Five for Friday – Post-Election Special

The election might be old(ish) news, but the last week has generated some useful reading for campaigners.
1 – A wise campaigner learns from those who win. The Guardian has a exclusive video of Lynton Crosby sharing his insights, while the Spectator profiles the approach of American Jim Messina.
2 – Chris Rose has been here before, he shares his reflections on what campaigners should prepare to do next.
3 – Jim Coe asks if the election raises some more strategic questions for campaigners.
4 – Chloe Staples at NCVO has two brilliant posts on working with the new Parliament and new MPs, plus tips from the former MP for High Peak.
5 – Housing has raced up the political agenda over the last 5 years. Roger Harding shares some lessons from Shelter.
Feel free to post great post-election reads in the comment section below, and if you missed it, my thoughts are here.

Now What? 9 post-election thoughts

Caught up on your sleep and back in the office after the election. Not sure what the result on Thursday means?
I’ll leave others to dissect why Labour lost, what the left in England can learn from the SNP, if now is the time to campaign for electoral reform and more.

While personally I’m gutted at the result having spent 5 years of my spare time organising for a Labour win, for now a few thoughts for campaigners from the last 30 days;
It’s time to re-read the Conservative manifesto. Put aside the work you did on what similarities it had with the Lib Dem manifesto, and what you’d like to see in a coalition agreement, perhaps also have a re-read of the 2010 Conservative manifesto as well, it could contain policy clues to what they might have done if they’d not been in coalition after the last election.
We need to ensure our campaign messages resonate in places like Lincoln, Nuneaton and Thurrock, not simply within Zone 1 – 2 – This article on why Labour struggled is bang on, but can the same can be said for many NGO campaigns? It’s easy for our campaigns to receive adulation on twitter, but do they play well to the floating voters on the High Streets in the marginal seats across the country?
The small majority might be an opportunity, so campaigns that have cross-party support, can work with independently minded Tories who can leverage their influence or find ways to demonstrate to those Tory MPs with small majorities that votes on a specific issues will cost them at the next election could win. It could mean uncomfortable coalitions, but it could mean successful campaign. 
We (probably) won’t have another election until 2020, but elections in Scotland, Wales and London are less than 12 months away, as is a referendum on Europe, start planning for them now, but also keep an eye on the impact of the boundary reviews on the 2020 election.
Look at the campaign tactics that worked for the political parties. I’ve written before about elections being the birthplace of many campaign tactics that NGOs are using in years to come. The General Election had its fair share of clever tactics and approaches, some very smart digital tactics that the Labour Party used for example.  This interview with the mastermind of the Conservative campaign, Lynton Crosby is worth a watch as well, as well as this list of NGO campaigns that cut through.
Parliament returns on 18th May but for lots of new MPs they’ll be spending the first few weeks actually looking for an office in Parliament, hiring staff, working out how to get emails on their phones, etc. Those campaigns and organisations that are helpful to new MPs are likely to be remembered favourably in the months and years to come.
Don’t forget those that didn’t get reelected, as Chloe Staples points out ‘It’s not inconceivable that many of these will turn up in the Lords or in public life in another way (perhaps in think tanks or even as charity chief executives!) so don’t forget to maintain the relationships you have so carefully built over the last five years’. So if you champion is returning later in the month, don’t forget to thank them.
The environment for campaigning could get tougher. It’s unlikely that repeal of the Lobbying Act is going to be easy (but that doesn’t mean we shouldn’t try), but we need to be prepared for bigger battles to come on the space for charities to campaign, like protecting CC9 the guidance that allows us to influence, which the government is likely now to review.
We need more charity campaigners to get involved in party politics. Some have suggested that charity workers shouldn’t be active members of political parties. It’s not a position that I agree with, not only does it seem illogical, many of those we’re fighting against are lobbyists who are member of political parties, but being involved in election campaigning has helped me to be a better campaigner, its taught me about what issues people really think about, how to mobilise volunteers, and much more.

