Professional Documents
Culture Documents
FOR WINNING
ELECTIONS
IntroductionChapter 1Chapter 2Chapter 3Conclusion
Introduction
Since the Indivisible Guide was first tweeted out in December of 2016, Indivisible
groups across the country have played a critical role in resisting the Trump agenda,
stopping TrumpCare, and building power nationwide. Now, with 2020 on the horizon,
we’re going on the offensive. Together, we have the power to not just resist, but to
win key electoral victories and reshape government.
We know we’ve got the people power to make the difference in November—this
guide, written by former campaign staffers and organizers, is about how to effectively
put that people power into action. This guide offers step-by-step tips and resources on
how to use that same people power that resisted the Trump Agenda to win elections
through volunteer voter contact all across the country.
We’re excited to share the knowledge we’ve developed from winning—and the key
lessons we’ve learned from our losses—to build the oncoming blue wave. We
certainly have our work cut out for us; but, it’s never been more clear that if we stick
with it, together, we will win.
Please Note
How you engage in elections depends a lot on your group’s organizational status.
This guide is intended for unincorporated local groups and those spending money
under 501(c)(4) tax rules—independently, or through our Indivisible's distributed
fundraising program (reach out to your Organizer or field@indivisible.org for more
information about the program).. We don’t recommend you incorporate as a 501(c)
(3): 501(c)(3) organizations have serious limitations on their ability to participate in
elections.
Chapter 1: Why Volunteer Voter
Contact Wins Elections
Indivisibles have won battles across the country because we are unified in our core
strategy: local and defensive advocacy. Local groups focused efforts only on their
own Members of Congress and got comfortable saying “No” to legislation in
congress. It was often frustrating to not control the agenda and repetitive to call the
same three MoCs every week , but this strategy worked!
This same principle applies to our electoral work. We are most effective when we
concentrate our time and resources on the most impactful tactics. This guide has been
designed to make sure you have the best information and the tools to do just that.
How We Win
1. Build the Electorate. The first strategy to get to 50% + 1 is to make sure your
supporters are registered to vote. Voter registration is an important activity to
ensure your candidate has enough supporters that are able to turn out on
Election Day. Furthermore, broadening the electorate is crucial to a truly
representative democracy. For many Americans, securing their right to vote and
ability to register has been a long fight throughout the history of our country.
The history of laws designed to suppress voting along racial lines continues to
this day. Take a look at our Voter Registration Toolkit for tips on doing
registration in your community and start registering folks to vote
through TurboVote.
2. Persuade Undecideds. Persuasion is an effective strategy, when done right,
because it not only wins you a vote for your candidate, it also takes one away
from your opponent so you essentially net two votes from one voter.
3. Turn Out Supporters. In some cases, the main focus of a campaign will be
identifying supporters and making sure they get out to vote. Generally, this will
be focused on voters who are likely support the progressive candidate, but may
not vote without a few reminders.
Every area is different, so the amount of time you invest in each of these strategies
will depend on the particular area and campaign. Your Indivisible Organizer can help
you make a plan for the elections that you care about. But no matter your strategy,
there’s one thing that is critical to every successful campaign: direct voter contact.
Direct Voter Contact—or having conversations with voters—is one of the key
ingredients to winning elections at all levels of the ballot (and the most important way
for Indivisible groups to make an impact). However, who you talk to and how you
talk to them is going to be just as important as it was when remembering to only call
you own Member of Congress.
Direct Voter Contact programs should be focused on two-sided conversations,
targeted efforts and relationship building.
1. The best types of voter contact are two-sided.Imagine you want to convince
a family member or friend to do a time-sensitive chore that you didn’t want to
do yourself. How would you convince them? Send a carrier pigeon? Smoke
signal? Put a letter in the mail? No, you’d have a conversation. That’s going to
be quicker and more compelling. Similarly, the most effective voter contact is
direct; that is, having conversations with voters (plus, it’s a lot more fun to
actually engage with voters).
o Talk to people at the right time. Your targets are going to change over
the course of the campaign. Over the summer, you’ll talk to a wide
variety of people to ask who they’re supporting, and to persuade people
who are undecided. But closer to Election Day, you’ll switch to talking
to voters who already support your candidate, but need an extra push to
vote.
