Campaign Planning: How to Get Started

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What is a campaign? and how do you start one? Here are ideas, steps and handouts from Campaign Bootcamp to help you get started with your campaign planning.

Introduction

What is a campaign? and how do you start one? Here are ideas, steps and handouts from Campaign Bootcamp UK to help you get started with your campaign planning.

What is a Campaign, and How to Start One

The most common question I hear is โ€œam I a campaigner?โ€. There are loads of different words for what a campaigner is, some people say activist, changemaker, protestor, community leader, community organiser or troublemaker.
I think of a campaigner as anyone who sees something that they want to change in the world and goes about trying to do that.
Most people campaign in their free time, some are lucky enough to have it as part of their job, but thatโ€™s very rare. To be a campaigner you donโ€™t need to have lots of cash, make lots of speeches, be a whizz with computers, or be the most confident person around โ€” all you really need is to want to change something. So if youโ€™re reading this you probably are already a campaigner. Youโ€™re in good company! All over the world, every single day, people are campaigning for things they believe in. Throughout history some of the biggest changes weโ€™ve seen have been brought about by a small group of passionate people working together to bring about change.

What is a Campaign?

The second question I normally get is โ€œok, so what is a campaignโ€. This is a super important question โ€“ lots of people waste a lot of time doing activities that arenโ€™t actually a campaign. So what is a campaign? Put simply a campaign is when a group of people work together in an organised and active way towards a goal. Our friends at 350.org describe it really well in a bit more detail:
Groups often waste precious energy on an endless series of educational events or actions that donโ€™t seem to add up to anything. In contrast, campaigns channel group power by focusing on a concrete goal.
Campaigns are sustained efforts toward a specific outcome. For instance stopping a coal power plant, or forcing the government to create a climate change impact study. Campaigns are a powerful way of strategically building group capacity and developing experience. At the same time, campaigns win solid victories for social justice.
Campaigns are different than efforts that just focus on the problems of society. Campaigns identify a piece of what we want and work toward achieving it. Having such a goal strengthens educational events, outreach, and protests. Campaigns are different than one-time protests. One-time protests, like a large divestment day, can raise peopleโ€™s awareness. But the power of a campaign is that after an action is over and people ask โ€œhow can we help make change?โ€ we offer specific actions for them to take. Campaigns inspire people to take further action, in addition to helping them understand the depth of the problemโ€”and this all adds up to real change. From โ€œWhat is a Campaignโ€ by 350.org.

Why do we Campaign?

Campaigning is one of the key ways that change happens today โ€“ because they help people tell the powerful that something is going wrong, and get them to fix it.
Campaigning has been a core part of holding the powerful to account, and changing the way our society works, for centuries. Some of the biggest injustices, like the Hillsborough Disaster, have only been confronted because some people came together to form a campaign for justice.

OK – Iโ€™m in. How do I plan an Effective Campaign?

OK great! Now that thatโ€™s all cleared up letโ€™s get into the exciting bit โ€” the rest of the guide will focus on how you can plan a really effective campaign. The most important thing with a campaign is that you start! Many campaigns have won with little, or no plan.
People often call a campaign plan a โ€œcampaign strategyโ€. Plans donโ€™t have to be complicated or long, theyโ€™re really there to help everyone involved with a campaign to work together, in an organised way to make change happen.
However, from seeing hundreds of campaigns happen Iโ€™ve put together some key steps below that should help you plan a successful campaign.

The Three Steps to a Great Campaign

The most important thing with a campaign is that you start!

Many campaigns have won with little, or no plan. However, from seeing hundreds of campaigns happen Iโ€™ve seen three steps thatโ€™ll help you win. Here they are:

Step 1 – Getting Ready to Campaign!

