Strategy/Wikimedia movement/2018-20/Transition/List of Initiatives/Complete

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This is a list of initiatives (i.e. key outcomes, changes or actions) embedded in the Wikimedia 2030 Movement Strategy recommendations and raw material for implementation that is to be prioritized by communities in the ongoing Transition Phase.

There is a simplified version of this list to make it easier to read and translate.

List

Recommendation	Initiatives			Theme	Key actions
	No.	Clusters	Actions and Changes in full		Further details from the recommendation
1. Increase the Sustainability of our Movement	1	Systematic approach to improve satisfaction and productivity	Develop a systematic approach to assess and improve the satisfaction and productivity of people engaged in the Movement	Coordination, research	Assess the needs of groups and volunteers, taking into account their local contexts for effective support and recognition of efforts.
	1		Continuously engaging and supporting publicly diverse types of online and offline contributors.	Coordination, research
	2	Funding for underrepresented communities	Dedicate a significantly larger amount of Movement funding to support emerging and marginalized communities and groups	Resourcing	Based on their needs, including reimbursement for staffing, operational costs, and other activities not directly related to adding, curating or editing content.
	3	Increased awareness about the Wikimedia Movement	Increase awareness about the Wikimedia Movement, its values, achievements, projects, and communities worldwide	Advocacy, coordination, communication, revenue	to secure the attention, trust, and interest of knowledge consumers, volunteers, partners, and donors. See merchandising and revenue generation for the movement below
	4	Global revenue generation policy + fundraising strategy	Global policy to all Movement entities to outline rules for revenue generation and what may be adapted to local contexts and needs, in order to distribute revenue generation responsibilities and diversify its streams	Governance, revenue	This policy will balance sustainability, our mission and values, and financial independence. Ensuring funds are raised and spent in a transparent and accountable manner.
			Distribute the responsibility of revenue generation across Movement entities and develop local fundraising skills to increase sustainability.	Revenue, coordination, skills development	Fundraising strategy - increased revenue and diversified revenue streams across the Movement
			Explore new opportunities for both revenue generation and free knowledge dissemination through partnerships and earned income
	5	Developing enterprise-level API	Building enterprise-level APIs (with high standards of availability, throughput, and usability).	Revenue, product
	5	Developing enterprise-level API	Develop safeguards to ensure access to API for non-commercial, research, and small to moderate commercial use.
	6	Engagement of third party ecosystems	Active engagement of third party ecosystems in the development of MediaWiki technologies	Coordination, product	(e.g. Wikibase and Parsoid)
	7	Revenue generation for the Movement	Providing professional and consultancy services concerning MediaWiki technologies.	Revenue, product
			Creating merchandising and making use of the Wikimedia brand.
			Diversified global approach for revenue possibilities through virtual assistants and search engines of the use of our platform and product.
	8	Align with environmental sustainability initiatives	Initiatives for our Movement to align with Environment sustainability initiatives	Coordination
2. Improve User Experience	9	Methodology to improve the Wikimedia platform UX research, design, testing and community engagement	Involve representatives of designers, technical developers, communities, and user profiles in iterative UX design, research and result dissemination processes	Coordination; product; research	To raise awareness and enable better decision-making
			Test and validate the usability of products with different user profiles		Advanced editors, technical contributors, and newcomers reflecting the diversity we aim for
		Community engagement around product design and UX	Inform communities about the state of UX, collaborate on needs, and support them in taking responsibility to be more inclusive		by addressing barriers that prevent growth, diversification, and participation.
		Adaptable UX to various devices	Interfaces designed intentionally for a wide range of devices	Product	So users can consume and contribute in diverse contexts
			Iterative and inclusive process of research for enhancing User Experience, continuous assessment of user experience	Research and assessment
			Understanding changes and adapting our platforms and spaces to meet diverse user needs
			Provide positive experience of the Wikimedia ecosystem for both consumption and contribution to knowledge
	10	Compatibility with Accessibility Guidelines	Support compliance with the most advanced accessibility guidelines using free and open-source software	Product; safety	E.g. WCAG for web, W3C mobile web best practices, etc.
