Sunday, March 9, 2008

Marshall Ganz: Community Organizing and the Obama Campaign

The moment I received an email from Peter Dreier about Marshall Ganz leading an organizing training in Camp Obama, I knew that the Obama campaign was going to be different from the other presidential elections. Marshall is a former organizing director for the UFW under Cesar Chavez and currently teaches a class on organizing at the Kennedy School of Harvard University. In the following video, Marshall comments that social movements are based on shared values, not shared interests. In the second video, he recounts a story from the UFW. The following article briefly describes Marshall's organizing class and his role in the Obama campaign. Wolfgang Braumer summarizes Ganz's perspective on organizing and the necessity of developing relationships and organization to enhance strategic capacity. Mayhill Fowler outlines the blueprint for Obama's organizing strategy influenced by Marshall Ganz.








Marshall Ganz: Lighting a Fire

by Karim Bardeesy on February 12, 2008 in Features

Kennedy School students who want to learn from sociologist and activist Marshall Ganz get a flavor of Barack Obama pretty early on. On the first day of his “Public Narrative” class, Ganz shows a video of Obama’s 2004 Democratic Convention speech, pointing out how Obama’s story of his parents’ “improbable love” sets the stage for an inspiring call to action. (He’s not politicizing the classroom - students see Ronald Reagan later in the semester.)

Later, Ganz shows a short video of Susan Christopher, a California mother of three, who was skeptical about politics. She was a new attendee at “Camp Obama,” one of dozens of volunteer organizing and recruiting sessions held across the U.S. last summer. Ganz was there. Christopher tells:

“Men wept when they spoke about the hopes and dreams of their generation, killed alongside Bobby Kennedy. When Ganz and these men shared about this loss, and how Obama was the reclaiming of that hope and the symbol of the rebirth of those dreams…I began to realize that this campaign might actually be something special.”

Christopher is a new recruit, and a committed one at that. It’s all rooted in Ganz’s academic work on motivation, narrative and action, which draws on psychology, literature and case studies of successful activist movements. The more particular the story, the more the listeners are likely to be drawn in, identify with their own experience and want to get involved.

Ganz, a civil rights, labor and farm worker organizer in the 1960s, compares the excitement around the Obama campaign to 1968. “It’s an extraordinary moment of flux and opportunity.”

Although Ganz only met Obama at his April 2007 Boston rally, he says, “I felt like I had met him in 2004 when I saw his convention speech. The campaign had the potential to turn into a movement.”

And that’s just how Ganz is helping get Obama elected. “We’re
training a whole bunch of new leaders,” Ganz says

One of them is Jeremy Bird, a former Divinity School student and course assistant for Ganz’s class on organizing, who became the field director for Obama’s South Carolina campaign.

He and other activists eschewed the usual model of gaining votes by targeting the existing community leadership. They used Ganz’s approach, organizing house parties to allow potential voters to tell their story, and moving from those stories to encouraging people to get involved in the campaign.

Ganz spent almost a week in January in South Carolina, coordinating and motivating volunteers, and getting out the vote from the campaign’s base in a funeral home.

“Bill Clinton came down to our region on voting day,” Ganz says, laughing. “He had no idea what was happening. We won almost 80 percent of the vote in that county.”

Marshall Ganz Seminar - summary

by Wolfgang Brauner of Progressive Strategy Studies Project

Building Strategic Capacity or How David Sometimes Can Win
Marshall Ganz, presenter
Third Progressive Strategy Seminar
Progressive Strategy Studies Project
Commonwealth Institute, Cambridge, MA
March 16, 2006

Noting the constraining context of the US political system and present social and political realities, Marshall Ganz addressed the challenge of how progressive organizations can build strategic capacity. He revealed several major influences on his perspective, including the Holocaust and how it affected his family, the Jewish tradition, the Civil Rights Movement (which he described as the ‘self-conscious re-enactment of the exodus’ from slavery to freedom,) and the Farm Workers Movement.

