Wikipedia:Education Working Group/Strategic Plan

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The following is the working draft of the US Canada Education Program Strategy that is due the WMF based on the above milestones: Strategic Plan Executive Summary In June 2012, the Global Development Group of the Wikimedia Foundation chartered a working group to explore and propose a new structure for the future of the Wikimedia Education Program in the United States and Canada. The working group adopted a strategic planning process to develop specific recommendations and action plans to achieve the deliverables in the Working Group charter. The working group met twice in person, collaborated on-wiki with the Wikipedia community and via other internal communications to establish the strategy laid out in this document and put forward the specific recommendations herein. The Working Group is asking the Wikimedia Foundation to approve this strategy and support the creation of an independent, non-profit, Thematic Organization, affiliated with the Wikimedia Foundation with financial and professional resources as necessary to ensure ultimate success of the US Canada Education Program over the next two years. The Working Group is asking the Wikimedia Foundation to specifically act on the following recommendations: Organize and support a resolution to the Wikimedia Affiliations Committee to approve the creation of the US Canada Education Program as a Wikimedia Thematic Organization Support the creation of a Board of Directors and the creation and adoption of by-laws for the new organization Support the creation and filing of the necessary legal documents required to establish the new organization Support the establishment of a two-year financial budget, funded in part by the Wikimedia Foundation, for organizing, staffing and sustaining operations of the new organization as outlined in the Future Picture and Task Force proposals. Support whatever actions are necessary to transition the current US Canada Education program responsibilities to the new organization. Methodology First and foremost, strategy is all about aligning individuals around clear, concise, measurable and desirable enterprise goals. In this case, the WMF foundation goal was to design and implement a self-sustaining structure for the US Canada Education Program via a working group of diverse stakeholders. Adopting a specific strategy process expedited achievement of that goal and provided stakeholders a simple structure and set of planning/execution tools to facilitate implementation. The process generates the following deliverables out of open/transparent planning sessions facilitated by an expert in the process: A Future Picture that describes in clear, concise, measurable and desirable terms the future state (June 2015) of a functioning structure/program. Strategic measurements that indicate progress toward and achievement of that Future Picture A set of Guiding Precepts that will guide the behavior of the Working Group and other stakeholders as the plan is developed and implemented. A set of Phase I and Phase II (~Q4 2012 – 2013) objectives that are clear, concise and measurable that if achieved will lead to achievement of the future picture. A set of internal/external centers of gravity that must be affected to achieve phase objectives. Typically these Centers of gravity translate into specific projects or tactical activity that must be completed to achieve objectives and are assigned to Task Forces to complete. All stakeholders involved in and with the Working Group operated openly with a common set of strategy tools and processes allowing for complete alignment as the process moved forward. All working group participants to include key WMF sponsors recieved training in the process prior to and during planning sessions. Process details can be found in these references., Future Picture This Draft Future Picture, was developed by the Working Group during its July 16-17 meeting in Washington, D.C. Future Horizon: July 2015 (coincides with the Wikimedia Foundation Strategic Plan horizon) Strategic Context: This Future Picture describes a functioning US Canada Education Program independent of the Wikimedia Foundation as of July 2015 Financial Position In June 2015, the US Canada Education Program has independent funding sufficient to sustain an annual operating budget of $____M. The program’s operating budget is robust and enables the program to deliver quality services to all its stakeholders/partners as well as grow its volunteer resources. Decentralized stakeholder funding is allowed for locally controlled Education program projects. Measures Organization has sufficient funding and funding commitments to sustain itself, meet financial obligations and meet all stakeholder commitments for at least two years of operations. Enterprise Purpose In June 2015, the US-Canada Education Program is providing human, curriculum, and other incentive resources to support on-going and innovative uses of Wikipedia and related projects in education that promotes free knowledge, information fluency, improves the breath, scope and quality of Wikimedia project content as well as growing editor participation. The US Canada Education Program is evangelizing the role of Wikimedia projects in the free knowledge movement and improving information fluency throughout the education community. Measures Education program projects are supporting instructors and courses in higher education with volunteers, tutorials, workshops, etc. Education program projects are tangibly improving the scope and quality of