Regional Director Weekly TrackerPlease carefully read instructions below!

The Basics• Follow the assignments on the Weekly Tracker. Cross out in red each assignment as

you complete it.• Don’t mark off an assignment if it’s not complete, turn in your weekly report as is.•The Weekly Tracker is due by Friday at 5:00PM PST each week. Email it to your

manager (docs@borgenproject.org).• Send questions to docs@borgenproject.org.• If you ever run out of things to work on, visit the go-to assignments page or the

Point Chart.• You’ll notice that some weeks have fewer assignments than others. Those weeks

give you more freedom to select your own assignments and focus on areas where you haven’t met your objectives (fundraising, mobilizing, etc.).

• Be as detailed as you can in your notes. Screenshots of everything are highly en-couraged as well any pictures or footage you took of meetings, swarms, events, etc.

Things to Know• The weekly instructions below are “must-do’s” for each week. • If you’re feeling ambitious, you are welcome to jump ahead in assignments after

you complete the current week. This is an especially good idea if you have finals or other commitments that might create a long week.

• Cross out in red each assignment as you complete it.

My Borgen Project Schedule: (List the day and times you’ll be working and reach-able).

DAY Sunday Monday Tuesday Wednesday Thursday Friday Saturday

TIME

CHARTS TO UPDATE WEEKLY

Below you will find two different charts that you must continue updating for me to ob-serve your progress each week.

CONGRESSIONAL MEETINGS:The table below should constantly be updated so we know where you are in the process of setting up Congressional Meetings.

Congressional Leader

Meeting Request Sent:

Date of Follow: Phone or Email

Response Date: Date of Meeting:

Rep.

Sen.

Sen.

EVENTS CHART:*Networking is a great skill to learn! Read more on how to Network for the Cause here.

Date: Event: People you Met:

1.

2.

3.

4.

The Big Picture Chart

Below are the big picture items that you need to accomplish during your time as a Regional Director for The Borgen Project. There might be a couple that you struggle to complete for various reasons, but if you’re fully utilizing your time, the vast major-ity can be quickly accomplished. Print this page out, place it near your desk and put an “X” through each item as you accomplish it.

Minimum Impact:

Met with Repre-sentative

Met with Senator Met with Senator Taught 50 people to call congress

Gave 2 Presenta-tions

Raised $500 2 Bird-DogsMobilized 100+ people to email

Congress

Attended 4 Net-working Events

Talked to 3 classes about volunteer

ops

The Next Level of Impact:

Mobilized 300 peo-ple to email Con-

gress

One of your leader’s cospon-

sors a key billRaised $1,200

Generated news coverage for the

cause

Week 1Tactics:• Go through the New Hires Boot Camp . Be sure to read and watch everything. Your

manager will give you an informal, verbal quiz when you meet with them.• Learn why calling Congress matters. Be sure to view the example of the actual call

report that leaders receive. In the sample call report, how many people contacted the leader that week in support of the Millennium Project?

• Determine who your leaders are. Add your leaders’ phone numbers to your phone (both their district office and D.C. office). If you have connections to two or more re-gions (your parents live in LA, but you go to school in NY) then you are welcome and encouraged to focus your both advocacy on both places you have ties to.

• List the names and phone numbers of your Congressional leaders below- Sen. - Sen.- Rep.

• Create a profile of your leaders. Know what they’re cosponsoring and what makes them tick. Every week you will research your leaders and add info to your profiles of them. TIP: Keep this saved on your desktop! You should be constantly working on this.

• Sign up for your leaders e-newsletters (both campaign and Congressional Office)• Be familiar with this great way to turn your online shopping into funding for the

cause on Amazon. Share the link!• Follow leaders on their social media accounts (list your leaders Twitter and Face-

book page below. Social media has become a big part of influencing leaders and you will need both Twitter and Facebook accounts to complete several assign-ments.

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• Call your 3 Congressional leaders in support of one of these issues.• Email your leaders in support of one of these issues.• Let’s start your fundraising off early! Create an online fundraising campaign .

- Answer the questionnaire and submit them

- Email 2 photos you would want to use on your public profile to donors@borgen-project.org with the subject 'Profile Photos' [photos must be 650pixels x 400pix-els (minimum)]

- View an example profile here: http://borgenproject.org/sheldon-cooper/- Once your profile is live, we will send you an email with the URL letting you know

you can spread the word.  (Please allow 24 hours to process.)

This week remember to email your manager the following:• Weekly Tracker• Profiles of leaders• Link to your online fundraising campaign.

Week 2

• Schedule a meeting with Congressional leaders. Send the meeting requests to the district offices.

• Send handwritten letters to your 3 Congressional Leaders. Attach copy of the letter when you turn in your weekly tracker.

