Kirill & all,

This proves my point. The WMF Board stated that it seeks an approval
requirement that “All organizations wishing to be recognized as a chapter
or thematic organization must first be recognized as … a (not necessarily
incorporated) Wikimedia user group for at least two years” was made at a
retreat that occurred November 22 - 23, 2013. Yet fifteen months later,
where is this codified in the Requirements, Guidelines, & Creation guides
for Chapters, Thematic organisations, or User groups? The nearest that I
can find is at Wikimedia usergroups/Requirements
<https://meta.wikimedia.org/w/index.php?title=Wikimedia_user_groups/Requirements&oldid=10838200>,
where it states “Two years of activities prior to applying” as a
requirement for Chapters & Thematic organisations. Two years of activities
is a _very_ different thing than being recognized as a Wikimedia user group
for two years. The discrepancy makes it feel like the goal posts are being
moved on us.


The Affiliations Committee should rightfully expect transparency &
promptness from its present and future affiliates. We are asking that the
Affiliations Committee treat us with the same transparency & promptness.

Yours,
Peaceray

On Fri, Feb 20, 2015 at 1:53 AM, Kirill Lokshin <[email protected]>
wrote:

> Hi Peaceray,
>
> I just wanted to clarify one point regarding chapters and user groups.
> CWUG wasn't classified as a user group instead of as a chapter because it
> was more expedient, or because the Affiliations Committee is skittish about
> new chapters; rather, the mandatory classification of all new groups as
> user groups -- and a two-year period of activity *as a user group* before
> being able to apply for recognition as a chapter -- are requirements that
> have been set by the WMF Board of Trustees [1].
>
> Cheers,
> Kirill
>
> [1] http://wikimediafoundation.org/wiki/Minutes/2013-11-24#Movement_roles
>
> On Fri, Feb 20, 2015 at 2:38 AM, Raymond Leonard <
> [email protected]> wrote:
>
>> Pine & all,
>>
>> I am agreed that this has been rough & frustrating process, especially
>> considering that our goal is to become a chapter & that  we got the word
>> that initially becoming a user group should be more expedient. Consider
>> that beyond membership goals, there are an additional six requirements
>> (listed first) in common for user groups, chapters, & thematic
>> organizations, & an additional six for chapters & thematic organizations.
>> Here is how CWUG stack up on those requirements:
>>
>>
>>    - *Focus:* Geographic
>>    - *Mission aligned with Wikimedia Foundation:* Yes
>>    - *Compliance with naming guidelines and trademark policy:* Yes
>>    (signed agreement); consulted with legal team when designing CWUG logo
>>    - *Information about group published on a Wikimedia wiki:* Yes
>>    - *Plans for activities or efforts to advance Wikimedia projects:* Yes
>>    - *Allows new members:* Yes
>>    - *Two designated contacts for Wikimedia Foundation:* Yes
>>    - *Legally incorporated:* In progress
>>    - *Amendable bylaws approved by Affiliations Committee:* CWUG has
>>    bylaws
>>    - *Two years of activities prior to applying:* Starting October 2011,
>>    mostly monthly activities (36 meetups or events) in Seattle; Since January
>>    2012, Portland has had 30 meetups or events
>>    - *Requires approval by Wikimedia Foundation Board: *WMF
>>    responsibility
>>    - *Governing board elected by members, including new members:* Board
>>    formed, election at end of first year (11/2015, if I am correct)
>>    - *Activity and financial reports posted regularly on Meta-Wiki:*
>>    Mission statement, goals, plans, & budget posted, reports coming at
>>    appropriate intervals
>>
>> I do think that CWUG has done its due diligence thus far, given that we
>> have gone beyond the requirements of a user group & that we just recently
>> got the go ahead.
>>
>> Alex,
>>
>> I know that WMF has had some misgivings with the how chapters are
>> working. I can see at
>> https://meta.wikimedia.org/w/index.php?title=Reports&oldid=11312318 that
>> 31% of the chapters & thematic reports are overdue on their reports.
>> (Bluerasberry & Pharos, if you are reading this, please light a fire under
