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Understanding the
Public Policy Landscape
Lessons from a Retrospective Evaluation

Veena Pankaj
Kat Athanasiades

Innovation Network
www.innonet.org
Agenda

1

Setting the Stage

2

Process

3

Key Insights
Agenda

1

Setting the Stage

2

Process

3

Key Insights
WHAT I REALLY DO
Agenda

1

Setting the Stage

2

Process

3

Key Insights
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
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.
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)
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)
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.
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.
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
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
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
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
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
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
How do you

operationalize
this information?
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
ACTION
WILL
AWARENESS

OUTCOMES

Media
Tracking

PUBLIC

INFLUENCERS
AUDIENCES

DECISION MAKERS
ACTION
WILL
AWARENESS

OUTCOMES

Legislative
Assessment
Checklist

PUBLIC

INFLUENCERS
AUDIENCES

DECISION MAKERS
ACTION
WILL
AWARENESS

OUTCOMES

Bellwether
Interviews

PUBLIC

INFLUENCERS
AUDIENCES

DECISION MAKERS
ACTION
WILL
AWARENESS

OUTCOMES

Peer Perception
Interviews

PUBLIC

INFLUENCERS
AUDIENCES

DECISION MAKERS
ACTION
OUTCOMES

WILL
AWARENESS

Context Mapping

PUBLIC

INFLUENCERS
AUDIENCES

DECISION MAKERS
ACTION
OUTCOMES

WILL
AWARENESS

Advocacy Timeline

PUBLIC

INFLUENCERS
AUDIENCES

DECISION MAKERS
ACTION
OUTCOMES

WILL
AWARENESS

Strategy Module Protocol
PUBLIC

INFLUENCERS
AUDIENCES

DECISION MAKERS
ACTION
OUTCOMES

WILL
AWARENESS

Process Tracing
PUBLIC

INFLUENCERS
AUDIENCES

DECISION MAKERS
ACTION

Bellwether
Interviews

Media
Tracking

WILL
AWARENESS

OUTCOMES

Peer Perception
Interviews

Legislative
Assessment
Checklist

Context Mapping
Advocacy Timeline
Strategy Module Protocol
Process Tracing
PUBLIC

INFLUENCERS
AUDIENCES

DECISION MAKERS
Summary/
Wrap up

General

Policy
Analysis &
Research
Public
Awareness/
Education

Legislation
Assistance

Strategy
Module
Protocol

Coalition
Building

Policymaker
Education

Community
Organizing

Community
Mobilization

Governmental
Forums

Media
Campaign

Advocacy
Capacity
Building
Summary/
Wrap up

General

Policy
Analysis &
Research
Public
Awareness/
Education

Legislation
Assistance

Strategy
Module
Protocol

Coalition
Building

Policymaker
Education

Community
Organizing

Community
Mobilization

Governmental
Forums

Media
Campaign

Advocacy
Capacity
Building
Summary/
Wrap up

General

Policy
Analysis &
Research
Public
Awareness/
Education

Legislation
Assistance

Strategy
Module
Protocol

Coalition
Building

Policymaker
Education

Community
Organizing

Community
Mobilization

Governmental
Forums

Media
Campaign

Advocacy
Capacity
Building
Summary/
Wrap up

General

Policy
Analysis &
Research
Public
Awareness/
Education

Legislation
Assistance

Strategy
Module
Protocol

Coalition
Building

Policymaker
Education

Community
Organizing

Community
Mobilization

Governmental
Forums

Media
Campaign

Advocacy
Capacity
Building
Media
Campaign
Media
Campaign

Did your organization
specifically target the media in
your outreach?
Media
Campaign

Did your organization
specifically target the media in
your outreach?
Which types of media outlets
were you targeting?
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?
Agenda

1

Setting the Stage

2

Process

3

Key Insights
Landscape

http://www.flickr.com/x/t/0090009/photos/mdpettitt/4809326421/
Sub-group
strategies

http://www.flickr.com/x/t/0090009/photos/mdpettitt/4809326421/

http://www.flickr.com/x/t/0099009/photos/dangwynne/9342745130/
Strategies of each
grantee

http://www.flickr.com/x/t/0090009/photos/mdpettitt/4809326421/

http://www.flickr.com/x/t/0099009/photos/dangwynne/9342745130/

http://www.flickr.com/x/t/0099009/photos/rutgersmit/38040046/
ACTION

Bellwether
Interviews

Media
Tracking

WILL
AWARENESS

OUTCOMES

Peer Perception
Interviews

Legislative
Assessment
Checklist

Context Mapping
Advocacy Timeline
Strategy Module Protocol
Process Tracing
PUBLIC

INFLUENCERS
AUDIENCES

DECISION MAKERS
Thank You!

Innovation Network

Veena Pankaj

Kat Athanasiades

Director
vpankaj@innonet.org

Associate
kathanasiades@innonet.org

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