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

Proposal by Wikimedia Sverige to support its annual plan with 3,038,500 SEK (352,013 USD).

Comment on Wikimedia Sverige's proposal here

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We ask that you please don't make any changes directly to this page after the proposal submission date, but comment on the discussion page.

If you need to review the edit instructions you will find them in the edit intro.

• 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
Revenue Spending or Expenses Currency requested Staff Long-term contractors Rate of change Annual plan Funding period Fiscal year	2016 Draft WMF Strategy Wikimedia project	Grant metrics Program Objective Goal Target Needs assessment Logic model Impact

Overview

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

• See page 4-11 here for an overview and page 16-28 for details about the projects

2. Name, fiscal year, and funding period.

• Legal name of organization: Wikimedia Sverige
• Organization's fiscal year: 01/01-12/31
• 12-month funding period requested: 01/01/21-12/31/21
• Currency requested: SEK
• Name of primary contact: John Andersson

3. Amount requested.

Table 1

	Currency requested	US$
Total expenses for the upcoming year	9,547,587	1,106,096
APG funding requested for the upcoming year	3,038,500	352,013
Amount of funding received from WMF for the current year	2,950,000	341,760

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?

• To collect inputs and ideas we organize Member meetings each year. The largest one usually take place during the period August-November where the plans developed by the office and the board are shared. During the meeting thoughts and ideas from the members are collected to further help develop and refine the plans in preparation for the Annual General Meeting.
• At each Annual General Meeting the members are presented with a document outlining the detailed plans for the current year and a separate document outlining the general directions and plans for the following year. Both are voted on and amendments can be added.
• The staff and board frequently inform and interact with the online communities on Swedish language Wikipedia, Wikimedia Commons and Wikidata about work relevant to them. The GLAMwiki communities across the world has been a key target group where we frequently engage on different platforms.

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.

• Strategic plan
• Current annual plan

Financials: current year

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).

Table 2

Financials for the current funding period
Revenues or expenses	Planned (budgeted)		Actual, until one month before the proposal due date		Projected
	Currency requested	US dollars	Currency requested	US dollars	Currency requested	US dollars
Revenues (from all sources)	11,090,040	1,284,790	10,025,061	1,161,411	10,773,074	1,248,069
Expenses	11,090,040	1,284,790	7,512,677	870,349	9,305,468	1,078,046

Table 2 notes:

• The budgeted numbers above reflect the budget submitted for our APG proposal 2019-2020, not our most recent revised version of the budget.
• Some of the funds received during 2020 are tied to work commitments which extend into 2021.

Programs: upcoming year's annual plan

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.)

See overview of Wikimedia Sverige's metrics on page 11-14 here.

2. Please list your goals and objectives for each program. Please be sure your objectives meet all three criteria for each program

• The objectives listed are each SMART: specific, measurable, attainable and relevant, and include time-bound targets.
• Include both qualitative targets and quantitative targets, and remember to highlight your baseline metrics.
• Provide any additional information that is important to our understanding of this program. For example, you may include needs assessments, logic models, timelines, tables, or charts. Share how this program will contribute more broadly to movement learning, or explain how your program aligns with important Wikimedia priorities such as increasing participation and improving content on the Wikimedia projects.

See an overview of Wikimedia Sverige's goals and objectives for each program here.

Staff and contractors: upcoming year's annual plan

1. Please describe your organization's staffing plan or strategy here, and provide a link to your organization's staffing plan or organogram if you have one.

• As part of Wikimedia Sverige's initiative to become to take a larger role in the Wikimedia movement around content partnerships, with the intention to become a Thematic hub in the future, the organization will continue its process of restructuring to better accommodate an increased international workforce. As the details of this restructuring are worked out, and the financial scope of the implementation work of the global strategy recommendation is established, throughout the remainder of 2020 and start of 2021. The list provided below may not accurately reflect the status at the end of the upcoming funding period as the size of the grant for the work and on other external funds earned the size of the workforce will potentially allow the organization to increase faster.
• During the year we will engage Face2Face recruiters for our fundraising efforts, however, they will not be working during the winter months, and as such will not show up in the table below.
• In addition to staff Wikimedia Sverige engages, or supports, various contractors working with UNESCO, EU lobbying or technical development. Wikimedia Sverige further acts as a fiscal sponsor (for WMF and externally funded projects) where some of those expenses go towards the recipients staff costs. Neither of these are counted towards the staff costs later in this section.

2. 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	1	1
Chief Operating Officer	1	1
Product Manager	0	1	1 Product Manager will be hired in the last quarter of 2021 if WMSE secures long term funding.
Project Managers	3	3
Developers	3	5	2 Developers will be hired in the last quarter of 2021 if WMSE secures long term funding.
Project Assistants	1.8	1.8
Workshop leader	1	1
Total (should equal the sum of the rows):	10.8	13.8	See above and first part of this section.

Table 4 notes or explanation of significant changes:

3. How much does your organization plan to spend on staff by the end of the current funding period, in currency requested and US dollars?

