Grants:Programs/Wikimedia Community Fund/Wikimedia Taiwan Annual Plan 2023/Final Report
Report Status: Under review
Due date: 2024-01-31T00:00:00Z
Funding program: Wikimedia Community Fund
Report type: Final
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General information edit
This form is for organizations, groups, or individuals receiving Wikimedia Community Funds or Wikimedia Alliances Funds to report on their final results.
- Name of Organization: Wikimedia Taiwan Association
- Title of Proposal: Wikimedia Taiwan Annual Plan 2023
- Amount awarded: 137321 USD, 4191180 TWD
- Amount spent: 3702393 TWD
Part 1 Understanding your work edit
1. Briefly describe how your proposed activities and strategies were implemented.
2024年Wikimedia Taiwan採用了新框架來歸納我們的策略，其中「伙伴連結」是較新的領域。我們在這裡嘗試了新的系統(CRM)以及廣告A/B測試的方法，更科學化地了解我們工作的成果。不過今年因為還在熟悉工具的階段，還沒有能夠有效利用這些工具規畫出促進連結的方法與頻率。在一些工作上我們面臨無法吸引社群認同並加入的狀況，也在需要大量人力的館聯計畫上造成人力不足。
另外兩個領域雖然多半是過去熟悉的業務，我們在過去基礎上採取兩個方法增加創新，一個是提供更多的報告、紀錄，使學習心得可以傳承為組織的內化知識；另一個是替活動增加子項目，以嘗試新且較有風險的領域。
2. Were there any strategies or approaches that you felt were effective in achieving your goals?
我們和一些外部社群合作已經達成了不錯的成效，例如協助台南一處社區的組織建置地方知識，工作成果就吸引台灣的文化部來與我們尋求合作，進一步找到館聯專案嘗試的起頭。無人空拍機社群的合作也拓展了未來工作的可能性。
除此之外提供國際連結的機會也會激發許多工作的創意，尋求低成本、語言屏障低的方法鼓勵更多交流是很重要的。
3. Would you say that your project had any innovations? Are there things that you did very differently than you have seen them done by others?
如同第一題中的回答，我們嘗試了新的工具CRM系統及臉書廣告的A/B Test。
CRM系統在過去曾被建議使用，但當時評估過於消耗工作時間，在去年我們試著以這個系統進行會員及合作者的互動管理，以利之後改善我們與這些人的互動關係。今年的主要發現是系統內的，包括我們規範了怎麼在系統中歸納活躍志工的所屬專案；以及利用新系統更有效率管理會員的會籍狀況。
A/B Test 不是新的工具，但也我們第一次有意義地去討論臉書宣傳文應該如何取主題。我們在測試中發現針對普世價值議題、以負面警示的方式敘述，召喚人們參與維基以改善壞結果的宣傳最有成效，但是受眾也有強烈的性別落差。這有助於我們精確擬定更好的活動宣傳。
4. Please describe how different communities participated and/or were informed about your work.
去年社群很大幅度接下了主要活動執行的工作，使我們更專注在策略及支援上。Wikidata社群與新樂園合作的Wikibase研究，以及和OpenStreetMap合作的專案，都由台灣分會擔任支Physical sponsor；Wikidata Conference 2023也是基本由Wikidata社群籌辦，我們在旁協助行政、帳務管理等工作。女性社群則大致主導了藝術與女性主義編輯松的企畫。
有一些社群則由我們提供專案教學、並提供企畫建議。包括館聯專案、台南學甲社群等。
我們也透過一些會議(發起人不一定是台灣分會)強化與社群在工作上的相互理解，特別是反覆介紹2030戰略目標與他們可能的關聯。
5. Documentation of your impact. Please use the two spaces below to share files and links that help tell your story and impact. This can be documentation that shows your results through testimonies, videos, sound files, images (photos and infographics, etc.) social media posts, dashboards, etc.
- Upload Documents and Files
- Here is an additional field to type in URLs.
