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Leveraging Technology for
            Successful Advocacy
                                            Sean Gannon
                                  Senior Manager, Education Sector
                                         GetActive Software

                                                     Mike Dean
                                              Tipping Point Strategies



© 2005. GetActive Software. All rights reserved   Proprietary and Confidential   11/13/07   page 1
Why Grassroots Advocacy is
                    Important


         Educates and empowers major constituents
         Creates a balanced approach
         Grassroots pressure is noticed and effective




© 2005. GetActive Software. All rights reserved   Proprietary and Confidential   11/13/07   page 2
Educate and empower major
                   constituents


            University Constituents: Alumni, faculty, staff,
            students, parents, and community members
                     Universities have a natural base of supporters that
                     are underutilized
                     Invest in your constituents




© 2005. GetActive Software. All rights reserved   Proprietary and Confidential   11/13/07   page 3
A Balanced Approach


            The three legs of Advocacy
                     Lobbying
                     Media
                     Grassroots




© 2005. GetActive Software. All rights reserved   Proprietary and Confidential   11/13/07   page 4
Grassroots Pressure is noticed

                                                 Influence of Individual Communication




                                   100%
                                   90%
                                   80%
                % of respondents




                                   70%
                                   60%                                                                   A lot of influence
                                   50%                                                                   some influence
                                   40%
                                   30%
                                   20%
                                   10%
                                    0%
                                              Postal letters              E-mail messages




                                          Source - Communicating with Congress, Congressional Management Foundation




© 2005. GetActive Software. All rights reserved                Proprietary and Confidential   11/13/07   page 5
Everyone else is doing it
                     Business                                                    Trade Associations




                                       Special Interest Groups




© 2005. GetActive Software. All rights reserved   Proprietary and Confidential   11/13/07   page 6
Growing Power of the Internet

                52% of internet users, or about 63 million people, said
                they went online to get news or information about the
                2004 elections. We call them online political news
                consumers.

                35% of internet users, or about 43 million people, said
                they used email to discuss politics, and one of the most
                popular email subjects was
                jokes about the candidates and the election.

                11% of internet users, or more than 13 million people,
                went online to engage directly in campaign activities
                such as donating money, volunteering, or learning
                about political events to attend.



     Source: Pew Internet & American Life Project

© 2005. GetActive Software. All rights reserved   Proprietary and Confidential   11/13/07   page 7
Effective Advocacy
          revolves around the web

            It is where people go to get information
            Easy to participate
            More engaging
            Proven that it works




© 2005. GetActive Software. All rights reserved   Proprietary and Confidential   11/13/07   page 8
How Technology Makes it Easy


            Improves the speed and efficiency that
            you can get information out
            Your messages can spread to a wider
            audience
            Save time and money
            Advocates expect it
            Can evaluate and target impact


© 2005. GetActive Software. All rights reserved   Proprietary and Confidential   11/13/07   page 9
A Case Study of a
                                   University client


        Went from 3,000 advocates to 15,000
        advocates in less than one year
        Organized over 150 face to face meetings
        between legislators and constituents
        Registered over 3,500 people to vote




© 2005. GetActive Software. All rights reserved   Proprietary and Confidential   11/13/07   page 10
University client
                                Case Study Results


           Increased base budget funding by
           $106 million
                  Received 86% of request
           Received 134 million for capital
           request
           Moved Football Stadium project
           from last to first in state’s priority
           list

© 2005. GetActive Software. All rights reserved   Proprietary and Confidential   11/13/07   page 11
5 Best Practices in Online
                           Advocacy


               Personalize
     
               Be Timely
     
               Create a Theme
     
               Engage the Advocates
     
               Create a Balanced Approach
     




© 2005. GetActive Software. All rights reserved   Proprietary and Confidential   11/13/07   page 12
1. Personalize
        Send your message
        from an individual,
        not from an
        organization
        Address the person
        by name
        Include personal
        data and legislator
        contact information
        in the body of the
        email
        Sign the message
        with your name and
        organization




© 2005. GetActive Software. All rights reserved   Proprietary and Confidential   11/13/07   page 13
Letter Carousel
        “Personalized or individualized messages to Congress have more influence on
        the decision-making process of Members of Congress than do identical form
        messages.” – Communicating with Congress, Congressional Management Foundation report, 2005


            Using letter carousel,
            universities increase
            the uniqueness of
            each communication
            Provide constituents
            with several options
            for including
            personal content in
            their letters

© 2005. GetActive Software. All rights reserved   Proprietary and Confidential   11/13/07   page 14
Establish Regular, Personal
                     Interactions




© 2005. GetActive Software. All rights reserved   Proprietary and Confidential   11/13/07   page 15
Plan Your Year:
                        Create a Marketing Schedule
              JAN.       FEB.       MAR.          APR.    MAY         JUNE         JULY    AUG.     SEPT.   OCT.   NOV.   DEC.




