Grants:APG/Proposals/2014-2015 round1/Wikimedia CH/Staff proposal assessment

The staff proposal assessment is one of the inputs into the Funds Dissemination Committee (FDC) proposal review process, and is reviewed by the FDC in preparation for and during the in-person deliberations each round. The purpose of the staff proposal assessment is to offer the FDC an overview of the expert opinions of the FDC staff team about this annual plan grant proposal. Members of the FDC review each proposal in its entirety, including relevant background documents, inputs from WMF grants officers, the learning and evaluation team, and finance staff. They also analyze the detailed discussions surrounding each proposal that include questions and comments from community members. FDC staff do not participate in the actual decision-making process of the FDC; their primary role is to identify key strengths and concerns for the FDC to consider while making funding recommendations. This staff proposal assessment, which was refined after the first two years of the FDC process, consists of three parts: (1) Overview, including a financial summary and a summary of strengths and concerns; (2) Staff proposal assessment narrative, including a nuanced analysis of the programs, context, and the feasibility of each plan; (3) Staff proposal assessment rubric, assessing each proposal across three dimensions by identifying areas of strength and concern. Read more about the methodology behind the Staff proposal assessment rubric on this page.

Staff proposal assessments do not represent the views on any one staff person, since all FDC staff (unless one of them recuses for some reason) work together to complete each staff proposal assessment, and may consult with other key WMF staff and other experts as needed. While assessments will not be changed after they are published except to correct significant factual errors, organizations are welcome to share responses on the discussion page of each staff proposal assessment if they would like to provide the FDC with additional information or perspectives on the assessments.

Overview for all assessments

This year’s proposals are being assessed in the context of some preliminary impact data for grants and programs over the last two years, and our current and future approach is being guided by this analysis. In particular, we have been rigorous with our assessments of the Wikimedia organizations with the largest budgets and requests in this round, as we expect them to be delivering outcomes to scale. In a context where six of the largest (in budget and staff) Wikimedia organizations get nearly 60% of all funds (approximately about $8M) allocated by our community-led review committees (annual plan grants, project and event grants and individual engagement grants together), we believe it is our shared responsibility to be accountable for the impact of these funds. Five of these organizations are in the current round of review by the FDC: WMDE, WMUK, WMCH, WMNL and WMSE; WMFR will be in the April 2015 round of FDC review.

There are a few overarching themes we noticed in this year’s proposals that we wanted to call out. Please note that any examples used are meant to be illustrative, not exhaustive!

Proactive versus responsive strategies and community engagement

Strategy is about trade-offs and priorities: what do you choose to do with a certain set of resources, whether people, money or ideas? Wikimedia organizations, primarily built of, by, and for volunteers, often make decisions that respond immediately and always to all volunteer needs and interests. Such an approach can help volunteers feel appreciated and recognized, and give volunteers the resources to enjoy their own specific interests. At the same time, this approach can feel ad hoc for the organization overall, and may leave the organization without clear aggregate outcomes it can point towards that justify its work. For the significant level of resources (grant funding, donations, volunteer time, in-kind donations) being utilized by each organization, therefore, it is important to have clarity on the balance between such a responsive strategy and a proactive one, in which an organization charts a specific course of action focused on some critical outcomes that have value (perhaps for both locally and globally), and engages volunteers to support those activities in a way that increases their enjoyment and motivation. These are not easy choices, and there are no simple answers to this challenge.

However, it seems critical to recognize that our incredibly passionate communities of volunteers appear less motivated by money (or its lack) than by peer appreciation, recognition and by having the tools needed to contribute more effectively and enjoyably. How do we design our ‘proactive’ strategies to include elements of enjoyment and interest for volunteers, while also driving specific and substantial outcomes around content or contributor growth? Organizations like WMEE and WMAT have organized well-designed and integrated offline and online initiatives specifically geared towards challenging identified content gaps, and have succeeded in achieving online outcomes toward a key movement goal, and at the same time increasing the joy and sense of achievement of volunteers.