One of the great things about two sided conversations with voters is that a volunteer
can tailor their approach based on the particular voter. That means, a conversation that
was intended to fall into the persuasion category may turn into a volunteer recruitment
conversation if voter is a huge supporter of your candidate. Alternatively, if you’re
doing turnout and come across someone that’s planning to vote and is undecided, it
makes sense to have a quick persuasion conversation.
That said, while there is certainly overlap, it’s easiest to think about voter contact
conversations in a few distinct categories:
Turnout: In the final two weeks before Election Day, most conversations with
voters will be focused on turning them out to vote. Turning supporters out to
vote is critical—so critical in fact that the whole next chapter is all about
GOTV.
Targeted voter contact doesn’t just mean talking to the right voters, it also means
talking to them at the best time. While every election timeline will look slightly
different depending on the community, this is a general overview of what you should
focus on and when:
Phase 2: The Road to Victory. Voter contact varies the most in the period
between a few months before an election day (or “E-day”) and two weeks
before it. (Your “E-day” could be either the primary or general election.) This
period might include additional identification and volunteer recruitment
conversations, or persuasion. It’s all about figuring out the path you need to
take to win on election day.
Phase 3: GOTV. The last phase of voter contact starts either two weeks before
E-day or on the first day of early voting, for states that have it, and is called
GOTV—or Get Out The Vote. During GOTV, you’ll be talking to people who
we think support our candidate, but who need an extra push to get out to the
polls. You’ll remind them that voting is our civic duty and help them make a
plan to vote.
Tactic 1: Canvassing
No matter how many new and exciting digital tools come about, face to face
conversations will always be the best way to connect with voters. Canvassing, or
going door to door to talk to voters, is the key ingredient to any successful campaign.
Plus, it’s actually a ton of fun to lace up your sneakers, grab a clipboard and have
meaningful conversations with voters—you’re quite literally collecting votes for your
candidate(s) in real time. If your group does one thing to engage with elections,
canvassing should be it!
How to Canvass
Whether you’ve been an avid canvasser for decades or this is the first time you’ll be
trying it out, to be successful in November we need everyone out on the doors. Find a
friend, sign up and start knocking on doors!
2. Gather your materials. Go through this checklist to make sure you have all of
your canvassing essentials!
o Pens
o Water and snacks
o Weather gear! Do you need sunscreen? A poncho? Sunglasses?
o Comfortable shoes
o Fully charged phone or tablet/iPad with GPS (particularly if you’re
canvassing using an app)
o Phone or tablet charger for back-up
3. Show up to the canvass! Once you’ve committed to an event, make sure you
show up a few minutes early on the given day. Generally, you’ll receive
canvassing scripts and materials when you arrive and then have a 10-20 minute
training before you get started. Take time to familiarize yourself with the
materials and make sure to get the contact information for the person leading
the canvass in case you have questions while you’re out knocking doors.
4. Recognize the difference you’re making. Knock all the doors that are given
to you, but don’t expect to talk to more than 1 out of 5 of the people on your
list. Even if you only get to talk to a few people, those conversations make a
difference.
5. Get to turf and map out your route. Once you’ve arrived in the area you’re
knocking doors, take a few moments to map out your route so that you’re not
going around in circles. Pro tip: start on one side of a street and do that whole
side, and then do the other side.
6. Start knocking! Your first door may feel intimidating, but remember you’re
talking to your neighbors! Take a deep breath, smile, and ring the doorbell or
knock loudly. Count to ten, and knock/ring again. If it’s your first time
canvassing, consider pairing up with someone else for the first few doors.
