[Wikimedia-l] Quarterly reviews of high priority WMF initiatives

[Tilman Bayer]

Minutes and slides from the third quarterly review of the Foundation's
VisualEditor and Parsoid teams are now available at
https://meta.wikimedia.org/wiki/Metrics_and_activities_meetings/Quarterly_reviews/VisualEditor-Parsoid/November_2013

On Wed, Dec 19, 2012 at 6:49 PM, Erik Moeller <erik at wikimedia.org> wrote:
> Hi folks,
>
> to increase accountability and create more opportunities for course
> corrections and resourcing adjustments as necessary, Sue's asked me
> and Howie Fung to set up a quarterly project evaluation process,
> starting with our highest priority initiatives. These are, according
> to Sue's narrowing focus recommendations which were approved by the
> Board [1]:
>
> - Visual Editor
> - Mobile (mobile contributions + Wikipedia Zero)
> - Editor Engagement (also known as the E2 and E3 teams)
> - Funds Dissemination Committe and expanded grant-making capacity
>
> I'm proposing the following initial schedule:
>
> January:
> - Editor Engagement Experiments
>
> February:
> - Visual Editor
> - Mobile (Contribs + Zero)
>
> March:
> - Editor Engagement Features (Echo, Flow projects)
> - Funds Dissemination Committee
>
> We’ll try doing this on the same day or adjacent to the monthly
> metrics meetings [2], since the team(s) will give a presentation on
> their recent progress, which will help set some context that would
> otherwise need to be covered in the quarterly review itself. This will
> also create open opportunities for feedback and questions.
>
> My goal is to do this in a manner where even though the quarterly
> review meetings themselves are internal, the outcomes are captured as
> meeting minutes and shared publicly, which is why I'm starting this
> discussion on a public list as well. I've created a wiki page here
> which we can use to discuss the concept further:
>
> https://meta.wikimedia.org/wiki/Metrics_and_activities_meetings/Quarterly_reviews
>
> The internal review will, at minimum, include:
>
> Sue Gardner
> myself
> Howie Fung
> Team members and relevant director(s)
> Designated minute-taker
>
> So for example, for Visual Editor, the review team would be the Visual
> Editor / Parsoid teams, Sue, me, Howie, Terry, and a minute-taker.
>
> I imagine the structure of the review roughly as follows, with a
> duration of about 2 1/2 hours divided into 25-30 minute blocks:
>
> - Brief team intro and recap of team's activities through the quarter,
> compared with goals
> - Drill into goals and targets: Did we achieve what we said we would?
> - Review of challenges, blockers and successes
> - Discussion of proposed changes (e.g. resourcing, targets) and other
> action items
> - Buffer time, debriefing
>
> Once again, the primary purpose of these reviews is to create improved
> structures for internal accountability, escalation points in cases
> where serious changes are necessary, and transparency to the world.
>
> In addition to these priority initiatives, my recommendation would be
> to conduct quarterly reviews for any activity that requires more than
> a set amount of resources (people/dollars). These additional reviews
> may however be conducted in a more lightweight manner and internally
> to the departments. We’re slowly getting into that habit in
> engineering.
>
> As we pilot this process, the format of the high priority reviews can
> help inform and support reviews across the organization.
>
> Feedback and questions are appreciated.
>
> All best,
> Erik
>
> [1] https://wikimediafoundation.org/wiki/Vote:Narrowing_Focus
> [2] https://meta.wikimedia.org/wiki/Metrics_and_activities_meetings
> --
> Erik Möller
> VP of Engineering and Product Development, Wikimedia Foundation
>
> Support Free Knowledge: https://wikimediafoundation.org/wiki/Donate
>
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-- 
Tilman Bayer
Senior Operations Analyst (Movement Communications)
Wikimedia Foundation
IRC (Freenode): HaeB