Wikimedia FoundationBoard of Trustees meeting

June 2018

● Operations update● Annual Plan● Endowment ● FDC recommendations● Trustee recruiting ● Executive session

Agenda

3

Operations update

Financial overviewFY17-18 Jul - Apr

4

Principal variancesSpending Highlights

YTDBudget

YTDActual

$60.5M

● Increased grant awards and awarded Simple APG grants earlier than budgeted.

+$0.2M

● Donation processing fees increased in proportion to online fundraising revenue

+$1.1M

● Legal fees and consulting expense (action opposing government blocking of site)

+$0.2M

● Filled positions increased YTD by 24 to 281. Variance increased due to recent departures.

-$1.5M

● Revised travel and contract services timing and utilization. Slight decrease in variance due to timely execution.

-$1.4M

5

$57.6M -5%

FY17-18 EOY projection

6

We will continue to reduce variance to a projected -1% to 0% by focusing investments in programmatic activities for the remaining of FY17-18.

● Endowment transfer● Wikidata certification● Extending multi-year grants● Execute partnership

agreements

AnnualBudget

Annual Projection

$78.8M

$78.1 - $78.8M -1% to 0%

In order to reduce the fiscal year budget variance to the projected -1% to 0%, the Foundation will be approximately 15% over the Q4 budget.

Metrics update

7

Schedules

● May: search removed● June 12: new reading/contributor metrics● July: First attempt at diversity metrics● August : First program integration

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Movement level metricsStrategic Goal Area Measurement

Reach Consumers Unique Devices

Pageviews, previews

New Content Contributors Number of articles, media files, data elements

Number of content edits, uploads, data edits

Active Editors (all projects)

Editor Retention (2 month)

Diversity Both Geography, Platform, Language, Project ONGOING

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ReachUser flows including Community Tech, Apps, Desktop & Mobile Web content

Proposed board metrics for June 12

https://www.mediawiki.org/wiki/Wikimedia_Audiences

New ContentCollaborative, inclusive tools and user flows for creating and editing

Source and further details: https://www.mediawiki.org/wiki/Wikimedia Audiences#Contributors

MoM YoYContent M % %—Articles, M % %—Media files M % %—WD Entities M % %—WD Claims M % %Active Editors K % %—New (First-month) K % %—Second-month K % %—Existing K % %New Editor Retention % % %Total edits—Non-bot Edits M % %—Mobile Edits K % %—Data Edits K—Uploads

MoM YoYInteractions 0 B % %

—Pageviews 0 B % %

—Desktop 0 B % %

—Mobile Web 0 B % %

—Desktop Previews 0 B % %

Unique Devices (all WP) 0 B % %

Sources and further details, also on mobile apps usage: https://www.mediawiki.org/wiki/Wikimedia Audience#Readers

Pageviews normalized to 30 days/month

ReadersUser flows including Community Tech, Apps, Desktop & Mobile Web content

Key Audiences Metrics: May 2018

https://www.mediawiki.org/wiki/Wikimedia_Audiences

ContributorsCollaborative, inclusive tools and user flows for creating and editing

Source and further details: https://www.mediawiki.org/wiki/Wikimedia Audiences#Contributors

Sources and further details, also on mobile apps usage: https://www.mediawiki.org/wiki/Wikimedia Audience#Readers

Pageviews normalized to 30 days/month

MoM YoYContent Items 188 M 1.4% 26.7%—Wikipedia Articles 47.9 M 0.4% 7.7%—Media Files 50.3 M 2.0% 28.3%—Wikidata Entities 49.0 M 2.4% 80.5%Active Editors 85.4 K 2.1% –0.9%—New (First-month) 17.8 K 10.8% –9.1%—Second-month 4.07 K –14.2% –8.4%

—Existing 63.6 K 1.1% 2.4%New Editor Retention 6.4% –4.3% 6.7%Total edits 39.1 M 13.1% –6.6%—Mobile Edits 1.17 M 5.3% 36.5%—Data Edits 12.9 M –28.6% 47.1%

—Uploads 634 K –21.6% 1.7%

—Non-bot Edits 22.2 M 7.1% 17.8%

MoM YoYInteractions 17.5 B N/A N/A

—Pageviews 15.6 B +1% +0%

—Desktop 7.0 B -0% -10%

—Mobile Web 8.3 B +2% +11%

—Desktop Previews 2.0 B N/A N/A

Unique Devices (all WP) 1.56 B +3% +7%

Content growth across our projects continues, with Wikidata experiencing the highest growth rate. The content metrics will be changed from totals to per-month items added in the next update, for better insight into changes in the pace of growth.

