Grants:APG/Proposals/2012-2013 round1/Wikimedia Deutschland e.V./Proposal form

Wikimedia Deutschland e.V. received a funds allocation in the amount of 1,790,000 in 2012-2013 Round 1. This funds allocation was recommended by the Funds Dissemination Committee on 15 November 2012 and approved by the WMF Board of Trustees on 1 December 2012.

This proposal form for Wikimedia Deutschland e.V.'s proposal to the FDC for 2012-2013 Round 1 may be viewed in tab view or standard view. To discuss this aspect of the proposal to the FDC, please visit the discussion page.

For some guidelines, please see this example proposal form.

All eligible entities will need to complete this form to request funds from the Funds Dissemination Committee (FDC). The completed document must be published in English on Meta by the deadline for each round (23:59 UTC 1 October for Round 1, and 23:59 UTC 1 March for Round 2).

The purpose of this document is to provide the FDC with an overview of your annual plan, the alignment of the plan to the Wikimedia movement’s strategic goals, and the potential impact and effectiveness of the plan. This proposal should complement any annual planning documents you may have: please complete all fields as mandatory and add links to supporting documents where relevant.

Each section of the proposal provides guidance on the amount of detail expected in response to each question or field. If you have additional questions about the form, please contact the FDC support team.

A few terms used in the form:

• Entity
• Revenue
• Spending
• Costs
• Reserve balance
• Currency requested

Basic information

Table 1.

Legal name of affiliated entity	Wikimedia Deutschland e.V.
Contact name	Pavel Richter
Contact position in entity	Executive Director
Contact username	User:Pavel Richter (WMDE)
Contact email	pavel.richter@wikimedia.de
Entity fiscal year (mm/dd–mm/dd)	01/01-12/31
Timeframe of funds currently requested (mm/dd/yy–mm/dd/yy)	01/01/13-12/31/13
Date posted mm/dd/yy1	09/28/12
Round submitted (1 or 2)	1
Currency requested2	EUR
Exchange rate used (currency requested to $US) and date accessed (mm/dd/yy)3	1.30 as of 09/18/12 http://www.ecb.int/stats/exchange/eurofxref/html/eurofxref-graph-usd.en.html

Table 2.

	In currency requested	In $US
Total annual expenses of entity	5.750.000 €	$7.475.000
Amount proposed to the FDC for the coming year's annual plan	1.400.000 €	$1.820.000
Amount to be raised from non-FDC sources	4.350.000 €	$5.655.000
If applicable, amount of FDC funds allocated to entity last year	N.A.	N.A.

¹The proposal is assumed to be final as of the deadline for each round (23:59 UTC, October 1 for Round 1, and 23:59 UTC March 1 for Round 2). After the deadline, the proposal must not be further modified; any further commentary should be included on the talk page.

²Currency requested is defined as the currency in which you wish to receive funds (e.g., EUR, GBP, INR).

³This exchange rate should be used throughout the form.

Background, history, and mission

This section provides the FDC an overview of your entity's background and history. Please respond to each question below with 1-2 sentences to a maximum of a paragraph.

• When was your entity established?

June 13, 2004

• What is the mission of your entity, and how does it support the goals of the Wikimedia movement?

Wikimedia Deutschland e.V. is a non-profit organisation dedicated to the dissemination of free knowledge. Wikimedia Deutschland supports the Wikimedia movement’s mission of creating and spreading free knowledge throughout the world. We consider the free and open access to knowledge as an integral part of the human right of education. We support Wikimedia projects with fundraising, infrastructure and public relations, as well as with awareness raising campaigns. We assist volunteer projects and represent the idea of free knowledge in the political field. We organize conferences and workshops, award prizes and scholarships, advise cultural and educational institutions and realize projects in cooperation with civil society partners and education projects. Furthermore we support the German Wikipedia-Community with technical and administrative assistance. This mission supports the Wikimedia goals of free and accurate knowledge that every human being has access to.

• What is its current leadership structure (e.g., executive staff structure, board / governance structure)?

If you have an organogram or organizational chart for your organization, please provide a link.

1. General Assembly of Members (Mitgliederversammlung) that meets twice a year and decides on workplan and budget
2. Board: Member elected Board with one Board President two Vice-presidents, one Treasurer and up to six regular members; one -year term limit.
3. One Executive Director
4. Three heads of departments: Politics & Society, Education & Knowledge, Volunteer Support

Link to the organizational chart: http://meta.wikimedia.org/wiki/Wikimedia_Deutschland/2013_annual_plan_draft/en#Organizational_chart_of_Wikimedia_Deutschland

• How many staff are employed by your entity?

