hackforla / ballotnav

A repository for HackforLA's BallotNav project
https://BallotNav.org
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Collecting Customer Data (Customer Outreach, Calendly and Customer feedback) #492

Closed staceyrebekahscott closed 2 years ago

staceyrebekahscott commented 2 years ago

Overview

We will be collecting customer data via a posting on Reddit as our first approach, and will evaluate results based on the response. We will be asking for people who work for any national voting org.

*Changed issue title from "Reddit Posting" to "Customer Outreach" due to the inability to post on Reddit.

Action Items

layneam commented 2 years ago

Template for customer feedback is in Ballot Nav Shared Drive > Market Fit Research > Customer Development (Link) Link: https://docs.google.com/spreadsheets/d/11lSWFNMLjr_zji3OMM2ReGFl9ZdG1dSfHtbYZiTjm6Y/edit?usp=sharing Have added this link at the bottom of the customer interview questions doc at: https://docs.google.com/document/d/1fgngzGPxVUrLqKr5sYp4Uj5u1aPLeE6QeHz7xwEFL64 cc: @kaerii

layneam commented 2 years ago

Calendly set up, link: https://calendly.com/ballotnav/voter-mobilization-research-interview?month=2022-06 image The sign in is with Google SSO, so anyone with the Ballot Nav email access can click "log in with Google" to access.

@kaerii I have plugged in your hours and mine per ticket https://github.com/hackforla/ballotnav/issues/490, some of them overlap but that's fine. It's great to have coverage for large portions of the day. Rules are: 15 minutes between interviews and at least 12 hours notice. Only for the coming week for now. I will look at setting up a filter to auto-fwd you the interview deets.

@kcoronel if you know of a better way please ping me.

kcoronel commented 2 years ago

Looks good! @kaerii I will give you access to the Gmail login via 1password.

staceyrebekahscott commented 2 years ago

Posted in BallotNav Slack Channel by Layne 06/07/22:

My action item: reddit post. Here goes. "Hello Redditors, I am working on a project for Hack for LA (link) and I'm asking for your help.

The project is about improving voter turnout in the USA, so we're looking to learn more about challenges and opportunities re: mobilizing US voters.

I'm looking to talk to people who work or volunteer regularly for national organizations that mobilize US voters as their core mission (think orgs like League of Women Voters).

Sound like you? Please fill out this short qualifying survey (link) and a researcher from our team will get in touch. Or if you know anyone who might be interested in talking to us, please forward them the survey.

Thank you!

ALSO: there are lots of Reddit channels :smile: Here are a few I found that might be good, if anyone has thoughts: https://www.reddit.com/r/DemocraticUnderground/ https://www.reddit.com/r/VoteDEM/ https://www.reddit.com/r/GOTV2024/ (only has 3 members but I can't see anything more relevant so maybe they will have some leads) https://www.reddit.com/r/electionreform/ https://www.reddit.com/r/USCensus2020/ (still quite active)

Replies to Post:

Stacey (she/her) 1 day ago I think the posting sounds good.

Layne (AEST) 1 day ago I think on reflection it should say something like "work boots-on-the-ground to mobilize voters" to disambiguate from vote.org? Maybe? (edited) :+1: 1

Stacey (she/her) 1 day ago Either way sounds fine. :ok: 1

staceyrebekahscott commented 2 years ago

Posted in BallotNav Slack Channel by Layne 06/08/22:

Layne (AEST) 8:34 PM Ok, first roadblock: I don't have enough Reddit karma to post anything and they have a lot of measures in place to keep out new and inactive accounts. (It was worth a try!) I reckon we move to plan B, reaching out to our networks. Here's the text I prepared with links embedded:

"I am working on a project for Hack for LA and I'm asking for your help.

The project is about improving voter turnout in the USA, so we're looking to learn more about challenges and opportunities re: mobilizing US voters. I'm looking to talk to people who work or volunteer regularly for national organizations that mobilize US voters as their core mission (think orgs like League of Women Voters).

Sound like you? Please fill out this short qualifying survey and a researcher from our team will get in touch. Or if you know anyone who might be interested in talking to us, please forward them the survey: https://forms.gle/bHwhqBFYjEgNFR1r9

Thank you!"

