strategy

A map that charts the territory between our current position and the achievement of our intended change objectives can help us achieve our purpose and avoid the sense of being overwhelmed that often accompanies social and environmental activism.

Our maps can be simple or complex. Some campaigning organisations develop complex explanations of how they believe their strategies will contribute to change. Others have simple templates to plan and communicate their chosen tactics and keep people on the same page. In our ‘Strategising for Change’ workshops, participants share and experiment with several campaign planning templates.

Something we’ve noticed about strategy is that folks are often confused or in conflict about key strategising terms: strategy and tactics, goals and objectives in particular. What follows is a simple run down of the way we use some of these words – if it helps! We do not advocate the “one right way” of campaigning but we do feel that community organisers and activists benefit immensely from developing a shared understanding and language. Our list below suggests a sequence for developing strategy, but in reality there’s no one right way and the best campaign strategies are developed iteratively and revisited frequently.

This page guides you through ten strategising steps. Our Campaign Strategy Guide provides  a more detailed  set of 24 process guides and 16 resources to help you and your groups thoroughly assess the political landscape and plan how best to accomplish your objectives. It’s available in hard copy and as a download.


 

1. Strategy

A strategy for a social change campaign can be as simple or complex as you and your group determine. It should communicate your theory of change, the political context you are working in, the problems and solutions, your goals, power analysis, tactics and timeline.

The Midwest Academy propose a simple campaign planning grid with columns for each of the following elements of strategy: vision; goals; objectives; organisational considerations; constituents, allies and opponents; tactics; and timeline.

The Democracy Centre recommends nine steps to plan advocacy campaigns based around a sequence of simple questions. By answering each question, campaigners develop each element of their strategy:

  • What do we want? (goals and objectives)
  • Who can give it to us? (audiences)
  • What do they need to hear? (messages)
  • Who do they need to hear it from? (messengers)
  • How do we get them to hear it? (delivery)
  • What have we got? (resources; strengths)
  • What do we need to develop? (challenges; gaps)
  • How do we begin? (first steps)
  • How will we know it’s working, or not working? (evaluation)

By experimenting with these processes and reflecting on how they’ve contributed to your campaign impact, you’ll get a sense of what works best for your group.

2. Campaign scope and goals

‘Cut the issue’ to narrow down bigger picture problems into more manageable parts. What are all the different ways the problem is experienced? How is it framed by different groups? What part of the problem or bigger issue do you intend to work on? It might be helpful to frame it as a solution or partial solution. Name the problem, identify issues and justify which one/s you plan to tackle.

The campaign focus might include a ‘problem statement’ that defines the social or environmental justice that your group is most concerned with. What part of the problem are you trying to solve? How does resolving this issue address the underlying problem and root causes?

The ‘cutting the issue’ exercise can help you define your goals. (Note: We tend to use ‘goals’ as the bigger picture steps toward your vision and ‘objectives’ to denote the more specific steps you are hoping to achieve along the way.) How do you want things to be? If this issue or problem is resolved, how will the situation have changed? How will justice be achieved? Objectives should be discrete and directly linked to the scope. It is generally best to focus on one campaign objective or limit to two or three. If your objectives are sufficiently different, it may be worthwhile developing separate campaign plans.

3. Vision

What does the situation you are working towards look like? What does the social or environmental change that you are working on feel like when you are there? Paint yourself a picture. This helps when you’re communicating with others about the world you hope to create through your campaign or community action.

Two useful processes you might use are the Institute for Sustainable Communities’ questions for developing your objectives> and the ‘What is your political vision’ exercise (below).


4. Situational analysis

What is the context? What political, economic, cultural or other factors are creating or maintaining this problem? What are the root causes? What factors are likely to help or hinder you in achieving your objectives? Who benefits from the problem being maintained? Who would benefit from it being changed? Are certain groups experiencing these injustices more than others? What are civil society groups doing about the situation?



