What is the purpose of this Toolkit?

The purpose of this Toolkit is to help you promote what you need to promote with what you have and promote it well!

The Toolkit provides a comprehensive 10-Step guide to the design, development, implementation, monitoring and evaluation of a promotion program for water, sanitation and/or hygiene. It combines international best practices from a mixture of health and environment arenas in behavior change communication, marketing, training, advocacy and mobilization, with proven, basic behavior change principles. It offers guidance on how to be focused, audience-driven, behavior-change directed, research-based, indicator-grounded, and creative in putting together a campaign.

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Who should use this Toolkit?

This Toolkit is for you and your organization, if you work for/in:

  • A water and/or sanitation program or department, and/or
  • A local government agency or commercial/public utility.

AND if any of the following are true:

  • You need to change what your citizens/customers understand, know, or do about water or sanitation in your community.
  • You have been tasked to develop and implement a promotion program – communication, social marketing, training, mobilization, or advocacy.
  • You plan to expand your services or products and need to promote to a new customer base or raise your fees on existing services or products.
  • You need to increase your collection rates, such as percentage of customers who pay their bills.
  • You work with communities to help them access improved water supply and sanitation services or improve their hygiene practices.
  • You supply water through piped water connections, public taps, truck deliveries or shops, selling of bottled water.
  • You provide sanitation services such as piped sewerage, septic tank emptying or latrine construction.
  • You promote hygiene within communities such as handwashing with soap, safe drinking water, personal or environmental cleanliness.
  • You are mandated by law to provide water supply and sanitation services to city residents.
  • You collect fees for water or sanitation services.
  • You want to bring about change in the communities where you work.
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Should we consider promotion for our program?

We should consider promotion for our program, if any of the following are true; we need/want to:

  • Change what our citizens/customers understand, know, or do about water or sanitation in our community.
  • Change what our citizens/customers understand, know, or do about our services or products.
  • Expand our services or products and promote to a new customer base or introduce a new fee.
  • Expand our citizen/customer base and promote our services or products.
  • Improve the conditions within the community we serve through improved customer practices, such as use of clean piped water, handwashing with soap, or use of sewerage connections or well-maintained septic tanks.
  • Bring about change in the communities where we work.
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What will this Toolkit help us do?

The Toolkit will help us to:

  • Plan and implement a promotion program.
  • Conduct change research to understand our target citizens/customers/audience.
  • Synthesize research findings.
  • Analyze synthesized findings based on audience abilities, influencers, motivators and behavioral practices for a behavioral focus.
  • Select the most appropriate promotion approach for our program.
  • Develop a promotion plan.
  • Design promotional materials and activities for a creative multi-media program.
  • Elaborate appropriate process, outcome and impact indicators for a promotion program.
  • Monitor and evaluate a promotion program to support new requests for funding.
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What does the Toolkit provide?

The Toolkit provides:

  • Guidance on forming a promotion program team.
  • Steps, Activities, and Tasks that detail what needs be done and how to do it.
  • Key Information that offers knowledge that can be used to effectively understand and tailor the activities and tasks to a particular situation or need.
  • Examples and samples that give ideas on how others have completed the tasks in their programs.
  • Products that are final deliverables for each step.
  • Decision Making Tools that give instructions on what decisions are required and how to make them.
  • Checklists that encourage process and progress tracking.
  • A Glossary that describes essential terms used throughout the Toolkit.
  • References that advise where more web-based information can be found.
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How long does this 10-Step Promotion process take?

This 10-Step Promotion process is designed to take 8 to 12 months, though it can be completed in as little as 6 months.

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How do we use this Toolkit and 10-Step Promotion process?

You follow each Step and its instructions.

Each step in the Toolkit builds on the previous step through the use of the activities and decision making tools. Each decision making tool helps you make the proper decisions to move forward; that is to say, decisions needed to develop an effective, successful promotion. Each decision helps you complete the 10 Products, such as a Plan of Action, a Broad Change Strategy, a Promotion Plan, that guide and document your promotion design, development, implementation, and evaluation.

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How does the online version of Toolkit differ from the full, printed version?

The online version is an interactive tool that allows you to move back and forth through the process to see where you have been and where you are going. To use the online version effectively, you need to have consistent, continuous access to the internet. If you use the online version, you can “click” on links to take you immediately to Key Information, Examples/Samples, et cetera.

A full, print version (Word - .docx) can also be found in downloadable form on the website, under Downloads. The print version gives you everything you need at once so that you can see what is required to follow-through on the process. It allows you to copy Decision Making Tools and Products and share them with team members as well as compare pieces side-by-side. It also provides tracking checklists.

If you decide to use the full, print version, the following link gives you instructions on how to organize the printed Toolkit effectively. Organize Your Printed Toolkit

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