4 things you should know about monitoring and evaluation in campaigning

I keep getting asked questions about monitoring and evaluation in campaigning. I’ve no idea why but here are a few of my reflections on the challenges (and opportunities).
1- It’s as much an art as it is a scienceThis paper is one of my favourite on the topic suggests that “Advocacy requires an approach and a way of thinking about success, failure, progress, and best practices that is very different from the way we approach traditional philanthropic projects such as delivering services or modeling social innovations. It is more subtle and uncertain, less linear, and because it is fundamentally about politics, depends on the outcomes of fights in which good ideas and sound evidence don’t always prevail”.  Simply put trying to apply evaluation approaches from programme work are unlikely to work, as INTRAC suggestsThe reality is that evaluating advocacy is hard. There is no magic bullet and systems”.
2 – What your measuring is often just the tip of the iceberg – Jim Coe has just authored this paper which suggests “the most significant benefits (of campaigning) are often submerged: difficult to measure, to monetise and sometimes even to see. It’s right to anchor advocacy to rigorous assessment. But calculations of value can risk focusing only on the part that is visible, generating misleading information and encouraging poor decision-making”, suggesting, amongst other things, that we should approach advocacy as inherently speculative, as “not all advocacy efforts will pay off, so plan for, and take a long term view of, “aggregate return” on advocacy rather than focusing on individual successes”.
3 – Focus on the transformational as well as the transactional – when you set objectives its easy to focus on the outcomes (transactional) like the number of actions taken, open rate on an email or attendance at event. As this paper suggests your metrics “should capture quantity and quality, numbers and nuance, transactions and transformations” recognising the importance of the impact of your advocacy on transformations “the vital but sometimes “invisible” work. They show how people, organisations, and movements have been altered through the collective efforts”. 
4 – Don’t ignore it – In the busyness of a campaign focusing on monitoring and evaluation can feel like a luxury, but here are some useful tools for quick evaluation. Simply put, any serious campaign should focus on investing in both monitoring and evaluating, while recognising that most of the impact you won’t see until long after your grant/campaign has ended, so its always good to think about going back to review campaigns you’ve run a while back.
I’d also encourage all campaigners to get better at sharing their evaluations. It’s time we had an ‘open evaluation’ movement to unlock and share all the learning across our campaigns to help each other. Feel free to use the comment sections to post links to any in the comment section below.
Looking for more ideas? This report from UNICEF has lots of useful tools and approaches.

Lessons in how change happens from #SelmaMovie

If you take nothing else from this post. Go see the movie Selma.
I promise you its the most powerful film you’ll see this year, and a ‘must watch’ for anyone interested in how change happens.
Much has been written about Martin Luther King and the Civil Rights Movement, but walking out from seeing Selma I was struck by a few lessons that should resonate for all campaigners;
1 – You can’t go alone – The film centres on the leadership of Martin Luther King, played brilliant by David Oyelowo, but throughout the film you see the importance of the role of the other leaders of the Southern Christian Leadership Coalition (SCLC). When wrestling over strategy, training the movement or negotiating with those in power, your reminded that although Luther King led the movement, he was ably supported by individuals like Abernathy, Lewis and Young. He need these companions to support him both strategically and spiritually as leader.
2 – You need to build your movement – In preparation for seeing the film I’ve been enjoying Taylor Branch’s ‘Pillar of Fire’, its a brilliant history of the Civil Rights Movement, and while the film touches on the work of the Student Nonviolent Coordinating Committee (SNCC), the book is reminder of the work that happened in places like Selma, Greenville, and elsewhere across the south, it was SNCC and others who worked to register voters and build consciousness amongst black communities. For movements to have moments like the marches in Selma you need to be committed to the hard work of organising before them.
3 – Have your second (and third) act planned – The film shows what strategic mastermind that King was, as he prepares for the Selma to Montgomery marches, he knew that his presence would draw nationwide media coverage. While the film doesn’t shed light on if the outcome of the Bloody Sunday march, where marches were viciously attacked by the local Police and State Troopers, could have been predicted, it’s clear that King was aware that he would need to call a second march (known as Turnaround Thursday) to increase the pressure on President Johnson and show the resolve of the movement. To often campaigns plan for the big moment but don’t think what they’ll do next.
4 – Capitalise on your opponents mistakes – As King explains why he’s moved the campaign to Selma, their is an interesting dialogue about why the campaign had ‘failed’ in Albany, Georgia, because local Police Chief, Laurie Pritchett, had studied the non-violent principles and developed a strategy to response which had muted the effectiveness of the movement, and the expected response of Selma Sheriff, Jim Clark, who they anticipated would respond in the violent way he did, helping to gain attention for the campaign. Throughout the film you see how Luther King sought to understand his opponents and exploit their weaknesses. Like a Judoka, he skilfully ‘throws’ his opponents using their power/strength.
5 – Use all the tactics available to you – While the film centres on the marches in Selma as part of the push to get the Voting Rights Act, through the film you also see how Dr King and the SCLC used a range of tactics available to them to put pressure on President Johnson to push the Act through Congress, from legal challenges, media, use of celebrities, to building diverse coalitions, although the SCLC focused on mass mobilisation, it sought to use all the approaches available to it.

