Estratégia/movimento da Wikimédia/2018-20/Recomendações

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Construindo nosso futuro compartilhado

Recomendações quanto a como podemos alcançar a visão da Wikimedia 2030

Em 2017, estabelecemos uma meta ambiciosa: nos tornarmos a infraestrutura essencial do ecossistema de conhecimento livre até 2030. Então, como podemos chegar lá? Nosso Movimento analisou, discutiu e refinou ideias para o nosso futuro em recomendações sobre como concretizar essa visão. Elas descrevem como podemos crescer de forma sustentável e inclusiva. Introduzem formas através das quais podemos aproveitar ao máximo novas oportunidades e enfrentar os desafios de hoje e de amanhã. E como podemos nos esforçar para alcançar a equidade de conhecimento e o conhecimento como um serviço. Para que todos – aqueles que já estão no nosso Movimento e qualquer pessoa que deseje ingressar nele – possam desempenhar um papel eficaz na captação, no compartilhamento e na viabilização de acesso ao conhecimento livre.

Comece

Nas páginas a seguir, você encontrará a primeira versão do documento de estratégia de movimento, compreendendo 13 recomendações de mudança, princípios subjacentes a eles, uma visão geral do processo e uma narrativa da mudança, descrevendo como essas recomendações se conectam e são projetadas como um todo, para ajudar a alinhar com nossa direção estratégica.

O conteúdo das recomendações é altamente interdependente. Para entender como as recomendações se conectam, sugerimos ler a narrativa da mudança primeiro. Recomendamos que você leia cada recomendação e revise-a da perspectiva de sua comunidade ou contexto. Se tiver interesse, poste suas idéias na página de discussão de cada recomendação ou em fóruns ativos na sua comunidade de idiomas. Para obter uma compreensão mais profunda das idéias que sustentam as recomendações e informaram seu desenvolvimento, leia a seção de princípios. Por fim, as seções de processo e etapas futuras descrevem as etapas que nos levaram a esse ponto e o que acontece a seguir.

Você pode ler o conteúdo principal em árabe, inglês, francês, alemão, hindi, português e espanhol. A versão em inglês também contém uma seção mais longa de “Princípios” e as seções expandidas de “Por que” e “Como” para cada recomendação, que oferecem justificativa e contexto adicionais. Além disso, este conteúdo possui links para seções mais detalhadas em “Participação da comunidade” para cada recomendação. Essas idéias vieram de todo o Movimento e foram apresentadas em discussões on-line e off-line em salões de estratégia em todo o mundo e na Wikimania.

Read these recommendations as a PDF: If you'd like to read through the recommendations in an offline or all-in-one format, you can find a PDF of the core document here, the extended version here, and the cover note here.

Recomendações rascunho por Grupo de Trabalho

Introduction

Linked below please see draft recommendations for structural change for our movement. The recommendations were developed by the nine Wikimedia 2030 working groups and are the starting point for concrete conversations about the kind of future we want to create together to reach our Strategic Direction and its pillars of Knowledge as a Service and Knowledge Equity. Members of the working groups concluded their task of drafting recommendations for structural changes on November 1, 2019, and we thank them for their incredible effort. Focus over the following few months has been on synthesizing these draft recommendations into one coherent and accessible set.

De que se trata?

Working group members have been working tirelessly for over a year to research the movement, analyze community input shared via community conversations, gain insight into external trends, and come to a shared vision across a diverse range of perspectives.

Recomendações rascunho

A second iteration of the recommendations was developed by the working groups in September 2019 after many on- and offline conversations with diverse stakeholders from across our movement; at Wikimania 2019, on the Talk Pages of the 1st iteration of the draft recommendations, and at many in-person events such as regional summits and strategy salons. The very first iteration of the draft recommendations were shared in August 2019, which you can find below, presented in full and abbreviated versions and with translations available.

The recommendations are not final. In order to get them to that stage, your input is needed! Community voices are essential for bringing a broad perspective into the changes that will shape our future. This includes affiliates, groups and chapters, the Wikimedia Foundation, and communities across projects, languages, and geographies. We would like to hear what these changes would mean for you in your local or thematic context, what do you like about them, and where you potentially see red flags. And of course, always critically question whether these recommendations support the strategic direction.

How to Share Your Feedback

Feedback plays a vital role in validating and challenging the draft recommendations. It’s helpful to have guiding questions to help Wikimedian communities and organized groups evaluate the meaning, importance, and quality of the recommendations. Here are some suggestions:

  1. Read through the recommendations and provide your input on the talk pages of respective recommendations.
    • What do you like about this recommendation? What do you dislike? Why?
    • What does this recommendation mean for you in contexts that are meaningful to you - your language, your projects, your region, your affiliate group, your identity? How would you be affected?
    • What is important to keep in mind when implementing this recommendation? What values and ideas are important to preserve? Are there any red lines we should not cross?
    • Does this recommendation support our Strategic Direction to become the support system for the whole free knowledge movement?
  2. Reach out to a Strategy Liaison in your language or for your affiliate to share feedback, or lead a conversation of your own.
E a seguir?

