New planning and evaluation tools for advocacy communications
Just in time for Christmas, two of our favorite colleague organizations in the advocacy planning and evaluation field -- Asibey Consulting and Spitfire Strategies -- have released complementary resources; both are available online to the public.
Asibey Associates' new offering, Are We There Yet? A Communications Evaluation Guide (image above is excerpted), is designed to help nonprofits and foundations determine whether their communications are effective. Most seasoned advocates have seen plenty of communications guides come across their desk -- both from within and from outside their organization. But Are We There Yet? positions itself (see below) as an "evaluation strategy tool - not a communication planning tool." In other words, you may have a excellent idea of what you need to say, but you still must figure out what effect your communications are having on your audience -- are they moving you toward your objectives and toward your ultimate goal? How do you know?
Of course, it's much easier to pursue the continuous evaluate-and-correct method of advocacy that Asibey Associates champions -- as do we at Continuous Progress -- once you have planned your effort carefully. Spitfire Strategies, authors of the hit Smart Chart, have taken a minimalist approach to communications planning with their new tool, The Just Enough Planning Guide. The guide walks the user through an online, interactive planning process. As you work your way through the tool, you'll encounter several gut checks; these help you evaluate your answers and ensure well-reasoned choices.
To my mind the real value of both of these resources -- and of our own Advocacy Progress Planner, which offers advocates a customizable menu of planning and evaluation choices -- is their practicality and usability. These are true tools in that they link worksheets (in the case of Are We There Yet?) and online input (Just Enough Planning Guide) to concepts. As a result, advocates can spend less time digesting "the literature" and more time applying it. Time to roll up your sleeves!
Following are excerpts from both tools that give a flavor of what each is trying to do and how it proposes to help you with your communications.
---
From Are We There Yet?:
When to use this guide
This guide helps you gather input at the beginning of your activities to shape your communication strategy. It also gives you the tools to monitor progress and make corrections during implementation. It was not designed as a means for looking back on past work to determine if it was successful. Instead, the idea is to prepare up front and evaluate as you go along, so that you may adjust your tactics to ensure success.
This guide is an evaluation strategy tool - not a communication planning tool. It will be most useful for those who already have a communication plan in place with clear objectives, messages, strategies and tactics. However, even if you are still in the beginning stages of designing a communication plan, it is never too early to start thinking about evaluation.
How this guide works
This guide presents a step-by-step process for developing an evaluation strategy. After reading each section, you will be directed to the Evaluation Strategy Worksheet at the back of this guide, where you will complete the corresponding step. We recommend that you fill out each section of the worksheet as you go through the guide and, when possible, share your thoughts with colleagues for immediate feedback. After you've completed all the steps, you will have an evaluation strategy that you can begin implementing immediately.
---
Here are the Just Enough Planning Guide's nine stages to successful campaign planning. These provide the framework for the interactive tool:
1. Confirm That a Campaign Is Possible. This is the time to step back and assess the viability of a campaign. Are the stars aligned for this effort to be successful?2. Set a Clear, Measurable Goal That Is Achievable. Your plan needs to be focused on achieving a very specific goal. Your goal is your raison d'ĂȘtre. Are you trying to make something happen or stop something from happening? There is a difference.
3. Chart Your Course. Much like a road trip, there are likely many ways to get to your goal. You will use your knowledge of the field and the external environment to determine the best steps to your goal.
4. Anticipate Conditions. Visualize all possible scenarios - the good, the bad and the ugly - so your plan includes strategies for leveraging opportunities and mitigating challenges, including identifying your opposition.
5. Know How to Make Headway. What will propel you down your path? What major campaign activities can help you get from point A to point B?
6. Prioritize Your Target Audiences. Now that you have a strategy, stay focused by prioritizing who you need to engage to win, and when.
7. Put a Public Face on Your Campaign. Give the effort a name and a personality that is memorable and easily understood. You want people to recognize what you are about and not have to guess.
8. Operationalize Your Campaign. Based on the activities you think will help you make headway, determine which campaign tactics you will need: from intellectual knowledge to government relations to public mobilization to communications to coalition building to fundraising.
9. Stay on Track. Build evaluation mechanisms into your plan that will tell you when you are making progress and when you need to stop and make a mid-course correction. Meet regularly with your team to discuss your progress.

