User:Danilo.mac/Movement Strategy progress

Last time all initiative were evaluated: March 2023

Recommendation	Initiatives		Progress
Increase the Sustainability of Our Movement	1	Systematic approach to improve satisfaction and productivity	Peer Support Networks is underdevelopment. Other projects are also necessary to handle contributors needs that Pear Support will not be able to handle.
	2	Funding for underrepresented communities	Regional committees was created. No clear metrics to assess the outcomes and impact of the committees.
	3	Increased awareness about the Wikimedia Movement	The goal is too subjective. No metrics to evaluate the evolution of Wikimedia awareness.
	4	Global revenue generation policy & fundraising strategy	There are ideas in this topic, but there is no apparent signal of progress.
	5	Develop enterprise-level API	Apparently it is done, there is not a clear indication of what is not done yet.
	6	Engagement of third party ecosystems	No apparent sign of progress.
	7	Revenue generation for the Movement	! Apparently a duplicate of initiative 4. Global revenue generation policy & fundraising strategy.
	8	Align our practices to support environmental sustainability	No apparent sign of progress.
Improve User Experience	9	Methodology to improve the Wikimedia platform UX research, design, testing and community engagement	No apparent sign of progress.
	10	Community engagement around product design and UX	The goal is too subjective. This could probably be merged with initiative 9. Methodology to improve the Wikimedia platform UX research, design, testing and community engagement.
	11	Adaptable UX to various devices	No apparent sign of progress.
	12	Compatibility with Accessibility Guidelines	Wikispeech is under development. No other project besides that.
	13	Resources for newcomers	No apparent sign of progress.
	14	Peer spaces	No apparent sign of progress.
	15	Platform functionality and documentation standards	No apparent sign of progress.
	16	Cross-project tool development and reuse	There is an idea of global templates, but it faces a lot of technical difficulties. No apparent sign of progress.
	17	Partnerships to develop Wikimedia API	! This is a duplicate (same link) of initiative 5. "Develop enterprise-level API".
Provide for Safety and Inclusion	18	Code of Conduct	The UCoC final version was voted and under final revision by BoT. The next phase is create the structure to apply the UCoC.
	19	Private incident reporting	No apparent sign of progress.
	20	Healthy community atmosphere	The initiative goal is too subjective. No apparent sign of progress.
	21	Develop a safety assessment and execution plan - technical, human, and legal support processes	No apparent sign of implementation progress, only initial research.
	22	Local capacity development for advocacy	The initiative goal does not seems to be time-limited. No apparent sign of progress.
	23	Built-in platform mechanisms for safety	No apparent sign of progress.
Ensure Equity in Decision-Making	24	Movement Charter	Reflecting upon feedback and revising of MCDC text.
	25	The Global Council	There is a list of ideas, but this initiative depends of the Movement Charter conclusion.
	26	Regional & thematic hubs	This initiative seems to be progressing but the progress is not well organized.
	27	Flexible resource allocation framework	No apparent sign of progress.
	28	Guidelines for board functions and governance	No apparent sign of progress.
Coordinate Across Stakeholders	29	Living documents to define responsibilities for specific areas of work	No apparent sign of progress.
	30	Enhance communication and collaboration capacity with partners and collaborators	No apparent sign of progress.
	31	Technology Council (for improved communication, coordination and support)	No apparent sign of progress.
Invest in Skills and Leadership Development	32	Global approach for local skill development - gathering data, matching peers, mentorship, recognition	There are 3 grants to African projects, but the progress and results are not clear. No apparent sign of progress beside those projects.
	33	Leadership development plan	The Leadership Development Working Group created a leader definition, and is working in a leadership development plan.
	34	Skill development infrastructure	There are some active projects listed in this initiative page, but it is not clear if they really count as progress for this initiative.
Manage Internal Knowledge	35	Facilitate a culture of documentation	There are some guides that were created before this initiative, it is not clear how much of the progress of this initiative they represent.
	36	Establish a movement wide knowledge base	There are some work from before this initiative that can be used as a start point. No apparent sign of progress after this initiative was created.
Identify Topics for Impact	37	Identify the impact of Wikimedia projects & content	It seems there are some projects related to this initiative going on, but the progress of them is not clear.
	38	Identify the effects and mitigations of misinformation and disinformation	No apparent sign of progress.
	39	Bridge gaps in high-impact content	There are some projects trying to bridge some specific gaps, but this initiative goal should be create something that can support the work in any topic, there is no sign of progress in that.
	40	Build capacity to improve high-impact content in underrepresented communities	The goal seems to not be time-limited. There are many projects, but it is necessary organize what they are doing to better measure how their work contribute for the progress in this initiative.
Innovate in Free Knowledge	41	Identifying policies that hinder knowledge equity	It is not easy to understand what this initiative is looking for. No apparent sign of progress.
	42	Policies for experimentation with projects for knowledge equity	Apparently require the previous initiative results to start.
	43	Continuous experimentation, technology, and partnerships for content, formats, and devices	Abstract Wikipedia is progressing. Apparently there are no other projects related to this initiative yet.
Evaluate, Iterate and Adapt	44	Monitoring, evaluation and learning at all levels with support and mutual accountability	No apparent sign of progress besides this page.
	45	Develop a comprehensive evaluation system for Movement activities and structures - including technology, coordination, capacity, policies and governance	No apparent sign of progress.
	46	Iterative change processes	It is not clear what count for progress in this initiative. Little or no apparent sign of progress.
	47	Adaptive Policies (flexible policies, structures, budgeting and planning to adapt to global changes)	No apparent sign of progress.