A โ€“ Figure out your campaign goal โ€“ the big change you want to see At the start of any campaign will be a problem โ€“ the thing youโ€™re trying to fix. A goal is the big change you want to see. For example:
  • Our community is safer for children
  • Wider acceptance that sanitary products are essential and affordable
  • Quality of life for homeless people in our town is improved
  • The elimination of fox hunting in the UK.
B โ€“ Research Do some researchย to check youโ€™ve got the facts right & make sure you can win any arguments that might happen as you campaign. The best place to start is Google and your local library. Here are some key questions you may want to look into:
  1. Why is this happening? People in power donโ€™t normally set out to do bad things โ€” so itโ€™s helpful to find out how they explain what theyโ€™re doing.
  2. Who might support you in this work? Itโ€™s always easier to campaign when you have allies. So itโ€™s helpful to look for people who have already campaigned on this issue, or a local politician who has recently said something about this.
  3. What have the press said about this? It can be helpful to find out if a local or national newspaper is regularly writing about the issue youโ€™re thinking of campaigning on. If you find a particular journalist following the story itโ€™s a good idea to reach out to them and tell them about your campaign.
  4. Who might be against you? As youโ€™re looking into the big questions above itโ€™s helpful to note down anyone who might criticise your ideas.
  5. Who is your campaign target? This should be the person who has the power to make change happen. Itโ€™s normally best if itโ€™s a person (rather than an organisation, political party, or company) because itโ€™s easier to figure out what might influence them. Itโ€™s fine if itโ€™s the leader of a council, organisation, political party or company.
It maybe that you need to do some of your own original research to get vital information, for example standing outside the local shop asking passers by a quick questionnaire about the potential impact of closing the local Childrenโ€™s Centre. C โ€“ Set some objectives Objectives are specific things you can do to achieve your goal. Itโ€™s good to aim to set no more than a couple of objectives at a time. One objective at a time is fine! If possible try to make them specific and measurable. If we take the street homeless campaign goal I mentioned earlier (i.e. quality of life for homeless people in our town is improved) an objective could be โ€œIncrease the number of emergency beds for homeless people in our town by 30%โ€™ โ€ Other objectives could include:
  • Stop the closure of the pop up cafe in the Library
  • Every young homeless person in our town to be offered a work experience placement with a mentor.
Deciding your campaign objective/s will force you to be much more specific about what it is youโ€™re trying to achieve. Now youโ€™re clearer you may need to go back and do a little more research for example to be clear about who your campaign target is.

Step 2 – Launching your Campaign

A โ€“ย Figure out how to influence your Campaign Target

Great! Youโ€™ve done some research, set an objective and have some idea who your supporters are, who is talking about the issue, who is against you and who your campaign target should be. Donโ€™t worry if youโ€™re not quite clear yet, this can be complicated business. Now you need to figure out who has the power to influence your campaign target. The best way to do this is to get some post-its (or just some pieces of paper) and list on each one all the people or organisations who might have power to make change happen (including who you think might be your campaign target). Going back to the objective from our homeless campaign, we would list all the people and organisations that we think have the power to increase the number of emergency beds for homeless people in our town Then draw your own version of the โ€œpower mapโ€ย ย you can find it here. Great! Now you need to place the post its on the two axes of the Power Map. So if someone is very powerful and supports your campaign, theyโ€™d go in the top right. If theyโ€™re very powerful and oppose your campaign theyโ€™d go on the top left. Ideally you want 5-20 things on the map. If youโ€™re struggling, think about local, family, political or work ties. Once itโ€™s done talk to the people youโ€™re working with to figure out if you need to rethink your objectives, or campaign target.

B โ€“ Pick your tactics

OK great! Now you get to focus on the fun bit โ€“ picking the things youโ€™ll do to make change happen โ€” the tactics.
One of the biggest mistakes people make when campaigning is to start by picking your tactics, before figuring out the problem, goal and objectives. The problem with this is youโ€™ll often waste lots of your time and energy, by doing a tactic that isnโ€™t linked to fixing the problem you care about.
Tactics can be anything from starting a petition, holding a demonstration, organising a meeting or getting the campaign in your local newspaper. The best way to pick your tactics is by figuring out which tactics help to achieve your objective. Hereโ€™s an example: Objective:ย โ€œA road crossing should be built outside schoolโ€ Possible Tacticsย 
  • Tactic 1 โ€“ Petition Start an online petition and send it around all your local friends asking them to sign the petition to join the campaign. Or start a paper petition (as well as online) and go door to door asking people to join the campaign by signing the petition.
  • Tactic 2 โ€“ Demonstration Hold a demonstration and ask the local newspaper to come along.
  • Tactic 3ย  โ€“ Get the support of local organisations Make a list of local religious groups, unions, clubs and charities and go to meet them, then ask them to join the campaign
  • Tactic 4 โ€“ Meeting with the campaign target Present the petition to the person at the council who has the power to get a road crossing built. This person is your โ€œcampaign targetโ€ or โ€œdecision makerโ€. Before you do this you will need to work out who this person is. You could call the council help line to ask them or find out the name of your local councillor (using http://www.writetothem.com) and email them.
There are a huge number of tactics you could use. Some of the most popular ones are:
  1. Starting a petition
  2. Hosting a local protest
  3. Going on strike
  4. Boycotting a product
  5. Getting lots of local people to go and visit a local politician
Gene Sharp made aย great list of 198 different non-violent tactics you may want toย check out There are so many tactics, you shouldnโ€™t aim to use them all! You should look for tactics that help you achieve your objectives and stay focussed on that. Itโ€™s fine to change tactic โ€“ if youโ€™ve tried them and they donโ€™t work. But whatever you do donโ€™t overstretch yourself by doing loads of tactics all at once. To help use a Tactics Timeline –ย  This tool is useful for mapping your tactics strategically. It is a rough timeline and should be reviewed regularly as a campaign progresses.

