Building capacity

Building your advocacy competence: handbooks

It is important that organisations wishing to engage in public private dialogue and private sector advocacy build their competence as quickly as possible. This site provides a range of handbooks originally written to accompany a range of training programmes. These can be downloaded for your own use.


0. Introduction to advocacy & dialogue

To provide a basic introduction to public private dialogue and private sector advocacy

Module 1: The policy process

1.1 Understanding policy and regulation

To introduce the institutions of government and concepts of policy, legislation, regulation, administrative rules and political change. There is a focus on Kenya, but the principles are the same everywhere.

1.2 Policy analysis

To explore why policy institutions have developed existing policy positions, to consider whether the policy imperative is still pertinent, to review whether the policy imperative can be met in a different way

1.3 The process of formulating and reforming policy

To introduce the processes in which policy, legislation and regulation is made – at county, national, east African and international levels

Module 2: Policy positions

2.1 Identifying, understanding & framing issues

To explore what is necessary to substantiate that an issue exists, to understand how to commission research, to consider how to assess research evidence once it has been completed and to frame the issue to have a simple solution

2.2 Preparing policy positions

Not so much a training course, but a workshop which takes an actual issue, with research evidence and pulls together an early draft of a policy position paper

2.3 Influence & argumentation

To explore a range of tools and techniques that will help BMOs engage in dialogue and advocacy in face to face meetings

Module 3: Communications

3.1 Communications & public relations

To raise awareness of the power of and introduce effective communication and public relations. This unit will provide a firm foundation for the other units in module 3 and all the units in module 4.

3.2 Media relations & use of social media

To explore when, and when not, and how to use the media, including the setting of objectives for a media campaign and techniques to measure the effectiveness of a media campaign. This unit will also introduce social media and how it can be used effectively

3.3 Interview skills

To learn a range of techniques to be employed when being interviewed by journalists

Module 4: Written communications

4.1 Branding & house styles

To offer suggestions to ensure that BMOs adopt and maintain a brand so that all documents consistently adhere to a house style. This will cover, inter alia, formatting, fonts, etc.

4.2 Writing press releases

To understand the key requirements in preparing a press release and to practice doing so on a range of issues.

4.3 Preparing written documents

To explore the requirements of written documents, so that the reader is led logically and persuasively through a document

Module 5: Managing advocacy projects

5.1 Planning an advocacy project

To introduce tools and techniques to ensure that an advocacy project is carefully designed and effectively implemented

5.2 Budgeting & financial management

To understand the need for setting budgets and exercising effective financial control, including the need for regular management accounts

5.3 Evaluation of advocacy

To introduce a range of techniques to evaluate whether advocacy has been successful, including impact assessment, cost benefit analysis and regulatory impact assessment

Module 6: Managing a BMO

6.1 Leadership, strategy & business planning

To understand the need for effective leadership and strategy in setting the direction of a BMO and how advocacy and dialogue fits within that strategy

6.2 Governance and ethics

To explore key aspects of governance and ethics

6.3 Members and member services

To consider how to attract and retain members and how to encourage them to pay their subscriptions.

Module 7: Research

7. Research methods

To introduce a range of quantitative and qualitative research methods together with tools and techniques to analyse the results of the research

Other resources

Links to resources on the net

Annotated policy position example: blood transfusion

Annotated policy position example: sugar regulations

Policy formulation

Tools and templates

Here are some tools and templates which you might find helpful as you develop your ideas, prepare your plans and implement your activities.

Simple Gantt chart