Strategy monitoring plan/Outcomes/2014 Q3
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This is a brief overview of the charity's progress against its KPIs in Q3 For further detail, including what activities have been conducted which impact each strategic goal, please consult Wikimedia UK's Q3 report to the Funds Dissemination Committee.
Key
| Outcome (from our Strategic Goals) | Outcome Measure |
|---|---|
| Green | Annual target expected to be met; or good outcomes |
| Yellow | Some issues but annual target should still be achieved; or reasonable outcomes |
| Pink | Annual target in danger of being missed; or outcomes require urgent attention |
| Grey | KPI not yet being tracked, or is no longer considered useful |
Notes and definitions
For explanatory notes and definitions (reference numbers in second column) see Strategy monitoring plan#Notes and Definitions.
Report card for this quarter
- For the numbers in square brackets, refer to the definitions page listed above
| Outcome (from our Strategic Goals) | Outcome Measure | 2014 target (to 31 Jan 2015) | Results Q1 2014 (Feb to April) | Results Q2 2014 (May to July) | Results Q3 2014 (August to October) | Current notes |
|---|---|---|---|---|---|---|
| G1.1 The quantity of open knowledge continues to increase | Number of uploads | Report only | 37,715 images (650.7GB) to Commons this quarter | 21,036 images (946.1GB) to Commons this quarter | 9,172 images to Commons this quarter | |
| TEXT - Sum of positive edit size [1] | Report only | 4,382,374 bytes this quarter | 1,790,824 bytes this quarter | 5,802,530 bytes this quarter | ||
| G1.2 The quality of open knowledge continues to improve | Percentage of WMUK-related files (e.g. images) in mainspace use on a Wikimedia project (excluding Commons) | 13% | 6.5% this quarter[1] | 3.1% this quarter | Uncertain, see narrative | CatScan 2.0 is currently being replaced by CatScan 3.0. As of writing, extended information such as file usage across Wikimedia sites is not available. |
| Number of files (e.g. images) that have featured status on a Wikimedia project (including Commons) | 20 | 2 in year to date | 8 in year to date | 32 in year to date | ||
| Number of files having quality image status on Commons | 70 | 53 in year to date | 61 in year to date | 328 in year to date | ||
| Number of files having valued image status on Commons | 50 | 46 in year to date | 51 in year to date | 55 in year to date | ||
| Number of new articles started on a Wikimedia site (eg any of the encyclopedias), excluding Welsh Wicipedia | 200 | 341 in year to date | 437 in year to date | 682 in year to date | ||
| TEXT - Number of new articles started on Welsh Wicipedia inspired by WMUK | 10,000 over the course of the project | 2,182 in year to date (3,353 overall) | 3,250 in year to date (4,428 overall) | 6,293 in year to date (8,224 overall) | ||
| G1.3 We are perceived as the go-to organisation by UK GLAM, educational, and other organisations who need support or advice for the development of open knowledge. | Sum of reputation ratings [2] of organisations that we are working in partnership with, or were working with no more than than two years ago | 693 (5% increase) | 497 | 708 | 1204 | |
| Awareness score in annual national survey of public opinion [12] | n/a | Not collected | Not collected | Not collected | ||
| G2a.1 We have a thriving community of WMUK volunteers. | Number of friends | 420 | 176 | 833 | 925 | |
| Number of volunteers [3] | 250 | 187 | 360 | 719 | ||
| Number of leading volunteers [3a] | 140 (30% increase) | 54 | 104 | 271 | ||
| Number of activity units [4] | 1200 (24% increase) | 663 in year to date | 1,470 in year to date | 2,204 in year to date | ||
| Number of leading activity units [5] | 145 (5% increase) | 115 in year to date | 418 in year to date | 822 in year to date | ||
| Leading volunteer [3a] drop out rate [7] | <10% | No data yet | No data yet | No data yet | ||
| G2a.2 WMUK volunteers are highly diverse. | Proportion of activity units [4] attributable to women | 20% | 35% in year to date | 41% in year to date | 55% in year to date | |
| Proportion of leading activity units [4] attributable to women | 15% in year to date | 19% in year to date | 25% in year to date | 30% | ||
| Activity units [4] in activities to encourage other diversity or minority engagement[2] | 15 | 5 in year to date | 9 in year to date | 11 in year to date | ||
| G2a.3 WMUK volunteers are skilled and capable. | Activity units [4] in training sessions and editathons (total count, including people being trained) | 575 (5% increase) | 297 in this quarter | 433 in this quarter | 137 in this quarter | |
| Leading activity units [5] in training sessions and editathons (ie trainers only) | 95 (6% increase) | 104 in year to date | 136 in year to date | 156 in year to date | ||
| Annual survey capability score [6] (self-identified) | To be decided | Not collected | Not collected | Not collected | ||
| G2b.1 We have effective and high quality governance and resource management processes, and are recognised for such within the Wikimedia movement and the UK charity sector. | Progress on targets in the Hudson and Chapman governance reviews | All targets that we agree with have been completed and independently reviewed. | See narrative | See narrative | See narrative | All the recommendations from the Hudson review have been implemented. Fourteen out of the fifteen recommendations of the subsequent Chapman review have been implemented, with the final one a work in progress. In Q3 a third external review was carried out to assess the charity's progress, with the findings due to be presented to the board at the December meeting. |
