Hi all,

You might be interested in Manuel Schneider's summary of the Chapters Meeting 
last weekend, which I attended on behalf of Wikimedia UK. All of the 
documentation is publicly visible on meta, so if you're interested in any topic 
please take a look at the meta page and comment on the corresponding talk page.

Thanks,
Mike

Begin forwarded message:

> -------- Original Message --------
> Subject: Chapters Meeting Report (english version)
> Date: Wed, 30 Mar 2011 11:34:20 +0200
> From: Manuel Schneider <[email protected]>
> Organization: Wikimedia CH
> To: Mailing list for Wikimedia CH <[email protected]>
> 
> Dear all,
> 
> last weekend the annual Chapters Meeting took place in Berlin. Each year
> two representatives of each Wikimedia chapter meet there. During the
> meeting South Africa was recognized as the first african chapter.
> Wikimedia CH and Austria have been represented by Manuel Schneider and
> Kurt Kulac. With this report we'd like to share our experiences with the
> Wikimedia community. Additionally all sessions have been logged and
> published on Meta:
> http://meta.wikimedia.org/wiki/Wikimedia_Conference_2011/Documentation
> 
> A short TV report on the meeting for ARD Tagesschau (in german) can be
> viewed online:
> http://www.tagesschau.de/multimedia/video/sendungsbeitrag101886_res-.html
> 
> == Current State of the Chapters ==
> Traditionally each chapter meeting starts with a three minute report of
> each chapter about their current state: Members, budget, past and future
> projects, good and bad experiences.
> 
> Most of the "State of the Chapter" presentations have been linked on Meta:
> *
> http://meta.wikimedia.org/wiki/Wikimedia_Conference_2011/Schedule#State_of_the_Chapters_I
> *
> http://meta.wikimedia.org/wiki/Wikimedia_Conference_2011/Schedule#State_of_the_Chapters_II
> 
> * WMCH: http://wikimedia.ch/State_of_the_Chapter_2011
> * WMAT:
> http://mitglieder.wikimedia.at/Archiv/2011-03-26_State_of_the_Chapter
> 
> == Fundraising Summit ==
> There will be again a Fundraising Summit for all chapters participating
> in the Wikimedia Fundraiser by the end of the year. This year's summit
> will be organised in June by Wikimedia Ă–sterreich.
> 
> * http://meta.wikimedia.org/wiki/Fundraising_2011/Fundraising_Summit
> 
> == Movement Roles ==
> There are the Wikimedia Foundation and Wikimedia Chapters as branches of
> the Foundation, but there are also other entities and organisations
> withing the Wikiverse. While the relationship between Foundation and
> chapters has been settled by the chapters agreement there are many open
> questions in how to handle other organisations which are not chapters.
> 
> A "Movement Roles Working Group" has been set up a year ago that is
> researching this topic. Recently surveys have been sent out to chapter
> people (I have forwarded them to the respective boards) and a public
> survey is planned to be published soon.
> 
> All members and inhabitants of the Wikiverse are urged to participate in
> this process, to shape the roles of chapters, foundation and their own.
> 
> * http://meta.wikimedia.org/wiki/Movement_roles_project
> * http://meta.wikimedia.org/wiki/Movement_roles_project/New_group_models
> *
> http://meta.wikimedia.org/wiki/Movement_roles_project/Sue_Gardner%27s_input_on_Movement_Roles_Project
> *
> http://meta.wikimedia.org/wiki/Wikimedia_Conference_2011/Documentation/Movement_Roles
> 
> == Collaborations with Galeries, Libraries, Archives and Museums (GLAMs) ==
> The other chapters have presented their experiences with talking to
> GLAMs. In many countries discussions and talks happen and GLAMs are
> willing to cooperate, but a there is little visible output.
> 
> The Wiki Loves Monuments project interacts here, aiming to be a
> pan-european project to define, list and illustrate all monuments
> throughout Europe. Ideas are currently being discussed, WMAT started
> talking to the administration bodies taking care of monuments, lists
> need to be digitized and unified. A photo competition and reimbursement
> of travel costs should foster the communities will to take good pictures
> of all monuments. WMNL has been able to get sitenotices up to attract
> more people for the project. Other ideas are to provide extensive
> amounts of swag, such as sticker, pins, T-Shirts etc.
> 
> *
