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How to Organize a Phone Bank

If you're looking to give your charity or foundation a more personal touch, this guide will allow you to deliver your message without spending thousands.

Instructions

  • Step 1: Pick a time and location Pick a specific time and location where the volunteers can meet in one location and make call after call in comfort.
  • TIP: A quiet office or conference room with desks, chairs, and internet access is the best choice.
  • Step 2: Recruit volunteers Recruit volunteers by asking family and friends or people who have helped in the past. Offer incentives such as snacks and drinks to get more people to join.
  • Step 3: Collect phones Ask friends and family to donate their unused cell phones for the cause or have your volunteers use their personal cell phones if they have enough minutes.
  • Step 4: Set goals Set specific goals such as asking for a donation, answering questions about a candidate or event, or collecting information.
  • TIP: Limit the goals to no more than two to prevent your callers from getting overwhelmed or confused.
  • Step 5: Distribute scripts Distribute a script to follow during the calls, a bulleted list of points, or a questionnaire to guide each conversation.
  • Step 6: Practice Allow your callers to practice with each other and warm up, especially if it's their first time, before turning them loose to spread your message.
  • FACT: Emma Nutt was hired by Alexander Graham Bell to be the first female phone switchboard operator in 1878 when he concluded boys lacked the right attitude to do the job.

You Will Need

  • Specific time and place
  • Volunteers
  • Snacks and drinks
  • Used cell phones
  • Goal
  • Script of questionnaire
  • Practice time

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