Contents THE KIT A guide to the advocacy we choose to do Foreword ....................................................................................................................iii Introduction ...............................................................................................................v How to Use This Kit ...........................................................................................xi Knowledge and Attitudes Booklet Consumer and carer movements.........................................................................1 Undertaking advocacy........................................................................................24 Some forms of consumer and carer participation............................................30 The challenges of advocacy................................................................................51 Maintaining personal effort in advocacy...........................................................64 Engaging networks and organisations..............................................................73 The mental health system...................................................................................82 The higher education system .............................................................................96 The broader community....................................................................................103 Skills, Strategies and Tools 1. Advocacy and the Individual 1.1 Looking after yourself..................................................................................................1 1.2 Remembering who you are.....................................................................................26 1.3 Assertiveness............................................................................................................29 1.4 Problem solving........................................................................................................34 1.5 Personal administration and organisation.............................................................39 1.6 Interpersonal communication..................................................................................42 1.7 How to influence people..........................................................................................55 1.8 The business end of participation...........................................................................58 1.9 Creating a personal advocacy plan........................................................................64 1.10 Family involvement in service delivery to consumers.............................................66 1.11 Reaching agreement with significant people..........................................................71 1.12 Conflict resolution/mediation/complaints...............................................................73 Contents i 2. Getting Organised 2.1 Briefing and debriefing.............................................................................................77 2.2 Identifying and overcoming barriers........................................................................81 2.3 Dealing with conflict of interest................................................................................84 2.4 Finding relevant information....................................................................................86 2.5 Managing change....................................................................................................93 2.6 Gaining support from service providers..................................................................99 2.7 Keeping the momentum going..............................................................................102 2.8 Managing a budget................................................................................................105 2.9 Managing a contact list...........................................................................................110 2.10 Reflection and evaluation........................................................................................112 3. Some Specific Activities 3.1 Presentation/education...........................................................................................127 3.2 Telling stories...........................................................................................................134 3.3 Organising workshops............................................................................................138 3.4 Attending conferences............................................................................................148 3.5 Report writing..........................................................................................................155 3.6 Submission writing..................................................................................................160 3.7 Chairing meetings...................................................................................................163 3.8 Being a committee member...................................................................................166 3.9 Being the ‘layperson’ among ‘experts’..................................................................173 3.10 Note-taking and minute-taking..............................................................................176 4. Advocacy and the Organisation 4.1 Getting yourself and your organisation focused....................................................181 4.2 Starting up a group.................................................................................................185 4.3 Developing your group...........................................................................................189 4.4 Leadership...............................................................................................................194 4.5 Team development................................................................................................200 4.6 Worker selection and recruitment.........................................................................204 4.7 Organisational administration................................................................................212 4.8 Business (organisation) planning...........................................................................217 4.9 Promotion (organisational).....................................................................................220 4.10 Becoming an incorporated body...........................................................................223 