2022:Quá trình thiết kế sự kiện

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This page is a translated version of the page 2022:Event design process and the translation is 19% complete.
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Đây là một tóm tắt của quá trình đánh giá sự kiện 2022 – đã được qua 4 giai đoạn đánh giá xuyên suốt tháng 3 năm 2022 – và kết quả cuối cùng; một nguyên mẫu (hay format) cho phiên bản năm 2022 của Wikimania.

Giới thiệu

Năm 2021, Wikimania đã được tổ chức theo hình thức trực tuyến do giới hạn di chuyển do hệ quả của đại dịch. Nhóm tổ chức cốt lõi của năm 2021 (COT) đã tổ chức thành công phiên bản trực tuyến đầu tiên của Wikimania. Việc có thể thử nghiệm với các định dạng của Wikimania đã mang lại cho chúng tôi nhiều bài học mà chúng tôi có thể sẽ triển khai cho Wikimania 2022 sắp tới.

Ảnh hưởng của đại dịch toàn cầu vẫn còn rất phổ biến ở nhiều nơi trên thế giới. Chính vì mục đích này mà đã có được một sự đồng thuận với Ban chỉ đạo Wikimania (WMSC) để tổ chức Wikimania 2022 dưới dạng một sự kiện trực tuyến - với cơ hội cho một cộng đồng lớn hơn của chúng tôi tổ chức độc lập các sự kiện Wikimania trong cộng đồng của họ. Điều này sẽ cho phép mọi người tự tổ chức các sự kiện khi hoàn cảnh cho phép ở đất nước của họ.

2022 COT

A call for volunteers to form the COT for Wikimania 2022 was launched and over 70 applications were received. These were evaluated by the WMSC according to a few criteria that were collaboratively decided upon. This led to the selection of a globally distributed team of 10 Wikimedia community volunteers that are Wikimania's Core Organizing team for the 2022 edition of Wikimania. The 2022 COT were able to build off previous discussions and considerations that were initiated by the WMSC around the duration and potential dates for the 2022 Wikimania.

On the 17th of March 2022 the COT announced the days and duration of Wikimania 2022:

" Wikimania sẽ được tổ chức vào năm nay từ 11 đến 14 tháng 8. Hội nghị này sẽ hầu hết được diễn ra trực tuyến, với các cuộc gặp mặt hay sự kiện địa phương nếu có thể."[1]

Bài học từ sự kiện Wikimania ảo đầu tiên

Wikimania 2021 - Tòa nhà 6 - Không gian mở

Chúng tôi đã thực hiện một đánh giá sâu rộng về phiên bản trực tuyến năm 2021 của Wikimania và thu được một số hiểu biết về chiến lược mà chúng tôi có thể bắt đầu lại quá trình thiết kế. Chúng trở thành những khung thiết kế hay những thách thức về mặt thiết kế khi chúng tôi bắt đầu thiết kế cho Wikimania năm 2022.

  • Những người mới đến có xu hướng đánh giá cao về hội nghị hơn những người quay lại wiki. Những tính năng nào sẽ cần thiết để thu hút người mới tham gia? Những tính năng của chương trình nào có thể được thêm vào để đáp ứng nhu cầu của những người quay lại wiki?
  • Given what we have learned in 2021,  what will Wikimania 2022 seek to achieve? How can the use of the Unconference space or Community Village be structured more strategically?
  • What additional features or processes need to be in place to ensure that Wikimania 2022 is even more accessible and inclusive? How can translation services be further mainstreamed? What technological platform can be used to meet the goals of Wikimania 2022?
  • Should a virtual Wikimania 2022 span across five days, one weekend, or several weekends? How can the program better align with the different time zones? Does the Hackathon have to be part of a virtual Wikimania?

Tại sao Thiết kế sự kiện?

