Organize a Project Expo / Voting Event
At voting events, community members are recruited by canvassers, can learn about proposals from budget delegates, and can register and vote. The voting event is a combination of a popup canvassing session, project expo, and election.
This guide describes how to run a complete in-person voting event including partnering with other events, logistics, project expo, registration & voting. It assumes that the voting event occurs at a parks and recreation event such as a block party where there will be many people nearby who may be hearing about participatory budgeting for the first time.
This process can also be modified to organize simpler events like pop-up voting.
Objectives
100-200 people vote
Time
4-5 hour to prep
1 hour - setup
2-8 hours – run the voting event
1 hour - wrap up
Staffing
7-28 Budget delegates to explain their proposals
3-4 election staff and volunteers
poll manager - oversee process and solve problems
sign in — give ballots or online registration instructions
data manager — transfer data from registration form to online voting software and send links
outreach volunteer — pass out “I voted stickers” and collect email of other people to vote.
2-4 canvassers
If you do not have experienced event organizers, run a small pilot voting to practice.
Budget
Make sure you have a sufficient budget for the event. Some of the costs for the event include:
Voting
Room reservation (free to reserve city facilities)
Interpretation ($150 for 2 hours)
Pens
Printing for registrations and ballots
Laptop for online registration
(optional) laptops or tablets for online voting
Ballot box
Stickers or pins, e.g., PB or “I voted”
Equipment backpack(s)
Project expo
Poster printing
Easels (~$250 for 6-8) for each budget delegate posters
(optional) food, enough for budget delegates or voters
T-shirts for volunteers (~$150 for 15 t-shirts)
Pens & name tags,
Budget delegate Poster printing
Outreach
Video cameras/iphone for interviewing people
yard signs ($180 for 10 signs)
PB posters ($100 for 10 posters)
Services
Reserve room - make sure that:
There is wi-fi and power for online registration and voting
There is enough space for budget delegate posters
Arrange interpretation
Arrange transportation for delegates if appropriate
Order food
Order t-shirts
Print yard signs and posters
Materials
Voting
Registration forms (see Setup Registration) — enough for each voter + extras (200+):
Ballots (see Setup Ballots) — enough for each voter + extras (200+):
Volunteer RSVP (Resource 1) - send to volunteer list to recruit
Volunteer Reminder (Resource 2) - send 1 week and/or day before to RSVP list
Volunteer Thank you (Resource 3) - send after the event to volunteers
Voting event roles & reminders (Resource 4) — print (pdf) 1 for each volunteer to remind them of their roles at the event.
Online voting instructions (Resource 5) — print 20+, these can be reused
Friend signup instructions (Resource 6) — print out copies for outreach volunteer to ask people to recruit their friends. Can also print out as flyer to give to each voter.
Friend signup form (Resource 7) — print out copies for outreach volunteer to ask people to recruit their friends.
Sample ballot (Resource 8) — use as template for creating ballot
Sample ballot guide (Resource 9) — use as template for creating ballot guide
Pens
Ballot box
Laptop & extension cords
Hotspot if no wifi
Tables & chairs
Project expo
Proposal posters
Easels for posters
(optional) T-shirts for budget delegates
Outreach
Outreach script
Candy, donuts, stickers pins - bring something to pass out. Candy works great for attracting kids who bring their parents. Donuts can also work well.
Boom box
Preparation
2 months before
Plan event with parks and recreation or another partner -- the ideal event is one where there are a lot of people hanging out and having a good time such as a block party.
When choosing location, make sure there is enough space for budget delegates to present and for voting stages + any mandatory distance between delegates and voting booths.