- 我們的 A/B Test 報告：
https://docs.google.com/document/d/1aJBuYPq6rNeJJTgC9Uhw8gf7F8AxZ84JNqBTkrUWfQs/edit?usp=drive_link (第一次) https://docs.google.com/document/d/1bj2QDZtdUZVj5cITmg1BZtL-5pN9jli_Dqk00U7ZEOI/edit?usp=drive_link (第二次)
台灣原住民電視台節目討論族語專案的節目： https://www.youtube.com/watch?v=aGGa4OgxIdU
學甲社群獲台灣新聞媒體報導： https://news.ltn.com.tw/news/life/breakingnews/4419871 https://www.chinatimes.com/realtimenews/20230906003277-260405?chdtv
6. To what extent do you agree with the following statements regarding the work carried out with the support of this Fund? You can choose “not applicable” if your work does not relate to these goals.
| A. Bring in participants from underrepresented groups | Strongly agree |
| B. Create a more inclusive and connected culture in our community | Agree |
| C. Develop content about underrepresented topics/groups | Strongly agree |
| D. Develop content from underrepresented perspectives | Neither agree nor disagree |
| E. Encourage the retention of editors | Agree |
| F. Encourage the retention of organizers | Neither agree nor disagree |
| G. Increased participants' feelings of belonging and connection to the movement. | Agree |
7. Is there anything else you would like to share about how your efforts helped to bring in participants and/or build out content, particularly for underrepresented groups?
N/A
Part 2: Your main learning edit
8. In your application, you outlined your learning priorities. What did you learn about these areas during this period?
1. 我們與會員、社群、合作伙伴、潛在合作伙伴之間的互動頻率、形態為何？以及不同的頻率和形態可能對關係造成什麼樣的影響。
因為是第一年的關係，我們對於這個學習點只能建立基礎數據，還沒有更進一步的觀察；一個粗淺的理解是：我們今年發佈活動資訊給會員的頻率由每月提升到每週，以密集但少量的資訊來做聯絡，但是會員並沒有提高活動參與度。
- 2. UCoC對中文維基百科社群有何影響？
這項目發現推廣並不容易，我們的課程因人數不足而取消，且UCoC似乎還未被中文維基社群認知為重要管理原則。
- 3. 如何強化小語言社群與維基媒體運動的連結、如何產生金錢以外的編輯誘因。
與國際社群交流、激盪想法，以及塑造認同感對他們來說有很多的誘因。今年多個社群都在著手設計他們的識別標誌，對台灣分會補助Wikimania 2023參與也非常有回應。
- 4. 在轉型為HUB的ESEAP中，台灣與其他區域內國家如何合作互動、這些互動產生什麼影響？
在ESEAP Hub的討論過程中碰到滿多難題，各個國家之間的文化習慣、社群發展特色都需要許多的協調。但是台灣在Hub的推進上有盡力做到我們的責任，提供許多經驗跟制度的建議。
9. Did anything unexpected or surprising happen when implementing your activities?
我們在館聯專案發生了非常多的意外，原因來自於對與政府單位合作上的不熟悉。包括：
- 1. 在初期擬定計畫目標時，雖然我們已經警告目標過大，但是被合作單位以「先嘗試」為由說服。當我們預期前期的緩慢進度可以足以證明我方的評估準確，使公部門修正目標，但後來發現降低目標需要非常繁瑣的行政程序。這也讓我們理解未來必須在前期多加堅持。
- 2. 一些合作館舍在接到上級單位交付的任務後，會迅速招標給外部廠商執行。這個過程會導致更難修正不合理的目標。
- 3. 我們發現翻譯條目到英語維基百科有非常多的困難，包含若只有中文紙本來源時可能會不被接受，即便以其他方式保證文獻可靠性，草稿審核志工也不太願意開啟我們提供的文件核對。一些生物分類上的歧見，會使英語世界不熟悉的區域物種(或亞種)被挑戰是否存在或是否可獨立成條目；以及作品名稱的翻譯很容易被視為難以理解。由於世界性的條目英語版比中文版豐富，能由中文譯為英文的多為具有地域特色，可能只有中文文獻關注的內容，這會使得未來規畫相關翻譯案上，我們能夠選擇的標的要更加有所限制。
10. How do you hope to use this learning? For instance, do you have any new priorities, ideas for activities, or goals for the future?
