Welcome!

We will be starting the training session shortly.

If you are experiencing technical difficulties, please visit to read frequently asked webinar tech questions.

PHONEBANKING & CANVASSING

Trainers: Marlon Marshall, Obama for America Tahir Duckett, Working America Facilitated By: Hope Wood, NOI

INTRODUCTIONS

NOI On Demand Me & You Norms

FOLLOWING THE LAW

ELECTIONS.NEWORGANIZING.COM

FOLLOWING THE LAW

WWW.AFJ.ORG

Presenters:

Marlon Marshall Deputy National Field Director Obama for America Tahir Duckett Deputy National Field Director Working America

AGENDA

Why direct voter contact?

Building your voter contact program 1. Setting program goals & metrics 2. Creating a voter contact schedule 3. Developing scripts 4. Organizing great voter contact events Managing your voter contact program Q & A

WHY DIRECT VOTER CONTACT?

WHY DIRECT VOTER CONTACT?

a. Identify supporters b. Close the gap c. Build organization d. Shape the conversation

WHY DIRECT VOTER CONTACT?

• Best way to engage voters.

• Canvassing - most effective • Phone banking - larger numbers in shorter time • Useful for a variety of campaign purposes

1. SETTING PROGRAM GOALS & METRICS

PROGRAM MATH

Step 1: Vote Goal Step 2: Supporter ID Goal Step 3: Contact Goal Step 4: Attempts Goal Step 5: Shift Goal Shift 6: Recruitment Goal

STEPS 1-6: FROM YOUR VOTE GOAL TO YOUR VOLUNTEER RECRUITMENT GOAL Watch Monday and yesterday’s webinar at www.neworganizing.co

m/toolbox

METRICS FOR VOTER CONTACT ACTIONS • Attempts • Contacts • Support score – 1to 5 • Vote commitment – Yes/No/Maybe • Vote method – Early Vote/Vote By Mail/EDay • Volunteer – Yes/No/Maybe

2. CREATING A VOTER CONTACT SCHEDULE

WHEN SHOULD WE CONTACT VOTERS?

SAMPLE VOTER CONTACT SCHEDULE

TIME SUN MON TUES WED THURS FRI SAT

10AM-2PM 2PM-6PM Church visits Canvass School Voter Regis tration Seniors Phone Bank School Voter Regis tration Seniors Phone Bank School Voter Regis tration Canvass Canvass Volunteer Recruitment, Prep Materials 6PM-9PM Phone Bank Phone Bank Canvass Organ izing Meetings Canvass Phone Bank Phone Bank

QUESTIONS?

3. DEVELOPING SCRIPTS

SCRIPTS = TEXT + CODES

Hi, is this __(voter name)__?

My name is ____ and I’m volunteering with ____ campaign.

SCRIPT CODES

SCRIPT CODES

PART 1: NO RESPONSE Left Message Not Home Wrong number/address Deceased Refused Inaccessible

SCRIPT CODES

PART 2: CONVERSATION Support Score, 1-5 Will vote (Y/N/M) How (Early/VBM/EDay) Volunteer (Y/N/M) Activist Codes

SCRIPT TEXT

Why are you contacting them? Develop unique scripts for each universe

SCRIPT TEXT

4Cs Connection Context Commitment Catapult

SCRIPT TEXT

1. CONNECTION Hi, is this (voter)?

I’m (your name) and I’m volunteering with (your campaign) in (name of your town). How are you today?

(OPTIONAL: I’m (your name) and we’re out in the community talking about the election on Tues., Nov. 6.)

SCRIPT TEXT

2. CONTEXT What do you care most about in this election? (Listen!) Why is that most important to you? (Engage!)

SCRIPT TEXT: CANDIDATE, PAC OR C4 3. COMMITMENT Who do you plan to vote for in the election on Tuesday, Nov. 6?

(Support score: 1-5) Have you decided if you will vote in this election? (yes/no/maybe)

SCRIPT TEXT: C3

3. COMMITMENT How do you plan to vote on Proposition ____________ in the election on Tuesday, November 6?

(Support score: 1-5) Have you decided if you will vote in this election? (yes/no/maybe)

SCRIPT TEXT

3. COMMITMENT I’m calling because I also care about (their issue) and I think we have a chance to change things.(Provide 2-3 brief campaign talking points on particular issues.)

SCRIPT TEXT

4. CATAPULT •That’s great! We expect a lot of people to vote this year —thank you for joining us!

•Have you decided if you’ll vote early, vote by mail or vote on Election Day?

