Volunteer field guide. Use campaign-approved messaging. When in doubt, ask HQ before sharing process or legal details.
Field playbook · roles/01i-small-format-gatherings.md
Small-format gatherings — coffee, lunch, appetizers, clergy coffee
Extend the Events · hosting playbook with lighter formats that feed house parties and immersions.
Coffee meetup (60–75 min)
- Purpose: relationship maintenance or recruiting one new connector.
- Size: 3–8; public cafe or private porch.
- Good: everyone leaves with one named next step.
Lunch meetings (45–90 min)
- Purpose: stakeholders who won’t attend evenings.
- Venue: quiet enough to hear; Events confirms AV if Kelly joins virtually.
- Good: short agenda on paper; one person runs clock.
After-dinner appetizers (90 min)
- Purpose: neighbors who want low speech social time.
- Flow: food first; optional 10-minute framing after 40 minutes of mixing.
- Good: host introduces Kelly once, not repeatedly.
Meet with clergy (often 30–45 min office visit)
- Use Faith community visits playbook for protocol.
- Bring leave-behind only if HQ approves; default is listening.
Schedule county clerk visits
- See County Clerk visit checklist — professional, factual, gratitude for workload.
What good looks like
- Every format ties to pipeline stages: identify → invite → confirm → attend → follow up.
- Social has one dignified post per format when appropriate (not every private coffee).
KPI hooks
- Track coffee / lunch / clergy touches in Events KPI grid (demo dashboard mirrors).