7. Begin your conversation with an introduction. Start off your conversation by
introducing yourself and explaining why you’re stopping by. Try to use context
clues to build a quick connection. For example, if you see a sticker for the local
public school, you can bring up how you or your children went there.
8. Don’t spend time with people who don’t agree with you. No need to spend
time with folks who definitely don’t agree with you, when you could be
knocking on more doors. If someone starts to really disagree, it’s OK to end the
conversation quickly with “Thank you for your time,” or “OK, sounds like
we’re on opposite sides of this, and we can both get on with our day!” No need
to draw things out!
9. Follow the script, but put it in your own voice. Make sure you’re hitting all
the points in the script (they’re in there for a reason!), but this is a conversation
so feel free to put it in your own voice. As important as talking points are, what
matters most is your story or perspective as a constituent, and as a neighbor.
10. Share your success. Don’t forget to take pictures, post on social media and
celebrate the great work your group is doing. Tag @indivisibleteam on Twitter
so we can help amplify your work. There’s nothing like a canvassing selfie!
11.Sign up for your next event. Make canvassing a habit! Make sure to bring
your calendar so you can sign up for the next few events that you’ll attend.
Read More
At this point, Indivisible groups across the country are organizing pros and have
coordinated thousands of events. While preparing for a canvass has several unique
elements, the overall process is similar to getting ready for a district office visit, group
meeting or other action.
1. Set a date. Pick a time (or times) that would work well for your group
members and would be convenient for new folks to get involved. Generally,
weekends and weeknights are the best time to knock on doors—you’ll have the
best rate of folks that are home. Consider planning recurring events that happen
weekly or biweekly!
2. Register your event. Add your event to the Indivisible events map and we’ll
include event information in our Saturday email to recruit Indivisibles in your
area.
3. Publicize the event. Update your group and get commitments. Use this activity
as an opportunity to bring in new folks too. Make calls to your neighbors, put
up flyers in town, post in various Facebook groups, ask every group member to
bring a friend. Don’t forget to register your event with us so we can help
promote the event to people in your area.
4. Confirm your canvassers. The night before the event, give everyone who
signed up a call to let them know you’re counting on them to be there—and to
bring a friend (or three!). Ask if they need a ride, or if they have any questions
about the event. Remind them to bring the following:
o Fully charged smartphone or tablet
o Phone or tablet charger
o Weather gear! Do you need sunscreen? A poncho? Sunglasses?
o Comfortable shoes
5. Prepare your materials. Spend time the day before getting your location set
up, putting together clipboards and making sure all materials are ready.
o Set up your location. Have a sign-in table, an area for training, a table
with the materials ready to hand out, and a debrief location (could just be
a corner of the room).
o Prepare each clipboard with: a cover sheet with your contact
information, canvassing best practices, the script, and a pen.
o Additional materials: consider bringing extra iPhone and Android
chargers, some portable chargers, water, and snacks.
6. Welcome your canvassers. Take time to greet folks as they arrive, ensure they
sign in, hand them materials and introduce them to one another. Folks will be
more likely to come back for another shift if they make friends while they’re
volunteering!
7. Train your canvassers. A good training is key to a successful canvass. It’s
important to have a training before each canvass! (See the end of this chapter
for a sample 30 minute training agenda for you to use)
8. Share your success. Don’t forget to take pictures, post on social media and
celebrate the great work your group is doing. Tag @indivisibleteam on Twitter
so we can help amplify your work. There’s nothing like a canvassing selfie, so
encourage your canvassers to post about their work too!
9. Debrief with your canvassers. Encourage folks to come back after their shift
or give them a call after they finish. Ask them what went well, what the
challenges were and about their best conversations. You can use these learnings
to add things to your trainings for the future.
10.Make thank you calls. Make sure to follow up with your canvassers to thank
them for coming out—consider sharing how many doors your volunteers
knocked total, how many supporters you identified and why their work was so
impactful. Don’t forget to get them signed up for their next canvass.
