Grants:APG/Proposals/2015-2016 round1/Wikimedia CH/Proposal form

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Wikimedia CH received a funds allocation in the amount of CHF 294,00 (~$305,000) in 2015-2016 Round 1. This funds allocation was recommended by the Funds Dissemination Committee on 23 November 2016 and approved by the WMF Board of Trustees on 21 December 2016.


If you need to review the edit instructions you will find them in the editintro.

  • Use this form if you are eligible to submit a proposal in the current round, to request funding in the current round.
  • This form must be published on Meta by the proposal submission date for each round to be considered, and no changes may be made after the submission date without staff approval.
  • This form complements your organization's annual plan, detailed budget, and strategic plan. It won't be considered complete without a detailed budget and strategic plan.
  • Organizations may apply for a funding period that does not exactly match their fiscal years. Follow the instructions carefully to understand what time period each question refers to.
  • Refer to the framework, guidance from the Board, and the FDC's recommendations before using this form, so you have an understanding of the Annual Plan Grants process.
  • Please Email FDCSupport@Wikimedia.org with questions about using the form.

A few terms used in the form:

FDC proposal form terms Wikimedia terms Learning & Evaluation terms

Overview[edit]

1. In order to support community review, please provide a brief description of your organization's work in the upcoming funding period.
  • In short: Scale activities and add value. In 2016, we intend to lower our central headcount and further decentralize our activities, while as the same time reaching more people in more locations. We will rationalize content programs so that activities benefit from one another; provide high value services, particularly to power users so as to reduce fatigue and provide them with new opportunities to enjoy the projects; and will further grow relationships with GLAMs to generate high-value uploads. Identified gaps will be compensated through pro bono partnerships and tool developments. Last but not least, we will ramp up our fundraising effort by dedicating specific staff time for it, which in turn will help us scale up Kiwix development. All of this while supporting Wikimania 2016 in Esino Lario, which we expect to take an extra toll on our resources during Q1 and Q2.

Overall our new, cost-efficient approach leads us to expect our reduce our funding request for the coming cycle.


2. Name, fiscal year, and funding period.
  • Legal name of organization: Wikimedia CH
  • Organization's fiscal year: 01/01 - 12/31
  • 12-month funding period requested: 01/01/16 - 12/31/16
  • Currency requested: CHF
  • Name of primary contact: Stéphane Coillet Matillon


3. Amount requested.

Table 1

Currency requested US$
Total expenses for the upcoming year CHF 616,000.00 USD 639,284.80
APG funding requested for the upcoming year 315,000.00 326,907.00
Amount of funding received from WMF for the current year 350,000.00 381,150.00


4. How does your organization know what community members / contributors to online projects need or want? Does your organization conduct needs assessments or consult the contributors and volunteers most involved with its work?
  • We have conducted a community survey in the Spring to assess our community's needs and satisfaction with services provided, and made a call for project in August on our internal mailing lists, newsletter and social media feeds.
5. Please provide a link to your organization's strategic plan and separate annual plans for the current and/or proposed funding period, if you have them. A strategic plan is required.


Financials: current funding period[edit]

The purpose of this section is to give the FDC an idea of how your organization is receiving funds and spending funds toward your current plan. Your current funding period is the funding period now in progress (e.g. 1 January 2015 to 31 December 2015 for most organizations). For organizations new to the APG process, your current funding period is the 12 months before your upcoming funding period (e.g. 1 January 2015 to 31 December 2015 for most organizations).


Table 2

Financials for the current funding period
Revenues or expenses Planned (budgeted) Actual, until one month before the proposal due date Projected
Currency requested US dollars Currency requested US dollars Currency requested US dollars
Revenues (from all sources) CHF 708,400.00 735,177.52 CHF 430,160.05 446,420.09 CHF 637,000.00 661,078.60
Expenses CHF 708,400.00 735,177.52 CHF 437,381.37 453914.39 CHF 637,000.00 661,078.60

Table 2 notes:

  • Lower projected spending and revenues are related to the departure of our CAO on 1 January and CSO on 31 July 2015 (on sick leave and then reduced workload from 15 February 2015). A single ED will take office on 1 January 2016.