Send out newsletter announcement
Send out advertising materials to partners
Send RSVP for volunteer shifts including:
election judges
canvassers
budget delegates
media (pictures and interviewing)
1 month before
Train poll volunteers
Train canvassers to help you recruit participants and volunteers
Print t-shirts
Print swag (buttons, stickers)
Print yard signs
Print posters
Acquire laptops for checking registrations and for voting
Acquire box for holding ballots
1 week before
Print proposal posters (or ask delegates to create posters)
Purchase name tags & markers for delegates
Print paper registration forms - enough for each voter plus extra
Print ballots - enough for each voter plus extra
Order food
Order translation
Send reminders to volunteers
2 hours before
Post signage
Setup welcome table with
Sign in
Name tags and pens
Registration forms
Ballots
Setup ballot receiving station with:
Laptop for transferring registrations to voting software
Setup paper / laptop voting tables for voters
Setup tables and posters for project expo
Arrange food
Setup canvassing cart
(optional) setup music
During the event
I. Voting
Sign in volunteer
During the event, signup volunteer should ask people if they want to vote on paper or online:
For paper voting, the signup volunteer should:
provide a paper registration & ballot
direct voters to the voting booth
tell voter to hand completed registration and ballot to data manager
For online registration, the election judge should
direct people to the online registration instructions / QR code on the online voting instructions
tell voter to see the data manager after they have registered to receive their voting link by email
Data Manager
For paper voting, the data manager should:
receive paper ballots
For online voting, the data manager should:
find the voters registration information in the spreadsheet
transfer the email to the voting software
if the voter has already voted, ask if they want to spoil the previous ballot
send them the link to vote on their phone
Outreach volunteer
After voting, the outreach volunteer can
hand out “I voted” stickers, posters and yard signs.
ask voters to write the name and email of other people they think might like to vote.
II. Proposal Expo
During the event, budget delegates should check in at the welcome desk then set up their proposal poster on an easel or table and explain the project to community members.
III. Outreach
During the event, canvassers should approach people and invite them to vote for PB.
They can also ask people to share the names/emails of friends who might also want to vote.
IV. Media
The media volunteer should take pictures and interview participants after they vote.
V. Manager
The PB manager should make sure that all the volunteers have what they need and are carrying out their responsibilities.
Teardown
At the end of the event, make sure to
Collect ballots
Collect materials
After the event
Soon after the event, the manager should:
1. Record the number of votes at the event including paper ballots and online voting during event.
2. Send thank you messages to the volunteers
3. Post event photos in newsletter & website
4. Update the votes by tallying the ballots
5. Restock:
supplies
swag
broken equipment
batteries
6. Reflect
Debrief assembly with team
Decide what to do differently at the next event
Update evaluation report
Volunteer RSVP
Subject: Voting Event on Thursday, Sep 15, at 11:00 AM -- can you make it?
Hi <name>,
We're organizing voting session on Thursday, September 15, 2023 at 11:00 AM at Robert Crown, and we need volunteer election judges, canvassers, and budget delegates.
Can you make it? If so, let me know or <RSVP here by Tuesday>!
What: Robert Crown Voting Event
When: Thursday, September 15, 2023 at 11 AM
Where: Robert Crown
Point person: Gus, 619-277-3692
Thanks!
<your name>
Volunteer Reminder
Follow-up with people you emailed but haven’t heard from:
Hi <name>,
Just checking if you can you make it to the voting event this Saturday. If you can, let me know or <RSVP here by Thursday>!
What: Robert Crown Voting Event
When: Thursday, September 15, 2023 at 11 AM
Where: Robert Crown
Point person: Gus, 619-277-3692
Thanks!
<your name>
Confirmation to those who RSVP’ed
Subject: Thank you for signing up to the voting event! Here's info about your upcoming session
Hi <name>!
Thank you for RSVPing for the voting event at Robert Crown this Saturday! I'll be your point of contact for this session -- if you have any questions, you can reach me over email or, on the day of the event, at 619-277-3692.
What: Robert Crown Voting Event
When: Thursday, September 15, 2023 at 11 AM
Where: Robert Crown
Point person: Gus, 619-277-3692
In the meantime, if you need it, here you can find the online guide for volunteering at the voting event.
Thank you and see you soon!
<your name>
Volunteer Thank You
Subject: Thank you for volunteering at the voting event!
Hi <name>,
Thank you so much for helping with the voting event yesterday! You did an amazing job helping people register vote! You helped 70 people vote -- a very impressive number!
Our goal is to have 7700 people vote by the end of September, so we still need volunteers to help us spread the word and run voting events. Please sign up for more voting events if you can and share any names of friends and family who might not have voted yet!
Thank you for all your work – you are making a more inclusive democracy for our community!
Thank you!
<your name>