Replies to Post:

Layne (AEST) 1 day ago I have a few people I know and will reach out to them now. I will also post in the HfLA general channel. :+1::skin-tone-4: 1

Karen (she/her/ella) (PST) 16 hours ago @Layne (AEST) let us know if we should also send this to people :heart:

Carrie Geng 15 hours ago How much reddit karma do we need to make a posting? I have something like 12 karma and if that’s enough, I could possibly try.

Karen (she/her/ella) (PST) 14 hours ago I have 9 Karma

Layne (AEST) 5 hours ago I have no idea lol I googled it last night and there's no specific karma number listed. I think it's probably part of a trust algorithm and you just have to try to post. The button is grayed out when I try, but maybe you both will have better luck?

Layne (AEST) 5 hours ago I did manage to get a friend to agree to talk to me, I'm just working on finding a time that works with our timezones. So that's a good start!

Layne (AEST) 5 hours ago @Karen (she/her/ella) (PST) Yeah I would say definitely let's get this out there and get appointments on the calendar!

staceyrebekahscott commented 2 years ago

@layneam I added the text from the postings in the BallotNav Slack channel to this issue, as we need a record in GitHub of the text we are using, and why we are switching to plan B- reaching out to our contacts.

staceyrebekahscott commented 2 years ago

Layne (AEST) Yesterday at 4:00 AM Progress report: Not that this should be a shock to anyone, but I'm not finding recruiting super-easy :sweat_smile: I have two friends who have said they'd talk to me but haven't gotten them on my schedule yet. (One of them is Kent G who responded on our Google Form, I have followed up with him directly) I've put out a blanket call on my personal Facebook, I know a bunch of GOTV organizers and am starting to ping them individually too. I'm trying more personal language in that outreach, e.g.: "Hey Jared, I definitely thought of you when writing this post. I'm hoping to build a product to help activists like yourself get more voters to the polls. Would you be willing to chat with me about your experience some time?" I've also posted on Craigslist using slightly different language to the Reddit post. (Backstory: I've been consuming some materials on psychology that have informed these language tweaks) I am locked out of Craigslist at the moment though because it can't verify my US phone number. If someone else can post in other major US cities, that might be easier. I've pinged one social media account of a person I found working for a target org on LinkedIn. I think this will just be a numbers game. LinkedIn Groups have been really fruitless, I wasn't able to find any groups that were very relevant. My next actions will be searching for more people on LinkedIn and pinging their social media accounts, joining some Facebook Groups, and trying over at Movement Labs to see if they would be willing to help out. I might also try to participate in some phonebanking this week. Finally, I think that even though picking a narrow target market is the right thing to do, we might struggle to get research participants unless we get an "in" with some networked contacts. So at the moment I'm not saying no to interviews where I can get them, even if they're not exactly our target, because I think it's worthwhile to network with them and we may find similar insights anyway. Any constructive thoughts or feedback on this process are most welcome :upside_down_face: (edited) 2 replies

Carrie Geng 7 hours ago Thanks for all of your work Layne! I agree about the LinkedIn outreach--it’s actually not easy to find people. I wonder if it might be worth emailing the organizations themselves and ask if there’d be anyone there who can speak to us.

Stacey (she/her) < 1 minute ago I have an idea for an approach that is in line with what Carrie is suggesting, that I got from a product management course on Udemy, and is in line with what Layne is thinking with a more direct approach. If we are at the point of trying something else, which it sounds like we are, I can put together an explainer of this idea to share with the group.

layneam commented 2 years ago

Progress report 14 June:

I attended an LA Forward event today, it was a debrief about the recent CA primary election and it was pretty well attended, over 50 people I believe. It was very worthwhile hearing people talk about the GOTV context, what activities they're doing in this space, their successes and their frustrations.

I've also stoked a few conversations on Twitter and email with field organizers from Our Revolution. This will be a relatively slow process, but it is so far a lot better than cold outreach.

I started compiling my activity notes on a doc which I'll add to the ticket, thanks Stacey: https://docs.google.com/document/d/1AVk86a_4MsXkrCrV7tuqfZCeIgLR2CcP6k21kqLYuR8/edit?usp=sharing

kaerii commented 2 years ago

@staceyrebekahscott For emailing organizations, should I send emails from the BallotNav email or from my personal email?