Online communities, while primarily interacting through technology-mediated environments, also include [offline] meetings between its members, promoting interactivity and community building. These are crucial opportunities to deepen bonds through shared experiences, build alignment, and create group cohesion. Wikimania is a key offline space where our global and diverse online community comes together yearly to meet each other, get inspired by the work of others and share their own work among peers. It therefore has a pivotal role in the rejuvenation, growth and fostering of our communities.

Events do not just happen; they are carefully crafted to weave narratives (content) into places (context) through processes of experience design. [...] Effective design of an event can also become a key element in adapting to changing external conditions and can even create new opportunities where there was a threat (or nothing else) before. [....] It is less about the practical, micro aspects of design and far more about how events are designed to meet a range of different needs and aspirations for their organizers, visitors and other stakeholders.[2]

It is therefore crucial to adopt effective Event Design as a strategy for an event with the profile of Wikimania. This became imminent in the case of the pandemic ("adapting to external conditions"), when we first engaged with Event Design as a strategic practice in 2021 to craft an impactful, innovative and experiences.

Quá trình thiết kế

To be able to develop a concept or a design for a (logistically) complex, multi stakeholder event like Wikimania, we need to adopt a methodology that embraces the use of creative practices that enable the organizers to holistically look at co-creating an experience as prolific as Wikimania. Building a thorough Event Design can be achieved through a multi-step methodology where the team involved in the event systematically analyses, articulates and outlines the inputs for the components in the final canvas prototypes.

We have utilized applied Design Thinking within the context of events, and have engaged in a series of highly collaborative design sessions. This methodology enables the designers to use context analysis, user testing, problem finding and framing, ideation and solution generating, creative thinking, sketching and drawing, prototyping, and evaluating[3] to support the design process.

To facilitate these activities, we made use of the Event Canvas (Janssen, Frissen) as a strategic tool. The Event Canvas is a tool that facilitates co-creation and co-design by going through a number of sequential steps. This methodology is a holistic approach taken with the COT, in a series of activities that are tackled in a chronological order. The methodology makes use of a range of visual thinking techniques like: Empathy Mapping (Dave Gray and Xplane), Value Proposition Canvas (Osterwalder), Event ROI methodology (Phillips ROI Methodology), the Business Model Canvas (Osterwalder), Service Design Canvas (Stickdorn & Schneider) and Instructional Design Model (Dick & Carey).

The event design process is divided into 3 phases:

  1. Change ⇒  part of the process used to analyze a stakeholder in how they enter and exit an event: What is their knowledge level and how has this been affected? What are their pains (what are their obstacles, fears and frustrations?) and gains, what benefit are they seeking? What are their expectations? And are they satisfied post-event?
  2. Frame ⇒ part of the process used to define design boundaries, or limitations and set requirements. They form the constraints in which the event must deliver its intended value. We define the frame by looking at the: Commitment, Return, Costs, Revenues, Jobs to be done and the pivotal event promise to the stakeholders. Once we have those boundaries are in place, the creative challenge to do the actual design has now been set.
  3. Prototype ⇒ this part of the process is where we will start putting together the actual format of the event. The 2 previous steps have been making up the necessary ingredients for the design of the event itself.They represent the opportunity for prototype thinking, to iterate and reiterate within the frame to reach the ultimate goal: change of behavior in the desired direction.

A successful event consists both of an emotional experience and a logical instruction. Planning both during the design phase gives us the opportunity to orchestrate a flow that will make up the entire event experience, or in other words, the experience journey.

The outcome of all the sessions combined is to have a blueprint and a format that we will bring to life over the next few months. It will be a guide for setting the theme, programming scope and other aspects that are important for the event experience.  

Ai là thành viên của đội thiết kế?'

Wikimania 2005 Sign (30843846)

The entire 22 COT & some Foundation staff. We are all co-designers as we work through the sessions.

Why are we doing this?

The outcome of all the sessions combined is to have a format that we will bring to life over the next few months. It will be a guide for setting the theme, programming scope and other aspects that are important for the participant’s event experience.  

