HOW TO USE THIS TOOLKIT
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.
Over the past few years, virtual meetings have become a regular and effective part of advocacy work. They offer flexibility in scheduling, eliminate travel barriers, and often allow more staff members to join the conversation. Virtual meetings also make it easier to follow up by sharing links, documents, or other materials in real time. With the right preparation and a clear message, these meetings can be a convenient and powerful way to build relationships and advance your policy goals. Use the tips below to make the most of your virtual advocacy:
Test Your Tech: Before the meeting, test your internet connection, camera, microphone, and any platforms (Zoom, Teams, etc.) you’ll be using. Have a backup plan, like a phone number to call in, in case of technical issues.
Minimize Distractions: Choose a quiet, well-lit location where you won’t be interrupted. Turn off notifications and close unnecessary tabs or apps to stay focused.
Be On Time and Ready: Log in a few minutes early to show respect for the staffer’s time. Have your talking points, background materials, and key asks in front of you for easy reference.
Introduce Everyone: If multiple people are attending from your organization, briefly introduce yourselves at the beginning and clarify who will be leading which parts of the conversation.
Keep it Concise and Clear: Virtual meetings tend to be shorter, so get to your main points quickly. Be clear about your request and how it relates to the legislator’s district or policy priorities.
Use Visuals Wisely: If you plan to share a document or presentation, let the staffer know ahead of time and send materials in advance. Don’t rely on screen-sharing alone—some participants may be calling in.
Follow Up Promptly: Just like with in-person meetings, send a thank-you email within 48 hours. Include any materials mentioned and reiterate your appreciation and key takeaways.