Grants:APG/Proposals/2014-2015 round1/Wikimedia UK/Impact report form
Purpose of the report
This form is for organizations receiving Annual Plan Grants to report on their results to date. For progress reports, the time period for this report will the first 6 months of each grant (e.g. 1 January - 30 June of the current year). For impact reports, the time period for this report will be the full 12 months of this grant, including the period already reported on in the progress report (e.g. 1 January - 31 December of the current year). This form includes four sections, addressing global metrics, program stories, financial information, and compliance. Please contact APG/FDC staff if you have questions about this form, or concerns submitting it by the deadline. After submitting the form, organizations will also meet with APG staff to discuss their progress.
2015/16 has been a year of significant organisational change for Wikimedia UK, with the departure of our first Chief Executive in Autumn 2014, followed by a staff restructure led by the board and the Interim Chief Executive which resulted in a number of redundancies and a period of uncertainty and transition for the whole charity. This brought with it some major short-term challenges in terms of maximising our impact and reach as a charity, which are described in this report. Despite this however, the charity has continued to deliver high quality work, maintaining and developing our reputation with partners in the cultural sector and supporting our volunteer community; with the restructure leading to increased creativity and innovation within the remaining staff team, and a fresh approach to volunteer engagement and project development and management. Whilst the effects of the restructure were clearly seen in our progress report at the halfway point of the year, overall we are pleased by our achievements against targets for the year, and particularly encouraged by the growing momentum of the programme in the final quarter.
The Wikimedian-in-Residence programme has undoubtedly been our strongest work to date, and is an established model for engaging successfully with an institution from the Galleries, Libraries, Archives and Museums (GLAM) sector. The Wikimedia UK programme of residencies continued throughout 2015 uninterrupted, and is key to many of our most significant outputs and outcomes during the year. The growing reputation of this programme has led to increasing enquiries from prestigious institutions, to the extent that we cannot currently meet demand for residencies. It’s a great indication of the growing success and profile of this programme that we currently have Wikimedians in Residence at Bodleian Libraries in Oxford, Museums Galleries Scotland, National Library of Wales, University of Edinburgh and, shortly, the Wellcome Library; with the latter two residencies fully funded by the institutions themselves. Going forward, we will continue to develop this model, with an emphasis on financial sustainability and legacy, whilst also exploring other partnership activities.
Our volunteers have in many cases continued to produce valuable work during 2015/16, and towards the latter half of the year the newly formed programmes team has been developing new approaches to working with and supporting this community. Whilst it’s clear that the restructure damaged our relationship with the community in the short term – as evidenced by the volunteer survey undertaken in January 2016 – we are confident that the new structure will lead to a better, more integrated and strategic approach to working with volunteers in 2016 and beyond.
Communications and advocacy are an essential aspect of our role as the UK Chapter for Wikimedia. Our work in advocacy is detailed towards the end of this report, but highlights for the year include our crucial work to preserve freedom of panorama in the UK, and our support for the Open Coalition project. The final quarter of the year also saw Wikipedia’s 15th birthday, for which we secured significant broadcast media coverage, and held a celebratory event attended for volunteers attended by Jimmy Wales.
Whilst the emphasis of this report is of course on our programmes and accompanying online impact, it’s worth noting that under the direction of the new Chief Executive, we have started a strategic planning process involving a review of our strategy and the development of a more focused, mission-driven business plan for the next three years. From a financial perspective, the charity is also healthy, ending the year in a significantly better position than the original budget.
OUR GENERAL CONTEXT
WMUK organisational restructure and CEO transition
The 18 month period between mid-2014 and late 2015 saw significant organisational changes for WMUK, driven by the board. Wikimania 2014, held in London, was a highly successful conference for the international movement, but placed significant organisational, funding, and staffing stresses on us as the local chapter. Following Wikimania, our long-term CEO, Jon Davies, left and was replaced by an interim CEO, D'Arcy Myers. Working with the board, D'Arcy implemented an inevitably difficult but necessary staff restructure in order to align staff roles with our newly–defined "project-focused” working procedures. During 2015 the board instigated its search for a new permanent CEO which was successfully concluded in October 2015 with the appointment of Lucy Crompton-Reid.
By 2014 WMUK had in place a stable, strong and strategic board, including trustees with significant experience in non-profit governance, legal and risk-management. Our independent governance reviewer noted that “WMUK has developed very quickly, and the charity has clearly put a lot of effort into ensuring that its governance now meets best practice expectations. It has a cohesive, skilled and experienced board in place. They have a clear understanding of the charity’s vision and mission”. By the spring of 2014, the board was pressing for more structured and rigorous quarterly reports to be supplied, taking the chapter’s agreed Strategic Plan as their basis, and giving the board an indication of what progress was being made towards the delivery of the operational plan and the objectives supporting it. This proved difficult with existing operational structures, and the board concluded that we needed to start working on the transition to a more streamlined organisation, better focused on our strategic goals, better able to engage with and involve volunteers of all kinds, and capable of achieving greater impact as a charity.
It became increasingly clear in the Autumn of 2014 that operational procedures needed to be reviewed, and that many of the assumptions on which our organisational structure was originally built were holding us back. The board noted that the charity had the potential to become a much more important player in the open knowledge arena than had been the case in the past. Working strategically during the period running up to and including Wikimania 2014 proved to be difficult, however, as we were attempting not only to run our own local projects, but also to support the Foundation and the volunteer organisers of the international conference. We had a lot of work to undertake, but essentially without any control. While Wikimania was an international success, for which volunteers, the Wikimedia Foundation and Wikimedia UK can all take some credit, the experience was challenging for us as the local chapter. Although we were not running the conference, we provided very significant staff and logistical support, beyond what we originally planned.
D'Arcy Myers was appointed interim chief executive in November 2014, following the departure of Jon Davies, with a remit to undertake a review of the charity's structure, organisation and staffing arrangements. The board did consider the possibility at this stage of appointing a new permanent CEO straight away, but concluded that we should take the time to find the right person while not allowing the essential restructuring work to slip. Shortly after Darcy's appointment, the FDC indicated that it was the thinking along very much the same lines as the board, with this comment:
While the FDC understands that reducing Wikimedia UK’s funding might be a strain on the organization, the FDC hopes it will lead to a productive re-evaluation of priorities and direction. The ED transition should be seen as an opportunity to rethink and restructure. The governance reshuffle and adaptation has been managed well, recommendations brought about by the governance review have been implemented, and board diversity has been achieved, which will provide a strong foundation for the coming transition. At the same time, the FDC notes that it seems difficult to identify a sustainable and clear staff structure beneath the executive level.
