Estratégia/Movimento Wikimedia/2018-20/Recomendações

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Building our shared future

Recommendations for how we can achieve the Wikimedia 2030 vision

Content

Get started

Cover note

Gratitude

Welcome

Writers' Reflections

Narrative of Change

Community input

Principles

Process

Glossary

In 2017, we set ourselves an ambitious goal: to become the essential infrastructure of the ecosystem of free knowledge by 2030. So how can we get there? Our Movement has analyzed, discussed, and distilled ideas for our future into recommendations for how to bring this vision to life. These outline how we can grow sustainably and inclusively. They introduce ways we can make the most of new opportunities and meet the challenges of today and tomorrow. And how we can strive for knowledge equity and knowledge as a service. So that everyone – those already within our Movement and anyone who wishes to join – can play an effective role in capturing, sharing, and enabling access to free knowledge.

Get started

On the following pages, you will find the first version of the movement strategy document, comprising 13 recommendations for change, principles that underlie them, and an outline of how these recommendations connect and are designed, as a whole, to help align with our strategic direction.

You can read this content in English, Arabic, French, German, Hindi, Portuguese, and Spanish. It contains the welcome note, narrative of change, underlying principles, 13 recommendations, and process overview. The English version also contains a longer “Principles” section and expanded “Why” and “How” sections for each recommendation, which offer additional rationale and context. Beyond this, it features links to more detailed sections on “Community Input” for each recommendation.

The content of the recommendations is highly interdependent. To understand how the recommendations all connect, read through the narrative of change. From here, please read through the principles that have informed the development of the recommendations. Next, we encourage you to read each recommendation and review it from the perspective of your community or context. If you feel inclined, please post your thoughts on each recommendation’s talk page or in active forums within your language community. Finally, the process and future steps sections outline the steps that have gotten us to this point and what happens next.

Projetos de recomendações por grupo de trabalho

Introduction

No link abaixo, consulte as minutas de recomendações para mudanças estruturais para o nosso movimento. As recomendações foram desenvolvidas pelos nove Grupos de trabalho da Wikimedia 2030 e são o ponto de partida para conversas concretas sobre o tipo de futuro que queremos criar juntos para alcançar nossa Direção Estratégica e seus pilares do Conhecimento como Serviço e Equidade do Conhecimento. Os membros dos grupos de trabalho concluíram sua tarefa de redigir recomendações para mudanças estruturais em 1º de novembro de 2019, e agradecemos a eles por seu incrível esforço. O foco nos próximos meses será sintetizar essas recomendações preliminares em um conjunto coerente e acessível.

O que é isso?

Os membros do grupo de trabalho têm trabalhado incansavelmente por um ano para pesquisar o movimento, analisar as contribuições da comunidade compartilhadas via conversas na comunidade, para obter insights sobre tendências externas e chegar a uma visão compartilhada em diversas perspectivas.

Projeto de recomendações

Uma segunda iteração das recomendações foi desenvolvida pelos grupos de trabalho em setembro de 2019, após muitas conversas on-line e off-line com diversas partes interessadas de todo o nosso movimento na Wikimania 2019, nas páginas de discussão da 1ª iteração do rascunho de recomendações e em muitos eventos presenciais, como cúpulas regionais e salões de estratégia. A primeira iteração do rascunho de recomendações foi compartilhada em agosto de 2019, que você pode encontrar abaixo, apresentada em versões completas e abreviadas e com traduções disponíveis.

As recomendações não estão finalizadas. A fim de levá-los a esse estágio, sua contribuição é necessária! As vozes da comunidade são essenciais para trazer uma perspectiva ampla das mudanças que moldarão nosso futuro. Isso inclui afiliados, grupos e capítulos, a Fundação Wikimedia e comunidades nos diferentes projetos, idiomas e geografias. Gostaríamos de saber o que essas mudanças significariam para você em seu contexto local ou temático, o que você gosta nelas e onde você potencialmente vê problemas. E, claro, sempre questionar criticamente se essas recomendações apoiam a direção estratégica.

