Handbook For Organizing
Handbook For Organizing
Handbook For Organizing
Acknowledgements
Originally adapted from the work of Dr. Marshall Ganz
of Harvard University and resources from the Leading
Change Network and the New Organizing Institute.
Restrictions of Use
We welcome your suggestions for improving this
guide. We also welcome you to use it and adapt it for
your own training subject to the following terms and
conditions:
It was during these campaigns that Ganz and fellow Shea Sinnott and Peter Gibbs,
organizers (note: millions of other organizers) built on Vancouver & Victoria, BC / Coast Salish Territories
community organizing best practices and techniques October 2014
Though organizing is not a linear process, organizers use the first three practices (stories,
relationships, structure) to build power within a community, while the last two practices
(strategy, action) are about wielding that power in order to create change.
Identifying a community of people is just the first step. The job of a community organizer
is transform a community a group of people who share common values or interests into
a constituency a community of people who are standing together to realize a common
purpose. The difference between community and constituency lies in the commitment to
take action to further common goals.
For example, a community could be residents of a town that are against a new dam project,
while a constituency would be residents of the town against the dam who have signed a
petition to take action to stop the dam from being built.
Power
Organizing focuses on power: who has it, who doesnt, and how to build enough of it to
shift the power relationship and bring about change. Reverend Martin Luther King de-
scribed power as the ability to achieve purpose and the strength required to bring about
social, political and economic change. 1
In organizing, power is not a thing or trait. Organizers understand power as the influence
thats created by the relationship between interests and resources. Here, interests are
what people need or want (e.g. to protect a river, to stay in public office, to make money),
while resources are assets (e.g. people, energy, knowledge, relationships, and money) that
can be readily used to, in the case of organizing, achieve the change you need or want.
Understanding the nature of power that it stems from the interplay between interests and
resources and that we must shift power relationships in order to bring about change, is
essential for the success of our organizing efforts.
From the example above, the constituency against the dam may ask questions aimed at
tracking down the power that is, inquiring into the relationship between actors, and
particularly the interests and resources of these actors in their struggle. For instance,
they might ask questions like: what are our interests, or, what do we want? Who holds the
resources needed to address these interests? What are their interests, or, what do they want?
In doing so, the town residents may realize that their local town council is a key actor, that
local councillors want to stay in office and need votes to do so, and in turn, the constituency
holds the resources of people, relationships, and votes that could shift this power relation-
ship and bring about change.
1 King, Martin Luther, Jr. (1967). Where Do We Go From Here? Annual Report Delivered
at the 11th Convention of the Southern Christian Leadership Conference, Atlanta, GA.
Retrieved from http://www-personal.umich.edu/~gmarkus/MLK_WhereDoWeGo.pdf
Indeed, if organizing is about enabling others to bring about change, and specifically,
securing commitment from a group of people with shared interests to take action to further
common goals, then its critical to define exactly what those goals are.
In the case of the proposed dam project from above, the constituency against the dam
must create clear, measurable goals. Note the difference between our goal is to stop the
dam versus our goal is to put pressure on town council in the next 3.5 months through
door-knocking, events, and local newspaper op-eds aimed at getting 1/3 of town residents
to sign our petition to pass a motion to stop the dam project.
Youll learn how to come up with goals in the Strategizing section and how to achieve them
in the Acting section.
First, in the snowflake model, leadership is distributed. No one person or group of people
holds all the power; responsibility is shared in a sustainable way, and structure aims to
create mutual accountability. The snowflake is made up of interconnected teams working
together to further common goals.
The practise of coaching
Second, the snowflake model is based above all on enabling others. A movements strength
is the key means by which
stems from its capacity and commitment to develop leadership and in the snowflake
organizers in the snowflake
model, everyone is responsible for identifying, recruiting, and developing leaders. Leaders
develop leadership. See
develop other leaders who, in turn, develop other leaders, and so on.
the Coaching section
for more details on what
coaching in organizing is
and how to practise your
coaching skills.
Now, take a look at diagram 1. Note the faces, the clusters of faces, and the links between
them. How might the snowflake model compare to the structures youve been a part of in
the past? As youll see in the Structuring Teams section, the snowflake model is unique from
typical organizing or leadership structures in that responsibility is distributed and it prioritiz-
es leadership development above all.
