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a basic step by step on fundamentals of door-to-door and phone banking.
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PHONESD2D
Making Your Door-to-Door & Phone Bank
Campaigns Effective
Defining the purpose
• Voter ID• Voter Registration• Advocacy
– Candidate– Issue
• Mobilization
DOOR – TO – DOOR or PHONE BANKS?
• Volunteer Recruitment• Absentee Chase and
Early Voting Calls• Defense• Internal
Communications• GOTV• Peer to Peer Coalition
Voter ID
• Party affiliation;• Likelihood to vote;• Decision making issue;• Favorability on a candidate
or legislation;• Socio-economic profile.
Absentee and Early Voting
• Absentee Ballot Requests
• Absentee Ballot Follow up
• Early Voting Reminders
Advocacy
• Targeted voters;• Targeted message;• Call to action;• Gets the candidate out
and talking.
Volunteers
The Add on…• Recruiting Phoners• Recruiting Walkers• Recruiting Volunteer
Captains• Recruiting for Parades,
Fairs, Events• Other?
Internal Communications(Mainly Phones)
Volunteer to volunteer contact:• Events;• Fundraisers;• Trainings;• Upcoming volunteer
opportunities.
GOTV
• Go vote!• Go vote here…• Go vote at this time…• Go vote until I tell you
to stop!
Volunteer Profile
• Friendly• Clear spoken• Reliable• Self motivated• Presentable• Physically able to
do job
• Friendly• Clear spoken• Reliable• Task oriented• No auditory
challenges
TRAINED!!!
Logistics• Location
– Proximity to Volunteers– Parking– Safety– Atmosphere of activity– Cleanliness– Mistaking good visibility for a good
location• Staff• Phones: hard line vs. mobile• Check-in, seating charts, traffic flow• Briefing and volunteer training• Break area and refreshments• Repeat volunteers
Required Materials
• Walking Lists– Font size– Easy to mark and track– Easy to read
• Reviewed Maps• Vehicles• Clipboards• Handout• Back-pack, bag, etc.• Cell phone• Apparel/identifiers
• Scripts– Do Volunteers
understand them?– Do targeted voters
understand them?– Do they do the job?
• Pens, rulers, etc• Safety Materials:
– Cell Phone– Flashlights– Emergency number list
Metrics• Calls per hour
– Total Dials vs Completion– ID– Voter Reg– Volunteer Recruitment
• Doors per hour– Total Knocks vs Completion– ID– Voter Reg– Advocacy
Factors affecting completions: Regional accents, age, script, list, etc.
Follow Up Reporting
• Who will input new data?• When will it be done?• Successful?
– # of doors knocked on– # of voters registered– # of completed ID’s– Other?
• Is follow up voter contact required?
Maximizing D2D Efforts