Programs: upcoming year's annual plan[edit]

This section is about your organization's programs. A program is a defined set of activities that share the same objectives and a similar theory of change. Please share the general goal of each program, and then list the specific objectives that the program will meet. Please do not include information about your organization's operating activities in this section. You may provide information about activities like administration, staff and board training, fundraising, governance, and internal IT in another section or in a supplementary document, but please do not include these activities here as programs.

1. For each program, please include your targets for each of the global metrics in this table. All global metrics are required, but you may list a target of zero if there are metrics you do not expect results for. You are welcome to provide your other metrics in the detailed program section below.


Table 3

Program (1) # of newly registered users (2) # of active editors involved (3) # of individuals involved (4a) # of new images/media added to Wikimedia articles/pages (4b) # of new images/media uploaded (optional) (5) # of articles added or improved on Wikimedia projects (6) Absolute value of bytes added to or deleted from Wikimedia projects
Community 270 1,330 1,700 800 8,000 2,300 0
Content 210 155 400 1200 50,000+ 2900 n/a
Tools n/a n/a min. 100,000 n/a n/a n/a n/a
Outreach 215 20 3'000 0 0 min. 2-3,000 ~0

Table 3 notes:

  • We do not intend to measure bytes added/moved/removed, nor do we feel that predicting those numbers would be based on any reasonable assumption considering the variety of programs involved.
  • New and Active users - we did not disaggregate numbers, meaning that active users contributing to multiple activities will be counted multiple times. New users, by opposition, are for the most part unique new accounts (or individuals who had created an account at some point but never became active).


2. Please list your goals and objectives for each program. Please be sure your objectives meet all three criteria for each program
  • Be sure the objectives listed are each SMART: specific, measurable, attainable and relevant, and include time-bound targets.
  • Include both qualitative targets and quantitative targets, and remember to highlight your baseline metrics.
  • Provide any additional information that is important to our understanding of this program. For example, you may include needs assessments, logic models, timelines, tables, or charts. Share how this program will contribute more broadly to movement learning, or explain how your program aligns with important Wikimedia priorities such as increasing participation and improving content on the Wikimedia projects.

Community

Context

We're blessed and cursed with three communities working on four to five different language projects of varying sizes. Our historical challenge has always been our ability to scale, meaning that a French-speaking Community Liaison cannot really go out and handle German- or Italian-speaking users. No matter what, this structural cost will always be part of our identity. This being said, we needn't have three all of our community liaisons repeat the exact same programs across all regions: as a general rule of thumb, our Community spending is roughly split along demographic lines: 70% on the German/Alemannic community, 20% on the French one, and 10% on the English one (even though some of our events and activities in border areas do cater to a broader audience: at the end of the day, we do not shy away from supporting France- or Italy- (or even Germany) based contributors)).

Why this community program

We want people to enjoy what they are doing for the projects. This seemingly qualitative objective translates into a very hard number: we want to reduce editor fatigue and attrition as much as we can. People need to feel empowered and supported, and one good way to do this is by encouraging collaboration and real-life meetings among active users. Another population we want to focus on are female users, which we thing is a yet-untapped source of editors for which we have started to develop specific programs.

Our objectives

Stabilize or increase community participation, particularly with women. Increase overall skill level. For each activity whose outcome is not clearly visible in terms of global metrics, we will include a satisfaction survey among participants.