5. Critical path analysis

What sequence of changes or outcomes will take you from here to the vision of your campaign goal area being resolved? What changes need to take place? What assumptions underpin your critical path? What steps can you realistically bring about? Critical path analysis is one of the most powerful and challenging strategy processes. Contact us for examples and/or feedback as you hone this skill.




6. Organisational considerations

What organisational considerations do you need to bear in mind? What are your philosophies and policies? What are our strengths? Constraints? Consider key organisational priorities such as gender and cultural diversity, and fundraising objectives. What level of priority does this campaign have? What resources are likely to be available for this campaign? Two useful processes are SWOT analysis and team types.


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SWOT analysis

An activity to examine internal and external factors that hinder or facilitate a group’s advocacy strategy. This is a useful activity to help you refine goals, objectives, and activities.

7. Allies, constituents & targets

When you map out the stakeholders in your campaign, allies are the stakeholders you can work with, build alliances with, and share resources with. Constituents are “the community”, the people you want to side with your position and help apply pressure to your target. Your target is often a decision maker – someone who can give you the change you want, in representative democracies these are often politicians, ministers, or members of parliament. Often these become primary targets and it can useful to identify secondary targets who are stakeholders who have some influence over the primary target. If your primary target is the CEO of a corporation, then your secondary targets might include shareholders.

A power map can be a useful reference and shared analysis during a campaign. This is a simple tool to identify where key stakeholders (allies, targets, opponents and constituents) stand in relation to your campaign objective, and their relative levels of influence.



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Spectrum of allies

An exercise to examine how different stakeholders view our campaign objectives and to consider tactics accordingly.


8. Objectives

What specific or tangible outcomes do you aim to achieve to further the campaign goals? Objectives should be strategic, measurable, achievable, realistic and time-specific (SMART). Objectives are based on your situational analysis (looking at the range of potential issues), critical path (how can each issue be resolved) and organisational considerations (which issues do we have the capacity to tackle and which fit our organisation the best?). A clearly defined objective makes for a motivated constituency and successful campaign.

Some processes that are useful here include revisiting your critical path, drafting then SMARTening your objectives, and forcefield analysis for each objective.

9. Tactics

Tactics are the social action activities that you use to achieve your goals and objectives but the strategy is the sequencing of these in a logical and strategic way. List and detail the tactics required to achieve each campaign objective. Decide which tactics will deliver the greatest impact for the energy and resources you invest. Apply agreed tactics criteria to assess and justify tactics.




Many organisations adopt a set of criteria to assess potential tactics. The Midwest Academy has developed a checklist for tactics to assess potential tactics.

  • Can you really do it? Do you have the needed people, time and resources?
  • Is it focused on either the primary or secondary target?
  • Does it put real power behind a specific demand?
  • Does it meet your organisational goals as well as your issue goals?
  • Is it outside the experience of the target?
  • Is it within the experience of your own members and are they comfortable with it?
  • Do you have enough leaders experienced enough to do it?
  • Will people enjoy participating in it?
  • Will it play positively in the media?

10. Evaluation

What will success look like and how will you know when it’s happening? Be sure not to emphasise the outputs that are easiest to count. Focus instead on the outcomes that really matter to your objectives. The Change Agency has an ongoing action research project to learn about advocacy and campaign evaluation. Click here for details, resources and links.

Success indicators need to be directly linked to your objectives and might include:

  • Outputs: What quantitative results will be brought about by your activities. What will be the results?
  • Outcomes: What changes will be brought about?
  • Impact: What will be longer-term results or changes?
  • Indicators: How will you know you have achieved your objectives? What are the changes that you will be able to observe?
  • Means of verification: How can you prove these changes have occurred?
  • Details of how and when the campaign plan will be revised.
  • Identify who will be responsible for gathering the data for monitoring success indicators, how they will do it and how regularly reports will be completed.

