AFP SMART A Guide to Quick Wins Reach

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AFP SMART A Guide to Quick Wins Reach the Right Decisionmaker with the Right

AFP SMART A Guide to Quick Wins Reach the Right Decisionmaker with the Right Message at the Right Time September 2015

Overview Developing an effective strategy requires understanding Key advocacy terms and concepts § Goal

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 Phase 2 Phase 3 Build Consensus Focus Efforts Achieve Change

Definitions and Key Concepts Goal § Long-term outcome to describe the overall mission or

Definitions and Key Concepts 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

Types of Quick Wins Funding District budget for village and workplace family planning interventions

Types of Quick Wins Funding District budget for village and workplace family planning interventions increases by 54% from $190, 000 to $293, 000 by December 2015 Policy National family planning guidelines are amended to allow community-based distribution of contraceptive injectables by mid-January 2016 Visibility Government announces Family Planning 2020 (FP 2020) commitment at the International Conference on Family Planning on November 11, 2015.

The Secret to a Quick Win Focus our energy and attention on opportunities for

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

Definitions and Key Concepts SMART A SMART objective increases the likelihood of achieving a

Definitions and Key Concepts SMART A SMART objective increases the likelihood of achieving a Quick Win Specific Measurable Attainable Relevant Time-bound

AFP Advocacy Approach Landscape Assessment SMART Objectives Evidence of Impact Identification of SMART objectives

AFP Advocacy Approach Landscape Assessment SMART Objectives Evidence of Impact Identification of SMART objectives needed to alter the landscape to produce effective quick wins Validation of results using evidence and review of the landscape for change Quick Win Achievement Documentation and monitoring of outputs and outcomes toward impact

AFP SMART in 9 Steps Phase 1 Step 2 Step 3 Build Consensus Decide

AFP SMART in 9 Steps Phase 1 Step 2 Step 3 Build Consensus Decide Who to Involve Set SMART Objective Identify the Decisionmaker Phase 2 Step 4 Step 5 Step 6 Focus Efforts Review the Context Know the Decisionmaker Determine the Ask Phase 3 Step 7 Achieve Change Develop a Work Plan Step 8 Set Benchmarks for Success Step 9 Implement and Assess

Phase 1 Build Consensus Step 1 Step 2 Step 3 Decide Who to Involve

Phase 1 Build Consensus Step 1 Step 2 Step 3 Decide Who to Involve Set SMART Objective Identify the Decisionmaker

Step 1 Decide Who to Involve

Step 1 Decide Who to Involve

Step 1—Decide Who to Involve Private Sector Government Healthcare Providers Civil Society Academia

Step 1—Decide Who to Involve Private Sector Government Healthcare Providers Civil Society Academia

Step 2 Set SMART Objective

Step 2 Set SMART Objective

Step 2—Set SMART Objective What are we trying to accomplish and what can we

Step 2—Set SMART Objective What are we trying to accomplish and what can we do now? Specific indicates what will be achieved and by what means Measurable framed with quantitative or qualitative descriptors Attainable is within reach Relevant contributes to the overall goal of your advocacy efforts Time-bound sets a specific date for achievement

Sample Advocacy Goal and SMART Objective Goal § To have a safe, clean space

Sample Advocacy Goal and SMART Objective 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 Cen. Ka neighborhood, by April 11

Many SMART Objectives to Reach One Goal NOW GOAL Children in Cen. Ka neighborhood

Many SMART Objectives to Reach One Goal NOW GOAL Children in Cen. Ka neighborhood have no safe, clean space to play outside Children in Cen. Ka neighborhood have a safe, clean space to play outside Objective 1 Objective 2 Objective 3 Objective 4 Objective 5 Kampala Resident City Commissioner signs ordinance to schedule fixed days for waste pick-up in Central Kampala division, as a pilot Neighborhood association organizes volunteer brigade to convert existing space into a playground for young children over two weekends Division Councillor for Central Kampala division signs order releasing funds for speed bumps and oneway conversion of neighborhood streets GTZ provides sports equipment and supplies to neighborhood association Kampala Resident City Commissioner signs ordinance to enable neighborhood association to use land for team sports for older children

Our Goal and Objectives What do we hope to achieve in the long term?

