User:Tony1/Comparison of affiliation models

• Name: Wikimedia User Groups
• Name: Wikimedia Thematic Organization
• Name: Wikimedia National or Sub-national Chapter

• Mission: Variable within the overall mission of supporting and promoting the Wikimedia projects
• Mission: To support and promote the Wikimedia projects in general with regards to a specified thematic field or focus area. They aim to empower and engage people around the world to collect and develop educational content under a free license or in the public domain, and to disseminate it effectively and globally.
• Mission: To support and promote the Wikimedia projects in general with regards to a specified geographical region or country. Like the Wikimedia Foundation, they aim to empower and engage people around the world to collect and develop educational content under a free license or in the public domain, and to disseminate it effectively and globally. (From Wikimedia chapters)

• Territorial range: Variable; assumed to be mostly regional, but could work across national boundaries
• Territorial range: Variable; national, sub-national, across nations, global
• Territorial range: National or sub-national

• Incorporation: Any – Wikimedia groups can be incorporated or not as they see fit
• Incorporation: Legally registered. Can be registered where they see fit if operating in more than one country.
• Incorporation: Legally registered. Pursuing non-profit status where available.

• Minimum rights:

1. Simplified access to grants
2. Basic use of the Wikimedia trademarks for promotion and organization of projects and events

• Minimum rights:

1. WM trademark use for most purposes within focus, including fundraising and publicity.
2. Recognition as representatives of the movement within area of focus.
3. A voice in the selection of two Foundation trustees every two years

• Minimum rights:

1. WM trademark use for most purposes within country of operation, including fundraising and publicity
2. Recognition as representatives of the movement within country of operation
3. A voice in the selection of two Foundation trustees every two years
4. Participation in annual decision-making conference of all chapters
5. Simplified access to grants

• Minimum duties:

1. Active work
2. Transparent reporting
3. Good cooperation with other entities

• Minimum duties:

1. Active work
2. Publishing an annual report as per Reporting Requirements
3. Fulfilling movement-wide accountability standards
4. Focus on our global mission
5. Development of a sustainable, independent regional non-profit
6. Within their focus area: support of community projects, fundraising coordination, grant and partnership development[1], oversight of PR and media; representing the Wikimedia movement and its interests at public events and in government discussions

• Minimum duties:

1. Active work
2. Publishing an annual report as per Reporting Requirements
3. Fulfilling movement-wide accountability standards
4. Support our common global goals with local means
5. Development of a sustainable, independent regional non-profit
6. Within their geography: support of community projects, fundraising coordination, grant and partnership development[1], oversight of PR and media; representing the Wikimedia movement and its interests at public events and in government discussions

• Trademark use: Basic standard use; more extensive usage possible case-by-case, on permission from WMF
• Trademark use: For most purposes within thematic area of focus, including fundraising and publicity, via agreement with the WMF
• Trademark use: For most purposes within geography, including fundraising and publicity, via agreement with the WMF.

• Origin of funds: Case-by-case WMF/Chapter grants possible or dedicated chapter grants if they exist
• Origin of funds: Multiple. Independent fundraising (outside Wikimedia); fundraising agreements with chapters (chapters could provide an option to mark donations for a them); WMF grants; chapter grants; member fees
• Origin of funds: Multiple. Fundraising agreements with WMF, WMF grants, member fees, donations, external grants

• Relationship with overlapping entities: While entities are not in a hierarchy, they need to agree how to coexist in a geography to streamline their communication and avoid duplicate work. Wikimedia groups/associations would be expected to ask other entities for support more than vice-versa.
• Relationship with overlapping entities: Entities in a country are not in a hierarchy, but need to agree how to co-exist in a geography to streamline their communication and avoid duplicate work.
• Relationship with overlapping entities: Wikimedia chapters are expected to play a coordinating role within their respective geographies, and this is a distinctive role they play among Wikimedia organizations. Entities in a country are not in a hierarchy, but need to agree how to co-exist in a geography to streamline their communication and avoid duplicate work.

• Board and membership: Open membership
• Board and membership: Elected board with individuals willing to publicly disclose identity, a majority of whom are wikimedians. Open membership.
• Board and membership: Elected board with individuals willing to publicly disclose identity, a majority of whom are wikimedians. Open membership.