1. 數位工具的部分，會在今年的基礎上持續觀察比較，以得出更精確的資訊。
- 2. 社群上我們會再嘗試以比較小規模、和緩的方式經營館聯專案；以及更進一步鼓勵小語言社群成立自己的自治體。
- 3. 國際交流上，會以確定ESEAP hub的組織架構、同時將在區域有發展潛力的專案歸入這個平臺上去執行，以分會力量加速 Hub 發展其功能。
11. If you were sitting with a friend to tell them one thing about your work during this fund, what would it be (think of inspiring or fascinating moments, tough challenges, interesting anecdotes, or anything that feels important to you)?
會是與博物館之間探索條目寫作的過程，特別是檢視可寫作的知識清單。因為在那個過程中可以發現許多研究不足的部分，有時候也可以對某個知識領域研究進程有更多的理解。
12. Please share resources that would be useful to share with other Wikimedia organizations so that they can learn from, adapt or build upon your work. For instance, guides, training material, presentations, work processes, or any other material the team has created to document and transfer knowledge about your work and can be useful for others. Please share any specific resources that you are creating, adapting/contextualizing in ways that are unique to your context (i.e. training material).
- Upload Documents and Files
- Here is an additional field to type in URLs.
- 這是我們館聯專案中，控管各館舍寫作進度的表單：
https://docs.google.com/spreadsheets/d/1_libyO5RQvp2nNzi_2BAU6QKCgnxUEHlX2GZIPVMpgQ/edit?usp=sharing
這份是只針對我們的案子客製的表單，可以模仿、複製很有限，但是裡面很多細節是隨工作過程逐步調整到完整的，很多調整的原因或設計的考量都是可以參考的。
Part 3: Metrics edit
13a. Open and additional metrics data
| Open Metrics | Description | Target | Results | Comments | Methodology |
|---|---|---|---|---|---|
| CRM聯絡人數量 | 量化要求建立CRM聯絡人，以確保內部建立使用該服務的習慣。數字預估為：
理監事及工作人員以外會員20人、2023年合作伙伴12人、中文維基百科社群管理事務活躍台灣用戶10人、過往合作伙伴紀錄回溯20人，其他38人。 |
100 | 180 | 因為博物館專案帶來大量承辦人員，合作接觸人數有超出預期。 | CRM系統內紀錄 |
| CRM服務使用報告 | 質化評估新服務使用報告，期中、期末各一。報告內容主要需建立2023年互動習慣，做為2024年後持續比較、對照的基礎。 | 2 | 2 | 完成二份，第一份為質化，由行政專員就會員以此系統管理使用的情況進行分析，理解管理上的流程及可能的問題；第二份為系統發送電子報的閱讀、點擊情況分析，以做為明年度觀察是否有所改變的基礎。
https://docs.google.com/document/d/1cxga2NFizqenzvC2XXMhspjumJF_TdJ0QEaom8b0IzU/edit?usp=drive_link https://docs.google.com/spreadsheets/d/1Iq76SD2l5R3nCn_wetPrn8JrHT4RuebdrAIZ5SUQVGQ/edit?usp=sharing |
CRM系統內紀錄 |
| UCoC課程參與人數 | 針對UCoC開發的訓練課程參與人數。 | 15 | 0 | 此課程因社群意願不高，重做規畫。 | N/A |
| 語言峰會參與人數 | 台灣維基社群語言峰會參與者人數。預估：各語言代表7-10人，合作伙伴5-7人、本會代表2人、其他社群3人。 | 20 | 21 | 人數到達但代表性略有問題，阿美語代表5人，有些語言則缺乏代表。 | 此為活動現場紀錄
現場參與：16人(有各語言代表及其他社群) 本會工作人員：3人 場地方紀錄協力：2人 |
| Wikimania 2023 與會人數 | 台灣參與Wikimania 2023人數，預估15名補助 (含全額及部分補助)、5名自費。應以有參與台灣團行前、回國後互動者為限。 | 20 | 23 | 如預期完成，受補助者的報告也超出我們預期。 | 依據成立的Telegram群組統計21人，1名受補助者未成功加入，另有1名自費者未加入。 |
| Additional Metrics | Description | Target | Results | Comments | Methodology |
|---|---|---|---|---|---|
| Number of editors that continue to participate/retained after activities | N/A | N/A | N/A | N/A | N/A |
| Number of organizers that continue to participate/retained after activities | N/A | N/A | N/A | N/A | N/A |
| Number of strategic partnerships that contribute to longer term growth, diversity and sustainability | N/A | N/A | N/A | N/A | N/A |
| Feedback from participants on effective strategies for attracting and retaining contributors | N/A | N/A | N/A | N/A | N/A |
| Diversity of participants brought in by grantees | N/A | N/A | N/A | N/A | N/A |
| Number of people reached through social media publications | N/A | N/A | N/A | N/A | N/A |
| Number of activities developed | N/A | N/A | N/A | N/A | N/A |
| Number of volunteer hours | N/A | N/A | N/A | N/A | N/A |
13b. Additional core metrics data.
