1. Best Practices: Phone Banking Michelle Taube (Denmark), Rebecca Glazer (Spain), Connie Borde (France)

2. Best Practices: Phone Banking (small country committee)

3. September 2012 Oh no, we’re supposed to phone bank!  surveymonkey opt-out  phone bank script  modified one from Munich (on leadership, now on wiki)  created phone bank member list  chose phone banking time  we called together (was it legal to use the office phones?)  several callers plus a coordinator  result is hard copy that can be referred to later  changes need to be entered into the database...

4. Reflections  many people say “thank you” at the end of the call  some people call back right away  can get a bit confusing if you’re on to the next call  some people will need more help over the next week(s)  really rewarding when you hear that they’ve received ballots and voted

5. Modifications this year  some on our ExCom want to make calls on their own time  experience with that during database clean-up in January not encouraging  maybe a combination of calling together and calling alone?  might set up a dropbox (instead of emailing)  some protection for the information, but we can all access it  member verification  indicate opt-outs on the call sheet -> try to get them to opt back in to our mailings (or drop their membership...?)

6. Creating a phone bank member list  CC database coordinator downloads current member info  sort name (last name, first name)  all phone numbers  voting city, state  voting ZIP  email address, address abroad (for db verification)  sort data by voting state and ZIP  resulting list not in alphabetical order, but members who vote at the same address (families) are together

7. Make call sheets  rows high enough for notes and new information  color-code  surveymonkey opt-outs  swing states  40 pages in all for DK

8. Actual call sheet

9. color coding surveymonkey opt-out swing state (call first) db phone numbers often the same number several times but...

10. Best Practices: Phone Banking (medium-sized country committee)

11. DA Spain Phone Banking  Country membership is located in two large chapters (Barcelona and Madrid) and the rest of the country – identified as At Large  Approximately one third in each area (Madrid, Barcelona, At Large)  Barcelona and Madrid organize their volunteers to contact their own members and Spain helps to coordinate and cover At Large members  Since Madrid and Barcelona organize themselves separately they often do not do things the same way  Madrid has gathered volunteers at a single location  Barcelona sends lists to volunteers for them to call members on their own – this requires more follow-up but allows them to engage more volunteers

12. Reflections  Try to follow-up each call with an email  Serves as a written reminder of deadlines, etc.  Provides member an easy point of contact for questions and future assistance  Usually ask volunteers how many calls they are willing to make – always send them more names than they as some phone numbers do not work  Try to ask more additional help if needed  Often use phone banking to recruit additional volunteers  Coordination, support and resources from DA have been extremely useful

13. Challenges  Large student population still in database with working emails and or phones, need to confirm if they are still in Spain  Rarely indicated that they are in Spain temporarily  Sometimes stay or return to Spain after graduation  In non-Presidential elections years, more difficult to engage volunteers  Focus on importance of swing state elections  Need to develop strategy for member verification as it may be difficult to reach all members with phone banking – need more volunteers  Can use phone banking as an opportunity to engage At Large members as volunteers

14. Best Practices: Phone Banking (large country committee)

15. Useful phone banking tips or questions from the floor?