From Across the Pond – US approaches to planning and evaluating campaigns

I’m in the US this week linking up with various advocacy organisations, so I’m going to use the posts this week to highlight some the interesting work that’s coming out of the US about planning and evaluating advocacy.
Much of it has been driven by a desire by some of the large foundations (who are major donors to the work of US charities) to develop an approach that helps them to asses the quality of the applications they receive from organisations.
The first resource I’d flag up is ‘Campaigning For Change; Learning from the United States’. I’ve read it twice now and I have to confess to still not understood it all, but that’s not because it’s badly written, but simply because of the complexity and breadth of the topic it’s trying to address. Proving if you’re campaign is making a difference.
But I’m going to persevere because I think so much of the insight and the models it shares will be invaluable to UK campaigning. I know that I’ve lost count of all the times that I’ve been asked the question ‘is your campaign making a difference’ and then struggled to answer it, and I think this tool could help to answer that. The report shares lessons about how US organisations have used a ‘Theory of Change’ model to inform their advocacy planning over a number of years.
A Theory of Change (TOC) can be defined as ‘laying out what specific changes a group wants to see in the world and how and why a group expects its actions to lead to those changes’
A TOC is built on the basics of the Logic Model, but encourages organisation to develop an understanding of what is required for change to take place and what strategies will be used along the way, and to think about the links about how the activities undertaken and the end goals based on insight from political and social thinking. The main elements are;
1 – Stating a clear aim
The TOC encourage you to start with a clear aim, which should be seen as the overall purpose of the campaign, the change a organisaiton wishes to see and the impact it wants to make.
2 – Mapping activities to achieve your campaign aim
Examining what activities will bring about the campaign aim, and being clear how they link to the end goal you’re looking to achieve. At this point it’s about considering activities, like a creating the political will for change or developing of alliances as opposed to considering the detailed tactics (holding a march, running an advertising campaign, etc).
3 – Outcomes and how to get there – Using ‘so that’ chains
This stage of the process is about being clear about how each of the activities will link together, it encourages the use of ‘So That’ chains to check the validity of a set of specific assumptions by looking at the logical links between the different steps of the campaign. This allows you to link specific activities with the expected effect or outcome in the journey towards the desired result, and provides a space to challenge the assumptions that you might make.
4 – Understanding how social change happens
Central to TOC is an understanding of what strategies bring about what types of social change. Ensuring that the types of activities being undertaken match the overall strategy being pursued is important. The paper draws out a number of different reasons for how change happens based on academic studies and approaches. This can be used for the basis of a diagrammatic strategy to show the journey that you believe your campaign will undertake.
5 – Capacity of the organisation to achieve change
By doing the above, a TOC can help to illustrate the elements that an organisation will need to ensure they have the capacity to carry out their strategy.
6 – Evaluation built into the model
By articulating the change desired and the anticipated process that you’ll undertake to achieve it, you’re able to evaluate throughout the process, and also provide a space to question if the assumptions that were made are correct or not.
It’s hard to summarise the model in a few hundred words, so I’d strongly encourage you to read the report, or look at the  Brian Lamb’s presentation at the NCVO Campaigning effectiveness conference.
Part of me really likes this approach;

  • It ensures that assumptions about the value of a specific tactic or approach are discussed and understood by all involved.
  • Requires organisations to consider how they understand about what brings about social change, especially important when trying to communicate about the rationale behind the tactics that have been selected in a large organisation, where not everyone is an advocacy specialist.
  • Challenges a ‘one size fits all’ approach to deciding on campaign tactics because they’ve always been used.
  • It puts evaluation at the heart of the process, so it’s easier to monitor the ‘impact’ that the advocacy is having.

But I’ve also got a few reservations about it;

  • The model isn’t the easiest to get your head around which might turn some away from looking to use it. I hope that NCVO are considering offering further training about implementing it.
  • I’m not clear from the report what about the role and place for considering the external environment is. It seems that the model doesn’t have an obvious space for exploring what’s happening outside of the organisation/campaign. I don’t think we should be putting down the PEST charts yet!
  • Will it work for national advocacy campaigns? Most of the models quoted in the report are based on statewide or local public awareness campaign, where the required outcomes and results don’t require the activities

Have you used this model in your advocacy planning? Does using such a tool appeal to you or does the complexity make you switch off?

