Advocacy in the ffelp
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Advocacy in the FFELP. Will Shaffner Director Business Development The Higher Education Loan Authority for the State of Missouri (MOHELA) MASFAP Conference November 2007. What is Advocacy. Standard definition of Advocate: “…To plead in favor of…” Advocacy then:

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Advocacy in the FFELP

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Advocacy in the ffelp

Advocacy in the FFELP

Will Shaffner

Director Business Development

The Higher Education Loan Authority for the State of Missouri (MOHELA)

MASFAP Conference

November 2007

Fall 2007 MASFAP Conference

Life begins at 40 !


What is advocacy

What is Advocacy

  • Standard definition of Advocate:

    • “…To plead in favor of…”

  • Advocacy then:

    • “…Is the process of pleading in favor of…”

  • Fall 2007 MASFAP Conference

    Life begins at 40 !


    Advocacy vs lobbying

    Advocacy vs. Lobbying

    • Lobbying

      • Usually involves attempting to influence legislation

      • Lobbyists are defined as individuals paid to communicate with federal public office holders in an attempt to influence government decisions

        • Consultant

        • In-house lobbyists (corporate)

        • In-house lobbyists (organizations)

    Fall 2007 MASFAP Conference

    Life begins at 40 !


    Advocacy vs lobbying1

    Advocacy vs Lobbying

    • Advocacy

      • Covers a much broader range of activities that may or may not include lobbying

      • Is an effort to shape public perception or to affect change that may or may not require legislation

    Fall 2007 MASFAP Conference

    Life begins at 40 !


    Advocacy vs lobbying2

    Advocacy vs Lobbying

    • Lobbying

      • Lobbying always involves advocacy

    • Advocacy

      • Does not necessarily involve lobbying

    Fall 2007 MASFAP Conference

    Life begins at 40 !


    Should i be an advocate

    Should I Be An Advocate

    • You can make a difference

    • People working together can make a difference

    • People can change laws

    • Advocating is a democratic tradition

    • Advocating helps find real solutions

    Fall 2007 MASFAP Conference

    Life begins at 40 !


    Should i be an advocate1

    Should I Be An Advocate

    • Advocating is easy

    • Policymakers need your expertise

    • Advocacy helps people

    • The views of local entities (nonprofits) are important

    • Advocacy advances your cause and builds public trust

    Fall 2007 MASFAP Conference

    Life begins at 40 !


    Advocacy checklist

    Advocacy Checklist

    • Developing an advocacy strategy

      • Identify issue

        • What is your concern

        • What is your problem

        • What is your focus

      • Set Goals

        • What is your objective

        • What is outcomes are acceptable

        • What alternatives are acceptable

    Fall 2007 MASFAP Conference

    Life begins at 40 !


    Advocacy checklist1

    Advocacy Checklist

    • Developing an advocacy strategy

      • Research and get facts

        • Facts make your argument more credible

        • Avoid anecdotes

      • Determine your target audiences

        • With whom are you trying to communicate

          • Elected officials

          • Public servants

          • Media

          • Public

          • Membership

    Fall 2007 MASFAP Conference

    Life begins at 40 !


    Advocacy checklist2

    Advocacy Checklist

    • Developing an advocacy strategy

      • Develop a formal position

        • Statements

        • Key messages

        • Brief or scientific papers

      • Develop tactical action plan

        • Timelines

        • Activities

        • Assignment of responsibilities

    Fall 2007 MASFAP Conference

    Life begins at 40 !


    Advocacy checklist3

    Advocacy Checklist

    • Developing an advocacy strategy

      • Communicate with your target audience

        • Inform target audience of your concerns

        • Establish communications

        • Begin to develop relationship

      • Consult your membership, as necessary

        • Continue to seek input from your membership/boss

        • Involve membership/boss in the process

    Fall 2007 MASFAP Conference

    Life begins at 40 !


    Advocacy checklist4

    Advocacy Checklist

    • Developing an advocacy strategy

      • Keep your membership/boss informed

        • Inform members/boss or progress along the way

      • Build coalitions

        • Look to develop relationships with organizations/departments of common interest

        • Share information or join in more formal coalitions

    Fall 2007 MASFAP Conference

    Life begins at 40 !


    Advocacy checklist5

    Advocacy Checklist

    • Developing an advocacy strategy

      • Review Campaign

        • Make adjustments where necessary

      • Feedback

        • Seek feedback from

          • members/boss/departments

          • Media

          • Public

          • Officials

          • Students

      • They can be good indicators of future success

    Fall 2007 MASFAP Conference

    Life begins at 40 !


