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Poverty, Conservation and Biodiversity Godber Tumushabe Executive Director/Policy Analyst Advocates Coalition for Development and Environment STEPS TO EFFECTIVE ADVOCACY UPCLG Advocacy Capacity Building and Media Clinic Silver Springs Hotel, Kampala February 20-22, 2013

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Page 1: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Poverty, Conservation and Biodiversity

Godber Tumushabe Executive Director/Policy Analyst

Advocates Coalition for Development and Environment

STEPS TO EFFECTIVE ADVOCACY

UPCLG Advocacy Capacity Building and Media Clinic

Silver Springs Hotel, Kampala

February 20-22, 2013

Page 2: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

The Concept of Policy Advocacy

Advocacy is both a

science and an art;

As a science, successful

advocacy campaigns

require systematic

planning;

Planning for advocacy

involve, inter alia:

framing issues, setting

advocacy goals and

measurable objectives,

developing compelling

messages, etc

Page 3: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

The Concept of Advocacy

As an art, successful advocates:

are able to articulate issues in ways that inspire others and motivate them to take action;

Have a keen sense of timing & are able to recognize and act as opportunities present themselves;

Are skilled negotiators & consensus builders who look for opportunities to win modest but strategic policy gains while creating still other opportunities for larger victories;

Artful advocates incorporate creativity, style, and even humor in their advocacy events in order to draw public and media attention to their cause

Page 4: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Basic Steps in the Advocacy Process Identify the problem and set the

advocacy goal and objectives

Getting the facts

building support through coalitions

and networks.

Developing and advocacy strategy.

Communicating your message

Measuring success

Page 5: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Step 1: Identify the Problem & set the Goal and Objectives The problem

What is the problem?

Who is affected or is being hurt?

How widespread is the problem?

Who is benefiting from the status quo?

What can be done about the problem?

Why does it matter that the problem be

addressed?

Page 6: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Exercise 1: Identify the problem

5 discussion groups of five

persons each answer the above

questions.

One problem will be selected to

be used during the entire

training.

Step 1: Identify the Problem & set the Goal and Objectives

Page 7: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Step 1: Identify the Problem, Goal & set Objectives The advocacy goal:

A goal is a general statement of what

an advocacy campaign hopes to

achieve in the long-term;

On the other hand, the advocacy

objective describes short-term, specific,

measurable achievements that

contribute to the advocacy goal;

Page 8: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Step 1: Identify the Problem & set the Goal and Objectives The advocacy objective

What do you want to change?

Who will make the change; by how

much and by when?

Is the objective achievable?

Is the objective easy to

understand?

Does the objective have a clear

time frame that is realistic?

Page 9: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Criteria for setting an advocacy

objective Advocacy objective is the short-term target (1-3

years) and action steps to solve the identified

policy problem.

An advocacy objective aims to change the

policies, programs or positions of governments,

institutions or organizations.

Incremental activities will assist in reaching ones

advocacy objective.

The advocacy objective must focus on a specific

action that a decision maker can take.

Page 10: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Exercise 2: Identify the advocacy objective

Discussion groups to take the

identified problem and develop an

advocacy objective by answering

the following:

What do you want to change?

Who will make the change

By how much and by when

Step 1: Identify the Problem & set the Goal and Objectives

Page 11: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Step 2: Getting the Facts Fact-finding is a process of using research,

interviews, questionnaires, sampling, and other

techniques to collect information.

Collect information and data about the problem.

Use relevant facts to describe the issues to policy

and decision makers.

Data can be used to set advocacy objectives,

set advocacy targets, directly influence policy

makers, and inform the media and the public

about the importance of your advocacy

agenda.

Page 12: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Step 2: Getting the Facts Data can also be used to:

Support an existing advocacy position

Counter oppositional positions and arguments

Alter the perceptions about an issue or problem

Challenge deep-seated myth and assumptions

Confirm policy actions and interventions that

work

Reconsider strategies that work based on

evidence.

