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Harvard Case - Barack Obama: Organizing for America 2.0

"Barack Obama: Organizing for America 2.0" Harvard business case study is written by Mikolaj Jan Piskorski, Laura Winig, Aaron Smith. It deals with the challenges in the field of Strategy. The case study is 19 page(s) long and it was first published on : Apr 4, 2009

At Fern Fort University, we recommend that Organizing for America (OFA) 2.0 leverage its existing network and resources to expand its reach and impact through a multifaceted strategy. This strategy will focus on building a robust digital platform, harnessing data analytics for targeted outreach, and fostering strategic partnerships with like-minded organizations. By embracing these recommendations, OFA 2.0 can effectively engage citizens, advocate for progressive policies, and contribute to a more just and equitable society.

2. Background

The case study 'Barack Obama: Organizing for America 2.0' focuses on the transition of Organizing for America (OFA), a grassroots political organization, from a campaign-focused entity to a long-term advocacy platform. OFA, born out of the Obama presidential campaigns, aimed to maintain the energy and enthusiasm of its supporters and translate it into sustained political action. The case explores the challenges OFA faced in finding its footing as a permanent organization, including defining its mission, building a sustainable infrastructure, and adapting to the evolving political landscape.

The main protagonists of the case study are:

  • Jim Messina: The former campaign manager for Obama's 2012 re-election campaign, who took on the role of CEO of OFA 2.0.
  • David Plouffe: Obama's former campaign manager in 2008, who served as a senior advisor to OFA.
  • The OFA team: A diverse group of individuals with expertise in organizing, communications, technology, and policy.

3. Analysis of the Case Study

To effectively analyze OFA 2.0's situation, we can apply various strategic frameworks:

1. SWOT Analysis:

  • Strengths: OFA 2.0 possessed a strong brand built on Obama's popularity, a vast network of supporters, and a sophisticated digital infrastructure.
  • Weaknesses: The organization faced challenges in defining its long-term mission, maintaining staff morale, and adapting to the changing political landscape.
  • Opportunities: OFA 2.0 could leverage its network to mobilize voters, build coalitions with like-minded organizations, and advocate for progressive policies.
  • Threats: The organization faced competition from other advocacy groups, potential backlash from opposing political forces, and the ever-present challenge of maintaining public engagement.

2. Porter's Five Forces:

  • Threat of New Entrants: The political advocacy landscape is highly competitive, with numerous organizations vying for resources and attention.
  • Bargaining Power of Buyers: OFA 2.0's supporters are diverse and have varying levels of engagement, making it challenging to cater to all their needs.
  • Bargaining Power of Suppliers: OFA 2.0 relies on various suppliers for technology, data analytics, and other services, which can influence its cost structure.
  • Threat of Substitute Products: The rise of social media and online activism provides alternative channels for political engagement, potentially diverting supporters from OFA 2.0.
  • Rivalry Among Existing Competitors: OFA 2.0 faces competition from established advocacy groups, political parties, and other organizations with similar goals.

3. Value Chain Analysis:

OFA 2.0's value chain can be broken down into primary activities:

  • Inbound Logistics: Managing data, recruiting volunteers, and securing resources.
  • Operations: Organizing events, developing campaigns, and producing content.
  • Outbound Logistics: Disseminating information, mobilizing supporters, and engaging with stakeholders.
  • Marketing and Sales: Building brand awareness, attracting new supporters, and advocating for policy changes.
  • Service: Providing ongoing support to volunteers, responding to inquiries, and building relationships with stakeholders.

4. Business Model Innovation:

OFA 2.0 needed to transition from a campaign-focused model to a sustainable, long-term advocacy model. This required:

  • Defining a Clear Mission: Articulating a specific set of goals and objectives that resonate with its supporters.
  • Building a Robust Infrastructure: Developing a sustainable organizational structure, financial model, and technology platform.
  • Leveraging Data Analytics: Utilizing data to understand supporter demographics, identify key issues, and tailor messaging for targeted outreach.
  • Embracing Digital Transformation: Capitalizing on the power of social media, online platforms, and data-driven communication.

4. Recommendations

To achieve sustainable success, OFA 2.0 should implement the following recommendations:

1. Digital Transformation Strategy:

  • Invest in a robust digital platform: Develop a user-friendly website and mobile app that facilitates communication, engagement, and mobilization.
  • Harness data analytics: Utilize data to understand supporter demographics, identify key issues, and personalize messaging for targeted outreach.
  • Embrace social media: Leverage social media platforms to amplify messaging, engage with supporters, and build online communities.
  • Integrate AI and machine learning: Utilize AI and machine learning to automate tasks, improve targeting, and enhance decision-making.