Read More
Sample Canvassing Script
As outlined above, there are several types of conversations we have with voters. The
below is an example of an Identification script you’d use when canvassing—notice
that even though it’s an identification conversation, there’s also a volunteer ask.
Read More
For folks who can’t get out knocking doors or in areas where homes are very spread
out, making phone calls is a useful way to connect with voters. When making phone
calls to voters, volunteers will generally have very similar conversations to those at
the doors. While face-to-face conversations are more effective, conversations over the
phone are more efficientbecause you can reach many more voters in a short period of
time.
The best voter contact programs will be heavily focused on canvassing, but phone
banking is a great supplement to those efforts. Different voters will be most
responsive to different types of outreach, so it’s important to try to reach folks in a
variety of ways.
While phone banking and canvassing may seem rather different, the nuts and bolts of
the two activities are very similar. Just follow the below steps to get started!
Indivisible across the country have become very accustomed to calling their Member
of Congress (many even do it everyday!). If you’ve taken the initiative to call your
Member of Congress, you’re certainly ready to take the next step and start calling
voters. Making calls to voters has some similarities to calling your MoC, but often
tends to be a more robust conversation. Instead of talking to a congressional staffer or
intern, you’re talking to a fellow constituent—and chances are you’ll have a lot in
common.
The specific conversations you’ll have with voters will vary based on how far away
Election Day is. However, this is a sample dialogue that would likely occur over the
summer identifying who a voter is supporting and engaging in some light persuasion:
Read More
Tactic 3: Texting
One of the newer ways we have to connect with voters is texting. While emails and
phone calls have declining open and answer rates, these days folks open over 90% of
the text messages they receive. Organizing is all about meeting people where they’re
at, so if voters are spending a lot of time looking at their texts, that’s a great place to
contact them.
When Indivisibles engage in “text banking,” chances are they’ll be doing peer to peer
texting. Many Indivisible volunteers are already familiar with this tactic because there
were folks all over the country texting to support the work local groups did leading to
Conor Lamb’s victory in Pennsylvania’s 18th district, Virginia’s exciting elections in
2017 and to Doug Jones’ victory in Alabama. Depending on the platform, there is
typically a generic first message uploaded and an easy system to send texts quickly
and consecutively. This also allows for conversations between volunteers and voters.
Volunteers will receive the responses from the voters they reach out to and be able to
engage in a conversation.
Texting is certainly not a substitute for canvassing and phone banking, but is a fun
supplement that has many creative ways to engage.
Texting Conversations
Like phone banking and canvassing, the types of conversations you can have with a
voter over text can vary. That said, the types of conversations that have been shown to
be most successful are Get Out the Vote and recruitment conversations. So far other
uses, like persuasion or identification, haven’t been proven to be effective.
Read More
Relational Organizing Tools: There are many new digital tools that are popping up
to help volunteers find folks within their existing networks to have conversations with
about elections. These tools help identify who those folks are, but volunteers still need
to do the work of having those conversations. These tools are new and the impact is
still unclear, but it will be interesting to learn more over the next year. This is the last
tactic in this list that is actually direct voter contact—the rest are indirect since there
isn’t a two sided conversation.
Paid Ads: Campaigns and consulting firms often will largely focus on paid ads. This
may include television commercials, radio ads, social media promotions, etc. While
paid media can reach a lot of people at once, we encourage Indivisible groups to focus
on volunteer voter contact like canvassing and phone banking.
Direct Mail: Like paid ads, direct mail is something that campaigns and consulting
firms will invest resources in. Direct mail is when campaigns send promotional pieces
through the mail—this could be positive information about their candidate or negative
pieces about the opposition. This is an efficient way of reaching a lot of voters, but
again this is indirect (it doesn’t follow our principles of two sided conversations).
Yard Signs: Sorry to break it to you, but yard signs are not voter contact. They are in
no way a replacement for canvassing or phone banking, but feel free to put them in
your yard to show support.
