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m AI-Admin-Assistant moved page Gov/en/Portal:Community/Street-Fundraising-Rules to Markets/en/Portal:Street Fundraising/Rules: Programs and market rules live in the Markets space (directive of 6 July); redirect kept
Cleanup after move from Gov: proposal status header, TOC, anchors, prudent wording, illustrative figures, no dashes, links to portal main page
 
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{{KidsIntro|This page explains the rules for asking people in the street to support WikiDeal.}}
{{KidsIntro|This page explains the rules proposed for people who ask passers-by, in the street or at events, to support good causes through WikiDeal.}}


Street Fundraising — Wiki Core
''Status: proposal, initial hypothesis. These rules are proposed as a base for discussion. All figures are illustrative working values, not commitments.''
 
__TOC__
 
= Street Fundraising: Governance, Rules and Best Practices =
 
This page covers the governance rules, ethical standards and best practices proposed for street fundraising on WikiDeal. For the full presentation of the use case (the three contracts, mechanisms, scenario), see the [[Markets/en/Portal:Street Fundraising/Main|Street Fundraising portal main page]].


{| class="wikitable"
{| class="wikitable"
|-
|-
| Category
| Category
| Wiki Core · Rules & Governance
| Markets · Rules and governance
|-
|-
| Related
| Related
| Use Case (Marketplace)
| [[Markets/en/Portal:Street Fundraising/Main|Street Fundraising use case]]
|-
|-
| Licence
| Licence
| AGPL v3
| Free licence: AGPL v3
|-
|-
| Status
| Status
| Applied Research · Draft v1
| Applied research · Draft
|-
|-
| Review
| Review
Line 21: Line 27:
|}
|}


== Street Fundraising — Governance, Rules & Best Practices ==
<span id="definition"></span>
This is the '''Wiki Core page''' for street fundraising — it covers governance rules, ethical standards, and best practices. For the practical use case (contracts, app mockup, scenario), see the Marketplace use case page.
== 1. Definition and scope ==
=== 1. Definition & Scope ===
 
For the purposes of WikiDeal, '''street fundraising''' is defined as:
For the purposes of WikiDeal, '''street fundraising''' is defined as:


Line 33: Line 39:
* Event-based fundraising (festivals, fairs, sporting events)
* Event-based fundraising (festivals, fairs, sporting events)
* Community-based fundraising (neighbourhood events, local gatherings)
* Community-based fundraising (neighbourhood events, local gatherings)
* Online/hybrid (QR-code distribution at events linking to subscription form)
* Online or hybrid (QR-code distribution at events linking to a subscription form)


This definition '''excludes''' door-to-door fundraising, telemarketing, and purely digital campaigns without a physical dialoguer.
This definition '''excludes''' door-to-door fundraising, telemarketing, and purely digital campaigns without a physical dialoguer.


=== 2. Core Principles WM-03 ===
<span id="principles"></span>
{| class="wikitable principle-table"
== 2. Core principles WM-03 ==
 
{| class="wikitable"
|-
|-
! Principle
! Principle
Line 44: Line 52:
|-
|-
| '''Transparency'''
| '''Transparency'''
| Subscribers always know where their WikiDeal Membership goes. Revenue distribution is publicly auditable.
| Subscribers would always know where their subscription goes. Revenue distribution is intended to be publicly auditable.
|-
|-
| '''Dignity'''
| '''Dignity'''
| Interactions must respect the dignity of all parties dialoguers, passers-by, and association representatives.
| Interactions must respect the dignity of all parties: dialoguers, passers-by, and association representatives.
|-
|-
| '''Consent'''
| '''Consent'''
Line 53: Line 61:
|-
|-
| '''Retention focus'''
| '''Retention focus'''
| Credits are tied to subscriber retention, not just acquisition. Quality over quantity.
| Credits would be tied to subscriber retention, not just acquisition. Quality over quantity.
|-
|-
| '''Inclusivity'''
| '''Inclusivity'''
| All profiles welcome retirees, students, volunteers, social aid beneficiaries with appropriate contract adaptation.
| All profiles welcome: retirees, students, volunteers, social aid beneficiaries, with appropriate contract adaptation.
|-
|-
| '''Community governance'''
| '''Community governance'''
| Rules are set and reviewed by the community, not imposed top-down.
| Rules would be set and reviewed by the community, not imposed top-down.
|}
|}


=== 3. Mandatory Rules ===
<span id="mandatory-rules"></span>
RULE-SF-001 — WikiDeal Subscription Requirement
== 3. Mandatory rules (proposed) ==


Every dialoguer must hold an active WikiDeal subscription (WikiDeal Membership) before conducting any street fundraising activity.
'''RULE-SF-001: WikiDeal subscription requirement.''' Every dialoguer would hold an active [[Gov/en/Portal:R&D/Innovations:Subscription|WikiDeal subscription]] before conducting any street fundraising activity.


