3/7/13
Brandi, Larry, Oliver, Dave, Maureen, Vivek, Jackie, Jackrabbit, Cal, Tracy

REPORT BACKS:

ADMIN:

Jackie: Not too much, going on right now. Maureen and Emma continue building Newsletter.

OUTREACH:

Jackie: Volunteer Newsletter will go out, and a longer version will be on the Planning hub. We’ll rotate bottomlining on Outreach now. NatGat is really moving along, and will affect IO, there’s a launch call on March 20th, and lots of people are on board. The environmental component should bring a lot of people on board. NatGat info available
from Jackie or Chris.

Oliver: Going over lists of Occupies that we have, and for Canada as well, as part of Outreach. Is anyone else doing similar review of such lists at this time?

Larry: Has been having this conversation will some people about this type of calling getting done. I maintained this contact list for some months, and Steve has the most experience doing this. It seems we are moving towards doing this calling…is it the OWS directory list? I want to ask Steve to be involved with this, so he can share how he was doing this, and the timing is critical as so much is going on…which list is being used and who is doing the calling?

(Some people away for other sub group report backs)

Jackie: We’re using the two lists from the Occupy directory. One from a year ago, 2012.
The second list is Sept. 2012 with only addresses and no other info, about four hundred
on the list that was used for phone banking earlier.

Larry: I don’t know about the S17 list, but it is based on the Occupy contact sheet. Concerning this goal of contacting people for NatGat, perhaps we can cross-pollinate
and also promote NatGat, practicing mutual aid in doing so.

Oliver: This all makes sense, as it sounds as if there are going to be hundreds of addresses to check, and some will have email and no phone and vice versa. If there’s a way to combine energies with NatGat, that makes a lot of sense. I’m open to helping in anyway I can, although I’m new. Working with Steve seems to make sense.

Larry: Jackie, do you think the NatGat folks would be into that? Is it worth setting up a call for people who are going to do the phone banking? If the NatGat folks are willing to do that, along with Oliver, Gina and Steve, and figure out how to do it. Collecting information is going to be important as well. How do folks feel about having such a phone call?

Jackie: Back up a second, I don’t think we’re planning at NatGat to actually do phone banking. In Outreach, we are trying to get volunteers in, and then when there are enough, we’re going to send an email blast, and then do a huge phone banking. We wanted to start the emailing in the beginning of March, but we’re a little behind schedule. We have time to work up the phone banking idea. We can add mumble to the maestro call.

Larry: The big Occupy email was mentioned. What needs to be done for that, and I’m wondering if all of those contacts are in civi? I agree that the big email followed by phone banking is a good idea.

Jackie: Where we’re at in that, is the email is almost ready. There is one problem with the civi, of how to import the four hundred addresses? It’s not a good time tech wise be importing lists because of Occupy Sandy information. The other problem is how many per day and how many at a time can be sent as email. Occupy directory list is also updating.

Larry: I wish they had told me they were doing something with civi. It’s best if we can do it in civi.

Oliver: The first thing would be to see if emails are active, those that are not responding would have to be tracked down, to see if those Occupies are still there.

Brandi: Organizing a call for phone bankers needed and a smaller group of getting the lists straight and making it more solid.

Oliver: Considering the IO structure that we’re considering, these are the first steps.
The kind of outreach that we have been describing is needs discussion for groups vs. individuals….the mass movement outreach, likes that term as Brandi termed it.
Willing to help to move forward. Are there next steps? Would like to see IO flourish.

Dave: Outreach effort is parallel effort of groups/individuals. Marketing effort of
a new organization. We can’t make progress on any front until some vision is formed.
It’s taken months to get the letter together. Forty or fifty thousand should be on list.
Structural efficiency should be examined before getting into mechanics of outreach effort.

Jackrabbit: The conversation is confusing at this point, although I arrived late.

Cal: Arrives as well at this point… Would also like clarification on this conversation…

Brandi: Report back included discussion of an email that is going out to check on status of different groups, are they still out there? Conversation also evolved to discussing combining that effort with NatGat, and then also the Occupy Sandy effort and getting
that information straight. Should there be a separate contact for people who are interested in phone banking?

Cal: Still in report backs?

Brandi: We started having this conversation as part of the Agenda.

Larry: I think Cal’s question is indicative of the conversation. The conversation evolved organically. This relates to the larger question we’ve had recently. I kind of pushed this forward as the development of a strategy to reach out to the movement, which will make it easier to reach out to the international movement. While we’re growing and developing we need to tell everybody that we’re here. Jackie made the point about where folks are at as far as figuring out the contact lists and who is actually doing the outreach. How are we going to get to that vision?

Jackie: To refer to conversation, we’ve actually had the plan in place since mid-January, so join the next Outreach call and we’ll be ready to send out the first round of emails.

Brandi: After having that conversation, it was determined who needs to contact each other and what some next steps might be. Next subject is what is an IO project?

Jackie: What is an IO project? I don’t mind if we don’t discuss this tonight. Is there anything else we offer or want? I just wanted to get this idea out there. It can be put on another Agenda.

Brandi: Five calls in nine days discussion.

Cal: Did we decide to skip over all the old business? Process question.

Jackrabbit: This is a response to Gordon’s email to the all IO list. Five calls failed due to lack of staff, and the latest was the volunteer orientation call, and it’s the third in a row that has not been staffed. These calls about IO 2.0 are great, but we’re not covering bases in basic sense, Five calls not being covered in nine days is not o.k. Why is orientation call not being staffed three times in a row?

Cal: A misunderstanding about one of the calls, so the number is only four, but that’s still pretty bad.

Larry: All the calls have been staffed, but they just haven’t been at the times that were on there. I connected with all the folks who were on there, but just not at that time.

Jackrabbit: If that’s the only call we’re referring to, that’s fine. Does anyone have an understanding of why this is happening? What is the reason for the other calls? Is Gordon the only person who understands what’s going on with that?

Cal: We just don’t have a pool of TA’s. I propose we have an assessment of how many we actually have and how many are actually still available.

Brandi: Should we sent out a questionnaire about available TA’s? Who would we talk to about that issue?

Cal: That’s a question that we’ve been having. Andrea and Gordon were managing the TA staff. Chris and I don’t want to manage the TA’s once they’ve been trained, so there is a void here.

Larry: Chris has some information about this, and should be able to provide soon.

Jackie: I am on TA list, so I see when requests are sent out, but only a few, same people respond. Brings me back to the point that we need volunteers.

Larry: We have a bunch of working groups, whenever people have contacted me for calls, I’m wondering how folks feel…we all know how to do maestro…we could take turns in showing people how to do it. There are maybe two a week, and we could take turns showing people how to do it, and it would make more sense do teach maestro.
Let’s utilize what we do have as volunteers, instead of just looking for what we don’t have.

Cal: There is a policy in place, that they should have TA’s trained after two calls.
Jackie twinkles

Larry: Point is that those who are on call and familiar enough to train, then they should step up to train.

Cal: Policy/process in place, and I’m not certain how well we’re executing the process. I don’t think we have a process that there is actually a TA on each call.

Tracy joins call.

Jackie: I’m not doing the TA, but “us” meaning IO.
Larry twinkles

Brandi: Stack is clear, go to old business.

Cal: I don’t know that we resolved the last issue. We can table, but I don’t think we’re complete with this item.

Brandi: Yes, it unfinished.

Jackrabbit: I’ll get in touch with the coordinator next week, and see what he says about what is going on.

Jackie: I don’t know if there’s a process written down, but I believe the way it was working, that they had to ask individually if someone would do it.

Tracy: Email Outreach to have rotation or volunteer for volunteer outreach. I did outreach from March to August, and I wouldn’t mind being a backup until this process gets resolved.

Larry: When someone signs up for volunteer orientation, I’ve just connected with them offline, so we did get to volunteers, despite it not being at the designated time. Nate and Larry would appreciate Tracy’s help.

Dave: I’m fielding volunteer submissions. I think it would be worth considering for it to mold to both people’s schedules? Accommodating volunteers helps create the bond.

Tracy: Thanks Larry, I just didn’t know what was going on, and I would go offline. If you want me to help out, I’ll be glad to help out.

Brandi: Does the conversation seem more resolved? We can move forward then. New business includes US Social Forum and old business is report back about online consensus tool from Jackrabbit.

Jackrabbit: Lumio.com is set up. It works for decision making concerning proposals. Once we have proposals, we can see how it works.

Brandi: With Lumio, the Occupy visioning group had asked for some type of online tool, and visioning group has opened up a practicing group with it.

Jackie: Which account should we go into, the one for IO?

Jackrabbit: I set one up for us already.

Cal: When we first talked about this, I’m in another group who wants to try it out quickly, and we haven’t had response yet re: Lumio.

Larry: I have username/password for Lumio. It asks for organization, and I used IO, and you all can have it if you want it. It’s there.

Jackrabbit: Whatever Larry’s or my account is, it’s an online tool that helps us make decisions together as a group.

Brandi: If you want to get used to using the tool, get in touch with one of them. The IO
Consensus on international strategy.

Dave: I hoping a couple of weeks ago that I would be able to gather enough information, but I haven’t gotten that kind of foothold yet. On international front, I’m hoping more
Information comes up. As it pertains to progressive groups, I really think that it’s due to the scope and scale, there would have to be market research and survey to see what desires and wants of groups would be. I recommend that the core group segregates itself to come back with something that is more fleshed out.

Vivek: Curious to know. Usually in international arena US tries to lead. I want to know if indirectly or directly IO is trying to do that.

Cal: It would be best to join one of those groups, and get on one of the calls and find out to answer the question.

Dave: I agree with both of those statements, that the US falls into that self-perceived leadership roles. I am approaching WSF in an information gathering mode instead, and for it to really work, it has to be very expansive, inclusive and collaborative. If it’s Western driven, it will have the same scope. Cal, as far as what you’ve said, hoping for opportunities to hash out approach. It doesn’t seem that the connecting potential is being reached from mumble conversation.
Twinkles from Cal and Larry

Larry: There was a point in time when I thought I had the movement figured out, and I’ve gained a certain sense of purpose and desire to reach out to people. Having been involved with IO for so long, we’ve done so well at flying by the seat of our pants…
some of that has been lost. It’s been hard connecting with the global folks, the WSF,
there are way too many conversations going on at once. The mumble calls also, there
are people I’ve interacted with who don’t even know about he mumble calls. I don’t think any of us have any idea of what we’re doing, but as long as we’re open to learning, I think we can make it a national/global response. Now I want to listen. We’re children
in all of this, no matter what walks of life we come from. As long as we keep that perspective we’ll find an answer to these questions. Our short term active plan will help us get there. Keep your heads up, it will just take time.

Dave: List serve is a lot of one way talking, and not connecting and exchanging. IO could figure out a way to be an advocate for the conversation and gathering. If we could have a toolkit that is as effective as Occupy Sandy? Are we getting closer or farther from
Solution as far as international reach?

Vivek: Larry said a nice thing, that we are children. IO came into being because a lot is going on, for example, the UN budget is five times less than CIA. The imperialist structure causes this type of inequality and a big problem for the world.

Jackrabbit: There are lots of different initiates that are happening that speak to access and flexibility. There are people who are developing ways for people to share Internet and share that network, and keep creating these meshed networks. The offering of communication and facilitating communication and coordinating that IO bases itself on
Expresses itself in various ways. Thanks to people who are doing international work.

Dave: Jackrabbit, I know you have a wealth of information that I’d like to understand.
Before we go to Tunisia, I’d like to know more about what you feel the challenges are.

Larry: Concurs with what Dave said. I sent a text to Badger about where they were at with these tools, but I know Chris is doing the global conversation stuff, so it sounds like you have this information that we could get together and have a call maybe Monday, to talk about where we may be at with this conversation. Are you open to something like that?

Jackrabbit: Yes, and we could talk after this call also.

Brandi: Last two Agenda items: request Newsletter discussion.

Larry: On previous topic, Dave and Jackrabbit could set up this meeting, and Chris can also join.

Cal: Vivek has brought his situation repeatedly to this call, so I’m glad it’s being handled. Request for somebody to go to Paris? Is that the speaker request? Who put this on the Agenda?

Dave: We’re trying to raise some last minute funds for the Tunisia trip. If anyone has any ideas.

CHECK OUT

Of particular note: Brandi mentions successes in Colorado re: fracking that she’s involved in now. Oliver mentions his work in Occupy Vancouver where he’s involved also with Idle No More.

3/5/13
Attendees: Dave, Maureen, Oliver, Jackie, Tracy, Gordon on mumble
Apologies:
Check Ins:
Old Business
*Volunteer Newsletter
we will send it. – passed

Outreach to Occupy
Survey
Title
Questions
Outreach Survey Questions Feb. 2013
IO draft letter jan 30.docx

https://docs.google.com/document/d/1KExNbol1i6mfkxOAhkLzpKcCB7-wTuj3tvAq_fLnVTk/edit

Next week’s bottomliner: Dave

New Business

*Proposal to rotate some bottom liner tasks
call bottom lining – reminder, set up agenda, open board
keeping track of volunteers

passes – we will ask each week before New business like on the Thurs. call
David – first week – Jackie send bottomliner info [done]

Natgat as IO Project
what is an io project – thurs agenda

has potential to be huge – people are already on board in many structures – media
international – mentioned on radio in berlin
email lists
- andrea, tts, squares, see others from nyc on them
calls
mumbles
connected via22 people with andrea through facebook outreach.

speaks to international relationships and how the relationships have been building; happening organically, a lot of time invested

tracy – twinkles

calls
promote on IO, fb, twitter
offer hubs

dave – outreach -advice – strategic – focus in on a couple of places – has capacity to snowball
oliver – oppty to promote the hubs
maureen – hubs
tracy – best to do like s17

re: occupy outreach project:
send oliver the lists occupy directory [done]
check with philly

2-26-13
Attendees: Jackie. Oliver, Tracy
Apologies:
Welcome new volunteer, Oliver!

