Difference between revisions of "Internal:Partnership guide"
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This document details the strategy by which Wikimedia District of Columbia will engage with partner organizations in holding outreach events and for other purposes. |
This document details the strategy by which Wikimedia District of Columbia will engage with partner organizations in holding outreach events and for other purposes. |
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This plan is developed to ensure that Wikimedia DC gets the greatest benefit possible out of a partnership, and to ensure that Wikimedia DC can provide the greatest benefit possible for its partners. A quality partnership requires the active involvement of Wikimedia DC, and this plan describes how to achieve this. |
This plan is developed to ensure that Wikimedia DC gets the greatest benefit possible out of a partnership, and to ensure that Wikimedia DC can provide the greatest benefit possible for its partners. A quality partnership requires the active involvement of Wikimedia DC, and this plan describes how to achieve this. |
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| − | ==Policy== |
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| − | Under the [[Delegation of authority policy|Delegation of Authority Policy]], the President of Wikimedia DC has the authority to enter into agreements and carry out transactions in the course of ordinary business, provided that he or she consults with the Board of Directors where feasible. The policy describes specific exceptions to the authority granted to the President. |
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| − | Wikimedia DC will not enter into partnerships that do not further the mission of Wikimedia DC. Further, Wikimedia DC will not enter into partnerships that would jeopardize its status as a Section 501(c)(3) tax-exempt organization or would otherwise violate the law. For example, a partnership involving a political organization for the purpose of electioneering would be inappropriate, as would a partnership for a project contrary to the Wikimedia movement's values. |
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==Tracking partnerships== |
==Tracking partnerships== |
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| − | + | Wikimedia DC should maintain a central database to store information regarding the persons and institutions it has contacted. The purpose of this is to create an institutional record of inter-organizational relationships that anyone working under Wikimedia DC's employ can use. This database should include: |
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* Name of partnering institution |
* Name of partnering institution |
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* Name of contact(s) at partnering institution |
* Name of contact(s) at partnering institution |
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When a Wikimedia DC officer, director, staff member, or volunteer ("Wikimedia DC representative") engages with a representative of a partnering institution, the Wikimedia DC representative is responsible for recording this information into the database. |
When a Wikimedia DC officer, director, staff member, or volunteer ("Wikimedia DC representative") engages with a representative of a partnering institution, the Wikimedia DC representative is responsible for recording this information into the database. |
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| − | == |
+ | ==Support options== |
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| − | '''Appointed Representative'''—The President or the Event Coordinator should appoint a specific person or persons to represent Wikimedia DC at a planned event. The responsibility of the representative(s) is to assist with organizing the event beforehand, attend the event on behalf of the organization, and to report on the event to the Board of Directors upon the completion of the event. The representative is responsible for ensuring that Wikimedia DC is well-represented at the event, to ensure that Wikimedia DC can carry out its objectives at the event, and that the program is consistent with Wikimedia goals and values. This is not a formal job position; this responsibility can be conferred onto any person or persons attending the event who can be trusted to report on the event and represent the organization. |
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| ⚫ | * '''Expertise'''—Members of Wikimedia DC are knowledgable in the practices and communities of the Wikimedia projects. Wikimedia DC can give advice on how to be more involved with Wikipedia, including the creation of Wikipedian in Residence programs, edit-a-thon-style events, or how to make a collections of text or image materials more easily available online. |
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| − | '''Before the Event'''—The President, upon approving the event, should either approach the contact at the partnering institution or designate someone to do so on his or her behalf. The purpose of contact is to get a sense of logistical needs, evaluate what level of support Wikimedia DC will need to provide (including financial support as well as expertise), and determine how the event aligns with Wikimedia DC's goals (including the recruitment of members, the contribution of media for Wikimedia projects, or a valuable ally in the chapter's region). For instance, if we were to hold a scanathon at an institution with a Wikipedian in Residence, we would determine whether or not they need to borrow our scanner, that they only need experienced Wikipedians in a supporting and not leading role, and that their partnership helps us expand our reach and add more content to the Wikimedia projects. Each event should be considered an opportunity to meet Wikimedia DC's goals as stated in the Annual Plan. Additional scrutiny is required as the budget for the event increases. |
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| + | ==Policy limits on partnership== |
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| − | '''During the Event'''—Appointed representatives are responsible for representing Wikimedia DC to the attendees and for reporting on the event. The representative should make sure to bring a Wikimedia DC guest book, name tags for attendees to wear, and member registration forms. At the event the representative should keep track of: |
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| + | Each partnership should further Wikimedia DC's [[About us|mission]], and should avoid jeopardizing Wikimedia DC's suitability to be a Section 501(c)(3) tax-exempt organization. A partnership with a political organization advocating candidates or legislation in an election would generally be inappropriate. Activities focused entirely on bringing in revenues would generally be inappropriate. Projects contrary to the Wikimedia movement's values or that offend numerous chapter members should generally be avoided. The chapter's [[Board of Directors]] shall determine how to handle potential partnerships whose appropriateness is disputed. |
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| − | * The number of attendees |
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| − | * The number of new members |
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| − | * The outcomes of the event |
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| − | * Lessons learned |
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| − | * Any feedback. |
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| − | Representatives are expected to be knowledgeable of the Wikimedia projects and of Wikimedia DC. |
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| + | :''I added new policy assertions in the last three sentences; for discussion. --[[User:Econterms|Econterms]] |
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| − | '''After the Event'''—Representatives, upon the conclusion of the event, should prepare a report for the Board of Directors before the next meeting, including the above items. They should also seek feedback from the partner institution and gauge their opinion of the event, as well as determine what opportunities exist for future partnerships. |
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| + | ==Decision-making== |
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| − | ==Support opportunities== |
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| + | The President of Wikimedia DC may enter into agreements with partners and carry out transactions in the course of ordinary business. Certain limits to the President's authority are listed in the [[Delegation of authority policy|Delegation of Authority Policy]]. |
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| ⚫ | * '''Expertise''' |
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| + | :''Issue: I excised from previous draft "The president may determine ... whether Wikimedia DC can pursue a particular partnership." I didn't find "pursue" transparent. Does this phrasing constrain '''members''' from creative discussions? I think it couldn't and shouldn't. Is it meant to protect the president from dealing with partnerships that members of the '''board''' support? My instinct was that policy should be that the board decides ultimately, and intermediate steps are left implicit; members who fail to get the president to make an agreement with a partner won't usually bother to appeal to the board but if they did, the board should consider the partnership. --[[User:Econterms|Econterms]] |
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| + | :: ''Good points. Under current policy I see it as a sort of concurrent authority; while the President can pursue some minor partnerships—for instance, holding an event—the overall direction and some particularly big projects should certainly be directed by the Board. And at all steps the President should look to consult with the Board, and members too where feasible. --[[User:James Hare|James Hare]] ([[User talk:James Hare|talk]])'' |
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Latest revision as of 06:19, 14 December 2015
Status: Historical
This document details the strategy by which Wikimedia District of Columbia will engage with partner organizations in holding outreach events and for other purposes.