Email template: I am a volunteer at Hack for LA (LINK), a brigade of Code for America (LINK) which works with communities and governments to build digital tools and services. We’re currently working on a project about improving voter turnout in the US, and we’re looking to learn more about challenges and opportunities at voting rights organizations like yours that mobilize US voters as their core mission.

I’d love to talk with people who work or volunteer regularly at (ORGANIZATION) to learn more about the most pressing issues and challenges you face at (ORGANZATION). If you or anyone you know would be open to a brief video chat, I’d love to set up a time.

Thank you for your consideration!

@kaerii I think this language looks good. I changed "chapter" to "brigade" as that is the term Code for America uses for the city chapters. And I think we should send emails from the BallotNav emails, as we should have a communication record of who we sent to and responses. I think we should record who you sent emails to: please create a new tab in the Voter Mobilization Research Feedback. I'll use this as well to record what channels I posted in in Slack.

@staceyrebekahscott Thanks Stacey! I don't think I have access to the BallotNav email account yet.

staceyrebekahscott commented 2 years ago

Layne (AEST) Today at 1:18 AM A few followup notes to today's meeting: I've updated the research spreadsheet with my notes from the LA Forward debrief (+ a couple nuggets I found on Reddit) If you're looking for GOTV events to drop in on, I found the LA Forward event and Sister District using this Google search, if you have other sources or ideas to share please do :slightly_smiling_face: I'm attending Sister District's Northeast San Francisco monthly hub meeting tomorrow. Here's their published strategy, tagging @Stacey (she/her) as we were talking today about exactly this. Here's the Opportunity Solution Tree Miro template I showed today, this is my suggestion for how we can illustrate what our goal is (once we understand it better), how we're going to solve for it, and what options we considered along the way. (Source is Teresa Torres' book Continuous Discovery Habits) I dug around in some of the old documentation and found this Atlantic article about obstacles the poor face to voting. Really interesting. @Stacey (she/her) or @Carrie Geng would either of you be happy to reach out to the people Drew told us about today, Sophia Alice or Mya Stark? (edited) 2 replies

Layne (AEST) 12 hours ago Some events I found that look interesting, if anyone wants to attend: https://www.mobilize.us/ptp/event/438690/ <- This is a cool event for someone to attend, it's 4AM my time so better for a US timezone https://events.democrats.org/event/404981/ <- Layne signed up for this https://events.democrats.org/event/436167/ <- Layne signed up for this https://www.mobilize.us/indivisiblefloridanetwork/event/416098/ https://www.mobilize.us/indivisiblefloridanetwork/event/402442/ <- Layne signed up for this https://act.indivisible.org/event/local-actions/164208/signup/ <- Layne signed up for this https://act.indivisible.org/event/local-actions/166150/signup/ <- Layne signed up for this (more Indivisible events here) (edited)

Karen (she/her/ella) (PST) 4 hours ago @Stacey (she/her) @Carrie Geng let me know if you want me to make intros to Sophia or Mya :slightly_smiling_face:

staceyrebekahscott commented 2 years ago

@kcoronel Thank you for the help here. Yes, please make the connection for Mya and Sophia to both myself and Carrie.

@kaerii Based on our availability we can discuss who follows up with Sophia or Mya.

kcoronel commented 2 years ago

@kaerii adding here the information for BallotNav gmail access.

First, go here and sign in. If you’ve misplaced your password, please choose to recover your password. If you are able to sign in, please head to vaults and search for ballot nav, on the left hand side you will see something that says view vault, review this for the gmail folder which has our gmail login, and then login to ballotnav.

staceyrebekahscott commented 2 years ago

Layne (AEST) 8:09 PM I had fun at the Sister District Northeast San Fran meeting just now; there wasn't as much discussion about pain points or challenges but I did get some insights into how they approach voter turnout. We practiced having conversations with voters using a "3 Vs" framework; they told me about their strategy to energise state and local races because voting local pretty much guarantees voting up-ballot too; and they work to find undecided voters for targeted outreach from the candidate. I've added these to the research spreadsheet.

staceyrebekahscott commented 2 years ago

@layneam Great insight on the spreadsheet from the LA Forward and Sister District meetings. Thank you for attending those and taking such detailed notes.