[Change] Stakeholder Analysis

Wikimania has many different types of stakeholders that are affected by or through Wikimania. During the broad historical analysis we completed in 2021, we were able to identify a long list of all the different types of stakeholders. This exercise enabled us to categorize the stakeholders into 4 different groups; stakeholders to satisfy, inform, involve and ultimately the stakeholders to delight. Last year we identified the following stakeholders: The Wikimania Steering Committee, The Volunteer Participants, The Wikimedia Foundation and the Technical Communities.

Following the extensive evaluation of Wikimania 2021, we decided to prioritize the following stakeholders to delight. Now we know who to design for:

  • New Wikimania participant
    • This is someone that has engaged with the movement in some way shape or form but has never been to a Wikimania before.
  • Return Wikimania participant
    • This is someone that has been to a, or a number of Wikimania's before.
  • Technical Communities
    • These are the core participants of the Wikimania Hackathon.

By applying the practice of Empathy Mapping, the design team analyzed the 3 stakeholders mentioned above, and identified a whole set of ENTRY ⍈ behaviors 6 months prior to the event, and did the same for EXIT ⍇ behaviors after the event had concluded. This includes having an in-depth look at what the stakeholder in question says, thinks, does, feels, sees and hears (empathizing) in the context of Wikimania.

This activity enabled the design team to articulate what the change, difference, or Delta Δ is of what needs to happen during the event to achieve the desired EXIT ⍇ behavior. The articulation of the change allows the designers to formulate the design goals for the event. Applying this frame of thinking enables the design team to center the participant in the development of a format for 2022 Wikimania.

[Frame] Event Delta Δ - Design Goal

This phase is used to define design boundaries, or limitations and set the requirements for the event. They form the constraints in which the event must deliver its intended value. We define the frame by having a deeper look into the following categories and do this per stakeholder: Commitment, Return, Costs, Revenues, Jobs to be done and the pivotal event promise to the stakeholder in question. Once we have those boundaries are in place, the creative challenge to do the actual design has now been set.

The design team prioritized a top 3 ENTRY ⍈ and EXIT ⍇ behaviors per stakeholder, and articulated the design goals (Delta Δ) accordingly.

Wikimania 2019 Hackathon poster - Documentation
Technical Communities
⍈ Entry: I want to pitch a new idea or evolve an existing idea

Δ [Design goal 1] Delta: I met 2-3 new people that I got to collaborate with on a project, and participated  in  sessions that gave feedback on  my idea

Exit: Working on a project I started during the event using connections with people with similar interests

⍈ Entry: “Do you want help with that?”

Δ [Design goal 2] Delta: I staffed the help desk, joined a welcoming team, and learned more about issues I can help solve

Exit: I learned about how to support like-minded developers newcomers in the Wikimedia ecosystem and expanded my network by 2-3 new people

⍈ Entry: "I want to get to know other contributors and learn how to get things done in Wikimedia"

Δ [Design goal 3] Delta: I have socialized with Wikimedia developers, and have learned how to navigate the Wikimedia ecosystem through a mentor I have met during the event

  Exit: I intend to reach out to the 2-3 community members that I met. I feel ready to mentor and confident about where and how to contribute

Wikimania 2018 - Map of the world
Return Participant
⍈ Entry: "I want to experience a different online event that has great sessions, people and entertainment"

Δ [design goal 4] Delta: The randomness was intentionally designed and it felt safe to explore

  Exit: I was wowed - amazing people took the event to the next level

⍈ Entry: I want to meet my existing community and friends

Δ [design goal 5] Delta: Joined accessible spaces for networking and collaborating with community members

  Exit: I’m proud and humbled by the amazing community we have and the people I got to talk to

⍈ Entry: A space to present active and past projects to community members

Δ [Design goal 6] Delta: The ability for presenters to engage with the audience, interact, learn, and capture the recommendations / notes

Exit: Met new collaborators, people learned about their projects, got feedback on their work and diversified their set of skills.

