Re: [Wikimediauk-l] Wikimedia UK leading volunteer numbers (G2a.1)

2014-04-14 Thread Jon Davies
*Answers in-line*


On 10 April 2014 13:22, Fæ fae...@gmail.com wrote:

 Thanks for the prompt reply. Could you provide a link to where the
 trend in these measurements is now reported, or provide a specific
 date as to when you will be reporting them to the members and the
 board?

 The metrics will be reported in the quarterly FDC reports on Meta. BTW by
agreement with FDC they will be two weeks later than other chapters to
account for our strange year start of February. The next report will be
published on the FDC portal on 15th May. This report will form the core of
the board report.

ANALYSIS

 This appears to mean that the Strategy monitoring plan[1] is
 incorrect, as numbers of leading volunteers are not going to be
 reported. Consequently the target agreed with the board for this year
 of 140 is not meaningful and should be withdrawn.

 Presumably the commitment in the FDC bid of reaching 150 active
 volunteers has to be officially withdrawn as it has not been reported
 on in 2014 and it there will be no future reports of this number by
 the charity.


We now have several different ways of measuring volunteer activity rather
than the old blunt system which did at least reassure us that we were
growing.
We have revised down the active LEADING volunteer number forecast from 150
t0 140 in line with what we felt was happening. This differs from the old
'active' volunteers as it reflects people leading activities not simply
attending.

Andy - we did consider measuring by hours and we are designing our
database, CIVICRM, to allow for this if we wanted to by recording how long
an event was. That way we could query it to see how many volunteer hours
were spent at an event and add the total of hours over the quarter.


 I note that the figure of 107 leading volunteers was the baseline for
 2013. If this is the same figure being reported in April 2014, then
 the charity is not growing according to the original performance
 indicator.

 I am concerned that the UK Board of Trustees has accepted that 'the
 clock has been reset' on this Key Performance Indicator for the
 charity. Unfortunately members and trustees will be unable to compare
 performance on growth in volunteer numbers from 2013 to 2014 due to a
 reworking of what the word volunteer means. As a pure mathematician
 and an MBA graduate, I am having difficulty in getting any feel for
 volunteer activity units as opposed to just providing a plain
 English count of leading volunteers, or an equivalent credible
 estimate of this number. I am happy that the trustees are able monitor
 the performance of the charity using these more hypothetical concepts,
 I look forward to reading the reports, reviewing the trend charts and
 seeing a practical definition of what was counted to create the
 reports. Hopefully the definition will be fixed and remain unchanged
 for several years from this point in time, so we can compared
 performance in one year to the next. It is a pity that no reports have
 been published in 2014 so far.


Yes, the whole thing has changed and we will be having much SMARTER
metrics.  We all hope that we can show some stability in the way we measure
what we do and this year will act as something of a baseline. There are
however lots of indicators and proxies that we are developing as a chapter
as can be seen clearly in our 2013-14 impact report to the FDC and will be
demonstrated over the coming year. There have been reports in 2014, see the
monthly reports, but the most reliable ones will but the quarterly reports
to the FDC.


 I recall the workshop in 2012 when it around about 20 minutes for
 trustees and employees to name all 87 active volunteers. It is a pity
 that this simple to understand and highly credible measurement is
 being dropped altogether rather than being reported once per quarter
 or even once a year to support the FDC bid.


Having talked to other chapters over the weekend we are doing well. We will
do better and there are encouraging signs, such as new people who came to
the London meet-up this weekend after the latest donor newsletter, and are
now firmly in the clutches of Jonathan Cardy.



 Links
 1.
 https://wikimedia.org.uk/w/index.php?title=Strategy_monitoring_planoldid=55387

 Fae

 On 10 April 2014 12:57, Jon Davies jon.dav...@wikimedia.org.uk wrote:
  We have kept a log of active volunteers in the office for the last two
 years
  at least. This has allowed us to report a gradual increase to a point
 that
  we now can identify 107 people who participate in WMUK activiites.
 
  We have never claimed that it is more than a rough guide but it has done
 its
  job (and other chapters have complimented us on it) and been able to
 allay
  the anxieties that the chapter's volunteer base was shrinking .
 
