HOW TO USE THIS TOOLKITÂ
This toolkit is for NADO members, RDOs and supporters of RDOs like you. The information provided in this toolkit prepares you to effectively meet with your elected representatives and regulatory officials to advocate and lobby for their support of your cause at the federal level. Included in the toolkit are resources for presenting testimony at federal hearings, as well as advocacy strategies for communicating via social media, email, phone calls, planned advocacy days and in-person events.Â
Meeting directly with elected officials is one of the most effective ways to influence public policy. You can meet face-to-face, virtually or through a phone call. All are great ways to develop a relationship and influence the positions they take on issues affecting NADOâs Public Policy Priorities. Whether you’re a seasoned advocate or just getting started, this guide will help you prepare, engage, and follow up with confidence.Â
Find Your Policymaker: Visit usa.gov/elected-officials/ or call the Capitol Switchboard at 202-224-3121. Â
Make your appointment in advance:âŻCall your public officialâs office and request a meeting (at least a few weeks in advance, if possible). Members of Congress also typically have an online form on their official government websites to request a meeting with the office or will offer an email address for the person in charge of scheduling their appointments. If you send an email, it should include the following:Â
Sample Email to Schedule MeetingÂ
Dear [Senator or Congressman/Woman] [Last Name]:Â
My name is [your name], and I serve as the [title and organization]. As a constituent and an active member of the National Association of Development Organizations, I am writing to request a meeting with you or an appropriate member of the Senator/Representativeâs staff to discuss [key issues].Â
I will be available to meet with you at your [LOCATION] on [DATES YOU ARE AVAILABLE] and would welcome the opportunity to speak with you about these issues. I can be reached at the phone numbers listed below and will look forward to hearing from you regarding a time we can meet. Thank you for your consideration. Â
Respectfully,Â
[Your Name]Â
[YOUR ADDRESS]Â Â
M: [YOUR MOBILE PHONE]Â Â
O: [YOUR OFFICE PHONE]Â Â
H: [YOUR HOME PHONE]Â
Be Flexible: Congressional recesses are ideal for in-district meetings or town halls. This time is designated for legislators to meet with their constituents in their home states or districts. Offer date options and be open to meeting with staff, theyâre influential too.âŻClick here to see the 2025 congressional schedule.âŻÂ
Follow Up on Request: A day or two after you anticipate your communication has arrived, follow up with a phone call to your legislatorâs local office. Ask for the person in charge of scheduling your lawmakerâs appointments. The following script can help guide your conversation. Â
Hello, my name is [YOUR NAME]. I wanted to follow up on my request to meet with Congressman/ Senator [NAME], or the appropriate staffer, regarding [issues you included in email request].
Write down the date, time and person you spoke with. If you have not heard back in a few days, call again to follow up. Be polite but persistent!Â
Confirm Your Appointment: The day before your meeting, call your legislatorâs office, or email the appropriate staffer, to confirm your appointment. Your legislatorâs office may request a list of those who will be attending the meeting, if there are attendees other than yourself. It is always helpful to send any resources you may bring electronically ahead of time.Â
Know Your Official: Learn as much as possible about your federal officials and where they stand on issues, especially ones that directly impact the work of RDOs. What committees do they serve on? Have they joined a congressional caucus related to your issues? How have they voted in the past? What is their political philosophy? Does their previous work or volunteer experience intersect with your work?Â
Officials who support your position can help you develop your strategy; those who âdonât knowâ need more of your attention; and those who are opposed can sometimes be persuaded to change their minds. Never assume you know what your official thinks â find out! Usually, there is a copy of their biography and information about their positions on their web sites. Â
Know the District: One of the first questions the policymaker or their staff will ask is how this impacts their constituents. Be sure to research their congressional district to understand the local issues, demographics, and economic concerns that matter most to their constituents. This knowledge will help tailor your message to show how your issue aligns with the needs of their district priorities and increases the chances of gaining their support. It also demonstrates respect for their role and a thoughtful, strategic approach to advocacy.Â
Know the Goal: Focus on one issue and make a clear ask. Are you asking your legislator to vote for or against a bill? Co-sponsor a measure? Support certain funding levels? Policymakers and their staff have limited time, so having a specific request makes your visit more effective. Â
Know Your Story: Use talking points to stay focused and share how the issue affects you or your community. Personal stories help illustrate why your issue is important and leave a lasting impact. Â
âData makes you credible, stories make you memorable.âÂ
