Learning and Evaluation/Archive/Grantmaking and Programs/Learning & Evaluation portal/Theory of Change

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The Wikimedia Foundation has a set of strategic priorities established during the strategic planning process of 2010. All the work of the Grantmaking & Programs team is set around these seven strategies and our theories for how we can effect change in these areas.

Movement Strategic Priorities

There are a set of levers which we think effect highest level change for each of these strategies, which we call Focus Areas. These focus areas comprise the different components that are most directly related to the strategic priority. For example, in order to see any change in the number of active editors (the Participation goal) there are three places which can cause change: we can acquire more new users; we can have a higher conversion rate of new users to active editors; we can do a better job of retaining our current editor base.

Within each of these focus areas there may exist a group of levers for change. Levers are those points which activities are directly attempting to change. For example, in order to effect change within the acquiring of new users, there is either an increase in awareness, a facilitation of becoming a new user, or a stronger motivation to join. Initiatives/activities are structured along this front.

Each grant or spending channel within a large endowment of finances (e.g., FDC) should be targeted at effecting change within one or more of these focus areas and/or levers. So, within each focus area or lever of change, there is a portfolio of Grantee Projects that are working in this field. For example, within "Awareness," there could be a variety of Grantee Projects which have specific communications components meant to raise awareness.

Goals[edit]

The goals of incorporating the Theory of Change work into the our work in grant and program evaluation are:

  • Common articulation of our goals and priorities
  • Consistency in measuring our movement towards results
  • Forced articulation of activities and spending flows with strategic goals

Definitions[edit]

Hierarchy to Strategic Goals
Hierarchy Example
STRATEGIC GOAL

Highest level impact goals; the point of all the work we're planning programs behind

Increase PARTICIPATION of editors

Measured in terms of active editors

FOCUS AREA

The components which will be the major levers of change in the strategic goals.

Acquisition of new users

Bringing new users into the mix will provide a bigger base from which to create active editors.
(The other two initiatives in the project are "Conversion of new editors to long term editors" and "Retention of existing editors")

LEVERS FOR CHANGE

A component of an initiative that levers the achieving of the desired outcomes.

Awareness of the possibility of editing

Making sure people know that they CAN edit and/or inviting them to do so.
(The other sub-initiatives in the Acquisition initiative are "Ease of registration" and "Motivation to join")

GRANTEE PROJECTS

A set of money that is given to an entity of some size through some process (e.g., FDC, Grants Program, Participation grants) which is focused on creating impact towards a given strategic goal through influencing a particular initiative of the chain.

Sample grants:
  • Morocco University outreach events
  • Taghredat twitter campaign
  • PTWP Editing banner campaign

Detail[edit]

The full development of the focus areas and levers behind each strategic goal is our movement's Theory of Change: our hypothesis of what things we can do to move the needle in our strategic impact goals.

Built out fully, we have a suit of hypotheses. Below is an example of participation:
Participation Theory of Change

<insert tree graphs upon development>


Notes[edit]

A few notes regarding Infrastructure & Innovation:

  • "Infrastructure" and "Innovation" do not have targets set behind them, but they are priorities because they are necessary to achieve the strategic goals
  • Infrastructure and Innovation should exist only as to the extent they are enabling progress towards the other targets
  • Innovative programs and ideas should fall under the five strategic goals, whereas the creation of innovative environments (e.g., wmflabs) falls directly into the innovation bucket