The University of North Carolina at Chapel Hill School of Social Work Course Number: SOWO 834 Course Title: Advanced Policy Practice Semester, Year: Spring, 2016 Meeting Times: Tuesdays, 09:00–10:20, TTK #226 Credits: 1.5 hours Instructor: Christopher J. Wretman, MSW wretman@live.unc.edu 919–370–2969 (emergencies only) Tuesdays, 10:30–11:00 Office Hours: 1. C O U R S E O V E R V I E W 1.1 Course Description This course is an Advanced Curriculum-level elective at the University of North Carolina at Chapel Hill School of Social Work. Successful completion of the course is credited towards fulfillment of the requirements necessary for the completion of the Masters of Social Work (MSW) degree. The course is targeted at, but not limited to, masters-level students focusing on the Community, Management and Policy Practice (CMPP) concentration course of study. It is open to all full-time, advanced standing, and distance education students who have completed the necessary course prerequisites (see below). The central assignment of the course provides students with the opportunity to select a policy topic of their choosing to (a) analyze in-depth and (b) affect change upon. As a course in the Advanced Curriculum, SOWO 834 builds on student knowledge gained from Foundation Curriculum courses by providing an opportunity for more detailed study of complex problems, ideas, and strategies. Broadly, this course focuses on the development of advanced skills in the areas of (a) policy analysis and (b) advocacy and lobbying with attention being directed at both administrative and legislative levels. This course focuses on skill development in comparative policy research, analysis, and advocacy within the United States. SOWO 834: Wretman 2016 1 1.2 Course Objectives SOWO 834 contains 8 key objectives related to advanced policy analysis. At the conclusion of this course, students are expected to 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. Identify policy principles, provisions, and outcomes in self-selected area. 3. Apply social work ethics and the concepts of human rights and social justice to policy analysis, development, and change strategies. 4. 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. 5. Demonstrate policy practice strategies applying analytic, political, values clarification, advocacy, and communication/organizing skills. 6. Critically analyze selected social policies from local and national perspectives applying the course’s framework for analysis. 7. Demonstrate skill in lobbying and lobbying development, and in the analysis and critique of administrative policies. 8. Engage in peer-learning, class exercises, debate, and discussion of a range of policies and policy practice issues and strategies. 9. Demonstrate specialized knowledge and expertise in policy analysis, research, and implementation in a policy environment of the student’s own choosing. 1.3 Course Prerequisites For social work students, the prerequisite requirement for SOWO 834 is successful completion of SOWO 530: Foundations of Social Welfare & Social Work. For non-social work students, the prerequisite requirement is (1) experience in policy and/or advocacy and (2) permission of the instructor. 1.4 Course Resources All students will be responsible for securing for themselves full access to all course resources. These resources will be comprised of three main resources: 1. Academic readings made available on Sakai. 2. Internet-based resources made available by the instructor. 3. Supplemental resources developed by the instructor. 1.5 Course Teaching Methods SOWO 834: Wretman 2016 2 This course is constructed as a seminar with presentations and discussions that introduce policy issues, tensions, and contexts. Three methods will comprise the course teaching methods: 1) Brief, instructor-driven lectures centered in key topics of interest; 2) Small group discussions/debates; 3) Whole class discussions/debates. 2. C O U R S E P O L I C I E S 2.1 Policy on APA Style The course and instructor will expect students to conform strictly to APA style for all assignments. Students should refer to the Publication Manual of the American Psychological Association (6th ed.) for detailed information on the usage of APA formatting guidelines. Students should also consider contacting the UNC Writing Center for online and in-person assistance (962–7710; writingcenter.unc.edu). 2.2 Policy on Grading The UNC SSW operates an evaluation system assigning four possible end-of-course grades: Honors (H; 94–100), Pass (P; 80–93), Low Pass (L; 70–79), and Fail (F; ≤69). The grade of “H” signifies that the work is clearly exemplary. A grade of “P” indicates satisfactory work. Grades of “L” and “F” designate work that is unsatisfactory. 