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Scheduling Visits

Here are some ideas and suggestions for a successful visit with your legislator:

 
Make an appointment in advance
Time is always at a premium in legislative offices. Contact the legislator's scheduler to arrange a meeting. It is best to make your meeting request in writing and follow up with a phone call. Be clear about who will be attending the meeting and the specific reason for the meeting. Legislative schedules are unpredictable so don't be put off if your meeting is rescheduled or if you have to meet with staff in lieu of the elected official. If you are unable to set up a meeting you can always "drop by" the office and leave materials with the person at the front desk. Be sure to leave your name and contact information for the staffer to follow-up with you and also ask the person at the front desk for the staffer's business card so that you can follow-up with them.

Do your homework
Prepare carefully and thoroughly for your meeting. Take the time to "know" your legislator by reviewing past votes or statements on the issue, his/her party's position, and committee assignments. Develop an agenda that all your participants clearly understand. Know your talking points in advance and be prepared to make your case. Research the opposition's arguments against your position and, if possible, acknowledge and rebut those arguments in your presentation.

Stay "on message"
Effective legislative meetings should be narrow in scope. Stick to a single issue, state only a few key points in support of your position and make a definite request for action. Many meetings are ineffective because a participant brings up other issues or strays from the key arguments supporting your position. Have a message and stick to it.

Stay local
Your effectiveness is based on geography. Legislators want to hear your thoughts and opinions because you are a constituent. One of your most useful strategies is to relate the issue and your position to your community. Legislators have many other avenues to get national or state analysis, reports and statistics. Local statistics and stories are important and you can be the only source for such rich information. Don't be afraid to humanize the issue by relating it to your local community or personal experience.

Make a clear, actionable request
Many people are afraid that it's impolite to make a direct request. But, don't forget that the purpose of your meeting is to secure support for your issue. It is appropriate and expected that you will make a request at your meeting. The key is to make sure that your request is clearly articulated and actionable by the legislator. Keep in mind that your request should be timely and consistent with the legislative process. It is usually not enough to ask for generic support for an issue or cause, rather make a direct and specific request that is tied to pending legislative activity (if possible). For example, ask that a legislator co-sponsor a bill. You should make reference to bill numbers and be knowledgeable about the status of the bill. Making a specific request gives you the opportunity to evaluate the legislator's response.

Cultivate a relationship with staff
Many grassroots advocates underestimate the important role of legislative staff. A supportive staff person can often make the difference between success and failure. Staff play an invaluable role in shaping a legislator's agenda and position on issues. It is important that you make every effort to cultivate a positive working relationship with staff. Over time, staff may even come to regard you as a helpful resource for information on your issue.

Don't go "off-message" or discuss unrelated issues
You must deliver a unified message during your meeting. Sending different messages or discussing unrelated subjects will only undermine your ability to secure support. Limit your advocacy to a single issue. Legislators meet with many groups and constituents so it is important that your message and request be clear and uniform.

Follow-up
What happens after a meeting is almost as important as the meeting itself. Send a thank you' letter after the meeting that not only expresses appreciation but reinforces your message and any verbal commitment of support made by the legislator or staff. If you promise during the meeting to get back in touch with additional information, be sure that you do so. Failure to follow up on your promise will call your credibility into question. Also, don't forget to report the results of your meeting back to NBTS. Information is vital to coordinating overall legislative strategy and evaluating the impact of advocacy efforts. Follow-up is important even if the legislator does not agree to support your request because you are building a long-term relationship.