  But it has real weaknesses. It is not accurate enough. We miss people who
  are active and forget to take off people who have, for instance, left the
  country.
 
  Apart from the issue of keeping it up to date and 

Re: [Wikimediauk-l] Wikimedia UK leading volunteer numbers (G2a.1)

2014-04-10 Thread Jon Davies
We have kept a log of active volunteers in the office for the last two
years at least. This has allowed us to report a gradual increase to a point
that we now can identify 107 people who participate in WMUK activiites.

We have never claimed that it is more than a rough guide but it has done
its job (and other chapters have complimented us on it) and been able to
allay the anxieties that the chapter's volunteer base was shrinking .

But it has real weaknesses. It is not accurate enough. We miss people who
are active and forget to take off people who have, for instance, left the
country.

Apart from the issue of keeping it up to date and accurate it has two major
weaknesses as a measuring tool.
a. The definition of an 'active' volunteer is quite broad and ranges from
someone who does one thing a year to someone who does very many.
b. The 'thing' that they do is not recorded anywhere and again is very
broad e.g. Trained Trainer, office admin support, press spokesperson,
delivering a lecture, event organiser etc etc.

Hence in our new planning we have changed to measuring the actual units of
activity and the type of unit. This way, through our CiviCRM database we
have been able to identify realistic targets as to what we want to achieve.
In 2014-15 this will be based on a best guess from the previous year but we
hope that we will create a good baseline upon which future targets can be
more SMARTLy based.



On 9 April 2014 15:09, Fæ fae...@gmail.com wrote:

 Is there a place where I can find the monthly trend for the number of
 leading (or active) volunteers? As a KPI agreed with the board of
 trustees, this is required to be reported at least quarterly, however
 for this measurement, it would make sense to report the trend in the
 monthly report so that trustees and members of the charity can judge
 if we are approaching the target agreed with the board and celebrate
 the progress being made.[3]

 Could someone explain why the operational target for 2014 appeared to
 be adjusted from 150 in the FDC bid to a more modest 140 in the
 recently published plan? I do not recall this being discussed with the
 community, I may have missed it.

 BACKGROUND

 Reporting the number of active volunteers was a positive commitment
 the chapter made in the last FDC bid[2] where it was stated that WMUK
 was going to increase active volunteers from a reported 101 to 150 (in
 2014). The specific phrasing was Increase the number of active
 volunteers to 150.

 In the Strategy Monitoring Plan for this year[3], it was reported to
 the board that in 2013 the number of leading volunteers was
 estimated at 107 and a new target for 2014 has been set at 140.

 Requests for reports on this number have been made for more than six
 months. An upgrade to the CRM database was a reason for delays in
 reporting this number in 2013.[1][4] From the monthly reports
 available (including the drafts for February, March and April 2014,
 this figure does not appear to be being publicly reported.[5]

 Based on recent responses to questions by some trustees, I would like
 to clarify that this is not a demand for employees of Wikimedia UK to
 work for me, neither is it intended to be an order, sarcasm, trolling,
 personal attack or personal criticism; it is an open question. Other
 volunteers and members are interested in seeing this key performance
 indicator for the charity as an outcome of the significant investment
 of donor's funds in growth and improvement of our valued
 volunteer-centric programmes and staffing, and will have an idea of
 where to find this number if it has been reported on-wiki, so indeed
 this may need no employee time to answer.

 Links
 1. Feb 2014 -
 https://wikimedia.org.uk/wiki/Engine_room/2014#Community_consultation_-_Financial_and_Expenses_procedures
 2.
 https://meta.wikimedia.org/wiki/FDC_portal/Proposals/2013-2014_round1/WMUK/Proposal_form#Programme_1
 3.
 https://wikimedia.org.uk/w/index.php?title=Strategy_monitoring_planoldid=55387
 4.
 https://wikimedia.org.uk/w/index.php?title=Volunteers/numbersoldid=55418
 5. https://wikimedia.org.uk/wiki/Reports

 Fae
 --
 fae...@gmail.com https://commons.wikimedia.org/wiki/User:Fae

 ___
 Wikimedia UK mailing list
 wikimediau...@wikimedia.org
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 WMUK: https://wikimedia.org.uk




-- 
*Jon Davies - Chief Executive Wikimedia UK*.  Mobile (0044) 7803 505 169
tweet @jonatreesdavies

Wikimedia UK is a Company Limited by Guarantee registered in England and
Wales, Registered No. 6741827. Registered Charity No.1144513. Registered
Office 4th Floor, Development House, 56-64 Leonard Street, London EC2A 4LT.
United Kingdom. Wikimedia UK is the UK chapter of a global Wikimedia
movement. The Wikimedia projects are run by the Wikimedia Foundation (who
operate Wikipedia, amongst other projects).
Telephone (0044) 207 065 0990.

