Strategy/Wikimedia movement/2017/Process/Timeline

Revised dates

Cycle 1 (generate)	Sensemaking	Cycle 2 (debate)	Final sensemaking	Cycle 3 (Engage with New Voices content; drafting group drafts the strategic direction)	Share and finalize	Endorsement	Phase 2
March 14–April 18	April 18–May 5	May 11–June 12	June 12–June 30	July	August and September	October	Late 2017–2018

This page includes the proposed timeline for the strategy process. It will be updated as more information becomes available.

In early 2017, the movement-wide strategic discussions began. We'll continue to update this page as more information is confirmed.

July 2016	August 2016	September 2016	October 2016
Planning (action plans, resources, timelines): Plan for pre-November work Build stakeholders’ list		Planning (action plans, resources, timelines): Plan Board retreat Identify planned travel and community gatherings Define online consultations	Planning (action plans, resources, timelines): Confirm all timelines, stakeholders, resources, actions needed
Learning and listening: including strategy exploration (online, offline) Key venues: WikiConference India CEE conference in Armenia Notes from meeting Retreat with product teams		Learning and listening: Kickoff Staff - brown bags and insights group (5 audiences) Board interviews	Learning and listening: Draft summary of findings
		Foundation leadership team strategy retreat Agenda Notes	Wikimedia Foundation Board: Share key learnings and questions with Board
Audit of past strategy processes: 2010-2015 global strategy 2012 Narrowing Focus strategy 2015 Wikimedia Foundation Call to Action strategy 2016-18 Wikimedia Foundation strategy
Community engagement: Build preliminary strategy site on wiki (e.g., tentative timelines)		Community engagement: Updates on wiki (notes, timelines)
Financial and metrics: Evaluate revenue model Explore new metrics to better measure against vision/goals		Financial and metrics: Explore additional revenue models Finalize recommendation for metrics Gather estimates for process budget

November 2016	December 2016	January 2017
Board retreat: Dialogue on key questions Present strategy process for approval	Leadership team retreat: Prepare kickoff for staff and community
Planning: Contracts with external resources, as needed (start)

February 2017	March 2017	April 2017	May 2017	June 2017	July 2017	August 2017
Convene leadership: Utilize ongoing events	Wikimedia Conference in Berlin: March 31–April 2					Wikimania in Montréal: August 9–13
Community engagement: Run any preliminary consultations	Cycle 1: March 14–April 18		Cycle 2: May 11–June 12		Cycle 3: July