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3. CAMPAIGN PLANNING<br />

3.1 STRATEGIC PLANNING: ESSENTIAL ISSUES<br />

OVERVIEW<br />

Strategic planning is the process of analyzing the current situation, setting goals for the<br />

future, <strong>and</strong> determining how <strong>to</strong> effectively reach those goals. Campaign planning is not a<br />

simple “prelude” <strong>to</strong> the actual campaign—it is of central importance <strong>to</strong> effective<br />

campaigning <strong>and</strong> should receive as much attention <strong>and</strong> effort as the subsequent<br />

campaign activities themselves. In fact, the success of a campaign is inherently linked <strong>to</strong><br />

how rigorously it has been planned from the outset—analyzing the context, identifying<br />

problems <strong>and</strong> solutions, specifying target audiences <strong>and</strong> outlining an appropriate course<br />

of action all enhance the chances of reaching campaign goals (Coe & Kingham, Tips on<br />

Good Practice in Campaigning). Ideally, all members of the campaign team or alliance<br />

should be involved in planning, as well as key stakeholders, particularly representatives<br />

of the target audience.<br />

This section describes the crucial first steps for a campaign —the research <strong>and</strong> analysis<br />

steps that must be taken <strong>to</strong> a) determine why or when <strong>to</strong> start a campaign, b) define the<br />

campaign issue (the problem), c) identify the necessary stakeholders <strong>to</strong> target or<br />

involve, <strong>and</strong> then d) develop an appropriate campaign approach that best responds <strong>to</strong><br />

the issue. The following section explains how <strong>to</strong> develop the Campaign Strategy, the<br />

roadmap or course of action for effective campaign implementation.<br />

Bear in mind:<br />

Both campaign planning <strong>and</strong> campaign strategy processes can overlap, <strong>and</strong> in some<br />

cases even be interchangeable. One easy way of distinguishing between the two is:<br />

planning determines WHAT <strong>to</strong> do, while strategy determines HOW <strong>to</strong> do it.<br />

In the case of campaigns, the planning stage asks the question: What needs <strong>to</strong><br />

change? To answer, one will need an analysis of the situation <strong>and</strong> the specific<br />

problem <strong>to</strong> be addressed; a purpose <strong>to</strong> drive the campaign; <strong>and</strong> a vision for the future<br />

the campaign is intended <strong>to</strong> contribute <strong>to</strong>. The planning stage also asks the questions:<br />

How will the campaign contribute <strong>to</strong> change? And who are the key stakeholders?<br />

To answer, one will need <strong>to</strong> determine an appropriate theory of change, <strong>and</strong> conduct a<br />

thorough analysis of stakeholders. All of this lays the foundation for then developing a<br />

33<br />

<strong>Campaigns</strong> December 2011

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