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☂Quarterly reconciliation Q2 2021
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Description

This task functions primarily as an umbrella for the individual subtasks
Quarterly reconciliation of WMSE activities.

For details relating to checklist items see this doc

Project managers:

All staff:

  • Update planned staff training
  • Update vacation planning
  • List Storys and Fail fests suitable for WMF reporting
  • Go through media reports about us, the Wikimedia community, financiers of our projects and partners

Organizational assistant:

  • Go through travel reports (T286030)
  • Check the donations

ED:

COO:

Event Timeline

Jopparn updated the task description. (Show Details)
  • Go through Flex time bank for all employees to highlight any issues needing handling.

@Jopparn pinged about the only detected issue. Would you mind ticking the box here when that is done?

  • Ensure publication of economic reports per schedule

June is missing but considering the holiday times it is expected to be delayed/combined with July.

  • Check key metrics and if these reflect efforts for the quarter
    • Membership numbers
    • Donations

Numbers have been updated but there is an open question in relation the donation statistics, sent in e-mail (@Jenny_Brandt_WMSE please link any task arising from that e-mail.)

  • Go through receipts and invoices
  • We are missing some invoices/requisitions related to Wikispeech and Tools For Partnerships (@Jopparn pinged about these)
  • We are missing a payment related to Wikidata for Authority Control and the Kalmar project and we have an outstanding (minor invoice) which we should send out a reminder for.
  • The known to be missing receipts all look manageable to me
  • Look into updating it to new requested format

Template updated as part of the resubmission of the 2020 statistics

  • Go through Flex time bank for all employees to highlight any issues needing handling.

@Jopparn pinged about the only detected issue. Would you mind ticking the box here when that is done?

  • Ensure publication of economic reports per schedule

June is missing but considering the holiday times it is expected to be delayed/combined with July.

  • Check key metrics and if these reflect efforts for the quarter
    • Membership numbers
    • Donations

Numbers have been updated but there is an open question in relation the donation statistics, sent in e-mail (@Jenny_Brandt_WMSE please link any task arising from that e-mail.)

Updated now.

  • Go through receipts and invoices

Reminders for all of the discovered ones have been sent out

  • Update the Opad instruction for distributing the second FDC-payments across projects as necessary (see payment 1 instructions)

A full update will not be done.
@Jopparn and @Jenny_Brandt_WMSE will do the minimal updates necessary to make the original distribution work (i.e. updates related to previously planned projects starting in Q3-Q4)

Lokal_Profil updated the task description. (Show Details)
  • Update 90-konto KPIs [COO]

This will be left to the next quarter

Jopparn updated the task description. (Show Details)
Jopparn updated the task description. (Show Details)