Check Ins:
Dave – research, reading anarchist collectives about how functionally 14th biggest city in the world was able to
Maureen – have been reading about this three tier approach and how it can get managed –
Oliver – occupy Vancouver – glad to be here, excited to be working guys
Tracy – nothing much activist wise, stepping back, have been working 3 jobs; social media and comms
Jackie –

Old Business

Reach out to Occupy project
email blast- delay in civi mailing capabilities; options
questionnaire?
tool in marketing consulting work have used religiously can be great – have to be careful how you craft and guide it -
been able to before use a survey as a PR tool and data mining tool – can use at both if clever – can use the survey to get interest and help to refine.
dave has used it for a 2000 ppl –

IO draft letter jan 30.docx https://docs.google.com/document/d/1KExNbol1i6mfkxOAhkLzpKcCB7-wTuj3tvAq_fLnVTk/edit

Tracy – reach out to the ones who are tech savvy – project orientation call – maybe struc serv group – bring this to thurs. night.

Maureen – if there are volunteers working to send out that
spam filters
Dave – have to send out 50 out a time – need to verify plus per day per server
Dave – look at the list, check 50 number
Oliver – how do we know these are still active
Jackie –

Dave – spreadsheet – respond yes or no, phonebanking –
third group is no response at all
Tracy – Gina is an Occupy Directory curator
Dave – searchability within the data

Maureen – the Title is important ***

Occupy Event Outreach
Tracy – Occupy Midwest in Chicago – possibility of tabling
also Mayday – in NYC
Jackie will be in Buffalo – national Debt Burning convergence

should we revisit buying more banners to have regionally?
create a process for events (tabling package – what to have and do)

Volunteer Newsletter

Volunteer Contact
- interoccupyvolunteers@gmail.com – Dave and Jackie have access.
didn’t get to: maybe everyone who wants to contact volunteers should have access.

Tracy – thinks that the people who are working with volunteers, getting people involved should be the ones to have access to us.
Maureen – a level of security is good with people’s contact info
Tracy – whichever
Jackie – wants to step back from the correspondence
Tracy – reaching out; will continue to point people to IO

New Business
3. Int’l outreach
Dave, Larry – Tunisia
fundraising promotion

Calendar – get together an Outreach Calendar https://mail.google.com/mail/u/2/?shva=1#inbox
Maestro training March 4, 8 PM interest?
Passed – Chris –

Maureen – question – back to emails;

Tracy – outreach related – history from last year – one year today;

2-19-13
Attendees: Maureen, Tracy, Jackie
Apologies:
Welcome new volunteer, Oliver – he will be on next week’s call.
Check Ins:

Old Business
1. Reach out to Occupy project

email blast

IO draft letter jan 30.docx – Jackie added some bullet points about Sandy

timing – March 1 possible

send out email blast and then a shorter follow up – Maureen suggestion (+1-jackie)

work on materials – flyers
david – nate

Volunteer Newsletter – Jackie will put together tomorrow

New Business
3. Int’l outreach
Dave – Tunisia

volunteer email – Tracy also trying to help reach out to vols by phone or email.
should have a process for working with volunteers to avoid duplicate work – perhaps email outreach list “I am working on Name”
Dave has been reaching out and brought on Oliver and ___

Tracy mentions Occupy Midwest in Chicago – possibility of tabling
should we revisit buying more banners to have regionally
create a process for events (tabling package – what to have and do)

2-12-13
Attendees: Tracy, Dave, Jackie
Apologies:

Check Ins:
Tracy – long day of cutting fruit
Dave –
Jackie -been at

Report Backs:

Orientation Call – Nate, Larry

Task Requests, Digest -Jackie

Volunteer Correspondence – Dave
Dave doing follow up email and phone call to volunteer submissions
they will take one of two directions
1. Volunteer for IO (short or long term) – forward to intro call? who directing?
2. Want to integrate into system/ hub/ tools/etc – forward to who? Liaison as discussed the other day to help users all the way through systems?

Should we empower/ask contacts to put us in contact with their contacts/ orgs as part of growth goals ( volunteers or user base)
Oliver example

Old Business

Continue conversation of direction, next steps for Outreach
- 3 tiered approach
1 outreach to occupy groups
2 other activist groups – folks are starting to organically realize IO’s tools and processes
3. international – dave might like to be involved here

1. Reach out to Occupy project

email blast

IO draft letter jan 30.docx

send to possibilities

civi – announcement list

occupy directory – Gina

big list for directory contact sept 2012

CoC list [we need to make a decision about the CoC concept and list]

volunteer list –

put out as an update from the Planning hub to the newswire – goes to twitter, facebook

coordinated social media blast

twitter

facebook

cel.ly

phone banking

[teach-ins, videos-develop Whammy's idea]

timing – March 1 possible

send out email blast and then a shorter follow up – Maureen suggestion (+1-jackie)

Next Steps:
work on materials – flyers
david – nate

bottomlining phonebanking – reminding people that we are out here – non-occupy projects going on out there
Tracy -
Dave
Maureen notes that 50 ask – is too many

New Business

3. Int’l outreach
Dave – Tunisia – a lot of groups – some will be there, some at home – putting together workshops around communications – the idea of having communications live at the event
if we are trying to accomplish

woman from ny – ows – alluding to occupycomms
two workshop spots – would be perfect to
without a live – searching for the tools to use, both at the conference and as a resultant from it

Tracy – personally have no problem using either or – if it’s something

Dave – still limited knowledge about what the internet is going to like there in Tunis

Jackie – send Dave some of the int’l lists.

Dave – in touch with people in Barcelona; have fought the state, corps, set up collectives

Next Steps:

2-5-13
Attendees: Dave, Jackie, Nate, Maureen , Tracy
Apologies:

Check Ins:
Dave – spending time trying to get to speed; going through the site

Nate – philly – in the car coming from dc to phily in the car in the snow; was at the nat’l walmart workers campaign – was there as IO rep – they realized how their reach expanded online when they got hub

Maureen – surprised that there are now dramatically less emails for os;

Tracy – 1st back on in a while – hate to admit – pinpointed her involved…..

Nate – staying in Cuba – reach out to sandy survivors in cuba – occupy sandy
organic consumers assoc
Jackie – how are people allowed to go to cuba? not general tourists right?
Nate – general prof license to go over there
Report Backs:

Orientation Call – Nate, Larry

Task Requests, Digest – Jackie

Volunteer Correspondence – Jackie – would like to step away from this task
There is a volunteer email account, interoccupyvolunteers@gmail.com aka volunteer@interoccupy.net

Old Business
Continue conversation of direction, next steps for Outreach

Reach out to Occupy project

email blast

IO draft letter jan 30.docx

https://docs.google.com/viewer?a=v&pid=gmail&attid=0.1&thid=13c98647913d3bd6&mt=application/vnd.openxmlformats-officedocument.wordprocessingml.document&url=https://mail.google.com/mail/u/0/?ui%3D2%26ik%3Da32f914373%26view%3Datt%26th%3D13c98647913d3bd6%26attid%3D0.1%26disp%3Dsafe%26realattid%3Df_hco1sf800%26zw&sig=AHIEtbS1ZIcUn5_zx93OYa_AmemfE4DZCw

send to possibiities

civi – announcement list

occupy directory – Gina

big list for directory contact sept 2012

https://docs.google.com/spreadsheet/ccc?key=0Ah3I8WTDRzzpdFl0TFBBSkVmb1ZKeWFESG1rV0hnMWc#gid=0

CoC list [we need to make a decision about the CoC concept and list]

volunteer list –

put out as an update from the Planning hub to the newswire – goes to twitter, facebook

coordinated social media blast

twitter

facebook

cel.ly

phone banking

[teach-ins, videos-develop Whammy's idea]

timing – March 1 possible

dave – convo with lary –
- 3 tiered approach
1 outreach to occupy groups
2 other activist groups – folks are starting to organically realize IO’s tools and processes
3. international – dave might like to be involved here

nate – have to do – still haven’t done…

work on materials – flyers
david – nate
send the flyer – jackie

bottomlining phonebanking

reminding people that we are out here – non- occupy projects going on out there

phonebanking
Tracy -
dave
notes maureen – scheduling of the email blast
50 ask – is too many

send out email blast and then a shorter follow up

tammy – s17 list

jackie – committies of correspondences – served a purpose during occupations – groups of people accountable to each other and to their occupy

? – when phonebanking see who is having GAs

if io is already connected to these committees, but
broader more welcoming place for diff kinds of activist groups – resurrect it in philly to organize – call for local meetings – philly hasn’t had for a long time – way to connect locally, nat’ly int’lly

nate – came together with neighbors to organize a people’s revolution years before the muscats came out and the revolution

New Business

next bottom liner – jackie would like to step back in about a month – announced and asked others to think about
saying in occupy step back, step up; train, skillshare and move on

=======================================

Big events for 2013
Mayday – May 1
NatGat – Aug 21-25
s17 – Sept. 17 +/-
the AfGJ conference in Oct (28-31?)

this is more of a heads up for planning purposes

anything we can do now?

who will go to each of these to table?

other involvement

International Outreach
WSF – Tunis, Tunisia, March 26-31

Next Steps

IO PLANNING CALL RUNNING NOTES

Call Notes 2.21.13

Larry, Jackie, Maureen, Vivek, Dave, Chris, Cal

Larry: World Social Forum in Tunisia has changed, update on logistics if more folks here.

Dave: Formal development of three-tier stratus. Discussion. Understand scope of IO goals. Tier one for volunteer database, tier two strategy to reach out to other North American progressive organizations such as folks at climate change rally in DC, and longterm goal of international outreach such as World Social Forum. Find tools that can meet needs of organizations. Centralized place where all can interact is IO.

Larry: Good idea, and strategy planning is key. Where has part one gotten to, such as reaching out to Occupy?

Chris: Sounds like wonderful idea, so how do we get started?

Cal: Some concern about resource demands on us. Plans to reach out to international group?

Larry: Getting folks to write up a draft would be good.
Cal twinkles

Dave: How to get started: tier two and three are MASSIVE, such as all caps and bold, but identifying how big the process is would be to go through the planning process to measure it. Boosting volunteer resources is important for success. Will continue conversation offline with Cal.

Jackie: Status of part one, reach out to Occupy has moved along and draft is ready to go and will check out the Occupy directory. Dave is doing a great job with outreach.
Reaching out to progressive groups…central InterOcc question of are we just for Occupy? It’s an essential question. Would IO be InterOrganize?

Larry: Ratifying organizers co-op tomorrow. Phases one and two would become InterOrganize…how do folks feel about it? Work we do at InterOccupy with legal status, membership and accountability…we could take in and divy out money and take in proposals and get paid for it.

Dave: could resolve issue of reaching out using “Occupy” label to make it easier to deal with those groups.

Vivek: Are there any outside counsultants for this co-op stuff?

Larry: Poll: 5 2’s and 1 is a 4. A volunteer to draft up this strategy? Dave will write a draft.

Chris: Recommend another call for co-op call.

Larry: World Social Forum and strategy. Things have changed, but Dave brought up that he had a way to help a few of us to get there, and we have discussed on what it means…we’ve worked out our logistics of when to go and where to stay. We would like more input in regards to the presentation. IO could be represented at WSF. I have written out a presentation, but would like to have a conversation about it.

Dave: Trying to research the challenges of international conversations and talking to folks in Europe and at the forum. Hundreds of groups from all corners of the world will be at this event. Where we’re at, where we’re going. Pull it all together into something concrete. If int’l growth is a legit. Goal of growth of IO, this may be biggest stage.

Cal: Interested in going, is that a possibility?

Larry: Dave has offered buddy passes that his wife secures

Jackie: Program for WSF? Fundraising? What makes our offerings better?

Larry: Thought about it too, as far as what they can do…has an outline of what we’ve done, Sandy, hubs, etc., and looking forward to future…can we have a global platform? What we introduce? No one except IO has pointedly asked that question.

Vivek: In the dark about upcoming WSF. Has been to two, one in Africa and one in India. When we go there we have to talk, and meet their expectations and our expectations.

Chris: It’s one of our goals for NatGat this year is to have a global conversation. We’ve talked organizing times for countries to have a play date or something like that. Trying to
understand about how we’re trying to do this.

Jackie: Glad he mentioned NatGat, definatelys something that should be talked about at
WSF.

Larry: Bring first two points of agenda together. As Chris made point, we’re all sort of lost on how to do this, and there aren’t any answers right now. Chris, the fact that you’re working on making this happen shows that people want to make this happen. That’s what we want to do at the WSF. By getting points one and two of our strategy laser focused, it will make part three more feasible. Will put Tunisia outline on IO doc to share.

Chris: A fundamental step is to decide if this is going to be part of this co-op idea. Do we have anything figured out for this international part?

Larry: Experience from organizers co-op shows that it will not happen before WSF. The idea is getting ratified tomorrow. Having calls and getting folks together will not happen
Before Tunis.
Jackie twinkle

InterOccupy to InterOrganize transition will benefit from InterOccupy. If we start having this conversatino in Tunis and there’s energy around it. I doubt we’ll have a worldwide co-op. Worth talking about but folks will identify more with InterOccupy worldwide.

Dave: Common thread to all this. How co-op relates to international. There are translation and technology issue that’s going to cost money. To put the first capable global system online internationally is going to cost money. To truly resolve the issue because of real world challenges is going to cost money. Strategically planning them in a co-ordinated way NatGat and WSF is worth doing.
Chris twinkles

Cal: As far as costing a boatload of change, I’m not so sure…we haven’t even begun to tap into the resources that may or may not cost anything.
Jackie twinkles

Dave: There might be a partnership happening out there that might lower the bar ont that happening.

Chris: We are already networking with someone, May First, folks in Chicago, folks who are already halfway there with us.

Larry: We’re going to need to put all the individual ducks and make them one row. We’re building these bridges individually, and maybe do them all together. Part of the Tunis conversation can be global platform, it’s been individ. on NatGat and WSF. Cal and Dave should connect offline and find some sort of direction. There are a lot of pieces that just need to be put together.

Cal: Get one woman as part of this conversations?

Jackie: Part of continuing conversation

Larry: Thoughts on international expansion model, already kind of covered, or move on to…Update on Occupy outreach progress in process. Agenda done.

Call it early.

Jackie: Notice Lumio.org looks like a really interesting way to make decisions. Looks like a good tool.

Larry: IO is signed up for a beta of Lumio.

