1. & #noiOnDemand If you are experiencing technical difficulties, please visit www.CandidateProject.org/help www.CandidateProject.org/help to read frequently asked webinar tech questions. Welcome! We will be starting the training session shortly. noi12.co/OnyC98

2. & #noiOnDemand PHONEBANKING & CANVASSING FOR LOCAL CAMPAIGNS Trainer: Nicole Derse, 50+1 Strategies Facilitated By: Hope Wood, NOI

3. & #noiOnDemand INTRODUCTIONS NOI On Demand Me & You Norms

4. & #noiOnDemand FOLLOWING THE LAW ELECTIONS.NEWORGANIZING.COM

5. & #noiOnDemand FOLLOWING THE LAW WWW.AFJ.ORG

6. & #noiOnDemand Presenters: & #noiOnDemand Nicole Derse Principal 50+1 Strategies

7. & #noiOnDemand AGENDA What is direct voter contact? Why direct voter contact for local campaigns? Building your voter contact program 1.Setting program goals & metrics 2.Creating a voter contact schedule 3.Creating Scripts (we may not need to cover this) 4.Organizing great voter contact events Q & A Evaluation & Wrap-up

8. & #noiOnDemand & WHAT & WHY DIRECT VOTER CONTACT?

9. & #noiOnDemand

10. & a.Identify supporters b.Close the gap c.Build organization d.Shape the conversation WHY DIRECT VOTER CONTACT?

11. & #noiOnDemand Best way to engage voters. Canvassing - most effective Phone banking - larger numbers in shorter time Useful for a variety of campaign purposes WHY DIRECT VOTER CONTACT?

12. & #noiOnDemand & 1. SETTING PROGRAM GOALS & METRICS

13. & #noiOnDemand Watch Tomorrows Webinar for a deep dive into creating targeted lists, tracking metrics, and using scripts and codes. PROGRAM GOALS, LISTS & METRICS

14. & #noiOnDemand & 2. CREATING A VOTER CONTACT SCHEDULE

15. & #noiOnDemand & #noiOnDemand WHEN SHOULD WE CONTACT VOTERS?

16. & #noiOnDemand TIMESUNMONTUESWEDTHURSFRISAT 10AM-2PMChurch visits School Voter Regis- tration Seniors Phone Bank School Voter Regis- tration Seniors Phone Bank School Voter Regis- tration Canvass 2PM-6PMCanvass Volunteer Recruitment, Prep Materials Canvass 6PM-9PMPhone Bank CanvassOrgan- izing Meetings CanvassPhone Bank SAMPLE VOTER CONTACT SCHEDULE

17. & #noiOnDemand & #noiOnDemand QUESTIONS?

18. & #noiOnDemand & 3. DEVELOPING SCRIPTS

19. & #noiOnDemand Why are you contacting them? Develop unique scripts for each universe SCRIPT TEXT

20. & #noiOnDemand 4Cs Connection Context Commitment Catapult SCRIPT TEXT

21. & #noiOnDemand 1.CONNECTION Hi, is this (voter)? Im (your name) and Im volunteering with (your campaign) in (name of your town). How are you today? (OPTIONAL: Im (your name) and were out in the community talking about the election on Tues., Nov. 6.) SCRIPT TEXT

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

23. & #noiOnDemand 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: CANDIDATE, PAC OR C4

24. & #noiOnDemand 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: C3

25. & #noiOnDemand 3. COMMITMENT Im 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

26. & #noiOnDemand 4. CATAPULT Thats great! We expect a lot of people to vote this yearthank you for joining us! Have you decided if youll 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? Were having a great time talking with voters. Would you like to join us to volunteer in your neighborhood? (ACTIVATE) SCRIPT TEXT

27. & #noiOnDemand NOYES SCRIPT TIPS

28. & #noiOnDemand & 4. BUILDING GREAT VOTER CONTACT EVENTS

29. & #noiOnDemand Team Coordinator Phone Bank Coordinator Canvass Coordinator Data Coordinator Volunteer Coordinator TEAMWORK MAKES THE DREAM WORK

30. & #noiOnDemand Supporters Home Union hall Lawyers or Drs office Funeral home Coffee shop WHERE?

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

32. & #noiOnDemand Day Time Address What to bring POST YOUR EVENT

33. & #noiOnDemand RECRUIT VOLUNTEERS Recruit Confirm Event Thank you http://neworganizing.com/content/toolbox/volunteer-recruitment-capacity Check out last weeks webinar for more on Vounteer Recruitment & Training

34. & #noiOnDemand 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: PHONE BANK

35. & #noiOnDemand 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 PREPARE MATERIALS: CANVASS

36. & #noiOnDemand A NOTE ON LISTS & TURF -Walkable turf

37. & #noiOnDemand A NOTE ON LISTS & TURF -Legible lists.-Useful codes

38. & #noiOnDemand PREPARE THE SPACE

39. & #noiOnDemand SIGN IN VOLUNTEERS

40. & #noiOnDemand 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 didnt? –Recruit to next action –Enter Data

41. & #noiOnDemand 1.KISS 2.But be yourselfdont rush, and have conversations, not mini-lectures. 3.Tally throughout the action. PHONES+DOORS - 6 QUICK TIPS

42. & #noiOnDemand 4. Persuade, then ask for the vote 5. Same Day data entry 6. Empower volunteers to give feedback, and use it! PHONES+DOORS 6 QUICK TIPS

43. & #noiOnDemand 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? EVALUATE & ADAPT AS YOU GO

44. & #noiOnDemand & #noiOnDemand QUESTIONS?

45. & #noiOnDemand Evaluation

46. & #noiOnDemand WHATS 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.

47. & #noiOnDemand & #noiOnDemand Interdependent Leadership (aka the Snowflake Model) Interdependent Leadership https://act.neworganizing.com/donate/NOD_Donate_08-2012/ HOW CAN I SUPPORT NOI ON DEMAND?

48. & #noiOnDemand WWW.NEWORGANIZING.COM/TOOLBOX