Just following up on this: when will the mid-year WMF financials be
published with Annual Plan alignment/divergance info? This info is relevant
for 2015-2016 planning, and to some extent, the strategy update.

Thanks. (:

Pine
On Oct 9, 2014 12:18 PM, "Pine W" <[email protected]> wrote:

> Thank you Lila.
>
> Pine
> On Oct 9, 2014 11:50 AM, "Lila Tretikov" <[email protected]> wrote:
>
>> We are planning to do a review of alignment/divergence with the plan mid
>> year. That would be the right time for this discussion as we will have a
>> good overview/gap analysis at that time.
>>
>> On Thu, Oct 9, 2014 at 11:37 AM, Pine W <[email protected]> wrote:
>>
>> > Thanks for the detailed comments, Erik.
>> >
>> > As someone who spent several volunteer hours reviewing the current
>> Annual
>> > Plan, I would appreciate getting an understanding of how the change of
>> > emphasis to quarterly reviews affects budgets, hiring plans, and
>> > fundraising goals. Is that something that you can address or should I
>> ask
>> > Garfield?
>> >
>> > Thanks,
>> > Pine
>> > On Oct 9, 2014 4:44 AM, "Erik Moeller" <[email protected]> wrote:
>> >
>> > > On Thu, Oct 9, 2014 at 10:26 AM, Pine W <[email protected]> wrote:
>> > >
>> > > > I'm sure a Board member, Lila, or Erik will correct me if I am
>> > mistaken,
>> > > > but my understanding is that there is internal agreement at Board
>> level
>> > > > that the Product side of the org needs some systemic changes, that
>> Lila
>> > > was
>> > > > chosen with the goal of making those changes, and that some changes
>> are
>> > > > already happening.
>> > >
>> > > There's agreement at all levels that we want to continue down the path
>> > > set by Sue back in 2012 [1] for WMF to truly understand itself as a
>> > > technology and grantmaking organization. That path led to where we are
>> > > today:
>> > >
>> > > 1) As part of the ED transition, Sue recommended (and the Board
>> > > accepted the recommendation) to seek an ED with a strong
>> > > technology/product background, and we hired Lila Tretikov as Sue's
>> > > successor who matches those requirements.
>> > >
>> > > 2) In November 2012, I recommended that we prepare for building out
>> > > new functions for UX and Analytics, and prepare for dedicated
>> > > leadership for Engineering and Product. Sue accepted this
>> > > recommendation. I hired Directors for UX and Analytics in 2013,
>> > > followed by Community Engagement in 2014, and finally we hired a VP
>> > > Engineering last week to complete the process.
>> > >
>> > > 3) To better account for the need to learn quickly and adjust course
>> > > as appropriate, we introduced quarterly reviews in December 2012 [3]
>> > > and increasingly reduced the specificity of Annual Plan level
>> > > commitments while increasing the focus on metrics and accountability
>> > > in the reviews.
>> > >
>> > > 4) On the technology and product front, many improvements to process
>> > > and support infrastructure have been implemented in the last couple of
>> > > years, including but not limited to:
>> > >
>> > > - Development of MediaWiki Vagrant as a standardized dev environment,
>> > > to reduce failure cases due to developer environment inconsistencies
>> > > - Improvements to continuous integration infrastructure for PHP unit
>> > > tests and QUnit JavaScript unit tests, and increased focus (but not
>> > > nearly enough yet) on automated tests, especially for newly developed
>> > > features
>> > > - Introduction and continued improvement of BetaLabs as a staging
>> > > environment for all commits, increased use of automated end-to-end
>> > > browser tests and QA testing by humans to catch bugs and regressions
>> > > prior to production rollouts
>> > > - Introduction and use of various tools for measuring the impact of
>> > > features, including EventLogging as a standard instrumentation
>> > > framework for measuring feature usage, dashboards for visualizing
>> > > usage, WikiMetrics for analyzing editor cohort behavior, Editor
>> > > Engagement Vital Signs for understanding system-wide user behavior,
>> > > analysis of pageview data using Hadoop (just rolled out), etc.
>> > > - Highly specialized automated testing frameworks for specific
>> > > projects, e.g. Parsoid round-trip testing and visual diffing (!) to
>> > > detect dirty diffs or output problems
>> > > - Introduction of design research as a discipline in the UX team
>> > > (through hiring of Abbey Ripstra as User Research Lead)  and
>> > > incorporation of user studies in a much more systematic way across
>> > > products
>> > > - Community liaisons dedicated to key products, responding to user
>> > > feedback and helping Product Managers understand more complex
>> > > community needs
>> > > - Continued shortening of release/deployment cycles; significant
