FDC portal/Impact report form
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This impact report for a FDC grant approved in Round 1 2012–13 has been submitted by the entity and is currently being reviewed by FDC staff and the community.
Purpose of the report
FDC funds are allocated to:
- Improve the alignment between the Wikimedia movement's strategy and spending;
- Support greater impact and progress towards achieving shared goals; and
- Enable all parts of the movement to learn how to achieve shared goals better and faster.
Funding should lead to increased access to and quality of content on Wikimedia project sites – the two ultimate goals of the global targets, individually and as a whole. Funded activities must be consistent with the WMF mission, must be for charitable purposes as defined in the grant agreement, must be reported to WMF, and must otherwise comply with the grant agreement. The WMF mission 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."
Each entity that receives FDC funding will need to complete this report, which seeks to determine how the funding received by the entity is leading towards these goals. The information you provide will help us to:
- Ensure accountability over how the money was spent. The FDC distributes "general funds", for both ongoing and programmatic expenses; these funds can be spent as the entity best sees fit to accomplish its stated goals. Therefore, although line-item expenses are not expected to be exactly as outlined in the entity's proposal, the FDC wants to ensure that money was spent in a way that led to movement goals.
- Assess the performance of the entity over the course of the funded period against the stated objectives in the entity's annual plan.
- Identify lessons learned, in terms of both what the entity learned that could benefit the broader movement, and how the entity used movement-wide best practices to accomplish its stated objectives.
For more information, please review FDC portal/Reporting requirements or reference your entity's grant agreement.
Basic entity information
This section will be replaced by a template that pulls information on each entity to be used across proposal forms within a single round.
Overview of the past year
The purpose of this section is to provide a brief overview of this report. Please use no more than 2–3 paragraphs to address the questions outlined below. You will have an opportunity to address these questions in detail elsewhere in this report.
- HIGHLIGHTS: What were 2–3 important highlights of the past year? (These may include successes, challenges, lessons learned.)
- SWOT: Reflecting on the context outlined for your entity in the FDC proposal, what were some of the contextual elements that either enabled or inhibited the plan?
- Strengths: Organizational strengths that enabled the plan
- Weaknesses: Organizational weaknesses that inhibited the plan
- Opportunities: External opportunities that enabled the plan
- Threats: Risks or threats that inhibited the plan
- WIKI-FOCUS: What Wikimedia projects was your entity focused on (e.g., Wiki Commons, French Wiktionary) this year?
- GROWTH: How did your entity grow over the past quarter vs. the previous quarter (e.g., Number of active editors reached/involved/added, number of articles created, number of events held, number of partipants reached through workshops)?
The FDC requires information about how your entity received and spent money over the past year. The FDC distributes general funds, so your entity is not required to use funds exactly as outlined in the proposal. While line-item expenses will not be examined, the FDC and movement wants to understand why the entity spent money in the way it did. If variance in budgeted vs. actual is greater than 20%, please provide explanation in more detail. This helps the FDC understand the rationale behind any significant changes. Note that any changes from the Grant proposal, among other things, must be consistent with the WMF mission, must be for charitable purposes as defined in the grant agreement, must be reported to WMF, and must otherwise comply with the grant agreement. The WMF mission 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."