> http://meta.wikimedia.org/wiki/Wikimedia_Conference_2011/Documentation/Working_Groups:_GLAM
> *
> http://meta.wikimedia.org/wiki/Wikimedia_Conference_2011/Documentation/GLAM_outreach
> 
> == Hiring Employees ==
> Many chapters - as Wikimedia Austria and Switzerland - have been
> thinking about hiring employees or to outsource work to paid people.
> Many projects are time-intensive and participating at the Wikimedia
> Fundraiser is hard to be handled on a volunteer basis due to the high
> amount of donations which need to be booked correctly, thanked and reported.
> 
> Several times statements like "Wikimedia chapters are no fan clubs" have
> been made. Conclusion: Wikimedia chapters are primarily administrative
> organisations which enable volunteers to do their work better and
> "enable others to be fan-clubs". With the needed professionalisation of
> the chapters their boards change from executive to overseeing
> committees. Along with this it is important to transfer (seed) the
> enthusiasm by the board members into the director / manager of the
> chapters office.
> 
> A few chapters have already stepped forward by applying different
> strategies:
> 
> * WMDE: "Management Approach" - They hired an employee that can manage
> himself and is looking for new tasks and implemented them on his own.
> This is important as management and monitoring of employees - which is
> also a big effort - can be minimised. A good manager can also fund
> himself by finding new opportunities and is able to find new employees
> to support him as the work load increases, a scalable solution.
> 
> A manager writes proposals which the board will review and decide. By
> that the board actually gets more power as it can act strategically
> rather than ad-hoc under pressure of daily tasks.
> 
> * WMPL: "Outsourcing" - legally neccessary tasks have been outsourced
> early. Problem: different people for different tasks which do not know
> each other and do not act strategically. WMPL: "...in the end we had an
> accountant, but nobody had time to bring her the receipts so she could
> do her work."
> 
> New approach: Hire someone who can do different things on his own and
> have him sit in the WMPL office.
> 
> * Office space: Rent offices teogether with other "lime-minded
> organisations", such as the parlamentarian group digital sustainability,
> Free Software Foundation Europe, Swiss Unix Usergroup, Creative Commons...
> 
> * Job profiles: Look at what the other chapters have done, for instance
> the "office manager" of WMUK who has handled the fundraiser.
> 
> * If you develop your organisation then get a "manager type" of employee.
> * If you only need a service center for your administrative tasks then
> outsource it.
> 
> * Selection of emplyees: It is helpful if the employee is a Wikimedian
> but this is not the qualification you are looking for. If you have to
> choose between a manager which is not a Wikimedian and a Wikimedian
> which is not a manager, choose the manager (Pavel, WMDE).
> 
> * Managing remotely is extremely hard. It takes longer to find out if
> something goes into the wrong direction (Thierry, WMFR). A manager will
> also manage itself.
> 
> * An employee should have one or at max two bosses and not the board as
> a boss. Otherwise it takes too longe to make management decision.
> 
> * At least a weekly Skype meeting is recommended, the verbal contact is
> very important rather than writing e-mails.
> 
> * Application process (WMFR):
> ** received 40 applications, two filters: eight left. These eight
> applicants have been interviewed by eight people from the board and
> involved members.
> ** a Wikimedian has the advantage that you already know him and how he
> works. But be careful with "super members", there is the risk of leading
> into demotivation and problems. It is sometimes better to employ someone
> from the outside.
> 
> Invitation by Pavel (WMDE): "We have gained a lot of experience. Just
> come a week to Berlin and look how I deal with it."
> 
> *
> http://meta.wikimedia.org/wiki/Wikimedia_Conference_2011/Documentation/Professionalization:_The_first_employee
> 
> == openZIM (Wikipedia Offline) ==
> The ZIM libraries have been recently included into the book printing
> funtion - now everyone can easily create ZIM files from the Wikis.
> 
> To make the code and the work on it more visible it should be