2.3 Policy on In-Class Conduct Prior to class, students are expected to have completed two tasks necessary for the success of the class: (a) completion of assigned readings and work; and (b), preparation for themselves to engage in in-class discussions and activities. Within class, students are expected to engage actively in class discussion during every class meeting for which they are present. During times of contentious discussions, students will be expected to conduct themselves with civility and kindness. Differences of opinion and perspective will be fully tolerated. Students may, at their discretion, employ the use of electronic devices within the classroom provided that (a) such devices are relevant to the work at hand and (b) not disruptive to other students. Alerts and notifications on devices should be silenced during class. Students may also, at any time, excuse themselves from the classroom for personal reasons. 2.4 Policy on Late & Incomplete Assignments An assignment is considered late if it is submitted any later than 5:00 p.m. EST on the day it is due. The grade for late assignments will be reduced 10% per day, including SOWO 834: Wretman 2016 3 weekends. That is, if an assignment is turned in any later than the start of class, the grade will be reduced by 10% if turned in within the next 24 hours, 20% if turned in within 48 hours, etc. There will be no exceptions made to the 10%-per-day late assignment rule, except under extreme circumstances. Decisions on whether to grant a temporary extension will be up to the instructor. A grade of “Incomplete” is given under rare and unique circumstances that warrant it (e.g. family crisis, serious illness). It is the student’s responsibility to request and explain the reasons for an Incomplete. The instructor has no responsibility to give an Incomplete without such a request. 2.5 Policy on Accommodations for Students with Disabilities The UNC SSW and the instructor welcome the participation of students who have disabilities that may affect their performance in the course. Such students must complete two necessary tasks as early as possible in the semester in order to receive disability-based accommodations. First, students must obtain a formal letter from UNC’s Accessibility Resources and Service (962–8300; accessibility@unc.edu). Second, students should discuss their need for specific accommodations with the instructor. 2.6 Policy on Academic Dishonesty Academic dishonesty is (a) contrary to the ethics of the social work profession and (b) is unfair to other students. Original written work is expected and required. Academic dishonesty in any form will not be tolerated. Please refer to the APA Style Guide, the UNC SSW Manual, and the SSW Writing Guide for information on attribution of quotes, plagiarism and appropriate use of assistance in preparing assignments. All submitted work must contain a signed and dated pledge conforming with the UNC Honor Code stating that, "I have neither given nor received unauthorized aid in preparing this written work.” 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 as required. Proven violation of the Honor Code will result in an automatic “F” grade. 3. C O U R S E A S S I G N M E N T S 3.2 Overview of Assignments The course assignments focus on developing policy practice and advocacy skills for practical application in future career contexts. Students will utilize their understanding of social values and constructions, political systems, theoretical frameworks, and SOWO 834: Wretman 2016 4 professional experience to (a) select ONE policy of interest and (b) create a series of advocacy products related to the policy. The policy that each student chooses should be of personal and professional interest to them, and, if possible, relate to their current studies and work efforts. If possible, students are encouraged to work directly with identified agencies, organizations, advocacy coalitions, political campaigns, and other groups. Assignments will be roughly designed to follow a stepwise approach similar to the 10-step advocacy framework outlined by Libby (2011). As such, assignments will build upon each other in a sequential manner. There will be 10 individual components comprising students’ final course grade. The name and weight of each component is as follows: 1. Class Participation 2. Personal Statement 3. Resource List 4. Issue Summary 5. Research Report 6. Fact Sheet 7. Social Media Campaign 8. Advocacy