Overview: Using data effectively in your work can ensure that you know where to focus your efforts, who to reach out to, how to reach them, and if your outreach efforts are effective. Data can help you stay organized, avoid mistakes and wasting resources, and make informed decisions for the future.
In order to launch an effective data-driven campaign in Organizer, all partners should follow the steps listed below. You may use the questions below to guide you through the steps, if desired.
- Identify and set data-driven goals
- Create a timeline for launching your data-driven campaign
- Identify and Gather Data for Import
- Onboard to Organizer and train your team.
Identify and set data-driven goals
- What are your organization's campaign plans for the year? What are 1-3 goals you’ve set for these campaigns? (i.e. pass Bill 123, grow membership, strengthen relationships with elected officials)
- For which of the goals listed above do you plan to use Organizer’s data and outreach tools to aid your success? Which data and/or tools? (i.e. we will use phone banking to recruit for events in order to grow membership)
Create a timeline for launching your data-driven campaign
- What hard deadlines do you have in your campaign? (i.e. Voter registration deadline, election day) What soft deadlines do you have in your campaign? (i.e. your CEO would ideally like this campaign to launch January 1st)
- Based on the hard and soft deadlines listed above, when will you need to begin work in Organizer? (i.e. you need at least 2 weeks for event recruitment)
- Are there any other critical projects, events, deadlines, or out of office plans that we should be aware of?
- Use the campaign plans and deadlines listed above to figure out when you’ll need to begin work in Organizer and note key dates below. Consider time needed to source, request, clean, and import partner and voterfile data, and (whenever possible) include buffer time into your timeline. (On average, plan for approximately 2 weeks for custom partner data to be cleaned and imported into your Organizer account. Also, consider time needed to onboard to Organizer and train staff on any outreach tools)
Identify and Gather Data for Import
- What data will you need to access in Organizer to take actions needed to meet campaign goals listed above? (i.e. people opted into receiving communications, supporter lists, participation in past advocacy campaigns)
- Where can you access the data listed above? Who will you need to reach out to in order to gain access / export this data? Is there anyone that needs to verify that this can be used in an external system? (i.e. communication opt-in lists in Salesforce that need to be exported by a member of the data team)
Onboard to Organizer and train your team
- Who from your organization needs to attend the onboarding and training sessions for Organizer and Atlas by Murmuration? Consider the campaign plans and goals identified above.
- As part of the Onboarding and Training phase, we will deliver training on Organizer and Atlas by Murmuration features. Are there any topics or areas that are important to you and that you want to make sure are prioritized first in your Organizer and Atlas by Murmuration training?
Resources
View the Organizing and Advocacy Playbook as a PDF
Background Information
Advocacy Action Plan Phase-Learning
Advocacy Action Plan Phase-Planning
Advocacy Action Plan Phase-Implementation
Advocacy Action Plan Phase-Execution
Advocacy Action Plan Phase-Reflection