Finally, we believe that it is important to design programmatic approaches based on opportunities for scale and opportunities to address key content or contributor gaps, as well as volunteer-led interests. We appreciate that some organizations are working to deeply understand their communities to support them appropriately (like WMNL with its needs assessments, WMSE in its advocacy work and WMIL in its work to map its volunteer community). We hope this will lead to a much more directed and substantial set of outcomes.

Policy awareness, advocacy and collaboration

A separate but related theme we see evolving across the movement is work on policy change at the local or national level (for instance, with changing copyright laws or influencing education policies to include Wikipedia as a pedagogical tool) or regional and global levels (for instance, increasing awareness of free and open content and protocols to enable it). This is an important way in which Wikimedia organizations can support an enabling environment for free knowledge, and this work demands greater and more effective alliances with external partners (such as sub-national, national or regional organizations interested in free knowledge) and across the movement (such as a group of European Wikimedia chapters working in Brussels).

Not only at the level of policy, but at the level of specific programmatic activity, we are encouraged to see far greater cooperation and collaboration planned, and we believe this is one more way in which we can sustainably scale our efforts and our outcomes.

Measures and metrics

All Wikimedia organizations in this round are working to improve their measures of success and to find ways to offer reliable metrics that demonstrate impact. We know this is not easy; we recognize the effort it takes, and appreciate those organizations that have made particular effort to advance their own understanding and articulation (including WMDE, WMUK, WMSE, WMEE). At the same time, we want to point out that it has been difficult for us while reading these proposals to be able to point to clear evidence of achievement in many cases: we all (including WMF) have a lot more to do in order to claim with some confidence, the evidence of significant positive outcomes for the levels of resources being used.

This challenge is particularly understandable when some of the most critical work done by Wikimedia organizations is on partnerships for content or policy change; the progress and outcomes of relationship building are not easily ‘measured’. However, we do need to set some targets, and, at the very least, establish specific milestones to monitor progress, in order to be able to assess and demonstrate our collective efforts and justify the significant resources spent on this work. We know organizations like WMDE, WMSE and others are seriously working on this, as are we at WMF. Global metrics are a start, but we need to work together to look at more specific ways to tell the layered story of partnerships and their outcomes for the movement. Importantly, for successful implementation, we need to be focused about which kind of partnerships and which partners, have the most potential to lead to impact at scale; in only a few cases did we find clear rationale for why certain partnerships were being pursued and what content gaps were being specifically addressed through partnerships.

Diversification of funds and resources

We would like to appreciate that organizations are working seriously towards the diversification of their funds and other resources. A number of organizations have been much more successful in the past year at raising funds from outside the movement (including WMEE, WMSE, WMCH, and WMNL) and many have set ambitious targets for 2015 (including WMUK, WMSE, WMDE, and WMEE). Many organizations are moving towards being less dependent on APG funds for their work. As we have said before, it is important that as a movement, we also acknowledge and assess the range of non-monetary or in-kind contributions and resources we mobilize (for example, Amical works rent-free in a shared office, and WMCH is currently working on pro bono communications and marketing support). Overall, the diversification of resources is not only needed in order to maintain the sustainability of each individual organization and the global movement, it is also a significant way in which individuals and organizations in each local or regional context can express greater awareness of and affinity with the Wikimedia mission. In this way, Wikimedia organizations can build leverage in their environments over time.

Software development and ‘technology pools’

Not all Wikimedia organizations need to be doing the same set of activities or have the same set of approaches: the strength of a plural, diverse, global movement is that individuals and groups can focus on their core competencies and interests, while these complement those of other individuals or groups.

We greatly appreciate the critical success of Wikidata, WMDE’s award-winning software project. Apart from WMDE, we found that a few organizations in this round included elements of software development in their proposals (including WMCH and WMUK). While we do believe that software development for our movement should be driven by multiple actors, not only by WMF, we also ask organizations to ensure that they are prepared for the significant leadership and management skills and capacities it takes to focus on building large-scale technological tools for the movement. This is a competency that can be specifically planned and mentored across a few chapters in service to the rest of the movement. As Erik Möeller, WMF VP of Product & Strategy, put in his expert commentary: “Wikimedia Deutschland has developed a mature engineering department, which puts it in an excellent position to mentor other chapters which are looking to take on software development work”.