5. Getting Strategic 5.1 Strategic thinking in targeting the message.........................................................225 5.2 Creating networks..................................................................................................228 5.3 Gaining support and fundraising..........................................................................232 5.4 Developing a newsletter........................................................................................235 5.5 Working with the media.........................................................................................240 5.6 Lobbying..................................................................................................................246 5.7 Developing a campaign.........................................................................................251 Glossary ..................................................................................................................255 Bibliography .........................................................................................................261 Index ........................................................................................................................269 ii The Kit A resource kit for advocates Foreword In 1992, when all Australian Health Ministers agreed to the National Mental Health Strategy, the reduction of stigma and discrimination and the participation of consumers and carers in decision making were recognised as key underlying principles for mental health service reform. Much has been achieved since 1992, both in increasing community understanding of mental illness and in recognising the knowledge and experience that consumers and carers have of mental health services. The Community Development Project is a major national project funded under the Strategy with the aim of enhancing community sector advocacy and embedding the role of consumers and carers in the mental health system. It was born of the commitment to facilitate consumer and carer input and influence. The Kit, a guide to the advocacy we choose to do, is the product of that commitment and a response to the consumer- and carer- identified need for improved advocacy skills. It is also the result of the efforts of many people, including many consumers and carers, working hard to confront barriers and to support the delivery of quality mental health services. Much work remains to be done, however, in promoting positive attitudes about mental illness and in ensuring that consumers and carers have a genuine voice and place at the mental health service table. The second National Mental Health Plan, a second five year plan outlining ongoing mental health reform, reaffirms the Government's commitment to establishing mechanisms to facilitate consumer and carer input into decision making at all levels. It is hoped that The Kit will be a significant support for consumers and carers wishing to develop skills and strategies for constructive advocacy on their own behalf, on behalf of those they care for, and for people with a mental illness more generally. The right to advocacy by consumers and carers is a key right set out in the Mental Health Statement of Rights and Responsibilities, one of the foundation documents supporting the National Mental Health Strategy. I am very pleased, therefore, to commend The Kit, a guide to advocacy for consumers of mental health services and family carers. It is a significant step in supporting the emerging and potential roles for consumers and carers in advocacy work across the mental health system and reflects the Commonwealth's commitment to consumer empowerment, the reduction of stigma and discrimination and to ensuring the rights of people with a mental illness. Dr Harvey Whiteford Commonwealth Director of Mental Health May 1998 Foreword iii The views expressed in this Kit are those of the authors and do not necessarily represent those of the Commonwealth Department of Health and Family Services. Copyright This work is copyright. It may be reproduced in whole or in part for study, training or advocacy purposes subject to the inclusion of an acknowledgement of the source and subject to no commercial usage or sale. Reproduction for purposes other than those indicated above require the written permission of: Mental Health Branch Commonwealth Department of Health and Family Services GPO Box 9848 Canberra ACT 2601 Australia ISBN 0-642-47108-8 The Kit: A guide to the advocacy we choose to do A resource kit for consumers of mental health services and family carers SPICE Consulting First edition – June 1998 Second edition – August 1999 iv The Kit A resource kit for advocates Introduction This Kit is the product of the ‘Community Development Project’, a major national project which was conducted over 12 months during 1997 and 1998. The project was an initiative of the National Mental Health Strategy (NMHS) and was undertaken by SPICE Consulting on behalf of the Commonwealth Department of Health and Family Services. The NMHS comprises specific strategies in a National Mental Health Plan, designed to assist in implementation of a National Mental Health Policy. The Policy is a statement by the Governments of the Commonwealth, States and Territories of Australia. It sets clear directions for development and reform in mental health services intended to result in significant improvement in treatment, care and quality of life for all Australians living with a mental illness and family carers. An emphasis of the NMHS is on increasing and supporting the advocacy activities of consumers and carers. The thrust of the Community Development Project (CDP) was particularly in keeping with this emphasis on advocacy, including both self advocacy and systems advocacy, where these activities assist consumers and carers to participate in decisions affecting their lives, services and their own treatment. The goal of the CDP was to enhance advocacy activity through increasing knowledge and strengthening skills within the mental health community sector. The strategy for achieving this goal was to identify required knowledge and skills, provide opportunity to acquire skills, and create advocacy resources to support consumers and carers to undertake activities which promote sustainable change – particularly in promoting positive attitudes and addressing negative perceptions about people with mental