2011-12 Fundraising and Funds Dissemination process/Survey

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'm beginning to significantly rejig this survey. I think the original version was too ambitious -- it aimed to survey individuals, chapter members and members of non-chapter organizations, and ask them about their experiences and desires with regard to all Wikimedia grant-making processes. I think that was too broad, so I've narrowed the survey to focus only on chapters.

I would like your help with this page! Please feel free to comment, discuss, brainstorm new questions, etc. I am interested in the views of people who are involved with chapter organizations, but I am also interested in hearing from people who are not -- this page is open to anyone, and I welcome your input. Please don't edit it directly right now, but please do write questions and comments on the talk page. I am hoping to get this survey finalized by Monday December 12, so ideally people can fill it out over the holidays.

Thanks Sue Gardner 03:17, 6 December 2011 (UTC)

Very rough draft of questionnaire

(Current state: this draft is about 70% done, if that. It needs a lot of work.)

Who is responding

Which of the following options best describes you:

• I am a member of a Wikimedia chapter, in a current or former leadership role.
• I am a member of a Wikimedia chapter, and I am not in a leadership role.
• I am not a chapter member, and there is a chapter in my geography.
• I am not a chapter member, and there is no chapter in my geography.
• I am not a chapter member, and I don't know if there's a chapter in my geography.
• DK/DTS

If you are a chapter member, please select the option that best describes you:

• My chapter has applied for a grant from the Wikimedia Foundation, and our grant request was approved.
• My chapter has applied for a grant from the Wikimedia Foundation, and our grant request was turned down.
• My chapter has applied for a grant from the Wikimedia Foundation, with no outcome yet as far as I know.
• As far as I know, my chapter has never applied for a grant from the Wikimedia Foundation.
• DK/DTS

Chapters' current activities

Which of the following types of activities does your chapter currently conduct?

• partnerships with GLAM or other cultural institutions, aimed at increasing quality
• other quality improvement initiatives such as competitions/contests
• activities aimed at recruiting new editors
• activities aimed at increasing new editor retention
• activities aimed at supporting the work of current editors in your chapter's geography
• liaising between the Wikimedia Foundation and current editors in your chapter's geography
• publicity, media, advocacy or government relations work
• other (please specify)
• DK/DTS
• NA -- I am not a chapter member

Chapters' future activities

Which of the following types of activities do you think your chapter should be doing, within the next few years?

• partnerships with GLAM or other cultural institutions, aimed at increasing quality
• other quality improvement initiatives such as competitions/contests
• activities aimed at recruiting new editors
• activities aimed at increasing new editor retention
• activities aimed at supporting the work of current editors in your chapter's geography
• liaising between the Wikimedia Foundation and current editors in your chapter's geography
• publicity, media, advocacy or government relations work
• other (please specify)
• DK/DTS
• NA -- I am not a chapter member

Current funding sources

Which of the following sources currently fund your chapter? (select as many as apply)

• membership fees or dues
• annual fundraising campaign (either directly as a payment processor, or through a grant from the Wikimedia Foundation)
• other small donor activities
• earned income (e.g., a merchandise shop)
• major gifts
• grants from grant-making institutions or governments
• donations in-kind or in-kind services (e.g., pro bono legal support)
• other (please specify)
• DK/DTS
• NA -- I am not a chapter member

Future funding sources

Which of the following sources do you think your chapter should be using to fund itself, within the next few years?

• membership fees or dues
• annual fundraising campaign (either directly as a payment processor, or through a grant from the Wikimedia Foundation)
• other small donor activities
• earned income (e.g., a merchandise shop)
• major gifts
• grants from grant-making institutions or governments
• donations in-kind or in-kind services (e.g., pro bono legal support)
• other (please specify)
• DK/DTS
• NA -- I am not a chapter member

Grant applications process

If you were to apply for a grant with the Wikimedia Foundation, which of the following would be most important to you: (pick three)

• Clear, detailed application guidelines
• A simple, non-burdensome application process
• Consistency in all communications
• Responsiveness of the Wikimedia Foundation staff
• Approachability of the Wikimedia Foundation staff
• Fairness of the people determining who gets grants
• Expertise of the people determining who gets grants
• Timeliness of response to your application
• A simple, non-burdensome reporting process for results
• other (please specify)
• DK/DTS
• NA -- I would never apply for a grant.

How funds should be disseminated

Which of the following do you think should be considered, when chapters' grant requests are evaluated: (select all that apply)

• chapter's track record for financial controls and standards
• chapter's current financial controls and standards
• chapter's track record of compliance with local laws
• chapter's current compliance with local laws
• chapter's track record of spending funds effectively
• chapter's current capacity to spend funds effectively
• chapter's track record of timely reporting (on activities, financial status, spending)
• chapter's willingness to commit to timely reporting in future (activities, financial status, spending)
• assessment of the strategic value (or likely impact) of the plans, relative to other funding requests
• other (please specify)
• DK/DTS

If the Wikimedia Foundation were creating a jury to evaluate chapter's grant requests, which of the following do you think should be represented on the jury? (select all that apply)

• representation from multiple countries
• current or former editing experience
• expertise in online community work outside Wikimedia
• current or former chapter leadership
• financial and accounting expertise
• legal expertise
• professional grant-making experience
• Wikimedia Foundation board member(s)
• Wikimedia Foundation staff member(s)
• other (please specify)
• DK/DTS

• Should the jury be able to make final decisions by itself, or should there be some kind of oversight for its work?

yes/no

• If yes, who should that oversight be provided by?

fixed list of options plus other (write-in)

Non-monetary assistance

The Wikimedia Foundation is considering offering non-monetary assistance to chapters. If the following types of non-monetary assistance were available to your chapter, which do you think your chapter should take advantage of? (Please pick three.)

general management advice

strategic planning advice

financial planning advice

support developing performance measures

encouragement or facilitation of collaborations

insight and advice related to our field

introduction to leaders in our field

research or best practices in our field

seminars/forums/convenings

board development/governance assistance

information technology assistance

communications/marketing/publicity assistance

use of Wikimedia Foundation facilities

staff or management training

Feel free to elaborate on your choices here: LARGE TEXT FIELD

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• Who should be eligible to apply for Wikimedia grants?

fixed list of options plus other (write-in) e.g., chapters, individuals, other non-profits, for-profits

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Rough sketch of demographic questions

• What is your gender?

Male

Female

Other

• What is your age?

Under 18

18-29 years old

30-49 years old

50-64 years old

65 years and over

• What is your employment status?

Currently employed

Self-employed

Out of work for more than 1 year

Out of work for less than 1 year

Stay at home mom, dad or guardian

A student

Retired

Unable to work

• What is the highest level of education you have obtained?

Primary education (elementary, primary, middle school, junior high, etc.)

Secondary education (high school, apprenticeship, etc.)

Tertiary education (associate's or bachelors degree, diploma)

Graduate education (master's)

Graduate education (doctorate's)

These questions are just a draft - we should keep it short and sweet. The latter two are borrowed from the most recent Editor Survey. Anything else we think we need to ask here? SarahStierch 16:51, 11 November 2011 (UTC)