>> Wikimedia New York City, because their report was due at the end of
>> October.) I know that some are years behind or just plain defunct. There
>> have been reports of one chapter in turmoil, having completely voted out
>> its board. I can understand why the Affiliations Committee is skittish
>> about new chapters & is encouraging groups to initially start as a user
>> group.
>>
>> However, even though "Wikimedia user groups are intended to be simple and
>> flexible affiliates", it is feeling a bit broken & anything but simple. I
>> know that Pine has submitted applications & documentation in a timely
>> manner, but the projected time for approval that was supposed to be 2 to 4
>> weeks then stretched into months. The suddenness of the grantmaking
>> deadline was, well, unexpected. Had we gotten a more timely approval to
>> become a user group, we would have had more time to consult or have a
>> back-and-forth about the budget instead of feeling like we had to rush
>> headlong into it. And for a group that yearns to become a chapter, consider
>> how discouraging it is that the Step-by-step chapter creation guide
>> <https://meta.wikimedia.org/w/index.php?title=Step-by-step_chapter_creation_guide&oldid=8213725>
>> begins with "This page is outdated ..."
>>
>> So please forgive us that even with you approach us with a legitimate
>> concern that we need to grow our membership at first, it feels to us like
>> another roadblock. Frankly, we just want to get to the point where we can
>> just start moving ahead as a user group with events, partnerships, member
>> recruiting, and reporting so we can further Wikipedia & the other Wikimedia
>> projects. This is the fifth board that II have served on, & I know that
>> while accounting & documentation are important, the thing that really
>> perpetuates an organization is serving its purpose & its members. Please
>> help us to expedite this process so we can turn our attention to that.
>>
>> Yours,
>> Peaceray
>>
>> On Thu, Feb 19, 2015 at 7:58 PM, Pine W <[email protected]> wrote:
>>
>>> Hi Peaceray,
>>>
>>> I think that expanded membership and volunteer capacity is part of the
>>> picture, yes.
>>>
>>> One thing I think we should consider discussing with WMF at a fairly
>>> high level are the systematic problems we have been encountering with our
>>> group's formation and funding. We have had issues with Affcom delays, WMF
>>> Legal delays, Grantmaking springing a deadline on us related to the Inspire
>>> campaign, and now a need to reorient our annual plan based on expectations
>>> that do not appear to be documented on Meta (something that I confirmed
>>> with someone who is active in another chapter). I am starting to understand
>>> why chapters get so frustrated with WMF. My experience with WMF prior to
>>> this has never had such a series of speedbumps, and I would like to know if
>>> the Board would like me to address this series of issues that spans WMF
>>> departments with WMF's new Senior Director of Community Engagement, Luis
>>> Villa, who was recently promoted out of WMF's Legal department. Personally
>>> I am quite frustrated at the amount of volunteer time that is being
>>> expended in unproductive ways, and the systemic nature of the problems
>>> suggests to me that these issues need to be addressed by someone in WMF who
>>> is placed highly enough in the organization that they can streamline
>>> processes and address communication issues across departments. Please let
>>> me know if you would like me to set up a conversation with Luis.
>>>
>>> Pine
>>>
>>> Pine
>>>
>>> *This is an Encyclopedia* <https://www.wikipedia.org/>
>>>
>>>
>>>
>>>
>>>
>>>
>>> *One gateway to the wide garden of knowledge, where lies The deep rock
>>> of our past, in which we must delve The well of our future,The clear water
>>> we must leave untainted for those who come after us,The fertile earth, in
>>> which truth may grow in bright places, tended by many hands,And the broad
>>> fall of sunshine, warming our first steps toward knowing how much we do not
>>> know.*
>>>
>>> *—Catherine Munro*
>>>
>>> On Thu, Feb 19, 2015 at 4:32 PM, Raymond Leonard <
>>> [email protected]> wrote:
>>>