Targets
Program Targets Notes
Microgrants Award a total of 20 microgrants to 10 different users, resulting in the upload of 500 pictures and the improvement of 50 articles. All of our grantees are very active users. The impact of this supportive action will also be measured through our yearly satisfaction survey, for which we hope for an 90% satisfaction rate.
Trainings Conduct four separate Wikidata (Q1, Q3, Q4) and bot wrangling (Q4) trainings, involving 20 active users in total. Several thousand articles impacted as a result (hard to quantify). This is a clear demand that came from our users. We believe that extended Wikidata use can have a huge benefit for articles, like bots, scales rapidly (as a modified infobox is used on several hundreds to thousands articles).
Writing ateliers and reunions 12 meetings over the course of the year, involving a total of 150 contributors (15 new), 500 new pictures uploaded, about 40 articles created or impacted. The Stammtisch, Festicabales and other semi-formal meetups are usually accompanied by a cultural event during which participants usually take pictures and/or find topics to work on and, occasionally, do some internal campaigning (or nudging) for adminship. Writing ateliers are a variety of edit-a-thons without fixed agendas and usually address very active users who coordinate on existing online writing contests (meaning that better-than-average articles result from these collaborative sessions).
Note that for Wikicon (the German-speaking meetup in Q3) our financial support will be commensurate with the ratio of Swiss participants.
Writing contests 3 writing contests directly sponsored by WMCH (Q1 & Q4). Around 70 users involved, 200 to 300 articles created or impacted across three languages. We expect around 10 Good Articles and 20 Featured ones. Those contests are extremely popular amongst the most active users. We intend to use some of the tools we plan to develop to channel their enthusiasm towards improving Swiss content (improving local stubs or making use of the translation tool to create stubs in foreign languages). This kind of event is at the crossroads of Community support and Content creation, but because it really motivates high quality contributors we decided to leave it in the community program.
Gender-gap ateliers 18 women-specific trainings (Q1, Q2 & Q4) in collaboration with University of Geneva. Around 100 new female users, 5 active contributors. This is the continuation of a program we have started two years ago and is picking up speed. The Fall session this year was booked in less than a week. Those are editing workshops specifically targeted at women. Upon completion of 6 workshops, participants get a certificate from the University. Individuals we worked with in the past have started acting as ambassador for the program.
Community surveys Runs two separate surveys in Q3: one directed at Italian editors having left the movement, for which we expect a 20% response rate among those contacted. Another broader, Switzerland-wide (als, de, en, fr, it) which we will use to measure our impact vis-à-vis the editor community (150+ respondents, 80% satisfaction rate). The Italian survey is aimed at finding out the specific reasons why editors leave it.wikipedia (attrition, ambiance, lack of support or external factors such as the growth in mobile use?). We want to know if they move to other projects and if not, why (we have anecdotal evidence that the tensions between Italian-speaking Swiss and Italians might play a role). We want to confirm this before trying to take corrective actions such as promoting ancillary, less crowded projects.

The Swiss survey will be in its second installment after the one in 2015. Besides general satisfaction with our services, we use it to guide our programs. That's how we found out for instance that about a third of our members are not active users, and that active users care more about networking opportunities than material support (ie. meetups rather than grants or lending equipment).

Scholarships Award a total of 30 scholarships for users attending Wikimania (Q2) or the German Wikicon (Q3). 1/3 of these grantees will join the event for the first time. The impact of our support will be measured through a satisfaction survey for which we hope a 90% satisfaction rate. We are very supportive of Wikicon as it is the largest German-speaking gathering related to Wikimedia projects. In short, the ability for people to meet in person helps smooth on-line interactions, particularly as grantees are active or very active users.
Wikimania 7 to 800 attendees in Esino Lario in June 2016 which we will support with our full staff on site and a dozen volunteers. We will also help 20 to 30 Global South users (or 95% of demands) attend the conference through facilitating visa procedures with the Swiss authorities. The metrics collection rests with the organizing committee, but we'll stand by them. The qualitative impact will be measured through a satisfaction survey for which we hope for a 90% satisfaction rate. Wikimania is a good way for users from the same language but very distant geographical zones to meet and coordinate later activities: for instance, this is how WikiFranca was born and how its future activities are decided, such as the "month of francophone contributions", which now happens yearly.

