Strategy/Wikimedia movement/2017/Process/Design/Track A

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In order to build an inclusive process for community discussions, a Steering Committee has been convened to give input into the design considerations and then to rapidly prototype the design over the course of 4 weeks (to be finalized by 10 Feb, 2017). This page is focused on Track A, organized groups.

Design considerations and objectives[edit]

Design considerations[edit]

  • Multiple discussion options, so that all voices – especially the quiet, unheard majority – have the opportunity to give voice to their opinions. These might include in-person and virtual discussions, anonymous survey, on-wiki discussions, etc.
  • Translation support so that individuals and groups can have conversations in their native languages.
  • Two rounds of "feedback loops" (updates on all track discussion/research content): one at Wikimedia Conference (April) and one before Wikimania (May/June). Final discussion on theme before it’s shared at Wikimania.
  • Meta will be used as the central coordination and documentation space for all phases and tracks.

Track objectives[edit]

  • Guide community through legitimate and open process to create one cohesive theme that will align and inspire all of us in the same direction over the next 15 years.
  • Build trust, goodwill, and alignment within the movement.
  • Through participatory process, build shared ownership into the final outcome to drive individual groups’ strategic planning. This will include the theme and a clear definition of its meaning and implications.

Track A, Prototype #3[edit]

Phase 1[edit]

Cycle 1 (20 Feb - 10 April)[edit]

Facilitated Discussions (Beta: 20 Feb - 28 Feb; Launch: 1 March - 10 April)

  • Focus: Within each group, discuss the overall direction of the movement and generate an initial list of major themes and their meanings.
  • Toolkit: All organized groups are invited to host a discussion using the Toolkit (recommending a 2-hr session for live discussions).
  • Beta (20−28 February) will run with pre-selected affiliates, so that we can test the Toolkit and make adjustments before the full rollout.
  • Full rollout (1 March - 10 April): The full rollout will run before and after WMCON. This will give groups the flexibility to decide when they convene and give more time to organize in-person discussions.
  • Outputs/Feedback Loops: To ensure we share discussions effectively across groups and languages, we are inviting groups to do the following:
    • Submit a summary of the main discussion points in English with the help of the 17 language specialists or volunteers (possibly through a form and in any case also on Meta). This would include a short descriptive sentence per theme, as well as 1-3 “keywords” categorizing that theme statement.
    • Post the summary in their native language to Meta.
    • Post the summaries and meeting notes in their own languages to their local projects.
    • NOTE: All summaries posted by March 20 will be included in the synthesis at Berlin. Those arriving between 21 March and 10 April will be included in the final synthesis of all cycle 1 summaries.
  • Preliminary synthesis: As theme statements from discussions are shared on Meta, like themes will be clustered and posted on Meta
WMCON Berlin (31 March - 2 April)
  • Focus: Across groups, discuss the overall direction of the movement and generate an initial list of major themes and their meanings.
  • Inputs:
    • Registrant answers to the 3 strategy questions
    • Framing of the critical considerations for the discussion (sent beforehand)
    • Preliminary synthesis of themes submitted by 20 March through Tracks A and B (sent beforehand)
    • All preliminary research findings from Tracks C and D (sent beforehand)
  • Outputs/Feedback Loops: A synthesis of this work will be summarized and posted to Meta in English and then translated into 17 additional languages for posting on those projects.

Cycle 1 synthesis & sense-making (15 April - 7 May)[edit]

  • Inputs:
    • All preliminary syntheses from cycle 1 from Tracks A and B and WMCON
    • All summaries from cycle 1 that have not been synthesized yet will be synthesized
    • Research findings from Tracks C & D will be used to inform this synthesis. Summaries of these key findings will be translated into 17 additional languages for posting on those projects.
  • Synthesis (first half): Core team, Track Leads, and volunteers will synthesize in 3 main parts using the English summaries:
    • Clustering similar theme statements together using the keywords
    • Identifying the main thematic clusters and common threads
    • Posting these clusters on Meta and local projects (in English and the 17 languages) for initial feedback and clarification
      • How to bring in Track C and D info so that community can help frame and reduce based on this new info?
  • Sensemaking (second half): During this period, the extended strategy team (core team and leads) as well as volunteers will review the theme clusters and feedback to recommend a more limited number of themes for cycle 2 discussions. Data across regions will be analyzed to better understand regional trends. Once prepared, this will be posted on Meta and in the 17 languages to help people better understand the themes.
    • NOTE: If there are 100+ themes, we will ask the community to help prioritize using an online survey tool to help reduce this to the top 20? themes. Question - what do you feel is the right number to start with for cycle 2? 30-40 themes to reduce to 3-5 themes? How many is manageable?
      • AM MEETING (Sandra) - recommended max 10 for the start of Cycle 2

Cycle 2 (8 May - 8 June)[edit]

  • Focus: Within each group, review the top 20? themes and prioritize the main themes. Then, further develop the group’s top 3-5 themes, including further defining the themes and exploring their future implications (“If we do this theme, what does the future look like in 10-15 years? How are things different?”)
  • Toolkit: All organized groups are invited to host a discussion using the Toolkit (recommending a 2-hr session).
  • Outputs/Feedback Loops: To ensure we share discussions effectively across groups and languages, we are inviting groups to do the following:
    • Submit a summary of the main discussion points in English with the help of the 17 language specialists or volunteers (possibly through a form and in any case also on Meta),
    • Post the summary in their native language to Meta.
    • Post the Summaries and meeting notes in their own languages to their local projects.
  • Preliminary synthesis: As top themes from discussions are shared on Meta, like themes will be clustered and posted on Meta, along with a summary of the definitions and implications

Cycle 2 synthesis & sense-making (9 June - 10 July)[edit]

See diagram of this stage here or in slideshow at top of "Prototype 3" section

  • Inputs:
    • All preliminary syntheses from cycle 2 from Tracks A and B
    • All summaries from cycle 2 that have not been synthesized yet will be synthesized
    • Research findings from Tracks C & D will be used to inform this synthesis. Summaries of these key findings will be translated into 20 additional languages for posting on those projects.
  • Synthesis (first half): The synthesis will focus on 3 main parts using the English summaries:
    • Analyzing the Summary submissions to understand consensus of top themes emerging overall
    • Prioritizing the themes based on this analysis
    • Posting these top 3-5 themes on Meta and local projects (in English and the 20 languages) for initial feedback
  • Sensemaking (second half): During this period, the emerging themes will be reviewed and clarified. Data across regions will be analyzed to better understand regional trends. Once prepared, this will be posted on Meta and in the 20 languages to help people better understand the top 3-5 themes.

Finalize theme (15 July - 5 August)[edit]

  • Focus: Share the final theme on Meta in English and in 20 additional languages to review and general comment.

Wikimania (11 August)[edit]

  • Focus: Share and discuss the thematic direction with attendees.
    • Keynote presentation of theme, its meaning, potential implications
    • Workshops to discuss ramifications to the workflows and prioritization of work efforts

Phase 2 - Strategic Planning[edit]

Post-Wikimania (15 August - 15 October)[edit]

  • Focus: Define the roles, responsibilities, and focus areas
  • Potentials:
    • Affiliate representatives, Foundation staff, and Wikimedia Board meet and discuss roles and responsibilities of Foundation and Affiliates, potential governance structure, and best ways to work together

Organizational Strategic Planning (16 October - early 2018 and beyond)[edit]

  • Focus: Each organization (Affiliates, Foundation) builds their own strategic plans

Track A, Prototype #2[edit]

Track A, Prototype #1[edit]