Progress criteria

To measure initiatives progress we need goals that are objective and time-limited. It is very hard to measure goals like "improve ..." or "maintain ...", we need goals that are objective and have an end, like create a policy, a methodology, a document or a process. When possible, create milestones and use methodologies like w:SMART criteria can increase the precision of progress evaluation and the organization of the initiative.

When measuring progress it is important to notice that we are in the implementation phase, and discussions do not necessarily mean progress when we are evaluating implementation. Discussions are progress when it is part of the development or consultation of a draft or final version of a document, policy or guidelines, or when the discussions are a way to do something and not just a way to discover and organize what to do. In the same way, work do not necessarily means progress, work is progress when it create some advance that make the initiative closer to achieve its goal.

1. Systematic approach to improve satisfaction and productivity

• Goal: Create processes to identify the needs of Wikimedia contributors and to meet those needs in order to improve satisfaction and productivity.
• Peer Support Networks within the Wikimedia Movement appear to be underdevelopment, it started in 2021 but there is no estimation on how long this can take and there are no defined milestones.
• The Peer Support Network is not able to handle all kinds of needs. To organize and help measure progress the initiative should list all kinds of needs and the possible approaches to deal with each one.
• It is hard to measure the initiative progress at this point, in a gross estimate it is probably between 5% and 15%.

2. Funding for underrepresented communities

• Goal: Create a grant process specific to fund underrepresented communities and ensure the process is yielding the expected results.
• The process to create regional committees has achieved its goal and the regional committees was created.
• Apparently there are no clear metrics to assess the outcomes of the committees and the impact of the grants yielded by them.

3. Increased awareness about the Wikimedia Movement

• There is not an objective goal, "increase awareness" is very subjective. It is necessary to create metrics to evaluate the current Wikimedia awareness and establish values in those same metrics to achieve. Without those metrics we can not ensure the projects in this initiative are having the desired effects.

4. Global revenue generation policy & fundraising strategy

• Goal: Create a policy and a strategy to diversify revenue sources and distribute the responsibility of revenue generation.
• There are ideas in this topic, but there is no apparent signal of progress.

5. Develop enterprise-level API

• The initiative page does not follow the same pattern of other initiatives. Maybe it can be merged as a project inside the initiative above.
• Goal: Build services for high-volume commercial reuses of Wikimedia content.
• Apparently it is done, there is not a clear indication of what is not done yet.

6. Engagement of third party ecosystems

• Goal: Active engagement of third party ecosystems in the development of MediaWiki technologies.
• The goal is not very objective, it needs to clarify how much engagement is necessary to consider the goal was achieved.
• No apparent sign of progress.

7. Revenue generation for the Movement

• This initiative is apparently a duplicate of Global revenue generation policy & fundraising strategy

8. Align our practices to support environmental sustainability

• Goal: Create a policy to apply environment sustainability practices in all Wikimedia activities where it is possible.
• No apparent sign of progress.

9. Methodology to improve the Wikimedia platform UX research, design, testing and community engagement

• Goal: Create a methodology to improve user experience that include people with diverse profile in the design and test process.
• No apparent sign of progress.

10. Community engagement around product design and UX

• This initiative could be merged with Methodology to improve the Wikimedia platform UX research, design, testing and community engagement
• This initiative has not an objective goal, "create engagement" is subjective and make it hard to measure progress.

11. Adaptable UX to various devices

• Goal: Create a methodology, maybe a policy, to ensure the user experience is adaptable to different devices.
• No apparent sign of progress.

12. Compatibility with Accessibility Guidelines

• Goal: Analyze accessibility guidelines in Wikimedia platforms and improve the guidelines where it is needed.
• Wikispeech is under development.
• There are no other project in this initiative besides Wikispeech.

