[Foundation-l] November 2009 Report to the Board of Trustees

James Owen jowen at wikimedia.org
Fri Feb 19 05:16:56 UTC 2010


Report to the Wikimedia Foundation Board of Trustees

Covering:	 November 2009
Prepared for: Wikimedia Foundation Board of Trustees

MILESTONES FROM NOVEMBER
1. Kick-off of 2009 Annual Giving Campaign
2. Multimedia Usability Meeting in Paris
3. Board meeting in San Francisco
4. Second usability study published
5. New hire: Neil Kandalgaonkar (software developer)

KEY PRIORITIES FOR DECEMBER
1. Annual Giving Campaign
2. Wikimania 2010 planning meeting
3. CTO search continues

THIS PAST MONTH

KEY PROGRAM METRICS

Reach of all Wikimedia Foundation sites:
346 million unique visitors (rank #5)
+23.1% (1 year ago) / +0.4% (1 month ago)
Source: comScore Media Metrics

Pages served:
11.3 billion
+7.7% (1 year ago) / -2.8% (1 month ago)
Active number of editors (5+ edits/month): 96,521
+4.0% (1 year ago) / +0.1% (1 month ago)

Source: November 2009 Report Card
<http://stats.wikimedia.org/reportcard/RC_2009_11_detailed.html>

KEY FINANCIAL METRICS

Operating revenue year to date: USD 3.7MM vs. plan of USD 3.93 MM
Operating expenses year to date: USD 3.0MM vs. plan of USD 4.1 million

2009 ANNUAL GIVING CAMPAIGN LAUNCHES

On November 11, the Wikimedia Foundation kicked off its 2009 Annual  
Giving Campaign under the theme “Wikipedia Forever”, with a campaign  
goal of USD 7.5 million in individual donations (including individual  
gifts received year-to-date), out of our budget of USD 10.4 million.  
This is the sixth WMF fundraising campaign.

The Wikimedia Foundation was supported by Fenton Communications and  
Sea Change Strategies in the development of messaging for the  
campaign. After some initial rapid iteration of messaging in response  
to both fundraising results and community feedback, daily results  
began to outperform previous fundraisers on November 17, and by  
November 27, the cumulative total exceeded the success of previous  
fundraisers. The full progression of the fundraiser relative to  
previous ones can be followed here:

http://wikimediafoundation.org/wiki/Special:FundraiserStatistics

For the purpose of this fundraiser, several important changes were  
implemented:

-The Wikimedia Foundation now offers “white label” credit card  
processing. While we still use PayPal to process credit card  
information, this can now be done without leaving the Wikimedia  
Foundation website. This change is meant to address potential  
confusion and fear associated with making payments through a separate  
website.
-International Wikimedia chapters are more deeply integrated into our  
annual campaign than ever before. An IP address lookup determines the  
country-of-origin of potential donors, and gives them relevant chapter  
information on the donation landing page. Revenue sharing agreements  
are in place with all participating chapters.
-The tracking infrastructure for comparing the success of individual  
banners, landing pages, and payment gateways has been and continues to  
be significantly improved. Tracking data is publicly shared at <http://wikimediafoundation.org/wiki/Special:ContributionTrackingStatistics 
 >.
-In spite of some hiccups with the first banners, the browser testing  
process was significantly improved compared with previous years.
-As a result of the communications support and improved tracking, we  
could test more messages more quickly than ever before.
-For the first time, mobile giving was added as an option for US-based  
donors.

