I think we disagree on that point. We want the
group
to
do
> stuff, to have a great track record, to show some evidence that
they
will
> stay active if we call them a Wikimedia chapter -- not just to
prove
that
> they have a good lawyer in the group who can draw up bylaws.
(That's
the
> crux of the matter, not the "user group" label, as far as I'm
concerned).
What you say makes a lot of sense, but it is disconnected from the actual decision. Your decision is not "you should have a good
track
record", it is "you should have a good track record AND NOT have
bylaws".
What I understand the board is saying is: "if you have a fantastic
track
record over the past two years, and you have successfully
incorporated
two years ago, and have maybe even managed somehow to attract
external
funding to conduct your projects, then sorry, this is exactly the
kind
of organization we do *not* want as a Wikimedia chapter or
thematic
organization".
How can this possibly be something positive for the movement ?
I think you misunderstand us, can you tell me where you got this impression, because it is the wrong one. We are saying that a track
record
is important, and much more important that the previous focus on
having
bylaws. This because we know that a proven track record is a very
good
indicator of the chances of succes of a chapter or thematic
organisation.
>> I see that the WMF ED suggested the change, and that it was not
endorsed
>> by the Affcom (which is interesting in itself). But why doesn't
the
>> community have a chance to comment on how it should organize
itself ?
I'd love to hear your comment about this point. Agreeing with
Itzik,
I
don't really understand why we are having this discussion after
the
discussion has already been made (and, indeed, will not change
whatever
amount of discussion we have) and not before.
Its not like the community does not have a chance to comment on how
it
should organise itself. There are several ways to organise yourself (including the user group entity which can benefit greatly from the recently improved trademark policy). The board has indicated that
there
is
now an additional requirement for becoming a chapter/thematic
organisation,
which is just ONE way of organising yourself. The chapter/thematic
choice
brings with it a lot of responsibility and we feel that our measure
will
help us fulfil our responsibility of being able to approve both
chapters
and thematic organisations while adhering to our governance
responsibility.
For the record: The board took the feedback from both the AffCom and
FDC
into account and then made its decision, based on factors that were
really
the responsibility of the board. I respect the volunteers within
both
committees tremendously, but it in the end it really was a decision
which
was taken while taking into account the entire picture (pieces of
which
were provided by the Affcom and FDC).
<SNIP>
> > thinks the user group framework absolutely won't work -- well,
let
us
know.
> We are not unreasonable heartless people! But we are trying to
get
us
all
> on a different footing in how we view incorporation of groups.
The burden of the proof should be on the WMF board to explain why
this
proposal makes sense, and what positive outcome it brings to the community -- not on motivated community members who have to beg to
get
exceptions.
Hmmm.... I would say that
- We made a decision in which we took several factors into account
- We recognise that there might be situations which we might not
have
taken into account and we invite you to let us know it you think
this
is
the case.
would be better than the alternative of not being open to feedback
about
the decision's impact in specific cases.
I don't think I have seen much concrete rationale for this
decision
beyond vague comments and concerns which I can only call
patronizing
("hey, users, we know how you should spend your time and organize yourself; no, no, don't think about creating a formal structure,
it
is
bad for your health. And bad for the movement; will anyone think
of
the
movement ?")
I really think that the FAQ gives a pretty good indication. What
concerns
me (and other board members) is the fact that there is a natural
tendency
to incorporate a group of volunteers into a chapter or thematic organisation even if there is no real track record or a good reason
to
want
to do so (especially since the revised trademark policy gives user
groups
much more freedom to make use of the trademarks). Chapters and
Thematic
organisations are an essential part of the movement and we would
like
each
and every one to succeed in furthering the goals of the movement as
a
whole. Asking these groups to be a user group for the first two
years
while
doing programmatic work really gives a good indication of the
ability
of
the "future chapter/thematic organisation" to succeed.
We also reference the strategic planning which is due to start this summer. One of the things we really have to solve is the roles/responsibilities/privileges of each player in the movement.
The
basic
answer to the questions:
- What are our long term goals
- Who is best positioned to achieve these goals
should lead to a "who does what" picture of the movement (and maybe
just
as important "who will stop doing what"), and it is on the basis of
this
picture and the underlying goals that we should create and fund
different
players in the movement. I would argue that at this time the
picture is
not
as clear as it should be before committing the resources we
currently
commit to it.
(just as a small note: when I talk about movement I mean the range
from
the individual volunteer to the Wikimedia Foundation itself)
As a side note, this is the only point that I will keep from
Rupert's
email: this decision completely ignores international cultural differences in terms of funding, fundraising and organization in general. Indeed, in a quote above, you talk about "good lawyer in
the
group who can draw up bylaws"; this reinforces the incorrect
premise
your decision is based on: that incorporation is a complicated and bureaucratic process that should be avoided. And this is something
that
can not be decided globally.
This is true. But to be clear, its not the possible "bureaucratic"
aspect
which concerns us greatly (as I mentioned above).
Frédéric
Regards
Jan-Bart de Vreede Chair Board of Trustees Wikimedia Foundation
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