My initial thoughts from this are:

layneam commented 2 years ago

More events to check out:

layneam commented 2 years ago

@layneam Great insight on the spreadsheet from the LA Forward and Sister District meetings. Thank you for attending those and taking such detailed notes.

My initial thoughts from this are:

  • Voters need better resources in one place for finding out about all of the candidates, especially judges and controllers (roles that are a bit more obscure and unfamiliar to the average, low information voter.

    • I would guess a vast majority of voters felt very intimidated by the 8 page ballot in CA.
  • Field organizers need a way to more easily train volunteers, and it should include ways to combat the emotional difficulties that come from phone and text banking.
  • Voters and organizers need alternative ways to connect. Hosting ballot parties or other types of gatherings, like a caucus without the candidates, (Evite but for voting parties?)

@staceyrebekahscott Lots and lots of opportunities here, holy cow. Hopefully by attending more meetings and asking thoughtful questions where possible, we can start teasing out common themes. Thanks for your feedback, I think those are some good problem statements. I like the idea of synthesizing insights into customer needs (as you've done) and keeping them somewhere. I will have a think about the best way to do that.

@layneam What about adding the insights to another tab on the spreadsheet?

kaerii commented 2 years ago

I contacted 10 organizations via email, tracked in the Voter Mobilization Research Feedback spreadsheet.

Of the 10 organizations Carrie reached out to, 2 responded within the 1st day- Rock The Vote was unavailable, but MassVOTE responded open to schedule. Karen also made intros with Mya Stark and Sophia Alice, and Carrie scheduled for next Friday 06/24/22.

@kaerii Do you know NARF? vote@narf.org & Progressive Turnout Project

Website: Progressive Turnout Project

staceyrebekahscott commented 2 years ago

Before posting on the Slack channels, I reached out to Stephanie from Civic Tech Jobs via Slack, as she posted a survey on the channels recently, and I wanted to see what feedback she had on the process before posting.

layneam commented 2 years ago

@staceyrebekahscott I can't find the other org that had previous meeting recordings readily, but the All In link should have enough to keep some folks busy for the moment, thank you for taking a look.

re: adding insights to a tab, that does sound like an obvious and simple solution. But I would also like to be able to track what exactly we heard/read/saw that led to that insight, and how often it's come up. I would also like to make sure we consider different ways to frame the same opportunity. So as much as I love centralising our work, there might be tools that could work better than a spreadsheet tab. Like Airtable? Or a mind map in Miro?

Some other orgs with affiliate links to research, @kaerii if you don't have enough orgs to email I'm finding lots :) :

@layneam Let's see if Miro has something that could work, since we have already built boards there. I think a mind map could be interesting.

staceyrebekahscott commented 2 years ago

I looked into the website All In Campus Democracy Challenge, focused on mobilizing college students. I reviewed 2 reports: Strengthening American Democracy: A guide for developing an action plan to increase civic learning 2022 All In Campus Action planning report

Neither report yielded any specific insight, but they lay out a process we can use for a report or guide or case study. But the Action Plan guide listed the Andrew Goodman Foundation as having used their planning tool, which led me to the Vote Everywhere Ambassador Handbook. This includes case studies, which I am still reviewing for insights.

layneam commented 2 years ago

I am signed up for these events:

The first one on the list will conflict with our usual product manager meeting, @staceyrebekahscott and @kcoronel. Should we cancel this week or move it? I can't meet directly before the team meeting either because of the fifth event on this list :) But we can find some time before or after if you like.

I think the main focus is just fact finding at this point, but it would be nice if we had more volume of data coming in faster.

Webinar recordings!

I've also noticed many organizations publish DIY GOTV guides. I would be surprised if they are used very often, though some of them are quite detailed and probably took a lot of effort to write.

staceyrebekahscott commented 2 years ago

@layneam @kcoronel I am fine with canceling the PM meeting today.

Great effort on all of the events you have signed up for Layne!

