Volunteer field guide. Use campaign-approved messaging. When in doubt, ask HQ before sharing process or legal details.
Field playbook · roles/01b-events-hosting-playbook.md
Events · hosting playbook (step-by-step)
Use this when you are within 7 days of an event.
Deep playbooks (pick your format)
- House party playbook — home programs, fundraisers-in-home, listening sessions, recruitment.
- Fundraising receptions & county objectives — receptions, county targets through September, tracking grid.
- Weekend Community Immersion — 4–5 short home gathers around an anchor event.
- Two-day city immersion — stack clerk, leaders, students, homes, faith.
- Travel rhythm model — sustainable weekly touring defaults.
- Faith community visits — respectful scheduling and follow-up.
- Small-format gatherings — coffee, lunch, after-dinner appetizers, clergy coffee.
- Festivals, fairs & local guide — booth strategy + Kelly’s local guide checklist.
- County Clerk visit checklist — county seat elections office professionalism.
Volunteer web hub: /volunteer/resources/events-lane (toolkits + email follow-ups).
T-7 days — lock logistics
- Confirm date/time/address and publish internally.
- Assign: setup captain, program lead, signup captain, breakdown captain.
- Confirm materials: signs, handouts (if any), tablets/clipboards.
T-3 days — fill the room
- Relational: personal invites to the top 20 likely attendees.
- Social: 3 posts/stories with distinct angles (who, what, why).
- Events: partner confirmations (room, AV, parking).
T-1 day — message discipline
- Send 24-hour reminder with parking + what to bring.
- Confirm one-minute welcome script and one-minute call-to-action.
- Safety check: weather, lighting, accessibility.
Day-of — run-of-show (example 60-minute community coffee)
- T=0 — Setup complete; signup station live.
- T=10 — Welcome + story (local face if possible).
- T=20 — Brief campaign snapshot (non-adversarial, factual posture per HQ).
- T=35 — Clear ask (one primary ask, not seven).
- T=45 — Q&A with moderation rules (respect, brevity).
- T=50 — Signup sprint + photo/video policy reminder.
- T=60 — Thank-you + next event date tease.
- T+2h — Send follow-ups to every new signup (template from HQ).
Within 48 hours — debrief (15 minutes)
- What recruited? What didn’t? What will we cut next time?
- Write 3 bullets for county/state leadership.
Failure recovery
Low turnout: do a relational salvage — 10 personal calls, schedule a smaller micro-event within 7 days.