for facilitator how to use this powerpoint use the speaker notes as your guide throughout the...
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AFP SMARTA Guide to Quick Wins
Reach the Right Decisionmaker
with the Right Message
at the Right Time
May 2014
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Overview
Developing an effective strategy requires understanding
Key advocacy terms and concepts
Goal
Objective
Quick Win
SMART
The 3 phases essential to ensuring success
Phase 1
Build Consensus
Phase 2
Focus Efforts
Phase 3
Achieve Change
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Goal
Long-term outcome to describe the overall mission or purpose of a project, usually supported by several objectives
Objective
Brief statement of intent describing the specific outcome sought
Quick Win
Discrete, critical policy or funding decision that must occur in the near term to achieve a broader goal
Definitions and Key Concepts
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Types of Quick Wins
FundingDistrict budget for village and workplace family planning interventions increases by 54% from $190,000 to $293,000
PolicyNational family planning guidelines are amended to allow community-based distribution of contraceptive injectables
VisibilityGovernment announces Family Planning 2020 (FP2020) commitment at the International Conference on Family Planning
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The Secret to a Quick Win
Focus our energy and attention on
opportunities for action that have
the highest potential for impact in
the near term
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Definitions and Key Concepts
SMART
A SMART objective increases the likelihood of achieving a Quick Win
Specific
Measurable
Attainable
Relevant
Time-bound
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AFP Advocacy Approach
LandscapeAssessment
Quick Win Achievement Documentation and
monitoring of outputs and outcomes toward
impact
Evidence of Impact
Validation of results using evidence and
review of the landscape for change
SMART Objectives
Identification of SMART objectives needed to alter the landscape to
produce effective quick wins
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AFP SMART in 9 Steps
Phase 1
Build Consensus
Step 1
Decide Who to Involve
Step 2
Set SMART Objective
Step 3
Identify the Decisionmake
r
Phase 2
Focus Efforts
Step 4
Review the Context
Step 5
Know the Decisionmake
r
Step 6
Determine the Ask
Phase 3
Achieve Change
Step 7
Develop a Work Plan
Step 8
Set Benchmarks for Success
Step 9
Implement and Assess
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Phase 1Build
Consensus
Step 1Decide Who to
Involve
Step 2Set SMART Objective
Step 3Identify the
Decisionmaker
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Step 1
Decide Who to Involve
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Step 1—Decide Who to Involve
Civil SocietyAcademia
Healthcare Providers
Private SectorGovernment
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Step 2
Set SMART Objective
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Step 2—Set SMART Objective
What are we trying to accomplish and what can we do now?
Specificindicates what will be achieved and by what means
Measurableframed with quantitative or qualitative descriptors
Attainable is within reach
Relevantcontributes to the overall goal of your advocacy efforts
Time-bound sets a specific date for achievement
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Goal
To have a safe, clean space for children to play outside
SMART Objective
Kampala Resident City Commissioner signs ordinance to schedule fixed days for waste pick-up in Central Kampala division including CenKa neighborhood, by April 11
Sample Advocacy Goal and SMART Objective
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Many SMART Objectives to Reach One Goal
Objective 1
Kampala Resident City Commissioner
signs ordinance to schedule fixed days for waste
pick-up in Central Kampala
division, as a pilot
Objective 2
Neighborhood association organizes
volunteer brigade to convert
existing space into a playground
for young children over two
weekends
Objective 3
Division Councillor for
Central Kampala division signs
order releasing funds for speed bumps and one-way conversion of neighborhood
streets
Objective 4
GTZ provides sports equipment and supplies to neighborhood
association
Objective 5
Kampala Resident City Commissioner
signs ordinance to enable
neighborhood association to
use land for team sports for older
children
NOWChildren in CenKa
neighborhood have no safe, clean space to play outside
GOALChildren in CenKa
neighborhood have a safe, clean space to play outside
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Our Goal and Objectives
What do we hope to achieve in the long term?
What are the short-term SMART objectives of our advocacy?
What do we do first?
Long-term Goal Placeholder
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Group Work 2.1
Box 2.1
Broad Goal:
Smart Objective:
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Step 3
Identify the Decisionmaker
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Step 3—Who Makes the Decisions?
Who has the power to help ensure that your issue is addressed?