Open community input was accepted until September 15. After that date, working groups refined and harmonized their work using movement input as well as external advice and research.

Iteration 2 (September 2019)
Advocacia
  1. Transparency: A global network of Wikimedia advocates is built on community driven rules of engagement. Processes for decision making are known and comprehensible. There are established entry points for those who want to be involved or want to initiate advocacy activities
Discuss
  1. Diversity: Community actively seeks and provides a good environment and tailored pathways that attracts more people from a variety and diversity of languages and cultural backgrounds to engage in advocacy for Wikimedia on a local or global level
Discuss
  1. Global conversation: There is an established communication process for community advocates to have central conversations about advocacy
Discuss
  1. Knowledge management: There is constant knowledge management about methods, cases, success stories, and failures for all advocates to access and learn from, processed and maintained by, with and for them
Discuss
  1. Advocacy Hub: Movement advocacy efforts are streamlined and reinforced by a hub run with and for current and future advocates
Discuss
  1. Common positioning: The advocacy priorities of the Wikimedia movement are clearly articulated through a shared, highly visible and living document
Discuss
  1. Partnerships: Advocates for the Wikimedia movement are able to collaborate with and build upon an existing global network of partners working on aligned advocacy issues
Discuss
  1. Empowerment of advocates: Advocacy is recognized and encouraged as a valid pathway in the Wikimedia Movement
Discuss
  1. Self-Determination: Subsidiary decentralisation should be a model of collaboration for advocacy across the movement
Discuss
  1. Protection of Advocates: Advocates have access to clearly defined and accessible safety measures enabling them to work without having their personal and communal security compromised
Discuss
Capacity Building
  1. Building Capacity for Capacity Building
Discuss
  1. Matching human assets and online knowledge resources with capacity building needs
Discuss
  1. Capacity Building Should Occur in Context
Discuss
  1. Provide Capacity Building for Organizational Development
    Or: Supporting communities in achieving their organizational development goals
Discuss
  1. Resources for Capacity Building
Discuss
  1. Evaluating Capacity Building
Discuss
  1. Online Training
Discuss
  1. Mentoring and leadership development
Discuss
  1. Recognizing Individuals
Discuss
  1. Independently governed Capacity Building ‘Unit’
Discuss
Saúde da Comunidade
  1. A joint set of rules we all agree to live by (a.k.a. Code of Conduct)
Discuss
  1. Redefining power structures to better serve the communities
Discuss
  1. Building the leadership of the future
Discuss
  1. Structure for handling conflicts- before, during and after
Discuss
  1. Investing in building an inclusive global community
Discuss
  1. Newcomers are a key indicator to the success of the movement
Discuss
  1. “Democratizing” participation (making Wikipedia/Wikimedia everyone’s responsibility) and reducing barriers for participationn
Discuss
  1. Privacy and security for everyone
Discuss
  1. Opening the circle: All terrain readiness
Discuss
  1. Network to continually support community health
Discuss
  1. Aligning resource allocation with community health goals
Discuss
  1. Investing in equity-centered technologies
Discuss
Diversidade
  1. Introducing people-centered principles within the Wikimedia movement
Discuss
  1. Reaching a self-aware and dynamic structure aimed at community diversity and health
Discuss
  1. Redesigning the platforms for more diversity of people and content experiences
Discuss
  1. Planned community diversification
Discuss
  1. Reflective policies for participation and governance
Discuss
  1. Establishing partnerships in order to represent and protect worlds’ cultural diversity
Discuss
  1. Decentralized administrative structure for resource allocation
Discuss
  1. Bridging different local contexts and Wikimedia projects' notability and verifiability policies
Discuss
Parcerias
  1. Provide the knowledge needed for understanding and solving global issues
Discuss
  1. Wikimedia as steward of the Free Knowledge Ecosystem
Discuss
  1. Shared ecosystem of services and tools for content partnerships
Discuss
  1. Data partnerships approach to fulfill the vision of knowledge as a service for our partners
Discuss
  1. Focus on knowledge equity when determining priorities for Partnerships
Discuss
  1. Partnerships as part of a Distributed Vision
Discuss
  1. Partnerships as a shared and equitable resource and activity
Discuss
  1. Prioritise documentation
Discuss
  1. Invest in sharing knowledge about partnerships across the movement
Discuss
  1. Support the skills development of people working on partnerships
Discuss
  1. Invest in the leadership potential of community members
Discuss
  1. Establish recognition principles for new partners for attribution and content donation
Discuss
  1. Additional research for areas where we have identified issues but haven’t made recommendations
Discuss
Produto e Tecnologia
  1. Evaluate and Decentralize Technology Components
Discuss
  1. Support Community Decision-making
Discuss
  1. Open Product Proposal Process
Discuss
  1. Deployment Council
Discuss
  1. Disseminate Product Knowledge
Discuss
  1. A. Improve Technical Contributor Engagement
Discuss
  1. B. Modernize Technical Contributor Tooling
Discuss
  1. Realize the Potential of the Third-Party Ecosystem
Discuss
  1. Movement Technology Ethics Review Process
Discuss
  1. Monitoring Product Trust and Availability
Discuss
  1. Developing an Evolving Technology Vision and Strategy
Discuss
Alocação de Recursos
  1. Set Common Framework of Principles for Resource Allocation
Discuss
  1. Design participatory decision making for Resource Allocation
Discuss
  1. Recognize privileges / Design for equity
Discuss
  1. Distribute existing structures
Discuss
  1. Build Thematic hubs – to provide services to the free knowledge movement long term
Discuss
  1. Ensure flexible approach to resource allocation in a complex, fast moving and changeable space
Discuss
  1. Allocate resources for capacity and sustainability
Discuss
  1. Allocate resources to new types of partners/organisations (essential infrastructure of the free knowledge ecosystem)
Discuss
  1. Include knowledge consumers
Discuss
Revenue Streams

