public policy advocacy for social change

Upload: valentina-petrescu-anichitei

Post on 05-Apr-2018

221 views

Category:

Documents


0 download

TRANSCRIPT

  • 7/31/2019 Public Policy Advocacy for Social Change

    1/80

    Public Policy Advocacy for

    Social ChangeNever doubt that a

    small group of

    thoughtful, committedcitizens can change the

    world. Indeed, it is the

    only thing that ever

    has.Margaret Mead

  • 7/31/2019 Public Policy Advocacy for Social Change

    2/80

    What is Advocacy?

    Speaking, writing, or

    acting in support of a

    cause

    Using a variety oforganized tactics to

    achieve a public policy

    goal

    Demanding a change

    to benefit the lives of

    many

  • 7/31/2019 Public Policy Advocacy for Social Change

    3/80

    Advocacy:

    Asks something ofothers

    Puts the demands ofpeople into systems

    Deals with issues andconflicts

    Involves people

    Creates a space forpublic discussion

    Finds solutions toproblems

  • 7/31/2019 Public Policy Advocacy for Social Change

    4/80

    Focus for Advocacy

    The Legislature

    The Executive

    Regulatory Agencies

    The Judiciary

  • 7/31/2019 Public Policy Advocacy for Social Change

    5/80

    Social Justice Advocacy

    Challenging power Assuming risks

    Telling stories

    Involving those

    affected Offering alternatives

    Principles vs.compromise

    Balancing the scales ofjustice and equity

    Holding ourselves

    accountable

  • 7/31/2019 Public Policy Advocacy for Social Change

    6/80

    Vision, Mission, and Goals Vision - Your picture

    of the ideal situation

    Mission What yourorganization will do toget there

    Goals Significantsteps toward the vision

    Objectives The

    means to accomplishthe goals

    Action Steps Concrete steps to

    achieve the objectives

  • 7/31/2019 Public Policy Advocacy for Social Change

    7/80

    How Change Happens

    Power concedes

    nothing without a

    demand. It never hasand it never will.

    -Frederick Douglas

  • 7/31/2019 Public Policy Advocacy for Social Change

    8/80

    Stages of Change

    Denial of the need forchange

    Resistance to change

    Exploration of thechange

    Managing the change

    Collaboration

    Compromise

    Maintaining

    momentum

  • 7/31/2019 Public Policy Advocacy for Social Change

    9/80

    Change Agents

    Understand context,barriers to change, andstages of change

    Listen

    Respond Advocate

    Pursue change

    Intervene at thesystems level

    Team with others

    Facilitate

  • 7/31/2019 Public Policy Advocacy for Social Change

    10/80

    Strategic Planning Process

    Set ground rules Ask all questions

    Share experiences andopinions

    Leave space for others

    Be informal and relax

    All opinions count

    Keep it simple

    Brainstorm Small group

    Accept all ideas withoutdebate

    Facilitate if necessary

  • 7/31/2019 Public Policy Advocacy for Social Change

    11/80

  • 7/31/2019 Public Policy Advocacy for Social Change

    12/80

    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

  • 7/31/2019 Public Policy Advocacy for Social Change

    13/80

    Strategic Planning Questions

    What do we have tobuild on?

    Leadership

    Supporters

    Information

    Resources

    Tools

    Access

    Messages

    What do we need to

    develop?

  • 7/31/2019 Public Policy Advocacy for Social Change

    14/80

    Strategic Planning Questions

    How do we begin?

    Big enough to matter

    Small enough to win

    How do we know itsworking?

    Implemented plan?

    Increased engagement?

    Improvements?

    Where do we go from

    here?

  • 7/31/2019 Public Policy Advocacy for Social Change

    15/80

    Information and Research

    Knowledge will forevergovern ignorance

    Know the most about yourissue

    Find as many sources ofinformation as possible

    Research arguments forand against

    Know who supports and

    who opposes Conduct surveys and

    opinion polls

    Use a survey to inform and

    educate

  • 7/31/2019 Public Policy Advocacy for Social Change

    16/80

    Why do people get involved?

