Grants:APG/Proposals/2020-2021 round 1/Wikimedia CH/Proposal form

Proposal by Wikimedia CH to support its annual plan with N/A.


Comment on Wikimedia CH's proposal here


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  • Use this form if you are eligible to submit a proposal in the current round, to request funding in the current round.
  • This form must be published on Meta by the proposal submission date for each round to be considered, and no changes may be made after the submission date without staff approval.
  • This form complements your organization's annual plan, detailed budget, and strategic plan. It won't be considered complete without a detailed budget and strategic plan.
  • Organizations may apply for a funding period that does not exactly match their fiscal years. Follow the instructions carefully to understand what time period each question refers to.
  • Refer to the framework, guidance from the Board, and the FDC's recommendations before using this form, so you have an understanding of the Annual Plan Grants process.
  • Please Email FDCSupport@Wikimedia.org with questions about using the form.

A few terms used in the form:

FDC proposal form terms Wikimedia terms Learning & Evaluation terms

OverviewEdit

1. In order to support community review, please provide a brief description of your organization's work in the upcoming funding period.

Wikimedia Switzerland is happy to herewith present its plans for 2021 which are not only aligned with its own 2017-2020 Strategy but also to the wider Movement Strategy and efforts. 2021 sees a continuation of progress, learnings and impact reached in 2020. As a matter of fact, WMCH started its 5 years strategic planning process in late spring 2020 setting up its journey by learning first from the past, then learning from others through stakeholder interviews and other activities. The “learning from the system” as well as the “discerning”, “seeding” and "finalization phase" could unfortunately not be engaged with due to the current pandemic and physical meeting restrictions. We are hoping to have everything finalised by mid-2021 whereby we will of course integrate the 2030 movement strategy recommendations. You will herewith find our plans for 2021, comprising each:

  • a short introduction
  • our foreseen metrics as well as
  • an infographic with budget relating to the different programmatic areas that we are focused on.

Please also have a look at our latest progress report to better understand where we are heading to. In addition, within the progress report, you’ll find the complete strategies (short and long versions) for WMCH’s three main pillars – GLAM, Education and Community. In 2021 we will be following two major threads in terms of outreach and programme planning in order to raise brand awareness and knowledge about Wikimedia projects:

  • 50 years of voting rights for women in Switzerland
  • 20 years of Wikipedia

Our consolidated budget can be found below. You will note an increase of roughly 300k CHF compared to last-year’s budget. This is mainly due to the high HR costs in Switzerland but also to the overall raise of fundraising costs. Some points to consider are:

  • WMCH still doesn’t have a physical office and staff works virtually.
  • We have now hired a long-needed Fundraising Officer (90%).
  • Our finance and accounting officer that had been outsourced for 50% will become “in-house” from 2021 onwards, giving us more stability.
  • In 2021, WMCH will need 50% of project assistance and admin. support among other things for the preparation of the 20 Years of Wikipedia event which will host more than 100 people if the pandemic situation permits. What is more, general administrative tasks and further events have become quite a time consuming occupation, hence help will be needed here too.
  • The GLAM budget stays more or less the same; Education is going up as WMCH has received many requests for funding. The Community and International PR – Outreach budget also sees an increase because of the upcoming events and the creation of Wikifranca.
  • Due to the increasing fundraising demands as a whole, WMCH had to completely revamp its fundraising systems becoming much more professional in the way donors and sponsors are handled. This technical automation comes with a cost as well as hosting on secure servers and providing for the necessary infrastructure.
  • WMCH has moved onto analytical accounting, which makes planning and forecasts more precise.

HR costs in Switzerland remain a major factor within our budget. We tried to reduce this by seeking outsourced solutions and consultants. We did realise however that this jeopardises our stability especially in times of a pandemic, where suddenly freelancers or others are not available anymore as they need to search for further means of income. Our staff has the specificity to be multilingual, which is a MUST for Switzerland, while at the same time specialists as well as generalists in their respective fields. On top of the virtual nature of the work and the required flexibility due to part-time engagements, it makes recruiting particularly tough.

Wikimedia CH’s efforts have paid off so far: for the first time, the organisation is not asking for a WMF grant for 2021 so that this money can be made available to other grantees that need it more in these difficult times. As always, WMCH is closely working alongside other Chapters in order to exchange experiences and move forward in terms of becoming self-sustaining and sustainable.

Thanks for reading us and we are of course happy to answer your questions!