Why Developing Your Grassroots Matters – My review of 'How Organizations Develop Activist' by Hahrie Han

Since reading it last year, I’ve been telling anyone who’d listen about why they should read Hahrie Han’s book “How Organizations Develop Activist“.
So I was delighted to be asked to contribute to a special Mobilizing Ideas dialogue on the book. A extract from my review is below, but I’d encourage you to head across to the Mobilizing Ideas blog to read the rest of my review and some cracking contributions from other brilliant organisers and academics.
Han has turned her lens on what she describes as national associations, which appear to be organisations with longstanding programs of grassroots work linked with grasstops influencing, neither mentioned by name but one working in health and the other environment, but you get the impression the lessons are widely applicable.
While there are certainly difference between our approach to grassroots campaigning in the UK to the US, for example less of a focus on state/local level activism, we’re generally keen to learn from trends in the US, and while enjoying the book I was reminded of the lessons from Theda Skocpol’s study on why the push to get action on climate change in 2010 failed in part because it focused too much on grasstops lobbying, rather than the slow work of strategically building power, a sobering lesson for any organisation that nurturing your grassroots matters.
Turning the pages, in the book Han hits the sweet spot in the challenges anyone who works with local chapters or groups. The characterisation of groups being categorised into 3 types, Lone Wolves, Activists and Organiser rings true for anyone who’s been involved in working with local groups.
Lone Wolves being those who chose to ‘to build power by leveraging information — through legal briefs, public comments, and other forms of research advocacy’ while ‘mobilisers and organizers, by contrast, choose to build power through people’.
For many its easy to see activism and organising as the same, but as Jim Coe points out in his review of the book that the ‘two strategic models are in fact based on radically different philosophies and approaches’.
This central idea is one that I found most challenging in the work that I do. I often find myself using the words interchangeably, but as Joy Cushman suggests in the book “The organizer thus makes two [strategic] choices: 1) to engage others, and 2) to invest in their development. The mobilizer only makes the first choice. And the lone wolf makes neither”.
The study is full of practical ideas and evidence insight, for me 5 things stand out as challenges and opportunities for those working in ‘traditional’ organisations or associations looking to build grassroots networks;

  1. The need to focus on transformational and transactional outcomes – Han refers to the this paper on Metrics that Matter suggesting in the rush to prove to funders and if were honest often others in our organisations the value of our work we can spend too much time focusing on transactional outcomes (the number of emails sent for example) but we need to focus more on transformational outcomes that reflect the often ‘invisible’ work of building capacity and how people have been altered through collective efforts.
  1. Develop the approach of a coach when working with supporters – groups that had adopted an organising approach were ones that Han understood the need to create a ‘network that grows’, as staff at the heart of an association its easy to revert to an activist approach, but should focus on coaching those involved in groups about how to overcome specific challenges or situations that they are facing.
  1. Question the narrative – Han talks about the way she observed different chapters making meaning of their work through past experiences “Remember when we got 100 people to attend the meeting”, suggesting its more than just the ‘we’ve always done it this way’ perspective but a sense of believing that we develop a ‘taste’ for specific approach. We need to challenge this.
  1. Bring people together for fun – the research finds that the most successful chapters or group were those that combined political and social activities, deepening commitment and a sense of shared values. Perhaps a learning that feels obvious in the cold light of day but too often in my experience overlooked.
  1. Make our approach sticky – making the time to invest in leadership development isn’t easy, but for chapters to succeed the rationale for adopting a particular method of change needs to become ‘sticky’ that is passed on from one generation of leaders to another.