                 1                    1            1        2                                         1
Action
Alerts




                1          1          1            1        1           1           1        1        1      1      1      1
e-News




                                                                                                      1                    1
Petitions




                           1                                1                                                1      1
Tell-a-
friend




© 2005. GetActive Software. All rights reserved     Proprietary and Confidential      11/13/07    page 16
Pyramid of Engagement
                                                                                 Alumni/Advocate
    University
          eNewsletters                                                                      Receiving eNews
          Action Alerts                                                                     Visiting Advocacy website
          Interactive/Informative                                                           Learning about issues
          Advocacy website
          Petitions



                                                                 Tier 4


                                                                 Tier 3


                                                                 Tier 2

                                                                 Tier 1


© 2005. GetActive Software. All rights reserved   Proprietary and Confidential   11/13/07   page 17
Pyramid of Engagement
   University                                                                    Alumni/Advocate
          Targeted and                                                                      Visiting advocacy website
          personalized emails                                                               with purpose
          based on                                                                          Writing letter to legislator
          participation,
                                                                                            Letting their voice be
          legislative district,
                                                                                            heard
          etc.
          Additional
                                                                 Tier 4
          information about
          possible events for
          advocates to
                                                                 Tier 3
          participate in



                                                                 Tier 2

                                                                 Tier 1


© 2005. GetActive Software. All rights reserved   Proprietary and Confidential   11/13/07    page 18
Pyramid of Engagement
    University                                                                   Alumni/Advocate
          Continued targeted                                                                Continued Advocacy on
          and personalized                                                                  University’s behalf
          emails based on
                                                                                            Event participation
          participation,
                                                                                            Calling a legislator
          legislative district,
                                                                                            Very engaged advocate at
          etc.
                                                                                            this point
          Asking advocates to
                                                                 Tier 4
          join you for a
          legislative event
          Asking them to place
                                                                 Tier 3
          a call on the
          university’s behalf

                                                                 Tier 2

                                                                 Tier 1


© 2005. GetActive Software. All rights reserved   Proprietary and Confidential   11/13/07    page 19
Pyramid of Engagement
    University                                                                   Alumni/Advocate
        Continued targeted                                                                  Continued Advocacy on
        and personalized                                                                    University’s behalf
        emails based on
                                                                                            Further Event
        participation,
                                                                                            participation
        legislative district, etc.
                                                                                            Calling a legislator
        Hosting events and
                                                                                            Visiting with a legislator
        going on trips to the
                                                                                            Advocate feels that they
                                                                 Tier 4
        capital
                                                                                            are making a difference in
        Sending advocates on
                                                                                            the University’s efforts
        missions; e.g., meet
                                                                 Tier 3
        with Senator
        Kennedy and discuss
        this issue
                                                                 Tier 2

                                                                 Tier 1


© 2005. GetActive Software. All rights reserved   Proprietary and Confidential   11/13/07    page 20
Establish Regular, Personal Interactions

                                                   June-Sept 2003
                      8,000                                                                                                              140,000



                                                                                                                                         120,000


                      6,000
                                                                                                                                         100,000
 New Members by Day




                                                                                                                                                  Total New Members
                                                                                                                                         80,000

                      4,000

                                                                                                                                         60,000



                                                                                                                                         40,000
                      2,000


                                                                                                                                         20,000



                         0                                                                                                               0
                        6/1/2003   6/15/2003   6/29/2003   7/13/2003     7/27/2003        8/10/2003      8/24/2003     9/7/2003   9/21/2003

                                   New Members by Day      Email message sent        Total New Members


© 2005. GetActive Software. All rights reserved            Proprietary and Confidential       11/13/07       page 21
2. Be Timely




© 2005. GetActive Software. All rights reserved   Proprietary and Confidential   11/13/07   page 22
3. Create a Theme
                                                          UMN’s Successful
                                                            “Bring Gopher
                                                           Football Back to
                                                         Campus” Campaign
                                                                                                      Victory!!




