User:Wolliff (WMF)/Grants page moves

Guidelines

• Move program-specific pages to Grants:PEG/........
• Move general pages to Grants:...
• Change WMF Grants to Project and Event Grants in program-specific documents
• In general documents use language like "all WMF grants programs"

Information about the program

• Grants:Index/Requests - program-specific, but cat trees need to be changed once templates are updated
• Grants:Index/Reports - program-specific, but cat trees need to be changed once templates are updated
• Grants:Table - should be moved to program specific page and this current page should be a base page
• Grants:Index/Submissions and reports
• Grants:Index/Guidelines for potential grantees
• Grants:Index/WMF Grants Program summary
• Grants:Index/About the WMF Grants Program
• Grants:Index/Stages
• Grants:Index/Non-financial assistance - should apply to all programs
• Grants:Index/Next steps - already moved

Policy

• Grants:Index/Eligibility requirements
• Grants:Index/Criteria
• Grants:Index/Reporting requirements
• Grants:Index/Submission review
• Grants:Index/Fiscal sponsorships - should apply to all programs

Instructions

• Grants:Index/Return unused funds to WMF - should apply to all programs
• Grants:Index/Request reallocation - should apply to all programs
• Grants:Index/Request an extension - should apply to all programs
• Grants:Index/Request changes to project budget - should apply to all programs
• Grants:Index/Documenting project expenses - should apply to all programs
• Grants:Index/Create project budget - should apply to all programs

Reporting forms

• Grants:Index/Submit report
• Grants:Index/Submit report/Grant
• Grants:Index/Submit report/Interim
• Grants:Index/Submit report/Reallocation
• Template:Grant report form/Final/Preload
• Template:Grant report form/Interim/Preload
• Template:Grant report form/Reallocation/Preload

Submission forms

• Grants:Index/Submit request
• Grants:Index/Submit request/Individual
• Grants:Index/Submit request/Organization
• Grants:Index/Submit request/Group
• Template:Grant submission form
• Template:Grant submission form/Reallocation/Preload
• Template:Grant submission form/Individual/Preload
• Template:Grant submission form/Organization/Preload
• Template:Grant submission form/Group/Preload

Key templates

See, Template:WMF_Grants_Program_templates for template documentation.

Pages I found not on this list

• Grants:Reports - already moved hooray
• Grants:Index
• Template:WMF grants program documentation - applies to all grants programs, change program-specific template to Template:WMF Project and Event Grants program documentation
• Template:Grant submission actions - applies to all grants programs
• Grants:Index/Index of WMF grants program documentation - needs some work, needs program-specific and general version
• Grants:Index/Frequently_asked_questions - program-specific, also something Adele can help with
• Grants:Index/Stages - needs work but for now move all the pages to program-specific

Templates

This page documents WMF Grants Program Templates and their usage.

For documentation regarding the templates used to track grant reports and submissions please see the following templates:

• Template:Grant report - program-specific
• Template:Grant request - program-specific

This template is used on all pages related to WMF Grants Program documentation: Template:WMF grants program documentation.

Templates used on grant reports

The following templates are used to track grant reports. They should only be altered by WMF Staff.

• Template:Documentation of expenditures: used to track whether documents have been received by WMF - applies to all programs
  • Template:Documentation of expenditures/Due: documents have been requested and are still due- applies to all programs
  • Template:Documentation of expenditures/Incomplete: WMF has not received documents- applies to all programs
  • Template:Documentation of expenditures/Not verified: WMF has not confirmed receipt of documents, but they may have been sent- applies to all programs
  • Template:Documentation of expenditures/Received: WMF confirms receipt of documents- applies to all programs
  • Template:Documentation of expenditures/Not requested: WMF did not request documents- applies to all programs
• Template:Request for reallocation: used to track grant reports with requests for reallocations in them, if not submitted separately- applies to all programs
  • Template:Request for reallocation/Submitted- applies to all programs
  • Template:Request for reallocation/Approved- applies to all programs
  • Template:Request for reallocation/Not approved- applies to all programs
• Template:Remaining funds: used to track the status of grants with remaining (unused) funds- applies to all programs
  • Template:Remaining funds/Allocated to another approved grant submission: this template indicates that WMF has approved reallocating funds to another grant. This template includes the field "submission".- applies to all programs
  • Template:Remaining funds/Allocated to an approved request for reallocation: this template indicates that a request for reallocation has been approved, and links to the request.- applies to all programs
  • Template:Remaining funds/Due: funds must be returned to WMF as soon as possible- applies to all programs
  • Template:Remaining funds/Received: WMF has confirmed receipt of funds. This template includes the field "amount"- applies to all programs

Templates used on grant submissions

Template:WMF grant submission: this template should be added to all grant submissions.

Templates used on funded grant submissions

• Template:WMF grant to affiliate organization: this template should be added to any grant to a recognized affiliate, if the affiliate was recognized at the time of funding.- applies to all programs
• Template:WMF_grant_with_a_fiscal_sponsor: this template should be added to a grant with a fiscal sponsor. It includes fields to indicate the fiscal sponsor.- applies to all programs
• Template:Start up grant: this should be added to any start up grant to an affiliate or proto-affiliate.- applies to all programs
• Template:WMF grant to support a W10 event: this template is used to track Wikipedia 10th anniversary celebrations.- applies to all programs
• Template:Annual grant: this should be added to any grant funding an organization's or group's yearly plan.- applies to all programs, needs renaming to "Annual project grant"
• Template:WMF grant funded after the project completion date: this should be added to any grant funded after the event has been completed.- applies to all programs

Templates used to track changes to funded grant submissions

• Template:Change to grant submission: indicates the status of extensions and budget changes requested
  • Template:Change to grant submission/Budget/Approved- applies to all programs
  • Template:Change to grant submission/Budget/Not approved- applies to all programs
  • Template:Change to grant submission/Budget/Under review- applies to all programs
  • Template:Change to grant submission/Extension/Approved- applies to all programs
  • Template:Change to grant submission/Extension/Not approved- applies to all programs
  • Template:Change to grant submission/Extension/Under review- applies to all programs