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Lesson 7: Analyzing Our Tactics
OVERVIEW Students will review different types of advocacy tactics and analyze which
actions might be most effective to influence the key decision-maker and
influencers they identified in the previous steps. These tactics will form the
basic content of the work that will be done by the project teams in Unit 3.
TO SHORTEN THIS LESSON:
Skip the article reading
activity. Ask students to
personally define one
tactic that they think they
understand. Talk through
each tactic by sharing
these answers whole-
group, correcting
misunderstandings and
explaining the details of
any tactic not defined.
Assign tactics to targets
yourself. Share these
decisions with students
and move into work
planning.
Combine with Lesson 8 if
needed.
OBJECTIVES By the end of this lesson, students will be able to:
Describe a variety of advocacy tactics.
Analyze their target audience to select tactics for their action plan.
MATERIALS Student handbooks:
o Tactics Overview, Articles, & Graphic Organizers (page 19).
o Class Targets, Asks, Outcomes, & Group Members Graphic
Organizer (Page 18).
o Overall Class Action Plan Graphic Organizer (page 23).
o Sample Class Action Plan Graphic Organizer (page 24).
Printed tactic example articles (1 article total per student)
Looks Like/Sounds Like chart
Advocacy Hourglass visual
Blank flipchart paper and markers.
PREPARATION BEFORE CLASS Familiarize yourself with the Tactics Toolkit. Discuss with your teacher
which tactics will be most applicable for the class and pull-out the
appropriate tactics handouts students will need.
Divide students into appropriate groups for reviewing the articles. The
article difficulty corresponds with the article number (4 is the hardest).
Prepare a poster or slide of the GC tactics.
Write the Do Now prompt on the board.
Draw the Overall Class Action Plan Graphic Organizer (page 23) on
flipchart paper to complete with the class.
69
Lesson 7: Analyzing Our Tactics
INTRODUCTION (3 - 5 minutes) Do-Now: At Civics Day, judges will ask us why we selected our targets.
Pick the target you are most interested in working on and explain why
they are important to helping us achieve our class goal.
Lesson overview and framing: Refer to the advocacy hourglass.
o Have one student describe where you are in the hourglass in
what you did last week (decided on targets).
o Explain that there are various tactics that we can use to get our
message across to our targets (the decision-maker and
influencers). We will spend the rest of the semester working in
teams on actually using these tactics to make our impact. It is
important that we choose the tactics that will be most effective.
During the beginning of this period, we’ll learn what each of
these tactics are and why and when they’re used. Then we’ll
discuss tactic(s) we’ll use to reach each target.
ADD TO GLOSSARY:
Tactics
Definition: the specific
strategies or actions one
takes to achieve a goal.
Sample Sentence: Attending a
meeting was one of the tactics
we used to convince our local
representative to introduce a
bill.
EXAMINING TACTICS (8 – 10 minutes) Explain to students that tactics are the actions we take to convey our
messages to decision-makers and influencers. There are a lot of
possible actions that you and your class can take. Others might come
from your own personal experience or from things that you have heard
or seen other groups accomplish.
Explain that before assigning these tactics, we need to review what each
tactic is and how it has been or could be used. Have students turn to
the Tactics Overview, Articles, & Graphic Organizers (page 19) in the
student handbook.
Explain that this is the list of tactics suggested by Generation Citizen.
Notice the tactics are divided into those that are good first tactics and
those that are good follow-up tactics.
Explain that you are now going to split into small groups to practice
identifying tactics. Each group will have an article. Together, they will
read through the article. After they have finished reading, they will:
o Put the number of their article next to the tactics in the Tactics
section that the groups in their article used.
o Put the number of their article next to the steps in the Steps to
Achieving Tactics section that the groups in the articles used or
may have used.
o Answer the questions at the bottom of the worksheet (What’s
the group’s goal? Who is their main decision-maker or
influence? Who are their other targets?)
Model an example using the Tactic Example Article 0. Ask a student to
read it aloud and for listeners to check off tactics they hear as it is read.
Ask the students:
o What is the group’s goal? (To make the food system more
sustainable and just by getting college administrators to sign the
70
Lesson 7: Analyzing Our Tactics
Real Food Campus Commitment and commit to spending 20%
of their food budget on real food by 2020)
o Who are the decision-makers? (College presidents and dining
directors)
o What influencers are mentioned? (Local farmers, student body)
o What tactics are directly stated? (Hosting a Panel, Writing an
Editorial, Circulating a Petition)
o What tactics are described but you can’t find the title for? (Using
a Letter-Writing or Email Campaign)
o What tactics are implied but it doesn’t actually say directly?
(Holding a Meeting with Decision-Makers)
Ask a student to restate the directions for their small group assignment,
and then dismiss them to work in their groups.
