Useful Advocacy Resources Resource URL Tearfund Advocacy Toolkit

Description General Manuals & Toolkits http://tilz.tearfund.org/Publications/ROOTS/Adv 164 page advocacy training manual, aimed particularly at Christian groups and NGOs. It is a ocacy+toolkit.htm (Comes in 2 parts, or comprehensive manual, with many practical activities and case studies, which includes sections on: section-by-section, as downloadable pdfs – 1.8 • advocacy concepts and rationale MB) • biblical understanding and rationale for engaging in advocacy

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CARE Advocacy Tools and Guidelines

VSO Participatory Advocacy

www.care.org/getinvolved/advocacy/tools.asp (5 downloadable pdfs – 2.8MB)

www.vsointernational.org/Images/advocacytoolkit_tcm76-25498.pdf (3.6 MB)

developing an advocacy strategy

tools for developing, implementing and monitoring advocacy It is available in English, French, Portugese and Spanish 118 page advocacy training manual developed for CARE program managers. It is a fairly comprehensive training manual, including case studies and practice worksheets. Includes sections on:

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advocacy concepts and rationale analysing policies and the political environment developing advocacy strategies developing and delivering messages networking and coalition building using the media

100 page advocacy training manual developed for VSO staff and partner organisations. This is a comprehensive manual with particular focus on:

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research and analysis strategic planning mobilisation lobbying and communication

ongoing monitoring and learning It also includes a useful chapter with a short compilation of advocacy tools. WaterAid The Advocacy Source Book

www.wateraid.org/documents/plugin_document s/advocacy_sourcebook_2.pdf (1 MB)

118 page advocacy guide, primarily aimed at helping WaterAid staff and partners to develop and implement advocacy plans to improve water supply and sanitation access and quality. The manual is quite comprehensive and though it has a focus on water and sanitation issues, the tools and principles can be applied to advocacy on any subject. It includes sections on:

• rationale and theories of advocacy • participatory advocacy and grassroots involvement

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• developing and implementing an advocacy plan • different tools for advocacy • monitoring and evaluation ICIMOD Advocacy Strategies and Approaches

http://books.icimod.org/index.php/search/subjec t/4 (1.5 MB)

132 page advocacy manual and guide (including resource pack and Training of Trainers manual) produced by the International Centre for Integrated Mountain Development. The guide provides guidance and strategies for developing and implementing advocacy campaigns. It includes case studies from the Himalayan countries of South Asia. It is available in English, Hindi, Bangla and Nepali.

BOND Guidance Note The How & Why of Advocacy

www.medsin.org/downloads/page_attachments /0000/2104/2.1howwhyadvocacy.pdf (150 KB)

A guidance note prepared for British NGOs engaged in, or considering, advocacy work. It is a very basic and brief introduction to advocacy (8 pages) which includes:

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introduction and definition of advocacy brief guidelines for developing an action plan participatory advocacy monitoring & evaluation

Tearfund Speak Up studies

Bible Studies & Biblical Basis www.tearfund.org/webdocs/Website/Campaigni 5 interactive Bible studies that relate Biblical examples, models or approaches to advocacy to ng/Speak%20Up%20Bible%20Studies.pdf (252 campaigning on contemporary justice issues. KB)

Tearfund Seeking Justice for All

http://tilz.tearfund.org/webdocs/Tilz/PILLARS/E nglish/PILLARS%20Justice_E.pdf (728 KB)

A series of studies and discussions exploring God’s vision for just societies and relating Biblical faith to the articles of the United Nations Universal Declaration on Human Rights.

ChristianAid Act Justly studies

www.surefish.co.uk/faith/actjustly/aj2_pdfs/AJ2 _booklet_complete.pdf (775 KB)

6 Bible and discussion studies on campaigning, lifestyle, trade justice, and debt cancellation.

Actionaid Working Paper #1 Action Research on Planning, Assessing and Learning in People Centred Advocacy

www.actionaid.org/assets/docs/final1.pdf (394 KB)

Actionaid Working Paper #2 Rights Based Development: The Challenge of Change and Power

www.actionaid.org/assets/docs/final2.pdf (520 KB)

Case Studies & Reflections An 18 page summary of learning from 5 other Advocacy Action Research Working Papers. This paper highlights the importance of having a better grasp of social change, power and gender and their implications for advocacy in order to make effective use of advocacy tools and frameworks.

A 44 page working paper (the 2nd of 7 papers in the series). This paper focuses on the potential and challenges of rights based approaches to development. It highlights that rights based approaches are likely to be most effective when they acknowledge the fundamental interconnections between rights, participation and empowerment, and incorporate political

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Description work, social organising, as well as practical and creative approaches to poverty and injustice. It incorporates discussion of dimensions of power (including political, social and cultural power) and social change. Reflecting on Actionaid’s own experiences, it also identifies challenges of effectively adopting rights based approaches.

