Public  Policy  Advocacy For  Social  Change[1]
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Public Policy Advocacy For Social Change[1] Presentation Transcript

  • 1. Public Policy Advocacy for Social Change
    • “ Never doubt that a small group of thoughtful, committed citizens can change the world. Indeed, it is the only thing that ever has.”
    • Margaret Mead
  • 2. What is Advocacy?
    • Speaking, writing, or acting in support of a cause
    • Using a variety of organized tactics to achieve a public policy goal
    • Demanding a change to benefit the lives of many
  • 3. Advocacy:
    • Asks something of others
    • Puts the demands of people into systems
    • Deals with issues and conflicts
    • Involves people
    • Creates a space for public discussion
    • Finds solutions to problems
  • 4. Focus for Advocacy
    • The Legislature
    • The Executive
    • Regulatory Agencies
    • The Judiciary
  • 5. Social Justice Advocacy
    • Challenging power
    • Assuming risks
    • Telling stories
    • Involving those affected
    • Offering alternatives
    • Principles vs. compromise
    • Balancing the scales of justice and equity
    • Holding ourselves accountable
  • 6. Vision, Mission, and Goals
    • Vision - Your picture of the ideal situation
    • Mission – What your organization will do to get there
    • Goals – Significant steps toward the vision
    • Objectives – The means to accomplish the goals
    • Action Steps – Concrete steps to achieve the objectives
  • 7. How Change Happens
    • “ Power concedes nothing without a demand. It never has and it never will.”
    • - Frederick Douglas
  • 8. Stages of Change
    • Denial of the need for change
    • Resistance to change
    • Exploration of the change
    • Managing the change
    • Collaboration
    • Compromise
    • Maintaining momentum
  • 9. Change Agents
    • Understand context, barriers to change, and stages of change
    • Listen
    • Respond
    • Advocate
    • Pursue change
    • Intervene at the systems level
    • Team with others
    • Facilitate
  • 10. Strategic Planning Process
    • Set ground rules
    • Ask all questions
    • Share experiences and opinions
    • Leave space for others
    • Be informal and relax
    • All opinions count
    • Keep it simple
    • Brainstorm
    • Small group
    • Accept all ideas without debate
    • Facilitate if necessary
  • 11. Strategic Planning Questions
    • What do you want?
      • Process goals
      • Content goals
    • Who can deliver it?
      • Formal authority
      • Influence
    • What message(s) do they need to hear?
      • Public interest
      • Self-interest
  • 12. Strategic Planning Questions
    • Who do they need to hear it from?
      • Expert voices
      • Authentic voices
    • How do we get them to hear it?
      • Persuasion
      • Pressure
  • 13. Strategic Planning Questions
    • What do we have to build on?
      • Leadership
      • Supporters
      • Information
      • Resources
      • Tools
      • Access
      • Messages
    • What do we need to develop?
  • 14. Strategic Planning Questions
    • How do we begin?
      • Big enough to matter
      • Small enough to win
    • How do we know it’s working?
      • Implemented plan?
      • Increased engagement?
      • Improvements?
    • Where do we go from here?
  • 15. Information and Research
    • Knowledge will forever govern ignorance
    • Know the most about your issue
    • Find as many sources of information as possible
    • Research arguments for and against
    • Know who supports and who opposes
    • Conduct surveys and opinion polls
    • Use a survey to inform and educate
  • 16. Why do people get involved?
    • They believe the issue is important to them and their family
    • They believe they have something to contribute
    • They believe that they will be listened to and their contributions respected
    • They believe that their participation will make a difference
  • 17. How do people stay involved?
    • Multiple opportunities for participation, from a small contribution of time to progressively larger contributions of time and effort
    • The level of participation varies depending on life circumstances.
  • 18. Staying Involved
    • Constituent receive sufficient advance notice.
    • Constituent participation is facilitated:
      • Child care
      • Transportation
      • Dinner
      • Education & information
  • 19. Staying Involved
    • Constituents are listened to; their ideas are supported and respected.
    • Constituents do not experience retribution as a result of their participation.
  • 20. Staying Involved
    • Their participation has an impact – it makes an appreciable difference.
    • Their participation is appreciated; that appreciation is acknowledged.
  • 21. Opportunities to Participate in Advocacy
    • Tell their stories verbally to an advocate & give permission to share
    • Tell their stories verbally within a small group (focus group)
    • Tell their stories verbally to policymakers (at public hearing, meeting with monitors, at their school or district forum, etc.)
