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Setting up South Africa
Incomplete daft slides for Wikimania
2014 presentation
Steps to getting setup
1. Basic group
2. Legally setup: get registered
– Ensure MOI is properly written
3. Tax registration
4. Apply for tax right off status
– Donors can now save money by donating money
to you
5. Ensure funds are properly distributed
Sources of Funding Organisation
(core funding for the lab)
Projects
Funding on a project by project basis
Government
Pros:
Reliable: line-items
Easy: it is what we know
Cons:
Political
No Freedom

- Good source of discretionary funding

Corporate
(CSI / marketing)
Pros:
Flexible: can define our own goals
Freedom: can do what we want
Cons:
Loss of trust with some partners
Corrupts our focus

- not a reliable source of funding for core
funding

- Margins
- Open to experimentation and failure
Donors
Pros:
Ready source of funding
Very structured & focused
Cons:
Needy
Time consuming: applying for grants
Inflexible

- Some more libertarian organisations (USA, UK)
might be interested but this might make things
political and corrupt our focus.

- Great source of funding if there is strong
mission alignment but otherwise inflexible.
- must clearly define project beforehand, not
good for experimentation.
- requires monitoring and evaluation:
complicated
Own sources
Pros:
Fully flexible
Self sufficiency
Cons:
High risk
Might corrupt our focus
 
Reasons for seeking alternative
sources
• Diversification of Risk
• Policy: Wikimedia Foundation encouragement
• Quicker
• Easier to obtain
• Can fund core staff
• BUT:
– Less reliable
– Must learn new systems & protocals
– Must ensure mission alignment
Funding background
• Two sources
– Open Society of South Africa
– Wikimedia Foundation
• Open Society invited us to apply for funding
– Process easier than Wikimedia Foundation
– Process is quicker (but still over a month for funds
to come through)
BELOW PAR: 1 BASELINE: 2 PROFICIENT: 3 BENCHMARK: 4
organised*
doesn't do what
he/she says going to;
chronically late or
visibly disorganised in
meetings
a safe pair of hands - constructs
logical workplan reflecting key
activities supporting desired
outcome, and deliver own
activities per spec
able to manage own
activities plus others (both
the Chapter and external)
to timeframes and quality,
proactively 'raises the
alarm' ahead of issues
coordinates across multiple projects
and teams, striking balance between
guidance, delegation and
empowerment as appropriate
results focused*
difficult to translate
ideas into 'who would
do what when where
& how'? - prefers
giving input rather
than taking ownership
delivery rather than debate -
primary goal is getting things
done, whether internal
'product' or external social
impact
relentless pursuit of action,
demonstrating skill at
getting things done even in
situations of adversity or
resistance
consistently able to engage
stakeholders and acceess financial
resources in support of program
activation
communication
*
verbal delivery follows
long winded path of
activity rather
expressing key
messages; writing is
inelegant or self
conscious
able to structure written and
verbal communication & deliver
this confidently
consistent ability to
structure clear documents;
tells the story in pyramid
structure; moderates style
and medium as needed
masterful ability to tailor and deliver
written and verbal communication in
pithy manner, balancing intellectual &
emotional engagement
resilience
easily flustered in the
face of adversity -
including visibly losing
composure or train of
thought
internally driven rather than
relying on external incentives or
cajoling; 'bounces back' after
setbacks
shows determination in
face of adversity, and has
developed personal habits /
practices to support this
maintains personal internal balance
even in face of ongoing conflict &
challenge, with well developed
personal practices to nourish this
adaptability
becomes dispirited
when workplans or
priorities change,
fleeing into the detail
rather than focussing
on the 'big picture'
able to change direction or step
away from project without
significant emotional
discomfort
anticipates the need to
change direction; regularly
pre-empts this and plans
accordingly
demonstrates rapid adjustment to new
realities & expectations, even where
personally & emotionally invested in
the status quo
Technical
proficiency
Only very basic computer
literacy knowledge. Such as
operating a spreadsheet or
MS word.
Has some experience with more
advanced programs such as Photoshop,
Inkscape, SPSS, Wiki-markup. Open to
learning new systems.
Fluency in Wiki-markup, html, CSS.
Some knowledge of programing.
Awesome programmer/developer. Builds apps and
computer games in their spare time.
Wikimania 2014 presentation   setting up south africa v1