44 regular employees (including Executive Director)

• Approximately how many volunteers participate actively in your entity?

This question is very hard to answer as it depends on how you define active participation. The estimated number of volunteers actively engaged with Wikimedia Deutschland over the time of the first 6 months of 2012 is 500 (this comprises 370 volunteer community members directly supported by WMDE via travel grants, literature grants etc.).

• How many members does your entity have?

2570 members on September 18, 2012.

Reflection on past activities and innovations

This section provides the FDC with information about your entity's past activities and strategies. Please answer the questions below with your reflections on the past fiscal year. Responses to each question should be one or two paragraphs.

• How does your entity define and measure "success"?

Until our past fiscal year (2011) we were following a project-driven approach. We measured our performance by successful implementation of different projects. Some examples of indicators for such an implementation included:

• Raising the number of community grants (travel grants, literature grants etc.) and supporting community events
• Implementation of a functioning Community Projects Budget
• Organization of the competition “Wissenswert” where we awarded 8 winner-projects for promotion of the Free Knowledge
• Organization of political events and creation of pre-election questionnaires with focus on the free licenses and free access issues in collaboration with the community
• Creation of speakers’ network - a network of experienced Wikipedians that teach about Wikipedia and related topics in workshops
• Number of workshops following the implementation of three education programs targeting school pupils, university students and seniors

We published the results in the annual report. In the planning process for 2012 which started in 2011, Wikimedia Deutschland started the process of working towards defined targets, as opposed to “merely” implementing projects. This means a major change in defining and measuring success. While a prolific finalisation of a project (e.g. organizing a workshop) doesn’t mean that we have been successful as an organization, reaching an annual target based on pre-defined indicators is when we can call ourselves “successful”. Not having reached the target but knowing why we failed presents a win-situation for us as well. An in-depth understanding of the reasons for failure means being able to avoid the mistakes and a much better work towards the targets in the future. Visions and targets on different levels of complexity are being defined in a strategy process involving the Wikimedia Deutschland staff, supervisory Board and of course, the community. We regularly track and measure success based on indicators that, for the year 2013, will be defined with the help of our newly created Evaluation department led by Manuel Merz. We publish the results in monthly reports as well as in the annual report.

• Please give at least three examples of successful activities that your entity has completed. If available, provide links to information about these activities.

Four successful activities that Wikimedia Deutschland has completed in the recent years were:

• Zedler 2012: In July 2012, Wikimedia Deutschland awarded the Zedler Prize for Free Knowledge for the first time. The prize was created to honour voluntary work for free knowledge and to give this commitment good publicity. The call for submissions generated 100 articles and projects and we established a jury with 16 members from the community as well as external experts from different areas of expertise. We awarded three winners (article of the year, community project of the year, external project to support free knowledge) and two special prices. The festive ceremony in Berlin was attended by more than 150 guests. This is the first price in Germany, which honours tireless voluntary engagement for free knowledge. LINK: http://wikimedia.de/wiki/Zedler-Preis

• Speakers’ Network: The backbone of the WMDE Education & Knowledge team is the speakers’ network. We have built a network of experienced and skilled volunteering Wikipedians that reach out to different target groups through workshops and lectures. Combined in different programs, they teach about Wikipedia and related topics. The speakers form a nationwide network, flexible and open for individual requests. WMDE organizes regular meetings where they can exchange ideas and develop the range of service offers. The programs follow different approaches: The school programm, "Wikipedia macht Schule", explains teachers and pupils the correct handling of Wikipedia in class. The program "Silberwissen" aims to win authors for editing Wikipedia and to bring their knowledge in Wikipedia. The university program, "Hochschulprogramm", uses Wikipedia as a teaching method to learn about collaborative work and research. The speakers are active in different programs so they can bring in their focus and experiences. We expanded our network of 20 volunteers in 2010 to a stable number of 30 speakers in 2012. Just in the first half of 2012 we have reached already over 1000 participants throughout Germany. LINK: http://www.wikimedia.de/wiki/Bildung

