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Samuel Klein

18 May 2021 18 May '21

3:11 a.m.

Dear list, Risker posed an excellent question in the AffCom thread about *review and development of movement funding*, which could use its own dedicated thread. Riffing on the theme, here are a dozen questions for anyone who knows part of the answer -- particularly those who helped develop the 2019 recommendations on resource allocation <http://Strategy/Wikimedia_movement/2018-20/Working_Groups/Resource_Allocation#Recommendations> , the 2020 approach to hubs and participatory resource allocation <https://meta.wikimedia.org/wiki/Strategy/Wikimedia_movement/2018-20/Recommendations/Ensure_Equity_in_Decision-making#Participatory_resource_allocation>, and the grants strategy relaunch <https://meta.wikimedia.org/wiki/Community_Resources/Grants_Strategy_Relaunch_2020-2021> . We can move this discussion to meta <https://meta.wikimedia.org/wiki/MSIG> if the thread becomes unwieldy. (: *1. Current state of movement funding* 1a. Roughly what % of global fundraising is currently allocated to affiliates, or other entities + projects not run by the WMF? (*my poor guess <User:Sj/wikilibrium#Timeline_of_funds_distribution>*) 1b. Roughly how much regional fundraising goes directly to major affiliates? 1c. Which affiliates with annual plan grants have been growing over time, and how is the expansion of existing budgets approved? 1d. Which affiliates have gotten their first APG in the past five years, and how has that developed over time? *2. Current review process* 2a. How is funding by WMF of movement affiliates (general operations, and large specific projects) currently determined? Does the Board engage with this? 2b. Is the funding of affiliate work linked to goals of increasing equity across the world, and supporting underrepresented communities? If so, how / how is this visualized? 2c. What other mechanisms for focusing and allocating resources are good examples to replicate? 2d. What other bilateral projects (such as joint projects, and grant or microgrant programs), run by large affiliates and hubs other than the WMF, currently exist? Which seem like examples to replicate? *3. Desired futures!* 3a. What movement bodies are expected to play any role in recommendations about funding (extending, withdrawing, denying funding) to new and existing affiliates, now that the FDC is inactive? 3b. Is there a possibility of the FDC returning? How do past FDC members have about this? What was found to be good and bad about the FDC process? 3c. What elements of this is the global council expected to take up in its first year? What elements are hubs expected to take up, now and in the future? 3d. What roles do we envision each of {WMF, hubs, affiliates, community members} to play in reviewing movement budgets/plans and the volume and focus of future funding [re]allocation?

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Dimitar Parvanov Dimitrov

18 May 18 May

6:51 p.m.

Hi Samuel, Thanks for structuring these questions regarding funding and fundraising. I just wanted to pitch in a +1. It would be very useful to have answers to some of these for our public facing work. Such questions pop up naturally in conversations and the more granular we can be in our answers the better the reaction we get. Cheers, Dimi На пн, 17.05.2021 г. в 21:13 ч. Samuel Klein <meta.sj(a)gmail.com> написа:

...

Dear list, Risker posed an excellent question in the AffCom thread about *review and development of movement funding*, which could use its own dedicated thread. Riffing on the theme, here are a dozen questions for anyone who knows part of the answer -- particularly those who helped develop the 2019 recommendations on resource allocation <http://Strategy/Wikimedia_movement/2018-20/Working_Groups/Resource_Allocation#Recommendations> , the 2020 approach to hubs and participatory resource allocation <https://meta.wikimedia.org/wiki/Strategy/Wikimedia_movement/2018-20/Recommendations/Ensure_Equity_in_Decision-making#Participatory_resource_allocation>, and the grants strategy relaunch <https://meta.wikimedia.org/wiki/Community_Resources/Grants_Strategy_Relaunch_2020-2021> . We can move this discussion to meta <https://meta.wikimedia.org/wiki/MSIG> if the thread becomes unwieldy. (: *1. Current state of movement funding* 1a. Roughly what % of global fundraising is currently allocated to affiliates, or other entities + projects not run by the WMF? (*my poor guess*) 1b. Roughly how much regional fundraising goes directly to major affiliates? 1c. Which affiliates with annual plan grants have been growing over time, and how is the expansion of existing budgets approved? 1d. Which affiliates have gotten their first APG in the past five years, and how has that developed over time? *2. Current review process* 2a. How is funding by WMF of movement affiliates (general operations, and large specific projects) currently determined? Does the Board engage with this? 2b. Is the funding of affiliate work linked to goals of increasing equity across the world, and supporting underrepresented communities? If so, how / how is this visualized? 2c. What other mechanisms for focusing and allocating resources are good examples to replicate? 2d. What other bilateral projects (such as joint projects, and grant or microgrant programs), run by large affiliates and hubs other than the WMF, currently exist? Which seem like examples to replicate? *3. Desired futures!* 3a. What movement bodies are expected to play any role in recommendations about funding (extending, withdrawing, denying funding) to new and existing affiliates, now that the FDC is inactive? 3b. Is there a possibility of the FDC returning? How do past FDC members have about this? What was found to be good and bad about the FDC process? 3c. What elements of this is the global council expected to take up in its first year? What elements are hubs expected to take up, now and in the future? 3d. What roles do we envision each of {WMF, hubs, affiliates, community members} to play in reviewing movement budgets/plans and the volume and focus of future funding [re]allocation? _______________________________________________ Wikimedia-l mailing list -- wikimedia-l(a)lists.wikimedia.org, guidelines at: https://meta.wikimedia.org/wiki/Mailing_lists/Guidelines and https://meta.wikimedia.org/wiki/Wikimedia-l To unsubscribe send an email to wikimedia-l-leave(a)lists.wikimedia.org

