Part 1: Getting Started

Creating Your Plan:  Situational Analysis

The Situational Analysis section is where you note any information that affects how you will go about raising public awareness of literacy. The net result of your Situational Analysis will be a list of Key Issues, which will become the sole focus of your awareness-raising activities.

Examples

i.  Review of Operating Conditions

Any information relevant to operations, including:

  • demographic numbers or trends
  • market research (published by the media or proprietary)
  • government policy or regulations
  • standards or best practices among similar organizations

ii.  SWOT Analysis Objective identification of internal conditions (Strengths, Weaknesses) and external conditions (Opportunities, Threats) that have a bearing on public awareness of literacy and your organization’s ability to increase it.

Strengths:

  • support and resources from umbrella literacy organizations (OLC, CLO, etc.)
  • positive orientation toward communicating the benefits of improved literacy (rather than stressing negatives)
  • culture of teamwork
  • sole focus on literacy
  • talented committed, hard-working staff
  • strong partnerships and network within literacy community
  • good track record of quality programs and resources
  • reputation for integrity

Weaknesses:

  • chronic shortage of funds
  • lack of staff for critical tasks
  • interference from Board during tactical execution
  • lack of tactical continuity (due to unstable funding)
  • divided loyalties (internal mission versus funder priorities)
  • loss of knowledge/experience with transfer of staff
  • differing needs across broad sphere (geographic or sectoral)

Opportunities:

  • the need to improve literacy increasingly being recognized by public, employers, and government
  • to position organization as “literacy expert” within community or sector
  • to increase membership
  • to approach new stakeholders in community or sector
  • to conduct joint awareness-raising activities with other literacy organizations
  • to make use of successful initiatives developed elsewhere

Threats:

  • competition for funding (often single source of funds)
  • parallel campaigns from other literacy agencies (may compete for funding and/or learners)
  • wide geographic or sector scope results in diverse needs and priorities (further stretching tight resources)

iii.  Lessons Learned

The key learning (positive or negative) from conducting awareness-raising activities in the past. These are the hard-earned things you wish you knew when you started and don't want to forget. Another way of considering Lessons Learned is: What would you like your successor to know?

  • publicizing “literacy” doesn't work as well as publicizing “learning” -- “essential skills” also received more favourably
  • messages tailored to a specific distribution channel are more likely to be delivered by that channel (and that channel might possibly share the cost)
  • a literacy champion within an intermediary (e.g. City Councillor) can not only help, but may be essential
  • important to stay involved in the community and networking to avoid loss of opportunities
  • better to do fewer initiatives and do them well than to attempt too many
  • strong relationships with key personnel within intermediaries very important
  • there is a negative stigma to the term “literacy” among learners
  • learners can misunderstand a message that isn't absolutely clear
  • rural people tend to feel they are already familiar with local resources

iv.  Key Issues

The select list of most critical issues to be addressed by this particular plan.

  • there is a need to communicate the definition of literacy and its impact on society
  • there is an opportunity to enhance our organization’s public profile
  • there is a need to cultivate and maintain strong relationships with key individuals at important local stakeholders
  • there is a need to secure future funding to ensure continuity of programs

Situational Analysis Template