Hackathons/Proposing a hackathon

Proposing a hackathon
In theory, the Wikimedia Hackathon model can be replicated and adapted to different regions. Hackathons are welcome especially in Wikimedia and developer hubs like India, North America, Latin America, Greater China, Russia...

Wikimedia chapters are encouraged to play a key role organizing events in their territories, but the invitation is extended to all Wikimedia formal and informal groups. A team of three people playing well their cards can organize a successful hackathon.

Wikimedia organizations are strongly encouraged to support hackathons organized by others, sponsoring travel for technical contributors active in their communities.

If you are interested in funding and support for a smaller scale hackathon (15-40 people) that is also a possibility starting in July 2015. Please follow the same proposal steps and guidelines.

If you are interested in organizing a hackathon but have private questions or concerns please email rfarrand@wikimedia.org.

First Step: Create a Phabricator Task and associate it with the Engineering-Community project:
If you want to organize a Wikimedia hackathon, please share your intentions as soon as possible.

Organizing team:

 * Who is who, identifying a coordinator and roles?
 * Examples of Roles for big hackathon (some of these rolls can be held by the same person, but usually a team of at least three local people and two WMF is ideal):
 * Project lead from hosting chapter/organization
 * Project lead from WMF
 * Logistics (venue/accommodation)
 * Finances
 * Scholarships (Co-owned by WMF and local group)
 * Visa support
 * Travel support
 * Communications
 * Outreach/fundraising/engage local communities
 * What is your past experience organizing events?

Number of participants expected

 * Does your venue have a limit? Do you have a target?
 * Generally 200-400 attendees for large hackathons, any number is OK for smaller hackathons.

Possible venue(s)

 * The venue should have a main room large enough to hold all attendees for intro/wrap up. It should have a large working space for hacking (another large room, lounge area of a hostel, etc). It will need to have multiple break out rooms for sessions, talks and focused hacking. It will need to have fast and reliable wifi (this is very important). Ideally it will have lodging for participants onsite or very close to the event venue.
 * Close proximity to an international airport with an easy transfer.
 * Venue open 24 hours a day during the hackathon

Proposed dates

 * The yearly Wikimedia hackathon is three days long: Friday through Sunday or Saturday through Monday.
 * The yearly Wikimedia hackathon is generally held in the spring (March, April or May). If you are considering a date in May, make sure that it is not too close to that year's Wikimania which also has a hackathon with many of the same participants.
 * Smaller hackathons can be longer, shorter, midweek or over the weekend.

Travel, accommodation, catering

 * The hosting team will need to support visa requests by providing a letter of invitation and sometimes proof of accommodation and/or booked flight ticket to people who need to apply for visas. People applying for visas should have all needed documentation at least two months before the event.
 * The hosting team will need to develop a system for booking flights and/or providing reimbursements to people who have received scholarships.
 * Consider transportation between the venue, accommodation, local attractions and any social events.
 * Whenever possible public transportation cards should be provided to people by email before they arrive in the city.
 * Long commutes or needing to move locations often can be disruptive to the event.
 * Catering should have vegetarian, vegan, kosher and gluten free options.


 * Accommodation should have options for single rooms, shared rooms (2 beds, 4 beds), couples room and ideally family rooms.
 * Participants who are paying for their own accommodation must have a way to pay the local chapter directly.

Social Events

 * Social events are important! They give hackathon participants a chance to meet each other informally even if they are not hacking on the same project. They are fun, enable the forming or friendships and can keep people engaged in the events and movement.
 * Ideas for social events: Local site seeing, events where people can mingle, talk to each other and have fun.
 * Past social events have included: Dance parties, boat tours, walking sight seeing tours, BBQs. Social events where you also get to see and learn something about the history of the city is generally appreciated. Often that will be the only opportunity for some of the event participants to do any sight seeing.
 * Highlighted creative example: The Zurich Hackathon in 2014 provided all participants with a pass for free public transportation around the city. One of the social events was a boat tour of the lake. Its cost was included in the pubic transportation ticket so there was no extra cost to the event. It was a creative and fun way to save money.
 * Often providing food, drinks and music is enough for a fun evening event.