New editors continues to decline, with existing active editors and new editor retention continuing to experience gradual improvements.

The 18% year-over-year growth in non-bot edits is primarily due to growth in non-bot data edits. In the next update, non-bot edits will exclude mobile, data, and upload edits so as not to provide overlapping insight.

In our readership data, the change toward a positive year-over-year trend in pageviews continued this month: The May 2018 number surpassed May 2017 slightly (by 0.4% to be more exact).

In April, we completed the rollout of the page previews feature to the desktop version of all Wikipedias. Starting this month, we are including the number of pages previewed (on desktop, so far) alongside the number of pages viewed in this report. The sum of both numbers is reported as “page interactions” for now.

Diversity Metrics

● Geography, Platform, Language, Project are available but presentation/usefulness require additional thoughts

● Content and Contributor diversity require additional development

12

Program Metrics

● These are do-able but need to set expectations about how quickly impact will be seen

● Many programs begin in next fiscal so may not show impact immediately

13

Follow up from Berlin meeting

14

Questions from last meeting

● Numbers for pageviews per visit, on both desktop and mobile

● Reasons for the significant increase (~25%) in edits● Pageview numbers following Nigeria awareness

campaign● Roadmap for data project

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16

Pageviews/DeviceMonthly unique

devices (desktop + mobile web)

Pageviews/device mobile

Pageviews/device desktop

English Wikipedia 804 million 8 14

Spanish Wikipedia 153 million 6 8

German Wikipedia 104 million 8 11

Russian Wikipedia 95 million 7 14

Japanese Wikipedia 91 million 9 15

Averages for January-March 2018(Top 5 projects by overall unique devices)

On mobile web, our readers consume less content per device. This is a major challenge for us and is driving our focus on mobile contribution this fiscal.

17

Edit Spike● Edits are a very spiky

metric, primarily due to “bot-like” edits from Wikidata and other projects.

● Breaking out the edits by content type will help reduce the sensitivity to false positives

March spike due to Wikidata

18

Nigeria Update● Despite success in reach,

the campaign did not result in sustained increase in readership to Wikipedia.

● We are investigating more specific calls to action in subsequent campaigns (India, Mexico) to drive readership.

Page views by week from Nigeria (2017/05/01 - 2018-05/01)

Campaign started on Sept 20th, 2017Temporary drop caused by a bug that affected Opera views

Better use of data program roadmap (description)Outcome Outputs FY Q4 2017-18 FY Q1 2018-19 FY Q2 2018-19 FY Q3 2018-19 FY Q4 2018-19

Operations Hiring, planning and reporting

> Recruit product analyst manager> Data review> Initial roadmap

> Hire product analyst manager> Report status > Adjust roadmap

> Report status > Adjust roadmap

> Report status > Adjust roadmap

> Report status > Adjust roadmap

Assess and communicate needs

Data consumer gap analysis Report prepared

Reporting technology evaluation Evaluation complete

Define responsibilities

Measurement expectations

AP metrics ownership review

Data usage training for PMs

Data stewardshipMetrics definition, governance and privacy review

Metrics definition, governance and privacy review

Shared dataset review and improvement

Data collection

Instrumentation EventLogging DACI Stakeholder consultation and implementation plan Implementation Deployment and

iteration/bugfix

Controlled experiments Stakeholder consultation and implementation plan Implementation Deployment and

iteration/bugfix

Data reporting

Report stewardship Document and review existing reports Organize existing reports Implement reports in

portal

Implement reports in portal

Reporting technology Plan and build portal Deploy portal

Talent & Cultureoverview

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Diversity & InclusionOur organizational approach to diversity and inclusion has been to focus on inclusion first.

