Meeting with Decision Makers

•Victories!•Clear establishment of your power!•Exciting activities for your members!•Build a relationship and trust!•Develop leadership skills of members!•Build the PTA name and brand!

What do you gain from meeting regularly decision makers?

A Meeting with Decision Maker

IS:•One tactic in your overall campaign strategy.•An opportunity to display your organizational power.

IS NOT:•A lobby visit.•A media event with a Representative who supports your positions.

Step 1: Identify the Primary Target

• Who can give us what we want?• Always a person, never a committee,

legislature, board.

Step 2: Decide if you need a Secondary Target

• A roundabout way to pressure the primary target.

• Must satisfy both: someone you have more power over than the target AND someone who can make your target do what you want.

Steps to Planning a Meeting

• Prepare for the meeting.• Plan the meeting itself.• Have a fallback plan.• Follow up.

Prepare

• Get an appointment.• Analyze your power.• Select, invite and prepare attendees.• Consider inviting press.

Prepare

• Case the place.• Rehearse.• Have your facts right.• Showcase your power.

Key Roles to Fill

Spokesperson and exit signal.Supporting lines.Two organizers – one in front and one in back.Note taker to identify:

ConcessionsRefusalsQuotable quotes

The Meeting

• Set the tone.• Get outside the experience of your target.• Stay within the experience of your members.• Be aware that your target is also trying to get

you outside of your experience.

The Fallback

• Agreed upon in advance.• Consists of two parts:

– What to do when the target doesn’t show up.– What to do when the target says no.

The Fallback for “NO SHOW”

• Based on your prior agreement you might:– Find out where they went

• (bathroom?).• Announce that you will sit and wait if possible.

– Reschedule or meet with a staff person (or both).

The Fallback for “NO”

Keep pushing:“Don’t you have the authority to make this decision?”We would like to send our members a statement, can you put this in writing before we leave.”

When no means no:Will you accept less?What exactly is acceptable?

If No Means No

• There was a miscalculation – the group either:– Asked for too much given the amount of real

power they haveOR– Did not make its power explicit

• Now the group must come up with new demands, more power, or both.

The Follow Up

• Meet quickly outside.• Put agreements or refusals in writing.• Celebrate!• Hold a formal debrief.

Activity

Questions?

For more information contact:Lee Ann J. Kendrick, Regional Advocacy Specialist

(571) 329-9365lkendrick@pta.org

PTA.org