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Congressional Visit Planning Checklist
Call Congressional office; find out name of scheduler; request meeting
Write short letter to request and/or confirm meeting
Arrange place for pre-meeting
Inform members of lobbying team of date, time and place of pre-meeting andmeeting.
Check with team members to see if anyone should be added to the team because of knowledge of an issue or persons, connections to the Member of Congress (Remember: the ideal size of the group is 5 to 9 people)
Arrange for a camera to be brought to meeting for pictures
Pre-meeting is held an hour to an hour and one-half before the visit at a site close to the Congressional office. If this is your first meeting, you may want your pre-meeting to be a day or two before to allow more time for your team’s discussions.
The team meets to plan, strategize and script the meeting
Review the goal and topic of the meeting
Establish the order of introductions and go through what team members will say; their presentation should be personalized
Script what points team members will make on the issue to be discussed;the fact sheet/ talking points will be your guide
Explain leader’s major tactics:
Directs discussion; does not do most of talking
Ends meeting before Member of Congress does
If possible, the picture needs to be taken at end of meeting