THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL SCHOOL OF SOCIAL WORK COURSE NUMBER: COURSE TITLE: SEMESTER AND YEAR: CREDITS: INSTRUCTOR: SOWO 834 ADVANCED POLICY PRACTICE SPRING SEMESTER, 2013, TUESDAYS 9-10:30 1.5 Marie Weil School of Social Work UNC-CH Suite 422, Tate Turner Kuralt Building Phone: 962-6455 Email: moweil@email.unc.edu OFFICE HOURS: MONDAYS: 1-2:00 PM & 5- 5:45 PM TUESDAYS: 12 NOON – 1:45 PM; OTHER TIMES BY APPOINTMENT COURSE DESCRIPTION: Advanced Policy Practice focuses on skills development in advanced policy analysis and change at administrative and legislative levels and on multiple levels of advocacy and lobbying strategies. Course Objectives: At the conclusion of this class students will be able to: 1. Demonstrate the analytic, theoretical and value assessment skills that enable social workers to evaluate selected state and national policies and apply change strategies. 2. Apply social work ethics and the concepts of human rights and social justice to policy analysis, development and change strategies. 3. Discuss and critique the role of political/social/economic theories, ideologies, and values that shape policy alternatives and outcomes, especially as they relate to marginalized populations. 4. Demonstrate policy practice strategies applying analytic, political, values clarification, advocacy, and communication/organizing skills. 5. Critically analyze selected social policies from local and national perspectives applying the course’s framework for analysis. 6. Demonstrate skill in lobbying (or in development of a lobbying plan), and in analysis and critique of administrative policies. 7. Engage in peer-learning, class exercises, debate and discussion of a range of policies and policy practice issues and strategies. Identify policy principles, provisions, and outcomes in self-selected area. 8. Demonstrate specialized knowledge and expertise in policy analysis, research and implementation in a policy environment of the student’s own choosing. Weil, 2013 Advanced Policy Practice 1 EXPANDED DESCRIPTION: This course is based on the ethical responsibility of social workers to engage in policy and advocacy practice. Students’ selected areas of social policy will be emphasized. Current policy issues will be examined as well as contemporary perspectives on human rights and social justice. Students will examine relevant public education, coalition, and advocacy strategies. Students will participate in NCNASW Lobby Day. PERQUISITES: MSW Students: SOWO 501. Graduate Students in other Departments: Experience in policy analysis and at least one graduate course in public social policy, and permission of the Instructor. TEXTS: Jansson, B.S. (2008). Becoming an effective policy advocate: From policy practice to social justice, Fifth Edition. Pacific Grove CA: Brooks/Cole. Hoeffer, R. (2011) Advocacy practice for social justice, second edition. Boston: Lyceum Books. Avner, M. (2002). The lobbying and advocacy handbook for nonprofit organizations: Shaping public policy at the state and local level. St. Paul, MN: The Fieldstone Alliance. ADDITIONAL RESOURCES: Schneider, R. L. & Lester, L. (2001). Social work advocacy: A new framework for action. Belmont CA: Brooks/Cole-Thompson Learning. DiNitto, D.M. (2011). Social welfare: Politics and public policy. 7th Edition. Needham Heights, MA: Allyn and Bacon-Pearson. Chapter 11. The Challenges of a Diverse Society: Gender & Sexual Orientation, 415-454 & Chapter 12. The Challenges of a Diverse Society: Race. Ethnicity and Immigration, pp. 455-502. Manheim, J.B. (2011). Strategy in information and influence campaigns: How policy advocates, social movements, insurgent groups, corporations, governments, and others get what they want. New York & London: Routledge. Midgley, J.M. & Livermore, M. (2009). The handbook of social policy, 2nd edition. Thousand Oaks, CA: Sage Jimenez, J. (2010). Social policy and social change: Toward the creation of social and economic justice. Thousand Oaks, CA: Sage. Journal of Social Policy – or other policy journals. Additional Resources: Haynes, K.S. & Mickelson, J.S. (2006). Affecting change: Social workers in the political arena, Sixth Edition. Boston: Pearson/Allyn Bacon. Midgley, J., Tracy, M. and Livermore, M. (2009). The handbook of social policy, second edition. Thousand Oaks, CA: Sage. Prigoff, A. (2000). Economics for social workers. Belmont, CA: Wadsworth/Thompson. Reichert, F. (2003). Social work and human rights. New York: Columbia University Press. Wood, G., (2009). Situating