This post first appeared on the Mobilizing Ideas February Essay Dialogues, and can be read in full here

Making working in coalition work

I love working in coalition (which is perhaps why I’ve ended up working at Bond!).
I’ve lost count of the number of coalitions that I’ve been involved during my campaigning career, but from End Water Poverty, to Make Poverty History, via Turn Up Save Lives. I get a buzz from bringing people together to achieve more through our shared endeavours that we can achieve on our own (h/t the Labour Party membership card!)
But ask most campaigners about working in a coalition and you’ll normally experience a sharp intake of breath before being regaled with some horror story of the challenge of working with others, but it doesn’t have to be like that!
Here are a few tips I’ve found helpful;
Build relationships – throw any group of individuals together for the first time, that doesn’t mean you need to become best friends with everyone in the coalition, but taking time to get to know people, what’s brought them to this work, what makes them tick will always accelerate the effectiveness of your coalition.
Trust mattersresearch shows that the most effective coalitions where those involved experience high degree of trust. It’s not easy to build trust quickly, it comes through working together, going through adversity, pulling off the unexpected, but healthy coalitions are ones where those involved trust each other.
Be clear on the structure you need – there are a huge number of ways you can go about structuring your coalition, but finding a model that feels like its going to work really helps. With Turn Up Save Lives we’ve found that an informal coalition has been all we’ve needed, but in other campaigns a more formal structures has been really helpful. And remember, that the model you start with can change during the lifespan of your coalition!
Keep perspective – It can be easy to read too much into the actions of others in a coalition, and see every action as part of a vast conspiracy theory, sometimes its is, but my experience that more often than not that’s not the case. More often than not its a mistake than a conspiracy.
Build a diverse coalition – this is a mantra that’s been drummed into me from the first campaigns I was involved in. Diverse coalitions that bring together people or organisations who don’t normallly work together have impact. Remembering that by working together in a coalition doesn’t mean you have to agree on everything else you do.
Make it easy to collaborate – most people coming into your coalition are already busy, so finding the tools that help facilitate this really help. Setting up Google Groups is often a brilliant way of doing this, having regular conference calls (I use PowWowNow a lot!) and if possible getting people together in person.
Find the coalition builders – We exist, we’re often the people you’ll spot trying to make connections between different people or groups or who will pick up the action points that no one else is keen to take on. Make sure you’ve got a few of us involved in your coalition from the start!
End it when it needs to end – too often coalitions keep going because ‘thats the way we’ve always done it’. The most effective coalitions I’ve been involved in have clear review points, and end when it’s time to end. Again if your coalition achieves its original aim doesn’t mean you can’t form a new coalition for the next stage!
You might also be interested in this post – Working in coalition – learning from the last 10 years.

Questions campaigners should ask regularly

Been challenging myself to ask more questions. Here are a few I think I should be asking more often.
1 – What does ‘success’ look like? A fundamental question to ask regularly. The answer should have both a specific and detailed response, as well as a reflection on what you want your campaign to achieve in the long term.
2 – What has the real influence here? Who can deliver the change we want? Its easy to focus on campaigning towards a target we feel comfortable with, or we’ve approached before. A through power analysis should be central to any campaigning we do, and from that an informed strategy. I’ve always thought that the right target is whomever can wake up tomorrow and deliver your campaign ask.
3 – What do you really need from us? A question any organisations with resources should ask to those within its movement, campaigns often succeed because of the variety of voices working on a issue. Sometimes that’s in formal coalitions, where resources are distributed in formal ways, but even in more informal coalitions, ensuring that others partners in your movement have what they need is essential. The answer isn’t always money, sometimes its political insight, sometimes its practical resources or access to technology.
4 – Do we really need to campaign here? This might sound like a counter intuitive question, but launching a campaign should be a tactic if other more ‘insider’ approaches aren’t going to work, rather than an initial response. Why? Campaigning comes at a cost, it’s resource intensive, and often the success we’re looking for can be delivered by a well placed ‘insider’ interventions.
5 – What would we do with twice the resource? All campaigns operate in a resource scarce environment, where their are trade offs to be made, asking this question is a great way of checking that you’re allocating the resources that you do have the most efficient and effective way. If you’d do more on one thing that you’re already doing, then perhaps you should look to redistribute the resources you already have.
6 – What are we learning? What would you do differently next time? Finding time to evaluate in the midst of a campaign isn’t always easy, but by asking what you’d do differently helps to ensure future campaigns win. Planning times for quick evaluation should be at the heart of any campaign.
What questions would you add?