Samuel Klein

19 May 19 May

12:31 a.m.

:) Dimi, do you know of reports on subsets of this, for groups and projects in Europe? I discovered to my delight a beautiful summary of WMF grants made up to 2020 <https://meta.wikimedia.org/wiki/Grantmaking/Reports/2019-2020> -- thanks Guillaume! -- which partly answers the first question. But this does not include donations + external grant funding that directly supports affiliates. One other point -- It was noted that 3a and 3d seem similar. I updated these Qs on meta <https://meta.wikimedia.org/wiki/Talk:MSIG> to be clearer. I meant: *3a*: What groups do we envision making individual funding recommendations? [timing, who decides, what constraints] *3d*: How do we envision reviewing how things are going? [peer feedback on budgets and plans, reflection on the overall balance of funding across the movement.] These inform one another, but are distinct. And the first is more than just updating current processes: major gaps to fill include funding for projects under $500, and multi-year funding for infrastructure and projects -- among the most common requests. SJ On Tue, May 18, 2021 at 6:52 AM Dimitar Parvanov Dimitrov < dimitar.parvanov.dimitrov(a)gmail.com> wrote:

...

Dear list, Risker posed an excellent question in the AffCom thread about *review and development of movement funding*, which could use its own dedicated thread. Riffing on the theme, here are a dozen questions for anyone who knows part of the answer -- particularly those who helped develop the 2019 recommendations on resource allocation <http://Strategy/Wikimedia_movement/2018-20/Working_Groups/Resource_Allocation#Recommendations> , the 2020 approach to hubs and participatory resource allocation <https://meta.wikimedia.org/wiki/Strategy/Wikimedia_movement/2018-20/Recommendations/Ensure_Equity_in_Decision-making#Participatory_resource_allocation>, and the grants strategy relaunch <https://meta.wikimedia.org/wiki/Community_Resources/Grants_Strategy_Relaunch_2020-2021> . We can move this discussion to meta <https://meta.wikimedia.org/wiki/MSIG> if the thread becomes unwieldy. (: *1. Current state of movement funding* 1a. Roughly what % of global fundraising is currently allocated to affiliates, or other entities + projects not run by the WMF? (*my poor guess*) 1b. Roughly how much regional fundraising goes directly to major affiliates? 1c. Which affiliates with annual plan grants have been growing over time, and how is the expansion of existing budgets approved? 1d. Which affiliates have gotten their first APG in the past five years, and how has that developed over time? *2. Current review process* 2a. How is funding by WMF of movement affiliates (general operations, and large specific projects) currently determined? Does the Board engage with this? 2b. Is the funding of affiliate work linked to goals of increasing equity across the world, and supporting underrepresented communities? If so, how / how is this visualized? 2c. What other mechanisms for focusing and allocating resources are good examples to replicate? 2d. What other bilateral projects (such as joint projects, and grant or microgrant programs), run by large affiliates and hubs other than the WMF, currently exist? Which seem like examples to replicate? *3. Desired futures!* 3a. What movement bodies are expected to play any role in recommendations about funding (extending, withdrawing, denying funding) to new and existing affiliates, now that the FDC is inactive? 3b. Is there a possibility of the FDC returning? How do past FDC members have about this? What was found to be good and bad about the FDC process? 3c. What elements of this is the global council expected to take up in its first year? What elements are hubs expected to take up, now and in the future? 3d. What roles do we envision each of {WMF, hubs, affiliates, community members} to play in reviewing movement budgets/plans and the volume and focus of future funding [re]allocation? _______________________________________________ Wikimedia-l mailing list -- wikimedia-l(a)lists.wikimedia.org, guidelines at: https://meta.wikimedia.org/wiki/Mailing_lists/Guidelines and https://meta.wikimedia.org/wiki/Wikimedia-l To unsubscribe send an email to wikimedia-l-leave(a)lists.wikimedia.org