Como compartilhar seu comentário

O comentário desempenha um papel vital na validação e contestação das recomendações preliminares. É útil ter perguntas de orientação para ajudar as comunidades e grupos organizados da Wikimedia a avaliar o significado, a importância e a qualidade das recomendações. Aqui estão algumas sugestões:

  1. Leia as recomendações e apresente suas opiniões na página de discussão de cada recomendação.
    • Do que vocẽ gosta dessa recomendação? Do que não gosta? Por que?
    • O que esta recomendação significa para você nos contextos que são importantes para você - sua língua, seus projetos, sua região, seu grupo afiliado, sua identidade? Como você seria afetado?
    • O que é importante se ter em mente ao implementar essa recomendação? Que valores e ideias é importante que sejam preservados? Existem limites que não devemos ultrapassar?
    • Esta recomendação suporta nossa Direção Estratégica para se tornar o sistema de suporte para todo o movimento de conhecimento livre?
  2. Se você for participar da Wikimania, junte-se a nós no Espaço Estratégico Wikimedia 2030! Estaremos no prédio da Aula Magna na sala “Karman” no segundo andar com sessões durante todo o evento dedicadas a cada área temática. Descubra mais na programação da Wikimania.
  3. Compareça a um Salão Estratégico organizado por um afiliado onde você mora. Entre agosto e setembro, estaremos organizando salões em Berlim, Bolívia, Índia, Portugal e outros.
  4. Entre em contato com um Contato Estratégico em sua língua ou do seu grupo afiliado para compartilhar suas ideias ou para que você mesmo organize uma discussão.
O que está por vir?

As contribuições abertas da comunidade serão aceitas até o dia 15 de setembro, após o qual os grupos de trabalho irão aperfeiçoar e finalizar seu trabalho usando a contribuição do movimento, bem como aconselhamento e pesquisa externos. As recomendações finais serão compartilhadas publicamente em novembro e as discussões sobre a implementação começarão no início de 2020. Fique de olho na página "Participar" das atualizações do cronograma à medida que estiverem disponíveis.