Content

Context

The generic idea for our content program is to be able to provide Wikimedia projects with content that a regular user would not be able to reach: this allows us to produce high-quality material while sitting in the back seat, essentially providing support and guidance to people and organisations asking for such services (see our comments on Wikivillages, Wiki loves, and GLAMs.

Why this content program

As indicated above. Our user base covers three major wikis - meaning that we can more easily try and produce content that is relevant to three major languages at the same time, and we expect that heightened awareness of multilingualism among Swiss users to contaminate projects that are not their usual home wikis. The below are aimed at scaling in quality: this means supporting accreditation requests for major events; using the tools we are developing to organise or steer contests and events towards area that are (yet) poorly illustrated or documented; helping content projects benefit from one another (e.g. using an edit-a-thon to make use of images generated during a photo challenge). Last but not least, we believe that partnerships with GLAMs may provide some additional income as training fees, but even then they have the additional advantage of providing curated, high-quality content.

Our objectives

As indicated above, our objective is to bring several thousand high-quality images to Commons and improve articles and areas that are poorly documented. As a result of this continued high-profile effort, we intend to maintain our position as the leading chapter in terms of pageviews and expect to increase the number of pageviews of WMCH-supported media by 5 to 7%.

Program Targets Notes
Support for photographers Grant a total of 50 accreditations and travel expense reimbursement to as many events for 10 users. This will result in around 5,000 image uploads and 500 articles improved. All the grantees are very active users. As described in our Learning pattern on photo accreditations, this is a good way to make power users feel empowered while also freeing ourselves from menial administrative tasks when trust has been established.
Italian Wikivoyage writing contest An online contest on one of the fastest-growing Italian projects. Around 200 articles with 10 active and 5 new users. We expect a 50% increase in total monthly edits (baseline 3 previous months as defined on the statistics page) The idea is to support the growth of the third-largest Wikivoyage project and raise awareness of its existence (banners will be put on it.wikipedia): we believe that access is easier for newcomers when there are still low-hanging fruits to populate, and that Wikipedians who might otherwise decide to leave the project because of editor fatigue would find a new motivation.
Edit-a-thons 1 edit-a-thon about Dadaism (Q1/40 attendees / 20 new users / 20 articles improved or created)
3 "Art & Feminism" edit-a-thons (Q1 / 60 attendees / 30 new editors / 60 articles improved or created)
2 edit-a-thons on Swiss Foreign Policy (Q4 / 80 participants / 60 new editors / 80 articles improved or created)
Thematic edit-a-thons are a very good way to attract new editors: the key is to have a clearly identified theme with which newbies can identify and feels they have content to bring, and to have a solid local partner to help with the hosting of the event.
Wikivillages (Q1) Expand the concept to four languages (als, de, fr, it). 80 participants, 60 of which are new users. 40 articles on Swiss locations improved and illustrated. 5 to 6 segments in local and national medias. The idea is to reach out to a population that has a vested interest in improving the articles, if only because they live there, and have access to valuable local resources (knowledge, data, images). After last year's edition in Vaud, we've been contacted by several villages who would like to participate and might even be willing to pay for us to provide the initial training to their citizens. We also intend to leverage the event with the local press to increase our visibility: we have a very successful gender-gap training with the University of Geneva that started because our (future) partner saw a segment about us in the paper. They had been looking for the right partner for more than a year before that.
