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Session Title: Practical Methodology for Evaluating Advocacy Efforts
Multipaper Session 656 to be held in Mineral Hall Section E on Friday, Nov 7, 3:25 PM to 4:10 PM
Sponsored by the Advocacy and Policy Change TIG
Chair(s):
Annette Gardner,  University of California San Francisco,  annette.gardner@ucsf.edu
Using Case Studies to Evaluate Policy and Advocacy
Presenter(s):
Annette Gardner,  University of California San Francisco,  annette.gardner@ucsf.edu
Claire Brindis,  University of California San Francisco,  claire.brindis@ucsf.edu
Lori Nascimento,  The California Endowment,  lnascimento@calendow.org
Sara Geierstanger,  University of California San Francisco,  sara.geierstanger@ucsf.edu
Abstract: In 2006 and 2007, the Institute for Health Policy Studies at the University of California, San Francisco, as part of its ongoing evaluation of The California Endowment Clinic Consortia Policy and Advocacy Program, expanded its data collection activities and developed two types of case studies: grantee best practices case studies and policy advocacy case studies. UCSF worked with 17 grantees to develop their own unique “story” of an exemplary practice be it policy advocacy, partnerships or quality improvement. These narratives were analyzed for crosscutting themes and progress in achieving longer-term outcomes. Second, we developed in-depth case studies of three different policies to explain how grantee advocacy contributes to a policy change. The findings indicate Program has afforded grantees an opportunity to experiment and develop novel and sustainable solutions as well as focus on the unique needs of their communities. Key factors included staff expertise, the ability to participate early and often during the policy process, business acumen, the ability to build coalitions and mobilize stakeholders, and the ability to leverage partnerships with member clinics.
Second Tier Advocacy and Policy Change Evaluation
Presenter(s):
John Risley,  Greater Kalamazoo United Way,  jrisley@gkuw.org
Abstract: This paper proposes an evaluation checklist for organizations pursuing advocacy and policy change on a secondary level. The checklist builds on the existing advocacy and policy change evaluation literature and incorporates learning from political science about what works in influencing elected officials. The paper focuses on how organizations can evaluate their own advocacy and policy change efforts. Drawing on experience the experience of the Greater Kalamazoo United Way, the paper presents the perspective of an organization pursuing policy advocacy on a supportive, rather than lead organization level.

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