By December 2014 it had become clear that as a result of several unplanned costs, and the expected off-budget costs of the chief executive transition, the charity would be significantly overspent. Chief executive transitions are never cheap, although we were very pleased to be able to part on good terms with Jon Davies, which allowed costs to be kept at a far lower level than is often associated with such a change. To ensure ongoing stability, and to avoid financial reserves falling below a bare minimum the interim CEO, supported by the board, took immediate action by introducing a moratorium on non-essential expenditure, and cutting back the 2015–16 budget figures to a level that could be supported by our reduced grant from the FDC. While it was not impossible that further external funding could be obtained during 2015, the board concluded that it could not at that point recommend a core budget that assumed significant project-based or general contributions from trusts, foundations and corporates.
The organisational review was completed in May 2015, and D'Arcy concurred with the board that that a smaller project-focused staff team with significantly more emphasis on closer engagement between staff and volunteers would position the charity to deliver best impact against our charitable objectives. With the board’s agreement, a number of existing staff were made redundant, reducing the total staff headcount from 14 to 9. We would again like to repeat our thanks to everyone involved for their professionalism and understanding during that difficult time.
Our aim with the new project-focused working practices was to encourage community involvement with decisions on what we should do and not do, based on an assessment of which potential projects are best aligned with our strategic goals. A large part of the assessment must be to decide in a fairly structured way which projects are capable of generating sufficient active volunteer support (and fundability if funds are needed), and only then approving projects to support based on those giving the greatest charitable impact for the resources required.
A key priority for the Board during 2015 was the process of appointing a new permanent CEO. We decided to seek an ambitious individual who could provide strategic leadership and supportive management to volunteers and staff alike. The CEO needed to work to increase our profile and impact with our partners, engage with the volunteer community and develop our programme activity. The board noted that the charity's model for fundraising had not been adequate and that greater diversity of income streams was essential, and to that end we sought a CEO with significant personal expertise in fundraising from trusts, foundations and corporates, and who would be capable of taking a strong personal lead within the restructured staff team.
The board approached the task of selecting a new CEO by setting up a specialist subcommittee of trustees having experience in this area. We sought input from our community on the the skills needed and on the type of CEO we should look for, and we spoke to other chapters, particularly WMDE who had only just gone through their own chief executive search. Having reviewed the services offered by a number of executive search agencies we selected one specialising in the advertising of executive positions, and who would not to charge us a fee in the event that the search were to be unsuccessful. We received a gratifyingly large number of applications, and interviewed five candidates, but ultimately decided that none of those candidates was right for us. While this was of course disappointing, and led to some months of delay, the board was strongly of the view that it would be better to re-start the process rather than taking on someone we felt would be less than ideal. Having to carry out multiple searches is not unusual – the WMF and WMDE both did the same when they were looking for their new EDs – but a one-off hit on search and interim CEO costs was we felt preferable to having to live with concerns potentially for years to come.
For our second round of searching, we incorporated some lessons we had learnt during our first round:
- Although it may be tempting to define very specifically the exact skills and experience that the candidate should have, this can be offputting for individuals at this level for whom many of the core competencies can be taken for granted. Being too prescriptive suggests to candidates that the charity is looking for somebody whose role is merely to execute a programme defined and closely controlled by the board rather than – what we really want – bringing their own ideas and enthusiasm and acting as an effective enabler for projects designed and led by members of our volunteer community.
- Candidates who would be effective at leading an open knowledge charity such as WMUK cannot easily be found by placing job advertisements, even in the specialist charity press, and it is much more effective to appoint a headhunter who can approach candidates directly. Agencies that offer such a service are more expensive than agencies who rely solely on advertising, but in our area of specialisation do seem to be able to supply candidates from across a much wider field.
In July, we announced to our community that we had appointed Lucy Crompton-Reid as our new CEO. Lucy was previously Director of the national live literature charity Apples and Snakes and has extensive experience in volunteer engagement, organisational development, working with strategic partners, media, education, and securing external fundraising from trusts and foundations. Over the course of her career Lucy has worked in both the charitable and public sectors, with roles including Head of Outreach at the House of Lords, where she was the strategic and operational lead for education and outreach activities.
Our restructure and search for a new CEO was a time-consuming and quite expensive process lasting 18 months. We are pleased that it has gone relatively smoothly, and that this period of organisational introspection has finally come to an end. We are now all looking forward to focusing on our higher levels of aspiration, programme effectiveness, and external charitable impact.
In concluding that significant organisational change was needed, the board recognised and weighed very carefully the fact that this would not be an easy path to follow. We understood that it would involve fairly significant costs, and that the process would inevitably result in an extended period of uncertainty both for community and staff. As the board has a duty of confidentiality to its staff, staff reviews cannot be discussed publicly, and we understood that that would result in criticisms from volunteers that we would not easily be able to address. A major negative effect would be reduced charitable activity and impact during and even following the transition period. There was also the very real risk that our community, the WMF, and perhaps the FDC might have unreasonable expectations that long-established organisational structures, working practices and charitable programmes can be turned around overnight, resulting in a step change in impact for minimal cost.
Bearing all that in mind, the board nevertheless concluded that it needed to act in the long-term interests of the charity, and to move forward with some essential changes. Although such changes can never be as speedy as we might ideally like, they are necessary if the charity is to achieve its full potential of operating at a much higher levels of effectiveness, efficiency and overall impact for the benefit of the movement as a whole.
As indicated above:
- Supporting Wikimania is a hugely difficult and expensive operation, even for a relatively large chapter such as WMUK. Any chapter thinking of doing so should make very clear arrangements from the outset about which direct and indirect costs will be covered by the WMF or other movement sources.
- Chapter boards need to keep their long-term open knowledge mission in mind, and be ready when needed to take the lead where difficult changes are required even when (as is usually the case) a certain level of volunteer criticism can be expected. Chapter boards are one of the few entities within the Wikimedia movement whose major purpose is to think strategically, and who can avoid getting too distracted by community and movement politics.
- Any staffing or organisational changes will inevitably be challenging for staff. Although staffing issues cannot be openly discussed with the community, it is crucial to be as open as possible with staff, and to be scrupulously fair. Retaining good relations with both leaving and continuing staff is of paramount importance, not only from a narrow business point of view, but more importantly to try to retain individual contacts and enthusiasms for the future benefit of the movement.
- Where there is to be a CEO transition, it is worth considering the possibility of appointing an interim CEO rather than rushing in to get a replacement without adequate consideration.
- Potential CEO candidates in the open knowledge field are more effectively found by headhunting rather than by advertisement.
- Make good use of external experience, including the experience of other Wikimedia chapters.
- If the right candidate cannot be found straight away it is better to reflect on the reasons why and to restart the search than to appoint somebody who cannot be wholly recommended.
- When writing a job description for the CEO role, avoid the temptation to be too prescriptive as it is likely to put off potentially promising candidates.
