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It is essential to set clear and measurable goals to determine the type of changes that you want and to measure (and celebrate!) your progress along the way.  Based on the research and analysis that you have done, for example using Problem Tree/Solution Tree, Community Asset Mapping or Four Quadrants, you may be ready to identify the goals of your advocacy initiative. This section provides tools to support you in setting long-term goals, short-term objectives and determine the activities that will support you to achieve them.  It also provides some templates for action planning that will keep your group clear on roles, responsibilities, tasks and timelines. 

SMART Goals: A tool to identify clear goals using the acronym SMART: ·           

  • Specific—to avoid different interpretations

  • Measurable—to be able monitor and evaluate progress·         

  • Achievable—realistic and with enough time and resources

  • Relevant—the goal is clearly aligned with the advocacy issue

  • Time-bound—there is a specific time frame set to achieve them

Advocacy Strategy Template:  A strategy is a plan for how you are going to achieve your goals. This template is a good tool to outline your goals, objectives, decision-makers and influencers, opposition and obstacles, partners, tactics and indicators for success. It comes from a workbook of the Stronger Health Advocates, Greater Health Impacts tool series, which is available online. 

Campaign Planning Worksheet: This simple worksheet from Mobilisation Lab will support you to lay out all of the key elements of your advocacy campaign.


 Creative Action Plan Template: This document can support you to identify the key actions, people, resources and timeline to plan your action or creative tactics.

DARCI Tool: This is a great planning tool using the acronym DARCI to identify and map out the key people that will fulfill specific roles and responsibilities: 

  • Decider - Who has decision-making power in the planning process?

  • Accountable - Who is ultimately accountable to make it happen?

  • Responsible - Who is responsible to work on specific tasks and projects?

  • Consulted - Who needs to be consulted for their input, support or approval?

  • Informed - Who needs to be informed of progress and developments?


 Community Event Planning Outreach: If you are planning an action or community event, you need to get people to attend and participate! This document provide some tips to spread the word!

Goals and Action Planning

Advocacy Strategy Template
Campaign Planning Worksheet
Creative Action Plan Templat
Communit Event Planning Outrach
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