| Core metrics | Description | Target | Results | Comments | Methodology |
|---|---|---|---|---|---|
| Number of participants | 各類社群聚會：200人
線上賽事參與者：300人 館聯專案參與者：200人 教育專案：100人 國際會議：20人 維護事務訓練：50人 其他：約130 |
1000 | 1398 | 社群活動(Wikidata／地方聚會)參與人次共852、學甲30*
Wikimania、COSCUP 44 維基愛地球60、愛古蹟37 教育專案40(台科大)*、20(成大)* 國會助理：20* 館聯專案：駐館 80*、訓練工作坊120*、各館聯絡人25 原住民語工作坊及會議：50* 燕巢編輯：20
|
聚會統計由各社群回報，各社群統計方式有紙本簽到或是 Event & Program Dashboard
一些活動因場次多且不適合直接記錄，以平均場次人數乘以場次計算。 |
| Number of editors | 依前項參與者人數中聚會人數約50%，線上賽事、館聯專案及教育專案計90%預估，計整數 | 700 | 687 | 社群活動(Wikidata／地方聚會)參與人次共270、學甲10*
維基愛地球60、愛古蹟37 教育專案40(台科大)*、20(成大)* 館聯專案：駐館 80*、訓練工作坊120* 原住民語：30* 燕巢編輯：20 |
同前，扣除純講座活動人數 |
| Number of organizers | 小語言約10人，一般聚會約5人，其他專案5人 | 20 | 16 | 各地社群5人、Wikidata / OSM 2人、成大社團1人
女性2人、族語5人(阿美2、賽德克、排灣、布農各1) 台科大1人 |
| Wikimedia Project | Description | Target | Results | Comments | Methodology |
|---|---|---|---|---|---|
| Wikipedia | 編輯條目數 | 200 | 588 | 地方及女性聚會187、台科大10、館聯專案391 | 地方聚會以Event & Program Dashboard
台科大及館聯專案設有目標條目數量，可依完成情況統計 |
| Wikimedia Commons | 上傳檔案數 | 1000 | 1446 | 愛地球+愛古蹟828
Opendata Day 2023 568 其他50* |
Dashboard及Commons 分類 |
| Wikidata | 編輯數，依Events and Program Dashboard 統計 | 18000 | 29600 | Opendata Day 2023 | Dashboard |
| N/A | N/A | N/A | N/A | N/A | N/A |
| N/A | N/A | N/A | N/A | N/A | N/A |
14. Were there any metrics in your proposal that you could not collect or that you had to change?
No
15. If you have any difficulties collecting data to measure your results, please describe and add any recommendations on how to address them in the future.
N/A
16. Use this space to link or upload any additional documents that would be useful to understand your data collection (e.g., dashboards, surveys you have carried out, communications material, training material, etc).
- Upload Documents and Files
- Here is an additional field to type in URLs.
