Template:Affiliate Health Criteria Form/doc

{{Affiliate Health Criteria Form}} is used by Wikimedia affiliates to submit updated information on affiliate health and activities.

Usage

Affiliates are expected to submit a report utilizing this template by following instructions on this page.

Filing using visual editor:

If the template does not exist on the page

1. Open up the page you wish to create
2. Select "Edit"
3. Start typing {{ to open up the Template Inserter
4. Enter for "Affiliate Health Criteria Form" in the search box
5. Select "Affiliate Health Criteria Form" from the drop-down in the search box
6. Enter the affiliate information into the template, following the prompts and examples
7. When the form is complete, select "Insert"
8. Save the page

If the template already exists on the page

1. Select "Edit"
2. Click on the template
3. Click on the "Edit" box in the box with the puzzle icon that appears
4. Enter affiliate information into the template, following the prompts and examples
5. When the form is complete, select "Insert"
6. Save the page

You can go back and edit the template at anytime by selecting "Edit", clicking on the template and selecting "Edit" again.

Using the source editor:

1. Open up the page you wish to create
2. Select "Edit source"
3. Click on the puzzle icon in the toolbar at the top of the editing window
4. Enter for "Affiliate Health Criteria Form" in the search box
5. Select "Affiliate Health Criteria Form" from the drop-down in the search box
6. Enter affiliate information into the template, following the prompts and examples
7. When the form is complete, select "Insert"
8. Save the page

Output

Affiliate basic information
What is the affiliate name?		{{{name}}}
Please list the languages supported by this affiliate		{{{languages}}}
Please list countries where this affiliate operates		{{{countries}}}
Reporting timeline (e.g. January-December)		{{{timeline}}}
Reporting year (e.g. 2024 or 2024-2025)		{{{reportingyear}}}
Primary contact (user name)		{{{primarycontact}}}
Secondary contact (user name)		{{{secondarycontact}}}
Goal delivery
What is the affiliate mission?		{{{mission}}}
What are the affiliate goals? Link to the strategic plan, if there is one.		{{{goals}}}
Organizational development
How does the affiliate make decisions? How are decisions communicated?		{{{decisionmaking}}}
What is the current state of the affiliate finances? Link to the latest financial report, if there is one.		{{{financialreport}}}
Affiliate health and resilience
	How many people participate in the decision-making process in the affiliate?	{{{decisionmakingparticipants}}}
	Has there been any significant changes in the level of the affiliate membership body (e.g. increase/decrease of number of dues-paying members)?	{{{membershiptrends}}}
	Are there any affiliate activities in the past year that were led by affiliate members? Please share the highlights.	{{{membersactivities}}}
Leadership and inclusion
Diverse, skilled, and accountable leadership
	What kind of skills does the affiliate leadership possess?	{{{leadershipskills}}}
	Is there any kind of succession plan for the affiliate leadership?	{{{successionplanning}}}
	Are there any trainings that affiliate leadership undergo before they assume their leadership position?	{{{leadershiptrainings}}}
	Are there any requirements for affiliate leadership to disclose their conflict(s) of interests?	{{{leadershipcoi}}}
Diversity balance (especially gender)
	What is the diversity level of the affiliate leadership and membership body?	{{{affiliatediversity}}}
	How is the affiliate leadership encouraging gender diversity in the decision-making process(es) of the affiliate?	{{{decisionmakingdiversity}}}
Universal Code of Conduct compliance
	How does the affiliate leadership ensure, enforce, and evaluate compliance with the Universal Code of Conduct obligations?	{{{ucoccompliance}}}
Engagement and Collaboration
Please share the publicly available records of regular meetings, activities, events, or conference in the past year where the affiliate has participated.		{{{meetingrecords}}}
Community connection
	How many affiliate members are active contributors to the Wikimedia projects?	{{{activecontributors}}}
	How many affiliate members are not active contributors to the Wikimedia projects?	{{{noncontributors}}}
	How many affiliate members are active organizers (of projects, events, conferences, initiatives, etc) within the Wikimedia movement?	{{{organizers}}}
	How many people have participated in affiliate projects, events, conferences, and/or initiatives in the past year?	{{{participants}}}
Partnerships and collaboration
	Please list all activities/initiatives that the affiliate has organized or co-organized in past 12 months.	{{{activities}}}
	What would affiliate leadership list as the top 3 (three) capacities of the affiliate? (e.g. evaluation, community governance, programs and events, organizational governance and resource policies, conflict management, partnerships, fundraising, communication and media relations, contributor development, on-wiki technical skills, policy advocacy, etc)	{{{affiliatecapacity1}}}
		{{{affiliatecapacity2}}}
		{{{affiliatecapacity3}}}
	What are the 3 (three) capacities that the affiliate would like to strengthen in the next 12 months?	{{{capacitytoimprove1}}}
		{{{capacitytoimprove2}}}
		{{{capacitytoimprove3}}}
	What are the organizations, community projects, or groups that the affiliate had been working or seeking to work with to develop and support the 3 capacities?	{{{partners}}}

TemplateData

If a field is not applicable to your affiliate or chapter, please put "Not applicable" or "N/A".

