Strategic Plan/Movement Priorities: Difference between revisions

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'''Rationale''': Unless Wikimedia encourages a culture of innovation and experimentation, we run the risk of stagnating or worse.
'''Rationale''': Unless Wikimedia encourages a culture of innovation and experimentation, we run the risk of stagnating or worse.


'''Summary''': Wikimedia has existed for nearly a decade. In that time, we've seen the proliferation of mobile devices, content-rich websites, social networking tools, and Internet access across the globe. Although the [[Wikimedia movement]] has seen amazing growth since 2001, the fundamental platform has remained largely static. This path is not sustainable, and Wikimedia will need to respond to changes in technology and social systems.
'''Summary''': Wikimedia has existed for nearly a decade. In that time, we've seen the proliferation of mobile devices, content-rich websites, social networking tools, and Internet access across the globe. Although the [[Wikimedia movement]] has seen amazing growth since 2001, the fundamental platform has remained largely static. Moreover, several Wikimedia communities have reached a mature stage in their development, which comes at a cost of reduced flexibility. Changes in many community guidelines have stabilized, in addition unwritten cultural norms that are increasingly solidified. This path is not sustainable, as the technology and culture that made Wikimedia effective so far may not necessarily be effective in the future. Wikimedia will need to respond to changes in technology and the broader social context.


A crucial requirement is a willingness to accept failures and learn from them -- to "fail well". The Wikimedia movement must be willing to experiment with new tools and processes, and must learn from failures and embrace successes. Wikimedia must also organize the volunteer community to embrace iterative change, rather than stagnation and obstruction.
The Wikimedia movement must be willing to experiment with new tools and processes, and must learn from failures and embrace successes. A crucial requirement is a willingness to accept failures and learn from them -- to "fail well". Wikimedia must also organize the volunteer community to embrace iterative change, rather than stagnation and obstruction. The movement embraces a philosophy of pragmatism, and should experiment with new processes if there is evidence that there is a better way to achieve the [[Wikimedia vision]].


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Revision as of 21:29, 1 July 2010

Since July 2009, more than a thousand people have participated in a Wikimedia movement-wide strategic planning process. The goal was to develop a set of movement-wide priorities over the next five years. In order to achieve this goal, there was a tremendous amount of brainstorming, research, deep deliberation, and analysis.

In February 2010, a group of volunteers who have been deeply engaged in the strategic planning process formed a Strategy Task Force to try to synthesize the strategic planning work into the set of movement priorities articulated on this page. Now, our hope is to recruit many broader groups of people to discuss and refine these ideas, so that we may finalize this draft by the end of May 2010. In June 2010, we're going to circulate these priorities as widely as possible and encourage those who support them to sign it.

Please help by doing the following:

  • Read the guidelines on crafting good priorities.
  • Read the research and analysis on the Wikimedia-pedia page. Refer back often. None of these priorities are arbitrary. They are the result of significant research, analysis, and discussion, and it's helpful to become as familiar as possible with this work as you think about the movement priorities.
  • Post your thoughts and questions on Talk:Strategic Plan/Movement Priorities.
  • Be bold in editing and refining this page, and stay engaged in the discussion.

Wikimedia's Theory of Change [1]

Our vision is a world in which every single human being can freely share in the sum of all knowledge.

simplified Virtuous Circle

How will we achieve this vision? We believe there is a virtuous circle between between a growing participation in our movement and the quality and reach of our content. These three elements are inextricably tied. Without a healthy and diverse community of participants, the quality of our content will suffer. Without high-quality, multilingual content, we will not be able to reach broader audiences. We believe that investing in any one of these elements will have a positive effect on the others. Or, put another way, reach drives participation, which drives quality, which in turn drives reach. Likewise, we believe that there are potential negative feedback loops between them. For example, if participation declines too far, it ultimately affects the quality, value, and relevance of the content that is available to readers; this, in turn, could cause a decline in readership and reach, and in turn, participation.

To increase reach, participation, and quality of content requires an ongoing investment in our technology infrastructure and platform. If we want to be useful to more contributors or provide a richer experience of audio and video content, we need infrastructure to support this. Change is certain: the world and the Internet will be vastly different in five years than it is today and expectations of knowledge provision will have new demands as well; Wikimedia must adapt and invest in experimentation and innovation to continually uphold its place at the heart and cutting edge of a rapidly changing world.

