The document discusses a retrospective evaluation of understanding the public policy landscape and lessons learned. It outlines an agenda that includes setting the stage for the evaluation, reviewing the process used, and highlighting key insights. The evaluation examines different strategies for influencing public policy outcomes through various audiences and decision makers.
13. ACTION
Framework for Public Policy Advocacy
Litigation
Community Mobilization
Model Legislation
Coalition Building
WILL
Champion Development
Media Advocacy
Public Will Campaigns
Political Will Campaigns
Communications and Messaging
Advocacy Capacity Building
AWARENESS
OUTCOMES
Community Organizing
Regulatory Feedback
Leadership Development
Voter Outreach
Public Forums
Demonstration Programs
Public Awareness Campaigns
Public Polling
Public Education
PUBLIC
Policy Analysis/Research
Influencer Education
INFLUENCERS
AUDIENCES
Policymaker Education
DECISION MAKERS
14. Grant Amount: __________________________
Grant Number(s): ________________________
Key outcomes areas addressed:
Strategies relevant to this grant(s):
ACTION
1: Knowledge and
Understanding for Action
Litigation
Community Mobilization
Model Legislation
Coalition Building
WILL
Community Organizing
Media Advocacy
Public Will Campaigns
Regulatory Feedback
2: Partnerships
Champion Development
Political Will Campaigns
3: Policy Innovation
Communications and Messaging
Advocacy Capacity Building
Leadership Development
Voter Outreach
AWARENESS
OUTCOMES
Content area: ___________________________
Grantee Name: __________________________
Grant Term(s): __________________________
Public Forums
Targets:
Demonstration Programs
Public Awareness Campaigns
Public Polling
Public Education
PUBLIC
Strategy framework c/o:
Policy Analysis/Research
Influencer Education
INFLUENCERS
AUDIENCES
Policymaker Education
DECISION MAKERS
14
INNOVATION NETWORK, INC.
15. Basic Grantee Information
Grantee Name:
Organization X
Grant Amount: $300,000
Grant Term(s):
January 1, 2009-December 31, 2009
If multiple grants, reason for grouping:
☐ Same grant activity (i.e. a renewed or
extended grant)
☐ Same topic/approach with related grant
activities
Topic Area:
☒Area A
☐ Area B
☐ Area C
☐ Area D
☐ Other
Assessment
This grant focuses on a tax coalition, which is comprised of 500 community asset-building
organizations and pro bono tax sites across the county. With the funding, Organization X intended to
launch a national advocacy campaign to inform policymakers, and do the following to advance its
agenda:
Build the affiliate base: Significantly increase the number of affiliates involved in the network from
around 50 to over 100
Deliverable (2009): In first narrative report, Organization X indicates that # of affiliates
reached 114
Create a comprehensive strategic communications plan. Focus on developing messages and eliciting
stories to effectively and compellingly disseminate its core messages
Deliverable (2009): Some client stories elicited in 2009, and planned to test a key message
at local sites.
Hire communications and political consultants
Delayed in 2009. No info on this in 2010.
Redesign the website
Deliverable (2010): Redesigned website launched in Feb 2010 with a more robust set of
advocacy tools for clients.
Submit quarterly policy briefs and/or publish issue papers and disseminate to elected officials and
their staffs and other policymakers
Deliverable (2009): Wrote in-depth policy paper. Distributed paper to field partners and
members of Congress on Day of Action Oct 2009. Also released a policy brief on VITA and
two position statements.
Deliverable (2010): Produced policy brief on refundable tax credits, distributed to partners
and Congressional offices. Produced targeted fact sheets with locally-focused information
to distribute to members of Congress. Organization X president testified during hearing for
☒Deliverables met
☐ Deliverables not met
☐ General operating
support (no specific
deliverables)
16. Basic Grantee Information
Grantee Name:
Organization X
Grant Amount: $300,000
Grant Term(s):
January 1, 2009-December 31, 2009
If multiple grants, reason for grouping:
☐ Same grant activity (i.e. a renewed or
extended grant)
☐ Same topic/approach with related grant
activities
Topic Area:
☒Area A
☐ Area B
☐ Area C
☐ Area D
☐ Other
Assessment
This grant focuses on a tax coalition, which is comprised of 500 community asset-building
organizations and pro bono tax sites across the county. With the funding, Organization X intended to
launch a national advocacy campaign to inform policymakers, and do the following to advance its
agenda:
Build the affiliate base: Significantly increase the number of affiliates involved in the network from
around 50 to over 100
Deliverable (2009): In first narrative report, Organization X indicates that # of affiliates
reached 114
Create a comprehensive strategic communications plan. Focus on developing messages and eliciting
stories to effectively and compellingly disseminate its core messages
Deliverable (2009): Some client stories elicited in 2009, and planned to test a key message
at local sites.
