Overview Where we are at so far. Your roles How to run your Change Crew Data training.

OverviewWhere we are at so far.Your rolesHow to run your Change CrewData training

Where we are at so farStaff members spread all across the state,

with Change Crews coming together everywhere.

There will be 11 regional headquarters opened across the state.

We are competing in all 50 states, North Carolina is up there with Ohio, Florida, and Pennsylvania in terms of resources devoted to winning the state.

Our MottoRespectEmpowerInclude

Timeline

TimelineJuly 26-27: First Change Crew TrainingAugust 9-10: Second Change Crew TrainingAugust 23-24: Final Change Crew TrainingAugust 25-28: Democratic National

ConventionRecruit additional Change Crew members and

volunteers at August 28 Watch PartiesAugust 30-31: National Weekend of Action

Major canvassing and voter registration drives nationwide

TimelineOctober 10: Voter Registration deadlineOctober 16: One-Stop Early Voting beginsNovember 1: One-Stop Early Voting endsNovember 4: Election DayJanuary 20, 2009: Barack Obama sworn in as

President of the United States

Change Crew Roles

Change Crew RolesYour Role in this campaign

The Change Crews are the most important part of our field plan in the North Carolina.

If every Change Crew meets their goal, which will be laid out by your Field Organizer, we will win North Carolina for Barack Obama.

We have 621 Change Crews across the state, covering every precinct. Every crew will have a group of precinct assigned to them

Change Crew RolesYour role in this campaign

We will rely on each Change Crew to help run our field program for your turf. This includes helping run canvasses, phone banks, and voter

registration drives.Your Field Organizer is your world

They will be your point of communication for everything going on in the campaign.

Your Crew will be in communication with your FO constantly for instructions on events, getting voter contact lists, help on volunteer recruitment.

Your Change Crew Chief will meet with your FO once a week to go over the plans for the week.

Change Crew RolesChange Crew ChiefThis is the leader of your Change Crew.Will be responsible for communicating

with other members of the Change Crew about activities.

Will lead statewide activities in their turfStatewide activities will include debate

watch parties, house parties, and canvasses

Change Crew RolesChange Crew Chief, cont.Fills in any members of the Change crew

if they cannot be present for an activityDirectly responsible that all data is

collected and is turned in to their Field Organizer quickly after completion

Will work with the Field Organizer to plan when events will take place

Change Crew RolesPhone Bank Captain

This person will run 2 to 3 phone banks per week in their turf

Will assist Field Organizer in locating any additional phone bank locations

Will help recruit additional people to volunteer at other phone banks

Change Crew RolesCanvass Captain

Will run 1 to 2 canvass a week in their turf

Will assist in training canvassersWill help find canvass kickoff locations

and run these locations during canvasses.

Will help recruit additional volunteers to help your crew canvass.

Change Crew RolesVoter Registration Captain

Will run voter registration drives in their turf.

Will be responsible for collecting completed voter registration forms and returning them to their Field Organizer.

Will help recruit additional volunteers to help at voter registration events.

How to Run a Successful Change Crew

How to Run a Successful Change CrewStaying on message

You are the face of Senator Obama’s campaign, it is important to remember that at all times.

Your actions and how we interact with voters directly reflect on Senator Obama.

You will run into people who disagree with you, but we must always be respectful of others. Remember the motto—Respect, Empower, Include.

How to Run a Successful Change CrewMessage Box

BO

JM

What We SayWhat the McCain Campaign Says

ChangeHopeUnityTrust

InexperiencedFlip FlopperAll talk no actionUntestedLiberal

Continuation of George W. Bush

PatriotWar HeroExperienced

How to Run a Successful Change CrewRunning a canvassPre-PlanningFind a place that is centrally located to the area you

will be canvassing and to start your canvass from.Get approval to start from the location that has

been decided on.Create an event for your canvass on MyBO—your

FO can tell you more about this.Get current walk packets and maps from your FO.

