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This guide provides organizers with an overview of core responsibilities, tips for effective leadership & activist engagement, and technical overviews for conducting onboardings and using Stampede.
Here are the articles in this section:
Prospects are potential new members who have filled out the volunteer signup form and attended their onboarding call, where they received orientation around the campaign and were invited to their first shifts and socials.
Recruits are new members of the community who have completed their first shift. In this delicate stage, it is key that a new activist gets a lot of attention from organizers to keep them engaged. Organizers will reach out to recruits to see how their first shift went and encourage their continued participation by inviting them to another upcoming shift or social event.
A member is someone who regularly attends different kinds of events hosted by PAF without necessarily needing as many reminders. Members perform the main work of the campaign, like canvassing, phone banking, and door-knocking. All members will receive a PAF shirt and will be assigned to an organizer who will check in on them, invite them to events, and provide mentorship. Any member can lead a discrete project, such as hosting a social or phone banking party.
Members who consistently show up and do good work should be considered for organizer roles. This group will be responsible for leading shifts, recruiting, onboarding, and training members; including providing 1:1 mentorship to an assigned team of activists. Organizers should expect to contribute at least 3 hours to the campaign each week.
In a two-week period, each organizer will:
Attend a biweekly 1:1 with their assigned captain (30 minutes)
Attend a biweekly organizer meeting (1 hour)
Lead biweekly 1:1s with their assigned members (15 minutes each, ideally 6 members per organizer)
Lead at least 1 shift biweekly (2.5 hours)
Organizers who consistently do exceptional work should be considered for captain roles. This group will be responsible for leading shifts and providing 1:1 mentorship to an assigned team of organizers. Captains should expect to contribute at least 5 hours to the campaign each week.
In a two-week period, each captain will:
Attend a biweekly 1:1 with the Campaign Coordinator (30 minutes)
Attend a biweekly organizer meeting (1 hour)
Lead biweekly 1:1s with their assigned organizers (15 minutes each, ideally 4 organizers per lead)
Lead at least 1 shift biweekly (2.5 hours)
Besides the Organizer role defined above, other specific leadership roles are available such as coordinating social events, social media, recruitment efforts, or other activist-led projects. These roles will be created as needs arise and individual organizers step up to fill them.
1:1s are our way of baking mentorship into the PAF experience for all our activists. At all levels, these meetings will follow this basic format:
Check-in: Whatâs going on in your life right now?
Successes: Whatâs something you did well recently, and what did you learn from it?
Support: Howâs the campaign work going for you? What challenges are coming up? Is there anything else youâd like to do to help?
Ideas: All of us are new at running a campaign like this. What ideas do you have for improving the campaign?
Next Actions: Provide an update on numbers and offer to troubleshoot problems or connect you to resources that can help.
Organizer meetings will include both organizers and captains. The goal of the meeting is to foster a sense of community among organizers and a sense of ownership over this campaign. These meetings will be used to communicate campaign updates and any opportunities for organizers to take on additional responsibilities, like leading shifts focused on letter-writing, chalking, posting recruiting flyers, etc. These meetings will also be used to discuss any ideas harvested from 1:1s that require further discussion.
This guide is an example of what is called Relational Organizing. Relational Organizing is a strategy for organizing an activist community by investing in individual relationships.
The following principles of Relational Organizing should guide you as you engage in the organizer role:
Research has shown that the single greatest factor in determining whether someone will get involved and stay involved in a social movement is whether they have friends in the movement. An organizerâs job is to ensure every person who gets involved makes friends in our community so they can sustain over the long term.
Relational organizers face a paradox. Weâre trying to organize people to build a powerful social movement. But if people feel that weâre only interested in them as pawns in our strategy, their motivation will fall apart. The solution is this: to succeed as an organizer, you need to take a genuine interest in the people you are organizing. You have to connect with the part of you that genuinely wants to get to know them and to see them grow as individuals by participating in the movement.
If every message you send someone has an ask, theyâll get tired of hearing from you. Make sure some of your conversations with your activists are mainly social. Ask lots of questions to keep the conversation going. Itâs a good idea for your first message to a new activist to focus on starting a relationship. For instance, ask about their âanimal rights storyâ or how they became interested in activism.
This page outlines your key responsibilities as an organizer. The remaining sections of this guide will explain how to fulfill these responsibilities.