"Newcomer" Sticker Design version A
New Participant
⍈ Entry: "I am new and don't know what to say, what to do and where to go"

Δ [Design goal 7] Delta: Learned a lot about different cultures in the context of Wikimedia projects and took part in social activities

  Exit: "These aren't just projects, this is a social movement"

⍈ Entry: "I want to join this movement"

Δ [Design goal 8] Delta: Learned about the Wikimedia movement and how people contribute to the many projects. I also learned how to edit.

  Exit: "There are so many ways people create knowledge!"

⍈ Entry: "I WANT TO HAVE FUN"

Δ [Design goal 9] Delta: Joined in interactive activities from communities nearby, participated in the entertainment program and even danced during the closing party

  Exit: "I'm energized and exhausted at the same time, that was amazing"

Design goals as idea filters

Festival Inspiration - SDC FESTIVAL WIKi

Now that the team has been able to articulate what the design goals are, per stakeholder, the essence of the delta can be extracted. This will make it easier for the team to "filter" all ideas for the event as they create the experience journey for Wikimania 2022.

Creating the Wikimania experience journey takes into account the design goals from a participant's very first interaction (i.e. a "Save the date" announcement) with the event all the way to the very last (i.e. filling in a post-event survey) and everything that happens in between. The full event experience will be made up from a combination of the delta’s, as these -by design- will be tailored to all of the stakeholders we are designing for.

To provide an opportunity for even wider co-creation, the COT launched a survey to collect ideas from the wider Wikimedia movement. When considering the ideas received by the wider movement, the COT will be able to "filter" them according to the design goals that have been established.

A full overview of delta's and their filters:

  • [Design goal 1] Delta: I met 2-3 new people that I got to collaborate with on a project, and participated in sessions that gave feedback on my idea
    • Idea filter: How does the idea facilitate meeting new project collaborators
Festival Inspiration - Medusa Festival Camp Map
  • [Design goal 2] Delta: I staffed the help desk, joined a welcoming team, and/or learned more about issues I can help solve through volunteering with the Wikimedia movement
    • Idea filter: How does the event provide clear pathways to join as a volunteer
  • [Design goal 3 ] Delta: I have socialized with Wikimedia developers, and have learned how to navigate the Wikimedia ecosystem through a mentor I have met during the event.
    • Idea filter: How does this idea facilitate networking, socializing, mentorship
  • [Design goal 4] Delta: The randomness was intentionally designed and it felt safe to explore
    • Idea filter: How does this idea promote and facilitate random, safe, exploring
  • [Design goal 5] Delta: Joined accessible spaces for networking and collaborating with community members
    • Idea filter: How does this idea facilitate meeting new project collaborators
Festival Inspiration - D2D 9786 wikimedia2020 deni dahniel festival Budaya Miangkabau
  • [Design goal 6] Delta: The ability for presenters to engage with the audience, interact, learn, and capture the recommendations / notes
    • Idea filter: How can the idea facilitate Presenter:Participant interaction
  • [Design goal 7] Delta: Learned a lot about different cultures in the context of Wikimedia projects and took part in social activities
    • Idea filter: How does this idea facilitate networking, socializing
  • [Design goal 8] Delta: Learned about the Wikimedia movement and how people contribute to the many projects. I also learned how to edit.
    • Idea filter:  How does this idea support onboarding, or provide an overview of,  What the Wikimedia movement is (movement, affiliates, communities, etc)?
    • Idea filter:  How does this idea facilitate access to how-to’s: how to edit, how to contribute, how to find information, how to solve popular challenges
  • [Design goal 9] Delta: Joined in interactive activities from communities nearby, participated in the entertainment program and even danced during the closing party
    • Idea filter: How does this idea provide a great Entertainment experience on- and offline?