illness. The CDP set out to create outcomes which extended beyond the life of the project itself (that is, beyond June 1998) by: ● Creating this Resource Kit as a broad basis for current and future action rather than as a narrow formula for addressing the most common ‘problems’. Thus, the Kit contains information about systems, attitudes, experiences, skills and strategies which can be used in many ways by different people who have varied and changing goals and needs. ● Developing an Infrastructure to assist with sustaining the use and continued development of the resources by gaining support and commitment from consumer and carer groups in each State and Territory to promote the use of the resource Kit. ● Commencing a Leadership Strategy which provides some consumers and carers in each State and Territory with the skills and experience to become ‘ambassadors’ for the resources – leading and mentoring their use. These consumers and carers participated in a nationally accredited Workplace Trainer Category 1 course. ● Developing and initiating a planned Dissemination/Information Strategy in each State and Territory to encourage initial awareness of the resources to kick-start consumer and carer use of the resources; and to extend the use of the resources in ways that are appropriate for State-specific and local situations. Introduction v The resources in this Kit are only one part of a broader strategy which aims to increase and support the advocacy activities of consumers and carers in the mental health sector. In turn, that advocacy strategy is one part of the larger National Mental Health Strategy. Values and Assumptions The major values and assumptions underpinning the form and content of this Kit need to be stated, in order to clarify contexts and meanings that may otherwise be open to misinterpretation. The Kit has been developed through contributions from a diverse range of people. Each contribution has carried particular beliefs and values about the nature and purpose of advocacy; and particular assumptions about, and applications of, the material. While such diversity can be stimulating, an understanding of assumptions held by the contributors provides basic reference points for people using the Kit. ● The pursuit of rights, justice and equality of opportunity is critically important for consumers and carers; both as individuals and within broad groupings. ● The current balance of power in the mental health sector between consumers and carers and those with whom they deal (including service providers, administrators and community members) is inequitable, unacceptable and culturally and structurally sustained. Advocacy activity must be directed towards correcting this imbalance. ● The lived experiences and knowledges of consumers and carers should be recognised, valued and respected. These experiences and knowledge can contribute, and have contributed, to improvement in the mental health sector. ● Self advocacy is the most appropriate and empowering form of advocacy. Generally, people prefer to express their own position rather than have other people represent them, while recognising a role for nominated representatives and supportive advocacy in certain circumstances. ● Self-empowerment attained through an ongoing process of acquiring and using knowledge and skills is more sustainable and enduring than the temporary feelings of success gained by responding to opportunities for participation as they arise. However, even such occasional participation can be a source of empowerment. ● Collective advocacy activity (engaged in by consumers, by carers and by consumers and carers working together) has greater potential for achieving significant outcomes than uncoordinated individual actions. Sometimes, though, the activities of individuals can inspire others to participate, as well as preparing the way for important changes. vi The Kit A resource kit for advocates ‘Advocacy’ ‘Advocacy’ is used in this Kit in a broad sense to refer to a wide range of activities engaged in by consumers and carers in promoting and supporting their basic human rights and their right to services and information. The following terms and meanings are used throughout this Kit. Advocate (as in ‘John is my advocate’) – a person who actively supports another person’s cause. Advocate (as in ‘I advocate that consumers and carers should be involved in evaluating the program’) – to provide active support to another person’s cause. Self Advocacy – the activity an individual undertakes to represent his/her own needs/rights. Peer Advocacy – the activity undertaken by more than one person to represent the needs/rights of his/her peers (for example, carers addressing the needs/rights of other carers). Systems Advocacy – those activities directed specifically towards the systems, structures and forms that are instrumental in the conditions which create injustices and inequities. Resource Development The resources in this Kit were developed with the clear view that they would be a foundation resource. They are a tool; they are not a ready-made or a ‘one-size-fits-all' solution to the myriad of problems, the pervading discrimination and the poor service which many consumers and carers experience. The resources were developed using a number of principles: ● The CDP used a model of participatory action research to involve stakeholders in ongoing assessment, action and evaluation of project activities. A Critical Reference Group of three consumers and three carers (see Acknowledgments) reviewed the project’s approach and ensured maintenance of the consumer and carer focus and direction of the project. ● The CDP built on current information and knowledge. A range of national and international literature was collected which identified the continuing growth in consumer and carer advocacy and some interesting resources applicable to the CDP. ● The CDP recognised the fundamental value of consumer and carer input at all stages. Some consumers and carers were employed by SPICE; some were supported to participate in various project activities; some were members of the Critical Reference Group; others were part of the external Project Advisory Group (see Acknowledgments) which monitored the development and progress of the CDP, offered advice from various areas of expertise and facilitated access to wider networks. (Over 50 consumers and carers were directly involved in developing material, critiquing drafts and