Actionaid Working Paper #3 Guidance Note on Planning and Monitoring International Campaigns in Actionaid International

www.actionaid.org/assets/docs/finalwp3.pdf (376 KB)

A 7 page guidance note (the 2nd of 7 papers in the series). This note provides brief guidance on issues related to developing and participating in international campaigns Though the paper focuses on international campaigns, it has insights that are relevant for national and local campaigning too. It addresses topics such as:

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leadership and budgeting developing an international team and building organisational support developing strategies and plans and monitoring outcomes

Actionaid Working Paper #4 Reflections on Advocacy in Africa

www.actionaid.org/assets/docs/final4.pdf (464 KB)

A 13 page paper (the 4th of 6 papers in the series).

Actionaid Working Paper #5 Rights-Based Advocacy Campaign Against Caste-Based Discrimination in Nepal

www.actionaid.org/assets/docs/five.pdf (884 KB)

A 29 page case study (the 5th of 6 papers in the series).

Actionaid Working Paper #6 People Centred Advocacy for Land Tenancy Rights in Nepal

www.actionaid.org/assets/docs/final6.pdf (916 KB)

A 30 page case study (the 6th of 6 papers in the series).

Actionaid Critical Webs of Power case studies

www.actionaid.org/main.aspx?pageId=282 12 downloadable pdfs (572 KB)

Short and long case studies of advocacy actions from local, national and international campaigns on various issues (including land rights, violence against women, access to HIV & AIDS treatment.

Actionaid Critical Webs of Power tools

www.actionaid.org/main.aspx?pageId=281 12 downloadable pdfs (4.13 MB)

This paper discusses relevant cultural, social, economic, political and technological issues that impact advocacy in Africa. It offers some insights into specific regional opportunities and challenges for effective advocacy in the African context

The case study describes the development and implementation of a campaign by low–caste Dalits in two of Nepal’s districts to free themselves from their traditional occupation of disposing of animal carcasses. The paper describes the campaign’s work of conscious-raising among Dalit communities, resistance from more powerful high-caste groups, and strategies to claim rights for Dalits including networking, public awareness raising, direct action, use of media and lobbying of influential individuals.

The case study describes a campaign to increase the rights of tenant farmers in one District in Nepal.

Specific Tools for Change Downloadable documents are:

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Ideas to support planning

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• • • • • • • • • • • VSO Simple Toolkit for Advocacy Research Techniques

http://www.vsointernational.org/Images/START _tcm76-21106.pdf (574 KB)

Ideas to support monitoring Ideas to support reflection Facilitation skills and qualities Questioning and listening Analysing power and context Addressing gender and women's rights Empowerment Critical timelines Exchange visits Risk analysis Networks

67 page toolkit on the importance of research in advocacy techniques. This is a simple, practical toolkit that introduces key concepts and methods for conducting research on advocacy issues, and communicating and using this research to create policy impact. Case studies in the toolkit are based on VSO’s Valuing Teachers project.

Just Associates Making Change Happen – Advocacy & Citizen Participation

Just Associates Making Change Happen – Citizen Engagement & Global Economic Power

Just Associates Making

www.justassociates.org/MakingChangeReport. pdf (796 KB)

www.justassociates.org/publications_files/MCH 2.pdf (766 KB)

www.justassociates.org/publications_files/MCH

14 page outcome report from a 2001 workshop of around 50 advocates from around the world. The report addresses:

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strategic engagement with policy space and policy change opportunities building connections between policy advocacy and social transformation identity, representation and legitimacy in advocacy evaluation for learning

18 page outcome report from a 2005 workshop. The report explores:

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global social, political and economic factors that impact economic justice work challenges and opportunities for campaigning in a globalised world the need for education approaches that challenge ideologies and internalised oppression

22 page paper on the complexities and opportunities for understanding, constructing and

Resource Change Happen – Power

URL 3.pdf (542 KB)

Description transforming power. The paper provides an in-depth exploration of aspects and operations of visible and invisible power, and offers ideas about using different forms of power for positive social change.