Plan 9. Presentation 10. Comprehensive Portfolio 10% 5% 5% 10% 10% 5% 5% 10% 10% 30% 3.2 Class Participation Students are required to participate in class discussions and activities over the course of the semester. Class participation will be measured by quality not quantity. The instructor will grade students’ participation using a 4-point scale: 0 = “None,” 1 = “limited,” 2 = “adequate, ” 3 = “exemplary.” Students displaying “limited” participation will speak infrequently or not at all, and will not express meaningful or relevant ideas. Students displaying “adequate” participation will speak frequently, but will express ideas that are of only marginal relevance or meaning. Students displaying “exemplary” participation will both speak frequently and, in doing so, display ideas of heightened relevance and meaning. 3.3 Assignment #1: Personal Statement Students will compose a thorough yet concise statement of their personal values, beliefs, and ideals as they relate to the course’s goals (see Appendix A). The assignment must contain the following information: (a) their personal beliefs as they relate to policy advocacy; (b) how their personal and/or professional history informs their personal beliefs; and (c), their core policy issues of interest. The formant for this SOWO 834: Wretman 2016 5 personal statement is open to creativity and interpretation, but must be organized in some discernable fashion. The statement is, ultimately, designed to raise awareness among students regarding the origins and nature of their personal beliefs, and to provide a professional statement for potential use in their career endeavors. Deadline: Expected length: Expected time: January 26, 5:00 p.m. 2–3 double-spaced pages 3–5 hours 3.4 Assignment #2: Resource List Students will craft a thorough list of internet-based resources related to their policy of interest (see Appendix B). Resources may be in the format of printed articles, videos, audio clips, lists, or other forms. There is no set number of resources that students must compile, but the list is expected to be thorough and encompassing of many facets of the issue. Also, the list must be organized into a readable and user-friendly format. Deadline: Expected length: Expected time: February 2, 5:00 p.m. 1–2 single-spaced pages 2–4 hours 3.5 Assignment #3: Issue Summary Students will compose a thorough statement summarizing their policy of interest (see Appendix C). This summary will be comprised of four distinct yet interrelated parts. First, students will explicate the nature of the policy issue as it presently stands. Information in this section could potentially include definitions, distinctions, classification, typologies, and more. Second, students will expand on the context factors that have influenced the development of both the actual policy and opinion/though on the policy. Information in this section could potentially include historical movements, key figures, theoretical forces, political forces, and others. Third, students will discuss in detail the impact the policy has on key populations. Information in this section could potentially include that related policy’s pervasiveness, influence, prevalence, differential impacts, and more. Fourth, students will review future directions related to the policy. Information in this section could include research gaps, lingering issues, upcoming events, the posing of salient questions, and more. Deadline: Expected length: Expected time: SOWO 834: Wretman 2016 February 16, 5:00 p.m. 2–3 double-spaced pages 3–5 hours 6 3.6 Assignment #4: Research Report (Midterm) Students will compose a thorough and detailed report summarizing the empirical research related to their policy (see Appendix D). If at all possible, research should be entirely drawn from that published in peer-reviewed academic journals. Emphasis should be placed on research that is (a) experimental or quasi-experimental in nature, (b) has been published within the last 10 years, and (c), based on a social justice perspective. When necessary, students may elect to incorporate other research that does not fit the above criteria, but should do so sparingly. Research related to the policy must be organized into a cohesive, concise, and well-written statement. Reported research findings should detail (a) how the policy has impacted both aggregate and specific populations, (b) how varying implementations of the policy may have impacted populations differentially, and (c), how the specific policy fits within the broader problem area within which it is located. The research report should conclude with a