2. Name, fiscal year, and funding period.
  • Legal name of organization: Wikimedia CH
  • Organization's fiscal year: 01 Jan-12 Dec
  • 12-month funding period requested: NA
  • Currency requested: CHF
  • Name of primary contact: Jenny Ebermann


3. Amount requested.

For 2021, no grant will be requested by Wikimedia CH

4. How does your organization know what community members and contributors to online projects need or want? Does your organization conduct needs assessments or consult the contributors and volunteers most involved with its work?
  • Every end of the year, we are conducting a survey to see how we serve our community and members; on top of that, numerous meet-ups and offline meetings are used to gather data and gain insights into what should be done more of or discontinued etc. What is more, we have conducted a number of stakeholder interviews in 2020 in order to find out where our organisation should be heading for the next 5 years. Unfortunately this work could not be concluded as planned at the end of the year, due to the current pandemic. We are aiming at being able to present our strategic plan 2021-2026 by mid-2021.


5. Please provide a link to your organization's strategic plan, and a link to your separate annual plans for the current and upcoming funding periods if you have them.


Financials: current yearEdit

The purpose of this section is to give the FDC an idea of how your organization is receiving funds and spending funds toward your current plan. Your current funding period is the funding period now in progress (e.g. 1 January 2016 to 31 December 2016 for most organizations).

Programs: upcoming year's annual planEdit

This section is about your organization's programs. A program is a defined set of activities that share the same objectives and a similar theory of change. Please share the general goal of each program, and then list the specific objectives that the program will meet. Please do not include information about your organization's operating activities in this section. You may provide information about activities like administration, staff and board training, fundraising, governance, and internal IT in another section or in a supplementary document, but please do not include these activities here as programs.

1. For each program, and overall
  • Include targets for each of the three shared measures for each program, and overall. If one or more of these required metrics are not relevant to any of your programs, please consult your program officer.
  • Also choose at least two grantee-defined metrics to highlight in this section, and include targets for each of these grantee-defined metrics for each program, and overall. (Other program-specific metrics may be included in your program objectives, in the detailed program sections below.)


Table 3

Shared metrics

  1. Participants: The number of people who attend your events, programs or activities, either in person or virtually. This definition does not include people organizing activities, social media followers, donors, or others not participating directly.
  2. Newly registered: The number of participants that create new accounts on a Wikimedia project. These include users who register up to two weeks before the start of the event.
  3. Content pages: A content page is an article on Wikipedia, an item on Wikidata, a content page on Wikisource, an entry on Wiktionary, and a media file on Commons, etc. This metric captures the total number of content pages created or improved across all Wikimedia projects.

Grantee-defined metrics

  1. Content reused by other Wikimedia projects: Content reused by other Wikimedia projects including Wikidata and Commons.
  2. of people reached in CH: People reached through traditional media, social media and internal newsletters.
Program Participants Newly registered Content pages Content reused by other Wikimedia projects # of people reached in CH
GLAM 150 25 5 000 2 000 250 000
Education 800 100 1 000 2 000 500 000
Community 1 500 100 20 000 5 000 500 000
GLAM NA NA NA NA 300 000 - 400 000
TOTAL FOR ALL PROGRAMS 2 450 225 26 000 9 000 1 550 000 - 1 650 000


Table 3 notes:


Annual plan summaryEdit



Program 1: GLAM

 
GLAM Programme - Wikimedia CH 2021

The GLAM Programme 2021 will focus on:

