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PHONES D2D Making Your Door-to-Door & Phone Bank Campaigns Effective

Combined Phone & D2 D

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a basic step by step on fundamentals of door-to-door and phone banking.

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Page 1: Combined Phone & D2 D

PHONESD2D

Making Your Door-to-Door & Phone Bank

Campaigns Effective

Page 2: Combined Phone & D2 D

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

Page 3: Combined Phone & D2 D

Voter ID

• Party affiliation;• Likelihood to vote;• Decision making issue;• Favorability on a candidate

or legislation;• Socio-economic profile.

Page 4: Combined Phone & D2 D

Absentee and Early Voting

• Absentee Ballot Requests

• Absentee Ballot Follow up

• Early Voting Reminders

Page 5: Combined Phone & D2 D

Advocacy

• Targeted voters;• Targeted message;• Call to action;• Gets the candidate out

and talking.

Page 6: Combined Phone & D2 D

Volunteers

The Add on…• Recruiting Phoners• Recruiting Walkers• Recruiting Volunteer

Captains• Recruiting for Parades,

Fairs, Events• Other?

Page 7: Combined Phone & D2 D

Internal Communications(Mainly Phones)

Volunteer to volunteer contact:• Events;• Fundraisers;• Trainings;• Upcoming volunteer

opportunities.

Page 8: Combined Phone & D2 D

GOTV

• Go vote!• Go vote here…• Go vote at this time…• Go vote until I tell you

to stop!

Page 9: Combined Phone & D2 D

Volunteer Profile

• Friendly• Clear spoken• Reliable• Self motivated• Presentable• Physically able to

do job

• Friendly• Clear spoken• Reliable• Task oriented• No auditory

challenges

TRAINED!!!

Page 10: Combined Phone & D2 D

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

Page 11: Combined Phone & D2 D

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

Page 12: Combined Phone & D2 D

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.

Page 13: Combined Phone & D2 D

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?

Page 14: Combined Phone & D2 D

Maximizing D2D Efforts