● Inclusion training for all levels, to create foundation for ongoing conversations● Created hiring manager toolkit for consistent and transparent recruiting● Completed training for hiring managers on best practices, diversity & values● Continued partnerships with groups including Catalyst Conference, ScriptEd,

Techtonica, Women of Silicon Valley, and 40+ diversity posting sites for women, people of color, LGBTQIA+, and more

● Coming up for next FY: roll out of quarterly hiring dashboards, quarterly inclusion goals, deep dive into processes and diversity data

D&I hiring trends

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25.9% 33.3% 42.2% 40.7% 55.6% 57.8%

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Development & Leadership

● Completed four-part development conversation training for managers, to support their ability to grow and develop their teams. (Development and career planning is a high impact item from the engagement survey.)

● Completed leadership framework for executive & director levels. FQ1 expands framework to managers.

● Running sixth cohort of Wikilead○ Participants across all functions report usefulness of applying what they have

learned in module one to their day to day work ○ Leadership has seen impact in cross departmental programs and in promotion

readiness○ Running special Wikilead for executives June 13/14/15

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Annual Plan

Material change to budget: $+0.8M Total budget: $92.9M

● Programmatic○ Community Resources: + $100k for grants to emerging communities○ Wikimedia Brand: + $250k for research, positioning, messaging○ Privacy and Security: + $250k for Director of Privacy; Trust and Safety position○ Movement Strategy: + $200k for working groups

● Budgetary Refinements○ Updated personnel hiring plan and reflected interdepartmental transfers○ Increased travel scholarships for Cape Town Wikimania○ Aligned the timing of FY 17-18 & FY 18-19 Wikidata payments to reflect MOU

revisions

Annual Plan changes

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● Code Health● Build Tech Community*● Legal Fellows*

Evolve systems and structures26

● CDP: Community Health● Better use of data

● SEO

● Resourcing Communities

● Address Infrastructure Gaps● CDP: Platform Evolution● Reliability Performance, and Maint. ● Wikidata● CDP: Privacy, Security and Data Mgmt● Bus Ops Improvement● CE Strategy● Development & Leadership● Deployment Pipeline

● Address Knowledge Gaps● Search Platform

● Partnerships for Global Reach● Wikimedia Brand and Identity● Content and Branding

● Knowledge Integrity● Movement organizer● CE Services Infrastructure● Community Wishlist● Smart Tools for Better Data● Developer Productivity

● Onboarding new Devs● Community Collab in Product Dev● Smart Tools for better data

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New content and contributors Increase reach

Yea

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● Public Policy/ Strategic Initiatives● Scoring Platform

● CDP: New Readers● Every human● Communications 2024

Programs with material changes

27FY16-17 FY17-18 FY18-19

$65.3M*

$91.2M

$76.8M

$93.1M

*Normalized to conform to FY17-18

● 21.4% in FY18-19 revenue target for budget breakeven

● This differs from total revenue opportunity, which may be greater

● Includes $1M in interest income

$100M

Revenue targets

First draft on meta Final draft Change ($)

$ in millions % $ in millions % $ in millions %

Evolve systems and structure $24.0 26% $24.2 26% $0.2 1%

Grow new content and contributors $18.6 20% $18.6 20% $0.0 0%

Increase reach and audiences $4.7 5% $4.4 5% -$0.3 -6%

Other: Program* $26.3 29% $27.0 29% $0.7 3%

Other: Non-program* $18.5 20% $18.7 20% $0.2 1%

Total $92.1 100% $92.9 100% $0.8 1%

28*Other: Program - includes currently resourced programs not included within the 3 goals. *Other: Non-program - includes budgeted non-program expense not captured within Evolve Systems and Structures.