These formative experiences taught him a number of important lessons concerning the potential of communities to combine their resources in order to transform them into power. “We always have to ask ourselves who is benefiting and who is losing.” In the Civil Rights Movement the underlying and fundamental social problem was that of power, how it was distributed and used to systematically discriminate against African Americans, politically, economically and culturally.

While many communities lack power, few of them are utterly without resources. The challenge the organizer faces is how to work with the community so as to transform its resources into power. To illustrate this approach, Ganz gave the example of the Montgomery Bus Boycott. It started by recognizing that bus fare was not only an individual resource, but could be combined and thereby transformed into a powerful collective resource and tool for action.

He noted that communities can rarely effect social change by themselves; they have to align with other communities, form broader coalitions, and ultimately a global alliance. “You build community at the level you need it in order to get the power you need to solve the problem.” Elites always try to localize conflict so that they can prevail in local domains. Insurgents always face the challenge to redefine the turf to create a more level playing field.

One essential component in bringing resources together to transform them into power is leadership. In the case of the Civil Rights Movement, Dr. Martin Luther King, Jr. was trained in the organizational infrastructure of the Black Church, a veritable ‘school of leadership’. According to Ganz, you organize effectively by identifying and training leaders, building communities around them, and using community resources to build power. He drew the same conclusions from his experience working with Cesar Chavez.

Ganz discussed the specific characteristics of collective political action in the context of the US political system, and its electoral system in particular. Citing de Tocqueville, he remarked that in democracies, knowledge of how to combine is the mother of all forms of political knowledge. In other words, democracy is not only about protecting individual liberties, but about facilitating collective action. You make voices equal through collective action.

Due to its institutional design the US political system is very resistant to change. Change rarely comes directly through elections, but rather through social movements making demands on the electoral system. Social movements have repeatedly emerged as moral and ultimately political forces for change. Ganz referenced the ‘Great Awakening’ in the 18th century as one of the major sources of abolitionism, suffrage, populism, the women’s movement, and even the early labor movement.

After the debacle of the 1964 Goldwater presidential bid, the conservative movement was built largely in the south and southwest and became “the most successful social movement in the past thirty years.” The sequence is the same: First social movements are built and organized, then they start making claims on the electoral system which eventually responds more or less depending on the strength of the movement.

This is what conservatives have done and continue to do: They couch their claims in moral terms, which are deeply rooted in a worldview and which is a powerful motivator, energizing movement members, creating commitment and inspiring a long-term view. This lays the foundation for effective strategy.

“These [successful] movements are organized,” rooted in local communities and constituencies but not limited to them. They find ways to couple local action with the national purpose, integrating local rootedness with national strategy.

The typical form of organization is three-tiered (on the local, state and national level) with vital connections between them. This serves an integrative function, facilitating peer learning, learning the tools of collective action, with national leaders becoming anchored in and responsive to local constituencies. In Ganz’s view the power comes from combining the levels. Unfortunately progressives have become increasingly organizationally illiterate.

In the late 20th C. progressives failed to institutionalize their movement because struggle and divisions over race, gender and between generations shattered many of the progressive organizations. Very few of the younger generation actually joined established organizations, further accentuating generational polarization. One of the major consequences, which the progressive community is suffering from to this day, was that it became illegitimate to talk about values and identity, because they had become divisive rather than unifying issues. Hence one of the major challenges facing progressives today: How to combine a pluralistic framework with a shared moral vision and commitment? One of the greatest strengths of the Right is its relative homogeneity, which was forged to a great extent by its defensive reaction to the progressive movements in the 1960s and 1970s.

An additional factor weakening progressive organizations is the tension between representative and participatory democracy. Representative democracy was the traditional model for organizations, which implies a degree of hierarchy. Hierarchical structures increasingly came in conflict with values surrounding multiple identities and egalitarianism. Of course, not all organizations were shattered, the NEA being a notable exception.

Today, according to Ganz, “advocacy groups tend to substitute issues for values.” But issues should be at the tactical level of organizing. If they instead come to define the aim and purpose of organizations, they can become sources of division rather than unity. Ganz noted that this is a very controversial claim.