GOTV Overview
Historically when Democrats turn out, they WIN! In many ways, everything that
happens in campaigns leads up to GOTV. We’ve been working for months to build
support, and now it’s time to hold our supporters accountable for actually getting to
the polls to vote!
GOTV Timing
The campaign is nearing an end. You've identified your targeted voters, launched full
scale persuasion efforts, and are just days away from the election. There's only one
thing left to do—GOTV!
GOTV is most effective in the last two weeks of the campaign. Any earlier than that,
and people will forget your reminders to vote by the time Election Day rolls around.
Instead, use the earlier parts of the campaign for those Identification and Persuasion
conversations that we talked about in Chapter 2.
If your state offers it, you should encourage voters to vote early, vote absentee, or vote
by mail. Every state has different laws about early vote and absentee ballots, so make
sure to research your own state while making your GOTV plan. You can check
out www.vote.org for more information and links to laws in your state.
GOTV Targets
By GOTV, we know who our supporters are, because we’ve talked to them already!
During GOTV, you’ll go back and talk to people who support our candidate, but need
an extra reminder to vote. If you’re using Indivisible’s voter contact tools, we’ll help
you find the right people to talk to.
Often, consistent volunteers and strong Democratic supporters will wonder why
they’re not on the list of voters to contact during for GOTV. There’s a reason for this
—those folks are already going to vote, they don’t need a reminder from us! We have
limited time during GOTV, so it’s important to be as strategic and efficient as possible
. That means that consistent volunteers and strong Democratic supporters should not
be a first priority on your targeted list. There are two important groups of voters to
focus your attention on during GOTV:
1. Strong Democrats who only vote occasionally. These are folks who vote for
democrats when they do go to the polls, but only vote occasionally. These are
prime voters who usually sway an election. They should be your top priority
during GOTV.
2. Voters you’ve identified as supporters. The months leading up to GOTV
were spent identifying supporters and persuading people who were undecided.
These folks have told us that they’ll vote for our candidate, now we have to
make sure they actually make it to the polls.
There are some folks that are not worth our time to talk to during GOTV. In
particular:
1. People who support us and are definitely going to vote. Even though these
people support us, we probably won’t talk to them during GOTV, because we
know that they’ll vote without our reminders, and our time is better spent
talking to someone else. Instead, we may ask these folks to volunteer and help
us knock doors!
2. People who don’t support us. We don’t want talk to these folks during
GOTV. It’s too late to change their minds about who they’re voting for, and we
don’t want to accidentally get them to turn out and vote against us.
GOTV Tactics
Now that you know who you’ll be talking to, you need tactics for reaching them
during the final stretch of GOTV! Many of these are the same as the tactics used
throughout the campaign cycle, but there are a few that are unique to GOTV. During
GOTV it’s okay to contact people multiple times, and it’s good to reach out using a
variety of tactics—some people are easier to reach through canvassing, while others
may be more likely to pick up a phone call.
Canvass: Face to face conversations are still the best way to talk to voters. Keep in
mind, you’re talking to a very specific set of people during GOTV, so the doors may
be a bit more spread out. It’s important to spend a lot of time recruiting canvassers in
the weeks leading up to GOTV to make sure you can talk to all the voters you need to.
Phone Calls: Just like with persuasion and identification, phone calls are a good
supplement to canvassing and can be more efficient in more rural areas where homes
are spread out or in cities if there are apartments you can’t get into.
Peer to Peer Texting: Texting has been proven to have an impact during GOTV,
though it’s important to do this in addition to canvassing and phone banking, not as a
replacement.
Rides to the Polls: This a great tool to use to ensure voters are actually going to their
voting site and voting on Election Day. Rides to the Polls or also know as “Souls to
the Polls” has a long history of providing voters with free transportation to the their
local polling site. This tactic dates back to the Civil Rights era in our country, where
so many people had to fight for their right to Vote ( and in many ways still are). It’s
important to use this as a supplement to, and not a replacement for, canvassing and
phone banking—it’s a great way for volunteers to get involved who can’t knock doors
or make calls, but can drive. (Check out this great story about Rides to the Polls in the
Alabama Senate race).