For example, who can ensure that contraceptive supplies and services are available for women who would want and need them?
AcademiaResearchersProfessors
Healthcare ProvidersDoctorsMidwifes
Private SectorEconomistsHealthcare providers
Civil SocietyNongovernmental Organizations
Faith-based OrganizationsWomen’s Associations
Youth GroupsAdvocacy Officers
GovernmentMinister of HealthMinister of GenderMinister of Finance
Advisors to the MinisterTechnical Officers
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Box 3.1
Identify Decisionmaker:
Group Work 3.1
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Phase 2Focus Efforts
Step 4Review the
Context
Step 5Know the
Decisionmaker
Step 6Determine the
Ask
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Step 4
Review the Context
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Step 4—What Is the Decision-making Context?
PlaceholderInsert photos or statements
representing what decisionmakers or other influential individuals or bodies
are saying about the issue to be addressed by your goal and objective
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Group Work 4.1
Box 4.1External Challenges
Box 4.1External Opportunities
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Step 5
Know the Decisionmaker
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What is their background? What are their core concerns?
Have they made any statements for or against family planning?
Whose opinion do they care most about?
Are they willing and able to act on issues they care about?
Step 5—What Do We Know About the Decisionmaker?
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Maternal health or women’s rights?
Cost-effectiveness of public health programs?
Young people?
Socio-economic development?
Cost-effectiveness?
What Does the Decisionmaker Value?
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How Do We Best Approach Each Decisionmaker?
Provide information
Why is our issue important?
Encourage the will to act
What is most likely to persuade the decisionmaker to take action?
Recognize their leadership
How can we thank the decisionmaker publicly and celebrate his/her role in securing a win?
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Group Work 5.1
Decisionmaker Name (from Box 3.1):
Box 5.1Core Value
Knowledge:
Values:
Willingness to Act:
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Step 6
Determine the Ask
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Support the ask through
Rational arguments
Use facts or evidence
Emotional arguments
Use evocative stories and photos
Ethical arguments
Use a rights-based approach
Step 6—What Is Our “Ask” and How Can We Support It?
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From an Ask to a Quick Win
Example: Advocates considered what was needed to amend the
national family planning guidelines to enable community health
workers to provide contraceptive injectables
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How Did They Do It?
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Group Work 6.1
Box 6.1
Identify Decisionmaker:
Rational
Emotional
Ethical
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The Five-Point Message Box
5. Answer the question: “What is the benefit?”
2. Enter core concerns(Step 5)
3. Anticipate objections and prepare response
4. Articulate the SMART ask
1. Enter decisionmaker’s name (Step 3)
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The Five-Point Message Box—Example
5. Benefit: Health gains for underserved groups (e.g., lower maternal mortality)
2. Core concern: All women do not have equal access to
healthcare
3. Objection: Universal access is too expensive
Response: Family planning is one of the most effective
investments
4. SMART ask: Create a line item for family planning in the
budget
1. Decisionmaker: Budget analyst for the Minister of Finance [Name of person]
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Enter the Decisionmaker’s Name
5. Answer the question: “What is the benefit?”
2. Enter core concerns(Step 5)
3. Anticipate objections and prepare response
4. Articulate the SMART ask
1. Enter decisionmaker’s name (Step 3)
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Enter Core Concerns
5. Answer the question: “What is the benefit?”
2. Enter core concerns(Step 5)
3. Anticipate objections and prepare response
4. Articulate the SMART ask
1. Enter decisionmaker’s name (Step 3)
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Anticipate Objections and Prepare Response
5. Answer the question: “What is the benefit?”
2. Enter core concerns(Step 5)
3. Anticipate objections and prepare response
4. Articulate the SMART ask
1. Enter decisionmaker’s name (Step 3)
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Articulate the SMART Ask
5. Answer the question: “What is the benefit?”
2. Enter core concerns(Step 5)
3. Anticipate objections and prepare response
4. Articulate the SMART Ask
1. Enter decisionmaker’s name (Step 3)
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Answer the Question: “What Is the Benefit?”
5: Answer the question: “What is the benefit?”
2: Enter core concerns(Step 5)
3: Anticipate objections and prepare response
4: Articulate the SMART ask
1: Enter decisionmaker’s name (Step 3)
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Group Work 6.2
5: To What End?