•Your polling location is at ________. Do you have a plan to get there? Do you need a ride?

•We’re having a great time talking with voters. Would you like to join us to volunteer in your neighborhood? (ACTIVATE)

NO

SCRIPT TIPS

YES

4. BUILDING GREAT VOTER CONTACT EVENTS

TEAMWORK MAKES THE DREAM WORK Team Coordinator Phone Bank Coordinator Canvass Coordinator Data Coordinator Volunteer Coordinator

WHERE?

Supporter’s Home Union hall Lawyer’s or Dr’s office Funeral home Coffee shop

WHAT TO LOOK FOR

Phone lines Cell coverage Donated cell phones Computers (ideal) Chairs & tables Easy access Parking Easy access Parking Shade/shelter Bathrooms

POST YOUR EVENT

Day Time Address What to bring

RECRUIT VOLUNTEERS

Thank you Recruit Event Confirm Confirm Confirm Check out last week’s webinar for more on Vounteer Recruitment & Training http://neworganizing.com/content/toolbox/volunteer-recruitment-capacity

PREPARE MATERIALS: PHONE BANK 1. Volunteer Sign-in Sheet 2. Phone Bank Packets -Script -Call lists -Tally sheet -Talking points -Pens 3. Phones & chargers 4. Water & snacks

PREPARE MATERIALS: CANVASS

1. Volunteer Sign-in Sheet 2. Canvass Packets -Script -Voter lists -Literature -Pledge cards -Tally sheet -Talking points -Pens -Rain Sheets -Clipboards 3. Phones & chargers 4. Water & snacks

A NOTE ON LISTS & TURF

-Walkable turf

A NOTE ON LISTS & TURF

-Legible lists.

-Useful codes

PREPARE THE SPACE

SIGN IN VOLUNTEERS

SAMPLE AGENDA

– Welcome & Build community – Share campaign strategy and goals • Hot News, Hot Nights – Train for Action • Role-Play!

– Take ACTION (get on phones or hit the streets!) – Tally up – Debrief & Celebrate • What worked tonight? What didn’t?

– Recruit to next action – Enter Data

PHONES+DOORS - 6 QUICK TIPS

1. KISS and PACE 2. But be yourself —don’t rush, and have conversations, not mini-lectures.

3. Tally throughout the action.

PHONES+DOORS 6 QUICK TIPS

4. Persuade, then

ask for the vote

5. Same Day data entry 6. Empower volunteers to give feedback, and use it!

MANAGING YOUR ACTION PROGRAM

TRACKING DATA

EVALUATE & ADAPT AS YOU GO

• Are you on track to reach the benchmarks that you set?

• If not, can you identify the reason?

– Is one staffer or volunteer coming up short? Can you coach them?

– Is one region producing different results? Can you adjust your methods in that area, or shift resources elsewhere?

– Is one metric affecting others? What can you do to correct the imbalance?

• How do you adjust your tactics and benchmarks, without losing track of the goal?

QUESTIONS?

Evaluation

WHAT’S NEXT?: THIS WEEK

Online to Offline - Thu, Aug 23, 2012 at 1:00 PM EDT Review strategies for integrating your online program with your field program.

Online Ads - Fri, Aug 24, 2012 at 1:00 PM EDT Discuss how to strategically use Facebook and Google ads effectively and inexpensively for your campaign.

WHAT’S NEXT: NEXT WEEK

Voter Registration Week - August 27-31

Voter Registration Strategy and Legal Issues - Mon, Aug 27, 2012 at 1 PM EDT Explain the need for voter registration - both from a nonpartisan civic engagement/emerging majority perspective, and a base-building/good data perspective - and outline some of the legal issues people should be aware of.

Voter Registration Data - Tue, Aug 28, 2012 at 1 PM EDT - Review strategies how to capture and use data from voter registration drives.

Voter Registration Planning and Recruitment - Wed, Aug 29, 2012 at 1 PM EDT Discuss selecting the right voter registration sites, planning a staging location, recruiting constituents to be registered, communicating with the press, and recruiting volunteers.

Voter Registration Message and Online Tools - Thu, Aug 30, 2012 at 1 PM EDT Covers effective messaging for getting people to register, and online tools to help with registration.

Social Media - Fri, Aug 31, 2012 at 1 PM EDT

The basics of using social media (especially Facebook and Twitter) effectively to supplement existing campaign programs.

(aka the Snowflake Model)

https://act.neworganizing.com/donate/NOD_Donate_08-2012/

WWW.NEWORGANIZING.COM/TOOLBOX