Wikipedia content. Education program projects are tangibly generating greater interest in the use of Wikipedia in higher education. Innovation In June 2015, the US-Canada Education Program openly develops, documents and shares innovations related to the use of Wikimedia projects in education from all sources (Wikimedia community, Academia, students and other educational entities) in a manner that promotes growth of quality free knowledge, diversity of participation and improvements in information literacy education. Measures: Libraries of Wikipedia/Higher Education best practices, Wikipedia related curriculum, tutorials and lessone plans, etc. are being shared through online resources and in-person workshops, conferences and symposiums. Wikipedians (students, faculty, libraians and staff) participating in the Education program are outperforming non-education program Wikipedians who are at the same stage in the editor lifecycle. (see [1] for possible methodology] Operating System In June 2015, the US Canada Education Program operates with open, collaboratively created governance that ensures rapid, effective decision making by program staff and volunteers, effective resourcing and execution of program projects, rapid and effective consensus building and collaboration between all stakeholder groups. The US-Canada Education Program, its stakeholders and benefactors are strategically aligned on goals, projects and innovations that support free knowledge and information fluency in education. Measures: Open, transparent collaborative systems are being used by all stakeholder groups and participants in the organization's projects. All stakeholder groups participate in strategic initiative planning and strategic milestones are being met. Outsider Perception In June 2015, the US-Canada Education Program is perceived by the educational community as a valuable and integral partner in their institution in support of using Wikimedia projects to improve student learning and information fluency. Benefactors value the program as a professional, innovative way to improve education and are providing high-levels of financial and marketing support. Wikipedia and related project communities respect and actively support the projects and innovations of the Education Program with volunteer energy. Measures: Stakeholder groups are actively, and positively supporting the goals and projects of the US Canada Education Program The availability of a qualified volunteer workforce exceeds project requirements Workforce Characteristics In June 2015, the US-Canada Education Program workforce is comprised of diverse, motivated professionals and volunteers dedicated to and with the skills to collaboratively manage and support on-going and innovative uses of Wikipedia and related projects in education that promotes free knowledge, information fluency, improves the breath, scope and quality of Wikimedia project content as well as growing editor participation. Measures: Workforce has skills and motivation necessary to achieve fund raising, marketing and operational goals. Education program milestones and objectives are being achieved on schedule. Incentive Philosophy In June 2015, the US-Canada Education Program ensures that all its projects and innovations are designed to align with the various methods and motivations by which its diverse stakeholder groups are incentivized and is committed to ensuring that its volunteer workforce and participating educational partners and students are appropriately incentivized (explicitly or intrinsically) to participate in and support the program. Measures: Members of all stakeholder groups willing participate and support the program's projects because their incentives are aligned with the strategy. Guiding Precepts The following guiding precepts, are the behavioral and operational boundaries, rules which will govern the operations of the US Canada Education Program. The overall scope of the US Canada Education Program follows the general principles of the Wikipedia movement: it will be community based, open and free of advertising. It supports the ideals of a free culture and our materials will be available under a free license. We are a permanent, independent organization focused on: Encouraging and supporting employment of Wikipedia in higher education as a teaching tool. Upgrading the quality of Wikipedia encyclopedias and closely related projects by helping editors in the U.S. and Canada with academic resources. We will help assure the quality of all our projects, and will help to resolve stakeholder disputes that might arise thru advocacy and facilitation. We will strive to sustain WMF education program in non-profit colleges and universities in the US and Canada thru the recruitment academic teachers and staff as well as support personnel ("ambassadors") and providing the necessary resources for their success. We will open new channels of communications to the knowledge industry in the US and Canada to encourage greater use and understanding of Wikipedia. We will conduct and support training programs for US-Canada editors in using resources of higher education and related institutions such as research libraries. We will work with recognized Projects and Chapters when appropriate and interested. We will support our programs by fund raising among foundations and private donors in the US and Canada; as well as government grants or contracts. We aim to openly, and transparently consider the needs of all stakeholder groups in all our decisions. Phase II Milestones (December 19th, 2012 - May 31st, 2013) The following end-state objectives will