The Estratega Process for Advocacy Strategy in Public Policies responds to the need for better advocacy planning. Fundación Ciudadano Inteligente (FCI) developed Estratega after uncovering this need while collaborating with UNICEF. The process is made up of three components—a methodology (outlined below), a web platform (accessible at estratega.io), and a series of workshops—that work together to improve effectiveness of advocacy work.
The methodology is presented as a linear process, which makes it easy to follow. However, working through this process in the real world is rarely this linear. It’s important that we revisit previous steps and iterate on our plan as we learn new information.
STAGE 0—ORGANIZATIONAL FOCUS
This stage includes completing a broad analysis of the situation, developing or determining organizational priorities, and gathering any relevant background information for participants.
STAGE 1—PROBLEMS AND GOALS
This stage focuses on defining the problem, identifying causes of the problem, and specifying policy solutions that respond to the problem.
This stage begins by identifying objectives that are specific, measurable, attainable, results-oriented, and time-limited (S.M.A.R.T.), which are then prioritized.
STAGE 3—POLITICAL ECONOMY
This stage includes capturing the policy decision-making processes, mapping relevant actors and institutions, and identifying enabling factors and barriers.
STAGE 4—INTERMEDIATE OUTCOMES
This stage builds on the political economy work to formulate intermediate outcomes and articulate the theory of change.
STAGE 5—ASKS AND ACTIONS
This stage looks at the actors in each intermediate outcome in order to formulate asks, specify actions related to these asks, and agree on accountabilities.
STAGE 6—MONITORING AND EVALUATION
This stage includes checking and redefining indicators, monitoring impact and changes in the context, and how agile might be used to learn and adapt the plan.