RULE-SF-002 Signed Contract B
'''RULE-SF-002: Signed Contract B.''' All dialoguers would have a signed Contract B (association and dialoguer or volunteer) on file before their first session.


All dialoguers must have a signed Contract B (Association ↔ Dialoguer/Volunteer) on file before their first session.
'''RULE-SF-003: Completed training.''' The required training modules (platform, contract basics, communication, ethics, AI tools) would be completed before the first session.


RULE-SF-003 — Completed Training
'''RULE-SF-004: Session reporting.''' Every session would be logged before, during (minimum one mid-session update) and after. Incomplete session logs would forfeit credits for that session.


Minimum 5 training modules must be completed before the first session: WikiDeal platform, contract basics, communication, ethics, AI tools.
⚠️ '''RULE-SF-005: Prohibition of misleading advice.''' Dialoguers would be strictly prohibited from advising passers-by to "subscribe for a year and then cancel". Any documented instance would trigger an immediate yellow alert and a retention audit.


RULE-SF-004 — Session Reporting
'''RULE-SF-006: Collision avoidance.''' Two [[Gov/en/Portal:R&D/Innovations:User Groups|User Groups]] would not deploy at the same location on the same day without prior coordination through the shared calendar system.


Every session must be logged in the WikiDeal app before, during (minimum one mid-session update), and after. Incomplete session logs forfeit Credits for that session.
'''RULE-SF-007: Identification.''' Dialoguers would carry their WikiDeal ID card (or an equivalent digital ID) and present it on request.


⚠️ RULE-SF-005 — Prohibition of Misleading Advice
'''RULE-SF-008: Post-session feedback.''' Post-session feedback would be completed within 24 hours. Completing feedback would earn credits (around 1 CHF equivalent per minute in the current working hypothesis, with a cap; illustrative).


Dialoguers are strictly prohibited from advising passers-by to "subscribe for a year and then cancel." Any documented instance triggers an immediate yellow alert and retention audit.
<span id="ethical-standards"></span>
== 4. Ethical standards ==


RULE-SF-006 — Collision Avoidance
Two [[Gov/en/Portal:R&D/Innovations:User Groups|User Groups]] may not deploy at the same location on the same day without prior coordination through the WikiDeal calendar system.
RULE-SF-007 — Identification
Dialoguers must carry their WikiDeal ID card (or equivalent digital ID) and present it on request.
RULE-SF-008 — Post-Session Feedback
Post-session feedback must be completed within 24 hours. Completing feedback earns Credits (~1 CHF/minute).
=== 4. Ethical Standards ===
* Never approach anyone who has clearly indicated disinterest.
* Never approach anyone who has clearly indicated disinterest.
* Never use emotional manipulation to obtain subscriptions.
* Never use emotional manipulation to obtain subscriptions.
Line 102: Line 98:
* Never promise gifts, discounts, or other benefits not covered in the official contract.
* Never promise gifts, discounts, or other benefits not covered in the official contract.
* Respect public order, local regulations, and event organizer rules.
* Respect public order, local regulations, and event organizer rules.
* Maintain confidentiality of subscriber personal data (GDPR compliance).
* Maintain confidentiality of subscriber personal data, in line with data protection law (GDPR).


=== 5. User Group Governance WM-03 ===
<span id="user-group-governance"></span>
* '''Minimum size:''' A Street Fundraising User Group requires at least 5 active members.
== 5. User Group governance WM-03 ==
* '''Elected officers:''' President, Treasurer, Secretary — elected annually by User Group members.
* '''Mandate:''' Officers serve 1-year terms, renewable maximum 3 times.
* '''Meetings:''' Minimum quarterly general assembly (in-person or video).
* '''Delegate:''' One elected delegate to the regional coordination committee.
* '''Transparency:''' Quarterly activity report published on WikiDeal (anonymized individual data).
* '''Financial:''' User Group receives 10% of subscriber dues from members it enrolled (Contract A).


