Lobby Meeting Toolkit 🧰

Complete Guide: This guide provides step-by-step instructions, best practices, conversation tips, and engagement strategies to ensure that your lobbying efforts help build relationships and grow the climate movement in an effective and inclusive way.

Meeting checklist

5-8 weeks prior

 

📋 indicates appointment setter actions

 

📁 Materials for your meeting

PDF

Sample Meeting Plan

View 1 files
📄

BRIDGE Common Ground Blueprint Worksheet

View Google Doc Copy
PDF
 

Primary and Secondary Ask Sheets

📋

Appointment Setting Log

Only accessible to appointment setters

👥

Meeting Roles

View 2 files

Primary and Secondary Asks

For the best lobby day experience, it is recommended that all participants review the Primary and Secondary Ask resources below and attend the relevant lobby day trainings.

Senate House
Primary: Permitting Reform — negotiate a comprehensive bill now
Secondary: Fix Our Forests Act
Secondary: Adequate funding for the Forest Service through the appropriations process
Primary: Permitting Reform — negotiate a comprehensive bill now
Secondary: Adequate funding for the Forest Service through the appropriations process

Resources for planning lobby meetings

Permitting Reform Toolkit

Primary Ask

Fix Our Forests Toolkit

Secondary Ask · Senate only

Forest Service Funding Action

Secondary Ask

🎓 Preparing to Lobby

Visit the Preparing for Lobby Day page for more important details regarding recommended training, the lobby meeting appointment setting process and team creation, and how to plan and best prepare for lobby day.

Summer Lobby Day Trainings

Lobbying with Impact: How to Prepare and Show Up Strong for Your Congressional Meetings
Thursday, June 11
Summer Conference & Lobby Day Q&A
Thursday, June 18
Climate Advocate Lobby Training
Thursday, July 2
Lobby Day Training #1
Thursday, July 16
Lobby Day Training #2 and Q&A
Tuesday, July 21 • 1:00PM ET

Required Training

Climate Advocate Training is required for all first time lobbying participants. Climate Advocate Training will also be available as a conference session.

VIDEO
 
 
 
Climate Advocate Lobby Training
Thursday, July 2
Required
Recorded version available

Role-Specific Training

Lobby Meeting Leader Training

Essential training for new lobby meeting leaders.

How to Take Great Notes

Learn how to capture the most important elements in a meeting with a member of Congress.

Featured Training

Though not required, many of CCL's trainings will help you to feel more prepared for lobby day.

Lobbying Basics: The Transformative Power of Citizen Advocacy
Start Training
Lobbying Basics: Planning and Practicing Your Meeting
Start Training
How to Host Online Zoom Meetings
Start Training

Additional Materials

PDF
🏛️

Member of Congress Bios

View
📄

BRIDGE Common Ground Blueprint Worksheet

ViewGoogle Doc Copy
PDF

Meeting Minutes (Printed Notes Form)

View1 files
DOC
📝

Meeting Minutes (Online Form)

View
PDF

Business Cards

View1 files
PDF

Thank You Cards

View1 files
IMG

Zoom Backgrounds

View3 files
📄

Confidentiality with our Meetings with Congress

ViewGoogle Doc

Lobbying Discussion

Relevance
Dana Nuccitelli

The Siting Solutions Project is a nonprofit that tracks state energy ...

D C

@David Homans  mentioned on today's lobby training call about the Western ...

D C
Joanne Leovy

In Southern Nevada a data center proposal just bypassed local opposition to ...

Shannon Fiume

Hi,

I prepared a two-pager wishlist of asks for the Dream.org and CCL meetings ...


Nancy Jacobson

During the Conservative lobby day, we asked our Republican MOCs to look at and ...

Michelle Hamilton

One of the bottlenecks to expanding the grid are ...

Dana Nuccitelli

Lots of volunteers have already flagged Senator Heinrich's new Grid ...

Joanne Leovy

Hi @Dana Nuccitelli , thanks for the great info in yesterday's Lobby Training. ...

    Cheryl Clark

    One of the actions this month is for those who are not attending the national ...

    Thomas Wikman

    Texas has its own grid and energy system, ERCOT, and federal oversight is not ...