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

Group Work 2. 1 Box 2. 1 Broad Goal: Smart Objective:

Group Work 2. 1 Box 2. 1 Broad Goal: Smart Objective:

Step 3 Identify the Decisionmaker

Step 3 Identify the Decisionmaker

Step 3—Who Makes the Decisions? Who has the power to help ensure that your

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? Example Decisionmakers Private Sector Economists Healthcare providers Academia Researchers Professors Civil Society Nongovernmental Organizations Faith-based Organizations Women’s Associations Youth Groups Advocacy Officers Government Minister of Health Minister of Gender Minister of Finance Advisors to the Minister Technical Officers Healthcare Providers Doctors Nurses Midwifes

Group Work 3. 1 Box 3. 1 Identify Decisionmaker:

Group Work 3. 1 Box 3. 1 Identify Decisionmaker:

Phase 2 Focus Efforts Step 4 Step 5 Step 6 Review the Context Know

Phase 2 Focus Efforts Step 4 Step 5 Step 6 Review the Context Know the Decisionmaker Determine the Ask

Step 4 Review the Context

Step 4 Review the Context

Step 4—What Is the Decision-making Context? Placeholder Insert photos or statements representing what decisionmakers

Step 4—What Is the Decision-making Context? Placeholder Insert 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

Group Work 4. 1 Box 4. 1 External Challenges Box 4. 1 External Opportunities

Group Work 4. 1 Box 4. 1 External Challenges Box 4. 1 External Opportunities

Step 5 Know the Decisionmaker

Step 5 Know the Decisionmaker

Step 5—What Do We Know About the Decisionmaker? What is their background? What are

Step 5—What Do We Know About the Decisionmaker? 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?

What Does the Decisionmaker Value? Maternal health or women’s rights? Cost-effectiveness of public health

What Does the Decisionmaker Value? Maternal health or women’s rights? Cost-effectiveness of public health programs? Young people? Socio-economic development? Cost-effectiveness?

How Do We Best Approach Each Decisionmaker? Provide information § Why is our issue

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?

Group Work 5. 1 Decisionmaker Name (from Box 3. 1): Knowledge: Box 5. 1

Group Work 5. 1 Decisionmaker Name (from Box 3. 1): Knowledge: Box 5. 1 Core Values: Willingness to Act:

Step 6 Determine the Ask

Step 6 Determine the Ask

Step 6—What Is Our “Ask” and How Can We Support It? Support the ask

Step 6—What Is Our “Ask” and How Can We Support It? Support the ask through Rational arguments § Use facts or evidence Emotional arguments § Use evocative stories and photos Ethical arguments § Use a rights-based approach

From an Ask to a Quick Win Example: Advocates considered what was needed to

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

How Did They Do It?

How Did They Do It?

Group Work 6. 1 Box 6. 1 Identify Decisionmaker: Rational Emotional Ethical

Group Work 6. 1 Box 6. 1 Identify Decisionmaker: Rational Emotional Ethical

The Five-Point Message Box 2. Enter decisionmaker’s core concerns (Step 5) 3. Anticipate objections

The Five-Point Message Box 2. Enter decisionmaker’s core concerns (Step 5) 3. Anticipate objections and prepare response 1. Enter decisionmaker’s name (Step 3) 5. Answer the question: “What is the benefit? ” 4. Articulate the SMART ask

The Five-Point Message Box— Example 2. Decisionmaker’s core concern: All women do not have

The Five-Point Message Box— Example 2. Decisionmaker’s 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 1. Decisionmaker: Budget analyst for the Minister of Finance [Name of person] 5. Benefit: Health gains for underserved groups (e. g. , lower maternal mortality) 4. SMART ask: Create a line item for family planning in the budget

Enter the Decisionmaker’s Name 2. Enter decisionmaker’s core concerns (Step 5) 3. Anticipate objections

Enter the Decisionmaker’s Name 2. Enter decisionmaker’s core concerns (Step 5) 3. Anticipate objections and prepare response 1. Enter decisionmaker’s name (Step 3) 5. Answer the question: “What is the benefit? ” 4. Articulate the SMART ask

Enter Core Concerns 2. Enter decisionmaker’s core concerns (Step 5) 3. Anticipate objections and

Enter Core Concerns 2. Enter decisionmaker’s core concerns (Step 5) 3. Anticipate objections and prepare response 1. Enter decisionmaker’s name (Step 3) 5. Answer the question: “What is the benefit? ” 4. Articulate the SMART ask

Anticipate Objections and Prepare Response 2. Enter decisionmaker’s core concerns (Step 5) 3. Anticipate

Anticipate Objections and Prepare Response 2. Enter decisionmaker’s core concerns (Step 5) 3. Anticipate objections and prepare response 1. Enter decisionmaker’s name (Step 3) 5. Answer the question: “What is the benefit? ” 4. Articulate the SMART ask

Articulate the SMART Ask 2. Enter decisionmaker’s core concerns (Step 5) 3. Anticipate objections

Articulate the SMART Ask 2. Enter decisionmaker’s core concerns (Step 5) 3. Anticipate objections and prepare response 1. Enter decisionmaker’s name (Step 3) 5. Answer the question: “What is the benefit? ” 4. Articulate the SMART Ask

Answer the Question: “What Is the Benefit? ” 2: Enter decisionmaker’s core concerns (Step

Answer the Question: “What Is the Benefit? ” 2: Enter decisionmaker’s core concerns (Step 5) 3: Anticipate objections and prepare response 1: Enter decisionmaker’s name (Step 3) 5: Answer the question: “What is the benefit? ” 4: Articulate the SMART ask

Group Work 6. 2 1. Decisionmaker’s Name: 2. Decisionmaker’s Core Concerns: 3. Objection: 4.