2. Strategic Partnerships:

  • Form alliances with like-minded organizations: Collaborate with other advocacy groups, non-profits, and community organizations to expand reach and impact.
  • Engage with local chapters: Empower local chapters to organize events, mobilize voters, and advocate for issues relevant to their communities.
  • Build relationships with elected officials: Establish communication channels with elected officials to advocate for progressive policies and influence decision-making.

3. Organizational Structure and Design:

  • Develop a clear hierarchy: Establish a clear organizational structure with defined roles and responsibilities to ensure efficient operations.
  • Empower local chapters: Grant local chapters autonomy to manage their activities, respond to local issues, and build grassroots support.
  • Foster a culture of innovation: Encourage experimentation, creativity, and continuous improvement to adapt to evolving political landscapes.

4. Leadership Development:

  • Invest in leadership training: Provide training and development opportunities for staff and volunteers to enhance their skills and leadership capabilities.
  • Promote diversity and inclusion: Create a diverse and inclusive organizational culture that values different perspectives and backgrounds.
  • Empower grassroots leaders: Identify and cultivate grassroots leaders who can mobilize communities and advocate for change.

5. Basis of Recommendations

These recommendations are based on a thorough analysis of OFA 2.0's strengths, weaknesses, opportunities, and threats. They consider the following:

  • Core competencies and consistency with mission: The recommendations leverage OFA 2.0's existing network, digital infrastructure, and commitment to progressive values.
  • External customers and internal clients: The recommendations address the needs of OFA 2.0's supporters, volunteers, and staff by providing them with tools and resources for engagement and action.
  • Competitors: The recommendations focus on differentiating OFA 2.0 from its competitors by emphasizing its unique network, data-driven approach, and commitment to grassroots mobilization.
  • Attractiveness ' quantitative measures if applicable (e.g., NPV, ROI, break-even, payback): While specific financial metrics are difficult to quantify in the context of a political organization, the recommendations aim to maximize impact and efficiency by leveraging technology and strategic partnerships.
  • All assumptions explicitly stated (e.g., needs, technology trends): The recommendations are based on the assumption that OFA 2.0 will continue to operate in a dynamic and evolving political landscape, requiring a flexible and adaptable approach.

6. Conclusion

By embracing digital transformation, fostering strategic partnerships, and investing in leadership development, OFA 2.0 can effectively engage citizens, advocate for progressive policies, and contribute to a more just and equitable society. OFA 2.0 has the potential to become a powerful force for positive change, but it must adapt to the evolving political landscape and leverage its unique strengths to achieve lasting impact.

7. Discussion

Other Alternatives:

  • Focusing solely on traditional organizing methods: This approach might be less effective in engaging younger generations and reaching new audiences.
  • Merging with another organization: This could create synergies but might also compromise OFA 2.0's unique identity and brand.

Risks and Key Assumptions:

  • Political climate: The political landscape is highly volatile, and OFA 2.0's success is contingent on its ability to adapt to changing circumstances.
  • Technology trends: OFA 2.0 must continuously monitor and adapt to emerging technologies to maintain its competitive edge.
  • Financial sustainability: OFA 2.0 needs to develop a sustainable financial model to ensure its long-term viability.

8. Next Steps

  • Develop a comprehensive digital transformation strategy: Within the next 6 months, OFA 2.0 should develop a detailed plan for its digital platform, data analytics, and social media strategy.
  • Establish strategic partnerships: Within the next year, OFA 2.0 should identify and establish partnerships with like-minded organizations and local chapters.
  • Invest in leadership development: Within the next 2 years, OFA 2.0 should implement a comprehensive leadership development program for staff and volunteers.
  • Monitor progress and adapt: OFA 2.0 should continuously monitor its progress, adapt its strategies, and refine its operations to maximize impact and achieve its goals.

By taking these steps, OFA 2.0 can solidify its position as a leading force for progressive change and continue to inspire and mobilize citizens for a better future.

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Case Description

Less than a week before Barack Obama was due to be sworn in as the 44th president of the United States, Obama for America (OFA), the president-elect's official campaign organization, announced the formation of a post-election organization, Organizing for America. The new organization would keep the campaign field team offices open after Obama took charge of the country for the express purpose of influencing supporters to back his administration's agenda. The case describes the activities of the Obama for America campaign and asks whether the new president should use social media tools to activate the grassroots, or whether he should abandon these unconventional tools in order not to upset politicians in Washington.

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