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“Civil society organisations have two
primary sources of power: valuable information and the voices of
people who care about legislative priorities. Direct lobbying and
grassroots mobilising enable CSOs to use those two sources of power
effectively.”
(The Lobbying and Advocacy Handbook
for Non-profit organizations. M. Avner. Amherst H. Wilder foundation)
What are advocacy and lobbying?
Advocacy and lobbying are essential civil society
tools to ensure that the Millennium Development Goals are integrated
into public policy and are implemented.
Advocacy means speaking out effectively on behalf
of one’s cause or community, and is a basic element of a democratic
system. It is an effort to shape public perception or to effect
change that may or may not require changes in the law.
Lobbying is a focused form of advocacy that shapes
public policy in arenas of influence at the local, national or global
level. Lobbying means persuading individuals or groups with decision-making
power to support your position. When doing your organisational planning,
it is important to identify other stakeholders whose co-operation
or influence you need. You can then lobby people with power to act
in support of the needs and interests of those who do not have direct
power and influence. Lobbying can be used to influence anyone with
power.
Public policy is the combination of goals, laws,
rules and funding priorities set by public officials that determines
how government meets needs, solves problems and spends public funds.
Public policy is formally set by elected officials at different
levels through the legislative process. Public policy objectives
and programmatic goals are set in law. Legislative bodies pass tax
policies and budgets, and set revenue and spending priorities at
every level of government.
Arenas of influence are those places where public
policy is decided. Lobbying is most often targeted at arenas of
legislative activity. The administrative branch of government is
also an arena where changes are made through executive order, through
changes in rules or administrative practices, and through the use
of the veto by elected executives.
Critical success factors
- Be clear about your issue, your facts and
your position.
- Use lobbying only for important issues that
will improve life in the community and make very sure that your
position is the right one before you start lobbying.
- Be careful not to speak "on behalf of”
people unless you have consulted them and involved them in developing
your lobbying strategy. Target the right people – analyse
who has the power to make a decision on your issue and target
your lobbying at these people.
- Build a lobby group – analyse who (individuals
and organisations) can influence the decision-makers and try to
mobilise them to support your issue – never try to lobby
alone. People with political power are often most sensitive to
grassroots mobilisation that represents their voters.
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The Italian MDG Campaign
The Italian Campaign was premised on the
recognition that the MDG can only be achieved if Goal 8
is realised. But the goal did not have any clear targets
or indicators.
The Campaign therefore undertook lobbying
of its own government through public demonstrations and
meetings; alliances with other civil society organisations
in European countries to lobby rich countries collectively
through a petition; and alliances with organisations in
developing countries to incorporate their needs and demands
into the MDG campaign.
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- Most decision-makers have staff (aides, PAs
and secretaries) who deal with documents, do research, and prepare
briefings and programmes. Sometimes it is as important to influence
these people as their bosses. Make sure that you get to know them
and spend time explaining your issues to them and building relationships.
If they take you seriously, it will be easier to get access to,
and attention from, the decision-maker.
- Prepare for opposition – analyse the
opposition’s position and develop counter-arguments to theirs,
since they may also be lobbying the same person.
- Think about your target audience and how the
decision-maker can benefit from agreeing with you. Include this
in your arguments. Most decision-makers will agree more easily
if they can see how your proposals link to their concerns.
Get to the point and stick to it.
- Make sure you hear what is said not, rather
than what you want to hear.
- Never take anything for granted.
- Try to personalise the issue. Decision-makers
are concerned about the impact on their constituency.
- Never use blackmail or bribery, or even gifts
and favours, to persuade someone. That is corruption, not lobbying.
- Keep very careful records of all your communications
with the decision-makers.
- Maintain your relationship with decision-makers
by sending them information, offeringto help them, thanking them
when they comment supportively on an issue and inviting them to
events.
Planning your lobbying
activities
Civil society organisations increase their likelihood
of impacting on public policy when they are well prepared. The planning
process should answer three key questions:
- What public policy goals do we want to influence
and how do they relate to the MDG targets?
- How do these goals relate to our organisational
goals and affect the people we serve?
- How will our organisation carry out our lobbying
work?
Actions
There are many ways of lobbying. You can use:
- Letters
- Submissions
- Meetings
- International conferences
- Inspections
- Phone calls
- Publicity
- Petitions
Letters
Letters are the easiest method of lobbying, but
they are not always the most effective. Many people in positions
of power have administrative staff that read their mail and summarise
it for them. Make letters as personal as possible and avoid getting
different organisations and individuals to send exactly the same
letter. See the format under submissions for the issues that should
be covered in a letter.
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When writing
to a political representative
- Use the correct address and greeting.
- Type the letter.
- Use your own words and stationery. Personal
letters hold a lot more weight than form letters.
- Be brief and focused.
- Be specific about what action you want.