Impact on delivery
The restructure and its effects on our programmes - both negative and positive - is referred to throughout this report, to give a full sense of how it influenced our work. Whilst we believe that restructuring the staff team will be beneficial in the longer term, it inevitably had an impact on short-term delivery, which is clearly seen in the metrics for the year. The first quarter of 2015/16 coincided with a period of significant upheaval for the charity, during which staff were directed to sustain current relationships, but not to set up new initiatives. By the second quarter, the new programme team was starting to be formed, however delivery was still affected by the transition. Towards the end of Quarter Three, the programme team was complete, and the new CEO joined the organisation, bringing in fresh impetus to our activities; and by the final quarter of the year - despite traditionally being a quieter period in terms of partnership activities - momentum was growing across our programme.
New Strategic Framework and Three Year Business Plan
As indicated in the executive summary, under the leadership of the new CEO we have entered into a strategic planning process, the outputs for which will be:
- A clear, concise strategic framework for the period 2016 to 2019, which outlines our vision, mission, values, outcomes, strategic aims and objectives and major programmes, which can be shared with the community, partners and funders and used as the basis of both our communications and fundraising strategies
- A three year business plan which puts the strategy in context, articulating the external context and drivers, planned priorities, programmes and themes for the three year period and internal resources including staffing and funding
- A delivery plan which details our activities in 2016/17
The strategic planning process has so far included an away day with the board and a planning day with the staff team, with the draft strategic framework to be opened up to community consultation in the Spring of 2016.
As indicated in the progress report, we reviewed and updated the metrics system for 2015-16 at the beginning of the activity year, resulting in some changes from those initially proposed in the FDC activity plan. There were two factors that influenced this; the introduction of global metrics, and our ED transition (which started just after we submitted our activity plan). By the start of 2015 we knew that this transition and an imminent staff restructure would impact on delivery in a significant way, and that we needed to update our targets accordingly. Many aspirational or auxiliary indicators were phased out, and we also reduced some targets in the light of organisational changes. We also took the opportunity to fully implement the global metrics into our measurement system.
Global metrics overview - all programs
We are trying to understand the overall outcomes of the work being funded across our grantees' programs. Please use the table below to let us know how your programs contributed to the Global Metrics. We understand not all Global Metrics will be relevant for all programs, so feel free to put "0" where necessary. For each program include the following table and
- Next to each required metric, list the outcome achieved for all of your programs included in your proposal.
- Where necessary, explain the context behind your outcome.
- In addition to the Global Metrics as measures of success for your programs, there is another table format in which you may report on any OTHER relevant measures of your programs success
For more information and a sample, see Global Metrics.
|1. # of active editors involved||708||Event participants - our conferences and chapter community events, editathons, training, online editing contests.|
|2. # of new editors||438||Trained through editathons and introductory sessions.|
|3. # of individuals involved||1,856||Includes the two metrics above|
|4. # of new images/media added to Wikimedia articles/pages||2,217||Representing about 11% of our total uploads - good reuse rate, thanks in large to activities by the Wikimedians in Residence.|
|5. # of articles added or improved on Wikimedia projects||13,072||Very impressive numbers from Welsh Wikipedia (see G1 for details), volunteer grants (covered in G2a below), work on Wikidata. A massive improvement in relation to 6 month mark.|
|6. Absolute value of bytes added to or deleted from Wikimedia projects||68,430,511||Closely linked to the activities above.|
Telling your program stories - all programs
Please tell the story of each of your programs included in your proposal. This is your chance to tell your story by using any additional metrics (beyond global metrics) that are relevant to your context, beyond the global metrics above. You should be reporting against the targets you set at the beginning of the year throughout the year. We have provided a template here below for you to report against your targets, but you are welcome to include this information in another way. Also, if you decided not to do a program that was included in your proposal or added a program not in the proposal, please explain this change. More resources for storytelling are at the end of this form. Here are some ways to tell your story.
- We encourage you to share your successes and failures and what you are learning. Please also share why are these successes, failures, or learnings are important in your context. Reference learning patterns or other documentation.
- Make clear connections between your offline activities and online results, as applicable. For example, explain how your education program activities is leading to quality content on Wikipedia.
- We encourage you to tell your story in different ways by using videos, sound files, images (photos and infographics, e.g.), compelling quotes, and by linking directly to work you produce. You may highlight outcomes, learning, or metrics this way.
- We encourage you to continue using dashboards, progress bars, and scorecards that you have used to illustrate your progress in the past, and to report consistently over time.
- You are welcome to use the table below to report on any metrics or measures relevant to your program. These may or may not include the global metrics you put in the overview section above. You can also share your progress in another way if you do not find a table like this useful.
Programme 1: Develop open knowledge
|Outcome Measure||2014-15 outcome||2015-16 target||2015-16 6 mth outcome||2015-16 outcome|
|Number of uploads||168,283 incl 150,000 2 mass uploads||'track'||5,513||20,797|
|Number of new images/media added to Wikimedia articles/pages (GM 4)||n/a - we measured a % reuse||n/a - we had a % reuse target||773||2,217|
|Percentage of WMUK-related files (e.g. images) in mainspace use on a Wikimedia project (excluding Commons)||3.6%||5%||14%||11%|
|Absolute value of bytes added to or deleted from Wikimedia projects (GM 6)||16,459,774||'track'||2,508,798||68,430,511|
|Number of files (e.g. images) that have featured status on a Wikimedia project (including Commons)||63||50||43||57|
|Number of new articles started on a Wikimedia site (eg any of the encyclopedias, incl Wicipedia)||835 (en) + 8,218 (Welsh)||800||246 (didn’t count Welsh Wikipedia)||6,712|
(c.5000 from Wales)
|Number of articles added or improved on Wikimedia projects (GM 5)||n/a||n/a||391 (didn’t count Welsh Wikipedia)||13,072|
This programme strand was mainly concerned with generating and improving open content - supporting the Wikimedia Foundation’s strategic goal focused on content - with a particular emphasis on partnerships and volunteer-led projects. We worked with organisations from the cultural, education sectors and beyond in order to unlock content, remove barriers to knowledge and engage with the public. We also increased the quality and quantity of diverse online content, changing our programme to bring more of a focus on diversity throughout our work.
As planned, we continued to build our Wikimedian in Residence programme, running fewer but much more focused, in-depth projects than in previous years. This follows the lessons learnt from the WIR review in 2014:
The staff restructure in 2015 enabled us to commit more time to working with partner institutions, with the changes implemented in the staff structure supporting our delivery and reach. We also developed closer connections with our Wales Manager, leading to a more cohesive programme across the country and ensuring that the charity’s work in the Welsh language is linked to our other activities.