Hire communications and political consultants
Delayed in 2009. No info on this in 2010.
Redesign the website
Deliverable (2010): Redesigned website launched in Feb 2010 with a more robust set of
advocacy tools for clients.
Submit quarterly policy briefs and/or publish issue papers and disseminate to elected officials and
their staffs and other policymakers
Deliverable (2009): Wrote in-depth policy paper. Distributed paper to field partners and
members of Congress on Day of Action Oct 2009. Also released a policy brief on VITA and
two position statements.
Deliverable (2010): Produced policy brief on refundable tax credits, distributed to partners
and Congressional offices. Produced targeted fact sheets with locally-focused information
to distribute to members of Congress. Organization X president testified during hearing for
Media Advocacy
Public/Influencer Education
Public Education
Policymaker Education
☒Deliverables met
☐ Deliverables not met
☐ General operating
support (no specific
deliverables)
17. Grant Amount: __________________________
$300,000
OrgX20090112
Grant Number(s): ________________________
Key outcomes areas addressed:
Strategies relevant to this grant(s):
ACTION
1: Knowledge and
Understanding for Action
Litigation
Community Mobilization
Model Legislation
Coalition Building
WILL
Community Organizing
Media Advocacy
Public Will Campaigns
Regulatory Feedback
2: Partnerships
Champion Development
Political Will Campaigns
3: Policy Innovation
Communications and Messaging
Advocacy Capacity Building
Leadership Development
Voter Outreach
AWARENESS
OUTCOMES
Content area: ___________________________
Area A
Organization X
Grantee Name: __________________________
Grant Term(s): __________________________
1/1/09-12/31/09
Public Forums
Targets:
Demonstration Programs
Public Awareness Campaigns
Public Polling
Public Education
PUBLIC
Strategy framework c/o:
Policy Analysis/Research
Influencer Education
INFLUENCERS
AUDIENCES
Policymaker Education
DECISION MAKERS
17
INNOVATION NETWORK, INC.
18. Grant Amount: __________________________
$300,000
OrgX20090112
Grant Number(s): ________________________
Key outcomes areas addressed:
Strategies relevant to this grant(s):
ACTION
1: Knowledge and
Understanding for Action
Litigation
Community Mobilization
Model Legislation
Coalition Building
WILL
Community Organizing
Media Advocacy
Public Will Campaigns
Regulatory Feedback
2: Partnerships
Champion Development
Political Will Campaigns
3: Policy Innovation
Communications and Messaging
Advocacy Capacity Building
Leadership Development
Voter Outreach
AWARENESS
OUTCOMES
Content area: ___________________________
Area A
Organization X
Grantee Name: __________________________
Grant Term(s): __________________________
1/1/09-12/31/09
Public Forums
Targets:
Demonstration Programs
Policymakers
Public Awareness Campaigns
Public Polling
Public Education
PUBLIC
Strategy framework c/o:
Policy Analysis/Research
Influencer Education
INFLUENCERS
AUDIENCES
Advocates
Policymaker Education
DECISION MAKERS
INNOVATION NETWORK, INC.
