Hi Erik,

Many factors of this redesign of reporting make sense to me. However I'd like to ask that some useful info from the monthly reports continue on a monthly basis if possible because their timeliness is valuable. Here are some topics that come to my mind for a possible lighter-weight monthly report, and other people may have their own topics to add:

*HR arrivals/departures *C-level and D-level staff changes *Financial spend YTD vs. plan *Fundraising totals YTD vs. plan *Official office visitiors *Pageviews, with breakout for mobile *Active editors *Unique viewers (with breakout by method of estimation such as Comscore vs. internal, and whether mobiles are included) *New accounts created *New active editors *File uploads to Commons *Wikipedia new articles created *DCMA requests and other takedown, censorship, or defense of contributors actions *Litigation status updates *Significant security or reliability problems and responses, such as with Heartbleed *Major infrastructure commissionings or decommissionings such as with data centers *Major feature rollouts or rollbacks *Major stories for Comms *Grantmaking FDC announcements *Creation or revocation of chapters *New projects commissioned such as Wikivoyage

I believe that I learned through a monthly report some time ago that a surprisingly large percentage of fundraising revenue was being lost to bank fees, and I asked if this could be addressed, which it was. This kind of benefit from report analysis may be more difficult to achieve in a timely manner with quarterly reports. However, I hope that it will be possible to design lighter-weight monthly reports about the subjects above where timeliness is valuable, and create well-designed and thorough quarterly reports as you described that facilitate deep dives into data and team quarterly reviews, especially around strategic priorities.

Thanks,

Pine On Nov 5, 2014 10:58 PM, "Erik Moeller" erik@wikimedia.org wrote:

Hi all --

Starting this month, WMF will be shifting its organization-wide reports from a monthly to a quarterly cadence. This reflects our growth as an organization, and is intended to make important developments more visible internally and externally.

== Background ==

Shortly after Sue became WMF’s Executive Director, she started giving updates to the Board of Trustees about her work. These reports were compiled for accountability purposes, and not without some trepidation, Sue started sharing them publicly in January 2008. [1] The reports have grown in scope and depth alongside the organization.

Where we think we can do better is in the following areas:

• We've not defined the threshold for report-worthy work clearly

enough, so work that represents a few person hours’ effort could get more space than a whole team’s work over the course of the quarter;

• We've not consistently mapped reporting against organizational

priorities;

• We’re not presenting a strategic view on what we’re learning, where

we’re changing direction and why;

• We’re not helping users of the reports consistently discover

quarterly review minutes, slides and other materials related to a specific area, in part due to the reports not being aligned with the quarterly rhythm.

In addition, given the dependency on an increasing multitude of inputs (from across an organization that had fewer than 20 staff when these monthly reports were launched, and now has more than 200), the reports have increasingly gotten backlogged, to the point that we’re just now releasing the August report.

At the same time, under Lila the organization has shifted into a recognizable quarterly rhythm. Priorities are defined quarterly, and reviews are being introduced following the end of each quarter for all significantly staffed projects.

== A New Reporting Process ==

It’s come time for us to revisit the model we use for reporting, to clearly define the purpose/audience for these report, and to iterate on the monthly format.

Purpose: The purpose of this report is accountability and learning within the movement. The report is not a storytelling tool. Any evaluation will be done with these objectives in mind.

Audience: Its audience is chiefly internal, including community members, WMF staff, and interested donors/funders.

Format: Effective immediately, we are shifting to a quarterly reporting format. This will impact our reporting, and the October through December reporting period, in the following ways:

• Instead of three monthly reports for October, November, and

December, we will publish our first quarterly report in February 2015.

• We are reviewing the key organization-wide metrics and will improve

the selection and presentation of numbers at the top level of the quarterly report.

• We will closely align quarterly reports with quarterly reviews, and

re-use high level findings from the quarterly reviews, while referring to the slide decks and minutes from the reviews for details.

• We will aim to provide high-level synthesis and lessons learned, as

well as strategy updates, through this format as well.

Many of the more granular updates in the monthly report will no longer be reported.

As above, the deadline for publication of the first report, covering October 1 - December 31, is February 15. For this first report, we are being conservative with regard to the deadline, as we will have our resources directed at our staff all-hands and developer summit in January.

Tilman and I will begin creating a draft structure for this new report in coming weeks, and will do so in public from the get-go. We will also rethink the “Wikimedia Highlights” alongside other multilingual movements news formats, likely detaching them from reporting functions.

Out of scope of this effort for now:

• Providing more timely updates on initiatives with high user impact.

We’re continuing to provide updates to Tech News [2] and similar newsletters, but we’re not currently doing a major overhaul here.

• Replacing the monthly engineering report and its inputs, which also

serve as a project status dashboard. [3]

We are of course discussing how to improve on those mechanisms, and feedback is welcome.

Let me know if you have any immediate questions or thoughts.

Thanks,

Erik

[1] https://lists.wikimedia.org/pipermail/wikimedia-l/2008-January/084883.html [2] https://meta.wikimedia.org/wiki/Tech/News [3] https://www.mediawiki.org/wiki/Wikimedia_Engineering/Dashboard -- Erik Möller VP of Product & Strategy, Wikimedia Foundation

---

Wikimedia-l mailing list, guidelines at: https://meta.wikimedia.org/wiki/Mailing_lists/Guidelines Wikimedia-l@lists.wikimedia.org Unsubscribe: https://lists.wikimedia.org/mailman/listinfo/wikimedia-l, mailto:wikimedia-l-request@lists.wikimedia.org?subject=unsubscribe