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2011 shadow report training en

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2011 shadow report training en

  1. 1. FCA 2011 Shadow Reporting Training Workshop
  2. 2. Objectives <ul><li>Introduce 2011 FCA global shadow reporting plan </li></ul><ul><li>Instruct data gatherers in the research protocol and data gathering </li></ul><ul><li>Discuss national reporting plan </li></ul><ul><li>Develop tools for national campaign planning </li></ul>
  3. 3. Key Dates for 2011 Shadow Reporting <ul><li>March/April – selection of national partners </li></ul><ul><li>May – Online training for data collectors </li></ul><ul><li>June/July – data gathering and data entry </li></ul><ul><li>August – October – production of national reports and global report </li></ul><ul><li>October/November – Final editing and printing of national and global reports </li></ul><ul><li>October/November – release of national reports </li></ul><ul><li>November/December – release of global report </li></ul>
  4. 4. Global Shadow Report <ul><li>Key is to have data that is harmonized, defensible and repeatable over time and across countries </li></ul><ul><li>Goal is to point to Parties that have failed to implement the FCTC, highlight exemplary models, and identify challenges and barriers to effective implementation </li></ul>
  5. 5. Global report foci <ul><li>Article 13 (Advertising) – observational data gathered in-country </li></ul><ul><li>Article 11 (warning labels ) – will include pack pictures </li></ul><ul><li>Article 8 – update based on secondary data </li></ul><ul><li>Article 6 – data on cigarette affordability </li></ul><ul><li>Article 5.3 – In-depth qualitative data </li></ul>
  6. 6. How the data will be gathered <ul><li>Rely on national NGO partners with knowledge of TC situation </li></ul><ul><li>Reporters will follow a research protocol to ensure harmonization of data </li></ul><ul><li>Data will be submitted via worksheets to FCA staff who will enter into database </li></ul>
  7. 7. Expectations for data gatherers <ul><li>Conduct observational data gathering on Arts. 5.3, 6 & 13 using research Protocol </li></ul><ul><li>Act as reference for limited questions on other Articles; </li></ul><ul><li>Check official Party reports for obvious errors or omissions on the five covered Articles; and </li></ul><ul><li>Be willing to help update information in future years. </li></ul>
  8. 8. Observational data for Art. 13 <ul><li>Not meant to be exhaustive </li></ul><ul><li>A “spot check” of compliance and enforcement </li></ul><ul><li>Focus is on concrete, observable violations of regulations that should be included in a comprehensive ban on advertising, promotion and sponsorship </li></ul>
  9. 9. Article 13 observational data <ul><li>Point of Sale (POS) advertising </li></ul><ul><li>Outdoor advertising </li></ul><ul><li>Print media advertising </li></ul>
  10. 10. Observational Data questions <ul><li>If there is a comprehensive advertising ban in place, did you observe violations such as: </li></ul><ul><li>Outdoor advertising (billboards, posters, etc.)? Y/N; if Y, include photos with time, date, place, and type of violation </li></ul><ul><ul><li>Accomplished through set walking tours and visual observation </li></ul></ul>
  11. 11. <ul><li>Point of sale advertising. Y/N. If Y, how many violations were observed? (# out of 30)(if >0, include photos with time, date, place, type of violation) </li></ul><ul><ul><li>Accomplished through walking tours and entering/viewing a set number of points of sale </li></ul></ul>
  12. 12. <ul><li>Advertisements in print media (magazines, newspapers, etc.) Y/N; if Y, include photos with date, name of media, type of violation </li></ul><ul><ul><li>Media to include: </li></ul></ul><ul><ul><ul><li>High circulation daily newspaper (for one week) </li></ul></ul></ul><ul><ul><ul><li>Local daily newspaper (for one week) </li></ul></ul></ul><ul><ul><ul><li>Youth-oriented weekly magazine </li></ul></ul></ul><ul><ul><ul><li>Commonly-read weekly magazine </li></ul></ul></ul>
  13. 13. Types of points of sale may include <ul><li>Street vendor or kiosk </li></ul><ul><li>Pharmacy/drug store </li></ul><ul><li>Gas station </li></ul><ul><li>Convenience store </li></ul><ul><li>Grocery or market </li></ul><ul><li>Liquor store </li></ul><ul><li>Tobacco store </li></ul>
  14. 14. Summary of methodology for observational data gathering <ul><li>Determining data gathering zones for point-of-sale and outdoor advertising (Art. 13) and cigarette purchases (Art. 6) </li></ul><ul><ul><li>Includes three zones </li></ul></ul><ul><ul><ul><li>Large city/capital </li></ul></ul></ul><ul><ul><ul><li>Medium city </li></ul></ul></ul><ul><ul><ul><li>Town or small city </li></ul></ul></ul><ul><ul><ul><li>Each should include commercial or mixed commercial/residential areas with concentration of tobacco vendors </li></ul></ul></ul>