In closing, keep the snowflake model structure and the core tenets of people, power, and
change in mind as we dive deeper into the the five practices of organizing: telling stories,
building relationships, structuring teams, strategizing, and acting.
Further Reading
Ganz, M. (2010). Leading Change: Leadership, Organization, Social Movements. In N.
Nohria & R. Khurana (Eds.), the Handbook of Leadership Theory and Practice (pp. 509-550).
Danvers: Harvard Business School Press.
For readings and training resources from the New Organizing Institute, visit
http://neworganizing.com/toolbox
Each of us can learn to tell a story that can move others to action. We all have stories of
challenge and of hope, or we wouldnt think the world needed changing or think that
we could change it. The trick is to articulate a story that communicates the values that
have called us to leadership, the values that unite us, and the challenges that we must
overcome together; in this section, well explore a framework for storytelling called Public
Narrative that revolves around those three elements a Story of Self, Us, and Now.
ACTION ACTION Again, storytelling in organizing is all about inspiring action, and leaders
INHIBITORS MOTIVATORS must learn to mobilize the emotions that make agency possible. As
diagram 2 illustrates, some emotions inhibit action, while other emotions
inertia O urgency
facilitate action. Action is inhibited by feelings of inertia, apathy, fear,
moral
The Public Narrative framework is made up of three components: a Story of Self, a Story
of Us, and a Story of Now. A Story of Self communicates the values that have called you
to leadership; a Story of Us communicates the values shared by those in action; a Story of
Now communicates an urgent challenge to those values that demand action now. Note the
quotation from Hillel in the opening to this section: If I am not for myself, who will be for
me? If I am only for myself, what am I? And if not now, when? (Pirkei Avot Chapter 1:14).
Simply put, Public Narrative says, Heres who I am, this is what we have in common, and
heres what were going to do about it. By mastering the practise of crafting a narrative that
bridges the self, us, and now, organizers enhance their own efficacy and create trust and
solidarity with their constituency.
story of story of
Y
C
M
EN
M
U
G
N
R
IT
U
Y
story of
us
shared values &
shared experience
We construct our stories of self around choice points moments when we faced a chal-
lenge, made a choice, experienced an outcome, and learned a lesson. Ask yourself: when
did I first care about being heard? When did I first experience injustice? When did I feel I had
to act and what did I do?
Once you identify a specific, relevant choice point, dig deeper and ask yourself: what was
the outcome of this choice and how did it feel? What did it teach me?
Some of us may think that our personal stories dont matter or that others wont care to hear
them. Yet if we do community or social change work then we have a responsibility to give a
public account of ourselves where we come from, why we do what we do, and where we
think were going. Whats more, if we dont author our own stories, others might do it for us
(and in ways we may not like).
For more help with developing your Story of Self and full Public Narrative see page 42.
Similar to a Story of Self, a Story of Us focuses on choice points, but this time, the character
in your Story of Us is the community you are motivating to act, and the choices are
those the community has faced. That said, a compelling Story of Us doesnt just highlight
challenges, it also lifts up stories of success to give people hope. As Ganz writes, Hope is
one of the most precious gifts we can give each other and the people we work with to make
change.4
For more help with developing your Story of Us and full Public Narrative see page 42.
Story of Now
A Story of Now articulates the urgent challenge your us faces and the threat to your
shared values that demands immediate action. In your Story of Now, paint the picture of
what the future looks like if we fail to act now (the nightmare) and what the future could be
if we act together (the dream).
Lastly, a Story of Now makes the bridge from story, why we should act, to strategy, how
we can act. Specifically, your Story of Now should end with a hard ask (see the Building
Relationships section for what this is). Its up to you to both motivate your listeners to take
action and give them a specific, concrete way to take action.
4 Ganz, M. (2009). Why Stories Matter: The Art and Craft of Social Change. Sojourners.
Retrieved from http://www.sojo.net/magazine/2009/03/why-stories-matter
For more help with developing your Story of Now and full Public Narrative see page 42.
When woven together, your Public Narrative should present a plan for how to overcome
the challenge at hand and give your listeners an opportunity to join you in taking action. In
closing, remember that storytelling in organizing is a leadership practice above all and is
a means of connecting, inspiring, and motivating one another to work together to create
change.
