Strategy/Wikimedia movement/2018-20/Transition/List of Initiatives
|No.||Clusters||Actions and Changes in full||Further details from the recommendation|
|1. Increase the Sustainability of our Movement||1||Systematic approach to improve satisfaction and productivity||Develop a systematic approach to assess and improve the satisfaction and productivity of people engaged in the Movement||Coordination, research||Assess the needs of groups and volunteers, taking into account their local contexts for effective support and recognition of efforts.|
|Continuously engaging and supporting publicly diverse types of online and offline contributors.|
|2||Funding for underrepresented communities||Dedicate a significantly larger amount of Movement funding to support emerging and marginalized communities and groups||Resourcing||Based on their needs, including reimbursement for staffing, operational costs, and other activities not directly related to adding, curating or editing content.|
|3||Increased awareness about the Wikimedia Movement||Increase awareness about the Wikimedia Movement, its values, achievements, projects, and communities worldwide||Advocacy, coordination, communication, revenue||to secure the attention, trust, and interest of knowledge consumers, volunteers, partners, and donors.
See merchandising and revenue generation for the movement below
|4||Global revenue generation policy + fundraising strategy||Global policy to all Movement entities to outline rules for revenue generation and what may be adapted to local contexts and needs, in order to distribute revenue generation responsibilities and diversify its streams||Governance, revenue||This policy will balance sustainability, our mission and values, and financial independence. Ensuring funds are raised and spent in a transparent and accountable manner.|
|Distribute the responsibility of revenue generation across Movement entities and develop local fundraising skills to increase sustainability.||Revenue, coordination, skills development||Fundraising strategy - increased revenue and diversified revenue streams across the Movement|
|Explore new opportunities for both revenue generation and free knowledge dissemination through partnerships and earned income|
|5||Developing enterprise-level API||Building enterprise-level APIs (with high standards of availability, throughput, and usability).||Revenue, product|
|Develop safeguards to ensure access to API for non-commercial, research, and small to moderate commercial use.|
|6||Engagement of third party ecosystems||Active engagement of third party ecosystems in the development of MediaWiki technologies||Coordination, product||(e.g. Wikibase and Parsoid)|
|7||Revenue generation for the Movement||Providing professional and consultancy services concerning MediaWiki technologies.||Revenue, product|
|Creating merchandising and making use of the Wikimedia brand.|
|Diversified global approach for revenue possibilities through virtual assistants and search engines of the use of our platform and product.|
|8||Align with environmental sustainability initiatives||Initiatives for our Movement to align with Environment sustainability initiatives||Coordination|
|2. Improve User Experience||9||Methodology to improve the Wikimedia platform UX research, design, testing and community engagement||Involve representatives of designers, technical developers, communities, and user profiles in iterative UX design, research and result dissemination processes||Coordination; product; research||To raise awareness and enable better decision-making|
|Test and validate the usability of products with different user profiles||Advanced editors, technical contributors, and newcomers reflecting the diversity we aim for|
|Community engagement around product design and UX||Inform communities about the state of UX, collaborate on needs, and support them in taking responsibility to be more inclusive||by addressing barriers that prevent growth, diversification, and participation.|
|Adaptable UX to various devices||Interfaces designed intentionally for a wide range of devices||Product||So users can consume and contribute in diverse contexts|
|Iterative and inclusive process of research for enhancing User Experience, continuous assessment of user experience||Research and assessment|
|Understanding changes and adapting our platforms and spaces to meet diverse user needs|
|Provide positive experience of the Wikimedia ecosystem for both consumption and contribution to knowledge|
|10||Compatibility with Accessibility Guidelines||Support compliance with the most advanced accessibility guidelines using free and open-source software||Product; safety||E.g. WCAG for web, W3C mobile web best practices, etc.|
|11||Resources for newcomers||Easy-to-find and easy-to-understand resources for newcomers||Product; skills development||Including onboarding media and guiding interfaces helping them independently learn and navigate|
|12||Peer-to-peer spaces||Spaces that allow finding peers with specific interests, roles, and objectives along with communication channels to interact, collaborate and mentor each other.||Coordination; product; skills development|
|13||Platform functionality and documentation standards||Documentation and standards to capture platform functionalities for evaluation, learning, and improvement.||Coordination; product||See also 'manage internal knowledge'|
|14||Cross-project tool development and reuse||Tools to connect cross-project and cross-language functionalities to provide an enhanced experience of the knowledge contained in the Wikimedia ecosystem for a particular interest, informational need or inquiry||Coordination; product|
