Wikimedia Summit 2022/Documentation/Day 2

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Introduction
Structure of this report 		Day 1
Opening · Sharing Activities · Connecting Activities 		Day 2
Movement Charter· Hubs · Resources & Revenues 		Day 3
Open space · Closing & Next steps

Day 2 (Saturday, 10 Sep)[edit]

On Saturday, participants took a deep dive into three critical dimensions of the Movement Strategy implementation: establishing a Charter for the Wikimedia movement, discussing the role of thematic and regional Hubs, and exploring strategies around revenues and resources.

Session 4: Movement Charter (8:00-10:00 UTC)[edit]

Discussing key topics related to the content, development and implementation of the Movement Charter

S4.1 Plenary Session[edit]

session slides; recording available on the Summit platform
Introducing Day 2

On the 1st day of the Summit, more than 160 initiatives contributing to the Movement Strategy implementation were captured. On the 2nd day, the focus of conversations shifts to systemic issues, concerning the whole movement. The global system consists of: an artefact we call the Wikimedia Movement Charter, a global governance—that still needs to be built— and a system for getting money to people. Kaarel and Nikki explained how the elements of the global system translate into the focus of the different sessions throughout the day.

  • Session 4: Movement Charter: Holding conversations about the content of the charter, including reflections on the future movement governance. As important is the conversation about how everyone will be involved in drafting the charter.
  • Session 5: Regional and Thematic Hubs: Explore the needs and intentions around developing the Hubs, and more high level discussions around concepts and… [xxx]
  • Session 6: Revenues and Resources: How money comes into the Wikimedia movement and flows to the people and places where it is needed? Four major topics will be discussed in the breakout groups: (a) fundraising, (b) self-sufficiency and diversification; (c) participation in resource allocation; and (d) redistribution
Creating a Movement Charter… together.

Kaarel highlighted the potential of the Movement Charter as a tool to galvanise the diversity and complexity of the Wikimedia movement, so that it can materialise its 2030 vision of becoming “the essential infrastructure of all free knowledge.” Offering some framing for the discussions that follow, Kaarel introduced three key aspects of the Movement Charter, namely its principles, its purpose and its suggested structure.

Principles

  • Inclusivity and Participatory Decision-Making: Inclusivity is at the root of the development of processes, practices, and structures for the Wikimedia Movement to grow rich in diversity of perspectives and identities.
  • Equity and Empowerment: Striving for equity requires Wikimedia stakeholders to treat everyone fairly and based upon their circumstances.
  • Subsidiarity and Self-Management: Our Movement will make decisions at the most immediate or local level wherever possible and will open pathways for more participatory decision-making.

Purpose
The Charter is a common agreement that can promote shared understanding and clarity about roles and responsibilities, and about how decision-making is distributed across the movement.

Structure
The current suggested Charter structure is as follows:

  • Preamble: What is the Movement? What is the Charter?
  • Values & Principles: What are the core values and principles of the Movement?
  • Roles & Responsibilities: What are the roles and responsibilities of existing and future movement entities?
The Movement Charter Drafting Committee

The Movement Charter Drafting Committee was invited on stage to share with the Summit how they see their role and anticipate working with all Wikimedians. More notes and results from this session will be posted soon.

Continue engaging in drafting the Movement Charter

The Movement Charter Drafting Committee is present at the Wikimedia Summit with a hope to meet and discuss the Charter expectations and progress with all the attendants—online and onsite. The committee created a survey to gather feedback, suggestions or submissions from the interested members, groups, and affiliates to contribute to the Movement Charter development.

S4.2 Breakout Groups[edit]

Link to Session 4 Notes (Google Docs)

Etherpads with content are marked in green.