    They believe the issue isimportant to them andtheir family

    They believe they havesomething to contribute

    They believe that they willbe listened to and theircontributions respected

    They believe that theirparticipation will make adifference

  • 7/31/2019 Public Policy Advocacy for Social Change

    17/80

    How do people stay involved?

    Multiple opportunities for

    participation, from a small

    contribution of time to

    progressively largercontributions of time and

    effort

    The level of participation

    varies depending on life

    circumstances.

  • 7/31/2019 Public Policy Advocacy for Social Change

    18/80

    Staying Involved

    Constituent receive

    sufficient advance notice.

    Constituent participation is

    facilitated:

    Child care

    Transportation

    Dinner

    Education & information

  • 7/31/2019 Public Policy Advocacy for Social Change

    19/80

    Staying Involved

    Constituents are

    listened to; their ideas

    are supported andrespected.

    Constituents do not

    experience retribution

    as a result of their

    participation.

  • 7/31/2019 Public Policy Advocacy for Social Change

    20/80

    Staying Involved

    Their participation has

    an impact it makes

    an appreciabledifference.

    Their participation is

    appreciated; that

    appreciation isacknowledged.

  • 7/31/2019 Public Policy Advocacy for Social Change

    21/80

    Opportunities to Participate in

    Advocacy

    Tell their stories verballyto an advocate & give

    permission to share

    Tell their stories verballywithin a small group(focus group)

    Tell their stories verballyto policymakers (at publichearing, meeting withmonitors, at their school ordistrict forum, etc.)

  • 7/31/2019 Public Policy Advocacy for Social Change

    22/80

    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 todisclose

  • 7/31/2019 Public Policy Advocacy for Social Change

    23/80

    Participation Opportunities

    Reach out to encourage

    other constituent

    participation

    Assist in collection of

    documentation

    Assist in analysis of

    information

    Assist in information

    dissemination

  • 7/31/2019 Public Policy Advocacy for Social Change

    24/80

    Participation Opportunities

    Serve as co-trainers

    Serve as members of

    task forces andcommittees

    Facilitate public

    forums

    Serve as members of

    monitoring teams

  • 7/31/2019 Public Policy Advocacy for Social Change

    25/80

    Preparation for Participation

    Offer trainings, developed

    jointly with constituents &

    advocates

    Develop & disseminateinformative, useful

    materials

    Meet and talk with

    constituents, sharinginformation, listening

    carefully to their strengths,

    needs & concerns

  • 7/31/2019 Public Policy Advocacy for Social Change

    26/80

    Demonstrate constituent independence &

    contribution.

    Develop a plan to identify

    a diverse, representative

    group of constituents

    During & after meetings,

    specifically recognize the

    value of the constituents

    participation

    Recognize individual

    constituent strengths while

    respecting differing

    methods of coping &

    adjustment

  • 7/31/2019 Public Policy Advocacy for Social Change

    27/80

    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

  • 7/31/2019 Public Policy Advocacy for Social Change

    28/80

    Provide constituent-identified

    supports Provide direct staff

    support, stipends, travelexpenses, & childcare

    Identify these supports in

    RFPs, grants, & policies Provide complete,

    appropriate informationprior to meetings in atimely manner

    Match veteran memberswith inexperienced ones tosupport new members &share ideas

    P id i id ifi d

  • 7/31/2019 Public Policy Advocacy for Social Change

    29/80

    Provide constituent-identified

    supports

    Recognize that some

    constituents may

    require more and

    different kinds of

    support than others

    Encourage and

    facilitate constituent-

    to-constituent supportand networking

  • 7/31/2019 Public Policy Advocacy for Social Change

    30/80

    Provide formal orientation &

    information Provide orientations about

    the issues, participants &

    process.

    Provide informational

    support for constituents toparticipate as equal

    partners on a level

    playing field

    Provide technicalassistance, leadership

    mentoring, training, &

    other leadership training

  • 7/31/2019 Public Policy Advocacy for Social Change

    31/80

    Ensure diversity among

    constituents Honor the racial,

    ethnic, cultural, &socioeconomicdiversity of families.

    Provide all materials inthe constituents

    preferred language.

    Recruit broadly fromthe community and thetarget population.

    Bring in newconstituents.