• Transparency and communication: Full info about organizers (for case-by-case grants and trademark usage)
• Transparency and communication:Full info about organizers and supporters; see reporting requirements
• Transparency and communication: Full info about organizers and supporters; see reporting requirements

• Capacity to sign agreements with third parties: Can help with informal negotiations, or minor agreements such as hosting or support for a local event, but WMF or chapter if they exist would sign partnership agreements
• Capacity to sign agreements with third parties: Yes, in country of operation
• Capacity to sign agreements with third parties: Yes, overseen by WMF if on global level

• Recognition from: Affiliations Committee, with support from staff: staff will process the original requests, and submit recs to the Committee for approval. [WMF staff would be available to handle any such requests; chapters can also where chapters want to handle this within their geography]
• Recognition from: WMF Board of Trustees, with recommendations from the Affiliations Committee
• Recognition from: WMF Board of Trustees, with recommendations from the Affiliations Committee

• Minimum requirements for recognition: A very lightweight process, intended for hundreds of groups and consisting of:

1. Listing a group's information in a public place
2. Confirmation of the contact person's identity
3. A clear definition of their focus, motivation and time period for which recognition is requested
4. Plans for offline work? (to distinguish these from online wikiProjects)

• Minimum requirements for recognition:

1. Viability
   • A critical mass of active participants - at least 20 people
   • Members originating from the Wikimedia community (not all of them, but at least the majority), and accepted by the relevant thematic community
2. Trustworthiness:
   • A non-profit, with a mission supporting all WMF projects (possibly as part of a general support for free knowledge or free culture as the stated aim) in all languages. (If there is a very good reason, an exception might be made).
   • A history of good work within the movement
3. Openness (see Board and membership, above)

• Minimum requirements for recognition:

1. Viability
   • A critical mass of active participants - at least 20 people
   • Members originating from the Wikimedia community (not all of them, but at least the majority), and accepted by the relevant local community
2. Trustworthiness:
   • A non-profit with a mission supporting all WMF projects (possibly as part of a general support for free knowledge or free culture as the stated aim) in all languages. (If there is a very good reason, an exception might be made, but don't know of any among the current chapters).
   • A history of good work within the movement
3. Openness (see Board and membership, above)

• Recognition document: Public listing on meta; email to contact person; identification of the contact to the WMF.

  Groups could request limited recognition – limited in terms of either time or intent.

• Recognition document: WMF Board resolution (interim), supplanted by an agreement with the WMF
• Recognition document: WMF Board resolution (interim), supplanted by a chapters agreement with the WMF

• Reporting requirements: Regular public updates on wiki page
• Reporting requirements: As per Draft Accountability Standards
• Reporting requirements:
• Looking back:
  • The current Chapters Agreement: "8.1. The chapter shall supply a written activity and financial report in English at least once a year to the Foundation, within four months of each chapter year end."
  • Draft Accountability Standards
• Looking forward:
  • Publish or link to the organization's annual plan.

• Mentoring and support: From chapter, where in existence and only if requested by group
• Mentoring and support: Affiliations Committee until recognition
• Mentoring and support: Affiliations Committee until recognition; Chapters Council after recognition.

• Change of status possible: Yes
• Change of status possible: Yes
• Change of status possible: Yes

• Withdrawal of recognition: Affiliations Committee, if necessary, by unlisting and informing group
• Withdrawal of recognition: WMF Board of Trustees, if necessary
• Withdrawal of recognition: WMF Board of Trustees, if necessary.

• Examples: WikiProject Tree of Life, Wikibooks Translation Team, Semantic MediaWiki Association
• Example: Amical
• Examples: 39 existing chapters

• Other considerations: The existence of associations should make it easier for any group to get started and develop programs.
• Other considerations:

Optional right: Eligibility for longer-term infrastructure grants; tied to size, capacity and activity.

Optional right: Receiving in-kind support to build capacity and develop skills; tied to activity and need.

• Other considerations:

  Optional right: Eligibility for direct processing of donations from site-banner fundraisers; tied to experience and capacity, and to the duty of helping support fundraiser messaging, translation, and follow-up. Actively exercised in 2009-2011; limited by Board resolution of March 2012 to four chapters.

  Optional right: Eligibility for longer-term infrastructure grants; tied to size, capacity and activity.

  Optional right: Receiving in-kind support to build capacity and develop skills; tied to activity and need.