Recruiting, Onboarding & Supporting New Activists
A large part of your role as an organizer is to help grow and maintain our community of activists. This includes recruiting new activists by asking interested people to complete the and leading (if youâve ). It also includes encouraging involvement from new activists by sending personalized invites to events and shifts, helping them feel welcome during socials, and offering support as they get started with their activism.
Organizing & Leading Shifts
Organizers lead at least one shift on a biweekly basis. This includes
How to schedule shifts and events using the Stampede portal, and best practices for running various types of shifts.
To get started, navigate to Stampede and log in. If this is your first time logging in, follow the prompts to sign up on the main page.
This section provides an overview of our ladder of engagement and how to help deepen activistsâ connection with the campaign.
Our goal as organizers is not only to get more people involved in the campaign, but to encourage greater engagement from those currently involved. This section provides guidance on how to accomplish this, as well as how to track engagement and send messages using Stampede.
Keeping Activists Engaged
Grassroots movements such as ours rely on a group of dedicated activists. Organizers each have an assigned group of activists that theyâre responsible for moving through the ladder of engagement. The organizerâs goal is to invite people to get more involved in the campaign over time by providing support and mentorship.
Tracking Organizing Activity in Stampede
Our Stampede portal was created to help support and track organizing efforts. Youâre responsible for adding any events or shifts you plan to host in Stampede so that the community is aware, tracking activistsâ levels of engagement with the campaign, reaching out to your assigned activists, and logging notes from your conversations.
Creating a Sense of Community
When activists feel a sense of belonging, relatedness, and community, they are more likely to stay involved. Organizers are the ambassadors of the PAF community, and are instrumental in creating a sense of belonging through relational organizing. This includes getting to know all activists assigned to you, encouraging participation, and making sure everyone at events you attend feels included and welcomed.
How to schedule and cancel shifts and events using the Stampede portal.
How to add an upcoming shift or event that youâll be hosting to the Stampede portal.
Navigate to the âEventsâ tab in the top menu, then select âHost Eventâ.
Enter the event details in the form that appears.
Name: What you would like the event title to be (e.g. âPostcard Writing Partyâ)
Type: Select the event type from the available options (voter outreach encompasses most shift types)
Location: Where the event will take place. Start typing in the address and accept the auto-complete suggestion to ensure it shows up accurately on the map. Leave this blank if your event is virtual
When finished, select the green âCompleteâ button at the bottom of the form.
Your event will appear alongside all other scheduled events under the âBrowse Eventsâ tab, where activists can RSVP to attend.
*Note: The ability to copy events, create recurring events, and edit events is coming soon. The platform does not currently support these functions.
While every user is able to cancel their own events, Organizers and Support team members have the ability to cancel any event. In case of a cancellation, an email is sent to all attendees.
If you need to cancel your event, you can do so by locating your event under the âBrowse Eventsâ tab, and selecting âCancel eventâ.
*Note: Please review the event details to double-check that it is definitely your event before canceling, as organizers have the ability to cancel any event.
If you do need to cancel, be sure to text everyone who RSVPâd to let them know, particularly if itâs a last-minute cancellation as not everyone may check their email.
You can do this by clicking the âDetailsâ button to the right of âCancel eventâ as shown above, then, âText attendeesâ.
How to get started with preparing for and leading a shift, and instructions for running different types of shifts.
This section provides an overview of how we define and track engagement levels in Stampede, and what we should be doing for activists at each stage in order to move them up the ladder.
The is a framework we use to help deepen the involvement of our activist base. In order to track engagement levels, each Volunteer is assigned a number in . Below is a guide to the numbered statuses that youâll find assigned to each volunteer in our system, and the actions needed for the activists at each stage.
Once you have created a shift, itâs up to you to make sure that people attend! How to check RSVPs and take action to fill your shift.
To see who has signed up for your shift, you can navigate to the âEventsâ tab in the top menu, then âBrowse eventsâ. Scroll through the list to find your event, where youâll see the number of attendees on the event listing. You can find the specific attendees if interested by clicking âDetailsâ.
*Note: After RSVPing to an event, a confirmation email for the event is sent to the activist from which they can add it to their calendar if desired. In addition to their deviceâs default reminder settings, they can also set a reminder on their Stampede account page if they choose this option. Reminders are sent 24h before an event starts.
