1. Chapter Goal Setting and Planning
2018 CCL Minnesota Conference

2. Chapter Goal Setting and Planning
SWOT Analysis
Why Set Goals?
SMART Goal Setting
State Goals
Develop Chapter Goals and Plans
Present
Chapter Goal Setting and Planning
SWOT to help identify which goals/levers to focus on in your goal setting and planning

3. SWOT Analysis Strengths Weaknesses Opportunities Threats
Give them 5 minutes to complete the SWOT analysis for their chapter

4. Why Set Goals? Focus Direction Motivation Coordination Benchmarking
- Focus: what are we going to do?
Direction: how are we going to do it?
Motivation: how do I know I’m successful? Helps overcome procrastination. climate change is overwhelming, our goal literally takes an act of Congress. Transforms insurmountable mountains into walkable hills
Coordination: to ensure all your bases are covered
Benchmark: think about how well we document lobby days. What if we didn’t realize we now have 20 good meetings to 1 bad now vs. 3 to 1 just a few years ago?
What are the challenges in setting goals?
How do we overcome those?

5. SMART Goals Specific Measurable Achievable Relevant Time-Based
Vision – to pass carbon fee and dividend by building political will. That is our dream. But a dream without a goal is just a wish. Goal setting has tremendous motivational power as well. Christie Manning story. Give a story about fundraising. If the goal is $100, how much will people give? What is the goal is $10,000?
Specific – what do you want to do?
Measurable – how will you know when the goal is achieved?
Achievable – is it possible to attain the goal?
Relevant – does it apply to the overall objective? 5 levers of political will
Time-Based – does your goal have a specific start and end date?
Role of group leader – let members set their own goals, hold them accountable to them at monthly meetings

6. State Goals Lever 2017 2018 Endorsements 20 36 Lobbying 1,154 ? Media
138
Outreach
117
Field Reports
1,409
3,269
State Goals
- Lobbying includes meetings with members of Congress and their staff, constituent letters (1,115 constituent letters), town halls, and dropping off materials
- Media includes LTEs, Op-eds, articles, radio interviews, and editorial board meetings
Endorsements not calculated in field reports number
Walk through how to file a field report
Hand it over to Paul to talk about constituent letters

7. Chapter Goal Setting and Planning
Consider what you learned about your chapter from the SWOT analysis
Think about what would be most effective in moving your member of Congress
Set a SMART annual goal first and then quarterly goals for your group
Make a plan on how you will achieve these goals
Fill out your chapter’s annual goal on the flip chart
Each group presents for one minute. One thing that worked well for your group last year and one thing you will do to hit one of your goals this year.
Chapter Goal Setting and Planning
Break into districts and sit with your members from your chapter – 30 min.

8. Closing March for science Earth Day Paul’s items
If you are a group leader in CD1-6 and you don’t have a regularly scheduled call with me, check in with me before you go
Recognition to liaisons, group leaders, and regional coordinators