brief discussion of what, in the students’ opinion, are the key lingering gaps yet to be addressed by research in related to the policy. Students should also make recommendations for future research endeavors related to the policy. Deadline: Expected length: Expected time: March 8, 5:00 p.m. 4–5 double-spaced pages 10–15 hours 3.7 Assignment #5: Fact Sheet Students will craft a brief, reader-friendly fact sheet related to their policy (see Appendix E). Content should largely be drawn from previously completed assignments. Information could include key talking points such as definitions, prevalence data, background contexts, research points, and more. This fact sheet should be design for public consumption by both key stakeholders invested in the policy and the general public. The fact sheet should not be overly research-focused or technical. Students should organize the content in the fact sheet in a reader-friendly manner and may, if they choose, make use of graphs, charts, figures, and other visual aids. Deadline: Expected length: Expected time: March 29, 5:00 p.m. 1–2 single-spaced pages 2–4 hours 3.8 Assignment #6: Social Media Campaign Students will craft a concise plan for launching a social media campaign related to their policy (see Appendix F). The plan will comprise detailed information regarding (a) avenues (e.g., Twitter, Facebook), (b) content (e.g., tweets, links, post topics), and (c), SOWO 834: Wretman 2016 7 methods. Students should outline with specific steps and dates how the campaign will be enacted. Also, students should detail concrete goals for the campaign and an intended audience. Deadline: Expected length: Expected time: April 5, 5:00 p.m. 1–2 single-spaced pages 2–4 hours 3.9 Assignment #7: Advocacy Plan Students will compose a thorough yet concise advocacy plan related to their policy (see Appendix G). Based on their previous assignments, as well as their personal beliefs and professional experience, students will take formulate an evidence-based stance on their policy that is purposefully designed to enact changes. The overarching goal of the advocacy plan will be to outline a specific agenda for enacting these desired changes. The plan should follow, as much as possible, the 10 advocacy steps outlined in the course lectures. Any alterations of the steps must be done so with careful consideration and reasoning. The advocacy plan should include detailed content related to dates, personnel, goals, avenues, and more. Deadline: Expected length: Expected time: April 12, 5:00 p.m. 2–4 double-spaced pages 4–6 hours 3.10 Assignment #8: Class Presentation Students will craft a short presentation to be delivered before the instructors and their classmates regarding their policy (see Appendix H). The presentation should seek to both analyze the policy and affect change regarding the policy. Thus, the presentation will necessarily draw heavily from previous assignments to (a) review the nature, context, and impact of the policy, (b) review relevant research related to the policy, and (c) outline a comprehensive plan for enacting policy change. As the presentation will be short, students must be careful to balance parsimony with detail. Students are expected to deliver the presentation in a formal and professional manner as if the audience were a group of involved stakeholders such as colleagues, funders, or lawmakers. Students must use prepared slides during the presentation and may also, should they choose, elect to use other supplementary materials such as videos, visual images, handouts, etc. Deadline: Expected length: SOWO 834: Wretman 2016 April 19/April 26, 9:00 a.m. 5–15 slides 8 Expected time: 4–5 hours 3.11 Assignment #9: Comprehensive Portfolio (Final) Students’ final assignment will comprise a comprehensive portfolio including all their previously completed assignments (see Appendix I). As students will received pointed instructor feedback on their previous work, they are highly encouraged to revise and strengthen previous assignments for inclusion in the portfolio. In addition to the already completed assignments, students should craft an additional preface that (a) introduces the nature and goals of the portfolio and (b) outlines in brief the contents of the portfolio. The portfolio will also likely require Table of Contents and References sections. Students may also choose to include appendices and/or supplementary material as they see fit. As they intended audience for the portfolio will be potential employers, colleagues, and other stakeholders, the portfolio should be organized and formatted in a manner that