[Nguyên mẫu] - Tạo một nguyên mẫu

Phần này của quá trình là nơi nhóm thiết kế sẽ bắt đầu tạo ra format thực tế của sự kiện bằng cách tham gia vào việc làm bản nguyên mẫu một cách nhanh chóng. 2 bước trước đã tạo nên những thành phần cần thiết cho việc thiết kế format của sự kiện trên. Chúng đại diện cho cơ hội cho tư duy về nguyên mẫu, để lặp đi lặp lại quá trình trong khuôn khổ để đạt được mục tiêu cuối cùng: thay đổi hành vi theo hướng mà chúng ta mong muốn.

A change in behavior is realized when participants carry what they have learned into their communities. To enable this, we must look at the way people learn, this can be through: the experience journey or learning by instruction (Instructional Design). In the case of Wikimania, an instructional design covers the content, topics to cover, how these are best delivered, by whom, at what time, and in what place.

The experience journey is the sum of all moments of interaction that a stakeholder experiences in the event; listening, reading, watching, debating, mingling, speaking - all of these interactions are the building blocks of a participant's experience journey. So from awareness of the event (through a "save the date") to the post-event evaluation email and all the interactions in between.

A successful event consists both of an emotional experience and a logical instruction. Planning both during the design phase gives the team the opportunity to orchestrate a flow that will make up the entirety of the event. Utilizing all of the COT's ideas and assessing them according to the previously established design goals, has set the stage for the designers to create broad brushstrokes of what the event could potentially look like.

The designers engaged in two rounds of rapid prototyping and created the following prototypes with the following features:

Nguyên mẫu 1 Nguyên mẫu 2 Nguyên mẫu 3 Nguyên mẫu 4 Nguyên mẫu 5
"CHẠY TRỰC TIẾP SỰ KIỆN" "Trung tâm Tình nguyện viên" "Lễ hội Wikimania" "TarNote" "WikiWhacky"
Wikimania 2022 - Prototype 1 "RUN IT LIVE".png
Wikimania 2022 - Nguyên mẫu 2
Wikimania 2022 - Nguyên mẫu 3
Wikimania 2022 - Nguyên mẫu 4
Wikimania 2022 - Nguyên mẫu 5
Đặc điểm chính của sự kiện:
  • Học về nền tảng này qua mạng xã hội và quy tắc ứng xử chung, định hướng có văn hóa trước khi bắt đầu sự kiện
  • Mục "Tại sao bạn ở đây?"
  • Video chào mừng = đây là lý do chúng ta ở đây, giữa thành viên mới và thành viên đã tham dự
  • 2 ngày học tập, ngày cuối được giải lao nhiều hơn
  • awards at the end of each day, best session, most inspirational
  • session timing, different time zones, am/pm sessions
Event features:
  • A wikimania promo video - 1-minute snippets, can have last year's song, with people from around the world talking about what Wikimania means to them
  • Randomized speed connecting
  • Wikimania pillow talk: speaking to a session presenter
  • Volunteer center: How to become a volunteer in the Wikimedia movement
  • Regional sessions: highlighting the people and the projects in the region
  • Daily volunteer-run radio / video show
Event features:
  • Decentralization be design in the program
  • Festival: areas to be owned by theme or interest
  • Interactive: What is a wikimania session?
  • Theme-based speed-networking room: come with your idea and present
  • Nostalgia room: talk and show your WM tshirt collection
  • A movement map: glams, affiliates, a guided tour live or with a tourgo
Event features:
  • Keynote  hangouts / "open mic"
  • Virtual - In-person sharing, speed networking room
  • Niche Rooms - A casual space to share about common "interests" - Affiliate promoted
  • Avatars - Pictures - Icons (to make sure we make it more personal)
  • Sip & Paint
  • The Wikimania song v2022
Event features:
  • Wikimania Radio station
  • Snacky snack sessions - quick snacks with strangers (speed dating w/snacks)
  • The informal Helpdesk - people can ask questions in a more relaxing setting
  • Short 30 mins sessions. So that people can jump in and out
  • Wikimania Feast - Having a meal together - pre planned Groups of 100- with set schedule and cuisine

Wikimania 2022: The Festival Edition

Following the rapid prototyping session, the COT then voted on the prototype that resonated the most with them; Wikimania 2022 will be a festival edition! Over the course of these next few weeks, the COT will be working on bringing a festival to life, together with all of the Wikimedia Communities! All of the design work that was put into getting us to this point will eventually trickle down into all domains of event planning as we now move to the implementation phase of the selected prototype.

