Grants:APG/Proposal form instruction

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This proposal form for 's proposal to the FDC for Template:APG may be viewed in tab view or standard view. To discuss this aspect of the proposal to the FDC, please visit the discussion page.


For some guidelines, please see this example proposal form.

All eligible entities will need to complete this form to request funds from the Funds Dissemination Committee (FDC). The completed document must be published in English on Meta by the deadline for each round (23:59 UTC 1 October for Round 1, and 23:59 UTC 1 March for Round 2).

The purpose of this document is to provide the FDC with an overview of your annual plan, the alignment of the plan to the Wikimedia movement’s strategic goals, and the potential impact and effectiveness of the plan. This proposal should complement any annual planning documents you may have: please complete all fields as mandatory and add links to supporting documents where relevant.

Each section of the proposal provides guidance on the amount of detail expected in response to each question or field. If you have additional questions about the form, please contact the FDC support team.

A few terms used in the form:

Basic information

Table 1.

Legal name of affiliated entity legal name
Contact name contact name
Contact position in entity position
Contact username username
Contact email email
Entity fiscal year (mm/dd–mm/dd) fiscal
Timeframe of funds currently requested (mm/dd/yy–mm/dd/yy) timeframe
Date posted mm/dd/yy1 posted
Round submitted (1 or 2) round
Currency requested2 currency
Exchange rate used (currency requested to $US) and date accessed (mm/dd/yy)3 exchange


Table 2.

In currency requested In $US
Total annual expenses of entity budget budgetUS
Amount proposed to the FDC for the coming year's annual plan request requestUS
Amount to be raised from non-FDC sources non-FDC non-FDCUS
If applicable, amount of FDC funds allocated to entity last year last year last yearUS

1The proposal is assumed to be final as of the deadline for each round (23:59 UTC, October 1 for Round 1, and 23:59 UTC March 1 for Round 2). After the deadline, the proposal must not be further modified; any further commentary should be included on the talk page.

2Currency requested is defined as the currency in which you wish to receive funds (e.g., EUR, GBP, INR).

3This exchange rate should be used throughout the form.

Background, history, and mission

This section provides the FDC an overview of your entity's background and history. Please respond to each question below with 1-2 sentences to a maximum of a paragraph.

  • When was your entity established?
established
  • What is the mission of your entity, and how does it support the goals of the Wikimedia movement?
mission
  • What is its current leadership structure (e.g., executive staff structure, board / governance structure)?
If you have an organogram or organizational chart for your organization, please provide a link.
leadership
  • How many staff are employed by your entity?
staff
  • Approximately how many volunteers participate actively in your entity?
volunteers
  • How many members does your entity have?
members

Reflection on past activities and innovations

This section provides the FDC with information about your entity's past activities and strategies. Please answer the questions below with your reflections on the past fiscal year. Responses to each question should be one or two paragraphs.

  • How does your entity define and measure "success"?
success
  • Please give at least three examples of successful activities that your entity has completed. If available, provide links to information about these activities.
activities
  • What are the plans/strategies that did not work for your entity in the past? What did your entity learn from that experience / those experiences?
not work
  • What else has your entity learned or innovated upon that could benefit the broader Wikimedia movement?
innovation

Where available, please link to the following to provide supplemental information to the FDC:

  • Link to previous completed fiscal year annual plan
previous plan
  • Link to previous completed fiscal year annual report
previous report
  • Link to previous completed fiscal year grant report (if your entity has received funds from the FDC)
previous grant report

Year-to-date progress

This section provides the FDC information about how your entity is progressing against the current fiscal year's planned budget (revenues and costs).

Please provide the relevant information below. "Year to date" refers to the period between the start of your entity's current fiscal year and the date of submission of the proposal(+). If it is helpful to link to your entity's current fiscal year plan and budget, please do so.

Table 3.

Current fiscal year planned budget Year-to-date actuals+ Variance
In currency requested In $US In currency requested In $US %
Revenues (from all sources) revenues planned revenues plannedUS revenues actual revenues actualUS revenues variance
Spending spending planned spending plannedUS spending actual spending actualUS spending variance

+ Actual year-to-date financials should be provided as close to the proposal submission date as possible; best approximations are sufficient.

Table 3. details:


Based on the variance percentages above, please describe how your entity is progressing against revenue and spending targets. If you expect your entity to be significantly under or over target on either revenue or spending, please provide a detailed explanation.

difference explanation

Key initiatives and objectives of the upcoming year annual plan

The table is intended to provide an overview of your entity's upcoming year annual plan and its alignment with the movement's strategic goals; please provide short phrases or 1-3 bullet points for each initiative in the table below. Feel free to add more details below the table (1-2 paragraphs per initiative). You can also link to any other documents that you think might be helpful as context.

If you feel you have an initiative that fulfills a strategic goal that is not immediately identified with a Wikimedia strategic goal ('readership' rather than 'editorship', for instance), please add that in the table and offer us your rationale.

Please link to your entity's strategic plan if you have one.

Strategic plan link: strategic plan link

Table 4.

Key initiatives What are the objectives of this initiative (include metrics)? Which Wikimedia strategic goal(s) does this initiative address? What key activities / milestones are associated with this initiative? How will your entity accomplish this initiative? How will your entity measure and track success of this initiative?
cell name
kiA1
this cell is required to use this row
cell name
kiB1
cell name
kiC1
cell name
kiD1
cell name
kiE1
cell name
kiF1
kiA2
this cell is required to use this row
kiB2 kiC2 kiD2 kiE2 kiF2
kiA3
this cell is required to use this row
kiB3 kiC3 kiD3 kiE3 kiF3
kiA4
this cell is required to use this row
kiB4 kiC4 kiD4 kiE4 kiF4
kiA5
this cell is required to use this row
kiB5 kiC5 kiD5 kiE5 kiF5
kiA6
this cell is required to use this row
kiB6 kiC6 kiD6 kiE6 kiF6








Table 4. details:


Additional context for the upcoming year annual plan / SWOT

Please provide 1-2 paragraphs for each response below. SWOT stands for your organizational strengths, weaknesses, opportunities, and threats.