13. Resources for newcomers

• Goal: Provide easy-to-find and easy-to-understand resources for newcomers.
• No apparent sing of progress.

14. Peer spaces

• Goal: Create spaces that allow finding peers with specific interests, roles, and objectives along with communication channels to interact, collaborate and mentor each other.
• A capacity exchange grant is listed as project in this initiative, but that is a topic of the Skill Development recommendation.
• No apparent sign of progress.

15. Platform functionality and documentation standards

• Goal: Create standards for the documentation and functionality of the Wikimedia projects.
• No apparent sign of progress.

16. Cross-project tool development and reuse

• Goal: Create an easy and well documented way to reuse templates and other on-wiki tools in many wikis.
• There is an idea of global templates, but it faces a lot of technical difficulties.
• No apparent sign of progress.

17. Partnerships to develop Wikimedia API

• This is a duplicate of initiative 5 "Develop enterprise-level API", which in turn is a project that can be merged in initiative 4 "Global revenue generation policy & fundraising strategy".

18. Code of Conduct

• Goal: Develop a universal code of conduct to provide a global baseline of acceptable behavior for the entire movement.
• The UCoC final version was voted, 76% of the voters approved the code, the result and comments on the code are being revised by the Board of Trustees. The next phase is create the structure to apply the code of conduct enforcement.

19. Private incident reporting

• Goal: Create pathways for users to privately report incidents, either technical or human to have them addressed effectively and with appropriate urgency regardless of language or location.
• No apparent sign of progress.

20. Healthy community atmosphere

• This initiative lacks of an objective goal, "defining the minimum responsibilities" and "establish a baseline" are not very objective. It must define what type of document needs to be created.
• No apparent sign of progress.

21. Develop a safety assessment and execution plan - technical, human, and legal support processes

• Goal: Create a collection of ways to provide safety support integrated with a rapid response infrastructure.
• The project Human Rights Policy Community Engagement Plan is listed as one of the implementation projects but it seems more a research project, maybe it can be merged into a wider project that has an implementation goal. As a research project it achieved its goal to get community input related to safety issues.
• No apparent sign of implementation progress, only initial research.

22. Local capacity development for advocacy

• The goal "develop local capacity for advocacy" is not a time-limited goal, it sounds like a continuous process. Some discussions is needed to discover what needs to be created in the Wikimedia movement (a group? a policy?) to develop and maintain that continuous process.

23. Built-in platform mechanisms for safety

• Goal: Create MediaWiki features to allow IP anonymization (IP hiding, TOR, VPN), focused on people and countries where the public IP can be a security concern.
• No apparent sign of progress.

24. Movement Charter

• Goal: Create a document defining roles and responsibilities for all the members and entities of the Wikimedia movement.
• This initiative has a very good organization of the progress that includes a timeline and detailed updates, the timeline also includes possibles extra cycles if the work became harder than initially expected. It is an example of organization for other initiatives.
• The progress is in the phase 3 of 9 according the timeline.

25. The Global Council

• Goal: Create a council to serve as a global structure that responds to the needs of our Movement as a whole and represents communities in an equitable way.
• This initiative needs to wait the conclusion of the Movement Charter to advance, before that the only work is organize the ideas and a possible timeline for the implementation, that starts after the end of the Movement Carter timeline.
• There is a list of initial ideas.

26. Regional & thematic hubs

• Goal: Create a structure to organize regional and thematic groups of affiliates and/or volunteers.
• This initiative seems to be progressing but the progress is not well organized, apparently the last discussions were in Wikimedia Summit 2022, but there is not a indication of what are the next steps.

27. Flexible resource allocation framework

• Goal: Create a framework to provide and monitor flexible resource allocation.
• No apparent sign of progress.

28. Guidelines for board functions and governance

• Goal: Create governance guidelines to all Wikimedia governance bodies.
• No apparent sign of progress.

29. Living documents to define responsibilities for specific areas of work

• Goal: Create a document defining clear responsibilities across the Wikimedia movement.
• No apparent sign of progress.

30. Enhance communication and collaboration capacity with partners and collaborators

• Goal: Create a structure to connect Wikimedians and partner organizations interested in work in specific tasks.
• No apparent sign of progress.

31. Technology Council

• Goal: Create a technology council to oversee the process of developing new technical features.
• No apparent sign of progress.

32. Global approach for local skill development - gathering data, matching peers, mentorship, recognition

• Goal: Create a systematic plan for skill development.
• There are 3 grants to African projects related to this initiative, but the progress and results are not clear.
• There is no apparent sign of progress beside those African projects.