• 6,889,578 SEK (798,163 USD) per original budget

4. How much does your organization plan to spend on staff by the end of the upcoming funding period, in currency requested and US dollars?

• 6,788,061 SEK (786,402 USD)

Financials: upcoming year

Detailed budget: upcoming year

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.

• https://docs.google.com/spreadsheets/d/1u7_E3R0Qjpz95f0sKeirw05AoHfrlJ2mYgwLK-bgTaI/edit?usp=sharing

Revenues: upcoming year

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)
Membership fees	115,000	13,323
Donations	200,000	23,170
Wikimedia Foundation (FDC)	3,038,500	352,013	application
Interest, misc	15,000	1,738
Other grants	920,000	106,583
Trackuback/Vinnova	75,000	8,689	guaranteed
National Library of Sweden	300,000	34,755	application
Kulturbryggan	348,749	40,403	guaranteed
Vinnova	179,000	20,737	85% guaranteed (the Wikispeech for AI 2020 is guaranteed which account for 85%, the Samsyn 2018 project is not guaranteed)
Swedish Institute	200,000	23,170	application
Swedish National Heritage Board	205,121	23,763	application
Wikimedia Foundation (non-FDC)	2,908,524	336,955	20% guaranteed (the Tools for Partnerships 2020 is guaranteed which account for 20%, but the application for Implementation of global strategic recommendations 2021 is not guaranteed)
Swedish Post and Telecom Authority	1,042,693	120,797	guaranteed
FsData	2,088	242	in-kind
The Swedish Internet Foundation	215,808	25,002	in-kind
Google	28,415	3,292	in-kind
The Generation	900	104	in-kind
Total revenues (should equal the sum of the rows):	9,794,798	1,134,735	-

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

• See budget document for breakdown of Non-FDC funding.
• In kind donations are for server/web hosting (FsData, The Generation), subsidized office space (The Swedish Internet Foundation) and Google Workspace for Nonprofits (Google).

Operating reserves: current and upcoming years

Please note that there is a policy that places restrictions on how much FDC funding your organization can use to build its operating reserves. If you would like to use FDC funding to for your organization's reserves, you must note that here. You will not be able to decide to allocate FDC funding from this grant to your reserves at a later date.

1. What is your plan for maintaining, building, or spending your reserves in the current year and the upcoming funding period? Please use the table below to show the amounts in your reserves at the beginning, year-to-date, and end of your current year, and the amount you plan to have in your reserves by the end of the upcoming funding period.

Table 6

Year	Year start	Year start (US)	Year-to-date	Year-to-date (US)	Year end	Year end (US)
Current year (e.g. 2017)	1,057,239	122,482	1,585,939	183,732	2,135,939	247,450
Upcoming year (e.g. 2018)	-	-	-	-	2,685,939	311,168

2. How much FDC funding is your organization requesting to add to your reserves in the upcoming funding period? If you are not requesting any FDC funding to add to your reserves in the upcoming funding period, you can write zero.

• 400,000 SEK (46,340 USD)

Expenses: upcoming year's annual plan

1. Expenses by program (excludes staff and operations).

Program expenses are the costs associated specifically with your organization's programs, and do not include operating expenses or staff salaries, which will be described in separate tables. Program expenses may be the costs of an event, the costs of outreach materials specific to a program, budgets for microgrants and reimbursements, or technical costs associated with specific programs, for example. The programs listed in this table should correspond to the programs you have listed in the programs section of this proposal form.

Table 7

Program	Currency requested	US dollars
Access	347,500	40,258
Use	544,049	63,029
Community	243,319	28,189
Enabeling	97,811	11,331
Total program expenses (should equal the sum of the rows)	1,232,679	142,807

Table 7 notes: If your organization has significant funding designated for specific programs (e.g. a restricted grant), please make a note of that here.

• See the budget document for breakdown of any restricted grants.

2. Total expenses. Please use this table to summarize your organization's total expenses overall.

These are divided into three categories: (1) staff expenses from Table 4 (including expenses for staff working on both programs and operations), (2) expenses for programs from Table 7 (does not include staff expenses or operations expenses), and (3) expenses for operations (does not include staff expenses or program expenses). Be sure to check the totals in this table to make sure they are consistent with the totals in the other tables you have submitted with this form. For example, your total program expenses excluding staff will be equal to the total in Table 7, while your total staff expenses will be equal to the total in Table 4 and your total expenses will be equal to the total in Table 1.

Table 8

Expense type	Currency requested	US dollars
Program expenses (total from Table 7, excludes staff)	1,232,679	142,807
Operations (excludes staff and programs)	976,847	113,169
Upcoming staff total expenses (from Table 4)	6,788,061	786,402
Total expenses (should equal the sum of the rows)	8,997,587	1,042,378

Table 8 notes:

Verification and signature

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

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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.

John Andersson (WMSE) (talk) 23:44, 30 November 2020 (UTC)