Grants:APG/Progress report form v1
Purpose of the report
[edit]FDC funds are allocated to:
- Improve the alignment between the Wikimedia movement's strategy and spending;
- Support greater impact and progress towards achieving shared goals; and
- Enable all parts of the movement to learn how to achieve shared goals better and faster.
Funded activities should align with the movement's strategic priorities, must be consistent with the WMF mission, must be for charitable purposes as defined in the grant agreement, must be reported to WMF, and must otherwise comply with the grant agreement. The WMF mission is "to empower and engage people around the world to collect and develop educational content under a free license or in the public domain, and to disseminate it effectively and globally."
Each entity that receives FDC funding will need to complete this report on a quarterly basis, which seeks to determine how the funding received by the entity is leading towards these goals. The information you provide will help us to:
- Ensure accountability over how the money was spent. The FDC distributes "general funds", for both ongoing and programmatic expenses; these funds can be spent as the entity best sees fit to accomplish its stated goals. Therefore, although line-item expenses are not expected to be exactly as outlined in the entity's proposal, the FDC wants to ensure that money was spent in a way that led to movement goals.
- Assess the performance of the entity over the course of the funded period against the stated objectives in the entity's annual plan.
- Identify lessons learned, in terms of both what the entity learned that could benefit the broader movement, and how the entity used movement-wide best practices to accomplish its stated objectives.
For more information, please review FDC portal/Reporting requirements or reference your entity's grant agreement.
Basic entity information
[edit]Table 1
| Entity information | Legal name of entity | 1 |
| Entity's fiscal year (mm/dd–mm/dd) | 2 | |
| 12 month timeframe of funds awarded (mm/dd/yy-mm/dd/yy) | 3 | |
| Contact information (primary) | Primary contact name | 4 |
| Primary contact position in entity | 5 | |
| Primary contact username | 6 | |
| Primary contact email | 7 | |
| Contact information (secondary) | Secondary contact name | 8 |
| Secondary contact position in entity | 9 | |
| Secondary contact username | 10 | |
| Secondary contact email | 11 |
Overview of this quarter
[edit]The purpose of this section is to provide a brief overview of this report. Please use no more than 1-2 paragraphs to address the questions outlined below. You will have an opportunity to address these questions in detail elsewhere in this report.
CHANGES: Please describe how you changed your plans and budget based on the FDC allocation approved by the Board in December 2013, and your rationale for these changes. You can then use the changed plans and budget as the basis on which to report back on the first quarter.
HIGHLIGHTS: What were 1–2 important highlights of the past quarter? (These may include successes, challenges, lessons learned.)
WIKI-FOCUS: What Wikimedia projects was your entity focused on (e.g., Wiki Commons, French Wiktionary) this quarter?
GROWTH: How did your entity grow over the past quarter vs. the previous quarter (e.g., Number of active editors reached/involved/added, number of articles created, number of events held, number of partipants reached through workshops)?
Financial summary
[edit]The FDC requires information about how your entity received and spent money over the past year. The FDC distributes general funds, so your entity is not required to use funds exactly as outlined in the proposal. While line-item expenses will not be examined, the FDC and movement wants to understand why the entity spent money in the way it did. If variance in budgeted vs. actual is greater than 20%, please provide explanation in more detail. This helps the FDC understand the rationale behind any significant changes. Note that any changes from the Grant proposal, among other things, must be consistent with the WMF mission, must be for charitable purposes as defined in the grant agreement, must be reported to WMF, and must otherwise comply with the grant agreement. The WMF mission is "to empower and engage people around the world to collect and develop educational content under a free license or in the public domain, and to disseminate it effectively and globally."
Revenues for this quarter
[edit]Provide exchange rate used:
Table 2 Please report all spending in the currency of your grant unless US$ is requested.
- Please also include any in-kind contributions or resources that you have received in this revenues table. This might include donated office space, services, prizes, food, etc. If you are to provide a monetary equivalent (e.g. $500 for food from Organization X for service Y), please include it in this table. Otherwise, please highlight the contribution, as well as the name of the partner, in the notes section.
Revenue source Currency Anticipated Q1 Q2 Q3 Q4 Cumulative Anticipated ($US)* Cumulative ($US)* Explanation of variances from plan A B C D E F G H I J K
* Provide estimates in US Dollars
Spending during this quarter
[edit]Table 3 Please report all spending in the currency of your grant unless US$ is requested.
- (The "budgeted" amount is the total planned for the year as submitted in your proposal form or your revised plan, and the "cumulative" column refers to the total spent to date this year. The "percentage spent to date" is the ratio of the cumulative amount spent over the budgeted amount.)
Expense Currency Budgeted Q1 Q2 Q3 Q4 Cumulative Budgeted ($US)* Cumulative ($US)* Percentage spent to date Explanation of variances from plan A B C D E F G H I J J2 K TOTAL B C D E F G H I J J2 N/A
* Provide estimates in US Dollars
Progress toward this year's goals/objectives
[edit]This section addresses the impact of the programs / initiatives* and objectives your entity has implemented over the past quarter and the progress your entity is making toward meeting this year's goals. We understand that some metrics may not be applicable in this quarterly report, so please add metrics here if they are applicable.
*In the past, the FDC has used the term 'initiative', but we are using the term 'program.'
Program 1
[edit]- What are the objectives of this program? Please include metrics.
- Progress against these objectives (include metrics and # of volunteers/staff involved)?
- Activities conducted.
- What worked and what did not?
Any additional details:
Lessons learned
[edit]Lessons from this quarter
[edit]A key objective of the funding is to enable the movement as a whole to understand how to achieve shared goals better and faster. An important way of doing this is to identify lessons learned from entities who receive funds, and to share these lessons across the movement. The purpose of this section is to elicit some of these insights, which will be shared throughout the movement. Please answer the following questions in 1–2 paragraphs each.
What were your major accomplishments in the past quarter, and how did you help to achieve movement goals?
What were your major setbacks in the past quarter (e.g., programs that were not successful)?
What factors (organizational, environmental) enabled your success?
What unanticipated challenges did you encounter and how did this affect what you were able to accomplish?
What changes might you make in executing your initiatives into the next quarter?
Additional information
[edit]Provide any other relevant information that may be helpful or relevant for the FDC (e.g., links to any media coverage, blog posts, more detailed reports, more detailed financial information).
Compliance
[edit]Is your organization compliant with the terms outlined in the grant agreement?
[edit]As required in the grant agreement, please report any deviations from your grant proposal here. Note that, among other things, any changes must be consistent with our WMF mission, must be for charitable purposes as defined in the grant agreement, and must otherwise comply with the grant agreement.
Are you in compliance with all applicable laws and regulations as outlined in the grant agreement? Please answer "Yes" or "No".
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 Grant funds as outlined in the grant agreement? Please answer "Yes" or "No".
Signature
[edit]- Once complete, please sign below with the usual four tildes.