      Sample
    emails from
    their 3 year
     campaign
© 2005. GetActive Software. All rights reserved   Proprietary and Confidential   11/13/07   page 23
4. Engage the Advocates




© 2005. GetActive Software. All rights reserved   Proprietary and Confidential   11/13/07   page 24
5. Create A Balanced approach




© 2005. GetActive Software. All rights reserved   Proprietary and Confidential   11/13/07   page 25
The Future is Now


               Americans spend more time on the
               Internet than any other activity
                                            Number of hours Americans spend on these media activities:
                                                3.6 – Internet, 2.5 - TV, 1.3 – Radio, 1.3 - Telephone

                        OMD, a New York based media services company, November 2006



               An increasing number of people now
               believe that the web can give them more
               political power;
                              USC Annenberg School, December 2005




© 2005. GetActive Software. All rights reserved   Proprietary and Confidential   11/13/07   page 26
Recruit, Engage, Retain™

              Online Communications Solutions
               that Strengthen Relationships
              with Alumni, Parents, and Friends



© 2005. GetActive Software. All rights reserved   Proprietary and Confidential   11/13/07   page 27

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Leveraging Tech for Successful Advocacy Grassroots

  • 1. Leveraging Technology for Successful Advocacy Sean Gannon Senior Manager, Education Sector GetActive Software Mike Dean Tipping Point Strategies © 2005. GetActive Software. All rights reserved Proprietary and Confidential 11/13/07 page 1
  • 2. Why Grassroots Advocacy is Important Educates and empowers major constituents Creates a balanced approach Grassroots pressure is noticed and effective © 2005. GetActive Software. All rights reserved Proprietary and Confidential 11/13/07 page 2
  • 3. Educate and empower major constituents University Constituents: Alumni, faculty, staff, students, parents, and community members Universities have a natural base of supporters that are underutilized Invest in your constituents © 2005. GetActive Software. All rights reserved Proprietary and Confidential 11/13/07 page 3
  • 4. A Balanced Approach The three legs of Advocacy Lobbying Media Grassroots © 2005. GetActive Software. All rights reserved Proprietary and Confidential 11/13/07 page 4
  • 5. Grassroots Pressure is noticed Influence of Individual Communication 100% 90% 80% % of respondents 70% 60% A lot of influence 50% some influence 40% 30% 20% 10% 0% Postal letters E-mail messages Source - Communicating with Congress, Congressional Management Foundation © 2005. GetActive Software. All rights reserved Proprietary and Confidential 11/13/07 page 5
  • 6. Everyone else is doing it Business Trade Associations Special Interest Groups © 2005. GetActive Software. All rights reserved Proprietary and Confidential 11/13/07 page 6
  • 7. Growing Power of the Internet 52% of internet users, or about 63 million people, said they went online to get news or information about the 2004 elections. We call them online political news consumers. 35% of internet users, or about 43 million people, said they used email to discuss politics, and one of the most popular email subjects was jokes about the candidates and the election. 11% of internet users, or more than 13 million people, went online to engage directly in campaign activities such as donating money, volunteering, or learning about political events to attend. Source: Pew Internet & American Life Project © 2005. GetActive Software. All rights reserved Proprietary and Confidential 11/13/07 page 7
  • 8. Effective Advocacy revolves around the web It is where people go to get information Easy to participate More engaging Proven that it works © 2005. GetActive Software. All rights reserved Proprietary and Confidential 11/13/07 page 8
  • 9. How Technology Makes it Easy Improves the speed and efficiency that you can get information out Your messages can spread to a wider audience Save time and money Advocates expect it Can evaluate and target impact © 2005. GetActive Software. All rights reserved Proprietary and Confidential 11/13/07 page 9
  • 10. A Case Study of a University client Went from 3,000 advocates to 15,000 advocates in less than one year Organized over 150 face to face meetings between legislators and constituents Registered over 3,500 people to vote © 2005. GetActive Software. All rights reserved Proprietary and Confidential 11/13/07 page 10
  • 11. University client Case Study Results Increased base budget funding by $106 million Received 86% of request Received 134 million for capital request Moved Football Stadium project from last to first in state’s priority list © 2005. GetActive Software. All rights reserved Proprietary and Confidential 11/13/07 page 11