|Clear pathways for advancing new wiki proposals (including new language versions) and for reusing community-developed software features|
|Developer tooling and high-quality documentation to allow technical contributors to create and maintain tools with usability and efficiency.|
|15||Partnerships to develop Wikimedia API||Make the Wikimedia API suite more comprehensive, reliable, secure and fast, in partnership with large scale users where that aligns with our mission and principles||Coordination; product||to improve the user experience of both our direct and indirect users, increase the reach and discoverability of our content and the potential for data returns, and improve awareness of and ease of attribution and verifiability for content reusers.|
|3. Provide for Safety and Inclusion||16||Code of Conduct||Create a Code of Conduct, in collaboration with communities, to provide a universal baseline of acceptable behavior for the entire Movement without tolerance for harassment||Safety; coordination; governance||This will be done through an inclusive process with respect to context, existing local policies, as well as enforcement and conflict resolution structures.|
|17||Private incident reporting||Create pathways for users to privately report incidents, either technical or human, including harassment||Product; safety||To have them addressed effectively and with appropriate urgency regardless of language or location.|
|18||Baseline of community responsibilities||Establish a baseline of community responsibilities for safeguarding and maintaining a healthy working atmosphere for both online and offline Wikimedia involvement, along with procedures for reporting and follow-up||Coordination; safety; governance|
|Attract and retain volunteers to a safe, and harassment-free environment|
|Contributors have conditions and resources enabling them to participate without having their security compromised|
|19||Develop a safety assessment and execution plan - technical, human, and legal support processes||Research and develop an adaptable safety assessment and execution plan, as well as rapid response and support infrastructure
||Coordination; safety; skills development||This would ensure that on and offline contributors have available resources ready and accessible to mitigate the harm caused by their Wikimedia activities|
|Framework and standards for a contextual evaluation regarding safety of contributors|
|20||Advocacy - local capacity development||Develop local capacity for advocacy for legal and regulatory frameworks our communities need to make our projects thrive.||Skills development; advocacy|
|21||Built-in platform mechanisms for safety||Establish built-in platform mechanisms aimed at safety of contributors in their contexts (e.g. anonymization mechanisms)||Product; safety||These mechanisms need to be assessed for opportunities and risks in particular projects or contexts including risk of harassment and vandalism
See 'ensure anonymity' below in this recommendation
|Ensure anonymity, privacy, access to necessary security measures to address practices such as doxing and trolling|
|4. Ensure Equity in Decision-Making||22||Movement Charter||Create a Movement Charter||Coordination; governance||Lay the values, principles and policy basis for Movement structures, including the roles and responsibilities of the Global Council, regional and thematic hubs, as well as other existing and new entities and decision-making bodies,
Set requirements and criteria for decisions and processes that are Movement-wide to be legitimate and trusted by all stakeholders, e.g. for
Establish a temporary committee, consisting of participants representative of the diversity of the global Movement, who will work openly, transparently, and in close collaboration with the broader movement and communities in order to: Serve as an Interim Global Council and play a leadership role in supporting the implementation of the Movement Strategy.
|23||Interim Global Council||Establish an Interim Global Council to play a leadership role in supporting the implementation of the Movement Strategy.||Coordination; governance||See below|
|24||The Global Council||Establish a Global Council||Coordination; governance||Establish a Global Council representative of the Movement in its role and composition. It will be composed of both elected and selected members, in a way designed to reflect the breadth and diversity of participation not only in the Movement at present but also in communities we wish to serve. This body will have authorities and responsibilities outlined in the Charter, and these should include, but not be limited to:
|Commission an independent legal assessment, for transfer of responsibilities and authorities to the appropriate Movement-led bodies.|
|Existing Movement structures (Affiliations Committee or Funds Dissemination Committee), to be reviewed and adapted||During implementation and the development of the Charter|
|Ensure equitable opportunities for participation in decision-making and resource allocation|
|Movement stakeholders to have the mandate, knowledge, and resources to be present in decision-making process that affects them|
|25||Regional & thematic hubs||Actively facilitate and support the creation of regional and thematic hubs||Coordination; governance||* Assess which thematic (e.g. advocacy, capacity building, partnerships, research, etc.) or geographic areas of the Movement need structures that support coordination across stakeholders.