_______________________________________________ Wikimedia-l mailing list -- wikimedia-l(a)lists.wikimedia.org, guidelines at: https://meta.wikimedia.org/wiki/Mailing_lists/Guidelines and https://meta.wikimedia.org/wiki/Wikimedia-l To unsubscribe send an email to wikimedia-l-leave(a)lists.wikimedia.org

-- Samuel Klein @metasj w:user:sj +1 617 529 4266

Julia Brungs

5:04 p.m.

Dear SJ, Thank you very much for your questions here and on meta. We are working on answering them and will post the answers on meta (don't worry I will reply to this thread again when the answers are live so people can go and find them). Best wishes, Julia On Tue, May 18, 2021 at 7:32 PM Samuel Klein <meta.sj(a)gmail.com> wrote:

...

Dear list, Risker posed an excellent question in the AffCom thread about *review and development of movement funding*, which could use its own dedicated thread. Riffing on the theme, here are a dozen questions for anyone who knows part of the answer -- particularly those who helped develop the 2019 recommendations on resource allocation <http://Strategy/Wikimedia_movement/2018-20/Working_Groups/Resource_Allocation#Recommendations> , the 2020 approach to hubs and participatory resource allocation <https://meta.wikimedia.org/wiki/Strategy/Wikimedia_movement/2018-20/Recommendations/Ensure_Equity_in_Decision-making#Participatory_resource_allocation>, and the grants strategy relaunch <https://meta.wikimedia.org/wiki/Community_Resources/Grants_Strategy_Relaunch_2020-2021> . We can move this discussion to meta <https://meta.wikimedia.org/wiki/MSIG> if the thread becomes unwieldy. (: *1. Current state of movement funding* 1a. Roughly what % of global fundraising is currently allocated to affiliates, or other entities + projects not run by the WMF? (*my poor guess*) 1b. Roughly how much regional fundraising goes directly to major affiliates? 1c. Which affiliates with annual plan grants have been growing over time, and how is the expansion of existing budgets approved? 1d. Which affiliates have gotten their first APG in the past five years, and how has that developed over time? *2. Current review process* 2a. How is funding by WMF of movement affiliates (general operations, and large specific projects) currently determined? Does the Board engage with this? 2b. Is the funding of affiliate work linked to goals of increasing equity across the world, and supporting underrepresented communities? If so, how / how is this visualized? 2c. What other mechanisms for focusing and allocating resources are good examples to replicate? 2d. What other bilateral projects (such as joint projects, and grant or microgrant programs), run by large affiliates and hubs other than the WMF, currently exist? Which seem like examples to replicate? *3. Desired futures!* 3a. What movement bodies are expected to play any role in recommendations about funding (extending, withdrawing, denying funding) to new and existing affiliates, now that the FDC is inactive? 3b. Is there a possibility of the FDC returning? How do past FDC members have about this? What was found to be good and bad about the FDC process? 3c. What elements of this is the global council expected to take up in its first year? What elements are hubs expected to take up, now and in the future? 3d. What roles do we envision each of {WMF, hubs, affiliates, community members} to play in reviewing movement budgets/plans and the volume and focus of future funding [re]allocation? _______________________________________________ Wikimedia-l mailing list -- wikimedia-l(a)lists.wikimedia.org, guidelines at: https://meta.wikimedia.org/wiki/Mailing_lists/Guidelines and https://meta.wikimedia.org/wiki/Wikimedia-l To unsubscribe send an email to wikimedia-l-leave(a)lists.wikimedia.org

-- Samuel Klein @metasj w:user:sj +1 617 529 4266 _______________________________________________ Wikimedia-l mailing list -- wikimedia-l(a)lists.wikimedia.org, guidelines at: https://meta.wikimedia.org/wiki/Mailing_lists/Guidelines and https://meta.wikimedia.org/wiki/Wikimedia-l To unsubscribe send an email to wikimedia-l-leave(a)lists.wikimedia.org

Alexander N Krassotkin

20 May 20 May

1:34 p.m.