> transferred to svn.wikimedia.org. Each commit is sent to IRC and
> mailinglist, also many developers have a copy of that repository so the
> hurdle to look into the code and work with it is much lower.
> 
> == Internal Organisation / Roles within the Chapters ==
> Several sessions dealt with the tasks withing the chapters or the
> motivation of members. We agreed on the following types of members:
> * proactive (they initiate things and do work on their own)
> * active (they are active when being asked)
> * inactive
> * counter-active (trolls)
> 
> The goal is to convert inactive members to active members and active to
> proactive. Trolls are part of the ecosystem and sometimes have a
> corrective function. In doubt when there is to much hassle nobody should
> hesitate to exclude them from the chapter.
> 
> * Each organisation needs to fill in four functions - of which a single
> person can at max. fill in three:
> ** Production (get things done)
> ** Administration (organisation)
> ** Innovation (new ideas, development)
> ** Integration (people person)
> 
> * Convert members to active members:
> ** often it helps to contact people directly and personally - often
> nobody responds on mailinglists
> ** keep a list of tasks in your chapters wiki to give interested people
> a hint where they can start working on. Ask on your members on the
> mailinglist to sign up for these tasks.
> 
> * Each board should consist of the following positions:
> ** people person, social integrator
> ** secretary / administrator
> ** contact person for the community - must have a good standing inside
> the Wikimedia projects before becoming a board member
> 
> *
> http://meta.wikimedia.org/wiki/Wikimedia_Conference_2011/Documentation/Volunteer_management
> 
> == Communication ==
> Different chapters communicate in different ways. The suggested monthly
> report is provided by a small number of chapters only (WMCH: No report
> since a long time). There has been a lot of discussion on the effort
> needed in writing those reports and the possibility to re-use them. Many
> chapters write blog posts, others communicate on Twitter or Facebook,
> usually in their own language. Other chapters have no benefit from that
> and can't learn from each other or simply know what is going on in the
> Wikiverse.
> 
> The following solution was agreed on:
> * each chapter should have a blog and post there regularly
> ** messages for other chapters should be tagged with "chapter"
> ** all chapter blogs should be aggregate by two Wikimedia planets:
> *** there are already Wikimedia planets for different languages
> *** a new Wikimedia planet for chapters (all languages) should be created
> ** link your blogs with social networks to make your posts to appear there:
> *** Twitter
> *** Facebook
> 
> * publish interesting news also on the Wikimedia SignPost
> 
> * monthly newsletter to the members
> ** newsletter can be prepared publicly on the chapters wiki, so everyone
> can contribute his or her project
> ** one person writes a summary of what is going on at Wikimedia
> 
> * print hand outs or even bulletings when you have conferences or assemblies
> ** handouts should always be available
> ** get an ISSN for bulletins to make your publications more visible
> 
> * a template for the chapters report should hold the minimal information
> needed by the Wikimedia Foundation
> ** this template will be published on Meta
> ** the state of the chapter presentations will have the minimal
> information, they should go directly to the chapters pages on Meta so
> they are updated once a year
> 
> * format for chapter reports:
> ** Revenues
> ** Expenses
> ** Activities
> ** Members
> 
> *
> http://meta.wikimedia.org/wiki/Wikimedia_Conference_2011/Documentation/International_communication_and_coordination
> 
> == Group Photo ==
> *
> http://commons.wikimedia.org/wiki/File:Wikimedia_Conference_2011_group_photo.jpg
> 
> That's it with the summary of the chapters meeting. All members are
> invited to participate in the processes and discussions on Meta.
> 
> 
> Best regards,
> 
> 
> Manuel
> -- 
> Regards
> Manuel Schneider
> 
> Wikimedia CH - Verein zur Förderung Freien Wissens
> Wikimedia CH - Association for the advancement of free knowledge
> www.wikimedia.ch


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