Dashboard舉例： https://outreachdashboard.wmflabs.org/courses/Wikidata_Taiwan/Open_Data_Day_Taiwan_2023/ https://outreachdashboard.wmflabs.org/campaigns/wikimedia_kaohsiung_community_meeting__2023_q3/programs https://outreachdashboard.wmflabs.org/campaigns/mowikiwmtw_community_2023/programs
Part 4: Organizational capacities & partnerships edit
17. Organizational Capacity
| A. Financial capacity and management | This has grown over the last year, the capacity is high |
| B. Conflict management or transformation | This has grown over the last year, the capacity is high |
| C. Leadership (i.e growing in potential leaders, leadership that fit organizational needs and values) | This capacity has grown but it should be further developed |
| D. Partnership building | This capacity has grown but it should be further developed |
| E. Strategic planning | This has grown over the last year, the capacity is high |
| F. Program design, implementation, and management | This capacity has grown but it should be further developed |
| G. Scoping and testing new approaches, innovation | This has grown over the last year, the capacity is high |
| H. Recruiting new contributors (volunteer) | This capacity is low, and we should prioritise developing it |
| I. Support and growth path for different types of contributors (volunteers) | This capacity is low, and we should prioritise developing it |
| J. Governance | This capacity has grown but it should be further developed |
| K. Communications, marketing, and social media | This capacity has grown but it should be further developed |
| L. Staffing - hiring, monitoring, supporting in the areas needed for program implementation and sustainability | This has grown over the last year, the capacity is high |
| M. On-wiki technical skills | This capacity has grown but it should be further developed |
| N. Accessing and using data | This capacity is low, and we should prioritise developing it |
| O. Evaluating and learning from our work | This has grown over the last year, the capacity is high |
| P. Communicating and sharing what we learn with our peers and other stakeholders | This has grown over the last year, the capacity is high |
| N/A | |
| N/A |
17a. Which of the following factors most helped you to build capacities? Please pick a MAXIMUM of the three most relevant factors.
Peer to peer learning with other community members in conferences/events, Peer to peer learning with other community members (but that is not continuous or structured), Using capacity building/training resources onlinee from sources OUTSIDE the Wikimedia Movement
17b. Which of the following factors hindered your ability to build capacities? Please pick a MAXIMUM of the three most relevant factors.
Lack of awareness of capacity building needs, Barriers to access training because of language, Lack of a need or interest in building these capacities
18. Is there anything else you would like to share about how your organizational capacity has grown, and areas where you require support?
N/A
19. Partnerships over the funding period.
| A. We built strategic partnerships with other institutions or groups that will help us grow in the medium term (3 year time frame) | Agree |
| B. The partnerships we built with other institutions or groups helped to bring in more contributors from underrepresented groups | Agree |
| C. The partnerships we built with other institutions or groups helped to build out more content on underrepresented topics/groups | Strongly agree |
19a. Which of the following factors most helped you to build partnerships? Please pick a MAXIMUM of the three most relevant factors.
Board members’ outreach, Volunteers from our communities, Partners proactive interest
19b. Which of the following factors hindered your ability to build partnerships? Please pick a MAXIMUM of the three most relevant factors.
Lack of interest from partners, Difficulties specific to our context that hindered partnerships, Local policies or other legal factors
20. Please share your learning about strategies to build partnerships with other institutions and groups and any other learning about working with partners?
今年度與館聯機構有大規模的合作，得出的學習有：
- 1.必須強力主導目標，這些機構若依執行狀況修改目標，過程會比維基社群複雜許多
- 2.公立館聯機構經常習慣只與上級機關交涉，要在合作初期就說明任何的規劃都需要維基社群參與，否則會造成許多誤會
- 3.跨語言計畫的合作仍有許多困難，特別是語言隔閡引發的不友善問題需要維基媒體運動內部想辦法先解決
Part 5: Sense of belonging and collaboration edit
21. What would it mean for your organization to feel a sense of belonging to the Wikimedia or free knowledge movement?
歸屬感可能來自於：
- 1. 發現自己的成果確實被視為品質良好知識且受到引用，證明其自由開放的性質。
- 2. 在討論自由知識相關議題時，被視為具有代表性及發言權的組織，我們累積的工作經驗被認為有助於這個領域的發展。
- 3. 在和同屬維基媒體運動陣營的團隊之間有共同的工作可以執行。
22. How has your (for individual grantees) or your group/organization’s (for organizational grantees) sense of belonging to the Wikimedia or free knowledge movement changed over the fund period?