2: Core Concern 3: Objection
4: SMART Ask:
1: Decisionmaker Name
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Each team member should be able to deliver the message and the supporting message points
Remember: the messenger is as important as the message
Message and Messenger
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Determine the Messenger
Policymaker CelebrityCommunity
Members
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Will your request be part of an informal discussion or require a formal presentation?
How much time will you have to make your case?
If more than one of you is involved in the meeting, who will present the issue and who will ask the decisionmaker to act?
How will you follow up after the meeting? Is another meeting needed?
Deliver the Message
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Group Work 6.3
Box 6.3
Messenger Name:
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Phase 3Achieve Change
Step 7Develop a Work Plan
Step 8Set
Benchmarks for Success
Step 9Implement and
Assess
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Step 7
Develop a Work Plan and
Budget
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Do we have financial resources?
Do we have the time?
Do we have the data to support our request?
Do we have human resources?
Step 7—Assess Internal Resources
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Group Work 7.1
Box 7.1Internal Challenges
Box 7.1Internal Opportunities
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How will the activity further our objective?
How does it relate to what the decisionmaker considers important?
Is the activity worth the time and money it will require?
Is the activity needed to achieve a Quick Win?
Is the activity SMART?
Specify Advocacy Activities
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Group Work 7.2
Box 7.1Internal Challenges
SMART Objective
Next Steps/Input Activities
Estimated Budget
Person(s)Responsible
Timeline
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Step 8
Set Benchmarks for
Success
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Outputs—Did you carry out all the advocacy activities in your work plan?
Outcomes—Did you fulfill your SMART objectives and achieve a Quick Win?
Impact—Did your Quick Win improve the situation for those who need and want access to family planning?
Step 8— Three Ways to Measure Success
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Sample Benchmarks
Objective 1
Kampala Resident City Commissioner
signs ordinance to schedule fixed days for waste
pick-up in Central Kampala
division, as a pilot
Objective 2
Neighborhood association organizes
volunteer brigade to convert
existing space into a playground
for young children over two
weekends
Objective 3
Division Councillor for
Central Kampala division signs
order releasing funds for speed bumps and one-way conversion of neighborhood
streets
Objective 4
GTZ provides sports equipment and supplies to neighborhood
association
Objective 5
Kampala Resident City Commissioner
signs ordinance to enable
neighborhood association to
use land for team sports for older
children
NOWChildren in CenKa
neighborhood have no safe, clean space to play outside
GOALChildren in CenKa
neighborhood have a safe, clean space to play outside
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SMART Objective:
Kampala Resident City Commissioner signs ordinance to schedule fixed days for waste pick-up in Central Kampala division, as a pilot
Outputs—One-on-one meeting with city commissioner; a brief with data on previous successful pilot waste pick-up projects
Outcomes—Signing of ordinance; resources allocated in city commission budget
Impact—Did your Quick Win improve the situation? What’s the next objective?
Sample Benchmarks
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Group Work 8.1
Box 8.1Indicators of Progress
Anticipated Outputs Anticipated Outcomes (Quick Wins):
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Step 9
Implement and Assess
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Step 9—Putting it All Together
LandscapeAssessment
Quick Win Achievement
Documentation and monitoring of outputs and outcomes toward
impact
Evidence of Impact
Validation of results using evidence and
review of the landscape for change
SMART Objectives
Identification of SMART objectives needed to alter the landscape to
produce effective quick wins
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Assessing Our Impact
We assess
Because advocacy can produce useful results
To capture longer-term gains from quick wins
To better explain the value of our investments in advocacy
To keep our eyes on the long-term impact as we track our quick-wins
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Review your plan
Ask: What must happen next to get to your goal?
Has your landscape changed? Is the next objective still correct?
Should you reformulate your advocacy strategy? Should you add another objective?
What Do You Do After a Quick Win?
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What are our immediate actions following this meeting?
Review assignments and next steps
Set up the next phone or in-person follow-up on progress
Evaluate progress against benchmarks to ensure that we are on track
Time to Take Action
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For More Information
AFP Advocacy Portfolio: http://advancefamilyplanning.org/portfolio
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advancefamilyplanning.org
Thank You!AFP aims to increase the financial investment and political commitment needed to ensure access to high-quality family planning through evidence-based advocacy.
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Evaluation