C. Spreading the word โ€“ so you have lots of supporters who will help you win!

Campaigns are never won by one person working alone.
To win your campaign youโ€™ll need to bring together a group of people who work with you to plan your campaign, and then attract some campaign supporters.
Supporters are important โ€“ as theyโ€™ll show your campaign target that this is a problem lots of people care about. This not only gives you more power โ€“ but also means that you donโ€™t have all the pressure on yourself. The foundation of many campaigns is a petition. They allow you to explain to the world what youโ€™re doing, and they allow the public to show their support quickly and easily. Ultimately petitions are about building and showing your power โ€” by showing how many people care about your campaign. But always remember that a petition alone is not a campaign. A campaign should build over time using a variety of tactics โ€” with a petition as one of them. Itโ€™s best to start a petition online, as you can get lots of supporters quickly, and if you choose a good petition platform you can message your supporters and tell them all about your campaign as it grows stronger. Once your online petition is up and running itโ€™s a good idea to also collect signatures on paper, at events you might run or other places where lots of people gather

Step 3 – Building Pressure

A. Keep going & escalate your campaign โ€“ so your campaign target feels the pressure

One of the key decisions a campaign target will make is โ€œcan I ignore this campaign?โ€. When most campaigns start theyโ€™ll look at what youโ€™re doing and think โ€œyes, I can ignore this, itโ€™s not a big dealโ€. Your challenge is to change their mind by planning for your campaign to keep going for many months. Then as your campaign grows your campaign target will realise that your campaign isnโ€™t just going to go away. The best way to do this is to plan to gradually escalate your campaign over time, by figuring out a series of tactics which will help you achieve your objectives over a number of months.ย The Escalation Guideย from Fossil Free Europe has great examples of how this might work.

B โ€“ Finally, look after your physical and mental health.

Itโ€™s very hard to campaign on things that matter a lot to you, it can be exhausting and make managing your mental and physical health rough. Campaigns are successful because they are sustained and build pressure over time. So as you plan your campaign itโ€™s important to look after your own and , each others mental health, so you can keep campaigning for as long as it takes. There are lots of resources out there to help you think about this.

Campaign Planning Handouts

Here are handouts to help you get started with your campaign planning.

Campaign Strategy: An Introduction

Campaign strategy - an introduction handout by campaign bootcamp. There is an illustration of a head divided into puzzle pieces

A 3 page handout about the basics of campaign strategy.

Campaign Planner Handout

campaign planner chart This handout allows participants to map out their entire campaign – including the goals, tactics, objectives, and the story that goes alongside it.

Elements of a Campaign

What do we want? Who can give it to us? This handout will help you to identify the different elements of campaign planning.

Campaign Ideas: Prioritisation Matrix

two arrows in a cross shape

This handout will help you to prioritise your campaigning ideas, weighing up impact and how easy it is to do

Easy Read Version

Here is an Easy Read Guide called, How to start a campaign, based on the above resource, Campaign Planning: How to Get Started. Front cover of an Easy Read guide. Title reads How to start a campaign. There is a man wearing a high vis vest pointing his arm to a target with an arrow in it. There is an Easy read icon of a person reading a book. The Commons logo is in top left hand corner. The website commonslibrary.org is on the bottom left on top of a yellow wave.
Easy Read uses clear, everyday language matched with images to make sure everyone understands. โ€“ Council for Intellectual Disability
Easy Read documents are helpful for:
  • people with disability
  • people with English as a second language
  • people with lower literacy levels
  • people who want to learn about a topic quickly

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