Template: One-to-One Contact & Leadership Development Tracker

Objectives:

Utilize a structured tracking system to document key information form one-to-one (1:1) conversations
Track individual growth and participation over time to support intentional leadership development
Use relationship data to build sustainable Power With community leaders and advocates. </aside>

Before using this tool, coalition and/or campaign leaders should have a clearly defined campaign or coalition goal and an established ladder of engagement that outlines pathways for members to deepen their involvement over time. More information on how to create a ladder of engagement can be found here. It is also recommended that a power analysis is conducted at some point during the campaign and level of influence is added to the tracker.

1:1 Reminder Sent Date	1:1 Date	First Name	Last Name	Phone Number	Email	Physical Address	City	Zip Code	Name of Organization / Affiliation	Preferred Follow-up Method	Best Time To Contact	Category / Position	Relationship to the Movement/ Issue	Degree of Influence	Self-Interest	Ladder of Engagement	Leadership Potential	Current Role(s)	Strengths	Skills to Build	Next Ask / Next Step	Support Needs / Barriers	Stretch Goal / Escalation Opportunity	Next Check-In Date	1:1 Recommendation	Notes
11/2	11/5/2026	Julie	Gonzales	303-111-1111	[email protected]	123 Winning Way	Denver	80203	Colorado General Assembly, ex. nonprofit, coalition, agency, school, faith group, neighborhood association, unaffiliated	E-mail	Time of day / Day of the week / Blackout Dates to be considered	District 34, Key Decision Maker (e.g. Key Decision Maker, Colorado Senate Majority Leader)	Prime Sponsor of SB26-005 Rights Violation in Immigration Enforcement Remedy	High	Housing Development	Level 5	Leader / Super Advocate	🌟 Current Leader / Mentor	ex. volunteer, coalition member, neighborhood connector, spokesperson, canvasser, committee member, informal community leader	ex. trusted relationships, lived experience, bilingual, strong follow-through, facilitation, storytelling, turnout, policy knowledge	ex. public speaking, facilitation, outreach, 1:1 asks, policy analysis, media skills, meeting prep, conflict navigation	ex. attend next meeting, collect 10 signatures, invite 2 people, join action, co-facilitate, complete training	ex. transportation, childcare, language access, disability access, confidence, schedule, training, technology, stipend	ex. lead outreach team, speak at public meeting, co-facilitate training, mentor new member, coordinate action role	11/16/2026	Do you have someone else that I can talk to who may be interested? Her neighbor, Domingo Dominguez, [email protected], 303-256-1234 (text him) leader of the local neighborhood watch (e.g. can you think of anyone else?)

Tips for using the tracking tool:

Fill out the One-to-One Contact & Leadership Development Tracker before and after the 1:1, so you can be fully present with the individual.
Only record information that is relevant to follow-up, relationship-building, and future organizing. Focus on key motivations, concerns, barriers, and next steps.
Be mindful of privacy when filling out the tracking tool. Even if notes are primarily for internal use, organizers should be mindful about what they choose to document.

Originally sourced from: https://provechocollective.org/tools-and-support/power-building-toolkit/