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Advocacy Meeting ‘How-To’ 
EXPECTATIONS 
• You will most likely meet with staff members of elected officials, rather 
than the elected officials themselves. If the official attends, that’s a bonus! 
• Meetings may end up being very short or taking place in the hallway rather 
than in an office. If this happens, don’t worry! The meeting is still valuable. 
• Keep in mind that many staffers are young. They are usually very bright, 
hard-working individuals who want to make a difference. 
• Depending upon the size of your group, you may not get to share all of 
your talking points. That is ok, just focus on the issue area most important 
to you. 
DOs and DON’Ts 
• DO be friendly and personable. 
• DON’T assume the person you are talking with already knows about open 
access, open data or open educational resources. You may need to 
educate them – don’t be afraid to ask if they’d like you to start with some 
quick background on the issue. 
• DON’T express disappointment if the elected official does not join the 
meeting. 
• DON’T use a lot of jargon. Speak in plain language that most people can 
understand. 
IMPORTANT QUESTIONS TO BE SURE TO ANSWER IN YOUR 
MEETING 
1. Who are you, and what constituency do you represent? 
2. What do you want to educate them about? 
3. Why is this relevant to the official’s constituents/work? 
4. What is the impact on real people?
MEETING STRUCTURE 
• Meeting leader introduces group, hands over white folder, and briefly 
explains purpose of meeting. 
• Each person quickly introduces him/herself: your name, what city/state 
(or country), what institution/organization you are with, and your area 
of research/focus. 
• Meeting leader provides overview of OpenCon, and briefly explains 
Open Access, Open Data and Open Educational Resources. 
• Begin conversation portion – 
o Why ‘open’ is important to your work? 
o How has ‘open’ played into your work? 
o Why should the government promote and invest in ‘open’? 
• Ask the person questions – see sheet in folder for some suggested 
questions if you are having a hard time with your own. 
• Meeting leader thanks the person and asks if there is any additional 
information we can provide. 
*** BE SURE TO FILL OUT MEETING EVALUATION FORMS *** 
SOCIAL MEDIA 
TWEET about your DC experience! Make sure to “mention” the elected 
officials whose staff you meet, and be sure to use #OpenCon2014 and 
#openaccess, #oer and/or #opendata. 
If an elected official happens to join your meeting, politely ask if it is possible 
to take a picture before you leave and be sure to tweet it! (Don’t ask for a 
picture if the meeting is with staff only)

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OpenCon 2014 Meeting Structure "How-To"

  • 1. Advocacy Meeting ‘How-To’ EXPECTATIONS • You will most likely meet with staff members of elected officials, rather than the elected officials themselves. If the official attends, that’s a bonus! • Meetings may end up being very short or taking place in the hallway rather than in an office. If this happens, don’t worry! The meeting is still valuable. • Keep in mind that many staffers are young. They are usually very bright, hard-working individuals who want to make a difference. • Depending upon the size of your group, you may not get to share all of your talking points. That is ok, just focus on the issue area most important to you. DOs and DON’Ts • DO be friendly and personable. • DON’T assume the person you are talking with already knows about open access, open data or open educational resources. You may need to educate them – don’t be afraid to ask if they’d like you to start with some quick background on the issue. • DON’T express disappointment if the elected official does not join the meeting. • DON’T use a lot of jargon. Speak in plain language that most people can understand. IMPORTANT QUESTIONS TO BE SURE TO ANSWER IN YOUR MEETING 1. Who are you, and what constituency do you represent? 2. What do you want to educate them about? 3. Why is this relevant to the official’s constituents/work? 4. What is the impact on real people?
  • 2. MEETING STRUCTURE • Meeting leader introduces group, hands over white folder, and briefly explains purpose of meeting. • Each person quickly introduces him/herself: your name, what city/state (or country), what institution/organization you are with, and your area of research/focus. • Meeting leader provides overview of OpenCon, and briefly explains Open Access, Open Data and Open Educational Resources. • Begin conversation portion – o Why ‘open’ is important to your work? o How has ‘open’ played into your work? o Why should the government promote and invest in ‘open’? • Ask the person questions – see sheet in folder for some suggested questions if you are having a hard time with your own. • Meeting leader thanks the person and asks if there is any additional information we can provide. *** BE SURE TO FILL OUT MEETING EVALUATION FORMS *** SOCIAL MEDIA TWEET about your DC experience! Make sure to “mention” the elected officials whose staff you meet, and be sure to use #OpenCon2014 and #openaccess, #oer and/or #opendata. If an elected official happens to join your meeting, politely ask if it is possible to take a picture before you leave and be sure to tweet it! (Don’t ask for a picture if the meeting is with staff only)