North Carolina Change Crew Training

1. North Carolina Change Crew Training

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

3. Where we are at so far • Staff 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.

4. Our Motto • Respect • Empower • Include

5. Timeline

6. Timeline • July 26-27: First Change Crew Training • August 9-10: Second Change Crew Training • August 23-24: Final Change Crew Training • August 25-28: Democratic National Convention • Recruit additional Change Crew members and volunteers at August 28 Watch Parties • August 30-31: National Weekend of Action • Major canvassing and voter registration drives nationwide

7. Timeline • October 10: Voter Registration deadline • October 16: One-Stop Early Voting begins • November 1: One-Stop Early Voting ends • November 4: Election Day • January 20, 2009: Barack Obama sworn in as President of the United States

8. Change Crew Roles

9. Change Crew Roles • Your 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

10. Change Crew Roles • Your 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.

11. Change Crew Roles • Change Crew Chief • This 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 turf • Statewide activities will include debate watch parties, house parties, and canvasses

12. Change Crew Roles • Change Crew Chief, cont. • Fills in any members of the Change crew if they cannot be present for an activity • Directly 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

13. Change Crew Roles • Phone 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

14. Change Crew Roles • Canvass Captain • Will run 1 to 2 canvass a week in their turf • Will assist in training canvassers • Will help find canvass kickoff locations and run these locations during canvasses. • Will help recruit additional volunteers to help your crew canvass.

15. Change Crew Roles • Voter 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.

16. How to Run a Successful Change Crew

17. How to Run a Successful Change Crew • Staying 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.

18. How to Run a Successful Change Crew What the McCain Campaign Says • Message Box What We Say Change Hope Unity Trust Inexperienced Flip Flopper All talk no action Untested Liberal BO Patriot War Hero Experienced Continuation of George W. Bush JM

19. How to Run a Successful Change Crew • Running a canvass • Pre-Planning • Find 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.

20. How to Run a Successful Change Crew • Pre-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

21. How to Run a Successful Change Crew • Running a canvass • Train all canvassers before they start • Go over all the content of the canvass packet • A 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.

22. How to Run a Successful Change Crew • Running 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.

23. How to Run a Successful Change Crew • Running 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.

24. How to Run a Successful Change Crew • Running a phone bank • Talk to your field organizer about possible phone bank locations • Many 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

25. How to Run a Successful Change Crew • Running a phone bank • 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 location • Talk 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

26. How to Run a Successful Change Crew • Running a 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.

27. How to Run a Successful Change Crew • Running a phone bank • 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

28. How to Run a Successful Change Crew • Running a Voter Registration drive • Registering new voters will make or break our chances for victory in North Carolina • There was incredible success in registering new voters for the primary, around 165,000 people were registered…there is still lots of work to do!

29. How to Run a Successful Change Crew • Running a Voter Registration drive • Rules and Regulations for Voter Reg. • The deadline to register is October 10 • If you are 18 by November 4, you are eligible to register • All students who attend a NC college or university can register at their campus address—this should be encourage!

30. 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.

31. How to Run a Successful Change Crew • Running 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

32. How to Run a Successful Change Crew • Running a Voter Registration drive • 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.

33. How to Run a Successful Change Crew • Running a Voter Registration drive • 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.

34. How to Run a Successful Change Crew • Expanding 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.

35. How to run a Successful Change Crew • Expanding 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.

36. Data Entry 101 • Good data is essential for any successful campaign • We 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

37. Data Entry 101 • We 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

38. Data Entry 101 • There 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 history • My 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.

39. Data Entry 101 • There are two different methods for data entry • Quick Look up • This should be using when entering in data for a single person • Grid View • This should be used when entering data off a printed list.

40. Data Entry 101 • Quick look up • When searching for a name, less is more • Entering 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:

41. Data Entry 101 • Adding 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 MyCampaign • If there are no results, you can search the Voter File by clicking:

42. Data Entry 101 • If 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’

43. Data Entry 101 • Grid 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.

44. Data Entry 101 • After 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

45. Data Entry 101 • Grid 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:

46. Data Entry 101 • Entering 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.

47. Break out time • Break out with your Field Organizers to go more in depth about what we will be doing in your turf.