Grants:APG/Proposals/2012-2013 round1/Wikimedia Philippines/Proposal form

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This proposal to the FDC was withdrawn by the grantee. Please visit the discussion page of the proposal hub for details.

This proposal form for Wikimedia Philippines's proposal to the FDC for 2012-2013 Round 1 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 Wikimedia Philippines, Inc.
Contact name Jose Roel Balingit
Contact position in entity Treasurer
Contact username User:Namayan
Contact email roel.balingit [at] wikimedia [dot] org [dot] ph
Entity fiscal year (mm/dd–mm/dd) 01/01-12/31
Timeframe of funds currently requested (mm/dd/yy–mm/dd/yy) 01/01/13-12/31/13
Date posted mm/dd/yy1 09/29/12
Round submitted (1 or 2) 1
Currency requested2 PHP
Exchange rate used (currency requested to $US) and date accessed (mm/dd/yy)3


Table 2.

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

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?
2010
  • What is the mission of your entity, and how does it support the goals of the Wikimedia movement?
Local Chapter of the Wikimedia Foundation in the Philippines and supporting the Wikimedia Foundation's mission in the Philippines and among Filipino communities abroad
  • 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.
The organization is led by a seven-man Board of Trustees, including the President, Vice-President, Secretary and Treasurer, as well as an Auditor who is not a member of the Board. Under the Board's oversight are the committee chairs for administration, fundraising, communications, project management and membership. Upon approval of amended by-laws with the Securities and Exchange Commission, the Board will be expanded to nine members, and the position of Chairman of the Board of Trustees shall also be created.
  • How many staff are employed by your entity?
0
  • Approximately how many volunteers participate actively in your entity?
20
  • How many members does your entity have?
82

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"?
  • Please give at least three examples of successful activities that your entity has completed. If available, provide links to information about these 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?
  • What else has your entity learned or innovated upon that could benefit the broader Wikimedia movement?

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

  • Link to previous completed fiscal year annual plan
N/A
  • Link to previous completed fiscal year annual report
2011 Financial Statements
  • Link to previous completed fiscal year grant report (if your entity has received funds from the FDC)
N/A

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)
Spending

+ 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.

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:

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?










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)?
    • Strong idea of volunteerism
    • Committed board
    • Strong brand awareness specifically Wikipedia
    • National presence
    • Diverse background
    • Well supported by Wikimedia Foundation
    • Good documentation or reporting
    • Strong presence in social media
  • What external opportunities enable your entity's plan (e.g., socio-political context, community participation, fundraising)?
    • There is interest to be a member of WMPH
    • Increased engagement with non-traditional partnership (includes other free culture advocacy organizations)
    • New sources of funding – direct donations, contests, exhibitions, and other charity events
    • Greater international exposure – forums, conferences, seminars and workshops
    • Generate awareness for other Wikimedia projects (non-Wikipedia -- like Mediawiki, Wiktionary, Wikibooks, etc.)
  • 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)?
    • Competition from established organizations
      • local – organizations that use wiki technology or projects similar to WMPH
      • international – other chapters and organized groups affiliated with the Wikimedia Foundation
    • Collaboration between traditional editors and non-editing WMPH members
    • Maturity of the target audience – includes awareness on free culture, creative commons, and acceptance of Wikipedia as useful tool for information.
    • Lack of organizational maturity within WMPH (activities are 100% volunteer-driven)
  • How will you minimize these risks and threats?

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:
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)










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+
N/A 0 N/A










+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
N/A 0 N/A N/A N/A










+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 N/A N/A
Proposed staff expenses N/A N/A
Total staff expenses N/A N/A

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










Total expenses

Table 9. details:


Summary of total revenues and expenses

Table 10.

In currency requested In $US
Total Revenues
Total Spending
Net (revenues less expenses)
Reserve balance, if applicable+

+ 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


This form was created by: seav (talk) 15:35, 29 September 2012 (UTC)