Forming your team
This worksheet will help you get started on your journey to becoming an advocacy powerhouse.
Worksheets For Organizing
Jump to:
Advocacy
Learning the landscape
This worksheet will help you gain the lay of the land by figuring out who your elected officials are and what bills you should be supporting.
Collaboration
Collaboration with partner organizations
This worksheet will help you assess the different organizations that embrace your cause, and how you can best maximize your mutual efforts.
Collaboration with industry
This worksheet will help you get your foot in the door and build relationships with industry professionals.
Empowerment
Who are you?
Share this worksheet with those living with the disease, loved ones or caregivers to help them find their voices and perspectives.
You’ve got talent
Have everyone in your movement fill out this worksheet so you have a better understanding of their different skill sets.
Your stories
In this worksheet you'll write a longer version of your story to use during interviews, letters and videos; a medium version for social media posts and a 280-character tweet.
Engagement
Build your volunteer network
This worksheet will help you build your network of committed advocates who can drive your mission and initiatives.
How to pick the right software to grow with
This worksheet will help you understand what you should be looking for in a software and where to start looking.
Operations
Hiring for operations
This worksheet will assist in thinking through the approach for hiring, the creation of roles and the outreach.
Leaning into free expert help
This worksheet will aid you in assembling a network of free expert help who will not only advocate for your cause but will take your organization to the next level.
Empowering volunteers to work on initiatives
This worksheet will help you pinpoint your values and match them to your volunteers' skillsets.
Opportunities
Conduct a landscape scan
This worksheet will help you understand what is already out there and make sure you're not duplicating something already being done.
Identifying gaps and communicating your message
Use this worksheet to help understand your starting point and how to build your message so that it resonates with your target audience.
Outreach / Awareness
Make your disease understandable
Use this worksheet to write bold, clear descriptions of your disease.
Cater your story per channel
Use this worksheet to identify the different channels to share your message, and how to best utilize them.
Tell your story
This worksheet can help you flesh out the story of your organization and the people who built it.
Research
Find the gaps
This worksheet will help you understand what is currently happening in research and how you can make sure you're not duplicating efforts with other organizations.
How to become patient-centric
Use this worksheet to ensure patients are always involved where the science is happening.
Assessment of funding
This worksheet will help you lean into funding opportunities, as well as new partners.
Support
Who is your community?
This worksheet will help you identify your community in preparation for conducting a community needs assessment.
Resource guide
This worksheet will help you figure out what resources are available within your community and how to create a resource guide.