	11	Resources for newcomers	Easy-to-find and easy-to-understand resources for newcomers	Product; skills development	Including onboarding media and guiding interfaces helping them independently learn and navigate
	12	Peer-to-peer spaces	Spaces that allow finding peers with specific interests, roles, and objectives along with communication channels to interact, collaborate and mentor each other.	Coordination; product; skills development
	13	Platform functionality and documentation standards	Documentation and standards to capture platform functionalities for evaluation, learning, and improvement.	Coordination; product	See also 'manage internal knowledge'
	14	Cross-project tool development and reuse	Tools to connect cross-project and cross-language functionalities to provide an enhanced experience of the knowledge contained in the Wikimedia ecosystem for a particular interest, informational need or inquiry	Coordination; product
			Clear pathways for advancing new wiki proposals (including new language versions) and for reusing community-developed software features
			Developer tooling and high-quality documentation to allow technical contributors to create and maintain tools with usability and efficiency.
	15	Partnerships to develop Wikimedia API	Make the Wikimedia API suite more comprehensive, reliable, secure and fast, in partnership with large scale users where that aligns with our mission and principles	Coordination; product	to improve the user experience of both our direct and indirect users, increase the reach and discoverability of our content and the potential for data returns, and improve awareness of and ease of attribution and verifiability for content reusers.
3. Provide for Safety and Inclusion	16	Code of Conduct	Create a Code of Conduct, in collaboration with communities, to provide a universal baseline of acceptable behavior for the entire Movement without tolerance for harassment	Safety; coordination; governance	This will be done through an inclusive process with respect to context, existing local policies, as well as enforcement and conflict resolution structures.
	17	Private incident reporting	Create pathways for users to privately report incidents, either technical or human, including harassment	Product; safety	To have them addressed effectively and with appropriate urgency regardless of language or location.
	18	Baseline of community responsibilities	Establish a baseline of community responsibilities for safeguarding and maintaining a healthy working atmosphere for both online and offline Wikimedia involvement, along with procedures for reporting and follow-up	Coordination; safety; governance
			Attract and retain volunteers to a safe, and harassment-free environment
			Contributors have conditions and resources enabling them to participate without having their security compromised
	19	Develop a safety assessment and execution plan - technical, human, and legal support processes	Research and develop an adaptable safety assessment and execution plan, as well as rapid response and support infrastructure psychological support (e.g., therapists, counselors, mediators), technical support (e.g., anonymization mechanisms), legal assistance (e.g., list of partner lawyers, facilitation of legal representation at a local level), fast-track escalation path in life-threatening situations, procedures for reacting to large scale challenges, such as socio-political unrest and environmental threats, training and opportunities to raise awareness and build response capacity for community safety and conflict management.	Coordination; safety; skills development	This would ensure that on and offline contributors have available resources ready and accessible to mitigate the harm caused by their Wikimedia activities
	19		Framework and standards for a contextual evaluation regarding safety of contributors
	20	Advocacy - local capacity development	Develop local capacity for advocacy for legal and regulatory frameworks our communities need to make our projects thrive.	Skills development; advocacy
	21	Built-in platform mechanisms for safety	Establish built-in platform mechanisms aimed at safety of contributors in their contexts (e.g. anonymization mechanisms)	Product; safety	These mechanisms need to be assessed for opportunities and risks in particular projects or contexts including risk of harassment and vandalism See 'ensure anonymity' below in this recommendation
	21	Built-in platform mechanisms for safety	Ensure anonymity, privacy, access to necessary security measures to address practices such as doxing and trolling
4. Ensure Equity in Decision-Making	22	Movement Charter	Create a Movement Charter	Coordination; governance	Lay the values, principles and policy basis for Movement structures, including the roles and responsibilities of the Global Council, regional and thematic hubs, as well as other existing and new entities and decision-making bodies, Set requirements and criteria for decisions and processes that are Movement-wide to be legitimate and trusted by all stakeholders, e.g. for Maintaining safe collaborative environments, Ensuring Movement-wide revenue generation and distribution, Giving a common direction on how resources should be allocated with appropriate accountability mechanisms. Defining how communities work together and are accountable to each other. Setting expectations for participation and the rights of participants. Establish a temporary committee, consisting of participants representative of the diversity of the global Movement, who will work openly, transparently, and in close collaboration with the broader movement and communities in order to: Serve as an Interim Global Council and play a leadership role in supporting the implementation of the Movement Strategy. Oversee the development of the Movement Charter in consultation with communities, organizations and subject matter experts, Engage with the Board of Trustees of the Wikimedia Foundation to identify areas of its current responsibilities Design an independent and transparent process, along with an independent legal assessment, to transfer those responsibilities and authorities to the appropriate Movement-led bodies.
	23	Interim Global Council	Establish an Interim Global Council to play a leadership role in supporting the implementation of the Movement Strategy.	Coordination; governance	See below
	24	The Global Council	Establish a Global Council	Coordination; governance	Establish a Global Council representative of the Movement in its role and composition. It will be composed of both elected and selected members, in a way designed to reflect the breadth and diversity of participation not only in the Movement at present but also in communities we wish to serve. This body will have authorities and responsibilities outlined in the Charter, and these should include, but not be limited to: Overseeing the implementation of Movement Strategy, with community input wherever possible, and its alignment across established structures of the Movement; Overseeing further development and endorsement of the Movement Charter; Enforcing accountability of all Movement organizations around: , Use of Movement funds; Alignment with the Wikimedia mission, vision, and Strategic Direction; Compliance with the Movement Charter; Appropriate use of movement branding and marks; Setting frameworks on resource allocation and revenue generation for the Movement. Any responsibility that the Interim Global Council has identified as needing to be delegated by the Board.
			Commission an independent legal assessment, for transfer of responsibilities and authorities to the appropriate Movement-led bodies.
			Existing Movement structures (Affiliations Committee or Funds Dissemination Committee), to be reviewed and adapted		During implementation and the development of the Charter
			Ensure equitable opportunities for participation in decision-making and resource allocation
			Movement stakeholders to have the mandate, knowledge, and resources to be present in decision-making process that affects them
	25	Regional & thematic hubs	Actively facilitate and support the creation of regional and thematic hubs	Coordination; governance	* Assess which thematic (e.g. advocacy, capacity building, partnerships, research, etc.) or geographic areas of the Movement need structures that support coordination across stakeholders. Hubs are either an enhancement of existing entities, collaborations between affiliates, or new structures formed for a specific purpose. - They are expected to emerge according to identified needs and organic initiatives. Hubs are independent in their daily work and operations, though coordinating with other stakeholders and sharing results of their work with the rest of the Movement. These structures will work toward high standards of diversity, inclusion, accountability, and equity in decision-making as per the Movement Charter. The concrete scope and functionality of these structures will be decided by communities and organizations based on their contexts and needs. These systems will follow the subsidiarity principle while making the following functions available: Allocation of resources; Providing legal support to community members and organizations, and evaluating safety and security guidelines and procedures adapted to local contexts; Coordinating capacity building; Supporting organizational growth through tailored advice and peer support Developing appropriate technologies to better serve communities.
			Framework for evaluating the hubs and methods of ensuring that hubs are interconnected
			A collaborative, supportive Movement to function together and avoid confusion
	26	Flexible resource allocation framework	Allocation of resources	Coordination; governance; resourcing	* In the immediate future, the Wikimedia Foundation should increase overall financial and other resources directed to the Movement for the purpose of implementing Movement strategy. These additional resources should support new regional and thematic hubs and other Movement organizations in addition to existing Movement organizations and affiliates. In the near future, the Movement should play a guiding role in resource allocation. The processes for allocation should be designed through consultation and described in the Movement Charter. This transition to Movement-led guidance should occur in a timely fashion. The Global Council should oversee the implementation of the guidance given by the Movement as described in the Movement Charter, including recommendations for funds allocation to regional and thematic hubs and other Movement organizations while recognizing the involved organizations’ legal and fiduciary obligations. Based on frameworks set by the Global Council, regional and thematic hubs will facilitate resource allocation through approaches that are reliable, contextualized, flexible, and resilient to secure -and sustain communities and organizations with multi-year plans. Funding systems will need to be flexible in terms of length, merging strategic goals of the Movement with local needs and directives, specifying mutual accountabilities, and opening pathways to local funding initiatives.
			Create a distributed decision-making process to provide access to resources through distributed, decentralized power structures
			Wikimedia Foundation should increase overall financial and other resources directed to the Movement for the purpose of implementing Movement strategy.		* These resources should support new regional and thematic hubs and other Movement organizations In the near future, the Movement should play a guiding role in resource allocation The processes for allocation should be designed through consultation and described in the Movement Charter The Global Council should oversee the implementation of recommendations for funds allocation to regional and thematic hubs and other Movement organizations Based on frameworks set by the Global Council, regional and thematic hubs will facilitate resource allocation Funding systems will need to be flexible in terms of length, local needs and directives, specifying mutual accountabilities, and opening pathways to local funding initiatives.
			Resources should be allocated 'in' and 'by' people in each context and tailored to address their needs
	27	Guidelines for board functions and governance	Establish good practice guidelines for how boards function, such as term limits, election and selection processes, and other governance questions where applicable and relevant for a community	Coordination; governance	* Establish good practice guidelines for how boards function, such as term limits, election and selection processes, and approaches to other governance questions where applicable and relevant for a community. These guidelines will need to be adapted and contextualized by each stakeholder. Boards would be held accountable for following good practices by the Global Council. For those that do not, the Global Council will create mechanisms to review and provide support. Collectively define good practice guidelines for how to both empower/inspire and enable/support new volunteers to run for different types of elected roles. These efforts will be particularly focused on underrepresented groups. Ensure leadership positions and ways of accessing them are documented, transparent, and accessible.
5. Coordinate Across Stakeholders	28	Living documents to define responsibilities for specific areas of work	Create and keep updated shared documents defining clear responsibilities and expected capabilities for specific activities like advocacy, capacity building, partnerships, product, and technology, among others.	Coordination, governance	These documents reflect common shared values, needs, principles, and accountability and facilitate growth and inclusivity. *see Equity in Decision-Making, guidelines for board functions and governance
	29	Enhance communication and collaboration capacity with partners and collaborators	Create spaces for communication and collaboration between and with technical contributors to increase the scale and impact of our work and infrastructure sustainability	Coordination, product, technology	* A space for partners and other collaborators on specific content area workflows that require tools, updating, and improving A space for participation and communication for third-party developers - identify and resolve core barriers to make way for collaborative work on modern technologies, creating new interfaces, and improving our user experiences. Improve communication channels and spaces between developers and communities - to receive feedback as well as to create processes for mentoring, training, and organizing code review and documentation writing, among others. Improve understanding and engagement between volunteer communities and other parts of our Movement
	30	Technology Council	Create a Technology Council to establish processes for introducing new functionalities onto Wikimedia platforms and tools	Coordination; governance; product; technology	The aim is to improve communication between staff developers and other technical contributors to better network, coordinate innovation, provide and obtain support, and foster input on decisions and resource allocations that impact communities. Establish processes for introducing new functionalities onto Wikimedia platforms and tools Improve communication between staff developers and other technical contribute Nurture networking, coordinating innovation, providing support
6. Invest in Skills and Leadership Development	31	Global approach for local skill development - gathering data, matching peers, mentorship, recognition	Create a systematic, global approach for skill development	Coordination, skills development, product, research and assessment	* Establish methodology that maps assets and needs, and generates (aggregated) data for deploying skills development initiatives based on real needs Establish a service that facilitates connecting/matching peers across the Movement for teaching and learning skills Encourage a diversity of methods, including training, mentoring, consulting, online learning, peer-to-peer support, and events. Create incentives for skill development (online and offline) through the recognition of skills
	31		Local skill development with global coordination		Learning across communities, build upon existing expertise, and increase local skills for online and offline activities.
