Organizational effectiveness/Tool/Questionnaire/zh

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This is a text version of the questionnaire, which is here for your reference. To take the questionnaire, please use the survey link, so that TCC can generate a report for you. Please do not edit this page, since it will not change the text of the live questionnaire, but leave your suggestions on the discussion page for future iterations of the tool.


歡迎來到組織效能問卷。使用組織效能工具的第一步,是先填寫組織效能問卷。組織效能工具頁請搭配問卷、使用說明、以及組織效能學習中心來幫助貴組織理解與運用結果。使用此工具,請依照下列順序:(1)閱讀使用說明,(2)填寫問卷,(3)檢視成果報告,並且(4)前往學習中心尋求建議。

This questionnaire is the first step in using the organizational effectiveness tool.

背景

維基媒體基金會邀請專長於研究社會影響力的顧問公司--TCC集團(TCC Group),以及廣大的維基媒體社群,發起了這項計畫。此計畫的目的,是幫助各式各樣不論形式或大小的維基媒體組織(包含分會、主題性組織、以及用戶組),能夠提昇他們的效能以及對維基媒體運動的影響力。這份問卷便是這項計畫的一部分,我們建立了這份自我評估問卷,提供組織能夠自行使用,以便理解他們目前運用的策略對所有維基媒體組織的獨特以及共同之處。為了建立這份問卷、使用說明、以及學習中心,TCC集團已經對部分的維基媒體組織進行了前導的問卷調查以及一系列的深度訪談,以了解現在維基媒體組織現在在運用的各項策略。這些不斷修正的資料,要感謝來自維基媒體運動(包含分會、主題性組織、用戶組以及自治體委員會的成員們)的人士之指導與支持。這項計畫的維基媒體基金會聯絡人為Winifred Olliff,電子郵件是wolliff at wikimedia dot org。

這份問卷是什麼?

這份問卷包含了讓您認識貴組織的問題集,同時也搭配著這些填答的成果詮釋的學習中心。維基媒體基金會也考慮如果這份問卷有用,未來會繼續開發這份工具,讓填答的組織們能夠在完成填答後,自動得到客製化的成果報告。

我們要如何運用這份問卷?

在您開始使用此工具之前,我們建議貴組織先提名一位「聯絡人」給TCC集團和維基媒體基金會,這位聯絡人會是負責整組工具運作並且收到貴組織報告者。請這位聯絡人發送電子郵件到維基媒體基金會的Winifred Olliff (wolliff at wikimedia dot org)以及TCC集團的Rika Gorn(rgorn at tccgrp dot com)。我們建議貴組織要有3到7人自行完成這份問卷。這些人應該為對於貴組織的運作、決策、以及進行哪些活動或策略、或是預算使用在哪裡(如果有預算的話)有深度認識的志工或職工。請了解,這些問題的填答,將會幫助你的組織提昇組織效能,而個人的填答未經貴組織同意之前,將不會分享給維基媒體基金會或其它的維基媒體組織。一份問卷通常需耗時30-45分鐘填寫。如果有發生任何技術上的問題,請聯絡TCC的Rika。

當貴組織的3-7人已經填寫完了問卷之後,貴組織的指定聯絡人可以申請一份整體的結果報告,這份報告可以對照著元維基上的使用說明以及學習中心交相參考,以更完整的詮釋、討論這份結果。這樣一來,貴組織便能使用這份問卷來理解貴組織在效能上的長處以及短處,並且針對這些強項與弱項進行策略整合,以達到更大的社會影響力。

哪些人會看到我的填寫成果?

我們想確定問卷對組織的有效程度以及每個組織中的個人能夠盡量開放的回答這些問題。因此,個人的問卷沒有經過回答者的允許之下,將不會分享給維基媒體基金會或是其他的維基媒體組織。貴組織的結果將會由TCC集團來整理,成為維基媒體所有組織對自身組織效能的整體報告中的其中之一,我們希望這樣的整體報告能夠幫助維基媒體運動。在這個報告中,所有的發現將會平均的分配到所有組織中,如此一來將不會挑出單一組織的觀點。如果你擔心這份整體報告裡頭的回答包含您個人的填答,請聯絡我們。

貴組織對此計畫的工作群組將會見到自己組織的整體結果,但是個人的填答將不會分享給貴組織。

文中提到的「維基媒體組織」是什麼意思?意思是說這份問卷只提供給正式的組織嗎?

