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1 Getting Equity Advocacy Results (GEAR) identifying and tracking the essential components of equity advocacy for policy change Knowledge for Equity Conference Silver Spring, MD | November 13-14, 2012

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Page 1: 1 Getting Equity Advocacy Results (GEAR) identifying and tracking the essential components of equity advocacy for policy change Knowledge for Equity Conference

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Getting Equity Advocacy Results(GEAR)

identifying and tracking the essential components of equity advocacy for policy change

Knowledge for Equity ConferenceSilver Spring, MD | November 13-14, 2012

Page 2: 1 Getting Equity Advocacy Results (GEAR) identifying and tracking the essential components of equity advocacy for policy change Knowledge for Equity Conference

Welcome

Your trainers:

• Victor Rubin, PhDVice President for [email protected]

• Jme McLean, MCP, MPHSenior [email protected]

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Page 3: 1 Getting Equity Advocacy Results (GEAR) identifying and tracking the essential components of equity advocacy for policy change Knowledge for Equity Conference

Session Objectives

In this training session, participants will:• Discover four essential components of

equity advocacy• Explore four major stages of an

equity campaign• Examine specific wins associated with

equity advocacy at each stage of a campaign• Identify various methods for planning, tracking,

and measuring success

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Page 4: 1 Getting Equity Advocacy Results (GEAR) identifying and tracking the essential components of equity advocacy for policy change Knowledge for Equity Conference

Definitions

“Equity means just and fair inclusion. The goals of equity must be to create conditions that allow all to reach their full potential. In short, equity creates a path from hope to change.”

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Page 5: 1 Getting Equity Advocacy Results (GEAR) identifying and tracking the essential components of equity advocacy for policy change Knowledge for Equity Conference

Definitions

Campaign• A campaign is the connected series of

activities and events designed to bring about policy change

Policy• Policy is a course or principle of action

adopted by a government, organization, or individual – formally or informally- to guide future actions or decisions

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Page 6: 1 Getting Equity Advocacy Results (GEAR) identifying and tracking the essential components of equity advocacy for policy change Knowledge for Equity Conference

Example: Health Reform

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Page 7: 1 Getting Equity Advocacy Results (GEAR) identifying and tracking the essential components of equity advocacy for policy change Knowledge for Equity Conference

Questions

• How can advocates tell, midcourse, if their campaign efforts are making an impact for equity?

• How can advocates elevate, motivate, and sustain their work, when political energies slow or external conditions obstruct planned strategy?

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Page 8: 1 Getting Equity Advocacy Results (GEAR) identifying and tracking the essential components of equity advocacy for policy change Knowledge for Equity Conference

Questions

• How do advocates justify their ongoing efforts to advance a campaign, when supporters and other contributors might focus solely on the adoption of a policy proposal?

• What approaches can advocates use to sharpen and refine their equity strategy as they go?

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Page 9: 1 Getting Equity Advocacy Results (GEAR) identifying and tracking the essential components of equity advocacy for policy change Knowledge for Equity Conference

GEAR Framework

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Getting Equity Advocacy Results

Page 10: 1 Getting Equity Advocacy Results (GEAR) identifying and tracking the essential components of equity advocacy for policy change Knowledge for Equity Conference

GEAR Framework

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Four essential, ongoing components of an equity campaign

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GEAR Framework

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Ongoing Organizing

assures that those closest to community challenges are central to seeking solutions and building power to bring them about.

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GEAR Framework

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Ongoing Capacity Building

involves strengthening the knowledge and skills of equity advocates and their organizations to effectively engage in efforts for change.

Page 13: 1 Getting Equity Advocacy Results (GEAR) identifying and tracking the essential components of equity advocacy for policy change Knowledge for Equity Conference

GEAR Framework

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Ongoing Research

is needed to inform every aspect of the advocacy process, from documenting conditions and soliciting community participation to assessing prospective solutions and projecting the impact of change.

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GEAR Framework

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Ongoing Communications

activities involve a range of tools to strategically disseminate ideas and information and to educate stakeholders and decision makers to advance equity.

Page 15: 1 Getting Equity Advocacy Results (GEAR) identifying and tracking the essential components of equity advocacy for policy change Knowledge for Equity Conference

GEAR Framework

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Four major stages of an equity campaign

Page 16: 1 Getting Equity Advocacy Results (GEAR) identifying and tracking the essential components of equity advocacy for policy change Knowledge for Equity Conference

GEAR Framework

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Get Ready: Build the Base

Engaged community residents, leaders, and organizations are the foundation of thriving communities. They are also at the base and in the leadership of efforts for equitable change.

Page 17: 1 Getting Equity Advocacy Results (GEAR) identifying and tracking the essential components of equity advocacy for policy change Knowledge for Equity Conference

GEAR Framework

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Get Set: Name and Framethe Equity SolutionsFinding a promising target for change requires understanding the problem and potential solutions, as well as the possible pathways to get there. Making plans to reach that target can require research, communications, and community engagement

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GEAR Framework

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Go: Move the Equity Proposal

Advancing equity advocacy requires applying the results of organizing, capacity building, research, and communications to a campaign.