is (a) reader-friendly, (b) non-technical, and (c) visually appealing. Deadline: Expected length: Expected time: April 26, 5:00 p.m. Above + Preface Above + 4–6 hours 4. C O U R S E S C H E D U L E #1: January 12 • Topics: #2: January 19 • Topic: • Readings: #3: January 26 • Assignment: • Topic: • Readings: Introductions; Course Overview Social Values & Constructions 1. Schneider & Ingram, 1993 2. Pierce et al. 2014 3. Jost et al. 2009 Personal Statement Political Ideologies & Systems 1. Pew Research Center: Political Ideology Quiz www.people-press.org/quiz/political-typology/ SOWO 834: Wretman 2016 9 2. Pew Research Center: Beyond Red vs. Blue: The Political Typology www.people-press.org/2014/06/26/the-political-typology-beyondred-vs-blue/ 3. Jonathan Haidt: 2013 Boyarsky Lecture www.youtube.com/watch?v=b86dzTFJbkc#t=1078 #4: February 2 • Assignment: • Topic: • Readings: Resource List The State & Social Welfare 1. Mettler & Soss 2004 #5: February 9 • Topic: • Readings: Policy Sectors & Problems 1. Howlett 2014 #6: February 16 • Assignment: Issue Summary • Topic: Policy Analysis Frameworks • Readings: 1. Shanahan et al. 2011 #7: February 23 • Topic: Overview of Advocacy • Readings: 1. Stone 1989 #8: March 1 • Topic: • Readings: Making Laws 1. Moore & Johnston, 2002 #9: March 8 • Assignment: • Topic: • Readings: Research Report (Midterm) The Advocacy Process: Steps #1–3 1. Two readings of the student’s choice relevant to their policy. #10: March 22 • Topic: • Readings: The Advocacy Process: Steps #4–6 1. Two readings of the student’s choice relevant to their policy. #11: March 29 SOWO 834: Wretman 2016 10 • Assignment: • Topic: • Readings: Fact Sheet The Advocacy Process: Steps #7–10 1. Two readings of the student’s choice relevant to their policy. #12: April 5 • Assignment: • Topic: • Readings: Social Media Campaign The Advocacy Process: Example 1. Two readings of the student’s choice relevant to their policy. #13: April 12 • Assignment: • Topic: • Readings: Advocacy Plan Nuts and Bolts Day 1. Two readings of the student’s choice relevant to their policy. #14: April 19 • Assignment: • Topic: Presentation Presentation Day #1 #15: April 26 • Assignment: • Topic: Presentation; Comprehensive Portfolio (Final) Presentation Day #2 5. S U P P L E M E N T A R Y R E S O U R C E S Austin, M. J. (Ed.). (2014). Social justice and social work. Los Angeles, CA: Sage. DiNitto, D. M. (2011). Social welfare: Politics and public policy (7th ed.). Needham Heights, MA: Allyn and Bacon-Pearson. Fisher, R., Ury, W. & Patton, B. (2012). Getting to yes: Negotiating an agreement without giving in. New York, NY: Random House. Gough, I., Wood, G. and colleagues. (2004). Insecurity and welfare regimes in Asia, Africa and Latin America: Social policy in development contexts. Cambridge, MA: Cambridge University Press. Haynes, K. S. & Mickelson, J. S. (2006). Affecting change: Social workers in the political arena (6th ed.). Boston, MA: Allyn & Bacon. Hoeffer, R. (2011). Advocacy practice for social justice (2nd ed.). Boston, MA: Lyceum Books. SOWO 834: Wretman 2016 11 Ife, J. (2008). Human rights and social work: Towards a rights-based approach (Rev. ed.). Cambridge, MA: Cambridge University Press. Iglehart, A. P. & Becerra, R. M. (2011). Social services and the ethnic community (2nd ed.). Long Grove, IL: Waveland Press. Jansson, B. S. (2011). Becoming an effective policy advocate: From policy practice to social justice (6th ed.). Belmont CA: Brooks/Cole—Cengage. Jannson, B. S. (2015). Social welfare policy and advocacy: Advancing social justice through 8 policy sectors. Thousand Oaks, CA: Sage. Jenson, J. M., & Fraser, M. W. (2011). Social policy for children and families: A risk and resilience perspective (2nd ed.). Thousand Oaks, CA: Sage. Jimenez, J. (2010). Social policy and social change: Toward the creation of social and economic justice. Thousand Oaks, CA: Sage. Mapp, S. C. (2008). Human rights and social justice in a global perspective. New York, NY: Oxford University Press. Midgley, J. M. & Livermore, M. (2009). The handbook of social policy (2nd ed.) Thousand Oaks, CA: Sage. O’Connor, M. K. & Netting, F. E. (2011). Analyzing social policy: Multiple perspectives for critically understanding and evaluating policy. Hoboken, N.J.: Wiley. Prigoff, A. (2000). Economics for social workers. Belmont, CA: Wadsworth/Thompson. Reichert, F. (2003). Social work and human rights. New York, NY: Columbia University Press. Schneider, R. L. & Lester, L. (2001). Social work advocacy: A new framework for action. Belmont, CA: Brooks/Cole-Thompson Learning. SOWO 834: Wretman 2016 12