Call Notes 2.14.13………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………

Check ins – Cal facilitator

Jackie…glad to be here…going to climate rally in DC Sunday

Chris: working on forecloser action and One Billion Rising action. Going to DC also

Maureen taking notes but trouble w/posting

Jackrabbit: can’t go to climate rally, too much work

Cal: medical and moving, so rally and other stuff not on agenda

Gina: You all amaae me with all traveling able to do, would like update about DC

Dave: Looking forward to call

REPORT BACKS

Admin subgroup:

Jackie: Not much to report, Gina and Maureen train on inbox, and wrote to Michal about WordPress training.

Jackrabbit: I like idea of setting up trainings…talk more later
Chris twinkles

OUTREACH

Jackie: volunteer newsletter done and sent around today for review and editing….sending
Newsletter on Tuesday. Dave helping out with volunteer correspondence along with Tracy. Tuesday call was a review.

Jackrabbit: Asks about outreach connecting to other organizations

David: It’s a three-tiered approach …reaching out to occupies and other North American organizations that are outside of the Occupy and international outreach. For example,
spoke to people from global square via mumbel and one person in Canada and one in So. Africk…create a game plan to handle the approaches to reach out to groups outside of Occupy.

Gina: did you say outreach like a world unto itself? I didn’t understand your comment….what did you say about outreach?

Jackie: He said we should start outreaching to other organizations

Cal: the idea of outreach to other organizations hat are not necessaily Occupy

TA TRAINING AND STAFFING report back

None

FINANCE

Jackrabbit: Not a whole lot of movement right now. Will set up donation page for Interoccupy. If people have fundraising ideas that would be great. Need funds to maintain web server for example. Also speaking with Danielle from OWS and OS
about setting up an Occupy specific accout.

Vivek…is the account structure already established..?

Jackrabbit: 501c3 is fiscal sponsor…AfGJ

Vivek…they take a percentage for processing

COMMUNICATIONS

STRUCTURE AND SERVICES

Jackrabbi: Mmy understanding is that web tech is part of Structure and Services. Cal? It is part of it, yes?

Cal: we are in suspended animation with so many new members and we’ll review the wireframe from the long organizational call on Sunday.

Jackrabbit: Speaking with people who used to run the NYGA.net and Occupy.net people, and talking about moving forward with having those folks effectively become a part of InterOccupy….because there isn’t really a NYC GA at this point…
they are all folks that I
know and have been helping out InterOccupy all this time, and they sound serious about getting more involved with IO. On negative note, talking to Services folks about budget and maintaining service and being solid and professional.
I’ve been in conversations about that to let people know what’s going on about the web stuff.
Jackie twinkles

David: I was on a mumbe with Global Sq. folks from Barcelona, New York and communications in Tunisia , as start to interact with more international folks and offer services. Get stuck on issue of live global communications….anyway to bring these folks on a mumbe call?

I meant to put on agenda that since Structure and Services is sort of dead, maybe we should have web tech report backs. Always thought some of those folks were part of IO and will now be part of IO

Cal: Web tech was invited to join Structure and Services, but stopped showing up for calls after a couple of calls. Do we invite new folks into s and s, since it is the place to sort out web tech issues? International Occupy group exists, three or four different countries
meet once or twice a month, And were waiting for wireframe issue. It’s international communications networking.

OLD BIZ…
IO status discussion

Jackrabbit: glad people were on call, although there is a lot to still discuss and hope we can more of that kind of conversation.

Gina: is there a recording of that conversations?

Cal: all calls recorded….gordon can pull it off server. Do we invite folks from new hibrid tech team to come over to structure and Services?

Jackie: Someone needs to upload .mpgs but the location to then upload to is not available. Something should be figured out as far as a place to put these things

Jackrabbit: we are checking in w/ folks about files, need to have more coordination

Vivek: any minutes available on international meetings?

Jackie: Minutes from this Sunday are on links to this call.

Cal: international network communication? Minutes that are posted separately for every meeting. And can email link.

JR: To be clear, we have servers with files of recordings, just not available right now.

AGENDA ITEMS

Jackie: Report backs, first: went right through, with each subgrouip called out as most effective. Loves having our process in place. Makes it official again

Cal: This process makes certain that subgroups were always accountable to this group.

Jackrabbit: we never actually sat down together to lay out principals upon which we make our decision making, but it’s safe to say that accountability is one core principal with transparency that we agree are important.
Differnet subgroups are consistent with the values we have together as InterOccupy. Condition of being part of Thurs. call is being responsible for a report back to IO Thurs. calls. For example, last week I sent an email
from subgroup to make certain there was a report back. Maybe put this idea together as a formal proposal. Non binding temp check? People interested…accountability and transparency….

Cal: Clear about problem trying to solve or issue trying to address by this proposal?
Unless there’s serious problem, I question the value of it.

Jackrabbit: Not certain it’s a serious problem, but make certain that we’re consistant with value and principals and make folks feel that they are part of the group, We want to know what’s going on and being done.

Jackie: Wants to add that we don’t have a serious problem right now, but for quite a while there would not be report backs, but I like the idea that someone checks. At least we know that everyone is still in play rather than droppped off face of earth.

Cal: Ensure that we’re not missing something, and include those words in your proposal, that you said (in previous paragraph…to Jackrabbit)

Jackie: Everyone could get trained …but that’s not formalized…let’s discuss

David: Exact topic? Clarification?

Jackie: WordPress training, some have had and can post to site, but had talked about having everyone to do it. Offer training in WP to entire group, and help hubs by all of us knowing how to do everything.

David: Bbased on background as planner, I’m struggling with the organizational structure…training everyone to do everything is most inefficient method possible…esp. with volunteers, but people where they are most suited. I ams more
inclined to go other way… specializing in an area….being new, I’d like a basic couple of pages of how our systems works, it would be helpful in getting someone up to speed, or if new there’s a lot
to pick up like catching a moving train.

Jackrabbit: Totally appreciate what you’re saying, and have a much more formal approach to structure and process written out, but when someone will have time to devote to doing that is unknown. Idea of training everyone, spec. for WP is everyone have feeling
that if they have an event or piece of news that is important and significant they should be able to add a post that could be review by someone who’s responsible to approve for posting. Not that everyone is going to post whatever they want, but people will feel they
have more opportunity to engage, but the content is curated.

Vivek: Trainging is great, but get someone from outside and are we going to pay them to train?

Jackrabbit: That’s something on the table, and not sure if we even have….blind should not lead the blind.

Jackie: We don’t pay anyone, it’s all volunteer…mostly that everyone can post when they can, but only Jackrabbit does events and I do postings, but andrea is still posting even though she is on sebbattical.

David: where everyone has capacity to post…great idea…go to person for users…
could be one volunteer.

Maureen: Everyone has a sense of tasks, like a ship, so everyone knows what tasks are and are familiar with, especially for new volunteers to get a sense of the organizational structure.

Gina: There should be at least three people who know each task.

Jackrabbit: Proposal…put together…someone dedicated to making sure that folks were being fielded and taken care of in timely mannner, that they were appropriate…issue is to put tother wellformed proposal. Who should do that, should I?

Jackrabbit: Do like idea of training and how cool html and wordpress in are generally, but more specific for idea of funnel for everyone to submit posts

Jackie: would be happy to co-ordinate with Jackrabbit and have someone in eventually…with someone to start traing. Should everyone in IO train to know processes?

Temp check idea that all in IO train on WP, just so we all know?

Gina: Submissions to newswire where anyone can post but it is approved by curator?

Jackrabbit: Already anyone can submit to the newswire…concerned about not one person being in charge because people have many diff. things they’re doing…

Gina: If submit button is prominent on home page of wesite..that is an issue that … could be considered

Jackrabbit: That would be more obvious (bottom being moved)…would be a good idea that could be looked into for redisign of site…table it unless anyone feels strongly

Jackie: When can you train us all? Submit to newswire is on services on homepage and there’s a form to submit to newswire

Jackrabbit: Also on newswire page, and there’s a submit butt

Gina: We should not have to dig for something that is really important.

Jackie: Go ahead with Michael to train or should I cancel with him?

Jackrabbit: We should have a more formal role for events on newswire and someone who wants to take on that single role, that person can get trained. It’s awkward to ask Michael
since he doesn’t want to be involved right now

Chris: Would like to be on WP training

Jackie: If not michael, then who? We can table the issue for now

Vivek: Good, looking forward to training

Jackie: Glad all back together, Jackrabbit needs more people on finance

Chris: Good call and glad to hear everybody. Thanks for conversation and work

Cal: Please there were eight people on the call, and will talk to Vivek and Dave about internationl networking group….Dave about contacts he has already in place

Gina: As Carol Burnett used to say, “I’m so glad we had this time together.” (sings)

Dave: How to follow that? Good call…

IO Planning Call 2.7.13……………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………..

Nate, Jackie, Gina, Tracy, David, Maureen, Larry, Cal, Chris

CHECK IN:

Nate: In Philly, happy and excited to be back and involved in delegation going to Cuba. for two and a half weeks with ideas from OS outreach and IO tech.

Jackie: See if Mumble is used there a lot or what is used. Mumble is getting more use w/NatGat.

M: Notetaker

Gina: Hope all are having a good evening.

Dave Good evening, looking forward to meeting.

Chris: I’m just getting home now.

Larry: Arrives as call begins with report backs.

OUTREACH

Jackie: Outreach call, planning to take a three-tiered approach of unions, international and other Occupy groups via email, phone banks and volunteers. Dave will work on flyers.

Nate Flyers are an update update of NatGat and S17, so can just update those.

Larry: Didn’t make outreach call, but have been talking with Dave especially about the international stuff, brainstorm to see what’s possible…talked more about Tunisia, looks difficult to get to World Social Forum….looking forward to IO now w/ IO moving into the future.

Nate – Jackrabbit emailed, he’s not able to get on call. He will step into role of tech manager on web stuff, with it being more sustainable…networking it…prototype. Likes
Energy of team right now.

Chirs: Three participants on TA training and will make more TAs if needed. All want biweekly training, Mon. nights @ 8 pm EST. If there are 2-3 it’s about 30 – 40 min.

REPORT BACKS

Jackie: Agenda, old business to table as other meeting approaches IO, and NatGat being proj of IO to discuss.

Nate: We have quarum now wit six on the call, so we can make a decision on NatGat as part of IO.

Jackie: Discuss IO and who takes care of roles w/ Andrea and Michael leaving. Links to call not sent out yet, need to send note to Gordon.

Chris: NatGat summary, biggest part is working w/ WePay, Kickstarter and fiscal sponsors…an IO sponsored event instead of part of an Occupy Kalamazoo event. AFGJ has suggested IO be part of NatGat.

Jackie It would be more of fiscal sponsorshiop…we did last year’s NatGat w/out saying it’s our project….including the website, social media and support anyway.

Gina: What is the other NatGat?

Chris: AFGJ has consensu on a NatGat connecting to lots of different groups.

Nate: AFGJ NatGat before this event should be helpful.

Jackie: We can co-sponsor with AFGJ and getting word out to bases, but it’s more than that.

Chris: Bring in working groups, and both events should empower each other.

Jackie: The dates are Oct. 28 through Nov. 3

Larry: Not much to add, especially since fiscally sponsored by AFGJ anyway. Should we have a button on the website perhaps? If we decide to do this and co-sponsor AFGJ and NatGAT, wherever AFGJ banner appears there should also be a banner for NatGat

Tracy: (Joins call) Glad to join tonight

Nate: We’re discussing NatGat and whether we want to sponsor it and TDTW sponsor AFGJ

Gina: We will advertise and promote their event correct?

Nate: We’re helping to publicize and making some calls.

Jackie: Invites groups to shape and plan event on Feb. 27 for 2nd and upcoming planning meeting. One or two of us should be on the call if so.

Nate: Let’s take a poll to see if IO will endorse AFGJ NatGat event and endorse NatGat2 as well.

Unanimous vote on endorsing AFGJ NatGAt and endorsing NatGat2 as well (one stand aside).

Jackie: Next discussion about IO’s future. Files.ocupy.net and notes.occupy.net – there’s some trouble w/some notes lost…Gordon siad those files are gone and live on some other server, and wonder if IO notes are next. Should we move back to Google? Really worried about if they could be lost.

Nate: That’s disturbing, but back up the files,

Gina: Lost from Occupy.net site? Or not lost yet?

Chris: If this is a risk, ensure people using them have a backup.

Nate: Talk to Jackrabbit about this, Chris?

Gina: Does this includee Team Lab?

Jackie: Team Lab was a trial and then trial period expired, actually ten days ago and we tried to get a free version. Team lab info is now gone, but existd on other spreadhsheets.
Proposal to move over to Google? Table the issue one more week and see if there is a new tech people list then. We’ll come back to this issue next week.

Nate: Will you make the call to switch over if need be…particularly the notes agenda and documents?

NEW BUSINESS

Jackie: Court suport for Larry
twinkles Larry and Nate

Chris: When we have people going into court in Michigan…we have phone ability to have people calling DA so that they are not just one Occupy and we all stand together. Larry is one of the team, and we should make sure we’re doing Occupy solidarity forum

Larry: That means the world to me. It’s a jury trial, but jury by our peers wouldn’t find us guilty…Wells Fargo bankrupted our schools districts so I doubt we’ll be found guilty. Will share details and really do appreciate.

Jackrabbit’s notes: In response to the loss of some of our membership I’m going to be stepping into more of the role of tech manager for the web stuff. I’ve been in communication with the people working on the website and plan on working closely with them as well as doing some coding on the site myself.

I hope that Badger will be on the call to talk to people about some of what has been happening. If that is the case then the following will probably be redundant. The web team is currently recreating the site to make it more sustainable. It was cobbled together in a sense which made it a danger to itself and others and so we’re reworking it to integrate some of what we built for the OS website.

We’re going to work on putting together a prototype that will be kind of a skeleton site for people to look at and give feedback on shortly. We haven’t set a deadline for this yet and setting one is difficult since people are doing this in their spare time. I can tell you that I’m very excited about working with great people and that I like the energy that is coming from the web team right now.

FINANCE
There is nothing to report back on as far as financials go. Since the two other people who were doing the most work on that subgroup are stepping back, it would be great if other people would like to be involved in working on the finance committee with me.

WHERE ARE WE NOW CONVERSATION
I’m very anxious to start the conversation about IO and would hope we can agree to get that call started on Sunday.

Again, my apologies for not being able to make it tonight.