    Advocacy in the ffelp1

    Advocacy in the FFELP

    • Who would aid officers plead or advocate on behalf of?

      • Our Office

      • Our Profession

      • Our Institution

      • Our Families We Serve (Students/Parents)

    Fall 2007 MASFAP Conference

    Life begins at 40 !


    Advocacy in the ffelp2

    Advocacy in the FFELP

    • Our Office

      • Supervisor (Enrollment Manager, etc)

        • Monthly reports

          • budget variances

          • statistics on performance

            • calls

            • applications processed

            • dollars disbursed

          • industry issues/trends

            • legislative

            • borrowing levels

    Fall 2007 MASFAP Conference

    Life begins at 40 !


    Advocacy in the ffelp3

    Advocacy in the FFELP

    • Our Office

      • Supervisor (Enrollment Manager, etc)

        • Monthly Reports

          • anything that would be considered a surprise

            • staffing issues

            • processing delays

          • office needs

          • other items

    Fall 2007 MASFAP Conference

    Life begins at 40 !


    Advocacy in the ffelp4

    Advocacy in the FFELP

    • Our Office

      • Faculty/Staff/Students

        • Faculty/staff communication/articles

          • did you know….?

          • newspapers/bulletin boards/lounges

        • Student communication/articles

          • timelines (application filing, system conversion)

          • required consumer information

          • student newspaper/bulletin boards

          • campus mail

          • student union

    Fall 2007 MASFAP Conference

    Life begins at 40 !


    Advocacy in the ffelp5

    Advocacy in the FFELP

    • Our Profession

      • Guilty Until Proven Innocent

      • Behavior is Ethical

      • Communicate to Stakeholders Proactively

    Fall 2007 MASFAP Conference

    Life begins at 40 !


    Advocacy in the ffelp6

    Advocacy in the FFELP

    • Our Institution

      • Understand institutional priorities, i.e.

        • Increasing enrollment

        • Change image

        • Add a new program/degree

      • Determine financial aid office role

        • Communicate via appropriate channels

        • PR/Legal/Legislative Affairs/Supervisor

    Fall 2007 MASFAP Conference

    Life begins at 40 !


    Advocacy in the ffelp7

    Advocacy in the FFELP

    • Our Students/Parents/Families

      • Develop a strong relationship with:

        • Public Relations

        • Legal Affairs

        • Legislative Affairs

      • Get involved with FA Associations

        • Legal/Legislative Concerns Committees

    Fall 2007 MASFAP Conference

    Life begins at 40 !


    Advocacy in the ffelp8

    Advocacy in the FFELP

    • Our Students/Parents/Families

      • Learn the Legislative Process

        • The Higher Education Act 1965 (HEA)

        • Reauthorization of the HEA (REA)

        • Negotiated Rule Making

          • Neg Reg – Negotiated Regulations

          • NPRM – Notice of Proposed Rule Making

        • Budget Reconciliation

        • PayGo

    Fall 2007 MASFAP Conference

    Life begins at 40 !


    Advocacy in the ffelp9

    Advocacy in the FFELP

    • Our Students/Parents/Families

      • Learn who your elected officials are

        • Introduce yourself to the local offices

        • Introduce yourself to their DC staffers

        • Education issues

      • Communicate regularly

        • E-Mail

        • Phone

        • Mail

        • Web/Internet/blog

    Fall 2007 MASFAP Conference

    Life begins at 40 !


    Advocacy in the ffelp10

    Advocacy in the FFELP

    • Our Students/Parents/Families

      • Mobilize constituents as needed

        • Communicate with students/families

        • Encourage letter writing campaigns

        • Create draft letters

    Fall 2007 MASFAP Conference

    Life begins at 40 !


    Advocacy in the ffelp11

    Advocacy in the FFELP

    • Missouri’s History

      • Allan Purdy

        • Considered by many first FAO

        • Passion was obvious & contagious

        • Was an advocate for students

          • Personally

          • Helped facilitate students and jobs

          • Traveled to DC to educate Congress and fight for funding

    Fall 2007 MASFAP Conference

    Life begins at 40 !


    Advocacy in the ffelp12

    Advocacy in the FFELP

    • Thank you for your time

    • Additional Resources

      • Center for Lobbying in the Public Interest

        • http://www.clpi.org/Home_Final.aspx

      • Independent Sector

        • www.IndependentSector.org

    • Questions/Comments

    Fall 2007 MASFAP Conference

    Life begins at 40 !


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