CCLU: Conference Logistics with Susan Higgins, Ashley Hunt-Martorano and Ricky Bradley

Please announce yourself and where you are joining us from today.

Before we get started1. 201-479-4595 code 275-79-270#2. Lesson is being recorded.3. We will stop for questions.4. Mute/unmute (*1 or mic).5. Chat questions. 6. Headphone/headset prevents feedback.

Ashley Hunt-Martorano

Director of Marketing & Events

Susan Higgins

Membership Relations Coordinator

Ricky Bradley

Regional Coordinator and IT

Where we’ve been*

101 – Congress, lobbying and relationships 201 - Lobby Prep: Research, roles & practice301 - Meeting flow and important elements 401 - Difficult situations and advanced skills* community.citizensclimatelobby.org/cclu/

Agenda1. Pre-conference material2. At the conference3. Conference agenda and logistics4. Submitting meeting notes

Pre-conference materials

Thursday, June 18th email: You should print and bring the schedule, bios, and meeting plans with you.

o Lobbying scheduleo MOC bios o Meetings plans*

* If available

What to do with the email?Email Do’s:

o Star, mark importanto Save ito Print ito Check your SPAMo Take photoso VERIFY BLDG/OFFICE

Don’ts:o Delete ito Archive it

How schedules are made

800 volunteers into 535 meetingsProgram gives preference to:

1. Liaison

2. Constituents

3. State residentsOther considerations: meeting leads, meeting size

Example Schedule

Congressional biographies

What’s on the biographies?1. Biographical data: when elected, next election, % of vote in last

election, schools attended, background, career, interest, religion and what we can appreciate him/her for.

2. Congressional record: votes on relevant bills, positions taken on climate/energy, jobs/debt and national security, and committees.

3. District/State data: demographics, major industry and employers, major donors and the positions of the major industries, employers and donors on climate change and carbon pricing.

Sample Meeting Plan

At the conference

Conference FolderConference Program

Four Asks

Meeting Minutes Form

Conference Survey

Fundraising Booklet

Carbon Pricing Bills

Supporting Asks

Action Logic

Bad vs Better Answers

Encyclical

Agenda1. Pre-conference material2. At the conference3. Conference agenda and logistics4. Post lobby day

We always start on time, so come early.

Conference Schedule Sunday

Conference Schedule Monday

At the conference

Conference Schedule Monday

Conference Schedule Tues-Wed

Getting to the Hill

Getting to the Hill

Hotel and Public Transportation

Omni Shoreham2500 Calvert Street NWWashington, DC 20008Phone: 202-234-0700

One block from the Woodley Park stop on the Metro’s Red Line.

Get a Metro Card but do not wait until Tuesday morning to get one!

Brief debrief

1. Move away from the door.2. Explain the debrief.3. Read the notes.4. Review the “important

things to capture.”5. Add missing info.6. Confirm follow up.

Important things to debrief

Meeting Minutes Form

Submitting the notes

1. Copy your notes onto the carbonless Meeting Minutes form provided, making sure to answer all the questions at the bottom.

2. The Note Taker or Meeting Lead should give the top (white) copy to a designated CCL staff or intern within the day.

3. The Note Taker should keep the bottom (yellow) copy for same-day online submission.

Questions???

*1 to unmute yourself, click the mic symbol next to your name or type your questions in the chat window.

Previous lessons are on CCL Community. Select the CCLU menu item at the top and scroll down until you find the lobbying lessons.