In terms of education, we originally planned to continue our focused work on Wikipedia in the Classroom, however the loss of our dedicated Education Organiser in the staff restructure put a halt to those plans - particularly in the first half of the year. We have learnt that our higher education partners tend to need input, reassurance and support from us in order to deliver to the Wikipedia in the Classroom programme successfully, and in the latter half of the year one of our Project Co-ordinators has been reconnecting with universities in order to ensure the continued delivery of this work.
Whilst the restructure had a significant impact on our programme delivery during the year, we were pleased to see the development of open knowledge through our Wikimedians in Residence - who continued to deliver training sessions, editathons and other activities during a period in which Chapter staff were unable to. Despite the challenges described earlier, and elsewhere in our report, we were also pleased to have delivered a number of very successful projects and other initiatives.
Generating text content
Our ongoing programme of editathons and training workshops are crucial to generating new content on Wikipedia and the other Wikimedia Projects, however beyond this, there are a number of key initiatives from the year to showcase.
Quotes about editathons:
It was really nice to see and know how Wikipedia works, if only for my own interest!— Anonymous event attendee
[The WIR at the Royal Society of Chemistry] really knows his stuff but also was brilliant at showing everyone what to do even those like me who had done nothing before— Anonymous
Releasing/generating media - including images
The number of uploads we supported in 2015-16 increased with every quarter, indicating renewed activity in our programmes and partnerships. The total number of uploads is comparable to the previous year result after discounting mass uploads (such as the one-off 100,000 Wellcome donation). The images we contributed to Commons were smaller, handpicked sets - which also means their reuse rate was higher than last year. Many upload projects focused on addressing content needs on e.g. Wikipedia.
A 3D reconstruction of Holt Castle in Wales. The release was inspired by an event at the University of Swansea attended by one of the people involved in creating the reconstruction.
Particular collections are highlighted below.
With relatively small, but much needed uploads, we wanted to highlight the page views on the content we made available in 2015-16, with particular focus on the work of Wikimedians in Residence.
There have been eight residencies active in 2015-16:
- Museums Galleries Scotland
- National Library of Wales
- Bodleian Libraries
- University of Edinburgh
- Cancer Research UK
- National Library of Scotland
- York Museums Trust extension
- Royal Society of Chemistry
Considering all the images that these residents contributed, a total of 21,372 files have been added to Wikimedia Commons, with 4,926 used in mainspace. These files were uploaded throughout the residencies, and some were uploaded before 1 February 2015. In 2015-16 these files were seen by 90 million readers, and 20 million in January 2016 alone, representing a very significant impact in terms of readers and users of the Wikimedia projects.
Large content releases are often the result of ongoing discussions with institutions and take months to come to fruition, as it can involve discussions around relicensing images and ensuring there is adequate metadata. The approach at the Bodleian Library has been to add images from Digital Bodleian, and reach out to other organisations for smaller content uploads to demonstrate the reach that can be achieved through Wikimedia - building the case for greater content releases. The page view statistics have been particularly effective at leveraging influence within the National Library of Wales, from which 14,000 images have been uploaded. The image uploads, and the reuse % shows a very clear link between the offline activities that we run (e.g. image reuse editathons), and the online Wikimedia impact.
The image reuse statistics are particularly impressive for many of the WIR projects, as the data below illustrates.
|Partnership||# files uploaded||# files used||# articles using files||% files used||page views in 2015-16||page views in Jan 2016|
|Glasgow Museums (MGS)||196||5||7||2.6||164,546||46,747|
|University of Edinburgh||53||7||7||13.2||-||-|
|National Library of Scotland||1114||150||178||13.5||15,166,410||2,053,463|
|Royal Society of Chemistry||307||59||87||19.2||Not in BaGLAMa||214,297|
|York Museums Trust||657||194||455||29.5||6,493,214||502,945|
|York Museums Network||168||43||58||25.6||1,861,364||288,879|
|National Library of Wales||14125||4109||4525||29.1||39,814,949||11,712,183|
|Cancer Research UK||574||222||346||38.7||15,674,069||2,444,884|
|And earlier WIRs for comparison:|
|Tyne and Wear Museums||293||47||87||16.0|
We also looked at the featured images that we support, and the pageviews on those. It wasn’t possible to run numbers just for 2015-16, but for all the Featured Pictures we made possible, the page views is 1,218,098 in January 2016. We could then extrapolate this figure to estimate 13 million views for the whole year.
Our key activity with partners is the Wikimedian in Residence programme, which has been very successful during the year 2015/16. However, our partnerships work is hugely dependent on the external context, and when partner organisations are faced with budget cuts, redundancies and changes in their strategic direction, our projects are inevitably affected. We had to work through several setbacks during the year, which we thought it would be helpful to highlight here for the benefit of other Affiliates whose work has a similar partnership model.
Budget cuts/staff restructure:
One of our partners went through a restructure towards the start of their project, but as this resulted in the creation of a new digital engagement team, it actually had a positive impact on the WiR, who worked within this team. Subsequently, however, we experienced a setback when further budget cuts meant that a mass upload project (for 140,000 items) was put on hold despite being previously approved - as the institution became under increasing pressure to monetise content, and a major cataloguing project meant that technical support was refocused elsewhere. Instead of the mass upload, a new list of about 500 handpicked items for manual upload has been submitted for approval, with items selected based on their potential impact and usability on Wikipedia.
This example highlights a wider trend within the UK GLAM sector that has been particularly evident in our partnership work over the last year. As Sara Thomas, Wikimedian in Residence at Museums Galleries Scotland reports,
We did experience throughout the course of the last 12 months repeated resistance to the idea of image donation in particular, which revealed a general lack of development in the sector in the realm of digital licensing policy. Since the introduction of the amendments to the PSI Directive in 2015 we are starting to see these attitudes change, but there is still a generalised concern over both loss of control and loss of revenue, even when items have passed into the public domain. Further work will need to be done in the sector for museums to embrace diversification of income generation - and to take advantage of income generation enabled by digital culture - if the fears surrounding loss of income are to be assuaged.— Sara Thomas, Wikimedian in Residence at Museums Galleries Scotland
One of our partners went into an in-depth strategy consultation during the WIR project we have been running with them. As our projects are normally linked with the strategic goals of partner institutions, such reviews can have a huge impact on the viability of our collaborations. When an organisation is working out what they should be focusing on in the future, they can’t make a decision on whether a Wikimedia project should be continued or not, something we have a little control over in our working context. We could relate to that, having gone through a similar process earlier in the year.
Spotlight on projects:
Partnerships take a long time to develop and sometimes the work we put into collaborations leads to further projects in a very non-linear path. An example of this is a partnership that we developed with the Edinburgh University, which culminated in hiring a WIR at the end of 2015.