• Wikipedia Book: In the year of our tenth anniversary we completed the book "Alles über Wikipedia – und die Menschen hinter der größten Enzyklopädie der Welt" (All About Wikipedia – and the People Behind the World’s Largest Encyclopedia). The book was entirely written by volunteers (wikipedians, readers, scientists etc.) and edited by Wikimedia Deutschland and was published under a free license by Hoffmann und Campe. This is the first book that a major German publisher has released under a free license. In September 2011, the book was completed on schedule and presented at the Frankfurt Book Fair. At its launch, the book was used to again highlight the key issues associated with the creation of free knowledge. After its initial reading in Berlin, numerous readings were held in various German cities throughout 2011. The events were primarily organized by volunteers, with support from Wikimedia Deutschland. LINK: http://wikimedia.de/wiki/Wikipedia_Buch

• Wikicon 2011 and 2012:The WikiConvention (WikiCon) in 2011 (Nuremberg, DE) and 2012 (Dornbirn, AT) brought together the various communities of the German version of Wikipedia and its sister projects. The events attracted 120 participants in 2011 and 200 in 2012 to their workshops, lectures and panel discussions. The event was planned and organised by community members. Wikimedia Deutschland – – together with Wikimedia Austria, Wikimedia CH and (in 2012) the WMF – supported the organising volunteers by funding the event and enabling them to realise the project successfully. Thanks to the support of external partners, the event was also a big media success. LINK: Nuremberg 2011: http://de.wikipedia.org/wiki/Wikipedia:WikiCon_2011 and Dornbirn 2012: http://de.wikipedia.org/wiki/Wikipedia:WikiCon_2012
• What are the plans/strategies that did not work for your entity in the past? What did your entity learn from that experience / those experiences?

• Since the beginning of Wikimedia Deutschland’s existence, we have been always keeping our distance in community’s affairs which resulted in not taking active part in community debates, decision-making processes etc. Instead we have seen ourselves more as a service providing organization than as an actor. This approach proved to be insufficient and actually counterproductive in a situation where relevant changes should be achieved together. For example instead of actively raising the Gender-Gap awareness within the community we have been holding back for a long time. Also the 2011 debate concerning the introduction of an image filter in Wikimedia projects reached the German-language community very late which would not have happened if we were determined to take e.g. the mediator position in the discussion. This approach resulted in a situation where our resources and capacities could not been fully applied for the good of the community and the defensive approach left us facing many challenges without being able to act effectively. In the future we will contribute much more actively to community discussions in order to enable possibly many and well-founded positions to be heard.

• WMDE offers a €250,000 community projects budget (CPB) that should to be used specifically for projects that originate in the community and will be implemented by its members. In two rounds of funding, the voluntary CPB committee selects the projects that will be funded. Regarding the project preparation and implementation WMDE’s so far approach was rather non-invasive. We didn’t want to interfere with the realisation of the projects, we let the full autonomy to the community member in charge of the project. After the initiative didn’t prove to be working efficiently (e.g. in the first round only 80.000 Euro out of 200.000 were granted) we understood that it was because of the missing support during the preparation, application and implementation phase. In the future, we will support the applicants with a project manager capacity within our organization.

• The toolserver hosted by Wikimedia Deutschland has been a great idea and it has worked very well. No other entity than WMDE was able to make this kind of infrastructure available at that moment. However with time the general conditions of Wikipedia have changed: the project became bigger, demands high availability and requires corresponding technical standards. The toolserver plays a way too big role to be hosted by just one Chapter alone. We initiated a working group of different chapters to establish an entity that would operate the toolserver but we eventually failed in forming the group. This problem will be solved with the finalisation of Wikimedia Labs, but the lesson learned is to recognize need for adjustment early enough in order to avoid challenges like this in the future.
• What else has your entity learned or innovated upon that could benefit the broader Wikimedia movement?