Throughout, we use the phrase “Wikimedia organization” to refer to chapters, thematic organizations, and user groups. We use the word organization to refer to both formal organizations and informal groups. We hope this Questionnaire will be as useful to user groups as it is for Wikimedia chapters and thematic organizations, although we realize that some questions may be more applicable to one type of organization than another. If you find that this Questionnaire is not well-suited to your organization, we encourage you to share that feedback with us at the end of the Questionnaire so that we can improve future versions of this tool.

為什麼這份問卷要有數個章節?

This Questionnaire has three sections. Section 1 asks some basic questions about how you work with your organization. Section 2 includes topics related to effectiveness (“core strategies”) that we hope are applicable to most or all organizations (these might be topics like volunteer recruitment or community engagement). Section 3 addresses specific strategies for effectiveness used by some organizations (these might be program strategies, like organizing events or doing advocacy work), and you will have the chance to indicate whether each question is applicable to you before you are asked to answer it.

We recognize and appreciate that many people participating in this Questionnaire may not use English as their first language. If you have any difficulty understanding questions or any other aspect of the Questionnaire, please reach out to Winifred Olliff (wolliff at wikimedia dot org).

第一節:身家背景

  1. What is the name of your organization? [Drop down list]
  2. how much time do you spend on activities related to your Wikimedia organization each week?
    1. Less than 10 hours a week
    2. Between 10 and 20 hours a week
    3. More than 20 hours a week
  3. What best describes your position or role at the Wikimedia organization you work with?
    1. Volunteer
    2. Staff or contractor (part or full-time staff)
    3. Volunteer who is also a board member
    4. Other _____________

第二節:所有組織的核心策略

We have included some strategies that are probably used by all Wikimedia organizations. These include, (A) Work with volunteers, (B) Including people with different backgrounds, (C) Work with online contributors, (D) Learning and sharing learning, (E) Resource mobilization. Please answer each question, to the best of your knowledge.