Stayed the same
23. If you would like to, please share why it has changed in this way.
我們原本就是擁有極高度認同感且工作多年，所以很難提升已達上限的感受。
24. How has your group/organization’s sense of personal investment in the Wikimedia or free knowledge movement changed over the fund period?
Somewhat increased
25. If you would like to, please share why it has changed in this way.
不是很能從英文理解這個題目，機器翻譯後還是很困惑。但確實在工作過程中會不斷冒出新的想法，想投入精力與時間去經營，可能是投資意識的增加吧。
26. Are there other movements besides the Wikimedia or free knowledge movement that play a central role in your motivation to contribute to Wikimedia projects? (for example, Black Lives Matter, Feminist movement, Climate Justice, or other activism spaces) If so, please describe it below.
台灣本地的主體意識建立推動了很多工作。本土語言都是在這個脈絡下獲得重視，館聯專案也是基於推廣台灣文化在設計。此外這也影響我們以NGO身份代表台灣與各國交流的使命感。
Supporting Peer Learning and Collaboration edit
We are interested in better supporting peer learning and collaboration in the movement.
27. Have you shared these results with Wikimedia affiliates or community members?
Yes
27a. Please describe how you have already shared them. Would you like to do more sharing, and if so how?
我們會在幾個管道分享：
- 1. 維基媒體平臺如 wikimedia.outreach / diff / Wikiversity
- 2. 我們也很積極在國際會議提報議程分享
28. How often do you currently share what you have learned with other Wikimedia Foundation grantees, and learn from them?
We do this occasionally (less than once a month)
29. How does your organization currently share mutual learning with other grantees?
我們目前會針對台灣地區的受資助者提供申請書或報告撰寫經驗的口頭分享，如果有需求，也會提示他們過去執行過的相似活動或是可用的工具。
Part 6: Financial reporting and compliance edit
30. Please state the total amount spent in your local currency.
3702393
31. Local currency type
TWD
32. Please report the funds received and spending in the currency of your fund.
- Upload Documents, Templates, and Files.
- Report funds received and spent, if template not used.
- https://docs.google.com/spreadsheets/d/1_AefvlKaMsCprN6GDF8656ZybqXefR9P-HD1iR_Gbb0/edit?usp=sharing
33. If you have not already done so in your budget report, please provide information on changes in the budget in relation to your original proposal.
N/A
34. Do you have any unspent funds from the Fund?
34a. Please list the amount and currency you did not use and explain why.
扣除匯率損失後，有510,005(TWD，下同)未使用。
社群賦能及一般行政分別有224,313及260,752未動用，佔了大部分。 社群賦能的經費未動支來自於社群活動使用了許多免費資源，同時社群活動舉辦的需求浮動較大。 一般行政中較高差額來自薪資與交通，薪資是因為職員試用期後敘薪未達計畫上限；交通則是因為館聯專案有許多教學需求，在審慎的行程安排下，大部分的移動都由其他單位支付了。
34b. What are you planning to do with the underspent funds?
B. Propose to use them to partially or fully fund a new/future grant request with PO approval
34c. Please provide details of hope to spend these funds.
N/A
35. Are you in compliance with the terms outlined in the fund agreement?
As required in the fund agreement, please report any deviations from your fund proposal here. Note that, among other things, any changes must be consistent with our WMF mission, must be for charitable purposes as defined in the grant agreement, and must otherwise comply with the grant agreement.
36. Are you in compliance with all applicable laws and regulations as outlined in the grant agreement?
Yes
37. Are you in compliance with provisions of the United States Internal Revenue Code (“Code”), and with relevant tax laws and regulations restricting the use of the Funds as outlined in the grant agreement? In summary, this is to confirm that the funds were used in alignment with the WMF mission and for charitable/nonprofit/educational purposes.
Yes
38. If you have additional recommendations or reflections that don’t fit into the above sections, please write them here.