  15. 16. Walking tours <ul><li>Work in teams of two persons, with camera </li></ul><ul><ul><li>Careful notation of places and times </li></ul></ul><ul><li>Covers POS advertising, outdoor advertising and cigarette purchases </li></ul><ul><ul><li>Any POS advertising should be photographed (one per venue is sufficient) </li></ul></ul><ul><ul><li>Any outdoor advertising should be photographed </li></ul></ul><ul><ul><li>Cigarette packages and sticks should be purchased according to the “Protocol for Observational Data Gathering” </li></ul></ul><ul><ul><ul><li>Note that if informal (i.e., street vendor) venues are common in your country, they should be included in cigarette purchases </li></ul></ul></ul>
  16. 17. Print media <ul><li>Requires daily search for one week </li></ul><ul><ul><ul><li>High circulation daily newspaper (for one week) </li></ul></ul></ul><ul><ul><ul><li>Local daily newspaper (for one week) </li></ul></ul></ul><ul><ul><ul><li>Youth-oriented weekly magazine </li></ul></ul></ul><ul><ul><ul><li>Commonly-read weekly magazine </li></ul></ul></ul>
  17. 18. Print advertising can include: <ul><li>Promotions </li></ul><ul><ul><li>Lotteries, awards, competitions, loyalty programs </li></ul></ul><ul><ul><li>CSR activities </li></ul></ul><ul><ul><li>Use of corporate names or logos even without directly promoting a brand </li></ul></ul><ul><ul><li>Non-tobacco products with brand logos, colors, etc. </li></ul></ul><ul><li>Sponsorships </li></ul><ul><ul><li>Sports, entertainment, cultural events </li></ul></ul>
  18. 19. Article 5.3 <ul><li>Please follow instructions in the research methodology, and answer the questionnaire </li></ul><ul><li>This section is less quantitative than the other Articles, and the answers will be less harmonized </li></ul><ul><li>As you research answers for Article 5.3, feel free to bring questions to your regional coordinator or the shadow report staff </li></ul>
  19. 20. Worksheets <ul><li>When all information is gathered, fill out and return the three worksheets (attached to research methodology) along with photo files to [email_address] . </li></ul><ul><li>If you experience difficulty emailing large files, contact us at the above email address to arrange an alternative method. </li></ul>
  20. 21. Additional information for global report <ul><li>Global report will include updates on Articles 8 and 11, which are being researched centrally using secondary data </li></ul><ul><li>Reporters may be asked to fill in “gaps” in knowledge; this should not require legal or field research. </li></ul>
  21. 22. National Reports Plan
  22. 23. National reports <ul><li>In 2011, FCA will fund approximately 10 national reports from among the Parties represented in the global report </li></ul><ul><ul><li>More reports are possible with leveraged funding </li></ul></ul>
  23. 24. Choosing partners for National Reports <ul><li>NGO partners will submit application, including strategic vision and campaign plan </li></ul><ul><li>Decisions will be made based on: </li></ul><ul><ul><li>Potential impact of national report </li></ul></ul><ul><ul><li>Capacity of NGO partner </li></ul></ul><ul><ul><li>Synergy between national, regional and global strategies </li></ul></ul>
  24. 25. National reports: <ul><li>Will be owned and branded by national partners </li></ul><ul><li>May go beyond Articles covered in global report </li></ul><ul><li>Will be part of a campaign and media plan </li></ul><ul><li>Are meant as advocacy tools for the Party and region </li></ul>
  25. 26. National report parameters <ul><li>Where national and global data do overlap, aim is for comparability </li></ul><ul><li>If possible, reports should be tied to regional strategies </li></ul><ul><li>Reports should look to the future, so that data is comparable and trends can be shown </li></ul>
  26. 27. Purposes of national reports (from FCA perspective) <ul><li>Improve quality of official reports (“Somebody is watching”) </li></ul><ul><li>Increase knowledge of FCTC among decision-makers, media, public </li></ul><ul><li>Advance global FCTC-related objectives </li></ul><ul><li>Advance national/regional advocacy </li></ul><ul><li>NGO capacity building </li></ul>
  27. 28. How do people read reports? <ul><li>A small number read through in detail (who?) </li></ul><ul><li>Some read only executive summary, skim for things that support their views </li></ul><ul><li>Some skim, looking for conflict or criticism of government </li></ul><ul><li>Don’t start planning report without deciding what you want to achieve! </li></ul>