In addition to understanding the local impacts of the policy, you should become familiar with NADOâs public policy priorities, which can be found in the NADO Advocacy Resources tab at nado.org/advocacy-resources. Additionally, we encourage you to contact NADOâs Government Affairs staff to assist in providing you with any pertinent information prior to your meeting.Â
Plan Ahead: Decide who will join you â an individual meeting is also fine. Bringing other NADO members or partnersâŻwho represent the communities affected by the issue you are discussing can even further strengthen your message. But, if youâre meeting in a group, appoint a âmeeting leader,â and plan a speaking roles beforehand. This will not only ensure that everyone can speak but allows for a more efficient meeting by limiting interruptions or gaps in speaking.Â
Bring Materials: Bring visual materials (one-pagers, infographics, etc) to leave behind with the policymaker or their staff. These materials provide a clear, concise summary of your key messages, priorities, and asks. They also serve as a reference for staff after the meeting, helping to reinforce your position and ensuring your issue remains top-of-mind amid a busy legislative agenda. Well-crafted leave-behinds also enhance your credibility and make it easier for offices to follow up or take action.Â
Be Professional:âŻWhen it is time to meet with your policymaker, dress professionally, be punctual and patient. It isâŻnot uncommonâŻfor an official to be late or to have a meeting interrupted due to their crowded schedule. If interruptions do occur, be flexible. If the opportunity presents itself, continue your meeting with staff. BringâŻconcise written information (the shorter the betterâe.g., a fact sheet)âŻsupporting your ask and its importance to their district.Â
Select a Meeting Leader: If there are two or more people attending the meeting, identify someone ahead of time to lead the discussion and ask other members of the group to speak as the discussion moves along. Â
State Your âAskâ:âŻAfter the initial handshakes and introductions, state that you are a member of NADO, share some demographic information (your title and organization), what you want to talk about and why. If you are advocating for a specific bill, be sure to refer to it by number, explain its status and indicate what action you would like the official to take. Be direct, but polite.Â
Make it Local: Focus on how the issue affects their district or state. Share personal stories, local data, or community examples to make your message more relatable and impactful. Policymakers are more likely to take action when they see how an issue directly affects their constituents.Â
Listen carefully and answer questions truthfully:âŻAllow the official to share their insights or positions with you. Though you may not agree, this gives you the chance to respond based on your knowledge and experience. Do not argue, rather listen carefully and identify issues of concern or differences of opinion, and look for commonalities as well. Answer all questions to the best of your ability. If you do not know the answer to a question, say you do not know and promise to find the answer and get back to them.Â
Summarize major points:âŻWrap up the meeting by summarizing the major points of discussion and leave behind a fact sheet with your name, address and phone number. Send the fact sheet via email to the staffer or legislator that you met with if you attended a virtual meeting, or as a follow-up to in-person meetings so they have an electric copy.Â
Take Pictures: Capitol Hill is a historic location, and there are many photo opportunities. Taking photos of the buildings, of your policymakerâs office plaque or even with the member or staffer you met with (with their consent, of course) is a great way to spread the word on your issue and encourage your peers to advocate as well. Donât forget to tag NADO on X/Twitter (@NADOPolicy) or on LinkedIn to help amplify your message. Â
Send a Thank You: Within 48 hours, send a thank-you note that includes your appreciation for the meeting, a restatement of your ask and include any requested follow-up materials. Additionally, include your contact information again so the staffer you met with has a way to contact you.Â
Update NADO: After the meeting, reach out to NADOâs Government Relations team at [email protected] and let us know how the meeting went. Tracking member meetings helps us in our broader strategy efforts. It is especially important for NADO staff to hear about your legislatorsâ support or opposition to positions, willingness to co-sponsor legislation, or other issues.Â
Stay Engaged: Keep building strong relationships with your policymakers and their staff beyond just advocacy. Here are some effective ways to stay connected:Â
Ethan Simon began as a Research Fellow at NADO in January 2025 after earning his bachelorâs degree in Public Policy from the University of Maryland, College Park, with minors in Law and Society and Geographic Information Science. During and after his undergraduate studies, Ethan built experience across state government, transportation advocacy, and nonprofit policy work, including positions with the Maryland General Assembly, the Government Affairs Department of the Southeastern Pennsylvania Transportation Authority (SEPTA), and as a Government Relations and Advocacy Intern for the National Council of Jewish Women. Ethan currently serves as Chair of Government Affairs for the SEPTA Youth Advisory Council, where he leads advocacy efforts to expand public transportation funding and strengthen transit planning throughout the Philadelphia region.