Our work with partners also brought in a significant amount of gifts-in-kind in various areas of our work, for example c. £10,000 for hosting of conferences and major events, and salaries of Wikimedians in Residence (c. £10,000 again). This shows our capacity for attracting diverse funding, something that the FDC praised us in the past for.
Programme 2: Develop, involve and engage WMUK volunteers
|Outcome Measure||2014-15 outcome||2015-16 target||2015-16 6 mth outcome||2015-16 outcome|
|Number of volunteers (people involved in WMUK activities)||765||500||543 in trailing 12 months.
112 in Q1 and Q2 quarter
|Number of leading volunteers||305||100||261||70|
|Number of activity units||2,539||1800||577||1,688|
|Number of leading activity units||987||400||69||222|
|Proportion of activity units attributable to women||38%||38%||36%||30%|
|Proportion of leading activity units attributable to women||28%||28%||45%||40%|
|Number of active editors involved (GM 1)||n/a||n/a||33||708|
|Number of newly registered editors (GM 2)||n/a||n/a||184||436|
|Number of individuals involved (GM3)||n/a||n/a||511||1,856|
Volunteers are central to the work of Wikimedia UK, and this programme was focused on attracting, developing and supporting our community of volunteers and editors. Most of our activities in this area are focused on supporting the WMUK community of volunteers, rather than the online community of editors; as the offline involvement of volunteers is essential for our Chapter and enables us achieve greater online impact. This programme area relates primarily to the Wikimedia Foundation’s strategic goal focused on participation.
I strongly appreciate what the charity is doing, volunteering with you is quite straightforward, the team is fantastic, I get to meet amazing people through volunteering.— Response to the volunteer survey
Originally, we were planning to support volunteers through broad initiatives such as grants, travel support and more general support, however this meant that the programme lacked focus and was quite reactive. During the course of the year, this area of our work went through significant changes, driven initially by budget savings but ultimately creating a more focused programme, which incorporated the newly adopted project-based approach. Changes included cutting ‘general support’, which ensured support for our volunteers was for a specific purpose, and linked to other activities we were running; and securing gifts in kind for events such as the AGM and the volunteer strategy day, which we would have struggled to run otherwise. Project grants were overhauled and travel grants were only offered when there was a clear link to a particular project or a priority area of work for the charity. Train the Trainer also became more focused, with an emphasis on developing skills that WMUK specifically needs to deliver our programme, such as volunteer engagement.
Towards the later half of the year we crystallised the new approach to this programme, focused on developing our volunteer community through training, competitions, community consultation and small project grants. We also started involving volunteers directly in the management of the charity through the Evaluation Panel. All these activities were aimed at establishing an approach where staff and volunteers collaborate on projects together, and we are now continuing this work.
We have not achieved the levels of volunteer activity that we were anticipating at the start of the year. With the Volunteer Support roles made redundant as part of the restructure, volunteer engagement now sits mainly within the newly-formed programme team, most of whom are relatively new to this work. Whilst the change makes strategic sense, the period of transition impacted on our ability to remain connected to our volunteer community and we learnt that it takes time to rebuild trust after a prolonged period of reduced contact. It will take some time to see the results of our renewed efforts in volunteer engagement.
In addition to the restructure, a lack of major engagement events that had happened in 2014 - such as Wikimania and the Barclays editathon - meant a steep drop in activity units. It is also worth noting that as we went into delivery in 2015, we became much more stringent in the way we count lead activity units, limiting them to instances where volunteers truly are leading on activities. It therefore looks like we delivered significantly below target, which is not the case.
At the end of the year, we ran a volunteer opinion survey, which reflected back to us the issue of reduced activity, but which was also promising in terms of potential future engagement.
The work done by all the staff is much appreciated, especially in the difficult and demoralising circumstances the charity has sometimes found itself in.— Response to the volunteer survey
After the troubles of the last 2 years, WMUK still seems slow to pick up speed again.— Anonymous response to the volunteer survey
Volunteer grants were key in generating some of the content we produced in 2015-16. Beyond the writing contests, we supported several other project ideas.
I remain indebted to WMUK and their microgrants, which are just the right size and scope for a competition such as this, and have been instrumental to improving 0.5% of wikipedia's core portfolio.
Grants active in 2015-16
- Core Contest
- Stub Contest
- Take the Lead!
- Wimbledon photos
- Bodleian photos
- Writing about UFOs
- Costs to run editathons at SOAS
- Golden Hollywood
Ongoing from previous year (all for books to write articles):
- Hotels and cinema
- Channel Tunnel
- Railway architecture
Grants approved in 2015-16 can be split into four broad categories: funding prizes for writing contests, taking photographs of notable buildings/events, providing sources to write articles, and financing workshops. This last strand is expected to become more common in 2016-17 as we encourage volunteers to use our project grants system to plan a workshop and cover the costs of the event. Additional grants active in 2015-16 which carried over from the previous year were for sources to write articles.
A strength of the process is that it allows volunteers to develop their own projects and support from WMUK allows them to access resources. The application process was changed in 2015-16, which involved changing the staff members involved in the process. A large number of applications has the potential to overwhelm the evaluation panel which is made up of volunteers. To mitigate this staff are involved in the process and can approve straightforward requests.
As with other programmes, grants were affected by the restructure, where for several months there was no staff member looking after them. This meant that we had a setback in terms of following up and tracking applications. Also, the projects that had been previously approved suffered from a lack of communication with the office. Once established, however, the programme team has worked hard to refresh the volunteer grants programme following feedback at the Volunteer Strategy Day in July. The process was changed to involve a higher level of dialogue between staff and volunteers and to better support the development of volunteer-led projects and ideas (https://wikimedia.org.uk/wiki/Project_grants). We were also proactive in encouraging volunteers to apply, asking past grantees to promote this opportunity through their own networks.
To further support the updated process of grants which focused more on conversations and developing projects, the programme team set up a new Evaluation Panel. The remit of the panel was to feed into volunteer grant proposals, but also wider project ideas (such as Wikimedian in Residence applications). The panel was built on an original group of volunteers who vetted volunteer grant proposals, and although the change of remit caused some initial confusion, we are currently resolving that, organising an offline meeting of the panel to go through the selection criteria and other aspects of functioning as a panel.
We have also been working to address the challenge of the group being responsible both for assessing small microgrants, and big partnership proposals. We are working through the issues of having one process adapting to both ends of the scale - something that we could learn about from the grants team at WMF!
Training and skills development
Originally we planned to run a general Train the Trainer session, but we changed these plans to make training more relevant to our needs in 2015-16. In Q4 we started developing new ways of building volunteer skills and supporting our trainers. To start with, we organised a small focused workshop where we started developing training materials, with the aim of creating standard modules on topics such as basic editing. This brainstorm-based day fed ideas to the training organisation that we’re working with to develop the content further, and we now have a draft module for basic editing. This will help Wikimedia UK trainers who are not fully confident to deliver editing sessions, giving them a template structure and format, plus well-designed materials to use at events.