  28. 29. Examples of report objectives <ul><li>Get an extra media event in an ongoing campaign for specific legislation (e.g. smoke-free / Art. 8) </li></ul><ul><li>Introduce a new campaign for a specific measure (e.g. picture-based warnings on packs) </li></ul><ul><li>Campaign for omnibus FCTC implementation bill (Art. 8, 11, 13 etc.) </li></ul><ul><li>Celebrate victory (e.g. one year since ad ban came into effect </li></ul><ul><li>Highlight tobacco industry influence </li></ul><ul><li>Get more money for tobacco control (by highlighting insufficient budget) </li></ul><ul><li>Help broaden the tobacco control alliance (e.g. talk about tobacco taxation and the things it could be used for </li></ul>
  29. 30. Questions for candidates for national reports <ul><li>What do you hope to achieve by releasing a report on your country’s compliance with FCTC? </li></ul><ul><li>Example: Fictivia has made a lot of progress on smoke-free, but still allows tobacco advertising on billboards and in magazines – the government claims (inaccurately) that an advertising ban would violate trade agreements. The report will attract media attention to need and feasibility of a comprehensive ban. </li></ul>
  30. 31. Questions for candidates for national reports (cont.) <ul><li>2. Which article(s) of the FCTC do you expect to focus on? Why is this appropriate in your country’s political context? </li></ul><ul><li>Example: Art. 13, emphasizing that important trading partners of Fictivia have implemented complete advertising bans and not faced trade challenges. The govt. of Fictivia has been widely criticized for ignoring international treaty obligations, in particular by the country’s politically active legal community. </li></ul>
  31. 32. Questions for candidates for national reports (cont.) <ul><li>3. What is your primary target audience? Why? </li></ul><ul><li>Example: Those with a particular concern about the rule of law – lawyers, judges, academics etc. The Fictivia Democratic Front (FDF) is expected to win the upcoming elections in December, ousting the present military-dominated Fictivia National Party, and we are trying to get tobacco control on the FDF’s agenda. </li></ul><ul><li>There is also widespread public outrage about corruption, so it is important for us to frame Art. 13 non-compliance as a corruption issue. BAT has been one of the main source of political financing for the present Prime Minister. </li></ul>
  32. 33. Questions for candidates for national reports (cont.) <ul><li>4. Who are the most appropriate messengers? How will you make sure they are involved? </li></ul><ul><li>Example: We have formed a Coalition to Protect Children from the Tobacco Industry, with prominent endorsers from the country’s most prestigious law school, the medical community, human rights organizations and women’s groups. Our legal arguments require credibility to have an impact; physicians have high prestige and our spokesperson, Dr Smartguy, is a well-known figure in the media; human rights organizations have good access to the likely future Minister of Justice, and women’s groups are seen as credible on child protection issues and are an important part of the FDF base, particularly in rural areas. </li></ul>
  33. 34. Questions <ul><li>What do you hope to achieve by releasing a report on your country’s compliance with FCTC? </li></ul><ul><li>Which article(s) of the FCTC do you expect to focus on? Why is this appropriate in your country’s political context? </li></ul><ul><li>What is your primary target audience? Why? </li></ul><ul><li>Who are the most appropriate messengers? How will you make sure they are involved? </li></ul>
  34. 35. FCA technical support <ul><li>Technical assistance will be available, including: </li></ul><ul><ul><li>Data collection </li></ul></ul><ul><ul><li>Data output </li></ul></ul><ul><ul><li>Report preparation </li></ul></ul><ul><ul><li>Campaign planning </li></ul></ul><ul><ul><li>Media planning </li></ul></ul><ul><ul><li>Best practice examples </li></ul></ul>
  35. 36. Direct technical support <ul><li>Primary point of contact is FCA Regional Coordinator, who will channel technical assistance requests to proper expert. </li></ul><ul><li>FCA shadow report Program Manager, Campaign Director and Communications Director will be available to provide technical assistance </li></ul>
  36. 37. Contact information <ul><li>Chris Bostic </li></ul><ul><li>[email_address] </li></ul><ul><li>1-202-413-0069 </li></ul><ul><li>Annie Singkouson </li></ul><ul><li>[email_address] </li></ul><ul><li>1-202-503-2123 </li></ul>
  37. 38. Evaluation <ul><li>Vital to national reports program </li></ul><ul><li>Experiences should feed into program </li></ul><ul><li>Grant recipients expected to make evaluation part of overall plan </li></ul><ul><li>Should include media and policy outcomes, barriers, successes, suggestions </li></ul>

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