Weekly Action Checklist

In order to stay on top of canvasser engagement, here is a recommended checklist for weekly outreach.

You should perform these tasks for all the activists in your assignment using Action Builder.

**Note: Use the filter panel to search by Info > Activist Steward > [Your Name] to show only your activists. Find more detailed instructions here.

• Update volunteer engagement assessments from the past week, upgrading and downgrading ratings as needed

• For anyone marked ‘1’:

  • Reach out to encourage them to sign up for their first shift, or attend an upcoming community event

• For anyone marked ‘2’:

  • If they attended their first shift in the past week, reach out to see how it went, how they’re feeling about canvassing, and if they have any concerns

  • If they did not sign up for or attend a shift over the past week, reach out to personally invite them to an upcoming shift

  • In either case, personally invite them to an upcoming community event

• For anyone marked ‘3’:

  • If they haven’t attended any shifts or events in the past ~2 weeks, message them an invitation to a specific shift or community event.

• Reach out to anyone that doesn’t fall under any of the above categories just to check in and see how they’re doing. It’s key to maintain a relationship with all volunteers assigned to you

  • Even if they are canvassing and attending events, just say hi! Ask them how they’re doing. You don’t need to say anything about the campaign, just deepen your personal connection.