Press release about the campaign:
http://wikimediafoundation.org/wiki/Press_releases/Wikimedia_launches_2009_annual_giving_campaign

STRATEGIC PLANNING PROJECT

The strategy project is almost halfway through: it started in July  
2009 and will conclude in July 2010. In October, 14 task forces were  
created covering the following areas: increasing reach and  
participation in China, India, and Arabic-speaking countries;  
stimulating development of smaller “local language” Wikipedias;  
increasing Wikimedia project readership among the five billion people  
who don't currently have internet access; improving quality; expanding  
into additional content areas beyond what Wikimedia currently offers;  
increasing participation, particularly from high-potential under- 
represented groups; fostering a healthy, productive editing community;  
determining what organizational structures are required to support the  
Wikimedia movement and how they should intersect; ensuring financial  
sustainability; identifying the partnerships that are most critical to  
advancing Wikimedia's mission; identifying the ideal technology  
infrastructure, and ways to increase usability and foster technical  
innovation; and developing recommendations for strategically  
supporting high-priority advocacy.

Throughout November, the task forces began their discussions, designed  
to culminate in recommendations in January. The strategy project is  
the first group using the LiquidThreads extension for these types of  
conversations, and its usage has helped drive the further evolution of  
the tool. The strategy wiki has had over 150 unique contributors to  
its LiquidThreads discussions, and has averaged over 25 posts/day.
In the process of driving towards recommendations, the Task Forces are  
synthesizing and generating a lot of their own research. Much of this  
research is being captured in the form of “Wikimedia-pedia”, an  
encyclopedia about Wikimedia. By the end of the process, the  
Foundation not only expects to have a five-year strategic plan, but  
also a well-organized body of knowledge about the Wikimedia universe.  
This will serve as a collective snapshot of what Wikimedia knows about  
itself, as well as open, ongoing questions.

In late November, the strategy team launched a new feature on the  
strategy wiki called, "Question of the week," which features a slice  
of data collected by Bridgespan along with a provocative strategic  
question. This is essentially a large-scale version of the exercise  
Bridgespan led the Wikimedia Foundation board through at its meeting  
in early November. Additionally, Bridgespan has continued to  
aggressively identify and interview key external voices to help inform  
the overall process. As of the end of November, 26 interviews had been  
posted on the strategy wiki, including ones with Advisory Board  
members Angela Beesley Starling and Mitch Kapor, board members Ting  
Chen and Samuel Klein, experts Ed Chi and Rima Kupryte, and staff  
members Sue Gardner and Frank Schulenburg. The interviews can be found  
here:

http://strategy.wikimedia.org/wiki/Interviews

Themes extracted from them have been collected here:

http://strategy.wikimedia.org/wiki/Interviews/Summary_of_interviews

BOARD MEETING IN SAN FRANCISCO

On November 13-15, the Board of Trustees met in San Francisco. This  
was the first Board meeting in the new Wikimedia Foundation offices.  
Its agenda included an update from the Audit Committee, a walkthrough  
of some major donor case studies, review of an update to the bylaws,  
an update on the strategy plan, an update on the advisory board, and  
an update on the board seat vacancy appointment process. Summary by  
Board chair Michael Snow:

http://lists.wikimedia.org/pipermail/foundation-l/2009-November/056295.html

TECHNOLOGY - CORE

Significant staff effort was directed toward support of the Annual  
Giving Campaign. Hardware purchases and deployments were also in full  
swing, with purchases of new media storage servers, transcoding  
servers for video, a new mobile server, a new server for PDF  
generation, a new payment server. Large orders for new Squid servers,  
database servers, and application servers will follow. (New purchases  
also necessitate new investments in space, racks, networking  
equipment, etc.) Code review for MediaWiki 1.16 continued.