informal welfare within imperfect wellbeing regimes. Paper prepared for: Weil, 2013 Advanced Policy Practice 2 Conference on Politics of Non-State Welfare, International Conference sponsored by the Harvard Academy for International and Area Studies, The Weatherhead Center, Harvard University, Cambridge, MA (May 8-9). TEACHING METHODS: This course is constructed as a seminar with major emphasis on policy analysis and policy practice skills development. Brief lectures introduce policy and policy practice issues, tensions and contexts. Students are expected to use critical thinking and policy analysis skills in discussions, exercises, papers and presentations. Guest presenters will be asked to speak with the class about specific policy areas. The course engages students in discussion of issues related to specific social policies at multiple levels, social justice and human rights issues, and advocacy and lobbying. Experiential learning methods are used to assist in developing understanding and experience with major policy practice roles. CLASS ASSIGNMENTS AND EVALUATION: Assignments focus on skills development. The first assignment is writing an administrative or program level policy memo. Brief homework and in-class work will be employed to assist in skills acquisition. The second assignment focuses on lobbying and advocacy. Students will participate in NCNASW Lobby Education Day – visiting and lobbying multiple legislators regarding proposed legislation of importance to social work and prepare a brief reflection paper for class discussion of the experience. (If a student is not able to participate in lobby day, an alternative assignment to design a lobbying plan for an agency will be substituted.) The final assignment is the development of a brief policy analysis focused on a self-selected policy issue. All papers should be prepared in accordance with APA format. The percentage of final grade for each assignment is indicated in the following list: Assignment List and Percentage of Grade: 1. Administrative or Program Policy Memo. 25% 2. Participation in Lobby Day and preparation of a brief reflection paper. 25% 3. Final Project: (a) Class Presentation of Final Project Policy Analysis, and (b) Final Paper: Policy Analysis and Strategy Development 15% 25% 4. Class Participation, Homework and in-class Assignments 10% Course Expectations: Attendance: Students are expected to attend all classes, to be prepared for seminar discussion of assigned readings and current topics, and to be engaged in questions and discussion of other students’ topics as well as their own. Missing three classes will result in lowering of grade by ten points. Students may be excused from class if they are participating in a major learning Weil, 2013 Advanced Policy Practice 3 experience related to their field agency’s work or attending a professional conference. Students will lead discussions for some assigned readings. Since this is an advanced level master’s course, it has high expectations for reading, analyzing, critiquing policy and related professional literature, and presenting your own work for discussion and evaluation. Written assignments are expected to show evidence of critical thinking as well as thoughtful consideration of the policy literature, and other relevant resources. Papers are expected to follow APA style. Assignments should be word-processed employing correct English usage, grammar, punctuation and spelling. Grading Policy: The School of Social Work operates on an evaluation system of Honors (H), Pass (P), Low Pass (L), and Fail (F). The numerical values for these grades are as follows: H = 94 –100 P = 80 – 93 L = 70 – 79 F = 69 and below A grade of P is “entirely satisfactory” master’s level work. On a traditional grading scale, a P would range from an A- to a B-. The grade of H (Honors) signifies that the work is clearly excellent in all respects. Policy on Incompletes and Late Assignments: Students are expected to turn in written assignments on the appointed date. If an illness or major professional commitment prevents timely submission, contact the instructor to work out arrangements to get the assignment to the instructor as soon as possible. The University has strict policies that govern giving a grade of Incomplete. This grade is given only in serious extenuating circumstances. Policy on Accommodations for Students with Disabilities: Students who require accommodations in relation to class participation or assignment completion should notify the