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 MANAGING YOUR DATA Trainer: Katie Ellis, NOI Facilitator: Deepa Kunapuli, NOI

3. & #noiOnDemand INTRODUCTIONS NOI On Demand Norms Who’s on?

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

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

6. & #noiOnDemand Presenter: & #noiOnDemand Katie Ellis Data Training Manager New Organizing Institute

7. & #noiOnDemand OBJECTIVE In this session, you’ll learn to target effectively for local campaigns (with and without VAN), track and manage data, and measure your campaign’s progress over time.

8. & #noiOnDemand AGENDA The Problem: Messy Data Building a Targeted Voter Contact List Preparing Your Voter Contact Activity: What Data do I track? Choosing Metrics and Measuring Progress Q&A

9. & #noiOnDemand & THE PROBLEM: MESSY DATA

10. & #noiOnDemand & #noiOnDemand Strategic Use of Limited Resources Setting Strategic Goals & Maintaining Accountability Demonstrating Success & Power WHY DO WE NEED DATA?

11. & #noiOnDemand So we can USE it! WHY DO WE NEED DATA?

12. & #noiOnDemand & #noiOnDemand Persuasion GOTV (Get Out the Vote) WHAT ARE THE TWO TYPES OF PROGRAMS CAMPAIGNS RUN?

13. & #noiOnDemand You can’t GOTV your supporters if you don’t know who they are! You can’t make decisions about your programs if you don’t know how it’s going. YOU NEED DATA TO USE DATA!

14. & #noiOnDemand Not like this: YOUR DATA NEEDS TO BE USEABLE

15. & #noiOnDemand But like this! YOUR DATA NEEDS TO BE USEABLE Standardized! Clean! Can be aggregated, analyzed, and filtered!

16. & #noiOnDemand & #noiOnDemand Data helps you make key decisions about your campaign But your data has to be standardized in order to use it effectively! THE PROBLEM: RECAP

17. & #noiOnDemand & BUILDING A TARGETED VOTER CONTACT LIST

18. & #noiOnDemand & #noiOnDemand Strategic Use of Limited Resources Setting Strategic Goals & Maintaining Accountability Demonstrating Success & Power WHY DO WE NEED DATA?

19. & #noiOnDemand LIMITED RESOURCES Money TimePeople

20. & #noiOnDemand THE TARGETING MATRIX TURNOUT HISTORY PRESUMED SUPPORT LOWUNKNOWNHIGH x HIGH TURNOUT PERSUASION HIGH TURNOUT BASE SPORADIC x SPORADIC TURNOUT PERSUASION SPORADIC TURNOUT BASE LOW xxx NEW xxNEW BASE 1 1 2 1

21. & #noiOnDemand OK, this sounds great, but how do I know which voters are “sporadic turnout base” or “high turnout persuasion”?

22. & #noiOnDemand Will they support me/my issue? IDs Party (do they vote in primaries?) Models Family & Friends Family & Friends of Family & Friends Issue activists Natural constituencies Census Data Will they vote? Vote History Modeling Voter Registration FACTORS TO USE IN CREATING UNIVERSES

23. & #noiOnDemand TURNOUT HISTORY PRESUMED SUPPORT LOWUNKNOWNHIGH x HIGH TURNOUT PERSUASION HIGH TURNOUT BASE SPORADIC x SPORADIC TURNOUT PERSUASION SPORADIC TURNOUT BASE LOW xxx NEW xxNEW BASE EXAMPLES

24. & #noiOnDemand High Turnout Persuasion: –High Turnout: Voted in 2008 and at least one of 2006 or 2010; OR Registered since 2008 general election –Persuasion: Identified “3’s” Independent or Unaffiliated Voters Democrats who don’t vote in primaries (last 3 years) EXAMPLES: (DEMOCRATIC LOCAL CANDIDATE)

25. & #noiOnDemand TURNOUT HISTORY PRESUMED SUPPORT LOWUNKNOWNHIGH x HIGH TURNOUT PERSUASION HIGH TURNOUT BASE SPORADIC x SPORADIC TURNOUT PERSUASION SPORADIC TURNOUT BASE LOW xxx NEW xxNEW BASE EXAMPLES

26. & #noiOnDemand Sporadic Turnout Base: –Sporadic Turnout: Voted in only one of these three elections (2006, 2008, 2010); OR Registered since 2010 general election –Base: Identified “1’s” and “2’s” Democrats who vote in primaries (last 3 years) Constituency Groups: –If candidate is a union member, then other union members –If candidate is a teacher, then other teachers EXAMPLES: (DEMOCRATIC LOCAL CANDIDATE)