  • Keeping the strategic course on all levels of the GLAM programme and following the pathway of scalable and successful projects and formats under the aspect of “Continuity” and “Diversity” while still ensuring the flexibility of potentially implementing additional actions, following the outcomes of the WMCH Strategy process by the end of 2020. Moreover, we aim to integrate Wikimedia projects within the processes of GLAM institutions. This will require awareness building, knowledge transfer (knowledge as a service) and training of GLAM professionals. Besides closely working together with Education, in terms of “GLAM Organisation”, it is crucial to improve Wikimedia CH’s processes and policies for GLAM as well as working towards a legal framework and agreements as a common basis for collaboration.
  • Engaging in a thematic area for 2021 it will be the 50 years of Swiss Women Voting Rights. We are in the process of developing a Swiss-wide path focusing on this historic event. This includes partnering with cultural institutions organising specific exhibitions around this topic and offering access to archival material and information on female personalities in order for the volunteers to work on women related biographies. Wikimedia CH would like to cover different aspects such as “Women in the Industry”, “Women in Diplomacy and Politics”, “Women in Art & Culture”, “Women in Science” and so on. Due to the uncertainty regarding the further development of the pandemic, Wikimedia CH will focus on activities involving small groups of participants instead of organising major events. For implementing this additional extensive programme activity, WMCH needs to engage and mobilise the GLAM community so that they can take over the lead on single events and co-organise these together with relevant cultural institutions – of course with Wikimedia CH’s support.
  • Expanding into digital strategies to ensure operations independently from external factors. This concretely means to be prepared to move physical events into the online sphere, if necessary and possible, as well as further developing existing and exploring new digital formats to be integrated as stable components into the GLAM Programme.
  • Fostering cross-chapter collaboration and knowledge sharing in order to strengthen Wikimedia CH’s collaboration with other chapters and share our competence, knowledge and tools with others. The association aims to make the GLAM statistical tool accessible for the benefit of other GLAM institutions in the world. It is currently in the process of sharing the tool with Wikimedia Israel and engaging Wikimedia Sweden.

Programmatic Outlook GLAM 2021 (non-exhaustive overview):

Wikimedia CH intends to keep the framework presented in its 2020 annual plan consisting of the three pillars :

  • “GLAM Organization”,
  • “GLAM Partnerships & Projects” and
  • “GLAM Digital Competence & Technology”

In order to make its action plan comparable.


Planned outcome (target) Explanation
Total # of participants 150 As per 2020, due to:
  • the uncertainty regarding the development of the pandemic in 2021,
  • launching online projects,
  • working within GLAM institutions, having only one institutional account.

It is therefore very difficult to measure the exact number of effective participants.

# of new editors 25 In Switzerland mostly experienced users participate in GLAM activities.
#number of content pages created or improved 5 000 As per 2020.
Content reused by other Wikimedia projects 2 000 As per 2020.
# of people reached in CH 250 000 As per 2020.


Program 2: Education

 
Education Programme - Wikimedia CH 2021

The Education Programme 2021 will focus on:

  • Schools: educational solutions will be proposed to schools that make use of Wikimedia projects in their classes. Similarly, associations and partners will be approached, promoting and furthering our open education platform. Although currently in its beta version, Wikimedia CH’s new platform “OpenEdu” is already receiving good feedback from potential partners and other chapters; it will form one of the main pillars of the programme geared towards schools. Pedagogical and didactical aspects are finally highlighted as they should, respecting European and Swiss relevance criteria and competences in education. We are thus aiming at connecting Wikimedia CH with educational institutions like UNESCO, the European Union, and the United Nations, who share the same vision.
  • Universities, where the curricula will be improved by offering successful models and case studies, but above all by proposing Wikimedia projects showcasing a modern and innovative solution for scientific research. The “skills for life model” will be the privileged and focuses on the presentation of Wikimedia projects as solutions for universities when it comes to the acquisition of skills that are of major importance in the work environment. Edit-a-thons will be carried out on key topics such as “50 years of voting rights for women” with the aim of consolidating existing partnerships and creating new ones.
  • Lifelong learning will be the second pillar of our educational plan for 2021. Switzerland and the European Commission are moving towards a concept of education that permeates a person's entire life. With this part of our programme we would like to offer training solutions on some tools - such as Wikidata - to professionals and teachers. The final objective of this activity will be to certify knowledge with a final certificate being delivered upon successful completion in order to gain future recognition.
  • Re-organisation and partnerships within the educational realm of Wikimedia CH. Here, the focus will lie on strong and reliable partnerships and the creation of a so called “scientific committee” to support the association’s work, as an important step to increase quality.
  • Digital innovation to be proposed to teachers and to educators alike. Wikimedia CH does not aim for directly intervening in schools due to scarce human resources, but instead proposes tools and solutions to teachers. The association has received strong proposals from within the community such as “Dico des Ados” and “Klexikon” which will support this initiative.



Planned outcome (target) Explanation
Total # of participants 800 As per 2020.
# of new editors 100 As per 2020.
#number of content pages created or improved 1 000 The Education programme is not the best suited to create content on pages but we are nevertheless keeping the same numbers as in 2020.
Content reused by other Wikimedia projects 2 000 As per 2020.
# of people reached in CH 500 000 Increase connected with the launch of Openedu.ch.


