What are your favourite tools/processes for campaign review (mid campaign, not post) meetings etc?

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Blueprints contributor Stuart Melvin (@UnionStu) recently launched this thread on Twitter, where it generated some great wisdom from contributors. We’re keeping it here so more folks can learn from this exchange!

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Asked on May 14, 2021
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+1 on the after action review mentioned by Randall further below. 

If you want to focus more on promoting team / organisational learning, then I find the action-learning cycle to be a really simple but powerful framework. The Barefoot Guide has a great set of guiding questions that you can use to operationalise this in review / planning sessions: https://www.barefootguide.org/uploads/1/1/1/6/111664/barefoot_guide_to_organisations.pdf (p109-110)

If you're doing remote / virtual campaign reviews, then I highly recommend Easy Retro: https://easyretro.io/. It has a great free plan, enables real time collaboration and was developed specifically for these kinds of reviews so has a bunch of templates you can use (https://easyretro.io/retrospective-ideas/). I particularly like 4Ls and the Starfish ones, but they also have some more fun ones like a Harry Potter themed retrospective if you want to spice things up ;) 

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Answered on June 5, 2021
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Tom Baker chimed in with this resource: Some useful tools in here -

https://resources.peopleinneed.cz/documents/22-unicef-advocacy-toolkit-companion.pdf

The critical incident debrief approach could be useful.

 

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Answered on May 14, 2021
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Randall Smith then joined the thread and added the following hot framework:

I'm a huge fan of the After Action and Before Action Review format. The After Action Review is four questions.

1. What is our intended result?
2. What were our actual results?
3. What caused our results?
4. What lessons should we take forward for next time?

As a facilitator, encourage people to be as specific as possible and to focus on their own responsibilities and actions, rather than shifting the blame to people not present. If either is happening it can be a sign of low psychological safety (and something to address).

The AAR process can be done in 15 minutes, 1 hour or over several hours. I often use the 1-2-4-all format. People reflect on their own on the 4 questions, discuss in pairs and build on each other's ideas, discuss in pairs and continue to build and then a full group discussion.
If it's a big project, I've had sub-teams/groups conduct their own AAR process (using 1-2-4-all) with people on their team and then do a team of team AAR with people in mixed groups (also using 1-2-4-all).

Sunrise Movement used this process with 8 teams of 50 volunteers who ran their phone bank program. It gave team members a structured process for evaluation & deliberations that led to new learning within both sub-teams and across the team of teams.

More info about the structure Sunrise used for teams: https://powerlabs.io/sunrise-movement-volunteer-teams

A detailed BAR and AAR agenda (pages 5-9)

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Answered on May 14, 2021