CPR

Local Chapter

Handbook

A guide for local chapters of Californians For Proportional Representation.


Table Of Contents

  1. Overview - What is CPR?
  2. What is a CPR Local Chapter?
  3. Getting Started
  4. Convening Meetings
  5. Recruiting
  6. Goal setting and research into local conditions
  7. Organizing Outreach
  8. Newsletters and e-mail
  9. Coordinating volunteers - tips for the organizer
  10. Learning more about PR - Self-education
  11. Notes from San Francisco - September 1998

Author's note: The purpose of this handbook is to be both a source of known, tried ideas and a springboard for creativity and imagination to develop more effective means of making PR a reality for more and more people. The examples of activities in this handbook are based on a variety of practical experiences that should be added to as we learn more.



1 Overview - What is CPR?

Californians for Proportional Representation (CPR)'s primary purpose is to promote and work toward the implementation of Proportional Representation (PR) at all levels of governmental and even non-governmental bodies.

CPR was founded in May of 1993, with 23 people signing up. We have several local chapters, and ran a campaign in 1996 in SF to adopt PR there. We lost, but we see it as the opening salvo in the quest for PR.

CPR provides speakers and workshops upon request. We have literature that people can use. We provide training for people on speaking about PR, running PR elections for non-governmental groups, etc.

CPR is a non-incorporated non-profit political organization. It is not a tax exempt body, because it works directly on campaigns.

Our By-laws are relatively simple. A 9 member Board of Directors, which must meet at least 3 times a year, is elected via PR (using preference voting). The quorum for a Board meeting is 3 members. We typically have 6-9 board members at meetings.

Once a year, we have an annual general meeting (AGM). We have a vote by mail for Board members, though people can also vote at the AGM. The quorum for a legitimate AGM is the square root of the total number of members as of May 1st of that year. We typically have about 30-40 members come to the AGM.

We have a new Membership fee structure. It is $45 for a Supporting Membership, $25 for a Standard Membership, and $6 for a Limited Membership. To join, you should send mail/e-mail with name, address, and phone number. We will sign new members up as provisional members immediately, and start sending the newsletters. We will bill them. New members have 3 months to pay, or they can write "Cancel" on the bill.

Return to Table of Contents


2 What is a CPR Local Chapter?

The definitions in this section are provisional and have not been confirmed by the Board of CPR

A CPR Local Chapter is an organization of CPR members within a self-defined membership criteria and scope. This is usually geographic, but does not have to be - for example, members of CPR who are also members of a State-wide organization might form a Local Chapter to seek PR for that organization

Its specific purpose is to work for the implementation of PR in the levels of governmental and/or non-governmental bodies within its scope and the general purpose of promoting PR.

In practice, this means a Local Chapter consists of active members who are working for specific 'Local Chapter' goals.

While NO Chapter can (or wants to) do everything, examples of Local Chapter member activities (together or individually) include:

Researching a city or county charter to find when it comes up for review and the mechanisms for changing the voting system (how to get an initiative on the ballot, requirements for signatures etc.);
Writing letters/articles to the newspapers;
Updates for CPR newsletter;
Recruiting new members;
Fund raising;
Phoning talk back radio;
Arranging speaking engagements for PR speakers;
Arranging meetings with key individuals (lobbying) ;
Organizing and running public meetings;
Running information tables in public places (malls etc.);
Targeted mailings; Targeted phone calls;
Door to door canvassing;
Studying PR literature;
Developing local PR literature, videos, murals etc.;

More examples will be provided in the following sections.

Remember DO NOT TRY TO DO all these activities at the same time!
Your Local Chapter will probably want to start at a realistic pace and build towards the mass movement or organizational focal point of a mass movement that might be needed to achieve State-wide PR.

Return to Table of Contents


3 Getting Started

It's not as tough as you might imagine. In order to be viable, a local Chapter probably needs the following as a minimum:


3 active members
one person filling the role of meeting convenor
regular meetings
an outreach program

The first step is to organize an inaugural meeting. Once this has been held AND a decision to form a Local Chapter has been made, you are on your way!

Current members of CPR who would qualify as members of the Local Chapter are your best starting point.