  • 12. 5 Best Practices in Online Advocacy Personalize  Be Timely  Create a Theme  Engage the Advocates  Create a Balanced Approach  © 2005. GetActive Software. All rights reserved Proprietary and Confidential 11/13/07 page 12
  • 13. 1. Personalize Send your message from an individual, not from an organization Address the person by name Include personal data and legislator contact information in the body of the email Sign the message with your name and organization © 2005. GetActive Software. All rights reserved Proprietary and Confidential 11/13/07 page 13
  • 14. Letter Carousel “Personalized or individualized messages to Congress have more influence on the decision-making process of Members of Congress than do identical form messages.” – Communicating with Congress, Congressional Management Foundation report, 2005 Using letter carousel, universities increase the uniqueness of each communication Provide constituents with several options for including personal content in their letters © 2005. GetActive Software. All rights reserved Proprietary and Confidential 11/13/07 page 14
  • 15. Establish Regular, Personal Interactions © 2005. GetActive Software. All rights reserved Proprietary and Confidential 11/13/07 page 15
  • 16. Plan Your Year: Create a Marketing Schedule JAN. FEB. MAR. APR. MAY JUNE JULY AUG. SEPT. OCT. NOV. DEC. 1 1 1 2 1 Action Alerts 1 1 1 1 1 1 1 1 1 1 1 1 e-News 1 1 Petitions 1 1 1 1 Tell-a- friend © 2005. GetActive Software. All rights reserved Proprietary and Confidential 11/13/07 page 16
  • 17. Pyramid of Engagement Alumni/Advocate University eNewsletters Receiving eNews Action Alerts Visiting Advocacy website Interactive/Informative Learning about issues Advocacy website Petitions Tier 4 Tier 3 Tier 2 Tier 1 © 2005. GetActive Software. All rights reserved Proprietary and Confidential 11/13/07 page 17
  • 18. Pyramid of Engagement University Alumni/Advocate Targeted and Visiting advocacy website personalized emails with purpose based on Writing letter to legislator participation, Letting their voice be legislative district, heard etc. Additional Tier 4 information about possible events for advocates to Tier 3 participate in Tier 2 Tier 1 © 2005. GetActive Software. All rights reserved Proprietary and Confidential 11/13/07 page 18
  • 19. Pyramid of Engagement University Alumni/Advocate Continued targeted Continued Advocacy on and personalized University’s behalf emails based on Event participation participation, Calling a legislator legislative district, Very engaged advocate at etc. this point Asking advocates to Tier 4 join you for a legislative event Asking them to place Tier 3 a call on the university’s behalf Tier 2 Tier 1 © 2005. GetActive Software. All rights reserved Proprietary and Confidential 11/13/07 page 19
  • 20. Pyramid of Engagement University Alumni/Advocate Continued targeted Continued Advocacy on and personalized University’s behalf emails based on Further Event participation, participation legislative district, etc. Calling a legislator Hosting events and Visiting with a legislator going on trips to the Advocate feels that they Tier 4 capital are making a difference in Sending advocates on the University’s efforts missions; e.g., meet Tier 3 with Senator Kennedy and discuss this issue Tier 2 Tier 1 © 2005. GetActive Software. All rights reserved Proprietary and Confidential 11/13/07 page 20
  • 21. Establish Regular, Personal Interactions June-Sept 2003 8,000 140,000 120,000 6,000 100,000 New Members by Day Total New Members 80,000 4,000 60,000 40,000 2,000 20,000 0 0 6/1/2003 6/15/2003 6/29/2003 7/13/2003 7/27/2003 8/10/2003 8/24/2003 9/7/2003 9/21/2003 New Members by Day Email message sent Total New Members © 2005. GetActive Software. All rights reserved Proprietary and Confidential 11/13/07 page 21
  • 22. 2. Be Timely © 2005. GetActive Software. All rights reserved Proprietary and Confidential 11/13/07 page 22
  • 23. 3. Create a Theme UMN’s Successful “Bring Gopher Football Back to Campus” Campaign Victory!! Sample emails from their 3 year campaign © 2005. GetActive Software. All rights reserved Proprietary and Confidential 11/13/07 page 23
  • 24. 4. Engage the Advocates © 2005. GetActive Software. All rights reserved Proprietary and Confidential 11/13/07 page 24
  • 25. 5. Create A Balanced approach © 2005. GetActive Software. All rights reserved Proprietary and Confidential 11/13/07 page 25
  • 26. The Future is Now Americans spend more time on the Internet than any other activity Number of hours Americans spend on these media activities: 3.6 – Internet, 2.5 - TV, 1.3 – Radio, 1.3 - Telephone OMD, a New York based media services company, November 2006 An increasing number of people now believe that the web can give them more political power; USC Annenberg School, December 2005 © 2005. GetActive Software. All rights reserved Proprietary and Confidential 11/13/07 page 26
  • 27. Recruit, Engage, Retain™ Online Communications Solutions that Strengthen Relationships with Alumni, Parents, and Friends © 2005. GetActive Software. All rights reserved Proprietary and Confidential 11/13/07 page 27