Program 3: Community

 
Community Programme - Wikimedia CH 2021

Our annual plan for Community continues to have four main directions:

  • Community Health,
  • Community Building,
  • Community Recruitment and Outreach, and
  • International Collaboration.

Community Health aims at retaining volunteers that have contributed to Wikimedia projects for more than one year. Community Building intends to help more recent volunteers to continue to engage with Wikimedia projects. Community Recruitment and Outreach aims at recruiting volunteers who do not yet contribute to Wikimedia projects. Wikimedia CH will continue its gender, handicap, and race diversity programmes: Art+Feminism events in German and French, Sans pagEs events, events with the Swiss Intersex association (for gender inclusivity), Noircir Wikipedia (to add more black people and cultures on Wikipedia and Wikidata). These events fulfil all four of our main directions of action and relate to knowledge equity (Movement Strategy 2030). What is more, in 2021, Wikimedia CH would like to start motivating its volunteers by offering medals for long-terms contributors at a specific “WikiSwiss Awards Ceremony”. The monitoring of volunteer’s activities using various tools will also gain in importance.

Besides our ongoing projects, the association will start organising events around climate change and with new partners such as the Red Cross, in order to fulfil needs concerning knowledge as a service and knowledge equity for Wikipedia readers and contributors.

Last but not least, 2021 will see a major event happen in Switzerland on the occasion of the 20 years existence of Wikipedia which will be combined with the Award ceremony.


Planned outcome (target) Explanation
Total # of participants 1 500 Increase compared to 2021 as a major event is planned for the 20 years of Wikipedia – incl. more than 100 people (depending on COVID situation).
# of new editors 100 As per 2020.
#number of content pages created or improved 20 000 As per 2020.
Content reused by other Wikimedia projects 5 000 As per 2020.
# of people reached in CH 500 000 As per 2020.


Program 4: International and National (Public Relations)

 
Outreach Programme - Wikimedia CH 2021

At WMCH we believe that as an association of such notoriety we can and should use our unique position to influence and make our point wherever necessary and possible. As 2020 continued to show, this can successfully be done in Switzerland, where WMCH is already seen as a prominent partner and stakeholder when it comes to issues related to the digital world and its environment. WMCH’s involvement on the European and international level is also seen as crucial since on one hand European law influences what is happening in Switzerland and on the other hand, many organisations and associations have their headquarters here: thanks to its special status, Switzerland is home to many organisations such as the UN, the international sports movement, etc. but also to non-profits, foundations and associations. Moreover, many international companies and start-ups do also have their European headquarters in Switzerland which allows WMCH to diversify its efforts and tackle various prominent partners, namely their CSR (Corporate Social Responsibility) departments, technology and innovation/media labs and hubs etc.

So far, WMCH has partnered very successfully with the association ParlDigi since 2018, reaching out to public authorities but also many other potential partners in Switzerland and thus beginning to establish itself as a trusted partner. In 2021, this precious work as well as WMCH’s implication in the FKAGEU network and the EU outreach will be followed. What is more, WMCH will continue reaching out to its neighbour Chapters seeking to pool resources and projects as well as participating in the wider Wikiverse activities where necessary. Wikifranca is a very good example, where in 2019 activities started to be jointly coordinated for the French-speaking countries and where Switzerland participated with scholarships, funding and attendance. What is more, in 2021 Wikimedia CH will become one of the founding partners of the Wikifranca Association to be newly created in Switzerland.

In addition, 2021 will see the pursuit of two major threads in terms of outreach:

  • 50 years of voting rights for women in Switzerland, and
  • 20 years of Wikipedia.

This will enable Wikimedia CH to become more visible and explore new fields of action. As usual, new partnerships and collaborations will also be sought. Wikimedia CH’s Programme line 4 completely embraces the Wikimedia Movement Strategy enforcing it nationally and internationally through its activities, notably by building partnerships and capacity as well as by ensuring sustainable revenue streams.

Metrics: The impact is mainly measured through the PR value (also social media impact) as this is a reliable way of evaluation in a given year as well as through fundraising and capacity building goals. Media clippings and other efforts will help us in that sense. Of course, it takes a long time to build and sustain viable partnerships, hence time will help assessing the effectiveness of all undertaken measures. WMCH is still trying to augment the so-called “top of mind awareness” as many people don’t even know that there is an association behind Wikipedia and other wiki projects.