Based on this theory of change, we have established goals for the next five years in each of five areas:

  1. Increase Reach
  2. Improve Content Quality
  3. Increase Participation
  4. Stabilize Infrastructure
  5. Encourage Innovation

Goal: Increase Reach

2015 Goal: Wikimedia has at least 680 million online visitors per month and X% of those visitors will represent the Global South (2010: Y%), which has Z% of the world's population.

Rationale: Wikimedia's vision is for the sum of all knowledge to be freely available to every individual in the world. At present for historical reasons the Global South is under-represented in Wikimedia, as it is on the Internet in general. Cultural awareness that free knowledge exists, can be drawn upon, and can be collaboratively created to serve others in the same Global South communities, to inform and educate those in the Global North, and to reduce divisions due to accessibility of knowledge, is also low. We need to continue to make gains toward our vision of free access to the world's knowledge for every single human being on the planet.

Summary: Wikimedia has experienced strong, steady growth in readership since its inception. There are currently about 400 million readers accessing Wikimedia content all over the world every month. While that's a huge number, it's also only about 6% of the world's population.

We have a long way to go before every human on earth has access to our content, which itself is short of our goal to be the sum of all knowledge. There are signs that growth is slowing with our more mature projects, which are largely centered around languages spoken in the Global North.

In order to maintain strong growth in other areas, our less mature projects must see greater growth, while our more mature projects must continue to remain stable and relevant, and trailblaze a route to maturity and higher quality. As well as direct raising of awareness, our other critical tool will be to increase the quality of our content to establish Wikimedia as an invaluable source of educational content and part of the cultural fabric, as it has become in some countries already.

Key Indicators Possible Targets Other Measures
Global unique visitors to all Wikimedia web sites
  • 680 million online visitors per month1 (12% annual growth in Global South, 4% annual growth in Global North)
  • Average time-on-site per month
Reach of Wikimedia content among people with no or limited connectivity 5% of population in region/country are aware of at least some Wikimedia content. Of those, 50% have regular access to Wikimedia content.

1 Current baseline: 375 million visitors/month as of April 2010.

Goal: Improve Content Quality

2015 Goal: The quantity of content available is X% higher than the 2010 baseline, and quality of content is transparent and commensurate, as measured by suitable metrics which include reader feedback for varying levels of reader. The number of projects reaching a given level of coverage of core topics, number of articles, and editor activity is Y% higher than the 2010 baseline. Editorial processes to minimize quality lapses and ensure all articles meet some minimal standard are developed on Z projects and broadly encouraged. A richer network of inter-project collaboration has developed to facilitate improved knowledge-sharing between similar groups of editors on different projects.

Rationale: While increasing readership and participation are important, they must be done with quality in mind. Quality drives Wikimedia's reputation, which in turn drives readership and participation.

While quality is hard to metricize, a key finding was that Wikimedia is far more likely to be judged in the public eye by its lapses or failings, however few, than by its successes. Attending to substandard material (including a simple baseline that all content should be able to reach and maintain within a short period after creation) is likely to be disproportionately valuable and create a perception of reassurance to readers. Substandard and fledgling content is also considerably easier to detect and easier for most editors to improve, compared to mature content.

A second key finding was that inter-project collaboration is probably a powerful and very overlooked tool to improve quality. At present WikiProjects may exist on different wikis, with similar interests and goals, and yet knowledge and materials remain mutually isolated to the detriment of each project. Articles and topic areas on fledgling projects cannot easily benefit from work done on more mature projects or their thriving teams of editors interested in the topic, nor can more mature topics easily cover their topic as it relates to countries or languages unfamiliar to its editors.[2] Editors on smaller projects may be the only active users with a specialist interest on that project - a situation under which discouragement is easy and seeking peer advice is hard. This could be remedied given better established ongoing collaborative links to their similar-minded peers in other Wikimedia projects.[3] It also provides a home within the Wikimedia model for subject specialists who wish to help a topic area grow in quality by offering review or editorial help and knowledge but do not wish to fight disruptive users, by creating a space where editors from any project can visit to ask for review of or advice on a topic issue (competent reviewers for a topic may not exist on many smaller projects).