33. Leadership development plan

• Goal: Create a leadership development plan.
• The main project of this initiative is the Leadership Development Working Group, that created a leadership definition is now developing a draft of the Leadership Development Plan.
• There are affiliates projects related to this initiative but their progress it is not clear.

34. Skill development infrastructure

• Goal: Create a technological infrastructure for skill development.
• The initiative page says about WikiLearn as "related to this initiative", but it is not clear if it count as a progress of the initiative.
• The 3 African grants listed in other initiative is also listed in this, but it is not clear if they are creating some kind of infrastructure to skill development.

35. Facilitate a culture of documentation

• Goal: Create resources and guides to document the Wikimedia movement work.
• There are some guides in Learning and Evaluation/Plan and Learning patterns.
• To evaluate progress we need a list of all types of work that can be documented to compare with the guides and resources we already have.

36. Establish a movement wide knowledge base

• Goal: Create a Wikimedia knowledge base.
• Learning patterns was an attempt to do something similar to what this initiative propose and can be used as a start point to develop an wider and more organized base.

37. Identify the impact of Wikimedia projects & content

• The word "impact" is subjective, it is not clear what objectively need to be measured in this initiative.
• It seems there are some projects related to this initiative going on, but the progress of them is not clear.

38. Identify the effects and mitigations of misinformation and disinformation

• Goal: Create Tools, mechanisms and processes to deal with misinformation and disinformation.
• There is a research project listed as implementation project, the research is concluded and is useful, but it is not part of the implementation, it can not count as implementation progress.
• No apparent sign of implementation progress.

39. Bridge gaps in high-impact content

• Goal: Create processes and resources to bridge gaps in high-impact topics.
• The initiative seems to not clearly establish the objective goal to create processes and resources, the page says more about just "bridging the gaps", but that is not a time-limited goal, it is a continuous task, the goal is to create a process that can organize and maintain that continuous work. Some of the listed implementations projects are projects that aims to bridge specific gaps, and not to create a process that can be used to bridge any content gap. That confusion about the initiative goal need to be fixed.
• No apparent sign of progress in the objective and time-limited goal.

40. Build capacity to improve high-impact content in underrepresented communities

• This initiative seems to not have a time-limited goal, "capacity building and support" is a continuous task. Probably the goal should be develop a structure to organize and provide support to all projects related to underrepresented communities and content, some discussion is needed to clarify that.
• There are many projects listed in this initiative, but it is needed some organization work to separate what is really creating a structure that will maintain a continuous work from what make a good work but do not create a structure that can be reused in other projects.

41. Identifying policies that hinder knowledge equity

• Goal: Identify the policies that hinder knowledge equity.
• This initiative needs some more specific examples of what need to be found, it is not easy to understand what it is looking for.
• No apparent sign of progress.

42. Policies for experimentation with projects for knowledge equity

• Goal: Create pathways to new projects, create new functionalities and/or encourage communities to create new policies that address the barriers of knowledge equity.
• This initiative apparently require the previous initiative results to start.
• No apparent sign of progress.

43. Continuous experimentation, technology, and partnerships for content, formats, and devices

• Goal: Build the necessary technology to make free knowledge content accessible in various formats. Support more diverse modes of consumption and contribution to our projects. And create tools and partnerships to facilitate bringing content from other data and knowledge bases to our projects.
• Abstract Wikipedia is progressing, but its timeline don't list all future steps and the estimated time of conclusion.

44. Monitoring, evaluation and learning at all levels with support and mutual accountability

• Goal: Provide financial and human resources and expertise for collecting data for monitoring, evaluating and communicating progress on each of the recommendations and Movement activities at all levels of the Movement. And distribute responsibilities around the processes of monitoring, evaluating and learning with all Movement stakeholders.
• This page is an effort related to this initiative. Besides this there is no apparent sign of progress.

45. Develop a comprehensive evaluation system for Movement activities and structures - including technology, coordination, capacity, policies and governance

• Goal: Develop a comprehensive evaluation system for all Wikimedia activities.
• No apparent sign of progress.

46. Iterative change processes

• It is not clear if the initiative goal "iterate the change process" is time-limited. If it is not, the goal probably should be create a process and/or a group in charged in iterate the changes.
• The Movement Strategy team use to iterate the changes in projects like Movement Charter and UCoC in the communities announcement pages, that probably count as progress. Besides that there is no apparent sing of progress.

47. Adaptive Policies (flexible policies, structures, budgeting and planning to adapt to global changes)

• Goal: Create adaptive policies, structures and plans.
• No apparent sign of progress.