  1. Contact the VP of Local Chapters or the VP of Membership to get a list of these members.
  2. Phone around to find if there is interest and to find a suitable time and place for the first meeting.
  3. Decide on a time and place that allows the maximum attendance.

Who should be invited to the inaugural meeting?

There are no hard and fast rules, but existing CPR members MUST be included. Additionally,:

  1. You can ask existing members to bring along people who they think might be interested.
  2. You can make it a public meeting in a public venue (community hall, library, etc.) and publicize it widely.

The advantages/disadvantages of each approach are as follows:

Approach 1

Advantages: Can be organized quickly and cheaply usually at a member's residence, high rate of attendance expected and high probability of enough members to get a Chapter going.

Disadvantages: Might appear elitist (this can be mitigated by creating provisional officers until a public inaugural meeting can be organized), limited number of possible attendees reduces the possibilities for work-sharing.

Approach 2

Advantages: Less appearance of elitism (but that also depends on how the meeting is organized), maximizes potential number of attendees and increases the possibilities of work sharing

Disadvantages: Requires advance publicity and a public venue and often some upfront costs. Possibility of low attendance and appearing irrelevant to the size of the venue, usually takes longer to organize.

The First (Inaugural) meeting.


This is your launch so you need to be prepared. Here is a sample detailed working agenda that you can customize for your Local Chapter, but note the essential (KEY) items that MUST be included. See also the section on Convening Meetings.

  1. Personal welcome to the venue. If at a residence, the greeter will be answering the door, while at a public hall the greeter can offer a human face to the visitor. In all cases, the greeter can provide a published agenda and some background leaflets on PR and collect the name and phone number of the visitor.
  2. A formal opening of the meeting, so that everyone knows the published agenda has started.
  3. A (short) speech on PR, with special relevance to the locality or focus of the potential local chapter. This is often followed by questions and may be followed by a discussion (ideally on the proposed scope and goals of the Local Chapter).
  4. A decision to form a Local Chapter (KEY) (This might be the last item after discussion of the following items)
  5. A decision on the (provisional) Chapter scope (KEY)
  6. A decision on the (provisional) Chapter name (KEY)
  7. A decision on a (provisional) Chapter Convenor (KEY)
  8. A decision on a (provisional) Chapter Secretary
  9. A decision on a (provisional) Chapter Treasurer
  10. A decision on the place and time of the next meeting (KEY)
  11. A formal close of the meeting, so that everyone knows that the formal business has been completed.

Once you have made the key decisions above, you are well on the way to forming a viable Chapter.

The Next Step - organizing for growth.


The Chapter will need officers (people who are elected to accept and fulfill certain jobs for a period of time) and active members (people who do some additional job/jobs from time to time).

The number and role of the officers will depend on the size and make-up of the Local Chapter and the skills and experience of the potential officers.
Some roles refer to the business meeting specifically, while other roles extend beyond the Chapter meeting itself.

Each officer position may consist of several roles, but, clearly, the more people that are participating in the necessary roles, the less work there is for each person! Depending on the size and activities of your Local Chapter, it should be obvious what roles are needed and what are not yet required a regular basis!

The following lists should help you come up with a framework suitable for your Chapter.

Local Chapter Roles

Meeting Convenor - organizes the venue (and if not previously planned, time and date) of the Chapter meeting and makes sure the members know about it. May also prepare the agenda. May also chair the meeting. May prepare the business or full meeting agenda.
Meeting Chair - chairs the business meeting. May also chair the non-business meeting. May read the minutes and/or incoming correspondence. May prepare the business or full meeting agenda.
Minutes Secretary - takes and publishes minutes of the business meeting. May also read the minutes of the previous meetings. May prepare the business or full meeting agenda.
Correspondence Secretary - receives all incoming correspondence and writes and sends all outgoing correspondence. May also read the incoming correspondence.
Phone/fax/e-mail contact - takes all incoming phone/fax/e-mail messages.
Treasurer - receives and disburses all monies for the Chapter keeping records of the same. Usually opens a Bank checking account and is one of two or three check signatories (Chair and Secretary are often the other signatories).
Recruitment Organizer - follows up on inquiries, attendees at meetings inviting them to become members - and passes the information to CPR
Membership VP. (Membership is recorded centrally in CPR)
Media Liaison - acts as the sole contact with the media (except letters to the editor), fielding questions and issuing Press Releases.
Volunteer Coordinator - matches specific tasks to specific members (especially useful when campaigning)
Education Coordinator - organizes the self-education of members and PR study groups.