Breakout Rooms 03 & 04 - Roles and Responsibilities (A & B)
DOUBLE SESSION / ONSITE + ONLINE (HYBRID)
  • AIM: Discuss the future roles and responsibilities of movement entities.
  • WHY JOIN?: Influence how future roles and responsibilities will be defined.
  • PROCESS: Clarify the messages of the Charter section on “roles and responsibilities” and discuss hopes and concerns about how it can impact the Movement.
Breakout Room 05 - Charter Preamble
ONSITE + ONLINE (HYBRID)
  • AIM: To review the preamble and support its improvement.
  • WHY JOIN?: Contribute towards defining what the Movement is.
  • PROCESS: Clarify the content of the Charter Preamble and discuss hopes and concerns about how it can impact the Movement.
Breakout Rooms 07 & 10 - Values & Principles (A & B)
  • AIM: Discuss core values and principles of the movement to include in the Charter.
  • WHY JOIN?: Bring your unique perspective to be included and presented by the values and principles.
  • PROCESS: Clarify the messages of the Charter section on “roles and responsibilities” and discuss hopes and concerns about how it can impact the Movement.
Breakout Room 08 - Future Movement Governance Scenarios
  • AIM: Explore possible future scenarios for Wikimedia Movement Governance.
  • WHY JOIN?: Engage in high level conversation of what the future governance of the movement could be.
  • PROCESS: Define and prioritise uncertainties, and explore possible scenarios.
Breakout Room 11 - Writing the Charter as a Movement
  • AIM: Explore how the movement can be better involved in the Charter writing process.
  • WHY JOIN?: Contribute to the design of Charter writing and community engagement processes.
  • PROCESS: Consider a process for completing the charter and discuss key questions about who is consulted, on what, how and when.
Breakout Room 12 - The Global Council
  • AIM: Become more clear regarding the expectations to the future governance body(ies).
  • WHY JOIN?: Share your perspective in defining the future governance body for the movement.
  • PROCESS: Explore two scenarios and analyse their pros and cons. Consider other possible scenarios.

Session 5: Hubs (11:30-13:00 UTC)[edit]

Exploring the latest questions and considerations about the ongoing conversation about Thematic & Regional Hubs.

S5.1 Plenary Session[edit]

Moving from tools to structures.

Hanan and Kaarel introduced the next sessions asking the question: “What do we need to collaborate?”. While the previous session focused on the Charter as a tool, the current session focuses on the structures that can hold and strengthen collaboration: Hubs. “Hubs are a reflection of where the movement was already going”—said Hanan, mentioning preliminary forms like proto-hubs, pilot hubs, etc. Kaarel continued by asking: “Why are we talking about hubs when regional collaboratives have been working together for years?”. He framed the session by stating that the intention is not erase the work of the collectives, but rather bring that wisdom into the concept of the Hubs, which are part of the Movement Strategy recommendations. It is about bringing more intentionality and understanding the enabling restraints that increase support and peer connection. Kaarel concluded the session by sharing the core principles that guide the development of regional and thematic Hubs:

  • Subsidiarity and Self-Management: Our Movement will make decisions at the most immediate or local level wherever possible and will open pathways for more participatory decision-making.
  • Contextualization: Contextualization allows us to recognize that there is not a single set of processes that are efficient and effective everywhere
  • Resilience: Resilience ensures our Movement is flexible, adaptable to internal and external forces, and sustainable over time.

S5.2 Breakout Group Sessions[edit]

Link to Session 5 Notes (Google Docs)

Etherpads with content are marked in green.

