Grants:Project/MSIG/WMB/Capacity Exchange 2023-2025/Report
Accepted
Disclaimer: This grant report was edited on July 2026 to include the Outcomes and Financial information from the project's third year, in accordance with the instructions provided by @Beverly Jiang via email on 2 July 2026. As a result, this final report now covers the entire project period, from June 2023 through June 2026.
Outcomes
[edit]Where have you published your draft plan? Share the link to it here:
[edit]Capacity Exchange is a strategic initiative born from the Wikimedia Movement Strategy 2030 Recommendations. It was created to strengthen peer-to-peer capacity sharing across the Wikimedia movement, making knowledge, skills, and opportunities more accessible to communities worldwide.
CapX is an accessible, beautifully designed, multi-language, and user-friendly sociotechnical solution to look for and connect to peer wikimedians who are willing to share skills, abilities, or services.
The central output expected of at the end of a three-year development cycle led by Wikimedia Brasil was to deliver an interactive, database-backed online platform that enables Wikimedians worldwide to publish information about themselves and their affiliates, conduct searches, and connect directly with one another. This objective, together with all technical plans developed over the three years, was fully achieved.
The project provides to the Wikimedia community a fully stable platform, hosted on Wikimedia Toolforge at capx.toolforge.org, that facilitates matching/connecting people for teaching and learning skills, addressing the largest missing item in the movement’s toolbox: the peer support.
At the time of writing, CapX included 13 major features, including user and organizational profiles, a global skills visualization map, and a direct messaging system. The user base consisted of 1,528 individual users, authenticated through their Wikimedia usernames, and 52 organizations with registered profiles. According to user-declared information, Wikimedians from all regions of the world are represented on the platform, collectively speaking 128 languages.
Throughout its three-year duration, Capacity Exchange guided its activities based on technical plans and strategic advice provided by its International Advisory Committee, which has always been open to members from across the Wikimedia movement. At the end of the cycle, in June 2026, the project brought together 27 affiliated organizations represented on the CapX Advisory Committee, including 4 Wikimedia Hubs, with members from all geographic regions, ensuring broad representation and strong diversity across the network.
The Capacity Exchange is published on the project’s page on Meta-Wiki, where the full project documentation is available.
Between June 2024 and June 2025, the project completed the second year of its second development phase, guided by Technical Plan v3.0. In May 2025, the International Advisory Committee approved a new Technical Plan covering an additional year of funding, effective from June 2025 through June 2026. During the project's third year, the Technical Plan - extra year guided the work of the professional team, and all planned activities were successfully completed.
All technical plans are publicly available and organized in a dedicated category on Wikimedia Commons. All the proposed activities and metrics outlined across the four documents were fully accomplished and successfully delivered.
The following documents are available on the project page:
- The Capacity Exchange User Guide that provides step-by-step explanations of all features available at the end of the cycle in text format, along with several short tutorial videos. By been hosted on Meta-Wiki, it can be freely updated, translated, and improved by volunteers;
- The User Guide also previously included a dedicated section on Let's Connect (LC), which was later archived after the LC team requested the removal of the registration workflow from Capacity Exchange due to changes in the program's governance.
- A news and activities page dedicated to project updates, documenting development milestones, month-by-month activities, outreach efforts carried out by project members, and links to all community reports published on Diff and other channels;
- A Frequently Asked Questions (FAQ) page, including a visual representation of how connections are established and developed through CapX;
- The complete project technical documentation available on Wikimedia Commons, including:
- Technical Plan – Version 1.0;
- Technical Plan – Version 2.0;
- Technical Plan – Version 3.0;
- Technical Plan – Additional Year;
- The Capacity Exchange Technical Report describing and systematizing the project's three-year development cycle, including its architecture, implementation, and key technical decisions;
- Two promotional videos are also available on this documentation page (Video 1; Video 2);
- The Capacity Exchange's Vision & Purpose document that consolidates existing information about the project, outlines how community discussions shaped the initiative, highlights the platform's strengths, and explains its integration within the Wikimedia ecosystem.