Iteration 2 (September 2019)
Advocacia
  1. Transparency: A global network of Wikimedia advocates is built on community driven rules of engagement. Processes for decision making are known and comprehensible. There are established entry points for those who want to be involved or want to initiate advocacy activities
Discuss
  1. Diversity: Community actively seeks and provides a good environment and tailored pathways that attracts more people from a variety and diversity of languages and cultural backgrounds to engage in advocacy for Wikimedia on a local or global level
Discuss
  1. Global conversation: There is an established communication process for community advocates to have central conversations about advocacy
Discuss
  1. Knowledge management: There is constant knowledge management about methods, cases, success stories, and failures for all advocates to access and learn from, processed and maintained by, with and for them
Discuss
  1. Advocacy Hub: Movement advocacy efforts are streamlined and reinforced by a hub run with and for current and future advocates
Discuss
  1. Common positioning: The advocacy priorities of the Wikimedia movement are clearly articulated through a shared, highly visible and living document
Discuss
  1. Partnerships: Advocates for the Wikimedia movement are able to collaborate with and build upon an existing global network of partners working on aligned advocacy issues
Discuss
  1. Empowerment of advocates: Advocacy is recognized and encouraged as a valid pathway in the Wikimedia Movement
Discuss
  1. Self-Determination: Subsidiary decentralisation should be a model of collaboration for advocacy across the movement
Discuss
  1. Protection of Advocates: Advocates have access to clearly defined and accessible safety measures enabling them to work without having their personal and communal security compromised
Discuss
Desenvolvimento de capacidades
  1. Building Capacity for Capacity Building
Discuss
  1. Matching human assets and online knowledge resources with capacity building needs
Discuss
  1. Capacity Building Should Occur in Context
Discuss
  1. Provide Capacity Building for Organizational Development
    Or: Supporting communities in achieving their organizational development goals
Discuss
  1. Resources for Capacity Building
Discuss
  1. Evaluating Capacity Building
Discuss
  1. Online Training
Discuss
  1. Mentoring and leadership development
Discuss
  1. Recognizing Individuals
Discuss
  1. Independently governed Capacity Building ‘Unit’
Discuss
Saúde da comunidade
  1. A joint set of rules we all agree to live by (a.k.a. Code of Conduct)
Discuss
  1. Redefining power structures to better serve the communities
Discuss
  1. Building the leadership of the future
Discuss
  1. Structure for handling conflicts- before, during and after
Discuss
  1. Investing in building an inclusive global community
Discuss
  1. Newcomers are a key indicator to the success of the movement
Discuss
  1. “Democratizing” participation (making Wikipedia/Wikimedia everyone’s responsibility) and reducing barriers for participationn
Discuss
  1. Privacy and security for everyone
Discuss
  1. Opening the circle: All terrain readiness
Discuss
  1. Network to continually support community health
Discuss
  1. Aligning resource allocation with community health goals
Discuss
  1. Investing in equity-centered technologies
Discuss
Diversidade
  1. Introducing people-centered principles within the Wikimedia movement
Discuss
  1. Reaching a self-aware and dynamic structure aimed at community diversity and health
Discuss
  1. Redesigning the platforms for more diversity of people and content experiences
Discuss
  1. Planned community diversification
Discuss
  1. Reflective policies for participation and governance
Discuss
  1. Establishing partnerships in order to represent and protect worlds’ cultural diversity
Discuss
  1. Decentralized administrative structure for resource allocation
Discuss
  1. Bridging different local contexts and Wikimedia projects' notability and verifiability policies
Discuss
Parcerias
  1. Provide the knowledge needed for understanding and solving global issues
Discuss
  1. Wikimedia as steward of the Free Knowledge Ecosystem
Discuss
  1. Shared ecosystem of services and tools for content partnerships
Discuss
  1. Data partnerships approach to fulfill the vision of knowledge as a service for our partners
Discuss
  1. Focus on knowledge equity when determining priorities for Partnerships
Discuss
  1. Partnerships as part of a Distributed Vision
Discuss
  1. Partnerships as a shared and equitable resource and activity
Discuss
  1. Prioritise documentation
Discuss
  1. Invest in sharing knowledge about partnerships across the movement
Discuss
  1. Support the skills development of people working on partnerships
Discuss
  1. Invest in the leadership potential of community members
Discuss
  1. Establish recognition principles for new partners for attribution and content donation
Discuss
  1. Additional research for areas where we have identified issues but haven’t made recommendations
Discuss
Produto e tecnologia
  1. Evaluate and Decentralize Technology Components
Discuss
  1. Support Community Decision-making
Discuss
  1. Open Product Proposal Process
Discuss
  1. Deployment Council
Discuss
  1. Disseminate Product Knowledge
Discuss
  1. A. Improve Technical Contributor Engagement
Discuss
  1. B. Modernize Technical Contributor Tooling
Discuss
  1. Realize the Potential of the Third-Party Ecosystem
Discuss
  1. Movement Technology Ethics Review Process
Discuss
  1. Monitoring Product Trust and Availability
Discuss
  1. Developing an Evolving Technology Vision and Strategy
Discuss
Alocação de recursos
  1. Set Common Framework of Principles for Resource Allocation
Discuss
  1. Design participatory decision making for Resource Allocation
Discuss
  1. Recognize privileges / Design for equity
Discuss
  1. Distribute existing structures
Discuss
  1. Build Thematic hubs – to provide services to the free knowledge movement long term
Discuss
  1. Ensure flexible approach to resource allocation in a complex, fast moving and changeable space
Discuss
  1. Allocate resources for capacity and sustainability
Discuss
  1. Allocate resources to new types of partners/organisations (essential infrastructure of the free knowledge ecosystem)
Discuss
  1. Include knowledge consumers
Discuss
Fluxos de receita