Page 13: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Qualitative Data Seeks to answer the reasons why

Uses small, purposive samples

Encourages in-depth probing

Enables the researcher to study selected

issues, cases, or events in depth and to gather

information through direct quotation,

interaction, and observation

Records participants’ emotions, language,

feelings, perceptions, attitudes, and what

motivates them

Focuses on process

Step 2: Getting the Facts

Page 14: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Qualitative Data

Examples:

Ethnography

Focus group

Observational studies

Key informant interviews

Intercept interviews

Step 2: Getting the Facts

Page 15: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Quantitative Data Seeks to establish how many and the

relationship between variables

Uses large, random samples

Allows for broad generalizations of findings to

larger populations

Documents how norms, skills beliefs, and

attitudes are linked to particular behaviors

Facilitates the use of statistics for aggregating,

summarizing, describing, and comparing data

Focuses on process

Step 2: Getting the Facts

Page 16: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Quantitative Data

Examples:

Sample surveys

Knowledge, Attitudes, Behaviors and

Beliefs (KABB) surveys

Baseline studies

Demographic health surveys

Census

Step 2: Getting the Facts

Page 17: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Exercise 3: Seek It Out

In groups of 5 identify a problem and objective.

Based on your problem and objective, where would

you access the data to find the facts?

Page 18: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Step 3

Identify Your Target

Audience

Page 19: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

The primary target audience includes the

decision makers who have the authority to

bring about the desired policy change;

The secondary target audience includes

persons who have access to and are able

to influence the primary audience;

Advocacy organizations must identify

individuals in the target audience, their

positions and relative power base and

determine whether they support/oppose or

are neutral to the issue

Step 3: Identify you target audience

Page 20: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Step 4

Building SUPPORT

through Coalition

Page 21: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Build Support for the Advocacy

Campaign Build a constituency for

the advocacy campaign;

The support could include

other NGOs, donors, civic

groups, professional

organizations, etc;

Talk to the various actors, organize meetings such

as seminars, advocacy

platforms and bilateral

discussions.

Page 22: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

What Makes Up A Coalition?

Groups of organizations and individuals working together to achieve changes

Members have at least one thing in common

Members work towards a common goal

Everyone belongs to one or more:

–Personal or professional

– Formal or informal

– Temporary or ongoing

Page 23: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Coalition Advantages . . . Enlarge your base of support

Protect members who may not be able to take

action alone

Pool existing resources

Increase financial and programmatic resources

Enhance the credibility and influence of

advocacy efforts

Help develop new leadership

Assist in individual and organizational networking

Page 24: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Coalition Challenges . . . Can take too much time away from regular tasks

May require you to compromise your position on

issues or tactics

Power is not always distributed equally among

coalition members

Individuals may not always get credit for their

work

If the coalition process breaks down it can harm

everyone’s advocacy by damaging members’

credibility

Page 25: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Forming the Coalition

How do you define the coalition?

What is the objective of the

coalition?

Which organizations or individuals

share the identified objective?

How many organizations would you

invite to help form the coalition?

What type of commitment are they

willing to make?

Page 26: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Coalition Structure How will decisions be made?

How will all members stay informed?

How will consensus be reached?

How will you maintain a balance of power?

How will conflicts be managed/resolved?

How will members develop a plan of action?

How will activities be coordinated?

How will tasks be assigned?

How will network activities be documented?

Page 27: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Assessing Membership Skills Facilitation Skills

Word Processing

Database Policy

Analysis

Fundraising

Management

Media

Training

Financial

Management

Public Speaking

Graphic Design

Legal/Regulatory

Issues

Grassroots Organizing

Languages Spoken

Page 28: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Organizations Assets Member/Organization

Resources

E mail

Computer

Fax

Copier

Printer

Scanner

Office Space

Meeting Room

Internet

Web Page

Vehicle

Membership List

Page 29: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Exercise 4: Mapping your SUPPORT

In small group discussions, map

out the key actors that you

would like to participate in your

campaign and the strength

each one of them brings into

the coalition.

