Lobby Meeting Toolkit 🧰

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.

🗓️ Fall 2026 Lobby Days
  • Senate (virtual): Monday, November 9 — all Senate meetings take place this day
  • House (virtual): Week of November 16–20
  • Targeted fly-in (in person, DC): Monday, November 9 — select Democratic offices, by invitation. Liaisons for targeted members will hear directly from CCL.

Details are still being finalized — check back for updated asks, ask sheets, and trainings.

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
📄

Primary and Secondary Ask Sheets

Coming soon

📋

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: Bipartisan American Affordability and Jobs Act (BAAJA, S. 5653) — permitting reform
Secondary: Fix Our Forests Act
Primary: Bipartisan American Affordability and Jobs Act (BAAJA, S. 5653) — permitting reform

Final ask language for each chamber is coming soon.

Resources for planning lobby meetings

BAAJA Toolkit

Primary Ask · Permitting Reform

Fix Our Forests Toolkit

Secondary Ask · Senate only

🎓 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.

Fall Lobby Day Trainings

Dive into the Details of BAAJA
Thursday, October 22 • 8:00PM ET
Lobby Training #1
Thursday, October 29 • 8:00PM ET
Climate Advocate Lobby Training
Thursday, November 12 • 8:00PM ET

Additional lobby day trainings will be added here as they are scheduled.

Required Training

Climate Advocate Training is required for all first time lobbying participants.

VIDEO
▶
 
 
 
Climate Advocate Lobby Training
Next live session: Thursday, November 12 • 8:00PM ET
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
Emily Baker

There was a petition/comment action circling around from Friends of the Earth ...

Jonathan Marshall

(Cross-posted from the Carbon Pricing Action Team forum)

In his second ...

David Homans
Timely quote from Abundance by Ezra Klein and Derek Thompson

“In his 2022 ...
Sarah Fischell

Here's a good piece on how monopoly utilities may view BAAJA. It also makes the ...

Linda Racine

This article outlines both things Sierra Club likes about the bill as well as ...

Deanville Celestine

Just sharing this PDF for the positions IBEW, the electrician's union, has on ...

Joanne Leovy

There has been some discussion that the mix of resources waiting in the ...

Dana Nuccitelli

Daniel Palken is awesome – he was the staffer who wrote most of the ...

Joanne Leovy

I asked two community leaders with extensive knowledge of both energy policy ...