| Progress towards PQASSO 2 | Complete all internal preparations for PQASSO 2 ready for external accreditation | See narrative | See narrative | See narrative | We organised a scoping meeting, where we started to look at assessment of the charity. This has led to initial identified work areas needing improvement - they will be picked up in the future. Two half-day sessions were planned for Q4 for a more detailed analysis. Delays in mentor training owing to CES, organisation developing PQASSO system, being taken over by National Council for Voluntary Organisations. ([1]). This will influence the overall timelines of the project. | |
| Level of external recognition | Narrative + eval score [16] | Eval: 1.8 / 3 | Eval: 1.8 / 3 | Eval: 1.8 / 3 | A scoping meeting has led to identified work areas to ensure full evidence base. Two half-day sessions planned for Q4. Delays in advanced mentor training owing to CES, organisation developing PQASSO system, being taken over by National Council for Voluntary Organisations. | |
| G2b.2 We have a high level of openness and transparency, and are recognised for such within the Wikimedia movement and the UK charity sector. | Transparency score [9] as measured by annual survey | n/a | Not collected | Not collected | Not collected | |
| Transparency compliance [10] as determined by Govcom against published transparency commitments | Narrative | Eval: 2/5 this quarter | Eval: 4/5 this quarter | Eval: 3/5 this quarter | Admin problems this quarter have severely delayed publication of several sets of minutes, including those of the AGM and the September and October board meetings. This has resulted in those meetings not being as transparent as we intended in a timely manner. | |
| G2b.3 We have high quality systems to measure our impact as an organisation. | Progress towards full implementation of automated and manual tracking/measuring systems [8] | Narrative + eval score [16] | Eval: 55-60% achieved | Eval: 60-65% achieved | Eval: 65-70% achieved | The main source of automated data is CiviCRM. Staff are regularly using the database to set up events so that people can register there rather than on a wiki page. The database is now set up to allow people to register themselves as volunteers in the same way people register for events, and this process will be tested in Q4. Processes for recording interactions with partner organisations have been drafted and are being implemented, though recording partnership interaction is still currently being done substantially after the interaction takes place. |
| G2b.4 We ensure a stable, sustainable and diverse funding stream. | Number of separate donors | 6000 (9% increase) | 5266 in this quarter | 5110 in this quarter | 5022 in this quarter | |
| Funds received from sources other than WMF fundraiser or FDC | £295000 (7% increase) | £63,846 this quarter | £58,991 this quarter | £102,318.49 in this quarter | ||
| Proportion of funds from sources other than WMF fundraiser or FDC | 47% | 56% in this quarter | 33% in this quarter | 54% in this quarter | ||
| Proportion of funds from direct debits | 45% | 28% in this quarter | 94% in this quarter | 28% in this quarter | ||
| G3.1 Access to Wikimedia projects is increasingly available to all, irrespective of personal characteristics, background or situation. | Total number of scans of QRpedia codes [11] | 14000 monthly | 17503/month this quarter | 15112/month this quarter | 20908/month this quarter | |
| Projects addressed at new readers [16] being enabled to access Wikimedia websites | 3 activities | 1 in year to date | 1 in year to date | 1 in year to date | ||
| G3.2 There is increased awareness of the benefits of open knowledge. | Awareness score [12] in annual national survey of public opinion | n/a | Not collected | Not collected | Not collected | |
| G3.3 Legislative and institutional changes favour the release of open knowledge. | Responses to EU and UK government policy consultations. | Narrative | See narrative | See narrative | See narrative | We've published a position paper on copyright with the Free Knowledge Advocacy Group European Union (FKAGEU). We've met with the UK IPO head of copyright to learn about the new orphan works rules. We've signed the Lyon Declaration on Access to Information and Development. We hosted an advocacy group meeting here the day after Wikimania, attended by about 12 people. We also helped the WEASEL on wheels advocacy roadshow at Wikimania. The relevant papers are linked from our Advocacy page here. |
| Involvement in EU and UK advocacy activities; Involvement in advocating legislative change within GLAM, Education, and other organisations | Narrative + eval score [16] | Eval: 4/5 | Eval: 5/5 | 5/5 | The EU advocacy involvement continues to be strong, this quarter via responses to the consultation papers (see above). We are putting a voice in the open knowledge debate, and so in the long run aiming to change the policy for better access to information. In the UK, we are arranging meetings with Alex Boyd of the Internal Market and Consumer Protection Committee of the EU (which has some responsibility for copyright and intellectual property) and Claude Moraes MEP for Q4. Claude Moraes is head of a committee on civil liberty in the European Parliament, and we will be able to use these links in the future advocacy work.
