Campañas/Marco organizativo
¿Qué es esta página?
Bienvenido al primer borrador de un marco organizativo para apoyar a la gente interesada en organizar campañas y concursos de contenidos en el Ecosistema Wikimedia. Este es un primer borrador compuesto por User:Astinson (WMF) y User:SGill (WMF). Todavía estamos experimentando con la documentación, y necesitamos tu ayuda para entender mejor lo que tiene sentido, lo que no lo tiene, lo que falta, y sobre lo que te gustaría aprender más.
Por favor, déjanos tu opinión en la página de discusión o en el espacio de discusión.
En esta página, nos basamos en una definición general de las campañas de contenidos:
- Campañas convocan a los colaboradores y los centran en un tema o medio de contribución durante un periodo de tiempo.
- Los concursos o retos son un tipo de campaña, normalmente más centrada en los wikimedistas establecidos, centrada principalmente en el contenido de calidad, y normalmente con una recompensa.
Nota: esto no incluye campañas de comunicación, marketing o recaudación de fondos.
El marco
Generación de ideas
¿Por qué se inician las campañas?
Las campañas suelen comenzar en lugares inesperados: una reunión de diferentes organizadores del movimiento Wikimedia con diferentes habilidades que se juntan e identifican una iniciativa compartida. Algunos ejemplos son:
Wiki Loves Monuments, una iteración de un intento anterior, menos que perfecto, de hacer campañas fotográficas en museos de los Países Bajos;
- 1lib1ref y Women in Red, que surgieron en torno a conversaciones relacionadas con Wikimania en Ciudad de México;
- [Arte+Feminismo comenzó] como una serie de conversaciones entre activistas;
- CEE Spring y Wikimedia Asian Month fueron impulsados por el deseo de aumentar la colaboración en sus respectivas regiones; y
- Wiki Loves Africa comenzó como una forma de inspirar a las comunidades de toda África a organizarse en el movimiento Wikimedia.
Common goals
Meta Los organizadores que coordinan las campañas suelen inspirarse en diferentes objetivos, entre ellos:
- Rellenar lagunas de contenido
- Incorporación de nuevos usuarios
- Retención de usuarios
- Trabajar con socios o financiadores o cumplir sus objetivos.
- Ampliar la capacidad de las comunidades locales
- Satisfacer una agenda personal
Cada vez más centradas en la Dirección Estratégica del Movimiento, las Campañas deben centrarse en lograr las diversas condiciones necesarias para hacer de Wikimedia la "infraestructura esencial del ecosistema del conocimiento libre". Estas condiciones podrían incluir invitar a nuevos participantes en nuestra misión o llenar lagunas en el conocimiento fundamental o importante.
¿Cómo se generan las ideas?
A la hora de diseñar ideas para la campaña, es importante plantearse las siguientes preguntas:
- ¿Quiénes son los espectadores de la campaña y por qué les atraerá?
- ¿El tema o el tema de la campaña incluirá a los miembros comunitarios existentes y nuevos?
- ¿Cuáles son las tareas simples que pueden hacer los nuevos colaboradores como parte de la campaña?
- ¿Tiene su comunidad organizadora y la audiencia de la campaña suficiente experiencia para participar en ese tema o tema?
Una vez que tengas una respuesta inicial a estas preguntas, te recomendamos que repitas estas ideas con otros, para explorar diferentes ideas y tácticas de campaña para alcanzar estos objetivos. Le sugerimos:
- Convocar a una mezcla de organizadores comunitarios existentes y aliados o socios que espera activar para generar ideas. La investigación Movement Organizers destacó que la colaboración en persona permite una mayor colaboración creativa y confianza.
- Centrarse en modelos de contribución que puedan atraer a los Wikimedianos experimentados y a los recién llegados.