Voter Protection: You can always call the voter protection hotline at (866) OUR-
VOTE to report issues or ask questions. Did you know: if someone needs assistance
voting at the polls, it's their right to bring someone in with them to help. This is often
unknown, but for voters for whom English is not their first or dominant language, it's
good to know they can bring a friend to build confidence when voting.
GOTV Conversations
Luckily for us, there has been a lot of research done to determine what types of
conversations most effectively turnout voters. There is a big difference between
simply asking someone if they’ve already voted and using specific language that is
proven to increase a voter’s likelihood of turning out. While you should always put
scripts in your own voice, it’s critical to include certain specific language.
GOTV scripts start by asking the voter who they’re supporting in the election. If they
support us, we remind them to turnout to vote. If they’re undecided, we’ll give them a
quick reason to support our candidate. If they don’t support us or we can’t convince
them quickly, we move on to the next door—time to talk to someone else!
This may be surprising, but once you confirm that the voter supports your candidate,
you should STOP talking about issues and candidates all together, and pivot to only
talking about the act of voting.
Years of research has shown that talking about issues or candidates during GOTV can
actually make your conversations LESS effective. If you meet an undecided voter, tell
them about your candidate, but as soon as they agree to support you, it’s time to STOP
saying things like “we need to vote to stop Trump” or “we need to vote to protect our
healthcare”. You heard that right—talking about candidates at this part of the
conversation can actually make it LESS likely that the person you’re talking to will
turn out to vote.
We know this may be surprising to folks like us who care so much about these issues,
but it’s been shown to be true time and time again. So just like the original Indivisible
Guide told you not to call Paul Ryan unless you live in his district, this guide is telling
you to only talk about voting—not about issues—during your GOTV conversations.
Instead of talking about issues, GOTV conversations should be all about Voter
Accountability—holding your supporters accountable to actually voting. We’ll remind
folks that voting is our civic duty, thank them for voting in past elections, and remind
them that whether or not they vote is public record. Here are a few examples of things
you might say:
I see from public records that you’ve voted in past elections—thanks for being
a voter!
You’re on my list today because public records show you’re a consistent and
reliable voter, can we count on you to come out to vote on [election date]?
Official records show you voted in 2012 and 2014 but missed the 2016
elections—can we count on you to vote this year?
As members of this community it is our civic duty to go out and vote, can we
count on you to participate this year?
Read More
Conclusion
Now that you know the principles and the most effective tactics to win elections, it’s
time to put that into action. There are Indivisible groups in every single congressional
district that have held strong resisting the Trump agenda and stopping hateful
legislation. Knocking doors and making phone calls is the crucial next step to not only
resist the Trump agenda, but to elect progressive candidates at all levels of the ballot.
This is how we build power for the long haul. By spending time engaging in
meaningful voter contact, we can protect progressive elected officials and flip seats
that we never even imagined could be in play. Furthermore, getting involved in
elections is a great way to strengthen your group and get more folks engaged—to win
in 2020 and beyond.
Now that you have the knowledge and drive to do effective voter contact, how do you
get started? If you’re not in an Indivisible group, the first best step is to find your local
group on our website or check out local events in your area. We’ll also have
opportunities to get involved from your home (sign up for our email list to learn more),
but talking to voters is usually more fun with friends!
If you’re a leader or member of an Indivisible group, there are several ways to get
involved:
By setting up your own canvasses and phone banks using Indivisible tools,
local groups will be able to maintain their independence, set up events on their
own terms and keep track of their impact. Local groups will also be able to
access these tools and the data they collect after the election when campaigns
pack up and move on. This is an incredible way for Indivisible to not only win
elections, but also build power for the future.
To get started, get in touch with your Indivisible Organizer or reach out
to field@indivisible.org.
Thank you for your incredible work to date. We have a lot more work to do, but
together, we will win! Let’s get to it.