  • What organizational strengths enable your entity's plan (e.g., leadership, governance structure, community participation, fundraising)?
strengths
  • What external opportunities enable your entity's plan (e.g., socio-political context, community participation, fundraising)?
opportunities
  • What are key risks or threats that would prevent you from achieving your plan (e.g., leadership turnover, governance challenges, lawsuits, fundraising, community participation, socio-political context)?
risks
  • How will you minimize these risks and threats?
minimize

Financials for the upcoming year's annual plan

  • Provide your financial overview for the upcoming year in the format below.
Please link to your detailed budget (translation into English highly recommended) in addition to completing the tables below.
Detailed budget link: detailed budget link
Revenues

Please list anticipated revenues, by source (e.g., FDC, Wikimedia grants programs, public funding, membership fees, local donations, event fees)
Table 5.

Revenue source Anticipated (in currency requested) Anticipated (In $US)
cell name
reA1
this cell is required to use this row
cell name
reB1
cell name
reC1
reA2
this cell is required to use this row
reB2 reC2
reA3
this cell is required to use this row
reB3 reC3
reA4
this cell is required to use this row
reB4 reC4
reA5
this cell is required to use this row
reB5 reC5
reA6
this cell is required to use this row
reB6 reC6








Table 5. details:


Current entity staff (e.g., Included in year-in-progress budget)

Role / functions might include program administration, finance, fundraising. Please include both part-time and full-time staff.
Table 6.

Role / Function Number of staff Percentage of staff time+
cell name
csA1
this cell is required to use this row
cell name
csB1
cell name
csC1
csA2
this cell is required to use this row
csB2 csC2
csA3
this cell is required to use this row
csB3 csC3
csA4
this cell is required to use this row
csB4 csC4
csA5
this cell is required to use this row
csB5 csC5
csA6
this cell is required to use this row
csB6 csC6








+Please include estimates of the percentage allocation of staff members. For example, for full time staff, you would put 100% in this column. For half time staff, you would put 50% in this column.

Table 6. details:


Proposed new staff for upcoming year annual plan

Role / functions might include program administration, finance, fundraising. Please include both part-time and full-time staff.
Table 7.

Role / Function Number of staff Percentage of staff time+ Duration Rationale for hiring new staff
cell name
nsA1
this cell is required to use this row
cell name
nsB1
cell name
nsC1
cell name
nsD1
cell name
nsE1
nsA2
this cell is required to use this row
nsB2 nsC2 nsD2 nsE2
nsA3
this cell is required to use this row
nsB3 nsC3 nsD3 nsE3
nsA4
this cell is required to use this row
nsB4 nsC4 nsD4 nsE4
nsA5
this cell is required to use this row
nsB5 nsC5 nsD5 nsE5
nsA6
this cell is required to use this row
nsB6 nsC6 nsD6 nsE6








+Please include estimates of the percentage allocation of staff members. For example, for full time staff, you would put 100% in this column. For half time staff, you would put 50% in this column.

Table 7. details:


Summary of staff expenses

Table 8.

In currency requested In $US
Current staff expenses current expenses current expensesUS
Proposed staff expenses proposed expenses proposed expensesUS
Total staff expenses total expenses total expensesUS

Table 8. details:


Expenses by program/initiative

Expenses are costs associated with any programs, initiatives, or projects your entity manages (e.g., event costs, materials, transportation). Please exclude any staff costs that are included above. “Programs / initiatives” might include education programs, outreach programs, etc. Please include any administration costs (e.g., office space rental, utilities) affiliated with each program along with any overall administration costs that are not affiliated with any particular program (e.g., Administration should be considered a "Program" under the first column.)

Table 9.

Program / initiative In currency requested In $US
cell name
oeA1
this cell is required to use this row
cell name
oeB1
cell name
oeC1
oeA2
this cell is required to use this row
oeB2 oeC2
oeA3
this cell is required to use this row
oeB3 oeC3
oeA4
this cell is required to use this row
oeB4 oeC4
oeA5
this cell is required to use this row
oeB5 oeC5
oeA6
this cell is required to use this row
oeB6 oeC6








Total expenses total program total programUS

Table 9. details:


Summary of total revenues and expenses

Table 10.

In currency requested In $US
Total Revenues total revenues total revenuesUS
Total Spending total spending total spendingUS
Net (revenues less expenses) net netUS
Reserve balance, if applicable+ reserve reserveUS

+ Cash reserve balance should include cumulative reserves and any net revenue

Table 10. details:


Verification that this proposal requests no funds from the Wikimedia Foundation for political or legislative activities

Enter "yes" or "no" for the verification below.

The term “political or legislative activities” includes any activities relating to political campaigns or candidates (including the contribution of funds and the publication of position statements relating to political campaigns or candidates); voter registration activities; meetings with or submissions and petitions to government executives, ministers, officers or agencies on political or policy issues; and any other activities seeking government intervention or policy implementation (like “lobbying”), whether directed toward the government or the community or public at large. Grants for such activities (when permitted under U.S. law and IRS regulations) should be sought from the Wikimedia Grants Program.
I verify that this proposal requests no funds from the Wikimedia Foundation for political or legislative activities Yes/No


This form was created by: [[Category:Annual plan grants or proposals by Proposal form instruction for {{Template:}}]]