  1. Please indicate how strongly you agree or disagree with the following statements about how your organization engages volunteers online and offline (or how volunteers engage your organization). By “volunteer” we mean anyone who gives time to your organization without financial compensation, including your organization’s core volunteers (for example, board members or project leads), and volunteers that help your organization with offline and online activities. In this case, we do not mean contributors to the Wikimedia sites unless they are directly engaged with your organization. You will have opportunities to answer questions about your work with online contributors later.
    1. Roles: Volunteers always know what their roles in the organization are and what they should be doing in a given timeframe.
    2. Roles: People in our organization (leadership, volunteers, staff) understand what the strengths, capabilities, and skills of volunteers are.
    3. Roles: Volunteers always work in the areas they are most interested in.
    4. Training: We train all volunteers working in all areas.
    5. Training: Training we offer to volunteers enables volunteers to be more effective.
    6. Training: We have a written (printed or digital) handbook or orientation guide for new volunteers.
    7. Training: Our organization has regular check-ins with volunteers to make sure they are supported, engaged, and working effectively.
    8. Training: When a volunteer leaves, we have an exit interview or other discussion to understand why.
    9. Training: Volunteers have opportunities to improve skills and develop interests through training and other development opportunities.
    10. Training: Our organization considers how volunteers would be affected when it makes decisions.
    11. Recognition: Each new volunteer is formally welcomed and oriented to our organization.
    12. Recognition:We acknowledge the contributions of volunteers through events, gifts, or online recognition for volunteers.
    13. Flexibility: Volunteers have opportunities to shift roles within our organization as their skills and interests develop.
    14. Flexibility: Our organization depends on the work of just one or a few important volunteers.
    15. Recruitment: We have successful processes and strategies for recruiting new volunteers.
    16. Recruitment: Our organization always has as many volunteers as we need to achieve impact.
  2. What data does your organization collect on the ways your organization engages volunteers? This could be information that would help respond to the items above, or other information about how you use volunteers, that you might collect. Note that we are not looking for the specific information about your work with volunteers, but are more interested in what types of information you gather and how:
  3. Please indicate how strongly you agree or disagree with the following statements about how your organization includes people of different backgrounds (for example, people of different ages, races, genders, languages, expertise) in its work.
    1. Our organization actively engages volunteers and online contributors from different backgrounds (for example different races, genders, languages, ages, with different expertise, etc.).
    2. Our organization adopts a policy to prevent harassment and welcome newcomers, and makes other efforts to ensure all people are comfortable participating in both our in-person and online activities.
    3. Our organization takes steps to make our projects, systems and technology easier to understand for first-time users with a variety of different backgrounds.
    4. People involved with our organization believe more diversity (more participation among people of different backgrounds in our organization and on the Wikimedia projects) will lead to more impact.
    5. Our organization actively seeks volunteers and online contributors who have different backgrounds, expertise and experience levels within the Wikimedia movement.
    6. Our organization actively seeks volunteers and online contributors with expertise from outside the Wikimedia movement (for example, academics, civil society organizations, business organizations, fundraising or financial experts, government).
  4. What data does your organization collect on how inclusive and welcoming your organization is to people with different backgrounds? This could be information that would help respond to the items above, or other information about your organization’s receptiveness to different population groups. Note that we are not looking for the specific information about your work with online contributors, but are more interested in what types of information you gather and how:
  5. Please indicate how strongly you agree or disagree with the following statements about your organization’s work with online contributors (people doing work directly on the Wikimedia sites) that is focused on building communities through online and in-person activities.
    1. Our organization supports and sustains strong in-person communities of online contributors.
    2. People in our organization (leadership, volunteers, staff) believe that building communities of online contributors will help our organization achieve more impact.
    3. Our organization does activities that help support and sustain strong communities of online contributors.
    4. Our organization has in-person events that support and sustain communities, such as meet-ups for online contributors and edit-a-thons.
    5. Our organization’s in-person events for online contributors lead to measurable online impact (for example, online contributors become more active or contribute more content, or work together more effectively online).
