“I would look at members with a shared interest in either the general or specific result, but also that bring unique elements to the table: different companies from different industries, entities that are small or large, geographic differences, and anything else that would diversify and broaden the scope of the interests that you're representing as a group. You want to make it as diverse and inclusive as possible while maintaining the focus on the goal,” says Polk.
From there, it’s about how to approach that issue. In America Walks’ case, for example, it’s always been about reducing chronic disease but the coalition participants will help define the problem and the approach.
“In the case of chronic disease, if you think of it as a health care problem, then you want the hospitals, you want the medical folks; if you think about it in from a prevention point of view, and you believe it goes beyond individual behavior but it has to do with the availability of the environment to support healthy choices, then you have to look broader in terms of who gets involved because the people making the decisions about that environment are not necessarily your physicians or your health department,” says Kate Kraft, former executive director and now senior advisor at America Walks.
Depending on the approach, corporations, associations, local businesses, universities and educational institutions, nonprofits, policymakers, and local or federal government agencies can be key allies for a successful coalition.
Tips for a Successful Coalition
Building and working on a coalition might not be rocket science but there are still some best practices and tips that can make the process more successful for you and your organization.
1. Set Objectives
“To create a successful coalition around a policy, you would first need to assess exactly what the policy goals are, and try to be somewhat general as well as specific about that,” says Polk. “I don't think you have to enter in with a defined end game, because the coalition will wind up advocating and negotiating that outcome. But I think that you have to have some framework of commonality to get people to want to consider being part of it.”
2. Establish Ground Rules
“I think it's really important to have some ground rules upfront. Usually, they include respecting all opinions, and decision-making rules — is it going to be one vote, one organization and majority wins?” says Kraft.
3. Find Common Ground
Once you have ground rules, you’ll be able to more easily guide productive conversations. Invariably, you’ll have some contentious discussions but Kraft recommends finding the common ground and going from there.
4. Assign Roles and Responsibilities
To get things done, you definitely want to have some assigned roles and responsibilities. However, a coalition shouldn't be such a rigid structure that it operates more like an association.
It’s important to maintain a collaborative environment and create breakout workgroups where people who have an affinity for a particular part of the issue can self-organize and work together.
“I do think it's sort of remarkable how much personality matters; some people are just better at cultivating partnerships and collaborations than others. So you need to make sure you have a nice combination of cultivators,” says Kraft. “You want a diverse set of opinions and viewpoints.”
5. Leadership Matters
Sometimes there’s an authority that convened the group already — such as a mayor’s office, for example — but that doesn’t mean they will take the lead in the coalition.
“Leadership matters. And that's not necessarily position power, but rather influence,” Kraft says. “Ultimately, there has to be some leadership that will either break the logjam or help negotiate whatever the solution will be.”
Leaders should also work to keep members engaged to avoid the coalition falling apart. One of the pitfalls is having members break up the alliance to cut their own deal so keeping the pulse on the coalition’s sentiment and engagement is a big part of the leadership role.
6. Have Clear, Measurable Goals
It is important that the conversation about metrics and tracking success happens from a coalition’s onset. As you have conversations around understanding the issue, developing your strategy, and taking action, checkpoints to measure progress are vital.
“Having some set of measurements that everyone agrees on is important. But you have to be careful not to be overburdensome with the measurement because that's not the work. That's just knowing how well the work is going,” Kraft says. “It's that balance between, how much work and how much monitoring?”
7. Balance Deliberation & Action
“If you spend too much time deliberating and not acting, then you start to lose people, because they don't feel like you're actually making progress. But if you don't do enough deliberation, you don't get enough ownership and commitment to implementation. So there is a balance,” says Kraft.
This comes back to creating working groups within the coalition and allowing people to self-organize to a degree. Breaking out some of the work and making the exchanges collaborative can help maintain that balance.
Use the Right Tools for Building a Coalition
All organizations are competing aggressively for time, attention, and support. To amplify your message and increase your chances of success, working with coalitions and alliances can help your issue cut through the noise.
But in order to effectively lead or participate in a coalition, you need to stay on top of the relevant legislation, deep dive into the news and analysis, and know who your key stakeholders are. FiscalNote’s 360-degree approach to issues management gives you all the tools you need to successfully plan and execute your government affairs strategy.