- All Capacity Exchange visual materials and outreach documentation are publicly available in a proper Wikimedia Commons category, including:
- Documentation of the Capacity Exchange design system;
- Photos and presentation slides from Capacity Exchange events;
- Screenshots and animated GIFs capturing the application's interface at different stages of its development;
- All Capacity Exchange visual documentation, including its visual identity, visual identity guidelines, badges, and barnstars;
- How-to and tutorial videos demonstrating the use of Capacity Exchange;
- A step-by-step guide explaining how to register for the Let's Connect program and manage participant information through Capacity Exchange following the migration of Let's Connect profiles and the registration process to the platform.
- The application’s source code and API documentation is divided into two parts and is fully available on the Wikimedia Brasil GitHub:
- The Capacity Exchange application is hosted on Wikimedia Toolforge at capx.toolforge.org.
- There is also a document organizing and systematizing the Capacity Exchange Volunteer Governance Framework, reviewed and approved by members of the International Advisory Committee in June 2026.
What Movement Strategy initiative is this draft plan supporting?
[edit]The Capacity Exchange focuses on Global Approach to Local Skills Development, in particular the first two points from Recommendation 6:
- Establish a methodology that maps assets and needs and generates aggregated data for deploying skills development initiatives based on real needs.
- Establish a service that facilitates connecting/matching peers across the Movement for teaching and learning skills (e.g. peer-learning, networking, and pooling of information from partners and allies).
What activities have you completed to produce this draft plan?
[edit]Below is a timeline of the activities carried out under Capacity Exchange's Technical Plans, implemented between June 2023 and June 2026, that is also available at Capacity Exchange/Activities.
| Details on CapX activities |
|---|
|
As a result of the activities implemented, in June 2025, the Capacity Exchange achieved the following outcomes:
- 430 user profiles were created on the platform;
- The project pages received 23,721 views;
- The promotional video was accessed 2,869 times on Wikimedia Commons;
- The CapX tool was translated, fully or partially, into 42 languages.
Due to the activities carried out during the third year, by July 2026, Capacity Exchange had achieved the following outcomes:
- 1521 user profiles were created on the platform;
- 52 organization profiles were created on the platform;
- The project pages received 35,962 views;
- The CapX tool was fully translated into 16 languages (>70%), and partially into 40 languages;
- Four partners are using the Mentorship feature for their programs registrations;
- We are officially partnered with the Volunteer Supporters Network hub, the EduWiki Hub, the Wikimedia ESEAP Hub, the Content Partnerships Hub, and the Wikimedia Language Diversity Hub, which are fundamental and strategic actors in the organization and support of Wikimedia communities.
- We also established a partnership with Let's Connect, for which we developed a dedicated registration process and the integration of its profiles into CapX. However, due to the transition to a fully community-organized model, the initiative decided to discontinue the registration process through CapX, as the available capacity within the program was no longer sufficient to maintain this process.
- All activities planned in the Technical Plan for the additional year were carried out and delivered. For more details, please see the technical report.
In parallel, the following outreach metrics were defined in collaboration with the project management team and the Wikimedia Foundation point of contact.
Metrics & Evaluation 2.0 (2023 / 2025)
[edit]Outreach Sister Initiatives
[edit]- Sister Initiatives outreach: Connect with at least 10 initiatives.

- Assessment of initiatives: Map potential initiatives.
(The document is private because it contains people's names and email addresses and is only accessible to the committee.)
Raise Community Awareness
[edit]- Promotional materials: Design a unique visual identity that embodies the project concept; Establish color, font, logo, and graphics guidelines.

- Communication channels: Create and maintain channels that properly present the project background, activities, and goals;

- Events: Promote the project at least 5 events.

- Community report: Publish at least 8 reports for the community.

Metrics & Evaluation 3.0 (extra year — 2025 / 2026)
[edit]Raise Community Awareness
[edit]- Communication channels:
- Events: Promote the project at least 5 events and deliver the expected outcomes predetermined jointly with the project manager.

- Community report: Publish at least 4 reports for the community focusing on quantitative and qualitative results.