Gina: Jackrabbit can be analytical but not voicing frustration. He needs questions answered, and does not mean to be negative, but seeking.

Tracy: All the tasks, the wiki started in June in case of someone who usually does tasks can’t and someone else can pick up on it.

Chris: Looking at restart and tightening, good idea…making sure we’re on task…we have a lot of responsibility and have gotten a lot done…providing a lot of suport and structure for an sometimes unstructured orgnaization

Cal: Update to endorse NatGat and AFGJ

Nate: It should be an interesting conversation, there’s a lot to be proud of and looking forward to where going.

Jackie: Second volunteer newsletter is being constructed w/ tasks and we’ll send note to include Gordon.

Gina: AFGJ NatGat is focused on groups where NatGat2 focused on people…individuals vs. groups…we should have both, Chris is very much needed, need people’s support…how many on web?…..

Nate: Blast around social media on importance of the Wells Fargo 14…does anyone object to using IO support? Date 25 Feb. Code Pink shut down a congressional heearing today.

Jackie: Why not extend, we’re.now moving forward abd now leveraging Occupy Sandy goodwill.
Chris twinkles

Larry: The way the questions are worded in Jackrabbits notes tonight could be adjusted to the positive, He wants us to utilize our strenghts? Will call on Andrea and Michael if need something…ie. a type of classified section if something might work…call note summations or blog…polish what we do well in our transition phase.

Nate: Some web folks are on OWS tech ops

Larry: Get thses new people on these calls
Tracy twinkles

Gina: There’s maybe 4 or 5 only now on web

Nate…will go to NYC over weekend and talk w/, since.no one from NYC on call tonight, unusual. The evolution of IO w/awesome people all over country now

Gina…expand? In what way?

Chris: Calls on international level…what we could know draft

Nate…talk to dave…can build something like Maestro ourselves and include int’l #’s
W/ description of internationally trying to do all the facilitation….maybe if its not attached to the Occupy name

Larry: Respectfully disagree. Involvement in int’l stuff…folks love interacting with Occupy. Mumble is not smooth. We do facilitate and there’s Occupy movement recogntion that we’re good people.

Nate: The sense of the American empire is real…thinking of Occupy name…ipeople who participate internationally in getting people to work w/ these tools and sharing/spreading on local level

Cal: I have been on int’l calls…Michael. pitched idea of taking IO platform and getting Occupy staff and gifting to it as their platform…well received in Montreal, Mexico, Spain, Netherlands.

Status of that project is a new foundation for webiste, new wireframe and tomove internationl group clients to this new platform…want to not have it branded with Occupy…because it’s a trigger word for indigenous people…idea of “occupation” not in line connectiong people of world

Nate: Inter Organizing?

Dave: Trying to understancd scope and goals and how it ties in w/ Jackrabbits analytical questions and project management. What pieces are missing and working…branding piece…3 tier…reaching out to Occupy groups

Jackie: Why not expand and core group stays same? Thought we would have replaced ourselves w/ tasks and move onto bigger expassion than everyone doing little stuff? Get more people in to do basic work and it will expand organization

Chris: Future outreach, when people arrive w/ vision and help them i.d. where they’re going to have most interest, and always each keeps some mundane task al la Ghandi.

Gina: How are volunteers processed? Are they included in, drop away, what’s becoming of them?

Jackie: We need..improveent here, once Occupy Sandy happened, when volunteer outreach was put in place

Dave: The bigggest resource is its people…how to most effectually id pple who might fit…strugglin a bit to understand a bit….more proactive about getting them excited about it

Larry: Glad to hear what Dave said…will help write intro to follow. Virtual face to face is when?

Jackie: Trying to get all together. The call is Sunday at 4 –8 and we’ll hammer out who is doing what…another around new website upcoming

Chris: What needs to be put in place, and look at it all together

End…Cal must leave…Jackie reminds to get bottom liner for next week’s call

Call Notes 2.1.13
Gina, Tracy, Larry, Chris, Jackie, Vivek, Cal, Maureen, Jackrabbit

Gina – hey everybody – hope you’re all doing well. doing well on my end.

Tracy – hey – hello – i may be out of the loop – i may be moving to Oakland for a job shortly – will let you know soon

Larry – everyone this is Larry in Philly – new to these calls so people be patient. lol. been doing way too much lately. was on the outreach call the other day – will talk more later.

Tracy – if Oakland doesn’t work out, come to Philly, we have been talking about you and getting you out here.

Tracy – talking about a union job NNU, SEIU

Larry – can reach out to the union here if Oakland doesn’t work

Chris – just enjoying the wonderful Michigan weather we got today.

Jackie – hi everybody – glad to be here – sorry I missed last week – i was having a heart attack have had time to digest and am ready willing and able to go forward.

Vivek – have been doing all kinds of things – presidential inauguration in DC; went to NYC for a no label groups meeting, money out of politics and also with sandy – we have to wind up with the present place that the union let us have; attended a meeting in mexico 4 weeks ago and there talking about children and the number of deaths from starvation 42K a day. i am taking up the task. am connected to UNICEF, right now UNESCO – Vivek will be working with them. we need help there.

Cal – reading about UNESCO recently
Vivek – during Reagan’s time he disassociated from UNESCO but we are back

Maureen – thought call was at 6:30; will take notes

Cal – minor operation March 6th. found out about this time last week that I have to move from the place I am in the last 7 months by the end of Feb. no idea where I will be after that. sad and scared. not sure what will do. Happy to be on call and was on last night’s nat gat call.

==============
Outreach Reportback
Jackie – Thanks Maureen for attending every call, every outreach call, doing the sandy inbox, calling sandy locations, taking notes and soon to be helping in the IO inbox. I think IO 3.0 has begun. thanks Maureen!
we also have a new volunteer, David, who is anxious to help and has the bonus of flying for free (wife is a flight attendant) and he gets buddy passes as well that he’d be willing to share.
we had a bang up outreach call this week. talked about going forward – talking about trying to be more aggressive with outreach, trying to phonebank the vols as well as Occupys around the country. if I’ve missed anything, others please chime in.

Larry – IO tools – we have offered the tools in sandy and people have really used them; non-occupy folks are liking our processes. Seems to be role of IO because we are connecting with so many networks, enabling and empowering the movement.

being purposeful about getting our message out and expanding – rewrite mission statement

Cal – S&S – 1st call in months last week
Michael and redesign new platform – will have a wireframe for us in a week or so – will be offered to the international group and other

———————–
NatGat project
echo what Larry said – workload
how IO will be involved

take to the list so other people can weigh in
find out what our work load will be

Chris concurs
=============
IO status discussion

Jackrabbit (?) start considering core considerations – who we are what we are doing and
how we are moving forward – how we are operating especially what we are doing tech wise, Micheal’s job.

we have capacity, smart, resourceful
have spoken with Andrea personally – has offloaded a lot – she thinks that it will go forward

priority is the day to day in the sabbatical

people who have been speaking to them, please speak about where it is going
………………………

Chris: Next week’s bottom liner (n.b., technically that person doesn’t even have to be on call)

NEW BUSINESS

Jackie – To get everything in place, maybe we should have a digital hangout or other means, such as a face to face.

Cal – Planned last March to have face to face, and this would be a second attempt. Any thoughts? Jackrabbit felt it to be desired conversation, wait for him to shape up idea?

Chris – May want to wait for Jackrabbit to be part of the conversation as he’s very relevant to this conversation.

Jackie – How do you feel about holding off on this conversation? The idea was to hammer out where we’re going. Fine if we table that.

Cal – May need forum for a larger conversation, it depends on how Jackrabbit wants to frame it. Item on hold. Next, NatGat as project of IO…let’s hold off. Google Voice message?

Jackie – Who will step up? Message goes to Google Voice and comes to your email. Chris has been picking up for me, but does somebody want to do it, or I’ll send out an email. There’s only about one every three or four days now. I’m tired of also having that responsibility.

Cal – Audio translates into text – all are still about Sandy.

J – I’ve back off from Sandy Inbox responsibility. All one has to do is read it and can listen to call back.

Cal – Congrats for backing off Inbox…it was an avalance. These voicemails are from the public number. We could change the the outgoing message to “if calling about Occupy Sandy, call this number…” The volume of calls will probably drop to about two per month.

Jackie – Good idea. Anyone want to volunteer their email address? (Tracy and Maureen volunteer to take the calls citing Sandy Inbox experience).

Cal – Temp check on modifying the greeting to specify Occupy Sandy calls redirect? All vote…unanimous yes. It will reduce number of voice messages for Occupy Sandy.

Jackrabbit checks in

Cal – Next, Nat Gat. Chris?

Chris – Catching up, spoke with Jackrabbit about NatGat as a project of IO. There is another project in Kalamazoo and we considered putting them together, but had a meeting with legal reps. and they suggested to keep the two projects separate. It was suggested that NatGat be an IO project.

Jackrabbit – Can you say more about this and fill us in a little more?

Chris – We’re applying for a grant. First NatGat group says if there’s money from fundraising….keep NatGat spearate from the other project in Kalamazoo. AFGJ, IO fiscal sponsor, said o.k. if it’s kept separate from other project. How does everyone feel about NatGat being a project of IO?

Jackrabbit – Regional and national gatherings are part of the InterOcc mission. Is there a budget set up, Chris?

Chris – There are some grants set up, we’re figuring out bugget, and working group all at developing point right now.

Jackie – We helped a lot last year. If NatGat a project of IO make financial issues clear.

Vivek – We had an accountant for NatGat in Philly last year and money was lost. Seeking resolution to the situation.

Jackrabbit – Appreciates the topic, although seems far afield from current discussion at hand.
Clarify?

Cal – Vivek is topic related to last year or the upcoming year? That’s not the topic of the conversation we’re having now. We haven’t been able to respond to that isue, and not certain what to do.

Gina – Vivic, I’ll get in touch with you

Chris – Proposal for NatGat as IO project.

Jackrabbit – Only reservation is to clarify needs. Be clear that the separate project in Kalamazoo needs to be separate. 100% behind supporting this as it’s IO’s mission, but accountability and transparency are essential.

Chirs – ensuring that the two are explicitely different. Since there are money issues, transparency is critical.
Twinkles, Jackrabbit

Cal – Chris, should we take a temp. check?

Vivek – Like to settle issues, will close account so there is no trouble, sorry.

Cal – Gina will contact you. We’re discussing NatGat being part of IO

Chris – Vivic, I’m not clear on how things happened earlier. I will will make certain everything is clear and will call you independently to discuss how to resolve your issue.
Twinkles, Jackrabbit

Cal – Supportive, but needs to direct this conversation…

Larry – Quick summary on NatGat?

Cal – Explain objective of conversation…

Larry – Last year we were careful to ensure that NatGat was not a project of IO, however this year is a different situation…it’s about the tools in the same way as Occupy Sandy. It would put us in a better place to do outreach and network. Why not? Like it.

Cal- Solid advocacy from Larry, temp. check or formal vote?

Chris – o.k. if group good with it

Cal – Temp check in favor of this year’s NatGat being part of IO. 6 = 2’s and 3 = 4’s…no objections, concerns or dissentions.

Larry – While in support, it may be more prudent to give it more time and consider workload and responsibility concerns. Like Occupy Sandy, make certain to feel comfortable with that responsibility and that there are people willing to do it, then vote.

Jackrabbit – Concerns, important issues. What that works is. Chris and Cal may be most involved now, and would like to know more about it.

Cal – Rethinking, temp. check was best move. Also, bring to list serve so others will have a chance to weigh in. Occupy Sandy was wonderful and glorious, helping so many people, but it left IO too strapped to keep IO fires burning. Find out what workload for IO would be.
Twinkles, Chris

Cal – o.k. w/ temp. check, and getting other opinions, and find out about workload

Chris – Good idea and see where we’re at…put it out on list serve …clarify suggestions.

Cal – Behind scens w/ NatGat, Chris and other NatGat working group are mainstays…add providing IO support. Final topic tonight, IO status discussion

Jackrabbit – Clearly transitional period for IO. Core considerations…who are, what are doing logistically, how we’re operating, how to move forward, how succesful will be without Andrea and Badger. We’re smart, resourceful and capable. Courious about plan for moving forward. Andrea has offloaded responsibilites, but she wants to ensure that all is covered. Is this call the place to go into depth about transitional phase and sebbaticals of Andrea and Badger, and steps needed to move forward as a group? What does transition look like and share responsiblities of what backbone of IO looks like. It’s a lot to talk about.

Cal – First Agenda item – hold off on face to face, in same way this is a big conversation that may take an entire call

Larry – Soundd like Jackrabbit wantd to talk about transition

Jackrabbit – would like to prioritize on this call now. Also, large scope of this discussion, so should be planned.

Larry – How to get there – visioning, brainstorming vision and then strategy of how to accomplish

Cal – It could hold up call if stack begins on visioning…

Larry –suggest that current groups could decide what is important.

Jackie – Send email to admin people, Badger suggested tech ops list serve, also to have direct contact w/tech people… I have created a notepad of tasks needing to be covered.

Cal – Suggest spending remaining time figuring out how to have the conversation on NatGat

Gina – Concerned about continuing to operate with Andrea and Badger leaving

Jackrabbit – Agree with Jackie that there’s a lot going on with IO as far as tech, make it more transparent…I have web dev skills and want to be more involved, will talk w/Bader and bring tech ops more into IO

Cal – From S&S – tech ops has a new wireframe. Back to issue on how to proceed with conversation…

Gina – Take it all bases covered ….continue on how to have conversation…

Cal – Will continue conversation while Andrea and Badger still around

Jackrabbit – What IO is – transitioning? Admin tasks list Jackie put together, everything on list is working, Gordon is doing even more….consistancy, accountability and transparency necessary. People who are doing work must be part of communication and coordination.

Jackie – Concerned less about jobs Gordon is doing, more concerned with website system, especially WordPress postings and NewsWire concerns.
Twinkles, Chris

Tracy – I have WordPress training

Jackie – Suggests getting together, will creat a doodle to have a hangout and decide next steps to continue this conversation. There should be three people who can do every job, we need at least two to always carry things forward.
Twinkles, Jackrabbit/Chris

Chris – Figure out how to bring more people on, and come to consensu on how to hang out would be a good idea.