=== 6. Alert System ===
* '''Minimum size:''' a Street Fundraising User Group would require at least 5 active members (illustrative).
* 🟡 '''Yellow alert:''' First infraction — advisory. Logged, no immediate consequence. Cleared after 3 clean months.
* '''Elected officers:''' president, treasurer, secretary, elected annually by User Group members.
* 🟠 '''Orange alert:''' Second infraction or serious breach — training review required within 30 days. Activity suspended until review completed.
* '''Mandate:''' officers would serve 1-year terms, renewable (a maximum of 3 renewals is the current working hypothesis).
* 🔴 '''Red alert:''' Third infraction or severe breach — suspension review by User Group officers + WikiDeal arbitration. Possible permanent deregistration.
* '''Meetings:''' a general assembly at least quarterly (in person or by video).
* '''Delegate:''' one elected delegate to the regional coordination committee.
* '''Transparency:''' a periodic activity report published on WikiDeal (anonymized individual data).
* '''Financial:''' the User Group would receive a share of subscriber dues from members it enrolled (around 10% in the current working hypothesis; see Contract A on the [[Markets/en/Portal:Street Fundraising/Main|main page]]).
* '''At real cost:''' coordination would operate at real cost, with any surplus returned.


=== 7. Best Practices ===
<span id="alert-system"></span>
* Prepare 2-3 different pitches adapted to different audience types (families, commuters, event-goers).
== 6. Alert system ==
* Use the WikiDeal app's AI suggestions for real-time strategy adjustments.
* Arrive 15 minutes before session start for briefing and equipment check.
* Pair with an experienced dialoguer for the first 3 sessions (mentor system).
* Track your conversion rate by location — build your personal best-locations database.
* Participate in regional meals — peer knowledge sharing is invaluable.
* Review your subscriber retention monthly — reach out to inactive subscribers proactively.


=== 8. Exclusions & Prohibitions ===
* 🟡 '''Yellow alert:''' first infraction, advisory. Logged, no immediate consequence. Cleared after 3 clean months.
* ❌ Door-to-door fundraising (separate framework required)
* 🟠 '''Orange alert:''' second infraction or serious breach. Training review required within 30 days; activity suspended until the review is completed.
* ❌ Cold calling / telemarketing
* 🔴 '''Red alert:''' third infraction or severe breach. Suspension review by User Group officers plus WikiDeal arbitration; possible permanent deregistration.
 
<span id="best-practices"></span>
== 7. Best practices ==
 
* Prepare 2 or 3 different pitches adapted to different audience types (families, commuters, event-goers).
* Use the AI suggestions for real-time strategy adjustments.
* Arrive 15 minutes before the session start for briefing and equipment check.
* Pair with an experienced dialoguer for the first sessions (mentor system).
* Track your conversion rate by location and build your personal best-locations knowledge.
* Participate in regional meals: peer knowledge sharing is invaluable.
* Review your subscriber retention monthly and reach out to inactive subscribers proactively.
 
<span id="exclusions"></span>
== 8. Exclusions and prohibitions ==
 
* ❌ Door-to-door fundraising (a separate framework would be required)
* ❌ Cold calling and telemarketing
* ❌ Fundraising near places of worship, hospitals, or cemeteries without specific authorization
* ❌ Fundraising near places of worship, hospitals, or cemeteries without specific authorization
* ❌ Targeting visibly vulnerable individuals (elderly alone, visibly distressed, minors)
* ❌ Targeting visibly vulnerable individuals (elderly alone, visibly distressed, minors)
* ❌ Photography or video of subscribers without explicit consent
* ❌ Photography or video of subscribers without explicit consent
* ❌ Accepting cash Donations (WikiDeal is subscription-only)
* ❌ Accepting cash donations (the model explored is subscription-only)
* ❌ Representing unregistered associations
* ❌ Representing unregistered associations


=== 9. Dispute Resolution ===
<span id="dispute-resolution"></span>
Disputes between dialoguers, associations, or User Groups follow the WikiDeal standard arbitration process:
== 9. Dispute resolution ==
 
