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Reporting, Structure, and Organization

Reporting, Structure, and Organization. Reporting, Structure, and Organization . Why it’s important Roles, responsibilities, and structure What we’ll report on Overview of reporting document Schedules and routines Close. Reporting: Why is it important?. Sets a culture.

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Reporting, Structure, and Organization

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  1. Reporting, Structure, and Organization

  2. Reporting, Structure, and Organization • Why it’s important • Roles, responsibilities, and structure • What we’ll report on • Overview of reporting document • Schedules and routines • Close

  3. Reporting: Why is it important? • Sets a culture. • No serious campaign goes without. • Tracks progress, celebrates wins. • Allows us to adjust if something isn’t working.

  4. Reporting: Who does what? • RFD’s will take the lead, and are responsible for reporting on the campaign/rapid response activity in the area. If we’re talking about a deadline here, the rapid response RFD’s are responsible. • Grassroots managers will work with their RFD’s on reporting. This may shift depending on the campaign.

  5. Reporting: Who does what? • Volunteer leaders will hear from their RFD’s on projects, asking for things like “hard counts” and call results.This presentation should help give some context. • At some point volunteer leaders may help with this reporting work, but only as they are comfortable and after they are trained. • It may be helpful for volunteer leaders to think through how you will track the data from your teams?

  6. What We’ll Report On • “Quantitative” - unnecessarily fancy word for the numbers we’ll report on. • “Qualitative” unnecessarily fancy word for the other kinds of reports we’ll report on. • Political intel – fancy word for gossip.

  7. What We’ll Report On • Very little (if anything) falls into a category that can’t be measured. • If it’s not measured, it’s not real. • The non numbers reporting can give context.

  8. What’s We’ll Report On Good campaigns typically use three reporting tools: • A place to put your “numbers.” • Regular calls. • A place to put the rest of the info – other info and intel (aka gossip).

  9. Overview of Reporting Doc

  10. Overview of Reporting Documents • Two documents. • One is the numbers based report. • A second is a google form. The core set of questions each day will be: “What went well, what didn’t go well, what are you hearing/intel, issues to flag.” We’ll add to the google form as we go along.

  11. Schedules and Routines • Improves communication. • Helps us move information out of DC and into the field. • Provides structure. • Encourages others to set routines (and organize).

  12. Reporting Routines and Schedules • A daily schedule • A weekly schedule • Longer campaigns typically have a quarterly schedule.

  13. Reporting Routines and Schedules Daily Reporting • A short daily email with a few points on priorities/reminders for the day. (Bill to send by 10am each day). • A daily call (proposed time: 10am est) • Frequent  check ins (throughout the day) • Nightly reporting (numbers due each night by 9:30pm).

  14. Reporting Routines and Schedules Weekly Reporting • Weekly “priorities memo” outlining goals and important info for the week, sent to RFD’s each Sunday night. • Longer weekly team call. • 1-1 weekly call. • Written weekly report: What went well, what didn’t go well, intel, plan for next week. Sent by Friday at 1pm.

  15. Reporting Routines and Schedules Each Week, we start the week with a weekly priorities memo outlining goals. We report back on those goals and how they went in a weekly call, and in weekly reports. Each Day, we start the day with a quick check in to focus and share info. We end with a daily report to measure progress towards those weekly goals.

  16. Reporting Schedules and Routines • A core group of DC staff will have their own routine like this to help prioritize. • RFD’s should develop similar meeting schedules for their regions. • The goal:

  17. Reporting Routines and Schedules Now that I have thoroughly overwhelmed you… please consider. • The DC team will be in touch with RFD’s (very) regularly. We’ll supply a check list, and have sent you invites you can add directly to your calendar. • RFD’s will be in touch with volunteer leaders (very) regularly.

  18. Conclusion • RFD’s will take most of the responsibility for reporting. • Regions should think about how they will communicate and organize. • Good organization, reporting, and discipline win campaigns. • We’re here to help!

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