This document provides an overview of a workshop on converting research into advocacy. It includes information on advocacy strategies and formats, case studies, and exercises. Research tools used by grantees are summarized, including interviews, focus groups, and surveys. Key skills for using research for advocacy are identified, such as analyzing situations, identifying targets, and developing advocacy plans. Organizational capacity for research and advocacy is assessed. The purpose and definitions of advocacy are outlined. Steps for advocacy strategy formulation are presented, including selecting issues and understanding stakeholders. The document provides examples of advocacy at different levels from village to national.
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Converting research into advocacy from Ilm Ideas on Slide Share
1. Baela Raza Jamil
June 4, 2014
Converting Research into Advocacy
Voice & Accountability Capacity
Building Workshop
2. From Research to Advocacy – Session Flow
Part I
•Grantees Profile and
Needs
•Advocacy – Meaning/
Strategies/Formats
•Case of ASER Pakistan
Part II
•Introduction to the Case
Study
•Exercise
3. Research tools used most often
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14
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11
5
8
6
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3
3
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4
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2
1 4
3
1 2
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2
0
4
8
12
16
20
Focus
Groups
Interviews case studies Secondary
analysis of
data
Statistical
models
HH Surveys School level
survey
Others
Qualitative Research Quantitative Research
1 2 3 4 5
16 Grantees
National 16
Provincial 10
District 10
UC 08
4. Priority skills required Using Research for
Advocacy- Impact
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12
14
14
15
15
15
17
0 2 4 6 8 10 12 14 16 18
Power analysis
Analysis of the situation
Identifying advocacy targets and influential
Setting clear advocacy goals
Developing and advocacy plan
Identifying appropriate level of engagement
Selecting/gathering evidence
Planning for Sustainability of Impact
5. Organizational Capacity – Research &
Advocacy
11
10
7
0
4
8
12
16
20
Report Writing Identifying
priority research
questions
Use of data
Analysis Software
& Systems
Highest Capcity Medium Capcity Lowest Capcity
15
9
4
0
4
8
12
16
20
Analysis of the
situation
Planning for
sustainability of
impact
Power Analysis
High Medium Low
RESEARCH ADVOCACY
6. Purposeful
ADVOCACY
Social discontent
Evidence Based
Awareness
Call to
Action
ASKS
Differentiated
By Target Groups
Policy Change &
Implementation
Research CSOs/
Think Tanks
Grassroots
District
Prov. Nat’l
From Discontent to Research to Advocacy for
Change, Rights & Public Good
Change for
Rights &
Public Good
Education
Entitlement
Challenges
Entry points
7. What is Advocacy ? (Intrac 2008)
Advocacy is :
speaking up, drawing
attention to an
important issue and
directing decision
makers towards a
solution-
rights based activism
Advocacy describes a method or approach to:
• Change policies and practices
• Reform institutions
• Alter power relations
• Change attitudes and behaviors
• Give project work greater impact
“Advocacy can be defined as action aimed at changing the policies, position and programmes of
governments, institutions or organisations involving an organised, systematic influencing process
on matters of public interest. In addition, advocacy can be a social change process affecting
attitudes, social relationship and power relations, which strengthens civil society and opens up
democratic spaces.”
(working for change in Education – A handbook for planning advocacy, Save the Children Fund, UK
8. Advocacy Strategic Planning Model
Research
Issues/
Problems
Goals/
Objectives
Strategy Development
•Coalition building
•Networking
•Institution building
•Sensitization.. Etc.
