2011-12 Fundraising and Funds Dissemination process/Funds Dissemination Criteria Table

Future of fundraising discussions - Index edit
Guiding Principles discussion Introduction Fundraising principles Funds distribution principles Fundraising models/future discussion Introduction, timeline & faq Goals Zack's observations on online fundraising How long will the Fundraiser keep growing? Wikimedia Foundation staff memo and analysis Recommendations Final recommendations from Sue Editable recommendations based on Sue's final recommendations Draft Recommendations from Sue Draft Recommendations discussion Draft Recommendations Q&A Brainstorming about Recommendation 4 Pros and cons Questions flowchart Fundraising options Alternative recommendations and philosophies Alternative recommendations (Open to all contributions) Recommendations by Tango Wikimedia Foundation resolutions Resolution: Wikimedia fundraising principles (10-9-2010) WMF Board of Trustees letter regarding fundraising accountability (8-5-2011) Resolution: Developing Scenarios for future of fundraising (1-18-2012) Draft Board resolution (2-9-12) Final Board resolutions (3-30-12) FAQ Discussion Wikimedia chapter statements Wikimedia’s culture of sharing (Wikimedia DE) Resolution on principles (Wikimedia UK) The importance of being a Wikimedia chapter (Wikimedia IT) Iberocoop joint statement Opinion French chapter Questions for the German chapter Wikimedia UK response to Sue Wikimedia CH response to Sue Wikimedia NL informal statement Overview of relevant data Sign up to participate Initial Thoughts Draft grantmaking survey Funds Dissemination Criteria мой Resource list (for survey preparation) Where the money comes from today Outcomes Final Board resolutions Creation of the Funds Dissemination Committee (FDC)

I apologize for this being such a clunky page, but I'd like to see if we can make it work.

Purpose of this table

The purpose of this table is to get a sense from people here of what they think the criteria should be for determining how funds are disseminated in the movement --- in other words, what conditions should need to be in place before money is awarded to movement players. It seems to me that different requests likely warrant different levels of assessment, based on who is making the request, how much funding is being requested, and what its purpose is. The goal of this table is to see if we've got any agreement on what levels of assessment would be appropriate for each type of request.

How this table is structured

• The left-most column lists the nature of the entity and what level of funding it is asking for.

• All the other columns are various funding criteria. There is a legend below the table.

• The contents of each cell will be checkmarks, or if no-one has added a checkmark it'll say Example.

How to fill in this table

First, thank you for being willing to give input! Filling out this table would probably take about 10 minutes, and I appreciate you investing the time. Anybody can fill out this table, no matter who you are: I am just asking for opinions here, and although some people will be better informed and more invested than others, I think everybody's opinion would help. I am going to assume that anybody who fills out the table is doing it with their personal opinions only. For the purposes of this, I'm not actually that interested in who thinks what; I am more interested in just seeing if there's general agreement anywhere.

To fill out the table, please add a to the appropriate cells.

Examples: If you believe that all funding requests should have their strategic value or likely impact assessed relative to other funding requests, then you should add checkmarks to all the cells in the K column. If you believe that "track record of compliance with local laws governing your type of organization" is irrelevant, then you should not add any checkmarks to cells in the D column. If you believe something that you can't fit into the table (like, if you believe that no individual should ever be given a grant exceeding 500K) please make a comment beneath the table.

I'd like to encourage people to fill out the table even if they're not absolutely certain about their views, and even if they think their opinions might change after discussion with others. The purpose of this is to do a quick scan of people's initial views today, so we can see if there's quite a bit of general agreement, or not.

How else you can help here

• Feel free to publicize this page to other people who might want to fill it out, and who haven't noticed it. That would be very helpful.

• I wonder if we also want to add "x"s in addition to checkmarks. Feel free to do that too if you want.

• If you can make the table better and easier to use (like Mike Peel did for this table, by fixing some formatting wonkiness related to footnotes), that would be great.

• If you want to add new columns (new criteria), I think that's fine. You might want to discuss them on the talk page first, just to check if people find them useful/understandable. It probably isn't worth adding new rows (ie types of funding requests) since the ones currently in the table probably cover 100% of possible types.

• If you want to dramatically overhaul anything here, please discuss it on the talk page.

I'm going to fill out the table myself, but I'll probably wait a few days so my input doesn't accidentally have an anchoring effect on anybody else. Caveats: my input will be just my fast personal gut opinion, and obviously because this is just a table I won't be able to express the full nuance of everything I think, plus I might change my mind over time.