    6. Our organization engages contributors and volunteers online through activities like contests, online spaces (like the Teahouse on English Wikipedia), online support (like a help desk), or community consultations.
    7. Our organization’s online activities for contributors lead to online impact (for example, online contributors become more active or contribute more content, or work together more effectively online).
    8. Participants in our organization’s online and offline activities enjoy working together, both online and offline (if applicable).
    9. Our organization consults effectively with online contributors.
    10. The resources we use (time, money, stuff, expertise) to do community-building results in enough impact to justify the expense.
    11. We have enough resources (time, money, stuff, expertise) to achieve impact through our community-building.
  6. What data does your organization collect regarding its work with online contributors? This could be information related to the items above, or other information about what your interaction with the local community looks like. Note that we are not looking for the specific information about your work with online contributors, but are more interested in what types of information you gather and how:
  7. Please indicate how strongly you agree or disagree with the following statements about how your organization learns and shares.
    1. Organizational learning: Our organization has effective ways to get feedback from volunteers and other key stakeholders.
    2. Organizational learning: Our organization collects feedback from everyone involved (for example, volunteers, staff, leadership) to understand what is and is not working about our organization from their perspectives.
    3. Organizational learning: Our organization systematically collects and documents information about how organization processes (meetings, communication, etc.) are working and can be improved.
    4. Organizational learning: Our organization has people (staff or volunteers) whose role it is to understand how we can improve the way our organization functions.
    5. Organizational learning: Our organization systematically collects and documents data from every activity we do to understand its impact (for example, how participants got involved with Wikimedia after an event).
    6. Organizational learning: People in our organization (volunteers, leadership, staff) highly value learning from other Wikimedia organizations and nonprofit organizations.
    7. Applying learning: Our organization applies what we learn about our activities to have more impact in the future.
    8. Environmental learning: Our organization systematically collects and documents information about our local context or area of focus (for example, about local laws, local organizations).
    9. Environmental learning: Our organization has effective systems in place (for example meetings, online spaces that are used by the community) to share and discuss what we have recently learned.
    10. Environmental learning: Our organization understands what is happening in the field of open knowledge in our country/region or impacting our organization’s specific area of focus (for example, language, topic, project).
    11. Environmental learning: Our organization understands what is happening around the world in the field of open knowledge, and works with others in the field of open knowledge.
    12. Applying learning: Our organization’s strategies and activities are informed by information about what is happening around the world and locally (or in our focus area) in the field of open knowledge.
    13. Applying learning: Our organization actively shares what we have learned with other Wikimedia organizations and/or other nonprofit organizations (for example, through blog posts or informative grant reports or annual reports).
    14. Applying learning: Our organization proactively asks other Wikimedia organizations and/or other organizations for information about what they have learned.
  8. What data does your organization collect about how your organization learns? This could be information that would help respond to the items above, or other information about effectiveness and relevance of organizational learning you might collect. Note that we are not looking for the specific information about what you are learning but are more interested in what types of information you gather and how:
  9. Please indicate how strongly you agree or disagree with the following statements about resource mobilization within your organization.
    1. Our organization proactively looks for in-kind resources our members or partners can provide us (e.g. facility space, equipment, expertise).
    2. The majority of people in our organization believe it’s important for us to find sources of financial support outside of the Wikimedia Foundation.
    3. Our organization knows about, and uses, all of the in-kind resources (e.g. facility space, equipment, expertise) available to us through our members and partners.
    4. Raising resources (whether financial or in-kind) is critical for our organization to sustain its work.
    5. Our organization raises financial resources from multiple sources (e.g. from grants, fundraising, website donations, fee-for-service work).
  10. What data does your organization collect about how your resource mobilization? This could be information that would help respond to the items above, or other information about your ability to mobilize financial and in-kind resources that you might collect. Note that we are not looking for the specific information about what you are learning but are more interested in what types of information you gather and how:

第三節:其它組織策略

This section contains questions about strategies that some organizations will use, but not others. These include program strategies: (A) Supporting contributors by providing resources; (B) Software and technology; (C) Advocacy work; (D) Online contests; (E) Edit-a-thons, workshops, trainings; and (F) Partnerships, including GLAM and education. This section also includes strategies related to organization processes: (G) Governance, (H) Finances, and (I) Planning. Please answer each question, to the best of your knowledge.

  1. Is your organization involved in supporting online contributors (for example, through grants, meeting spaces, and equipment)?
    1. 否(跳到第17題)
  2. Please indicate how strongly you agree or disagree with the following statements about your organization’s programs to support online contributors by providing resources like grants, meeting spaces, and equipment.
    1. Community support: Our organization understands the needs of contributors and volunteers, and provides resources based on these needs.
    2. Grants and reimbursements: Our organization provides grants, reimbursements, or travel scholarships to online contributors and volunteers.
    3. Grants and reimbursements: Our organization provides clear information about how to apply for and receive grants, reimbursements or travel scholarships, in our local languages.
    4. Grants and reimbursements: Our organization tracks the results of grants, reimbursements and travel scholarships to understand their direct or indirect impact on the Wikimedia sites.
    5. Grants and reimbursements: People in our organization (volunteers, leadership, staff) believe our grants, reimbursements, and travel scholarships lead to online impact.
    6. Equipment: Our organization provides equipment (such as books, photography equipment, or digitization equipment) to volunteers and contributors.
    7. Equipment: Our organization provides clear information about how to borrow or receive equipment, in our local languages.
    8. Equipment Our organization tracks the results of activities performed with the equipment to understand their impact on the Wikimedia sites.
    9. Equipment: People in our organization (volunteers, leadership, staff) believe providing equipment for volunteers and contributors leads to online impact.
    10. Meeting space: Our organization provides places for volunteers and contributors to gather (by directly renting or owning a space, or by facilitating in-kind donations of space).
    11. Meeting space: Our organization tracks how volunteers use meeting spaces provided or supported by our organization.
    12. Meeting space: People in our organization (volunteers, leadership, staff) believe providing places for volunteers to gather leads to online impact.
    13. Community support: We have the resources we need to (time, space, funding, supplies) to effectively do programs that support online contributors.
    14. Community support: The resources (time, money, in-kind support) our organization uses to support online contributors and volunteers (through grants, equipment lending, online support, events, and meeting spaces) corresponds to the impact of this work on the Wikimedia sites.
  3. What data does your organization collect regarding volunteer and community support? This could be information about grants and scholarships, equipment, resources for events or meeting space or other information you might collect. Note that we are not looking for a list of data, but are more interested in what types of information you gather and how:
  4. Does your organization do work to develop software or tools for use on the Wikimedia projects, or toward the Wikimedia mission? Answer yes to this question if you work specifically to develop software or tools. (Other types of technology-related support for tech-focused volunteers or technology equipment lending programs are covered in other sections of the Questionnaire.)
    1. 否(跳到第19題)
  5. Please indicate how strongly you agree or disagree with the following statements about your organization’s software development or technology work.
    1. Relevance to organizational mission: Software development or technology work is core to our organization’s mission.
    2. Planning process: We have clear goals and milestones for our software development or technology work, and staff and volunteers engaged with our work agree on these goals and milestones.
    3. Value add of technology and software development: Our organization’s software development or technology work addresses an important gap that is not addressed by other movement organizations.
    4. Access to expertise and other resources: We consult regularly with key stakeholders (technology volunteers, online contributors) to ensure our software development or technology work is relevant, and is not interfering with work on the Wikimedia projects.
    5. Value add of technology and software development: Our organization has done effective software development or technology work in the past.
    6. Planning process : Our organization has systems in place to monitor and manage software development or technology work while it is in progress.
    7. Access to expertise and other resources: Our organization has at least one active board member or executive-level staff person with significant expertise in managing software development or technology work.
    8. Value add of technology and software development: Our organization plans for and understands how its software development or technology work is related to and dependent upon other work happening in the movement, and communicates effectively with other movement organizations (including WMF) about these dependencies.
    9. Access to expertise and other resources: Our organization has the resources (volunteers, staff, money, tools) to do effective software development or technology work.
    10. Partnerships to expand software development or technology: Our organization is collaborating with other organizations in the movement (including WMF) on this software development or technology work to raise funds for this work.
    11. Partnerships to expand software development or technology: Our organization is collaborating with other organizations in the movement (including WMF) on this software development or technology work to share resources other than money (e.g. people, expertise, time) for this work.
    12. Partnerships to expand software development or technology: Our organization is collaborating with external organizations on this software development or technology work to raise funds for this work.
