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Advocating In Person

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In his presentation, advocacy guru Ryan Clarke (Advocacy Solutions) walked through the steps to prepare for in-person meetings as an advocate for your cause. Topics include how to land the meeting, preparing a strategy and agenda, how to present your message and following up afterwards.

The webinar was followed by an interactive question and answer session.

Published in: Health & Medicine
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Advocating In Person

  1. 1. Advocating in Person Ryan Clarke Advocacy Solutions Thursday, October 18, 2018
  2. 2. Overview • Quick Review: How to develop an effective advocacy plan • Telling your personal story • Advocating in person
  3. 3. How to Develop an Effective Advocacy Plan • Key message development • Development of your tools • Development of your one ‘ask’
  4. 4. Key Message Development Identification… – Requires that you be able to take an array of information and distill it down to its simplest form – Requires that you separate fact from fiction – When advocating on behalf of a group, consensus on the issues is required
  5. 5. Key Message Development Framing… – Develop 3 key messages that explain the salient points of your issues in simple language – Each key message should be 25 words or less – Must always be clear, compelling, concise and consistent – Practice presenting your key messages to someone with no knowledge of your issues
  6. 6. Advocacy Tools The means of delivering the messages… As a process, three steps must be followed regardless of the tool being utilized to get to advocacy stage: ®
  7. 7. Your One ‘Ask’ The objective or goal of the plan… • ONE – because you are going to ask for what you need, not a list of what you want • Requires one to make choices and potentially reach a consensus (just as it does when developing your 3 key messages) • Sometimes opportunities will present themselves that will make the ‘ask’ very timely
  8. 8. Preparing For The Meeting • Develop your 3 key messages (i.e. what you want to say) about the issue of concern to you • Decide what your one ‘ask’ will be (i.e. what are you going to ask this decision-maker to do for you) • Determine who will be attending the meeting with you • Write out the version of your personal story that your want to deliver • Request the meeting
  9. 9. Telling Your Personal Story • Review of how to tell your personal story in the context of a face-to-face meeting with a decision- maker • It is means by which your issue comes to life and is made real • It is also the most powerful point at which you can connect with a decision-maker
  10. 10. Telling Your Story • At some point during any meeting, you or someone you’re with must take the opportunity to tell their personal story • What is a personal story: • A summary of what has happened to you as it relates to the issue at hand • It is your perspective on the issue based on your experience, feelings and attitudes • It is emotional • It must demonstrate how gov’t action/inaction/policy/etc. has directly impacted your life
  11. 11. Telling Your Story • You’ve got two choices: – Tell a summary of your entire story as it pertains to the issue – Tell a portion of your story that focuses on one or two aspects of the issue • Must fit within the amount of time you have (i.e. 5 minutes) • Must conclude with why things need to change and bridge to the ‘ask’ that you have
  12. 12. Telling Your Story • Essential elements: – Name, age, where you live – Occupation (former occupation) and family – Timing and circumstances surrounding your diagnosis – Challenges faced as a result of the disease, particularly around the relevant issue – What you believe gov’t needs to do to help you and others – At every point, how you felt
  13. 13. Getting The Meeting • ‘No’ is not an option • Make an initial telephone call • Have a letter prepared to e-mail that briefly outlines why you want to meet with that person • After the letter goes, follow-up repeatedly until you get the meeting • You may be offered a meeting with someone else – you should generally take these opportunities, but continue to pursue the person you need to see
  14. 14. Before The Meeting • Provide any material that you want the decision- maker to read ahead of time (keep it brief) • Advise whom you will be bringing, and ask for information on who will be attending for them • If possible, gather knowledge about the participants • Know how long the meeting is scheduled for • Contact the person you are meeting with just prior to confirm…and be on time
  15. 15. Who Should Attend • Generally 3-4 people at the most • Everyone who attends needs to have a role to play • Purpose is to paint a complete picture of the issue for the decision-maker, from several perspectives • One combination – patient organization, physician, patient/caregiver • Make sure someone takes notes and observes the dynamics in the room
  16. 16. At The Meeting Good news… – You’ve got your 3 messages, you’ve got the right combination of people in front of the decision-maker you need to see and you’re prepared Bad news… – You’ve got 1 minute…who are you, who you represent, why are you there, what do you need this decision-maker to do for you (and how), what can you offer in return
  17. 17. Presentations • If you use PowerPoint, make it brief (10-12 slides) • Build it around your 3 messages and repeat those key messages throughout • If you don’t use PowerPoint, consider bringing a one- pager with the highlights so that everyone can follow along and you have a leave-behind • Remember – technology can fail!
  18. 18. Presentations • Conclude with your ask and how you propose it be done (come with solutions) • Check at the beginning of the meeting how long the decision-maker has and adjust your presentation accordingly (leaving enough time for discussion) • Have someone assigned to watch the time • Don’t go off, or get pulled off, on a tangent
  19. 19. In The Meeting • Let the decision-maker with whom you are meeting, speak • If you are unclear about something, ask for clarification • Be patient – your 3 messages are three of many that decision-maker will hear that day • Establish clear follow-ups, with timelines
  20. 20. Sample Agenda • Introductions and delivery of key messages/’ask’ – usually by attendee from the patient organization (5 minutes) • HCP (5 minutes) • Patient organization (5 minutes) • Patient/caregiver (5 minutes) • Discussion (10 minutes)
  21. 21. After The Meeting • Provide any further information that may have been requested right away • Call, write, text or e-mail to thank the decision-maker for meeting with you • Follow-up shortly thereafter to track progress and advise of what you are doing to move your 3 messages forward
  22. 22. Advocating to Politicians • Ensure that your key messages are clear, compelling concise and consistent – with one ‘ask’ • Assume they know nothing about your issue • Find out everything you can about that person and their potential link to your issue • Where possible, link your issue to their stated political objectives or public policies i.e. ministerial mandate letters • Bring your issue down to the riding/personal level • Position your issue within the context of the election cycle • Position your issue as a political ‘win’ • Selectively engage the opposition to leverage the gov’t • Keep them informed of your engagement with the bureaucrats • Be prepared to be assertive/aggressive if necessary
  23. 23. Advocating to Bureaucrats • Ensure that your key messages are clear, compelling concise and consistent – with one ‘ask’ • Find out everything you can about that person, including past roles, career track, etc. • Where possible, link your issue to gov’t programs and initiatives i.e. disease strategy • Have people who can speak to the technical or clinical aspects of your issue • Know where you are in the election cycle • Keep them informed of your engagement with the politicians • NEVER blindside a bureaucrat
  24. 24. Advocating in Person What NOT to do… – Threaten – Make an appointment to go and talk to someone in government when you only have an idea, but no context or message – Meet with a decision-maker when you have no clue why you are doing so ie. you have no ask – Make a technical presentation to a policy-influencer who has no background in the area
  25. 25. Advocacy Solutions® Ryan Clarke, LL.B. t. 416.919.9532 ryan@advocacysolutions.ca www.advocacysolutions.ca
  26. 26. Canadian Cancer Survivor Network Contact Info 1750 Courtwood Crescent, Suite 210 Ottawa, ON K2C 2B5 Telephone / Téléphone : 613-898-1871 E-mail: info@survivornet.ca Web site www.survivornet.ca Twitter: @survivornetca Facebook: www.facebook.com/CanadianSurvivorNet Instagram: @survivornet_ca Pinterest: http://pinterest.com/survivornetwork/

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