	32	Leadership development plan	Systematic, globally-coordinated leadership development plan	Coordination, skills development, research and assessment	* Establish a process to understand and model leadership according to skills necessary in each context Deploy tools or processes based on existing volunteer engagement that support communities in identifying potential leaders. Invite potential leaders from other social movements to diversify and enrich the Movement through sharing experiences Provide training options (e.g. online, in-person) at local and regional levels to allow individuals to acquire leadership skills Create an outline of roles and skills that contextually encourage self-governance and ensure subsidiarity
	32	Leadership development plan	Invest in individuals to develop the abilities needed to effect change in the Movement		We envision a Movement built by committed, well-trained, socially- and technically-skilled individuals from different backgrounds that reflect the diversity of global communities
	33	Skill development infrastructure	Invest in new or existing technological infrastructure which facilitates learning of skills through functional, collaborative, real-time tools and quality content	Skills development, product, technology	* User-friendly, searchable, multilingual, multi-format curated platform to host learning resources Learning resources (e.g. “learning packs”) directed to individuals and organizations joining the Movement to encourage self-directed knowledge acquisition and development of skills Learning packs required to understand issues that relate to scalability, sustainability and any of the areas considered in the Wikimedia Movement Strategy recommendations Procedures to evaluate the quality of learning content and to facilitate the transfer of knowledge at global and local levels * see also Manage Internal Knowledge
7. Manage Internal Knowledge	34	Facilitate a culture of documentation	Facilitate a culture of documentation to become integral to Wikimedia’s work and evaluation and as an outcome in itself	Coordination	Resource its creation in key areas, such as capacity building, advocacy, partnerships, and technology
	35	Establish a movement wide knowledge base	Establish a knowledge-base system with access to all Movement learning assets	Coordination, product, skills development	* Design the knowledge-base to be user-friendly, inclusive, functional, participatory, multilingual, and searchable. Make internal knowledge resources accessible through project platforms so users can be aware of what exists for them to use and where they can find it. Create clear documentation regarding infrastructure development and scalability, to transparently engage more Movement stakeholders. Encourage the creation of metadata for every piece of internal knowledge to support its findability through search tools. * see also Invest in Skills and Leadership Development
	35	Establish a movement wide knowledge base	Encourage the growth and maintenance of this knowledge-base		* Encourage sprints with focused scope to avoid cost and time overruns. Adapt content, training, and learning to local contexts and involve diverse communities to ensure knowledge is accessible and available in multiple forms. Support the creation of reports to measure and evaluate the Movement’s progress accurately, thus creating better awareness and setting informed priorities. Provide dedicated staff to assist with content curation, discoverability, quality assurance, user support, and to facilitate peer-to-peer matchmaking.
8. Identify Topics for Impact	36	Identify the impact of Wikimedia projects & content	Research how our content is used: measuring the coverage, quality, and verifiability of content, the public's trust, and their ability to access and understand our content	Product, safety, research	This will give us a better understanding of the different ways in which Wikimedia content can make an impact on improving people’s lives. Prioritize resources accordingly for Wikimedia organizations
		Misinformation	Understand how our projects can be misused or abused by detecting threats with significant potential for harm	Safety, research	(such as misinformation, disinformation or scams).
		Identifying impactful topics	Conduct and support research and analysis to identify topic areas that have a high impact on the world and on knowledge consumers.	Research	* This requires developing tools to analyze content, creating a shared understanding of impact among Movement stakeholders, and developing relationships with specialized partners. Map topic areas in close collaboration with projects, partners and local communities to benefit from their expertise and ensure their autonomy and independence.
	37	List of high-impact topics	Encourage coverage of collectively-identified priority topics	Coordination, events	Projects will benefit from efforts of creating content and from prioritizing resources towards addressing identified gaps
	37	Bridging content gaps	Implement initiatives to fill content gaps on topics which may have more impact	Coordination, events	* While respecting our long-standing principles of welcoming everyone who wishes to contribute to any topic within each project’s guidelines. This might involve community initiatives, outreach, stipends, grants and other funding, partnerships, and employing methodologies supported by technology, such as artificial intelligence and machine learning.