  • 7/31/2019 Public Policy Advocacy for Social Change

    32/80

    Ensure diversity

    Adapt collaborative

    models to diverse

    cultures. Manage

    changing distribution

    of power &

    responsibility.

    Incorporate principles

    of collaboration into

    professional education.

  • 7/31/2019 Public Policy Advocacy for Social Change

    33/80

    Ensure diversity

    Ensure broadrepresentation among

    groups based on the

    communities in

    question. Be particularly careful

    to include members of

    traditionally

    underserved groups.

    Avoid any appearance

    of tokenism.

    B d t h h t

  • 7/31/2019 Public Policy Advocacy for Social Change

    34/80

    Be ready to hear what

    constituents say.

    Encourage and supportconstituents to find their

    voice.

    Ensure that member

    perspectives are notconsidered a separate

    component of the policy-

    making process, but are

    infused throughout.

    Always consider an

    individual constituents

    story as valid.

    R t th i tit t

  • 7/31/2019 Public Policy Advocacy for Social Change

    35/80

    Respect the passion constituents

    have for change. Support staff in

    developing anunderstanding of the valueof constituent

    participation.

    Provide clear informationabout your goals and howconstituent input and

    participation fits in.

    Balance membershipbetween constituents andadvocates.

    Consider shared leadership co-chairs

  • 7/31/2019 Public Policy Advocacy for Social Change

    36/80

    Remember:

    Empowering families toparticipate in advocacy

    for their children, their

    community, the larger

    society, is its ownvictory, regardless of the

    specific outcome of any

    particular effort.

    Democracy is not a

    spectator sport!

  • 7/31/2019 Public Policy Advocacy for Social Change

    37/80

    Outreach Strategies

    Door-knocking

    Welfare office, foodpantry, school

    Organizational media

    Community media

    Mass media

    Mediatinginstitutions

    Public forums

  • 7/31/2019 Public Policy Advocacy for Social Change

    38/80

    Mobilization

    Moving fromspectators 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

  • 7/31/2019 Public Policy Advocacy for Social Change

    39/80

    Mobilization Steps

    Present information:

    Your cause

    The activity or event

    Why its important

    Outreach to constituents &allies

    Phone, fax, e-mail, mail

    One-on-one

    Other organizations Orientation

    Needed supports for

    participation

  • 7/31/2019 Public Policy Advocacy for Social Change

    40/80

    Action Alert Network

    Develop & maintainAction 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

  • 7/31/2019 Public Policy Advocacy for Social Change

    41/80

    Organizing vs. Mobilizing

    Mobilizing Shorter-term

    For particular action

    Less time commitment

    Organizing

    Longer-term, for the

    long haul

    More involved indecision-making

    Greater time

    commitment

  • 7/31/2019 Public Policy Advocacy for Social Change

    42/80

    Leadership

    Inspire and help peoplework toward a goal

    Can be shared

    Differing roles:

    Visionaries

    Strategists

    Historians

    Resource mobilizers

    Statespersons Communicators

    Outside sparkplugs

    Inside negotiators

    Generalists

  • 7/31/2019 Public Policy Advocacy for Social Change

    43/80

    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, takeinitiative

    Offer help, information

    Ask for help

    Make things happen, but donthave to be the center of

    attention

  • 7/31/2019 Public Policy Advocacy for Social Change

    44/80

    Leaders Problem-Solve

    State problem simply& clearly

    Gather & organizerelevant info &

    resources

    List potential solutions

    Evaluate each one

    Select the best one Design a plan to use

    Evaluate outcomes &readjust when needed

  • 7/31/2019 Public Policy Advocacy for Social Change

    45/80

    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 myleadership skills?

    How can I make spacefor others?

