Lobby Meeting Toolkit 🧰

2026 Conservative Lobby Day

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
PDF

Clean Energy Permitting Reform

Primary Ask

PDF
🌲

Fix Our Forests Act

Supporting Ask · Senate only

📋

Appointment Setting Log

Only accessible to appointment setters

👥

Meeting Roles

View 2 files

Primary and Supporting Asks

For the best lobby day experience, it is recommended that all participants watch the Primary and Supporting Asks training(s). Additional training will be provided at the conference.

Primary and Secondary Ask Training

Lobby Asks & Logistics Training
April 9
Conservative Conference & Lobby Day
Clean Energy Permitting Reform Overview
Fix Our Forests Act
Senate Updates to Fix Our Forests

🎓 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.

Required Training

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

VIDEO
 
 
 
Climate Advocate Training
March 22 • 2:00PM 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
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
Nancy Jacobson

Are parts of the Hickenlooper-Padilla draft proposal on transmission very ...

Steven Ghan

This piece by Nick Loris of C3 Solutions lays out the challenges and ...

Mike Kelly

I'm a computer scientist by trade and subscribe to an academic journal called ...

Ronda Seifert

Do you feel like your representatives in congress aren't doing what we've ...

Dana Nuccitelli

Crux, which helps finance clean energy development, released a white paper ...

Dana Nuccitelli

A group of Senate Dems on the relevant Energy & Natural Resources Committee ...

Dana Nuccitelli

Permitting reform negotiations have been something of a roller coaster ride ...

Betty Carteret

This is a very interesting story from Oregon Public Broadcasting about ...

Deirdre Henderson

Back in January, a number of us were concerned that CCL declaring victory in the ...