Sonoma Canvassing Lead Guide

Phone Banking

Sonoma Canvasser Guide

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Phone Banking

What does it take to lead phone banking?

Checklist

Who do you have for support?

You can reach out to

@Matthew Zirbel⁠

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

@Matthew Zirbel⁠

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

Taking attendance

Managing group chats

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

the calendar⁠

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

@Antonelle Racelis⁠

know the date and time frame you’d like to host your event and she’ll include it in

the calendar⁠

⁠

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

Voter outreach guide⁠

to anyone who hasn’t gone through a training

A couple days before the event

Make sure everyone’s familiar with the

voter outreach guide⁠

⁠

Get a link to the phone call list and zoom meeting from Curtis

A day before the event

Send out the

Phone Banking Setup Guide⁠

⁠

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

this briefing⁠

with them to get them ready

Some people probably will need help getting set up with the

Phone Banking Setup Guide⁠

, 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

@Antonelle Racelis⁠

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

post shift lead form⁠

. Be sure to include any conversation notes you hear from your volunteers

If you have any additional thoughts on the process, reach out to

@Matthew Zirbel⁠

or Michelle

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