Education Policy Think Tank Models and Mission by Callie Mclean & Lily Robin
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McLean & Robin Education Policy Think Tank Models and Mission by Callie McLean & Lily Robin his paper explores how two advocacy think tanks— the Heritage Foundation (Heritage) and Center Tfor American Progress (CAP)—engage in research on K-12 education and attempt to influence education policymaking. Through our research, we discovered both expected and surprising differences and similarities between the think tanks. Differences included topic choice, particularly around school choice and disadvantaged students, the use of data analyses to underpin positions, and the volume of publication. Similarities included the mix of output type. Our most notable finding was that the model and mission of each think tank drove topic choices and how each conducted research and interacted with the policy world and media. https://doi.org/10.4079/pp.v24i0.17601 33 Policy Perspectives / Volume 24 INTRODUCTION think tank.” Indeed, Heritage is widely This paper investigates how two advocacy considered to have created the first true model think tanks research and report on advocacy think tank. According to education issues and how they determine Weaver (1989), think tanks tend to follow impact on education policy. We chose one of three models: the “university to examine Heritage and CAP because without students,” contract, and advocacy they represent leading conservative and think tanks. The Brookings Institution, progressive advocacy think tanks and established in 1927, was the first think tank provide a stark contrast in organizational and fits the traditional “university without missions and education policy positions. student” mold, which emphasizes rigorous First, we examine each think tank’s academic quality and non-partisanship. background: its history, mission, model, Heritage started the advocacy model in and funding. Then we focus on the work the 1970s. This model has a policy and these think tanks did in K-12 education ideological focus, with an intention to during 2014 and 2015, when a shift in change policy and its debates. Advocacy active policymaking at the federal and state think tanks take existing research and levels took place due to the reauthorization summarize it into short, accessible pieces. of the Elementary and Secondary Both CAP and Heritage have a specific Education Act (ESEA). We examine all the ideological perspective that informs their written materials produced by each think research, and a primary goal in their tank and compare the topics and format research and outputs is to change minds. of each, including examining their data, CAP, for example, wants to reach the public sources, quality control, and transparency. to change the terms of the debate, but they Finally, we examine how each think tank especially want to change the actual policies, conceptualizes their impact on education so they work to target policy makers policymaking and compare the think tanks through both generalized media outreach in terms of media coverage, Congressional and targeted relationship-building (Scott testimony, and active engagement in Sargrad, personal communication, April policy making. This comparison allows 22, 2016). This model distinction becomes us to identify similarities in the approach important when understanding any output used by these two very distinct think analysis from either organization. tanks, as well as uncover key differences— Heritage and CAP are 501(c)(3) tax- differences that we can map directly back to exempt non-profit organizations, limiting differences in each organization’s mission the lobbying they can do. Heritage’s sister and the advocacy model. We conclude our organization, Heritage Action for America, paper by identifying the potential direction is a 501(c)(4) lobbying organization. of further research. Heritage Action’s lobbying efforts includes publishing the Heritage Action Scorecard, which rates how politicians’ votes align ADVOCACY THINK TANK with Heritage’s positions (Heritage Action MODEL America 2015). CAP coordinates with Both organizations fit the model of what a 501(c)(4) arm called the Center for academic researchers call an “advocacy American Progress Action Fund. In a site 34 McLean & Robin visit, CAP staff explained that all CAP 2012). Heritage’s target audiences include employees are also employees of both Congressional members and their staff, the 501(c)(3) and 501(c)(4). This allows current presidential administrations, news employees to engage in both research and media (and therefore the general public), specific advocacy work such as lobbying. and the academic/policy field (Heritage 2016). HERITAGE HISTORY Edward Feulner served as president of The Heritage Foundation was founded in Heritage from its founding until 2013. Since 1973 as a conservative think tank created “to then, former US senator of South Carolina, deliver compelling and persuasive research Jim DeMint, has held the position. Jim to Congress providing facts, data, and DeMint is a Tea Party Republican, and his sound arguments on behalf of conservative appointment as president of the Heritage principles” (Heritage 2008). Paul Weyrich, Foundation was met with some controversy a leader in 1970s conservative politics, and (Steinhauer and Weisman 2014). Edwin Feulner, then-Executive Director of the Republican Study Committee, founded CAP HISTORY Heritage after receiving a $250,000 grant As Bai (2003) recounts, the origins of from business owner Joseph Coors CAP began as a response to the rise in (Fuelner 2003). Edwin Feulner was heavily conservative think tanks such as Heritage involved in policy analysis and politics and amidst the backlash to the George prior to founding Heritage (Edwards W. Bush presidency. Founded in 2003 by 2013). The founders wanted to create a President Bill Clinton’s former Chief of think tank to provide timely information Staff John Podesta, the organization aimed to politicians and inform their votes. This to create and coordinate progressive ideas goal remains critical to the present-day and messaging Podesta wanted to form Heritage Foundation. an organization with thought leaders and Heritage is the original advocacy think large funders in the mold of successful tank (Troy 2012). Heritage influenced influential conservative organizations. President Ronald Reagan’s policies during In its first year, CAP operated on a $10 his two terms. Heritage distributed the million budget, including donations from 1,093-page “Mandate for Leadership: George Soros. Policy Management” to every member of Podesta started CAP with a clear focus the Cabinet, and about two-thirds of the on generating ideas and advocacy. During 2,000 recommendations were adopted the Bush era, conservatives dictated the during Reagan’s presidency (Heritage legislative agenda and focused on unified 2008). Heritage created a network of messaging. While many Democrats felt conservative allies by founding the the left simply needed to reframe its Resource Bank in 1977, a group of positions to garner public support, Podesta more than 2,500 experts and nonprofits did not agree, saying “the ideas are most attending conferences and workshops put important” (Bai 2003). He argued that the on by Heritage. Heritage is a media-savvy only way to change the status quo would think tank and has its own media site, come from “substance” and new ideas. the Daily Signal (Crutchfield and Grant From the start, CAP followed the lead of 35 Policy Perspectives / Volume 24 conservative institutions like Heritage to the country” (CAP 2016a). CAP wants combat conservative views. In an on-site to effect real change, think innovatively, meeting with CAP, Winnie Stachelberg, and transmit ideas to policymakers. Key Executive Vice President for External tactics are effective communications and Affairs, said that, at their inception, CAP outreach efforts, adapting quickly to media met with Heritage to learn their model narratives, and tracking national policy (Appendix A). CAP began with a media debates to generate ideas in real time department that still thrives today, as well as (2016a). As part of the mission to improve an independent news site, ThinkProgress. education for all Americans, special org, and research arms whose topics span attention goes to disadvantaged students from poverty to foreign security and the (Sargrad 2016). CAP researchers tend to federal budget. use standard measures of achievement such as test scores and grades to gauge HERITAGE MISSION academic achievement. They also view Heritage’s mission is to create and improvements in teacher training and advocate for “conservative public skill, along with better teacher working policies based on the principles of free conditions, as important for improving enterprise, limited government, individual education outcomes. freedom, traditional American values, and a strong national defense” (Heritage FUNDING: BROAD BASE VS. 2016). Improving academic outcomes is FOUNDATIONS important to Heritage, but its researchers Heritage has a long tradition of are wary of exclusively relying on measures maintaining a broad, diverse funding base. such as test scores and grades, believing Heritage began fundraising by garnering such metrics may not portray an accurate support through direct mail, a method picture of achievement (Mary Clare Reim, learned from environmental organizations personal communication, April 15, 2016). such as the Sierra Club (Crutchfield and Heritage puts emphasis on other indicators Grant 2012). This practice continues as measures of success of schools, such as today. The Heritage