Planned outcome (target) Explanation
Total # of participants NA
# of new editors NA
#number of content pages created or improved NA
Content reused by other Wikimedia projects NA
# of people reached in CH 300 000 - 400 000 Based on calculations of the PR Value (Advertising Cost Equivalent - measure of difference in cost between paying for advertising space and placing an equivalent editorial piece) and the approx. number of people reached through the activities.



Staff and contractors: upcoming year's annual planEdit

List of staff by department or function.
You can use this table (or substitute your own list) to show us the number of FTEs (fulltime equivalents) for each department or function, where one person working at 100% time would be counted as 1.0. We need this information about the total number of staff (FTEs) you plan to have by the end of the current funding period, and staff you plan to have by the end of the upcoming funding period.

Table 4

FTEs
Department or function End of current funding period End of upcoming funding period Explanation of changes
Executive Director 0.8 0.8 0
GLAM Program & Partnership Manager 0.8 0.8 0
Community Liaison for German-speaking Switzerland 0.8 0.8 0
Education Manager and Community Liaison for Italian-speaking Switzerland 0.6 0.6 0
Community Liaison for French-speaking Switzerland 0.7 0.6 Our current employee needs to downscale her activities.
Outreach & Program Communication Manager 0.9 0.9 0
Finance and HR Manager 0.5 0.5 0
Finance and HR Officer 0 0.5 WMCH needs one full-time accountant; WMCH has 0.5 FTE currently and our other accountant is outsourced. In 2021 this person will become staff to ensure efficient and smooth operations.
Stakeholder Relations & Fundraising Manager 0.9 0.9 0
Project Assistant 0 0.5 With the upcoming 20 years of Wikipedia, the creation of Wikifranca as well as other planned projects within WMCHs impact directions, assistance is more than needed.
Total (should equal the sum of the rows): 6 6.9 0


Financials: upcoming yearEdit

Detailed budget: upcoming yearEdit

Please link to your organization's detailed budget showing planned revenues and expenses for the upcoming funding period (e.g. 1 January 2017 to 31 December 2017). This may be a document included on this Wiki (Meta) or a publicly available spreadsheet.

Revenues: upcoming yearEdit

Please use this table to list your organization's anticipated revenues (income, or the amount your organization is bringing in) by revenue source (where the revenue is coming from) in the upcoming funding period (e.g. 1 January 2017 to 31 December 2017).

  • Use the status column to show if this funding is already guaranteed, if you are in the process of requesting funding, or if you are planning to request funding at a later time.
  • Please include in-kind donations and resources in this table, as applicable, and use the status column to show that they are in-kind resources.
  • Do not include money you plan to draw from your reserves during the upcoming funding period.

Table 5

Anticipated revenues for the upcoming funding period
Revenue source Currency requested US dollars Status (e.g. guaranteed, application)


APG grant 2021 0 0 -
Membership Fees 14,000 - anticipated
WMF Fundraising costs (10%) of funds raised 153,420 - anticipated
Donations WMCH (small, medium, major donors) 1,438,000 - anticipated
Pro-bono/in-kind donations 2,500 - ancipated
Income of courses/conferences 200 - anticipated


Table 5 notes: If your organization has significant funding other than FDC funds, please note how those funds will be used.

  • WMF Fundraising costs (10%) of funds raised, based on the assumption of a +20% raise in our target (currently at 1'228'500 CHF)

Difference spent/income: +- 10'380 based on the following assumptions: * Increase campaign income for WMCH

  • Increase of course and conference revenues
  • Increase membership fees -or reminders via emailslight
  • Increase pro bono


Verification and signatureEdit

Please 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. General operating support through the FDC may not be used to cover political and legislative activities, although you may make a separate grant agreement with the WMF for these purposes.
I verify that no funds from the Wikimedia Foundation will be used
for political or legislative activities except as permitted by a grant agreement
Yes


Please sign below to complete this proposal form.

IMPORTANT. Please do not make any changes to this proposal form after the proposal submission deadline for this round. If a change that is essential to an understanding of your organization's proposal is needed, please request the change on the discussion page of this form so it may be reviewed by FDC staff. Once submitted, complete and valid proposal forms submitted on time by eligible organizations will be considered unless an organization withdraws its application in writing or fails to remain eligible for the duration of the FDC process.
Please sign here once this proposal form is complete, using four tildes. Jenny WMCH (talk) 20:52, 23 November 2020 (UTC)