Grants:APG/Proposal form instruction

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This proposal form for 's proposal to the FDC for Template:APG may be viewed in tab view or standard view. To discuss this aspect of the proposal to the FDC, please visit the discussion page.

For some guidelines, please see this example proposal form.

All eligible entities will need to complete this form to request funds from the Funds Dissemination Committee (FDC). The completed document must be published in English on Meta by the deadline for each round (23:59 UTC 1 October for Round 1, and 23:59 UTC 1 March for Round 2).

The purpose of this document is to provide the FDC with an overview of your annual plan, the alignment of the plan to the Wikimedia movement’s strategic goals, and the potential impact and effectiveness of the plan. This proposal should complement any annual planning documents you may have: please complete all fields as mandatory and add links to supporting documents where relevant.

Each section of the proposal provides guidance on the amount of detail expected in response to each question or field. If you have additional questions about the form, please contact the FDC support team.

A few terms used in the form:

Basic information

Table 1.

Legal name of affiliated entity	legal name
Contact name	contact name
Contact position in entity	position
Contact username	username
Contact email	email
Entity fiscal year (mm/dd–mm/dd)	fiscal
Timeframe of funds currently requested (mm/dd/yy–mm/dd/yy)	timeframe
Date posted mm/dd/yy¹	posted
Round submitted (1 or 2)	round
Currency requested²	currency
Exchange rate used (currency requested to $US) and date accessed (mm/dd/yy)³	exchange

Table 2.

	In currency requested	In $US
Total annual expenses of entity	budget	budgetUS
Amount proposed to the FDC for the coming year's annual plan	request	requestUS
Amount to be raised from non-FDC sources	non-FDC	non-FDCUS
If applicable, amount of FDC funds allocated to entity last year	last year	last yearUS

¹The proposal is assumed to be final as of the deadline for each round (23:59 UTC, October 1 for Round 1, and 23:59 UTC March 1 for Round 2). After the deadline, the proposal must not be further modified; any further commentary should be included on the talk page.

²Currency requested is defined as the currency in which you wish to receive funds (e.g., EUR, GBP, INR).

³This exchange rate should be used throughout the form.

Background, history, and mission

This section provides the FDC an overview of your entity's background and history. Please respond to each question below with 1-2 sentences to a maximum of a paragraph.

When was your entity established?

established

What is the mission of your entity, and how does it support the goals of the Wikimedia movement?

mission

What is its current leadership structure (e.g., executive staff structure, board / governance structure)?

If you have an organogram or organizational chart for your organization, please provide a link.

leadership

How many staff are employed by your entity?

staff

Approximately how many volunteers participate actively in your entity?

volunteers

How many members does your entity have?

members

Reflection on past activities and innovations

This section provides the FDC with information about your entity's past activities and strategies. Please answer the questions below with your reflections on the past fiscal year. Responses to each question should be one or two paragraphs.

How does your entity define and measure "success"?

success

Please give at least three examples of successful activities that your entity has completed. If available, provide links to information about these activities.

activities

What are the plans/strategies that did not work for your entity in the past? What did your entity learn from that experience / those experiences?

not work

What else has your entity learned or innovated upon that could benefit the broader Wikimedia movement?

innovation

Where available, please link to the following to provide supplemental information to the FDC:

Link to previous completed fiscal year annual plan

previous plan

Link to previous completed fiscal year annual report

previous report

Link to previous completed fiscal year grant report (if your entity has received funds from the FDC)

previous grant report

Year-to-date progress

This section provides the FDC information about how your entity is progressing against the current fiscal year's planned budget (revenues and costs).

Please provide the relevant information below. "Year to date" refers to the period between the start of your entity's current fiscal year and the date of submission of the proposal(+). If it is helpful to link to your entity's current fiscal year plan and budget, please do so.

Table 3.

	Current fiscal year planned budget		Year-to-date actuals+		Variance
	In currency requested	In $US	In currency requested	In $US	%
Revenues (from all sources)	revenues planned	revenues plannedUS	revenues actual	revenues actualUS	revenues variance
Spending	spending planned	spending plannedUS	spending actual	spending actualUS	spending variance

+ Actual year-to-date financials should be provided as close to the proposal submission date as possible; best approximations are sufficient.

Table 3. details:

Based on the variance percentages above, please describe how your entity is progressing against revenue and spending targets. If you expect your entity to be significantly under or over target on either revenue or spending, please provide a detailed explanation.

difference explanation

Key initiatives and objectives of the upcoming year annual plan

The table is intended to provide an overview of your entity's upcoming year annual plan and its alignment with the movement's strategic goals; please provide short phrases or 1-3 bullet points for each initiative in the table below. Feel free to add more details below the table (1-2 paragraphs per initiative). You can also link to any other documents that you think might be helpful as context.

If you feel you have an initiative that fulfills a strategic goal that is not immediately identified with a Wikimedia strategic goal ('readership' rather than 'editorship', for instance), please add that in the table and offer us your rationale.

Please link to your entity's strategic plan if you have one.

Strategic plan link: strategic plan link

Table 4.

Key initiatives	What are the objectives of this initiative (include metrics)?	Which Wikimedia strategic goal(s) does this initiative address?	What key activities / milestones are associated with this initiative?	How will your entity accomplish this initiative?	How will your entity measure and track success of this initiative?
cell name kiA1 this cell is required to use this row	cell name kiB1	cell name kiC1	cell name kiD1	cell name kiE1	cell name kiF1
kiA2 this cell is required to use this row	kiB2	kiC2	kiD2	kiE2	kiF2
kiA3 this cell is required to use this row	kiB3	kiC3	kiD3	kiE3	kiF3
kiA4 this cell is required to use this row	kiB4	kiC4	kiD4	kiE4	kiF4
kiA5 this cell is required to use this row	kiB5	kiC5	kiD5	kiE5	kiF5
kiA6 this cell is required to use this row	kiB6	kiC6	kiD6	kiE6	kiF6

Table 4. details:

Additional context for the upcoming year annual plan / SWOT

Please provide 1-2 paragraphs for each response below. SWOT stands for your organizational strengths, weaknesses, opportunities, and threats.

What organizational strengths enable your entity's plan (e.g., leadership, governance structure, community participation, fundraising)?

strengths

What external opportunities enable your entity's plan (e.g., socio-political context, community participation, fundraising)?

opportunities

What are key risks or threats that would prevent you from achieving your plan (e.g., leadership turnover, governance challenges, lawsuits, fundraising, community participation, socio-political context)?

risks

How will you minimize these risks and threats?

minimize

Financials for the upcoming year's annual plan

Provide your financial overview for the upcoming year in the format below.

Please link to your detailed budget (translation into English highly recommended) in addition to completing the tables below.

Detailed budget link: detailed budget link

Revenues

Please list anticipated revenues, by source (e.g., FDC, Wikimedia grants programs, public funding, membership fees, local donations, event fees)
Table 5.

Revenue source	Anticipated (in currency requested)	Anticipated (In $US)
cell name reA1 this cell is required to use this row	cell name reB1	cell name reC1
reA2 this cell is required to use this row	reB2	reC2
reA3 this cell is required to use this row	reB3	reC3
reA4 this cell is required to use this row	reB4	reC4
reA5 this cell is required to use this row	reB5	reC5
reA6 this cell is required to use this row	reB6	reC6

Table 5. details:

Current entity staff (e.g., Included in year-in-progress budget)

Role / functions might include program administration, finance, fundraising. Please include both part-time and full-time staff.
Table 6.

Role / Function	Number of staff	Percentage of staff time+
cell name csA1 this cell is required to use this row	cell name csB1	cell name csC1
csA2 this cell is required to use this row	csB2	csC2
csA3 this cell is required to use this row	csB3	csC3
csA4 this cell is required to use this row	csB4	csC4
csA5 this cell is required to use this row	csB5	csC5
csA6 this cell is required to use this row	csB6	csC6

+Please include estimates of the percentage allocation of staff members. For example, for full time staff, you would put 100% in this column. For half time staff, you would put 50% in this column.

Table 6. details:

Proposed new staff for upcoming year annual plan

Role / functions might include program administration, finance, fundraising. Please include both part-time and full-time staff.
Table 7.

Role / Function	Number of staff	Percentage of staff time+	Duration	Rationale for hiring new staff
cell name nsA1 this cell is required to use this row	cell name nsB1	cell name nsC1	cell name nsD1	cell name nsE1
nsA2 this cell is required to use this row	nsB2	nsC2	nsD2	nsE2
nsA3 this cell is required to use this row	nsB3	nsC3	nsD3	nsE3
nsA4 this cell is required to use this row	nsB4	nsC4	nsD4	nsE4
nsA5 this cell is required to use this row	nsB5	nsC5	nsD5	nsE5
nsA6 this cell is required to use this row	nsB6	nsC6	nsD6	nsE6

+Please include estimates of the percentage allocation of staff members. For example, for full time staff, you would put 100% in this column. For half time staff, you would put 50% in this column.

Table 7. details:

Summary of staff expenses

Table 8.

	In currency requested	In $US
Current staff expenses	current expenses	current expensesUS
Proposed staff expenses	proposed expenses	proposed expensesUS
Total staff expenses	total expenses	total expensesUS

Table 8. details:

Expenses by program/initiative

Expenses are costs associated with any programs, initiatives, or projects your entity manages (e.g., event costs, materials, transportation). Please exclude any staff costs that are included above. “Programs / initiatives” might include education programs, outreach programs, etc. Please include any administration costs (e.g., office space rental, utilities) affiliated with each program along with any overall administration costs that are not affiliated with any particular program (e.g., Administration should be considered a "Program" under the first column.)

Table 9.

Program / initiative	In currency requested	In $US
cell name oeA1 this cell is required to use this row	cell name oeB1	cell name oeC1
oeA2 this cell is required to use this row	oeB2	oeC2
oeA3 this cell is required to use this row	oeB3	oeC3
oeA4 this cell is required to use this row	oeB4	oeC4
oeA5 this cell is required to use this row	oeB5	oeC5
oeA6 this cell is required to use this row	oeB6	oeC6
Total expenses	total program	total programUS

Table 9. details:

Summary of total revenues and expenses

Table 10.

	In currency requested	In $US
Total Revenues	total revenues	total revenuesUS
Total Spending	total spending	total spendingUS
Net (revenues less expenses)	net	netUS
Reserve balance, if applicable+	reserve	reserveUS

+ Cash reserve balance should include cumulative reserves and any net revenue

Table 10. details:

Verification that this proposal requests no funds from the Wikimedia Foundation for political or legislative activities

Enter "yes" or "no" for the verification below.

The term “political or legislative activities” includes any activities relating to political campaigns or candidates (including the contribution of funds and the publication of position statements relating to political campaigns or candidates); voter registration activities; meetings with or submissions and petitions to government executives, ministers, officers or agencies on political or policy issues; and any other activities seeking government intervention or policy implementation (like “lobbying”), whether directed toward the government or the community or public at large. Grants for such activities (when permitted under U.S. law and IRS regulations) should be sought from the Wikimedia Grants Program.

I verify that this proposal requests no funds from the Wikimedia Foundation for political or legislative activities	Yes/No

This form was created by: [[Category:Annual plan grants or proposals by Proposal form instruction for {{Template:}}]]