Click here to learn more about the recommendations by RS Working Group

  1. Turn the Wikimedia API into a revenue source
  2. Provide Paid Wiki-related Services
  3. Monetize merchandise
  4. Expand global fundraising
  5. Develop non-fundraising revenue streams for affiliates
  6. Set a goal of financial sustainability for all movement actors
  7. Diversification of revenue channels
Funções e responsabilidades
  1. Scenario
Discuss
  1. All of this exists to support our primary purpose: free knowledge and its distribution (Original)
Discuss
  1. &3. Decentralisation and self-management
Discuss
  1. &5. Establish a Movement Charter
Discuss
  1. Wikimedia movement organisations will be governed by inclusive, diverse, and accountable boards
Discuss
  1. Capacity building
Discuss
Iteration 1 (August 2019)
Sumários abreviados dos rascunhos das recomendações
OOjs UI icon language-rtl.svg

Os resumos foram preparados para facilitar o engajamento, bem como a tradução para o árabe, francês, alemão, hindi, mandarim, português do Brasil e espanhol. As traduções serão carregadas assim que estiverem disponíveis:

Defesa
  1. A global network of Wikimedia advocates is built on community driven rules of engagement. There are established entry points for those who want to be involved or want to initiate advocacy activities. Processes for decision making are known and comprehensible.
Discuss
  1. Community actively seeks and provides a good environment and tailored pathways that attracts more people (professionals and volunteers) from a variety and diversity of languages and cultural backgrounds to engage in advocacy for Wikimedia on a local or global level.
Discuss
  1. There is an established communication process for community advocates to have central conversations about advocacy.
Discuss
  1. There is constant knowledge management about methods, cases, success stories, and failures for all advocates to access and learn from, processed and maintained by, with and for them.
Discuss
  1. Movement advocacy efforts are streamlined and reinforced by a hub run with and for current and future advocates.
Discuss
  1. The advocacy priorities of the Wikimedia movement are clearly articulated through a shared, highly visible and living document.
Discuss
Desenvolvimento de capacidades
  1. Building Capacity for Capacity Building
Discuss
  1. Matching human assets and online knowledge resources with capacity building needs
Discuss
  1. Capacity Building Should Occur in Context
Discuss
  1. Provide Capacity Building for Organizational Development
    Or: Supporting communities in achieving their organizational development goals
Discuss
  1. Resources for Capacity Building
Discuss
  1. Evaluating Capacity Building
Discuss
  1. Online Training
Discuss
  1. Mentoring and leadership development
Discuss
  1. Recognizing Individuals
Discuss
  1. Independently governed Capacity Building ‘Unit’
Discuss
Saúde da comunidade
Discuss
Discuss
Discuss
Discuss
Diversidade
  1. Code of Conduct
Discuss
  1. Content Diversity Metrics and Guidelines
Discuss
  1. Digitization and Resource Prioritization for Marginalized Groups
Discuss
  1. Adopting Body Quotas for All Governing Bodies
Discuss
  1. Identifying the Wikimedia Editing and Community Diversity Barriers in Each Country and Introduce Them in Wikidata
Discuss
  1. Parameterized User Pages for Encouraging and Measuring Community Diversity
Discuss
  1. Ombudsperson / Community-WMF Liaison
Discuss
  1. Resource Allocation for Securing Diversity in International Collaborations
Discuss
  1. Terms of Use/Licensing Policy
Discuss
  1. Wikioral, a Project with Voice Recordings
Discuss
  1. Creating a Wikipedia Diversity Newsletter
Discuss
  1. Language diversity
Discuss
  1. Notability and Reliable Sources
Discuss
Parcerias

*Note: some of the recommendations are not based on full consensus of all the members of the working group yet. We are looking forward to discussing the nuances of these at Wikimania.

“How might we build Wikimedia into an effective convener of impactful partnerships, coalitions, and collective action based on a shared vision of free Open Knowledge Movement, such as the “Big Open” framework? What should be the purpose of such partnerships?”