USABLITY INITIATIVE
The report of the second usability study was published by Parul Vora  
via WMF's blog [1] on November 18th. The study confirmed that changes  
are progressing in the right direction - towards greater ease of use  
for novice users. The majority of such users interviewed in this study  
showed less intimidation, completed tasks faster and with greater  
ease, and employed the tools and features we have implemented without  
instruction and with success. By the end of November the usability  
beta was visited and tested by close to 380,000 users. The beta has  
been drawing roughly 100,000 users every month, and close to 300,000  
users have kept the beta enabled by the end of November. The beta  
program was adopted relatively well by the beta users of English  
Wikipedia (83% retention rate), and in other English language projects  
such as the English Wikinews (95% retention rate). Spanish and  
Portuguese Wikipedia beta users have the second highest retention rate  
at 81%. German, Russian, Chinese, French and Italian Wikipedia beta  
users are retained in the range between 70% and 79%. Retention rate  
for Polish and Japanese was relatively low, with 65% and 60%  
respectively. Analysis on browser dependency and language specific  
issues are described in the WMF blog. [2] [1] http://blog.wikimedia.org/2009/11/18/ux-usability-study-take-two/ 
  [2] http://blog.wikimedia.org/2009/12/03/how-is-the-usability-beta-doing/ 
  MULTIMEDIA USABILITY From November 6 to 8, a group of about thirty  
people met in Paris to discuss how to improve the processes and  
technologies for contributing multimedia to Wikimedia projects. It was  
the first meeting of its kind, sponsored and organized by one of  
Wikimedia’s chapter organizations, Wikimedia France, in partnership  
with the Wikimedia Foundation. [3] Outcomes of the meeting included a  
demo of editable video subtitling on Wikimedia Commons, and a first  
test deployment of the GlobalUsage extension that shows usage of  
multimedia files across Wikimedia's sites.
http://techblog.wikimedia.org/2009/11/fun-with-subtitles/
http://www.mediawiki.org/wiki/Extension:GlobalUsage

Neil Kandalgaonkar [4] joined the multi-media usability team as a  
software developer. Neil brings the breadth of experience in software  
engineering from major social networking web sites such as Flickr and  
Upcoming.org. Neil oversaw improving payment system and performance of  
FlickrMail interface at Flickr, integrated Upcoming.org into Yahoo  
properties and helped expand the team. Prior to Yahoo!, Neil was with  
Google and his main responsibility was to enable Google Checkout  
system for non-US markets. Neil holds Bachelor of Arts in  
Communication Studies from Concordia University, in Montreal, Canada.  
The visa application process has started so that Neil can join the  
team in San Francisco. [3] http://blog.wikimedia.org/2009/12/01/beyond-text-report-from-the-multimedia-usability-meeting-in-paris/ 
  [4]http://brevity.org/

OTHER PROGRAM ACTIVITIES

During November, Frank Schulenburg and Pete Forsyth embarked upon the  
development of a model for how to systematically improve articles of a  
specific topic areas on Wikipedia. They met with professors of several  
U.S. universities (Harvard University, the University of Georgia, the  
University of Syracuse, George Washington University, Tufts  
University) seeking input to help them plan a large quality- 
improvement initiative that is intended to start in 2010. In  
preparation for this initiative, Frank worked with the best practices  
documentation team on the "Assigning Wikipedia articles as coursework  
to students" pages on the outreach wiki.

Frank also attended the Multimedia Usability Project Meeting in Paris  
and led documentation of the cooperation between Wikimedia and the  
German Federal Archives:
http://outreach.wikimedia.org/wiki/German_Federal_Archives_case_study

Marlita Kahn interviewed potential vendors, reviewed their proposals  
and then hired the Bookshelf core vendor team. She confirmed the  
Bookshelf relationship with Common Craft regarding video production,  
built the draft schedule and developed a more detailed budget. Marlita  
also recruited volunteers from the Wikipedia community to act as  
advisers for the Bookshelf materials. Marlita prepared for the  
December 1 kick off meeting with the entire Bookshelf team.

Cary Bass opened up the call for invitation to join the Wikimania 2011  
Jury and gave ongoing support to the 2009 Annual Fundraiser. Cary also  
moderated office hours for Rand Montoya, Naoko Komura and Veronique  
Kessler.