Wikipedia meets X 200 high resolution pictures of 50 high-profile Swiss personalities, made by 3 users over the year. At least 800 articles impacted. This project is similar to others likes "Wiki loves Parliaments", which for instance led to around 2,000 high-quality images covering a large part of European MEPs (most of them having a dedicated article in several European languages). We intend to leverage WMCH's clout to gain access to selected VIPs whose articles are not or poorly illustrated.
Wiki loves Y Participate in one edition of the international contest, which will yield around 3,000 images and involve 200 individuals. We expect 600 articles to be directly impacted Because "Swiss" is not a language (and our German, French or Italian speakers are a small minority within their home wikis), it is very hard for us to locate our users if they do not have the relevant userbox. Such a contest is a good way to out them, make ourselves known and broaden our community base. Another point of interest is that we have started to find out that a sizeable part of contestants are high-quality photographers who only become active users for the duration of the contest (not that they participate to win, but apparently more because the contest provides some sort of direction for them to work with). As indicated above, we will also use several edit-a-thons to make use of the pictures uploaded, if only because with the continuous improvement in photographic equipment, the same picture taken within 2 years will drastically improve in quality.
Wiki takes Z 2 events in Q2/Q3 to cover two Swiss cities. Outcome: 100 pictures meeting content needs (=100 articles impacted), around 15 users involved, 3 new ones. Although this could be considered as a networking opportunity and fit in the Community program, we'll select the cities based on the tools developed which will allow us to define which specific location are least illustrated.
GLAM Wiki collaboration group 4 edit-a-thons, involving 80 participants, 40 new users and 300 articles impacted. 50,000 high quality images uploaded. All 7 institutions in this group have already collaborated with WMCH and uploaded content on Commons. We see several advantages to maintaining this network: keep our partners engaged and motivate them to continue uploading content onto Commons; and because several participants are very high profile (e.g. National Library and National Archives) they provide a welcome support and credentials when we approach potential new partners. Last but not least, all media uploaded has been curated (meaning they are mostly unique illustrations): edit-a-thons organized within their walls will be centered around making use of these illustrations.
Small GLAMs follow-up 7,000 media files uploaded to Commons, 1 active editor, 6 GLAM partners The initial contact was made in Q2/2015 when we organized a small conference with 20 local (small) GLAMs: 10 of these approached us for a potential partnership afterwards. Because these are small GLAMs, they cannot realistically afford having a Wikipedian in Residence or even a Zivi on board. They can, however, be trained to direct their own edit-a-thons and use the help of their local communities to perform the work. Our role was/is to connect these GLAMs with an editor able to provide this training (costs are shared with the GLAMs for those consulting services). Because they are all located in the same geographic area, we can scale the service by grouping their training.
Alpine dialects 200 new texts added to Wikisource before the end of the year, 1,000 Rhaeto-romansh words to the Wiktionary, 50 biographies to ro.wikipedia, 6 contacts with local GLAMs The issue with Rhaeto-romansh is that it is an "artificial" language based on several dialects: this constitutes a barrier to contributing to Wikipedia. This does not hold true for Wikisource and Wiktionary, where material can be provided by our partner GLAMs and the upload performed by a bot (similar to what we did with Valdensia). By making Wikisource the largest online/open repository of Rhaeto-romansh literature, it is our hope that bringing such fresh material will motivate potential new users (through the local GLAMs) to work on its curation.

