Talk:Universal Code of Conduct/Training/Module 3 - Complex cases, appeals and closing

Share your thoughts on the draft UCoC training materials.

The UCoC’s Enforcement Guidelines (EG) recommends the development of training modules to provide a common understanding of the UCoC, and we're seeking your insights, feedback, and suggestions. Your perspectives are invaluable as we strive to ensure these training modules comprehensively address the needs and expectations of our global community.

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How can you help?

• Do you have general thoughts, comments, suggestions, questions?
• Is there anything unclear or could be phrased differently?
• Could a word, a sentence or paragraph be changed to make the text more translatable?
• Do you have any ideas for making the modules more interactive?

We look forward to your input! :) MFischer (WMF) (talk) 13:22, 22 May 2024 (UTC)

"Empathetic communication in practice"

Is it just me or did the non-empathetic examples just look like "bad" examples instead? Is there a difference between "bad" and "good but lacking empathy"? Leaderboard (talk) 12:34, 27 May 2024 (UTC)

Building a grid of evaluation to follow the process

Thanks @MFischer (WMF) for this Module 3 draft.

Some first thoughts : The material of T&S is great and a good basis.

I would suggest to add a systematic evaluation of the cases which eases the follow-up of the case by all concerned stakeholders. Here, some elements that should be disambiguated first (several answers possible) with a grid before answering and beginning to treat the case itself :

• Area of the complaint : Internal to the movement, Third party space
• Violation of  : rules of a Wikimedia project, Code itself, general law (eg : vital threat..)
• Complaint expressed by : individual, group
• Complainant : user, regulator of a space, third party
• Problem showing up in : edition, conversation, action...
• Case already adressed once to : Community, Affiliate, T&S, UCOC, Foundation, external....

This allows to express, first empathy to the complainant, and second, send him/her the proof that the case has been taken in account by reformulating the complaint in a sentance : "You are a.. (individual, group), and a (user, regulator of a space, third party) complaining for a violation of (rules of a Wikimedia project, Code itself, general law) which showed up in (edition, conversation, action...) and has already been adressed to (Community, Affiliate, T&S, UCOC, Foundation, external...) etc..."

It should be asked to the person to confirm if this corresponds to his/her complaint.

• Some cases in the grid are emergencies and will of course ask for an immediate response.
• Given the grid, some cases can be sent to T&S, the Foundation, the UCOC, local admins, etc...

So the most important thing is to propose a grid and train people to evaluate a complaint with factual elements and share this evaluation with all people implied in the process including the complainant. It helps not to be ovewhelmed by emotions and ensures that the case goes to the good places and persons to be examined and treated. It's a general evaluation tool which will follow the case through the treatment process and is a shared document for all concerned people.

Example of exercise for the trainees : submit a case, ask to the participants to fill the grid and write a reformulation of the case for the complainant. Compare the answers, discuss. Waltercolor (talk) 13:03, 28 May 2024 (UTC)

Thank you @Waltercolor! Really appreciate your input. I like the idea of the pre-case intake table so that everyone involved can get on the same page before one starts addressing the case. I have created a draft table based on some of your input. The details on when/how the case will be triaged to others like T&S, local functionaries etc..will presumably only be done when the U4C is up and running. Happy to hear if you have a specific case sample in mind to test the intake table. MFischer (WMF) (talk) 13:32, 3 June 2024 (UTC)

Thanks @MFischer (WMF) for your answer. I have no specific sample in mind, perhaps you could find some "most common adressed" and one "most serious" case you get at T&S to have 2 different examples. And yes, it has to be done with the U4C. Waltercolor (talk) 13:43, 3 June 2024 (UTC)

Thoughts on "What makes cases complex?"

MFischer, I think you should slightly change the third example of a complex case in section 3:

[Systemic bias] or project capture: Situations where [systemic bias], gatekeeping, or "project capture" occurs present complex challenges. Addressing these issues involves unraveling entrenched patterns of behavior and influence.

The Enforcement Guidelines and U4C Charter both use the phrase "systemic issues" rather than "systemic bias". Perhaps it would be wise to exchange "systemic issues" for "systemic bias" just to be consistent, unless those two things are meant to be different. In that case, we should probably list systemic issues as a cause of complex cases too. Adrianmn1110 (talk) 11:14, 7 June 2024 (UTC)

Agreed, thank you! MFischer (WMF) (talk) 13:32, 7 June 2024 (UTC)