Grants:MetaSync/Reporting templates/Yearly Report v2
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Part 1: Understanding your work
Per the recent update on the Wikimedia Foundation Affiliates Strategy process, Wikimedia Affiliates that are General Support Fund grantees will fulfill their affiliate reporting requirements through their final or yearly grantee report.
If you are a Wikimedia Affiliate, you will use this form for your affiliate reporting and to address the affiliate health criteria. You do not need to submit a separate report to AffCom. Follow the guidance in the green boxes to report on how you met the corresponding affiliate health criteria.
If you are not a Wikimedia Affiliate, aligning your responses with the affiliate criteria is optional and not required.
1. Please share to what extent your programs, approaches, and strategies contributed to addressing the challenges you shared in your proposal. If they did not contribute as you believed they would, please share what obstacles you faced and what, if anything, you learned from them? (required)
For affiliates, use this space (Question 1.) to address Affiliate Health Criterion 1.1 (Goal delivery). Describe how you actively delivered on mission goals, e.g. content creation.
$$activities_implemented$$
2. Is there a plan to build on the key successes you had? If yes, please describe the plan and if no, please share the limitations to do so. For instance, did the activities lead to any new priorities, ideas for activities, or goals for the future? (required)
$$strategies_effective$$
3. Please provide a link to reports that detail the activities that took place in the last year. This can include an annual report, Meta pages, and websites. If there are no links available, briefly describe the implemented activities and programs below or upload any files. (required)
For affiliates, use this space (Question 3.) to address Affiliate Health Criteria 2.1 (Affiliate health & resilience), 4.1 (Internal engagement), 4.2 (Community connection), and 4.3 (Partnerships and collaboration):
- Describe your activities engaging new users, new members for your decision-making body(ies), and developing leaders and organizers (2.1).
- Describe your activities creating or hosting spaces to encourage greater collaboration and engagement among your members (4.1).
- Describe how you engage with the contributing community that you serve and/or support (4.2).
- Describe your partnerships with other affiliates or with non-Wikimedia entities (4.3).
$$understanding_links$$ $$file_list;Resource document$$
4. Are you interested in sharing what you achieved or learned this year with the wider community through different peer learning programs (e.g. Let's Connect program, Diff)? (optional)
$$innovations$$
5. Did you collect feedback from your community or target groups on how the activities implemented impacted them? If yes, please attach/provide information on the results (e.g. community surveys, stories, impact booklets/reports, interviews with partner institutions, etc). Did you collect other impact-specific data? (required)
For affiliates, the response to Question 5. also partially addresses Affiliate Health Criteria 4.1 (Internal Engagement), 4.2 (Community Connection), or 4.3 (Partnerships & collaboration), where applicable.
$$communities_participated$$
6. During the fund period, did your efforts do any of the following? (required):
For affiliates, the response to Question 6. also partially addresses Affiliate Health Criterion 2.2 (Diversity balance).
