As I think about the advocates I’ve trained through the years, there’s a certain trend that sticks out to me. In the period leading up to an advocacy event, volunteers often project an air of confidence that evaporates the moment we walk into the actual meeting. When face to face with their target, the sense of self-assuredness fades away and a few things almost always follow.
First, they lose control of the clock. They allow themselves to dwell too long in the comfort zone created by exchanging pleasantries, and before they know it their time is up. Secondly, they will often bury their ask, rushing to squeeze it in at the end and not allowing time to tell their story. And finally, they fail to get personal in their storytelling, defaulting to the pre-approved talking points. This last one leaves them sounding like an automaton and negates the real value of their lived experience with an issue.
Does this sound familiar to you? Even outside of the advocacy realm, I think these same trends have a tendency of popping up in meetings across industries. Are your business meetings dragging on too long? Are too many precious moments wasted before you get to the meat of your discussion? Are people just reading their PowerPoint slides verbatim?
I don’t know a single person who likes when those things happen. So why don’t we change it?

So much of the content we consume to improve ourselves directly translates to the work we do to serve others as advocates. Case in point, the quote above from Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones. Creating a streamlined systems approach to planning and executing conversations with key decision makers can empower you, and your volunteer advocates, to remain focused and deliberate in your advocacy work. Here’s how:
You Eliminate the Guessing Game
Building a systems template for your meetings will allow you to train your advocates to sing from the same sheet of music. When the key points of a meeting are mapped out and duties are assigned, each member of your team can maximize the value of their participation by specializing in an aspect of the meeting. You can identify who will introduce the BLUF (see this previous post for more on presenting your Bottom Line Up Front). Each team member will know who is telling the impactful story. You can gain confidence that one key player will deliver the ask no matter what. These are the basics that deliver meaningful results in any meeting.
When you get really good at that, then you can systematize your follow up work as well. In the Marines we’d call this an After Action Report, or AAR. A good AAR for professional meetings – advocacy or otherwise – will identify the who, what, when and, most importantly, the why of any follow up actions that need to be taken. All of this eliminates the confusion that so often plagues advocacy organizations before, during, and (critically) after your advocacy day.
You Create Room for Personal Stories and Improvisation
A quality systems approach to advocacy meetings frees your team from the burden of talking points. You know, those pesky bullet point riddled one-pagers that try to distill complex issues into snappy sound bytes. Guess what, talking points aren’t nearly as effective as a good personal story that’s relatable to your target.
A sound approach to meeting planning assigns key responsibilities, affording your team that opportunity to specialize. In advocacy, that means you don’t have to expect every team member to become an expert on delivering statistics and talking points. Instead, they can zero in on key functions. By identifying each team member’s role in advance, you can build meaningful opportunities for practice sessions into your preparation.
I’m confident that those substantive rehearsals will take you a lot further than a perfectly crafted talking points memo. They will allow your team to develop a message built on their own skills – and you need to embrace that improvisation. [If you need help in crafting that kind of resource, be sure to connect with me by sending an email to luke@partofthepossible.com and subscribing to my email list below.]
You’ll Have More Actionable Feedback
This is the intangible of advocacy work. It’s rare that you’ll get a verbal commitment on an issue in any given meeting – unless the target has a clearly defined public policy on the issue already. Because of that rarity, it’s difficult to always capture just what constitutes a “win” for a given meeting.
But a systems approach can empower your team to identify your best listeners. Those folks can facilitate the crucial clarifying moments of a meeting. They can help you close by making sure your team re-states your ask. They can reiterate any offers you’ve made to assist the target with a problem. And most importantly they can identify a process and timeline for following up on the discussion.
Advocacy is nothing without follow through. Unfortunately the “fly by the seat of your pants” approach does nothing to facilitate that follow through. A basic plan for meetings can make all the difference – and if you need help getting there, sign up below and get in touch.