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Wikimania 2014 presentation setting up south africa v1

  • 1. Setting up South Africa Incomplete daft slides for Wikimania 2014 presentation
  • 2. Steps to getting setup 1. Basic group 2. Legally setup: get registered – Ensure MOI is properly written 3. Tax registration 4. Apply for tax right off status – Donors can now save money by donating money to you 5. Ensure funds are properly distributed
  • 3. Sources of Funding Organisation (core funding for the lab) Projects Funding on a project by project basis Government Pros: Reliable: line-items Easy: it is what we know Cons: Political No Freedom  - Good source of discretionary funding  Corporate (CSI / marketing) Pros: Flexible: can define our own goals Freedom: can do what we want Cons: Loss of trust with some partners Corrupts our focus  - not a reliable source of funding for core funding  - Margins - Open to experimentation and failure Donors Pros: Ready source of funding Very structured & focused Cons: Needy Time consuming: applying for grants Inflexible  - Some more libertarian organisations (USA, UK) might be interested but this might make things political and corrupt our focus.  - Great source of funding if there is strong mission alignment but otherwise inflexible. - must clearly define project beforehand, not good for experimentation. - requires monitoring and evaluation: complicated Own sources Pros: Fully flexible Self sufficiency Cons: High risk Might corrupt our focus  
  • 4. Reasons for seeking alternative sources • Diversification of Risk • Policy: Wikimedia Foundation encouragement • Quicker • Easier to obtain • Can fund core staff • BUT: – Less reliable – Must learn new systems & protocals – Must ensure mission alignment
  • 5. Funding background • Two sources – Open Society of South Africa – Wikimedia Foundation • Open Society invited us to apply for funding – Process easier than Wikimedia Foundation – Process is quicker (but still over a month for funds to come through)
  • 6. BELOW PAR: 1 BASELINE: 2 PROFICIENT: 3 BENCHMARK: 4 organised* doesn't do what he/she says going to; chronically late or visibly disorganised in meetings a safe pair of hands - constructs logical workplan reflecting key activities supporting desired outcome, and deliver own activities per spec able to manage own activities plus others (both the Chapter and external) to timeframes and quality, proactively 'raises the alarm' ahead of issues coordinates across multiple projects and teams, striking balance between guidance, delegation and empowerment as appropriate results focused* difficult to translate ideas into 'who would do what when where & how'? - prefers giving input rather than taking ownership delivery rather than debate - primary goal is getting things done, whether internal 'product' or external social impact relentless pursuit of action, demonstrating skill at getting things done even in situations of adversity or resistance consistently able to engage stakeholders and acceess financial resources in support of program activation communication * verbal delivery follows long winded path of activity rather expressing key messages; writing is inelegant or self conscious able to structure written and verbal communication & deliver this confidently consistent ability to structure clear documents; tells the story in pyramid structure; moderates style and medium as needed masterful ability to tailor and deliver written and verbal communication in pithy manner, balancing intellectual & emotional engagement resilience easily flustered in the face of adversity - including visibly losing composure or train of thought internally driven rather than relying on external incentives or cajoling; 'bounces back' after setbacks shows determination in face of adversity, and has developed personal habits / practices to support this maintains personal internal balance even in face of ongoing conflict & challenge, with well developed personal practices to nourish this adaptability becomes dispirited when workplans or priorities change, fleeing into the detail rather than focussing on the 'big picture' able to change direction or step away from project without significant emotional discomfort anticipates the need to change direction; regularly pre-empts this and plans accordingly demonstrates rapid adjustment to new realities & expectations, even where personally & emotionally invested in the status quo Technical proficiency Only very basic computer literacy knowledge. Such as operating a spreadsheet or MS word. Has some experience with more advanced programs such as Photoshop, Inkscape, SPSS, Wiki-markup. Open to learning new systems. Fluency in Wiki-markup, html, CSS. Some knowledge of programing. Awesome programmer/developer. Builds apps and computer games in their spare time.