• We have learned that it's impossible to utterly answer the question of the appropriate level of interfering with community affairs, one should do it “case by case”.
• We have learned, that it is often the very small and low-threshold ideas, that we could benefit from: Have volunteers use official Wikipedia/Wikimedia email addresses, like firstname.lastname@wikipedia.de instead of superhero_74@hotmail.com, use a post box mailing address instead of a private one, use a Fax number which is forwarded to an OTRS queue, use social network sites to connect and create opportunities. This really helps our volunteers to communicate with officials and potential partners more efficiently, it secures long-term availability, helps involving new volunteers quickly and is very cheap and easy to implement. Also, if this fits into your budget, start offering grants for books or lend out technical equipment to support volunteers in generating Free Knowledge.
• We have learned that our work should be a mix of strategical planning, experimenting and trying out new things. It is essential to think outside the box, be bold and creative. Spontaneous and small ideas can lead to big successes. But always have in mind that it is OK to fail.
• We have learned that Wikipedia is a door opener: If people hear that you are volunteering for Wikipedia, they will listen to you more carefully. We often tend to underestimate the reputation and positive image Wikipedia and Wikimedia hold: It’s one of the best things on the Internet!
• We have learned that real life meetings can be a real boost for collaboratively working together online. The first Wikipedian meetings and Stammtische in Germany are legendary and it is not a huge effort to announce and hold an informal meeting or party for a bunch of editors.

Where available, please link to the following to provide supplemental information to the FDC:

• Link to previous completed fiscal year annual plan

http://meta.wikimedia.org/wiki/Wikimedia_Deutschland/Budget_2011

• Link to previous completed fiscal year annual report

http://wikimedia.de/images/7/7a/WMDE_2011_Annual_Report_web.pdf

• Link to previous completed fiscal year grant report (if your entity has received funds from the FDC)

N.A.

Year-to-date progress

This section provides the FDC information about how your entity is progressing against the current fiscal year's planned budget (revenues and costs).

Please provide the relevant information below. "Year to date" refers to the period between the start of your entity's current fiscal year and the date of submission of the proposal(+). If it is helpful to link to your entity's current fiscal year plan and budget, please do so.

Table 3.

	Current fiscal year planned budget		Year-to-date actuals+		Variance
	In currency requested	In $US	In currency requested	In $US	%
Revenues (from all sources)	3.320.000	4.316.000	2.381.681,06 (Jan-Jul 2012)	3.096.185,37	71,73%
Spending	3.320.000	4.316.000	1.665.124,83(Jan-Jul 2012)	2.164.662,27	50,15%

+ Actual year-to-date financials should be provided as close to the proposal submission date as possible; best approximations are sufficient.

Table 3. details:

Based on the variance percentages above, please describe how your entity is progressing against revenue and spending targets. If you expect your entity to be significantly under or over target on either revenue or spending, please provide a detailed explanation.

With 71,73% of the revenues target and 50,15% (until July) of the spending target, we are progressing in a stable manner, with just a slight delay. We don’t expect to be significantly under or over the target. A particularity about the progress is that we started our hiring process for Wikidata in April and our spending increased instantly. Also the funds of 250.000 Euro for the ongoing round of the Community Projects Budget are still unspent, as well as part of the Wikidata funds that will however be spent in 2013 for the project finalisation.

LINK to the Wikimedia Deutschland Budget 2012: http://meta.wikimedia.org/wiki/Wikimedia_Deutschland/2012_Programme_Plan#Financial_planning_2012

Key initiatives and objectives of the upcoming year annual plan

The table is intended to provide an overview of your entity's upcoming year annual plan and its alignment with the movement's strategic goals; please provide short phrases or 1-3 bullet points for each initiative in the table below. Feel free to add more details below the table (1-2 paragraphs per initiative). You can also link to any other documents that you think might be helpful as context.

If you feel you have an initiative that fulfills a strategic goal that is not immediately identified with a Wikimedia strategic goal ('readership' rather than 'editorship', for instance), please add that in the table and offer us your rationale.

Please link to your entity's strategic plan if you have one.

Strategic plan link: http://meta.wikimedia.org/wiki/Wikimedia_Deutschland/2013_annual_plan_draft/en

Table 4.