Give the students 5 minutes to review their article and fill out the
worksheet.
o Article #1 Tactics: Testifying at a Meeting, Sending Emails to a
Decision-Maker, Holding a Coalition Meeting, Circulating a
Petition, Raising Awareness.
o Article #2 Tactics: Sending an Email to a Decision-Maker,
Making Calls to a Decision-Maker, Writing Letters, Holding a
Coalition Meeting, Hosting an Assembly.
o Article #3: Tactics Learning from an Expert, Conducting a Survey,
Testifying at a Meeting.
o Article #4 Tactics: Conducting a Survey, Raising Awareness,
Sending Emails to a Decision-Maker, Holding a Meeting with a
Decision-Maker, Writing an Editorial.
Have groups share their responses with the entire class.
Review the tactics one-by-one. If a tactic was used in an article, ask that
group why they think it might have been selected.
o Use the first page of the Tactics, Overview, & Graphic Organizers
(page 19) for guidance. Clarify any misunderstandings about its
audience or purpose. Students should write descriptive notes for
themselves on their chart, as needed.
o If any tactics were not referenced in the articles, call on a
student to make an educated guess about what the tactic
means and how it is used. Correct their response as needed.
Make the point that every campaign for change involves multiple tactics
or sometimes the same tactics directed towards multiple targets.
PICKING OUR TACTICS (20 – 25 minutes) Have students turn to the Sample Overall Class Action Plan Graphic
Organizer (page 23) and review:
o Refer to the top of the pyramid. Highlight that this class’ goal
was to have the School District Transportation Office endorse a
bill that would fund reduce bus passes for students to get to
school.
71
Lesson 7: Analyzing Our Tactics
o Explain that this class had four targets groups: the School
District Transportation Office, the General Assembly (the state
legislative branch), the Transit Authority who run the state-wide
bus system, and the general public. Explain that each group
had their own set of tactics to achieve their specific outcome
which, together, ensured the class achieved the overall goal.
o Start on the left hand side base of the pyramid. Explain that this
group’s target was the actual decision maker: the School District
Transportation Office.
o Because the group was focusing on the decision-maker, their
outcome was similar to the overall class goal. They wanted them
to verbally commit to endorsing the bill.
o Refer to the base of the pyramid. Explain that in order to for the
decision-maker group to achieve their goal and outcome, they
needed to start with their first tactic of meeting with the School
District Transportation Office Committee President.
o After they completed that tactic, they moved onto their follow-up
tactics of writing letters to the entire School District
Transportation Office. They thought it was important to have the
President and all the members on their side.
o By completing these steps and tactics, they eventually achieved
their outcome, which led to the successful completion of their
class goal.
o Repeat for as many columns as you have time.
Explain that now students are going to do the same thing for their
project!
o Ask students to turn to their blank Overall Class Action Plan
Graphic Organizer (page 23).
o In small groups, the will have 15 minutes to complete one
column of the pyramid for a specific target group.
o Explain that once you split into groups, they will first copy their
class goal to from the Class Targets, Asks, Outcomes & Group
Members Graphic Organizer chart (page 18) to the top of the
Overall Class Action Plan Graphic Organizer pyramid (page 23).
o Next they will transfer their assigned target to the bottom of one
of columns of the pyramid and the corresponding outcome to
the top of that same column.
o Finally, they should use a blank page in their handbook to
brainstorm the tactics needed to convince their target to do their
outcome. They will order tactics later so it is very important that
they don’t write them in the pyramid now.
Split the students into the same groups they worked in for the article
review. Assign them a column in the pyramid (the first column is the
decision-maker). Remind them to brainstorm their tactics on a blank
notes page and not in the pyramid.
As students work on their pyramid, have them consider:
o What are the ways this target hears about issues?
o Based on what we know about the target, what kind of action
TIP: Only go through the left
two sections of the pyramid to
save time!
72
Lesson 7: Analyzing Our Tactics
might be most persuasive? (public, direct, group, individual)
o Which tactics would convince the target to do what we want?
o What tactic is the one that we need to do first? Why? How will
this help us do the next tactic?
Give the students a two minute warning. Explain that they are each
going to report out to the group.
As groups present, ask the students if they agree or disagree with the
tactics that the target group identified. Guide groups to make tactics
more applicable.
Once the class agrees, copy each of the tactics at the bottom of the
pyramid, underneath the appropriate target in the Overall Class Action
Plan Graphic Organizer (page 23). Have students do the same. You will
order the targets next lesson.
Explain that this the start of your master plan that will help you organize
and evaluate your progress over the course of the semester.
Sample probing questions to
drive student conversation on
tactics:
What tactics are connected
and might need to be done
together? (ex: calls and
emails to work with a
coalition)
Which targets might have
overlapping tactics? How
can we collaborate in our
teams to take advantage of
that?