Cal – Suggestion for doodle and hang out…no objections. Move to close call

Jackrabbit – Talking about putting together a doodle for hang out to continue this conversation, issues, workload, who’s doing what…

Cal – no time on call left for announcements around movement and goings on

Gina – For next meeting, we could prepare by thinking of areas where we need assistance and then go ahead and address that area. Everyone think about what is needed and what’s missing.

Cal – Great suggestions. Jackie and Cal will work out a call time to converge, it’s too important. Badger has not given a date for leaving, so we he’s still around. Cal and Jackie will make call happen.

CLOSING

Vivek – Meeting went well. Will pick up with other concerns in future.

Cal – Gina and Chris stepped up to talk with Vivek and help with his concerns

Jackie – Good call

Chris – Serious call, we’re moving forward, and love you guys

Maureen – Impressed by how everyone works well together, when call notes are reviewed the cooperation becomes evident

Larry – believe in this group of people to do well. Stop and consider what IO has made possible. Confident of what can do in the future.

Jackrabbit – A serious call. Grateful for everyone. Andrea and Badger leaving shows a lot that needs to get done. Thank everyone for work.

Tracy – Great call. Sebbatical of A and B gives us a chance to show what we can do and not let anyone down

Gine – A productive discussion – everyone invested in success of IO, and excited about that

Cal – Fairly exhausting call to facilitate. It’s a good challenge and keeps from being bored! Looking forward to this conversation, as it really is needed. Thanks all.

1-29-13
Attendees: Jackie, Larry, Maureen, Gina, Nate, Matt, David
Apologies:

Check Ins:
Please welcome Dave Mosrie
Gina: been on sabbatical for a while she TA’s and planning and finance group – since she’s been back, has been on planning calls and wants to help more in Outreach.
Maureen – hi there – starting working on Sandy Inbox after orientation call with larry and nate, been on planning calls and Outreach.
Jackie – planning group, outreach, admin, Occupy Sandy inboxa lot of little jobs.
Larry – thanks Jackie
Nate – hi maureen, thanks glad you are in a group
Matt – working with OS, first time on an internal IO call; working in Manmouth, worked with occupy philly
Larry – Philly – OSNJ – a lot of the tech stuff which is really pertinent to the IO discussion; excited to be back on this call – been ..
so useful to the world to have IO
David – Asheville disconnected – he thought oh thank god there are people that think like I do; it seems to me that that’s what being in IO is. [connecting inward and outward]

Report Backs:
Orientation Call – Nate, Larry
Larry – has O call down to a science
history of io
what io is now
plug in in a way to do what people want to; people have been
responding pretty well

Task Requests, Digest – Jackie

Volunteer Correspondence – Jackie

Old Business
change time of call back to 12:30pm?
change call to every other week?
jackie – i am available any time; time doesn’t matter
gina – good with every other week
nate – not on this topic
larry – our role will be to actively give these tools to the movement; once we have that conversation it will be more clear when, how often we need to meet
gina – make sure we are clear on our objectives

larry – how long is call
jackie 1 hour

New Business
larry – framing the conversation
obviously andrea and michael are stepping back – that will leave the admin folks picking stuff up

in the new jersey group, it seems what our group has to offer, our
folks on the ground are doing really good work; for us in philly and
the background – having civi, having the calls – have been fabulous
- this framework that IO offers and the principles under which we operate need to be offered and not just available
identify what those things are and purposely go after them
solidarity delagations, delegations we can start laying the groundwork now
network pretty big – international getting big – purposely started to
communciate with IO written on our forehead – proud to that
the bone marrow of the new jersey group – doing in IO name –
have the abiibty to go to groups in the name of IO -
we can check in on these calls – keep the network moving

gina – i would like to see IO have more contact with each of the
“occupations” throughout the US

nate – international work that we could be doing – larry said a lot
already applied with Sandy in a way that was unexpected and took us all
by surprise – turned out to be useful – a lot of random people who
have never been involved in occupy
personally planning a trip to a latin american country where i plan
to do a lot of outreach – hopefully we can get our own version of
maestro for int’l calls
an oppty that came my way USCW Tammy – Walmart strike this
past year – help setting up an IO hub – Tammy knew I was
working with the union – they are having a strategy session in
washington next week – sent an email – want him to come and will
pay way and are interested in the tools
people he expects to meet at this event – all kinds of people
working on the event – just happened to fall into our laps
structure the way we do outreach and the way we offer these tools

jackie

gina – i could help some with that – i also work with occupations
directory

larry – i think if we start calling these places with stories, sandy –
this is what essentilaly interoccupy has come – we did a pretty
good job laying the tracks, i don’t know the status of your
occupation; whatever you are doing, know that this is around
respond about the unions and the afgj – reaching out just to the
movement
offering the tools in order for folks to do it themselves
questions themselves
should we be calling volunteers and tell them what we are doing
talk about the message

write an email about what we are talking about and send to the IO
subgroup so folks know the tone we are taking
instead of defensive, we take offensive

jackie – impressed, Nate, with the way non occpiers use our processes and tools in OSNJ
this is big. last year we (occupy) had bravado and thought everyone would have to come under our umbrella
and also others wouldn’t associate with the occupy name; now the unions, the afgj national gathering
are asking us to be around, to learn our processes
international interest, want to use our platform; they already have many separate grassroots assemblies
and are trying to coalesce and create a a global platform. perhaps we need to change our mission statement
from occupies, ga’s and wgs to include affinites, allies, movement wide language

david joined
larry – quick check in who you are – where your from – your
involvement in the movemnt

David: 42 yo father of 3, live in Ashville NC – interested in history and
politics -have been monitoring
green builder by trade – at an age culminating between a need to
set a postive example for them and my need to feel that i am
contributing in a positive way – looking forward to see how i can
participate

larry – filling in david – you joined IO at a good time – two of our
core members are stepping back – trying to find out our immediate
objective as far as our goals, ….
telling the story of IO how appllied to occupy sandy and the union
- our role in outreach is just being active – identifying them and
going forward

let’s return to the conversation

david – kind of one of those fortuitous coincidences – weren’t able
to go to tunisia – had the bug to travelling to eurpean like minded
organization – my wife is a flight attendant, so i have a stack of
buddy passes and i fly for free

i am going to brainstorm
ways to support each other
how often and when we should have these calls,

larry – come back next week to see where we are out

gina – have additional comments on the purpose of our Outreach
keep in contact with each of the occupations
provide a platform to communicate with each other
allow them to submit information to us
send a newswire if it comes out – for each occupy to know what
the other is doing; every individual gets a newswire

larry – maybe you could really your folks to you; send a letler to
the list

jackie – gina if you can write that up and put as a task we can send
to the volunteers

dave – can help gina out with that
agrees with jackie about validating larger movement involvement

larry – how do you feel, gina, about writing up an email
expanding internationally – valid comment – could be clarified and
made a little broader,
larry – jackie can you get with gina and david about sandy catching
them up

larry – if any one else

dave, welcome,

check outs
thanks larry! everybody

====================================================

Big events for 2013
Mayday – May 1
NatGat – Aug 21-25
s17 – Sept. 17 +/-
the AfGJ conference in Oct (28-31?)

this is more of a heads up for planning purposes
anything we can do now?
who will go to each of these to table?
other involvement

International Outreach
WSF – Tunis, Tunisia, March 26-31

call attendance expectations – propose at least once a month check in, written reportback for those tied up with big projects? [i.e.Sandy, NatGat, etc.] table

next bottom liner

1-22-2013
potentially beginning calls every other week starting 1-29-13
Attendees: None
Apologies:

Check Ins:

Old Business
volunteer digest

New Business

change time of call back to 12:30pm?

change call to every other week?

1-15-2013
Attendees: No Call
Apologies: Jackie

Check Ins:

Old Business
volunteer digest

New Business

change time of call back to 12:30pm?

change call to every other week?

1-8-2013
Attendees: Maureen, Jackie
Apologies:

Check Ins:

Old Business
volunteer digest – discuss, suggestions on format
newsletter vs. digest or something else.
proposal for Thursday night? send top half out to volunteers – yes

New Business
onboard wordpress posters

change time of call back to 12:30pm? – tabled – wait for others to be on the call.

1-1-2013 New Year’s Day
12-25 Christmas Day

12/27

Attendees: Jackrabbit, Maureen, Andrea, Cal, Chris, Jackie

Check Ins:
Maureen
Jackrabbit
Andfrea – hi feeling better after being ill
Chris – got to start diving into NJ civi/crm,figuring
Jackie
Cal – down day today, after well for months

Report Backs:
Admin

Outreach
We have sent out a request to IO Vols for help with OSNJ phonebanking – no results yet.
Continue to work on how to bring in volunteers; volunteer correspondence;
Would like to send out another request – will deal with in agenda item.
Maureen helping with Sandy Inbox
Considering changing call time.
TA Traning and Staffing

Finance
Jackrabbit – Finance finance subcommitee – talking about wepay now that we have fiscal sponsorship;when holidays are over; have all info from elane afg from afgj ; mention that Chris, if you are moving forward on natgat consider an agenda item next week; suggest io funds to support that
Comms

Structure and Services
Cal- haven’t met since August; Michael put out a call for lastweek,and only

Call Status
Sched Cancelled Held Particip Avg Max Min

Newsletter Status

Website Status

Old Business

New Business
Cal – fiscal cliff seems unavoidable – on jan 4 10-15mil ppl will lose income; analagous to Sandy, there may be a lot of need – discussion, take a temp check
Jackrabbit –
Andrea – I have no idea how occupy can assist int hat situation outside of calling attention to it; at the same time, I can think of each person in a locality can bring attention to it; outside of PR power that we have

12/20

Attendees: Jack, Brandi, Maureen, Jackrabbit, Tracy

Check Ins: Discussion about OS, frustrations with accountability, relationships, solidarity and community building. strategy and goals.

Report Backs:
Admin

Outreach – Ready to send out email to vols for helping with OSNJ phonebanking; also getting ready to have vols check all locations on website. Wondering about Strucserv decision on having (new/different)soc media folks post events, actions on IO wordpress, save as draft – core members publish.

TA Traning and Staffing

Finance

Comms

Structure and Services

Call Status
Sched Cancelled Held Particip Avg Max Min

Newsletter Status

Website Status

Old Business

New Business

InterOccupy Outreach Subgroup
Agenda & Notes

1-8-2013
Attendees:
Apologies:

Check Ins:

Old Business

New Business
onboard wordpress posters

change time of call back to 12:30pm?

1-1-2013 New Year’s Day
12-25 Christmas Day

12-18
Attendees: Maureen, Tracy, Jackie
Apologies:

Check Ins:

Old Business
Volunteer onboarding, distribution process (continuing-see New business)
Digest

New Business
Getting IO volunteers hooked up with OSNJ phonebanking
contact: Sara Baicich , 301 335 3785
I will be sending you an email Mondays with instructions on how to call people who volunteered the previous Saturday. This is to check in, ask how the experience went, thank them for the help, and encourage continued volunteering.
I will send an email Wednesday morning with instructions how to call out to bring in more volunteers for the following Saturday with a list of phone numbers, what locations are accepting volunteers, and how to register them easily by phone or online.

how to proceed
email http://notes.occupy.net/p/InterOcc_Task_Volunteer_Email_Template
send email from civi
(digest)

game plan sent to Sara12/18 – idea works for her; Maureen, Tracy agree
We will send out a letter to volunteers to see who has interest in doing phonebanking from home for OSNJ;
Assume we would put them in contact with you? and you will provide a script and instructions, times needed, etc.?
As Volunteer Coordinator for IO I would follow up that they are indeed involved and helping, or reach out if not, follow up with you.

wordpress posters

change time of call back to 12:30pm?

12-11
Attendees: Jack, Maureen, Jackie,
Apologies: Tracy

Check Ins:

Report Backs:
Orientation Call – Nate

Task Requests, Digest – Jackie
still have a starter digest in place, need go ahead on admin tasks – training

Volunteer Correspondence – Jackie
have not contacted new Volunteers [beyond the initial automatic email] since 11/11 call
have been in constant contact with Sandy Inbox volunteers; now have a list inboxworkers@lists.occupy.net
have been in regular contact with Iwanka, Matthew R about FEMA call – do not know however what is being done with that info Sandy wide -docs have been widely shared by IK

Old Business
Volunteer onboarding, distribution process

Phone Banking System – http://notes.occupy.net/p/IO_Outreach_Phone_Banking_System
Nate’s suggestion from 10/16
Nate – Suggestion – outreach phone banking from list about calls and IO – weekly virtual phonebank – 5 or ten volunteers; adapt s17 form for general IO.
Just IO, IO as a medium for Occupy; diff script every few weeks. movement and IO – what kind of calls – what’s going on in the hubs – guide ppl to where organizing is happening; find out what’s happening; how can we help you
Tammy – create an Outreach Hub;

New Business

Volunteers
- need to bring to larger group again
possibly help Nate/Larry in NJ through phonebanking?
reach out to nate and larry to tempcheck – jackie
Digest – process started by tammy; jackie picked up some, can get one out as soon as group oks

12/4 – No Call

11-27
Attendees: Jackie, Maureen
Apologies: Jackrabbit

Check Ins:

Report Backs:
Orientation Call – Nate

Task Requests, Digest – Jackie

Volunteer Correspondence – Jackie

Old Business
Volunteer onboarding, distribution process

Phone Banking System – http://notes.occupy.net/p/IO_Outreach_Phone_Banking_System
Nate’s idea pre-Sandy

New Business

11-20
Attendees: Jackie, Cal, Tracy, Maureen, Andrea
Apologies:

Check Ins:

It was suggested this call be used for an IO check-in. Many couldn’t make it. We mostly had casual conversation. Maureen is signed up to the Sandy Inbox.

There was concern voiced for who’s taking care of regular IO business while we’re all concentrating on Sandy – agenda item for lrager call?

Report Backs:
Orientation Call – Nate

Task Requests, Digest – Tammy

Volunteer Correspondence – Jackie

Old Business
Volunteer onboarding, distribution process

Phone Banking System – http://notes.occupy.net/p/IO_Outreach_Phone_Banking_System

New Business

send Maureen info re: Sandy Inbox

11-13

11-6

10/30
Attendees: Nate, Maureen, Tracy, Jackie
Apologies:

Check Ins:
Welcome Maureen!
Tech difficulties – Maureen hung in there for many minutes until Nate saved the day. Jackie could hear group; group couldn’t hear me. Nate facilitated.
Nate weathered storm ok in Philly; Maureen has no electric in RI – calling from a car; Tracy getting winds and some rain in TH; Jackie hears but no one can hear her.

