Transcript Voter Contact for Local Campaigns Week

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PHONEBANKING &
CANVASSING
FOR LOCAL CAMPAIGNS
Trainer: Nicole Derse, 50+1 Strategies
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:
Nicole Derse
Principal
50+1 Strategies
AGENDA
What is direct voter contact? Why direct
voter contact for local campaigns?
Building your voter contact program
1.
2.
3.
4.
Setting program goals & metrics
Creating a voter contact schedule
Creating Scripts (we may not need to cover
this)
Organizing great voter contact events
Q&A
Evaluation & Wrap-up
WHAT & WHY
DIRECT VOTER
CONTACT?
WHY DIRECT VOTER CONTACT?
a.
b.
c.
d.
Identify supporters
Close the gap
Build organization
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 GOALS, LISTS & METRICS
Watch Tomorrow’s
Webinar for a deep dive
into creating targeted
lists, tracking metrics,
and using scripts and
codes.
2. CREATING
A VOTER
CONTACT
SCHEDULE
WHEN SHOULD WE CONTACT VOTERS?
SAMPLE VOTER CONTACT SCHEDULE
TIME
SUN
MON
TUES
WED
10AM-2PM
Church
visits
School
Voter
Registration
Seniors
Phone
Bank
School
Voter
Registration
2PM-6PM
Canvass
THURS
Seniors
Phone
Bank
FRI
School
Voter
Registration
SAT
Canvass
Canvass
Volunteer Recruitment, Prep Materials
6PM-9PM
Phone
Bank
Phone
Bank
Canvass
OrganCanvass
izing
Meetings
Phone
Bank
Phone
Bank
QUESTIONS?
3. DEVELOPING
SCRIPTS
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)
SCRIPT TIPS
NO
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
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!
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: NEXT WEEK
Voter Contact for Local Campaigns Week – October 1-5
Great Phone Banking and Door to Door Programs – Monday - Find out how to organize
motivational and strategic phonebanks and canvasses for your local campaign.
Managing Your Data – Tuesday - In this session, we'll focus on strategies for building a
good voter contact list for canvassing or phonebanking, creating scripts and tracking codes
to maintain your data, and how to choose and track metrics to monitor the progress of
your voter contact program.
Setting up and supporting volunteer teams – Wednesday - Join us as we uncover the
secrets and best practices of building and sustaining volunteer teams for your local
campaign.
Online to Offline: Volunteer Recruitment and Support – Thursday
The Last 30 Days: Maximizing Your Communications Budget - Friday - Get some inside tips
on maximizing your end-of-campaign communications as we strategize how to most
effectively utilize your resources during these last 30 days of your local campaign.
HOW CAN I SUPPORT NOILeadership
ON DEMAND?
Interdependent
(aka the Snowflake Model)
https://act.neworganizing.com/donate/NOD_Donate_08-2012/
WWW.NEWORGANIZING.COM/TOOLBOX