Key initiatives	What are the objectives of this initiative (include metrics)?	Which Wikimedia strategic goal(s) does this initiative address?	What key activities / milestones are associated with this initiative?	How will your entity accomplish this initiative?	How will your entity measure and track success of this initiative?
Please note: Wikimedia Deutschland will conduct its detailed program- and project planning only in November/December 2012. The metrics/indicators will be defined together with our newly created Evaluation unit. The 4 first key initiatives are meant to be long-term goals while the objectives listed in this proposal are meant to be reached in 2013. Wikimedia Deutschland will simplify and improve cooperation with and within the communities on a permanent basis to increase participation and motivation within the projects.	Our objectives are to: 1.Take a new and more active role in debates and support decision-making processes (we help define themes, disseminate facts, and objectively and regularly reassess our own position.) 2.Increase motivation within communities (the motivation of participants increases significantly.) 3.Provide even better support for volunteers (greater number of volunteers use our support structures and have received positive feedback for their contributions.)	Increase Participation within the movement	1.We will commission expert opinions on themes of general interest and conduct research to provide a solid factual basis for discussions on controversial issues. 2.We already fuel motivation with travel grants to community events, WikiCon and contributor meet-ups, and promote competence by organizing workshops and access to literature and equipment. We will expand our offers of support and close existing gaps. We will give volunteers more public exposure; re-defining the Zedler Prize was a first step in that direction. 3.We will present our offers of support in a way that is quicker and easier to access and more visually appealing. We will publish our decision criteria and commit to rapid reaction times. We will communicate our appreciation of new ideas. We will simplify the process of drawing up project drafts, budgets and reports by providing the relevant forms.	1.Staff of the Volunteer Support department dedicated to monitoring and contributing to the community discussions, delivering expert opinions and in this way to supporting community decision-making processes. 2.Staff of the Volunteer Support department dedicated to supporting the community through offers and developing further formats. 3.Staff of the Volunteer Support department dedicated to redesigning and optimizing the support structures and collect the feedback.	1.Our involvement in the debates will be documented; its impact on the projects will be regularly estimated and documented as part of the periodic project reviews. 2.Our activities to increase motivation within target groups will be documented; impacts on motivation will be evaluated for key projects. 3.The output of our support structures will be documented; volunteer feedback will be regularly requested for key projects to systematically optimize the intended impact.
Wikimedia Deutschland will increase the diversity of knowledge in Wikimedia projects to enable adequate representation of different perspectives in the projects.	Our objectives are to: 1.Provide attractive support mechanisms to encourage new Wikimedians to stay on board (support structures encourage more Wikipedians to remain involved in the projects). 2.Develop a concept to create more diversity in Wikipedia (a promising concept is developed). 3.Develop a range of offers that will encourage a wider variety of groups to participate (many new formats have been tried out and the successful ones will be replicated on a wider scale).	Increase Participation (encourage diversity)	1.Offers of assistance for new Wikipedians like hotlines, support contacts on social media platforms and local working groups will be designed to reverse the brain drain and complement existing internal programs like the tutoring scheme with new approaches. 2.We will organize events with experts and community at which our existing approaches will be developed further and new ideas will be elaborated. Previously isolated enquiries into the representation of individual groups in Wikimedia projects will be compiled into an overall concept. 3.The central focus of our activities will be to try out new formats, expand our networks and produce suitable education and information materials. We will also continue our work at schools, universities and with the elderly.	1.In addition to the existing support structures within the communities, the Volunteer Support department will design and implement new forms of assistance for new editors. 2.Staff members of the Education & Knowledge department will organize events in cooperation with the communities and experts and will draft the concept. This concept will be actively discussed in a number of community events like Wikimania and Wikicon. 3.Staff members of the Education & Knowledge department will experiment with new engagement formats, will reach out to target groups and will pursue with the existing formats.	1.Project outputs will be documented; project outcomes (e.g. perceived impact of support) will be evaluated for key projects. 2.Feedback on the diversity concept will be regularly requested from target groups as part of the drafting process; final versions of the concept will be reviewed by experts and by the Wikimedia community. 3.Project outputs will be documented; project outcomes (e.g. number of new editors that joined the projects thanks to our offers) and feedback of participants will be evaluated and compared between experimental projects.
Wikimedia Deutschland will enable readers to bring their personal perspective into Wikimedia projects and hence encourage innovation within them and provide the community with valuable feedback on how projects are used and perceived.	1.Our objective is to collect data on reader interests and to ensure these interests are being heard in Wikimedia projects (we gather and process information on reader interests and regularly bring our findings into the communities).	Encourage Innovation (Conduct regular reader and editor surveys)	1.We will promote greater awareness of reader interests among the communities using technical means, surveys or discussion events.	1.Staff of the Volunteer Support department will design and implement readers' feedback channels and will be working together with communities on making their voice heard.	1.The creation of the feedback channels will be accompanied by formative evaluations. Once feedback channels are established, readers' feedback will be continuously monitored and periodically released in a targeted manner. Impact on the projects will be regularly estimated and documented as part of the periodic project reviews.
