Canvassing & Phonebanking

There are a variety of components to successful community or political organizing. This webpage resource provides guidance on organizing skills such as building relationships and one-on-ones, house meetings, team building, developing leadership, creating strategy, structure and capacity, and public narrative. This resource also includes a list of overall organizing guides and manuals, tips on tools and graphics, links to online organizing courses, other training resources, and relevant videos and podcasts.             

Building long-lasting grassroots power requires centering concrete issues and the humanity of individuals you’re organizing. Many organizations in West Virginia are cultivating organizers, building organizations that can sustainably organize local communities according to their needs for years to come, incorporating mutual aid, and more, in an effort to win and wield political power. In this article, The Forge contributor Mat Hanson discussed organizational strategies with multiple people involved in grassroots power building in West Virginia: Katey Lauer, co-chair of West Virginia Can’t Wait; Nicole McCormick, a founding member of the West Virginia United caucus and rank-and-file leader in the successful teacher’s strike; Dr. Shanequa Smith of Restorative Actions and the Black Voters Impact Initiative; and Joe Solomon, the co-founder and co-director of Solutions Oriented Addiction Response (SOAR), a volunteer-based organization that advocates for harm-reduction strategies to the opioid crisis.

Changing the Conversation Together (CTC) is working to create a network of deep canvassers to grow the American electorate into a more inclusive and compassionate one. Deep canvassing is a method of voter engagement that draws on respect and shared experiences to encourage voter turnout. In this report, CTC examines the impact that their deep canvassing had both on turnout and vote choice. They find that CTC canvassing increased the likelihood of turnout by approximately 14%. For low propensity voters, those least likely to turnout, CTC finds that their efforts increased the likelihood that they voted by 25%. They also find that deep canvassing cannot wait until the last minute. These conversations need to be happening often and well-before election day. Advocates interested in making an impact at the polls should consider diverting even modest resources to deep canvassing, particularly for less likely voters.

This tipsheet covers six principles to help organizations interested in developing and implementing a relational organizing strategy. These tips include:

• Relationships are key to keeping people engaged and ready to take action
• Developing a relational organizing strategy takes time
• A variety of relational organizing approaches is the spice of life!
• Relational organizing is power-building
• 1-on-1s are about creating long-lasting, transformative relationships
• Relational organizing and cultural organizing can be very effective together

Getting wins increasingly depends on engaging voters online, using digital advocacy and engagement tools, platforms, and vendor services. Since 2019, State Voices has demo-d over 50 tools for functions such as relational organizing, phone dialing, and online fundraising, and distilled this information into a guide to help progressive organizations navigate a complex digital space and find tools to meet their needs. In this guide, you will find an overview of each tool, including pros and cons, and cost and technical support information, as well as a breakdown of State Voices favorites.    

Every year M+R Strategies, a digital services firm for progressive non-profits, releases its Benchmarks Study. The 2021 version analyzes the nonprofit digital advocacy and fundraising field using data from over 220 participating organizations. The Study covers these areas:

• Digital advertising
• Email messaging
• Mobile/SMS messaging
• Social media
• Fundraising
• Membership
• Website traffic and useage

Solar United Neighbors designed and implemented a low- and moderate-income solar program that empowers D.C. residents to benefit from rooftop and commmunity solar. Lessons learned from the work necessary to build and run an effective program include: Start small, then scale up; Build trust in the community; Leverage key partnerships; Expand customer base through referrals; Work to simplify the process; and Be flexible and creative in the communications process.

A multi-racial coalition focused on organizing and escalating tactics helped defeat the Williams Pipeline: The Stop the Williams Pipeline coalition won by building, organizing, and activating a large and intense base of opposition targeted at the key decision-maker, Governor Andrew Cuomo.