How to Run a Successful Change CrewPre-Planning

Help create canvass packets for all volunteers These should include the walk list, a map of the area,

directions from the meeting locations to the canvass area, a script, canvass instructions, and voter registration forms

Ensuring that all canvassers have a way to get to their canvass location Some people may need to canvass nearby if they do not have

a car

Make sure to have clipboards, pens, and some water ready for canvassers

How to Run a Successful Change CrewRunning a canvassTrain all canvassers before they start

Go over all the content of the canvass packetA couple things to remind people of:

Making sure all contacts they make are properly marked

NO literature can be left in mailboxes Explain how the code system works Have a quick discussion on what to say while

talking to people, recruiting volunteers, etc.

How to Run a Successful Change CrewRunning a canvass

Collect cell phone numbers from all of the canvassers.

Set a time for the canvassers to come back and return their data.Have all canvass data returned on the same

day, having walk packets returned at a later date should be highly discouraged.

How to Run a Successful Change CrewRunning a canvass

Arrange with your Field Organizer how data will be returned.

Quick turn around on getting data entered is very important—good data is essential for everything that we are doing in the state,

When you finish up your canvass, invite people back for another canvass.

How to Run a Successful Change CrewRunning a phone bank

Talk to your field organizer about possible phone bank locationsMany phone banks can be run right out of the

office, but we will need additional locations as well.

Ideal phone banking locations are law firms, local businesses, or other locations with multiple land line. We also can run cell phone banks out of homes.

You know the people in your communities and what locations will work best


Make sure there is somebody scheduled at all times to run the phone bank, this should usually be the Phone Bank captain One person should be responsible for the key to your

phone bank locationTalk to your FO about how you are calling

people from your phone bank Does the location have internet with computers we

can use? If yes, we can do an online phone bank If computers are not available, arrange for paper list

to be prepared for the phone bank


Get call packets ready if calling off a paper list. These should include the calling list, a script, and calling instructions.

All volunteers must be trained before they start calling Talk to them about how a typical call should go, what

sort of information we are looking to obtain from the call, who it is that we are calling, and how to properly code each conversation.

Make sure that volunteers know what is going on in the area. If they talk to somebody on the phone who wants to volunteer, they should be able to plug them in.


While volunteers are making calls, you should be available to answer any questions they have. Making the volunteers comfortable and happy will

get them back.When somebody is done, collect their call

sheets. If you arranged with your FO that you would enter

the data, make sure to do it that night. If you arranged that you would return the data

How to Run a Successful Change CrewRunning a Voter Registration driveRegistering new voters will make or break

our chances for victory in North CarolinaThere was incredible success in

registering new voters for the primary, around 165,000 people were registered…there is still lots of work to do!

How to Run a Successful Change CrewRunning a Voter Registration driveRules and Regulations for Voter Reg.

The deadline to register is October 10If you are 18 by November 4, you are

eligible to registerAll students who attend a NC college or

university can register at their campus address—this should be encourage!

How to Run a Successful Change Crew

Rules and Regulations for Voter Reg.If a person has been previously convicted of

a felony, they can register if they have fully completed both their parole and probation

If you have moved, you must re-register at your new address

Make sure the form is completely filled out! This includes all check boxes, birthday, address, and signature. It is not valid without all these.

How to Run a Successful Change CrewRunning a Voter Registration drive

Work with your Field Organizer to determine an area in your turf where we need to register additional voters You know your town—let your FO know any ideas you

have for voter registration locations!We will work with you so that you are working

targeted turf. We will have lists of addresses where we believe there

are unregistered voters When working these lists, it will be very much like a

canvass, so you will have to make similar preparations


Some places will require that we are non-partisan for voter registration. Talk with your Field Organizer about this—in many cases it is just best to remove your Obama gear, and keep getting new people registered.

Before sending out volunteers to do registration, they must be trained. Make sure everybody knows the rules on who is eligible to vote Stress the importance of making sure the form is filled

properly and completely We are collecting legally-binding documents, so it is very

important everything is done properly.


