Grants:APG/Proposals/2012-2013 round1/Example2/Proposal form
This proposal form for Example2's proposal to the FDC for 2012-2013 Round 1 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 | |
| Contact name | |
| Contact position in entity | |
| Contact username | |
| Contact email | |
| Entity fiscal year (mm/dd–mm/dd) | |
| Timeframe of funds currently requested (mm/dd/yy–mm/dd/yy) | |
| Date posted mm/dd/yy1 | |
| Round submitted (1 or 2) | |
| Currency requested2 | |
| Exchange rate used (currency requested to $US) and date accessed (mm/dd/yy)3 |
Table 2.
| In currency requested | In $US | |
| Total annual expenses of entity | ||
| Amount proposed to the FDC for the coming year's annual plan | ||
| Amount to be raised from non-FDC sources | ||
| If applicable, amount of FDC funds allocated to entity last year |
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?
- What is the mission of your entity, and how does it support the goals of the Wikimedia movement?
- 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.
- How many staff are employed by your entity?
- Approximately how many volunteers participate actively in your entity?
- How many members does your entity have?
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"?
- Please give at least three examples of successful activities that your entity has completed. If available, provide links to information about these 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?
- 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)
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) Spending
+ 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.
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:
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?
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)?
- 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 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:
- 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)
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+
+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
+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 Proposed staff expenses Total staff expenses
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
Total expenses
Table 9. details:
- Summary of total revenues and expenses
Table 10.
In currency requested In $US Total Revenues Total Spending Net (revenues less expenses) Reserve balance, if applicable+
+ 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
- This form was created by: heather walls (talk) 07:40, 11 October 2012 (UTC)