Dear Samuel, Just a note... "The mission of the Wikimedia Foundation is to empower and engage people around the world to collect and develop educational content under a free license or in the public domain, and to disseminate it effectively and globally". https://wikimediafoundation.org/about/mission/ But not "increasing equity across the world". You can create separate funds for this and other good purposes. sasha. On Wed, May 19, 2021 at 12:05 PM Julia Brungs <jbrungs(a)wikimedia.org> wrote: > > Dear SJ, > > Thank you very much for your questions here and on meta. We are working on answering them and will post the answers on meta (don't worry I will reply to this thread again when the answers are live so people can go and find them). > > Best wishes, > Julia > > > On Tue, May 18, 2021 at 7:32 PM Samuel Klein <meta.sj(a)gmail.com> wrote: >> >> :) Dimi, do you know of reports on subsets of this, for groups and projects in Europe? I discovered to my delight a beautiful summary of WMF grants made up to 2020 -- thanks Guillaume! -- which partly answers the first question. But this does not include donations + external grant funding that directly supports affiliates. >> >> One other point -- It was noted that 3a and 3d seem similar. I updated these Qs on meta to be clearer. I meant: >> >> 3a: What groups do we envision making individual funding recommendations? [timing, who decides, what constraints] >> 3d: How do we envision reviewing how things are going? [peer feedback on budgets and plans, reflection on the overall balance of funding across the movement.] >> >> These inform one another, but are distinct. And the first is more than just updating current processes: major gaps to fill include funding for projects under $500, and multi-year funding for infrastructure and projects -- among the most common requests. >> >> SJ >> >> >> On Tue, May 18, 2021 at 6:52 AM Dimitar Parvanov Dimitrov <dimitar.parvanov.dimitrov(a)gmail.com> wrote: >>> >>> Hi Samuel, >>> >>> Thanks for structuring these questions regarding funding and fundraising. I just wanted to pitch in a +1. >>> >>> It would be very useful to have answers to some of these for our public facing work. Such questions pop up naturally in conversations and the more granular we can be in our answers the better the reaction we get. >>> >>> Cheers, >>> Dimi >>> >>> На пн, 17.05.2021 г. в 21:13 ч. Samuel Klein <meta.sj(a)gmail.com> написа: >>>> >>>> Dear list, >>>> >>>> Risker posed an excellent question in the AffCom thread about review and development of movement funding, which could use its own dedicated thread. Riffing on the theme, here are a dozen questions for anyone who knows part of the answer -- particularly those who helped develop the 2019 recommendations on resource allocation , the 2020 approach to hubs and participatory resource allocation, and the grants strategy relaunch. >>>> >>>> We can move this discussion to meta if the thread becomes unwieldy. (: >>>> >>>> 1. Current state of movement funding >>>> >>>> 1a. Roughly what % of global fundraising is currently allocated to affiliates, or other entities + projects not run by the WMF? (my poor guess) >>>> >>>> 1b. Roughly how much regional fundraising goes directly to major affiliates? >>>> >>>> 1c. Which affiliates with annual plan grants have been growing over time, and how is the expansion of existing budgets approved? >>>> >>>> 1d. Which affiliates have gotten their first APG in the past five years, and how has that developed over time? >>>> >>>> 2. Current review process >>>> >>>> 2a. How is funding by WMF of movement affiliates (general operations, and large specific projects) currently determined? Does the Board engage with this? >>>> >>>> 2b. Is the funding of affiliate work linked to goals of increasing equity across the world, and supporting underrepresented communities? If so, how / how is this visualized? >>>> >>>> 2c. What other mechanisms for focusing and allocating resources are good examples to replicate? >>>> >>>> 2d. What other bilateral projects (such as joint projects, and grant or microgrant programs), run by large affiliates and hubs other than the WMF, currently exist? Which seem like examples to replicate? >>>> >>>> 3. Desired futures! >>>> >>>> 3a. What movement bodies are expected to play any role in recommendations about funding (extending, withdrawing, denying funding) to new and existing affiliates, now that the FDC is inactive? >>>> >>>> 3b. Is there a possibility of the FDC returning? How do past FDC members have about this? What was found to be good and bad about the FDC process? >>>> >>>> 3c. What elements of this is the global council expected to take up in its first year? What elements are hubs expected to take up, now and in the future? >>>> >>>> 3d. What roles do we envision each of {WMF, hubs, affiliates, community members} to play in reviewing movement budgets/plans and the volume and focus of future funding [re]allocation? >>>> >>>> >>>> _______________________________________________ >>>> Wikimedia-l mailing list -- wikimedia-l(a)lists.wikimedia.org, guidelines at: https://meta.wikimedia.org/wiki/Mailing_lists/Guidelines and https://meta.wikimedia.org/wiki/Wikimedia-l >>>> To unsubscribe send an email to wikimedia-l-leave(a)lists.wikimedia.org >>> >>> _______________________________________________ >>> Wikimedia-l mailing list -- wikimedia-l(a)lists.wikimedia.org, guidelines at: https://meta.wikimedia.org/wiki/Mailing_lists/Guidelines and https://meta.wikimedia.org/wiki/Wikimedia-l >>> To unsubscribe send an email to wikimedia-l-leave(a)lists.wikimedia.org >> >> >> >> -- >> Samuel Klein @metasj w:user:sj +1 617 529 4266 >> _______________________________________________ >> Wikimedia-l mailing list -- wikimedia-l(a)lists.wikimedia.org, guidelines at: https://meta.wikimedia.org/wiki/Mailing_lists/Guidelines and https://meta.wikimedia.org/wiki/Wikimedia-l >> To unsubscribe send an email to wikimedia-l-leave(a)lists.wikimedia.org > > _______________________________________________ > Wikimedia-l mailing list -- wikimedia-l(a)lists.wikimedia.org, guidelines at: https://meta.wikimedia.org/wiki/Mailing_lists/Guidelines and https://meta.wikimedia.org/wiki/Wikimedia-l > To unsubscribe send an email to wikimedia-l-leave(a)lists.wikimedia.org

