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Recruitment Strategy Worksheet
1. Write down recruitment goals
How many people we want to participate in the conversations:
How many facilitators we will need, based on how many people we want in the conversations:
2. Think about how many people you need to reach out to in order to meet your goals
Not everyone you talk to about your program will be interested in signing up. Use the
recruitment funnel to estimate how many people you will need to contact to reach your goals.
Answer the following questions:
• How many people do we want
involved?
• How many people do we need signed
up to have that number of people show
up?
• How many people need to be
interested enough to want to sign up?
• How many people do we need to
contact to create a critical mass of
interested people?
For example, let’s say you want 15 people involved. You may estimate that 23 people need to
sign up in order for 15 people to show up at the meeting or event. For 23 people to sign up, you
estimate that 40 people need to be interested. For 40 people to be interested, you estimate that
you would need to reach out to 75 people. Now you need to make a plan to reach out to 75
people to reach your goal of getting 15 people involved.
The Recruitment Funnel
3. List the main groups of people we want to invite, and how many people to reach out to:
Group to invite How many people
we will reach out to
Notes on strategies to reach this group
4. Think about underrepresented groups that are hard to reach
We want to include residents who don’t often participate. Often times a newspaper article, radio
announcement, or a flyer will not be enough to get them to attend.
Think about what groups are hard to reach in your community and brainstorm some effective
strategies for reaching out to them:
Who is hard to
reach in our
community?
Why are they hard to
reach?
Where can we find
them?
How can we invite them so the
“why” and “where" are
addressed?
5. List people and/or groups you will personally reach out to
70% of participants join because someone they trusted asked them to be in a dialogue or to be a
facilitator.
You and your coalition members may already have a relationship with key people and/or groups.
Tap into these connections!
List your connections and their contact information below. Bring this list to your next meeting.
1.__________________________________________________________________________
Contact person Phone E-mail address
__________________________________________________________________________
Street City State Zip Code
2.__________________________________________________________________________
Contact person Phone E-mail address
__________________________________________________________________________
Street City State Zip Code
3.__________________________________________________________________________
Contact person Phone E-mail address
__________________________________________________________________________
Street City State Zip Code
4.__________________________________________________________________________
Contact person Phone E-mail address
__________________________________________________________________________
Street City State Zip Code
5.__________________________________________________________________________
Contact person Phone E-mail address
__________________________________________________________________________
Street City State Zip Code
6.__________________________________________________________________________
Contact person Phone E-mail address
__________________________________________________________________________
Street City State Zip Code
7.__________________________________________________________________________
Contact person Phone E-mail address
__________________________________________________________________________
Street City State Zip Code
8.__________________________________________________________________________
Contact person Phone E-mail address
__________________________________________________________________________
Street City State Zip Code
9.__________________________________________________________________________
Contact person Phone E-mail address
__________________________________________________________________________
Street City State Zip Code
10.__________________________________________________________________________
Contact person Phone E-mail address
__________________________________________________________________________
Street City State Zip Code
6. Ask coalition members to give you a list of 10 people to send invitations to
Coordinate who will reach out to coalition members:
1. Ask each coalition member to give you a list of 10 people (name, address, phone
number, email) to send to invitations to.
2. Send invitations.
3. Have coalition members make follow up phone calls to their list.
4. Follow up with coalition members to let them know who has, and has not replied.
Notes and Tips for Recruiting
Types of people to recruit:
• People with communications, graphic design, and/or public relations skills to develop
messages and promotional materials.
• Good planners to help with logistics such as checking out locations, ordering food,
organizing child care, bring sign-up sheets, etc.
• Good writers to write, edit, and review your discussion guide.
• People with facilitation, meditation, and conflict resolution skills to be facilitators in your
dialogues. Recruit them from Certified Application Counselor programs, social work
schools, mediation centers, and the general public.
• Participants from every part of the community.
Tips for recruiting:
• Most people respond when invited by a friend or someone they respect. This is why
word of mouth is the best recruiting tool.