Template parameters

Parameter		Description	Type	Status
Name	name	Name of reporting affiliate. Example WikiString User Group	String	required
Languages	languages	Languages supported by the affiliate. Example Freedonian, Spanish	String	required
Countries	countries	Countries where the affiliate operates. Example Republic of Freedonia	Unknown	required
Timeline	timeline	Range of time that reports cover. Example January-December, July-June	String	required
Reporting year	reportingyear	Calendar year or years covered by the reporting period. Example 2022, 2023-2024.	Unknown	required
Primary contact	primarycontact	Username of the affiliate's primary contact. Example StringEnthusiast	User	required
Secondary contact	secondarycontact	Username of the affiliate's secondary contact. Example FreedoniaStringFan	User	required
Mission	mission	Affiliate's stated mission or purpose. Example To preserve all knowledge of string in the Republic of Freedonia.	String	required
Goals	goals	List the affiliate goals. Example Train editors to write about string, lobby Freedonia legislators to pass laws for open licensing around the country's collections of string.	String	required
Decision making	decisionmaking	Outlines the decision making process within the affiliate, and how decisions are communicated. Example An executive board makes proposals, membership votes to approve or not. A monthly newsletter informs members about proposals and results.	String	required
Financial report	financialreport	Describe the current state of affiliate finances.	String	required
Decision-making participants	decisionmakingparticipants	Number of people who participate in the decision-making process. Example 2, 4, everyone	String	required
Membership trends	membershiptrends	Describe any increases or decreases in membership during this reporting period. Example Three new members joined	String	required
Members activities	membersactivities	If affiliate members put on any activities during this reporting period, please describe them. Example Four of our members held a training on editing Wikidata at the Freedonia National library, attended by 25+ people.	String	required
Leadership skills	leadershipskills	Describe the areas of strength in affiliate leadership. Example Communication, financial accounting, recruiting members, advocacy	String	required
Succession planning	successionplanning	Does the affiliate have a plan for transitioning to new leaders, in case of membership changes or any other foreseen or unforeseen circumstance? Example Yes or no	String	required
Leadership trainings	leadershiptrainings	Do affiliate leaders receive any training before assuming their roles? If yes, please describe them. Example No, leadership does not receive training. Yes, our leaders are trained in crisis management, fiscal responsibility.	String	required
Leadership COI	leadershipcoi	Are members in leadership positions required to disclose potential conflicts of interest? Example Yes or no	String	required
Affiliate diversity	affiliatediversity	Particularly gender, what is the percentage balance of the affiliate's leadership and membership. Example Our leadership team is 50% male and 50% female, and our membership is 48% female, 48% male, 4% nonbinary.	String	required
Decision-making diversity	decisionmakingdiversity	Describe how the affiliate accounts for balance of viewpoints in decision making in regards to gender. Example Our affiliate leadership of two are both male, so we have a council of two female members we consult with in regards to decisions and equity.	String	required
Universal Code of Conduct compliance	ucoccompliance	Describe how the affiliate educates members on the UCoC, and enforce its compliance. Example New members are given a thirty minute presentation on expected conduct. The affiliate has a written process for reporting and handling UCoC violations.	String	required
Meeting records	meetingrecords	Link to the affiliate Meta-wiki page or another webpage where the meeting records for the covered time period are documented. Example https//meta.wikimedia.org/wiki/WikiString_User_Group#Reports or https://wikistring.org/records	String	required
Active contributors	activecontributors	The number or percentage of affiliate members who actively edit (5 or more edits per month). Example WikiString has 16 active editors, or 78% of WikiString members are active editors.	String	required
Inactive or non-project contributors	noncontributors	The number or percentage of affiliate members who are editors but are not active, or do not directly edit the projects as a means of participation. Example WikiString has 5 members who are inactive editors, and 4 project organizers who do not edit, or 22% of WikiStrings' members are either inactive editors or do not edit the projects directly.	String	required
Active organizers	organizers	The number or percentage of membership that works in organizing activities. Example WikiString has 1 person who works in organizing.	String	required
Activities participants	participants	The number or percentage of affiliate members who participated in an organized activity related to Wikimedia during the reporting period. Example WikiString had 12 members participate in activities during this period, or 33% of WikiString members participated in organized activities.	String	required
Organized activities	activities	Link to or list the organized or co-organized activities the affiliate participated in during the reporting period. Example https://meta.wikimedia.org/wiki/WikiString_User_Group#Activities or https://wikistring.org/activities, or list them sequentially here.	String	required
Affiliate capacity strength #1	affiliatecapacity1	One capacity that the affiliate currently possess. Example evaluation, community governance, programs and events, organizational governance and resource policies, conflict management, partnerships, fundraising, communication and media relations, contributor development, on-wiki technical skills, policy advocacy	Unknown	required
Affiliate capacity strength #2	affiliatecapacity2	One capacity that the affiliate currently possess. Example evaluation, community governance, programs and events, organizational governance and resource policies, conflict management, partnerships, fundraising, communication and media relations, contributor development, on-wiki technical skills, policy advocacy	Unknown	required
Affiliate capacity strength #3	affiliatecapacity3	One capacity that the affiliate currently possess. Example evaluation, community governance, programs and events, organizational governance and resource policies, conflict management, partnerships, fundraising, communication and media relations, contributor development, on-wiki technical skills, policy advocacy	Unknown	required
Affiliate capacity improvement #1	capacitytoimprove1	One capacity that the affiliate would like to improve. Example evaluation, community governance, programs and events, organizational governance and resource policies, conflict management, partnerships, fundraising, communication and media relations, contributor development, on-wiki technical skills, policy advocacy	Unknown	required
Affiliate capacity improvement #2	capacitytoimprove2	One capacity that the affiliate would like to improve. Example evaluation, community governance, programs and events, organizational governance and resource policies, conflict management, partnerships, fundraising, communication and media relations, contributor development, on-wiki technical skills, policy advocacy	Unknown	required
Affiliate capacity improvement #3	capacitytoimprove3	One capacity that the affiliate would like to improve. Example evaluation, community governance, programs and events, organizational governance and resource policies, conflict management, partnerships, fundraising, communication and media relations, contributor development, on-wiki technical skills, policy advocacy	Unknown	required
Partners for capacity	partners	List whomever the affiliate may work with or would like to work with to strengthen its capacity skills. Example Some Freedonia non-government organization, Wikimedia Freedonia	String	required