The objectives of this report are to:

Provide a general update to the movement about activities from the Working Groups of the Movement Strategy Process.
Inform about upcoming activities of the Working Group and the Core Team of the Movement Strategy Process.
Invite feedback from the Wikimedia Movement representatives (volunteers and organised sector) regarding the work taken up by Working Group members and the Core Team.
To create transparent reporting and feedback structures for benefit of the Working Group and the Movement Strategy Process.

Background[edit]

The Movement Strategy Core Team and Working Groups are taking forward the process of producing structural recommendations by mapping the present situation of their respective thematic areas, including the obstacles and opportunities as well as changes needed for the movement to advance in our Strategic Direction. The Working Groups will identify possible strategies for making these changes and develop concrete recommendations for the movement on how to ratify and implement them.

At the programmatic level: In their own contexts, each organization (Affiliates, Wikimedia Foundation) is independently aligning their work with the Strategic Direction – for example: annual plans, 3-5 year plans, or strategic plans.
At the structural level: Working Groups identify the changes needed in nine Thematic Areas to successfully implement our programmatic plans – for example: Who makes global decision? How will resources be shared across the movement?

Operational Update[edit]

The Working Groups have held online meetings and discussions which are helpful in determining various ways of internal collaboration, understanding each other, determining expertise among the members, and carrying out diversification in relation to their areas of focus.

Advocacy	Capacity Building	Community Health
Diversity	Partnerships	Product and Technology
Resource Allocation	Revenue Streams	Roles and Responsibilities

General activity overview of the Working Groups[edit]

The set up of the nine Working Groups as recommended by the Steering Committee has been completed. The Working Groups have held weekly or bi-weekly meetings and have started to work together via online calls and across asynchronous platforms as well.

In these meetings and discussions, Working group members share ideas, thoughts, arrive at action points and report progress on the existing tasks. They have used channels such as:

Online discussions via Hangouts/meet, Bluejeans, and Zoom
Attending events and conferences that are relevant to their thematic areas
Social media channels (WhatsApp, telegram, and Signal)
Asynchronous work using google docs
Movement updates at the Monthly Activities Meeting for September and October
Meta-Wiki updates of the activities and minutes from the Working Groups’ discussions (see an example in the table below):

Working Group Name	Meeting Frequency	Updates
Capacity Building	Bi-weekly	Meeting Notes on Meta-Wiki
Community Health	Bi-weekly	Activities and Reports on Meta-Wiki
Roles & Responsibilities	Bi-weekly	Meeting Notes on Meta-Wiki

Working Group Coordinators [edit]

Coordinators of the Working Group are contact points within the group ensuring information flow from the group to stakeholders (e.g. Core Team, other Working Groups, Affiliates, communities, WMF) and from the stakeholders to the group. As such, coordinators are an integral part to the discussions and development of recommendations. Interim Coordinators have been nominated to facilitate these needs and requests from individual Working Group members, and come together as a Steering Group in monthly meetings.

Due to the broad focus and scoping phase exploration, a need arose for the Working Groups to collaborate, share and synchronize discussions with other Working Groups. In order to have all these discussions synced, an Interim Coordinators’ monthly meeting was kicked off in October by the Core Team. The meeting is supposed to provide clarity in terms of activities, share updates, expectations, and output of the Working Groups in the current stage of the process.

A summary from the first and second discussions in October is available. Among the topics of discussion are:

Activity progress on milestones per Working Group.
Working Group members’ interactions and responsiveness.
Working Group successes and lessons.
Areas of improvement, clarification and the need for support.

One of the revelations from the above discussions was Working Groups were not at the same level in terms of diversification and expertise evaluation: some were behind, others had completed these two tasks, while some were ready to proceed with scoping.

By the end of the year we will move away from the interim status and ask Working Groups to appoint two permanent coordinators.