I am going to work on an approach to gathering more data, organizing the tasks to assign to the team. I agree we need more data coming in more quickly. But I think we need to really exhaust the potential of our existing approaches before introducing a new method. Tapping into the existing recordings and documentation and pulling insights from that is a more novel approach and since it is asynchronous it can be done in a shorter period of time. I think we lack a bit of organization on it which is why we are not getting the volume, so I'll some up with some ideas on what we can do to improve that.

staceyrebekahscott commented 2 years ago

Created new issue #494 to address further progress on emailing organizations for interviews, assigned issue to @kaerii

staceyrebekahscott commented 2 years ago

Created new issue #495 to collect data via recorded data and assigned to @jonlam27

layneam commented 2 years ago

Continuing on this thread per Stacey's comment I am in the process of creating some new issues, breaking up issue # 492 into smaller chunks- the comments are getting very long. Layne- I think you should continue posting all of your work in issue # 492.

Attended Individisible Sonoma County Out of District Meeting. Background info:

Challenges:

Will add some of these insights to the research spreadsheet

staceyrebekahscott commented 2 years ago

Notes from last week's meeting:

There was no responses from the posting in the main HfLA Slack Channels.

I reached out to Stephanie from Civic tech Jobs re: her recent efforts to find volunteers to respond to a survey via posting on the Slack channels, and she said that the effort can be worth it if we really need the data, but it is taking a lot of effort. So I did not post anything yet, however I did write up some language for the posting. I think this could be worth it to assign to a researcher when we bring more on, but wanted to see what results we can get from org interview outreach and webinar listenings.

layneam commented 2 years ago

Attended Movement Labs Weekly Training. Background info

Challenges:

layneam commented 2 years ago

Attended We Are All Organizers: Community Organizing Host Training Background info

Challenges

layneam commented 2 years ago

Attended Overcoming the Rural-Urban Divide Pt 2 Background info

Challenges

Today I also attended:

layneam commented 2 years ago

My computer took a crap last week and I lost all my notes, sorry for the wait. Here are the meetings I went to in the past 2 weeks.

  1. Listening Session for Native American Voices by the Oklahoma Policy Institute

    • A general session to hear about issues in the community, not voting specific
    • Major themes: mental health, unemployment & people leaving due to lack of opportunity on reservations, lack of connections/representation when decisions are being made in the state capital, criminalization (of women), tribal capacity/coalition building, lack of trust & discrimination in healthcare, health & ADHD issues in young people
  2. We Are All Organizers Toolkit Training by the Democratic Party

    • A followup to the relational organizing training I did the week prior, we went through how to use the Democrats' Mobilize account to create community events. Anyone can create an event and, subject to approval, it will be publicized on the DNC's Mobilize event feed for folks in the area to find.
    • Some event templates exist, e.g.
    • Organize Everywhere Toolkit Training doc
  3. Indivisible Rural Caucus June Call

  4. Fridays at 4 Swing Left letter writing

    • I did these for the past 2 weeks. They say in 2020 their 17.8 million postcards improved voter turnout by .8% nationwide.
    • Messaging and recruiting/retaining leaders and volunteers are the most important concerns of this group.
  5. Field Team 6 PA Voter Registration Training

    • This group developed a website Voterizer.org to help canvassers register voters in all 50 states; mostly it just links to SOS websites. It has some limited customization options.
    • The training walked individual volunteers through their "voter drive in a box". YouTube video
    • Lots of questions in the chat about logistics, major themes: how to register voters in other states? (laws vary wildly so trainings must be state-specific) how to deal with multiple confusing online/paper voter registration forms from the state? how to handle voter data? where can we register voters and do we need to get permission from the property owner?
staceyrebekahscott commented 2 years ago

Websites discussed during call with Sophia Alice re: Data collecting/ analysis and voter mobilization.

https://www.bluebonnetdata.org/

https://www.civisanalytics.com/

https://catalist.us/

https://targetsmart.com/

https://movementcooperative.org/

https://github.com/move-coop/parsons

https://generationdata.org

https://twitter.com/thebmbennett

https://twitter.com/thebmbennett/status/1541572154856194050

kcoronel commented 2 years ago

Closing this issue because it looks like all tasks have been completed