Quick Start
In-person events
- Pick a venue and confirm accessibility
- Set a clear agenda and timebox
- Plan check-in and capacity
- Assign safety and de-escalation roles
Virtual events
- Choose a platform (Zoom/Meet/etc.)
- Enable waiting room / moderation tools
- Share a clear join link and instructions
- Assign a host + chat moderator
Planning Checklist
1) Define the goal
Write a one-sentence goal (e.g., recruit 20 volunteers, register 50 voters, canvass 200 doors). This will guide your format, location, and staffing.
2) Pick the right format
- Canvassing: door-to-door, requires materials and route planning
- Phone bank: script + dialer + training for new callers
- Town hall: agenda, speakers, facilitation, Q&A rules
- Rally: permits (if needed), safety plan, marshals
3) Publish the details
- Use a clear title that matches what attendees will do
- Add meeting points, parking/transit notes, and accessibility info
- List what to bring and what will be provided
Safety & Community Standards
Event organizers are responsible for setting expectations and maintaining a safe environment. Consider including:
- A short code of conduct (respectful behavior, no harassment)
- A contact person for issues during the event
- De-escalation guidance and clear removal procedures
- For in-person events: emergency meeting point and basic first-aid plan
Day-of Execution
- Arrive early and test all equipment (sound, projector, Wi‑Fi)
- Set up check-in and signage
- Open with expectations, agenda, and next steps
- Collect attendee follow-ups (email/phone) and consent where required
- Close with a clear action: volunteer shift, donation, next event, etc.
After the Event
- Send a thank-you message within 24 hours
- Share photos/recap (with permission)
- Follow up with attendees who opted in
- Capture notes: what worked, what to improve