Strategy/Archive/Strategy monitoring plan

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Strategy Overview of strategy Strategic and operational models Vision, values and mission Strategic goals Operational WMUK activities and volunteers Strategy monitoring plan KPI tracking results 2014 Activity Plan

Measures and targets table

In this operational table, each of the measures listed defines a Key Performance Indicator (KPI) for the charity, and will be tracked and reported on quarterly. All KPIs that can realistically have numerical targets should have them. Some KPIs can be measured numerically but not realistically targeted, while yet others are amenable only to a best-judgement evaluation (that we call an 'eval score') or are qualitatively assessed using a narrative. Narratives are useful in addition to hard numbers as they enable us to 'tell the story' of our impact.

The various KPIs for each Outcome, when taken together, can give us a qualitative indication of what the charity's impact is against each Outcome.

See below for referenced definitions [n].

See Strategy monitoring plan/Outcomes for links to the quarterly published KPI reports.

As an organisation we have now been working with our strategy in place for a year (see Strategy monitoring plan 2014-15 for last year's KPIs system). Over the last few months, we have been reflecting on: The activities we are engaged in, the most useful indicators regarding our performance, and the administrative burden our reporting places on staff. Alongside this, we have been restructuring, and thinking about how we can be more project focussed, and joined up in our activities. The Wikimedia Foundation has also made it clear that they would like to see a set of 'Global Metrics' reported to them where appropriate. While we can and will report on the performance indicators required for Wikimedia UK, in some cases the Foundations metrics are closely aligned with our own and can be readily incorporated.

In order to operate effectively, we have made the decision to scale back our KPIs, acknowledge that in places we can more effectively 'tell the story' through narrative than with a numeric indicator, and remove duplication and KPIs that proved too challenging to assess at this time. We have also added a couple of new KPIs where we saw gaps in what we were measuring. We have decided to keep both G1.1 goals without targets at this time (as we explained a year ago), however we will encourage partners to “think big”, to aim for large scale contributions alongside high quality, and may reassess this position again in the future.

The key changes are:

1. Some definitions are being assessed (e.g. to alter 'bytes added' to 'bytes added and/or removed' per WMF Global Metric 6)
2. A number of metrics, some of which it is not possible for us to properly assess at this time, (e.g. awareness of Wikimedia UK) have been dropped
3. For clarity, a number of metrics where either a numeric indicator was given, but makes little sense alone, or that were reported as narratives, are being separated out to be reported in a narrative accompanying text. While we believe these goals to be key to our mission, reporting narratives in a KPI table makes the table harder to read, harder to use to understand our progress, and harder to understand the narratives themselves and their relationship to our activities.