COMMUNICATIONS

The communications team with the assistance of contractors Fenton  
Communications and Sea Change focused on finalizing the first round of  
the annual giving campaign messages, drafting the campaign press  
release, offering strategy and counsel on next-steps following the  
delayed start of the campaign, and offering strategies to shift lesser  
performing messages through the first week of the campaign. The team  
has been actively involved in developing later stage messaging as  
well, providing the fundraising team with a sufficient supply of  
messages to test varied concepts through November and December.

Major coverage during November revolved around the following stories:

1. ComScore/WMF announcement draws coverage (Novmber 4)
Modest, largely positive coverage of the comScore/WMF partnership  
announcement in early November. Most outlets re-posted press coverage,  
several bloggers and microbloggers highlighted the data points  
revealed by comScore, namely the visit time length data in countries  
like Colombia.
http://www.mrweb.com/drno/news10801.htm
http://www.mediapost.com/publications/?fa=Articles.showArticle&art_aid=116829

2. German ex-convicts attempt to sue WMF (November 10)
Lawyers, representing two German men released on parole after serving  
time in prison for killing a German actor in 1990, attempted to have  
their clients' names removed from Wikipedia. The German language  
Wikipedia complied with the request, and the English language version  
did not. This received considerable attention from American media,  
most of whom criticized German privacy law, or used the story to  
highlight the difficulty of applying national law to an international  
medium.
http://www.eff.org/deeplinks/2009/11/murderer-wikipedia-shhh
http://news.cnet.com/8301-1023_3-10396864-93.html
http://www.nytimes.com/2009/11/13/us/13wiki.html?_r=1
http://www.nytimes.com/2009/11/28/opinion/28iht-edmorozov.html?_r=1

3. WMF Announces 2009 Annual Giving Campaign (November 10)
Launch of the Wikimedia Foundation's 2009 annual giving campaign  
received some coverage.
http://deals.venturebeat.com/2009/11/10/wikipedia-seeks-to-raise-7-5m-in-wikipedia-forever-campaign/
http://www.webuser.co.uk/news/top-stories/430382/wikipedia-launches-fundraising-campaign

4. Craig Newmark joins WMF Advisory Board (November 13)
News of Craig Newmark's appointment to the WMF Advisory Board received  
highly favorable mentions in mostly online news outlets. Shortly  
afterwards, Craig hailed Wikipedia in the Newsweek story "Unknown in  
1999, Indispensable today," which received wide coverage in social  
media.
http://2010.newsweek.com/top-10/unknown-in-1999-indispensable-now/wikipedia.html
http://www.google.com/hostednews/ap/article/ALeqM5g3mMtCWnCOEJ__mrN8MBK9XWJiAQD9BUPCI00
http://www.cnewmark.com/2009/11/wikipedia-is-a-big-deal-so-if-i-can-help-a-little.html
http://www.techcrunch.com/2009/11/13/craigslists-craig-newmark-joins-wikimedia-foundation-advisory-board/

5. Webby Awards name Wikipedia's launch one of “the top 10 Internet  
moments of the decade” (November 19)
The Webbys named Wikipedia's launch as one of the top ten Internet  
moments of the decade, which received considerable coverage. CBC.CA in  
Canada, the Associate Press, ABC (US), and dozens of blogs highlighted  
the story.
http://www.google.com/hostednews/afp/article/ALeqM5ghMwkdsA8fOJBWds1YDhRaLR5RlA
http://www.abcnews.go.com/Technology/AheadoftheCurve/top-10-internet-moments-decade/story?id=9116013
http://www.cbc.ca/technology/story/2009/11/18/webby-internet-awards-decade.html

6. Sue Gardner: Huffington Post readers' 'media game changer of the  
year' (November 19)
Sue Gardner was chosen by Huffington Post readers as 'Media Game  
Changer of the Year,' a story which drew considerable attention from  
online blogs, microblogs, and media outlets. More than 1.7 million  
votes were cast in 10 categories over a period of three months, with  
Sue emerging victorious over competitors Tina Brown, Katie Couric, Tim  
Westergren of Pandora and Alberto Ibarguen of the Knight Foundation.
http://www.huffingtonpost.com/arianna-huffington/huffpost-game-changers-yo_b_363624.html

