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
PDF

Primary Asks

📋

Appointment Setting Log

Only accessible to appointment setters

👥

Meeting Roles

View 2 files

Fall 2025 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.

Democratic MOC Republican MOC
Senate House Senate House
Permitting Reform
Fix Our Forests Act
Permitting Reform
Fix Our Forests Act
Permitting Reform
Fix Our Forests Act
Permitting Reform
Foreign Pollution Fee (CBAM)

Primary and Secondary Ask Training

Lobby Training #1: Primary & Secondary Asks
October 30 • 8:00PM ET
Lobby Training #2: Legislative Plan and Q&A
November 3 • 1:00PM ET
Fall 2025 Virtual Conference
November 14-15
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
November 2 • 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.

Fall Conference & Lobby Day Logistics and Q&A
November 6 • 8:00PM ET

For new participants attending their first lobby day.

Bringing Policy Support from Trusted Messengers to Congress
Start Training
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
Steve Glaser
We've often been told about the effectiveness of various means of ...
Chris Hoffman
Senators Mark R. Warner of Virginia and Shelley Moore Capito of West Virginia ...
Emily Baker
What is your stance on the EPA's plans to redefine/clarify the definitions of ...
Mindy Ahler
We've had a number of questions from offices about what we think about ...
Daniela Brod
Hello- A staffer in a recent meeting asked whether we had any information on “ ...
Steven Ghan
Marc Dunkelman, author of Why Nothing Works, calls for a balance between ...
Lisa Ryers
Hello, on a recent Instagram post I made for CCL Tucson advocating for a ...
Mindy Ahler
As we finish up many lobby meetings this week I thought it would be helpful to ...
Jonathan Marshall
Climate policy experts affiliated with Resources for the Future argue that ...