By priority / program

Program Investment

77%

12%

11%

FY18-19 Final Budget Draft: $92.9M

+$.6M

+$0.15M

+$0.05M

29

77%

12%

11%

FY18-19 March Budget Draft: $92.1M

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Hiring Progress

31

Endowment

32

FDC recommendations

Applicant Amount requested

Amount recommended

USD (approx) % of request recommended

Change in allocation from previous year

Centre for Internet and Society INR 14,888,963 INR 14,888,963 USD 223,334 100% +24.07 %

Wikimedia Armenia AMD 133,727,000 AMD 133,727,000 USD 267,454 100% -11.56 %

Wikimedia France EUR 450,000 EUR 450,000 USD 549,000 100% -31,19 %

Wikimedia Indonesia IDR 3,248,350,000 IDR 3,248,350,000 USD 227,385 100% First time applicant to FDC-APG+117.19% from simple APG

Wikimedia Norge NOK 1,970,000 NOK 1,970,000 USD 250,190 100% +6,49 %

TOTAL recommended ~ USD 1,517,363

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Summary

34

Trustee recruiting

35

Executive session

36

Annual Plan appendix

To increase the diversity of participation in movement events, and better integrate emerging communities into broader ecosystem, we are increasing travel grants to emerging communities:

○ $50k increase to Wikimania scholarships

○ $50k increase to scholarships for Conference grants

Sufficient funds are available for increases to emerging community affiliates in the APG budget without modification to the Annual Plan

37

Emerging communities

1. Clarify and expand Wikimedia brand architecture to help us reach

the objectives outlined in our global strategic direction.

2. Develop messaging to grow public perception and revenue so we

can achieve our vision in its true and global sense.

Project objectives

Link to project brief

38

Brand and identity

Phase 1Discovery & Research Research & facilitation

Phase 2Positioning & Architecture

Phase 3Messaging & Activation

Current draft of costs

FY 17-18

FY 18-19

39

~$250,000

~$210,000

Brand and identity

$ in millions First draft on meta Final draft Change

Advancement $14.8 16% $14.7 16% -$0.1

Audiences $17.5 19% $17 18% -$0.5

Community Engagement $15.2 17% $15.3 16% $0.1

Communications $2.6 3% $2.9 3% $0.3

Finance & Administration $7.7 8% $7.7 8% $0

Office of the ED $2.2 2% $2.4 3% $0.2

Legal $4.7 5% $4.8 5% $0.1

Talent and Culture $3.2 4% $3.4 4% $0.2

Technology* $21.4 23% $22.0 24% $0.6

Centralized travel budgets $1.3 1% $1.3 1% $0

Opportunity Fund $1.5 2% $1.5 2% $0

TOTAL $92.1 100% $92.9 100% $0.8

By department

*3 positions were internally transferred to Technology40

Income statement

41

[1] Data Center capital expenses are budgeted according to GAAP[2] Other expenses include: Facilities, Wikidata, Insurance, FF&E, All Hands, Recruiting, Property Taxes, etc.[3] In FY18-19 we are planning for continued growth and planning to create a 3-5 year Plan to achieve Wikimedia 2030. We know that we will need to respond with agility throughout the year as we grow and develop our plan. To do so, we are setting aside an unallocated “Opportunity Fund”. This fund will allow us to fund projects when they are ready, take advantage of opportunities as they arise, pool uncertainty, and tweak our growth trajectory throughout the year.

Hiring progress

● 1 Of the Net of 12 vacancies from FY17-18 Q4, 5 positions are in the final stages of hiring● The net impact to Q1 hiring is an increase in target new hires from 15 to 18. ● The net increase in Q2 hiring of 10 is principally to replace recent Q4 departures.

FY17-18 FY18-19 FY18-19

Original Q4 Revised Q1 Q2 Q3 Q4Revised

TotalNew hires starting each qtr 14 23 23 11 4 61

Conversions 12 12

Staffing increase 14 35 23 11 4 73

Revised Recruiting Plan

Hired (some not yet started) +9

Number of Departures -7

Net staffing increase 2

Less than plan 121

Actual hiring progress

42