For a more comprehensive guide to listening to and coaching others in telling stories,
see the worksheet on page 46.
Further Reading
Ganz, M. (2009). Why Stories Matter: The Art and Craft of Social Change. Sojourners.
Retrieved from http://www.sojo.net/magazine/2009/03/why-stories-matter
Ganz, M. (2011). Public Narrative, Collective Action, and Power. In S. Odugbemi and T. Lee
(Eds.), Accountability Through Public Opinion: From Inertia to Public Action (pp. 273-289).
Washington, DC: The World Bank.
Sachs, J. (2012). Winning the story wars: why those who telland livethe best stories will rule
the future. Boston: Harvard Business Review Press.
Relationships are rooted in shared values. We can identify values that we share by
learning each others stories, especially choice points in our life journeys. The key is asking
each other why?
Relationships are long term. Organizing relationships are not simply transactional. Were
not simply looking for someone to meet our ask at the end of a 1:1 meeting (read on for
what this means) or house meeting. Were looking for people to join with us in sustained,
long-term growth and action.
Relationships involve consistent attention and work. When nurtured over time, rela-
tionships sustain motivation and inspiration and become an important source of continual
learning and development for the individuals and communities that make up your organiz-
ing campaigns.
Can you come to our team meeting next Wednesday at 6pm at Alishas
house?
Example of an ineffective ask:
Three Types of No
When securing commitment, its inevitable that our hard asks will sometimes be met with
no. In organizing, there are three types of nos that you will encounter not now, not
that, and not ever and being attuned to the difference will dictate how you proceed
with the person youre asking.
If someone says no they might mean not that time, so try offering another time or date.
For example:
Purpose (2 minutes) Be up front about your purpose for the meeting (e.g. Our team
needs a new canvass lead.), but that first, youd like to take a few moments to get
acquainted.
Exploration, Connection, and Exchange (20 minutes) Most of the 1:1 is devoted to
exploration by asking probing questions to learn about the other persons values and
interests, as well as resources they might hold. In response, its up to you to share enough
about your own values, interests, and resources so that it can be a reciprocal exchange.
Start by asking questions like:
Plan to listen and ask questions Try to persuade rather than listen and
ask questions
Have a plan for your meeting give Chit chat about your interests
context or purpose, connect with one
another, and secure commitment
Be clear about your next steps together End the conversation without a clear
plan for next steps
Split the bill if you meet in a coffee Pay for the whole bill (note: it can make
shop or restaurant the relationship feel transactional and
can get expensive in the long run!)
Designing actions so In organizing, its up to us to create welcoming, organized spaces and engage volunteers
that they are inherently so that they keep coming back. The following is a list of top reasons why volunteers dont
motivational is a key way return:
to keep people engaged.
See the Acting: Targets & They dont feel it is worth their time
Timelines section for infor- Atmosphere is disorganized and they dont feel theyre receiving attention or
mation on motivational direction
engagement.
No one explained why the work they are doing is important
They are uncomfortable doing what they have been asked to do
They feel overwhelmed by tasks and goals
The volunteer environment is unwelcoming
No one recognizes their contribution
No one asked them
To summarize, building strong, resilient relationships is critical for effective community orga-
nizing. Our power stems from our commitment to one another and to taking action togeth-
er, and the hard ask, the 1:1 meeting, and best practices for recruitment and retention are
key ways we can secure commitment in our work.
What is coaching?
If organizing is leadership that enables people to turn their resources into the power they
need to make the change they want, then coaching is about enabling others. In trying
to create change, organizers will undoubtedly run into challenges, as failure, conflict, and Maintenance 1:1s are the
obstacles are often inevitable in our campaigns. Coaching is a means of helping individuals primary opportunity to
and teams work through these challenges. coach an organizer. See
the Building Relationships
The role of the coach is to help people find their own solutions; rather than offering section for more informa-
advice, coaches ask questions to get people to uncover the answers in themselves and use tion on what these are,
their own resources to meet challenges. The purpose of coaching is to enable others to how frequently they are
build their own capacity to act, so they can coach others, and so on. In this way, coaching is practiced, and why.
synonymous with leadership development and so is key for building scalable, sustainable
teams.