Piecing it all together

There is no ‘one way’ to capture and communicate all the elements of strategy.  Some organisations have a preference for simple one-page tables. Others use longly narrative formats or complex documents that extend to 20 pages or more.  Some templates we’ve seen used effectively are:





Strategic planning template

This format has been used by medium-sized environment groups in their annual planning cycle. A simple table requiring vision, objectives, resources and performance indicators. The table is also useful for evaluation purposes.

If you have additional tools, templates or examples of strategies you’re willing to share, please let us know. Thanks to Christine Laurence for sharing with us her excellent campaign planning manual:

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How to plan a campaign

Seasoned transport campaigner Christine Laurence developed this 19 page manual to integrate the suite of practical campaign planning tools she collected and developed. Christine’s report of her Churchill Scholarship is one of our more popular downloads.

What are people saying about us?

John Edye

John Edye, March 2017

James and Fee... Thank you for your inspiring leadership, commitment and engagement. You are epic facilitators, and the first workshop was one of the best training experiences I have ever attended. I feel very privileged to be a participant and am looking forward to the next three. Experiencing such a high level of training and working with so many young, intelligent and professional organisers left me feeling a bit overwhelmed by my lack of experience but very optimistic about the future challenges we face, instead of the rather bleak and jaundiced view I came with. Thank you for your compassion and thoughtfulness and the incredible resources that were on our seats on the first day. It was and will be an incredible learning experience.
2017-03-28T12:18:24+00:00
John Edye
James and Fee… Thank you for your inspiring leadership, commitment and engagement. You are epic facilitators, and the first workshop was one of the best training experiences I have ever attended. I feel very privileged to be a participant and am looking forward to the next three. Experiencing such a high level of training and...
Shani Tager

Shani Tager, Friends of the Earth

The fellowship has been really useful in helping me become more disciplined in the strategic planning process and able to clearly communicate why we’re doing what we’re doing. The facilitation team have been fantastic and having theory drawn out from our own experiences and then immediately applied to our campaigns means I’ll be returning to my team with a solid analysis of how we can be more effective.
2014-05-10T21:52:42+00:00
Shani Tager
The fellowship has been really useful in helping me become more disciplined in the strategic planning process and able to clearly communicate why we’re doing what we’re doing. The facilitation team have been fantastic and having theory drawn out from our own experiences and then immediately applied to our campaigns means I’ll be returning to...
Nick Aberle

Nick Aberle, Environment Victoria

Learning the theory and engaging with such practical implementation in such depth will definitely make me a more effective and successful campaigner and organiser. I’m looking forward to practicing my new skills in being more rigorous, thinking more strategically, and communicating more effectively. The strength of the bonds formed within the group has already strengthened the climate movement in Australia.
2014-05-10T21:42:00+00:00
Nick Aberle
Learning the theory and engaging with such practical implementation in such depth will definitely make me a more effective and successful campaigner and organiser. I’m looking forward to practicing my new skills in being more rigorous, thinking more strategically, and communicating more effectively. The strength of the bonds formed within the group has already strengthened...
Naomi Hodgson

Naomi Hodgson, community organiser, NW NSW

I can emphatically endorse the value of this time to build skills and awareness in strategic thinking and in specific and practical community organising tools. I am sure that with concerted application of the course content I will become a significantly more confident and effective organiser. Furthermore, the value of the relationships that have been forged among the cohort offer great potential for future collaboration and support to help build a more coordinated, cooperative and powerful environment movement in Australia.
2015-03-17T20:49:16+00:00
Naomi Hodgson
I can emphatically endorse the value of this time to build skills and awareness in strategic thinking and in specific and practical community organising tools. I am sure that with concerted application of the course content I will become a significantly more confident and effective organiser. Furthermore, the value of the relationships that have been...
Chloe_A