>> > > improvements to deployment tooling, rewriting our legacy "scap" tools
>> > > to increase the ability to monitor and reason about deployments;
>> > > introduction of daily "SWAT" deploys to quickly release fixes, etc.
>> > > - Introduction of various infrastructure tools that help us better
>> > > analyze/profile issues, including logstash for log analysis, increased
>> > > use of graphite for performance metrics collection and various
>> > > front-ends for visualizing those metrics
>> > > - Shift towards loosely coupled services, addressing the difficulty of
>> > > maintaining and improving our highly monolithic codebase (examples
>> > > include Parsoid, Citoid, Mathoid, and the new Content API in
>> > > development)
>> > > - Introduction of Beta Features framework to stage features for early
>> > > adopters
>> > >
>> > > 5) The changes Lila has pushed for since we started include:
>> > >
>> > > - Greater focus on quarterly prioritization and a "rolling roadmap"
>> > > rather than a fiscal year view of the world
>> > > - Increased emphasis on understanding the needs of different user
>> > > personas at all cycles of software development, including through use
>> > > of qualitative and quantitative methods
>> > > - Reducing velocity of user-facing changes (esp. on desktop) to
>> > > increase focus on foundations (platform/process improvements) that
>> > > ultimately will enable us to move faster and more effectively
>> > > - Documenting product development methodology on-wiki and establishing
>> > > a clearer social contract (to reduce the reliance on RFCs/votes
>> > > regarding feature configurations)
>> > > - Surveying the needs of current users to more systematically balance
>> > > projects that serve future/new users vs. projects that serve the users
>> > > we have today
>> > > - Improved communication channels for community engagement to make it
>> > > easier to understand what major projects are currently in development
>> > > and how to provide feedback
>> > >
>> > > This already means, effectively, that the commitments in the Annual
>> > > Plan developed during Sue's time should be taken with a big block of
>> > > salt at this point in time -- we're slowing down the deployment (not
>> > > development) of big user-facing features like Flow and VE as much as
>> > > needed to ensure that we incorporate user feedback, data and
>> > > qualitative research into the product development process
>> > > appropriately and spend sufficient time on the technical foundations
>> > > for these projects.
>> > >
>> > > The quarterly prioritization alone has been, IMO, a huge improvement
>> > > that's already paying off. In the "Annual Plan" view of the world,
>> > > it's unlikely that we would have prioritized a project like HHVM the
>> > > way we did, because we were generally stuck on the priorities set for
>> > > the whole year. But it was very clear that this project would provide
>> > > huge benefits to our users, and I'm glad we were able to call it out
>> > > as _the_ top priority for Q1 and give the team the space to really
>> > > focus on getting it done (almost there now, starting to serve reader
>> > > traffic [4]).
>> > >
>> > > Our draft Q2 top priorities (not yet posted on-wiki, but discussed in
>> > > the metrics meeting last week) are consistent with the above, with the
>> > > main user-facing push being on mobile web/apps and editing
>> > > performance, while the other priorities are more
>> > > platform/process-related. Once again, we're continuing to work on VE /
>> > > Flow, but focusing more on fundamentals (performance, architecture,
>> > > testing, use case analysis, etc.) than accelerating deployments.
>> > >
>> > > My focus over the coming days is to flesh out the details for the Q2
>> > > priorities, and then shift to putting more effort in documenting and
>> > > refining product development methodologies and processes on-wiki.  On
>> > > the engineering side, there's plenty of process/infrastructure
>> > > improvement to do as well. From my point of view, continued
>> > > improvement to test coverage and CI/testing infrastructure, developer
>> > > tools, profiling/instrumentation, staged roll-out support and
>> > > strengthening of architectural leadership are the big pieces for
>> > > coming months, but I'll let Damon speak to his focus areas as he gets
>> > > the lay of the land.
>> > >
>> > > Erik
>> > >
>> > > [1] https://meta.wikimedia.org/wiki/User:Sue_Gardner/Narrowing_focus
>> > > [2]
>> > >
>> >
>> https://lists.wikimedia.org/pipermail/wikimedia-l/2012-November/122663.html
>> > > [3]
>> > >
>> >
>> https://lists.wikimedia.org/pipermail/wikimedia-l/2012-December/123088.html
>> > > [4] https://gerrit.wikimedia.org/r/#/c/165004/
>> > > --
>> > > Erik Möller
>> > > VP of Product & Strategy, Wikimedia Foundation
>> > >
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