Page 19: 1 Getting Equity Advocacy Results (GEAR) identifying and tracking the essential components of equity advocacy for policy change Knowledge for Equity Conference

GEAR Framework

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Grow: Build, Advance, and DefendA vision for equity can be achieved only when the interpretations, processes, and implementation of a proposal for change are carried through and critical components supporting equity are functioning.

Page 20: 1 Getting Equity Advocacy Results (GEAR) identifying and tracking the essential components of equity advocacy for policy change Knowledge for Equity Conference

GEAR Framework

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interconnected

Page 21: 1 Getting Equity Advocacy Results (GEAR) identifying and tracking the essential components of equity advocacy for policy change Knowledge for Equity Conference

Example: Health Reform

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Page 22: 1 Getting Equity Advocacy Results (GEAR) identifying and tracking the essential components of equity advocacy for policy change Knowledge for Equity Conference

Example: California Infrastructure

Community Equity Initiative(click for video)

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Page 23: 1 Getting Equity Advocacy Results (GEAR) identifying and tracking the essential components of equity advocacy for policy change Knowledge for Equity Conference

Example: California Infrastructure

Page 24: 1 Getting Equity Advocacy Results (GEAR) identifying and tracking the essential components of equity advocacy for policy change Knowledge for Equity Conference

A Closer Look: Results

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Get Ready: Build the Base

Issue Identification Community Visioning and Organizing Initial Power Analyses Planning the Advocacy Strategy

Page 25: 1 Getting Equity Advocacy Results (GEAR) identifying and tracking the essential components of equity advocacy for policy change Knowledge for Equity Conference

A Closer Look: Results

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Community Visioning and Organizing How central are the people most

impacted by the problem to creating a vision and plan for equitable change?

Page 26: 1 Getting Equity Advocacy Results (GEAR) identifying and tracking the essential components of equity advocacy for policy change Knowledge for Equity Conference

A Closer Look: Results

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Community Visioning and Organizing What supports are available to

sustain and strengthen an inclusive and ongoing organizing effort for change?

Page 27: 1 Getting Equity Advocacy Results (GEAR) identifying and tracking the essential components of equity advocacy for policy change Knowledge for Equity Conference

A Closer Look: Results

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Community Visioning and Organizing How does the leadership of the

collaborative demonstrate equity, and how well is that leadership supported?

Page 28: 1 Getting Equity Advocacy Results (GEAR) identifying and tracking the essential components of equity advocacy for policy change Knowledge for Equity Conference

A Closer Look: Results

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How central are the people most impacted by the problem to creating a vision and plan for equitable change?

BENCHMARK:The groups, communities, and people most affected by the problem identify it as a priority for change. Outreach strategies, capacity- building efforts, and information that is appropriate, available, and accessible (e.g., culturally, linguistically, and physically) to them may have furthered their understanding and engagement.

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Definitions

Benchmark• Benchmarks are points of reference

useful for making comparisons. They are typically set in advance to help track progress.

Indicator• Indicators are the specific, measurable

signs that a benchmark has been accomplished.

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Page 30: 1 Getting Equity Advocacy Results (GEAR) identifying and tracking the essential components of equity advocacy for policy change Knowledge for Equity Conference

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Planning, Tracking, and Measuring

Questions to answer:• Why assess?• What results matter most?• When to assess?• Who will assess?• How to track and assess?• What’s working?• What needs to change?

Page 31: 1 Getting Equity Advocacy Results (GEAR) identifying and tracking the essential components of equity advocacy for policy change Knowledge for Equity Conference

Planning, Tracking, and Measuring

• Strategies for tracking success in Unincorporated Communities?– Advisory Committee check-ins, planning and

checking based on framework and specific benchmarks

– Records captured in meeting minutes– Participatory activities: CBPR– Straw polls, quick surveys– Media reports: TV, radio, print news– Other reports: grant reports, issue reports

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Page 32: 1 Getting Equity Advocacy Results (GEAR) identifying and tracking the essential components of equity advocacy for policy change Knowledge for Equity Conference

Conclusion

• Policy advocacy for equity requires:– Time– Non-traditional partnerships– Expansive understanding of the variety of

equity results, and their connections to broader change

• Getting Equity Advocacy Results (GEAR) offers:– A common framework for understanding equity

campaigns– Benchmarks for planning and tracking success

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Page 33: 1 Getting Equity Advocacy Results (GEAR) identifying and tracking the essential components of equity advocacy for policy change Knowledge for Equity Conference

Further information

www.policylink.org/GEARnavigate the framework and interact with

the benchmarks at your own pacedownload GEAR materialsbrowse relevant resources

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Page 34: 1 Getting Equity Advocacy Results (GEAR) identifying and tracking the essential components of equity advocacy for policy change Knowledge for Equity Conference

Welcome

Your trainers:

• Victor Rubin, PhDVice President for [email protected]

• Jme McLean, MCP, MPHSenior [email protected]

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