Strategy/Wikimedia movement/2018-20/Recommendations/Iteration 1/Capacity Building/2

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This is an archive for draft recommendations. Visit Strategy/Wikimedia movement/2018-20/Recommendations to read the final recommendations.

Recommendation # 2: Matching human assets and online knowledge resources with capacity building needs

Q 1 What is your Recommendation?

We recommend establishing a system and process that matches Wikimedians

1. with their peers and
2. with knowledge resources in and out of the movement

to meet their Capacity Building needs.

Concrete Ask - This will require the following elements:

• a CRM-like searchable database that includes capacity building assets available to Wikimedians (skills and knowledge resting with peers and their organizations across the movement)
• dedicated staff who will connect people with each other for peer2peer capacity building or in cohorts for contextual capacity building
• a curated online knowledge base with high quality capacity building resources on core and other capacities (how-to’s, online tutorials, templates)
• dedicated staff who will sort, curate, quality control content

Q 2-1 What assumptions are you making about the future context that led you to make this Recommendation?

In order for Wikimedia to be the essential infrastructure and ecosystem, its people and its organizations must continuously develop and strengthen while the movement must be grown by new people and organizations joining. To be feasible and affordable, this requires a new, revolutionary system that allows for decentralized strengthening from within, peer2peer, using flexible, innovative and culturally appropriate methods.

When we talk about growing the movement, we envision growth in the sense of the synapses of a brain forming and firing across previously disconnected sections, while at the same time the whole movement also becomes larger by people joining and providing them with helpful resources and connections right away.

Matching people to one another will require humans to facilitate this work. Due to the time commitment and expertise needed, this will mean having paid staff people.

It is in the spirit of wiki (sharing and collaboration) that our resources be shared. For knowledge equity among Wikimedians, a shared basic knowledge base needs to be available and resources findable for all, with a minimum set of fundamental elements that can be useful for building personal, organizational, and group capacity, without overly standardizing content, so that what is presented due to local or regional differences.

For example, all groups across the Movement eventually need support with fundraising or financial accounting, but the requirements will differ based on local laws, cultural or contextual needs, and pre-existing knowledge and ability. Over time, the creation of that knowledge base will lead to the emergence of a set of core capacities, as well as related subject matters experts from the communities.

The knowledge base will be a web platform (probably not a traditional wiki) or portal, with a highly functioning search function, but also with humans to help users navigate this platform. The platform should be user friendly, appealing, interactive and include a diversity of formats and approaches to learning. We will need a way to make contextually and culturally relevant content available in various languages, in order to make this platform inclusive.

Requirements:

• Accessibility and findability of information, currently not a given.
• knowledge base that connects with and brings order to the existing knowledge resources(Wikipedia, Meta, Commons, Outreach, Wikidata, wmflabs)
• dedicated staff serving as content curator/information specialist
• database logging the assets and the peer consults give/
• Proactively connecting people with warm handoffs
• recognizing opportunities for, and facilitating contextualized capacity building activities (see recommendationX)
• providing direct access to translation/interpretation resources (see reco #)

Assumptions:

• there will continue to be valuable knowledge in many communities (emerging and established) that can be shared by connecting people with one another.
• people will not necessarily be able to find people and information on their own, without an active way of connecting them with it.
• it takes a human and not just technology to match and to make sure a referral turns into a capacity building activity.
• A single set of core capacities will not work in every context, so they will need to be contextually adaptable to account for local or regional usefulness and language differences.
• Most Wikimedians do not speak English as their first language, but many of the resources created for the larger community are in English, and also are not shared with the community broadly. This is ineffective to build capacity.

Q 2-2 What is your thinking and logic behind this recommendation?

ToC: By creating a system that allows all ecosystem stakeholders to find the information and resources they need, contribute their expertise and to find the expertise of others, we will facilitate the growth of capacity from within, forge beneficial connections between people and between organizations, and also create a culture of mutual learning and acceptance of differences in knowledge and skills.

A natural power balance between peers is more conducive to learning and to affecting change than a power imbalance between for example a grantee and the WMF.

Q 3-1 What will change because of the Recommendation?

In the old world, the WMF and some of the larger affiliates provided trainings, while volunteers were able to provide show and tells at conferences. This approach did not prove to contribute to building capacity.

With this recommendation, we expect to change to a more distributed peer network facilitating communities of practice and high quality resources tested by many people in varying environments.

The new element will be collecting ‘assets’ in the movement (that is people or organizations with specific skills, experience or tools) based on shared taxonomy so they can be matched with requests. This work could further be built on the capacity map started by Asaf.

This allows peers to support each other in thematic or geographic contexts, allows to find the resources tailored to their needs and start a searchable resource base that can grow over time.

