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  1. noi12.co/OnyC98

  2. Phonebanking & canvassing Trainers: Marlon Marshall, Obama for America Tahir Duckett, Working America Facilitated By: Hope Wood, NOI

  3. Introductions NOI On Demand Me & You Norms

  4. FOLLOWING THE LAW Elections.neworganizing.com

  5. FOLLOWING THE LAW www.afj.org

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

  7. Why direct voter contact? • Building your voter contact program • Setting program goals & metrics • Creating a voter contact schedule • Developing scripts • Organizing great voter contact events • Managing your voter contact program • Q & A

  8. Why direct voter contact?

  9. Why Direct Voter Contact? • Identify supporters • Close the gap • Build organization • Shape the conversation

  10. 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

  11. 1. SetTING Program Goals & metrics

  12. 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

  13. STEPs 1-6: From your Vote goal to your Volunteer Recruitment goal Watch Monday and yesterday’s webinar at www.neworganizing.com/toolbox

  14. 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

  15. 2. Creating a voter contact schedule

  16. When should we contact voters?

  17. Sample voter contact schedule

  18. Questions?

  19. 3. Developing scripts

  20. SCRIPTS = text + codes Hi, is this __(voter name)__? My name is ____ and I’m volunteering with ____ campaign.

  21. SCRIPT CODES

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

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

  24. SCRIPT TEXT Why are you contacting them? Develop unique scripts for each universe VOL VR P GOTV

  25. SCRIPT TEXT 4Cs Connection Context Commitment Catapult

  26. SCRIPT TEXT • 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.)

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

  28. 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)

  29. 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)

  30. 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.)

  31. 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)

  32. SCRIPT TIPS YES NO

  33. 4. BUILDING GREAT VOTER CONTACT EVENTS

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

  35. WHERE? Supporter’s Home Union hall Lawyer’s or Dr’soffice Funeral home Coffee shop

  36. WHAT To LOOK FOR Phone lines Cell coverage Donated cell phones Computers (ideal) Chairs & tables Easy access Parking Easy access Parking Shade/shelter Bathrooms

  37. POST YOUR EVENT Day Time Address What to bring

  38. RECRUIT VOLUNTEERS Check out last week’s webinar for more on Vounteer Recruitment & Training http://neworganizing.com/content/toolbox/volunteer-recruitment-capacity

  39. 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

  40. 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

  41. A Note on Lists & TURF -Walkable turf

  42. A Note on Lists & TURF -Legible lists. -Useful codes

  43. PREPARE THE SPACE

  44. SIGN IN VOLUNTEERS

  45. 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

  46. Phones+Doors - 6 Quick TIps • KISS and PACE • But be yourself—don’t rush, and have conversations, not mini-lectures. • Tally throughout the action.

  47. 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!

  48. Managing your ACTION program

  49. Tracking Data