hi Erlend,

there is a systematic schedule of site visits by WMF, but obviously it
cannot be done for each chapter every year. From my grantmaking experience
with several major foundations, I have to say that doing assessments basing
on desktop materials is typical. In fact, the professional standard, even
for foundations trying to keep close, friendly and intimate contact with
their organizations (like e.g. was within HESP Soros network, that I had a
chance to observe from within), relies on  rare site visits, (every couple
of years). I don't think that it would be a reasonable allocation of
resources to fly people to 20+ chapters every year - in fact, if we wanted
to do that, we'd have to have a separate person hired specifically for that
purpose.

The allocation of resources in our movement relies, to large extent, on
trust in the submitted material. In other words, we take what you write
about yourself for granted. Questions/comments serve further clarification
purposes.

best,

dariusz ("pundit")




On Fri, May 9, 2014 at 8:57 PM, Erlend Bjørtvedt <[email protected]>wrote:

> As seen from distance in Paris, it seems like the assessment prosess is a
> mix of well-reasoned, prepared, and coincidential. In our case, the
> assessment is based on clever desk-top metrics, but not on any real
> knowledge of the local programs or their actual implementation. Foundation
> would have to visit chapters before evaluating them, but that has not
> happened. It is unfortunate that smaller chapters be assed without anyone
> in the WMF ever having visited the chapter and assessed the program impact
> in its local setting.
> As it stands, fdc assessment of wmno is 100% desktop and theoretical. That
> should really change If grantmaking is to be professionalized.
>
> Erlend Bjørtvedt
> Wmno
>
> Den fredag 9. mai 2014 skrev Risker <[email protected]> følgende:
>
> > Thank you for your correction, Kasia - it now reads "In order to avoid a
> > potential bias assessing their own proposal, FDC have asked Wikimedia
> > Deutschland (WMDE) to do the staff assessment of the WMF's proposal." [1]
> >
> > If I may suggest, since the FDC didn't submit the proposal that was
> > assessed (the WMF did), that you can simplify this further by eliminating
> > the first clause, and simply saying "FDC have asked Wikimedia Deutschland
> > (WMDE) to do the staff assessment of the WMF's proposal."  The FDC can
> > explain further itself why it has asked WMDE to do the assessment, if it
> > desires.
> >
> > Risker/Anne
> >
> > [1]
> >
> >
> https://meta.wikimedia.org/w/index.php?title=Grants:APG/Proposals/2013-2014_round2/Wikimedia_Foundation/Proposal_assessment_by_Wikimedia_Deutschland_e.V.&diff=0&oldid=8460331
> >
> >
> > On 9 May 2014 11:07, Kasia Odrozek <[email protected]> wrote:
> >
> > > Hi Risker,
> > >
> > > It was indeed an unintentional mistake and thank you for pointing it
> > out. I
> > > have corrected it in the assessment.
> > >
> > > Best,
> > > Kasia
> > >
> > >
> > > 2014-05-09 17:00 GMT+02:00 Risker <[email protected]>:
> > >
> > > > Actually, Dariusz, if the FDC (which is not WMF/FDC staff) made the
> > > > request, then the sentence is incorrect.  As it is currently written,
> > > > it states that WMF/ FDC staff contacted WMDE directly made the
> request,
> > > and
> > > > implies that the FDC itself had no role in this decision.
> > > >
> > > > The WMF/FDC staff have made it very clear that they have not
> completed
> > > any
> > > > assessment report in relation to the WMF request. [1]
> > > >
> > > > The sentence in the WMDE assessment should be corrected.
> > > >
> > > > Risker/Anne
> > > >
> > > >
> > > >
> > > > [1]
> > > >
> > > >
> > >
> >
> https://meta.wikimedia.org/wiki/Grants:APG/Proposals/2013-2014_round2/Wikimedia_Foundation/Staff_proposal_assessment
> > > >
> > > >
> > > >
> > > >
> > > > On 9 May 2014 10:51, Dariusz Jemielniak <[email protected]> wrote:
> > > >
> > > > > hi,
> > > > >
> > > > > let me clarify - asking WMDE was an independent decision of the
> FDC,
> > > and
> > > > > not of the FDC staff. The FDC reached out to WMDE regarding this
> > > request,
> > > > > and the FDC staff has assisted us since then. The sentence is thus
> > > true,
> > > > > although may sound misleading.
> > > > >
> > > > > best,
> > > > >
> > > > > dj "pundit"
> > > > >
> > > > >
> > > > > On Fri, May 9, 2014 at 4:27 PM, Risker <[email protected]>
> wrote:
> > > > >
> > > > > > Thank you Winifred.  These appear to be very good, and I largely
> > > agree
> > > > > with
> > > > > > the assessment.
> > > > > >
> > > > > > I know that the WMF FDC staff did not review the WMF submission;
> it
> > > was
> > > > > > partially reviewed by WMDE.  In the first sentence of the
> > > introduction
> > > > to
> > > > > > their report they say "In order to avoid a potential bias
> assessing
> > > > their
> > > > > > own proposal, WMF/FDC staff have asked Wikimedia Deutschland
> (WMDE)
> > > to
> > > > do
> > > > > > the staff assessment of the WMF's proposal."[1] This is not
> > > consistent
> > > > > with
> > > > > > what the FDC chair and members told us in the thread on
> > Wikimedia-L.
> > > >  Did
> > > > > > the WMF/FDC staff request that WMDE do the assessment?
> > > > > >
> > > > > > Risker/Anne
> > > > > >
> > > > > > [1]
> > > > > >
> > > > > >
> > > > >
> > > >
> > >
> >
> https://meta.wikimedia.org/wiki/Grants:APG/Proposals/2013-2014_round2/Wikimedia_Foundation/Proposal_assessment_by_Wikimedia_Deutschland_e.V
> > > > > > .
> > > > > > _______________________________________________
> > > > > > Wikimedia-l mailing list, guidelines at:
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> > > > > > [email protected]
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> > > https://lists.wikimedia.org/mailman/listinfo/wikimedia-l,
> > > > > > <mailto:wikimedia-l-request@
>
>
>
> --
> *Erlend Bjørtvedt*
> Nestleder, Wikimedia Norge
> Vice chairman, Wikimedia Norway
> Mob: +47 - 9225 9227
>  http://no.wikimedia.org <http://no.wikimedia.org/wiki/About_us>
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-- 

__________________________
dr hab. Dariusz Jemielniak
profesor zarządzania
kierownik katedry Zarządzania Międzynarodowego
i centrum badawczego CROW
Akademia Leona Koźmińskiego
http://www.crow.alk.edu.pl

członek Akademii Młodych Uczonych Polskiej Akademii Nauk
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