Report Backs:
Orientation Call – Nate
no one new

Task Requests, Digest – Tammy

Volunteer Correspondence – Jackie
Caught up on correspondence with form volunteers who have replied to Welcome email; one has a lot of computer experience and Michael will call him this week (plan before hurricane)

Old Business
Volunteer onboarding, distribution process
no one new on submission form since 10/24; started 9/25 (60+ in 3 weeks)

proposal: volunteer task: join a list, read the emails, give a short weekly report back (paragraph)
separate task: attend calls, write update, post to hub, (report back here, by email?)

Phone Banking System – http://notes.occupy.net/p/IO_Outreach_Phone_Banking_System
Call people/organizations to let them know what is happening all around Occupy as demonstrated by calls happening on IO.

New Business
feedback from anniv call
io feedback on call; notes: http://interoccupy.net/interocc/ MINUTES FROM IO’S 1ST YEAR ANNIVERSARY CALL
someone could categorize, summarize these

involvement with new groups formed from anniversary call; impt for IO to stay involved, aware of needs, offer ways to connect.

connectivity example:
saw link in Squares email list by Jasper (Netherlands) to global voices article occupy-movement-rallies-for-debt-strike-worldwide;
read it; posted within 2 hrs (time it took to gather and verify links, download/upload pictures, copy/paste/write shortened version, wordpress steps to post to site)
post to facebook (copy/paste new link, copy/paste/write shorter version, upload pic, post to 10-20 groups)
post to twitter; retweet interocc tweet
(should have posted back to squares group)
squares group begins to talk about it two days later, Mark (London) republished in PAN, I posted our link, Mifikus is “showing this to the Citizen Debt Audit campaign to see if they want to collaborate also with the USA.”.
same day our tweet is retweeted a few times.

strike debt? they are a hub – Rolling Jubilee action coming up Nov. 15

nate – revisit call – talked about having every two weeks
jackie – should we revisit time also

10/23 ANY NOTES AVAILABLE?
Attendees:
Apologies:

Check Ins:

Report Backs:

Orientation Call – Nate

Task Requests, Digest – Tammy

Volunteer Correspondence – Jackie

Old Business
bottom liner – Jackie would like to step down from Call BL-ing mid-Nov-ish.

Volunteer onboarding, distribution process
Phone Banking System – http://notes.occupy.net/p/IO_Outreach_Phone_Banking_System
Call people/organizations to let them know what is happening all around Occupy as demonstrated by calls happening on IO.

anything else not covered in Report backs

New Business

bottom liner – Jackie would like to define Outreach bottom lining responsiblities – http://notes.occupy.net/p/IO_OUTREACH_BOTTOMLINING
Ways of improving number of participants on the orientation.

12/13

Attendees: Jackie, Jackrabbit, Andrea, Cal, Maureen, Brandi, Michael, Tracy, Chris

Check Ins:
Brandi – hi good to hear everybody – turned in final paper
Jackie – hi glad the whirlwind of Sandy is lessening, glad we are all here
Andrea – back in the states, getting over a two week cold, happy to hear everybody’s voice
jack notes froze
maureen
cal – good to her everyone’s voices
Michael – glad to be here

Report Backs:
Admin

Outreach

TA Traning and Staffing

Finance
Jackrabbit – fiscal sponsorship approved by AfGJ – can start to fundraise; time to put out a call for people to manage the money, budgeting
Brandi – great idea to have a separate call

Comms

Structure and Services

Call Status
Sched Cancelled Held Particip Avg Max Min
12 2 10 95 9.5 18 3

Newsletter Status

Website Status

Old Business

PM – put in parking lot

Intermovement – moving along, biweekly Sunday calls at 4 PM ET – want to take the IO framework and give to them; group now seriously thinking about doing that, needs a demo of the site
Michael – can do, not this week,
Brandi – could we have a video done of the demo so that is ready to have if others need
Cal – it might be tricky, we might end up with a lot of pauses – might involve a lot of editing; don’t know if we’d get as much utility out of it for this situation
Micahel – do a demo separately not nec for that call
Jack – what do you mean offering it up to the int’l group
Michael – offered the platform to them, not using the name occupy, not sure where we are at, Dana thinks we should take more time; porbably offer to them to create their own, showing what we do
Cal – a lot of pieces of stuff around — they were particularly impresed with how that worked so well with Sandy

Volunteers – status – Jackie – Call? Digest? use request form or email?

Jackie – filled in – 93 new vols since 11/11; thinks we should use process developed in Outreach – member tasform>> spreadsheet..send out a digest
Cal –

Brandi – been seeing tweets saying wow IO has been here a while; didn’t know about this resource – so generating more info/exposure
orientation calls – update? cancelled?
Andrea – way to go with the the volunteers: send them an email have not forgotten you; reach out to larry, nate, gordon, i’ll ask dana, tech ops for tasks; start anew
Jack – broken links not an issue; at least ones gordon referred to are not a problem – checked in wordpress admin
Jackie – 1. about the tasks spreadsheet, andrew mallis, 2. offering vols to larry, nate for nj phonebanking – in IO purview?
Andrea – definitely in our purview, anything from (our hubs?) OS, OSNJ

Cal – who will be next week’s bottom liner – Jackrabbit

New Business

Fiscal sponsorship
Jack – we have fiscal sponsorship – went through the board and they are going to send the materials, something to sign
AfGJ actually want to use us for a nat’l gathering they are having next year
can raise money as a 501c3
can write of over $250
foundation grants

agreement, process,
they have donate page they can list us on
we can make it look as tho that is our website, have it on our website

have our own colelctions – send to them

weekly, end of month they send account statement
tell how much we want and they send – to acct or by check

offer group health ins if we are paying ppl
if they process our payroll – soemthing to think about – paying ourselves

they offer besides liablity ins that convers conferences or indoor evetns, because of afgj relationship to ows can’t do outdoor events

if we find ppl who want to donate to us, if more than $250 or more, we need their info. less, we don’t need info
can get receipts

we need to send to them is quarterly reports

this is what we spent money on – keep receipts

Cal: didn’t understand the difference between indoor or outdoor
Jack – liablilty ins through AfGJ

Andrea: bank account and what’s gonna happen with that
have to reconcile the $ from NatGat, money we got from the phone screening

Jack – talked about opening up a joint account for IO

Jackie – button on site?

Michael – came to consensus that we would put the donate button on – the basic difference bet afgj and wepay
find out tech process for afgj and go through that first

Removing people from lists
Cal – occupystrategy group that migrated over, one person wanted to be removed; Andrea usually does – she was gone; Gordon did not think we should remove, but make inactive, doesn’t want to ban – what is policy?
Andrea – can take ppl off the lists – unsubscribe and can be re-subscribed
Cal – gordon said unless the io group said that, he wouldn’t take them off
vote: aye

Concern for IO mainentance
activities that are not sandy cal –
brandi and cal have been helping with visioning and strategy (3 subgroups), a new hub came out of that
lately the int’l group has gotten going

until the last couple of weeks, it felt that io had been largely neglected

USSF Report Back – Chris
jackie – ussf – david cobb came on one call, scheduled for the next, sandy happened, we cancelled him; Chris wants to bring him back on and also ussf wants to partner with us for 2013 national gathering
cal – meeting in next few days about int’l list, would like to be there to hear him
andrea – have him come in on next week

———————————–
temp check on weekly calls – yes
bet xmas and new years – ?
leave tentative and if urgent, have a call
———————————

michael – chris is here – give him chance to speak to this
cal – have david come on a call –

chris – would like to wait until in jan to give david a chance and others a chance to be on the call
no objections
———————————–
Gordon’s item – forms not reliable, asks everyone to submit in email besides forms
andrea is going to recreate the forms in google forms for now until we figure out what the problem with the gravity forms are.
andrea – doesn’t want to use google either, temporary situation until we find out what is wrong with the gravity forms
cal – there has to be other forms that fit on wordpress
andrea – months of talking, to do with plug-ins, etc. comes down to google in the meantime.

chris – what happened with reminders today?
andrea – gordon mentioned maestro – will follow up with him and see what happened

chris – there were a couple of calls today wher people had access to the maestro board and couldn’t get in
andrea – can you email gordon with those – if the issue is the conductor link, he can reset and give them a new one

j – had 5 ppl the monday before
chris – 2 were going to facilitate and some sandy folks
andrea – can you shoot me an email and let me know
cal – figure out who is who
andrea – ask them if you are going to be a TA and email

————————
jackie – mentions notepad disconnected several times – taking notes on pc notepad to transfer; should we get in touch with occupy.net
brandy – been taking some notes minimally on a ….can add
andrea – is worth mentioning to them; meanwhile use titan pad
cal – has been using titan pads and has trouble
——————————————–
check outs:
chris: what’s up guys – sorry i’m late – working on natgat thing, trying to get that done; awesome we had eithg people on

maureen – it was good listening to you and hearing all the things you do – very well organzied
andrea – good to be back on a call – past 3-4 weeks have been great and a little crazy, sorry to disappeared family not seen in 12 years; managed to get a draft in on my show i write for -0 commend you for holding down the fort
tracy – hey – great to hear everyone again and happy the thurs. to chris, saw proporsal about 2013 natgat and am on
jackie
brandi – good to hear everybody – happy with the call tonight – sent jackie and jack
cal – tried my best to power through this call to get down to 1 1/2 hour call

notes from Brandi from when pad froze:
501c3 (fiscal sponsorship: Alliance for Global Justice)

Alliance for Global Justice has a board, our proposal was approved through board process. official forms, jack and andrea working on it, primarily. use for natgat and other conferences around the country?

funding pages. donation page, collet money goes to InterOccupy through AGL.

group insurances available with salaried positions. another discussion. payroll services included.

benefits:
donations and grants
liability insurance (indoor events)
use of their online software and accounting services.
weekly/monthly info statement sent to IO.

Needs:
a finance meeting, development of engaged finance team.
fund-raising, grant writing
bookkeeping, receipts,
quarterly statement sent re: spending from IO.

project management discussion, issues, not a lot of buy in yet. “Team Lab”. more work being done, more discussion to have.

volunteers;
93 since 11/11
first couple of weeks of Sandy has a different list already handled….
tasks volunteers mostly. core group for IO vols. go through IO orientation call (currently handled by Nate and Larry). Has all the new on-boarded vols been through IO orientation? Is help needed? Maureen hanging out in the background and learning and helping. new IO team member.

vols in waiting will get a letter of short notice. not being ignored, but regrouping after a busy time.

Jackie has been handling vols. and has specific info. to think through how to plug people into right jobs for everyone benefit. needs some help and direction from team.

“all sorts of problems- links and calls- is that being handed? who needs what and are they getting the support they need to get it done? can they articulate jobs for volunteers in waiting for

12/6

Attendees: Tracy, Nate, Jackie – 15 min call

Report Backs:
Admin

Outreach

TA Traning and Staffing

Finance

Comms

Structure and Services

Call Status
Sched Cancelled Held Particip Avg Max Min

Newsletter Status

Website Status

Old Business

New Business
USSF Report Back – Chris

concern for IO mainentance

11/29 – no call

11/26

Attendees: Gordon, Jackrabbit, Chris, Jackie, Tracy, Cal, Brandi

Report Backs:
Admin
Jackie posting more announcements and updates from the wordpress; Gordon doing call scheduling – also lovely new graphics and link for statuses — no more space hogging boxes (maybe not available this week – he started it before Sandy)

Outreach
We have about 80-90 new volunteers since our last onboarding and call on 11/11. Necessary to have another call? Perhaps just a Digest out to all?
Continuing to man the Occupy Sandy Inbox with a team of about 15 email readers.

TA Traning and Staffing
Cal – there’s been no new people, even from the folks who signed up on the 11/11 call – he emailed them the day of. [Jackie emailed all 150 or so volunteers the digest that included the TA Trraining info]

Finance

Comms
Twitter – Amy has a team of tweeters and has been getting the word around that way.
Facebook – Tracy and a few others are montoring facebook; answering questions, sending info back to the OS Inbox, to SRC and to us.

Structure and Services

Call Status
Sched Cancelled Held Particip Avg Max Min

Newsletter Status

Website Status

Old Business
Volunteer Status – Jackie
How to continue to get the word out about our volunteer needs; I made a digest a week ago, got a few more Inbox helpers, not sure if Amy got more tweeters. Need to have other groups, like web folks let me know what their needs are, when they are ready to train, etc.
Chris and I are coordinating the volunteers, keeping track of who is onboarded, but we need direction as to needs and how we want to communicate that among us. Use the Volunteer request form Tammy got going before Sandy took over? email? You can look at the forms – the links are on the agenda.
I’m thinking I take what’s on the requests spreadsheet already and incorporate that into the next digest – should be sent out soon – within a couple/few days. Thoughts?