Outreach Sister Initiatives
[edit]- Sister Initiatives outreach:
- Community Outreach in Numbers:
- Financial plan for 26/27: The Advisory committee has developed a future plan for financial sustainability

The Let's Connect partnership
[edit]The second iteration of the Capacity Exchange (CapX) project was extended to complete the integration of Capacity Exchange and Let's Connect (LC) profiles. To ensure the integration met community needs and protected users' privacy, we worked closely with the Let's Connect team to define the requirements and implementation strategy.
We developed a dedicated registration form within the Capacity Exchange platform, allowing new members to join the Let's Connect Network through CapX. Sensitive registration data were stored in a separate database accessible only to Wikimedia Foundation staff, ensuring compliance with the agreed privacy safeguards.
On the development side, the team implemented the integration of Let's Connect profiles and created a feature that automated profile completion for existing members of the initiative. The feature introduced a Let's Connect Integration button that retrieved users' information from their Let's Connect profiles on Meta-Wiki and automatically populated their Capacity Exchange profiles.
In order to introduce the partnership with Let's Connect to the Wikimedia community and present how the integration of Let's Connect profiles into Capacity Exchange would work, we organized two Learning Clinics in collaboration with the Let's Connect team.
- Let’s Connect Learning Clinic: Mastering the Capacity Exchange (CapX) Tool . September 30 2025; 13:00 - 15:00 UTC. Video Recording in English;
- Let’s Connect Learning Clinic: Mastering the Capacity Exchange (CapX) Tool Part Two. October 20 2025; 17:00 - 19:00 UTC. Part Two Video Recording, in English.
Following the approach adopted for all features within Capacity Exchange, which include detailed step-by-step user instructions, we also prepared dedicated documentation for the Let's Connect integration feature. The instructions have been preserved in this document, available on Wikimedia Commons, as they were removed from our Meta-Wiki documentation at the request of the Let's Connect team.
At the request of the Let's Connect team, we also prepared and circulated a version of the documentation in which the step-by-step instructions were accompanied by screenshots of the platform interface. The complete document has been preserved on Wikimedia Commons for record-keeping purposes.
The integration of Let's Connect profiles into Capacity Exchange was successfully completed in January 2026. At that point, the autofill feature was discontinued, and all new applications to the Let's Connect program began to be submitted through the Capacity Exchange platform.
Due to the Let's Connect transition to a fully community-organized model, the initiative decided to discontinue the registration process through CapX, as the available capacity within the program was no longer sufficient to maintain this process. They than asked us to take of the registration form from the CapX platform, as there was no more available people to take care of this information.
Here it is possible to see some screenshots of the interface for the record:
- A view of the registration button displayed to a user who is not yet registered with the Let's Connect Initiative;
- A view of the Update Information button available to users who are already registered with the Let's Connect Initiative;
- A view of the dedicated registration form containing the additional questions required to join the Let's Connect Initiative. Responses to these questions were stored in a separate database accessible only to Wikimedia Foundation staff;
- Another view of the dedicated registration form containing the additional questions required to join the Let's Connect Initiative - editing area;
- The confirmation pop-up informing users how the data they provided would be stored and used.
Learning on Let's Connect partnership
[edit]We also wrote a learning report documenting the integration of Let's Connect profiles into Capacity Exchange, including the implementation process, the technical and privacy considerations, and the lessons learned throughout the project.
The main outcome of this partnership was the development of an interface design strategy focused on user experience, together with the creation of a technical infrastructure that enabled participants to register for the Let's Connect initiative through Capacity Exchange (CapX), while also allowing existing Let's Connect profiles to be migrated to the platform. The technical team developed a mechanism to collect the sensitive data required for Let's Connect activities without storing them in the Capacity Exchange database. In addition, users were given the option to automatically populate part of their CapX profile using information already published on their Meta-Wiki profiles.
The project established an infrastructure capable of meeting the operational needs of the partner initiative while remaining aligned with CapX's core principles by ensuring that sensitive data were not stored in the platform's database. Through this experience, the CapX team acquired valuable technical knowledge and practical experience that support the development of future partnerships and new features aligned with the platform's mission.
In which community channels have you announced your draft plan?
[edit]Learning
[edit]1n 2023, we published one case study. In 2024, we published two case studies, followed by two additional case studies in 2025 and one more in the first half of 2026. These publications document experiences, challenges, and lessons learned throughout the development of the tool, sharing knowledge and insights with the broader community.