  • 22. Participation Opportunities
    • Share their stories in writing through:
      • Letter to the state
      • Letter to the editor
      • Letter to the monitors
      • Letter to an advocate with permission to disclose
  • 23. Participation Opportunities
    • Reach out to encourage other constituent participation
    • Assist in collection of documentation
    • Assist in analysis of information
    • Assist in information dissemination
  • 24. Participation Opportunities
    • Serve as co-trainers
    • Serve as members of task forces and committees
    • Facilitate public forums
    • Serve as members of monitoring teams
  • 25. Preparation for Participation
    • Offer trainings, developed jointly with constituents & advocates
    • Develop & disseminate informative, useful materials
    • Meet and talk with constituents, sharing information, listening carefully to their strengths, needs & concerns
  • 26. Demonstrate constituent independence & contribution .
    • Develop a plan to identify a diverse, representative group of constituents
    • During & after meetings, specifically recognize the value of the constituent’s participation
    • Recognize individual constituent strengths while respecting differing methods of coping & adjustment
  • 27. Provide constituent-identified supports to assist participation.
    • Provide convenient meeting times & locations.
    • Compensate constituents for time, expertise & expenses.
    • Clearly identify someone to be the primary contact for reimbursement & other issues; timely reimbursement & contacts are essential
  • 28. Provide constituent-identified supports
    • Provide direct staff support, stipends, travel expenses, & childcare
    • Identify these supports in RFPs, grants, & policies
    • Provide complete, appropriate information prior to meetings in a timely manner
    • Match veteran members with inexperienced ones to support new members & share ideas
  • 29. Provide constituent-identified supports
    • Recognize that some constituents may require more and different kinds of support than others
    • Encourage and facilitate constituent-to-constituent support and networking
  • 30. Provide formal orientation & information
    • Provide orientations about the issues, participants & process.
    • Provide informational support for constituents to participate as equal partners on a “level playing field”
    • Provide technical assistance, leadership mentoring, training, & other leadership training
  • 31. Ensure diversity among constituents
    • Honor the racial, ethnic, cultural, & socioeconomic diversity of families.
    • Provide all materials in the constituent’s preferred language.
    • Recruit broadly from the community and the target population.
    • Bring in new constituents.
  • 32. Ensure diversity
    • Adapt collaborative models to diverse cultures. Manage changing distribution of power & responsibility.
    • Incorporate principles of collaboration into professional education.
  • 33. Ensure diversity
    • Ensure broad representation among groups based on the communities in question.
    • Be particularly careful to include members of traditionally underserved groups.
    • Avoid any appearance of tokenism.
  • 34. Be ready to hear what constituents say.
    • Encourage and support constituents to find their voice.
    • Ensure that member perspectives are not considered a separate component of the policy-making process, but are infused throughout.
    • Always consider an individual constituent’s story as valid.
  • 35. Respect the passion constituents have for change.
    • Support staff in developing an understanding of the value of constituent participation.
    • Provide clear information about your goals and how constituent input and participation fits in.
    • Balance membership between constituents and advocates.
    • Consider shared leadership – co-chairs
  • 36. Remember:
    • Empowering families to participate in advocacy for their children, their community, the larger society, is its own victory, regardless of the specific outcome of any particular effort .
    • Democracy is not a spectator sport!
  • 37. Outreach Strategies
    • Door-knocking
    • Welfare office, food pantry, school
    • Organizational media
    • Community media
    • Mass media
    • “ Mediating institutions”
    • Public forums
  • 38. Mobilization
    • Moving from spectators to participants
    • Turning opinions into actions
      • Making a phone call
      • Sending a fax or e-mail
      • Writing a letter
      • Visiting a policymaker
      • Demonstration, march, sit-in
  • 39. Mobilization Steps
    • Present information:
      • Your cause
      • The activity or event
      • Why it’s important
    • Outreach to constituents & allies
      • Phone, fax, e-mail, mail
      • One-on-one
      • Other organizations
    • Orientation
    • Needed supports for participation
  • 40. Action Alert Network
    • Develop & maintain Action Alert list
    • Monitor key policy developments
    • Summarize key points, pros and cons, actions
    • Mail, e-mail, fax, call to alert network
    • Maintain copies of action responses
  • 41. Organizing vs. Mobilizing
    • Mobilizing
      • Shorter-term
      • For particular action
      • Less time commitment
    • Organizing
      • Longer-term, for the long haul
      • More involved in decision-making
      • Greater time commitment
  • 42. Leadership
    • Inspire and help people work toward a goal
    • Can be shared
    • Differing roles:
      • Visionaries
      • Strategists
      • Historians
      • Resource mobilizers
      • Statespersons
      • Communicators
      • Outside sparkplugs
      • Inside negotiators
      • Generalists
  • 43. Key Leadership Qualities
    • Effective communicators
    • Good listeners
    • Develop team spirit & cohesiveness
    • Understanding & aware
    • Recognize accomplishments
    • Constructive criticism
    • Encourage & motivate
    • Facilitate resolution of disputes
    • Delegate & build others
    • Accept responsibility, take initiative
    • Offer help, information
    • Ask for help
    • Make things happen, but don’t have to be the center of attention
  • 44. Leaders Problem-Solve
    • State problem simply & clearly
    • Gather & organize relevant info & resources
    • List potential solutions
    • Evaluate each one
    • Select the best one
    • Design a plan to use
    • Evaluate outcomes & readjust when needed
  • 45. Leaders Know Themselves
    • Who am I?