Adam Wight

3:18 p.m.

In case there really is a question about whether we should be working towards greater equity, please see the Wikimedia Foundation's vision statement [1],

...

Imagine a world in which every single human being can freely share in

the sum of all knowledge. That's our commitment and in more detail [2],

...

... our goal is to impact the largest-possible number of readers and

contributors, and to eliminate barriers that could preclude people from accessing or contributing to our projects ... Since sj's point is in the context of Wikimedia, "goals of increasing equity across the world, and supporting underrepresented communities" should be understood as "goals of increasing equity [to read and contribute to Wikimedia projects] across the world, and supporting underrepresented [Wikimedia] communities". Please correct me if I've misunderstood these affiliate review suggestions. Regards, [[mw:User:Adamw]] [1] https://meta.wikimedia.org/wiki/Vision [2] https://meta.wikimedia.org/wiki/Wikimedia_Foundation_Guiding_Principles#Ser… On 5/20/21 7:34 AM, Alexander N Krassotkin wrote: > Dear Samuel, > > Just a note... > > "The mission of the Wikimedia Foundation is to empower and engage > people around the world to collect and develop educational content > under a free license or in the public domain, and to disseminate it > effectively and globally". > https://wikimediafoundation.org/about/mission/ > > But not "increasing equity across the world". > > You can create separate funds for this and other good purposes. > > sasha. > > On Wed, May 19, 2021 at 12:05 PM Julia Brungs <jbrungs(a)wikimedia.org> wrote: >> Dear SJ, >> >> Thank you very much for your questions here and on meta. We are working on answering them and will post the answers on meta (don't worry I will reply to this thread again when the answers are live so people can go and find them). >> >> Best wishes, >> Julia >> >> >> On Tue, May 18, 2021 at 7:32 PM Samuel Klein <meta.sj(a)gmail.com> wrote: >>> :) Dimi, do you know of reports on subsets of this, for groups and projects in Europe? I discovered to my delight a beautiful summary of WMF grants made up to 2020 -- thanks Guillaume! -- which partly answers the first question. But this does not include donations + external grant funding that directly supports affiliates. >>> >>> One other point -- It was noted that 3a and 3d seem similar. I updated these Qs on meta to be clearer. I meant: >>> >>> 3a: What groups do we envision making individual funding recommendations? [timing, who decides, what constraints] >>> 3d: How do we envision reviewing how things are going? [peer feedback on budgets and plans, reflection on the overall balance of funding across the movement.] >>> >>> These inform one another, but are distinct. And the first is more than just updating current processes: major gaps to fill include funding for projects under $500, and multi-year funding for infrastructure and projects -- among the most common requests. >>> >>> SJ >>> >>> >>> On Tue, May 18, 2021 at 6:52 AM Dimitar Parvanov Dimitrov <dimitar.parvanov.dimitrov(a)gmail.com> wrote: >>>> Hi Samuel, >>>> >>>> Thanks for structuring these questions regarding funding and fundraising. I just wanted to pitch in a +1. >>>> >>>> It would be very useful to have answers to some of these for our public facing work. Such questions pop up naturally in conversations and the more granular we can be in our answers the better the reaction we get. >>>> >>>> Cheers, >>>> Dimi >>>> >>>> На пн, 17.05.2021 г. в 21:13 ч. Samuel Klein <meta.sj(a)gmail.com> написа: >>>>> Dear list, >>>>> >>>>> Risker posed an excellent question in the AffCom thread about review and development of movement funding, which could use its own dedicated thread. Riffing on the theme, here are a dozen questions for anyone who knows part of the answer -- particularly those who helped develop the 2019 recommendations