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Grants:APG/FDC recommendations/2017-2018年 ラウンド1

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資金配分委員会によるウィキメディア財団理事会に対する勧告
2017-2018年助成金申請 ラウンド1 に関して

» ウィキメディア財団理事長発信 証明書
» 理事会の決議

資金配分委員会 (FDC) は去る2017年11月17日から同20日にわたり、スペインのマドリードで会議を開きました。席上、年次助成金 (APG) の提案ならびに関連の書類を評価し、2017–2018年次APG プログラム第1ラウンドに提供、資金配分に関して WMF 理事会に勧告しました。FDC による使途ごとの推奨事項を以下に示します。さらにFDCは、審査中に現れた一般的な議題にそれぞれいくつかコメントを添えました。

助成配分の勧告

個別の勧告事項を以下に示します。資金調達それぞれの勧告は申請時の通貨建てであり、アメリカドル換算額はあくまで「比較目的のみ」の目安です。これら補助金の計算と参照には、アメリカドルではなく、必ず申請時の通貨を用いなければいけません。

申請者 申請額 年次予算の
申請総額
勧告金額 勧告金額の目安
アメリカドル換算
(概算)
申請額に対する
勧告金額の割合
昨年比
配分額の変更
Amical Wikimedia 62,400 EUR 75,000 EUR 62,400 EUR 74,146 USD 100% + 27.35%
Wiki Education Foundation 750,000 USD 2,823,819 USD 400,000 USD 400,000 USD 53% +292.17% **
Wikimedia Argentina* 240,704 USD 275,299 USD 240,704 USD 240,704 USD 100% +3.74%
Wikimedia CH 300,000 CHF 1,077,600 CHF 150,000 CHF 155,750 USD 50% -48.98%
Wikimedia Czech Republic 2,988,525 CZK 2,998,025 CZK 2,988,525 CZK 136,038 USD 100% + 67.59%
Wikimedia Deutschland e.V. 0 EUR 8,331,000 EUR 0 EUR 0 USD n.a.
Wikimedia Israel 1,075,000 ILS 1,644,220 ILS 1,075,000 ILS 299,398 USD 100% + 25%
Wikimedia Nederland 340,000 EUR 458,688 EUR 340,000 EUR 403,998 USD 100% 0%
Wikimedia Serbia 99,500 EUR 99,500 EUR 99,500 EUR 118,229 USD 100% + 5.63%
Wikimedia UK* 335,000 GBP 751,793 GBP 335,000 GBP 432,274 USD 100% + 12.61%
Total ~ 2,766,340 USD ~ 2,260,540 USD
* FDCにおいて、この申請者に関する審議から忌避された1人以上の委員: 下記を参照
** この団体が過去に受領したウィキメディア財団助成金は5ヶ月間の簡易型APG
WMDE の今回の申請は過年度と方式が異なり、完全な対比はできない。

2017年から2018年のAPGプログラム(FDC全額支給および簡易型APG)を通じた運動の自主独立体が利用可能な資金総額は5,675,000アメリカドルです。このラウンドの申請額は約2,766,340アメリカドルであり、対する韓国金額は2,260,540アメリカドル、差し引き金額約3,414,460アメリカドルをラウンド2と簡易型APGプロセスに充当します。FDCはさまざまな通貨で勧告を行うため、これらの合計金額はそれぞれのラウンドにおける申請書提出時に使用された為替レートに基づく近似値です。

ウィキメディア・スウェーデンおよびウィキメディア・オーストリアに対し、2016年-2017年次第1ラウンドで承認された2年間の助成金はそれぞれ2,950,000スウェーデン・クローナおよび265,000ユーロであり、よって両者とも現在のラウンドで申請書を提出していません。これらの助成金は2016年-2017年次予算において会計処理され、したがって本年の利用可能な資金に影響しません。

