Mobilizing the Beneficiaries

Tactics of Organizational PoliticsCoalitions and LoyaltyA tactic to use

Sponsors identify the people who gain most from a change, often a few with a lot at stake, and give them a role in arguing for it, since concentrated beneficiaries organize faster than diffuse opponents.

An example

The head of carrier relations at a freight brokerage wanted to replace the weekly paper settlement run with same-day digital payment to carriers. Finance opposed it mildly, citing cash timing; the accounting staff opposed it more firmly, since it would change every closing routine. The people who gained most were a small group: the brokerage's top thirty owner-operator carriers, who waited up to three weeks to be paid and had begun moving loads to competitors, and the four carrier sales reps who lost business when they did. He asked the reps to total the loads lost to slow payment over the past year and invited five of the carriers to describe their cash flow to the operating committee on a short call. The reps' figure was $2.1 million in margin. The committee approved a pilot with the thirty carriers within the month.

Why it works

Putting its strongest case in the mouths of the people who live with the problem makes the proposal look better. A sponsor's projection is easy to discount; a group describing what the current way costs them is harder to dismiss. Beneficiaries with a lot at stake also show up. They will prepare figures and attend meetings because the outcome matters to each of them, while opponents whose losses are spread thin rarely organize to the same degree. Real, concentrated gains are the precondition, and the beneficiaries have to speak for themselves.

The thinking behind it

Mancur Olson The Logic of Collective Action: Public Goods and the Theory of Groups (1965) argues that members of a large group have little individual reason to contribute to a common goal, while small groups organize more easily, so concentrated interests tend to prevail over diffuse ones. A few carriers and reps who each lose a lot to slow payment will prepare figures and show up; staff who each bear a small cost of change mostly will not.

When it fits

Use it when a change helps a small, identifiable group a great deal while its costs fall lightly on many: a team losing business to a slow process, a customer segment poorly served by a policy, a site carrying a burden others do not. Access to that group matters, as do their willingness to speak and a forum where decision-makers will hear them.

How to use it well

Work out the gains before you approach anyone, because the beneficiaries will ask.

  • Find who gains most, by how much, and whether they know it. People often do not see a change as theirs until someone shows them the numbers.
  • Ask them to describe the cost of the status quo in their own words and with their own figures.
  • Give them a real role: presenting to the committee, joining the design, running the pilot.
  • Let the decision-makers hear from them directly, with you in the room but not speaking for them.

Be clear with the beneficiaries about what you can and cannot deliver, so their effort is not spent on a promise you will not keep.

What it costs and where it backfires

Beneficiaries who organize once may keep organizing, around demands you do not support. Opponents may read the move as pressure and harden. If the gains turn out smaller than promised, the people who argued for the change lose face and you lose them. Accuracy about the gains is the limit. Coaching beneficiaries to overstate their losses, or recruiting people who will not in fact benefit, makes the case a staged one, and decision-makers who find out will discount everything else you bring.

When it is used on you

A proposal that arrives with enthusiastic beneficiaries attached deserves to have their testimony taken seriously, along with the question they are not placed to answer: who bears the cost, and how much? If your group is the one that loses, build your own case with specifics, and ask the decision-makers to hear the costs as directly as they heard the gains.

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