• Read fundraising ideas. • Next week you’ll begin your personal fundraising campaign. Review the organiza-

tion’s financials and familiarize yourself with the donor FAQ’s so that you can effec-tively answer questions from potential donors.

• Schedule a time with your manager to set up a follow up meeting. We will be dis-cussing:- Fundraising and general internship questions

• Mobilize 5 people in your state to email leaders is support of the International Af-fairs Budget. Be sure to have them email via the form on our website. List their names so the team lead can confirm with the advocacy program.

1. 2. 3. 4. 5.

• Call your 3 Congressional leaders in support of one of these issues.• Email your leaders in support of one of these issues.• Tweet out to your leaders in support of one of these issues.

Fundraising StrategyDuring weeks 3 and 4 of your tracker, you will be sending out fundraising letters to friends and family, and also creating an online fundraising campaign. Your online fundraising campaign, along with your friends and family letters are requirements that will help you reach the $500 minimum, but you’ll need to implement more strategies to ensure the goal is reached. Come up with your own fundraising ideas or try one of theses, and list your fundraising strategies below.

Strategy Goal Amount Raised • Online fundraising campaign:

• Friends and family letters:• (List more ideas here. To reach $500 you’ll want to utilize other strategies as well)• •

This week remember to email your manager the following:• Weekly Tracker• Copy of handwritten letter to congress (photo or scan).• Screenshot your Tweets• Meeting request

NOTES:

Week 3

• Email the Foreign Policy LA’s (Legislative Assistant) of your leaders. • List the name and email address of your three members of Congress.

- Sen.- Sen.- Rep.

• Complete fundraising letters. A minimum of 15 is required, but you’ll want to send at least 30 if you hope to raise $500 off of the letters. Anticipate 1 in 8 might actu-ally donate. Those who raise the most from letters, typically send over 40.

• Provide tracking code here: ___________• Emailed spreadsheet of (in proper format) to donors@borgenproject.org and cc’d

manager.

• Email the White House. • Call the White House .• Tweet to media . • Call your 3 Congressional leaders in support of one of these issues.• Email your leaders in support of one of these issues.

This week remember to email your manager the following:• Weekly Tracker• Don’t forget to include your tracking code above!• Forward the emails that you sent the Foreign Policy LA’s.• Fundraising letters.• Screenshot of Tweets

NOTES:

Week 4

• Post/Tweet out one of your favorite articles from the Borgen Magazine. • Write a letter to the editor .• Complete the Week 4 Boot Camp • Call your 3 Congressional leaders in support of one of these issues.• Email your leaders in support of one of these issues.

This week remember to email your manager the following:• Weekly Tracker• Week 4 Boot Camp document.• Copy of your letter to the editor. Also send a link to your manager if it gets pub-

lished. We love reading these!• Screenshot of your Tweet and Facebook Post.

NOTES:

Week 5

• Create a swarm. If possible, provide photos of swarm and or video footage. If emailed, please provide list of those contacted below:

• Read/Watch the fundraising follow-up page .• Tweet your favorite celeb, athlete or public figure asking them to get involved with

The Borgen Project.• Write a letter to the White House. • Revisit why calling Congress matters and look at the sample call log.• Read about the Political Process. • Call your 3 Congressional leaders in support of one of these issues.• Email your leaders in support of one of these issues.

This week remember to email your manager the following:• Weekly Tracker• List of groups you contacted about presenting to.• If available, photos of your swarm.• Screenshot of your Tweet• Send copy of White House Letter to your Manager

NOTES:

Week 6

• Email 10 or more grade school/high-school teachers about speaking to their class.• Create a YouTube video of 4 or more people asking one of your Congressional lead-

ers to support a bill.

• Handwrite letters to your three members of Congress. • Call into C-SPAN or a talk radio. This will take persistence and lots of waiting on

hold. We recommend starting this assignment early. If you are having trouble get-ting into CSPAN, you can refer to our Point Chart to complete at minimum 20 pts in-stead.

• Call your 3 Congressional leaders in support of one of these issues.• Email your leaders in support of one of these issues.• Post/Tweet to your leaders. Mention a bill that you’d like them to support. • Follow-up with 10 or more people who you sent fundraising letters to. List who you

followed-up with and notes on how it went.2. Jon Bravo: I called him and he donated online while we were on the phone. 3. 4. 5. 6. 7. 8. 9. 10. 11.

This week remember to email your manager the following:• Weekly Tracker• Link to the YouTube video you created.• The recording of you calling into C-SPAN or talk program. These are often available

online or by contacting the station.• Scan and send a copy of handwritten letters to your Manager. Don’t have access to

a scanner? Download the Tiny Scanner app for iTunes or Android.• Screenshot of your Tweet

NOTES:

Week 7• Schedule a time with your manager to set up a 2nd follow up meeting. • Tweet to your favorite media page. • Mobilize 5 people in your state to email leaders is support of Food Aid Reform. Pro-

vide a list of Names:1. Jon Bravo: I called him and he donated online while we were on the phone. 2. 3. 4. 5.

