2012 Five Year Plan/First draft/Counterproposal

Draft 2012 Five Year Plan Jon's Proposal Version 2 · Tango's Counter Proposal

This is a counter-proposal to Jon's draft five year plan. Please feel free to edit it and discuss it on the talk page. --Tango (talk) 17:04, 12 April 2012 (UTC)

Wikimedia UK's vision, mission, values and priorities are:

Vision

Free knowledge for all

Mission

Wikimedia UK’s mission is to help people and organisations build and preserve open knowledge to share and use freely.

Values

1. To value the contribution of volunteers
2. To encourage, involve and engage volunteers
3. To recognise that the contribution of volunteers is central to the activity of the organisation
4. To be transparent and open
5. To promote the value of free and open licences
6. To have respectful and professional working relationships internally and externally
7. To promote an open approach to learning and knowledge

Priorities

Our top priorities over the next five years fall into two categories. The first is developing infrastructure. We are a very young and rapidly growing charity and need to make sure we develop the necessary infrastructure to enable us to efficiently pursue our charitable objectives in the long-term. The second category of priorities is programmes that we feel are the most effective way for us to pursue our charitable objectives over the next 5 years.

Infrastructure

1. Financial stability and sustainability
2. A large and engaged membership
3. Strong and transparent governance

This infrastructure needs to be maintained by collecting comparative data on both Wikimdeia projects as the impinge on the United Kingdom and on the impact of WMUK on those projects. This information will be anonymised and made publicly available. Such information will include:

1. Percentage of Wikimedia editors editing in the UK who are members of WMUK
2. Percentage of Wikimedia edits done by members of WMUK

The operational definitions will be the subject of ongoing development by the community and resources will be allocated to automating the collection of data. This data will be used to evaluate both specific projects organised by WMUK and the development of WMUK as a whole. These evaluations will in turn be used to inform the community as regards future development of activities and programmes.

Programmes

1. Large scale member-led activities in GLAM and education
2. [Insert one or two more programmes here, or perhaps separate GLAM and education into two separate priorities]

1. Financial stability and sustainability

Wikimedia UK is a young and rapidly growing charity. At the moment, we are reliant almost entirely on the WMF annual fundraiser for our operating funds. We do not consider this to be a sustainable situation, since it involves a significant concentration of risk. We therefore need to diversify our revenue.

Currently, our financial planning involves an annual budget, which includes a small reserve for contingencies during and after that year. We fundraise to meet that budget with very little thought more than one year ahead. To ensure financial stability, we need a longer term outlook with our finances. The introduction of recurring donations, via direct debits, at the last fundraiser was a good first step in that direction, but we need to go further.

Targets

[TODO: Fill in the X's below]

By 31 January 2014:

1. Have no more than 85% of our revenue coming from the WMF annual fundraiser (recurring donations set up during WMF annual fundraisers), or any other single source (currently X%)
2. Have at least 50% of our WMF annual fundraiser revenue be from recurring donations (currently X%)
3. Have a reserve sufficient to cover 6 months of full spending beyond the next financial year (current X months)

By 31 January 2016:

1. Have no more than 70% of our revenue coming from the WMF annual fundraiser, or any other single source
2. Have at least 70% of our WMF annual fundraiser revenue be from recurring donations, including at least 30% from recurring donations set up in previous fundraisers
3. Have a reserve sufficient to cover one year of full spending beyond the next financial year

By 31 January 2018:

1. Have started an endowment fund with invest returns equal to at least 5% of our annual budget.

A large and engaged membership

It is a fundamental value of Wikimedia UK and the whole Wikimedia movement that volunteers are at the centre of everything we do. If we are going to increase our programme work then we need to increase the number of volunteers actively involved in our work. We also need to ensure that our volunteer members can successfully hold the Board of Trustees to account.

Targets

By 31 January 2014:

1. Develop a system for tracking the work of our volunteers so that we know who is doing what and can support them appropriately and can mobilise volunteers effectively.
2. Have at least 150 members attend the 2014 AGM.

By 31 January 2016:

1. Have at least 100 volunteers actively participating in the programme work of the charity.
2. Have at least 250 members attend the 2016 AGM.

By 31 January 2018:

1. Have at least 200 volunteers actively participating in the programme work of the charity.
2. Have at least 350 members attend the 2018 AGM.