Campaigners #Shelfie – 6 books that should be on your reading list.

I’m often asked for suggestions of books campaigners should read. I could list hundreds, but here are 6 that I’ve found particularly useful in the last year. I’d love your suggestions and additions.
1 – The Power of Habit – you might be groaning under the weight of books available from authors like Malcolm Gladwell or Nate Silver. I’ve read far too many of them, but I found Charles Duhigg book is one of the most helpful. His book is full of insight about what makes us change our actions, and has a fantastic chapter on why Rosa Parks was successful and how movements start because of the social habits of friendship and grow because of the habits of a community. It’s also helpful if you’re trying to keep a new years resolution!
2 – Victory Lab – I’ve written before about why I think all campaigners should keep a close eye on what’s happening in the US to learn about approaches. Sasha Issenberg book is the best look at the data-drive approach that has been adopted across US politics. It’s a brilliant look at how the Obama campaigns and others have adopted microtargetting, testing and audience insight. Campaigners in the UK have much to learn on this and this book is a great introduction.
3 – A View from the Foothills – Campaigning is political, and its vital that every campaigner has a good idea of how politics work. To be honest, I’m sometimes time surprised about the level of political literacy that exists amongst some campaigners. if we want to win campaigns we need to know how the institutions we’re targeting operate. Chris Mullin’s diaries of his time as a MP and junior minister are one of the best reads out there, but you wouldn’t go wrong reading Alistair Campbell’s diaries either.
4 – Made to Stick – looking for ideas about how your communications can get traction, what the top brands do to ensure that you remember their adverts, then you need to read Chip and Dan Heath’s book. Its a practical, full of great illustrations and the principles will stick with you as you design your next campaign messaging.
5 – The World Is Not Ours to Save – this is a personal choice that I’ve found really helpful over the last year. Although its primarily written for faith-based activists, the premise of the book, that as activists and campaigners we need to recognise our limitations, and ensure we build in habits that allow us to rest and be refreshed is one I’ve found really helpful as I’ve been thinking about how I sustain a long-term career in campaigning. If you don’t find Tyler Wigg-Stephens book for you, perhaps try other authors who’ve written about spirituality and activism.
6 – How Organizations Develop Activists – A late entry into my list, but I adore this book. Hanhrie Han has done the legwork to work out why some grassroots groups succeed and others fail. I found myself changing from nodding in agreement to furiously scribbling down insight from Han’s study of two unnamed organisations in the US, for anyone who wants to think about how they can build a flourishing grassroots network . A good summary of why it works (or doesn’t) here and this by Jim Coe is a fantastic summary.

Read, Reflect, Get a Mentor, Plan to Rest – 4 resolutions to make your a better campaigner in 2016