Broadening our training offer, and responding to our programme needs in the new plans, we ran two skills training sessions in January - Project management and Volunteer engagement. In 2015, through the project approach, we identified that we should support volunteers in being more involved in delivering defined projects. This session supported a group of key volunteers in thinking about project managing a Wikimedia event. Volunteer engagement was important as we recognise the need of growing our community, and yet know it may not be possible to do it all from the office.
We looked at how we can get people from different backgrounds interested and involved with our activities. The participants looked at what motivates people to get involved; what rewards exist for volunteering; the difference between staff members and volunteers and what activities volunteers enjoy.
These were pilot events which we would be delivering again depending on the community demand. Certainly it gave us new ideas of volunteer engagement which we will be carrying forward in 2016-17 (e.g. that no ‘one approach’ would work for everyone when attracting new volunteers).
Having previously been very focused on gender diversity, we attracted FDC’s attention when in the progress report this area seemed to be de-prioritised. However as the year has progressed we have put considerable effort into this area, seeking to embed diversity right across our work rather than having a specific, separate programme focused on this area.
A number of events took place with the aim of improving content on notable women in Wikipedia. Some of these events had themes like an editathon to create articles on medieval women with a particular focus on Welsh and Irish women; Art+feminism Editathons (we have since built on this in 2016/17); women in science, technology, engineering and maths editathons, a food symposium aimed at improving the coverage on Wikipedia of women and food; highlighting women on the honour roll of Glasgow School of Art who are unrepresented on Wikipedia; an editathon to increase the amount of information about women architects on Wikipedia including the notable alumni of the Architectural Association; and Mary Barbour related articles. One notable theme was the Ada Lovelace Bicentenary with events taking place in Oxford, Wales, Edinburgh and Cambridge aimed at creating or improving articles on women’s achievements in STEM.
Most of the new editors at a Brixton's Black Cultural Archives event were women. In this case, a doubly marginalised community on Wikipedia. Of course, turning enthusiasm into regular contributions is an ongoing challenge. They all have their WMUK booklets, and we will encourage them to study in earnest for a follow-up event.
Our gender participation metrics are very strong on female representation, continuing a trend of female attendees of our events. It should also be noted that our board and staff team is very well-balanced, with a 50/50 gender split on both the staff and the board at the current time. We also recruited three women to the Evaluation Panel.
Here is some additional data for a more complex picture. Along with our annual volunteer survey, we asked people some demographic questions. Here are the results: https://wikimedia.org.uk/wiki/Volunteer_survey/2015/Demographics_report
The gender breakdown of the respondents doesn’t correspond fully with our reported gender stats on programme participants. It’s something we need to explore further, but perhaps our core community (people likely to respond to our survey) is less diverse than the participants of the editathons and training events (predominantly attended by newbies)
Programme 2b: Use effective and high quality governance and resource management processes
While the targets in this area were focused on how well we function as an organisation, we felt that they were worth covering in this report; particularly given the significant changes that we have gone through in 2015.
Following a busy year with Wikimania 2014, we originally proposed a slightly reduced staff team of 15 people (12.4 FTE) for 2015, in our funding application to the DFC. The team had been growing organically since the first paid staff were appointed in 2011, and wasn’t structured in an optimal way. Originally we were also intending to create a new position of a Chief Technical Officer. However the CEO transition, and the restructure that followed, offered the much needed opportunity to rethink and reorganise how we are structured and which posts are necessary for the organisation’s success.
Reorganisation takes up internal capacity even when the results are in the end greater efficiency - the challenge is that the team members that remain may need to focus on restructure tasks and process (handovers, recruitment, induction), rather than delivering programme-related activity. Organisational change takes time to achieve - whilst the restructure at WMUK started towards the end of 2015, it was only in the third quarter of the next financial year that the Programme team was complete, with the first half of the year significantly affected by a lack of staff capacity.
With the new Chief Executive, a number of changes in working practice have been introduced, such as more regular staff meetings, a greater emphasis on line-management, and the creation of a new Senior Management Team made up of the CEO, Director of Finance and Operations and Head of Programmes and Evaluation. The SMT meets monthly and considers all management issues, reporting back to the board and consulting with the rest of the staff team as necessary to ensure the organisation is well run and that internal and external communications are effective.
Metrics and evaluation
There were many positive developments in this area in 2015-16, in essence improving on the systems already built. We have built consistency in terms of evaluation, e.g. metrics that we are capturing. This means we are developing understanding of our baselines and expectations we can have of programmes.
With reduced programme funding in 2015-16, we became much more focused on assessing whether any proposed projects are addressing a ‘need’. For example, the volunteer Evaluation Panel looks at projects in the context of whether they are addressing content gaps.
Gathering data during the transition process has been challenging, with some information getting lost through staff changes and general difficulty of continuing to deliver projects while being in a process of significant change. This period of potential data loss, however, gave us an additional stimulus to focus on data capturing later on in the year.
Program 3: Reduce barriers to accessing open knowledge
|Outcome Measure||2014-15 outcome||2015-16 target||2015-16 6 mth outcome||2015-16 outcome|
|Involvement in EU and UK advocacy activities; Involvement in advocating legislative change within GLAM, Education, and other organisations - narrative||2 consultations + 5 changes||3 documented cases of change||2 consultations + 3 signs of change within the WIR programme||4 consultations + 3 cases of change|
This area of work was originally conceived as a wide collection of activities aimed at reducing barriers to knowledge, including physical access issues, digital literacy and public awareness of open knowledge. The result of being so open in our approach was that this programme was poorly articulated and, as noted by the FDC, it wasn’t clear what we wanted to achieve. Despite this lack of clarity, we feel that the targets we achieved - some of which are proxy measures - give a good indication of our success in creating organisational change within our partners, and influencing public policy.
In the first half of the year we were involved in several initiatives. Notably, we worked on the Speaker's Commission on Digital Democracy, which included public consultation on how technological tools can help facilitate wider engagement with civic society. The House of Lords Select Committee on Digital Skills published its final report in February 2015, including key information and insights from Wikimedia UK's submission. We also participated in a policy discussion related to freedom of expression at the UK government's Foreign & Commonwealth Office, reflecting the charity's growing reputation as an influential organisation within the open movement. This area of work went dormant with the departure of the Head of External Relations in early September 2015, however we are now rebuilding our UK advocacy work and developing focused plans for the next few years.