    13. Partnerships to expand software development or technology: Our organization is collaborating with external organizations on this software development or technology work to share resources other than money (e.g. people, expertise, time) for this work.
    14. Value add of technology and software development: Our organization’s software development or technology work will lead to significant impact for the mission on a global scale.
    15. Value add of technology and software development: The impact we achieve through software development or technology work justifies the resources we use.
  6. What data does your organization collect regarding software and technology tools? Note that we are not looking for a list of data, but are more interested in what types of information you gather and how:
  7. Is your organization involved in advocacy work or outreach to policymakers (for example, working toward changing education policies or laws that affect issues like copyright reform)?
    1. 否(跳到第22題)
  8. Please indicate how strongly you agree or disagree with the following statements about your organization’s engagement in advocacy work (for example, working toward changing policies or laws that affect issues like copyright reform).
    1. Local policy & advocacy work: Our organization finds ways to inform the local public about where policymakers stand on issues that may affect the Wikimedia movement or the open knowledge movement more broadly.
    2. Local policy & advocacy work: Our organization has useful connections with and communicates directly with local policymakers about causes we are passionate about (for example, open knowledge or content liberation).
    3. Local policy & advocacy work: Our organization keeps key stakeholders (volunteers, contributors, other Wikimedia Organizations, policymakers) informed about policies in our country that could affect the Wikimedia movement.
    4. Local policy & advocacy work: Our organization has hired or partnered with other organizations that engage in direct lobbying of policymakers.
    5. Global policy & advocacy work: Our organization is active in global advocacy efforts (for example working on open knowledge or content liberation cross-nationally).
    6. General views on policy and advocacy work: Our organization has influenced local or global policies relevant to the Wikimedia movement or the broader open knowledge movement.
    7. General views on policy and advocacy work: People involved with our organization would agree that changing laws and policies is an important way that our organization can achieve impact.
  9. What data does your organization collect on its advocacy activities or work with policymakers? This could be information related to the items above, or other information about advocacy and policy work you might collect. Note that we are not looking for the specific information about your advocacy work but are more interested in what types of information you gather and how:
  10. Is your organization involved in organizing online contests?
    1. 否(跳到第25題)
  11. Please indicate how strongly you agree or disagree with the following statements about your organization’s contests to encourage contributors to add or improve content on the Wikimedia projects.
    1. Online contests: People in our organization (volunteers, leadership, staff) understand how online contests can lead to online impact.
    2. Online contests: Our online contests bring in new contributors to Wikimedia projects, who continue to contribute after the contests.
    3. Online contests: We track how participants in our online contests remain engaged with Wikimedia work after the competition ends (for example, do new contributors continue editing after 6 months).
    4. Online contests: We track content added to Wikimedia projects through online contests to understand how contests improve the Wikimedia projects.
    5. Online contests: We have written rules for how online contests will work, how results will be judged or ranked fairly, and how prizes (if applicable) will be distributed.
    6. Online contests: We have a method for deciding what the topic and structure of online contests will be, which is based on our desired outcomes (for example, what theme will help us achieve our desired results).
    7. Online contests: We share information about online contests in different ways, to draw in the right participants (for example village pumps, mailing lists, websites, social media, other organizations).
    8. Resources: The resources we use (time, money, stuff, expertise) to do online contests results in enough impact to justify the expense.
    9. Resources: We have enough resources (time, money, stuff, expertise) to achieve impact through our online contests.
  12. What data does your organization collect on the effectiveness of your organization’s contests? This could be information that would help respond to the items above, or other information about contests you might collect. Note that we are not looking for the specific information about your contests but are more interested in what types of information you gather and how:
  13. Does your organization organize events to introduce new people to Wikimedia or to engage people who are already contributing? (For example, outreach events or workshops for people who are new to Wikimedia, workshops or trainings for current contributors, or edit-a-thons aimed at current contributors.)
    1. 否(跳到第28題)
  14. Please indicate how strongly you agree or disagree with the following statements about your organization’s events. We are including three types of events in this section: edit-a-thons, workshops / trainings, and outreach events. Edit-a-thons are aimed at current contributors, and they have a goal of creating content. Workshops / trainings may be aimed at new contributors or current contributors, and they have the goal of teaching people how to contribute to the Wikimedia sites. Outreach events are aimed at new contributors, but do not necessarily teach people how to contribute to the Wikimedia sites. An example might be a lecture about Wikimedia delivered to a wider audience.
    1. Workshops / trainings: Our workshops / trainings are attended by people with the right level of knowledge to learn the material and effectively engage with our projects.
    2. Workshops / trainings: Our workshops / trainings always have a clear purpose that is shared with participants before the workshop.
    3. Workshops / trainings: There is noticeable improvement in participant skills or motivations after attending workshops / trainings.
    4. Workshops / trainings: We track how participants in trainings and workshops are engaged with relevant Wikimedia work over time after they attend workshops / trainings.