    • What am I doing here
    • What are my:
      • Goals, purposes
      • Expectations
      • Motivations?
    • What strengths & challenges do I bring?
    • How can I best use my leadership skills?
    • How can I make space for others?
  • 46. Leadership Development
    • Individual advocacy
    • Peer advocacy
    • Public policy advocacy
  • 47. Advocacy Leadership Knowledge
    • Laws & regulations
    • How institutions work
    • Key decision-makers
    • Formal & informal decision-making
    • Facts; current status
    • Barriers & solutions
    • Qualities of effective systems
    • Existing resources
  • 48. Advocacy Leadership Skills
    • Empathy
    • Listening
    • Written & oral communication
    • Critical reading & thinking
    • Collaboration
    • Consensus-building
    • Problem-solving
    • Conflict resolution
    • Strategic planning
    • Growing leadership
  • 49. How Policies are Made
    • Legislature/laws:
      • Introduced
      • Referred to committee
      • Considered by committee
      • Hearing/public comment
      • Reported out with amendments/changes
      • Passed by one house
      • Referred to next house
      • Passed by 2 nd house
      • Goes to Governor
  • 50. How Policies Are Made
    • Executive/Governor:
      • Signs into law as is
      • Conditionally veto (return for specific changes)
      • Veto (overridden by supermajority of both houses)
      • Pocket veto within last 45 days of session
  • 51. How Policies Are Made
    • Regulations:
      • Draft regulations based on law
      • Publish in Federal or State Register
      • Public comment/public hearing
      • Respond to comments
      • Make revisions
      • Publish in Register
      • Go into effect
      • Implemented by agency
  • 52. Reaching Policymakers
    • Call * Write * Visit
      • Brief and to the point
      • Stick to one subject
      • Identify yourself
      • How will you and others be affected?
      • Be clear about what you want
      • Be accurate & specific
      • Be polite & positive
      • Offer your help
      • Follow up!
  • 53. Reaching the Grassroots
    • Call * Write * Visit
      • Letter sent to a legislator can be a letter to the editor
      • Message on a legislator’s message machine can be called in to radio talk show
      • Testimony at hearing can be presented at church, PTA, community group meeting
  • 54. Phone Calls, E-Mail, Faxes
    • Ask to speak to the legislator or aide
    • Note your legislative district
    • Give bill # & name
    • Explain why the issue is important to you
    • Jot down speaking points in advance
    • Write notes on your conversation
    • Follow up!
  • 55. Letters and Postcards
    • Handwritten neatly or typed
    • Use own words
    • Personalize
    • Be brief
    • Stick to key point(s)
    • Avoid form letters
    • Develop sample letters with messages
    • Identify yourself
    • Use bill # & title
    • Be timely
    • Follow up!
  • 56. Effective Advocacy Writing
    • Be clear about what you want to say and how it will be heard
    • Be careful about your tone
    • Understand that communication is filtered and may be blocked
    • Communication is never value-free
  • 57. Purpose of Advocacy Writing
    • Share facts
    • Guide reader to a clear understanding of issue
    • Persuade/convince reader to think the way you do
    • Persuade/convince reader to act the way you want them to
  • 58. Types of Advocacy Writing
    • Op-Ed piece
    • Letter to editor
    • Press advisory/release
    • Letter to policymaker
    • Letter of complaint
    • Public testimony
    • Investigative report
    • Letters to inform & mobilize others
    • Activity notices
  • 59. Questions of Advocacy Writing
    • Who is the audience?
    • What is the issue & message?
    • When can you convey the message?
    • Where can you convey the message?
    • Why are you writing?
    • How can you most effectively convey your message?