|Revenue source||Anticipated ($US)||Q1||Q2||Q3||Q4||Cumulative ($US)+||Explanation of variances from plan|
|[e.g. FDC grant round 2, 2013]||$200,000||100,000||0||100,000||0||$200,000|
|Grant from [funding agency X]||$50,000||0||20,000||0||25,000||$45,000||The agency's budget was cut, so their grant to us was $5,000 less than expected.|
|Corporate donations||$25,000||5,000||10,000||3,000||2,000||$20,000||We did not have the time/capacity to reach out to as many corporations as we had hoped.|
|Membership fees||$5,000||1,000||2,000||1,000||3,000||$7,000||Our membership grew so our revenues were higher than expected.|
+ Please round to the nearest US dollar
|Total spending||Budgeted ($US)||Q1||Q2||Q3||Q4||Cumulative ($US)+||Explanation of variances from plan|
|Staff expenses (including on-costs, labour taxes, etc)||$150,000||15,000||40,000||40,000||40,000||$135,000||We delayed one of our new hires by two months.|
|WikiXYZ editors forum||$35,000||0||20,000||0||0||$20,000||We were able to get event space donated, which saved a significant amount of money.|
|Wiki Loves Women||$15,000||0||5,000||10,000||0||$15,000|
|Wiki loves Monuments||$30,000||5,000||5,000||18,000||2,000||$30,000|
|Administration, non-staff (rent, servers, systems, etc)||$40,000||10,000||10,000||15,000||15,000||$50,000||Rent increased.|
+ Please round to the nearest US dollar
Progress against past year's goals/objectives
The FDC needs to understand the impact of the initiatives your entity has implemented over the past year. Because the FDC distributes general funds, entities are not required to implement the exact initiatives proposed in the FDC proposal; the FDC expects each entity to spend money in the way it best sees fit to achieve its goals and those of the movement. However, please point out any significant changes from the original proposal, and the reasons for the changes. Note that any changes from the Grant proposal, among other things, must be consistent with the WMF mission, must be for charitable purposes as defined in the grant agreement, must be reported to WMF, and must otherwise comply with the grant agreement. The WMF mission 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."
|Key initiatives||Stated objectives of the initiative (include metrics)||Activities conducted||Progress against these objectives (include metrics and # of volunteers/staff involved)||If your entity did not achieve the desired objectives, why not? If it did, what enabled this? If the initiative was not in your plan, why did you pursue it?|
E.g., [Chapter name] Editor's forum
Lessons from the past
A key objective of the funding is to enable the movement as a whole to understand how to achieve shared goals better and faster. An important way of doing this is to identify lessons learned and insights from entities who receive funds, and to share these lessons across the movement. Please answer the following questions in 1–2 paragraphs each.
- What were your in the past year, and how did you help to achieve movement goals?
- What were your in the past year (e.g., programs that were not successful)?
- What (organizational, environmental) enabled your success?
- What did you encounter and how did this affect what you were able to accomplish?
- What are the that other entities can learn from your experience?
Lessons for the future
The Wikimedia movement grows as each entity in the movement reflects and adapts its approaches to changing needs and contexts. The questions below encourage you to apply your thinking in the sections above of "how well have we done" and "what have we learned" to the development and execution of future organisational and program strategies. The questions below can be informed both by your own entities' learnings, as well as the learnings of other movement entities (e.g., adding a new program that appears to have caused significant impact in several other countries or communities).
- What organisational or program strategies would you continue?
- What might you change in organisational and program strategies in order to improve the effectiveness of your entity?
Stories of success and challenge
Of all the accomplishments highlighted through this report, please share two detailed case studies: one "story of success" and one story of challenge that your entity experienced over the past year (2–3 paragraphs). Provide any details that might be helpful to others in the movement on the context, strategy, and impact of this initiative.
Case study: success
Case study: challenge
- What are some of the activities that are happening in your community that are not chapter-led? What are the most successful among these, and why?
- Provide any other relevant information that may be helpful or relevant for the FDC (e.g., links to any media coverage, blog posts, more detailed reports, more detailed financial information).
Is your organization compliant with the terms defined in the grant agreement?
- As required in the grant agreement, please report any deviations from your grant proposal here. Note that, among other things, any changes must be consistent with our WMF mission, must be for charitable purposes as defined in the grant agreement, and must otherwise comply with the grant agreement.
- Are you in compliance with all applicable laws and regulations as outlined in the grant agreement? Please answer "Yes" or "No".
- Are you in compliance with provisions of the United States Internal Revenue Code (“Code”), and with relevant tax laws and regulations restricting the use of the Grant funds as outlined in the grant agreement? Please answer "Yes" or "No".
- Report any Grant funds that are unexpended fifteen (15) months after the Effective Date of the Grant Agreement. These funds must be returned to WMF or otherwise transferred or deployed as directed by WMF.
- Any interest earned on the Grant funds by Grantee will be used by Grantee to support the Mission and Purposes as set out in this Grant Agreement. Please report any interest earned during the reporting period and cumulatively over the duration of the Grant and Grant Agreement.
Once complete, please sign below with the usual four tildes.