Three people sit around a desk, talking together.
Constituents speak with their representative during a district meeting. Photo: MoveOn.

Lobbying: A Tactic for Social Change

Introduction

This handout covers the skills, knowledge and qualities of effective lobbyists, as well as the essential steps to preparing for lobbying.

Lobbying is just one part of an overall strategy or campaign to achieve your goals. It is a process rather than an event, though there may by specific lobbying incidents along the way.

It is pertinent to ask, “What is the overall purpose of your decision to lobby?”

  • Is it to achieve social change? In this case the lobbying is part of a proactive vision of something better.
  • Is it to prevent something undesirable from happening? In this case the lobbying is reactive to a predicted situation.
  • Is it to change something undesirable, which is already in existence? In this case the lobbying may be both reactive and proactive.

What are your perceptions of lobbying (positive and negative)?

Definitions

Lobbying is one method of raising public awareness of an issue and enlists support for a particular cause.

The objective of lobbying is to persuade decision makers to take or not to take particular actions. (Kenny. 1999, p.217).

Lobbying can be direct to the decision makers themselves or indirect to those who can influence the decision makers.

A lobbyist will need certain knowledge, skills and personal qualities in order to be effective. These will develop over time and practice, even if you think you do not have these at the beginning of the process.

A Lobbyist will need…

1. Knowledge

  • Knowing the subject matter well and having the facts.
  • Knowing your organisation well.
  • Knowing the political context well. This applies to the politics of a company or organization as much as a government. What is important to these people; who holds the power; what is their philosophy?
  • Knowing the political process- how are decisions made and what is possible.

2. Skills

  • Good interpersonal skills.
  • Good communication, both written and verbal.
  • Good conflict resolution skills.
  • Lateral thinking or problem solving skills.
  • Planning and organisational skills.
  • Good networking skills.

3. Qualities

  • Assertiveness.
  • Self-confidence
  • Patience.
  • Passion for the cause.
  • Dedication and persistence.

The Process of Lobbying

1. Gather like-minded people

Gather like-minded people, who will support the lobbying effort. Continue to network and gain support throughout the lobbying effort.

Decide early on who will be the lobbyists and what roles others in the group can fill to support the lobby effort.

Ensure that everyone in the group is aware of the main arguments about the issue, so they can respond appropriately if asked by friends or acquaintances. Request the supporters to actively support the lobby effort by writing or telephoning the decision makers.

2. Clarify the group’s goals and obtain consensus

Ask: “What is the group seeking to achieve with this lobbying effort?” Give the goal a name, which clearly identifies it and with which the group can identify. Set up effective communication systems in the group to ensure information, which may affect the goals gets to the people who need it. Be aware of side issues attached to your main issue and don’t get sidetracked.

3. Resources

Consider the resources the groups will need such as money, equipment, access to computers, telephones etc. Some of this may be provided in-kind from group members or supporters.

4. Do your homework

  • Who to lobby? It is important to be sure you are lobbying the right person i.e. the one who can help you achieve your goals. Check that it is the correct level of government for your issue and that the correct Minister has been identified. Other politicians at different levels may well support your efforts, but the main effort must go to the decision maker.
  • Identify and research the information needed for the lobbying effort.
  • Ensure that it is accurate.
  • Personalise the impact, if possible, with case studies
  • Consider what information the other side may have.
  • Consider the likely reaction to the lobbying.
  • Consider the hidden factors of power, status, trends and fashionable issues.

5. Establish the group’s credentials

Further that the decision maker will benefit from acceding to the lobbyist demands. Also recognise that there is a desire by the decision maker to appear responsive to the community’s needs.

6. Establish a plan for your lobbying effort

Use the 5 W’s – who, what when, where, why and how.

7. Use a variety of tactics

Do not rely simply on writing letters or submissions. Responses to these are often slow in coming and you may lose the impetus. However if it is a complex issue it is reasonable to allow the person you are lobbying some time to become familiar with the issue.

  • Lobbying will include written materials including letters, emails, faxes, postcards, submissions, briefing papers, media articles, flyers or pamphlets, posters, banners and newsletters etc. Politicians are required to answer written communications and it creates a paper trail of accountability.
  • These will need to be backed by verbal communication including telephone calls, interviews, catching the person at a venue, appointments at community forums.
  • Other tactics include those used in any campaigns, which reinforce the message you are sending. These may be marches, sit-ins, demonstrations, role-plays, exhibitions, displays, stunts etc.

8. Know your enemy

Spend some time finding out as much as you can about the people who will oppose you, which may include the person you are lobbying.

Find out about their view on life, their interests, anything, which might make them more sympathetic to your cause. Be ready to counter their arguments by researching their perspective.

Included in this is the need to know what your proposal will cost compared to their ideas. Costs can be money, influence and status, loss of power. Costs may be direct or indirect and all should be considered.

9. Timing

The timing of lobbying is important. If you are aware of a decision-making time which is relevant make sure you are ready. Times such as sitting of parliament, holidays and particular events may be relevant.

10. Face to Face

Once you have achieved a meeting, be prepared with concise and compelling arguments.

Take care with the language you use, don’t use jargon or words not readily understood by the listener. Clearly present the benefits to your listener of adopting your view and requests.

11. Where

The face-to-face meeting may be in the listener’s office, neutral ground or on site of the issue, or in your office.

12. Who will lobby?

It is essential to chose your lobbyists carefully and work out in advance the roles each person will play. Two or three people are a good number to present the case with one being the primary speaker. The other two can back up your argument, respond to comments the main speaker may have missed, watch the body language of the listeners and take brief notes of the process and content.

The lobby team should practice prior to the appointment so they have confidence in their argument and approach.

13. Briefing Papers

A short one-page summary of your argument should accompany you to the interview. This should cover the issue, the background to the issue, the current situation and concerns, and your requests.

Ensure you put your contact numbers on the paper. You can attach back up material such as statistics, graphs, amps, photographs, case studies and petitions. This can be given up front or at the end of the discussion, if you don’t want your listener distracted by reading the paper.

14. Follow-up

Remember to follow up on your contact to check on progress if any agreement was reached or if not when you may get a chance to present again. Follow up should also include a debriefing by the lobbying team and preferably includes a member of the group who was not there, but can ask pertinent questions.

15. Review and evaluate

This should be undertaken at regular intervals during the lobbying process. It should also happen at the end of a lobbying effort to identify the strengths and weaknesses which can inform your next effort.

16. Celebrate

Any victories however small and support everyone throughout the whole process.

Source

Lois Levy, Gold Coast and Hinterland Environment Council, tCA Workshop Notes 2004

Access Resource

The PDF includes the the companion process guide for a lobbying workshop.

Explore Further