Legislators and elected officials want to meet with citizens from their districts to hear their concerns and recommendations. You only have to be passionate about an issue to get your message across, not an expert lobbyist. Because you hold the power of the vote, your opinions carry more weight than any number of paid lobbyists. Don't be afraid to lobby; it is simply expressing your opinion and trying to convince someone that your view is the correct one.
It may be difficult to set up a meeting at their district office during the hectic legislative session, but usually the legislator will take the time if you are willing to travel to the Capitol. Also, you can often arrange a meeting while your legislator is home around holidays or during recesses. Remember that you have several elected officials at the federal, state, and local levels with different decision making authority. If appropriate, you should contact all of them if they can support your issue.
Arranging the Meeting
Call your legislator’s office and make an appointment. Ask to speak with the appointments secretary or scheduler.
Identify yourself as a constituent of the legislator, stating your company and where you live and operate.
Briefly explain which issue you would like to discuss with the legislator.
Request a 30 minute meeting with the elected official. You might be given less time, but it doesn’t hurt to ask for 30 minutes.
If the legislator is unavailable, request a meeting with a legislative aide or other staff person who is responsible for or knowledgeable about your issue.
Send a note or email to confirm the appointment. Include the time, date and location of the appointment, as well as your name, address and daytime phone number.
Before the meeting
Gather a small group, if possible, (three is optimum) to accompany you during the meeting.
Determine the message you wish to convey before meeting with the legislator. If in a group, divide up the tasks of who is the main spokesperson, and who will answer questions on specific topics. Also, assign someone to take notes and to write the follow-up thank you letter. Include brief personal stories or experiences which demonstrate why this issue is important to you or the group. Finally, keep your message brief and clear so that your legislator understands the issue.
List all arguments for and against the issue and develop responses. This will avoid being put on the spot when the legislator disagrees with your argument.
Prepare your message in a letter or fact sheet to leave with the legislator. If you wish to convey amendments or revisions to legislation, provide your edited version of the bill. Be brief; if you bury them in paper, they may not read it!
Familiarize yourself with the legislator’s voting record and history. This will help you relate and determine which arguments will be most effective.
Role play your presentation with others who can provide feedback. Practice until you are confident and know the information or message. Make sure the information you are presenting is limited enough to allow time for questions and discussion.
During the meeting
Be on time. Your legislator has a full schedule. Sometimes elected officials may not be on time due to meetings or hearings. Be patient and flexible. If the legislator must leave early, ask to continue the discussion with a staff person.
Dress professionally. Initial impressions are important in this setting and a good one can only help your message.
Relax. Do not feel that you need to be an expert. All that matters is that you are an intelligent constituent with voting power. Your best tool will be to show how genuine your concern is for the issue.
Introduce yourself and everyone in your group, and identify your companies.
Make eye contact. This shows confidence. Speak with authority and remember that your legislator (or the staff person) is a person too.
Make your opening remarks are brief and contain a clear description of the issue. State your position on it and what you want the elected official to do. If legislation is involved, state the bill number, name, and sponsors.
Watch body language as it can often reveal more than the discussion.
If you lose your train of thought or get flustered, pull out your fact sheet to refresh your mind or let another member of the group pick up the discussion.
After presenting your message, let the legislator respond. Listen carefully. Have another member of your group take notes so you can focus on what the legislator is saying.
Answer the legislator’s questions as best you can. Do not make up answers. Acknowledge what you do not know. Make a note of the questions you could not answer and tell the legislator you will follow up with answers.
Keep the discussion focused on the message you are there to convey. If the discussion gets off course, steer it back to the issue.
Be firm about your position, but do no try to change the legislators’ mind. Be courteous, direct and fair. Ensure that no personal remarks are made. If you are not seeing eye-to-eye with the legislator and are frustrated, move on to another part of the issue or politely end the meeting. It is important not to alienate the legislator since you may need his or her support on another issue.
As for your legislator’s support or opposition by speaking out on the floor, or voting for or against the bill, unless he or she is clearly opposed to the issue.
Remember to leave the legislator and the staff a copy of your fact sheets, letters and other information.
Thank the legislator or staff member for his or her time, even if no agreement was reached on the issue.
After the Meeting
Immediately take notes regarding the main points of discussion, the legislator’s remarks, any unanswered questions, etc.
Complete your research to find information for unanswered questions.
Promptly follow up with a thank you letter. Use this to restate your key points, respond to outstanding questions, and reiterate any commitments the legislator made. The letter should be signed by all parties who attended the meeting, as well as any interested parties who could not attend.
Find quick answers to your questions about the CRA and navigating calrest.org.