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1. Preparation

🎯 Stage objective: set up everything needed for the workshops

Creating a powerful campaign together starts with good preparation! There are three things for organizations to tick off before starting to collaborate digitally on a campaign:

1. Have a plan! 📝
2. Set up communications! 🗣
3. Do your homework! 📓


1. Have a plan!

A clear project plan will guide you all
the way through the campaign development.

It should include:

  • Overall objective for the project
  • Required steps to get there
  • Aims and contents for each online workshop

Having a clear objective is your starting point: determine what you want to achieve and why you are working together.

Our tip:

Share this plan early on with all participants!
This helps set expectations and builds a shared understanding of requirements (and timings).

Workshop plan
Here's an example we used!


2. Set up communications!

Collaborating in workshops is a great way to create a campaign together! But it’s just as important to set up effective communications channels in between each workshop.

This is especially important when working with a larger number of organizations in different countries and using multiple languages.

You should decide on:

🔒 Security: Especially for campaigns dealing with sensitive subjects, make sure to consider security aspects when collaborating online. Consider using online meetings that are invite-only; protect your documents with passwords; and make sure participants are comfortable with any information made public. Also think early on how you will deal with hate speech.
  • Who is responsible for organizational decisions, and how do they communicate?
  • How is information spread? e.g about dates, tasks, and developments? You could use regular project lead conference calls; a cascade system where one person in each organization shares information back internally; a news board; or a messaging service such as Slack.
  • How are materials shared? An online platform solution such as Sharepoint or Dropbox works well for working across multiple organizations. This way, documents can be shared in a central location. Especially for campaigns developing visual material, sending large files by email is not a practical solution.
  • Which platform to use for the digital workshops – such as Zoom, Teams, or Jitsi. Platforms with breakout room functions are ideal for larger workshops with smaller group works. Digital whiteboards are also a powerful tool for collaboration. Some platforms like Zoom have integrated functions for this, or you could use a separate tool (e.g. Google Jamboard, Miro).


3. Do your homework!

A small amount of homework from participating organizations can help you kickstart the campaign development – and make sure you develop a focused and relevant campaign.

One way to do this: project posters. Ask organizations to fill in a simple template with information on:

⬆️ Next level: A more advanced option is using research into the topic or issue that you want the campaign to address. Often social organizations already have great information to draw on: interviews, surveys, media reviews, case studies, or data analysis.
  • the work of each organization
  • their cultural and social context (especially for transnational campaigns!)
  • expectations and aims
  • initial ideas for the campaign

Each organization and each participant brings a unique set of experiences and skills: Use this potential to design the workshops and help develop the campaign!

Take me to stage 2!