providing strategic advice). ● The CDP resources have relevance in many different ways – national and local relevance; individual and group advocacy; personal and interpersonal situations. Introduction vii ● Humanism, hope and passion are fundamental to consumer and carer advocacy: the resources demonstrate these qualities through examining history, relating individual stories and developing resource tools to build on passion, build up hope and celebrate success. While at times this Kit emphasises strategic, pragmatic approaches to advocacy, it does so as a means to an end rather than because such approaches are highly valued. ● Consumers and carers, as individuals or in groups, will interpret and shape the resources to meet their own requirements. People have differing advocacy needs, preferred styles for engaging in advocacy activity, differing ways of learning and of accessing information. ● People will use the resources to develop and strengthen their own advocacy style. Notes 1. The materials in this Kit have been developed in good faith through extensive research based on the actual experiences of consumers and carers involved in advocacy, networking and participating. They have been validated through a number of mechanisms and cross-referencing of sources. However their effectiveness in any given situation cannot be assumed. 2. The words ‘group’ and ‘organisation’ refer to similar situations; consumers and carers often use them interchangeably. 3. People’s stories are often presented as examples. They are taken from real-life situations but fictitious names have been used. 4. Some quotes are referenced to a published source. Other unpublished quotes arose through the project process and are attributed to a project participant who is listed in Acknowledgments. 5. The Kit emphasises empowerment as a universal concept and provides for substantial individual modification and interpretation of the materials; however it cannot (in its present form) meet the needs of all Australian consumers and carers. The Kit would require culturally sensitive translation and interpretation in order to be of most value to many people from non-English speaking, Aboriginal or Torres Strait Islander backgrounds. viii The Kit A resource kit for advocates Acknowledgments The Community Development Project (CDP) was born out of the National Mental Health Strategy, (NMHS). Many people participated in shaping the NMHS and in making things happen ‘on-the-ground’, through both pursuing its intent and driving it beyond its original expectations. Many of these people have been consumers of mental health services and associated carers. The NMHS created the National Community Advisory Group on Mental Health (NCAG). This group was influential in raising awareness of the need for these resources. The Australian Psychiatric Disabilities Coalition (APDC) and the Australian National Association for Mental Health (ANAMH) were also instrumental in shaping the requirement for these resources. Many individuals contributed to the push for the development of consumer and carer advocacy resources; Janet Meagher stands out as a valued, persistent and determined participant. The Commonwealth Department of Health and Family Services responded positively to the request for resource development. Federal funding, sound project management and a continuing commitment to positive outcomes have been the hallmarks of the Department’s contribution. Linda Pettigrove, in particular, maintained a sensitive oversight of the resource development. SPICE Consulting established a core team of consultants to design, develop and manage the CDP. The SPICE core team comprised Deborah Fullwood, Peter Gibbs, Merinda Epstein and Greg Turner. The creation of the resources was a joint effort between the team and many other people, mainly consumers and carers. Anne Olsen’s contribution was significant, and over 50 consumers and carers (and other people with special knowledge) contributed through workshops, work groups and as individuals in advising, writing and validating the developing resources. The CDP was supported by a Project Advisory Group of consumers, carers, academics and other community sector people drawn from a number of different States. A small group of three consumers and three carers made up a Critical Reference Group which met regularly with two of the consultants. As a group considered typical of the final users of the resources, they were charged with the task of being critical of the project process. They served to keep the consultants honest and true to consumer and carer requirements. Melinda and Richard May of Pro Bono Publico Communications are thanked for their sensitivity and creativity in the final design and layout of the resources; and Simon Kneebone is thanked for the energy and pertinence of the cartoons. Acknowledgements ix The following people have agreed to be acknowledged: Project Advisory Group Members Bland, Robert Plant, Rowena Davies, Wendy Smith, Meg Gray, Jill Tooth, Barbara Meagher, Janet Whitehead, Ailsa Critical Reference Group Members Afflick, Margaret McCormick, Bernie Clarke, Sara Mill, Shirley Hume, Gail Paxinos, Kaliope Contributors, Advisers and Validators of Materials Armstrong, Sue Luxford, Pat Austin, Rick Marsh, Lloyd Bayly, Margaret McGrath, John Beattie, Jeffrey Meagher, Janet Bowler, Adrian Mill, Shirley Bryant, Liz Olsen, Anne Burger, Jenny Paxinos, Kaliope Chambers, Glen Pearman, Lina Champ, Simon Pemberton, Elizabeth Clarke, Sara Pettigrove, Linda Deveson, Anne Pinches, Allan Drake, Maxine Plant, Rowena Drummond, Roma Player, Judith Dunn, Ann Plehanoff, Lindy Einfeld, Marcus Ransome, Meta Elsom, Stephen Reibelt, Elanor Epstein, Merinda Richards, Geoffrey Fenton, Mike Robertson, Penny Francis, Graeme Robertson, Sue Fullwood, Deborah Robinson, Ruth Gibbs, Peter Rosenblum, Jo-Ann Glover, Helen Salvage, Robert Goodall, Deborah Scanlon, Tyson Gow, Catherine Schmalkuche, Diana Graham, Caroline Scott, Melanie Gray, Jill Shipp, Yvonne Guthrie, David Smith, Darrell Guy, Jenny Smith, Meg Hanich, Adolf Souwer, Diana Harrison, Brenda Strong, Ria Hodgson, Orme Tooth, Barbara Hume, Gail Towler, Irene Hyde, Graham Turner, Greg Keating, Maree Verick, Margaret King, Margo Wadsworth, Yoland Lawrence, Sarah Wells, Leanne Leggatt, Margaret West, Shane Leong, Leonie Whitehead, Ailsa Lovell, Peter x The Kit A resource kit for advocates
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