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.

336k

Cutting the issue

It’s next to impossible to make a difference on a huge problem. How you ‘cut’ the problem into issues will influence your prospects of success, and the consequent impact. What parts of the problem (and the solution) are amenable to your influence?

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.

512k

Critical path analysis

A critical path charts a sequence of outcomes or changes that are necessary between where we are (here and now) and the resolution of the problem we’re campaigning to solve. This tool helps campaigners to articulate their assumptions about how the intended change will be brought about, step by step. It’s a powerful tool that challenges us to set tactics and communication to one side while we (first) develop a shared understanding about how things are most likely to change.




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.


234k

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.



289k

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:

434k

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?

toniwalkington

Toni Walkington, Secretary, Community Public Sector Union, WA

The Change Agency Campaign Workshop in Perth was a tremendous opportunity to learn skills and techniques to assist our campaigning work. I came away with a set of skills and techniques that are easily applied to our work. We often tackle big issues and are up against well resourced opponents. The tools I learnt at the campaign workshop means developing our campaign strategies is easier and we work in a structured way with clear objectives. Since participating in the workshop I have used many of the tools, particularly the critical path analysis – it’s really made a great difference!
2014-03-30T07:45:45+00:00
toniwalkington
The Change Agency Campaign Workshop in Perth was a tremendous opportunity to learn skills and techniques to assist our campaigning work. I came away with a set of skills and techniques that are easily applied to our work. We often tackle big issues and are up against well resourced opponents. The tools I learnt at...
cherry

Cherry Muddle, Australian Marine Conservation Society

The Community Organising Fellowship has rooted in me a deeper sense of belonging to an intentional, international movement to create the positive changes we wish to see in society, environment, culture and climate. The program delivery is varied, fluid and always interesting. The strengths and highlights for me include learning through shared experience and critical analysis. I’ve thoroughly enjoyed forging strong connections and bonds between fellow organisers, facilitators and guest speakers.
2015-03-17T21:02:16+00:00
cherry
The Community Organising Fellowship has rooted in me a deeper sense of belonging to an intentional, international movement to create the positive changes we wish to see in society, environment, culture and climate. The program delivery is varied, fluid and always interesting. The strengths and highlights for me include learning through shared experience and critical...
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...
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...
quitcoal

Peter Callender, Quit Coal



Like many campaigning groups, we are constantly grappling with capacity issues, a lack of funding/resources, burnout and how to best manage volunteers. While it's early days, the fellowship is already having significant flow on effects to the rest of the Quit Coal collective and the lessons we are learning are both effective and reinvigorating!


2014-04-16T22:34:36+00:00
quitcoal
Like many campaigning groups, we are constantly grappling with capacity issues, a lack of funding/resources, burnout and how to best manage volunteers. While it’s early days, the fellowship is already having significant flow on effects to the rest of the Quit Coal collective and the lessons we are learning are both effective and reinvigorating!
Jane Stabb

Jane Stabb, Community Organiser, Environment Victoria

The Community Organising Fellowship workshop was extraordinarily impactful for me. I had a chance to investigate the theory behind effective organising and campaigning tools that I can use in my practice every day but very rarely interrogate or reflect on.  I found new frameworks and structures that will improve my practice so much. I had the space and place to interrogate my campaign with the assistance of masters!  And I was given the opportunity to build relationships with leaders in my field, to be supported in my thinking by them and to support them by sharing our practice and experiences... 100% pure gold.
2014-05-23T16:45:53+00:00
Jane Stabb
The Community Organising Fellowship workshop was extraordinarily impactful for me. I had a chance to investigate the theory behind effective organising and campaigning tools that I can use in my practice every day but very rarely interrogate or reflect on.  I found new frameworks and structures that will improve my practice so much. I had...
Bob Bingaman

Bob Bingaman, Sierra Club National Organizing Director

The fight to protect the environment is a fight of organized people against organized money.  For those in Australia who want to take on and be successful in this fight, the Community Organizing Fellowship provides the opportunity to learn, practice and implement strong grassroots organizing skills.

There is no better place to learn the craft of organizing, then immediately apply those learning to today’s most relevant climate and environmental campaigns, than the Community Organizing Fellowship.  The program is an in-depth immersion into the craft of grassroots organizing.  Going through this program will transform campaigners and how they think about and implement campaigns which build grassroots power to achieve significant environmental victories.
2014-05-29T13:00:49+00:00
Bob Bingaman
The fight to protect the environment is a fight of organized people against organized money.  For those in Australia who want to take on and be successful in this fight, the Community Organizing Fellowship provides the opportunity to learn, practice and implement strong grassroots organizing skills. There is no better place to learn the craft...
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....
clairevh

Claire Van Herpen, Environment Victoria

The Community Organising fellowship provides a positive and nurturing environment in which to learn and apply the practical skills required to effectively mobilise communities to create change. It's a great opportunity to learn from others in the environmental movement and provides space for collaboration and reflection.
2015-03-17T19:26:27+00:00
clairevh
The Community Organising fellowship provides a positive and nurturing environment in which to learn and apply the practical skills required to effectively mobilise communities to create change. It’s a great opportunity to learn from others in the environmental movement and provides space for collaboration and reflection.
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...