Just Associates A New Weave of Power, Politics & People

www.justassociates.org/ActionGuide.htm 8 downloadable pdfs (

6 sample chapters from the book of the same name. Chapters are:

ODI Successful Communication

www.odi.org.uk/resources/download/155.pdf (466 KB)

72 page toolkit outlining how to be more effective in communication to policy makers. It offers short descriptions and guides to using 23 different communication-related tools, grouped under the following headings:

• politics and advocacy • democracy and citizenship • power and empowerment • the basics of planning for citizen-centred advocacy • mapping advocacy strategies • messages and media

• planning • packaging • targeting • monitoring

ODI Tools for Policy Impact

www.odi.org.uk/resources/download/156.pdf (920 KB)

83 page toolkit offering short descriptions and guides to using 30 different policy-influence related tools, groups under the following headings:

ODI Mapping Political Context

www.odi.org.uk/resources/download/152.pdf (532 KB)

41 page toolkit offering short descriptions and guides to different political context analysis tools with the aim to help Civil Society Organisations better understand political context, and more effectively engage in policy influence processes. Some of the tools target national-level analysis while others can be applied more locally. The tools cover the following areas:

• research tools • context assessment tools • communication tools • policy influence tools

• civil society capacity and influence • country policy and institutions (governance) • drivers of change

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• power & stakeholder analyses ODI Policy Engagement

www.odi.org.uk/resources/download/160.pdf (1.1 MB)

52 page discussion paper which explores how CSOs can become more effective in influencing policy. It identifies key factors as:

The Change Agency training resources for activists

www.thechangeagency.org/01_cms/details.asp ?ID=4 many short, downloadable resources

A variety of training exercises and resources, developed for use with campaigners and activists. Resources are arranged under the follow topics:

Changing Minds

www.changingminds.org

A website with bite-sized articles about the psychology of change. It’s not specifically an advocacy or campaign resource, but draws lessons from sociology, economics, politics, campaigning, marketing, psychology, classical rhetoric and elsewhere. But there’s thought provoking material here that may help make your advocacy more effective.

Making Change – How Social Movements Work and How to Support Them

www.calendow.org/uploadedFiles/Publications/ Policy/General/Making%20Change%20%20March%202009.pdf (3.4 MB)

54 page paper on social movements (primarily focused on the US experience). The paper briefly outlines the literature on social movements, and explores the challenges and resources required to build and support effective social movements.

Trocaire/Cafod/Christian Aid Monitoring Government Policies

http://www.internationalbudget.org/MonitorGov Pol.pdf (1.7 MB)

Dignity Counts – A Guide to Using Budget Analysis to Advance Human Rights International Budget Partnership Guide to Budget Work for NGOs

www.iie.org/IHRIP/Dignity_Counts.pdf (1.8 MB)

www.internationalbudget.org/resources/guide/g uide1.pdf (489 KB)

• better generation and use of information and research • better understanding and use of policy processes • more effective communication and networking • big picture analysis • strategy • social action skills • working in groups • personal development and life skills

Budget & Policy Monitoring 100 page toolkit designed for civil society organisations in Africa – though it is applicable to any country or region. It provides guidance on how to identify, analyse, monitor and influence government policies and budget allocations. This is a very useful guide built around practical tools to develop effective policy analysis and monitoring. 84 page guide to conducting and utilising budget analysis for advocacy. The guide is based around a case study of health expenditure in Mexico’s national budget, but it offers general guidelines to conducting budget analysis, linking it to human rights concerns, and using the analysis for advocacy. A 100 page guide to doing applied budget work. It draws from the experience of a variety of organisations, and examines key budget principles and problems, different types of applied budget work NGOs might undertake, and questions of effectiveness in applying the results of this work. The document has many useful links to external resources and institutions.

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Gene Sharp 198 Methods of Non Violent Action

Non-Violence & Direct Action www.aeinstein.org/organizations/org/198_meth A simple listing of 198 different methods of non-violent action from protests to strikes, boycotts and ods.pdf forms of political non-cooperation.

Robert Helvey On Strategic Non Violent Conflict Gene Sharp There Are Realistic Alternatives

www.aeinstein.org/organizations/org/OSNC.pdf (758 KB)

158 page book based on the work of Gene Sharp. Its sets out the fundamental principles of strategic non-violent conflict as a tool for working for change in the face of repressive regimes.

www.aeinstein.org/organizations/org/TARA.pdf (104 KB)

54 page booklet that sets out the characteristics and methods of non-violent struggle as a force for change in conflict situations.

Actionaid Monitoring and Evaluating Advocacy – a Scoping Study

www.actionaid.org/assets/pdf/Scoping %20advocacy%20paper%202001.pdf (187 KB)

A Guide to Measuring Advocacy and Policy

www.aecf.org/upload/publicationfiles/DA3622H 5000.pdf (2.5 MB)

Evaluation & Monitoring A scoping study, not a how-to manual, on monitoring and evaluating advocacy – though it does contain many useful ideas and reflections, examines different advocacy evaluation frameworks that have been adopted by various organisations. A 40 page guide that identifies and discusses several challenges of effectively evaluating advocacy, outlines benefits of evaluation, and offers guidance on developing an evaluation methodology. The guide suggests developing outcome indicators according to the “theory of change” being pursued by a group. Suggested outcomes are clustered in the following categories:

• shifts in social norms • strengthened organisational capacity • strengthened alliances • strengthened base of support • improved policies • changes in impacts

