Table of Contents >
   Part I. Organizing for Effective Advocacy
(Chapters 3... >
      Chapter 30. Principles of Advocacy >
         Section 7. Developing a Plan for Advocacy >
             Tools & Checklists - A checklist that summarizes the major points contained in the section. >

Developing a Plan for Advocacy

  

Tools & Checklists

 Contributed by Prue Breitrose Edited by Stephen B. Fawcett

Tools

Tool 1: Strategy Check-List
Tool 2: Table for Turning Goals into Action Steps
Tool 3: Table for Planning Tactics
Tool 4: Campaign Planning Chart

Checklist

Tools

Tool #1: Strategy Check-List


Goal:  

Strategy

Does it:

Y/N

 

Help us reach our goals?

Use our allies?

Minimize our opposition?

Suit our style?

 
 

Help us reach our goals?

Use our allies?

Minimize our opposition?

Suit our style?

 
 

Help us reach our goals?

Use our allies?

Minimize our opposition?

Suit our style?

 
 

Help us reach our goals?

Use our allies?

Minimize our opposition?

Suit our style?

 
 

Help us reach our goals?

Use our allies?

Minimize our opposition?

Suit our style?

 


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Tool #2: Table for Turning Goals into Action Steps

Goal Action Steps
 

By________________,

By________________,

By________________,

By________________,


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Tool #3: Table for Planning Tactics


Goal: ___________________________________________________________________

Strategy: _______________________________________________________________

Action

By whom

By when

Resources and support needed

Possible opponents



       


       


       


       


       


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Tool #4: Campaign Planning Chart

Goals

Resources & Assets

Support/

Opposition

Targets/

Agents

Strategies

Action Steps















         


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Checklist

Here you will find a checklist outlining the important points of the section.


When should you make a plan?

__ The plan was made up front.

__ The parts fit together.

__ You have changed what you couldn't do.


What's the best way to plan?

__ Planning was done as a group.

__ Plans were recorded in a way that is easy to get at and use later.


What should we plan?

__ Planning was done under six headings: goals; resources and assets; supporters /opponents; targets and agents of change; strategy; and tactics.


How do we plan for goals or objectives?

__ Planning was done for long-term, intermediate, and short-term.

__ Objectives are SMART + C: Specific; Measurable; Achievable; Relevant; Timed; and Challenging.


How should resources and assets be included in the plan?

__ The following resources were included: funds; people currently available, and likely to be available in the future; important contacts; and facilities.


How should degrees of community support be included in the plan?

__ An inventory of allies and opponents has been made.

__ You have checked if people who are normally opposed to you may support you and if those who normally support you may oppose.


Which specific people or agencies should be included as targets or agents of change?

__ You have referred to your work in digging up the root causes of the problem.

__ You have identified the person (or agency) who absolutely needs to make a change if your goals are to be achieved.

__ You have thought about people who can be agents of change. You have included those who at first sight might look like targets for change, but may be able to be "turned," so they become agents for the group's goals.


How should you plan your strategy?

__ You have decided on your strategy.

__ You are prepared to be flexible, reacting to changing needs and conditions.

__ You have made sure that each strategy you consider will help reach your goals; will suit your style; will use your allies appropriately; and will work.


How should you plan your tactics?

__ You have picked those that best carry out your strategy.

__ As you plan each tactic, you have decided who will do it, when, with what resources, using which allies, and you have pondered what opposition and resistance it might meet.


How should you put it all together?

__ You have a loose-leaf binder or computer file in which to store the separate sections;

__ Or have attempted to make big charts showing the plans for each action across different sections;

__ Or both.


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