Breakout Room 03 - Peer Connections
ONSITE + ONLINE (HYBRID)
  • AIM: Connecting hub ideas and surfacing new ideas about hubs. Space for peer sharing and learning.
  • WHY JOIN?: Share your work and learn from others. Get to know what is happening regarding the hubs across the movement.
  • PROCESS: Sharing rounds.
Breakout Room 04 - Governance of Hubs
ONSITE + ONLINE (HYBRID)
  • AIM: Define how the different levels of governance fit together and share best governance practices for hubs.
  • WHY JOIN?: Share your expectations and knowledge about governance practices to build a coherent governance structure for the hubs.
  • PROCESS: Framing by resource person followed by discussion on scope and process of hub governance.
Breakout Room 06 - Thematic Hubs
Global Functions
ONSITE + ONLINE (HYBRID)
  • AIM: Create more clarity in the discussions and guidance for thematic hubs.
  • WHY JOIN?: Interest in advancing a thematic hub or participating in the global function support conversations.
  • PROCESS: Taking stock of what already exists when it comes to working thematically, followed by analysis of what works and what doesn’t.
Breakout Room 07 - Showcasing Research
ONSITE + ONLINE (HYBRID)
  • AIM: Insight to shared challenges, opportunities, and community support needs within various regions.
  • WHY JOIN?: Share the methods and findings of your research. Learn from others how to do research in your setting. Understand what are the trends across the regions and themes.
  • PROCESS: Presentation of existing research projects followed by rounds of questions and sharing.
Breakout Room 08 - Regional Hubs
Regional Functions
ONSITE + ONLINE (HYBRID)
  • AIM: Create more clarity in the discussions and guidance for regional hubs.
  • WHY JOIN?: Interest in advancing a regional hub or participating in the regional support conversations.
  • PROCESS: Critical discussion on what is working and not working in regional hubs.
Breakout Room 10 - Opportunities and Risks
ONSITE + ONLINE (HYBRID)
  • AIM: Investigate opportunities and risks as defined in hubs conversations, find answers to open questions.
  • WHY JOIN?: Bring your unique perspective and context to informe the conversation of opportunities and risks of hub implementation.
  • PROCESS: …
Breakout Room 11 - Piloting Hubs
ONSITE + ONLINE (HYBRID)
  • AIM: Validation of the piloting guidelines and inputs for strengthening the guidelines.
  • WHY JOIN?: Engage with and inform the guidelines of conversation with your contextual knowledge.
  • PROCESS: …
  • RESOURCE: Hub Piloting Guidelines
Breakout Room 12 - Hub Funding & Support
ONSITE + ONLINE (HYBRID)
  • AIM: Collect ideas and inputs on funding strategies as well as support mechanisms to consider for hubs.
  • WHY JOIN?: Inform the conversations of support strategies with your perspective and contextual expertise.
  • PROCESS: …

Session 6: Revenues & Resources (14:00-16:00 UTC)[edit]

Discussing key topics about Revenues and Resources.

S6.1 Plenary Session[edit]

session slides; recording available on the Summit platform

Nikki opened the session by introducing some of the topics of conversation

  • How money comes into the movement (fundraising)
  • Where it goes then (allocation)
  • Who makes decisions about how to spend it (participation)
  • What are the standards for fundraising and spending we want to write down (policies/charter)
  • How we work towards eliminating economic disparities (redistribution, grantmaking)

The session on “revenues and resources” is not about how things are done now, nor is it about the past or current practice. This session is to discuss the future of funding in the Movement.

Money, Where is the Movement now?

The Wikimedia Movement operates under a system of mostly centralised fundraising, combined with central grantmaking. Over the years, the Wikimedia Foundation has added participatory features to the grantmaking processes. Still, there are large inequities in terms of how and where funds are spent. The Movement Strategy states:

In our current setting, the vast majority of funds and staff are located in the Global North, causing an inequitable distribution of resources.

We are missing the potential that comes with a diversified global approach, technological advances, and various revenue possibilities related to the use of our platform and product. With almost all revenue streams passing through few Movement organisations, there are missed opportunities and continuation of inequity.

Movement Strategy recommendations on revenues and resources

What do the Movement Strategy recommendations say?

Distribute the responsibility of revenue generation across Movement entities and develop local fundraising skills to increase sustainability. Increase revenue and diversify revenue streams across the Movement, while ensuring funds are raised and spent in a transparent and accountable manner. (Recommendation 1)

In the near future, the Movement should play a guiding role in resource allocation. The processes for allocation should be designed through consultation and described in the Movement Charter. This transition to Movement-led guidance should occur in a timely fashion. (Recommendation 4)

The following principles should guide the work along the way and have strong implications in how resources—not only financial—are obtained and allocated.