|Framework for evaluating the hubs and methods of ensuring that hubs are interconnected|
|A collaborative, supportive Movement to function together and avoid confusion|
|26||Flexible resource allocation framework||Allocation of resources||Coordination; governance; resourcing||* In the immediate future, the Wikimedia Foundation should increase overall financial and other resources directed to the Movement for the purpose of implementing Movement strategy.
|Create a distributed decision-making process to provide access to resources through distributed, decentralized power structures|
|Wikimedia Foundation should increase overall financial and other resources directed to the Movement for the purpose of implementing Movement strategy.||* These resources should support new regional and thematic hubs and other Movement organizations
|Resources should be allocated 'in' and 'by' people in each context and tailored to address their needs|
|27||Guidelines for board functions and governance||Establish good practice guidelines for how boards function, such as term limits, election and selection processes, and other governance questions where applicable and relevant for a community||Coordination; governance||* Establish good practice guidelines for how boards function, such as term limits, election and selection processes, and approaches to other governance questions where applicable and relevant for a community. These guidelines will need to be adapted and contextualized by each stakeholder. Boards would be held accountable for following good practices by the Global Council. For those that do not, the Global Council will create mechanisms to review and provide support.
|5. Coordinate Across Stakeholders||28||Living documents to define responsibilities for specific areas of work||Create and keep updated shared documents defining clear responsibilities and expected capabilities for specific activities like advocacy, capacity building, partnerships, product, and technology, among others.||Coordination, governance||These documents reflect common shared values, needs, principles, and accountability and facilitate growth and inclusivity.
*see Equity in Decision-Making, guidelines for board functions and governance
|29||Enhance communication and collaboration capacities||Create spaces for communication and collaboration between and with technical contributors to increase the scale and impact of our work and infrastructure sustainability||Coordination, product, technology||* A space for partners and other collaborators on specific content area workflows that require tools, updating, and improving
|30||Technology Council||Create a Technology Council to establish processes for introducing new functionalities onto Wikimedia platforms and tools||Coordination; governance; product; technology||The aim is to improve communication between staff developers and other technical contributors to better network, coordinate innovation, provide and obtain support, and foster input on decisions and resource allocations that impact communities.
|6. Invest in Skills and Leadership Development||31||Global approach for local skill development - gathering data, matching peers, mentorship, recognition||Create a systematic, global approach for skill development||Coordination, skills development, product, research and assessment||* Establish methodology that maps assets and needs, and generates (aggregated) data for deploying skills development initiatives based on real needs
|Local skill development with global coordination||Learning across communities, build upon existing expertise, and increase local skills for online and offline activities.|
|32||Leadership development plan||Systematic, globally-coordinated leadership development plan||Coordination, skills development, research and assessment||* Establish a process to understand and model leadership according to skills necessary in each context
|Invest in individuals to develop the abilities needed to effect change in the Movement||We envision a Movement built by committed, well-trained, socially- and technically-skilled individuals from different backgrounds that reflect the diversity of global communities|
|33||Skill development infrastructure||Invest in new or existing technological infrastructure which facilitates learning of skills through functional, collaborative, real-time tools and quality content||Skills development, product, technology||* User-friendly, searchable, multilingual, multi-format curated platform to host learning resources
* see also Manage Internal Knowledge
|7. Manage Internal Knowledge||34||Facilitate a culture of documentation||Facilitate a culture of documentation to become integral to Wikimedia’s work and evaluation and as an outcome in itself||Coordination||Resource its creation in key areas, such as capacity building, advocacy, partnerships, and technology|
|35||Establish a movement wide knowledge base||Establish a knowledge-base system with access to all Movement learning assets||Coordination, product, skills development||* Design the knowledge-base to be user-friendly, inclusive, functional, participatory, multilingual, and searchable.