Outreach

Context

There is so much that we, as a chapter and volunteers can do. The outreach program aims at leveraging capacities that we do not have, and build partnerships that will benefit the movement by saving us time and money. The basics for these is pro bono work (or exchange of services).

Objectives

We will identify and associate with at least five partners that will provide unique support in terms of content and networking.

Program Targets Notes
Legal opinions By Q2/2016, provide the Swiss Commons users with a series of clear answers on 10 to 20 of the most common issues listed in Commons:Copyright rules by subject matter. We will include this item in our satisfaction survey and expect a 90% satisfaction rate. Copyright rules and interpretations by country vary sometimes greatly. We've had several cases of images being deleted or proposed for deletion based on a very personal understanding of what is legal and what is not. One of our very best contributors, admin on Commons and :fr as well as OS on :fr, left the project after yet another such sterile dispute. We've decided to contact one of Switzerland's leading law firms to help us establish a clear checklist of do's and don't in terms of image content. If this works out satisfatorily we expect to repeat the pro bono partnership in 2017 so as to cover all issues raised in Com:CB.
Opendata.ch Pursue partnership (0.2 FTE financed by Opendata Switzerland). Help organize Opendata's general assembly with 150 attendees and Wikidata as a main theme. Potentially 30-50 new contributors and several thousand Wikidata items impacted Opendata.ch has been our trusted partner for several years and has been actively lobbying for the release of public data to the public domain. They notably organized the hugely successful Election Hackdays in early September 2015. We think that their membership base would be extremely interested in participating in Wikidata.
ATED Co-host 9 events ATED (Association of the Computer Scientists of Ticino) is one of the leading associations in Italian-speaking Switzerland, with contacts with other associations and large companies and should bring us more visibility in Ticino.
UNITAS / Frontenders Build a process to monitor user accessibility of Wikisource documents by testing at least 100 items with blind/low sighted individuals. 10 new users. During the monthly meeting of Frontenders there was a presentation done by a blind engineer to explain how blind people experience technology. During this session, Wikipedia has been presented as a "best case" for people using vocal readers because it is well structured - except in some cases. At the moment braille system is becoming very obsolete and the computer based tools more are more important for them. With a few key actions, Wikimedia projects can become a new "braille" source for blind people.
BIS conference 400 attendees, 1 address and 1 editing workshop, 10 GLAM partnerships initiated as a result. BIS is the Swiss association of Libraries and Archives. With 1.600 members, their main goal is to drive the adoption of new technologies in libraries. They are considered by the Swiss Confederation as the main actor in the world of libraries and archives. A speech in BIS conferences is equivalent to a large number of individual meetings with libraries to offer our services.
Swiss public domain Foundation 300 rare music records digitized and uploaded on Commons. One active user. 30 articles impacted. This is where we strive for very high quality material - the relationship has been ongoing for several years now.

Tools

Context

Historically, Wikimedia CH has always had a strong know-how related to tools, Kiwix being obviously the most famous one. Wikimini, a Wikipedia-based, Wikipedia-like service directed at 10-12 years olds, is also developed here and has the advantage of having a very easy-to-use interface (a lot easier than Wikipedia) that makes education programs easier for kids to learn the ropes of wikitext (Wikimedia Sweden uses it in its education programs, and further extensions in Spanish and Italian are on their way). In 2015, Wikimini had around 1,800,000 visits and 23,000 editors from 10 countries (64% from France for the French version, even though we never conducted any activity there - word of mouth is good!). Wikimini SV's user base is located in Sweden (93%) and Finland, where there is a small Swedish population. The article count in each language increases by around 10-20% each year, even though its objective is not so much content accumulation than providing an educational tool.

A third set of tools we are currently developing is the result of our interaction with the GLAM working group mentioned above - they identified a series of needs with regards to traffic, reach and visitors statistics for GLAM-donated content. We also want to develop ways to quickly identify geographical areas and types of contents related to Switzerland that are in need of illustrations, so as to drive our content program.

Why this tool program?

Kiwix is a program that we worked on during the year: it is now available on all major platforms, with top ratings from its users, and ready for the next step in distribution. We have also negotiated with our supplier so that all the supply chain has now been outsourced. In short, Wikimedia CH focuses on software development and leaves distribution/assembly to various partners. While we intend to fund most of Research & Development from dedicated fundraising, this newfound clarity in the supply chain allows us to establish a clear cost structure that, for each plug we sale, allows for a small profit that we can reinvest in more R&D activities (or maintenance). Which is a good thing, since we have been approached by a major partner to discuss the modalities of a large deployment, we are this close to making it big.

Wikimini is a successful small education-centered project (initially developed by a secondary school teacher) that warrants our support because it prepares the next generation of Wikimedians, people that are not afraid of editing. Last but not least, all the new content tools we are developing will be hosted on the Tool Labs and, since pretty much every chapter has similar needs, we expect them to benefit the broader community.

Objectives

Expand Kiwix's reach and make it a self-sustainable operation, expand Wikimini to at least one new language, develop new tools that can help us make our other activities more efficient.