In organizing, coaching usually takes the form of an intervention (note that the process
usually starts with a conversation) in an individual or teams work to support the coachee(s)
in improving their effectiveness. Read on for more details on effective coaching and the
coaching process.
Providing a space for your coachee to Being an expert or having all the answers.
speak and be heard.
Asking questions that both support and Telling the coachee what to do.
challenge the person you are coaching.
Helping the coachee explore their False praising the coachee because
challenges and successes. you dont want to hurt their feelings or
solely criticizing the coachee for their
weaknesses.
Step 1:
Inquire &
Observe
Step 5: Step 2:
Check-In Diagnose
Step 4: Step 3:
Action Intervene
For example, is the coachee failing to plan or evaluate tactics that meet shared goals?
Is the coachee articulating feelings of frustration or fatigue regarding canvassing? Is the
coachee struggling to complete routine tasks correctly or on time?
Remember, challenges arent always obvious, and, sometimes, the bulk of the coachs
work is simply supporting the coachee in discovering the nature of the obstacle theyre
facing. One skill to help both coach and coachee uncover the challenge(s) is called
backtracking. Here are some sample backtracking statements and questions:
2. Diagnose
Challenges in organizing usually fall into one or more of the following three categories:
strategic, motivational, and skills challenges or head, heart, hands and how you
coach depends on the nature of the challenge. Ask yourself: what is the nature of the
challenge and how will I intervene?
4. Action
Next, step back and observe the coachee in action. Give them time and space to take
steps to address their challenge(s). Avoid the urge to do it for them.
5. Check-in
Now its time to hold the coachee accountable and support them in debriefing what
happened. Ask yourself: how do I help the coachee in reflecting on their experience?
Assess whether the diagnosis of the challenge and intervention (i.e. the coachees plan)
were successful. You may realize that you need to repeat Steps 1-4 and support the
coachee in coming up with a different plan for addressing the same challenge, or, its time
to celebrate success!
And next, start again! Nurturing a culture of coaching whereby organizers are consis-
tently and constantly enabling others to find solutions to meet challenges is fundamental
to leadership development in organizing.
Further reading
Hackman, R and Wageman, R. (2005). A Theory of Team Coaching. Academy of
Management Review, 30:2, 269-287. http://amr.aom.org/content/30/2/269.abstract
Gawande, A. (2011). Personal Best. The New Yorker. http://www.newyorker.com/
magazine/2011/10/03/personal-best
But first, why organize in teams? First and foremost, working in teams is more fun than
working alone! Teammates also offer support and mentorship to one another, which play a
key role in leadership development. People who feel supported and who enjoy what theyre
doing are more likely to keep doing it. Next, by working in teams, we can meet higher
goals by tapping into the diverse range of resources (including skills and knowledge) mul-
tiple people bring. And most importantly, by working in teams, we develop relationships
with fellow teammates that facilitate and deepen our commitment to taking action.
Shared Purpose
We cant start building an organization without a clear mission. A team must be clear on Your Story of Now (or
what it has been created to do (purpose) and who it will be doing it with (constituency). Its that of the team or group
purpose should be clear and easy-to-understand, while it must also be challenging and youre working with) is one
significant to those on your team. Team members should be able to articulate their shared way to think about shared
purpose. purpose. See the Telling
Stories section for informa-
A compelling organizing purpose is a response to injustice. The first step in articulating tion on crafting your Public
shared purpose is to identify the people you are organizing your specific constituency, or, Narrative.
the community of people who are standing together to realize a common purpose.
Shared purpose should also be measurable: your team needs clear goals in order to
measure progress.
Explicit Norms
Your team should set clear expectations for how to govern itself. How will you manage
meetings, regular communication, decisions, and commitments? And, most importantly,
how will you correct ground-rule violations so that they remain active and legitimate ground
rules?
Teams with explicit operating rules are more likely to achieve their goals. Some team norms
are operational, such as How often will we meet? How will we share and store documents?
How will we communicate with others outside the team? while others address expectations
for member interaction. Setting norms early on in team formation will guide your team in
its early stages as members learn how to work together. Making norms explicit allows your
team to have open discussions about how things are going. The team can update and refine
norms as they work together to improve working relationships.