Wikimedia Deutschland will form new partnerships to establish the concept of free knowledge on a broader basis hence to expand the reach, public awareness and support for the Wikimedia movement and its mission.	Our objectives are to: 1.Link up players to make free knowledge a reality in the area of education (free educational content is on the agenda of key actors in school education and the first pilot schemes have been tested). 2.Use our political lobbies to make state-owned works freely accessible for use (our own regulatory proposal for the use of state-owned works attracts the attention and support of the general public). 3.Establish the preconditions to represent our interests at EU level (in cooperation with partners, we succeed in developing and implementing a sustainably funded model that guarantees our presence at EU level). 4.Continue our partnerships in the cultural sector and find new fields in which we can effectively demonstrate the benefits of free knowledge (new partnerships come about as a result of direct inquiries from our association and there is demand for our consulting activities).	Increase Participation, Increase Reach	1.We will form partnerships with activists, teachers, school and university students, and create incentives to make educational material freely accessible and available for use. 2.By submitting catalogues of key questions prior to the election, by staging events and making suggestions on possible methods of implementation, we will show policymakers viable ways of making state-owned works freely available for use. We will lobby for a transparency law in Berlin. 3.We will engage in political monitoring long before decisions are implemented into national laws to ensure that in future EU policies take greater consideration of the particularities of collaborative online projects. We will join forces with initiatives like EDRI, La Quadrature Du Net and other Wikimedia chapters. 4.Our experience with partnerships in the cultural sector will be better presented and made available to potentially interested parties. We will expand our search for new partners, e.g. companies who are reviewing and digitizing their archives on the occasion of an important jubilee or state actors.	1.Staff members of the Education & Knowledge department will reach out to potential partners, form partnerships and test pilot schemes for using Open Educational Resources in the education field. 2.Staff of the Politics & Society department will organize events, design questionnaires and stay in constant dialogue with the policy makers. 3.Staff of the Politics & Society department will initiate talks with other chapters and digital rights initiatives and canalize them into a common EU-lobbying model. 4.Staff of the Politics & Society department will reach out for and go into new partnerships (engaging interested community members). They will offer and promote free knowledge consulting services to interested institutions.	1,3,4.Activities and project outputs will be documented for all projects (including e.g. established networks in the education field, developed model for our presence at EU level, generated demand for our consulting activities and partnerships). Project outcomes and impacts on the projects will be regularly estimated and documented as part of the periodic project reviews. 2.Public online and offline interest in and support for our regulatory proposal regarding state-owned works will be documented.
Wikimedia Deutschland will continue to develop the project RENDER that aims to help authors and readers to locate, understand and improve Wikipedia articles that are not written in an objective and balanced way.	1.The objective of RENDER tools is to support the creation of quality content, provide further information and encourage readers to become active Wikipedians themselves.	Enourage Innovation, Improve Quality	1.We will test and evaluate two tools we have developed: the Article Statistics and Quality Monitor, and the Task List Generator. Once the project is completed on 30 September 2013, Wikipedia will have two support tools to help readers and authors work with and use Wikipedia.	1.Dedicated staff of 4 is developing and will test the tools in cooperation with Wikipedia readers and authors. The tools will then be modified according to the observed needs and results.	1.Activities and project outputs are being documented. In compliance with EU funding conditions the established functionality and usefulness of the RENDER tools will be continuously tested together with the targeted communities. The project documentation will be available on: http://meta.wikimedia.org/wiki/RENDER
Wikimedia Deutschland will continue to develop Wikidata. The goal of the Wikidata project is to create a free database that can be accessed and updated by people and machines alike and hence improve quality and encourage innovation within the projects.	1.The objective of Wikidata is to enable information to be entered into the system in a way that allows a computer to process it. Computers can then provide this information in a variety of languages, produce overviews, lists, and diagrams or answer questions that could not be automatically generated before.	Encourage Innovation, Improve Quality	1.Three important milestones will be reached: interwiki links, infoboxes and lists. By the end of the project’s first year in March 2013, data will be available in all languages offered on Wikipedia. A public time-plan for the completion of the project can be found here: http://meta.wikimedia.org/wiki/Wikidata. If we can raise sufficient funds, in the second year, we will begin supporting metadata for multimedia content in Wikimedia Commons, and enable a closer link-up between the various sources of Wikidata content.	1.A team of 9 software developers (incl. the Project Director) are working full time to achieve the goals of the project. They are assisted by Project Manager, a Team Assistant, Community Manager and Quality Assurance Manager. A success factor for Wikidata is the collaboration with the technical department of the Wikimedia Foundation.	1.Activities and project outputs (including the level of community engagement) are documented and regularly published on Meta: http://meta.wikimedia.org/wiki/Wikidata/Status_updates