Group Work 6. 2 1. Decisionmaker’s Name: 2. Decisionmaker’s Core Concerns: 3. Objection: 4. SMART Ask: 5. To What End? :

Message and Messenger Each team member should be able to deliver the message and

Message and Messenger Each team member should be able to deliver the message and the supporting message points Remember: the messenger is as important as the message

Determine the Messenger Policymaker Celebrity Community Members

Determine the Messenger Policymaker Celebrity Community Members

Deliver the Message Will your request be part of an informal discussion or require

Deliver the Message 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?

Group Work 6. 3 Box 6. 3 Messenger Name:

Group Work 6. 3 Box 6. 3 Messenger Name:

Phase 3 Achieve Change Step 7 Develop a Work Plan Step 8 Set Benchmarks

Phase 3 Achieve Change Step 7 Develop a Work Plan Step 8 Set Benchmarks for Success Step 9 Implement and Assess

Step 7 Develop a Work Plan and Budget

Step 7 Develop a Work Plan and Budget

Step 7—Assess Internal Resources Do we have financial resources? Do we have the time?

Step 7—Assess Internal Resources Do we have financial resources? Do we have the time? Do we have the data to support our request? Do we have human resources?

Group Work 7. 1 Box 7. 1 Internal Challenges Box 7. 1 Internal Opportunities

Group Work 7. 1 Box 7. 1 Internal Challenges Box 7. 1 Internal Opportunities

Specify Advocacy Activities How will the activity further our objective? How does it relate

Specify Advocacy Activities 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?

Group Work 7. 2 Box 7. 1 Internal Challenges SMART Objective Next Steps/ Input

Group Work 7. 2 Box 7. 1 Internal Challenges SMART Objective Next Steps/ Input Activities Estimated Budget Person(s) Responsible Timeline

Step 8 Set Benchmarks for Success

Step 8 Set Benchmarks for Success

Step 8— Three Ways to Measure Success Outputs—Did you carry out all the advocacy

Step 8— Three Ways to Measure Success 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?

Sample Benchmarks NOW GOAL Children in Cen. Ka neighborhood have no safe, clean space

Sample Benchmarks NOW GOAL Children in Cen. Ka neighborhood have no safe, clean space to play outside Children in Cen. Ka neighborhood have a safe, clean space to play outside Objective 1 Objective 2 Objective 3 Objective 4 Objective 5 Kampala Resident City Commissioner signs ordinance to schedule fixed days for waste pick-up in Central Kampala division, as a pilot Neighborhood association organizes volunteer brigade to convert existing space into a playground for young children over two weekends Division Councillor for Central Kampala division signs order releasing funds for speed bumps and oneway conversion of neighborhood streets GTZ provides sports equipment and supplies to neighborhood association Kampala Resident City Commissioner signs ordinance to enable neighborhood association to use land for team sports for older children

Sample Benchmarks SMART Objective: Kampala Resident City Commissioner signs ordinance to schedule fixed days

Sample Benchmarks SMART Objective: Kampala Resident City Commissioner signs ordinance to schedule fixed days for waste pickup 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?

Group Work 8. 1 Box 8. 1 Indicators of Progress Anticipated Outputs Anticipated Outcomes

Group Work 8. 1 Box 8. 1 Indicators of Progress Anticipated Outputs Anticipated Outcomes (Quick Wins):

Step 9 Implement and Assess

Step 9 Implement and Assess

Step 9—Putting it All Together Landscape Assessment SMART Objectives Evidence of Impact Identification of

Step 9—Putting it All Together Landscape Assessment SMART Objectives Evidence of Impact Identification of SMART objectives needed to alter the landscape to produce effective quick wins Validation of results using evidence and review of the landscape for change Quick Win Achievement Documentation and monitoring of outputs and outcomes toward impact

Assessing Our Impact We assess Because advocacy can produce useful results To capture longer-term

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

What Do You Do After a Quick Win? Review your plan Ask: What must

What Do You Do After a Quick Win? 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?

Time to Take Action What are our immediate actions following this meeting? § Review

Time to Take Action 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

For More Information AFP Advocacy Portfolio: http: //advancefamilyplanning. org/portfolio

For More Information AFP Advocacy Portfolio: http: //advancefamilyplanning. org/portfolio

Thank You! AFP aims to increase the financial investment and political commitment needed to

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. advancefamilyplanning. org

Evaluation

Evaluation