2023 Learning:
2024 Learning:
- Capacity Exchange's Participation in the Outreachy Internship Program
- Launching the Capacity Exchange
2025 Learning:
- From Development to Launch: The New Version of Capacity Exchange
- Integration of Let's Connect profiles into CapX
2026 Learning (First Half):
Reports
[edit]We published three quarterly reports and four quarterly reports in 2024, documenting the project’s progress and activities. In 2025, we transitioned to a semester-based reporting format, publishing two semester reports during the year, followed by an additional semester report covering the first half of 2026.
- 2023 Quarterly Reports:
- April - June 2023: Welcoming a new project and a new team
- July - September 2023: Implementation of the outreach plan
- October - December 2023: Technical plan
- 2024 Quarterly Reports:
- January – March 2024: An Outreachy Program for the Wikimedia Peer Power Tool
- April – June 2024: CapX Front-end Deployment
- July – September 2024: CapX Launch at Wikimania 2024
- October – December 2024: Updating the Technical Development Plan and Restructuring the Team
- 2025 Semester Reports:
- January - June 2025: Renewed version of CapX
- July - December 2025: Let's Connect profile integration process
- 2026 Semester Report (First semester):
- January - June 2026: Launch the mentorship landing page on CapX
- CapX Project’s End-of-Two-Year Report – 2025
We also published the final grant report at the end of the project's second year. It was initially published on 3 July 2025 on the Grant's Talkpage, as instructed by JStephenson (WMF). It was later published on this page on 25 July 2025 and formally accepted on 19 August 2025. The current version of this page is an updated version of the report, incorporating information from the additional year of funding and activities carried out between June 2025 and June 2026.
Diff Articles
[edit]In total, throughout the three years of the project, 15 Diff posts were published covering CapX development, the network of people involved, project data and metrics, as well as testimonials from contributors and supporters.
Promotional Videos
[edit]Two promotional videos were released to announce the launch of the two versions of the CapX tool:
- Launch Video of Capacity Exchange (CapX) (August 2024)
- Promotional Video for the New Version of CapX (March 2025)
Let's Connect Partnership Launch Events
[edit]In order to introduce the partnership with Let's Connect to the Wikimedia community and present how the integration of Let's Connect profiles into Capacity Exchange would work, we organized two Learning Clinics in collaboration with the Let's Connect team. The sessions took place on September 30 and October 20, accommodating participants across different time zones. Scheduling two sessions also gave participants time to explore the platform between clinics and return with questions, feedback, and suggestions regarding the integration process.
- Let’s Connect Learning Clinic: Mastering the Capacity Exchange (CapX) Tool . September 30 2025; 13:00 - 15:00 UTC. Video Recording in English; Sharers presentation available in [EN] [PT] [FR] [ES] [AR].
- Let’s Connect Learning Clinic: Mastering the Capacity Exchange (CapX) Tool Part Two. October 20 2025; 17:00 - 19:00 UTC. Part Two Video Recording, in English. Sharers presentation available in [EN] [PT] [FR] [ES] [AR].
Event Participation
[edit]Through participation in local and international community events, we were able to share the CapX vision with new audiences, expand awareness of the project, and engage new supporters around the world. These presentations also provided valuable opportunities to gather ideas and feedback from volunteers on how to build a platform that better addresses their needs and expectations.
Finances
[edit]Grant funds spent
[edit]Please describe how much grant money you spent for approved expenses, and tell us what you spent it on.
During the first two years of the project (Jun 2023/Jun 2025), a total amount spent was BRL 782,690.34. These funds were allocated to the following activities:
- Materials, services, and supplies: BRL 189,808.66
- Salaries for professional staff: BRL 347,959.02
- Travel expenses: BRL 127,381.65
The detailed breakdown of expenses incurred between June 2023 and June 2025 is available in a spreadsheet here.
During the third year (Jun 2025/Jun 2026) of the project, which was funded through the grant amendment, the total amount spent was BRL 348,823.10. These funds were allocated to the following activities:
- Materials, services, and supplies: BRL 21,800.00
- Salaries for professional staff: BRL 327,023.10
The detailed breakdown of expenses for the additional funding year (June 2025/June 2026) is available in a separate spreadsheet here.