Table 4. details:

Additional context for the upcoming year annual plan / SWOT

Please provide 1-2 paragraphs for each response below. SWOT stands for your organizational strengths, weaknesses, opportunities, and threats.

• What organizational strengths enable your entity's plan (e.g., leadership, governance structure, community participation, fundraising)?

• Know-How within the organization
• Strong leadership and department structure
• Longstanding experience in managing small and big projects including involving the communities
• International network
• What external opportunities enable your entity's plan (e.g., socio-political context, community participation, fundraising)?

• Enormous popularity and very positive image of Wikipedia in Germany gives us access to relevant stakeholders, politicians, financial grants etc.
• Germans like to donate to the German Chapter - their generosity has been enabling us to build a professional fundraising system.
• Ability of Wikimedia Deutschland to raise large amounts of money outside of the regular donation channels of Wikimedia (e.g. Wikidata, EU grants)
• What are key risks or threats that would prevent you from achieving your plan (e.g., leadership turnover, governance challenges, lawsuits, fundraising, community participation, socio-political context)?

• Deterioration in both the atmosphere in the Wikimedia community and in declining number of new editors.
• The longtime President of the Supervisory Board, Sebastian Moleski, is not going to candidate for another period so we will have to go through a leadership turnover regarding the Board.
• German courts and jurisdiction assume that WMDE is not liable for the German Wikipedia content and possible law violations. These approach can be however overturned through a higher court decision at any time which would confront WMDE with a totally new legal situation.
• Two big projects and positions in the budget: Wikidata2 and House of the Free Knowledge are entirely depending on external funding and cannot be implemented if the funds will not be provided.
• How will you minimize these risks and threats?

• We will actively participate in community affairs, we will implement a series of activities to raise the number and retain new editors, as well as we will raise the motivation level among current editors.
• We are experienced in leadership changes. Thanks to the structure and know-how within the organization we remain stable and guarantee a continuity regardless of the overturns.
• To avoid the possible risks resulting from a change in the legal liability we are working with one of the best law firms specialized in intellectual property and whose lawyers are familiar with nuances within the Wikimedia projects as they have been working with us for a long time. We are in constant exchange with their legal team.
• If not funded, the projects Wikidata2 and House of the Free Knowledge will simply not be implemented and this will not cause any substantial damage to our overall annual plan and budget (these positions are "independent" positions in the budget).

Financials for the upcoming year's annual plan

• Provide your financial overview for the upcoming year in the format below.

Please link to your detailed budget (translation into English highly recommended) in addition to completing the tables below.

Detailed budget link: http://meta.wikimedia.org/wiki/Wikimedia_Deutschland/2013_annual_plan_draft/en#Financials

Revenues

Please list anticipated revenues, by source (e.g., FDC, Wikimedia grants programs, public funding, membership fees, local donations, event fees)
Table 5.

Revenue source	Anticipated (in currency requested)	Anticipated (In $US)
Transfers from Wikimedia Fördergesellschaft	1.500.000	1.950.000
FDC funds	1.400.000	1.820.000
Corporate Social Responsibility	75.000	97.500
Royalties	25.000	32.500
Membership fees	150.000	195.000
Interests	5.000	6.500
Subsidies	200.000	260.000
Wikidata2	765.000	994.500
House of the Free Knowledge	600.000	780.000
EU funds for TAO	20.000	26.000
EU funds for RENDER	75.000	97.500
Toolserver grants	35.000	45.500

Table 5. details:

Current entity staff (e.g., Included in year-in-progress budget)

Role / functions might include program administration, finance, fundraising. Please include both part-time and full-time staff.
Table 6.

Role / Function	Number of staff	Percentage of staff time+
Executive Director	2 (ED + Assistant)	100%
Volunteer Support	3	100%
Volunteer Support	2	80% 50%
Education & Knowledge	3	100%
Education & Knowledge	1	25%
Politics & Society	2	100%
Politics & Society	2	80% 75%
Research & Development: Wikidata	11	100%
Research & Development: Wikidata	1	50%
Research & Development: RENDER	3	100%
Research & Development: RENDER	1	50%
Communication: PR	3	100%
Communication: PR	1	75%
Communication Fundraising	0	0
International dialogue	1	100%
Evaluation	1	50%
Monitoring & Controlling	1	100%
Event Management	1	100%
HR & Administration	2	62% 80%
Finance	1	100%

+Please include estimates of the percentage allocation of staff members. For example, for full time staff, you would put 100% in this column. For half time staff, you would put 50% in this column.