Chloe Aldenhoven, Victorian Lock the Gate Coordinator

A packed program of skills, stories and discussions to figure out how to build the place of community development in our campaigns. So important to draw on the experience and wisdom of past campaigns and seasoned campaigners.  But not only that, an amazing opportunity to learn with and from the cohort of campaigners from across the country who between them have decades of organising experience.  Skills, conversations and connections that are going to be essential to us building a movement to achieve climate justice in Australia.
2015-03-17T19:27:44+00:00
Chloe_A
A packed program of skills, stories and discussions to figure out how to build the place of community development in our campaigns. So important to draw on the experience and wisdom of past campaigns and seasoned campaigners.  But not only that, an amazing opportunity to learn with and from the cohort of campaigners from across...
nka

Josey Sharrad, International Fund for Animal Welfare

The Change Agency facilitated our two day intensive strategy workshop to bring together animal welfare and rescue groups from across Australia to set up a National Koala Alliance. James and Taya's facilitation of the workshop was absolutely brilliant and everyone came away with renewed enthusiasm and determination. James' extensive campaigning experience and strategic thinking provided invaluable guidance to this newly- formed alliance and we will continue to tap into his wealth of strategic advice as we go forward to protect koalas. Thank you!

2014-08-18T14:37:24+00:00
nka
The Change Agency facilitated our two day intensive strategy workshop to bring together animal welfare and rescue groups from across Australia to set up a National Koala Alliance. James and Taya’s facilitation of the workshop was absolutely brilliant and everyone came away with renewed enthusiasm and determination. James’ extensive campaigning experience and strategic thinking provided invaluable...
Jessica Kirby

Jess Kirby, GetUp! organiser

The Change Agency fellowship has been a completely transformative experience for all of us. I’ve met 22 of the most diverse, interesting organisers and campaigners in the country, and been trained by more than a dozen experts on everything from critical pathways, to the history of the environment movement in Australia, to NationBuilder best practice. I can’t recommend this program highly enough.  
2015-03-17T20:50:52+00:00
Jessica Kirby
The Change Agency fellowship has been a completely transformative experience for all of us. I’ve met 22 of the most diverse, interesting organisers and campaigners in the country, and been trained by more than a dozen experts on everything from critical pathways, to the history of the environment movement in Australia, to NationBuilder best practice....
Govind

Govind Maksay, MarketForces organiser

Workshop sessions are extremely well structured, with small group work, personal reflection time and larger group discussions included throughout. This approach allows all participants to contribute and caters for different learning styles and personalities.

In addition to the formal learning, the personal relationships I have formed with other participants and the facilitators will be extremely important to help me become a more effective and confident campaigner. Without hesitation I would recommend the Fellowship to other campaigners.
2015-03-17T19:34:58+00:00
Govind
Workshop sessions are extremely well structured, with small group work, personal reflection time and larger group discussions included throughout. This approach allows all participants to contribute and caters for different learning styles and personalities. In addition to the formal learning, the personal relationships I have formed with other participants and the facilitators will be extremely...
Alana

Alana West, Quit Coal organiser

The fellowship has equipped me with a deeper understanding of what community organising is, and how it can best be applied. Through my learnings I have been challenged to move from tactics-based campaigning to more strategic, long-term campaigning. I understand better where my campaign and my community fit into the incredible tapestry that is the environment and climate movement in Australia.
2015-03-17T21:00:54+00:00
Alana
The fellowship has equipped me with a deeper understanding of what community organising is, and how it can best be applied. Through my learnings I have been challenged to move from tactics-based campaigning to more strategic, long-term campaigning. I understand better where my campaign and my community fit into the incredible tapestry that is the...
Stu Bowen

Stu Bowen, Environmental Manager (Australia & New Zealand) Patagonia International Inc.

James has helped me better appreciate my unique set of values and understand what inspires me to action, which is a great tool to recognise other stakeholder’s values and what motivates them to action. This growth allows me to communicate far more effectively with all my stakeholders, so we can all achieve greater positive environmental and social change.

 
2015-04-29T18:23:01+00:00
Stu Bowen
James has helped me better appreciate my unique set of values and understand what inspires me to action, which is a great tool to recognise other stakeholder’s values and what motivates them to action. This growth allows me to communicate far more effectively with all my stakeholders, so we can all achieve greater positive environmental...