ADAPTATION FOR RIGOR:
Have students draft the
ordering of their tactics in the
pyramid.
CONCLUSION & EXIT TICKETS (3 - 5 minutes) Remind students of the next date you will see them and explain that
during the next lesson, you will continue to work structure your overall
action plan and to create even more specific small group action plans.
Call on a student to read the exit ticket prompt out: o Next week, we’ll break into groups based on targets and tactics.
These will be the groups you’ll work in for the rest of the
semester. Which tactics are you most interested in working on
and why?
Have students complete exit ticket and submit it to you.
NOTE TO DEMOCRACY COACH Use the student responses on their exit tickets to break them into
specific target groups to work in for their action project. Talk to your
teacher to take class dynamics and student ability into account. Create
a contingency plan if students strongly disagree with their group.
Using the tactics the students brainstormed, consider sequencing for
each of the tactics and suggest dates for completion. Consider three
steps that need to be completed for each tactic. Draft your own versions
of the Overall Class Action Plan and Small Group Action Plans for each
target group.
Decide on how much of the Overall Class Action Plan that you want to
share with students and how much you want them to fill out. This
should be based on their ability and the amount of time you have.
OPTIONAL ASSESSMENT and PORTFOLIO ELEMENTS
73
Lesson 7: Analyzing Our Tactics
Exit Ticket: Next week, we’ll break into groups based on targets and
tactics. These will be the groups you’ll work in for the rest of the
semester. Which tactics are you most interested in working on and
why?
COMMON CORE STANDARDS SL.9-10.1
SL.9-10.4
RH.9-10.4
COMMON CORE STANDARDS SL.8.1
SL.8.4
RH.6-8.4
REFERENCES http://youthactivismproject.org/success-stories/
74
STUDENT HANDBOOK PAGES Lesson 7
Tactics Overview, Articles, & Graphic Organizers
Some tactics are more intuitive than others. This guide briefly outlines major differences.
FIR
ST T
AC
TIC
Canvassing with a Petition: Collecting signatures on a statement supporting your
action project
Testifying at a Hearing: Delivering a statement at an official meeting, usually
regarding proposed legislation
Holding a Meeting: Meeting in-person with a decision-maker
Meeting with a Coalition: Attending or organizing an in-person meeting with
coalition partners
Writing a Letter: Handwriting a letter to a decision-maker, including organizing
others to write letters to the decision-maker
Making Phone Calls: Making a call to a decision-maker
Raising Awareness: Using social media, creating a short film or documentary,
collecting testimonies to share, or launching a poster campaign to advertise an
event or educate an audience
FO
LLO
W-U
P T
AC
TIC
Participating in an Outside Event: Attending a coalition partner’s organized rally or
protest
Holding a Press Conference: Assemble media outlet reporters in public place and
prepare speakers to present on the focus issue.
Hosting a Workshop/Assembly/Panel: Planning and organizing an event
Using a Letter-Writing or Email Campaign: Mobilizing others to reach out to many
other people with information (advertising an event or educating about an issue or
system or policy)
Organizing Phone-Banking: Similar to above tactic, but calling via phone
Writing an Editorial: Writing and publishing an op-ed or letter to the editor
Delivering Petition: Summarizing petition results and delivering to target
Student Handbook page 19
75
STUDENT HANDBOOK PAGES Lesson 7
Tactic Example Article 0 (to be reviewed as a group)
Real Food Challenge is an organization that is working to change our current food system
into one that is sustainable and just. College students run campaigns to get their school
president and dining directors to sign the Real Food Campus Commitment to commit to
spending 20% of their food budget on real food by 2020. College chapters work towards
this goal by circulating petitions to students and alumni, hosting panels, collecting
statements of support from local farmers, writing pieces for their school newspaper, and
many other tactics. These efforts add up to convincing their president and dining director to
sign the RF Campus Commitment.
Tactic Example Article #1
A Generation Citizen class in Boston wanted to take action on teen pregnancy. The students’
goal was to change current district policies to be able to allow high school nurses to provide
contraception to students. The students met with their school’s principal to get her support
for the policy, and then posted flyers around the school letting other students and teachers
know about their goal. They also circulated a petition to gain support among fellow students.
At the same time, they lobbied the Sex Education subcommittee on the Boston Public
Schools School Committee to introduce their initiative. As a result, they were invited to
testify to the Wellness Council of the School Committee to present their idea.
Tactic Example Article #2
An eighth grade GC class at Highlander Charter School selected vandalism as their
community issue, with a focus on graffiti in the neighborhood around their school. After
researching the issue, the students learned about the Providence Office of Neighborhood
Services, a city agency that was supposed to handle issues such as vandalism. The class
made the Office of Neighborhood Services the decision-maker of their project.