- Alentar a los participantes a pensar creativamente sobre cómo lograr los objetivos compartidos: muchas comunidades eligen enfoques cómodos para contribuir porque eso es lo que saben o lo que los motiva personalmente (es decir, solicitar eventos de edición "todo va bien" en los que los recién llegados no saben cómo identificar un tema, o ejecutar editatonas, que, a través del movimiento, no tienen una alta retención de recién llegados). Algunas de las campañas más exitosas del movimiento han dependido en gran medida de organizar estrategias y prácticas que no son "típicas" dentro del movimiento Wikimedia.
Preparación de la campaña
La mayor parte del trabajo para hacer una campaña exitosa involucra al equipo central que coordina una campaña. La primera iteración que un equipo ejecuta normalmente requiere una mayor inversión en el desarrollo de materiales -- porque no tienen materiales de iteraciones anteriores de la campaña o necesitan adaptar materiales de otras campañas.
A veces, la cantidad de tiempo y energía invertida en las primeras iteraciones de una campaña puede ser desproporcionada con la cantidad de contenido o comunidad activada debido a esta inversión de inicio. En las iteraciones posteriores de la ejecución de la campaña, ciertos tipos de trabajo disminuirán debido a la capacidad de reutilizar mensajes u otros tipos de materiales construidos en iteraciones anteriores, pero otros tipos de trabajo pueden aumentar a medida que el equipo intente iterar basándose en la retroalimentación de la comunidad, o a medida que más comunidades deseen participar en la campaña.
Preguntas que hay que hacerse antes de preparar una campaña:
- ¿Cuánto tiempo o energía está dispuesto a invertir mi equipo?
- ¿El equipo prevé que esta campaña o concurso se lleve a cabo una sola vez? ¿O se repetirá en varias ocasiones?
- Al final de la campaña, ¿qué resultado será suficiente para que mi equipo se sienta satisfecho con el trabajo realizado? ¿Está el equipo de acuerdo con ese resultado?
- ¿Mi equipo organizador incluye a personas con las diferentes habilidades que necesito para tener éxito?
- Si trabajo con voluntarios, ¿hay suficiente redundancia de aptitudes clave en el equipo, de modo que sea aceptable que alguien se retire del trabajo debido a cambios en su situación vital?
- Nota: Muchos temas y asuntos requerirán cierto conocimiento del apoyo a esa comunidad (es decir, comprender las estrategias de narración, las prácticas o el campo de conocimiento de interés para la comunidad destinataria).
Los componentes clave | Acercamientos | Lectura adicional y herramientas |
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Recolectar recursos, aliados y socios | Al comienzo de una campaña, los organizadores suelen consolidar aliados con los que quieren asociarse y asegurarse de que estén interesados y puedan contribuir a la campaña. Los socios generalmente incluyen un subconjunto o una mezcla de los siguientes tipos:
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Learn more about:
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Construir una lista de trabajo y participar en el diseño |
Creating a WorklistMost campaigns or projects have a list that focuses contributors. New contributors don’t know how to find their own topics on Wikimedia projects, and experienced contributors often want a simple and easy way to get started on an unfamiliar topic. A strong worklist reduces the amount of time new participants have to spend “figuring out where to start” and focuses them on the campaign activity . Examples listsincludes:
For further examples, see this blog series on lists in the Wikimedia Movement. As Wikidata becomes more complete and tools using Wikidata become more end user friendly, Wikidata lists can be a strong foundation for the workflist: for example, the Women in Red is transitioning much of their data to Wikidata to create greater visibility of potential women biographies across all Wikimedia communities, and Wiki Loves Monuments is converting their database to Wikidata. Building a worklist can be a valuable contribution to the Wikimedia ecosystem. Running a small crowdsourcing challenge to create the list can be a way to activate more experienced contributors before the campaign. Consider running a content drive with Wikimedians, librarians or experts before the main campaign focused on building the list(s). Tools can strengthen the ability to "access" the list. Dynamic interfaces for campaigns helps lower barriers to contribution: for example, Listeriabot is used for creating lists for projects like Women in Red; Commons campaigns have a number of new tools ISA is used to run "depicts" campaigns and mapping tools help photography campaigns, such as WikiWakacje for Poland's WikiVacations ; WikiDaheim for Austria’s WikiDaheim and MaCommune for France's Ma Commune Wikipédia. Designing participation strategiesMake sure to identify a simple and targeted ways for the intended audience of the campaign to participate. Here are some examples:
RewardsAdding an element of contest or rewards can improve the motivation of some participants, especially experienced Wikipedians. There is also the risk of creating a perverse incentive, leading to too much of one kind of contribution (i.e. rapid low quality, machine translation of content or adding unnecessary data to Media Files or Wikidata). If you plan to judge the content for rewards, prizes or recognition of participants you will want to develop a scoring strategy appropriate to the participation method. Here are some examples: Organizer participation strategiesIn addition to the content contribution strategy, you may have to develop a strategy for soliciting organizer support from local communities. For more information on this, see the Package activities for communities to replicate step below. Designing participationNote that you may not have to design for all of these types of contributions in the first iteration. Most campaigns design for a main focus during the first iteration, and then adopt and support good ideas or contribution strategies developed by participants for subsequent versions. For example,
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Worklist Tools
Contribution participation tool examples
Organizer support tools
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Develop messaging and timeline |
Timing and timelineContests and campaigns can have a duration as short as a few days or a week or as long a month or multiple months. Depending on the activity you are doing, different audiences will have different attention windows. When designing a campaign, make sure to evaluate your timing and timeline on the following:
MessagingThroughout the campaign or contest, it is important to have consistent messaging that helps broadcast the participation in the campaign and that local communities can translate, customize and localize for their needs. Some audiences, like very committed Wikimedians, will show up and participate in a campaign with limited outreach and communications. However, especially for external communities or networks, it's important to develop a strategy that appeals to that audience’s needs. During this activity, organizers typically:
Contact ManagementMost external-facing campaigns maintain some sort of contact tracking strategy among the meta-organizers or on each local team’s tracking environment. There are typically two types:
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Package activities for communities to replicate | Some types of campaigns have in-person events or multiple local digital activities. If you intend to run these activities, it is important to provide guidance for organizers from multiple organizations, contexts or levels of experience in the Wikimedia movement can replicate it. Organizer focused toolkits from existing campaigns include:
New organizers may face unexpected challenges. If planning for local community activities, meta organizers might need to help local organizers connect with infrastructure or event partners. In Art+Feminism, the central organizers distribute the organizing packages alongside support connecting with Wikimedia trainers and other resources needed for the local event. In both Wikimedia Sverige’s partnership with the Swedish Embassies for WikiGap and BBC 100 Women editathons and the Amnesty and Wikipedia event supported by Wikimedia UK, the affiliate supported connecting local partners with Wikimedia Communities. |
Editathon trainings and resources: |
Campaign Engagement
Campaigns in the Wikimedia movement typically have a very intense time bound contribution window, where a virtuous cycle of contribution, monitoring and communication can be used to increase the level of participation. This virtuous cycle is not always organic: participants may not be very good at communicating or recruiting more participants to the campaign, and it's important to support newcomers to the Wikimedia community to make sure that on-wiki local communities don’t bite newcomers so they stay engaged in the event. Developing a plan for monitoring and supporting the contribution is important for building and maintaining momentum in the project.
Before the Campaign Engagement Window, consider asking yourself the following questions:
- Is the organizing team ready to support newcomers and participants in the campaign? Do you know how to monitor and supporting participants?
- Have you begun preparing update communications, so that it is easy to send out updates to participants during the campaigns?