	Outcome Measure	outcome 2014-15, where relevant	KPI target for 2015-16
G1.1 The quantity of open knowledge continues to increase	Number of uploads	168,283	Track
	TEXT - Sum of contribution edit size [1]	16,459,774	Track
	WMF Global Metric 6	n/a	Track
G1.2 The quality of open knowledge continues to improve	Percentage of WMUK-related files (e.g. images) in mainspace use on a Wikimedia project (excluding Commons)	3.60%	5%
G1.2 The quality of open knowledge continues to improve	WMF Global Metric 4 - absolute # of images used (to be calculated from the captured image numbers)	n/a	Track
	Number of files (e.g. images) that have featured status on a Wikimedia project (including Commons)	63 - c. 20 from WLM	50
	Number of new articles started on a Wikimedia site (eg any of the encyclopedias, incl Wicipedia)	835 + c8000 from Welsh Wikipedia	800 - will run fewer editathons and classroom assignments. Wales activities may focus less on creating articles.
	WMF Global Metric 5 - articles created and improved	n/a	Track
G1.3 We are perceived as the go-to organisation by UK GLAM, educational, and other organisations who need support or advice for the development of open knowledge.	Not a KPI. Performance will be reflected in a narrative, rather than giving a numeric indicator of reputation rankings.	1133	This is not a KPI. Narrative on our achievements will be captured though.
	Number of volunteers (people involved in WMUK activities) [3]	765 - about 180 of those around Wikimania 2014	500
	WMF Global Metric 3 (But note, we exclude those who attend [are 'involved'] but do not give us contact details)
	Number of leading volunteers [3a]	305 - about 180 of those around Wikimania 2014	100
	Number of activity units [4]	2539 - about 600 around Wikimania	1800 (if we count attendees at any events)
	Number of leading activity units [5]	987 - about 500 around Wikimania	400 (-Wikimania and the less active period in Q1)
G2a.1 We have a thriving community of WMUK volunteers.	G2a.1 We have a thriving community of WMUK volunteers.
	Number of members
G2a.2 WMUK volunteers are highly diverse.	Proportion of activity units [4] attributable to women	38%
	Proportion of leading activity units [4] attributable to women	28%
G2a.3 WMUK volunteers are skilled and capable.	Annual survey capability score [6] (self-identified)	Survey circulated and results published [1]	Repeat survey - overall score of 4/5. Follow up on 2014 identified actions
G2b.1 We have effective and high quality governance and resource management processes, and are recognised for such within the Wikimedia movement and the UK charity sector.	Not a KPI	deemed as high through the narrative in 2014-15	Performance can be captured as a narrative, continued work on governance processes are at this time not a key priority.
G2b.2 We have a high level of openness and transparency, and are recognised for such within the Wikimedia movement and the UK charity sector.	Transparency compliance [10] as determined by Govcom against published transparency commitments	3.5/5	4 out of 5
G2b.3 We have high quality systems to measure our impact as an organisation.	Not a KPI	65-70% achieved	Performance can be reported as a narrative.
G2b.4 We ensure a stable, sustainable and diverse funding stream.	Return On Investment (with and without staff time) i.e. spend per £1 raised	n/a	To be set by the CEO with fundraising duties.
G3.1 Access to Wikimedia projects is increasingly available to all, irrespective of personal characteristics, background or situation.	Not a KPI	3 projects delivered (as set)	This aspect needs to be considered at project planning stage, but is not a KPI.
G3.2 There is increased awareness of the benefits of open knowledge.	Not a KPI	Survey was not conducted, however, other successful initiatives were delivered	Not tracked in 2015-16
G3.3 Legislative and institutional changes favour the release of open knowledge.	Involvement in EU and UK advocacy activities; Involvement in advocating legislative change within GLAM, Education, and other organisations - narrative	Narrative - several successful consultations and organisational changes via WIRs	narrative - 3 cases of change / our evidence being considered
G4.1 There are robust and efficient tools readily available to enable the creation, curation and dissemination of open knowledge.	Not a KPI	Static position in 2014-15	Capturing activities as a narrative, but without an organisational goal towards it
G4.2 There are robust and efficient tools readily available to allow WMUK - and related organisations - to support our own programmes and to enable us to effectively record impact measures.	Not a KPI	Progress achieved in comparison to 2013-14, but scope for further improvement	Capturing activities as a narrative, but without an organisational goal towards it
G5.1 A thriving set of other Wikimedia communities	Activities held for or jointly with other chapters and Wikimedia groups	17 - incl about 10 around Wikimania	5 (due to internal focus in 2015-16)
	Number of UK based Wikimedia events other than WMUK events	53	55
G5.2 An increased diversity of Wikimedia contributors	Not a KPI	4 initiatives in 2014-15, assessed as matching our goal	Capturing activities as a narrative, but without an organisational goal towards it
G5.3 Wikimedia communities are skilled and capable.	Activities specifically directed to help train or to share knowledge with other chapters and Wikimedia groups	3 - incl 2 around Wikimania	2
G5.4 Open Knowledge communities with missions similar to our own are thriving.	Number of shared activities [14] hosted with groups or organisations having similar goals to WMUK	10	10 (via the Open Coalition project)