While many progressives are engaged in issue organizing, those Ganz refers to as ‘political pragmatics’ are interested in strategy in the superficial sense of “what’s the message” and “who’s electable” rather than “what do we stand for” and “who shares our vision.”

Another problem Ganz identified is the that progressive organizations today are oftentimes nothing more than professional advocacy firms who market their issues using innovative technology, and whose ‘members’ are not active and don’t play a role in governance, but simply donate. Moreover, many of these organizations are c-3 nonprofits and can’t really engage in partisan politics.

But partisan politics is how social movements leverage their influence. The most notable recent example being the Christian Right and how it took over large parts of the Republican Party. Ganz noted that labor unions are an important exception on the left.

In his conclusion, Ganz emphasized what he sees as a “huge vacuum” in the progressive community, morally, organizationally and in terms of leadership. In trying to fill this gap, progressives would do well to recognize that much community organizing today is done by faith-based initiatives -- the work of Jim Wallis seems to point in the right direction.

Offering a synthesis of his presentation, Ganz told the story of David and Goliath. The key lesson of this story is where strategy needs to be situated in order to be effective. It starts by courageously accepting the challenge, is followed by a strong moral commitment, and in the process, and sometimes precisely because of the relative lack of resources organizations can take an imaginative and creative leap. “It’s easy to go around strategizing for other people, and come up with lousy strategies. There’s a whole industry of consultants that do this.” Instead, “we need to learn how to be David.”

The discussion following the presentation mainly revolved around the role of technology, emotions, and creativity for effective organizing. The overarching theme was an understanding of politics as the building and cultivation of long-term relationships rather than as short-term transaction.

Technology can facilitate bringing people together, but cannot substitute for it. The web can be used very effectively to disseminate information, coordinate meetings and activities, and to raise money. The Dean campaign of 2004 was effective in all three of these ways, but did not translate it into sustained organizing -- with the possible exception of Democracy for America (DFA) with a number of local chapters around the country which meet regularly.

According to Ganz, building enduring relationships in communities where they previously did not exist by engaging and investing in people is one of the most effective ways to build capacity and power. “Forging connections is at the core of what makes social movements strong.” One of the oldest and most effective ways of building political relationships between people are house meetings.

It makes a big difference whether we think of people as citizens or as clients. Referring to the economist Albert Hirschman, Ganz pointed out that while economic resources deplete with use, moral resources grow with use. Since progressives are not able to compete with the Right financially, they need to compete in terms of moral resources.

This consideration led to the crucial question of what motivates us. “I think we really underrate emotions,” Ganz said, which is counterproductive since we experience our values through our emotions -- they tell us what is good and what is bad. Since most people are deeply motivated by values, it is very important to create venues in which we can engage in conversations that allow us to uncover and recover our values in order to better understand their sources and be better able to organize people on their basis. In this context, Ganz emphasized that traditionally organizations regularly celebrated their values, which can be a “a transformational experience” as people begin to relate to one another in new and deeper ways. Pointing out that only last year did the Sierra Club have its first national convention which brought its local chapters together, he referred to the environmental movement as, in some sense, a “religious movement.” Especially when faced with the “secular fundamentalism” of some progressives, it is important to remember that religion and spirituality remain very important sources of moral meaning and commitment. Taking religion, spirituality, and morality seriously, and the meaning and commitment they generate, is one of the most important lessons the Left can learn from the Right.

Two of the most salient issues around which progressives could and should build strategic capacity are economic justice and health care. However, economic populism, as recommended by authors like Thomas Frank, and as embraced by politicians such as John Edwards and Barack Obama, is systematically compromised by the dependency of the Democratic Party on corporate donors. Since third parties are bound to fail in the US political system, the only viable alternative is to build a new social movement that is able to transform the Democratic Party.

Finally, due to the great degree of uncertainty surrounding progressive organizing, the most valuable insights can be gained not from game theory but from the social psychology of creativity, since the ability to imagine and to innovate is key in optimizing one’s resourcefulness. As in the story of David and Goliath referred to above, this oftentimes means recognizing resources and seeing opportunities where others would not. Building strategic capacity requires the effective combination of strong values and broad strategic vision with the detailed work of organizing. First one has to build strategic capacity by developing relationships and organizations; and only then one has a basis on which to strategize.