Thanks to the knowledge base and the information specialists, stakeholders will save time, and have access to more appropriate knowledge resources, when before they had to research through a lot of unorganized organically assembled resources of questionable quality. Stakeholders across the movement will know where they can find the capacity building resources they need to meet the needs of their affiliates and other stakeholders and use them in practice, adapting as needed.

Q 3-2 Who specifically will be influenced by this recommendation?

Key target groups will be Wikimedia stakeholders in need of capacity building resources, or with specific questions. These could be volunteers new to the movement, groups making changes or going through growth steps, organizations building their core capacities, or partners from the larger knowledge ecosystem in need of help navigating the Wikiverse.

Q 4-2 What could be done to mitigate this risk?

Risk: staff working on modifications on web sites that have several years without being updated, or introducing new platforms will no doubt lead to criticism, because part of the user base has ownership in content and the way these sites work.

Mitigation: Early on community ownership of content and design, combined with compromise solutions in terms of letting various avenues of discovery co-exist. Clear and frequent communication between the content curator and the communities,using appropriate means (i.e. mailing lists, village pumps, Café de Wikipedia, bulletins, talk pages, etc.)

Q 5 How does this Recommendation relate to the current structural reality? Does it keep something, change something, stop something, or add something new?

This recommendation would demonstrate a shift from reactive, one-way community support provided by WMF to proactive mutual community peer support. Dedicated staff and resources would mean individuals and groups would have access to resources that are accessible and developed with growth in mind. Currently to find resources, support or partnership in the movement, individuals/communities must navigate multiple spaces to find relevant information while receiving little to no technical support around out of date web platforms and must base their own growth trajectory on the examples of others.

Q 6-1 Does this Recommendation connect or depend on another of your Recommendations? If yes, how?

Building Capacity for Capacity Building: these two recommendations are closely aligned and will not work without each other.

CB in context: The decentralized work building capacities in regions or thematic context can be triggered by this centralized system in that it recognized context clusters (e.g lots of user groups asking governance questions, or many wikimedians in SE Asia asking for translation resources), can help build cohorts and facilitate sub-communities of practice. It can also support the context work by providing experts and knowledge resources, and in turn benefits from the documentation and evaluation generated by CB projects to further expand and improve the knowledge base towards a collection of promising/good practices.

CB Resources: this recommendation will require significant, long-term resources for staff, consulting and technical infrastructure. Staff employed here will refer to other staff concerned with providing grants for capacity building projects.

Online Training: Content developed here will be linked in knowledge base, and viceversa. Content choices may be informed by demand (as in, by logged requests to the knowledge and peer expert bases)

Q 7 How is this Recommendation connected to other WGs?

Roles and Responsibilities: this recommendation requires creating the ‘ capacity building unit/organization’, (for lack of a better word at this time) mentioned in the other capacity building recommendations as well, which includes staff, tech infrastructure, budget, autonomous decision making/governance. Where this unit will be positioned in the new movement, depends partly on the recommendations of WG: R&R.

Partnerships: Many of the resources collected will pertain to collaboration with partners in the larger ecosystem. The knowledge base will have tags for types of stakeholders a given resource may be helpful for - one of these tags could be types of ‘non-wikimedia’ partners.

Diversity: providing access to knowledge resources and materials in English and a few other languages will not create knowledge equity within the movement, let alone the world. Therefore, the recommendations of the WG: Diversity around access to resources for multiple language communities will have to take into account capacity building.

Q 8 Do you have anything to add that was not covered with previous questions, yet essential for understanding the recommendation?

For Context: Topical areas of shared capacities for POGs (people, organizations, and groups) that could emerge as core capacities if deemed important by communities may include, but are not limited to:

1. Governance and Management of affiliates, groups, or organizations:
   1. Fundraising
   2. Legal
   3. Financial management
   4. Reporting / evaluation
   5. Event management
   6. Human resources (volunteer management, staff)
   7. Community outreach
   8. Communication ( PR, media, community relations)
2. Organizational capacities:
   1. Collaborative capacity (partnerships)
   2. Adaptive capacity (resiliency)
   3. Innovative capacity (ability to create out of the box)
   4. Technical capacity (IT, facilities, operations)
   5. Advocacy capacity (lobbying, speaking for the cause of free knowledge)
3. Human interaction/Interpersonal capacities:
   1. Leadership development
   2. Community Organizing
   3. Diversity, Equity, and Inclusion (DEI)
   4. Volunteer recruitment and engagement
   5. Public speaking and self-presentation
4. Dealing with Adversity (some of these need to be addressed at movement level)
   1. Being a Wikimedian in dangerous political environments
   2. International travel/visa
   3. IT safety