Mutual accountability
Notice how in the diagram the arrows point both ways. The snowflake model doesnt
operate as a hierarchy, with managers delegating tasks in a top-down way and expecting
results. Rather, team members are accountable to each other, mutually agree on tasks, and
expect results from and provide support to each other. Someone within the core leadership
team may assign a local leadership team with a task, but someone within a local leadership
team is just as likely to assign the core leadership team with a task.
The size of a team and its growth rate will vary from campaign to campaign. For instance,
teams working in the snowflake model structure have ranged in size from two or three
people running a local campaign to teams of approximately 10,000 people in one state in
a nationwide electoral campaign (Florida state during the 2012 presidential election). That
said, if implemented properly, the snowflake model has the capacity to get big, and get big
fast.
As an organizer, its your job to identify and develop leadership in others. We call this
process whereby individuals take on more and more leadership the ladder of engage-
ment. Heres an example of an organizing ladder of engagement (note that your ladder
might look different depending on your campaign):
Passing tests means exhibiting ability and commitment. For example, we might ask
someone to run a phone bank event the test and see if they follow through. If a team
member shows that they can follow through on commitments (i.e. the more tests they pass),
the more confidence you can have in their leadership and so give them more responsibility
(e.g. ask them to step up in running regular phone banks for the team as a phone bank
captain).
Note: Steps 4 and 5 can be repeated over and over to escalate the organizer into new roles
as they take on more responsibility and become more committed.
Phase 1: Potential - At this stage, the team is in its infancy. A few excited
volunteers are eager to do more, but people at this stage have limited or no
involvement beyond this interest. An organizers role is to develop this team
to Phase 2 as soon as possible. To do so, the organizer will network and recruit
within the community by scheduling 1:1 meetings. The organizer will organize
events to meet and schedule potential new team members.
Phase 2: Team Formation - At this stage, the team has a local team leader
(e.g. a community organizer) but no other organizers. During this phase, the
team leader has to work to start recruiting team members and begin moving
them up the ladder of engagement until they become organizers. Note that this
phase usually takes the longest.
Phase 3: Team - At this stage, the team has one team leader and at least one
other organizer. Now, the team is official and it needs to grow to increase its
potential. As more people attend events and join the team, the team grows as
the leaders test, escalate, and make hard asks. The challenge for organizers
in this phase is to grow sustainably that is, without growing too quickly and
neglecting members of the existing team. In this phase, you must continue to
invest time and resources into testing and escalating individuals that deliver. In
other words, dont get hung up on people who dont show up; focus on those
that do.
Phase 4: Developed Team - At this stage, the team is efficient and well-es-
tablished. It has at least four core organizers, including the team leader. If the
team follows the ladder of engagement approach, it will grow into a bigger and
more efficient snowflake over time.
Phase 5: Team Transformation - At this stage, the team has grown to its fullest
potential and can multiply into more teams. Organizers may start training exist-
ing team members to start new teams in other neighbourhoods or regions (also
known as turfs). Teams may split in two, with one half moving into new turf to
start a team there. Organizers must be intentional and thoughtful in supporting
the transformation process, as this can be a complicated time for teams and
strong emotions amongst team members could come up.
Above all, remember that effective teams are bolstered by strong relationships,
and that in the snowflake model, leadership is distributed, and organizers are
committed to developing the leadership capacity of others.
What you have is your constituencys resources: people, time, skills, mon-
ey, experiences, relationships, credibility, your allies, supporters, your leader-
ship.
What you need to achieve the change you want is power. Power is gained
through tactics that can creatively turn your resources into the capacity you
need to achieve your goal.
What you want is your goal. Your goal is a clear and measurable outcome
that allows you to measure progress along the way.
To illustrate strategy, we will use a classic organizing example: the 1956 boycott of the bus
system in Montgomery, Alabama. In 1956, as part of regional racial segregation policies,
African-American or black passengers had to sit at the back of the bus, and white passen-
gers at the front. If the bus was full, black passengers were forced to give up their seats for
white passengers. Demanding a change to these rules, black passengers boycotted the bus
system, depriving the system of substantial revenue. 381 days after the boycott started, the
bus system was desegregated.5
5 For more information on the 1956 Montgomery Bus Boycott, see Branch, T. (1989).
Chapter 4: First Trombone. Parting the Waters: America in the King Years 1954-63. New
York, NY: Simon & Schuster Inc.
