Policy influence planning

Why is policy influence planning important?

The policy making process exists within a changing and highly volatile context. It is complex, and different players intervene, each with their own interests and motivations. Given this complexity and that usually one has limited resources for influence, designing a policy influence plan can be a good guide for action, as well as a help to focus and prioritize where and how invest one’s time, knowledge and resources. Planning will vary according to the type of organization and the decision making culture, so the challenge is to create a process that allows the organisation  being more effective when it comes to influence decision makers, making its evidence arrive in time and with the most appropriate format to inform public policies.


Typical content of a policy influence planning training


Module 1. Introduction to planning public policy influence        

  • Why is it important to plan policy influence.
  • The importance of analyzing the context. How is the policy making process. Policy making models.
  • The role of evidence in policy making. How can evidence contribute to improve public policies?
  • Frequent challenges for the use of evidence.
  • What uses can be given to evidence.
  • What is a policy influence plan.
  • Reasons for planning: usefulness and challenges.
  • Basic structure of a policy influence plan.

Module 2. Where are we and where do we want to go.              

  • What are the current capacities of your organisation to address a policy influence plan.
  • Key organizational factors for effective policy influence.
  • Tools: SWOT Matrix.
  • Defining the problem.
  • Tools: Problem Tree.

Module 3. What we desire and who should we work with.

  • Define the influence objectives.
  • What kind of influence do you want to achieve.
  • In what aspects will you focus your efforts for change.
  • Feasibility of the objective. Tool: Force Field Analysis.
  • Define actors and alliances.
  • Tool: Stakeholders Map

Module 4. How to generate the desired impact.

  • Define the proposal and the strategies.
  • What is a proposal. Examples of proposals.
  • Tool: Applying criteria to select and refine the proposal.
  • Feasibility Analysis.
  • How to take the proposal forward. Define strategies and actions.
  • Frequent strategies and actions.
  • Coalitions, networks and alliances.

Module 5. Define the communications strategy and key messages.      

  • Why is it important to communicate.
  • The communications plan. Communication objectives.
  • Tool: Map of influence.
  • Who are the actors in which we should to focus.
  • Communication strategies and tools.
  • Clear, consistent and effective messages.

Module 6. What have we learned? An approximation to M&E&L of policy influence     

  • Types of influence and effects.
  • Where to begin. Levels and objectives of M&E.
  • Data collection tools.
  • Tool: Change Map.


If you are interesting in P&I capacity building activities, please let us know at contact@politicsandideas.org.

Trainings are delivered both in English and Spanish.

Back to our Capacity Building offer.

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