When you are done with your Voter Registration, make sure all forms get back to your Field Organizer. Your FO may work out a system with you where you

enter in the forms into an online data base.We will make sure that they are properly

recorded and turned in to the Board of Elections on time.

How to Run a Successful Change CrewExpanding your Change Crew

Recruiting and maintaining good volunteers is going to be very important for you to have a successful crew.

This will be important so we can increase our voter registration capabilities, increase the number of phone calls that we are making, and most importantly, have maximum volunteer capacity for our GOTV effort

The volunteers are the face of this campaign. Many people will not every have a chance to see Senator Obama, volunteers are how he can reach out to the county.

How to run a Successful Change CrewExpanding your Change Crew

You will work closely with your FO for a list of prospective volunteers which you can contact with volunteer opportunities.

These people should be called, and invited to join us Not everybody will be interested in canvassing and phone

banking, even though that is our biggest need. If they want to volunteer—we will find a way for them to help us.

Your FO will let you know how you will record new volunteers that have been successfully recruited.

People who have committed to volunteer with us should be confirmed the day before they are scheduled.

Data Entry 101Good data is essential for any successful

campaignWe will ask you to help us manage some of

this data, and make sure that it is entered correctly.

Good data will make our Get Out the Vote (GOTV) effort even more successful

Data Entry 101We enter all of our data into an online

database called Votebuilder. The address for this is www.votebuilder.com

Your Field Organizer will let you know on how you will log in to this system

Data Entry 101There are two sections of Votebuilder—they are

found on two tabs of the top of the screen:

The Voter File Every registered voter in the state, along with much of

their personal historyMy Campaign

This is our private campaign database of volunteers and new registrants.

Your field organizer will be able to let you know which tab you should be entering your data in.

Data Entry 101There are two different methods for data

entry1.Quick Look up

This should be using when entering in data for a single person

2.Grid View This should be used when entering data off a

printed list.

Data Entry 101Quick look up

When searching for a name, less is moreEntering too much information in the search page

(e.g., phone number) will result in duplicate entries.

When using quick look up in MyCampaign—If you find the person you are looking for, you will be able to edit all pertinent info.

If you cannot find a person while searching for them in MyCampaign, you can search the Voter file

by clicking:

Data Entry 101Adding a person to MyCampaign

You are looking to mark down a person as a new volunteer. How do you do it?

Do a Quick look up in MyCampaignIf there are no results, you can search the

Voter File by clicking:

Data Entry 101If the correct person appears, click on the

bubble next to their name.Then Click ‘Add Voter to My Campaign

If the correct person does not appear, click ‘Add New Person’

Data Entry 101Grid View

When you enter in Grid View, it will prompt you to enter a list number.

A unique number appears on the bottom of every walk and call list, this is the number you should enter.

Data Entry 101After entering the correct script, the data entry

screen will appear:

For any person not contacted, input corresponding reason into the “Result” drop-down box.

For those contacted, there will be drop-downs boxes & check-boxes, which will correspond to the script questions

Data Entry 101Grid View

Make sure to click Save often and before advancing to the next screen; there is no auto-save.

A quick tip for grid view: To advance to a specific person—find their My Campaign or Voter File ID# here:

Then enter their ID# here:

Data Entry 101Entering Voter Registration forms

We will also collect some data from voter registration forms which are collected

We will not use Votebuilder for this data entry, instead we will enter the info into a secure website http://my.barackobama.com/page/s/ncvoterreg

This information should be entered into the system within 24 hours of collection. Talk with your FO about exactly how they want voter registration processed.

Break out timeBreak out with your Field Organizers to go

more in depth about what we will be doing in your turf.

Overview Where we are at so far. Your roles How to run your Change Crew Data training.

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Transcript of Overview Where we are at so far. Your roles How to run your Change Crew Data training.