Local Chapter Officers

Typical names for the main officers are : Chair/Convenor, Secretary and Treasurer. Some Chapters may turn some of the roles above into specific positions such as Minutes Secretary, Correspondence Secretary. Others may wish to have two people share an Officer function or have an officer and a deputy/assistant. The key is to make sure all the tasks have someone assigned to do them and that the person(s) assigned are able and willing to do the task!

What if you cannot fill all the Officer positions?

If you cannot fill all the positions with different individuals, then either some people can take on more than one position OR individuals are asked to fill the role on a month-to-month basis (for example, take minutes for THIS meeting only).

Local Chapter By-Laws

When we have samples they will be added here. See the VP for Local Chapters if you have any suggestions.

Return to Table of Contents


4 Convening Meetings

Why meetings?

Meetings of Local Chapter members are important for many reasons.
They provide an opportunity for members to:

Meetings should be held regularly, for example, the first Tuesday of the month, at a known venue, so that if someone misses a meeting they'll know when the next one is likely to be held.

This is not always possible. When meetings are held irregularly and/or at different venues, extra effort is needed to inform the members when/where they are to be held. In either case, the Meeting Convenor should either phone all members prior to a meeting or organize a phone tree to reach all members. The purpose is not only a reminder of the time and venue, but also of the special items on the meeting agenda.

Meeting standards

Meetings will normally consist of a business meeting, where formal resolutions are made, minutes and reports recorded according to Roberts Rules of Order (this is the standard for meetings in the U.S.A.) and a non-business meeting which can be conducted in a less formal fashion.

Since all members are volunteers and their time is terribly precious to them, it is essential to set a habit of punctual, well run meetings that have interesting agendas and a high-level of member involvement - so that they'll want to attend future meetings! The volunteer coordinator role can survey the membership to decide on direction and style. See Meeting Content below for extra ideas.

Meeting Content

The non-business meeting should consist of one or more activities of interest to the members. Examples include:

The business meeting should consist of:

Return to Table of Contents


5 Recruiting

The key to recruiting, like any task of persuasion, is to ask the question - will you become a member of CPR - in a way that leaves no room for a negative (how active a member of CPR do you want to be?), but only after the ground work of education has been done. Obviously, you should ask visitors at meetings to join. There are also additional things that can be done. If they want more information about PR or CPR, provide it and then follow-up with a request to join.

Some key steps are:

  1. ALWAYS take the name and phone numbers of guests/visitors at all CPR public meetings. This can be done as people enter, or, alternatively, on a list circulated during or after the meeting, asking for people requiring further information.
  2. For those whose name & phone are on the 'attended' list only, a follow-up phone call can inquire on their views on the meeting and if they would like to know more about PR (if yes, invite to the next meeting where you will give them more information).
  3. For those whose name & phone are on the 'more information wanted' list, a follow-up phone call can inquire if they would like to get the newsletter on a regular basis by joining.

Ensure the phone call follow-up is coordinated - there is NOTHING WORSE than being phoned by two people from the same organization!

Return to Table of Contents


6 Goal setting and research into local conditions

A Local Chapter with a geographic scope (e.g. a County) could have several potential goals. It could be PR at the County government level or the City level of one or major cities in the County. The Chapter should decide on a specific goal based on the practical facts.

This may require research into the Charter of the different levels of government. (Usually at the local Library) If so, specific individuals or groups of individuals should be tasked to do the research and report back to the Chapter. You might find that a specific city will have its Charter up for review several years before another, so you have to look at what is feasible. You might find that ballot initiatives require a percentage of the population on a petition and/or a vote of the City Council or Charter Review committee. You may have members in one city but not another. You may have PR-leaning Councillors in a city who might put PR on the ballot. There are many possibilities.

