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More notes from RootsCampDC...
(There were two sets of notes for this session.)
Better Field Ops
How to stop opretives from fudging reporting data
Paid Vs. Volunteer
Volunteers out perform
Volunteer retention
make it fun and social
think beyond election day
set goals and track results
treat volunteers well- thank you notes, volunteer appreciation nights
creating leaders out of volunteers- more responsibility, more ownership
give volunteers a title and a job
give them access to someone to answer questions
have candidate do the same job, ie make calls, knock on doors
sign up volunteers for the next thing after the event they just did
visual aids that allow people to see what needs to be done and sign up
call people that night to blow you off that night. Ask them what happened
have the same person call build a relationship
friendly competitions between organizers
interview volunteers to find what is best for them
train
make sure the materials are good- walk lists, phone scripts, etc.
ask for feedback
Recruit volunteers
Cold call strong democrats
hard ask- give them time and date
make them say no at least three times before letting go
if no hard commit then get a soft commit- pencil them in
follow up- let them know you remember
call night before, and morning of
emails reminders as well
Fudging reporting data
Palm pilots v. paper
Double checking results
Need to provide expectations during training
Managers need to be diligent
Paid v. volunteer
Vol. Retention/ Attention
Make volunteering fun
Think beyond Election Day
Keep up momentum
Buy-in from local/state parties helps with volunteers
Treat them well
i. Systemized thank you
Assign specific duties
Give ‘volunteer titles’
Provide Access to campaign staff
i. Tell ‘big picture’
ii. Protect volunteers from other demands and other campaigns
iii. Senior staff should join volunteers on walks, phones, etc.
Stipends/housing/etc
Good volunteer timeline
i. Cold call strong Ds
ii. Make hard ask: time, date, goal, make 3-no’s
iii. Follow-up:
1. night before
2. morning of
3. Let volunteers know they are important enough to warrant follow-up call
4. Email reminder
iv. Next ask: sign up for next volunteer at end of night before leave
v. Publicly thank volunteers
1. Wall of thanks
2. Wall of schedule
3. Physical reminder of commitment
Volunteers should work same list/turf
Build relationship with volunteers to leverage them later
Scoring system for volunteers
i. Public accountability
ii. But do not punish people
1. Use merit system
2. Not a demerit system
iii. Foster friendly competition between organizers
Use public (Google) calendar
Common mistakes
Assuming what people want to do
Under-utilizing volunteers
Giving volunteers duties they like
Not asking enough
Recording commitments (get on paper)
Letting people leave without future commitment
Use good, targeted material – one size does not fit all
Incomplete walk list is insult to volunteers
Script with typos
Bad maps
SOLVE with a debrief
i. Get feedback
ii. Make volunteers feel valuable
iii. Do what it takes to fix the problems
Debrief in groups
One on ones will take time
Groups can counter-act complaints
Watch for volunteer infection
Paratroopers
Are often there to help, not take over
Those that are there to take over, give them to other organizers to work with
Talk to them before they arrive
"15 commandments for effective field organizing"
Desperate need for early comprehensive training
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