Visit http://www.wikimedia.org.uk/ and @wikimediauk

Re: [Wikimediauk-l] Wikimedia UK leading volunteer numbers (G2a.1)

2014-04-10 Thread
Thanks for the prompt reply. Could you provide a link to where the
trend in these measurements is now reported, or provide a specific
date as to when you will be reporting them to the members and the
board?

ANALYSIS

This appears to mean that the Strategy monitoring plan[1] is
incorrect, as numbers of leading volunteers are not going to be
reported. Consequently the target agreed with the board for this year
of 140 is not meaningful and should be withdrawn.

Presumably the commitment in the FDC bid of reaching 150 active
volunteers has to be officially withdrawn as it has not been reported
on in 2014 and it there will be no future reports of this number by
the charity.

I note that the figure of 107 leading volunteers was the baseline for
2013. If this is the same figure being reported in April 2014, then
the charity is not growing according to the original performance
indicator.

I am concerned that the UK Board of Trustees has accepted that 'the
clock has been reset' on this Key Performance Indicator for the
charity. Unfortunately members and trustees will be unable to compare
performance on growth in volunteer numbers from 2013 to 2014 due to a
reworking of what the word volunteer means. As a pure mathematician
and an MBA graduate, I am having difficulty in getting any feel for
volunteer activity units as opposed to just providing a plain
English count of leading volunteers, or an equivalent credible
estimate of this number. I am happy that the trustees are able monitor
the performance of the charity using these more hypothetical concepts,
I look forward to reading the reports, reviewing the trend charts and
seeing a practical definition of what was counted to create the
reports. Hopefully the definition will be fixed and remain unchanged
for several years from this point in time, so we can compared
performance in one year to the next. It is a pity that no reports have
been published in 2014 so far.

I recall the workshop in 2012 when it around about 20 minutes for
trustees and employees to name all 87 active volunteers. It is a pity
that this simple to understand and highly credible measurement is
being dropped altogether rather than being reported once per quarter
or even once a year to support the FDC bid.

Links
1. 
https://wikimedia.org.uk/w/index.php?title=Strategy_monitoring_planoldid=55387

Fae

On 10 April 2014 12:57, Jon Davies jon.dav...@wikimedia.org.uk wrote:
 We have kept a log of active volunteers in the office for the last two years
 at least. This has allowed us to report a gradual increase to a point that
 we now can identify 107 people who participate in WMUK activiites.

 We have never claimed that it is more than a rough guide but it has done its
 job (and other chapters have complimented us on it) and been able to allay
 the anxieties that the chapter's volunteer base was shrinking .

 But it has real weaknesses. It is not accurate enough. We miss people who
 are active and forget to take off people who have, for instance, left the
 country.

 Apart from the issue of keeping it up to date and accurate it has two major
 weaknesses as a measuring tool.
 a. The definition of an 'active' volunteer is quite broad and ranges from
 someone who does one thing a year to someone who does very many.
 b. The 'thing' that they do is not recorded anywhere and again is very broad
 e.g. Trained Trainer, office admin support, press spokesperson, delivering a
 lecture, event organiser etc etc.

 Hence in our new planning we have changed to measuring the actual units of
 activity and the type of unit. This way, through our CiviCRM database we
 have been able to identify realistic targets as to what we want to achieve.
 In 2014-15 this will be based on a best guess from the previous year but we
 hope that we will create a good baseline upon which future targets can be
 more SMARTLy based.