The officers of CPR are available to offer suggestions/recommendations, but the Local Chapter will have to make the decisions in the end - its your time and effort that's primarily involved!

Alternatively, you may decide that it is too early to decide on which campaign is best for your chapter and may choose general education of the population in the area of your Chapter's scope.

Return to Table of Contents


7 Organizing Outreach

Outreach is one of the main activities of CPR and will continue throughout the next decade. It is the 'spreading the word' activity that is the bedrock of our movement's growth, but outreach has many forms. A Chapter can participate in many forms of outreach depending on its membership's skills and contacts, but it will succeed even more if members teach other their individual skills.
There are three general forms of outreach. 1) Organizations 2) Individuals 3) Large numbers of individuals (Mass outreach)

Outreach to organizations

This is usually done by providing speakers to other organizations. Speakers may speak to the general membership (for example League of Women Voters) or to committees (Service clubs, political groups) or to specific audiences (High school classes, Junior College classes etc.)

You need to identify and then contact local organizations. Try the 'warm to cold' approach.

First try those organizations where your Local Chapter members are Officers. Getting speaking engagements there should be easy!

Next try those organizations where your Local Chapter members are members. Finding the officers should be easy!

Next try organizations that you would expect to be both interested and sympathetic to PR - the League of Women Voters, ALL political parties (yes including the Democratic and Republican parties - remember most wasted votes are Democrat or Republican!).

Next try organizations that hold internal elections for a Committee and could be interested in PR for themselves as well as a general community interest - Chamber of Commerce, Trade and Credit Unions, Churches, Synagogues, Mosques and other religious & community based organizations.

Next try organizations that could be interested in PR as a general community interest - Schools, Colleges and Adult Learning Centers.

When you get a speaking appointment try to ensure your speaker has plenty of leaflets and other 'give away' materials. Especially for new speakers, try to get a few members also to go along, if possible, for moral support.

And always leave with a list of names and phone numbers of those wanting more information on PR!

Outreach to Key Individuals

This is often called lobbying. Examples of key individuals are Mayor, City Councillors, key business, union, church and other civic leaders, local TV, Radio and newspaper chief reporters/editors.

It is usual to get an appointment for one-three people to visit the individual. Again, make sure you have plenty of leaflets and other 'give away' materials. these people are especially busy so it is important to both prepare them and yourselves for the visit and focus on one aspect of PR (for example, PR for their city!)

Outreach to Large Numbers

The Media
This can be done through the media by writing letters/articles to the newspapers and phoning talk back radio. The best approach is to get op-ed articles in newspapers and to be interviewed by the radio. With both letter writing and radio phone-ins it is more effective with more and different people.
Public Meetings
When enough interest has been generated, it can be effective to hire a hall and call a public meeting of your own or in conjunction with other pro-PR organizations. If other organizations call Town Meetings where questions from the audience are expected, turn up and ask the question. Does organization X or politician Y support a fair voting system for this city/county and if so when will they {appropriate action}?
Tabling
Putting up a table in a public place and distributing leaflets or asking for a signature on a ballot petition is relatively non-confrontational (compared to talking to talk back hosts!) and great way of getting your message to a random section of the public.
Mass campaigns
When you need to reach lots of people directly, door to door campaigning (either for a petition signature or for a vote) is more effective than direct mailings or targeted phone calls, but is extremely labor intensive. It's worth saving this for when you have a lot of supporters if not actually members.

Return to Table of Contents


8 Newsletters and e-mail

Each Local Chapter should prepare for CPR newsletter a brief description of their activities for the previous month and their plans for the next month as a matter of course. Of course, when something special is going to happen or happens then a more detailed report would be appreciated. We can all learn and be inspired from each other, so its worth the effort.

Return to Table of Contents


9 Coordinating volunteers - tips for the organizer

When working with volunteers remember that they are individuals and are under no obligation (other than their own moral code) to do anything for CPR or you.

If you have several tasks and several people, try to find those who would be most enthusiastic and comfortable doing the task. This doesn't necessarily mean putting the most qualified person in the job. For example, someone who stuffs envelopes all day for a living might not want to do that for CPR!

Usually though, people who have had some acquaintance with a task would be the most suitable.