フィードバック

一般的な所見

FDCはこれら申請書の作成にかけられた努力と、年間を通して提供された進捗状況と影響の詳細な報告につき、申請者の皆さんに感謝しています。フィードバックを受けた皆さんがそれに照らして計画の見直しに時間をかけ、提案、予算案、目標を適宜に調整したのは明らかです。

私たちの審議は新しいウィキメディア運動戦略方向性に沿った文脈で進みます。中でも将来的に、アプローチや構造が独創的なグループを支援し、知識の公平性を向上させる準備をしなければならないことを認めています。

ウィキメディア財団に対し、提携団体の長期的支援と能力開発について資源供給を強化するよう強く勧告する

FDCは提携団体の活動の有効性が、直接、彼らを支援するWMF職員リソースの割り当てに強い相関関係があると指摘しています。独自の提携団体のキャパシティ支援チームに積極的に投資するため、FDCはWMFに対する勧告を改めて表明します。ウィキメディア運動の戦略的方向性を支える提携団体は運動の重要なベクトルであり、地域の状況に適した方法で成果を達成するのです。

提携団体の指導力、国際関係、専門分野

FDCは多くの申請者が専門分野のグローバルなリーダーになりつつあることを評価しています。プログラム設計の有効なモデルとは、プログラムの多様性と特化の両方を指します。いずれにしても個々の組織の戦略を背景に、プログラムを立てなければいけません。提携団体がグローバルな状況でますます重要になってきたことから、その活動では共同作業やパートナーシップを強調することをお勧めします。

戦略、プログラム、計測指標と目標の連携

運動の新しい戦略的方向性を実行する方策が決定したので、FDCが将来の申請者に奨励するのは、この全体的な戦略と整合したプログラム作りです。

FDCでは申請者に採用をお勧めする「受給者が定義する計測指標」とは、一般に、組織内の意思決定に有用な情報を提供します。 これを採用するラウンドにおいて、組織が文脈上、自らの成功を適切に計測する方法作りの良い例がある一方、組織が定めた目標に無関係に見えたり、方法論を考慮せずに開発された指標もあります。

アミカル・ウィキメディア

申請額: 62,400 € (EUR) (申請書審議WMF職員評価)
配分勧告額: 62,400 € (EUR)

FDC はアミカル・ウィキメディアの助成金申請を勧告します。

Amical has become more sustainable, and continues to deliver effective, high-impact activities for good value. As an entity in receipt of movement funds, Amical needs to work more to recognise its responsibility to share its expertise with other groups. It should also recognise that the context for different countries or groups does not allow its model to be exactly replicated.

The continued unwillingness to engage with FDC reporting because this is not perceived to be useful to Amical misses the point. Choosing not to report on the metrics that Amical itself has defined is an example of a missed opportunity to support movement-wide activities and collaboration. We know by talking to many affiliates and global community members that affiliates do benefit from reading about each other's approaches.

It is reasonable when you are receipt of funds to see this as a reciprocal relationship and Amical is not yet engaging in ways that can benefit other movement entities. Amical may not value quantitative metrics and may not wish to use SMART goals, but its reporting does not sufficiently "reflect an ecosystem" (as suggested in the annual grant proposal) in ways that can be understood by other Wikimedia groups, including the FDC.

The FDC is looking forward to seeing the impact of the Wikimedia Hackathon and how it will complement community engagement, which was mentioned as good practice in the staff assessment. We hope to see more focus brought to the planned work on diversity, bringing a clearer sense of what has been successfully tested during this grant period. We expect that by connecting more with other individuals and entities within the movement, Amical can retain a lean and responsive structure but also increase benefits to itself and others.

ウィキ教育財団

申請額: $750,000 (USD) (申請書審議WMF職員評価)
配分勧告額: $400,000 (USD)

FDC はウィキ教育財団に40万アメリカドルの助成金を勧告します。

The FDC feels that the classroom program has value and makes a contribution to the improvement of the English Wikipedia. The FDC also sees its funding allocation as a special funding situation to allow the Wiki Education Foundation to optimize their matching grant.