Specifically, we find that many groups have successfully used ‘technology pools’ (loaning equipment to volunteers – for example, photo equipment as well as accompanying press accreditation) to support the creation and contribution of high-quality content, often about significant local or regional events or themes. This appears to be a relatively easy, low-cost approach to supporting volunteers that achieves good outcomes. It is, of course, contingent on factors like geographic proximity to the organization, but there may be some innovative approaches – including in-kind support from other groups – that can be adapted as Wikimedia organizations grow their outreach efforts.

Moving beyond Wikipedia to the sister projects

An interesting development we have been observing over the past few years is exemplified by some of the proposals in this round: the increasing focus of Wikimedia organizations on Wikimedia projects other than Wikipedia. WMNL for instance, has a focus on Wikimedia projects “other than Wikipedia and Commons”, while WMIL and WMRS are specifically interested in supporting more work on Wiktionary.

While this may lead to some useful outcomes, we ask organizations to offer more detailed rationale for these choices, particularly about how well these goals will scale for projects that currently have relatively small communities. We also encourage them to document the progress of their work on these projects. For example, do these projects help us motivate and focus newbie editors more easily because of the type of content, the size of community, and the possible focus on language preservation? Is this a useful strategic choice both locally and globally, and if yes, why? Do contributors see this as an entry-point to Wikipedia or as their home community where they spend the majority of their time? In particular, as we turn our attention to key content and contributor gaps more globally, will this approach support us effectively?

Diversity

Finally, for the first time in the FDC process, we specifically analyzed annual plan grant proposals on the dimension of ‘diversity’. This may be interpreted differently in each context: for instance, while this is a cross-cutting issue for many communities, we at WMF currently prioritize Global South and gender diversity in our movement. Our specific emphasis on this dimension, which many of our partner organizations also care about, is based on the perspective that this is a critical strategic responsibility for us to share in order to achieve our vision of freely shared knowledge for every single human being. We encourage Wikimedia organizations to think about diversity in multiple ways, both within their own organizational structures and processes (for instance, the gender diversity in their boards and staff) and within their programs (for instance, supporting the acquisition and improvement of geographically diverse content).

We are looking forward to seeing the results from the cross-cutting programmatic focuses some applicants have described in this round on gender and diversity (including WMAR and WMAT) and note that other organizations have put an internal emphasis on diversity in their volunteers and Board (including WMUK). Others have created programs specifically designed to target diverse participation or content gaps related to gender in their work or are working to identify those gaps (including WMNL, WMDE, WMRS, WMSE). While we did not explicitly seek goals and targets against this, it would be worthwhile for those organizations for whom this is a focus, to offer specific measures in the next round and to consider targets around online outcomes as well as offline outcomes.

We look forward to our continued work together, supporting you, and learning with you all.

Anasuya, with Katy and Winifred

Overview

Overall assessment and eligibility

Organization	Wikimedia CH
Eligibility	YES

Summary

	Current (projected)	Upcoming (proposed)	Proposed change (as a +/- percentage)
FDC or PEG funding	$394,218	$544,500	38.12%
Budget	$722,631	$865,128	19.72%
Staff	4.6	5.2	13.04%

Editors	Country	Wikipedia	October 1, 2012	October 1, 2013	October 1, 2014
All editors	Switzerland	German, French, Italian	1385	1,385	1,354
Active (5+/mo)			483	456	429

Overview of strengths and concerns

This section summarizes the key strengths and concerns identified by staff, which are explained in the detailed narrative section of this assessment.

Strengths

• Potential for impact through offline work, like the Kiwix distribution
• Capacity to offer technical support, to the CH community and global Wikimedia movement, like work on GLAM tools
• Press accreditation and equipment for high quality content

Concerns

• Significant budget without programs that have demonstrated impact to scale
• No clear targets for some programs, and targets may be low for some programs
• Unsustainable growth trajectory, as reserves have been relied on to increase budget

Staff proposal assessment narrative

This section takes an in-depth look at the strategy behind this proposal, this organization's broader context, and the feasibility and risks of this plan.