Disputes between dialoguers, associations, or User Groups would follow the standard WikiDeal process, mediation first, then arbitration (see the [[Gov/en/Portal:Justice/Main|Justice portal]]):


# Informal resolution: parties attempt to resolve within 14 days.
# Informal resolution: parties attempt to resolve within 14 days.
# User Group mediation: User Group officers mediate within 30 days.
# User Group mediation: User Group officers mediate within 30 days.
# WikiDeal arbitration: Formal arbitration panel (3 community members) within 60 days.
# WikiDeal arbitration: a formal arbitration panel within 60 days.
# External: If WikiDeal arbitration fails, parties may seek external mediation under applicable law.
# External: if WikiDeal arbitration fails, parties may seek external mediation under applicable law.
 
<span id="periodic-review"></span>
== 10. Periodic review ==
 
These rules would be reviewed periodically by the Street Fundraising community. Any WikiDeal member could propose amendments through the standard wiki proposal process. The approval threshold (a two-thirds majority of active User Group delegates is the current working hypothesis) remains open for discussion.


=== 10. Periodic Review ===
<span id="see-also"></span>
These rules are reviewed annually by the Street Fundraising community committee. Any WikiDeal member may propose amendments through the standard wiki proposal process. Changes require 2/3 majority approval from active User Group delegates.
== See also ==


'''See also:''' Street Fundraising — Marketplace Use Case · 📱 Street Fundraising App · [[Gov/en/Portal:Institutions/Governance|WikiDeal Governance]] · [[Gov/en/Portal:Ecosystem/Wikimedia-References|Wikimedia References]]
* [[Markets/en/Portal:Street Fundraising/Main|Street Fundraising portal main page]] (use case, the three contracts, mechanisms)
* [[Gov/en/Portal:Institutions/Governance|WikiDeal Governance]]
* [[Gov/en/Portal:Ecosystem/Wikimedia-References|Wikimedia References]] (the WM markers used on this page)


[[Category:Migration June 2026]]
[[Category:Migration June 2026]]
<!-- visible -->

Latest revision as of 05:12, 7 July 2026

💡 In simple words: This page explains the rules proposed for people who ask passers-by, in the street or at events, to support good causes through WikiDeal.


Status: proposal, initial hypothesis. These rules are proposed as a base for discussion. All figures are illustrative working values, not commitments.

Street Fundraising: Governance, Rules and Best Practices

This page covers the governance rules, ethical standards and best practices proposed for street fundraising on WikiDeal. For the full presentation of the use case (the three contracts, mechanisms, scenario), see the Street Fundraising portal main page.

Category Markets · Rules and governance
Related Street Fundraising use case
Licence Free licence: AGPL v3
Status Applied research · Draft
Review Awaiting community review

1. Definition and scope

For the purposes of WikiDeal, street fundraising is defined as:

"Any face-to-face activity conducted in a public space, event, or semi-public location, by a WikiDeal-registered dialoguer, with the purpose of enrolling new subscribers to a WikiDeal-registered association, in exchange for Rewards generated through the bonding curve."

This definition includes:

  • Traditional street fundraising (city centres, markets, pedestrian zones)
  • Event-based fundraising (festivals, fairs, sporting events)
  • Community-based fundraising (neighbourhood events, local gatherings)
  • Online or hybrid (QR-code distribution at events linking to a subscription form)

This definition excludes door-to-door fundraising, telemarketing, and purely digital campaigns without a physical dialoguer.

2. Core principles WM-03

Principle Application
Transparency Subscribers would always know where their subscription goes. Revenue distribution is intended to be publicly auditable.
Dignity Interactions must respect the dignity of all parties: dialoguers, passers-by, and association representatives.
Consent Subscriptions must be freely given. No pressure, no deception, no "subscribe then cancel" language.
Retention focus Credits would be tied to subscriber retention, not just acquisition. Quality over quantity.
Inclusivity All profiles welcome: retirees, students, volunteers, social aid beneficiaries, with appropriate contract adaptation.
Community governance Rules would be set and reviewed by the community, not imposed top-down.

3. Mandatory rules (proposed)

RULE-SF-001: WikiDeal subscription requirement. Every dialoguer would hold an active WikiDeal subscription before conducting any street fundraising activity.

RULE-SF-002: Signed Contract B. All dialoguers would have a signed Contract B (association and dialoguer or volunteer) on file before their first session.