O.A.Ps = Overlooked Activist Potential

Older people are an often overlooked but vital group of activists so it’s great to see the Sheila McKechnie Foundation launch the ‘Take Action’ award supported by Age UK to ‘recognise and encourage older campaigners who are aged 60 or over who campaign about issues that matter to them’.
In my own work, I’ve often been inspired by the commitment that some of our older activists have played in our campaigns, so its great to find an opportunity to acknowledge the key role they play.
Here are a few reasons why I think campaigning organisations shouldn’t overlook the valuable role that older campaigners can play;
1. Engaged – From voting to participation in voluntary groups most surveys show that the over 60s are more likely to get involved, so if we’re looking for people who are likely to get involved on a regular basis older people are likely to be a reliable source. Add to that the fact that they vote means that they’re a group that politicians like to listen to because they’re more likely to turn up at the ballot box when it matters.
2 – Well networked in their communities – Many older people have lived in their communities for years and are often active members of community groups, faith communities, etc. So if we’re looking for people who know other people to get involved in our campaigns using the networks that many have could be an effective way of doing just that.
3 – Professional experience – This is a theme that Duncan Green picked up in a post entitled ‘Are Grey Panthers the next big thing in campaigning?‘ at the end of last year. If we’re looking for people who can talk about the importance of health systems in developing countries, should we be looking to get retired nurses and health workers from the UK involved? Will they be able to speak with an authenticity born from years of working in the health sector that others can’t?
4 – Time rich – One of the criticisms of the current debate about ‘clicktivism’ is that it’s campaigning for the time poor. That it’s suited for people who don’t have the time to do anything more than send an e-mail or click ‘like’ on a Facebook page. Many older campaigners have time to devote to other activities, so perhaps they’re the group we should be focusing on to take part in high-level campaign activities.
So how should we respond to working with older campaigners? Here are a few thoughts;

  • Build alliances with key gatekeepers – I remember being told once that the government really started to take notice of the Jubilee 2000 Campaign when it started getting messages from local WI groups around the country. I don’t know how true that is, but it’s a useful reminder that coalitions could do well to reach out to and engage similar groups.
  • Profile them in our materials – Too often our annual reports have pictures of enthusiastic young people on a demonstration, perhaps it’s time to start to profile some of the activities of our older campaigners.
  • Remember to go beyond philanthropy – One of the untold stories in development over the last 20+ years has been the role that the Rotary Club International has played in the fight to eradicate Polio worldwide. Through its branches it raised over $900 millions, but more than that it’s advocated to raise over $8billion from governments, but you probably haven’t heard much about it. A great example of using a network, which has its fair share of older members, not simply to raise money but also advocating for change.

Campaigns Total – No 10 and Office of Deputy PM

Total number of actions received between May 1st 2010 and May 1st 2011:
Number 10 – 109,674
Office of Deputy Prime Minister – 17,315
Number 10 was unable to provide a breakdown of how the actions were received.
For the Office of the Deputy Prime Minister the totals were as follows;
Number of letters: 2,867
Number of emails: 14,448
Biggest campaign:
Number 10 – Tearfund – Millennium Development Goals – 28,001
Office of Deputy Prime Minister – Unknown source – News International – 12,077
Breakdowns by topic and organisation:
Number 10
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Office of Deputy Prime Minister
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Both responses included the caveat that information collected about a campaign will be dependent on the judgement of a member of a staff. Information taken from Freedom of Information request returned on 3 June 2011 and is adapted from information provided by Office of Deputy Prime Minister and Number 10. The spreadsheets of information can be downloaded for No 10 and Office of Deputy PM.
More about the ‘Campaigns Total’ project here. Be first to get the information from other departments by subscribing to the site using the box on the right, adding http://thoughtfulcampaigner.org/ to your RSS feed or following me on twitter (@mrtombaker)