	38	Content initiatives in underrepresented communities	Advocate for and build capacity around content creation and quality writing in areas where both editors and content are missing	Skills development, advocacy	for example through regional and thematic hubs. * see also Invest in Skills and Leadership Development
9. Innovate in Free Knowledge	39	Identifying policies that hinder knowledge equity	Consult with communities and experts to identify policies in Wikimedia projects that act as barriers of access to content related to underrepresented communities	Coordination, research	(e.g. Notability)
	40	Policies for experimentation with projects for knowledge equity	Experiment and create new projects or policies to address gaps in knowledge equity	Coordination, governance, product
	40		Create pathways to new projects, create new functionalities, or encourage communities to create new policies that address these barriers		The goal is to allow the inclusion and preservation of all forms of human knowledge in all socio-cultural contexts (e.g. encourage refining reliability criteria to provide guidelines to identify reliable sources from oral or non-Western knowledge resources, encourage ensuring that notability criteria are relevant in all contexts).
	41	Continuous experimentation, technology, and partnerships for content, formats, and devices	Innovate in different formats, develop new software, integrate tools, establish partnerships and improve our policies	Product, technology, partnerships
			Build the necessary technology to make free knowledge content accessible in various formats		Support more diverse modes of consumption and contribution to our projects (e.g. text, audio, visual, video, geospatial, etc.).
			Create tools and partnerships to facilitate bringing content from other data and knowledge bases to our projects
10. Evaluate, Iterate, and Adapt	42	Monitoring, evaluation and learning at all levels with support and mutual accountability	Learning and evaluation at all levels, to verify our work	Coordination, research, technology, resourcing
			Provide financial and human resources and expertise for monitoring, evaluation, communicating progress, and learning		at all levels of the Movement (global, regional, local) on each of the recommendations
			Learnings to be communicated across our Movement		To increase self-awareness, resilience, and accountability among all stakeholders, allowing us to continuously adapt our strategies accordingly and perform periodic reviews to improve.
	43	Develop a comprehensive evaluation system for Movement activities and structures - including technology, coordination, capacity, policies and governance	Distribute responsibilities around the processes of monitoring, evaluating and learning with all Movement stakeholders so that they have mutual accountability and ensure continual progress.		(including coordination and knowledge management)
			Evaluate the relevance, effectiveness, efficiency, and impact of the development of the activities of the Movement.		* Continuously evaluate the implementation of the strategy recommendations in real-time, and disseminate to impacted stakeholders. Collaboratively establish common and contextualized indicators and desired impacts for measuring and monitoring progress on the goals of the strategic direction. This would include indicators for equity, advocacy, public policy, diversity in people and content, inclusion and openness towards newcomers, community health, technology, platforms’ usability, and accessibility, among others. Facilitate joint analysis, discussion and learning with the participation of communities and impacted stakeholders as appropriate. Access external, independent research to complement self-evaluation where needed and appropriate (always based on principles of participatory evaluation regarding Programs).
			Share and communicate results broadly		for each Movement area of work and for strategy recommendations to raise awareness and accountability, both among affiliates and contributors. * see also Manage Internal Knowledge
	44	Iterative change processes	Iterate change processes in the areas of technology development, coordination, capacity building, policies, and governance systems, and promote validation after research and testing.		This requires us to: Involve affected communities/stakeholders to assure that lessons from evaluation are shared to inform their activities at local and regional levels. Involve affected communities/stakeholders to implement, determine and communicate changes to the strategy recommendations and related activities/programs.
	45	Adaptive Policies (flexible policies, structures, budgeting and planning to adapt to global changes)	Adapt to meet new and altered situations and challenges by adopting policies and procedures based upon evaluations of the changing Movement and the changing world	Coordination, resourcing, governance, product	This requires us to: Increase the flexibility and adaptability of the structures and approaches we employ to implement each recommendation. Incorporate evaluation results into decision-making at all institutional levels. Use evaluation results to inform planning and budgeting of Movement stakeholders with fiscal and programmatic responsibilities. Evaluate external conditions (socio-political, legal, environmental, etc.) to anticipate them, act on them if we can, and adapt to changes.