Key Components | Approaches | Further Reading and Tools |
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Targeted contribution | If communications and participation strategies go well (see above description) individual contributors and local communities will start contributing to the campaign. If contribution does not happen how you hoped, consider reevaluating your communications or contribution strategies with the following questions:
Many campaigns, contests or newcomer invitation strategies don’t work in their first iteration: that is okay; iteration and learning from these experiences is how the WIkimedia movement identifies gaps and opportunities for new activities. |
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Monitoring participation | Work with local teams, judges and reviewers to monitor the quality of the content being created and provide feedback to the contributors. Most events or campaigns devote time and energy as part of the campaign to finding high quality example content for communications and for showing examples of ideal content for folks who are just beginning to participants. During contests, it's important to monitor and provide feedback so that contributors have an opportunity to improve the work that’s not up to expectations from the community. Moreover, most campaigns involving newcomers encounter deletion or other both negative and positive community interactions. In 2020, two campaigns with a high volume of newcomers doing small edits (May #1lib1ref and #WPWP) both encountered a small percentage of newcomers creating disruptive edits on big Wikipedias. The organizers for both campaigns had to a) identify this problem, b) communicate with communities noticing the problem about how they planned to address the problem, and c) working with partners and affiliates to retrain the communities of newcomers. If you would like to learn more about the experience, see this blog post interview of the WPWP organizers. |
Tools:
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Communications for engaging contributors | Provide regular updates such as weekly statistics, leader of the day, etc., to motivate existing and engage new contributors. Communications often highlight the participation of communities and stories about individuals involved in the campaign as a way of both encouraging strong participants and reminding other participants of the opportunities related to the campaign. Here are some good examples of ongoing communications about the campaign content:
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Campaign Followup
Campaign followup is a really important component of organizing campaigns: it is an important part of the long-term impact of campaigns, a moment where high quality contributions and organizing can be recognized, impact communicated, and lessons learned shared with the broader Wikimedia movement.
Key Components | Approaches | Further Reading and Tools |
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Follow-up and re-engage contributors |
Followup communicationsJudgingIf the contest wants to identify and support some type of recognition or scoring based on quality or quantity of impact, you may need a planned judging process. For example, Wiki Loves monuments goes through several rounds of first National Level and then international level judging of photographs using the Montage Tool. Announcing Winners and AwardsMany contests or campaigns have competitive rewards. Some projects focus on intangible awards, such as barnstars, recognition through award ceremonies, or supporting the content as featured content. Other projects provide something tangible: internet access, gift cards or cash rewards, swag, or materials. Consider getting more tangible rewards as in-kind donations from partners. When announcing Winners, consider creating a blog post, press release, or other broadcast of the content -- its a good way to educate the public about how individual contribute to Wikimedia projects. Examples include the annual announcements from Wiki Loves Monuments and Wiki Loves Earth. Moreover, award ceremonies can be good ways of taking something that sometimes feels abstract (contributing to an online community) and make it practical. Moreover Award ceremonies are good ways to encourage press, partner awareness, and recognition of volunteers. ReengagementTo ensure contributor retention, create a follow-up plan for notifying and engaging folks after a campaign. Some campaigns and contests, like WikiProject Women in Red, have natural “homes” for ongoing participation after the campaign -- developing a WikiProject for ongoing contribution is a good way to do that. Other projects like #1lib1ref and Wiki Loves Monuments rely on local organizing teams to keep track of participants, and engage them in local Wikimedia activities. Encouraging local organizing teams to work with local Wikimedia affiliates to keep them and campaign participants involved involved. Most programs, outreach and campaigns in the Wikimedia movement do not have high ratios of retention of newcomers. Consider running experiments with your campaign and community to improve retention and sharing those experiments with the broader movement. |
Tools:
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Evaluate and report | Evaluation is important for campaigns and contests in a number of ways: first it can help articulate the impact of the work for sharing and communication subsequent the campaign; second the visibility of impact can encourage others to participate in future campaigns or create their own inspired by your work; and last by learning from what did and didn’t work when organizing an event. Reporting impactMost campaigns have impact reports of some sort, to help both individual participants and the wider community see and understand the impact of the work. These reports are also useful for helping partners and funders understand the work that you have completed. Here are some example reports:
Describing learning and identifying next stepsCampaigns involve iteration, experimentation and often innovate in how Wikimedia communities. Some communities describe the learnings in the general reports (see Reporting Impact) but additional reflections on what worked, what didn’t work and how to implement improved support for the program can also be helpful. |
Tools:
Specialized results tooling: |