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Systems for Online
Distributed Action
           Adam Ruben
Add your picture to go along with your story of self!
Planning a distributed action
      Recruitment
      Volunteer support
      Choosing technology
     Timeline for an
     action
Recruitment
Building volunteer
leadership teams
around an event
Introducing the campaign
Email recruitment
Social media presence
Tell-a-friend
Volunteer Support
  Materials and
  coaching for
  volunteer teams
Event agenda
Welcome/Intros (15)           Planning (30)
Why we have to                  (in small groups)
take action (15)                Choose tactic: rally, vigil
  1 story of self/recording     When/where?
  Reactions/discussion          How recruit?
                                Media
                                Other progressive grps
                              Report back, next
                              steps, dessert (10+)
What materials do we
need to give volunteers?
Materials center
• Organizing story (story of us and now)
Materials center
• Organizing story
• How-to and agenda
Materials center
• Organizing story
• How-to and agenda
• Skills background
Materials center
•   Organizing story
•   How-to and agenda
•   Skills background
•   Sample materials,
    press, talking pts
Materials center
• Organizing story
• How-to and agenda
• Skills
  backgrounders
• Sample materials,
  e.g. press advisory,
  talking points
• Video
Follow-up plans
• What’s the next ask?
Host Support & Coaching
• Updates
• Host support:
  emails, respond to
  them
• Vetting teams and
  events
• Conference calls
• Individual host prep
• Using lead volunteers
  to support others
Choosing Technology
    What you need to
    support your
    volunteer teams
Must-Have: Event tool
Must-Have: Event resources
 Host ground rules
 Hosts can email/
 call attendees,
 vice versa
 Materials web page
 Conference call
If Possible:
Tell people their local event
 Ability to merge
 event details for
 people’s nearest
 event into
 recruitment emails
Nice to have
 Volunteers can
 email folks from
 other events
 From-a-host
 recruitment/remind
 er emails
 Map of events
 Support hotline
Tools for networked teams
 Communication
 among volunteers
   Group & leader listservs
   Calendar, blog, photos
 Insider email stream
 Plug in new
 volunteers
 Surveys
 Call or GOTV tools
Timeline For Your Action
     Where do we start?
D-15                                      Recruitment call for past hosts,
                                          complete recruitment materials
D-14    1st host recruit                  Begin vetting
D-12                                      Hold test event for complex events
D-10    2nd host recruit                  Continue vetting
D-9                                       Complete event materials
D-8     Host logistics email              Complete vetting
D-7     1st attendee recruit
D-4                                       Host conference call
D-3     2nd attendee recruit (evite?)
D-2     Host logistics email
D-Day   Final host & attendee reminders   Complete post-event survey

D+1     Post-event survey                 Complete follow-up materials
D+2     Follow-up asks                    Survey analysis
www.neworganizing.com
      @neworganizing
Breakout session assignment
 Recruitment plan
 Volunteer support plan
 Technology for teams
 Timeline for your action

30 min plan, 30 min coaching
Please Return at…


             12:15 PM
Fun!

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Online Systems for Distributed Action Planning

Editor's Notes

  1. Story of self
  2. Think about your campaign kickoff being a distributed event.
  3. Low bar to build a list: Petition or pledge, own campaign website or something like SignOn. Student loan forgiveness, 1.1M sigs, Robert Appelbaum started Student Debt Crisis, won “Pay As You Earn” program from Obama administration.
  4. Host recruitment email, often a host kicker, can target more narrowlyAttendee invite. Evite. From-a-hostCan do host/attend, have both links or people get either version based on geography, but not ideal
  5. Good for buzz and secondary messages, not great for actually recruiting new bodies. Also good for show rates.
  6. Takes a lot of organizing but can be really useful. Also good for show rates.Call blocks
  7. Sample agenda is keyTest event for complex events—when hosts needs better talking points, when call party instructions take 30 min, or choosing questions for tricky discussionCritical value of dessert
  8. brainstorm
  9. Make this evergreen or point to existing resources like NOI’s toolbox
  10. Test event can help with thisPress materials people can customize and send are key
  11. Inspirational/storiesIssue contentSkillsRecording or live call can also be great.
  12. Host logistics emails, keep them short
  13. Ability to post events and find the nearest and sign up for a specific event, you need to be able to see all the events
  14. MaestroConference can do small groups
  15. OFA couldn’t do this in 2008
  16. Twilio/Angel --> overall concept of support corps
  17. OFA great at getting people called within a dayValue of surveys, weekly tracking pollVoting on ideas: Uservoice, Ideascale, and Google Moderator 
  18. Recap the items that you covered today
  19. Add in the exact time participants need to be back in their seats for the