• Do 20 or more points . What did you do for points:-

• Call your 3 Congressional leaders in support of one of these issues.

• Email your leaders in support of one of these issues.

This week remember to email your manager the following:• Weekly Tracker.• Screenshot of your Tweet

NOTES:

Week 8

• Create a swarm of 7 or more people. List who you mobilized below: 1. Jon Bravo2. 3. 4. 5. 6. 7.

• Pitch a story to media . List who below who you pitched stories to: 1.2. 3.

• Call your 3 Congressional leaders in support of one of these issues.• You are half way through your internship! List how much you’ve raised so far.

Check in with donors@borgenproject.org if you’re not sure. Amount raised to date: _______

• Email your leaders in support of one of these issues.• Post/Tweet to your leaders. Mention a bill that you’d like them to support. • Below is an outline of the expectations of your impact as a Borgen Project Regional

Director. How many have you completed?• Revisit the big picture items below that you need to accomplish during your intern-

ship. There might be a couple that you struggle to complete for various reasons, but if you’re fully utilizing your time, the vast majority can be accomplished.

• Review your Impact and using the line provided, copy and place it on the boxes you completed.

Minimum Impact:

Met with Repre-sentative

Met with Sena-tor

Met with Senator Taught 50 people to call congress

Gave 2 Presenta-tions Raised $500

2 Bird-DogsMobilized 100+ people to email

Congress

Attended 4 Net-working Events

Talked to 3 classes about volunteer ops

The Next Level of Impact:

Mobilized 300 peo-ple to email Con-

gress

One of your leader’s cospon-

sors a key billRaised $1,200

Generated news coverage for the

cause

• List the items from minimum impact above that you still need to complete:-

• What’s your strategy for completing them:-

• Are there any items you’re have trouble with and are concerned that you can’t complete?-

This week remember to email your manager the following:• Weekly Tracker• Screenshot of Tweet

NOTES:

Week 9• Write letters to your 3 members of Congress.

• Do 10 awareness points . List what you did: -

• Call your 3 Congressional leaders in support of one of these issues.• Email your leaders in support of one of these issues.• Post/Tweet out one of your favorite articles from the Borgen Magazine. • Write a letter to the editor .

This week remember to email your manager the following:• Weekly Tracker• Screenshot of your Tweet/Post

NOTES:

Week 10• Post/Tweet to leaders asking them to support a key bill.• Do 10 or more fundraising points.• Call into C-SPAN or a talk radio. This will take persistence and lots of waiting on

hold. We recommend starting this assignment early. If you are having trouble get-ting into CSPAN, you can refer to our Point Chart to complete at minimum 20 pts in-stead.

• Mobilize 5 people in your state to email leaders is support of Food Aid Reform. Pro-vide a list of Names:

1. Jon Bravo2. 3. 4. 5.

• Call your 3 Congressional leaders in support of one of these issues.• Email your leaders in support of one of these issues.

This week remember to email your manager the following:• Weekly Tracker• Screenshot of your Tweets

NOTES:

Week 11• Tweet to media .• Tweet your favorite celeb, athlete or public figure asking them to get involved with

The Borgen Project.• Call your 3 Congressional leaders in support of one of these issues.• Email your leaders in support of one of these issues.• Do 10 or more awareness points.• Have you set up presentations to classrooms yet? Be sure to follow up with teach-

ers or professors!• Mobilize 5 people in your state to email leaders is support of Food Aid Reform. Pro-

vide a list of Names:1. Jon Bravo2. 3. 4. 5.

This week remember to email your manager the following:• Weekly Tracker• Screenshot of your Tweets

NOTES:

Week 12• FUNDRAISING CHECK POINT! You’re half way through the Regional Director Pro-

gram. By now you should have raised at least $350. If this isn’t achieved yet, this would be a good time to rework your strategies and speak to your manager if you are concerned.

• E mail the White House • Send PSA’s to 5 Radio Stations. List stations below:

1.2. 3. 4. 5.

• Call your 3 Congressional leaders in support of one of these issues.• Email your leaders in support of one of these issues.• Have you done any presentations to local community groups or rotary clubs? Be

sure to work on that this week if you haven’t yet!• Do a minimum of 20 points from the Point Chart System and list what you did.

-

This week remember to email your manager the following:• Weekly Tracker• List of radio stations you contacted with notes regarding any responses you had.• You’ll be switching to the RD Tracker 2.0 Email your manager for a copy!

NOTES: