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Objectives:

• Clarify the specific policy ask and develop concise, aligned talking points
• Plan the meeting structure, timing, and assigned roles to ensure an efficient and well-facilitated conversation
• Equip advocates with key information about political context and power dynamics related to the policy goal </aside>

Time Required: 60 minutes

Resources Needed:  None

Audience Setting:  Small group of aligned advocates (no more than 6 people)

Planning Form Template:

Logistical Information:

Rep/Sen: ____________________________

Time of meeting: _________      Location: ______________

In attendance from Member’s office: _________________________________________________________

In attendance from Group: ____________________________________________________________________

Accessibility needs (Does anyone in your group need interpretation or other assistance to attend the meeting either in person of virtually):______________________________________________

Preparation: Research your members and what their priority issues are, how have they voted on issues important to you?  What will you thank them for? If the member is new, research their campaign information/website to know their priorities.

Key Meeting Roles:

Meeting leader/facilitator: ____________________________

Issue/Request maker(s): ___________________________

Note-taker: __________________________

Follow up: __________________________________________

Photo taker: ________________________

Meeting Agenda

1. Introductions and thank yous (Facilitator). Facilitator thanks member for the meeting and for past actions, then calls on people to briefly introduce themselves.