WMF's draft annual plan turns indigestible as an FDC proposal
Like hammering a square peg into a round hole, the Wikimedia Foundation has submitted a draft annual plan for 2014–15 to its own Funds Dissemination Committee. Unlike the WMF's submission to the FDC's inaugural round in October 2012, the "proposal" does not seek funding. However, according to the FDC's governing "Framework", it is "an advisory committee of the Board of Trustees and will provide recommendations on requests for funding by eligible entities ... / The purpose of the FDC process is to make allocations to FDC-eligible Wikimedia entities, ...".
However, there appears to be no Framework-supported role for the FDC in processing submissions from "non-fund-seeking" entities, a category into which the Foundation clearly falls in this round. Nor has it been clear why the Foundation was written into the process in the first place as both a potential "fund-seeking entity" as well as having "involvement and oversight".
The FDC is supported by WMF staff whose role, among other things, is "to prepare for the FDC an assessment of the likely impact of fund-seeking entities' plans against the mission goals of the Wikimedia movement, and an assessment of the ability of eligible entities to execute those plans responsibly and well". The Signpost asked the chair of the Board of Trustees, Jan-Bart de Vreede, who is also one of the FDC's two non-voting Board representatives, if he believes that WMF proposals to the FDC—whether for funding or not—place the FDC and/or its staff in a position of potential conflict of interest. He responded:
| “ | The WMF staff do not receive any personal benefit from the WMF's assessment in the FDC, and the Board of Trustees has an opportunity to independently review the FDC's recommendations. I believe that the transparency and community involvement in the FDC enables the full process to be conducted in a fair and reasonable fashion. The WMF already has an intensively transparent process for preparing and evaluating its annual plan, and I am interested to see whether the FDC process will facilitate more helpful feedback. | ” |
The WMF's submission of its annual plan draft as an FDC proposal appears to meet the approval of FDC chair Dariusz Jemielniak, who told the Signpost a month ago: "I believe there is a lot of value in the WMF applying to the FDC. It is important to try to be as equal in the movement, as possible, I think. In my personal view the best approach was "core" vs. "non-core" budget division (where they applied for non-core activities), but the idea was dropped."
The submission opens with a statement that it has been "published now as part of the FDC process so that the WMF can get community and FDC member input to inform the plan as it's revised and refined". In her introductory remarks on the talkpage, executive director Sue Gardner wrote: "Last year the WMF submitted material after it had been approved by the WMF Board and after the fiscal year had begun. That was an okay first step to getting input from community members, but obviously the input will have more impact if we get it before the plan's locked down." She explained that this is why the draft has been synchronised to run as an FDC submission.
The experiment does not appear to have been entirely successful. As Dariusz Jemielniak told the Signpost: "I understand that perhaps at some level it may be difficult to adjust to the FDC process." And in Sue Gardner's words: "The drawback is it means you'll be reviewing material that is still a work-in-progress, and so you may find mistakes. The plan may also be a little confusing, which is partly because it's still in-progress, and also partly because we are merging this year the original WMF-Board-only format with the FDC proposal requirements. It'll be a little clunky: we ask you to bear with us as we work out the kinks."
The proposal, which comprises more than 22,000 words, does look like an odd fit. Despite the fact that no FDC funds are sought in the proposal, a table at the top lists "Currency requested: $60,064,000". A succession of questions designed for chapters yields underwhelming responses:
- Q: "How many members does your organization have, ...?
A: The Wikimedia Foundation is not a membership organization. ...
- Q: "... how are volunteers engaged with your organization’s work?
A: 81,821 volunteer contributors made five or more edits on Wikimedia’s projects, including 76,273 who made five or more edits on Wikipedia. ...".
- Q: "... which particular project or projects does your work support?
A: ... We support all Wikimedia movement projects and all language versions."
- Q: "What external opportunities enable your organization's plan ...?
A: The Wikimedia Foundation's biggest external opportunity is the goodwill of the hundreds of millions of people who use the Wikimedia projects, act as their advocates and supporters, and fund them."
A large amount of information laid out in the draft is readily available elsewhere in the Foundation's on-wiki documentation, including its substantial monthly reports. Added to this difficult situation is that FDC submissions cannot normally be updated or altered in response to comments on the talkpage without explicit permission from FDC staff—draft or no draft. It is little wonder that despite banners on Wikipedia watchlist pages for at least the past week, only two community members, Pine and Nemo, have ventured onto the talk page to review the proposal and pose questions. Both have spent considerable time and effort on the talk page, sometimes in forensic detail with incisive follow-ups.
Pine told the Signpost by phone that on the good side, he believes the document reveals plans for "very appropriate investments in mobile and engineering, and other directions in staffing that make sense". However, he is not satisfied with the standards of transparency in relation to financial and quantitative performance data, especially the budget tables, which should have been "a lot more readable". While he is "not particularly upset that the plan has been put to the FDC," he said, "it does bother me how little engagement there was by FDC members."
An appendix to the plan adds another 14,000 words, including a table of contents that by itself numbers 1200 words: "what is this thing?", asked Nemo. The appendix was subsequently approved by FDC staff as a legitimate part of the proposal ("The FDC will be reviewing this supplementary document along with WMF's proposal," wrote one of the grants administrators).