on resource allocation , the 2020 approach to hubs and participatory resource allocation, and the grants strategy relaunch. >>>>> >>>>> We can move this discussion to meta if the thread becomes unwieldy. (: >>>>> >>>>> 1. Current state of movement funding >>>>> >>>>> 1a. Roughly what % of global fundraising is currently allocated to affiliates, or other entities + projects not run by the WMF? (my poor guess) >>>>> >>>>> 1b. Roughly how much regional fundraising goes directly to major affiliates? >>>>> >>>>> 1c. Which affiliates with annual plan grants have been growing over time, and how is the expansion of existing budgets approved? >>>>> >>>>> 1d. Which affiliates have gotten their first APG in the past five years, and how has that developed over time? >>>>> >>>>> 2. Current review process >>>>> >>>>> 2a. How is funding by WMF of movement affiliates (general operations, and large specific projects) currently determined? Does the Board engage with this? >>>>> >>>>> 2b. Is the funding of affiliate work linked to goals of increasing equity across the world, and supporting underrepresented communities? If so, how / how is this visualized? >>>>> >>>>> 2c. What other mechanisms for focusing and allocating resources are good examples to replicate? >>>>> >>>>> 2d. What other bilateral projects (such as joint projects, and grant or microgrant programs), run by large affiliates and hubs other than the WMF, currently exist? Which seem like examples to replicate? >>>>> >>>>> 3. Desired futures! >>>>> >>>>> 3a. What movement bodies are expected to play any role in recommendations about funding (extending, withdrawing, denying funding) to new and existing affiliates, now that the FDC is inactive? >>>>> >>>>> 3b. Is there a possibility of the FDC returning? How do past FDC members have about this? What was found to be good and bad about the FDC process? >>>>> >>>>> 3c. What elements of this is the global council expected to take up in its first year? What elements are hubs expected to take up, now and in the future? >>>>> >>>>> 3d. What roles do we envision each of {WMF, hubs, affiliates, community members} to play in reviewing movement budgets/plans and the volume and focus of future funding [re]allocation? >>>>> >>>>> >>>>> _______________________________________________ >>>>> Wikimedia-l mailing list -- wikimedia-l(a)lists.wikimedia.org, guidelines at: https://meta.wikimedia.org/wiki/Mailing_lists/Guidelines and https://meta.wikimedia.org/wiki/Wikimedia-l >>>>> To unsubscribe send an email to wikimedia-l-leave(a)lists.wikimedia.org >>>> _______________________________________________ >>>> Wikimedia-l mailing list -- wikimedia-l(a)lists.wikimedia.org, guidelines at: https://meta.wikimedia.org/wiki/Mailing_lists/Guidelines and https://meta.wikimedia.org/wiki/Wikimedia-l >>>> To unsubscribe send an email to wikimedia-l-leave(a)lists.wikimedia.org >>> >>> >>> -- >>> Samuel Klein @metasj w:user:sj +1 617 529 4266 >>> _______________________________________________ >>> Wikimedia-l mailing list -- wikimedia-l(a)lists.wikimedia.org, guidelines at: https://meta.wikimedia.org/wiki/Mailing_lists/Guidelines and https://meta.wikimedia.org/wiki/Wikimedia-l >>> To unsubscribe send an email to wikimedia-l-leave(a)lists.wikimedia.org >> _______________________________________________ >> Wikimedia-l mailing list -- wikimedia-l(a)lists.wikimedia.org, guidelines at: https://meta.wikimedia.org/wiki/Mailing_lists/Guidelines and https://meta.wikimedia.org/wiki/Wikimedia-l >> To unsubscribe send an email to wikimedia-l-leave(a)lists.wikimedia.org > _______________________________________________ > Wikimedia-l mailing list -- wikimedia-l(a)lists.wikimedia.org, guidelines at: https://meta.wikimedia.org/wiki/Mailing_lists/Guidelines and https://meta.wikimedia.org/wiki/Wikimedia-l > To unsubscribe send an email to wikimedia-l-leave(a)lists.wikimedia.org

Samuel Klein

21 May 21 May

10:50 a.m.