Originally posted in January 2015 but still relevant for 2016! 
I’m terrible at keeping new year resolutions (if you want a campaigner who takes them very seriously check out Oxfam’s Al Kinley), but I’m a big fan of using the start of a new year to try to build new habits.
So as you get back into the office here are a few thoughts about steps that you could take to be a better campaigner in 20156.
1 – Read. A wise person once said to me that ‘leaders are readers’ its a maxim that’s stuck with me, and is part of the motivation for this blog.
In20156, make time to read about campaigns that are winning, trends that will impact your campaigning (Mobilisation Lab is a good place to start (and hopefully this blog)), what’s going on in politics (as a start sign up for daily emails from Labour List, Conservative Home, Lib Dem Voice plus Times RedBox) and be inspired by campaigners from the past.
But don’t just read things you agree with, take a moment to follow blogs and read newspapers that put alternative perspectives across. Don’t assume that everyone thinks the same as you and your colleagues, they don’t. Believe it or not, you could be a better campaigner by reading the Daily Mail.
2 – Reflect. When I started my new job in July, I penciled in my diary to take the forth Friday afternoon of each month to escape my desk and spend a few hours reflecting on what was working and wasn’t working. It hasn’t happened, although I’m going to try again in20156 with a less ambitious fortnightly lunch slot!
In campaigning, it can often feel like a luxury to take an hour or two to reflect and review on the last week, fortnight or month, but research shows that reflecting on performance actually improves your work. Why not start the year by booking in 30 minutes every 2 weeks to reflect on the following questions;

  • What is your campaign doing well and what should you continue to do?
  • What is your campaign doing ‘okay’ or badly and what can it improve?
  • In what ways has your understanding about the situation deepened or changed?
  • What have your learnt in the last fortnight? What areas are you being stretched in?

3 – Get a mentor. I’ve really valued those who’ve invested time in helping me be a better campaigner. I’ve found meeting with someone on a regular basis, about once every 4 to 6 weeks for an hour or so over coffee, has really helped me in my career. I find a mentor is someones brain I can mine for ideas, someone who can help me see the bigger picture or coach me through a particular challenge I’m facing.
It can feel intimidating trying to identify a mentor, it could be someone more senior in your organisation (probably in a different team), a campaigner you admire or someone working in a related area you’re keen to deepen your experience in. Start out by suggesting you trial it for 3 months and take it from their, you’ll be amazed that people like to say yes when you ask them
4 – Plan to Rest.  You might feel rested after a Christmas break with a few long lie-ins and quiet days, but book your next break now, and make a strategy for how your going to switch off from your work over the next year. We need you to be involved in the work of delivering social change for at least the next 12 years, not just the next 12 month, and sadly too many of us burnout. I love these resources from the team at Plan to Thrive,  I can’t commend this article from Rockwood Leadership enough on how to develop good habits to avoid burnout and I’m a big fan of encouraging everyone to take a retreat.

14 great reads for campaigners from 2014

Settle in with a cup of tea, here are 14 great reads (in a rough order of how much I enjoyed them) that I’ve shared during 2014 that a worth a read.

1. Understanding New Power – brilliant from Jeremy Heimans and Henry Timms on how the world is changing. A must read (great summary in the graphic above).
2. Changing Trends: New Power, Neuro-Campaigning and Leaderless Movements – just love this paper on key campaigning trends from Hannah and Ben.
3. Purpose Driven Campaigning – 40 key principles for growing social movements drawn from Purpose Driven Church.
4. When the pillars fall — How social movements can win more victories like same-sex marriage – brilliant look at how same-sex marriage advocates in the US build a movement to win.

5. Grassroots-led Campaigns: Lessons from the new frontier of people-powered campaigning – brilliant MobLab report full of wisdom and insight of the people at the cutting edge of grassroots-led campaigns (GLC model in the graphic above). Basically anything MobLab writes is brilliant.
6. From fired up to burnout: 7 tips to help you sustain a life committed to social justice – offered without comment.
7. 6 things today’s breakout campaigns get right – great insight from the always brilliant Jason Mogus
8. “More of an art than a science”: Challenges and solutions in monitoring and evaluating advocacy – also enjoyed this by Jim Coe.
9. Stonewall’s secrets of successful charity lobbying – top tips from one of the best (also learning from Greenpeace here).
10. From Petitions to Decisions – how change.org is continuing to innovate.

11. Inside the Cave – a look at the digital and technology behind the Obama 2012 campaign (and here is more on how the campaign used twitter)
12. The Art of Coalition Campaigning – brilliant set of reflections from Ben Niblett.
13. 14 lessons from the Scottish referendum – useful reflections from the UK political event of the year (more here)
14. Rage Against the Machine – Lessons from Guzzardi–Berrios Race – how a 26-year-old former journalist organised to get elected in Chicago. Great lessons about working with the grassroots (and here on how to lose your seat when your a high-profile US politician).