be achieved May 31st, 2013 by a functioning US Canada Education Program Board of Directors and appropriate staff working with the appropriate stakeholders in the Wikimedia Foundation, Academia and the Wikipedia Community. Implementation of tasks necessary to accomplish Phase II objectives are contingent on approval from the Wikimedia Foundation of this strategy and the objectives and action plans it contains. Entities or individuals in parenthesis are responsible for marshalling the resources and developing the actions necessary to achieve these goals. The dates in parenthesis indicate the date the objective must be achieved by, not when actions to achieve it begin. RFC concluded (Mike Christie) (October 26, 2012) RFC concluded and results compiled to further inform necessary actions during Phase II implementation. Board of Directors selected (Selected working group members and others as approved by the Wikimedia Foundation) (November 19, 2012) Selection process includes establishing the composition of the board (numbers and disciplinary representation), identifying potential board members to fill board positions, soliciting individuals to fill board positions and finally, making a decision as to the final board member list. Proposed composition and process can be reviewed here [link] Board of Directors established (Board nominees and selected working group members) (Mid-December TBD) Legal, Financial and other steps necessary to formally designate a Board of Directors are finalized and the new Board holds its inaugural meeting. Incorporate as 501(c)3 Non-profit organization (Board of Directors) (January 18, 2013) Includes Articles of Incorporation, required IRS filings, establishment of By-Laws, establishment of corporate officer requirements. Includes steps to establish formal affiliation with Wikimedia Foundation Active Board assumes responsibilities (Board of Directors) (February 4, 2013) Official governance is established through the approval of bylaws Election of Chair and Corporate Officers Approves Phase II Budget and immediate funding requirements Critical staffing actions completed (Board of Directors) (March 4, 2013) Board identifies critical staff positions and implements actions necessary to fill those positions. Critical positions might include: Executive Director Education Director Development Officer Long-term organizational strategy finalized (Board of Directors in concert with stakeholder groups) (March 22, 2013) Long-term funding strategy established Includes short-term funding strategy for transition and eminent operations as well as funding to grow the products and services the organization provides and support its volunteer workforce. Wikipedia Community and Academic Community Engagement strategies established Includes volunteer support structure strategy Technology infrastructure strategy established Marketing strategy established Two year organizational budget established Product and services strategy established Critical organizational processes established and functioning (Executive Director) (March 29, 2013) Financial system(s) to include bank accounts, IRS reporting, audits and operating procedures established. Transition plan established Finalize specific steps, actions and coordinations necessary to transition responsibilities now performed by the Wikimedia Foundation Global Education Program to the US Canada Education Program. Includes plan to manage volunteers (ambassadors, etc.) currently in program and future volunteers. Includes plan to sustain engagement with academics and institutions participating in current program. Includes plan for initial fund-raising initiatives Implementation of Transition Plan Complete (Executive Director) (April 5, 2013) All necessary actions, tasks and coordinations to transition the existing program to the control of the US Canada Education Program organization have been completed. Wikimedia Foundation acknowledges that transition is complete and the US Canada Education Program organization has assumed responsibility. Full staffing/infrastructure/operational processes completed (Executive Director) (April 15, 2013) All staffing, operational processes and infrastructure required for the organization to successfully deliver products and services to its stakeholders after May 31st, 2013 are complete. All staffing, operational processes and infrastructure required for the organization to successfully become self-sustaining through independent fund raising after May 31st, 2013 are complete. New organization is effectively supporting on-going and current education program activities as required. US Canada Education Program Organization Prepared To Execute (Executive Director) (May 31, 2013) US Canada Education Program organization has capability to raise funds, meet its fiduciary and legal obligations, recruit and train volunteers, recruit and train partners in academic institutions, assess results, represent the Wikimedia and Wikipedia brand professionally and support its current commitments to the Wikipedia Community and Higher Education institutions. Recommendations These are preliminary draft recommendations that will change based on the Rfc results and additional working group inputs still outstanding. The WMF Affiliations Committee should pass a resolution authorizing the creation of a Thematic Organization to run the US Canada Education Program. Two year budget Governance Staffing Appendices and links to working group discussions Phase I Objectives Systems and Centers of Gravity Phase I Center of Gravity Assessment Phase I Task Forces and Desired Effects Phase I Rfc Notes