Adam: well put. We may want to translate '*Service and equity*', from recent strategy discussions, more widely: into a range of contexts as well as languages. 🌍🌏🌎🌑 On Thu., May 20, 2021, 3:19 a.m. Adam Wight, <adam.wight(a)wikimedia.de> wrote:

...

In case there really is a question about whether we should be working towards greater equity, please see the Wikimedia Foundation's vision statement [1],

Imagine a world in which every single human being can freely share in

the sum of all knowledge. That's our commitment and in more detail [2],

... our goal is to impact the largest-possible number of readers and

wrote:

> Dear SJ, > > Thank you very much for your questions here and on meta. We are working

on answering them and will post the answers on meta (don't worry I will reply to this thread again when the answers are live so people can go and find them).

> > Best wishes, > Julia > > > On Tue, May 18, 2021 at 7:32 PM Samuel Klein <meta.sj(a)gmail.com> wrote: >> :) Dimi, do you know of reports on subsets of this, for groups and

projects in Europe? I discovered to my delight a beautiful summary of WMF grants made up to 2020 -- thanks Guillaume! -- which partly answers the first question. But this does not include donations + external grant funding that directly supports affiliates.

>> >> One other point -- It was noted that 3a and 3d seem similar. I

updated these Qs on meta to be clearer. I meant:

>> >> 3a: What groups do we envision making individual funding

recommendations? [timing, who decides, what constraints]

>> 3d: How do we envision reviewing how things are going? [peer

feedback on budgets and plans, reflection on the overall balance of funding across the movement.]

>> >> These inform one another, but are distinct. And the first is more

than just updating current processes: major gaps to fill include funding for projects under $500, and multi-year funding for infrastructure and projects -- among the most common requests.

>> >> SJ >> >> >> On Tue, May 18, 2021 at 6:52 AM Dimitar Parvanov Dimitrov <

dimitar.parvanov.dimitrov(a)gmail.com> wrote:

>>> Hi Samuel, >>> >>> Thanks for structuring these questions regarding funding and

fundraising. I just wanted to pitch in a +1.

>>> >>> It would be very useful to have answers to some of these for our

public facing work. Such questions pop up naturally in conversations and the more granular we can be in our answers the better the reaction we get.

>>> >>> Cheers, >>> Dimi >>> >>> На пн, 17.05.2021 г. в 21:13 ч. Samuel Klein <meta.sj(a)gmail.com>

написа:

>>>> Dear list, >>>> >>>> Risker posed an excellent question in the AffCom thread about review

and development of movement funding, which could use its own dedicated thread. Riffing on the theme, here are a dozen questions for anyone who knows part of the answer -- particularly those who helped develop the 2019 recommendations on resource allocation , the 2020 approach to hubs and participatory resource allocation, and the grants strategy relaunch.

>>>> >>>> We can move this discussion to meta if the thread becomes unwieldy.

>>>> >>>> 1. Current state of movement funding >>>> >>>> 1a. Roughly what % of global fundraising is currently allocated to

affiliates, or other entities + projects not run by the WMF? (my poor guess)

>>>> >>>> 1b. Roughly how much regional fundraising goes directly to major

affiliates?

>>>> >>>> 1c. Which affiliates with annual plan grants have been growing

over time, and how is the expansion of existing budgets approved?

>>>> >>>> 1d. Which affiliates have gotten their first APG in the past five

years, and how has that developed over time?

>>>> >>>> 2. Current review process >>>> >>>> 2a. How is funding by WMF of movement affiliates (general

operations, and large specific projects) currently determined? Does the Board engage with this?

>>>> >>>> 2b. Is the funding of affiliate work linked to goals of increasing

equity across the world, and supporting underrepresented communities? If so, how / how is this visualized?

>>>> >>>> 2c. What other mechanisms for focusing and allocating resources

are good examples to replicate?

>>>> >>>> 2d. What other bilateral projects (such as joint projects, and

grant or microgrant programs), run by large affiliates and hubs other than the WMF, currently exist? Which seem like examples to replicate?

>>>> >>>> 3. Desired futures! >>>> >>>> 3a. What movement bodies are expected to play any role in

recommendations about funding (extending, withdrawing, denying funding) to new and existing affiliates, now that the FDC is inactive?

>>>> >>>> 3b. Is there a possibility of the FDC returning? How do past FDC

members have about this? What was found to be good and bad about the FDC process?

