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Applied Science Survey Planning Strategy Brief
Open, In Progress, Needs TriagePublic

Description

This task tracks work to establish and implement a process to decide on Research team priorities and medium-term commitments for survey research.

We will establish a consultative process that will, by the end of Q4 FY 2025-2026 produce a Strategy Brief recommending:

  • Key survey measures to be collected by the Applied Science team, the frequency of data collection, and the methodology to be employed;
  • Capacity allocation between recurring survey projects, non-recurring survey projects, and methodologically-focused survey research projects

This work will proceed according to the timeline and project plan outlined here.

Details

Due Date
Jun 30 2026, 4:00 AM

Event Timeline

Drafting is underway under the current (described above) scope.

@YLiou_WMF can you share the link to where drafting is happening? I know I have to provide some input to you based on the last virtual meeting and slack conversation, but I'm not sure where to leave that feedback. I'm going to for now move this task to Backlog until we finalize the due data and scoping of the task and then we can bring it back here when it's ready for more work towards a scoped output.

Hi @leila if it's alright with you, I'd prefer to share a draft early next week (EOD Monday)? This work gotten bumped just a bit due to the NPOV research guidelines work.

Miriam changed the task status from Open to Stalled.Jul 15 2025, 4:13 PM
Miriam subscribed.

Marking this as stalled because we are looking at refocusing the scope for this project.

YLiou_WMF set Due Date to Dec 19 2025, 5:00 AM.Oct 31 2025, 8:06 PM
YLiou_WMF updated the task description. (Show Details)
YLiou_WMF renamed this task from Applied Science Survey Planning Decision Brief to Applied Science Survey Planning Strategy Brief.Dec 19 2025, 8:16 PM
YLiou_WMF changed the task status from Stalled to In Progress.
YLiou_WMF updated the task description. (Show Details)
Miriam changed Due Date from Dec 19 2025, 5:00 AM to Mar 31 2026, 4:00 AM.Feb 10 2026, 4:48 PM

Weekly update:

  • consultations continuing, consultative period extended slightly to account for ongoing APP work by stakeholders

Posted in another thread; @Miriam suggested cross-posting here!

I'd love to see an annual tempo for reader and contributor surveys,

  • with the ability to include one-off questions in each survey, which would benefit from frequent availability of a window to suggest something
  • where the different surveys run at roughly the same time of year to allow for cross-comparisons with minimal confounds related to time of year or external one-time shocks

Weekly update:

  • No update this week.
  • Likely that this work will be delayed into Q4 due to other current OKR priorities.
YLiou_WMF changed Due Date from Mar 31 2026, 4:00 AM to Jun 30 2026, 4:00 AM.Mar 20 2026, 7:36 PM
YLiou_WMF updated the task description. (Show Details)

Weekly update:

  • Draft underway. Aim to share for feedback by June 26.
This comment was removed by YLiou_WMF.

Weekly update:

  • Draft still underway, now expecting to share for feedback early next week (no later than June 30).

Weekly update:

  • Draft completed, shared with @Miriam and revised.
  • Plan to share with @leila for approval next week.

Weekly update:

  • draft shared with @leila, preliminary feedback expected by July 27

@YLiou_WMF thanks for putting this together and the couple of conversations we had and also for providing the info I needed. I did a pass over the todos and made some changes in suggestion mode. I also added the decision brief template on top of the executive summary page with roles and responsibilities. (I don't have a full picture for who you have gathered input from so please expand that section). I am now preparing my leave notes and will make sure Kate has all the info she needs form my perspective to be able to help with the decision once the doc is stable and Miriam agrees.
Thank you again for working on this. It's bringing a much needed clarity for what's ahead in terms of large-scale surveys.

Update:

  • Thank you to @leila for feedback! This work will resume w/o August 17.

Update:

  • Pared-down version of brief created as a decision brief and shared with @kzimmerman as decisionmaker
    • This version focuses solely on proposal to pivot readers surveys to Quarterly tracking surveys and request for support from DPE team to integrate Quicksurvey with Test Kitchen

Update:

  • @JVanderhoop-WMF added as approver on Quarterly Tracking Surveys decision brief
  • Draft proposal briefs covering quick-turn survey research and expanded off-platform survey capabilities shared for feedback with @Miriam

Update:

  • Meeting with stakeholders to discuss cadence and tracking survey requirements
  • Next steps are to develop a more detailed proposal for tracking surveys

Update:

  • Tracking survey proposal shared for initial feedback
  • Resourcing requirements to be discussed next week and revised proposal to be shared with stakeholders