    5. Workshops / trainings: We have train-the-trainer workshops (for example, workshops where volunteers and service providers are taught how to train others).
    6. Edit-a-thons: Our edit-a-thons always have clear goals.
    7. Edit-a-thons: We have systems for tracking the results of our edit-a-thons, including collecting the usernames of participants and categorizing any content created or improved.
    8. Edit-a-thons: After an edit-a-thon, there are measurable differences in the quality of the online projects we are targeting (for example, improved articles on Wikipedia).
    9. Edit-a-thons: We acknowledge the positive contributions and participation of attendees of edit-a-thons.
    10. Edit-a-thons: Building community is a focus on our edit-a-thons.
    11. Outreach events: Our organization has in-person or online events and activities (that do not involve training or contributing to Wikimedia sites) to introduce Wikimedia to new people.
    12. Outreach events: Our outreach events for new people have clear goals, and we have systems in place to know if we are meeting those goals.
    13. Outreach events: Our outreach events reach a diverse group of people who are likely to engage in Wikimedia activities (online or offline) in the future.
    14. Outreach events: As a result of our outreach events for new people, we know that more people engage in Wikimedia activities (for example, volunteering, editing, donating).
    15. Outreach events: We have information on our website, in our local language, that clearly explains what Wikipedia and Wikimedia are.
    16. Event strategies: More than half of our workshops, edit-a-thons, and outreach events are organized because we have requests from other organizations or partners to organize events.
    17. Events strategies: We hold events that are part of a series in order to engage participants over a longer period of time.
    18. Resources: Our edit-a-thons, workshops, and outreach events result in enough impact to justify the expense in terms of resources we use (time, money, stuff, expertise).
    19. Resources: We have enough resources (time, money, staff, expertise) to achieve impact through our edit-a-thons, workshops, and outreach events.
  15. What data does your organization collect on the effectiveness of your organization’s events (workshops, edit-a-thons, trainings, outreach events)? This could be information that would help respond to the items above, or other information about events you might collect. Note that we are not looking for the specific information about your events but are more interested in what types of information you gather and how:
  16. Does your organization partner with other organizations to achieve more impact? (For example, partnerships with GLAMS or other cultural institutions, education programs, work with other Wikimedia organizations.)
    1. 否(跳到第31題)
  17. Please indicate how strongly you agree or disagree with the following statements about your organization’s partnerships (for example, your partnerships with GLAMs, governments, other non-government organizations / non-profit organizations, and education programs).
    1. Types of partnerships: Our organization partners with cultural organizations like galleries, libraries, archives, or museums.
    2. Types of partnerships: Our organization has placed a Wikipedian-in-Residence at a partner organization.
    3. Types of partnerships: Our organization partners with or collaborates with other Wikimedia organizations.
    4. Types of partnerships: Our organization partners with other open-knowledge focused organizations (for example Mozilla, Open Knowledge Foundation).
    5. Types of partnerships: Our organization partners with organizations or nonprofits from outside of the GLAM or open-knowledge movement (e.g. the business community, nonprofits working with youth, or others sorts of organizations).
    6. Types of partnerships: Our organization partners with universities or secondary schools, or with other educational partners (for example, to use Wikipedia in the classroom).
    7. Strategies for effective partnerships: It is clear to people in our organization (volunteers, leadership, staff) that collaborating with other Wikimedia organizations helps both organizations achieve more impact.
    8. Strategies for effective partnerships: It is clear to people in our organization (volunteers, leadership, staff) that partnerships with organizations outside Wikimedia have the potential to lead to online impact.
    9. Strategies for effective partnerships: Our organization tracks the results of our work with non-Wikimedia organizational partners by categorizing content added and tracking how that content is used online.
    10. Strategies for effective partnerships: Our organization knows the formal and informal steps to establish partnerships and work successfully with non-Wikimedia organizational partners, like GLAMs and academic institutions.
    11. Strategies for effective partnerships: We have enough resources (time, money, staff, expertise) to achieve impact through partnerships.
    12. Strategies for effective partnerships: Our partnerships result in enough impact to justify the expense in terms of resources we use (time, money, stuff, expertise).
    13. Deepening partnerships: Our partners also invest in Wikimedia programs and activities as they deepen their involvement.
    14. Deepening partnerships: Our organization knows how to identify and prioritize partnerships that will lead to the most impact.
    15. Deepening partnerships: Potential partner organizations in our region know about our organization or the Wikimedia movement, and regularly approach us.
    16. Deepening partnerships: After a specific project with a partner is complete, our organization effectively enables partners to continue to engage with and contribute to the Wikimedia movement.
  18. What data does your organization collect about the way your organization works with organizational partners? This could be information that would help respond to the items above, or other information about partnerships you might collect. Note that we are not looking for the specific information about your work with partners but are more interested in what types of information you gather and how:
  19. Does your organization have a governing body (for example a board of directors)?
    1. Yes
    2. No (Skip to question 34)
  20. Please indicate how strongly you agree or disagree with the following statements about your organization’s governance.