____________________________________________________________________


Marshall Ganz entered Harvard College in the fall of 1960. In 1964, a year before graduating, he left to volunteer as a civil rights organizer in Mississippi. In 1965, he joined Cesar Chavez and the United Farm Workers; over the next 16 years he gained experience in union, community, issue, and political organizing and became Director of Organizing. During the 1980s, he worked with grassroots groups to develop effective organizing programs, designing innovative voter mobilization strategies for local, state, and national electoral campaigns. In 1991, in order to deepen his intellectual understanding of his work, he returned to Harvard College and, after a 28- year leave of absence, completed his undergraduate degree in history and government. He was awarded an MPA by the Kennedy School in 1993 and completed his PhD in sociology in 2000. He teaches, researches, and writes on leadership, organization, and strategy in social movements, civic associations, and politics.
posted by Wolfgang at 12:51 PM

Battle Plan: An Exclusive Look Inside Barack Obama's Push to Win California

by Mayhill Fowler

Posted November 2, 2007 | 08:27 AM (EST)

Sandy City, California -- Barack Obama might indeed be running a full 20 points behind Hillary Clinton in the latest California polls but the Illinois Senator is hardly ready to concede the Golden State. Quite to the contrary.

With a neat one hundred days left to go before the voter and delegate-rich California contest, the Obama campaign is unfolding a full-blown battle plan, devised by a veteran strategist, with the aim of snatching away the West Coast's golden fleece.

The plan is a mini-campaign in every California congressional district, using a modified form of pyramid campaign marketing. With small core groups established in every congressional district, the Obama strategy relies on the multiplier effect of each-one-reach-one with an ultimate goal of knitting together volunteer campaign staff in every one of the thousands of California voting precincts. Starting immediately, the campaign is also embarked on a strategy of converting campaign donors into campaign workers.

If the plan is implemented, this will be "the deepest organizing strategy ever in a California presidential primary," says Brent Messenger, one of the Obama campaign's six California regional field directors.

The man behind the Obama plan, its veritable architect, is the legendary organizer Marshall Ganz, who originally helped build the farmworkers union before moving into grassroots campaigning. His involvement in the Obama campaign is only the latest chapter in Ganz' decades-long career of engineering progressive ground operations.

According to his plan, every California congressional district will have a seven-member team running its own mini-campaign. Each of the seven will find and teach another seven, according to the campaign blueprint. Then each of those groups doubles again. "You will be forming these teams for the next 30 days," Messenger said to a group of northern California organizers. "For the next few weeks you will be doing intense volunteer recruitment."

I caught up this week with Messenger and his right-hand-man for training, Jeff Coleman, just after Messenger had spent days touring the 11 congressional districts in his purview. Driving up to Monterey Bay from Avila Beach, where the field directors and other top campaign staff had pow-wowed hours before, Messenger and Coleman arrived early for the local organizing meeting -- despite the fog and rain that hampered my progress through the Santa Cruz Mountains down from San Francisco. We met in a bar in an old factory neighborhood near the water, a hip bar that the 30th congressional dustrict's 17 campaign troops, all white, almost all middle-aged, would not frequent if it were not for Obama. Messenger and Coleman, sick of Roundtable Pizza meets, seemed ecstatic.

"Let's clash the cymbals together and get us organized," Messenger said, before launching into Obama campaign signature mode -- personal story-telling. From a conservative family (another frequent characteristic of Obama staffers), Messenger worked for moderate Republican state legislator Brook Firestone ("people know who he is as soon as I say he's the father of 'The Bachelor,'" Messenger quiped) until he saw the machinations of the state Republican Committee in Sacramento. "'I gotta get out of here,' I tell myself, so of course I promptly move to San Francisco and join a rock band." For Messenger, like many a supporter, Obama's 2004 Democratic Convention speech was a turning point. "It broke me down," he said. "I realize there is another way, another way than anger. . . . I would work for this guy if he were running for dog catcher."

