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County Chair Training

UNIT 01

 

Neighborhood Caucuses

Four things you need to know:
  1. Happens only in election (even) years

  2. Elect Delegates to the County and State Conventions

  3. Happens across the state on the same night

  4. State Party provides all materials, County party provides space

 

Neighborhood caucus meetings are something that each county party must execute every two years. The neighborhood caucus meetings must be held on a date selected by the Utah State Democratic Party, which will be communicated to the county parties well in advance, and will always be during March of each election (even numbered) year. Depending on the size of your county, you may decide to hold several meetings across the county. For example, Salt Lake County typically holds one meeting for each legislative district in the county, where rural counties might hold just one meeting in the county seat.

 

The primary purpose of the neighborhood caucus meetings is to elect delegates to the county convention, but this is also a great time to collect updated contact information from the Democrats in your county. Several weeks prior to the caucus meeting night, you will receive a packet from the State Party containing a sample agenda, informational materials, and everything else you'll need to hold the meeting - including caucus attendee forms. A version of this packet will also be provided at the end of this handbook, for your reference. All the county party has to do is provide a location (or several locations) and administer the meeting.

 

It's important that every attendee fill out the caucus attendee form, even if they aren't interested in becoming a delegate; this form allows us to collect accurate information for each Democrat who attends, including updated contact information, volunteer interests they might have, and allows them to join an issue or membership caucus.

 

The State Central Committee will set the date for neighborhood caucuses in Quarter 3 or Quarter 4 2023.

UNIT 02

Conventions

There are two types of county conventions - organizing conventions (odd years) and nominating conventions (even years). All county conventions must occur prior to the State Convention. The two conventions are very similar in execution, but we'll outline them here separately.

County Organizing Convention

Three things you need to know:

 

  1. Happens only in odd years

  2. Elects county party officers

  3. Great opportunity to discuss bylaws/constitutional changes

  4. Appoint delegate vacancies

 

The primary purpose of an organizing convention is to elect county party officers. While bylaws and constitutions vary county to county, each county is required to have, at least, a Chair, Vice Chair, and Secretary/Treasurer. In some rural counties, county parties may only have one or two of these positions filled. Delegates, who were mostly elected at the previous year's neighborhood caucus meetings, will be the eligible voters to elect county party leaders.

 

Organizing Conventions are also a great time to take care of any other party business. For example, organizing conventions are a good time for smaller counties to appoint delegate vacancies (since they will have been elected over a year ago, you're likely to have some vacancies), discuss and vote on any changes to your county constitution and bylaws, and get updates from the State Party about what's being done to help win bigger for the next election cycle.

 

In organizing years, there will also be elections held for State Democratic Party Executive Committee positions, so some of those candidates will likely try to make it to as many county conventions as possible. Organizing years are also a great time for State Party staff and current Executive Committee members to travel the state, so be on the lookout for some of those folks coming around. If your convention is a small one, it may be a good idea to allow all candidates who show up a time to speak. If it's larger, you may only want to allow the State Party Chair time to address your full convention.

 

It is wise to schedule the organizing convention so that it doesn't conflict with other conventions, and you may be more likely to have candidates and visitors from the State

 

Party if you group together with other counties in your area when scheduling, especially for counties in the southern half of Utah.

TABLE OF CONTENTS

 

LETTER FROM THE CHAIR AND CONTACT SHEET                                                                        4

Letter From the Chair                                                                                                                4

Contact Sheet                                                                                                                            5

PARTY ACTIVITIES                                                                                                                              7

Neighborhood Caucuses                                                                                                        7

Conventions                                                                                                                                8

County Organizing Convention                                                                                     8

Sample Agenda                                                                                                           9

County Nominating Convention                                                                                 10

Sample Agenda                                                                                                         10

State Convention                                                                                                             11

Party Organization                                                                                                                  12

Executive Committee                                                                                                     12

Central Committee                                                                                                          12

Party Committees                                                                                                             12

Caucuses                                                                                                                            13

UDP Committees and Organizations                                                                                 14

FINANCE AND FUNDRAISING                                                                                                      16

Introduction                                                                                                                               16

Finance Laws and Regulations                                                                                    16

Fundraising Mechanics                                                                                                   17

Common Misunderstandings                                                                                        18

Fundraising Options                                                                                                                20

Call Time                                                                                                                       20

One on Ones                                                                                                               20

Events                                                                                                                            20

Give & Get                                                                                                                   21

House Parties                                                                                                               21

Calls w/ the Candidate                                                                                           21

List Building                                                                                                                   21

Online, Email & Web                                                                                                  21

Direct Mail                                                                                                                    22

List Expansion and Technology                                                                              22

Building a Finance Plan                                                                                                         24

