Lobby Meeting Outline (After Initial Meeting)
To download this resource click on the blue "Download" button below. Use this outline to plan for a standard meeting with a Congressional office following up after your initial meeting. If you’re meeting with the member of Congress or a staffer for the first time, then you may want to use the sample agenda for an initial meeting.
It might be the case that not all of these steps or lobby roles make sense for your meeting, so feel free to tweak it as necessary. However, we strongly encourage you to include an appreciation, CCL’s primary ask, and, a supporting ask.
Depending on the size of the lobby team, an individual may fill multiple roles. Everyone is encouraged to participate in the discussion, but give deference to the constituents wherever possible.
- Leader – the lobby team member who empowers everyone to share and participate, especially the constituents, so that we build our capacity for this work. The lead may also facilitate the transitions in the agenda. If the leader is not the Liaison, the leader is responsible for briefing the Liaison after the meeting. The leader assigns roles before a meeting.
- Appreciator – the lobby team member who shows appreciation for something the member of Congress has recently accomplished. If possible, this should be a constituent.
- Timekeeper – the lobby team member who asks how much time do they have for the meeting and signals when there are just a few minutes remaining.
- Notetaker – the lobby team member who takes notes. If possible, the note taker should be an experienced volunteer. This person should be able to follow the thread of the conversation, specifically capturing what’s said by the member of Congress or staffer. SAME DAY, types those notes into the online form.
- Discussion – all lobby team members are encouraged to participate in the discussion, especially the constituents.
- Asker – the lobby team member who presents CCL’s purpose and ask. If possible, this should be a constituent who has a strong grasp of our policy and its wider implications and ripple effects. The asker leaves the 1-page primary ask behind.
- Deliverer – the team member who is responsible for bringing constituent letters, postcards, or endorsements letters from community leaders to the meeting.
- Follow-up – this lobby team member sends follow-up meeting materials and a thank you card. If the person doing the follow-up is not the Liaison, he/she should coordinate on the follow-up items with the Liaison soon after the meeting.