instructor on the first day of class and provide a brief written statement in relation to needed formats. Policy on use of Electronic Devices: Students are expected to cut off all cell phones and other communication devices during each class. (Please advise the Instructor in advance if you anticipate an urgent call.) Students may find it useful to use Lap tops in class, If you decide to use your laptop or iPad, confine usage to material related to class. If electronic devices are used for extraneous purposes you will be asked to leave class and to discuss the incident with the instructor before the next class. Honor Code Expectations Please refer to the APA Style Guide, the SSW Manual, and the SSW Writing Guide for Weil, 2013 Advanced Policy Practice 4 information on attribution of quotes, plagiarism and appropriate use of assistance in preparing assignments. All written assignments should contain a signed pledge from you stating: “I have not given or received unauthorized aid in preparing this written work; I have not plagiarized the work of anyone else from books articles, web sites or personal communication; and I have not submitted work for this class that was developed for a previous or concurrent course.” Students are expected to use this version of the Honor Code for all assignments for this course. In keeping with the UNC Honor Code, if reason exists to believe that academic dishonesty has occurred, a referral will be made to the Office of the Student Attorney General for investigation and further action will be taken as required. READINGS AND COURSE OUTLINE ADVANCED POLICY PRACTICE SOWO 834 January 15th 1st Class Introductions and Course Overview— Scope of Policy Practice Introductions Interests in Policy Practice Previous Policy Practice experience Course Content Your Interest Areas and Assignment Topic Options Opportunities for Policy Practice in Field Placements or current work No Assigned Readings: January 22nd Rationales and Arenas for Policy Practice 2nd Class Turn in sign-up sheet identifying assignment topics. Required Readings: Jansson, Chapter 1. Joining a Tradition of Social Reform. Schneider & Lester Chapter 1. Advocacy History (Sakai) Preparation & Materials for 2nd Class: Homework: Draft two questions for both the Jansson Chapter & the Schneider & Lester Chapter that you would like to discuss. Discussion: Jansson Chapter—Your Questions Weil, 2013 Advanced Policy Practice 5 Schneider & Lester—Your Questions Administrative Memo Assignment Preparation January 29th 3rd Class Skills and Competencies for Policy Advocacy Class Preparation & Materials: Determine Interest Area for Final Paper and Presentation and ideas for locating relevant material Prepare two questions for discussion from each assigned chapter Required Readings for Discussion: Jansson, Chapter 2. Articulating Four Rationales for Participating in Policy Advocacy. Hoeffer, Chapter 1. The Unified Model of Advocacy Practice Schneider and Lester, Chapter 8. Administrative Advocacy. (Sakai) February 5th Policy Advocacy and Discussion of Administrative Memo Drafts 4th Class Required Reading: Jansson, Chapter 3. Obtaining Skills and Competencies for Policy Advocacy. Hoeffer, Chapter 2. Social Justice and Advocacy Practice Discussion: Bring three copies of your draft for your Administrative Memo for discussion in small groups. Prepare discussion questions for chapters. For Feb. 12th: Bring 4 copies of your completed Administrative Memo to class for small group discussion. Consider the chapters from The Handbook of Social Policy listed under February 12th and decide which two policy areas are of greatest interest to you. We will discuss and analyze issues presented in selected chapters. This is a period of deep political division on numerous social policy areas—and it will be valuable to gain perspective on these topics. February 12th Review of Administrative Policies and Readings on Policy Issues and Areas 5th Class Presentation and Discussion of completed Administrative Memos and responses from group members. Weil, 2013 Advanced Policy Practice 6 Class Exercise: Meet in small groups for the first 15 minutes of class to discuss each memo. On provided easel paper note the focus of each policy and any shared recommendations. Note any questions that arise from your group regarding internal policy administration and advocacy. Required Readings: Jansson, Chapter 4. Understanding the Ecology of Policy in Governmental, Electoral, Community, and Agency Settings. Hoeffer, Chapter 3. Getting