At NADO, he supports rural energy planning initiatives by contributing research to the Rural Energy Academy and assisting with broader programs focused on rural energy development and policy impacts on rural communities.
Now residing in Washington, D.C., Ethan enjoys playing basketball and football in his free time, as well as traveling. He is interested in U.S. history, sports, and geography, is a die-hard Buffalo Bills fan, and hopes to one day compete on Jeopardy.
Juliette Wilder is the Manager of Government Relations for the National Association of Development Organizations (NADO), where she supports congressional and executive branch outreach, coalition building, and advocacy efforts on behalf of more than 500 regional development organizations (RDOs) nationwide.
Prior to joining NADO, she was a Senior Policy Associate at Boundary Stone Partners, where she specialized in clean energy policy analysis, federal funding navigation, and legislative advocacy. In this role, Juliette coordinated with the Department of Energy on multi-million-dollar clean energy projects, spearheaded congressional and executive branch initiatives, and built partnerships to advance innovation in the energy transition.
She holds a Masterâs degree in Global Environmental Policy from American University and a Bachelorâs in International Studies. Her academic research focused on energy equity and the Justice40 Initiative.
When not working, Juliette can be found community gardening, bouldering, or hiking.
Michael Matthews is the Director of Government Relations for the National Association of Development Organizations (NADO), where he leads congressional and executive branch outreach, coalition building, and advocacy efforts on behalf of more than 500 regional development organizations (RDOs) nationwide.
With over a decade of experience, Michael combines policy expertise with political acumen to advance federal policies that promote equitable community development, economic competitiveness, rural growth, economic mobility, and quality of place. Before joining NADO, he served as the Legislative Director for Community, Economic & Workforce Development at the National Association of Counties (NACo), collaborating with county officials to shape policies affecting local governments in areas such as housing, community and economic development, public works, and workforce initiatives.
Earlier in his career, Michael held various policy positions at the Association for Career and Technical Education (ACTE), Office of Congressman Anthony G. Brown (D-Md.), and contributed to several political campaigns across the Washington, D.C. metro area.
Michael holds a bachelor’s degree in political science from Salisbury University and a masterâs degree in public administration from Wilmington University. A native of Delaware, he now resides in Lake Ridge, Virginia, with his wife and daughter.
Andrew Coker joined the NADO team in March of 2023 as a Regional Development Researcher after spending two and a half years as the Regional Economic Resiliency Coordinator at NADO-member organization West Central Arkansas Planning and Development District.
Now serving at NADO as a Program Manager, Andrew conducts research on the newest economic and community development best practices from Economic Development Districts across the country. He helps produce easily digestible information on complex regional issues through case studies, tip sheets, and research reports. Andrew also hosts training and professional development opportunities including conference sessions and virtual webinars for member regional development organizations.
Andrew holds a bachelorâs degree from Hendrix College and a masterâs degree from the University of Arkansas Clinton School of Public Service. He is one of NADO’s three Missouri-based team members and enjoys reading and training for his next triathlon.