Table 6. details:

Proposed new staff for upcoming year annual plan

Role / functions might include program administration, finance, fundraising. Please include both part-time and full-time staff.
Table 7.

Role / Function	Number of staff	Percentage of staff time+	Duration	Rationale for hiring new staff
Volunteer Support	1	50% 100%	1 year	Project Manager with focus on readers
Education & Knowledge	1	100%	1 year	Project Manager with focus on Gender-Gap
Fundraising	0	-	-	-
International dialogue	1	50%	1 year	Project Assistant. Help for the newly created International Unit.
Evaluation	1	50% + 50%	1 year	Software Developer (hired for 50%), in addition, from Jan 1, 2012 the already existing position will raise from 50% to 100%
Monitoring & Controlling	1	50%	1 year	Controller
Event Management	1	50%	1 year	Event Assistant supporting the Event Manager
HR & Administration	2	100%	1 year	1 General Office Assistant 1 50% Human Resources Manager 1 50% Internal Processes Manager With the rapid organization growth the volume of administrative work raised as well - we need support in this field so that the departments can do their job without worrying about the formalities.
House of the Free Knowledge	1	100%	1 year	Project Manager for planning and operating the HOFK
Finance	1	100%	1 year	Accountant. We are in-sourcing the accounting.

+Please include estimates of the percentage allocation of staff members. For example, for full time staff, you would put 100% in this column. For half time staff, you would put 50% in this column.

Table 7. details:

Summary of staff expenses

Table 8.

	In currency requested	In $US
Current staff expenses	2.100.000	2.730.000
Proposed staff expenses	500.000	650.000
Total staff expenses	2.600.000	3.380.000

Table 8. details:

Expenses by program/initiative

Expenses are costs associated with any programs, initiatives, or projects your entity manages (e.g., event costs, materials, transportation). Please exclude any staff costs that are included above. “Programs / initiatives” might include education programs, outreach programs, etc. Please include any administration costs (e.g., office space rental, utilities) affiliated with each program along with any overall administration costs that are not affiliated with any particular program (e.g., Administration should be considered a "Program" under the first column.)

Table 9.

Program / initiative	In currency requested	In $US
Administration	395.000	513.500
Volunteer Support	780.000	1.014.000
Education & Knowledge	240.000	312.000
Politics & Society	230.000	299.000
Wikidata1	60.000	78.000
Wikidata2	110.000	143.000
RENDER	30.000	39.000
PR	180.000	234.000
Fundraising	90.000	117.000
International dialogue	75.000	97.500
Wikimedia Chapters Association	200.0000	260.000
Evaluation Unit	75.000	97.500
Monitoring & Controlling	15.000	19.500
Event Management	30.000	39.000
House of the Free Knowledge	550.000	715.000
Supervisory Board expenses	90.000	117.000
Total expenses	3.150.000	4.095.000

Table 9. details:

Summary of total revenues and expenses

Table 10.

	In currency requested	In $US
Total Revenues	4.850.000 + 950.000 net from 2012	6.305.000 + 1.235.000 net from 2012
Total Spending	5.750.000	7.475.000
Net (revenues less expenses)	50.000	65.000
Reserve balance, if applicable+	50.000	65.000

+ Cash reserve balance should include cumulative reserves and any net revenue

Table 10. details:

Verification that this proposal requests no funds from the Wikimedia Foundation for political or legislative activities

Enter "yes" or "no" for the verification below.

The term “political or legislative activities” includes any activities relating to political campaigns or candidates (including the contribution of funds and the publication of position statements relating to political campaigns or candidates); voter registration activities; meetings with or submissions and petitions to government executives, ministers, officers or agencies on political or policy issues; and any other activities seeking government intervention or policy implementation (like “lobbying”), whether directed toward the government or the community or public at large. Grants for such activities (when permitted under U.S. law and IRS regulations) should be sought from the Wikimedia Grants Program.

I verify that this proposal requests no funds from the Wikimedia Foundation for political or legislative activities

Yes

This form was created by: --Pavel Richter (WMDE) (talk) 11:25, 28 September 2012 (UTC)