• People need to hear a message from three to five times before they act on it. Use multiple
ways to get the word out.
• Reach out beyond “the same ten people.” Often times the same people volunteer on
multiple boards and with multiple organizations. Recruit beyond this group and get new
volunteers involved in your effort.
• Communicate that they are important and that you value them and the contribution they
can make.
• Work with the communications committee to create materials.
Strategies to recruit new leaders:
1. Ask “Who’s not here?”
2. Look people with specific skills
3. Ask for a small commitment first
4. Appeal to self interests.
5. Show how their involvement will result in positive change
6. Clearly define the task
7. Use current leaders to recruit new leaders
8. Show people you value their time
9. Offer benefits for participating
10. Publicize your efforts
Notes and Tips for Recruiting
Types of people to recruit:
• People with communications, graphic design, and/or public relations skills to develop
messages and promotional materials.
• Good planners to help with logistics such as checking out locations, ordering food,
organizing child care, bring sign-up sheets, etc.
• Good writers to write, edit, and review your discussion guide.
• People with facilitation, meditation, and conflict resolution skills to be facilitators in your
dialogues. Recruit them from Certified Application Counselor programs, social work
schools, mediation centers, and the general public.
• Participants from every part of the community.
Tips for recruiting:
• Most people respond when invited by a friend or someone they respect. This is why
word of mouth is the best recruiting tool.
• People need to hear a message from three to five times before they act on it. Use multiple
ways to get the word out.
• Reach out beyond “the same ten people.” Often times the same people volunteer on
multiple boards and with multiple organizations. Recruit beyond this group and get new
volunteers involved in your effort.
• Communicate that they are important and that you value them and the contribution they
can make.
• Work with the communications committee to create materials.
Strategies to recruit new leaders:
1. Ask “Who’s not here?”
2. Look people with specific skills
3. Ask for a small commitment first
4. Appeal to self interests.
5. Show how their involvement will result in positive change
6. Clearly define the task
7. Use current leaders to recruit new leaders
8. Show people you value their time
9. Offer benefits for participating
10. Publicize your efforts

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Recruitment Strategy Worksheets

  • 1. Recruitment Strategy Worksheet 1. Write down recruitment goals How many people we want to participate in the conversations: How many facilitators we will need, based on how many people we want in the conversations: 2. Think about how many people you need to reach out to in order to meet your goals Not everyone you talk to about your program will be interested in signing up. Use the recruitment funnel to estimate how many people you will need to contact to reach your goals. Answer the following questions: • How many people do we want involved? • How many people do we need signed up to have that number of people show up? • How many people need to be interested enough to want to sign up? • How many people do we need to contact to create a critical mass of interested people? For example, let’s say you want 15 people involved. You may estimate that 23 people need to sign up in order for 15 people to show up at the meeting or event. For 23 people to sign up, you estimate that 40 people need to be interested. For 40 people to be interested, you estimate that you would need to reach out to 75 people. Now you need to make a plan to reach out to 75 people to reach your goal of getting 15 people involved. The Recruitment Funnel
  • 2. 3. List the main groups of people we want to invite, and how many people to reach out to: Group to invite How many people we will reach out to Notes on strategies to reach this group
  • 3. 4. Think about underrepresented groups that are hard to reach We want to include residents who don’t often participate. Often times a newspaper article, radio announcement, or a flyer will not be enough to get them to attend. Think about what groups are hard to reach in your community and brainstorm some effective strategies for reaching out to them: Who is hard to reach in our community? Why are they hard to reach? Where can we find them? How can we invite them so the “why” and “where" are addressed?
