Planning Chart: Tasks, Roles, Timeframes

Alliance three year goals related to policy and advocacy

1. Federal Policy: Expand federal support for the knowledge programs in education in line with our vision for a repositioned R&D infrastructure

  • Appropriations (Three-year  objective)— Increase to $ 1 billion per year federal investments in five priority programs (top priority: CCs, RELs, RD & D. High priority: i3; SIG)
  • Implementation (Three-year  objective)— Ensure the  implementation of important provisions in Education Sciences Reform Act (ESRA) and No Child Left behind Act (NCLB)
  • Legislation (Three-year  objective)— Enable adoption of KA’s recommendations in the reauthorizations of the Elementary and Secondary Education Act (ESEA), and Education Sciences Reform Act (ESRA).

2. Industry Leadership: Build a national support for Alliance’s vision and federal policy agenda

  • Branding and Communications (Three-year  objective)— Generate recognition for the Alliance’s vision, federal policy positions, and policy leadership. (see addendum)
    Strategic Alliances  (Three-year  objective)— Establish collaborative relationships with key organizations to generate support for the Alliance’s vision and policy positions (see addendum)

3: Organizational Capacity: Expand and diversify the capacity of Knowledge Alliance, the Center for Knowledge Use, and member organizations to ensure long term sustainability, rapid response to market developments, and national impact.

  • Member Capacity Building (Three-year  objective)— Expand Alliance capacity by helping build all members’ capacity to contribute to  advocacy, strategic communications, industry leadership

Tasks Timeframe Members’ role Staff/Consultant  role
Outreach to key customers/stakeholders
Develop volunteer champions for one or all of our 2012  positions		 Launch in February Identify and secure commitments of support Identify target states and districts.
Provide sample outreach materials, track progress

Advise on timing and content of communications
Outreach to Congressional delegations

Generate support for one or all of our 2012 positions

Develop champions

 Launch in February Make initial contact as appropriate

Maintain regular communications

Seek commitments for support of our priorities

 Identify key targets.

Identify potential champions and prepare special outreach strategy

Make introductory and/or follow up visits as appropriate

Advise  on timing and content of contacts and visits.

Monitor contacts and responses

Monitor Hill activities and political environment

Direct outreach to
Congressional offices and Department of Education visits during DC Days.

Build relationships and build support for our 2012 positions

March, May, July, October Prepare “leave behind” materials and success stories

Prepare tactical plan for each visit

Schedule and conduct individual visits

Send follow up emails

 Identify targets for appropriations and authorization

Determine priorities (eg approps, authorization) and themes for visits

Help schedule individual visits

Schedule group visits

Convene briefings and discussions with key DC officials

Conduct professional development seminars for Alliance members

Provide outreach materials

Collect and gather information from member organizations of Hill responses

Outreach to Committee staff
Build support for our 2012 positions		 Launch in January Maintain individual support/contact as appropriate Identify key staff and members on appropriations and authorizing committees

Maintain regular contact with staff

Prepare “leave behind” materials
Outreach to education groups
Generate support from other education groups for our 2012 positions.

 Begin in
February		 Help Alliance establish support as appropriate Identify key education groups.

Establish/maintain contact with leadership.

Seek support for  specific   positions, as appropriate.

Develop collaborative activites (eg forums, briefings, white papers)
On-going outreach to Dept of Education

Generate support for our 2012 positions and monitor  key implementation issues 		Begin in February Help establish contact with key officials

Participate in meetings and briefings as appropriate

 Identify implementation issues of greatest importance

Reach out to key staff as appropriation

Prepare materials and briefings on key priorities
Outreach to media

Promote our brand and positions 		Begin in January Identify key contacts.

Participate in interviews, briefings, etc

 Identify and maintain contact with key journalists

Develop and submit articles, op eds, blog comments

Supporting activities

Timing Members’ roles Staff/Consultant  roles
Social media Underway Help distribute through social media Share relevant information through social media platforms

Write and distribute articles
Web site

Begin in January Participate Review, modify and maintain
Reference materials and templates

 Begin development in February Help review and critique Build accessible files for:

  • Constituent letters
  • Congressional office letters
  • Organizational support letters
  • Phone talking points
  • Visit talking points
  • Blog entries
  • Guidelines for visits
  • Member “Leave behind” templates
  • Success stories
Information/Intelligence Sharing with and  among Alliance members Underway Participate in content development and sharing activities Conduct/convene/ distribute key information to enhance advocacy including:

  • PAG calls
  • Special webinars
  • Knowledge-able Source
  • Penn Hill daily & weekly reports
  • Training seminars for members
  • Policy forums
  • Retreat
Capacity Building for Alliance members

 Begin in February Identify needs.

Help design and participate in activities

 Develop and conduct skill building and knowledge sharing including:

  • Webinars
  • DC Days briefings
  • Communicators Institute
  • Big Ideas Retreat
  • Individual consultations
Policy Development Begin in January Help identify critical issues of high interest to members

Participate in research efforts

Participate in policy development discussions

 Develop and manage policy development process for high interest issues including such activities as

  • Policy research
  • Political assessments
  • Positioning
  • Messaging