best practices in volunteer recruitment and training

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BEST PRACTICES IN VOLUNTEER RECRUITMENT

AND TRAININGPresented by:

Nancy Leeds, Democratic Consultant & Blogger

Facilitated by: Hope Wood, NOI

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INTRODUCTIONS

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Me & You

Norms

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FOLLOWING THE LAWELECTIONS.NEWORGANIZING.COM

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FOLLOWING THE LAW

WWW.AFJ.ORG

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Presenter:

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Nancy Leeds

Operative/Consultant/Blogger

CampaignSick

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OBJECTIVE

To learn and master the attitudes and practices that lead to a successful volunteer field operation.

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AGENDA

IntroductionVolunteer RecruitmentPreparing For Your VolunteersVolunteer Training Upkeep and Recommitment

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The What And Why of Volunteer Recruitment…It’s about empowering peopleIt can help us multiply our capacityIt is an art and a scienceInvest in your volunteers early

INTRODUCTION

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“Everyone is a potential volunteer.”• Everywhere• Community Events• Your “Ones”• Lists in VoteBuilder• Other Volunteers and Activists

WHERE SHOULD I LOOK?

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• Have a plan• Be specific• Know your audience• Create a sense of

urgency• Be Persistent

WHAT SHOULD I SAY?

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ANATOMY OF AN ASK

We really need you to come in because you’re so good at talking to people. How is Weds morning instead?

“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?”

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THE 4 C’S OF RECRUITMENT

•Connection•Context•Commitment•Catapult

http://neworganizing.com/content/toolbox/getting-commitments

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• 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

CONFIRMATION CALLS

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BE PREPARED!!!

It’s the best way to make your vols feel valued!

• Always have more than enough walk/call packets on hand

• Your office should be like a kindergarten classroom

• Know who you’re expecting

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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

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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

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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

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UPKEEP AND CHECK OUT

• Check In with your vols• Create team cohesion• Praise in public,

correct in private• Debrief• Look It Over• Reschedule• Thank

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Recruitment Cycle

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Organizing Teams

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Interdependent Leadership(aka the Snowflake Model)

http://neworganizing.com/content/toolbox/building-teams

Interdependent Leadership

(aka the Snowflake Model)

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QUESTIONS?

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Nancy Leeds

Email: campaignsick@gmail.com

Blogs: campaignsick.blogspot.com &

campaignsick.tumblr.com

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ONE IMPORTANT THOUGHT

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Evaluation & Wrap Up

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WHAT’S NEXT: THIS WEEK

Using New Media to Tell the Story - Thu, Aug 16, 2012 at 1:00 PM EDTHow to use New Media to construct a narrative and history for your campaign.

Email Campaigning - Fri, Aug 17, 2012 at 1:00 PM EDTThe 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.

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WHAT’S NEXT: NEXT WEEKVoter Contact Week - August 20-24• Voter Contact - Mon, Aug 20, 2012 at 1:00 PM

EDT  - The advantages of running a direct voter contact program, and the basics of how to get started on voter contact.

• Vote Goals and Targeting - Tue, Aug 21, 2012 at 1:00 PM EDT  - 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 strategies for integrating your online program with your field program.

• Online Ads - Fri, Aug 24, 2012 at 1:00 PM EDT - Discuss how to strategically use Facebook and Google ads effectively and

inexpensively for your campaign. 

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WWW.NEWORGANIZING.COM/TOOLBOX