cheatsheet_lesson4

Cheat Sheet: How to Enact Change

Key Concepts

  • Theory of Change: Framework explaining how specific actions lead to desired outcomes
  • Policy Change: Altering formal rules, laws, or regulations
  • Institutional Change: Transforming practices within organizations
  • Cultural Change: Shifting social norms, values, and behaviors
  • Direct Service: Meeting immediate needs while working toward systemic solutions
  • Power Mapping: Identifying who can make decisions and who influences them

Change Pathways Comparison

Pathway
Timeframe
When Most Effective
Limitations
Examples
Policy Change
Medium to long
When clear rules would solve problem
Implementation may lag
Legislation, regulations, ordinances
Institutional Change
Medium
When practices within systems need reform
Limited to specific organizations
School policies, corporate practices
Cultural Change
Long
When attitudes and behaviors must shift
Difficult to measure progress
Changing norms around recycling, smoking
Direct Service
Immediate
When people need help now
Doesn’t address root causes
Food banks, emergency assistance

Scales of Change

  • Individual: Personal behavior and immediate relationships
  • Organizational: Practices within specific institutions
  • Community: Local norms, resources, and relationships
  • Systemic: Underlying structures affecting multiple communities
  • Most effective approaches: Work at multiple scales simultaneously

Working Within Systems: Key Strategies

  1. Map the decision-making process: Formal procedures and informal influences
  2. Identify access points: Where and when decisions are made
  3. Build a solid factual case: Research, data, and evidence
  4. Develop specific, actionable solutions: Concrete proposals, not just problems
  5. Connect to decision-maker priorities: Frame in terms of their interests
  6. Use inside-outside strategy: Work with allies both within and outside system
  7. Follow up persistently: Track commitments and implementation

Coalition Building Framework

Stage
Key Tasks
Success Indicators
Formation
Identify potential allies, develop shared purpose
Diverse partners committed to collaboration
Coordination
Establish communication systems, clarify roles
Efficient decision-making, clear responsibilities
Action
Implement coordinated strategies, adapt as needed
Synchronized efforts, responsive to feedback
Evaluation
Assess impact, celebrate successes, learn from challenges
Honest reflection, continuous improvement
Evolution
Adjust goals and strategies based on changing context
Sustainable engagement, growing capacity

Effective Message Components

  • Values connection: Link to widely shared principles (fairness, security, opportunity)
  • Problem definition: Clear, compelling explanation of what’s wrong
  • Solution vision: Concrete description of what change would look like
  • Action pathway: How specific actions connect to desired outcomes
  • Personal stories: Authentic experiences that illustrate the issue
  • Specific asks: Clear requests for particular actions

Change Strategy Assessment Questions

  • Does our approach address root causes or just symptoms?
  • Are we working at the most effective scale(s) for this issue?
  • Have we identified the real decision-makers and influencers?
  • Does our coalition include those most affected by the issue?
  • Are our tactics aligned with our values and goals?
  • Have we considered potential unintended consequences?
  • Is our approach sustainable for the time required?

Overcoming Common Obstacles

Obstacle
Strategy
Limited resources
Focus efforts, build partnerships, leverage existing assets
Resistance from power holders
Find internal allies, build external pressure, offer face-saving options
Competing priorities
Connect to existing concerns, show mutual benefits
Bureaucratic complexity
Map systems carefully, find experienced guides
Public apathy
Use compelling stories, make issue relevant to daily life
Burnout
Pace efforts, celebrate small wins, distribute responsibilities

Remember: Creating change isn’t about having special powers or positions—it’s about applying strategic thinking, building collective power, and maintaining determined effort over time. The most effective change-makers aren’t those with the most power initially, but those who most effectively build and apply collective power over time.