Grants talk:APG/Impact report form v2

Changes needed

• Change the progress section to remove the table; use the format of current reporting and proposal forms. Done
• Consider ways to include multi-media Done
• Report form should facilitate more storytelling--guidelines for case study. Sort of done, but we will need to draft a longer section, along with examples, to accomplish this.
• Could we look at cross-entity learning? N cannot be done for the minor changes. Will need to consider at a later date.
• What would you do differently in terms of professionalizing? What has worked for you and what has not? (suggested by a grantee) Done called out a bit more
• Should list movement strategic priorities, not "global targets" Done

Proposed changes by section

"Purpose of Report"

• This section could be reduced, rephrased, and reordered. In particular, I would make sure the accountability point came last. I would make the "lessons learned" the first point. Done

"Basic entity information"

• Is this supposed to pull? Or should the entity just copy and paste from past grants? If this should be updated as a template, or if we should ask the chapters to input their same table from their progress reports. We should be more explicit in instructions. Done This won't pull and is a good chance to confirm most up-to-date contact information, but I have noted that entities can pull from their progress report.

"Overview of the past year"

• is it helpful to have people self-identify whether or not a response was a "success," "challenge," or "lesson learned?" It might help with context. Done We can try this.
• LInks Links links! We should encourage linking to external pages to explain local context items, as well as past reports and project plans, blog posts, etc. Done
• IDEA: maybe we could make the headers more obvious? it doesn't have to have the responses in tables, but we could do something more like these headers. Good idea! But this would need help from User:Heatherawalls
• encourage the use of images! E.g., France could have just put in the beautiful image that won picture of the year, instead of just writing about it (which they did for the progress report)! It would also be great to see grahpic displays of the IMPACT the different organizations think they are having Done in two places.
• How do we show the LONGER implications of things? e.g., outside of the 60 articles form the editathon, are there longer term relationships here? what was the feedback from the event? Done Added a question under overview about this.

SWOT

• maybe clarify that there CAN be other ones outside of the proposal (and they don't have to PROVE the proposal ones worked) Done

"Spending"

• I definitely advocate making this a google spreadsheet, or some-linkable spreadsheet. Done We want to experiment with it this round.

"Progress against past year's goals/objectives"

• This just form just has to go! I think your change proposal above covers this :)
• Longer term, maybe we could consider eliminating the format altogether, and instead have the questions laid out beneath the areas. That way, people can input their answers as they choose.
• FDC/WMF staff need to solicit WMF Program Evaluation's input to make sure this is capturing any of the information they would be interested in codifying. If it's not, it would be great to get a proposal from them on how to change it.

Agree with all of these longer term suggestions. The form is gone, BTW.

"Stories of success and challenge"

• need to update the italics at the top Done
• Provide guidelines for storytelling so that these can be case studies and not clips and lists. Done More work should go into this. I would like to see a guidelines page, with some examples, etc.
• Consider adding link to learning patterns, and learning and evaluation portal more generally Done

Notes for future revisions

1. It might be more useful if we asked that these case studies be focused on programmatic success and challenges rather than organizational challenges. Right now, grantees use this section to report on both.
2. Reflections on why a program was successful or not are one of the more important sections of this form, and grantees sometimes don't answer these questions. We should find a way to highlight these questions or their importance in the form to make sure we can get critical information.
3. Not everyone adds total lines to the tables, which is a little confusing. This is something we're working on fixing in the proposal form, and it should be fixed here too along with the updates on using exchange rates and consistent number formatting in the tables.
4. Remove word entity
5. Style concerns brought up by Tony1 here: https://meta.wikimedia.org/w/index.php?title=Grants%3AAPG%2FImpact_report_form_v2&diff=9879644&oldid=9850689.