Evaluating Advocacy: Challenges, Methodologies and Solutions - Dr Glenn O'Neil, Owl RE 4 March 2021

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Evaluating Advocacy:

Challenges, Methodologies and Solutions

Dr Glenn O’Neil, Owl RE

4 March 2021

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2

         A.Challenges faced
           in advocacy
           evaluation
Topics   B.Methods and
           solutions
         C.Recommended
           actions
"Championing or supporting a
            cause or policy goal"
            Gardner and Brindis (2017),
            Advocacy and Policy Change Evaluation

            “An intervention intended to
            catalyse, stimulate or otherwise
 What is    seed some form of change”
            ODI (2014)

advocacy?   -Indirect and direct
            -Private and public
            -Formal and informal

                                                    3
What advocacy is not?
Advocacy is not            Advocacy is not having
campaigning to             people represent or
change the knowledge,      advocate on behalf of a
attitudes, behavior of     brand or a company for
individuals – where        greater awareness, e.g.
there is no link to        “brand advocates”
building public support,
creating a supportive
environment or policy
change

                                         4
Tendency to measure activities rather than
             outcomes

             Matching advocacy ambitions to reality of
             change possible
    A.
             The long-term non-linear nature of change
Challenges
    for      No “magic” advocacy evaluation tool exists

 advocacy
evaluation   The challenge to “prove” where you’ve
             made an impact

             The increased pressure for advocacy and
             public affairs to show results

                                                     5
Ambitions

Level of your
influence

                Output      Outcome   Impact
                              6
1. Understand    2. Have in
            what change      place ways to
            is desired and   monitor
            how              change

   B.       3. Select
                             4. Estimate
Methods     appropriate
            methods to
                             advocacy’s
                             influence on
            evaluate
  and       change
                             change seen

solutions
            5. Share and
            learn from the
            findings

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1. Understanding what change
          is desired and how
    What is advocacy aiming to achieve?

  Advocacy                      Interim
  activities      Outputs                    Outcomes       Impact
                               outcomes

Example:

 - Research     - Research
                              Policy issue
 - Coalition-    produced                                   Positive
                               prioritized   New policy
   building      - Decision                               changes for
                              by decision     adopted
 - Meetings        makers                                   citizens
                                makers
                  reached

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1. Understanding what change
        is desired and how
   What is advocacy aiming to achieve?
Examples:

Interim outcomes                          Outcomes
Media coverage                            Policy development
Collaboration/alignment                   Policy adoption
Growth of supporter base                  Policy revision
Recognition of issue(s)                   Policy blocking
Priority of issue(s)                      Policy implementation
Recognition of organisation               Budget change
Access for organisation to advocate       Practice change

                                      9
1. Understanding what change is
         desired and how
              Theory of Change – NGO and UN advocacy on water, sanitation and hygiene (WASH) in
                                    Health Care Facilities (HCF) - Tanzania

   STIMULUS                      INPUTS                    ACTIVITES                  OUTPUTS              OUTCOMES            IMPACT

Look outside of           Engagement with MoH        Development of concept
                                                                                  Promotional events      Budgets for WASH
household WASH            Zanzibar                   note on HCF guidelines
                                                                                  with government and     in 100 HCFs
                                                     with MoH
                                                                                  parliament held         (FY 17-18)
Development of            HCF research with
                          SoapBox in Zanzibar        Creation of roadmap &                                                   Every health care
approach / thinking
                                                     mapping of stakeholders      Stakeholder reached     WASH in HC         facility in Tanzania
                                                                                  through events          integrated in      has WASH to
Input into Healthy       Dissemination of Zanzibar   Tech. WG group set up                                WSDP II            provide quality
Start priorities by TZ   HCF research findings       for guidelines               Guidelines on WASH in                      care with
                                                                                  HCF produced                               attention to the
                         Unicef review of Zanzibar   Engagement of the                                    Guidelines         needs of women,
                         assessment tools            consultant for leading the                           implementation     girls and children
                                                     process                                              starts in HCF
                         Unicef research on HCF in                                     INTERIM
                         mainland (7 districts)      validation workshop in           OUTCOMES
                                                     different zones organised                            WHA 2019
                         WAT financial support to                                   Approval and          resolution on
                         policy process              TWG meetings for revising      Launch of             WASH in HCF
                                                     guidelines                     guidelines on WASH
                         Align and input from                                       in HCF by MoH
                         Healthy Start global
                         advocacy priority           Coalition building for WHA
                                                                                    Awareness raised
                                                                                    on guidelines