It is also important to highlight that all additional costs were fully borne by Wikimedia Brasil, with no expectation of reimbursement.
Remaining funds
[edit]Do you have any remaining grant funds?
No.
Anything else
[edit]Anything else you want to share about your project?
Learning points and reflections
[edit]Throughout the three years of work on Capacity Exchange (CapX), the project accumulated a wide range of challenges and valuable lessons. The first major challenge was designing and planning a software development project within a Wikimedia affiliate that had almost no previous experience in this area. Considerable time was devoted to research, planning, and discussions before the team developed a clear understanding of how to build and manage a sociotechnical infrastructure.
Building the project team was another significant challenge. It required recruiting designers, software developers, translators, outreach facilitators, and other professionals who were not part of Wikimedia Brasil's existing network of staff, contractors, or the personal networks of the two project managers. After extensive recruitment efforts and overcoming several obstacles, we successfully assembled a committed and highly capable team. The team fully embraced the project's vision and worked tirelessly to deliver everything that had been proposed—and, in many cases, to exceed the project's original objectives.
Throughout this process, we had the opportunity to meet many remarkable people from across the Wikimedia movement. These interactions reinforced our belief that a platform like Capacity Exchange (CapX) can make it easier to connect the thousands of Wikimedians working in every corner of the world.
By engaging with diverse communities, we gained a deeper understanding of their challenges, needs, aspirations, and ambitions, all united by a shared commitment to strengthening the Wikimedia movement. These conversations and collaborations were instrumental in shaping what Capacity Exchange has become today: a platform designed to connect people from diverse backgrounds who share a common passion for advancing free and reliable knowledge.
It was through this process of listening that we designed and developed the Mentorship feature. Its purpose is to centralize participant registration for mentorship programs within a platform that is hosted within the Wikimedia movement and built specifically for the Wikimedia movement.
Today, four partner organizations use this feature, and several other groups have expressed interest in integrating their mentorship programs into Capacity Exchange. By continuously listening to community needs, we are able to develop tools that address volunteers' real challenges while further strengthening the network of people connected through the platform.
The same community-centered approach guided the development of the Data Analytics Dashboard, which provides real-time insights into the capacities, skills, and interests of the community. Through map-based visualizations and interactive summaries, the dashboard displays information such as the most widely spoken languages by region, the most commonly offered and requested capacities, and a range of other metrics that support strategic, data-informed decision-making.
One of the dashboard's greatest strengths is that it makes these insights readily available without requiring organizations or community groups to conduct separate surveys or collect additional data. Instead, information is accessible in just a few clicks through an intuitive, user-friendly interface, enabling affiliates, organizers, and volunteers to better understand and respond to the needs of the Wikimedia movement.
Today, we conclude the development phase of Capacity Exchange (CapX) with the delivery of a fully functional, polished, and community-driven platform. Our greatest challenge now is to increase its visibility and ensure that it reaches the many different communities, affiliates, and contributors across the Wikimedia movement. The story of CapX is only beginning. Building a platform capable of facilitating meaningful connections was the first step. We believe the future of this project is bright and that it will continue to benefit people throughout the Wikimedia movement for years to come.
We are deeply grateful to the Wikimedia Foundation for making the development of Capacity Exchange possible through its grant support. We would especially like to thank @Jessica Stephenson for believing in this project from the very beginning and for championing it every step of the way. We have also been fortunate to build an extraordinary network of supporters whose dedication and enthusiasm have been essential to the project's success. Together, we share the same goal: making it easier for people across the Wikimedia movement to connect, exchange skills, and learn from one another.
This report was made by me (@AJurno (WMB)), Capacity Exchange's current Project Manager, with the help of the Wikimedia Brasil Fundraising Manager (@DSouza (WMB)) and Funds and Administrative Manager (@CCosta (WMB)).
The additions to this report for the third year were made by me, (@AJurno (WMB)), Capacity Exchange's current Project Manager, with the help of the Wikimedia Brasil Executive Director (@User:JPeschanski (WMB)) and Funds and Administrative Manager (@CCosta (WMB)).