Thanks, Sue Gardner 03:52, 13 November 2011 (UTC)

Payment processing

Payment processing

	financial		local laws		spending		international		reporting		strategy
	track record	current controls	track record	current compliance	track record	current capacity	willing- ness	legal ability	track record	willing- ness	assessm't of value
chapter that wants to process payments	√√√	√√√√√	√√√√	√√√√√	√√√√	√√√√	√√√	√X√	√√√X	√√√√	√X

Operating funds

Operating funds

	financial		local laws		spending		international		reporting		strategy
chapter seeking more than US$500K	√√	√√√√	√√√	√√√√	√√	√√√	√	√	√√√	√√√√	√√
other organization (non-chapter) seeking more than US$500K	√√√	√√√	√√√	√√√	√√√	√		√√	√√	√√	√√√
chapter seeking less than 500K	√	√√√√	√√	√√√√	√	√√√			√√√	√√√√	√√
other organization (non-chapter) seeking less than US$500K	√√√	√√√	√√√	√√√	√√√	√√			√√	√√√	√√√

Funds restricted for programmatic activities

Funds restricted for programmatic activities

	financial		local laws		spending		international		reporting		strategy
chapter seeking more than US$500K	√√	√√	√√√	√√√	√	√√	√		√√√	√√√	√√
other organization (non-chapter) seeking more than US$500K	√√√	√√√	√√√	√√√	√√√	√√√			√	√√√	√√√
individual seeking more than US$500K				√		√√			√		√√
chapter seeking US$100-500K	√	√	√√	√√	√	√			√√	√√	√
other organization (non-chapter) seeking US$100-500K	√	√√	√√	√√	√	√√	√		√	√√	√
individual seeking US$100-500K					√	√√			√	√	√√
chapter seeking less than US$100K	√	√	√	√√	√	√			√√	√√	√
other organization (non-chapter) seeking less than US$100K	√	√√	√	√√	√	√√			√√	√√	√
individual seeking less than US$100K					√	√√			√√	√√√	√√

Color code

chapter

non-chapter

individual

Béria's version

Payment processing

Payment processing

		chapter that wants to payment process
financial	Track record for financial controls and standards	Not OK
	Current financial controls and standards	OK
local laws	Track record of compliance with local laws governing your type of organization	OK
	Current compliance with local laws governing your type of organization	OK
spending	Track record of spending funds effectively	Not OK
	Current capacity to spend funds effectively	Not OK
international	Willingness to transfer an appropriate amount of the funding to be used internationally	Not OK
	Legal ability to transfer an appropriate amount of the funding to be used internationally	Not OK
reporting	Track record of timely reporting (on activities, financial status, spending)	OK
	Willingness to commit to timely reporting in future (activities, financial status, spending)	OK
strategy	Assessment of the strategic value (or likely impact) of the plans, relative to other funding requests	Not OK

Operating funds

Operating funds

		chapter seeking more than US$500K	other organization (non-chapter) seeking more than US$500K	chapter seeking less than US$500K	other organization (non-chapter) seeking more than US$500K
financial	Track record for financial controls and standards
	Current financial controls and standards
local laws	Track record of compliance with local laws governing your type of organization
	Current compliance with local laws governing your type of organization
spending	Track record of spending funds effectively
	Current capacity to spend funds effectively
international	Willingness to transfer an appropriate amount of the funding to be used internationally
	Legal ability to transfer an appropriate amount of the funding to be used internationally
reporting	Track record of timely reporting (on activities, financial status, spending)
	Willingness to commit to timely reporting in future (activities, financial status, spending)
strategy	Assessment of the strategic value (or likely impact) of the plans, relative to other funding requests

Funds restricted for programmatic activities

Funds restricted for programmatic activities

		chapter seeking more than US$500K	other organization (non-chapter) seeking more than US$500K	individual seeking more than US$500K	chapter seeking US$100-500K	other organization (non-chapter) seeking US$100-500K	individual seeking US$100-500K	chapter seeking less than US$100K	other organization (non-chapter) seeking less than US$100K	individual seeking less than US$100K
financial	Track record for financial controls and standards
	Current financial controls and standards
local laws	Track record of compliance with local laws governing your type of organization
	Current compliance with local laws governing your type of organization
spending	Track record of spending funds effectively
	Current capacity to spend funds effectively
international	Willingness to transfer an appropriate amount of the funding to be used internationally
	Legal ability to transfer an appropriate amount of the funding to be used internationally
reporting	Track record of timely reporting (on activities, financial status, spending)
	Willingness to commit to timely reporting in future (activities, financial status, spending)
strategy	Assessment of the strategic value (or likely impact) of the plans, relative to other funding requests