Activist Steward Coordinator Guide

As an organizer of organizers, this guide will provide best practices to help you fulfill your responsibilities of coordinating with Activist Stewards.

Table of Contents

Onboarding

Assigning Activists

Maintaining Engagement

Onboarding

If someone expresses interest in taking on additional responsibilities within the campaign as an organizer, you’ll need to help them get situated in their new role.

• Send them the Activist Steward Guide to review at their own pace. Ask them to reach out once they’ve finished looking it through, and you can set up an onboarding call.

• Schedule an onboarding call with the new organizer.

  • Discuss the role and what it entails – primary responsibilities, expectations, what it will look like on a weekly basis, etc.

  • Ask them if any questions came up while reading through the Activist Steward Guide, or if they have any questions or concerns about the role in general.

  • Discuss how much time per week they feel they’re able to dedicate this role, and how many activists they feel they can take on.

  • Offer to do a tutorial on Action Builder depending on their level of comfort.

• Discuss next steps in getting them started.

  • Let them know you’ll be sending them the organizer agreement to sign, and provide a brief overview of what it is and why it’s needed.

  • Give them a heads up that you’re going to begin assigning them activists in Action Builder.

• Send them the organizer agreement to sign.

• Add them to your organizer-specific Slack channel.

Assigning Activists

Once the new organizer has been onboarded, you can begin assigning them activists in Action Builder.

• Add the organizer as an Activist Steward in Action Builder.

  • Select the down caret next to any activist’s name > Select ‘+’ button next to Activist Steward > Click ‘Create New Response > Enter the organizer’s name

• Assign activists to them in Action Builder.

  • Search activist name > Select down caret to the right of their name > Select ‘+’ button next to Activist Steward > Select a response (organizer’s name) from the dropdown

• Send the Activist Steward a message letting them know each time you assign them a new person.

Maintaining Engagement

While organizers are responsible for helping to keep volunteers engaged with the campaign, part of your role is keeping the organizers engaged in their leadership role and holding them accountable.

• Check in with newer activist stewards to see how they are doing in the leadership role, and if there is any support you can provide.

  • Specifically ask them how they’re doing with Action Builder, and if they need a quick overview or refresher.

• Check in with activist stewards who don’t seem to be updating outreach notes in Action Builder, and see if they’ve been performing their weekly outreach.

  • See if they’re still comfortable with their level of involvement.

  • Remind them of how to update Activist Profiles, and what actions should be performed each week.
• Reach out to all other activist stewards every few weeks to check in.

  • Ask if they are reaching out to new canvassers that fill out the volunteer form and are assigned to them.

  • Confirm that they are using the weekly action checklist to keep activists engaged.
  • See how they're doing and how you can support. We want to be careful to avoid burnout!

• Send occasional reminders in your organizers Slack channel to perform outreach and update activist profiles (especially when we have a lot of new activists in the pipeline!).