Context and potential for impact

This section takes a close look at this organization's context, since there will be unique factors specific to this organization or to its environment that enable this plan to have impact or that make this plan less likely to have impact. Here are some questions we will consider:

Environment

How does this organization's environment (including its local context and its community) enable this plan to succeed and have impact? Are there risks and opportunities presented by this organization's environment? Are there extraordinary events or other factors that need to be considered as part of this organization's context?

• Multiple language communities are supported by WMCH (French, Italian, and German). It can be challenging as well as an opportunity to work in a country with many different language groups.
• WMCH is one of the few organizations leading offline dissemination work, which has the potential to reach readers not currently reached by Wikimedia projects. Its technology work in this area may be scalable with a great potential for global impact.
• The active editor base from CH in these communities is growing, but this has not yet translated into a growth in the active volunteer community for WMCH’s offline activities. However, the several small communities of volunteers that exist are committed and enthusiastic.

Past performance

Will this organization's past performance with program implementation enable this plan to succeed? Does it raise any concerns?

• Lack of significant past impact is a serious concern in light of the funding requested. For instance, in the first two quarters of the year, we see that 18 articles were created with the support of WMCH.
• WMCH successfully organized the Wikimedia Hackathon in Zurich, which resulted in 34 bug fixes. In addition, staff from Google CH also fixed 8 bugs as part of its volunteer program.
• The organization has distributed offline Wikipedia to all 17 prisons in German-speaking Switzerland. However, we have yet to see what has come out of the distribution--how many people were able to access Wikipedia and what impact that had.
• By May, the Kiwix App for Android was downloaded 10,000 times.
• While WMCH has meaningful partnerships with GLAM institutions, one of the partnerships has created significant content (130,000 files) that has not yet been uploaded.

Organizational effectiveness

Will this organization's overall effectiveness enable this plan to succeed? Does it raise any concerns?

• WMCH has supplemented its continued growth by using funds from its reserves and has reached unsustainable growth levels. And while WMCH is actively pursuing a strategy of diversifying its funding and securing in-kind donations, it is starting to raise significant external funds.
• Offline work has significant potential for impact in terms of reach on a global scale, and WMCH may have the capacity to oversee this technical work. However, we do not see evidence that WMCH is shifting its focus to this work; rather that it is taking it on in addition to existing programs.
• WMCH is engaged in the movement and shares learning. It supports a number of other Wikimedia organizations and organized a movement-wide event (Hackathon).

Strategy, program design, and program implementation

This section takes a close look at this organization's plans for its programs, including its past performance with program implementation. In this section, we may also identify specific programs that seem to have particularly high or low potential for impact. Here are some questions we will consider:

Strategy

Does this organization have a high-quality strategic plan in place, and are programs well-aligned with this strategic plan? Is this organization proposing significant changes to its strategy, or are the strategic plan and annual plan consistent with past strategies? Is this organization's strategy and are this organization's programs aligned with the Strategic Priorities of Increasing participation, Improving quality, or Increasing reach?

• WMCH has a very minimal strategic plan in place; although its proposal is closely related to this plan this is not an adequate level of strategic thinking for an organization of WMCH’s size.
• WMCH’s proposal is well-aligned with the strategic priority of increasing reach, through its offline work.

Program design

Do proposed programs have specific, measurable, time-bound objectives with clear targets, and are program activities and results logically linked?

• This plan lacks targets tied to online outcomes and, where present, they may be too low.
• The education program is lacking in details about the role WMCH will play in the classrooms. We urge WMCH to track metrics beyond how many classrooms have education programs, but rather about how many students are able to contribute how many bytes to Wikipedia and sister projects (for instance).

Specific programs

Based on proposed plans and past work, which programs may have the highest potential for impact corresponding to the amount of funding requested, and which programs may not have impact corresponding to the funds requested?