Diversification and expertise evaluation[edit]

Bringing more diversity into the Working Groups was aimed at:

Creating an ideal composition of the Working Group in the respective Thematic Area.
Understanding the extent of diversity of existing Working Groups.
Filling the gaps in perspective, experience and expertise in the existing Working Group membership.
Identifying the profiles that would help the Working Group to fill the above gaps.
Have individual working group members know each other better

The Core Team provided a Working Group Guide, diversification and expertise evaluation template to ease the process, which would identify missing personalities, skills, geographic coverage, and other gaps that would make each Working Group more efficient as they hold respective group discussions.

The groups worked with the template, created different profiles, and reached out to experts to explore representation of smaller communities, User Groups, project communities, minority languages and other non represented regions of our movement to complete the task.

In the final step, some of the groups carried out a voting for final decision, to bring in new members to join, for example the Community Health Working Group, Roles and Responsibilities which brought in community members from the under represented regions of Asia, Africa, and non-affiliates. Working Groups like Capacity Building decided they will move forward with the scoping first and then bring in additional members according to their specific needs, while others are considering members or consultation from external organisations.

Conference participation[edit]

Events and conferences organised by community members and other affiliates provide an opportunity to meet members from the broader community and receive inputs regarding the Movement Strategy process.

We have participated in the following events and the presentations for these events can be found here.

WikiCon Sankt Gallen, Switzerland (Core Team)
Wiki Convention francophone Grenoble, France (Core Team)
CEE Meeting Lviv, Ukraine (Core Team)
Wiki Conference North America Columbus, Ohio, USA (Core Team and Capacity Building Working Group)
Technology Conference Portland, Oregon, USA (Representation of - Product and Technology WG)
Mozilla Festival London, United Kingdom (Core Team)

At these conferences Working Group members have met for workshops, experience sharing and scoping of content. Other in person and future event participation by the Working Groups is being planned. Guidelines for representation at non-movement related events have been provided to the Working Groups and members who intend to participate in such events.

Administrative support:[edit]

The Core Team has started providing coordination support for setting up Working Group meetings, note taking, summarizing, and providing assistance with tasking and identifying action items. The Core Team works closely with the Working Group members towards publishing of meeting notes (summarized form) on Meta-Wiki pages.

The Core Team is also attempting to coordinate and harmonize the Working Group’s discussions across the different forms and channels of communication to ensure transparency and synergizing efforts.

Ongoing and next steps[edit]

In an effort to maximize diversity among the Working Groups we are accepting recommendations and nominations from members of the Working Group.
List of members added to various Working Groups in the month of October 2018

Name of Working Group member	Representation	Geography	Working Group
Caitlin Virtue	Wikimedia Foundation	North America	Revenue Streams
Chris Keating	Wikimedia UK	Western Europe	Roles and Responsibilities
Bodhisattwa Mandal	West Bangal Wikimedians	South Asia	Roles and Responsibilities
Roman Bustria	Non-affiliation	South East Asia	Roles and Responsibilities
Erina Mukuta	Wikimedians of Uganda	Eastern Africa	Roles and Responsibilities
Zeinab Takouti	Wikimedians of Tunisia	Northern Africa	Roles and Responsibilities
Jackie Koerner	Wikipedia Visiting Scholar (Disability studies - University of San Francisco)	North America	Community Health
Jamie Lin	Wikimedians of Taiwan	East Asia	Community Health
Kartika Sari Henry	Wikimedians of Indonesia	South East Asia	Community Health

Each Working Group will be invited to a conversation with Katherine Maher, Executive Director of the Wikimedia Foundation to ask questions, seek guidance, clarity, and hear about her vision for the process as a whole as well as specifically for each thematic area.
The Working Groups will work with the Core Team for requests ranging from external consultation, in-person meetings, research, travel to Strategy related events, conferences, and other support that might be needed.
Ongoing scoping update: Working Groups like Product and Technology, Advocacy, Community Health, Roles and Responsibilities, will move on with the scoping work.

The next monthly Steering Group meeting is scheduled to happen in November focusing on diversification and expertise evaluation completion, onboarding of new Working Group Members, and scoping.