Program Targets Notes
Kiwix Roll out Raspberry pi (q1). 2 mini-hackathons (Q2/Q4); 100,000 750,000 downloads on various platforms; engage at least with two major donors for 2017 (for a total of USD 100-150,000); renew existing partnerships with at least two of our current partners; extend reach to more than 200,000 1,000,000 individuals. We understand that Kiwix doesn't really fit with the Global Metrics narrative - it is, by definition, very much offline.
Wikimini Launch another language version by Q3; user count increases by 10% vs. 2015; Survey editors (Q4) to confirm transition to Wikimedia projects
Tools Gap analysis completed by Q1; First set of tools beta-launched by Q2-Q3; roll-out and sharing with other chapters by Q4 As indicated above (see "Community" and "Content") we intend to use these small tools to drive some of our edit-a-thons and photography expeditions. While from experience we can sort of plan on the attendance to most events, it is much harder to predict how many articles in total will be impacted (likewise, we believe providing metrics of interest to GLAMs could sway them towards sharing more content, but it is hard to predict how much more convincing these tools will be in comparison to our swagg.


Staff and contractors: upcoming year's annual plan[edit]

1. Please describe your organization's staffing plan or strategy here, or provide a link to your organization's staffing plan or organogram.

Compared to the 2014-15 proposal we are decreasing overall staffing by 0.6 FTE.

2. List of staff by department or function.
You can use this table (or substitute your own list) to show us the number of FTEs (fulltime equivalents) for each department or function, where one person working at 100% time would be counted as 1.0. We need this information about the total number of staff (FTEs) you will have hired by the end of the current funding period, and staff you will have hired by the end of the proposed funding period.

Table 4

FTEs
Department or function End of current funding period End of upcoming funding period Explanation of changes
Executive director 2 1 We are dropping the double directorship to come back to a more standard configuration.
Community liaison 2 2.2 One of our CL is reoriented towards more fundraising activities.
Admin manager 0.3 0.5 Partially compensating for the CAO.
Total (should equal the sum of the rows): 4.3 3.7 As indicated, we are dropping the double directorship structure as a result of both our CAO and CSO leaving.

Table 4 notes or explanation of significant changes:

  • Our CAO actually left on 1 January and our CSO on 31 July. The CAO was not replaced and the new ED/CSO will join on 1 January 2016. Hence the lower salary charges for 2015: we ran most of the year on 2.5 FTE.
3. How much does your organization project to spend on staff during the current funding period, or in the twelve month period before your proposed grant will start (e.g. 1 January 2016 to 31 December 2016), in currency requested and US dollars?

Approximately CHF 360,000.00 (USD 373,608.00)

4. How much does your organization expect to spend on staff during the proposed funding period (e.g. 1 January 2016 to 31 December 2016), in currency requested and US dollars?

CHF 408,144.04 (USD 423,571.88)


Financials: upcoming year's annual plan[edit]

Detailed budget: upcoming year's annual plan[edit]

Please link to your organization's detailed budget showing planned revenues and expenses for the upcoming funding period (e.g. 1 January 2016 to 31 December 2016). This may be a document included on this Wiki (Meta) or a publicly available spreadsheet.

Revenues: upcoming year's annual plan[edit]

1. Does your organization plan to draw on its operating reserves during the upcoming funding period to support its expenses? If so, please provide the amount you intend to draw from your reserves here. This should not be included as revenue in the table below.
No.
2. Please use this table to list your organization's anticipated revenues (income, or the amount your organization is bringing in) by revenue source (where the revenue is coming from) in the upcoming funding period (e.g. 1 January 2016 to 31 December 2016). Use the status column to show if this funding is already guaranteed, if you are in the process of requesting funding, or if you are planning to request funding at a later time. Please feel free to include in-kind donations and resources in this table, as applicable, but use the status column to show that they are in-kind resources.