Click here to learn more about the recommendations by RS Working Group

  1. Turn the Wikimedia API into a revenue source
  2. Provide Paid Wiki-related Services
  3. Monetize merchandise
  4. Expand global fundraising
  5. Develop non-fundraising revenue streams for affiliates
  6. Set a goal of financial sustainability for all movement actors
  7. Diversification of revenue channels
Funções e Responsabilidades
  1. Scenario
Discuss
  1. All of this exists to support our primary purpose: free knowledge and its distribution (Original)
Discuss
  1. &3. Decentralisation and self-management
Discuss
  1. &5. Establish a Movement Charter
Discuss
  1. Wikimedia movement organisations will be governed by inclusive, diverse, and accountable boards
Discuss
  1. Capacity building
Discuss
Iteration 1 (August 2019)
Abbreviated summaries of draft recommendations
OOjs UI icon language-rtl.svg

Summaries have been prepared for easier engagement as well as translation into Arabic, French, German, Hindi, Mandarin, Brazilian Portugese, and Spanish. Translations will be uploaded as they become available:

Advocacia
  1. A global network of Wikimedia advocates is built on community driven rules of engagement. There are established entry points for those who want to be involved or want to initiate advocacy activities. Processes for decision making are known and comprehensible.
Discuss
  1. Community actively seeks and provides a good environment and tailored pathways that attracts more people (professionals and volunteers) from a variety and diversity of languages and cultural backgrounds to engage in advocacy for Wikimedia on a local or global level.
Discuss
  1. There is an established communication process for community advocates to have central conversations about advocacy.
Discuss
  1. There is constant knowledge management about methods, cases, success stories, and failures for all advocates to access and learn from, processed and maintained by, with and for them.
Discuss
  1. Movement advocacy efforts are streamlined and reinforced by a hub run with and for current and future advocates.
Discuss
  1. The advocacy priorities of the Wikimedia movement are clearly articulated through a shared, highly visible and living document.
Discuss
Capacity Building
  1. Building Capacity for Capacity Building
Discuss
  1. Matching human assets and online knowledge resources with capacity building needs
Discuss
  1. Capacity Building Should Occur in Context
Discuss
  1. Provide Capacity Building for Organizational Development
    Or: Supporting communities in achieving their organizational development goals
Discuss
  1. Resources for Capacity Building
Discuss
  1. Evaluating Capacity Building
Discuss
  1. Online Training
Discuss
  1. Mentoring and leadership development
Discuss
  1. Recognizing Individuals
Discuss
  1. Independently governed Capacity Building ‘Unit’
Discuss
Saúde da Comunidade
Discuss
Discuss
Discuss
Discuss
Diversidade
  1. Code of Conduct
Discuss
  1. Content Diversity Metrics and Guidelines
Discuss
  1. Digitization and Resource Prioritization for Marginalized Groups
Discuss
  1. Adopting Body Quotas for All Governing Bodies
Discuss
  1. Identifying the Wikimedia Editing and Community Diversity Barriers in Each Country and Introduce Them in Wikidata
Discuss
  1. Parameterized User Pages for Encouraging and Measuring Community Diversity
Discuss
  1. Ombudsperson / Community-WMF Liaison
Discuss
  1. Resource Allocation for Securing Diversity in International Collaborations
Discuss
  1. Terms of Use/Licensing Policy
Discuss
  1. Wikioral, a Project with Voice Recordings
Discuss
  1. Creating a Wikipedia Diversity Newsletter
Discuss
  1. Language diversity
Discuss
  1. Notability and Reliable Sources
Discuss
Parcerias

*Note: some of the recommendations are not based on full consensus of all the members of the working group yet. We are looking forward to discussing the nuances of these at Wikimania.