If there is no one available with the necessary experience, then you'll have to find someone who is willing to learn. Often volunteer work (for CPR or any volunteer organization) can provide valuable learning experiences. This is how you should 'sell' the task to the novice, but you MUST provide some form of learning support, whether books, advice, hands demonstrations and/or coaching.

Try to get as many people involved as possible - even if they are doing a little bit each - you will have more sources of help when else someone cannot!

The VP for Local Chapters is a resource to help the Chapter organizer or any Chapter officers in fulfilling their functions.

Return to Table of Contents


10 Learning more about PR - Self-education

There is a wealth of written material on PR throughout the world and through the Center for Voting and Democracy quite a lot in the USA too.

Individually, you can read the many books, articles, newspaper columns, letters that are reproduced or referenced by CVD.

As a Chapter, you can also organize study groups, where you all read a section of a book or a particular article between meetings and discuss it at the following meeting.

The following is from a CVD e-mail:

PR Study Circle in Minneapolis by Tony Solgard February 17, 1997
Thirteen Minneapolis area residents recently completed a
study circle on proportional representation. A mixture of progressives, greens, non-aligned citizens and a member of the Reform Party met for five sessions to discuss Douglas Amy's book, Real Choices/New Voices, to deepen understanding as a basis for organizing for PR in Minnesota.

The idea for this came up after Pete Nickitas and I spoke about PR to a group of political progressives about eight months ago. The group felt that there was something to this thing called PR and they wanted to do more with it. We settled on a study circle.

I agreed to facilitate the process. This involved preparing to lead the discussions, strive for balanced participation, and make sure the interaction remained constructive. Two others from the sponsoring organizations shared the role of organizer, the logistics manager of a study circle.

The group met at a Minneapolis community center once each week and discussed several chapters from Amy's book at each session. Participants also brought in other resources which they gathered independently.

The immediate outcome was an agreement to reconvene in a month to forge a plan for organizing for PR in Minnesota.

A study circle is a democratically structured learning process in which participants jointly choose issues to investigate.
They try to:
* frame questions in personally meaningful ways
* develop a shared understanding of issues
* identify values underlying an issue rather than become experts
* discover common ground amid differing viewpoints,
* move from personal opinions to reflective and informed judgments to provide the basis for action
* develop self-esteem and preparedness to act effectively on public issues
* support individual decisions to act by building recognition and trust that others in the study circle will make complementary actions.

For more information about study circles, contact the Study Circles Resource Center, 697A Pomfret St, PO Box 203, Pomfret CT 06258. Phone: (860) 928-2616. Fax: (860) 928-3713. E-mail:

To find out more about our efforts in Minnesota, you may contact me, Tony Solgard, 2509 34th Ave S, Minneapolis MN 55406. Phone (612) 724-5540. Fax (612) 724-0208. E-mail: .

Return to Table of Contents


11 Notes from San Francisco - September 1998

At the "Empowering the Voter" Conference in San Francisco, there was a panel discussion on Organizing Local Chapters on Sept. 13th 1998. On the panel were Janet Anderson (Washington), Blair Bobier (Oregon), Dan Johnson-Weinberger (Illinois), Jim Lindsay (California), and Nat Lerner (New Zealand/California).

Here is a brief summary of some of the ideas that helped start or maintained Local Chapters in their areas; many quite inexpensive.

Monthly e-mail newsletter to members and potential members;
Send out and publicize a candidate questionaire asking for their knowledge and/or views on PR specificallt related to their assembly (city/county/state/Congress);
to start a chapter get three people and ask for money (the Hutzpa approach);
Use the Free Press and where possible/necessary "stage" publicity events to keep PR in the public's attention;
Use distinctive non-partisan colors in publicity;
avoid one worker burn-out;
tag along with parallel reforms such as Ballot Access news
lobby elected officials, find out the rules and make contact with staffers;
take yourself seriously;
Use Cable TV's public access station;
Community Radio slots;
try and fill local news holes by making it easy for reporters to use your story;
understand your area; which groups are more likely and those less likely to be interested in PR;
consider non-member organizations as a way of generating publicity and money before involving members;
use the skills and expertise available to you.

Return to Table of Contents