Campaign Totals – DECC

Total number of actions received between May 1st 2010 and May 1st 2011: 136,819

Number of letters: 256
Number of postcards: 18,504
Number of petition signatures: 581
Number of emails: 117,478
Biggest campaign: Avvaz.Org – Europe: trees not Tricks / UK must lead on forests – 24,286 emails (although its interesting to note that the Avvaz website indicates that over 76,000 messages were sent. UPDATE – apparently that’s for the whole of the EU not simply the UK)
Breakdown by topic and organisation:

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The breakdown has been adapted from multiple spreadsheets received from DECC, to download all the information provided click here. To view the breakdown spreadsheet in google docs click here.
Information taken from Freedom of Information request returned on 2 June 2011 and is adapted from a list of information provided by Department of Energy and Climate Change.
More about the ‘Campaigns Total’ project here. Be first to get the information from other departments by subscribing to the site using the box on the right, adding http://thoughtfulcampaigner.org/ to your RSS feed or following me on twitter (@mrtombaker)

Five for Friday…

Here are five great articles I’ve read in the last few weeks that are worth reading…..
1.Why is the new Oxfam campaign called ‘GROW’? The importance of framing – Duncan Green reveals the process that Oxfam went through to name its new campaign, and why the ‘normal language of activism – justice, rights, end this, stop that?’ is seen as harsh and off-putting by those who might otherwise be sympathetic to our campaigns.
2. Does insult-based NGO advocacy work? – Richard Gowan at Global Dashboard questions the approach of some NGOs.
3. Building Critical Mass for #Fatullayev – in the week that Amnesty International celebrates its 50th birthday, Rob Sharp on the role of twitter in securing the release of journalist Eynulla Fatullayev in Azerbaijan.
4. Down to the letter – from the CAFOD policy blog last month. Some excellent insight into how to make letters to government truly effective.
5. Greenpeace Italy get a message across during the Italian FA Cup final – another to add to the list of great campaign stunts?
What else have you read that you’d add?

Campaign Totals – Department for Transport

Total number of actions received between May 1st 2010 and May 1st 2011: 19,240 (although in the response the Department said approx. 18,000)

Number of letters: 5,025
Number of petition signatures: 1,200
Number of emails: 13,015
Biggest campaign: Greenpeace – Stop fuels from oil sands being used in the EU – 5,650 emails
The Department of Transport was keen to stress in its reply that ‘no complete record is kept centrally of all the campaign correspondence received by the Department for Transport’ going on to state that ‘furthermore, it may well be that, where multiple copies of the same letter/e-mail were received from multiple recipients, not every copy will have been retained‘.
Concluding that ‘from adding up the figures for each of the individual campaigns (please be advised that this is not necessarily an exhaustive list), it is possible to calculate that at least 18,000 items of campaign correspondence were received in total during the year in question. However, the actual total is likely to have been higher’ which it is because my calculations show they listed over 19,000 actions.
Breakdown by topic and organisation:
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View the spreadsheet in google docs here. Information taken from Freedom of Information request returned on 27 May 2011 and is adapted from a list of information provided by Department of Transport.
More about the ‘Campaigns Total’ project here. Be first to get the information from other departments by subscribing to the site using the box on the right, adding http://thoughtfulcampaigner.org/ to your RSS feed or following me on twitter (@mrtombaker)

How Oxfam let key activists know about its new campaign first

Oxfam are due to launch a new global campaign tomorrow (June 1st – although it seems that the BBC have jumped the gun by reporting on it a day early), and we’re promised that we should be prepared for a ‘impending wonk, campaign, celeb and media fest around Oxfam’s campaign launch tomorrow. Biggest thing ever; simultaneous launches in 45 countries; bigger (at least in ambition) than Make Poverty History or Make Trade Fair’
While it’ll be interesting to watch how the campaign develops and the tactics they use, especially with so many countries involved, as a campaigner I’ve also been interested in following the way that Oxfam GB have already soft launched the campaign to key activists around the country.
For example a colleague forwarded me an invite to a supporter phone briefing the activism team hosted on May 17th. It’s the first time I’ve come across the idea of such a call, but it seems like a really inspired and practical idea. The call involved speakers from the Oxfam GB’s Campaigns and Policy team, alongside representatives from the Events team with practical suggestions about what people could do.
Looking at the Cover It Live conversation from the call it looks like those who participated had a really lively conversation. For me, using such an innovative tool has a number of advantages;