7. Wall Street Journal claims 'volunteers logging off' (November 23)
A front-page story in the November 13 Wall Street Journal ignited a  
firestorm of alarmist coverage, much of it wrongly claiming that  
Wikipedia's editors were declining in number. The article said that  
English Wikipedia suffered a net loss of 49,000 editors during the  
first three months of 2009, analysis attributed to researcher Felipe  
Ortega. In actual fact, editing peaked in late 2007, declined  
slightly, and has remained stable since. A follow-up blog post by Erik  
Moeller and Erik Zachte challenging the general tone of media coverage  
received good blog pickup.
http://online.wsj.com/article/SB125893981183759969.html
http://news.cnet.com/8301-1023_3-10403467-93.html
http://www.huffingtonpost.com/2009/11/23/editors-quit-wikipedia-as_n_367414.html 
  and http://www.huffingtonpost.com/2009/11/26/wikipedias-jimmy-wales-de_n_371810.html
http://blogs.wsj.com/digits/2009/11/23/is-wikipedia-too-unfriendly-to-newbies/
http://news.bbc.co.uk/2/hi/technology/8379566.stm and http://news.bbc.co.uk/2/hi/technology/8382477.stm
http://www.dailymail.co.uk/sciencetech/article-1231192/Wikipedia-founder-dismisses-claims-site-losing-thousands-editors.html
http://blog.wikimedia.org/2009/11/26/wikipedias-volunteer-story/

* Other worthwhile coverage/reads:
http://www.google.com/hostednews/ap/article/ALeqM5hux1AJECDOq8ITPkdeJvetoRUoWwD9BU4IJ00 
  (Wikimedia at the Vatican)
http://www.reuters.com/article/pressRelease/idUS179904+04-Nov-2009+PRN20091104 
  (Jimmy receives Nokia prize)
http://blogs.wsj.com/digits/2009/11/06/jimmy-wales-on-wikipedia-quality-and-tips-for-contributors/

(PR moves and increased coverage of Hudong.com)
http://www.earthtimes.org/articles/show/hudongcom-confirms-expansion-into-overseas-market-invading-wikipedias-territory,1043032.shtml
http://online.wsj.com/article/SB10001424052748704222704574501434029141444.html
http://www.chinadaily.com.cn/china/2009-11/20/content_9015012.htm

* Blog posts through Nov, 2009
http://blog.wikimedia.org/2009/11/

* Media interviews and interaction through Nov, 2009
http://wikimediafoundation.org/wiki/Press_room/Media_Contact_2008#November_2009

In November, the Wikimedia Foundation put out three press releases.

“Wikimedia Foundation Appoints Craig Newmark to its Advisory Board”
13 November 2009: Craigslist.org founder to share customer service and  
public service experience in support of Wikipedia.

“Sixth Annual Campaign to Protect Wikipedia Kicks Off”
10 November 2009: Wikimedia Foundation invites readers, editors and  
contributors to show support and help raise over $7.5 million.

“Wikimedia and comScore partner to improve understanding of the reach  
and impact of free knowledge on the Web”
3 November 2009: Digital market intelligence leader expands  
Wikimedia’s global user research horizon.

