Date: Wed, 8 May 2013 15:43:15 -0700 From: Anasuya Sengupta <asengupta(a)wikimedia.org> To: Wikimedia Mailing List <wikimedia-l(a)lists.wikimedia.org> Subject: Re: [Wikimedia-l] Comments on compliance and the FDC Round 2 decisions Message-ID: <CAKK0PRxtmW8tyq=O_bCyCA696H8ObvCtgBTm==4wFpOeTH3rLw(a)mail.gmail.com> Content-Type: text/plain; charset=ISO-8859-1 Hi Pine, My apologies for the tardiness of this reply; I've been away in India with family and am only just back. It's an important question to ask, because the Grantmaking team's programs - including the FDC process - have and are being set up with a strong self-evaluation component. We exist to support our movement through grants and shared knowledge as key resources, and we can only do this well if we're good at listening and learning ourselves. Overall, we're looking at multiple feedback mechanisms (including surveys and discussion groups at conferences like WMConf, Wikimania). As an example, we did a survey of the FDC Round 1 process which we shared in Milan, and used as a way to get more face-to-face feedback. This helps us know both broad and specific areas that we need to improve on and to do so quickly and appropriately. One thing to keep in mind with grantmaking programs is that process feedback is easily and quickly incorporated (like wiki-tables that made life miserable for FDC Round 1 applicants and we could improve for Round 2 applicants). However, substantive feedback (like the nature of questions, or entirely new sections of inquiry) need to be incorporated at the end of the year for the new year, so that the nature of the proposal doesn't change dramatically over the year, or from one round to the next: it's not fair on either the new folks applying, or the committee reviewing the proposals. We intend to do surveys of all our major grantmaking programs over the next few months, so that we have a good baseline against which to measure our progress as a team. Again, it's useful to remember that our proposal processes might seem 'heavy' to many in the movement, but they're pretty light-weight (with the possible exception of wiki-tables) in comparison to other grantmaking processes that are far more demanding for far smaller grant amounts. As a comparison, in the human rights and social justice grantmaking world, most grants are in the range of 5,000-50,000 USD. For the FDC in particular, the FDC Advisory Group will assess the first year, and towards the end of the second year (March 2014), give the Board a recommendation on whether the mechanism works (or not) and should continue (or not). The FDC Ombudsperson also gives an annual report which is independent and autonomous on the FDC process.[1] With these various inputs, the staff and FDC will create a report for Year 1 which we hope will be shared back with the community at Wikimania. Other forms of external or independent assessments will also be part of our process: Kevin Gorman's retrospective of the grants program so far, for instance, was really useful and we've already incorporated several of his recommendations.[2] With the Program Evaluation team, we're also going to get much better at sharing the good and best practices that already exist in the movement, and at pointing out work that's relevant from other movements. Finally, we're planning some internal and external research to better provide guidance to grant applicants on issues like potential growth trajectories and useful ways of thinking about moving from entirely volunteer to staffed groups. We're obviously not working on this in isolation - there has already been some good thinking within the movement on this - and we'd be glad to be in conversation with anyone who wants to work with us on these issues. The Grantmaking team is a work in progress - we didn't exist in our present form last year, we've essentially restructured and reconfigured ourselves over the past few months, set up the FDC and IEG processes, and learnt rapidly about what works (and what might not) - and we're always open to feedback. If people are uncertain about who to reach out to, please do get in touch with me: as the person who heads the Grantmaking team, (some element of) the buck does stop with me. :-) thanks, Anasuya [1] http://meta.wikimedia.org/wiki/Funds_Dissemination_Committee/Framework_for_… [2]https://meta.wikimedia.org/wiki/Grants:Retrospective_2009-2012