Strategy is collaborative
Strategy is most dynamic and effective when the group responsible for strategizing brings
diverse experience, background, and resources to the table.
Strategy is intentional
Strategy is a theory of how we can turn what we have (resources) into what we need (power)
to get what we want (achieving goals). We call this a theory of change, and will discuss it
later in this section.
How to strategize
When strategizing, we ask ourselves three questions:
Constituency
Constituents are people who have a need to organize, who can contribute leadership, can
commit resources, and can become a new source of power. An organizers job is to turn
a community people who share common values or interests into a constituency
people who have committed to act on behalf of those values or interests.
Leadership
Although your constituency is the focus of your work, your goal as an organizer is to draw
upon leadership from within that constituency.The work of these leaders, like your own, is
to accept responsibility for enabling others to make change. They are accountable to their
constituency, represent the constituency to others, and support members of the constituen-
cy in achieving shared goals, together.
Competitors
These are individuals or organizations with whom we may share some interests, but not
others. They may target the same constituency, the same sources of support, or face the
same opposition. For instance, two unions trying to organize the same workforce may
compete or collaborate, or two community groups trying to serve the same constituency
may compete or collaborate in their fundraising. When strategizing, identify competitors
and, where possible, take steps to turn them into supporters.
Opposition
In pursuing their interests, constituents may find themselves in conflict with the interests of
other individuals or organizations. An employers interest in maximizing profit, for example,
may conflict with an employees interest in earning an adequate or living wage. The in-
terests of a Liberal candidate conflict with those of the NDP candidate in the same riding.
At times, however, opposition may not be immediately obvious, and might emerge only
during the course of a campaign. When strategizing, identify your opposition, consider how
they will respond to your organizing, and how you can respond in turn to neutralize their
oppositional actions.
Its important to look at the history of this problem to understand what has been tried (if
anything), what failed, and why.
We assume that the world is the way it is because some people benefit. We also assume
that these people currently have more power than us and are therefore able to maintain the
status quo. Community organizing, then, focuses on power: who has it, who does not, and
how to build enough of it to shift the power relationship. That shift is what makes change.
In organizing, we conceptualize two kinds of power: power with and power over.
Understanding which type of power is involved in the problem we are facing helps us
decide how to approach the problem.
Power with: Sometimes we can create the change we need just by organizing our resourc-
es with others, creating power with them. All organizing involves power with. For instance,
creating a community credit union or a community run day care are examples of power
with community organizing.
Power over: Sometimes others hold power over decisions or resources that we need in
order to create change in our lives. In cases like these, we have to organize our power
with others first in order to make a claim on the resources or decisions that will fulfill our
interests.
When we have to engage those who have power over us in order to create change, we ask
ourselves five questions:
Once we have answered these questions, were one step closer to deciding on our strategic
goal.
No one strategic goal can solve everything. In order to put our resources to work solving
our problems, we have to decide where to focus. We must ask ourselves: what goal can we
work toward that may not solve the whole problem, but will get us well on the way to solving
the problem? Unless we choose a goal to focus on, well risk wasting our precious resources
in ways that just wont add up.
Remember, strategy is nested; a campaigns ultimate goal, or the mountain top goal, is
likely not achievable in one attempt (see diagram 12). Instead of chasing after the moun-
tain top goal all the time, we can set smaller, nested goals that help measure incremental
progress throughout the campaign. Nested goals may take place over time (e.g. a local
campaign for a municipal living wage policy may start with electing supportive council
candidates before moving on to pushing for an actual bylaw), or over a geographic area
(e.g. a provincial election in British Columbia may have up to 85 nested goals, one for each
provincial riding a party or group wishes to influence).
mountain topgoal
mountaintop goal
nested goal
resources resources
A theory of change statement is a tool to understand your strategy and how (or if) it will
work. Being able to articulate a clear theory of change statement is a prerequisite to an
effective campaign. To put it bluntly, if you cant write your strategy out in a sentence that
makes sense, then it probably wont work.