19. ACTION
Organization X
WILL
Media Advocacy
Communications and
Messaging
Public Forums
AWARENESS
Outcomes
Model Legislation
Policy Analysis/Research
Public Education
PUBLIC
Influencer Education
INFLUENCERS
Audiences
Policymaker Education
DECISION MAKERS
20. All Grants
WILL
AWARENESS
Outcomes
ACTION
(n = 110)
Community Mobilization
18
Community Organizing
10
Public Will Campaigns
3
Coalition Building
21
Media Advocacy
36
Communications and
Model Legislation
29
Regulatory Feedback
14
Champion Development
15
Political Will Campaigns
1
Messaging
Advocacy Capacity
36
Public Forums
Building
27
9
Leadership Development
Voter Outreach
6
Demonstration Programs
1
18
Public Awareness
Campaigns
21
Public Polling
Policy Analysis/Research
22
90
Public Education
Influencer Education
Policymaker Education
63
81
71
PUBLIC
INFLUENCERS
Audiences
DECISION MAKERS
21. Potential Case Study Grantees
WILL
AWARENESS
Outcomes
ACTION
(n = 38)
Community Mobilization
11
Community Organizing
9
Public Will Campaigns
3
Coalition Building
12
Media Advocacy
17
Communications and
Model Legislation
11
Regulatory Feedback
8
Champion Development
9
Political Will Campaigns
1
Messaging
Advocacy Capacity
11
Public Forums
Building
10
5
Leadership Development
Voter Outreach
4
Demonstration Programs
1
7
Public Awareness
Campaigns
11
Public Polling
Policy Analysis/Research
6
30
Public Education
Influencer Education
Policymaker Education
26
31
25
PUBLIC
INFLUENCERS
Audiences
DECISION MAKERS
22. Repeat grantees
ACTION
(n = 75)
Community Mobilization
14
WILL
AWARENESS
Outcomes
Coalition Building
16
Model Legislation
19
Regulatory Feedback
8
Community Organizing
Champion Development
9
10
Media Advocacy
Public Will Campaigns
Political Will Campaigns
22
3
1
Communications and
Messaging
Advocacy Capacity
22
Public Forums
Building
15
6
Leadership Development
Voter Outreach
4
Demonstration Programs
1
10
Public Awareness
Campaigns
17
Public Polling
Policy Analysis/Research
16
61
Public Education
Influencer Education
Policymaker Education
43
54
45
PUBLIC
INFLUENCERS
Audiences
DECISION MAKERS
23. Grantees receiving >$300,000
ACTION
(n = 69)
Community Mobilization
17
WILL
AWARENESS
Outcomes
Coalition Building
16
Model Legislation
22
Regulatory Feedback
17
Community Organizing
Champion Development
7
13
Media Advocacy
Public Will Campaigns
Political Will Campaigns
31
1
2
Communications and
Messaging
Advocacy Capacity
27
Public Forums
Building
25
4
Leadership Development
Voter Outreach
5
Demonstration Programs
1
17
Public Awareness
Campaigns
13
Public Polling
Policy Analysis/Research
10
55
Public Education
Influencer Education
Policymaker Education
44
54
51
PUBLIC
INFLUENCERS
Audiences
DECISION MAKERS
24. Grantees receiving $300,000
ACTION
(n = 59)
Community Mobilization
5
WILL
AWARENESS
Outcomes
Coalition Building
9
Model Legislation
13
Regulatory Feedback
3
Community Organizing
Champion Development
4
8
Media Advocacy
Public Will Campaigns
15
2
Communications and
Messaging
Advocacy Capacity
16
Public Forums
Building
9
7
Leadership Development
2
Demonstration Programs
6
Public Awareness
Campaigns
12
Public Polling
Policy Analysis/Research
16
51
Public Education
Influencer Education
Policymaker Education
30
42
35
PUBLIC
INFLUENCERS
Audiences
DECISION MAKERS
26. ACTION
Framework for Public Policy Advocacy
Litigation
Community Mobilization
Model Legislation
Coalition Building
WILL
Champion Development
Media Advocacy
Public Will Campaigns
Political Will Campaigns
Communications and Messaging
Advocacy Capacity Building
AWARENESS
OUTCOMES
Community Organizing
Regulatory Feedback
Leadership Development
Voter Outreach
Public Forums
Demonstration Programs
Public Awareness Campaigns
Public Polling
Public Education
PUBLIC
Policy Analysis/Research
Influencer Education
INFLUENCERS
AUDIENCES
Policymaker Education
DECISION MAKERS
43. Media
Campaign
Did your organization
specifically target the media in
your outreach?
Which types of media outlets
were you targeting?
To what extent did your efforts
enhance visibility of your issue?