Working with other groups

 * Ideally you will work closely with past hackathon organizers to learn from their mistakes and successes
 * Many chapters often work together and pool money with each other and WMF for scholarships
 * Think about local open source and tech communities and schools that you can engage and invite to the hackathon

Safety
Share your plan at wikitech-l, wikimedia-l, and other relevant venues, asking people to leave feedback in the wiki page.
 * Make sure to have a safety plan for the event. What will you do in the case of a medical emergency? Fire? Etc?
 * Every participant should virtually agree to the Wikimedia Friendly Space Policy.
 * Consider the personal safety and comfort of all participants (e.g., welcoming environment/culture for LGBT community members)

Feel free to run your plan by rfarrand@wikimedia.org if you would like some feedback before you publicize your intentions.

Typical Schedule
Day 0: Event organizers arrive and set up. Participants begin arriving in evening. Low key social event or organized group outings. Pre-registration and name badges

Day 1: Registration, All-hands/welcome/intro, Sessions start, hacking, mixer/social event, hack through the night option

Day 2: Sessions and hacking continue, hack through the night option, social event

Day 3: Sessions and hacking continue, wrap up, closing social event or dinner, some participants leave but most stay the night.

Day 4: Everyone heads home

Hackathon Support
There is plenty of support available once you have agreed to hold a hackathon. After you apply to host a hackathon, but before you are approved for funding you will be responsible for submitting a budget proposal which will be reviewed and approved or modified by the Engineering Community Team. We can help with the proposal, and past budget proposals are public.

Each hackathon and organizing team will be a bit different. The Engineering Events Coordinator from WMF and the organizing team generally meet every two weeks by hangout or Skype up until a month or two before the hackathon at which point it usually makes sense to meet for weekly meeting, or more as needed. The WMF events team and the hackathon organizers often email daily to coordinate, plan, and make sure everything is on track.

For big hackathons you will often also have onsite support from the WMF events team. For the yearly Wikimedia hackathon the Engineering Community Team takes responsibility for organizing the majority of the tracks, technical content and daytime schedule. The local team generally take care of all of the logistics, fundraising, travel support for people with scholerships, visa support, venue contracts, meeting space, social events, food, etc.

For smaller hackathons we can work out ahead of time what makes the most sense.

Real examples
Real budgets from previous hackathons:


 * Wikimedia Hackathon 2015 in Lyon
 * Wikimedia Hackathon 2014 in Zürich
 * Wikimedia Hackathon 2013 in Amsterdam

Proposals
2014 | 2015 | 2016

Selection process
Everything is flexible:
 * 1) Any candidate can share any proposal at any time.
 * 2) Proposals are discussed with the community in their wiki pages, escalating to wikitech-l if needed.
 * 3) The discussion remains open at least during 30 days, giving time to critics and alternative candidates to respond.
 * 4) The WMF Engineering Community Team will facilitate the discussion and will announce new events officially.

Decision
Proposals will be scored against the factors in play below. If there are multiple proposals or the only proposal scores low, the WMF Engineering Community Team will discuss options with past Hackathon organizers.

Factors in play:
 * Credible plan: Is the plan thought out? Does it make sense? Are details defined?
 * Trusting organizers
 * transparent, responsive, flexible, engaged
 * backed by their community
 * work well with others (chapters, volunteers, WMF)
 * Team Lead identified
 * Is the leader of the team identified and experienced with previous events?
 * Has the leader of the team participated in previous hackathons?
 * Venue
 * Wifi bandwidth! This will make or break the event.
 * Technical infrastructure and support from the venue.
 * Has the venue been identified? Is it available?
 * Will the venue work for a typical hackathon?
 * Cost?
 * Is it big enough?
 * Location
 * Easy to get to?
 * Is it safe and welcoming for people of all demographics and background?
 * Visas: Are they needed? Are they easy to get?
 * Accommodation
 * Is it in the same venue or close walking distance?
 * Can everybody stay in the same place single rooms, shared rooms, couples rooms, family rooms, hostel rooms?
 * Finance
 * Does the organizing team have the ability to make large and small payments to vendors, venues, etc.?
 * Can organizers pay travel costs in advance, and incur costs in advance to be reimbursed later?
 * Do organizers have a plan to do local fundraising separately from WMF funds?
 * Cost to Participants
 * How expensive is it to get there form Berlin / San Francisco / Delhi?
 * How expensive is the accommodation?
 * Is it possible for foreign volunteers on scholarships to incur zero costs during their trip?
 * Promoting diversity
 * New locations
 * New organizers
 * Potential for new participants and different focuses
 * Welcoming risk
 * Alternation between safer and riskier bets