We remained members of the Wikimedia advocacy group EU, supporting initiatives identified as critical, such as the work to preserve freedom of panorama in the UK. Had this legislation been changed as proposed, Wikipedia’s content on the UK would have been significantly diminished with articles such as those on the City of Manchester Stadium or the Walkie Talkie building in London stripped of illustrations. Our achievements in this project were significant. generating high level media coverage and working with European Parliament members from the UK. This offline advocacy work meant that we helped avert a hugely negative impact on our online content.
In our work with external organisations, we led many internal changes and shifts towards open knowledge. WIR work is key here, as advocacy not only takes time, but also benefits greatly from internal champions. Towards the end of the year, we were also very pleased to secure a meeting with senior staff at the Heritage Lottery Fund - the largest dedicated funder of heritage in the UK which makes grants of £400 million a year, many of this for digitisation projects. The CEO and Chair attended this meeting - with input beforehand from volunteer expert in archiving and digitisation policy - to discuss possible amendments to their policy and funding requirements; as currently they only support non-commercial licenses. They were open to a conversation about this, and we are following up in 2016 with a larger discussion involving more institutions, to advocate for change at a sector level. It’s worth pointing out here that there have been many approaches made to HLF in the past about this issue, most fairly uncompromising and aggressive, however our approach this time is to be more supportive and inclusive with the aim of creating change in the long term. Our strong relationships with other major funders such as the Wellcome Trust, as well as Creative Commons; the creators of the open licences in question, enable us to assemble a credible and strong coalition of organisations to support this advocacy work, which could have a big impact on online content for Commons.
Because of the work we are doing on Wikimedia, and the engagement we get there, the understanding is now starting to develop that by being open we get a lot of our core mission benefits achieved, which is really exciting for me.
The Trust also ran two successful Wikimedia projects using the images, which would not have been possible without openly licensing the content under a noncommercial licence. These projects helped to increase the amount of content on Wikipedia about the collection, as well as hugely increasing the amount of views that the images get: over 1.5 million views were achieved in the first four months following the release— Martin Fell, York Museums Trust
[The Museums Galleries Scotland WIR’s] visits have inspired a number of museums forums to engage with Wikipedia and Wikimedia projects, both to embrace open knowledge as a means of promoting their collections, and among many voluntary-run organisations, to more generally give digital another chance. Sara has run approachable, fun, and informative workshops that have helped museums staff and volunteers to build their confidence and to develop skills that they are using to help visitors worldwide to explore Scotland’s amazing collections.— Davon McHugh
Program 4: Encourage and support technological innovation
|Outcome Measure||2014-15 outcome||2015-16 target||2015-16 6 mth outcome||2015-16 outcome|
|No targets were set for this area. Instead, we captured activities as a narrative.|
Our plans for technological work in 2015-16 reflected a long-held ambition to develop significantly in this area, and within our FDC bid we proposed the creation of a new Chief Technical Officer in order to ensure greater in-house knowledge and capacity. However, the budget for the year didn’t allow for the recruitment of this post, which impacted on our ability to deliver this programme. The FDC rightly pointed out our lack of track record in running bigger technological projects, without which we would struggle to deliver a plan of the scale we were proposing. We therefore changed our expectations of this programme, to provide a modest level of support for technical projects proposed or developed by volunteers or partners, rather than actively pursuing such projects.
There were several tech projects that we attempted in 2015-16, but it’s fair to say that aside from the development of a bytes counter, none were fully successful:
- A beta version of the Virtual Learning Environment was prepared in November 2015, with the launch of this tool planned for early 2016/17.
- A volunteer approached Wikimedia UK to develop an online tool for recording voice samples. This was to complement the work of the Voice Intro Project. The development involved another volunteer, and was reported to the Technology Committee. Discussion of the tool dropped off in summer when the volunteer committees were restructured.
- While Wikimetrics is a useful tool, it does not provide an article-by-article breakdown of bytes added or removed from an article. This makes it difficult to measure the impact of project grants for writing articles, and we used a crude method of taking the starting size of the article away from the final size. To address this undercounting, a volunteer developed a bytes counter which provides net and absolute values for bytes added and taken away from articles within a given time frame.
- In 2014 Wikimedia UK began discussing with external technical developers the possibility of creating a patch to enable MediaWiki to render 3D files, and further work was put into this project in 2015. WMUK was unable to directly fund the project as it was not budgeted for, so the alternative was to search for external funding. This is an ongoing process, and so far finding a source has not been successful; however we will continue to look at funding options in 2016.
- Launchpad.wikimedia.org.uk started as a microsite to showcase WMUK’s technology projects, with an idea that it could lead to a tech competition. This was developed at a time when staff capacity was reduced, and there was no budget to support the competition element of the idea.
Programme 5: Develop, support, and engage with other Wikimedia and open knowledge communities
|Outcome Measure||2014-15 outcome||2015-16 target||2015-16 6 mth outcome||2015-16 outcome|
|Activities held for or jointly with other chapters and Wikimedia groups||17||5||6||7|
|Number of UK based Wikimedia events other than WMUK events||53||55||31||66|
|Activities specifically directed to help train or to share knowledge with other chapters and Wikimedia groups||3||2||4||4|
|Number of shared activities hosted with groups or organisations having similar goals to WMUK||10||10||8||15|
In the 2015-16 plan we aimed to continue our role in supporting other Wikimedia entities, and connecting with open knowledge organisations generally. With a significant budget assigned to this area originally, we were confident that we could be proactive in this area, for example offering training for other chapters and organising knowledge sharing activities. However this area was de-prioritised in early 2015 in line with our reduced budget, and in light of the big internal changes and shifts, our attention inevitably turned inwards. This meant we were not in a position to proactively support the international movement the way we have done previously; and we of course still maintain and continue to develop strong ties with Wikimedians and Affiliates globally. Examples of this include:
- Consulting on Wikimedia Ghana’s proposed GLAM programme
- Liaison with Wikimedia NY, leading to significant involvement in stewarding the Art & Feminism project in the UK
- Consulting on the upcoming Wikimedia Conference format with Wikimedia Deutschland
- Meeting and welcoming a Belarusian Wikimedia volunteer studying in the UK, and passing on lessons from our GLAM experience to aid the organisation of their local community
- Sharing our learning, and nurturing informal, low cost ways of collaborating with other chapters.
Our approach to this area of work was adapted in the light of the internal changes we were going through, with a shift in emphasis from building the infrastructure and governance of other chapters, to participating and leading on international programme activities where appropriate, such as Art+Feminism. Going forward, we want to ensure a connection with the international Wikimedia involvement across all our programme strands as relevant, and will of course continued to openly share our learning.