Page 30: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Step 5

Making a PLAN

Page 31: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Making a PLAN What is the issue/problem?

What is your objective to address the

problem?

What are the facts about the problem?

What resources are needed?

Who are the decision-makers?

What are the places where decisions are

made?

What are the action steps?

Page 32: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Step 6

Communicating your

MESSAGE

Page 33: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Communicating your MESSAGE

What are the elements of an

effective message?

How do you create an effective

message?

How do you deliver an effective

message?

Page 34: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Elements of Message Content/ideas: central idea of the message.

– What is the main point you want to communicate to your audience?

Language: the words you choose for communicating your message.

– Is the language appropriate for your target audience?

Messenger/source: person or people delivering the

message.

– Is the messenger credible to your target audience?

Format/medium: the communication channel you choose for delivering the message.

– What is the most compelling format to reach your target

audience?

Page 35: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Characteristics of Effective Messages

Simple

Concise

Persuasive

Tone and language consistent with the message

and appropriate to the audience

Accurate and relevant fact

Important problem/issue

Simple and compelling story based on common

values

Page 36: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Non-Persuasive vs. Persuasive Communication

Non-Persuasive

Non-utilization of family planning among males is 49%

Of men who are not using family planning and do not intend to use it: 26% report they want

planning more children

10% report they lack knowledge

10% report disapproving of family planning

Persuasive

Almost half of all

men do not currently

use family planning

Almost half of those

men who are not

using family because

they want more

children, don’t know

about family

planning, or don’t

approve of family

planning

Page 37: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Delivering your MESSAGE Look for common ground

Win them over, don’t place blame

Link objective to social and economic

costs

Deliver a consistent message

Deliver through a variety of channels

over an extended period of time

Deliver through a credible source

Page 38: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Select Channels of Communication

Selection of the most appropriate

medium for advocacy messages

depends on the target audience.

The choice of medium varies for reaching

the general public, influencing decision

makers, educating the media, generating

support for the issue among like-minded

organizations/networks, etc.

Page 39: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Step 6: MEASURING Success

Page 40: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Defining Success Data Collection

– Data collection is an ongoing activity for the

duration of the advocacy campaign

Monitoring

– The process of routinely gathering information on all

aspects of an advocacy campaign and using the

information in network management and decision

making

Evaluation

– Evaluation can be thought of as an assessment at

a critical period or a process for looking at impacts

or achievements

Page 41: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Data Collection How did using data and research enhance your

effort?

Were data presented clearly and persuasively?

How could your presentation be improved?

Did your advocacy effort raise new research

questions?

Are more data needed to support your

advocacy objective?

– If so, are the data available elsewhere or do you

need to conduct the research?

Page 42: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Monitoring Progress How was your coalition successful in gaining

attention to the issue and building support for the advocacy objective?

Was information distributed to coalition members in a timely fashion?

How could information dissemination be improved?

Are there any unresolved conflicts in the coalition?

– How can these be addressed and resolved?

Is there a high level of cooperation and information exchange among coalition members?

Page 43: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Evaluation Accomplishment Questions:

– What key audiences did your message reach?

– Which messages worked and why?

– Which delivery formats worked well?

– Who provided media/press coverage?

Improvement Questions:

– Other audiences targeted to receive the message

– Did you alter ineffective messages? How?

– Are there other delivery formats that could be

used? Was the media helpful? Could relations be

improved?

Page 44: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

Sustaining the Coalition How could internal coalition relations be

enhanced?

Did the coalition gain or lose any members?

How can you enlist new members and/or

prevent members from leaving?

Does the coalition provide opportunities for

leadership development among members?

How was your network helpful to your

advocacy?

How can you expand your network?

Page 45: STEPS TO EFFECTIVE ADVOCACY · 2013. 9. 24. · Criteria for setting an advocacy objective Advocacy objective is the short-term target (1-3 years) and action steps to solve the identified

LET’S GO MAKE

CHANGE AND

CHANGE THE WORLD