During November, the Wikimedia Foundation participated in interviews  
with the Associated Press (New York, New York, USA); Heise (Germany);  
the New York Times (New York, New York, USA); San Francisco Chronicle  
(San Francisco, California, USA); The Aquinian (Fredericton, New  
Brunswick, Canada); the Canadian University Press (Fredericton, New  
Brunswick, Canada); the Fredericton Daily Gleaner newspaper  
(Fredericton, New Brunswick, Canada); CBC Radio New Brunswick  
Afternoon Show (Fredericton, New Brunswick, Canada); CBC Radio Ideas  
(Toronto, Canada); VentureBeat (San Francisco, California, USA);  
Poynter Online (St. Petersburg, Florida, USA); Nextgov.com (Washington  
DC, USA); Sunday Mirror (London, United Kingdom); CNN (Atlanta,  
Georgia, USA); WGN Radio (Chicago, Illinois, USA); the Wall Street  
Journal (Chicago, Illinois, USA); Nikkei (Tokyo, Japan); the Financial  
Times (San Francisco, California, USA); Diamond Publishing (Tokyo,  
Japan); NHK (Tokyo, Japan); New York One News (New York, New York);  
Bloomberg (Atlanta, Georgia, USA); Spanish Wire Press (San Francisco,  
California, USA); and the Associated Press (Washington DC, USA).

FUNDRAISING, GRANTS, & PARTNERSHIPS

The Wikimedia Foundation received 36,794 donations in November,  
totaling approximately USD 1,270,246. Year-to-date, the Foundation has  
raised USD 1,792,177 in donations, 24% of its annual goal of USD  
7,500,000. This puts it slightly ahead of plan. Including revenue from  
restricted and unrestricted gifts the foundation has raised USD  
3,342,177, 36% of the USD 9,297,000 goal.

FINANCE AND ADMINISTRATION

In November, the Audit Committee and Board of Trustees approved the  
Foundation's 2008-09 audited financial statements. The statements are  
accessible on the Foundation's wiki at http://upload.wikimedia.org/wikipedia/foundation/4/4f/FINAL_08_09From_KPMG.pdf 
.

In November, Veronique Kessler created for the Audit Committee an  
analysis of major risks facing the Wikimedia movement. It assesses  
major internal and external risks threatening the continued success of  
Wikimedia, including the following: serious decline in participation;  
a failure of the movement to evolve structurally; a lack of innovation  
(technical and otherwise); the risk of scandal; the inability of poor  
people to contribute to Wikipieda due to lack of leisure time,  
creating a context in which rich people write an encyclopedia for poor  
people; erosion of the Wikimedia readership by competitors; a shift in  
the policy landscape that doesn't favour Wikipedia; a plateauing of  
donations; decline in core editing community, and a destruction of our  
core legal protections. The full analysis is available here: http://strategy.wikimedia.org/wiki/Top_risks_2009

OTHER ACTIVITIES

Erik Zachte attended a Wikipedia Academy in Stockholm, Sweden. This  
was the second Wikipedia Academy hosted by the Swedish Chapter. During  
his visit to Sweden, Erik also gave a presentation at the FSCONS  
conference in Gotenburg.

Jay Walsh was invited by the organizers of the first-ever  
Wikiconference Japan (WCJ 2009) to be their keynote speaker.  This was  
the first official gathering of Wikimedians in Japan, with a specific  
focus on discussing the work of Japanese Wikimedians across all  
projects, and inviting academics and enthusiasts in the Foundation's  
projects to discuss research, theories, and ideas for new projects and  
initiatives. The full-day seminar, held at the Department of  
Engineering, at the Hongo campus of the University of Tokyo, on  
November 22 brought in over 300 attendees, almost double the original  
number planned for by the organizers. Major media attended the event,  
in the form of Nikkei business on-line and NHK, the national public  
broadcaster.

On November 12, Sue Gardner was the inaugural speaker for Google's  
women's speaker series.

On November 18, Sue gave the Dalton Camp memorial lecture at St.  
Thomas University in Fredericton, New Brunswick, Canada, in which she  
argued that – contrary to the conventional wisdom and to what we're  
often told by the media – we are actually experiencing a golden age of  
information. The volume of information available is greater than ever  
before, censorship is less prevalent and less effective, and  
information is cheap and easy to get. The lecture was later broadcast  
on the CBC Radio program Ideas, and is available here:http://castroller.com/podcasts/Ideas/1386039.g




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