If we do (TACTICS)
then (STRATEGIC GOAL or CHANGE)
Because (REASON)
In the Montgomery Bus Boycott example from earlier in this section, the theory of change
could be written like this:
In a Canadian federal election, a partisan theory of change might read like this:
Theory of change statements should be clear for both the big and small picture (e.g. large
scale on a national level, or small scale at the local level in electoral organizing). A single
campaign may have many local theories of change nested within a broader campaign. For
example, in a Canadian federal election, a local theory of change may look like this:
In closing, strategy is simply turning what you have into what you need to get what you
want. Thinking through who are our people? what is our problem? and what is our goal?
and formulating a theory of change your strategic blueprint for how you plan on making
change is critical to effective community organizing.
are a waste of
resources. The Sweet Spot
A tactic is most effective when it meets these three criteria:
Sweet
spot
Develops
Strengthens your organization individuals
First, action requires that leaders engage others in making explicit commitments to achieve
specific, measurable outcomes. We know that we cannot achieve our goals on our own, so
we need others to join us.
Second, to successfully engage others in a way that expands rather than depletes our
resources, we need to design action mindfully through motivational engagement. Once We build commitment
we have secured commitment from others to join us in action, it is important that they have through relationships, and
a meaningful experience when they join us. If people dont feel like what they are doing is the best way to secure a
important, or they do not grow and learn as they act, then they are unlikely to say yes the commitment to a specific
next time we ask for a commitment. action is by making a hard
ask. See the Building
There are three characteristics of a motivational action: Relationships section,
in particular the section
1. Meaningful: the person can see that the action is significant and makes a on Hard Asks, for more
difference towards achieving a meaningful goal. information.
2. Autonomy: people are given levels of responsibility according to their skills and
abilities to achieve a particular outcome.
3. Feedback and Learning: People can see the progress of their work, measure
success, and receive coaching and support from more experienced leaders so they
can learn and grow.
These three characteristics lead to greater motivation, higher quality work, and greater
commitment. In designing and delegating action steps, then, the key is to commit people to
engage in ways that facilitate such experiences.
In addition, there are five assessment criteria that serve as guidelines for designing motiva-
tional action:
Task Identity Do participants get to do the whole thing from start to finish?
Task Significance Do participants understand and see the direct impact of the
work?
Skill Variety Do participants engage a variety of skills, including head, heart, and
hands (or strategic, motivational, and skills tasks)?
Autonomy Do participants have the space to make competent choices about
how to work?
Feedback Are results visible to the person performing the task, even as they
perform it?
The more we ask people to commit to actions that meet these five criteria, the more likely
people are to commit and continue taking action. Nearly any action can be redesigned to
provide a more meaningful experience that supports individual creativity and growth while
achieving the campaigns goals.
Capacity Evaluation
(people, skills, etc.) Mountaintop Goal & Next Steps
Peak
Peak
Kick-off
Foundation
Foundation
During the foundation period, the goal is to create the capacity (or, the power with, see the
Strategizing section for more information) needed to launch a campaign. A foundation period
may last a few days, weeks, months or years, depending on the scope of the undertaking and
the extent to which you start from scratch. Organizers prioritize relationship-building during
the foundational period. This typically includes 1:1 meetings, house meetings, and meetings
of small groups of supporters. You want to build as broad a base as possible while not letting
things heat up too quickly. This is a crucial period for leadership development.
Note that for organizers, the primary purpose of a kick-off isnt to create a media event,
but to bring in new people and establish commitment to the campaign. A kick-off is also a
deadline for the formal delegation of leadership roles to those who will be responsible for
carrying out the campaign.
Peaks
The campaign proceeds toward a series of peaks, each one building on what has come
before. By crossing the threshold of each peak, we break through to the higher level of
capacity needed to reach our next target. Each peak should have a measurable goal (e.g.
number of people at a rally, number of signatures on a petition, number of organizations
pledging support, etc.) that launch you forward towards your next peak. This way, you can
measure success and make adjustments accordingly based on observable data.
Win or lose, a campaign should always conclude with evaluation, celebration, and prepara-
tion for next steps. When we win, we are sometimes so interested in celebrating, we forget
to learn why we won, what we did right or wrong, and recognize those who contributed.
