1. CCLU: Conference Logistics with Susan Higgins, Ashley Hunt-Martorano and Ricky Bradley Please announce yourself and where you are joining us from today.

2. Before we get started 1. 201-479-4595 code 275-79-270# 2. Lesson is being recorded. 3. We will stop for questions. 4. Mute/unmute (*1 or mic). 5. Chat questions. 6. Headphone/headset prevents feedback.

3. Ashley Hunt-Martorano Director of Marketing & Events

4. Susan Higgins Membership Relations Coordinator

5. Ricky Bradley Regional Coordinator and IT

6. Where we’ve been* 101 – Congress, lobbying and relationships 201 - Lobby Prep: Research, roles & practice 301 - Meeting flow and important elements 401 - Difficult situations and advanced skills * community.citizensclimatelobby.org/cclu/

7. Agenda 1. Pre-conference material 2. At the conference 3. Conference agenda and logistics 4. Submitting meeting notes

8. Pre-conference materials Thursday, June 18 th email: You should print and bring the schedule, bios, and meeting plans with you. o Lobbying schedule o MOC bios o Meetings plans* * If available

9. What to do with the email? Email Do’s: o Star, mark important o Save it o Print it o Check your SPAM o Take photos o VERIFY BLDG/OFFICE Don’ts: o Delete it o Archive it

11. How schedules are made 800 volunteers into 535 meetings Program gives preference to: 1. Liaison 2. Constituents 3. State residents Other considerations: meeting leads, meeting size

12. Example Schedule

14. Congressional biographies

15. What’s on the biographies? 1.Biographical data: when elected, next election, % of vote in last election, schools attended, background, career, interest, religion and what we can appreciate him/her for. 2.Congressional record: votes on relevant bills, positions taken on climate/energy, jobs/debt and national security, and committees. 3.District/State data: demographics, major industry and employers, major donors and the positions of the major industries, employers and donors on climate change and carbon pricing.

16. Sample Meeting Plan

17. At the conference

19. Conference Folder Conference Program Four Asks Meeting Minutes Form Conference Survey Fundraising Booklet Carbon Pricing Bills Supporting Asks Action Logic Bad vs Better Answers Encyclical

20. Agenda 1. Pre-conference material 2. At the conference 3. Conference agenda and logistics 4. Post lobby day

21. We always start on time, so come early. Conference Schedule Sunday

22. Conference Schedule Monday

24. At the conference

25. Conference Schedule Monday

26. Conference Schedule Tues-Wed

27. Getting to the Hill

29. Hotel and Public Transportation Omni Shoreham 2500 Calvert Street NW Washington, DC 20008 Phone: 202-234-0700 One block from the Woodley Park stop on the Metro’s Red Line. Get a Metro Card but do not wait until Tuesday morning to get one!

30. Brief debrief 1.Move away from the door. 2.Explain the debrief. 3.Read the notes. 4.Review the “important things to capture.” 5.Add missing info. 6.Confirm follow up.

31. Important things to debrief

32. Meeting Minutes Form

33. Submitting the notes 1.Copy your notes onto the carbonless Meeting Minutes form provided, making sure to answer all the questions at the bottom. 2.The Note Taker or Meeting Lead should give the top (white) copy to a designated CCL staff or intern within the day. 3.The Note Taker should keep the bottom (yellow) copy for same-day online submission.

34. Questions??? *1 to unmute yourself, click the mic symbol next to your name or type your questions in the chat window. Previous lessons are on CCL Community. Select the CCLU menu item at the top and scroll down until you find the lobbying lessons.