Grants:MetaSync/Reporting templates/Yearly Report

Yearly Learning Report ($$multiyear_year_of_funding$$ - $$multiyear_year$$)

Report Status: Unknown

Due date:

Funding program: $$request_or_grant_ids.fund_category$$

Report type: Yearly Learning Report (for multi-year fund recipients) , reporting year: $$multiyear_year$$

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General information

This form is for organizations, groups, or individuals receiving multi-year Wikimedia Community Funds to report on their yearly results.

Name of Organization: $$related_request_program_organization_id.name;N/A$$
Title of Proposal: $$request_or_grant_ids.project_title_long$$

Part 1 Understanding your work

1. Briefly describe how your proposed activities and strategies were implemented.

$$activities_implemented$$

2. Were there any strategies or approaches that you felt were effective in achieving your goals?

$$strategies_effective$$

3. Would you say that your project had any innovations? Are there things that you did very differently than you have seen them done by others?

$$innovations$$

4. Please describe how different communities participated and/or were informed about your work.

$$communities_participated$$

5. Documentation of your impact. Please use the two spaces below to share files and links that help tell your story and impact. This can be documentation that shows your results through testimonies, videos, sound files, images (photos and infographics, etc.) social media posts, dashboards, etc.

Upload Documents and Files

$$file_list;Story or impact document$$

Here is an additional field to type in URLs.

$$understanding_links;N/A$$

6. To what extent do you agree with the following statements regarding the work carried out with the support of this Fund? You can choose “not applicable” if your work does not relate to these goals.

Our efforts during the Fund period have helped to...
A. Bring in participants from underrepresented groups	$$efforts_for_underrepresented_groups$$
B. Create a more inclusive and connected culture in our community	$$efforts_create_inclusive_culture$$
C. Develop content about underrepresented topics/groups	$$efforts_content_about_underrepresented_groups$$
D. Develop content from underrepresented perspectives	$$efforts_content_from_underrepresented_perspectives$$
E. Encourage the retention of editors	$$efforts_encourage_retention_editors$$
F. Encourage the retention of organizers	$$efforts_encourage_retention_organizers$$
G. Increased participants' feelings of belonging and connection to the movement.	$$efforts_participants_belonging$$

7. Is there anything else you would like to share about how your efforts helped to bring in participants and/or build out content, particularly for underrepresented groups?

$$share_efforts_for_underrepresented_groups;N/A$$

Part 2: Your main learning

8. In your application, you outlined your learning priorities. What did you learn about these areas during this period?

$$learning_learn_during_this_period$$

9. Did anything unexpected or surprising happen when implementing your activities?

$$learning_unexpected_situations$$

10. How do you hope to use this learning? For instance, do you have any new priorities, ideas for activities, or goals for the future?

$$learning_hope_for_learning$$

11. If you were sitting with a friend to tell them one thing about your work during this fund, what would it be (think of inspiring or fascinating moments, tough challenges, interesting anecdotes, or anything that feels important to you)?

$$learning_fascinating_example$$

12. Please share resources that would be useful to share with other Wikimedia organizations so that they can learn from, adapt or build upon your work. For instance, guides, training material, presentations, work processes, or any other material the team has created to document and transfer knowledge about your work and can be useful for others. Please share any specific resources that you are creating, adapting/contextualizing in ways that are unique to your context (i.e. training material).

Upload Documents and Files

$$file_list;Resource document$$

Here is an additional field to type in URLs.

$$learning_links;N/A$$

Part 3: Metrics for $$multiyear_year_of_funding$$

13a. Open and additional metrics data

Open Metrics
Results	Comments	Methodology
$$metric_other_results_text;N/A$$	$$metric_other_comments;N/A$$	$$metric_other_tools;N/A$$
$$metric_other_results_2;N/A$$	$$metric_other_comments_2;N/A$$	$$metric_other_tools_2;N/A$$
$$metric_other_results_3;N/A$$	$$metric_other_comments_3;N/A$$	$$metric_other_tools_3;N/A$$
$$metric_other_results_4;N/A$$	$$metric_other_comments_4;N/A$$	$$metric_other_tools_4;N/A$$
$$metric_other_results_5;N/A$$	$$metric_other_comments_5;N/A$$	$$metric_other_tools_5;N/A$$

13b. Additional core metrics data.