  • 60. Advocacy Writing “Tricks”
    • Challenge with a thought-provoking question
    • Open with quotation
    • Offer a sip of your conclusion
    • List all main points
    • Dramatic or eye-opening statement
    • Use an angle your readers haven’t seen
  • 61. Advocacy Writing Tips
    • Keep it short & simple
    • Watch punctuation, spelling & organization Know intended recipients
    • Have a clear goal
    • Understand the context
    • Catch them in the beginning
    • Summarize/introduce, explain, summarize/conclude
    • Communication is a process
    • Have someone review your work
  • 62. Testifying – In advance
    • Monitor Federal and State Register
    • Mobilize authentic & expert voices
    • Mobilize diverse constituencies
    • Call to request time
    • Find out how much time and how many copies to bring
  • 63. Writing Testimony
    • Be brief & concise
    • Written is longer than oral
    • Have a purpose
    • Identify yourself
    • State position, reasoning, and request
    • Personalize
    • Use your own words
    • Be substantive & give examples
    • Single space for them, double space for you
    • Make extra copies
    • Practice presentation & rehearse questions!
  • 64. Presenting Testimony
    • Dress properly
    • Arrive early
    • Be prepared to shorten testimony
    • Relax
    • Speak slowly & clearly
    • Avoid monotone
    • Look up, make eye contact
    • No disparaging remarks
    • Thank them for the opportunity
  • 65. Speaking in Public
    • Prepare content and delivery
    • Know your audience and tailor to them
    • Emphasize key points
    • Establish eye contact
    • Use visual aids
    • Be brief
    • Leave your opponent with dignity intact
  • 66. Meeting with Elected Officials
    • Speak up
    • Be part of a group
    • Go with someone who has experience
    • Don’t be afraid
    • Don’t lie if you don’t know
    • Practice helps; role play beforehand!
    • Be yourself
  • 67. Preparing for Legislative Visits
    • Decide who you will visit.
    • Establish agenda & goals.
    • Plan your visit.
    • Determine group composition.
    • Listen well.
  • 68. Preparing for Legislative Visits
    • Be prepared, but don’t feel everyone has to be an expert.
    • Don’t get intimidated or frustrated.
    • Be on time, and don’t stay too long.
    • Build a relationship.
    • Follow up!
  • 69. IRS Rules for Non-Profits
    • No supporting or opposing candidates
      • Can do candidate surveys & disseminate results
    • Limits on lobbying
      • No appreciable amount
      • IRS election: 20%
      • Funder restrictions
    • Lobbying involves specific legislation
    • Regulatory advocacy is not lobbying
  • 70. Regulatory Advocacy
    • Determine agency with jurisdiction
    • Identify responsible party within agency
    • Develop relationships
    • Know relevant law governing regulations (Administrative Procedures Act)
    • Monitor media, State & Federal Registers
  • 71. Regulatory Advocacy
    • Develop a plan
      • Comments on draft
      • Responsibilities
      • Potential opposition
      • Compromises
    • Develop coalitions
    • Get broad endorsement
    • Use legislative oversight
    • Mobilize grassroots
  • 72. Grassroots & Media Advocacy
    • Communicate
      • Own constituency
      • Own supporters
      • Potential Allies
      • General public
    • Use media
      • Your media
      • Grassroots media
      • Community papers, radio, & public access TV
      • Mass media
  • 73. Coalition Advocacy
    • Builds support
    • Combines power & resources
    • Reduces competition for funding & support
    • More efficient
    • Provides support & expertise to smaller groups
    • Strength in numbers
    • Strength in diversity
    • Broadened skills & expertise
  • 74. Coalition Advocacy
    • Need clarity of goals and how they fit with each organization
    • Clear decision-making processes
    • Strong communications plans
    • Ensure all contribute, have a say, and get credit
    • Conflict resolution mechanisms
  • 75. Questions for Coalitions
    • Temporary or permanent?
    • Agreed on issues?
    • Differences among groups?
    • Gifts of each?
    • Stuff to give up?
    • Stuff to gain?
    • Anticipated conflicts & compromises?
    • Strategies to address?
  • 76. Leadership/ Maintaining a Strong Organization
    • Intense dedication to improving outcomes for substantial numbers
    • High commitment to maintenance activities:
      • Define responsibilities
      • Good communication
      • Clear decision-making
      • Sufficient funding
  • 77. Effective Strategies Shape Action
    • Ongoing:
      • Planning
      • Implementation
      • Evaluation
      • Revision of plan
    • Persistent focus on key systems & central issues
    • Understand specific changes needed
    • Bring about changes
    • Monitor implementation to make sure improvements take place
  • 78. Information
    • Document problems and solutions
    • Develop accurate “map” of systems – how they work, who’s important, relationships
      • Formal
      • Informal
    • Know how other groups have solved problems
  • 79. Building Support
    • Use media to communicate views and mobilize others
    • Develop support networks
    • Build well-organized, committed constituency capable of mobilizing substantial political power
  • 80. Intervention
    • Multiple levels
    • Multiple tactics
      • Negotiations
      • Demonstrations
      • Filing complaints
      • Testifying
      • Writing, calling, visiting
    • Continue direct pressure
    • Persistence!