  • 7/31/2019 Public Policy Advocacy for Social Change

    46/80

    Leadership Development

    Individual advocacy

    Peer advocacy

    Public policy advocacy

  • 7/31/2019 Public Policy Advocacy for Social Change

    47/80

    Advocacy Leadership Knowledge

    Laws & regulations How institutions work

    Key decision-makers

    Formal & informaldecision-making

    Facts; current status

    Barriers & solutions

    Qualities of effective

    systems

    Existing resources

  • 7/31/2019 Public Policy Advocacy for Social Change

    48/80

    Advocacy Leadership Skills

    Empathy

    Listening

    Written & oral

    communication

    Critical reading & thinking Collaboration

    Consensus-building

    Problem-solving

    Conflict resolution

    Strategic planning

    Growing leadership

    H P li i M d

  • 7/31/2019 Public Policy Advocacy for Social Change

    49/80

    How Policies are Made

    Legislature/laws:

    Introduced

    Referred to committee

    Considered bycommittee

    Hearing/publiccomment

    Reported out withamendments/changes

    Passed by one house Referred to next house

    Passed by 2nd house

    Goes to Governor

  • 7/31/2019 Public Policy Advocacy for Social Change

    50/80

    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

  • 7/31/2019 Public Policy Advocacy for Social Change

    51/80

    How Policies Are Made

    Regulations: Draft regulations basedon law

    Publish in Federal orState Register

    Public comment/publichearing

    Respond to comments

    Make revisions

    Publish in Register Go into effect

    Implemented by agency

    R hi P li k

  • 7/31/2019 Public Policy Advocacy for Social Change

    52/80

    Reaching Policymakers

    Call * Write * Visit

    Brief and to the point

    Stick to one subject

    Identify yourself

    How will you andothers be affected?

    Be clear about what

    you want

    Be accurate & specific Be polite & positive

    Offer your help

    Follow up!

  • 7/31/2019 Public Policy Advocacy for Social Change

    53/80

    Reaching the Grassroots

    Call * Write * Visit Letter sent to a

    legislator can be a letter

    to the editor

    Message on alegislators message

    machine can be called

    in to radio talk show

    Testimony at hearingcan be presented at

    church, PTA,

    community group

    meeting

  • 7/31/2019 Public Policy Advocacy for Social Change

    54/80

    Phone Calls, E-Mail, Faxes

    Ask to speak to thelegislator or aide

    Note your legislative

    district Give bill # & name

    Explain why the issue isimportant to you

    Jot down speaking pointsin advance

    Write notes on yourconversation

    Follow up!

    L tt d P t d

  • 7/31/2019 Public Policy Advocacy for Social Change

    55/80

    Letters and Postcards

    Handwritten neatly ortyped

    Use own words

    Personalize

    Be brief

    Stick to key point(s)

    Avoid form letters

    Develop sample letterswith messages

    Identify yourself

    Use bill # & title

    Be timely

    Follow up!

  • 7/31/2019 Public Policy Advocacy for Social Change

    56/80

    Effective Advocacy Writing

    Be clear about whatyou want to say andhow it will be heard

    Be careful about your

    tone Understand that

    communication isfiltered and may be

    blocked Communication is

    never value-free

    P f Ad W i i

  • 7/31/2019 Public Policy Advocacy for Social Change

    57/80

    Purpose of Advocacy Writing

    Share facts Guide reader to a clear

    understanding of issue

    Persuade/convincereader to think the way

    you do

    Persuade/convince

    reader to act the wayyou want them to

    T f Ad W iti

  • 7/31/2019 Public Policy Advocacy for Social Change

    58/80

    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

    i f d i i

  • 7/31/2019 Public Policy Advocacy for Social Change

    59/80

    Questions of Advocacy Writing

    Who is the audience?

    What is the issue &message?

    When can you conveythe message?

    Where can you conveythe message?

    Why are you writing? How can you most

    effectively conveyyour message?

  • 7/31/2019 Public Policy Advocacy for Social Change

    60/80

    Advocacy Writing Tricks

    Challenge with athought-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 havent seen

  • 7/31/2019 Public Policy Advocacy for Social Change

    61/80

    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

  • 7/31/2019 Public Policy Advocacy for Social Change

    62/80

    Testifying In advance

    Monitor Federal andState Register

    Mobilize authentic &

    expert voices

    Mobilize diverse

    constituencies

    Call to request time

    Find out how muchtime and how many

    copies to bring

    Writing Testimony

  • 7/31/2019 Public Policy Advocacy for Social Change

    63/80

    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 & giveexamples

    Single space for them,double space for you

    Make extra copies

    Practice presentation &

    rehearse questions!