“How might we build Wikimedia into an effective convener of impactful partnerships, coalitions, and collective action based on a shared vision of free Open Knowledge Movement, such as the “Big Open” framework? What should be the purpose of such partnerships?”

Summary of recommendations

  1. A Framework that Supports Partnerships
Discuss
  1. Partnerships as a shared and equitable resource and enterprise
Discuss
  1. Partnerships as part of a Distributed Vision
Discuss
  1. Partnerships need practices that foster institutional memory
Discuss
  1. Define priorities for partnerships so that all key aspects of building the free knowledge ecosystem are covered
Discuss
  1. A single point of entry for partners to engage with Wikimedia
Discuss

“How do we develop technical infrastructure, capacities and the support we need in order to be an effective partner to share ‘the sum of all knowledge” and fulfill the vision of knowledge as a service for our partners?”

  1. A central infrastructure for content partnerships requiring technical solutions
Discuss
  1. Technical Partnership For Developments under a shared vision and resource collaboration
Discuss
  1. Partnership framework for harnessing modern technological developments
Discuss
  1. Data partnerships approach to fulfill the vision of knowledge as a service for our partners
Discuss
  1. Create an internal knowledge-base to curate details of partnerships across the movement
Discuss
  1. Develop Capacity Building Modules for running partnership
Discuss

“How can we empower people and organizations working on partnerships within our Movement to get the support they need to fulfill our potential and carry out diverse, sustainable, effective and impactful partnerships?”

“How do we create an inclusive, movement-wide culture of sharing knowledge, skills, and practices on collaborations and partnerships - so that everyone in the movement can participate in and benefit from them?”

  1. Recognition. Encourage proper attribution for content donations so institutions working with us are proud of their contribution and are acknowledged for their contribution
Discuss
  1. Encourage partnerships focusing on Knowledge gaps and knowledge equity
Discuss
  1. Documentation as a priority, not an afterthought, ending a barrier to participation and capturing our methodology and instructions in formats accessible for our global audiences
Discuss
Produto e Tecnologia
  1. Decentralize
Discuss
  1. Support Community Decisionmaking
Discuss
  1. Open up Product Governance
Discuss
  1. Deployment Council
Discuss
  1. Tech Evangelism
Discuss
  1. New Developer Engagement Models
Discuss
  1. Growing the Third-Party Ecosystem
Discuss
  1. Emerging Technology Ethics Advisory Panel
Discuss
  1. Monitoring Product and Societal Impacts
Discuss
Alocação de Recursos
  1. Common Framework of Principles for Resource Allocation
Discuss
  1. Participatory decision making for Resource Allocation
Discuss
  1. Avoiding the pitfalls of privileges / Designing for diversity
Discuss
  1. Distribute existing structures
Discuss
  1. Build Thematic hubs – to provide services to the free knowledge movement long term
Discuss
  1. Flexible approach to resource allocation in a complex, fast moving and changeable space
Discuss
  1. Allocating resources for capacity and sustainability
Discuss
  1. Allocate resources to new types of partners/organisations (essential infrastructure of the free knowledge ecosystem)
Discuss
  1. Knowledge consumers
Discuss
Revenue Streams
  1. Turn the Wikimedia API into a revenue source
Discuss
  1. Create a global support function for local affiliate fundraising
Discuss
  1. Monetize Merchandise
Discuss
  1. Providing Paid Wiki-related Services
Discuss
  1. Develop non-fundraising revenue streams for affiliates
Discuss
  1. Develop non-banner revenue streams for affiliates
Discuss
  1. Set a goal of financial independence for all movement actors
Discuss
  1. Diversification of revenue channel
Discuss
  1. Movement wide principles for Revenue Streams
Discuss
Funções e Responsabilidades

Clique aqui para saber mais sobre as recomendações do Grupo de Trabalho R&R

  1. Power and responsibilities need to be redistributed on the principle of self management (subsidiarity)
  2. Decisions should be taken at the “lowest” possible level / as near as possible to the process/community/activity that will be affected by the decision
  3. To establish a framework for decision-making, there will be a charter of principles, values, and governance behaviours. The charter will be developed through an equitable process with broad and diverse participation.
  4. This charter will be owned by a global governance and accountability body
  5. All of this exists to support our primary purpose: free knowledge and its distribution
  6. Movement organizations are to be governed by diverse, inclusive and accountable bodies (mix of elected and appointed members)
  7. Capacity building, facilitation, coaching, leadership development will be built into these structures to enable all entities to develop at their speed. This will be supported by staff.