Table 5

Anticipated revenues for the upcoming funding period
Revenue source Currency requested US dollars Status (e.g. guaranteed, application)


APG 315,000.00 326,907.00 Requested
Fundraising 230,000.00 238,694.00 Expected based on previous years
Membership fees 15,000.00 15,567.00 Almost guaranteed
Opendata.ch 22,000.00 22,831.6 Anticipated. Contract due for renewal end 2015.
Fundraising fee 35,000.00 36,323.00 Expected
Conferences and workshops 5,000.00 5,189.00 Expected
Pro bono / in kind donations 45,000.00 46,701.00 Most agreements and plans for 2016 made. Almost guaranteed.
Total revenues (should equal the sum of the rows): 667,000.00 692,212.00 -


Table 5 notes: If your organization has significant funding other than FDC funds, please note how those funds will be used.

  • Non-FDC funding will be directed to Outreach and Tools programs.


Operating reserves: upcoming year's annual plan[edit]

Please note that there is a policy that places restrictions on how much FDC funding your organization can use to build its operating reserves. If you would like to use FDC funding to for your organization's reserves, you must note that here. You will not be able to decide to allocate FDC funding from this grant to your reserves at a later date.

1. How much does your organization plan to have in operating reserves by the end of the current funding period?
CHF 462,000.- (USD 479,463.60)
2. How much does your organization plan to have in operating reserves by the end of the upcoming funding period?
CHF 462,000.- (USD 479,463.60)
3. If your organization plans to use FDC funding to increase your reserves in the upcoming funding period, how much FDC funding will your organization use to build reserves?
n/a


Expenses: upcoming year's annual plan[edit]

1. Expenses by program (excludes staff and operations).
Program expenses are the costs associated specifically with your organization's programs. These costs do not include operating expenses or staff salaries, which will be described in separate tables. For example, program expenses may be the costs of an event, the costs of outreach materials specific to a program, budgets for microgrants and reimbursements, or technical costs associated with specific programs. The programs listed in this table should correspond to the programs you have listed in the programs section of this proposal form.


Table 6

Program Currency requested US dollars
Community 55,000.00 57,079.00
Content 30,500.00 31,652.90
Outreach 55,000.00 57,079.00
Tools 54,000.00 56,041.2
Total program expenses (should equal the sum of the rows) 194,500.00 201,852.10

Table 6 notes: If your organization has significant funding other than FDC funds for specific programs, please make a note of that here.

  • Though not technically earmaked, we direct FDC funding to content and community programs while our admin and tools costs are funded from our own fundraising efforts.


2. Total expenses. Please use this table to summarize your organization's total expenses overall.
These are divided into three expenses categories: (1) staff expenses from Table 4 (including staff expenses for both staff working on programs and operations), (2) expenses for programs from Table 7 (does not include staff expenses or operations expenses), and (3) expenses for operations (does not include staff expenses or program expenses). Be sure to check the totals in this table to make sure they are consistent with the totals in the other tables you have submitted with this form. For example, your total program expenses excluding staff will be equal to the total in Table 7, while your total staff expenses will be equal to the total in Table 4 and your total expenses will be equal to the total in Table 1.


Table 7

Expense type Currency requested US dollars
Program expenses (total from Table 7, excludes staff) 194,500.00 201,852.1
Operations (excludes staff and programs) 65,000.00 67,457.00
Upcoming staff total expenses (from Table 4) 408,144.04 423,571.88
Amount to be added to operating reserves (if applicable) 0 0
Total expenses (should equal the sum of the rows) 667,644.04 692,880.98

Table 7 notes:

  • Expenses include 45,000.- CHF in Pro bono work.


Verification[edit]

Please 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 [[Special:MyLanguage/<tvar|link>Grants:PEG</>]].
I verify that this proposal requests no funds from the Wikimedia Foundation for political or legislative activities yes


Once this proposal is complete, please sign below with the usual four tildes.


Please do not make any changes to this proposal form after the proposal submission deadline for this round. If a change that is essential to an understanding of your organization's proposal is needed, please request the change on the discussion page of this form so it may be reviewed by FDC staff. Once submitted, complete and valid proposal forms submitted on time by eligible organizations will be considered unless an organization withdraws its application in writing or fails to remain eligible for the duration of the FDC process.