    Presenting Testimony

  • 7/31/2019 Public Policy Advocacy for Social Change

    64/80

    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 theopportunity

  • 7/31/2019 Public Policy Advocacy for Social Change

    65/80

    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

  • 7/31/2019 Public Policy Advocacy for Social Change

    66/80

    Meeting with Elected Officials

    Speak up

    Be part of a group

    Go with someone who has

    experience Dont be afraid

    Dont lie if you dontknow

    Practice helps; role playbeforehand!

    Be yourself

    Preparing for Legislative Visits

  • 7/31/2019 Public Policy Advocacy for Social Change

    67/80

    Preparing for Legislative Visits

    Decide who you will

    visit.

    Establish agenda &

    goals. Plan your visit.

    Determine group

    composition. Listen well.

    P i f L i l ti Vi it

  • 7/31/2019 Public Policy Advocacy for Social Change

    68/80

    Preparing for Legislative Visits

    Be prepared, but dont

    feel everyone has to be

    an expert.

    Dont get intimidatedor frustrated.

    Be on time, and dont

    stay too long.

    Build a relationship.

    Follow up!

  • 7/31/2019 Public Policy Advocacy for Social Change

    69/80

    IRS Rules for Non-Profits

    No supporting or opposingcandidates

    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

    Regulatory Advocacy

  • 7/31/2019 Public Policy Advocacy for Social Change

    70/80

    Regulatory Advocacy

    Determine agency withjurisdiction

    Identify responsibleparty within agency

    Develop relationships

    Know relevant lawgoverning regulations(AdministrativeProcedures Act)

    Monitor media, State& Federal Registers

    R l t Ad

  • 7/31/2019 Public Policy Advocacy for Social Change

    71/80

    Regulatory Advocacy

    Develop a plan Comments on draft Responsibilities

    Potential opposition

    Compromises Develop coalitions

    Get broad endorsement

    Use legislative

    oversight Mobilize grassroots

    G & M di Ad

  • 7/31/2019 Public Policy Advocacy for Social Change

    72/80

    Grassroots & Media Advocacy

    Communicate Own constituency

    Own supporters

    Potential Allies

    General public

    Use media Your media

    Grassroots media

    Community papers,radio, & public accessTV

    Mass media

    Coalition Advocacy

  • 7/31/2019 Public Policy Advocacy for Social Change

    73/80

    Coalition Advocacy

    Builds support

    Combines power &resources

    Reduces competition forfunding & support

    More efficient Provides support &

    expertise to smaller groups

    Strength in numbers

    Strength in diversity Broadened skills &

    expertise

  • 7/31/2019 Public Policy Advocacy for Social Change

    74/80

    Coalition Advocacy

    Need clarity of goals andhow they fit with eachorganization

    Clear decision-makingprocesses

    Strong communicationsplans

    Ensure all contribute, havea say, and get credit

    Conflict resolutionmechanisms

    Q ti f C liti

  • 7/31/2019 Public Policy Advocacy for Social Change

    75/80

    Questions for Coalitions

    Temporary orpermanent?

    Agreed on issues?

    Differences among

    groups? Gifts of each?

    Stuff to give up?

    Stuff to gain?

    Anticipated conflicts &compromises?

    Strategies to address?

    Leadership/

  • 7/31/2019 Public Policy Advocacy for Social Change

    76/80

    eade s p/

    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

    Effective Strategies Shape Action

  • 7/31/2019 Public Policy Advocacy for Social Change

    77/80

    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

    Information

  • 7/31/2019 Public Policy Advocacy for Social Change

    78/80

    Information

    Document problems

    and solutions Develop accurate

    map of systems how they work, whos

    important,relationships Formal

    Informal

    Know how othergroups have solved

    problems

    Building Support

  • 7/31/2019 Public Policy Advocacy for Social Change

    79/80

    Building Support

    Use media tocommunicate viewsand mobilize others

    Develop support

    networks Build well-organized,

    committedconstituency capable of

    mobilizing substantialpolitical power

    Intervention

  • 7/31/2019 Public Policy Advocacy for Social Change

    80/80

    Intervention

    Multiple levels

    Multiple tacticsNegotiations

    Demonstrations

    Filing complaints Testifying

    Writing, calling,visiting

    Continue directpressure

    Persistence!