• WMCH’s work with offline technology as strong potential for scalable impact, and a more detailed expert analysis with specific recommendations has been provided.
• While WMCH’s community support work is very staff-intensive and may not be scalable, some areas of community support like the technology pool (equipment loans) and press accreditations have shown good results.

Budget

Is this plan and budget focused on the programs with the highest potential for online impact?

• WMCH’s budget this year is very large at $722,631, and there is not yet evidence of commensurate program impact. APG funding still comprises 69.4% of its total revenues in the planned year.
• Staffing is a significant portion of this large budget and WMCH’s approach to community support is too staff-intensive without yielding significant results. In this way the budget is not focused on impact.

Feasibility and risks

How likely is it that this organization can implement this plan successfully if funded? Is this plan likely to achieve impact corresponding to the funds requested?

Feasibility

What enables this plan?

• WMCH may have the capacity to do technical work.
• WMCH is building on experience with its offline dissemination program.
• WMCH’s committed staff, board, and volunteers may effectively drive this work forward.

Risks

What are the risks?

• WMCH’s budget and staff growth is not sustainable without other funding, and WMCH has had mixed success with meeting fundraising targets in the past.
• This funding request is a large investment in an organization without a detailed strategic plan.
• WMCH’s community support program is resource-intensive and depends on significant staff resources, which may not be sustainable.

Summary of expert opinions and community commentary

This section will summarize any expert opinions or community commentary offered through the APG proposal process, or through additional interviews and research. Wikimedia CH’s proposal was discussed by the community, FDC, and FDC staff during an open comment period between 1 October and 31 October. To view comments, questions, and responses, please visit the proposal form discussion page.

Erik Möller, WMF’s Deputy Director and VP of Product and Strategy, endorses WMCH’s proposed outreach work in offline dissemination, and encourages the chapter to take ownership in this area in order to make systematic progress. He notes that offline uses of Wikimedia content through programs like this one could reach new audiences in the Global South. He also writes that to make significant progress would require sustained partnerships with organizations managing the deployment.

He notes some inter-organizational (with WMF) dependencies and urges caution around over-committing on delivery, especially since the staffing plan for this program is modest. WMCH should be careful to avoid overestimating what it can deliver, and in the future, this focus may need to come at the expense of other programmatic work.

Möller is pleased to see WMCH’s plan position itself as a tech expertise center with consultants rather than focusing on specific deployments in countries, and encourages that WMCH maintain this focus. He also encourages WMCH to continue to build relationships with external partners who can manage effective deployments.

Overall, Möller believes the contribution to offline dissemination efforts is small to medium, as there’s not enough focus through the proposed plan to scale up yet. However, the potential is large and Kiwix may be the best tool to do it.

Finally, Möller encourages WMCH to collect metrics and understand the user base as much as possible.

Staff proposal assessment framework

This framework assesses annual plan grant proposals across the three dimensions of (1) Program design and strategic alignment, (2) Organizational capacity and effectiveness, and (3) Budgeting by identifying strengths and concerns in each of these areas.

In each assessment, an organization’s context is taken into account and so criteria may be applied differently in different contexts. For example, a smaller organization with less experience will not be expected to have a formal learning and evaluation program that a larger more experienced organization might have, and so what may constitute a major strength for a smaller organization in the same category may not constitute a major strength for a larger organization. With this approach, the criteria listed here are not weighted equally, and so an “overall assessment” cannot be determined simply by adding up the numbers of strengths and concerns identified for each dimension. Also note that the scale here is not linear and so we do not assign any numerical values to the assessments given for each criterion. More information about each criterion is shared in the assessment. We believe a framework like this is helpful, as it ensures that each proposal is assessed consistently, even as they are applied with contextual nuance.

The dimension “Program design and strategic alignment” addresses many high-level elements, focusing on how likely programs are to achieve progress toward some of the Wikimedia movement's strategic priorities. Programs need to show clear links between strategic priorities and program objectives, program objectives and targets, and targets and program activities. In addition, programs should focus on areas that will impact participation, reach, and quality on the Wikimedia projects, with an emphasis on approaches and programs that increase diversity.