- Know the facts. Check all the facts
in your letter, and ensure that they are correct and you
can back them up.
- Say thank-you.
- Don’t be negative, condescending,
threatening or intimidating in your tone.
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Submissions
Submissions are usually made to committees or
chairpersons of committees in government. It is important to structure
them in such a way that you get your points across powerfully. Here
is an outline you can follow. State clearly:
- The group or organisation you represent, and
contact details.
- The topic or issue that you want to make a
submission about.
- Why your group is making the submission e.g.
your concern, how you are connected to the issue and your expertise
or experience on the issue.
- . The specific actions you would like the
committee to take.
- The reasons why you would like them to take
this action – this is where you give the facts and make
your main points. Be as brief and accurate as possible
- The reasons why the actions you recommend
are desirable – e.g. how they will improve quality of life,
make a contribution to the welfare of the community, save money
or be in the interests of the committee’s support base /
constituents.
- It is sometimes useful to outline briefly
what would happen if no action is taken. Be careful not to sound
as if you are threatening the decision-makers.
- Offer further information or face-to-face
meetings on request.
Meetings
Ask if you can have face-to-face meetings to
present your case. Visit the people in their offices or invite them
to attend a meeting in the community or with your organisation.
Always state the importance of the meeting clearly and provide an
agenda and a list of possible outcomes from the meeting. Remember
to stress what is in it for the decision-maker.
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When meeting
a political representative
- Keep it short and simple. Know why you
are there and what you want.
- Have the facts straight.
- Be on time, polite and patient. Never
be rude.
- Make the issue personal
- Be a resource. Leave a one-page fact
sheet with you contact details on it.
- Before you leave say thank-you again.
- Follow-up on the meeting and build the
relationship
- Provide opportunities for positive publicity
– a photo opportunity, event or occasion.
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International conferences
Diplomats at UN and Treaty conferences usually
expect to be lobbied by their own country campaigners and by other
campaigners on their own government’s position around the
MDGs and on other governments’ positions. They are trained
to be knowledgeable, approachable and “diplomatic”.
During the conference you should try to develop a good relationship
with diplomats as this might be one of the few opportunities you
have to confront decision-makers on issues.
Inspections
Invite decision-makers to come and make on-site
inspections if this is appropriate. It sometimes helps to get publicity
for inspections and you can then say in your invitation that you
have also invited the press to witness the inspection.
Phone calls
Get as many people as possible to phone the decision-maker.
Also use faxes and email if possible. Try to get some influential
and well known people to phone as well. It will not always be possible
to speak to the decision-maker and everyone who phones should leave
a clear message.
Publicity
Media attention is a powerful persuasive force,
and the more publicity you can get for your issue the better. It
always helps to make individual contact with a reporter who is prepared
to follow the issue through.
Petitions
Petitions are a useful way of showing popular
support for your issue. You can use a petition to get as many signatures
as possible from people in the community who are affected by the
issue or you can get a smaller number of key individuals or organisations
to sign a petition in support of your submission.
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2015 No excuses petition
Italy launched a No Excuses 2015 petition
calling for more and more effective aid, faster and deeper
debt relief, more opportunities and fairer trade rules and
sharing around global knowledge and technology. It is possible
to sign the petition on line at www.millenniumcampaign.it
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Obstacles and challenges
- There are some common mistakes that should
be avoided. These are taken from The Lobbying and Advocacy Handbook:
- Lone Ranger expectations. Don’t expect
one person in an organisation to do it all. It takes many voices
to make a difference in policy arenas.
- Petition and postcard campaigns. These lack
the personal voice that persuades officials that their support
base / constituents really care about the issue.
- Crying wolf! Don’t sound so many alarms
that your supporters can’t sort out the real need for action
from the stack of fax alerts on the floor.
- Ignoring protocol. Learn the local customs
and rules for participating in legislative processes.
- Missing the boat. Don’t wait until too
late in the decision-making process to voice your support or concerns.
- Surprises. Public officials expect honesty
and full disclosure. Don’t leave your supporters in the
lurch by failing to tell them all the facts about an issue. It
is part of the lobbyist’s job to tell elected officials
who opposes a position, as well as who supports it, and why.
- Angry, hysterical or threatening communication
Benefits
- Without the experience and expertise of civil
society organisations, the public debate will never be fully informed.
And without such organisations doing direct and grassroots lobbying,
many people will never make their voices heard in the centres
of power.
- Lobbying builds public policies that improve
people’s lives and the places where they live.
- Lobbying is exciting and rewarding work! It
gives your organisation an opportunity to provide leadership in
shaping and sustaining public policies that reflect your values
and priorities.
- You can make a difference. People working together
can make a difference.
- People can change laws.
- Lobbying is a democratic tradition.
- Lobbying helps find real solutions.
- Lobbying advances your cause and builds public
trust
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