- 6.1 Bring in participants from the following groups: $$participant_groups$$
- 6.2 Develop content about the following underrepresented topics or groups of people: $$content_underrepresented_groups$$
- 6.3 Support the retention of: $$retained_groups$$
7. What, if any, effective tactics or approaches can you share that worked well when dealing with the programs under points 6.1-6.3 that you selected? (optional)
$$share_efforts_for_underrepresented_groups$$
8. If you developed partnerships, which of the following factors most helped you to build partnerships? Please pick a MAXIMUM of the three most relevant factors (optional):
$$factors_build_partnerships;N/A$$
Part 2: Metrics for $$multiyear_year_of_funding$$
| Wikimedia Metrics | Target ($$multiyear_year_of_funding$$) | Results ($$multiyear_year_of_funding$$) | Comments and tools used |
|---|---|---|---|
| Number of all participants | $$metric_participants_results$$ | $$metric_participants_tools$$ | |
| Number of all editors | $$metric_editors_results$$ | $$metric_editors_tools$$ | |
| Number of new editors | $$metric_editors_results$$ | ||
| Number of retained editors | $$metric_editors_results$$ | ||
| Number of all organizers | $$metric_organizers_results$$ | $$metric_organizers_tools$$ | |
| Number of all organizers | $$metric_organizers_results$$ |
| Wikimedia project | Target - Number of created pages ($$multiyear_year_of_funding$$) | Target - Number of improved pages ($$multiyear_year_of_funding$$) | Result - Number of created pages ($$multiyear_year_of_funding$$) | Result - Number of improved pages ($$multiyear_year_of_funding$$) |
|---|---|---|---|---|
| Wikipedia | $$metrics_wikipedia_articles_created_or_improved$$ | $$metrics_wikipedia_articles_improved$$ | ||
| Wikimedia Commons | $$metrics_commons_files_uploaded$$ | $$metrics_commons_files_improved$$ | ||
| Wikidata | $$metrics_wikidata_items_created_or_improved$$ | $$metrics_wikidata_items_improved$$ | ||
| Wiktionary | $$metrics_wiktionary_entries_created_or_improved$$ | $$metrics_wiktionary_entries_improved$$ | ||
| Wikisource | $$metrics_wikisource_pages_books_created_or_improved$$ | $$metrics_wikisource_pages_improved$$ | ||
| Wikimedia Incubator | $$metrics_incubator_content_created_or_improved$$ | $$metrics_incubator_content_improved$$ | ||
| Translatewiki | $$metrics_wmproject_translatewiki_target$$ | $$metrics_wmproject_translatewiki_improved$$ | ||
| MediaWiki | $$metrics_wmproject_mediawiki_target$$ | $$metrics_wmproject_mediawiki_improved$$ | ||
| Wikiquote | $$metrics_wikiquote_pages_created_or_improved$$ | $$metrics_wikiquote_pages_improved$$ | ||
| Wikivoyage | $$metrics_wikivoyage_articles_created_or_improved$$ | $$metrics_wikivoyage_articles_improved$$ | ||
| Wikibooks | $$metrics_wikibooks_created_or_improved$$ | $$metrics_wikibooks_pages_improved$$ | ||
| Wikiversity | $$metrics_wikiversity_pages_created_or_improved$$ | $$metrics_wikiversity_pages_improved$$ | ||
| Wikinews | $$metrics_wikinews_articles_created_or_improved$$ | $$metrics_wikinews_articles_improved$$ | ||
| Wikispecies | $$metrics_wikispecies_pages_created_or_improved$$ | $$metrics_wikispecies_pages_improved$$ | ||
| Wikifunctions or Abstract Wikipedia | $$metrics_wmproject_wikifunctions_target$$ | $$metrics_wmproject_wikifunctions_improved$$ |
11. Did you set other quantitative and qualitative targets for your project (other metrics)? (required): $$other_metrics;;bool$$
11.1. Other Metrics.
In your application, you outlined some other open metrics that you would like to measure. Please fill out the achieved results for each of the open metrics you defined.
| Other Metrics | Description | Target | Results | Comments | Methodology |
|---|---|---|---|---|---|
| $$metric_other_results_text;N/A$$ | $$metric_other_comments;N/A$$ | $$metric_other_tools;N/A$$ | |||
| $$metric_other_results_2;N/A$$ | $$metric_other_comments_2;N/A$$ | $$metric_other_tools_2;N/A$$ | |||
| $$metric_other_results_3;N/A$$ | $$metric_other_comments_3;N/A$$ | $$metric_other_tools_3;N/A$$ | |||
| $$metric_other_results_4;N/A$$ | $$metric_other_comments_4;N/A$$ | $$metric_other_tools_4;N/A$$ | |||
| $$metric_other_results_5;N/A$$ | $$metric_other_comments_5;N/A$$ | $$metric_other_tools_5;N/A$$ |
Part 3: Skill Development / Capacity Building
12. Reflecting on your programmatic (external) and organizational (internal) work, did your grant support you to undergo any skill development that made a difference to your success? If yes, what skill was developed, and how did it lead to success? (e.g. received coaching on public speaking, attended training on nonviolent communication, hosted professional development conversations on leadership, learned and used a new tool for project management, etc.)? Can you share any materials? (required)
For affiliates, use this space (Question 12.) to address Affiliate Health Criteria 2.2 (Diversity balance) and 3.1 (Diverse, Skilled, and Accountable Leadership):
- Describe actions taken to prioritize gender balance in affiliate leadership, as well as any areas of diversity relevant to your affiliate's context (2.2).
