Table of Contents

This toolkit explains everything you need to know about how to easily plan and schedule Member site visits or meetings. Each section walks you through different aspects of engaging your Member of Congress and planning for the event or meeting. Tools are templates or worksheets you can personalize for your local project. Resources provide you with additional useful information.

1. Designing the Event or Meeting

  • Deciding between an event or a meeting
  • Identifying your “story” or message
  • Engaging your partners
  • Thinking through the logistics

TOOL: Planning Worksheet
RESOURCE: Notifying SRTSNP and Getting Help


2. Inviting Your Member of Congress

  • Obtaining contact information for your Member of Congress
  • Understanding the scheduling process

TOOL: Sample invitation or meeting request
TOOL: Sample script for following up with the scheduler


3. Developing Background Materials

  • Creating a one-pager on your local SRTS project
  • Downloading background materials from SRTSNP
  • Producing informational packets

TOOL: Template for one-pager on your local SRTS project
➢ RESOURCE: Downloadable fact sheets on SRTS across the country and in your state
RESOURCE: Summary of reauthorization recommendations for SRTS


4. Carrying out a Successful Event

  • Planning the event
  • Engaging the media
  • Holding the event

TOOL: Event checklist
TOOL: Press release template
RESOURCE: Tips for giving interviews


5. Conducting a Successful Meeting

  • Understanding the basics of meeting with a Member of Congress
  • Planning the meeting content and message
  • Conducting the meeting

TOOL: Sample talking points on SRTS and the reauthorization recommendations


6. Following up after the Event or Meeting

  • Thanking the Member of Congress and staff
  • Keeping in touch with your Member of Congress after the event

TOOL: Sample thank you letter
RESOURCE: Updating SRTSNP about your event or meeting


7. Appendix: Lobbying Versus Education: Rules and Regulations