>>>> >>>> 3c. What elements of this is the global council expected to take

up in its first year? What elements are hubs expected to take up, now and in the future?

>>>> >>>> 3d. What roles do we envision each of {WMF, hubs, affiliates,

community members} to play in reviewing movement budgets/plans and the volume and focus of future funding [re]allocation?

>>>> >>>> >>>> _______________________________________________ >>>> Wikimedia-l mailing list -- wikimedia-l(a)lists.wikimedia.org,

guidelines at: https://meta.wikimedia.org/wiki/Mailing_lists/Guidelines and https://meta.wikimedia.org/wiki/Wikimedia-l

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wikimedia-l-leave(a)lists.wikimedia.org

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>>> To unsubscribe send an email to wikimedia-l-leave(a)lists.wikimedia.org >> >> >> -- >> Samuel Klein @metasj w:user:sj +1 617 529

4266

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Julia Brungs

8 Jun 8 Jun

5:40 p.m.

Hi SJ, We posted an answer to your questions on meta [1] and will update that answer when reports become available in the next few months. Best wishes, Julia [1] https://meta.wikimedia.org/wiki/Talk:Wikimedia_2030/2021_Call_for_Movement_… On Fri, May 21, 2021 at 5:51 AM Samuel Klein <meta.sj(a)gmail.com> wrote:

...

In case there really is a question about whether we should be working towards greater equity, please see the Wikimedia Foundation's vision statement [1],

Imagine a world in which every single human being can freely share in

the sum of all knowledge. That's our commitment and in more detail [2],

... our goal is to impact the largest-possible number of readers and

wrote:

> Dear SJ, > > Thank you very much for your questions here and on meta. We are

working on answering them and will post the answers on meta (don't worry I will reply to this thread again when the answers are live so people can go and find them).

> > Best wishes, > Julia > > > On Tue, May 18, 2021 at 7:32 PM Samuel Klein <meta.sj(a)gmail.com>

wrote:

>> :) Dimi, do you know of reports on subsets of this, for groups and

>> >> One other point -- It was noted that 3a and 3d seem similar. I

updated these Qs on meta to be clearer. I meant:

>> >> 3a: What groups do we envision making individual funding

recommendations? [timing, who decides, what constraints]

>> 3d: How do we envision reviewing how things are going? [peer

feedback on budgets and plans, reflection on the overall balance of funding across the movement.]

>> >> These inform one another, but are distinct. And the first is more

than just updating current processes: major gaps to fill include funding for projects under $500, and multi-year funding for infrastructure and projects -- among the most common requests.

>> >> SJ >> >> >> On Tue, May 18, 2021 at 6:52 AM Dimitar Parvanov Dimitrov <

dimitar.parvanov.dimitrov(a)gmail.com> wrote:

>>> Hi Samuel, >>> >>> Thanks for structuring these questions regarding funding and

fundraising. I just wanted to pitch in a +1.

>>> >>> It would be very useful to have answers to some of these for our

public facing work. Such questions pop up naturally in conversations and the more granular we can be in our answers the better the reaction we get.

>>> >>> Cheers, >>> Dimi >>> >>> На пн, 17.05.2021 г. в 21:13 ч. Samuel Klein <meta.sj(a)gmail.com>

написа:

>>>> Dear list, >>>> >>>> Risker posed an excellent question in the AffCom thread about

review and development of movement funding, which could use its own dedicated thread. Riffing on the theme, here are a dozen questions for anyone who knows part of the answer -- particularly those who helped develop the 2019 recommendations on resource allocation , the 2020 approach to hubs and participatory resource allocation, and the grants strategy relaunch.

>>>> >>>> We can move this discussion to meta if the thread becomes

unwieldy. (:

>>>> >>>> 1. Current state of movement funding >>>> >>>> 1a. Roughly what % of global fundraising is currently allocated

to affiliates, or other entities + projects not run by the WMF? (my poor guess)

>>>> >>>> 1b. Roughly how much regional fundraising goes directly to major

affiliates?

>>>> >>>> 1c. Which affiliates with annual plan grants have been growing

over time, and how is the expansion of existing budgets approved?

>>>> >>>> 1d. Which affiliates have gotten their first APG in the past five

years, and how has that developed over time?

>>>> >>>> 2. Current review process >>>> >>>> 2a. How is funding by WMF of movement affiliates (general

operations, and large specific projects) currently determined? Does the Board engage with this?

>>>> >>>> 2b. Is the funding of affiliate work linked to goals of

increasing equity across the world, and supporting underrepresented communities? If so, how / how is this visualized?