Wikimania 2022 - Prototype 3

The concept of a festival will be translated into the following domains. Every domain has the design goals to use as their north star.

  • Communications

How do we tell the story of a festival to all of the audience segments for Wikimania? What do people need to hear, see and feel when we communicate about the festival edition of a Wikimania? Using what channels?

  • Programming

How is a festival reflected in the design of the program of the event? How do session formats look like? How are we being intentional to newcomers?

  • Logistics

What type of technical tools and platforms does Wikimania need, in order for it to achieve its design goals? How do we manage in-event logistics for the realization of a festival?

  • Scholarship & Grant Program

What is the connective tissue that will connect the virtual program with local events? How can we facilitate participation to the festival through the scholarship and grant programs?

[Implement] Design Principles

Last year, the Wikimania Steering Committee and other Movement Organizers established the ingredients for a successful Wikimania by analyzing its 16 year history and evolution. They identified the following principles to be engrained in the so-called "DNA" of every successful Wikimania. The DNA of the event can be described as the conventions that guide growth and change for the event. It contains elements that drive strategic internal decisions and goals in line with the Movement's vision and mission.

By staying true to the design principles of the event, it ensures a match between the event and needs of it's stakeholders

  1. Community Co-Creation - Wikimania is an event that is by the movement, and for the movement. The Wikimedia Foundation supports and sponsors the event but is organized collaboratively with the Wikimedia volunteers. This is essential for Wikimania to remain the Wikimedia Movement Flagship event.
  2. A celebration of achievements and the movement - Wikimania is the space where individual, collective and movement achievements need to be celebrated. Wikimedian of the Year is the vehicle where these types of celebrations usually occur.
  3. Safe & secure participation - By upholding and enforcing a code of conduct (or Friendly Space Policy) at events, we ensure safe participation for all of the participants of Wikimania
  4. International, Multilingual, and Diverse participation - Intentionally designing and accommodating languages other than English keeps us true to the international nature of our Movement. It invites people that do not speak English to participate and engage with the content delivered at the event. Last year, Wikimania supported 6 languages for interpretation of the delivered content.
  5. Learning and building capacity - Whether you are an organizer, supporter or participant, Wikimania must provide opportunities to build skill and capacity for relevant areas of interest. Last year the Wikimedia Foundation developed a Speaker Onboarding series of workshops and sessions for the speakers of 2021 Wikimania.
  6. Sense of belonging - All contributors are a part of something bigger. It's hard to know that if you are contributing virtually. Wikimania is the place to bring our diverse groups of international volunteers together. They get to showcase their work, find new collaborators, network with people from all over the world and have fun! Being able to meet these contributors, projects and spaces, you start seeing the bigger Wikimedia Movement picture. Event features like the Unconference space or Community Village contribute to promoting a sense of belonging.
  7. Free & Open source - Wikimania must offer an element of free & open source participation to its attendees. This can be done in a variety of ways. In example: uploading and archiving content programming sessions onto Wikimedia Commons is a practice that we will continue to allow for that type of participation.
    Design Principles Wikimania. The "pillars" on which a successful Wikimania is built upon.
  8. Inclusive to newcomers - First time Wikimania participants join the event every year. However, we need to be intentional in creating experiences for these new attendees. How are we thinking about newcomers to Wikimania?



The COT will apply the lens of these design principles as they further develop and implement the chosen prototype over the course of the next few weeks and months!

Hẹn gặp lại tại Wikimania 2022!



  1. Diff [1]
  2. https://www.researchgate.net/publication/297363789_Introduction_Designing_events_events_as_a_design_strategy
  3. Wikipedia [2]