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description: "A strategic planning framework from Jim Shultz of the Democracy Center. Systematic advocacy planning from goals to evaluation."
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3.  [Advocacy Planning ](/resources/advocacy-planning)
4.  Nine Questions Strategy Framework 

Strategic Framework

# The Nine Questions Framework

A systematic approach to advocacy campaign planning adapted from Jim Shultz of the Democracy Center.

Craig A. Bowman, Common Ground Consulting 

Updated February 2026 

The Nine Questions Framework provides a systematic approach to advocacy campaign planning. These questions should be answered in order, as each builds on the previous. Take time to research and discuss each question thoroughly before moving to the next.

1 

## What do we want?

Goals

Define your long-term goal and specific campaign objective. Write a SMART objective: **S**pecific, **M**easurable, **A**ppropriate, **R**ealistic, and **T**ime-bound.

**Example:** "By December 2025, pass legislation requiring all public schools in our state to provide free breakfast to students."

2 

## Who can give it to us?

Targets

Identify the decision-makers with authority to grant what you're asking for:

-   Who has formal authority to make this decision? 
-   Who influences those decision-makers? (secondary targets) 
-   What do we know about their positions, interests, and pressures? 

3 

## What do they need to hear?

Messages

Develop messages tailored to each target audience. Effective messages:

-   Are specific to the audience's concerns and interests 
-   Include a clear ask 
-   Provide reasons that resonate with that audience 
-   Come from credible messengers 

4 

## Who do they need to hear it from?

Messengers

The messenger often matters more than the message. Consider:

-   Who does your target trust and respect? 
-   Who has direct access to decision-makers? 
-   Whose voice carries moral authority on this issue? 
-   Who has direct experience with the problem? 

5 

## How can we get them to hear it?

Tactics

Select tactics that will effectively deliver your message:

-   Media and communications: press conferences, op-eds, social media 
-   Direct engagement: meetings, testimony, petitions 
-   Public mobilization: rallies, marches, public forums 
-   Coalition activities: joint statements, coordinated actions 

6 

## What do we have?

Resources

Assess your available resources:

-   People: staff, volunteers, members, allies 
-   Money: budget, potential fundraising 
-   Relationships: access to targets, media contacts, coalition partners 
-   Expertise: research capacity, communications skills, legal knowledge 
-   Infrastructure: office space, technology, databases 

7 

## What do we need to develop?

Gaps

Compare what you have to what you need. Identify gaps in:

-   Capacity (skills, staffing, systems) 
-   Relationships (allies, access to targets) 
-   Resources (funding, materials) 
-   Information (research, data) 

8 

## How do we begin?

First Steps

Identify the concrete first steps to launch your campaign:

-   What needs to happen in the next 30 days? 
-   Who is responsible for each task? 
-   What resources are needed immediately? 
-   What sequence makes strategic sense? 

9 

## How will we know if it's working?

Evaluation

Plan how you'll measure progress and success:

-   What indicators will tell us we're making progress? 
-   How will we track these indicators? 
-   When will we assess and potentially adjust our strategy? 
-   What does success look like at different stages? 

## Using the Framework

Work through these questions with your team or coalition. Document your answers. Revisit them as circumstances change. The framework is iterative—you may need to revise earlier answers as you develop later ones.

**Attribution:** This framework is adapted from the work of Jim Shultz of the Democracy Center. Common Ground Consulting has refined and adapted it through two decades of use with civil society organizations worldwide.

[Back to Advocacy Planning Guide](/resources/advocacy-planning)

## On This Page

-   Introduction
-   Q1: What do we want?
-   Q2: Who can give it to us?
-   Q3: What do they need to hear?
-   Q4: Who do they need to hear it from?
-   Q5: How can we get them to hear it?
-   Q6: What do we have?
-   Q7: What do we need to develop?
-   Q8: How do we begin?
-   Q9: How will we know if it's working?
-   Using the Framework

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