>>>> Hi everyone,
>>>>
>>>> I think that the "Comparison of requirements for affiliation models"
>>>> table in
>>>> https://meta.wikimedia.org/wiki/Wikimedia_user_groups/Requirements#eligibility
>>>> probably applies to the WMF's current perception of us.
>>>>
>>>> To the point of "our priority should be expanding the number and the
>>>> capacity of our volunteers," the rows at the head of the stable state that
>>>> the Minimum active Wikimedia editors & Suggested minimum members are 3 & 10
>>>> respectively for a Wikimedia user groups and 10 & 20 respectively for both
>>>> Chapters & Thematic organizations.
>>>>
>>>> My takeaway from that page is that the easiest way to build credibility
>>>> with WMF is to grow our recognized membership beyond the board & to
>>>> implement "plans for activities or efforts to advance Wikimedia projects."
>>>> We already have folks beyond the board who have worked to do this. I think
>>>> our first step should be to enable & recruit them to join CWUG as members,
>>>> & then to engage them.
>>>>
>>>> Yours,
>>>> Peaceray
>>>>
>>>> On Thu, Feb 19, 2015 at 3:24 PM, Pine W <[email protected]> wrote:
>>>>
>>>>> Hi Cascadians,
>>>>>
>>>>> I had a conversation about our draft annual plan with Alex this
>>>>> afternoon.
>>>>>
>>>>> Alex believes that at this point in our development, our priority
>>>>> should be expanding the number and the capacity of our volunteers, and 
>>>>> that
>>>>> we are too early in our development for the temporary / part-time paid
>>>>> positions that we proposed in our budget. This means that our goals to
>>>>> develop institutional partnerships and to do outreach work must be
>>>>> significantly reduced in proportion to the capacity of our volunteer
>>>>> network. We know that we have many opportunities for partnerships and
>>>>> public engagement in the Cascadia region, and hopefully we will still be
>>>>> able to pursue those partnerships and engagement opportunities at a low
>>>>> intensity level that our volunteers can support in a sustainable way.
>>>>> Again, Alex believes that our first goal should be to expand our volunteer
>>>>> network.
>>>>>
>>>>> We will need to reorient our plans and our budget to focus on
>>>>> development and support of our volunteer network. I will work on 
>>>>> redrafting
>>>>> the goals, calendar, plan and budget over the course of the next week, and
>>>>> have a conversation with Alex about the possible revisions next week. I
>>>>> have also asked Alex to create a learning pattern that describes the
>>>>> development path of organizations such as ours; I think that such a
>>>>> learning pattern would have been very helpful to us when we were first
>>>>> discussing our goals for this year. After the conversations with Alex have
>>>>> finished, I plan to re-engage with our Board to discuss the goals and
>>>>> funding that Alex and WMF feel that they are willing to support.
>>>>>
>>>>> I am cc'ing this email to Alex and hope that she will add any comments
>>>>> or clarifications that she has. It would probably be best to direct any
>>>>> questions or comments from Cascadians directly to Alex, preferably on this
>>>>> list so that others can benefit from the discussion.
>>>>>
>>>>> Thanks,
>>>>>
>>>>> Pine
>>>>>
>>>>> *This is an Encyclopedia* <https://www.wikipedia.org/>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> *One gateway to the wide garden of knowledge, where lies The deep rock
>>>>> of our past, in which we must delve The well of our future,The clear water
>>>>> we must leave untainted for those who come after us,The fertile earth, in
>>>>> which truth may grow in bright places, tended by many hands,And the broad
>>>>> fall of sunshine, warming our first steps toward knowing how much we do 
>>>>> not
>>>>> know.*
>>>>>
>>>>> *—Catherine Munro*
>>>>>
>>>>> _______________________________________________
>>>>> Wikimedia-Cascadia mailing list
>>>>> [email protected]
>>>>> https://lists.wikimedia.org/mailman/listinfo/wikimedia-cascadia
>>>>>
>>>>>
>>>>
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>>>>
>>>>
>>>
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>>>
>>>
>>
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