A Guide to Measuring Advocacy and Policy – Handbook of Data Collection Tools Innonet Speaking For Themselves – Advocates’ Perspectives on Evaluation

http://organizationalresearch.com/publications/ a_handbook_of_data_collection_tools.pdf (447 KB)

This 45 page guide is a companion to the Guide to Measuring Advocacy and Policy. It provides tools and case studies showing how to collect and analyse data in each of the outcome categories suggested in the Guide.

www.innonet.org/client_docs/File/advocacy/spe aking_for_themselves_web_enhanced.pdf (2 MB)

20 page report on advocacy evaluation based on a survey of organisations (mainly based in the US) involved in advocacy. The survey identifies challenges in evaluation advocacy, different short- and long-term outcomes (interim measures of success) that organisations include for evaluation, and uses made of evaluations.

The Challenge of Assessing Policy and Advocacy Activities

www.calendow.org/uploadedFiles/Publications/ Evaluation/challenge_assessing_policy_advoca cy.pdf (2.9 MB) www.calendow.org/uploadedFiles/challenge_as

A 56 page guide that sets out a recommended process for policy advocacy assessment and evaluation.

The Challenge of

38 page discussion paper based on the output of a workshop convened to discuss the recommended

Resource Assessing Policy and Advocacy Activities II

URL sessing_policy_advocacy2.pdf (1.5 MB)

Description evaluation process set out in the first paper, The Challenge of Assessing Policy and Advocacy Activities. The paper summarises participants’ overall feedback and recommendations on policy and advocacy evaluation. It also provides specific suggestions on developing a theory of change, defining benchmarks and indicators, collecting data and using evaluation findings.

USAID Advocacy Capacity Assessment Tool

www.nigeriamems.com/tools.html 4 downloadable files (500 KB)

A check-list to assess advocacy capacity, developed by USAID to support its Nigeria mission. In addition to the check-list, the site contains a more detailed description of the tool and guide to its use. This check-list offers self assessment questions in the following categories:

Tearfund Why Advocate for Water, Sanitation & Hygiene?

www.tearfund.org/webdocs/Website/Campaigni ng/Policy%20and%20research/Why %20advocate%20WATSAN%20D5%20& %20TILZ%20version.pdf (178 KB)

Tearfund, Why Advocate for Disaster Risk Reduction?

www.tearfund.org/webdocs/Website/Campaigni ng/Policy%20and%20research/Why%20DRR %20A5.pdf (173 KB)

15 page short guide that introduces:

Tearfund Why Advocate on HIV?

http://tilz.tearfund.org/webdocs/Tilz/Topics/HIVAIDS/Mexico/Why%20advocate%20HIV %20D6.pdf (276 KB)

15 page short guide that introduces:

• governance • management practices • human resources • financial resources • advocacy strategy • external relations • networking and coalition building • sustainability

Sector Specific Advocacy 14 page short guide that introduces:

• the global situation around water, sanitation and hygiene • the role that governments, civil society and churches can play • next steps groups can take to advocate on water, sanitation and hygiene • the global situation around disasters • the role that governments, civil society and businesses can play • next steps groups can take to advocate on disaster risk reduction • the global situation around HIV and AIDS • the role that governments, civil society and churches can play • next steps groups can take to advocate on water, sanitation and hygiene

Resource Tearfund Turning Practice into Policy

URL www.tearfund.org/webdocs/Website/Campaigni ng/Policy%20and%20research/Practice%20into %20Policy%20D5.pdf (917 KB)

Description 72 page report from fieldwork on community-based disaster risk management and policy interaction. It examines good practice in community-based disaster risk management and how to link this to government policy development and implementation. Although it is strongly focused on disaster risk reduction, the discussion of the kinds of government-level barriers and community-level barriers that can prevent effective partnerships and advocacy is more widely applicable.

Food and Agriculture Organisation The Right to Food

http://www.fao.org/righttofood/publi_en.htm

Food and Agriculture Organisation Right to Food Strategy Database

http://www.fao.org/righttofood/inaction/ajustice_ strategylist_en.htm

Food First and Information Network The Right to Food

http://www.fian.org/resources/documents/others

This is the homepage for all of FAO’s resources on the Right to Food. It includes downloadable pdf manuals about the right to food and its relationship with other issues and sectors (such as climate change, gender, indigenous peoples and HIV), guidelines on how to monitor the implementation of the right to food, conduct budget analysis, and more. Database of country strategies to fulfil the right to food (searchable by country). Includes downloadable pdfs of national strategies, which directly promote and refer to the right to food and those which indirectly relate to the right to food through fostering food security, human rights, hunger reduction as well as the right to life and the right to health. Homepage for all of FIAN’s resources on the Right to Food. It includes downloadable pdfs, including civil society manuals, case studies, national assessments, and guidelines on