27. & #noiOnDemand TURNOUT HISTORY PRESUMED SUPPORT LOWUNKNOWNHIGH x HIGH TURNOUT PERSUASION HIGH TURNOUT BASE SPORADIC x SPORADIC TURNOUT PERSUASION SPORADIC TURNOUT BASE LOW xxx NEW xxNEW BASE EXAMPLES

28. & #noiOnDemand Sporadic Turnout Base: –Sporadic Turnout: Voted in one of these three elections (2006, 2008, 2010); OR Registered since 2008 general election –Constituency: Women Ages 18-35 EXAMPLES: (CIVIC ENGAGEMENT EFFORT TO TURN OUT YOUNG WOMEN)

29. & #noiOnDemand & #noiOnDemand They are very specific Criteria exists in a voter file (VAN or State File), or can be tracked One more point… You can narrow or expand your universes based on your capacity (how many volunteers you have) WHAT DO THESE UNIVERSES HAVE IN COMMON?

30. & #noiOnDemand GOTV Planning 1 –How do I figure out my volunteer capacity? Vote Goals & Targeting –How many votes do I need to win? –Who do I target? –How do I construct a program? VAN 101 –How do I run complex searches in VAN? Grassroots Targeting –How do I search for specific voters in an Excel file? OTHER TOOLBOX MODULES

31. & #noiOnDemand & #noiOnDemand Campaigns have limited resources and need to use them effectively Clearly define your universes so you can find those voters in VAN/Excel TARGETING: RECAP

32. & #noiOnDemand & PREPARING YOUR VOTER CONTACT ACTIVITY: WHAT DATA SHOULD I TRACK?

33. & #noiOnDemand SCRIPTS = TEXT + CODES Hi, is this __(voter name)__? My name is ____ and I’m volunteering with ____ campaign.

34. & #noiOnDemand SCRIPT CODES

35. & #noiOnDemand PART 1: NO RESPONSE Left Message Not Home Wrong number/address Deceased Refused Inaccessible CANVASS RESULTS

36. & #noiOnDemand PART 2: CONVERSATION Support Score, 1-5 Will vote (Y/N/M) How (Early/VBM/EDay) Volunteer (Y/N/M) Activist Codes SUCCESSFUL CANVASS!

37. & #noiOnDemand USING EXCEL?

38. & #noiOnDemand & #noiOnDemand Define what you need to know for your program. Standardize, standardize, standardize! Toolbox: –Excel List-Cleaning TRACKING DATA: RECAP

39. & #noiOnDemand & CHOOSING METRICS AND MEASURING PROGRESS

40. & #noiOnDemand WHAT’S A METRIC?

41. & #noiOnDemand WHAT’S A METRIC? A metric is anything you can measure! Toolbox: –Campaigning to Engage and Win: A Guide to Leading Electoral Campaigns

42. & #noiOnDemand METRIC TYPEQuestion INPUTAre we doing the work we set out to do? OUTPUTIs the work producing the anticipated effect? GOALAre we on track to meet our goals? METRICS ANSWER 3 QUESTIONS

43. & #noiOnDemand SOFT REPORTING Organizers and volunteers self-report Quick allocation of resources Day-to-day accountability Narrative feedback from the front lines HARD REPORTING Results attached to names (volunteers, supporters, donors, registrants) Long term strategic resource allocation Verify soft reporting, increased accountability COLLECT DATA

44. & #noiOnDemand SOFT REPORTING COLLECT DATA Fast Accountability

45. & #noiOnDemand SOFT REPORTING Organizers and volunteers self-report Quick allocation of resources Day-to-day accountability Narrative feedback from the front lines HARD REPORTING Results attached to names (volunteers, supporters, donors, registrants) Long term strategic resource allocation Verify soft reporting, increased accountability COLLECT DATA

46. & #noiOnDemand HARD REPORTING COLLECT DATA Have to do data entry Allows for deeper analysis

47. & #noiOnDemand MetricPossible Outcome Contact Rate (low) Can we canvass at a different time? Can we split our universe into juniors and seniors? Program Volume (low) Who isn’t pulling their numbers? Do they need more training or resources? Output (low) Are we getting the IDs we expected given our volume of work? Can we change the message to resonate better with voters? MORE DATA = BETTER CONCLUSIONS

48. & #noiOnDemand & #noiOnDemand The more you know, the more you can proactively make decisions to keep your campaign on track METRICS: RECAP

49. & #noiOnDemand AGENDA The Problem: Messy Data Building a Targeted Voter Contact List Preparing Your Voter Contact Activity: What Data do I track? Choosing Metrics and Measuring Progress Q&A

50. & #noiOnDemand & #noiOnDemand THAT’S ALL, FOLKS!

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

52. & #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?

53. & #noiOnDemand Evaluation