RULE-SF-003: Completed training. The required training modules (platform, contract basics, communication, ethics, AI tools) would be completed before the first session.

RULE-SF-004: Session reporting. Every session would be logged before, during (minimum one mid-session update) and after. Incomplete session logs would forfeit credits for that session.

⚠️ RULE-SF-005: Prohibition of misleading advice. Dialoguers would be strictly prohibited from advising passers-by to "subscribe for a year and then cancel". Any documented instance would trigger an immediate yellow alert and a retention audit.

RULE-SF-006: Collision avoidance. Two User Groups would not deploy at the same location on the same day without prior coordination through the shared calendar system.

RULE-SF-007: Identification. Dialoguers would carry their WikiDeal ID card (or an equivalent digital ID) and present it on request.

RULE-SF-008: Post-session feedback. Post-session feedback would be completed within 24 hours. Completing feedback would earn credits (around 1 CHF equivalent per minute in the current working hypothesis, with a cap; illustrative).

4. Ethical standards

  • Never approach anyone who has clearly indicated disinterest.
  • Never use emotional manipulation to obtain subscriptions.
  • Always clearly identify yourself as a WikiDeal dialoguer (not a direct employee of the association).
  • Always explain that the subscription can be cancelled at any time.
  • Never promise gifts, discounts, or other benefits not covered in the official contract.
  • Respect public order, local regulations, and event organizer rules.
  • Maintain confidentiality of subscriber personal data, in line with data protection law (GDPR).

5. User Group governance WM-03

  • Minimum size: a Street Fundraising User Group would require at least 5 active members (illustrative).
  • Elected officers: president, treasurer, secretary, elected annually by User Group members.
  • Mandate: officers would serve 1-year terms, renewable (a maximum of 3 renewals is the current working hypothesis).
  • Meetings: a general assembly at least quarterly (in person or by video).
  • Delegate: one elected delegate to the regional coordination committee.
  • Transparency: a periodic activity report published on WikiDeal (anonymized individual data).
  • Financial: the User Group would receive a share of subscriber dues from members it enrolled (around 10% in the current working hypothesis; see Contract A on the main page).
  • At real cost: coordination would operate at real cost, with any surplus returned.

6. Alert system

  • 🟡 Yellow alert: first infraction, advisory. Logged, no immediate consequence. Cleared after 3 clean months.
  • 🟠 Orange alert: second infraction or serious breach. Training review required within 30 days; activity suspended until the review is completed.
  • 🔴 Red alert: third infraction or severe breach. Suspension review by User Group officers plus WikiDeal arbitration; possible permanent deregistration.

7. Best practices

  • Prepare 2 or 3 different pitches adapted to different audience types (families, commuters, event-goers).
  • Use the AI suggestions for real-time strategy adjustments.
  • Arrive 15 minutes before the session start for briefing and equipment check.
  • Pair with an experienced dialoguer for the first sessions (mentor system).
  • Track your conversion rate by location and build your personal best-locations knowledge.
  • Participate in regional meals: peer knowledge sharing is invaluable.
  • Review your subscriber retention monthly and reach out to inactive subscribers proactively.

8. Exclusions and prohibitions

  • ❌ Door-to-door fundraising (a separate framework would be required)
  • ❌ Cold calling and telemarketing
  • ❌ Fundraising near places of worship, hospitals, or cemeteries without specific authorization
  • ❌ Targeting visibly vulnerable individuals (elderly alone, visibly distressed, minors)
  • ❌ Photography or video of subscribers without explicit consent
  • ❌ Accepting cash donations (the model explored is subscription-only)
  • ❌ Representing unregistered associations

9. Dispute resolution

Disputes between dialoguers, associations, or User Groups would follow the standard WikiDeal process, mediation first, then arbitration (see the Justice portal):

  1. Informal resolution: parties attempt to resolve within 14 days.
  2. User Group mediation: User Group officers mediate within 30 days.
  3. WikiDeal arbitration: a formal arbitration panel within 60 days.
  4. External: if WikiDeal arbitration fails, parties may seek external mediation under applicable law.

10. Periodic review

These rules would be reviewed periodically by the Street Fundraising community. Any WikiDeal member could propose amendments through the standard wiki proposal process. The approval threshold (a two-thirds majority of active User Group delegates is the current working hypothesis) remains open for discussion.

See also