As Director of Programs, Jack Morgan manages the portfolio of NADOâs training, research, capacity-building, and other grant-funded programs and activities of the NADO Research Foundation. Jack previously served as a NADO Senior Program Manager and Associate Director, leading work supporting energy communities and the training programs for Emerging Leaders.Â
Jack joined the NADO team in 2022 after seven years with the National Association of Counties (NACo) as a Program and Senior Program Manager. Prior to NACo, Jack was a Policy Analyst for Friends of Southwest Virginia and interned for Mount Rogers Planning District Commission (VA). Jack holds a bachelorâs in geography from Emory & Henry College and a masterâs in geography from Appalachian State University.
Jack is certified by the American Institute of Certified Planners (AICP) and is a member of the American Planning Association (APA) Regional & Intergovernmental Planning Division. He also serves on the Emory & Henry College Alumni Board.
Taking road trips, reading non-fiction, and indulging in top-notch barbecue and coffee round out Jackâs days. He loves maps, mountains, and of course, all things sports.
Kar’ron Grant joined the NADO team in 2023 as Administrative Specialist and is the first face (or voice) youâll see or hear when reaching out to NADO. As Administrative Specialist, Kar’ron manages our database and coordinates NADO event operations. He ensures membersâ needs are met, contact information stays current, and NADOâs office is running efficiently.
Kar’ron came to NADO after four years in the classroom teaching at The New Century School and Old Mill Middle North where he received the Patriot of the Year award. He attended Towson University and the University of Maryland Global Campus and holds a bachelorâs in international studies and humanities.
Visiting art galleries and museums, playing basketball and bowling, and taking in movies and music are some of Kar’ronâs interests and hobbies.
Deputy Executive Director Laurie Thompson has been with NADO for 25 years. Laurie helps keep the NADO and NADO Research Foundation wheels turning through management of the daily operations of the Research Foundation, securing financial resources and overseeing grants management, and helping execute NADOâs Annual Training Conference each year.
Laurie holds a bachelorâs in public affairs and government from Mount Vernon College and a masterâs in health services administration from The George Washington University. Prior to NADO, Laurie spent time as a Field Specialist and an Eagle Staff Fund Director at First Nations Development Institute.
When sheâs taking a rare reprieve from her NADO work, Laurie enjoys traveling domestically and internationally to visit friends and family.
Jamie McCormick joined the NADO team as a Policy Fellow in 2019 and now serves as a Senior Manager of Member Services. In this role, she supports NADOâs engagement with its membership, helping ensure members stay connected, informed, and supported. She assists with programs, communications, and events that strengthen relationships across the organizationâs network.
Brett Schwartz began at NADO in 2012 as a Research Fellow after earning his J.D. from the University of Baltimore School of Law. The following year, he was promoted to Program Manager and has now been leading as an Associate Director since 2018. Brett is responsible for managing NADOâs Economic Development District Community of Practice (EDD CoP), as well as researching and monitoring the latest trends in regional economic development and resilience, including best practices for the Comprehensive Economic Development Strategy (CEDS). With more than a decade of experience on the NADO team, Brett is a dynamic relationship builder helping connect and build capacity among the national network of regional development organizations.
Brett also holds a bachelorâs degree from Georgetown University and a masterâs from Trinity College Dublin, as well as a certificate in mediation training. Heâs a member of Catalyst Grantmakers of San Diego and Imperial Counties and was a participant in the 2021-22 Field Trips to the Future Cohort.
Brett is one of NADOâs West Coast team members residing in San Diego, CA where he enjoys spending time outdoors, attending concerts and festivals, and soaking up life as a parent of two young children. Â
Katie Allison joined the team in 2023 to lead the strategic communication efforts of NADO. Katie creates and develops print and online materials, communicates NADOâs updates to members via weekly emails, and maintains content for nado.org and NADOâs social media channels. She also works with different departments to generate new ideas and strategies to effectively describe and promote the important work NADO is doing for EDDs and RDOs across the country.