- Describe the management, financial, or other leadership skills of your affiliate leaders. If you have a succession plan, please include it here (3.1).
- Describe any training or skill development (as outlined in the question above) (3.1).
- Incorporate into the annual report a disclosure of conflict of interests (if any) from the leadership (3.1).
$$org_capacity_additional_support$$
13. What is one capacity/skill area that you would like to focus on for the next year? And how do you plan to achieve this capacity? (required)
$$capacity_focus$$
14. If you have additional information or reflections that don’t fit into the above sections, please write them here. Use the space below to upload any additional documents that would be useful to understand your report.
For affiliates, also use this section (Question 14.) to address Affiliate Health Criteria 2.3 (Good governance & communication) and 3.3 (Universal Code of Conduct compliance).
- Describe and link to any public-facing information on affiliate leadership, membership, elections, and/or decision-making processes (2.3).
- Describe any activities incorporating, promoting awareness about, or enforcing the Universal Code of Conduct in your affiliate's activities (3.3).
$$financial_recommendations$$
- $$file_list;Other public document$$
- $$file_list;Evaluation document$$
Part 4: Financial reporting
For affiliates, also use this section (Part 4: Financial reporting) to address Affiliate Health Criterion 3.2 (Financial & Legal Compliance).
| Description | Amount spent ($$request_or_grant_ids.currency_local$$) |
|---|---|
| Personnel costs | $$staff_and_contractor_costs_spent$$ |
| Operational costs | $$operational_costs_spent$$ |
| Programmatic costs | $$programmatic_costs_spent$$ |
| Total ($$multiyear_year_of_funding$$) | $$total_spent_local_currency$$ |
| Other revenue | $$other_revenue_spent$$ |
| Remaining funds ($$multiyear_year_of_funding$$) | $$financial_unspent_funds_amount;N/A$$ |
15. Please state the total amount spent from this fund in your local currency. (required)
$$total_spent_local_currency$$ $$request_or_grant_ids.currency_local$$
16. Please provide an overview of the amount spent from this fund in the following budget categories in your local currency. (required)
- Operational costs: $$operational_costs_spent$$ $$request_or_grant_ids.currency_local$$
- Programmatic costs: $$staff_and_contractor_costs_spent$$ $$request_or_grant_ids.currency_local$$
- Staff and contractor costs: $$programmatic_costs_spent$$ $$request_or_grant_ids.currency_local$$
17. Did you have any other revenue sources (e.g. other funding, membership contributions, donations)? (required): $$other_revenue;;bool$$
- 17.1. Provide the total amount received from other revenue sources in your local currency. (required): $$other_revenue_received$$ $$request_or_grant_ids.currency_local$$
- 17.2. Provide the total amount spent from other revenue sources in your local currency. (required): $$other_revenue_spent$$ $$request_or_grant_ids.currency_local$$
18. Provide a financial report document which will provide the details of funds received and spent in the currency of your fund. (required)
- Upload Documents, Templates, and Files.
- $$file_list;Financial report$$
- Report funds received and spent, if template not used.
- $$financial_fund_received_and_spent$$
18.2. If you have not already done so in your financial spending report, provide information on changes in the budget in relation to your original proposal. (optional)
$$financial_changes_from_original;N/A$$
19. Do you have any unspent funds from this funding?: $$financial_underspent_funds$$
20. Final confirmations (required)
- 20.1. Are you in compliance with the terms outlined in the fund agreement? You must be in compliance 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 Wikimedia Foundation mission and for charitable/nonprofit/educational purposes.
- $$financial_compliance_with_term$$
- 20.2. Are you in compliance with all applicable laws and regulations as outlined in the grant agreement?
- $$financial_compliance_with_laws$$
- 20.3. 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.
- $$financial_compliance_with_revenue_code$$
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