"So. This is a major tool. Telling your story. You'll be using that," Messenger said. The tone shifted and Messenger was off and running -- first, with some pep talk to the troops. "We have a 4-state strategy in place. All the top candidates will be coming out of them with a mixed bag. But California has over 30% of the delegates. We can pick the next president of the U.S."

Messenger then rolled out the rest of the California battle plan time line: "November 14th. You'll help with Obama's last appearance here probably before the primary. The 17th. State-wide Service Project Day. Team building winds down after November 18th. No more cold-calling for volunteers. Next is voter identification. You will call and ask, 'do you know the primary is on February 5th? Do you know who you are going to vote for?' You rank all your calls on a scale of 1-5. Then mid-December is our time for the permanent absentee vote. There are 6 million in California. Then it's G.O.T.V. full-on in January. We target the 2's in a huge phone bank. We get every single person identified as a supporter out to vote. Now we're down to the precinct level, and our goal is 120 votes at precinct level. We walk the vote. For the precinct captains, that literally means neighbors."

The Obama Battle Plan ultimately depends on the commitment of the state's 27,000 precinct captains. The three-dozen middle-aged people in the hip Sand City bar are going to be some of the 7-member teams who muster these legions and some of them had a visible What have we got ourselves into? look on their faces. What's called "the intense volunteer recruitment" drive between now and Thanksgiving will target the roughly 100,000 Californians who have given money to Obama. They are about to be drafted into field work.

Briskly, Messenger helped the bar group begin its work. He divided them into teams: Santa Cruz, Monterey, Carmel. He charged them with their roles: chief coordinator, data manager, volunteers, communications, phone banking, canvassing and resources. He told the teams that they can't leave that night until they've settled on three positions: chief coordinator, canvass manager and data manager. The data managers are key, Messenger emphasized. Finally, three people who know how to use Excel spreadsheets raised their hands. "We have a geo-coding data guy," Messenger said, "and we keep him locked away in a dungeon in Oakland." Over the next few days the data managers will talk with the map whiz in Oakland; they will be trained via conference call with the data people at Obama HQ in Chicago. Without precise data collecting and entering, the campaign would be marching forward blind.

Messenger told the teams that they can't leave until they set up their next meetings, sometime in the next few days. Messenger told each new communications volunteer that he or she will be getting a list of Obama donors in the team's section of congressional district 17 the next morning. And that very night, each of the seven on each team will spend several hours phone-banking - quite literally. "You'll start with the low-dollar donors," Messenger said. "With supporters, it's not so hard. Usually right away they say, 'it's about time. What took you so long? I was wondering when you were going to call.'"

Messenger assured the volunteers that they will have all the tools they need: the list of donors by precinct, the state voter file, web-based voter tools, Google groups, new software, and a new field manual. There's skills-based training at northern California HQ in Oakland, as well as Messenger himself, who will constantly be on call for the core 77 campaigners under him.

All the troops, from the 7-member teams down to the 27,000 precinct captains, will be volunteers. As Messenger points out, the Obama California campaign can't afford the Iowa ratio of paid operatives to voter. "That would mean 65,000 people on the payroll in California," he says.

These are the plans. They may or may not match reality. The very day after Messenger's meeting with the leadership of CD17, Chris Matthews of MSNBC says before the Drexel University Democratic Debate, "Obama has fallen down to where Jesse Jackson was this time in the race for president in 1988. He is now an also-ran, a minority candidate in a number of ways; he's not really a contender anymore. He has to get in the ring tonight. If he doesn't, he'll stay where he is right now, dropping in the teens. And that's not serious business. It's a waste of the millions and millions of dollars he's been given by people who hoped he would bring an alternative. . . ."

The Obama campaigners, the core group of staff and volunteers, however, weren't watching the debate. It was Tuesday, and that's "data night" at Oakland headquarters. The leaders of CD8 and CD9 sdre there, learning how to put information into the data base -- one of the tools, they are convinced, that will carry them to victory. --end


1 comments:

Anonymous said...

Thanks so much for posting this! We will be using it in our organizing classes at CSUDH!