  • 4. 5. List people and/or groups you will personally reach out to 70% of participants join because someone they trusted asked them to be in a dialogue or to be a facilitator. You and your coalition members may already have a relationship with key people and/or groups. Tap into these connections! List your connections and their contact information below. Bring this list to your next meeting. 1.__________________________________________________________________________ Contact person Phone E-mail address __________________________________________________________________________ Street City State Zip Code 2.__________________________________________________________________________ Contact person Phone E-mail address __________________________________________________________________________ Street City State Zip Code 3.__________________________________________________________________________ Contact person Phone E-mail address __________________________________________________________________________ Street City State Zip Code 4.__________________________________________________________________________ Contact person Phone E-mail address __________________________________________________________________________ Street City State Zip Code 5.__________________________________________________________________________ Contact person Phone E-mail address __________________________________________________________________________ Street City State Zip Code
  • 5. 6.__________________________________________________________________________ Contact person Phone E-mail address __________________________________________________________________________ Street City State Zip Code 7.__________________________________________________________________________ Contact person Phone E-mail address __________________________________________________________________________ Street City State Zip Code 8.__________________________________________________________________________ Contact person Phone E-mail address __________________________________________________________________________ Street City State Zip Code 9.__________________________________________________________________________ Contact person Phone E-mail address __________________________________________________________________________ Street City State Zip Code 10.__________________________________________________________________________ Contact person Phone E-mail address __________________________________________________________________________ Street City State Zip Code 6. Ask coalition members to give you a list of 10 people to send invitations to Coordinate who will reach out to coalition members: 1. Ask each coalition member to give you a list of 10 people (name, address, phone number, email) to send to invitations to. 2. Send invitations. 3. Have coalition members make follow up phone calls to their list. 4. Follow up with coalition members to let them know who has, and has not replied.
  • 6. Notes and Tips for Recruiting Types of people to recruit: • People with communications, graphic design, and/or public relations skills to develop messages and promotional materials. • Good planners to help with logistics such as checking out locations, ordering food, organizing child care, bring sign-up sheets, etc. • Good writers to write, edit, and review your discussion guide. • People with facilitation, meditation, and conflict resolution skills to be facilitators in your dialogues. Recruit them from Certified Application Counselor programs, social work schools, mediation centers, and the general public. • Participants from every part of the community. Tips for recruiting: • Most people respond when invited by a friend or someone they respect. This is why word of mouth is the best recruiting tool. • People need to hear a message from three to five times before they act on it. Use multiple ways to get the word out. • Reach out beyond “the same ten people.” Often times the same people volunteer on multiple boards and with multiple organizations. Recruit beyond this group and get new volunteers involved in your effort. • Communicate that they are important and that you value them and the contribution they can make. • Work with the communications committee to create materials. Strategies to recruit new leaders: 1. Ask “Who’s not here?” 2. Look people with specific skills 3. Ask for a small commitment first 4. Appeal to self interests. 5. Show how their involvement will result in positive change 6. Clearly define the task 7. Use current leaders to recruit new leaders 8. Show people you value their time 9. Offer benefits for participating 10. Publicize your efforts
  • 7. Notes and Tips for Recruiting Types of people to recruit: • People with communications, graphic design, and/or public relations skills to develop messages and promotional materials. • Good planners to help with logistics such as checking out locations, ordering food, organizing child care, bring sign-up sheets, etc. • Good writers to write, edit, and review your discussion guide. • People with facilitation, meditation, and conflict resolution skills to be facilitators in your dialogues. Recruit them from Certified Application Counselor programs, social work schools, mediation centers, and the general public. • Participants from every part of the community. Tips for recruiting: • Most people respond when invited by a friend or someone they respect. This is why word of mouth is the best recruiting tool. • People need to hear a message from three to five times before they act on it. Use multiple ways to get the word out. • Reach out beyond “the same ten people.” Often times the same people volunteer on multiple boards and with multiple organizations. Recruit beyond this group and get new volunteers involved in your effort. • Communicate that they are important and that you value them and the contribution they can make. • Work with the communications committee to create materials. Strategies to recruit new leaders: 1. Ask “Who’s not here?” 2. Look people with specific skills 3. Ask for a small commitment first 4. Appeal to self interests. 5. Show how their involvement will result in positive change 6. Clearly define the task 7. Use current leaders to recruit new leaders 8. Show people you value their time 9. Offer benefits for participating 10. Publicize your efforts