Carlos,

My apologies for not responding right away, but for some reason I did not
receive this in my mailbox until this morning.

You are not responding to the point we raised. Please see my emails of 2/19
& 2/20.

The point is that there is a difference between what AffCom Wiki
communicates to affiliates & potential affiliates & what is reality.

Yes, at its retreat on November 22 - 23, 2013, the BoT instituted a
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.
<http://wikimediafoundation.org/wiki/Minutes/2013-11-24#Movement_roles>"
This was first published three months later, here
<http://wikimediafoundation.org/w/index.php?title=Minutes/2013-11-24&oldid=95803>
.

Yet a year after that, I could not find anything under the Affiliations
Committee portal <https://meta.wikimedia.org/wiki/Affiliations_Committee>
that reflected this requirement. Are you implying that potential affiliates
need to go to BoT minutes to find their requirements rather than to
AffCom's documentation? I think not, but AffCom failure to document the BoT
requirement for at least a year is a problem.

Even today, the Wikimedia user groups/Requirement
<https://meta.wikimedia.org/w/index.php?title=Wikimedia_user_groups/Requirements&oldid=10838200>
lists a requirement of "Two years of activities prior to applying" for
Chapters & Thematic organisations. As I stated in my 2/20 email, two years
of activities is a _very_ different thing than being recognized as a
Wikimedia user group for two years. The Portland, OR & Seattle, WA meetups,
components of CWUG, have been organizing activities for over three years,
as opposed to when AffCom resolved to recognize Cascadia Wikimedians as a
Wikimedia User Group last September.

Inadequate & outdated documentation will only lead to disappointment &
frustration for affiliates & potential affiliates who feel that they are be
tripped up by esoteric rules & deadlines known only to AffCom.

CWUG wants to show our due diligence by adhering to both requirements &
timelines, but we need to know what is required of us, when it is required,
& when we can expect responses. We ask for your help in this matter by
clearly documenting requirements, timelines, & deadlines. The failure to
clearly document the length of time required for a user group to become a
chapter or a thematic organization is not the only issue. Please review the
emails from both Pine & myself earlier in this thread. As Chair of the
Wikimedia Foundation Affiliations Committee, surely you can initiate some
change in this regard.

Yours,
Peaceray

On Sun, Mar 1, 2015 at 1:39 AM, Carlos M. Colina <[email protected]>
wrote:

>  Hello Pine,
>
> I think it is easy to understand that, even in the event that the AffCom
> recommends to the WMF Board the recognition of a certain group to become a
> chapter, the WMF Board has made it clear that it will not accept a group
> that has been recognized as a Wikimedia User Group for at least two years.
> I honestly do not see why it is so hard to understand that the AffCom
> guidelines have not changed and that simply, the WMF Board is the entity
> who has the final word on chapterhood status.
>
> Thank you,
> Carlos
>
> El 01/03/2015 a las 09:07 a.m., Pine W escribió:
>
> Hi all,
>
> I am hoping that we hear back from Affcom about Peaceray's point.
>
> I am planning to take Luis up on his suggestion to have a discussion on
> Meta, in which I will discuss the various delays and
> communications/documentaion issues that seem to plague our attempts to make
> ourselves impactful and get the approvals to enable us to make progress.
>
> My work on the budget this week has been delayed by the need to spend many
> hours dealing with car issues, plus my working a little overtime at paid
> work. Hopefully I will have a chance to work on the budget next week.
>
> Pine
> On Feb 20, 2015 10:22 AM, "Raymond Leonard" <
> [email protected]> wrote:
>
>>  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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>>>>>> [email protected]
>>>>>> https://lists.wikimedia.org/mailman/listinfo/wikimedia-cascadia
>>>>>>
>>>>>>
>>>>>
>>>>> _______________________________________________
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>>>>>
>>>>>
>>>>
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>>>
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>
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>
> --
> "*Jülüjain wane mmakat* ein kapülain tü alijunakalirua jee wayuukanairua
> junain ekerolaa alümüin supüshuwayale etijaanaka. Ayatashi waya junain."
> Carlos M. Colina
> Socio, A.C. Wikimedia Venezuela | RIF J-40129321-2 | www.wikimedia.org.ve
> <http://wikimedia.org.ve>
> Chair, Wikimedia Foundation Affiliations Committee
> Phone: +972-52-4869915
> Twitter: @maor_x
>
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