James' ideas and discussion points about the Future of the Liberal party. These were used in open conference calls with Ontario, Alberta and British Columbia during the period Nov 10 - 23, 2011.

2.  Greetings
 Introductions
 Nancy Coldham
 Don Caverley
 James Morton
 Opening by James Morton
 Open Discussion
 Questions from participants
 Roundtable style discussion
 Closing and Thanks
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3. I believe the Party must be open and
transparent
 We must be able to see who is really running
the party
 No one should be pulling the strings
 No one should silence dissent
I bring experience as a riding president,
deputy chair of the Council of Presidents, a
Federal Candidate and President of the
Ontario Bar Association
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4. A real choice between
 Big business = Conservatives
 Wishful thinking = NDP
 Finding the best ideas
 Listening to Canadians and Canadian businesses
 Studying the best practices from around the
world
 Implementing the best ideas
 Healthcare
 Retirement benefits
 Prudent financial management
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5.  Inclusion
 Welcoming to new Canadians
 Support of Seniors, Women, Aboriginals (First
Nations; Métis; Inuit)
 Canadian values are Liberal values
 Pragmatic
 The question is “What is best for Canada?”
 Not “What fits my ideology”
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6.  Wasted time hoping for a charismatic leader who
would magically bring us back to power
 Have not made best use of technology
 Have fallen behind on fundraising (3:1)
 Have not used best practices to optimize our
processes
 We now have organizational and technological
deficits
 Our competitors have full time marketing
departments
 Our competitors utilize message micro-targeting
 Our competitors have an identity and philosophy
understood by Canadians
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7.  Buildstronger Riding Associations
 Focus on Fundraising
 Update our Technology
 Use our Resources More Effectively
 Competitive Candidate Races
 Make the Council of Presidents integral
BE PROUD LIBERALS!
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8.  EDA should be at the core of the community
 Participate in local events
 Coverage in local papers
 Continueto communicate with members
 Expand membership and revenue
 Victory Fund
 Expand use of existing tools
 Liberalist
 Liberal University
 Improve Party support and resources
available to the EDA
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9.  Time for an elected National Fundraising
Chair, with a seat on the board
 Increase the fundraising base
 Maximize local, provincial and national
efforts
 More effective, coordinated work with
professional and volunteer staff
We must always be ready for the next election!
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10.  Update our technology
 Update our business processes
 Optimize use of limited resources
 Extend use of tools like
 Liberalist
 Email and phone blast tools
 Riding websites
 Candidate websites
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11.  Money is down
 Professional staff is reduced
 Make better use of constrained resources
 Liberal University – online training – is a good
start
 Liberalist – our central information store
 Liberal.ca – new social media capabilities
 Build a Talent Bank of our skilled Liberals
 Skill sets, volunteer interests and needs
 Consolidate multiple databases using better
Business Intelligence and Reporting
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12.  Local candidates drive better teams and
improved fundraising
 EDA’s should elect candidates
 Limit or eliminate appointments, even for
“stars”
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13.  CoP should be an effective way to channel
EDA objectives to National Board
 CoP should be an integral part of policy and
review process, providing input to the board
 The CoP should not be a place for the Party
President to simply give direction
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14.  Let’s
open the call and talk together
 What are your ideas?
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15.  Talk is cheap! What can we do next?
 Get involved with your EDA
 Attend the Biennial Convention
 Determine which executive candidate will
best reflect your ideas for the party
 Support James Morton for VP, English
 If you have not already, join the Victory Fund
Be a Proud Liberal
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16.  Thank you for participating
 The ideas discussed in this call have been
recorded and may become a part of James’
campaign
 Contact James at www.jamesforvp.ca
 Donate at www.jamesforvp.ca
 Renew your membership
 Become a part of the Victory Fund
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