Finance Plan Best Practices                                                                                          24

How to Make an Ask                                                                                                       25

Sample Script                                                                                                               26

COMMUNICATIONS                                                                                                                       28

Social Media                                                                                                                             28

Overview                                                                                                                             28

The Three Major Social Media Platforms                                                                   28

General Social Best Practices                                                                                       31

Uses for Social Media                                                                                                      31

  1. ACTION                                                                                                                     31

  2. AWARENESS                                                                                                             32

  3. ENGAGEMENT                                                                                                        32

  4. EVENTS                                                                                                                      32

Press                                                                                                                                            34

Media Advisories (Media Alert) and Press Releases                                              34

Tips for Speaking to Press                                                                                         36

Email Marketing                                                                                                                36

Best Practices                                                                                                              36

Sample Email                                                                                                               36

ELECTION ACTIVITIES                                                                                                                     39

Roles of the State Party, County Parties,                                                                          39

and Campaigns                                                                                                                       39

State Party's Role                                                                                                              39

County Party's Role                                                                                                          40

Campaign / Candidate Role                                                                                       40

Candidate Recruitment                                                                                                 41

Gathering Names                                                                                                      41

Closing the deal                                                                                                         42

Make it official                                                                                                            42

Other Things to be Aware Of                                                                                        42

Vote by Mail/PVBM                                                                                                   42

Election Day Voter Registration                                                                             42

FIELD ORGANIZING                                                                                                                        44

Field and Votebuilder                                                                                                             44

Why field matters:                                                                                                             44

Votebuilder                                                                                                                         44

Campaign Phases                                                                                                                   46

Capacity Building                                                                                                             46

Persuasion                                                                                                                           47

Get out the Vote (GOTV)                                                                                              47

Types of Voter Contact                                                                                                          49

Doors                                                                                                                                    49

Phones                                                                                                                                 49

Texts                                                                                                                                      49

Digital                                                                                                                                   49

Relational Organizing                                                                                                      50

Sample Field Plan                                                                                                                    51

HD 45 Capacity Building                                                                                                53

HD 45 Persuasion                                                                                                               54

HD 45 GOTV                                                                                                                       55

Votebuilder Lists and Scores                                                                                                56

Cutting Turf                                                                                                                         56

Creating a Phonebank                                                                                                   58

Votebuilder Scores                                                                                                           61

GOTV SCRIPT                                                                                                                             62

Generic County Wide, State House, State Senate                                                  63

Generic Countywide, House Dist, Senate Dist, US House, Senate                     64

VOLUNTEER RECRUITMENT SCRIPT                                                                                 64

MASTER SURVEY QUESTIONS (MSQ’s)                                                                                 66

APPENDIX                                                                                                                                         67

Additional Resources            67

Letter From the Chair

 

First of all, thank you for your commitment to building and sustaining the Democratic Party in your community. You are truly the heart of our party, and your work at the grassroots level is invaluable. As a former county party leader, I understand how hard the work is, but I also understand how deeply important it is, and I want you to know that the Utah Democratic Party is here to support you.

 

You and I both know that there are no “off-years” in politics, least of all for state and county parties, and 2023 is no exception. The work we do this year will be essential building blocks for our success in 2024 and beyond, and that starts with leaders like you.

 

In order to build for lasting change, we must invest in building our party’s power at every level of government, in every county, and in every community. This year, we have exceptional opportunities across the state to elect municipal leaders who will fight for our values and strengthen our bench for future races, to begin recruiting and training candidates for 2024, and to build a grassroots movement for change in our state.

 

But it’s going to take all of us working together to make those things happen, which is why we are committed to investing in and supporting county parties and their leaders as you do the work every single day to build Democratic power in Utah.

 

Even though it might not always feel like it, what you do matters. Thank you again for all of your hard work and dedication.

 

Sincerely,

 

 

Diane Lewis

Utah Democratic Party Chair

Contact Sheet

 

Position

Name

Phone

Email

Chair

Diane Lewis

801-963-1784

dlewis@utdem.org

Vice Chair

Oscar Mata

801-388-2358

omata@utdem.org

Secretary

Liz Weight

801-245-9749

lweight@utdem.org

Treasurer

Kathy Long

435-477-2093

klong@utdem.org

National Committee Member

Ross Romero

801-455-2212

ross@inclusionstrategies.n et

National Committee Member

Darlene McDonald

801-835-8200

dmcdonald@utdem.org

Executive Director

Thom DeSirant

240-285-1682

thom@utdem.org

Communications Director

Ben Anderson

801-830-0645

ben@utdem.org

Municipal Director

Talin Hansen

435-749-9895

Talin@utdem.org

Legislative Director

Theo

Gardner-Puschak

518-565-7933

Theo@utdem.org

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