OutputsOutcomes Pre-testing &
Piloting
Implemen
tation
Impact
Evaluation
Monitoring
9. Key steps for strategy formulation
Identification and analysis of advocacy issues
Identification and analysis of stakeholders
Formulation of measurable objectives
Developing core advocacy messages
Developing the strategy ( approaches, techniques, messages and materials)
Developing advocacy action plan
Planning monitoring and evaluation
10. Issue selection framework
Criteria for selecting issues
Score
1 2 3
The issue affects many people
The issue has a significant impact on education as a fundamental right – its key
indicators
The issue is consistent with your organization’s mission/mandate
The issue is consistent with national /provincial education development objectives
The issue is amenable to advocacy intervention
The issue can mobilize a large number of interested partners and other
stakeholders
Total score (1=lo; 3= hi)
11. Understanding Your Stakeholders- Partners/Allies ;
Decision Makers, Resistant Groups
Size, (number), location, sex etc. Knowledge about the advocacy issue
PARTNERS & ALLIES
• Strengths – size of population
covered by networks
• Networking i.e. media
relations, community
mobilization
• Past experience , expertise in
the area of advocacy
• Willingness to share
experience, expertise,
resources
• Expectations from joining the
partnership
DECISION MAKERS
• Channels for reaching the
decision maker
• Special skills i.e. good
speaker, good negotiators
• Political standing of the
decision maker on the issue
• Is the decision maker
supporting the issue? If not,
why?
• Will she/he be willing to
speak in support of the
issue in public or through
mass media?
RESISTANT GROUPS
• Reason for
resistance/opposition
• How to reach them?
• Whom they consult/get
advice from?
12. Major areas and partners of advocacy
• Leadership development (Vision/Values/ASKs through capacity
building in evidence based work- Decision Makers
• Creating Social Capital across citizens’ groups – based on ‘rights and
entitlements”- capacity building -Allies and Partners-
Beneficiaries/Communities
• Coalition building(youth, teachers, SMCs, CSOs etc)
• Networking with a purpose
• Media Partnerships for Learning – Allies /Resistant groups
• Political Lobbying – Adversaries /Resistant groups
• Promoting legislative /Policy & budgetary change- Decision makers
13. Primary & Secondary Objectives for AdvocacyPrimaryObjectives
forAdvocacy
Changes in laws and policies
• Implementation of laws and policies
• Reform of institutions
• Changes in attitudes and behaviors
• Increasing democratic space-
legitimacy of civil groups, freedom of
information and space to speak
out
• Civil society gains- increased
cooperation, solidarity
• South-North partnership gains-
reduced dependence
SecondaryObjectives
forAdvocacy
Getting the issue on
the agenda for public
debate
• Increasing support and
active membership
• Fundraising
• Developing the profile and
reputation of your
organization
Source: INTRAC (2008) Session 12.3 Handout , Oxfam Hong Kong
15. Segmenting our Audience for Advocacy and Instruments of Research
and Advocacy:Local/District Levels – An optional exercise
Demand & Supply Side – Research and Advocacy Tools – According to your Project’s Phased approach
Target Groups Listing – Begin from Bottoms Up Approach /Grassroots – Working upwards to Policy Makers
Research Tools – First 4 columns Advocacy Tools Next 5 columns/Add more +
HH/Community
Tehsil/Below
Parents
Youth
Students
Community
Teachers
Teachers Unions
Counselors
LHWs
Field Ed Personnel –
Tehsil/below
CSOs
District Level
Provincial Level
16. Elements of a message
Description of the issue/problem
Magnitude of the issue/problem
Adverse impact of the problem on the
population or groups of population
What stakeholder/s can do to address
the issue
Message for
Decision Makers
Message for
Partners and Allies
Message for
Resistant Groups
17. How to involve media?
•Establish personal relation
•Letters, telephone calls, office calls
•Invitation to high profile events
•Orientation seminars
•In-country/ outside country visits
•Arranging interviews with high-profile people
•Regular dissemination of up-to-date information/data
18. Message formats & what attracts media
• Press release
• Press conference
• Fact sheets/ background
sheets
• Press kit/media packets
• Editorials
• Letters to editor
• Controversial
• Sensational
• New discoveries
• Highly visual
• Fast moving
• Unusual and odd events
19. Advocacy materials
•Print materials
• Fact sheets, hand outs, leaflets, booklets
•Pictures & audio-visual materials
• Still pictures, slide sets, video/documentaries
•Social Media in all emergent forms
• Key findings, messages, comments, images…
20. MONITORING
Continuous
• Tracks Progress
• Answers what activities were implemented &
results achieved
• Self-assessment by project management
• Alerts managers to problems
Monitoring covers :
• Inputs – Activities- Results -
• Each one has its own indicators
EVALUATION
Periodic
• In-depth analysis of actual vs. planned
achievements
• Answers how and why results were
achieved; future impact
• Internal and/or external exercise
• Gives managers strategy and policy options
Helps to :
• Improve design (effectiveness/relevance)