New Business
USSF Report Back – Chris

concern for IO mainentance

work flow – wordpress – events, announcements, hub updates, creating hubs – perhaps a huddle with Gordon, Jackrabbit, Jackie, Michael to determine work flow and how we train folks – even we who do it don’t know what the others do
Jackrabbit will go thru the broken links and report back Thurs.
Gordon: some forms don’t work all the time – need to back up with email (request a call, request a hub)

11/22 – Thanksgiving

11/15
we had a volunteer call on 11/11 – 20+ signed on to different jobs [post what later-js]
Report Backs:
Admin

Outreach

TA Traning and Staffing

Finance

Comms

Structure and Services

Call Status
Sched Cancelled Held Particip Avg Max Min

Newsletter Status

Website Status

11/8
– no call; Occupy Sandy effort totally absorbing IO team time
– Team had a big call Wed. 11/7 to decide on what to do with volunteers;

11/1/25
Attendees: Chris, Jackie, David Cobb – low attendance due to Occupy Sandy relief efforts in NYC; tech difficulites (Jackie); David will reschedule for Nov. 15. Call cancelled.
Facilitator:
Notetaker:
Apologies:

Check Ins:

Report Backs:
Admin

Outreach

TA Traning and Staffing

Finance

Comms

Structure and Services

Call Status
Sched Cancelled Held Particip Avg Max Min

Newsletter Status

Website Status

Old Business

Feedback and Mediation Update
Project Management
Inter-movement call
Volunteers – status
One Yr. Anniv. Call
Caller Feedback

New Business

David Cobb on call
about USSF

Check Outs:

10/25/12
Attendees: Cal, Chris, Tammy, Jackie, Tracy, (Gina)
Facilitator: Cal
Notetaker:
Apologies:

Check Ins:
No quorum, had casual check-ins with each other; decided to forgo Report Backs until larger groups – no new or pressing announcements

Report Backs:
Admin

Outreach

TA Traning and Staffing

Finance

Comms

Structure and Services

Call Status
Sched Cancelled Held Particip Avg Max Min

Newsletter Status

Website Status

Old Business
a. Feedback and Mediation Update – tabled
b. Project Management
c. Inter-movement call
d Volunteers – status
Jackie – Did we have a digest thisweek?
Tammy – will get a digest out next week; requests starting to come into form.
e. U.S. Social Forum

New Business

a. One Year Anniversary Call Feedback
preliminary conv. – review notes and have further conv next week

tammy – nice geographic spread – (Jackie: 50 callers)
interesting to hear the strengths and challenges
projects that were cool
exciting and challenge – got some..

hunger for direction

older folks calling in to find out what was going on

how to get the word out

cool to get all the postive feedback

tracy – trouble with browser – spread msg on facebook
had the feel of a monday night call

chris – not on for long – got a lot of the checkins – had feeling of monday night calls – reach out from io facebook – io event for the call – invite friends – utilize the social media
wondering about for volunteers

cal – largest call since monday nights – largest he fac.
diversity of geog areas

could have improved – 20/20 hindsight inviting the check-in questions – maybe change question

tammy – respond – not that big of a deal hearing folks – would have wanted to hear more about actions

cal – numbers dwindling

jackie – was there neg comments?

tammy – dyck – a lot of the hubs are not really active – hubs not serving the purpose they should – use volunteers

cal – sense of ppl who had been on mon nights calls – ppl jazzed – a festive, grateful, pleased – feeling of conenction that happened

cal – steve – ranted on about caustic stuff; mark taylor canfield sat thru;

tammy – (valid) on some underlying issues – feel good or not challenging the power

cal – fist couple of health and support calls – some of the GAs have a space just to soap box – energy

tammy – one year call – pulled in a lot of ppl – even in nyc, ppl came out for the anniv – can’t repeat those 40 person calls that often – thought: we could have had someone like hedges or taibbi

tammy – could think of io sponsoring more calls – as IO – don’t think strategy is going to go; think of having well known people speak – affinity groups

cal – remembered one tech error – in the middle of the check outs – posted the link to the movement health and support call – realized i had posted the wrong promo link

Check Outs

InterOccupy 1 year call.
Tammy is Facilitator
Nate tells history of IO. IO started after a phone call of 100 people from different occupy groups. Michael Badger organized that call Thursday through Occupy.net.
A small group came together to help facilitate the next one and that is how IO started.

Roll Call. People give their name, Occupy, 1 strength, 1 challenge.
Brandy, Fort Collins
Mitch, Raleigh, about 10 core organizers and 60-80 at the anniversary.
Carolyn is from Alaska, no occupy group but likes the calls to stay connected.
Dennis is from Northern New Jersey.
Tasha and James, Asheville, 10-15 person core, Mitt Romney action.
Scott Childress, Boston, Occupy Radio
Oliver, Vancouver BC, good work on environmental issues and fighting big oil.
Joan, LA, they are doing well, have gotten past a lot of the infighting and are doing actions with other organizations.
Jackie, Buffalo.
Michael Beull, North SanDiego County, a lot of solidarity.
Susan, Sue, OWS, Strike Debt, organizing great projects, great activists, trouble with structure.
Fred Wood, Northern VA, Occupy DC, 50-60 for the 1 year anniversary, interoccupy vision group.
JTO, dropped.
Steve Muner, Illinois, Naperville, once/week on Saturday mornings they have a march on the bank, numbers are dwindeling.
Amy, Washington Heights, NYC, new folks are still showing up, the NYPD are still a problem and identifying projects to win.
Aria, work on vision.
Steve Catrell, Philly, National Gathering
Michel Hendlen, Tucson, Solidarity Network, they have an office, phones, but lack of focus.
Karun, Western Australia, Global Noise, Via 22 monthly call.
Sean Lukia
Dinga, Occupy Directory went live in February, 1500 occupies listed, 15 added/ week, graphic published in Guardian, they are in Spanishvictory.occupy.net.
Sean, OWS, easy to get attention, burnout is a problem as well as court cases dragging them down.
Masa, Baton Rouge, burnout is also an issue.
Dean Edwards, Occupy Oregon, media group, connecting all of Oregon.
Larry, Philly, when we fight we win.
Kelly, OWS, Occupy the Highway, groups are still touring the country, there are long distance marches and the guitarmy.
Bruce, Olympia and AFGJ.org, had our 1 year anniversary/ protest of the Afghanistan War, 600 people, localizationNOToccupation.org, AFGJ want to serve the OWS movement.
Rochelle, Shelly, not enough women in power, we need to organize around this.
Annie Lindstrum, Florida, has traveled through the livestream, went to S17, talkupy.net.
Ebocka, Philly, loves the calendar, there isn’t enough part time occupy folks and it isn’t easy to plug them in.
John, Philly, Occupy Vacant Lots is doing real well.
Sarah, Massachusetts, getting the votes out, Citizens United.
Tracy,
Dori, really appreciates the Friends allowing the use of their space.
Steve, Oakland, no solutions, Oakland turning people off.
Mark Taylor Canfield, weekly press meetings on Thursdays, writes for Huff Post, Seattle is doing foreclosure resistance, a collaborative media group and working on resisting the NW Grand Jury.
Chris, Kalamazoo, traveling from a DNR mineral rights auction protest in Lansing, 8 arrests and 35-40 kicked out.
Jack Rabbit, OWS, thanks everyone.
Nate, Philly, community, vacant lots and the jail support work is all good, lack of diversity is an issue.
The IO facilitator for this section was part of Oakland, referred to it as rogue, renegade, young, impoverished, and facing an oppressive situation, diversity is it’s strength, mentioned the Occupy This photo exhibit and that they never say die.
Tracy, TerraHaught, IN, IO, outreach, admin, Chicago, Indianapolis now mostly, no weaknesses.
Gary, Boston, works on technical things.
Tammy, OWS, IO, strike debt, 13 different GA, Occupy DOE.

Interoccupy Update:
To join the conference calls are every other Tuesday at 9PM,Nate provided the email, calls are happening regularly, 17 people yesterday for the N6, now they have hubs, listserves, wikis and can connect social media to the events, their newsletter for announcements goes out once per week with 1,500 readers.

What are some positives for IO?
Amy, there is a facebook/ social media team that is forming.
Annie, the Trevon Martin call was her intro and it was really good.
Turon, Australia, really thinks IO is doing fabulous and appreciates the international work so far.
Tammy says that there is work on a global platform for communication and they use mumble for some calls.
Dennis,
Gary, there needs to be a national strategy dialogue group, need grand strategy.
Bruce, appreciated IO for OSSF2012.org, thought NatGat success was the work of IO, the S17 hub seemed busy.
Mark, occupy media groups were great.
Steve Catrell, suggests making a hub to work through lack of strategy concern.
Sue, Occupy Student Debt, Strike Debt, National Debt Resisters Movement, and international work is helped through IO.
Cal, commented on the strategy comment, saying visioning comes first.
Steve, Oakland devolved to being too radical and aggressive or being glorified social workers.
Dick, educational part was valuable as well as learning about creating affinity.
Rochelle, response to getting out the vote is that she is part of the 90-130 million that are not going to vote, there needs a critical mass and that 51% of gov should be women.
Scott Childress,

What are areas that IO could improve?
Carolyn, demonstrating values is what is good.
Kelly,
Annie, community building, affinity group stuff,
Brandy, Fort Collins wrote resolutions to end Citizen’s United and it passed.
Mark, expanding platforms, mumble, video conferences in other countries, support social media, DIY platforms.
Steve Cattrel, mumble, occupy is being mentioned in non-occupy media, people look up to occupy, need world platform
Dick, no visioning, hub or something else, problem finding activities and actions, need to be aware of internet security.
Amy, affinity groups need to increase and be taught and need to bridge gap with other groups.
Bruce, work on mass mobilization, coalition building, long term struggle, AFGJ wants to host another conference with a wide range of people, an Occupy Global Justice conference.
Jackie, visioning, Spanish update, interoccupy vision hub.
Steve, OWS spent too much trying to provide direct services.
Bianca, media hub, reach out, work with Occupy Cafe
Tammy, doing more outreach by phone and e-mail.
Fred,
Aria, spring actions need to start planning now, like Tax Day and Earth Day.
Barry, international scope, history of the movement goes back to Spain.

What should future calls be about?
International Calls
Strategy
Annie, Community and Affinity
Mark, press briefing on Thursdays and Grand jury.
Dick, systemic change call
Karun, international events
Bruce, Occupy Global Justice conference call.

Check outs!

10/16
Attendees: Jackie, Nate, Tracy, Tammy
Apologies: Jackrabbit

Check Ins:
Nate – Philly – Walmart action; security offcers organizing; anniv, facebook
Tracy – occupy chicago facebook page, occupy indianapolis; call requests; podcasts with eric of ows – also helping with ows 18 mo. anniv.
Jackie – boy u guys r busy – i thought I was. learning teamlab; will get on civi tonight; wedding over, back to regular schedule
Tammy, later – just got out of work

Old Business
bottom liner
- should we have rotation – how long? Jackie has done 11-12 weeks – will be bottom lining Organizing the Volunteers and Task Distribution on teamlab – may get time consuming
maybe 2-4 month? [Nate and Tracy agree 3-4 month sounds good]
- process for this. volunteer? have a set rotation? etc.
should we divide bottom lining into call and teamlab
Tammy – agreed last week to use the google doc, send digest on Wed., Jackie send emails to volunteers – won’t really use teamlab
Jackie – even if we don’t do the process on teamlab, teamlab is where all our docs, projects will live, and so the process has to get documented there anyway

Volunteer onboarding, distribution process
from Tammy’s email 10-9:
Volunteer sign up process
1. Volunteers sign up on form
2. IO Outreach gets notified
3. Jackie responds to each incoming volunteer to build relationship with the volunteers

IO volunteer request
1. IO team members will fill out google form which directs all information to a spreadsheet (this is the only form that goes directly to spreadsheets, which is why we will use google). This form will live on teamlab under the volunteer management project.
2. Outreach team member (tammy for now) will send digest e-mail once weekly to all volunteers with all the tasks that need filling
3. Each task will list the e-mail of the IO team member who will train the volunteer on the task and volunteers will e-mail them directly
4. IO team members will indicate on the google form that the task has been filled and we will have a standing Thurs night agenda item to review volunteer tasks

Volunteer form question
1. Who is requesting the task?
2. What e-mail do you want volunteers to contact you at?
3. What is the task? Please include a short description
4. How many hours a week should it take? Will it be ongoing or is there an end date for the task?
5. Are there specific skills needed to fulfill this task?
6. Do you have a teamlab link for the task?

what needs to be done:

google form link – direct to spreadsheet? https://docs.google.com/spreadsheet/viewform?fromEmail=true&formkey=dE5DblFXbzdlU2hzSUJjYmtRTk82eHc6MQ
teamlab spreadsheet from civi? – maybe copy/paste over

Jackie respond to volunteers
IO members request tasks
create first digest – when? Wed., 10/17

Thursday night Report Back
Volunteer Status Report Back
Volunteer Submissions
tasks Requested
tasks Sent out
tasks Fulfilled
tasks Completed
Milestone: each Thursday
who will do

Nate – Suggestion – outreach phone banking from list about calls and IO – weekly virtual phonebank – 5 or ten volunteers; adapt s17 form for general IO.
Just IO, IO as a medium for Occupy; diff script every few weeks. movement and IO – what kind of calls – what’s going on in the hubs – guide ppl to where organizing is happening; find out what’s happening; how can we help you
Tammy – create an Outreach Hub;

Orientation Call – Nate – have people been connected to Andrea; add to running email list; Jackie will monitor;

what kind of volunteers – small tasks – require access

Thurs. night call
security vs. need for tasks;
One Year Anniv

what has been done:
Volunteer Request Form Questions

https://interoccupy.teamlab.com/products/files/doceditor.aspx?fileID=2066889

IO Volunteer Request Form Process

https://interoccupy.teamlab.com/products/projects/tasks.aspx?prjID=329992&id=1956814

Volunteer Form Submissions – Onboarding Process

https://interoccupy.teamlab.com/products/projects/tasks.aspx?prjID=329992&id=1951335

One year anniv call – 10/24, 9 PM ET

Tammy – write an email to s17 callers;
Announcement to go on newswire after Agenda firmed – “We are having a call and the focus will be…”

10/9 — no notes
10/2— Agenda tabled until 10/9

10-18-12
Attendees: Jackie, Andrea, Tracy, Cal, Chris, Brandi, Tammy
Facilitator: Cal
Notetaker: Jackie
Apologies:

Check Ins:
Tammy – part time job this week
Andrea – workshop this weekend for veteran’s so kind of unavailable; trip in a few weeks
Tracy – here
Chris – hanging out. what’s up
Jackie – Wedding over, fall upon us; been learning teamlab, setting up projects – and found out from the newlyweds, who’ve lived tog for 5 yrs, I’m gonna be a grandma!
Cal – just got back from 3 weeks on the east coast; long 12 hr trip home yesterday; settling in;
Brandi – trying to graduate in Dec., thinking I’m not, if I don’t I can go into the Spring, working on a grant idea; see projects, etc. happening on IO; equality resource development center, grad school work, and local occupy stuff – dad and sister moved in, that’s new. Today, october2011.org newsletter – interesting news from Oakland (apology tour); thought with multiple requests about the anniv call, I thought I would get on the call; will be here for the anniv.

Cal – who will facilitate? Cal will.