Summary: It's not enough to reach a wide swath of readers if the quality of our work is to an insufficiently high standard. We want to encourage the creation and improvement of high-quality content. Our strategy on developing high-quality content centers largely around improving participation (see below). We also see an opportunity to make the quality of the content more transparent, through reader rankings and other means, rich potential to improve the "low end" of quality to the benefit of our reputation, and strong grounds to support the development of inter-project communication and collaboration.

Key Indicators Possible Targets Other Measures
Available content should meet content demand.
  • Number of articles / media objects / resources in different languages
  • The most popular search queries should result in high-quality content.
Contributors and community are fully aware of content quality's importance.
  • Launching of Reader-submitted rankings for quality.
Independent audits by content experts.
  • Number and quality of content partnerships with cultural institutions such as galleries, libraries, archives, and museums.
Quality baseline (which may vary by project)
  • Proportion of articles meeting a simple quality baseline within 1/2/4 weeks of creation.
  • Proportion of articles more than 4 weeks old meeting the same baseline (or number not meeting it).
  • Pervasiveness of cultural change - an expectation among editors that content should aim to meet at least a simple baseline shortly after creation.
Interproject collaboration, by umbrella groups or otherwise.
  • Growth of groups or teams facilitating inter-project collaboration within given topic areas.
  • Ease of ability to access knowledge or obtain review by editors on smaller projects.
  • Improved coverage of material on all projects that would otherwise be marginalized due to cultural, language, or inter-project barriers.

Goal: Increase participation

2015 Goal: Wikimedia has a healthy, global, and diverse community of volunteers.

Rationale: The ongoing quality and sustainability of Wikimedia content is critically dependent on a critical mass of diverse editors. There are significant variations in both quality and coverage of knowledge. Some topics and languages have much better coverage than others. This is likely a result of imbalances in the participation rates among different groups.

Summary: Every active contributor starts off by making a single edit. Whether that edit consists of fixing a small typo, starting a new article, or simply experimenting with the project, what happens after that first edit sets the tone for that person's experience with Wikimedia. There are some signals that in our more mature projects, we are not as effective as we could be in helping new editors become active contributors. We also need to recruit strong communities of editors to support emerging projects, particularly those in the Global South.

There are also signals that more experienced editors and administrators are becoming discouraged due to an increase in hostile behavior. Respect, civility, and good faith are critical to ensure a long and active life-cycle at Wikimedia.

The projects suffer from systemic bias due to an imbalance of its contributors' demographic groups, manifesting in an imbalanced coverage of many subjects. We need to proactively reach out to a diverse group of potential participants and encourage them to contribute. We also need to create and value different levels of contributions. The value of a contribution should not be solely a result of the amount of free time available.

Achieving greater diversity will require continued attention to the health of the community. Wikimedia needs to be a respectful, civil, and welcoming place. It needs to value boldness and collaborative changes, rather than control or obstruction. This will continue to build Wikimedia as a movement where many different ideas and topics from all perspectives are presented.

Key Indicators Possible Targets Other Measures
Significant growth in number of active contributors.
  • 150,000 by 20151 (10% annual growth in emerging projects and less than 5% overall negative change in active volunteer editors among mature projects.
  • Recruiting new editors in mature projects and growth of emerging projects2.
  • Retention rate of active volunteers
  • Increase the number of editors who have engaged in talk page discussion.
  • Reduce abandoned edits. (An abandoned edit is when editors click the edit button without clicking the save button.)
The proportion of editors in under-represented groups increases.
Healthy, open source developer community
Growing and thriving Wikimedia Chapters
  • Number of effective chapters

1 Current baseline: 100,000 active contributors (February 2010)

2 "Mature" and "emerging" projects have not been rigorously defined.

Goal: Stabilize Infrastructure

2015 Goal: The underlying project infrastructure is secure, stable, and sufficient to guarantee the permanence of the projects and support ongoing growth. The infrastructure is sufficiently strong to allow Wikimedia to remain innovative and actively stand at the cutting edge as web usage and expectations of online interactions and knowledge-seeking develop.

Rationale: Without financial and technological stability, the projects will not be able to achieve their key goals.

Summary: Infrastructure includes everything from the technology required to run the Wikimedia projects to the financial sustainability of the movement. No priorities can be achieved if the technology isn't running and responsive. Our current technology infrastructure is not as reliable as it could be. We need more redundancy in our network and better tools to support our operations. We also need more resources to support this infrastructure, from technology to expertise to funds. Playing catch up is not a sustainable strategy, especially if we are looking to expand both reach and participation substantially over the next five years. We must rapidly stabilize our infrastructure beyond our current capacity, so that we have room to grow.

