1. Your main goal should be to keep the wait time as short as possible, not only to make sure you talk to the most voters but also to give the volunteers the best possible experience so they return again in the future.
  2. Try to get as many callers calling at once, even if they can call for a shorter amount of time per volunteer. 5 callers calling by themselves at different times will make many fewer dials and have much longer wait times than 5 callers calling all at once.
  3. If you have a single caller, the dialer is better than hand dialing but if possible, put the volunteer on high value volunteer recruitment. If they are able to turn out a single calling shift during a time when there are other callers, that shift will create more IDs and have more conversations than the single volunteer calling alone would have been able to get.
  4. Callers logging in and out multiple times over the course of a shift will cause the system to slow down as each log out (if not done by going not ready at the end of a call) will more than likely cause a dropped call, requiring the pacing to remain slower until the short term drop percentage comes down again.
  5. Strategies to keep callers logged in at in person phone banks could include:
    1. Having volunteers raise a hand and get temporarily replaced by an organizer or floating caller when they need to take a restroom or other break. Will encourage them to return quickly and will not slow down the system for others.
    2. Have set break times where everyone logs out and back in again. Set breaks will encourage volunteers to stay logged in outside of the break time.
    3. Use time logged in as one or your leaderboard metrics in addition to total calls
    4. Have folks raise their hand to get “checked out” of their calling session (you come over and log them out). Gives you the opportunity to ask for 15 more minutes and to get them committed to a future shift.
    5. Make cardboard cubbies (boxes with top, bottom, and 1 side cut off) to hang information inside as quick reference for callers, in addition to helping cut down on cross talk and make sure callers are paying attention to hear the beep when a voter connects.
  6. Don’t let technology needs slow you down! Make lending the campaign an extra laptop, tablet, or headset a regular volunteer ask when doing recruitment calls, especially to folks who say no and can’t call themselves.
  7. Have a set time for priority in office phone banks each night of the week so all callers, whether by themselves from home or from a volunteer hosted phonebank, know when others will be calling with them.