 On 9 April 2014 15:09, Fæ fae...@gmail.com wrote:

 Is there a place where I can find the monthly trend for the number of
 leading (or active) volunteers? As a KPI agreed with the board of
 trustees, this is required to be reported at least quarterly, however
 for this measurement, it would make sense to report the trend in the
 monthly report so that trustees and members of the charity can judge
 if we are approaching the target agreed with the board and celebrate
 the progress being made.[3]

 Could someone explain why the operational target for 2014 appeared to
 be adjusted from 150 in the FDC bid to a more modest 140 in the
 recently published plan? I do not recall this being discussed with the
 community, I may have missed it.

 BACKGROUND

 Reporting the number of active volunteers was a positive commitment
 the chapter made in the last FDC bid[2] where it was stated that WMUK
 was going to increase active volunteers from a reported 101 to 150 (in
 2014). The specific phrasing was Increase the number of active
 volunteers to 150.

 In the Strategy Monitoring Plan for this year[3], it was reported to
 the 

Re: [Wikimediauk-l] Wikimedia UK leading volunteer numbers (G2a.1)

2014-04-10 Thread Andy Mabbett
On 10 April 2014 12:57, Jon Davies jon.dav...@wikimedia.org.uk wrote:
 Hence in our new planning we have changed to measuring the actual units of
 activity and the type of unit.

Other charities for which I volunteer (in one case as a trustee; where
it is done at my instigation) record volunteer hours. Among other
things, that's useful as a volunteer-hour can be ascribed an agreed
monetary value for match-funding.

-- 
Andy Mabbett
@pigsonthewing
http://pigsonthewing.org.uk

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[Wikimediauk-l] Wikimedia UK leading volunteer numbers (G2a.1)

2014-04-09 Thread
Is there a place where I can find the monthly trend for the number of
leading (or active) volunteers? As a KPI agreed with the board of
trustees, this is required to be reported at least quarterly, however
for this measurement, it would make sense to report the trend in the
monthly report so that trustees and members of the charity can judge
if we are approaching the target agreed with the board and celebrate
the progress being made.[3]

Could someone explain why the operational target for 2014 appeared to
be adjusted from 150 in the FDC bid to a more modest 140 in the
recently published plan? I do not recall this being discussed with the
community, I may have missed it.

BACKGROUND

Reporting the number of active volunteers was a positive commitment
the chapter made in the last FDC bid[2] where it was stated that WMUK
was going to increase active volunteers from a reported 101 to 150 (in
2014). The specific phrasing was Increase the number of active
volunteers to 150.

In the Strategy Monitoring Plan for this year[3], it was reported to
the board that in 2013 the number of leading volunteers was
estimated at 107 and a new target for 2014 has been set at 140.

Requests for reports on this number have been made for more than six
months. An upgrade to the CRM database was a reason for delays in
reporting this number in 2013.[1][4] From the monthly reports
available (including the drafts for February, March and April 2014,
this figure does not appear to be being publicly reported.[5]

Based on recent responses to questions by some trustees, I would like
to clarify that this is not a demand for employees of Wikimedia UK to
work for me, neither is it intended to be an order, sarcasm, trolling,
personal attack or personal criticism; it is an open question. Other
volunteers and members are interested in seeing this key performance
indicator for the charity as an outcome of the significant investment
of donor's funds in growth and improvement of our valued
volunteer-centric programmes and staffing, and will have an idea of
where to find this number if it has been reported on-wiki, so indeed
this may need no employee time to answer.

Links
1. Feb 2014 - 
https://wikimedia.org.uk/wiki/Engine_room/2014#Community_consultation_-_Financial_and_Expenses_procedures
2. 
https://meta.wikimedia.org/wiki/FDC_portal/Proposals/2013-2014_round1/WMUK/Proposal_form#Programme_1
3. 
https://wikimedia.org.uk/w/index.php?title=Strategy_monitoring_planoldid=55387
4. https://wikimedia.org.uk/w/index.php?title=Volunteers/numbersoldid=55418
5. https://wikimedia.org.uk/wiki/Reports

Fae
-- 
fae...@gmail.com https://commons.wikimedia.org/wiki/User:Fae

___
Wikimedia UK mailing list
wikimediau...@wikimedia.org
http://mail.wikimedia.org/mailman/listinfo/wikimediauk-l
WMUK: https://wikimedia.org.uk