Core Metrics Summary
Core metrics	Results	Comments	Methodology
Number of participants	$$metric_participants_results$$	$$metric_participants_comments$$	$$metric_participants_tools$$
Number of editors	$$metric_editors_results$$	$$metric_editors_comments$$	$$metric_editors_tools$$
Number of organizers	$$metric_organizers_results$$	$$metric_organizers_comments$$	$$metric_organizers_tools$$

**Number of new content contributions per Wikimedia project**
Results	Comments	Methodology
$$metric_project_content_results;N/A$$	$$metric_project_content_comments;N/A$$	$$metric_project_content_tools;N/A$$
$$metric_project_content_results_2;N/A$$	$$metric_project_content_comments_2;N/A$$	$$metric_project_content_tools_2;N/A$$
$$metric_project_content_results_3;N/A$$	$$metric_project_content_comments_3;N/A$$	$$metric_project_content_tools_3;N/A$$
$$metric_project_content_results_4;N/A$$	$$metric_project_content_comments_4;N/A$$	$$metric_project_content_tools_4;N/A$$
$$metric_project_content_results_5;N/A$$	$$metric_project_content_comments_5;N/A$$	$$metric_project_content_tools_5;N/A$$

14. Were there any metrics in your proposal that you could not collect or that you had to change?

$$metrics_not_collected_or_changed;N/A$$

15. If you have any difficulties collecting data to measure your results, please describe and add any recommendations on how to address them in the future.

$$metrics_difficulties_collecting_data;N/A$$

16. Use this space to link or upload any additional documents that would be useful to understand your data collection (e.g., dashboards, surveys you have carried out, communications material, training material, etc).

Upload Documents and Files

$$file_list;Other public document$$

$$file_list;Evaluation document$$

Here is an additional field to type in URLs.

$$metric_links;N/A$$

Part 4: Organizational capacities & partnerships

17. Organizational Capacity

Organizational capacity dimension
A. Financial capacity and management	$$org_capacity_grown_financial$$
B. Conflict management or transformation	$$org_capacity_conflict_management$$
C. Leadership (i.e growing in potential leaders, leadership that fit organizational needs and values)	$$org_capacity_leadership$$
D. Partnership building	$$org_capacity_partnership$$
E. Strategic planning	$$org_capacity_strategic_planning$$
F. Program design, implementation, and management	$$org_capacity_program_design$$
G. Scoping and testing new approaches, innovation	$$org_capacity_scoping_and_testing$$
H. Recruiting new contributors (volunteer)	$$org_capacity_recruiting$$
I. Support and growth path for different types of contributors (volunteers)	$$org_capacity_support_growth$$
J. Governance	$$org_capacity_governance$$
K. Communications, marketing, and social media	$$org_capacity_communications_marketing$$
L. Staffing - hiring, monitoring, supporting in the areas needed for program implementation and sustainability	$$org_capacity_staffing$$
M. On-wiki technical skills	$$org_capacity_tech_skills$$
N. Accessing and using data	$$org_capacity_assessing_data$$
O. Evaluating and learning from our work	$$org_capacity_evaluating$$
P. Communicating and sharing what we learn with our peers and other stakeholders	$$org_capacity_communicating_sharing$$
$$org_capacity_other_1_name;N/A$$	$$Org_capacity_other_1$$
$$org_capacity_other_2_name;N/A$$	$$Org_capacity_other_2$$

17a. Which of the following factors most helped you to build capacities? Please pick a MAXIMUM of the three most relevant factors.

$$factors_build_capacities$$

17b. Which of the following factors hindered your ability to build capacities? Please pick a MAXIMUM of the three most relevant factors.

$$factors_hinder_build_capacities$$

18. Is there anything else you would like to share about how your organizational capacity has grown, and areas where you require support?