When we lose, even when we do evaluate, we may not celebrate the hard work, commit-
ment, courage, and achievements of those involved in the campaign. The important thing
about campaigns is there is indeed a next time and it is important to prepare for it. Or, as
many a Canucks fan has remarked, Just wait til next season!
For example, in a provincial election, a core leadership teams organizing sentence may look
like this:
Similarly, a local leadership teams organizing sentence in a provincial election may look like
this:
To summarize, we implement tactics to act and put our strategy into practice. In order to
be effective, we must employ sweet tactics that are strategic, strengthen our organization,
and develop individuals. In turn, formulating an organizing sentence that employs sweet
tactics and is mindful of the campaign timeline is a useful tool for guiding and focusing our
organizing.
Further Reading
Issenberg, S. (2012). The Victory Lab: The secret science of winning campaigns. New York, NY:
Broadway Books, Crown Publishing.
Sharp, Gene (1973). 198 Methods of Nonviolent Action. A Force More Powerful. See http://
www.aforcemorepowerful.org/resources/nonviolent/methods.php
We practise telling stories, building relationships, and structuring teams to build power in
our organizing. Telling stories communicates our shared values and motivates others to take
action. Telling stories also connects us to one another and is key in building strong relation-
ships. In building relationships, we secure commitment from our communities and grow and
sustain a constituency. In turn, relationships are the glue that bind effective teams together,
and we structure teams so that we can work together in a sustainable and empowering way.
By tying all these practices together in our organizing, we embody leadership as accepting
responsibility for enabling others to achieve purpose. In so doing, hopefully, we achieve
the change we want and develop leaders capable of creating positive change thereon.
Next, use the table below to dig deeper on who you are and why youre here. Write down thoughts or draw
pictures to illustrate your responses.
Where you come from Who you are How you got involved
-- Where were you born and -- What are you passionate about -- Are there people or significant
where did you grow up? (interests, talents, hobbies)? experiences that stick out for you
-- Are there people that made an -- Are there significant experi- (social movement leaders, role
impact on you while growing ences that have had an impact models, books or knowledge)
up (family members, commu- on your choices (school, travel, that spurred you into taking
nity members, role models, work, family, or partners)? action for the first time?
friends)? -- What was your first experience
-- Are there significant childhood of getting involved in organizing
experiences that stick out for (volunteering in your community,
you (early memories, coming- supporting an organization, vot-
of-age experiences)? ing, attending a rally or protest)?
Next, based on your reflection, use the table below to write out the details of one choice point a specific
experience when you faced a challenge, made a choice, experienced an outcome, and learned a lesson.
-- Why did you feel it was a chal- -- Why did you make the choice -- How did the outcome feel and
lenge? What was so challeng- you made? How did it feel? why? What did it teach you?
ing about it?
Now, youre ready to draft a Story of Self. In crafting your story around the choice point youve chosen above,
try to be as detailed as possible. Create setting for your listeners paint a vivid image of what you experi-
enced (what you felt, how it sounded or looked like). Feel free to draw pictures, too.
Next, based on your responses to the above, use the table below to reflect on another choice point but
this time, for your community. (Note: community here can mean your group or organization, people
involved in your campaign, or even the specific individual or group of people with whom youre sharing
your story).
-- What was the challenge we -- What specific choice did we -- What happened as a result of our
faced? Whats the root of that make? What action did we take? choice? What hope can it give
challenge? us?
Next, based on your responses to the above, use the table below to reflect on one last choice point
but this time, one that your community faces now.
Self Us Now
-- Which choices in your life have -- What is this community all about -- What challenges make you feel
led you to be here today? Pick and which stories reveal that? enough (or angry enough) to
one or two that relate to this What specifically moves you act? What gives you hope? What
community and this moment. about this community? specific choice are you asking
people to make?
You said ____ in telling your story, what did you Your description of detail / image / feeling helped
mean by that? me identify with your experiences because...
Remember: dont get stuck addressing every actor; instead, try to focus on a few that are the
most influential.
constituency
leadership
support competition
GREATEST INTEREST IN
STATUS QUO
SIDELINES
SIDELINES
ACTIONS
CHANGE
GREATEST INTEREST IN