The class wrote emails to the Office of Neighborhood Services, asking about graffiti and who
they should talk to about getting it cleaned. Cindy, a representative in the office, told the
students that community members could report incidents of vandalism using a phone app or
through an email system, but no one from their community was using the service. On a
phone call, the students asked Cindy to come meet them after-school to talk about the
service and scheduled her visit. They then invited their DCs, several teachers, their Principal
and GC staff to attend their coalition meeting, and held a discussion with Cindy about the
services that the city offered to address vandalism.
After their coalition meeting, the class wrote letters and invitations to their parents, peers,
community members and other influencers to attend an assembly regarding graffiti. At the
assembly, the students and Cindy presented about the reporting system for graffiti, and how
to send in requests for cleanup crews to come and paint over the graffiti. Through this
process, this class achieved their goal, and set up a path for community members to
continue addressing the issue in the future.
76
STUDENT HANDBOOK PAGES Lesson 7
Tactic Example Article #3
Elementary school students in Colorado launched a campaign for new sidewalks, focusing
on changing the City Council budget. They met with the city planner, surveyed business and
property owners to use their responses in support of the project, recorded traffic patterns,
and researched the cost of sidewalk construction by interviewing contractor companies.
They then presented the result of these statistics, surveys, and petitions to the City Council
to achieve their final collective goal. The kids’ demands were heeded.
Tactic Example Article #4
A 10th/11th grade class at New York’s EBC High School for Public Service class chose
“Quality and Variety of School Lunches” as their focus issue. The initial consensus among
the students was that the food served at EBC was horrible. Using research on other school
lunch programs and advice from a Health Counselor at the school, the students identified
the root cause of this issue as a lack of funding. They set their goal as convincing the
Department of Education to provide more diverse food options in school lunches.
The students saw their peers as a great group of influencers and surveyed more than 160
students of all grade levels and compiled the results as quickly as possible so the remaining
groups could use the statistics within their individual tactics. The survey group also created
a 1-page “summary sheet” that illustrated the results of the survey, posting the sheet
around the school to rally other students behind the class’s cause.
The second group targeted the media, writing a letter to the editor of their city paper, to
convey the problem the class was addressing and what could be done to solve it. The letter
included statistics from the survey group to dispel the notion that it was simply a bunch of
kids just complaining about their school food, as well as personal testimonials from the
writers and comments on the surveys to illustrate the awful quality of the food was.
The last group emailed Mr. Goldstein, who works for the city’s Department of Education and
is in charge of the NYC School Lunch program, and invited him to come to EBC and eat the
food alongside them. Mr. Goldstein visited EBC along with other officials from the
department. They met with the school’s principal, the teacher, and the entire class, and ate
the lunch together. They agreed the quality was unacceptable and resolved to take care of
EBC’s issues from the district level. They proposed a system for students to contribute to the
selection for their school’s lunches. They left their business cards with the students and
charged them with contacting them the next year if the food had not improved.
During the course of the project, students mentioned seeing a noticeable improvement in
the school lunches. They believed this was due to the fact that they sent a letter to the
cafeteria manager, José, explicitly mentioning their concerns. The letter, along with the
survey result sheets and letter to the editor, must have gotten the attention of the cafeteria
staff, which began improving the quality and variety of the food even before Mr. Goldstein’s
visit.
77
STUDENT HANDBOOK PAGES Lesson 7
TACTICS
STEPS TO ACHIEVING TACTICS Can include, but are not limited to:
Reserving space for an event Calling people to tell them about an event
Drafting a petition Calling volunteers to help at an event
Drafting a letter or email Drafting an editorial
Making Calls Social Media
Sending Emails Calling potential coalition members
ARTICLE #___
What is the group’s goal?
Who is their main decision-maker or influencer?
Who are their other targets?
First Tactic Follow-Up Tactic
Canvassing with
a Petition
Testifying at a
Hearing
Participating in an
Outside Event
Hosting or
Attending a Rally
Holding a Press
Conference
Holding a
Meeting
Meeting with a
Coalition
Hosting an
Assembly/
Workshop/Panel
Using a Letter-
Writing or Email
Campaign
Writing a Letter Making phone
calls
Organizing Phone-
Banking Writing an Editorial
Raising
Awareness Delivering Petition
78
STUDENT HANDBOOK PAGES Lesson 7
Overall Class Action Plan Graphic Organizer
Student Handbook page 23
79
STUDENT HANDBOOK PAGES Lesson 7
Sample Overall Class Action Plan Graphic Organizer
Student Handbook page 24
86
STUDENT HANDBOOK PAGES Lesson 8
Sample Small Group Outcome, Target, & Tactics Graphic
Organizer
Student Handbook page 26