2015/16 was the second year of the Open Space Coalition, and our freelance Project Co-ordinator Bekka Kahn continued to lead on collaboration amongst the open sector, with a particular note-worthy project being the development of a toolkit for practitioners within the movement. Whilst the project continued as planned, it received somewhat less support than previously because of our reduced capacity during and following the restructure, and the departure of the Head of External Relations in September 2015. Following a review of our planned budget and activities for 2016/17, the board and Senior Management Team decided to bring the formal, funded aspect of the programme to a close at the end of our 2015/16 financial year, and worked with Bekka to bring her activities to a close in a meaningful way; finalising the toolkit for open space practitioners, and bringing the static content on the dedicated website to a point where it could be a valuable resource, to be maintained by Wikimedia UK. We have also been in touch with our key partners in the Coalition and have made new connections with senior staff from Mozilla and Creative Commons through this process, which have opened up potential future collaborations.
Bekka Kahn has produced an impact report for the Open Coalition which draws together the initial motivation for this work and the highlights of what was achieved, as well as some of the barriers and challenges. The original motivation behind the project was clearly well-founded, as people working in the open sector could see that work was sometimes duplicated, lines of communication between organisations and communities were sometimes weak and the opportunity for closer ties was recognised by several individuals in organisations in the sector. We wanted to improve the awareness of the open practices, develop a shared web presence and aid communication and knowledge sharing between the organisations in the open sector. The focus ws on strengthening ties between individuals, recognising that many people work remotely or on their own in the open sector. In terms of WMUK’s input and support, Bekka writes:
The Coalition would never have lasted as long as it did, or had the good response it received had it not been for the support we had from WMUK, both financially and in terms of infrastructure. I felt trusted and empowered to do the work of the Coalition, and at the same time knew that there was a structure I could turn to for advice and support when needed. WMUK did an outstanding job of fostering this project, and the relationship model could serve as a useful one for future funded projects.— Bekka Kahn, Open Coalition Project Co-ordinator
There were many challenges for the project, including:
- It proved to be a major step to move from expressions of appreciation to actionable activities and proposals. More structured planning may have helped to make these transitions easier - for example having specific requests of partners
- Material development - especially when done in a collaborative process - can take a long time
- Requiring people to use tools they are unfamiliar with is a sure-fire way to chill community activity - we realised the need to adapt to what people already use, rather than e.g. requiring the wiki to be used
- Coalitions may be broad, but projects should be specific. ‘Open’ is a very wide field of organisations with very different focuses. Our project worked best when it had specific projects to deliver though; when it was broad it was hard to explain what it was working on.
The main tangible output of the project is a collection of resources for people wanting to implement open practices, and open community managers. This toolkit has been created collaboratively, led by Bekka, and we believe will be of great benefit to people working in the sector now and in the future.
Revenues received during this period (6 month for progress report, 12 months for impact report)
Please use the exchange rate in your APG proposal.
Table 2 Please report all spending in the currency of your grant unless US$ is requested.
- Please also include any in-kind contributions or resources that you have received in this revenues table. This might include donated office space, services, prizes, food, etc. If you are to provide a monetary equivalent (e.g. $500 for food from Organization X for service Y), please include it in this table. Otherwise, please highlight the contribution, as well as the name of the partner, in the notes section.
Revenue source Currency Anticipated Q1 Q2 Q3 Q4 Cumulative Anticipated ($US)* Cumulative ($US)* Explanation of variances from plan Incoming Grants GBP 314000 78500 78500 78500 78500 314000 483246 483246 As agreed. Donations GBP 234030 63306 53709 53641 59481 230137 360172 354181 Close to expectations Gifts in kind GBP 0 0 575 2880 22215 25670 0 39506 Substantial gifts-in-kind were only included at Q4 as they were not budgeted. Of the £26k total £10k was partner costs relating to Wikimedians in Residence. Also included was £8.6k from Wellcome Trust in the form of a venue for the Science Conference. Gift Aid Claims GBP 15000 3260 2773 2751 9116 17900 23085 27548 Higher than expected due to partial data cleanse allowing more matching of donations. Membership income GBP 0 405 335 235 230 1205 0 1854 Not budgeted for. Conference income GBP 0 0 894 1114 0 2008 0 1854 Not budgeted for. Bank interest GBP 0 34 135 85 306 560 0 862 Not budgeted for. Miscellaneous income GBP 0 136 63 1604 38 1841 0 2833 Not budgeted for. Total income GBP 563030 145641 136984 140810 169886 593321 866503 913120
* Provide estimates in US Dollars
Spending during this period (6 month for progress report, 12 months for impact report)
Please use the exchange rate in your APG proposal.
Table 3 Please report all spending in the currency of your grant unless US$ is requested.
- (The "budgeted" amount is the total planned for the year as submitted in your proposal form or your revised plan, and the "cumulative" column refers to the total spent to date this year. The "percentage spent to date" is the ratio of the cumulative amount spent over the budgeted amount.)
Expense Currency Budgeted Q1 Q2 Q3 Q4 Cumulative Budgeted ($US)* Cumulative ($US)* Percentage spent to date Explanation of variances from plan Community GBP 122635 41700 17370 21771 25058 105899 188735 162979 86% No direct cost variance. Staff and overhead costs were £15k less than budgeted. Promoting Free Knowledge GBP 232619 34104 22926 47474 82115 186619 358001 287207 80% The direct costs here include gifts-in-kind valued at £18k. Staff costs were £24k less than budgeted and overhead allocation £30k less. External relations GBP 71179 21388 26391 15182 47711 110672 109544 170324 155% There was a direct cost underspend here of £12k but more staff time spent than budgeted and a consequent increase in overhead allocation. Fundraising GBP 131901 44893 39623 44526 -742 128300 202996 197454 97% Small total underspend. Restructuring GBP 45002 0 57019 15108 -12767 59360 69258 91355 132% Only £11k of the overspend is unplanned. TOTAL GBP 603336 142085 163329 144061 141375 590850 928534 909319 98% Staff costs and admin overheads are absorbed on a proportional basis as required by the current UK Statement of Recommended Practice (SORP), which is effectively compulsory. The change in the SORP this year is that Governance costs are treated as overhead. Total governance costs (direct costs and staff time) were £68k against a budget of £70k.
* Provide estimates in US Dollars
Is your organization compliant with the terms outlined in the grant agreement?
As required in the grant agreement, please report any deviations from your grant proposal here. Note that, among other things, any changes must be consistent with our WMF mission, must be for charitable purposes as defined in the grant agreement, and must otherwise comply with the grant agreement.
- here have been no deviations from the proposal other than those described above. For further background please see #WMUK organisational restructure and CEO transition.
Are you in compliance with all applicable laws and regulations as outlined in the grant agreement? Please answer "Yes" or "No".
Are you in compliance with provisions of the United States Internal Revenue Code (“Code”), and with relevant tax laws and regulations restricting the use of the Grant funds as outlined in the grant agreement? Please answer "Yes" or "No".
- Once complete, please sign below with the usual four tildes.