Purpose
WIkimedia DC benefits when it has the opportunity to partner with organizations on events that further the mission of the organization. Partnerships allow us to share resources and experience, to include more people into our organization, and to work on innovative projects based on a common interest. Wikimedia DC has partnered with several institutions in the Washington, D.C. area, including high-profile organizations like the Library of Congress, and we will continue to maintain and pursue these kinds of partnerships.
This plan is developed to ensure that Wikimedia DC gets the greatest benefit possible out of a partnership, and to ensure that Wikimedia DC can provide the greatest benefit possible for its partners. A quality partnership requires the active involvement of Wikimedia DC, and this plan describes how to achieve this.
Tracking partnerships
Wikimedia DC should maintain a central database to store information regarding the persons and institutions it has contacted. The purpose of this is to create an institutional record of inter-organizational relationships that anyone working under Wikimedia DC's employ can use. This database should include:
- Name of partnering institution
- Name of contact(s) at partnering institution
- Contact information for contact(s) at partnering institution
- Events and programs pursued with partnering institution
- Resources, financial and in-kind, contributed to or received from the partnering institution.
- Name and contact information of the Wikimedia DC representative adding the information
When a Wikimedia DC officer, director, staff member, or volunteer ("Wikimedia DC representative") engages with a representative of a partnering institution, the Wikimedia DC representative is responsible for recording this information into the database.
Support options
Wikimedia DC can support activities with partner institutions in a number of ways:
- Expertise—Members of Wikimedia DC are knowledgable in the practices and communities of the Wikimedia projects. Wikimedia DC can give advice on how to be more involved with Wikipedia, including the creation of Wikipedian in Residence programs, edit-a-thon-style events, or how to make a collections of text or image materials more easily available online.
- Financial Support—Wikimedia DC's outreach budget can be used toward sponsoring events, for instance by providing refreshments. When possible, partner organizations should share in the costs or bring supplies. Wikimedia DC can also serve as a fiscal agent for an event or program.
- Use of Equipment—Wikimedia DC has scanners, hard drives, a projector, and wireless modems for use at events. Note that wireless modems require re-activation for the month, increasing the cost of the event.
- Publicity—Wikimedia DC can promote Wikimedia-related events on its own event calendar, on Wikipedia meetup pages, and via mailing lists and other communication channels.
Policy limits on partnership
Each partnership should further Wikimedia DC's mission, and should avoid jeopardizing Wikimedia DC's suitability to be a Section 501(c)(3) tax-exempt organization. A partnership with a political organization advocating candidates or legislation in an election would generally be inappropriate. Activities focused entirely on bringing in revenues would generally be inappropriate. Projects contrary to the Wikimedia movement's values or that offend numerous chapter members should generally be avoided. The chapter's Board of Directors shall determine how to handle potential partnerships whose appropriateness is disputed.
- I added new policy assertions in the last three sentences; for discussion. --Econterms
Decision-making
The President of Wikimedia DC may enter into agreements with partners and carry out transactions in the course of ordinary business. Certain limits to the President's authority are listed in the Delegation of Authority Policy.
The Treasurer has the authority to deny funding for any program or expense on the basis that it would jeopardize Wikimedia DC's financial position or would violate relevant laws and regulations.
- Issue: I excised from previous draft "The president may determine ... whether Wikimedia DC can pursue a particular partnership." I didn't find "pursue" transparent. Does this phrasing constrain members from creative discussions? I think it couldn't and shouldn't. Is it meant to protect the president from dealing with partnerships that members of the board support? My instinct was that policy should be that the board decides ultimately, and intermediate steps are left implicit; members who fail to get the president to make an agreement with a partner won't usually bother to appeal to the board but if they did, the board should consider the partnership. --Econterms
- Good points. Under current policy I see it as a sort of concurrent authority; while the President can pursue some minor partnerships—for instance, holding an event—the overall direction and some particularly big projects should certainly be directed by the Board. And at all steps the President should look to consult with the Board, and members too where feasible. --James Hare (talk)