  • Equity & Empowerment
  • Inclusivity and Participatory Decision-Making
  • Subsidiarity and Self-Management
  • Contextualization
  • Collaboration and Cooperation
  • Transparency and Accountability
Where do we go from here?

Nikki mentioned some pathways explored by other Movements are doing that can offer guidance in implementing the recommendations in the Movement Strategy:

  • Looking at existing practices, good and bad
  • Understanding the interconnectedness of funding systems with movement governance
  • Deliberation
  • Drafting, discussing and completing the Movement Charter and the Fundraising Policy, as well as other agreements like, for example, policies on redistribution and grantmaking

Learnings from a Wikimedia Deutschland research of how other similar global movements deal with revenues and resources indicate:

  • International NGO confederations practice decentralized fundraising.
  • But not all affiliates fundraise from the same positions in terms of their home markets and their capacity.
  • In response, some INGOs redistribute funds for equity in a centralized manner, based on policies agreed upon by the democratic governance bodies of the confederation.
  • The affiliates that fundraise in strong markets thus support the affiliates in smaller markets.
Some helpful concepts
  • Allocation - any decision to move movement financial resources from one entity to another, or from one region to another
  • Fundraising - any activity designed to generate resources for a member or a confederation, includes all revenue sources.
  • Grantmaking - an impermanent, transactional transfer of funds between a giving entity and a receiving entity based on a process that includes a proposal/application, a review/decision, as well as accountability through financial and impact reporting.
  • Home Donor Rule - a policy assuring that an affiliate has the first right of fundraising in its geographic area or country.
  • Redistribution - any permanent, policy-based mechanism designed to move financial resources from entities or geographic regions with high revenues to entities or geographic regions with lower revenues.

S6.2 Breakout Group Sessions[edit]

Session 6 Notes

Etherpads with content are marked in green.

Breakout Rooms 03 & 10 - Fundraising A + B
DOUBLE SESSION / ONSITE + ONLINE (HYBRID)
  • AIM: Discuss how we would structure more diversified and equitable fundraising globally.
  • WHY JOIN?: If you want to discuss who fundraises, using which methods (online and offline) based on what global and local strategies, according to what rules.
  • Resource: WMDE Research Report
Breakout Rooms 04 & 06 - Participatory Decision-Making and Subsidiarity A + B
DOUBLE SESSION / ONSITE + ONLINE (HYBRID)
  • AIM: Discuss how and at what levels, communities have a say in allocation of resources.
  • WHY JOIN?: If you are interested in how hubs will be funded, and in turn fund communities, if you have served on or worked with a regional committee, or the FDC. If you have ideas on how to implement subsidiarity. If you are interested in revenue diversification at the movement level and how to improve participation in decisions about it.
  • Resource: WMDE Research Report
Breakout Room 05 - Open Topics
ONSITE + ONLINE (HYBRID)
  • AIM: To leave an open room for any topics that you want to discuss that we have not covered.
  • WHY JOIN?: If you can not find your interest in any other topic.
Breakout Rooms 07 & 08 - Redistribution of Funds A + B
DOUBLE SESSION / ONSITE + ONLINE (HYBRID)
  • AIM: Discuss if and how our movement should create more economic equity among affiliates through redistribution of funds
  • WHY JOIN?: Share the methods and findings of your research. Learn from others how to do research in your setting. Understand what are the trends across the regions and themes.
  • Resource: WMDE Research Report
Breakout Rooms 11 & 12 - Revenue Diversification and Self-sufficiency
DOUBLE SESSION / ONSITE + ONLINE (HYBRID)
  • AIM: To discuss what level of financial self-sufficiency and revenue diversification are realistic and desirable at the local level.
  • WHY JOIN?: If you are worried about your affiliate doing nothing but fundraising. If you are interested in capacity building around fundraising. If you want to discuss the opportunities and limitations of diversifying where our funds come from.
  • Resource: WMDE Research Report

S6.3 Plenary Session[edit]

end of session 6, recording available on the Summit platform

A valuable moment

At the very last plenary session of the day, participants were asked to share a valuable moment they experienced thus far, using a digital poll. Find their answers below:

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