    1. Governance: Everyone involved with our organization understands who is responsible for making decisions.
    2. Governance: Key stakeholders (for example, volunteers, online contributors, staff) are engaged with our organization's decision-making processes, when needed.
    3. Governance: The decision-making power of our organization is shared with key stakeholders (for example, volunteers, online contributors, staff).
    4. Governance: Some people in our organization have too much power to make decisions that don’t reflect stakeholder desires.
    5. Governance: All members of our organization’s board or decision-making body have useful and relevant perspectives on Wikimedia and the open knowledge movement, and/or relevant expertise to share with our organization.
    6. Governance: Our organization’s board or decision-making body delegates some tasks to subgroups or committees.
    7. Governance: Our organization’s board or decision-making body understands its role in leading the organization, whether it is a governance board (a volunteer board dedicated to understanding the big picture while staff or key volunteers do the work on the ground) or a working board (a volunteer board that also does the programmatic and operational work of the organization themselves).
    8. Governance: Our organization’s board or decision-making body has clearly defined the legal and ethical standards under which our organization must operate (for example, a conflict of interest policy), and ensures that people in our organization meet these standards.
  21. Does your organization’s board or decision-making body have systems in place or policies on evaluating its own work and performance? If so, please describe them here:
  22. Does your organization engage in planning or prioritization (this could be an annual plan, strategic plan, or other planning or prioritization work)?
    1. 否(跳到第36題)
  23. Please indicate how strongly you agree or disagree with the following statements about your organization’s planning and prioritization.
    1. Strategic plan: Our organization sets both short and long-term goals, and has a strategy in place to achieve them.
    2. Annual plan: Our organization has an annual plan in place that identifies our annual priorities and targets.
    3. Strategic plan: All active participants in our organization know what our strategic goals are for the next few years.
    4. Annual plan: All active participants in our organization can name specific goals that our organization is working to achieve in the current year.
    5. Annual plan: Our organization's yearly goals or annual plan are compatible with our organization's strategic plan or long term goals.
    6. Annual plan: Our organization’s yearly goals are created in consultation with our key stakeholders (volunteers, online contributors).
    7. Strategic plan: Our organization evaluates whether our work matches the priorities outlined in our strategic plan.
    8. Strategic plan: Our organization has identified and publicly expressed what we will prioritize in order to achieve our high-level goals in the next few years.
    9. Strategic plan: Our vision or strategy for the next few years is based on consultation with our key stakeholders (volunteers, online contributors, members if applicable).
  24. Does your organization manage any resources or funds?
    1. 否(跳到第38題)
  25. Please indicate how strongly you agree or disagree with the following statements about your organization’s resources and/or finances.
    1. Financial management: It is clear to people in our organization (leadership, staff, other volunteers) who in our organization is responsible for managing finances.
    2. Financial management: Our organization is aware of, and complies with, local laws, regulations, and local best practices for funds management for an organization or group of our type, including external review where recommended.
    3. Financial management: Our organization has clear internal policies in place about how organization funds can and cannot be used, and these policies are always followed.
    4. Financial management: Our organization has a clear understanding of the where financial resources should go to achieve the most impact.
    5. Financial management: At least two people in our organization have access to our organization’s funds (for example, to the bank account where funds are kept).
    6. Budgeting and reporting: Our organization produces an annual financial report each year, and shares it publicly.
    7. Budgeting and reporting: Our organization plans an annual budget for each coming year, and shares it publicly.
    8. Budgeting and reporting: Our organization often spends significantly more or significantly less than we planned each year.
    9. Financial resources: Our organization is able to raise the resources we need (including funds and in-kind donations) to be effective.
    10. Financial resources: Our organization and its activities are supported by in-kind resources.
    11. Financial resources: Our organization keeps a record of who is donating directly to the organization.
    12. Financial resources: Our organization receives more than 75% of its funding from a single donor or funding source.
    13. Impact investment: The amount of money our organization spends on its programs and activities overall consistently corresponds to the impact we achieve.
  26. Are there other significant strategies your organization uses to achieve impact toward your organization’s mission?
    1. 否(跳到第40題)
  27. Please describe any other significant strategies for effectiveness your organization uses.
  28. Please let us know if you have any feedback or comments on this Questionnaire, and whether/how it can be improved.
  29. In the section below, please let us know if there is any additional information that you would like to share with us that we did not ask about. This information can be about other core competencies your organization has, other strategies used by your organization, or other descriptions of your work that you think is important to capture.

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Thank you for completing the Organizational Effectiveness Questionnaire for your Wikimedia Organization. Completing this Questionnaire is a first step toward better understanding your organization's strengths and gaps in capacity. After all of your selected colleagues complete the Questionnaire and your "point-person" emails Rika (rgorn at tccgrp.com), the TCC Group will send you a report about your results within two days. Please consult the User Guide, on Meta, to review your next steps: Organizational effectiveness tool user guide.