What does it take to lead phone banking?
Checklist
Who do you have for support?
You can reach out to or Michelle for any general support and guidance If you have any questions about the outreach guide, reach out to Matthew or Curtis
If you need help organizing carpools, reach out to Carla Cabral
If you need any specific tech help, reach out to or Alex Taylor It’s not supposed to be hard to lead a canvassing section! Thank you so much for helping out. This doc will hopefully answer most of your questions and walk you through the process. It’s meant as a guide to help, so don’t be afraid to think outside the box!
Before
Summary of Key Responsibilities for Leads
Confirming Zoom link/time for meeting Let Antonelle know for the calendar Tell everyone in your group chat, ideally at least a couple days in advance Setting up CallHub or VAN Get phone lists from Curtis, but it is the leads responsibility to request them Doing the briefing and delivering key instructions/training Adding new people who can commit to most weeks going forward Adding new people to main Yes on J chats as well A week or so before the event
Take a look at for the next week, and find the date and time you’d like to lead a session There’s a couple people in DxE to reach out to: Let know the date and time frame you’d like to host your event and she’ll include it in Recommended: Make a signal chat and let Antonelle know to include the invite link in the calendar event If you want to use ARC, ask Kitty whether it’s available and to coordinate keys For remote sessions, Curtis has a zoom account and will set up a meeting for you Then, invite some people! We’re trying not to reach out to the same people too much but it’s ok if some people have already been invited to a different event Send out the to anyone who hasn’t gone through a training A couple days before the event
Make sure everyone’s familiar with the Get a link to the phone call list and zoom meeting from Curtis A day before the event
Be sure to confirm the day before or the day of with everyone who says they’re coming. People will often flake if they aren’t DM’d with a reminder of the event the next day During
Start with an inspiring speech about Measure J, what we’re doing and why Role play at least one conversation, preferably two Create a breakout room while you teach the new people, so that the experienced people can stay in the zoom without being disrupted. Then create breakout rooms for any pairs People who are up to speed can get right to phone banking Make sure everyone who isn’t ramped up on outreach has read through the Voter outreach guide. Additionally, walk through with them to get them ready Some people probably will need help getting set up with the , so walk them through it For anyone who doesn’t have enough experience, assign them a buddy to shadow for a couple interactions, then have their buddy shadow them. They should be able to go over their interactions and improve Take attendance on ADB or relay attendees first and last name to Matthew to take attendance Write the event name as ‘CEFF’ ie “CEFF Phonebanking” and put type as ‘outreach’ event To get access to ADB if planning on hosting multiple events, please contact Debrief
Talk to everyone who came, hear about how it went and what conversations did well and what did badly. It’s important that everyone feels good and supported, and that even negative experiences are contextualized in a positive framing around the door knocking event Invite people to upcoming events After
Only you have to fill out the . Be sure to include any conversation notes you hear from your volunteers If you have any additional thoughts on the process, reach out to or Michelle
Phone Banking