Wikimedia's success and scale is due in large part to its enormous volunteer base, and we expect that to continue. However, there are critical aspects of our work that rely on financial support, many of which are carried out by the Wikimedia Foundation. In the past, the Wikimedia Foundation has not had the resources to work proactively towards supporting the movement. In order for this to change, the Wikimedia Foundation must grow bigger and faster, although it should remain small compared to the rest of the movement. The Foundation should continue to be financed largely through small donations from many, many small donors, which is in keeping with our principles and which prevents us from becoming unduly influenced by any single interest. Furthermore, it should seek even more donors from countries outside of the U.S.

Key Indicators Possible Targets Other Measures
Wikimedia's uptime should be comparable to other web sites of its stature.
  • 99.99% uptime for readers (52 minutes of downtime per year).1
  • 99.9% uptime for editors (526 minutes of downtime per year).
  • Availability of secure off-site copies of all Wikimedia project data and underlying software infrastructure
  • Site performance in different geographies
Wikimedia's revenue should increase significantly.
  • 1.5 million individual contributions annually.2

1 http://gigaom.com/2008/05/20/the-quest-for-reliability-on-the-internet/

2 If the average gift size remains at $33, this would result in annual revenue from community giving of $50 million.

Goal: Encourage Innovation

2015 Goal: Wikimedia has processes for research, innovation, and experimentation in service to the Wikimedia vision, and has efficient processes for migrating high potential innovations to production.

Rationale: Unless Wikimedia encourages a culture of innovation and experimentation, we run the risk of stagnating or worse.

Summary: Wikimedia has existed for nearly a decade. In that time, we've seen the proliferation of mobile devices, content-rich websites, social networking tools, and Internet access across the globe. Although the Wikimedia movement has seen amazing growth since 2001, the fundamental platform has remained largely static. Moreover, several Wikimedia communities have reached a mature stage in their development, which comes at a cost of reduced flexibility. Changes in many community guidelines have stabilized, in addition unwritten cultural norms that are increasingly solidified. This path is not sustainable, as the technology and culture that made Wikimedia effective so far may not necessarily be effective in the future. Wikimedia will need to respond to changes in technology and the broader social context.

The Wikimedia movement must be willing to experiment with new tools and processes, and must learn from failures and embrace successes. A crucial requirement is a willingness to accept failures and learn from them -- to "fail well". Wikimedia must also organize the volunteer community to embrace iterative change, rather than stagnation and obstruction. The movement embraces a philosophy of pragmatism, and should experiment with new processes if there is evidence that there is a better way to achieve the Wikimedia vision.

Key Indicators Potential Targets Additional Measures
Thriving environment of research and dialog regarding the social and technical aspects of Wikimedia content and communities.
  • Regular availability of up-to-date snapshots and archives of all public data to researchers.
Technologies supporting new forms of collaboration (different devices, different media, different types of content, real-time collaboration) successfully deployed into production.
A thriving ecology of services built on top of Wikimedia content and infrastructure.
  • Our data is being accessed from our servers via standard APIs more each year


Next Page: Role of the Wikimedia Foundation Movement in Supporting and Building the Movement

Notes

  1. A theory of change provides a picture or description of the cause-and-effect logic by which desired results are achieved. Theories of change generally describe how resources and activities are used to reach an organization or movement's intended impact. Here is a more complex version of the theory of change.
  2. For example - English Wikipedia (3.3M articles) is unlikely to have comprehensive coverage of Yemen's roads and towns, and Hindi Wikipedia (55K articles) is likely to benefit if it had access to the background of knowledge on more mature projects.
  3. More specifically, the encouragement of project-neutral, non-prescriptive, and non-binding spaces to facilitate people of like interest to interact with other editors of the same interest regardless of "home project" was seen as a positive and potent approach to quality improvement which would also have beneficial knock-on effects on participation and growth in smaller projects, especially by dedicated subject-editors. The concept of "Global WikiProjects" - aimed at encouraging cross-project collaboration, quality, and resource sharing on a given topic in a non-prescriptive and egalitarian manner - was one possible approach.