• to judge program effectiveness and
• to generate knowledge about the best
practices, lessons learned
Monitoring versus Evaluation
21. A Social Movement :
Mobilizing Social Capital for
Learning &
Social Transformation
22. Why ASER?
The Need for
Large Scale
Citizen Led
Assessments
• Education is an important engine for economic, societal and
personal growth- a fundamental right
• Governments have adhoc arrangements for assessing
primary & middle level learning outcomes consistency &
transparency is required.
• Governments /providers/donors input driven not focused on
whether children are ‘learning’
• CSOs are coming together to mobilize parents /communities
to strengthen learning & teaching based on evidence,
accessible to ALL across country.
• Lively & growing education research community to
interrogate learning outcomes & pedagogies that work.
23. Building
capacity to
conduct
survey
Building
capacity to
disseminate
results
Improved
Extra
Ordinary
People
Volunteers need to have at least 12 years of education
Call for citizens to come together!
Over 65,000 World Wide – 10,000 in Pakistan!
Transforming ordinary into extra-ordinary people
BUILDING CAPABILITIES FOR ACTION
EACH COUNTRY HAS ITS OWN MODEL
A South – South Citizens’ Social Movement
“ …social capital refers to connections among individuals – social networks; the norms of reciprocity and
trustworthiness that arise from them. Social capital as “civic virtue” – through civil society for democracy
(R. Putnam 2000)
24. • Provision of
Dataset on:
• Learning
Outcomes
• Equity,
Access
• School
Facilities
• highlight
status of a
RIGHT
right
Objective
•Trainings
•Field Survey
•Data Collection
•Finalizing
Reports:
•National
•Provincial
•District
•Policy Briefs
•District Report
Cards
Evidence
ANALYZE •Report Launches
• National,
Provincial, District
•Policy Dialogues
• Regional /Local
•Village Gatherings
•CSO Coalition
Meetings
•Media Training
•Mass
Dissemination
• Poster ( target/
actions based)
Advocacy
PUBLICISE
•Informs RTE
debate /laws
•Led to High level
Endorsements
•Provided Baseline
for Provincial
Sector Plans
•Influenced
politicians’
agenda
campaigns
•Media Campaigns
•Triggered
Research; raw
data- nat’l/int’l
Impact
TAKE ACTION
Civil Society and Social Capital Formation
IMPLEMENTATION & ADVOCACY
CYCLE
The Rigor & Stages of Mobilization
25. Seeking Stakeholders Attention:
Building Social Capital for Social Accountability
• Politicians
• Parliamentarians
• Bureaucrats
• Judiciary & Judicial
Academies
Decision
Makers
• Children
• Parents / Community
• Teachers/ Associations
• Youth
• Media
• Academia / Think tanks
Beneficiaries
Partners
Social Accountability are actions by citizens and civil society organization (CSOs) aimed at holding the state to account,
includes efforts by government and other actors (media, private sector, donors) to support these actions.” UNDP 2010
27. ASER Advocacy Model
• Village Baithak (Community gatherings)
• Youth Networks (Survey and
Dissemination)
• Teacher Katcheries (Teacher Gatherings)
• Media Training
• Case Studies and Stories of Citizen Voice
Demand
Side
• Policy seminars/dialogues – thematic e.g.