Meanwhile, the dimension “Organizational capacity and effectiveness” looks at the ability of an organization to achieve its plan based on both past experience (as an indicator of future success) and current practice. An effective organization both learns from past experience and contributes to movement learning in the process. This dimension also includes effective and stable leadership that models good practices, and a rational approach to growth that is supported by the organization’s strategy and context.

Finally, we analyze the organization’s past experience with and current plan for budgeting. Here, we look at how the organization has performed against its plans and budgets in the past.

To complete the assessment, we assess each of the criteria in each category according to the following scale, which is not necessarily linear:

• ' Major strength
• Strength
• Neither a strength nor a concern
• Concern
• Major concern

Criterion	Assessment	Description
Program design and strategic alignment
P1. Strategy and alignment	Neither	Program objectives are strongly aligned with increasing reach (through work on offline technology). WMCH has a minimal strategic plan in place that is not adequate for an organization of its size.
P2. Targets and logic models	Concern	Although some targets and measures of quality are included, overall, this proposal does not contain targets for many programs, specifically outcome indicators. Targets, where they exist, are low. In some places WMCH identifies which metrics it might track (e.g. the number of requests from communities), but does not identify a baseline or targets.
P3. Needs assessments	Strength	While WMCH consults with its community, in the past many programs have not been based on a clear statement of need; however, WMCH has explicitly stated that it will be conducting formal needs assessments in the coming year to determine community needs.
P4. Potential for impact at scale	Neither	We are pleased to see WMCH tackle technology projects such as Kiwix and the GLAM toolset, which could have impact at scale, but its staff-intensive approach to community support may not be scalable.
P5. Evaluation methods	Neither	WMCH has developed tools and systems for evaluating its work, as is evidenced in the progress reports. However there is not a clear plan included in the proposal.
P6. New ideas and approaches, or thoughtful adaptations	Neither	WMCH is leading some interesting and new approaches such as pioneering offline work, testing out fees for services, and promoting the Edelweiss project. However WMCH is also repeating programs that are costly and may not be demonstrating enough impact.
P7. Diversity	Neither	We appreciate the work WMCH is doing through the women edit initiative, as well as plans to integrate gender work into strategic planning, but this work is still preliminary. We look forward to seeing the next steps.
Organizational capacity and effectiveness
O1. Past results	Major concern	Despite significant funding since 2009, WMCH has not shown significant impact on content or participation. For an organization at this funding level, this is a major concern. There are no clear outcomes reported on the offline work but there is high potential.
O2. Stability and leadership	Strength	WMCH has stable and committed leadership (staff, board). They are working to increase WMCH's focus.
O3. Learning	Neither	WMCH is shifting its program and organizational strategies as a result of applied learning, although the outcomes of this shift have not yet been realized.
O4. Improving movement practices	Strength	WMCH shares proactively with others in the movement and does some work that cuts across geographic boundaries (offline work). WMCH is working with WMAT and WMDE toward better coordination among German-speaking chapters, and provides hosting solutions for many diverse movement groups.
5. Community engagement	Neither	WMCH is working to engage its community more deeply, but this strategy is staff-intensive.
O6. Capacity	Strength	WMCH has strong capacity to do some of the work it is proposing (such as developing offline technology). WMCH has created a far more focused plan this year.
Budget
1. Past budgeting and spending	Major concern	In past years, WMCH has relied on extensive reserves to increase its budget. Current levels of budget growth are no longer sustainable without significant external resources.
B2. Proposed budget is realistic	Neither	The proposed budget is reasonably clear and comprehensive.
B3. Budget is focused on programmatic impact	Major concern	We're pleased to see WMCH shift its focus to include tool development, but we have not yet seen clear outcome data used to justify the significant community support budget. In addition, the budget is heavily focused on staff.

This staff proposal assessment is the work of FDC staff and is submitted by: KLove (WMF) (talk) 21:25, 8 November 2014 (UTC)

Staff proposal assessment rubric description

This rubric assesses annual plan grant proposals across the three dimensions of (1) Program design and strategic alignment, (2) Organizational capacity and effectiveness, and (3) Budgeting by identifying strengths and concerns in each of these areas.