An experienced nonprofit communications professional, Katie worked for organizations in western North Carolina for nearly a decade. She holds a bachelorâs in communications from Wingate University where she was a four-year student athlete.Â
Senior Program Manager Ciara Ristig has been a member of the NADO team since 2021, and helps with NADOâs EDD Community of Practice, EDD staff capacity building and other grants on a range of subjects, including equity and solar energy. Before NADO, Ciara worked as a Planner for the County of Santa Barbara and an Assistant Project Manager for REM Consult. Ciara holds a bachelorâs in urban studies and French from Bryn Mawr and a masterâs in urban studies from Ecole d’Urbanisme de Paris.
When sheâs not traveling, you can find her outrigger paddling and serving on the board of the Blue Sky Center in New Cuyama, CA, near her home base of Santa Barbara.
Carrie Kissel has been a member of the NADO team since 2005 and currently serves as Associate Director, Transportation. Carrie holds a bachelorâs in anthropology from Ball State University and a masterâs in public anthropology from American University. In her role at NADO, Carrie provides technical assistance and support to rural regions on transportation and economic development issues. She also develops training and peer exchange events on transportation issues and rural wealth creation as an economic development strategy.
Carrie is a member of the Transportation Research Board (TRB) and serves as chair of the TRB Standing Committee on Transportation in Rural Areas.
Reading, gardening, hiking, and kayaking are a few of Carrieâs hobbies.
Melissa Levy has worked at NADO as a Wealth Creation Specialist since February 2023 and is the Principal Consultant at her own firm specializing in wealth-based economic development consulting. With a career spanning nearly 30 years, Melissa brings a breadth of knowledge to her role providing in-depth research, coaching, and training on regional economic resilience, rural wealth creation strategies, and economic development.
Melissa is a North American Food Systems Network trained AgriCluster Resilience and Expansion (ACRE) facilitator and a WealthWorks coach, facilitator, and trainer.
In addition to her professional work, Melissa serves on the Vermont Urban and Community Forestry Council, on the board of the Hinesburg Community Resource Center, and on the Hinesburg Economic Development Committee.
A true outdoorswoman, Melissa enjoys cross country and downhill skiing, paddleboarding, hiking, biking, and kayaking, as well as yoga, and teaching Tai Chi.
Senior Program Manager Krishna Kunapareddy began her role with NADO in February of 2023 after 14 years of service at Boonslick Regional Planning Commission in Missouri. Krishna manages NADO Research Foundation’s Planning and Environmental Linkages and Center for Environmental Excellence projects. In addition to researching and writing, Krishna also conducts virtual workshops on innovative tools and techniques related to transportation planning.
She holds an undergraduate degree from Andhra University and a masterâs from JNT University in India, as well as a masterâs in city and regional planning from the University of Texas at Arlington. Krishna is also a certified Smart Cities Academy Practitioner and holds the Location Advantage certificate from geographic information system software company ESRI.
In her spare time, Krishna volunteers with Mentors4College helping high schoolers better plan for their post-high school paths.
Bret Allphin joined NADO in April of 2022 bringing with him a wealth of knowledge after a 20-year career with Buckeye Hills Regional Council in Marietta, Ohio. In addition to his bachelorâs in political science and masterâs in public affairs, Bret is a licensed Geographical Information Systems Professional (GISP). He is NADOâs go-to team member for all things mapping while also supporting members with transportation and economic development technical assistance services.
An avid sports aficionado and former collegiate athlete, Bret enjoys cheering on his Cincinnati Reds, hitting the trails on his mountain bike, and improving his golf game whenever possible. Bret is an involved community member in Marietta dedicating much of his spare time to serving on local nonprofit boards.
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Joe McKinney serves as Executive Director of the National Association of Development Organizations (NADO). Headquartered in Washington DC, NADO provides advocacy, education, research, and training for the nationâs 500+ regional planning and development organizations.
Joe has more than 30 years of experience having served in city, county, regional, national association, and government management since 1991. He holds a bachelorâs degree in Public Policy Analysis from the University of North Carolina at Chapel Hill and is a candidate for a masterâs degree in Public Administration from UNC-Chapel Hill.
McKinney has provided congressional testimony on numerous occasions regarding the importance of regional development organizations in helping shape the nationâs economic growth. He is nationally recognized for promoting innovative solutions in areas such as planning and economic development, workforce development, transportation and transit, and aging services.