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WTS Toolkit v17 - RoadMap Consulting · PDF file Protecting!Against!Opposition!Attacks!|! !! 6! About!RoadMap!! RoadMap!is!a!national!network!of!seasoned!organizational!development!consultants

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    Weathering!the!Storms! A!Toolkit!on!Protecting!Your!Organization!

    Against!Opposition!Attacks! April!2017!

  • Protecting!Against!Opposition!Attacks!|!roadmapconsulting.org! !

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    Table&of&Contents& Welcome&................................................................................................................................&4!

    Introduction&and&Purpose&.................................................................................................................&4! Acknowledgments&............................................................................................................................&5! About&RoadMap&...............................................................................................................................&6!

    Section&1:&Getting&and&Keeping&Your&House&in&Order&..............................................................&7! Getting&and&Keeping&Your&House&in&Order:&Our&Top&12&......................................................................&8! A&Guide&to&Getting&and&Keeping&your&House&in&Order&.......................................................................&9! Working&with&Funder&Allies&.............................................................................................................&23! Best&Practices&for&an&Ethical&Organization&.......................................................................................&26! Super&Prepared&Organization&Sample&Crisis&Management&Plan&.......................................................&28!

    Section&2:&Crisis&Communications&..........................................................................................&31! Introduction&...................................................................................................................................&32! Crisis&Communications&Strategy&Plan&..............................................................................................&32! Crisis&Communications&Risk&Assessment&Tool&..................................................................................&35! Crisis&Communications&Knowledge&Checklist&...................................................................................&37! Crisis&Communications&Infrastructure&Checklist&..............................................................................&38! Sample&Crisis&Communications&Plan:&Civic&Engagement&Scenarios&...................................................&42! Sample&Social&Media&Policy&.............................................................................................................&45!

    Section&3:&Key&Organizational&Policies&....................................................................................&47! Introduction&...................................................................................................................................&48! Sample&Compliance&Calendar&..........................................................................................................&50! Elements&of&a&Crisis&Management&Plan&...........................................................................................&51! Sample&Board&of&Directors&Minutes&................................................................................................&53! Sample&Board&of&Directors&Conflict&of&Interest&Policy&......................................................................&54! Sample&Confidentiality&Statement&..................................................................................................&58! Sample&Confidentiality&Statement&(Spanish)&...................................................................................&59! Sample&Incident&Report&Form&.........................................................................................................&60! Sample&Whistleblower&Policy&..........................................................................................................&63! Sample&Litigation&Hold&Policy&..........................................................................................................&65! Sample&Document&Retention&and&Destruction&Policy&......................................................................&68! Corporate&Attacks:&Limit&your&Risk&..................................................................................................&70! Volunteer&Screening&and&Protocol&..................................................................................................&73! Sample&Intern&&&Volunteer&Questionnaire&......................................................................................&74! Sample&of&Volunteer&Handbook&Table&of&Contents&..........................................................................&76! Sample&Confidentiality&Agreement&for&Volunteers&..........................................................................&77! Independent&Contract&definition,&checklist&and&questions&...............................................................&78!

    Section&4:&Digital&Security&......................................................................................................&81! Digital&Security&in&a&Nutshell&...........................................................................................................&82! Digital&Security&Checklists&for&Small&U.S.&NonaProfits&.......................................................................&84! Digital&Security&Readiness&Checklist&–&Baseline&IT&systems&and&practices&.........................................&87! Constitutional&Communications&Strategic&Security&Planning&.........................................................&105! Glossary&.......................................................................................................................................&121!

    Section&5:&Various&Memos,&Tools&and&Documents&................................................................&123!

  • Protecting!Against!Opposition!Attacks!|!roadmapconsulting.org! !

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    Understanding&and&Beating&Back&Opposition&Attacks&Memo&.........................................................&124! Scale&of&Organization&Data&Health&Tool&.........................................................................................&128! C3&C4&Affiliated&Organizations&Transactions&Flow&Chart&................................................................&130! Sample&Acknowledgment&of&Ban&on&Nonpartisan&Activities&(c3&only)&............................................&131! Sample&Acknowledgment&of&Ban&on&Nonpartisan&Activities&(c3,&c4)&..............................................&133! Sample&Acknowledgment&of&Ban&on&Nonpartisan&Activities&(c3&only)&(Spanish)&.............................&135! Sample&Acknowledgment&of&Ban&on&Nonpartisan&Activities&(c3,&c4)&(Spanish)&...............................&137! How&Worker&Centers&Can&Keep&501c3&Tax&Exempt&Status&.............................................................&139! Fundraising—Charitable&Solicitation&in&Multiple&States&Registration&and&Compliance&...................&144!

    Section&6:&Must&Read&Resources,&Websites&and&Email&Addresses&.........................................&147! The&Must&Read&Resource&Listing&...................................................................................................&148! Helpful&Websites&and&Contacts&.....................................................................................................&150! My&Healthy&Organization&..............................................................................................................&151!

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  • Protecting!Against!Opposition!Attacks!|!roadmapconsulting.org! !

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    Welcome! Introduction!and!Purpose!

    ! Over!the!last!few!years,!we!have!taken!note!of!the!increasing!number!of!social!change!groups!reporting! suspected!or!actual!opposition!attacks!on!their!organizations!and!campaigns.!!In!addition!to!the!highJ profile!attacks!on!Casa!de!Maryland,!LAANE,!Planned!Parenthood,!Voces!de!la!Frontera!Worker!Center! and!the!nowJdefunct!ACORN,!there!are!smaller!scale!efforts!to!interfere!with!local,!state!and!national! progressive!organizing!and!advocacy!efforts.!!Unfortunately,!these!opposition!efforts!move!from!zero!to! sixty!very!quickly!and!have!the!potential!to!neutralize!or!completely!reverse!the!reputation!and! effectiveness!of!es