Summary of recommendations

  1. A Framework that Supports Partnerships
Discuss
  1. Partnerships as a shared and equitable resource and enterprise
Discuss
  1. Partnerships as part of a Distributed Vision
Discuss
  1. Partnerships need practices that foster institutional memory
Discuss
  1. Define priorities for partnerships so that all key aspects of building the free knowledge ecosystem are covered
Discuss
  1. A single point of entry for partners to engage with Wikimedia
Discuss

“How do we develop technical infrastructure, capacities and the support we need in order to be an effective partner to share ‘the sum of all knowledge” and fulfill the vision of knowledge as a service for our partners?”

  1. A central infrastructure for content partnerships requiring technical solutions
Discuss
  1. Technical Partnership For Developments under a shared vision and resource collaboration
Discuss
  1. Partnership framework for harnessing modern technological developments
Discuss
  1. Data partnerships approach to fulfill the vision of knowledge as a service for our partners
Discuss
  1. Create an internal knowledge-base to curate details of partnerships across the movement
Discuss
  1. Develop Capacity Building Modules for running partnership
Discuss

“How can we empower people and organizations working on partnerships within our Movement to get the support they need to fulfill our potential and carry out diverse, sustainable, effective and impactful partnerships?”

“How do we create an inclusive, movement-wide culture of sharing knowledge, skills, and practices on collaborations and partnerships - so that everyone in the movement can participate in and benefit from them?”

  1. Recognition. Encourage proper attribution for content donations so institutions working with us are proud of their contribution and are acknowledged for their contribution
Discuss
  1. Encourage partnerships focusing on Knowledge gaps and knowledge equity
Discuss
  1. Documentation as a priority, not an afterthought, ending a barrier to participation and capturing our methodology and instructions in formats accessible for our global audiences
Discuss
Produto e tecnologia
  1. Decentralize
Discuss
  1. Support Community Decisionmaking
Discuss
  1. Open up Product Governance
Discuss
  1. Deployment Council
Discuss
  1. Tech Evangelism
Discuss
  1. New Developer Engagement Models
Discuss
  1. Growing the Third-Party Ecosystem
Discuss
  1. Emerging Technology Ethics Advisory Panel
Discuss
  1. Monitoring Product and Societal Impacts
Discuss
Alocação de recursos
  1. Common Framework of Principles for Resource Allocation
Discuss
  1. Participatory decision making for Resource Allocation
Discuss
  1. Avoiding the pitfalls of privileges / Designing for diversity
Discuss
  1. Distribute existing structures
Discuss
  1. Build Thematic hubs – to provide services to the free knowledge movement long term
Discuss
  1. Flexible approach to resource allocation in a complex, fast moving and changeable space
Discuss
  1. Allocating resources for capacity and sustainability
Discuss
  1. Allocate resources to new types of partners/organisations (essential infrastructure of the free knowledge ecosystem)
Discuss
  1. Knowledge consumers
Discuss
Fluxos de receita
  1. Turn the Wikimedia API into a revenue source
Discuss
  1. Create a global support function for local affiliate fundraising
Discuss
  1. Monetize Merchandise
Discuss
  1. Providing Paid Wiki-related Services
Discuss
  1. Develop non-fundraising revenue streams for affiliates
Discuss
  1. Develop non-banner revenue streams for affiliates
Discuss
  1. Set a goal of financial independence for all movement actors
Discuss
  1. Diversification of revenue channel
Discuss
  1. Movement wide principles for Revenue Streams
Discuss
Funções e responsabilidades

Clique aqui para saber mais sobre as recomendações do Grupo de Trabalho de R&R

  1. Power and responsibilities need to be redistributed on the principle of self management (subsidiarity)
  2. Decisions should be taken at the “lowest” possible level / as near as possible to the process/community/activity that will be affected by the decision
  3. To establish a framework for decision-making, there will be a charter of principles, values, and governance behaviours. The charter will be developed through an equitable process with broad and diverse participation.
  4. This charter will be owned by a global governance and accountability body
  5. All of this exists to support our primary purpose: free knowledge and its distribution
  6. Movement organizations are to be governed by diverse, inclusive and accountable bodies (mix of elected and appointed members)
  7. Capacity building, facilitation, coaching, leadership development will be built into these structures to enable all entities to develop at their speed. This will be supported by staff.