$$org_capacity_additional_support;N/A$$

19. Partnerships over the funding period.

Over the fund period...
A. We built strategic partnerships with other institutions or groups that will help us grow in the medium term (3 year time frame)	$$partnerships_strategic_partnerships_diversity$$
B. The partnerships we built with other institutions or groups helped to bring in more contributors from underrepresented groups	$$partnerships_strategic_contributors_underrepresented$$
C. The partnerships we built with other institutions or groups helped to build out more content on underrepresented topics/groups	$$partnerships_built_content_underrepresented$$

19a. Which of the following factors most helped you to build partnerships? Please pick a MAXIMUM of the three most relevant factors.

$$factors_build_partnerships;N/A$$

19b. Which of the following factors hindered your ability to build partnerships? Please pick a MAXIMUM of the three most relevant factors.

$$factors_hinder_partnerships;N/A$$

20. Please share your learning about strategies to build partnerships with other institutions and groups and any other learning about working with partners?

$$partnerships_additional_share$$

Part 5: Sense of belonging and collaboration

21. What would it mean for your organization to feel a sense of belonging to the Wikimedia or free knowledge movement?

$$belonging_for_group$$

22. How has your (for individual grantees) or your group/organization’s (for organizational grantees) sense of belonging to the Wikimedia or free knowledge movement changed over the fund period?

$$belonging_changes_over_fund_period$$

23. If you would like to, please share why it has changed in this way.

$$belonging_why_changed;N/A$$

24. How has your group/organization’s sense of personal investment in the Wikimedia or free knowledge movement changed over the fund period?

$$belonging_sense_of_investment$$

25. If you would like to, please share why it has changed in this way.

$$belonging_investment_why_changed;N/A$$

26. Are there other movements besides the Wikimedia or free knowledge movement that play a central role in your motivation to contribute to Wikimedia projects? (for example, Black Lives Matter, Feminist movement, Climate Justice, or other activism spaces) If so, please describe it below.

$$belonging_other_movements;N/A$$

Supporting Peer Learning and Collaboration

We are interested in better supporting peer learning and collaboration in the movement.

27. Have you shared these results with Wikimedia affiliates or community members?

$$collaboration_shared_results$$

27a. Please describe how you have already shared them. Would you like to do more sharing, and if so how?

$$collaboration_shared_results_examples$$

28. How often do you currently share what you have learned with other Wikimedia Foundation grantees, and learn from them?

$$collaboration_shared_how_often$$

29. How does your organization currently share mutual learning with other grantees?

$$collaboration_share_with_grantees;N/A$$

Part 6: Financial reporting and compliance

30. Please state the total amount spent in your local currency.

$$total_spent_local_currency$$

31. Local currency type

$$currency$$

32. Please report the funds received and spending in the currency of your fund.

Upload Documents, Templates, and Files.

$$file_list;Financial report$$

Report funds received and spent, if template not used.

$$financial_fund_received_and_spent$$

33. If you have not already done so in your budget report, please provide information on changes in the budget in relation to your original proposal.

$$financial_changes_from_original;N/A$$

34. Do you have any unspent funds from the Fund?

$$financial_underspent_funds$$

34a. Please list the amount and currency you did not use and explain why.

$$financial_unspent_funds_explain;N/A$$

34b. What are you planning to do with the underspent funds?

$$financial_unspent_funds_plan;N/A$$

34c. Please provide details of hope to spend these funds.

$$financial_unspent_funds_plan_details;N/A$$

35. Are you in compliance with the terms outlined in the fund agreement?

$$financial_compliance_with_term$$

As required in the fund agreement, please report any deviations from your fund proposal here. Note that, among other things, any changes must be consistent with our WMF mission, must be for charitable purposes as defined in the grant agreement, and must otherwise comply with the grant agreement.

36. Are you in compliance with all applicable laws and regulations as outlined in the grant agreement?

$$financial_compliance_with_laws$$

37. Are you in compliance with provisions of the United States Internal Revenue Code (“Code”), and with relevant tax laws and regulations restricting the use of the Funds as outlined in the grant agreement? In summary, this is to confirm that the funds were used in alignment with the WMF mission and for charitable/nonprofit/educational purposes.

$$financial_compliance_with_revenue_code$$

38. If you have additional recommendations or reflections that don’t fit into the above sections, please write them here.

$$financial_recommendations$$