OOSC /Gender /ECE/Private Sector/Tuitions
• Mobilization Govt. officials
• Political Leaders- Parliamentarians
• Briefing to assessment research institutions/
universities (many) SDPI, PILDAT, IDEAS–
informing/influencing Decision Makers
Supply Side
28. Advocacy tools: various levels
•Survey - Children’s Learning Assessment –create spaces for
change conversations- building relationships /trustHousehold
•Baithaks/Katcheris – Community Gathering
•Citizen Stories
•Call for Action; Posters ; ‘Politicians knocking on the door’
Village
•Report Launch /Thematic Card Dissemination
•Creating District Report Cards with Dept. of Education
•Teacher Baithaks; Posters – Videos – Politicians MNAs/MPAs
District
•Report & Thematic Cards Dissemination
•Policy Dialogues ; Media Trainings /Universities /Think Tanks
Departmental briefings based on [ASER] data
•Standing Committee on Education – Videos
Provincial
•Report Dissemination
•Policy Dialogues
•Media Trainings /Coalitions – Synergies
•ASER Documentary/ videos
National
29. Advocacy – Target Audience
Village Baithaks
• Parents,
• Community
• Youth/Children
• Dept. officials/others
• Occasionally
MPA/MNA
District Level Launch
• Government Official
• Teachers/Headteacher
• Teacher Unions
• Youth
• CSOs
• Media
Provincial Level Launch
• Ministries- Standing
Committees
• Bureaucrats
• Educationists/Experts
• CSOs
• Media
• Youth/
• Teacher unions
• Judges/Lawyers
National Level Launch
• MNAs-Senators
• Standing Committees
• Federal Government
• Youth
• Media
• Universities /Think
Tanks
• Justice Systems
• INGOs/Donors
Advocacy Tools Advocacy Tools Advocacy Tools
Advocacy Tools
31. Formal Reports to Repackaged Materials for
Segmented Audiences
• ASER Report - National – provincial – district
• ASER Report Cards – thematic, indicator and district wise
• ASER Report Cards - village level – for baithaks
• ASER Report Cards – teachers’ baithaks – conversations on quality
• ASER Right to Education (RTE-25 A) Cards
• ASER Posters segmented by audience -
• Children; Youth; Parents; Teachers; District Officials; Parliamentarians
32. Videos – Policy Briefs- Rankings
• Video for Launch
• Videos with politicians
• Videos of ASER village baithaks-
CALL TO ACTION!
• SMS- bulk
• Social Media - Google teams
• ASER in Economic Survey of
Pakistan (annual)
• ASER Policy Briefs – thematic
• ASER district rankings
• SDPI/Alif Ailaan
• ASER District Report Cards
• (PSLMs/District DoE - EMIS/ ASER)
35. Part II –Group - Exercise (attached)
Target Group/s Research Output –
data
To influence/
change what ?
Outcome
Preferred Advocacy
Tool
Rationale for
Choosing this tool
a.Read the case study and devise an Advocacy Plan that best suits your work as
grantee of Ilm Ideas – select only ONE issue from the case study that describes
you best.
36. References & Handouts
Assifi N. (2005) “Advocacy” UNFPA/CST, Bangkok
Assifi N. (2005) “Advocacy Strategy Planning” UNFPA/CST, Bangkok
Assifi N. (2005) “Advocacy: What is it and how it works ” UNFPA/CST,
Bangkok
Coulby. H. et. al (2008) Advocacy & Campaigning Course Toolkit
INTRAC -for Oxfam Hong Kong
Handouts: pp. Coverage pp.5-18; 25- 36 ;38- 40
SAFED/ITA (2013/12) ASER 2013; ASER 2012 (www.aserpakistan.org)
37. Define Priority Problem/issue
Description of priority
problem and its causes
Reason for choosing this
problem
Who is affected by the this
problem
Recommended tentative
solution in terms of
advocacy
Example
High level of 5 year olds
not enrolled on time due
to lack of awareness,
counseling services n
Pakistan is off track to
meet Target 2 – all other
targets get impacted with
delayed enrolments –
likelihood to remain out
of school is high
The entire population
4-6 – parents
households; teachers
and education officers –
politicians and their
mandates
- Advocacy for local level action
–campaigns backed by
evidence compelling local
leaders and parents to enroll
their children on time
-Teachers/Ed System to run
local targeted campaigns
-Seeking policy on NADRA to
set up SMART cards for
children with birth registration
dates/ immunisation and
enrolment tracking