Involved February 19th 6th Class Expanding Policy Advocacy Across Borders and Issues of Equity and Equality in Relation to Race, Gender, and Multicultural Societies Required Readings: Jansson Chapter 5. Expanding Policy Advocacy Across National Borders (Half the class read Chapter 11 other ½ read chapter 12 of DiNitto (on Sakai) DiNitto, Chapter 11. The Challenges of a Diverse Society: Gender and Sexual Orientation DiNitto, Chapter12. The Challenges of a Diverse Society: Race, Ethnicity, and Immigration Discussion: Policy Advocacy in Multiple Social Policy Areas Lobbying and Other Modes of Advocacy—Your Questions and Ideas Select the two Chapters from The Handbook of Social Policy 2nd edition That are of greatest interest to you (or propose another reading on a topic of great interest to you) Identify the central policy issues and concerns related to your two topics and be Prepared to share these issues and ideas with class members. Child & Family Income Support Social Security Social Policy—Elderly Social Policy—Health Care Housing Policy Social Policy—Mental Health Social Policy—Disabilities Social Policy & Corrections Employment Policy Education and Social Policy Urban Development Policy February 26th 7th Class Committing to an Issue: Building Agendas & Influence Required Reading: Jansson, Chapter 6. Committing to an Issue: Building Agendas Hoeffer, Chapter 4. Understanding the Issue Avner, M. (2002). Why Lobby, Introduction to The Lobbying and Advocacy Weil, 2013 Advanced Policy Practice 7 Handbook for Nonprofit Organizations: Shaping Public Policy at the State and Local Level. St Paul: Wilder Foundation. Discussion: Building Agendas in Selected Policy Areas March 5th 8th Class Analyzing Problems in the 1st Step of Policy Analysis Required Readings: Jansson, Chapter 7. Analyzing Problems in the First Step of Policy Analysis Hoeffer, Chapter 5. Planning in Advocacy Practice. Schneider & Lester, Chapter 6 Cause Advocacy Schneider & Lester, Chapter 7. Legislative Advocacy Spring Break: No Class March 12th Assigned Readings: Avner: Chapter 2. Develop Your Lobbying Plan. Avner, Chapter 3. Go! Implement Your Lobbying Plan, and Avner, Chapter 4. Nonprofit Lobbying and the Law Bring your questions from these chapters to class March 19th March 19th 9th Class Developing Policy Proposals in 2nd, 3rd, & 4th Steps of Analysis March 20th NCNASW LOBBY DAY at General Assembly in Raleigh Participate in this advocacy effort and be prepared with your Focus Points For Lobbying Visits and your Elevator Speech Discussion: Avner— Introduction and Chapters 2, 3, 4 Required Readings: Jansson, Chapter 8. Developing Policy Proposals in the Second, Third, and Fourth Steps of Policy Analysis. Hoeffer, Chapter 6. Advocating through Education, Negotiation, and Persuasion Weil, 2013 Advanced Policy Practice 8 March 26th 10th Class Presenting Proposals and Using Power Required Readings: Jansson, Chapter 9. Presenting and Defending Policy Proposals. and First ½ of 10. Developing and Using Power Hoeffer, Chapter 7. Presenting Your Information Effectively. April 2nd 11th Class Developing and Using Power and Political Strategy Required Readings: Jansson, 2nd half of Chapter 10. Developing and Using Power, and Chapter 11. Developing Political Strategy. Hoeffer Chapter 8. Evaluating Advocacy. April 9th 12th Class Political Strategy and Action Required Readings: Jansson, Chapter 12. Putting Political Strategy into Action Hoeffer, Chapter 9. Ongoing Monitoring. Mondros (2013). Political, Social, and Legislative Action, Chapter 15 in Weil, Handbook of Community Practice, 2nd edition (Sakai) April 16th 13th Class Ballot-Based Advocacy and Troubleshooting Implemented Policies Exercise: In small groups identify and note strategies from the readings and other sources for voter registration, ballot-based advocacy, opportunities to influence policy positions in the political process and trouble-shooting tactics. Required Readings: Jansson, Chapter 13. Engaging in Ballot-Based Advocacy, and Chapter 14. Troubleshooting and Assessing Implemented Policies Hoeffer, Chapter 10. Integrating Advocacy Practice Weil, 2013 Advanced Policy Practice 9 April 23rd 14th Class Where Do We Go From Here? -- The Future of Social Policy Final Class: Final Presentations Readings: Midgley, J., et al. (2000). “The Future of Social Policy,” in J. Midgley, M.N. Tracy, and M. Livermore (Eds.). The Handbook of Social Policy, second edition (Sakai). Final Papers Due Presentations Course Evaluation Weil, 2013 Advanced Policy Practice 10