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BEST PRACTICES IN
VOLUNTEER RECRUITMENT
AND TRAINING
Presented by:
Nancy Leeds, Democratic Consultant &
Blogger
Facilitated by: Hope Wood, NOI
INTRODUCTIONS
NOI On Demand
Me & You
Norms
FOLLOWING THE LAW
ELECTIONS.NEWORGANIZING.COM
FOLLOWING THE LAW
WWW.AFJ.ORG
Presenter:
Nancy Leeds
Operative/Consultant/Blogger
CampaignSick
OBJECTIVE
To learn and master the attitudes and
practices that lead to a successful
volunteer field operation.
AGENDA
Introduction
Volunteer Recruitment
Preparing For Your Volunteers
Volunteer Training
Upkeep and Recommitment
INTRODUCTION
The What And Why of Volunteer
Recruitment…
It’s about empowering people
It can help us multiply our capacity
It is an art and a science
Invest in your volunteers early
WHERE SHOULD I LOOK?
“Everyone is a potential volunteer.”
• Everywhere
• Community Events
• Your “Ones”
• Lists in VoteBuilder
• Other Volunteers and Activists
WHAT SHOULD I SAY?
•
•
•
•
Have a plan
Be specific
Know your audience
Create a sense of
urgency
• Be Persistent
ANATOMY OF AN ASK
“As you know, election day is less than 80 days
away. Next week marks the anniversary of our city’s
successful recycling system-the very system that
Prop. A would repeal. We’re talking to San
Franciscans who have lived with this system all their
lives to make sure they know about Prop A and how
important it is to preserve our city’s green future.
Can you join us for a senior to senior phone bank in
our office this Monday at 10 am?”
We really need you to come in because you’re so
good at talking to people. How is Weds morning
instead?
THE 4 C’S OF RECRUITMENT
•Connection
•Context
•Commitment
•Catapult
http://neworganizing.com/content/toolbox/getting-commitments
CONFIRMATION CALLS
• Always Recruit 30% more
vols than you need
• Getting in an extra touch
• Should be attempted 3x,
starting the night before
• Leave message on last
attempt
• Include relevant details
BE PREPARED!!!
• Always have more
than enough
walk/call packets on
hand
• Your office should be
like a kindergarten
classroom
• Know who you’re
expecting
e.g. PREPARING FOR A PHONE BANK
•
•
•
•
•
•
•
•
•
•
List of vols expected
Sign-In Sheets
Scripts
Talking Points
Copy of the Codes
Call Sheets
Tally Sheets
Do’s and Don’ts
Snacks/Water
Confirmation Forms
TRAINING IS AN INVESTMENT
• Do not rush your trainings
• Schedule vols for shifts
• People will take on more
responsibility if they feel
supported
• Empower experienced vols to
train and support others
• You’re setting an example for
your future team leaders
A GOOD TRAINING…
• Begins and ends with “Thank
You”
• Explains the purpose of the
activity
• Sets Goals and Expectations
• Goes through the relevant
materials
• Gives the volunteer and
opportunity to role play and
ask questions
UPKEEP AND CHECK OUT
• Check In with your
vols
• Create team cohesion
• Praise in public,
correct in private
• Debrief
• Look It Over
• Reschedule
• Thank
Recruitment Cycle
Organizing Teams
Interdependent
Interdependent Leadership
Leadership
(aka the Snowflake Model)
(aka the
Snowflake
Model)
http://neworganizing.com/content/toolbox/building-teams
QUESTIONS?
Nancy Leeds
Email: campaignsick@gmail.com
Blogs: campaignsick.blogspot.com
&
campaignsick.tumblr.com
ONE
IMPORTANT
THOUGHT
Evaluation & Wrap Up
WHAT’S NEXT: THIS WEEK
Using New Media to Tell the Story - Thu, Aug 16, 2012 at
1:00 PM EDT How to use New Media to construct a
narrative and history for your campaign.
Email Campaigning - Fri, Aug 17, 2012 at 1:00 PM
EDT The use of email in campaigns, review strategies
and best practices for writing effective emails, and tips
and a checklist for making your email program a
success.
WHAT’S NEXT: NEXT WEEK
Voter Contact Week - August 20-24
•
Voter Contact - Mon, Aug 20, 2012 at 1:00 PM EDT - The
•
Vote Goals and Targeting - Tue, Aug 21, 2012 at 1:00 PM EDT -
advantages of running a direct voter contact program, and the basics
of how to get started on voter contact.
We'll discuss how to use historical data to set vote or program goals,
and cover the basics of voter targeting for persuasion or GOTV.
•
Phonebanking and Canvassing - Wed, Aug 22, 2012 at 1:00 PM
EDT - We'll do a deeper dive into the specifics of running a phonebank
or canvassing program.
•
Online to Offline - Thu, Aug 23, 2012 at 1:00 PM EDT - Review
•
Online Ads - Fri, Aug 24, 2012 at 1:00 PM EDT - Discuss how to
strategies for integrating your online program with your field program.
strategically use Facebook and Google ads effectively and
inexpensively for your campaign.
WWW.NEWORGANIZING.COM/TOOLB
OX