The current application does not demonstrate to the FDC that the Wiki Education Foundation has a strategy behind what it does, why it does it, and what impact it wants to have. In addition, the FDC does not see a consistency between the narrative provided in its application and the Wiki Education Foundation's activities, metrics and targets. We strongly encourage the Wiki Education Foundation to develop a strategy that is aligned with the Wikimedia Movement's Strategic Direction not only to guide its programs but to assist in fundraising efforts.

The FDC expects the Wiki Education Foundation to address the issues of a lack of a movement aligned strategy, a high cost financial model, and a lack of intentionality in their work on knowledge equity and identifying content gaps. The FDC is not inclined to continue to fund the Wiki Education Foundation if these issues are not addressed.

We encourage the Wiki Education Foundation to review its financial model and structure. It is the opinion of the FDC that the current model is expensive and may not be sustainable. In addition, some type of financial support from participating colleges and universities seems appropriate.

The FDC recognises Wiki Education Foundation does have engagement with diverse voices working on the English Wikipedia in North America. We encourage the Wiki Education Foundation to expand their focus of content gaps and diversity beyond gender. The Wiki Education Foundation should look at the work of Wikimedia Israel with the Arabic community and Wikimedia UK on diverse content and contributors as other models of engagement with diverse communities.

ウィキメディア・アルゼンチン

申請額: $240,704 (USD) (申請書審議WMF職員評価)
配分勧告額: $240,704 (USD)

FDCはウィキメディア・アルゼンチンの助成金申請の承認を勧告します。

WMAR's annual plan shows great improvement over past plans in terms of clarity, focus, cohesion and strategic programming. The plan includes not just the need, relevance, implementing pathway and metrics for each program, but also the links between different programs.

Once again, WMAR's annual plan shows a strong awareness of the context within which it works and accounts for both opportunities and challenges. We appreciate WMAR's effort to develop context-specific programming, including its plans to work with thematic communities and communities of interest.

In this plan, WMAR has revised the targets for its education program downwards. While this lowers the potential for impact in the short term, the plan provides a credible rationale for doing so. In this, WMAR demonstrates an ability to learn from past implementation challenges, to develop a stronger education program in the long term.

Despite the significant improvements in WMAR's annual planning process, we again found the grantee-defined metrics difficult to understand. We are not clear how cultural diversity, or underlying aspects of the gender gap such as "confidence" and "empowerment" will be measured. We are concerned, once again, that these metrics may take a disproportionate amount of time to measure, document, and update.

The FDC commends WMAR on integrating an important movement-wide issue - the gender gap - as a strategic priority that cuts across all of its programs. Geographical diversification was one of the FDC's recommendations for WMAR in the previous funding round. We are pleased to note that WMAR is creating a regional focus within Argentina for some of its activities and engaging with affiliates in other countries.

We look forward to seeing WMAR progress further along its chosen path.

ウィキメディア・スイス

申請額: 300,000 CHF (申請書審議WMF職員評価)
配分勧告額: 150,000 CHF

FDC はウィキメディア・スイスに総額15万スイスフランの助成金を勧告します。

The FDC believes that this amount allows Wikimedia CH to continue their activities and improve their programs, so they can deliver more impact in the future. At the same time, the Committee believes that this allocation, smaller than their original request, will encourage the affiliate to reevaluate the budgeting of some of their activities.

The FDC has identified that WMCH has not showed a level of structure and consistency in its strategy that is expected for a chapter of its size and organisational maturity. In this proposal, as in the past, Wikimedia CH has presented many unconnected projects without a common strategy that justifies their existence and supports their successful implementation. The activities listed in each program area frequently seem either vague (e.g. "Participate at an international event") or strangely precise (e.g. "Migration of WebDAV for the GLAMwiki toolset to the new data centre") without clear indication of their purpose or complexity. The FDC is concerned with WMCH's lack of evaluation of past projects in a satisfactory way.

Considering all these issues, the FDC questions the capacity of WMCH to deliver the proposed projects successfully and generate adequate value for the movement. One example is the persistence of technology development projects, considering that similar activities have not achieved consistent documented results in the past. The FDC expects WMCH to evaluate their capacity to implement projects and generate more impact, focusing on those projects where the affiliate has clear advantages, opportunities or experience.

Finally, the FDC would like to see WMCH reflect on its own role within Wikimedia. While supporting the local community is important, the FDC recognises that WMCH has unique opportunities that can benefit the entire movement, such as through their access to international organisations. We encourage WMCH to pursue such opportunities.

ウィキメディア・チェコ

申請額: 2,988,525 Kč (CZK) (申請書審議WMF職員評価)
配分勧告額: 2,988,525 Kč (CZK)

FDC はウィキメディア・チェコの助成金申請の承認を勧告します。

Wikimedia Czech Republic re-enters into the FDC process with a well-developed application. The presented set of well-aligned programs is based on the organisation's track record, volunteer base, skills, partnerships, and responsiveness to community expectations.

The proposal builds on the successful activities which have been developed over several years, like media acquisition. Their traditional focus on Wikimedia Commons photography is designed as a series of complementary projects, well-integrated with the work on other projects (Wikidata, Wikipedia), and the community. This work has been both engaging the volunteers and providing strong results, which are difficult to obtain without institutional support.

Good programmatic design and relevant grantee-defined metrics are likely to result in strong impact that can be measured. In particular, "number of objects" used in media acquisition is both well-tailored to the particular objectives described, and useful for the chapter to achieve desired results. Nevertheless, some metrics should be revisited due to the questionable link to the intended outcome or ability to collect information (for example, "number of downloads").

The FDC appreciates the continuation of the activities of WMCZ in education and institutional collaboration, which remain focused on bringing in and onboarding new editors. Composition of this program, including work with different audiences like pupils, university students and seniors, is well-aligned with the intended outcomes. Editor retention activities like training and Wikiclubs are a logical extension of this program and deserve more emphasis in the future strategic plan. The FDC applauds the Seniors Write Wikipedia project which is directed at the potentially most important gap in the local context (where Age Gap seems to be wider than Gender Gap).

Wikidata and tech programs are rooted in both local needs and enthusiasm of the communities, and WMCZ has seized these opportunities. In the current year, the chapter started the work to complement Media acquisition by using an existing Wikimedia Commons app in need of further development, and a pre-hackathon in Prague coordinated with the main event in Vienna. The FDC awaits the results of this local approach to software development.

The FDC appreciates the innovative work of WMCZ on Commons and Wikidata, and with elderly editors, and finds them promising sources of lessons for the region and for the movement.

ウィキメディア・ドイツ (WMDE)

申請額: 0 € (EUR) (申請書, - )
配分勧告額: 0 € (EUR)

ウィキメディア・ドイツ支部はFDCとの合意により異なる日程の年次計画を提出しました。したがってFDCはウィキメディア・ドイツ支部に対して別途、フィードバックを提供する予定です。

ウィキメディア・イスラエル

申請額: ₪ 1,075,000 (NIS) (申請書審議WMF職員評価)
配分勧告額: ₪ 1,075,000 (NIS)

The FDC はウィキメディア・イスラエルの助成金申請の承認を勧告します。

Wikimedia Israel has consistently demonstrated excellent results over many years, and has again presented a strong and thoughtful application. This is an organisation that both seeks out and takes advantage of favourable circumstances that present themselves and modifies their plans appropriately to incorporate new opportunities. This has led to healthy growth of programs and capacity over time.

In this application, Wikimedia Israel has brought salaries in line with national standards. This should have a positive effect on employee retention. It is noted that activities and results continued to be maintained throughout the staff changes of the past year.

The Funds Dissemination Committee notes the proactive and innovative diversification of programs to take advantage of the local context, with focuses on seniors and women. The education program is stable and continues expansion, emphasizing the strong connections with government institutions. There is important expansion into Arabic schools, which expands both the educational and Arabic language programs.

The plan includes continuing and expanding support for Arabic language and a new focus on GLAM programs, which represent significant opportunities for growth and diversity.

ウィキメディア・オランダ

申請額: 340,000 € (EUR) (申請書審議WMF職員評価)
配分勧告額: 340,000 € (EUR)

FDC はウィキメディア・オランダの助成金申請の承認を勧告します。

The FDC appreciates that Wikimedia Nederland is a stable and mature organisation. Over the last years, its capacity to deliver has grown and it is likely to achieve what it is aiming to accomplish.

Wikimedia Nederland is consistently showing an ability to adapt and improve its practices and programs. In this regard, it is good that, recognizing the insufficient results in the education program, there is a plan to shift to a different model, based on internships.

The FDC appreciates Wikimedia Nederland's approach to diversity, including "Nederland and the world", and the pilot activities with immigrant communities.

The focus on retention and community health is especially appropriate in the context of a chapter operating in the Netherlands, with an existing and sizeable community of contributors to the Dutch language projects. The potential for impact is high, and the FDC appreciates the thoughtful risk assessment.

ウィキメディア・セルビア

申請額: 99,500 € (EUR) (申請書審議WMF職員評価)
配分勧告額: 99,500 € (EUR)

FDC はウィキメディア・セルビアの助成金申請の承認を勧告します。

This year's annual plan reflects significant positive changes in comparison with last year's proposal. Wikimedia Serbia has improved the clarity of its proposal, even while also decreasing its overall budget.

We appreciate that WMRS has developed a strategic plan. Developing and improving a program plan aligned to the strategy and focusing on relevant and successful activities, instead of having a long activity list, is a positive point in this proposal. The FDC is interested to see how this strategic plan continues to evolve and be implemented.

WMRS has three main programs: education, GLAM and community support. The education program is nicely segmented with short, medium, and long-term impact projects. The GLAM program focuses not just on free content, but also on partnerships and long term cooperation as a pathway to sustainability. The community support program is clear, identifying three types of volunteers, and defining different activities for each group.

WMRS has redefined one of its grantee-defined metrics, choosing number of partnerships instead of number of events, and has set ambitious targets for this metric across the three different programs proposed. The FDC encourages WMRS to think about how the chosen metrics could be even better defined to measure and evaluate outcomes, not only activities.

In past recommendations, the FDC remarked the management structure would be vulnerable to changes in Board leadership. This has been resolved as WMRS has redefined job descriptions in order to better serve the organisation's needs, reflecting effective resourcing and stability. This is an important step for Wikimedia Serbia to achieve the goals it has proposed.

The FDC recognises the hard work Wikimedia Serbia has been doing in terms of considering the recommendations and support given by WMF staff. Finally, the FDC encourages WMRS to consider how to share its expertise within the movement.

ウィキメディア・イギリス

申請額: £335,000 (GBP) (申請書審議WMF職員評価)
配分勧告額: £335,000 (GBP)

FDC はウィキメディア・イギリスの助成金申請の承認を勧告します。

The FDC recognises not only this excellent annual plan, but also the diligent effort of the chapter over the last two years.WMUK now has a solid track record of program achievements and good governance practices. The FDC was impressed by the combination of WMUK's thoughtfully innovative activities, strong and stable leadership, and volunteer-centric approach to all its work. The organisation successfully strikes the balance between consistency and diversity, and between stability and innovation.

The FDC noted the clear, comprehensive, and thoughtful connection among all layers of the organisation's planning. This enables WMUK's metrics and goals (at the granular level), and strategy (at the macro level), to be genuinely useful in making informed decisions. We noted that the chapter has conscientiously reviewed its budgets and annual plan, incorporating needs assessments, in response to previous feedback. We also noted how well-integrated the spirit of volunteerism is within the organisation. It places community and volunteer leadership at the centre of its work, investing in training and leveraging peer networks.

WMUK is a role model in our movement for how an affiliate can diversify its activities, and also become a specialist in a program area. The chapter's activities relating to regional and minority languages (including through the Celtic Knot and Welsh programs) have placed it in an excellent position to be a catalyst for change at national and international levels simultaneously by successfully leveraging the advantages of their local context. It is demonstrating proactive leadership commensurate with its maturity.

選考過程

このラウンドの申請書は2017年10月1日に提出されました。審議に備えてFDCはそれぞれの提案に対するコミュニティのコメントに加え、申請フォームの議論ページに寄せられた申請者の回答と、職員の申請評価を検討しました。FDCはその他にも多数のインプットを受け、これには職員による影響力および財政面の評価と分析を含みます。このラウンドでFDCは2015-16年次影響報告書に加え、申請者が2017年の進捗報告書を介して提出したデータに基づき各団体の過去の実績を見直しました。面談に先立ち2017年11月5日に委員会を開催、すべての申請に対する委員会各位の初期評価を議論しました。FDC各位は委員会終了後から面談前に、申請ごとに助成金割り当ての第1案をドル建てで見積もり、審議の開始点として共有しました。

面談による審議では、FDC職員による調査結果の概要と財政面およびプログラム面の課題のまとめが提出されました。FDCは各申請を深く掘り下げて議論する前に、これらの短い報告に続き明確にすべき点と疑問点を追跡調査しました。後日の勧告書作成に活用するため、すべての提案の強み、懸念および一般的な課題を記録しています。これら最初の議論のしめくくりに、FDC委員は各申請団体に対する配分額の第2案を個別に匿名で用意しました。議論を申請ごとに次ラウンドに進める前に配分案の合意または不一致の範囲を見通すため、委員の提出した配分案を数表にまとめ、その広がりと基本的な分析結果を添えて提示しました。それを基点に、さらに広範な議論を経た委員会はグラジエントの合意の勾配ツールを使用し、各配分額の合意に至りました。次に、委員会は各提案の分析に関する簡単な要約を作成し、意思決定過程の主な要因や観察した点を織り込みました。FDCの審議プロセスの詳細は、2015年のブログ投稿を読んでください

FDCについて

ウィキメディア運動における資金配分委員会 (FDC) とはコミュニティの一員からなる委員会で、ウィキメディア財団 (WMF) 理事会に対して運動の組織に対する資金配分を勧告します。FDC は2012年設立です。今年6年目を迎えた委員会は、ボランティアの委員9人が構成します。

  • 委員長: Bishakha Datta (Bishdatta)
  • 副委員長: Liam Wyatt (Wittylama)
  • 事務担当: Katherine Bavage (Leela0808) [ウィキメディア・イギリス対象の資金配分に不的確]
  • Michał Buczyński (Aegis Maelstrom)
  • Garfield Byrd (Gtbiv)
  • Anne Clin (Risker)
  • Candelaria Laspeñas (Cande_laspe) [ウィキメディア・アルゼンチン対象の資金配分に不的確]
  • Lorenzo Losa (Laurentius)
  • Osmar Valdebenito (B1mbo) [ウィキメディア・アルゼンチン対象の資金配分に不的確]

このラウンドでFDCにおけるWMF理事会代表はDariusz JemielniakならびにNataliia Tymkivです。APG選考過程の監査委員はKirill Lokshinです。

FDCは選考過程を通じて次のWMF職員に支えられました。Delphine MenardWinifred Olliff Morgan JueならびにLauren Miranda。選考過程に同席したWMF職員は分析を提供し議事進行を助け記録をつけ、FDCが追加する質問に対応しましたが、特定の提案について審議に参加しませんでした。