                                                                                    WASH in HCF on
                                                                                    WHA 2019 agenda
2. Have in place ways to
    monitor change

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3. Select appropriate methods
           to evaluate change
Methods used often in all      Methods seen in all types          Methods particular to
types of evaluations           of evaluation but often in         advocacy evaluation
                               advocacy evaluation

                                                            Media tracking
           Document/data review
                                                             Policy tracking
           Stakeholder interviews
                                     Theory of change           Policy analysis
         Stakeholder surveys
                                     Outcome mapping            Media analysis
       Stakeholder focus groups
                                      Social network
                                                               Bellwether interviews
                                      analysis
         Case studies
                                                        Contribution analysis

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Has change to policies and
              practices occurred?

4. Estimate   What is the significance of this
advocacy’s    change?
 influence
on change     What are the possible influences
              on this change?
   seen
              What is the estimated influence of
              your advocacy on the change seen
              based on the evidence collected?

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Example – influencing policy change (fictional)

                                             -     Regional government issues a concept
Has change to policies and                         paper featuring ABC
practices occurred?                          -     ABC mentioned in new regional policy
                                             -     Key national governments have issued
                                                   statements of support for ABC

What is the significance of this                  - High significance as first time ABC has a
                                                  profile in the policy development phase
change?

                                             - Evidence showing critical situation for ABC
                                             - Interest of national governments
What are the possible influences on          - Coalition of actors involved
this change?                                 - Policy process facilitated by our organisation

                                                 -Advocacy of our organisation was a key
What is the estimated influence of               influence on the policy changes seen along with
your advocacy on the change seen                 the above interests
based on the evidence collected?
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4. Estimate advocacy’s
            influence on change seen
                 Activities
  Outcomes       achieved?         Change seen?           Significance?       Your contribution?

                 Yes                Medium                High                Medium
That issue 345   -research paper                          - First time that   - Our
                                    - Issue 345 is
is on the        produced; input                          issue 345 is        organisation
                                    mentioned in
agenda of XYZ    in consultative                          recognised by       was main
                                    scoping policy
commission       process                                  XYZ                 source of
                                    paper; good
                                    possibility it will   commission          information on
                                    be on agenda                              issue 345 along
                                                                              with like-
                                                                              minded alliance

 Etc.

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5. Share and learn from the
            findings
 Track progress
                                  Celebrate and
 to constantly
                                  communicate
 improve
                                  advocacy successes
 advocacy
                                  with partners /
                                  members / sponsors

Feed findings                         Learn from the
into future                           challenges
advocacy          Communicate         and successes
initiatives       findings using
                  different formats
                  and channels
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1. Be clear and pragmatic
                      about what you are trying
       C.             to achieve
Recommended
   actions for     2. Monitoring and learning
   integrating        must be integrated into
evaluation and        strategy and
measurement in        implementation i.e. as the
 advocacy and         advocacy is happening…
  public affairs   3. “Measure what Matters”
                   4. Advocacy done well can
                      “work”!

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Available
       resources
• Theory of change
• Advocacy monitoring and
  evaluation methods/approaches
• Guidelines
• Communicating monitoring and
  evaluation results
• “Think pieces” on advocacy
  evaluation
• Examples of advocacy evaluation
  reports

See: full list of resources:
https://intelligentmeasurement.net/   18
Q&A

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Contact

Contacts:
   oneil@owlre.com

  @glenn_oneil

  glennoneil

   www.owlre.com

   www.intelligentmeasurement.net

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