In Denver, please upload photos to proanimalcolorado.org/upload
In Portland, please upload photos and videos to proanimaloregon.org/upload
Meeting Link: If the event is virtual or hybrid, youâll need to create and include a meeting link (e.g. Zoom, Google Meet) Leave this blank if your event is in person
What to bring: Any resources youâd like attendees to bring with them, including a charged phone, pen/paper, snacks, etc.
Start & end time: Enter the date & time your event will begin, and when youâd like to aim for it to end
Description: A brief description of what the event is, the location type and any access instructions that may be needed, and whether food will be served
Attendee Limit: Select whether or not youâd like to limit attendees, and if so add the number youâd like to cap attendance at (e.g. 10 people)
Visible to Public: Selecting âNoâ limits the event to only community members with Stampede logins, while selecting âYesâ makes the event viewable to anyone that visits the Stampede site. By default, you can select âNoâ for smaller social events and shifts since these are generally only open to community members.
*Note: Selecting âNoâ also ensures your personal address, if listed, is not visible to the public.
Here are some resources you can reference for step-by-step instructions on leading various types of shifts.
*Note: More guides will be added to this section as we try out different shift types.
0 â Pending: They have completed the volunteer interest form and been entered into our system, but they have not yet been onboarded.
1 â Prospect: They have completed their onboarding call, but have not yet attended a shift.
2 â Recruit: They have attended their first shift.
3 â Member: They are regularly attending different kinds of PAF events and have become an engaged community member. This is the ideal stage that we would like to get people to. (Stampede will automatically assess someone as a 3 after their 7th event).
4 â Organizer: This person regularly fulfills certain leadership responsibilities within the campaign.
T â Support Team: This person fills a specific technical role on the PAF support team.
Any noteworthy information from your conversations with activists should be logged in Stampede as âNotesâ. This could include anything discussed during your biweekly 1:1s that youâd like to keep track of, including pain points and additional needs, ideas and areas of interest, or personal life updates you think other organizers should be aware of. To add notes to activist profiles, you can follow the steps below.
From the Stampede âOrganizingâ page, youâll search their name
Check the box to the left of their name, then go to the actions bar just below the search and filter bar, and click the âAdd Noteâ option
A window will pop up where you can enter your note(s)
Once done, select âCreateâ
*Note: You can add the same note to multiple activist profiles by selecting each name before clicking âAdd Noteâ. The note will then save to each activistâs profile.
If you still have open spots left for your shift or would like to remind people of your upcoming event, you can do so by sending group reminders or individual invites through Slack and Stampede. Sending individual invites is a great way to encourage activists to attend, and helps make newer or less involved community members feel more welcome.
Slack:
Send a message in Slack to the #campaign channel.
Send individual messages to activists in Slack. (*Note: Only depend on this for activists that you know to be active on Slack, as not everyone regularly checks their messages)
Stampede:
Send a bulk text message reminder to a group of activists.
Send individual texts to specific invitees.
Invite people who live close to your event (this feature sends an automatic text to whoever you invite)
**You can find step-by-step instructions for sending messages through Stampede here.
How to use Stampede to search for and filter your assigned activists, and send messages through the platform to streamline your weekly outreach.
Searching & Filtering Activists
Sending Individual or Bulk Messages
In the Stampede portal, navigate to the âOrganizingâ tab in the top menu.
If you scroll down, youâll see a list of all activists. You can narrow the results by using the filter bar at the top, where youâre able to:
Search for individual activists by name
Filter by (Prospect, Recruit, Member, etc)
Select âMy Teamâ to see only activists assigned to you
Once you find the activist(s) youâd like to reach out to, you can either send text messages one by one, or in bulk.
Individual text: To send a text to one person, search them by name and select the messages icon.
Bulk text: To send a text to multiple activists, you can select them using the check box to the left of their names, then choose an SMS option in the action bar at the top of the list.
SMS 2-way sends a text message from your personal phone number so that recipients can respond. This is most likely the option youâll want to use for personalized outreach messages so that you can have two-way conversations.
SMS 1-way sends a text message from a generic PAF phone number. This is an outbound-only text, and they will be unable to reply. This is a good option for sending a generic message such as a bulk invite to the campaign socials, but not for more personalized messages that may warrant a response.
Whichever option you select will prompt the messaging app on your device to open.
Write your message and send. Any bulk communication is handled by the app and doesnât cost you anything.