  • It builds a sense of ownership – For those invited to be part of the call to allows them to feel that they’re the first to know, that they’ve got a responsibility to promote the campaigns to their own networks when it goes live.
  • It equips people and provides a space to ask the difficult questions – It’s easy to launch a new campaign with the accompanying policy report, but the reality is that most activists don’t have time to sit down immediately to read and digest it. A call like this allows the opportunity for supporters to feel like they’ve had the opportunity to ask before they’re hearing about it on the news.
  • It builds loyalty – by breaking down the divide between staff and supporters, especially by actively asking for suggestions and ideas, it makes Team Oxfam bigger. They also actively encouraged those on the call to join a group on their ‘enabler‘ site to keep the conversation going.
In the past, the cost of hosting such a call would have been prohibitive but here are a few ways that other campaigns looking to try the idea could do it for almost nothing;
  • PowWowNow is a free conference call service, which can facilitate ‘event calls’ for up to 300 people.
  • Cover It Live is an excellent interface for facilitating live discussion between a group. It’s free and you can use it to display images, carry out polls and can even include live video from a webcam if you’re prepared to pay a little extra.
What other free technology exists that could enhance a call like this? Have you seen other organisations use similar tools to keep key supporters informed? 

Campaign Totals – Department of Health

Total number of actions received between May 1st 2010 and May 1st 2011: 18,704

Number of postal correspondence: 15,201
Number of emails: 3,508
Biggest campaign: Association of Convenience Shops (ACS) – Tobacco Display Ban – 6,684
The Department of Health indicated that ‘to identify which items of postal correspondence were letters and postcards would incur disproportionate cost
Breakdown by topic and organisation:
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View the spreadsheet in google docs here. Information taken from Freedom of Information request returned on 27 May 2011 and is presented as it was received from Department of Health.
More about the ‘Campaigns Total’ project here.
Be first to get the information from other departments by subscribing to the site using the box on the right, adding http://thoughtfulcampaigner.org/ to your RSS feed or following me on twitter (@mrtombaker)

Campaign Totals – Home Office

Total number of actions received between May 1st 2010 and May 1st 2011: 8,402
Number of postcards: 613
Number of emails: 7,789
Biggest campaign: Change.Org – Protesting about a loophole in the law allowing for importation of juvenile primates – 805
The Identity and Passport Service also received 253 actions in the year. No figures were provided by UK Border Agency
Breakdown by topic and organisation:
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View the spreadsheet in google docs here. Information taken from Freedom of Information request returned on 26 May 2011 and is presented as it was received from Home Office.
More about the ‘Campaigns Total’ project here.
Be first to get the information from other departments by subscribing to the site using the box on the right, adding http://thoughtfulcampaigner.org/ to your RSS feed or following me on twitter (@mrtombaker)

Campaign Totals – Department of Education


Total number of actions received between May 1st 2010 and May 1st 2011: 4,718
Number of letters: 900
Number of emails: 3,818
Biggest campaign: Sustainable Schools Alliance – Campaign asking the Government to support schools and put sustainability teaching at the heart of its education strategy – 1,234
Breakdown by topic and organisation:
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View the spreadsheet in google docs here. Information taken from Freedom of Information request returned on 26 May 2011 and is presented as it was received from Department of Education.
More about the ‘Campaigns Total’ project here.
Be first to get the information from other departments by subscribing to the site using the box on the right, adding http://thoughtfulcampaigner.org/ to your RSS feed or following me on twitter (@mrtombaker)