* see also Invest in Skills and Leadership Development
|Encourage the growth and maintenance of this knowledge-base||* Encourage sprints with focused scope to avoid cost and time overruns.
|8. Identify Topics for Impact||36||Identify the impact of Wikimedia projects & content||Research how our content is used: measuring the coverage, quality, and verifiability of content, the public's trust, and their ability to access and understand our content||Product, safety, research||This will give us a better understanding of the different ways in which Wikimedia content can make an impact on improving people’s lives.
Prioritize resources accordingly for Wikimedia organizations
|Misinformation||Understand how our projects can be misused or abused by detecting threats with significant potential for harm||Safety, research||(such as misinformation, disinformation or scams).|
|Identifying impactful topics||Conduct and support research and analysis to identify topic areas that have a high impact on the world and on knowledge consumers.||Research||* This requires developing tools to analyze content, creating a shared understanding of impact among Movement stakeholders, and developing relationships with specialized partners.
|37||List of high-impact topics||Encourage coverage of collectively-identified priority topics||Coordination, events||Projects will benefit from efforts of creating content and from prioritizing resources towards addressing identified gaps|
|Bridging content gaps||Implement initiatives to fill content gaps on topics which may have more impact||Coordination, events||* While respecting our long-standing principles of welcoming everyone who wishes to contribute to any topic within each project’s guidelines.
|38||Content initiatives in underrepresented communities||Advocate for and build capacity around content creation and quality writing in areas where both editors and content are missing||Skills development, advocacy||for example through regional and thematic hubs.
* see also Invest in Skills and Leadership Development
|9. Innovate in Free Knowledge||39||Identifying policies that hinder knowledge equity||Consult with communities and experts to identify policies in Wikimedia projects that act as barriers of access to content related to underrepresented communities||Coordination, research||(e.g. Notability)|
|40||Policies for experimentation with projects for knowledge equity||Experiment and create new projects or policies to address gaps in knowledge equity||Coordination, governance, product|
|Create pathways to new projects, create new functionalities, or encourage communities to create new policies that address these barriers||The goal is to allow the inclusion and preservation of all forms of human knowledge in all socio-cultural contexts (e.g. encourage refining reliability criteria to provide guidelines to identify reliable sources from oral or non-Western knowledge resources, encourage ensuring that notability criteria are relevant in all contexts).|
|41||Continuous experimentation, technology, and partnerships for content, formats, and devices||Innovate in different formats, develop new software, integrate tools, establish partnerships and improve our policies||Product, technology, partnerships|
|Build the necessary technology to make free knowledge content accessible in various formats||Support more diverse modes of consumption and contribution to our projects (e.g. text, audio, visual, video, geospatial, etc.).|
|Create tools and partnerships to facilitate bringing content from other data and knowledge bases to our projects|
|10. Evaluate, Iterate, and Adapt||42||Monitoring, evaluation and learning at all levels with support and mutual accountability||Learning and evaluation at all levels, to verify our work||Coordination, research, technology, resourcing|
|Provide financial and human resources and expertise for monitoring, evaluation, communicating progress, and learning||at all levels of the Movement (global, regional, local)
on each of the recommendations
|Learnings to be communicated across our Movement||To increase self-awareness, resilience, and accountability among all stakeholders, allowing us to continuously adapt our strategies accordingly and perform periodic reviews to improve.|
|43||Develop a comprehensive evaluation system for Movement activities and structures - including technology, coordination, capacity, policies and governance||Distribute responsibilities around the processes of monitoring, evaluating and learning with all Movement stakeholders so that they have mutual accountability and ensure continual progress.||(including coordination and knowledge management)|
|Evaluate the relevance, effectiveness, efficiency, and impact of the development of the activities of the Movement.||* Continuously evaluate the implementation of the strategy recommendations in real-time, and disseminate to impacted stakeholders.
|Share and communicate results broadly||for each Movement area of work and for strategy recommendations to raise awareness and accountability, both among affiliates and contributors.
* see also Manage Internal Knowledge
|44||Iterative change processes||Iterate change processes in the areas of technology development, coordination, capacity building, policies, and governance systems, and promote validation after research and testing.||This requires us to:
|45||Adaptive Policies (flexible policies, structures, budgeting and planning to adapt to global changes)||Adapt to meet new and altered situations and challenges by adopting policies and procedures based upon evaluations of the changing Movement and the changing world||Coordination, resourcing, governance, product||This requires us to: