Grants:APG/Proposal form preload/2

This page and discussion page is maintained for archival purposes. For the current version of the form see Grants:APG/Proposal form

Basic information

In order to support community review, in no more than one paragraph, please provide a brief description of your entity's forthcoming annual plan, with focus areas and key objectives.

Table 1

Organization information	Legal name of organization	1
	organization's fiscal year (mm/dd–mm/dd)	2
	12 month timeframe* of funds currently requested (mm/dd/yy–mm/dd/yy)	3
Contact information (primary)	Primary contact name	4
	Primary contact position in organization	5
	Primary contact username	6
	Primary contact email	7
Contact information (secondary)	Secondary contact name	8
	Secondary contact position in organization	9
	Secondary contact username	10
	Secondary contact email	11

*Timeframe should ideally be for a 12 month period that begins after the FDC decision.

Table 2

Currency requested: 1

Currency requested is defined as the currency in which you wish to receive funds (e.g., EUR, GBP, INR). Note that the FDC makes grants in local currency when possible.

Exchange rate used (currency requested to $US): 2

Please use Oanda.com on March 1 2014 to determine the exchange rate. Please use five decimal points.

	Currency requested	US$
Total annual expenses of organization	3	4
Amount proposed to the FDC for the coming year's annual plan	5	6
Amount to be raised from non-FDC sources	7	8
If applicable, amount of FDC funds allocated to organization last year	9	10

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?

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

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

What is the role of volunteers in your entity (e.g., help develop entity plans, participate in programs, edit Wikipedia)? Approximately how many volunteers does your entity have?

If applicable, how many members does your entity have, and how do you define membership (e.g., attendance at events, paying dues)?

Reflection on past activities and innovations

This section provides the FDC with information about your entity's past programs, 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"?

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

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?

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

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

Link to previous completed fiscal year annual plan

Link to previous completed fiscal year annual report

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

Link to your entity's strategic plan if you have one

Link to your organogram or organizational chart if one exists

Link to your entity's current fiscal year plan and budget

Key programs / initiatives* and objectives of the upcoming year's annual plan

These tables are intended to provide an overview of your entity's upcoming year annual plan and its alignment with the movement's strategic priorities; please provide short phrases or 1-3 bullet points for each program below. You can also link to any other documents that you think might be helpful as context.

Please ensure that your proposed programs are SMART; that is, specific, measurable, attainable, relevant, and timely.

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

*In the last round, the FDC used the term 'initiative', but this round, we are using the term 'program.'

Program 1

Program title

What are the objectives of this program? Please include metrics.

Which Wikimedia strategic priority (or priorities) does this program address?

What SMART key activities and/or milestones are associated with this program?

How will your entity accomplish this program?

How will your entity measure and track success of this program?

Any additional details:

Additional context for the upcoming year's 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, education program expertise, experience with outreach, governance structure, community participation, fundraising)?

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

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)?

How will you minimize these risks and threats?

Financials: 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. Actual year-to-date financials should be provided as close to the proposal submission date as possible.

Identify the year-to-date for which you are reporting, month/year to month/year: *

Table 3

	Current fiscal year planned budget		Year-to-date actuals		Projected final amount
	In currency requested	In $US	In currency requested	In $US	In currency requested	In $US
Revenues (from all sources)	1	2	3	4	6	7
Spending	9	10	11	12	14	15

Table 3 details, if necessary:

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

Financials: upcoming year's annual plan

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

Please link to your detailed budget in a publicly available spreadsheet file (translation into English highly recommended) in addition to completing the tables below. Detailed budget link:

Revenues

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

Table 4

Revenue source	Anticipated (in currency requested)	Anticipated (In $US)
1	2	3

Table 4 notes, if necessary:

Current entity staff and long-term contractors

Role/functions might include program administration, finance, fundraising. Please include both part-time and full-time staff and long-term contractors.

Table 5

Role / Function	Number of staff	Percentage of staff time*
1	2	3

*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 5 notes, if necessary:

Proposed new staff and and long-term contractors for upcoming year's annual plan

Role / functions might include program administration, finance, fundraising. Please include both part-time and full-time staff and long-term contractors.

Table 6

Department (e.g. Programs, Communications)	Number of current staff	Percentage of current staff time*	Number of upcoming staff	Percentage of upcoming staff time*	Rationale for hiring new staff
					5

*Please include estimates of the percentage allocation of staff members and long-term contractors. 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 notes, if necessary:

Summary of staff and long-term contractor expenses

Table 7

	In currency requested	In $US	Percent increase
Current staff expenses	1	2
Proposed increase for current staff expenses	3	4	5
Proposed increase for new staff expenses	6	7	8
Total staff expenses	9	10	11

Table 7 notes, if necessary:

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, microgranting initiatives, 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 8a

Program / initiative	In currency requested	In $US
1	2	3
Total program expenses (should equal the sum of the rows)	4	5

Table 8 notes, if necessary:

Summary of total revenues and expenses

Table 9

	In currency requested	In $US
Total cash balance as of proposal submission	1	2
Total revenues	3	4
Total spending	5	6
Net (revenues less expenses)	7	8
Operating reserves,* if applicable

Table 9 notes, if necessary:

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