In each assessment, an organization’s context is taken into account and so criteria may be applied differently in different contexts. For example, a smaller organization with less experience will not be expected to have a formal learning and evaluation program that a larger more experienced organization might have, and so what may constitute a major strength for a smaller organization in the same category may not constitute a major strength for a larger organization. With this approach, the criteria listed here are not weighted equally, and so an “overall assessment” cannot be determined simply by adding up the numbers of strengths and concerns identified for each dimension. Also note that the scale here is not linear and so we will not assign any numerical values to the assessments given for each criterion. More information about each criterion is shared in the assessment. We still believe a rubric like this is helpful, as it ensures that staff analysis of each proposal is based on the same criteria, even as they are applied in a nuanced way.

The dimension “Program design and strategic alignment” addresses many high-level elements, focusing on how likely programs are to achieve progress toward some of the Wikimedia movement's strategic priorities. Programs need to show clear links between strategic priorities and program objectives, program objectives and targets, and targets and program activities. In addition, programs should focus on areas that will impact participation, reach, and quality on the Wikimedia projects, with an emphasis on approaches and programs that increase diversity.

Meanwhile, the dimension “Organizational capacity and effectiveness” looks at the ability of an organization to achieve its plan based on both past experience (as an indicator of future success) and current practice. An effective organization both learns from past experience and contributes to movement learning in the process. This dimension also includes effective and stable leadership that models good practices, and a rational approach to growth that is supported by the organization’s strategy and context.

Finally, we analyze the organization’s past experience with and current plan for budgeting. Here, we look at how the organization has performed against its plans and budgets in the past.

To complete the assessment, we assess each of the criterion in each category according to the following scale, which is not necessarily linear:

• Major strength
• Strength
• Neither a strength nor a concern
• Concern
• Major concern

Criterion	Description
Program design and strategic alignment
P1. Strategy and alignment	Programs objectives are strongly aligned with the Wikimedia strategic priorities of increasing reach, improving quality, or increasing participation. The organization has a strategic plan in place.
P2. Targets and logic models	Programs have specific, measurable, time-bound objectives with clear targets, and programs present clear links between planned activities and desired results.
P3. Needs assessments	Program objectives are based on needs assessed in consultation with stakeholders, including the communities and volunteers that are working together with this organization to achieve its program objectives.
P4. Potential for impact at scale	Programs could lead to significant impact on the Wikimedia strategic priorities of increasing reach, improving quality, or increasing participation, at scale and corresponding to the amount of funds requested.
P5. Evaluation methods	Programs include a plan for measuring results and ensuring learning, and employ effective evaluation tools and systems.
P6. New ideas and approaches, or thoughtful adaptations	Programs will test new ideas and approaches or will thoughtfully adapt ideas and approaches that may work in this organization’s context.
P7. Diversity	Programs will expand the participation in and reach of the Wikimedia movement, especially in parts of the world or among groups that are not currently well-served.
Organizational capacity and effectiveness
O1. Past results	This organization has had success with similar programs or approaches in the past, and has effectively measured and documented the results of its past work.
O2. Stability and leadership	Stable, effective leadership and good governance will enable this plan to succeed. Any leadership transitions are managed effectively.
O3. Learning from the past	This organization is addressing risks and challenges effectively, is learning from and documenting past experiences, and is applying learning to improve its current and planned programs.
O4. Improving movement practices	This organization effectively shares learning about its work with the broader movement and beyond.
O5. Community engagement	This organization effectively engages key communities and volunteers in the planning and implementation of its work.
O6. Capacity	This organization has the resources and ability (for example, expertise, staff, experience managing funds) to do the plan proposed.
Budget
B1. Past budgeting and spending	This organization has a history of budgeting realistically and managing funds effectively in the past.
B2. Proposed budget is realistic	This proposal includes a budget that is comprehensive and clear, and that corresponds to the activities proposed.
B3. Budget is focused on programmatic impact	Based on past performance and current plans, funds are allocated to programs and activities with corresponding potential for programmatic impact.