SMART Advocacy

WHGI Platform

SMART Advocacy

A disciplined path from advocacy to outcomes.

SMART Advocacy logo

What is SMART Advocacy?

SMART Advocacy (Specific, Measurable, Attainable, Relevant, and Time-bound Advocacy) is a practical, evidence-informed approach that helps advocates develop focused strategies to achieve policy and funding change. It provides a structured framework for identifying opportunities, engaging key decision-makers, building partnerships, and taking strategic action to advance advocacy goals.

Developed through the family planning advocacy community and refined through years of global experience, SMART Advocacy helps advocates move from broad priorities to clear, actionable strategies that create measurable results.

How Does SMART Advocacy Work?

SMART Advocacy guides advocates through a three-phase process designed to help identify opportunities, focus efforts, and achieve results.

At the center of SMART Advocacy is a focus on decision-makers, the individuals and institutions with the authority to take action. By understanding their priorities, needs, and motivations, advocates can develop evidence-based strategies that align shared goals and create pathways for change.

What Makes SMART Advocacy Different?

SMART Advocacy combines strategic planning, evidence, and collaboration to help advocates create targeted approaches that lead to action. Unlike approaches focused primarily on raising awareness, SMART Advocacy helps advocates identify who has the power to make decisions and develop tailored strategies to influence those decisions.

While developed through the family planning advocacy community, SMART Advocacy is adaptable across countries, issues, and contexts. Its principles can be applied by organizations and coalitions working to advance health, equity, and development priorities.

What Impact Has SMART Advocacy Achieved?

SMART Advocacy has helped advocates around the world strengthen advocacy efforts, mobilize resources, and advance policy change. Through the Advance Family Planning initiative, SMART Advocacy contributed to more than $100 million in family planning funding commitments and hundreds of policy changes.

Organizations across countries have used SMART Advocacy to build advocacy capacity, strengthen partnerships, and influence decisions that expand access to essential health services.

What Resources are Available for SMART Advocacy?

The SMART Advocacy tools and resources below help advocates apply the approach in practice. Resources include advocacy planning tools, decision-maker analysis frameworks, training materials, and examples from advocates around the world.

These resources guide users through each stage of the advocacy process, from identifying goals and stakeholders to developing strategies, implementing activities, and measuring progress.

Why Choose SMART Advocacy

Practical · Adaptable · Transformational

01

It's practical

Nine clear steps across three phases turn an ambition into an evidence-driven strategy you can act on with confidence.

02

It's adaptable

Refined in family planning, designed for anything. More than 250 organizations in 26+ countries apply it to issues of their own.

03

It's transformational

From first-timer to seasoned campaigner, SMART sharpens the work — and has helped move over $100M and hundreds of policy wins.

The Proof

$100M

mobilized for family planning

250+

organizations using SMART planning

26+

countries and growing

100s

of policy wins

A Phased Approach

Three phases. Nine steps. Each one builds momentum toward change.

1

Phase One

Build consensus

Read the moment with evidence, map the actors and allies, and make the strategic choices that narrow your focus.

2

Phase Two

Focus efforts

Choose a key decision-maker, refine a precise advocacy ask, and design the activities that reach your objective.

3

Phase Three

Achieve change

Execute the strategy, assess and learn from every setback and success, and help others learn from your experience.

From Advocates on the Ground

The SMART approach has given us a totally new perspective in how to transform our advocacy initiatives.

Josephine Arnold
Tanzania Women Lawyers Association

I learnt how to influence key decision-makers and shift their thinking on gender-responsive budgets and disability rights.

Easter Achieng Okech
Kenya

An effective way to approach advocacy planning — it puts everything into perspective in a systematic manner.

Arun Nair
Foundation for Research in Health Systems, India

Frequently Asked Questions
Answer 01
What does SMART stand for?
SMART stands for: Specific, Measurable, Attainable, Relevant, and Time-bound.

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Answer 02
What is SMART Advocacy?
SMART Advocacy is one way of advocating. Rather than seeking reform through tactics like activism or mass media campaigns, SMART Advocacy seeks to reach and work with the specific person who controls the lever of change—the decision-maker. It prepares advocates to anticipate what information and insights will convince the decision-maker that taking a particular action will achieve their goals and yours.

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Answer 03
How was SMART Advocacy developed?
The SMART approach is based on well-established decision-making concepts, and was adapted and refined by the Advance Family Planning (AFP) initiative at the WH Gates Institute. AFP applied it to increase funding and political commitment to quality, voluntary family planning, counting thousands of advocacy wins across Africa, Asia, and Latin America between 2009 and 2021.

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Answer 04
Who is SMART Advocacy for?
The SMART Advocacy method is for everyone. Whether you are a seasoned advocate or a beginner, or do not consider yourself an advocate at all, SMART Advocacy will strengthen your work and produce results.

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Answer 05
Why use SMART Advocacy?
The SMART approach breaks advocacy into nine manageable steps across three phases: build consensus, focus efforts, and achieve change. Together they provide a comprehensive roadmap; used separately, they can refocus a working group or inject life into a stalled initiative. It is focused, grounded in evidence, and incorporates monitoring and learning throughout.

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Answer 06
Who funds SMART Advocacy?
The Gates Foundation, the David and Lucile Packard Foundation, and The William and Flora Hewlett Foundation supported AFP, who developed SMART Advocacy. Other funders enabled AFP to replicate its approach in Latin America.

Still have questions about SMART Advocacy?

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Answer 07
Where can I get the tools?
The User's Guide, User Worksheet, and Facilitation PowerPoint are all available to download in English, French, and Spanish from the resources section of this page. User's Guide User Worksheet Facilitation Guide

Still have questions about SMART Advocacy?

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TOOLS TO HELP YOUR SMART ADVOCACY JOURNEY

These SMART Advocacy resources provide a compendium of best practices and tools to refine a strategic vision, identify and motivate key players, take action, manage and overcome setbacks, and monitor and evaluate success. Whether you are a new or experienced advocate, these resources can help you along the way to achieving your desired result: real, achievable, and sustainable change.

Used separately, the tools can supplement an existing effort or inject new life into an initiative that has lost its vision or momentum. Used together, they provide a comprehensive roadmap to develop, implement, and evaluate a focused advocacy strategy from start to finish.

USER’S GUIDE

USER WORKSHEET

FACILITATION POWERPOINT

The SMART Advocacy User’s Guide supports individuals through a 9-step process to develop an evidence-driven advocacy strategy. Intended for individuals, small groups, and larger coalitions, the guide provides customizable tools to help you plan concrete, specific actions tailored to your advocacy issue and environment.

SMART Advocacy User Worksheet

The user worksheet templates enable you to build your advocacy strategy using the 9 steps. Answer the question prompts and fill in the boxes. Refer to the SMART Advocacy User’s Guide and/or the Facilitation PowerPoint for further guidance. The simple Word worksheets allow for easy adaptation to any setting.

SMART Advocacy FACILITATION POWERPOINT

Want to lead a group through the 9-step SMART Advocacy process? Use this Powerpoint slideset. It includes speaker’s notes and hidden slides with detailed instructions for facilitators to plan, execute, and evaluate their strategy sessions, both in-person and virtual. Make sure to adapt the slides with images relevant to your setting and issue.

Additional Resources

SMART Advocacy Brief

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