The work of Wikimedians in Residence to influence the policies of their host organisations was successful this quarter. At Cancer Research UK, work on embedding of the release of media on open licenses is progressing very well, with a new model release form for non-paid models adopted. This incorporates a tick box to opt-in to allow release of images of them on open licenses. A decision as to whether to place CRUK’s online cancer information text copy under a Creative Commons BY-SA license is due to be made at a meeting on 18th November. Embedding new working practices to continue after the grant period (late 2014/early 2015) is developing, especially with statistics department and around releasing media – and possibly web copy - on open licenses. With this in place, we may be able to ensure sustainability of the project after the residency ends. Ally Crockford from National Library of Scotland (WIR) met with new NLS Chief Executive and National Librarian John Scally to discuss Wikimedian in Residence projects and open access at the Library. These internal conversations regarding the releasing of digital content onto open licenses may result in a more open policy at the institution - we are able to be a part of the conversation at the time of the new Chief Executive thanks to having a WIR at the organisation. In a project area that show how policy work can affect content, Pat Hadley at York Museums Trust encouraged YMT to be embracing a specifically open image policy. The institution will subsequently be releasing c.40,000 images under PD or CC-BY-SA licenses. | |
| G4.1 There are robust and efficient tools readily available to enable the creation, curation and dissemination of open knowledge. | Number and availability of the project tools we host or support | Narrative | See narrative | See narrative | See narrative | Wikimedia UK hosts QRpedia and the Virtual Learning Environment. A scoping exercise was carried out to assess the role of technology within the charity on strategic and operational levels. Currently, the VLE has not been fully launched. The report notes: "The VLE project in particular has been a difficult process; communication has been undereffective due to lack of technical management." QRpedia continues to be maintained by the charity, and is in the same condition it was in Q1. The report is worth reading for additional information on the tools the charity supports. |
| G4.2 There are robust and efficient tools readily available to allow WMUK - and related organisations - to support our own programmes and to enable us to effectively record impact measures. | Uses [15] of the internal or supporting tools we host or support | Narrative | See narrative | See narrative | See narrative | As in Q1 and Q2, the main tools are CiviCRM, piwik, and the Virtual Learning Environment. We use CiviCRM as often as possible when organising events to make reporting easier. There has been limited technical development on these tools in the quarter, so that state of the tools remains much the same; the VLE is however not yet fully launched. Delays in installing the SmartDebit module have hindered fundraising efforts. |
| G5.1 A thriving set of other Wikimedia communities | Funding to support other chapters and Wikimedia groups | £10000 | £10,149 in year to date | £10,443 in year to date | £12,043 in year to date | |
| Activities held for or jointly with other chapters and Wikimedia groups | 7 (including G5.2 and G5.3 events) | 4 in year to date | 6 in year to date | 15 in year to date | ||
| Total shared activity units [13] in shared activities [14] with other chapters and Wikimedia groups | 150 (including G5.2 and G5.3 events) | 103 in year to date | 125 in year to date | 374 to date | ||
| Number of UK based Wikimedia events other than WMUK events | Report only | 15 this quarter | 17 in this quarter | 14 in this quarter | ||
| G5.2 An increased diversity of Wikimedia contributors | Activities specifically directed to supporting the diversity of other chapters and Wikimedia groups | 1 | 1 in year to date | 1 in year to date | 4 in year to date | |
| G5.3 Wikimedia communities are skilled and capable | Activities specifically directed to help train or to share knowledge with other chapters and Wikimedia groups | 1 | 1 in year to date | 1 in year to date | 3 in year to date | |
| G5.4 Open knowledge communities with missions similar to our own are thriving. | Number of shared activities [14] hosted with groups or organisations having similar goals to WMUK | 5 | 0 in year to date | 5 in year to date | 7 in year to date | |
| Total shared activity units [13] in shared activities [14] hosted with groups or organisations having similar goals to WMUK | 40 | 0 in year to date | 96 in year to date | 164 in year to date |