Organizational Best Practices
Hoppa till navigering Hoppa till sök
Best practices for all organizations
- Fulfill the basic legal and regulatory obligations of their jurisdiction
- (e.g. reporting, auditing, board structure, etc.).
- Sign the necessary legal agreements (e.g. chapter, grant, trademark) to receive movement recognition or use movement resources like the trademarks.
- Fulfill all commitments made to our movement
- (e.g., grants, chapters, fundraising, or trademark agreements).
- Develop annual plans that include goals and planned program activities.
- Best practice includes developing a high-level budget, planned sources of revenue, and an assessment of risks.
- For more developed organizations, develop and publish a multi-year strategic plan with goals for the organization's development, with focus on vision impact.
- For more developed organizations, adopt core governance policies
Vi har börjat med att dokumentera våra riktlinjer, regler och policy
- including a code of conduct for Board and staff
- that requires at least disclosure of all potential conflicts of interest.
- Fulfill the basic transparency and disclosure commitments of their jurisdiction and governing documents.
- Publish activity reports frequently.
- Best practice is publishing reports at least once every 90 days (every 180 days minimum) and linking to reports from Reports.
- Publish annual plans.
- Best practice is publishing within 30 days of the beginning of the year and linking to this plan from Financial reports.
- Publish annual financial reports.
- Best practice is publishing within 120 days of the end of the fiscal year to and linking to reports from Financial reports.
- Publish minutes of Board meetings
ALla protkoll ligger på Mötesprotokoll
- and summaries of other organizational activities promptly.
Finns även på Verksamhetsberättelse
- Best practice is reporting no later than 30 days after the session.
- Publish information on any major donations at least annually.
- Regularly publish information on significant grants given,
- significant grants received,
- and performance against those grants.
- Publish information on any major partnership agreements at least annually.
- Movement organizations keep each other updated whenever appropriate on partnership discussions.
- Conduct regular reviews of impact.
- This may include self-assessment, peer review, and feedback from the relevant volunteer community (e.g. editors in the country of a geographic chapter).
- It may also include a review of annual plans for each organization and the performance against those annual plans.
- Best practice is completing the annual assessment cycle by May 30 each year, following calendar year reporting but prior to the October start of the annual fundraiser.
- While the primary goal of this assessment is to assist coaching and continuous improvement, best practices for such a process includes real consequences for continued failure to meet standards including the removal of recognition as part of the Wikimedia movement.
- Support other movement organizations as they build capabilities to achieve program work and fulfill our movement's principles of accountability and transparency.
- Best practices related to fundraising
- Any organization using our movement's name to fundraise should be scrupulous about ensuring that communications with potential donors accurately reflect the intended use of those funds.
- Organizations that participate as payment processors in the annual fundraising campaign may be required to follow additional practices such as preparing detailed documentation of funds handling procedures and controls,
- following standards around donor privacy and security of donor data,
- documenting funds transfer expectations and legal assessment,
- submitting to the equivalent of a full grant review, and submitting to an annual on-site audit.