Report Backs:
Admin
Andrea – update is gordon is doing call requests and events; Jackrabbit doing calendar ; Jackie diligently setting up teamlab and;

Outreach
Tammy – we have volunteer issues to deal with; tried to send out digest, but had no requests; looking for a bottom-liner for the outreach call; using volunteers to make outreach calls, having volunteers sign up for phone banking like for s17 – have some of them also identify common projects; sent email to Dana to figure out tech stuff; have to get off call in an hour – would like to discuss volunteers and one year call.

TA Traning and Staffing
Cal – nothing new to report
Chris – nothing
Cal – one question, who now assigns TAs for calls – Gordon thought the trainers; Andrea’s been doing since she’s done call requests
Chris – this might be an excellent opportunity for one of our volunteers – could empower a a volunteer – put it to them
Jackie – yes this came up when assigning teamlab project manager for TAs, assigned Cal – so question is the Trainers and the managers of TAs different, belongs in call schedulers purview
Cal – understanding that after Steve left, Andrea did as the person who handled call requests;
Tammy – like the idea of giving to the volunteers, but wouldn’t that be an extra step, to email a volunteer to email a TA
Cal – Tracy just joined the call and may be interested in this conversation
Andrea – Gordon should be doing, one problem with volunteers is emails from someone you don’t recognize; fine if a volunteer wants to do or if Gordon would prefer, shouldn’t be the trainers or call requesters
Cal – came from conversation with Gordon—–;
Andrea – if it solves the problem, I will be responsible for calls; if he doesn’t want to; need to be on TA list to send an email
Cal – not sure that Gordon doesn’t want to do it;
Tammy – same thing – sense is that it wasn’t that he didn’t want to – should clear up the confusion, if not give it to a volunteer; who will communicate with Gordon?
Andrea – I have always been the person who found calls, Steve never did it; will email Gordon
Cal – letter from TA group aren’t you guys the head of the TA team
Jackie – wonder if new volunteer could handle it; maybe someone from the TA pool could take up; maybe someone like Iwanka who is around a lot as a TA
Cal – proposal?
Tammy – check in with Gordon, clarify if he does not want to or doesn’t know if he’s supposed to, who will check in with him
Cal – clarifying ques – does Tracy do this, too?
Andrea – is emailing him now to find out about confusion; explaining what Steve used to do, not request TAs for calls
Cal – ques still stands, also Tracy?
Tracy – i’m back and I could rotate with Gordon; as far as TAs are concerned – from what I understood new callers have 2 calls; mentions Iwanka as a possible TA handler

Finance
dormant

Comms

Structure and Services
Cal – quasi-dormant stage

Call Status
Sched Cancelled Held Particip Avg Max Min
8 2 6 45 7.5 15 2

Newletter
13% Open rate (.12900)

Website Status
Hits Unique Hits Bounce Rate
628 568 65%

Andrea reads Call, newsletter and Web Stats
Tammy – call attendance going down; web attendance going up; newsletter great at more than 10%
Cal – doesn’t like the reading of numbers, could we have a graph? bounces – what does that mean?
Andrea – Badger can explain; graph on dashboard toolbar exactly what we want; calls going down, but there is less activity with actions going on – my perception, maybe an explanation
Cal – ability to see that?
Andrea – login to IO/net a thing called — IO add a new page, icon, glass icon – will bring you to a new page; also show a list by dates of – what websites bring ppl over – facebook
Cal – can you send out – I don’t know how to get on the dashboard
Chris – for calls, promote calls, get media calls promoted for twitter savvy and fb savvy
Andrea – we as a team and now we have all these volunteers – we could do more to try to pull in ppl we know that are working on stuff to submit newswire items, have a hub, etc. makes sense to try and pull ppl in
Tracy – personally, when I’m on fb and see an event for an action, i always send a response for the website, submit to the newswire

Old Business

b. Feedback and Mediation Update – tabled
c. A call-in code for having impromptu calls – Cal 9/13 – completed 10/11

Cal – old business tabled; Tammy would like to discuss volunteers and 1 yr. anniv call first – has to get off call.

New Business

f. Volunteers first – Tammy -put together the google form to request volunteer tasks; it directly populates a spreadshseet; was going to send a digest email yesterday to volunteers; directly connect to the person who filled out the form – we might want to spend some time collectively brainstorming; specifically interested in Admin tasks, a little reluctant to give ppl access to the civi, but many of us overloaded, so would be great if we can lessen that
Cal – Brandi is on call
Andrea – filling out tasks now; if ppl want to do tasks that require access, they should go through orientation;
Jackie – has anybody checked in with web ppl about their needs; many volunteers have civi, programming experience
Andrea – will email web folks
Tammy – awesome idea Jackie, didn’t think about that; wanted to have a conversation, we’ve been talking about volunteers for weeks; for ppl doing things that are overwhelmed, what can we give up and take the work off our shoulders and free us up so we can think about new and ongoing things for IO
Chris – gonna say been giving thought to – for TA training, get one more person for this; mumble calls, been looking into that; talk about making more training for the hub tech; look at how we might be able to advance our volunteers empower to make own decisions; offer the volunteers a forum to suggest how they can help – opportunites that they have, energy as well
Cal – dr – because Chris’ schedule might be topsy turvy, and I have restrictions on 3 Mondays, if we did get another trainer that’d be good
Jackie – I know Michael set up a group for volunteers on teamlab – should have a group where they can know each other and discuss
Andrea – know that Michael is still liking an idea of having the volunteers being Hub custodians; help whoever requests those hubs; already started putting in tasks in the volunteer form; has given a lot of stuff away; am putting stuff in now;
Tammy – suggest move on to one yr anniv call; a good start and thinking about it

e. One Yr Anniv call – apologize about picking a time, we needed to to get in newsletter in time – Wed., 10/24 @ 9PM ET; sent out to s17 list, if everyone could – send out over facebook and twitter; talk about on this call the Agenda and also facilitating — hash out here
Cal –
Tammy – agenda and facilitation
agenda – how much about IO and how much about the movement in the rest of the country; I think less about IO and more about what is going on in the country
Cal – more ppl leaning towards being about the folks on the call, than about IO; clarify that everyone didn’t have to be named, but those who could be named (refers to email convo)
Jackie – was envisioning something more promotional, getting new people on call; maybe should have been two calls, one promotion, celebration, one business of the movement; for me the last Monday night call – I loved hearing how the IO folks came to IO, experiences; I think Tammy’s latest agenda is close, can live with it.
Cal – liking the idea of separating the promotion of IO and the ppl in the movement for current
Brandi – idea re: both worlds, reason being, not just the small group who works on IO, many people somehow has some feelings about it – what we could do – a space to write in, or locally how they connected to IO
Tammy – don’t think it should be two separate calls; think I would feel good if we did one call – first part check ins, strengths and weaknesse—–provide the time for feedback from participants; breakouts, talk about it and come back; check outs what kind of conversations for the future
Cal – oppty, not so much an outreach oppty, maybe it is, who have ppl who come back for the one yr become aware of what we have accomplished, have new
Chris – agree with what Tammy and Brandi said – wondered too about ppl writing in about experiences – dig the convo
Jackie – website component, writing
Tammy – has to go soon, agenda seems like it is ok by everyone, if Brandi wants to set up for getting people writing…. need to pick a faciliatator
Chris — would love to facilitate if he is a free man
Cal – can’t be on the call
Brandi – I can help; would be happy to start the conversation
Tammy – dr – Chris and I co-facilitate; facilitated the first call
Jackie – invite every person who’s ever had anything to do with IO
Tammy – get ahold of Andrea for that
Cal – we can probably send to the whole annoucement list that Andrea can send to

Cal – we don’t have quorum anymore but can discuss rest of agenda

Old
e.Budget – Jackie – Reminder is all
(Jackrabbit asked us all to get subgroup budgets in two months ago)
Tammy – JR says to take that off
Cal – Jackie – this has been on a while
Jackie – put on as a courtesy to Jackrabbit, who was asking for Budgets two months ago; can remove

New
a.1 IO folks projects – Jackie – Should we have a section in Report Backs where we can be informed/supportive of IO Folks’ projects? e.g. Chris, Nate
Jackie – explains orginal idea, linked to Occupy Kalamazoo, ask Chris for report back; later Nate has Election Day project – seems we should hear from them, be supportive, know how influences IO business.
Cal – sounds like this would be better on email discussion; individual ppl are passionate about but are not IO business
Chris on stack, Andrea just came back
Chris – where it might be relevant, the very encampment that we are talking about; s17 some arrested; to a point that it could effect something we are doing, I think it should be something the group is aware of; impt in that context
Cal – proceed with a little caution
Jackie – could be handled in just report backs; discuss on list
Cal – maybe go to discussions until the need arises again and revisit

b. Project Management
Cal – how many are following along in the project forum in teamlab; anything else we need to discuss
Tracy – has been away, so hasn’t been on teamlab; had problems getting going
Jackie – use the teamlab
Cal – email hasn’t really showed; resisting it – not us doing it, just personally. on intermovement call, someone said they are working on a way for forums to echo the emails

g. U.S. Social Forum JackRabbit 10/11, have a draft agenda, and want to run by planning group, ask to brain storm any thought’s, concerns, input so everyone’s views are recognized and understood by time of event
Chris 10/18 added https://docs.google.com/document/d/1PWAdvVTLs7tlgOa713UDTZIjEPO45DIWii6w_yMsqHs/edit

Chris – put up a link, David Cobb rough draft of the agenda; just wants to make people aware of it; to digest
Cal – last week had a lively discussion – mixed reactions, listen to call and read notes to check in; do we need to keep this item?
Chris – just putting out
Jackie – bl – will email Jackrabbit and see if we should keep it on
Cal – hey, like that idea of emailing the person to find out if agenda item stays

Cal – who will bottom line next week
Jackie bottom liner

Check Outs:
Cal – feel like I raced for the first hour; boom boom boom primarily so that Tammy would get to her items; not my usual style, apologize for that
Tracy – great to be back look forward to working with everyone
Jackie – ditto Tracy, great to be back, great to be working on all this, hope IO has a great second year
Chris – getting ready for a hectic week next week
Brandi – great to hear all you guys again
Cal – if his meeting that was scheduled for tonight happens, he may not be on the call; reminder Jackie, bottom liner does not have to facilitate, but to announce call, get on early, etc.

10-11-12
Attendees: Summer, Cal, Whammy, Tammy, Andrea, LATE:, Vivec, Jack Rabbit, Gina,
Facilitator: Whammy
Notetaker: Summer
Apologies: Jackie

Check Ins:

Report Backs:
Admin
Andrea – Gorden now in charge of all calls. He’s handling it well.

Outreach
Tammy – we are figuring out what to do with our volunteers… issues with potential cops being on the call, how do we handle tasks that involve giving out passwords and opening up our contacts. Suggests we add this as a new agenda item
Summer – Agreed to add as agenda item, pretty big topic and important regarding safety/confidentiality and potential cops.
Whammy – Any other Q’s for outreach?
none.

TA Traning and Staffing
Cal -2 showed up on Tuesday’s Orientation Call one didn’t know what occupy was. life coach? from Beijing. googled maestro training and found us. wondering if we should allow non occupiers to learn maestro?
andrea says no rule,
summer agrees says if too many questions perhaps say we don’t have the time.
tammy says cool to train people might help maestro
Whammy good PR move, nice to help, good karma, encourages us to do so.
Cal was trying to press 4, wasn’t working, has audio but no keys. didn’t hear what andrea and tammy were saying. heard Whammy say we should be cool with training.
Cal wanted to know rule, and was going with the idea that some parts are occupy specific.
DR from Tammy… okay to train them. be clear that this is a training specifically for occupy, but are welcome to stay.

Finance
Andrea said she and jack rabbit are getting fiscal sponsorships ready, almost done.

Comms
Andrea herself and Aimee met on Monday came up w/ short term plan of action, divided up some tasks, mostly about importing data from occupy Facebook and twitter accounts and will have more to report next week.

Structure and Services
Cal no call this or last week. on email where we ask if things need to be discussed, no questions, one said they would show up. Michael will not be available and since he brings up most topics we’re just gonna check in each week and have a call when we need to. Might just handle it on this call.
Cal needing more people in outreach, no tasks
Andrea knows Badger had new ideas to the affect of assigning one person to each of our hubs for upkeep. might still happen, not sure. too early to make a decision either way.
Tammy DR talked about it on outreach call. felt like we really needed to take the tasks off of the shoulders of those who are doing way too much – thinking about expanding into other areas. wants to focus on what we can offload that we are already doing. Twinkles.
Andrea – reiterating concerned about anyone have too much access to passwords or contact info. wants access to website or other tasks, has to go through the orientation call.

Vivic from Philly just got on the call. apology for being late. 7 on the call.

Call Status
Cal gordon has taken over this… filled in the grid today. not sure about the comments there… there was something gordon was investigating about that. might be two people involved. maestro didn’t show that two people were there who were. Occupy Colleges didn’t show up.
Gordon filled in the web stats. 534 hits 13
Tammy s17 follow up call that Iwonka did not show up to
Whammy – can’t speak for missing call. wasn’t occupy michigan call but fixing fossil fuels. both tried to get on the call to participate but no one was able to get on that call that night. not sure if iwanka could not get on the call but was not able.
Cal DR piece of information was 99.59% success rate of delivery

Sched Cancelled Held Particip Avg Max Min

Old Business
a Hub Issues/ Update / Business – tabled
a.1 Transitioning to new IO Tools on Hub and Beyond – tabled
a.2 Web Update / Stats / Business on agenda
b. Feedback and Mediation Update – tabled
c. A call-in code for having impromptu calls – Cal 9/13

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Cal Background:

Occasionally the need arises to have a call that simply can’t make it through the normal scheduling process.

Example: 3 or 4 days before S17, the NG-Vision group needed to have a call (that I was facilitating) to finalize what was going to be printed and handed out. Because of people’s work schedules the group wasn’t able to converge on a call time until it was too late to reach admin to set up the call. (Andrea had been clear by when this needed to happen.)

We ended up using someone’s regular conference service, but the call was a mess, chaotic and slow-going, given that people were talking over each other (despite my implementing a stack without using the keypad keys) and we did a lot of voting on wording changes. The call took twice as long as it would have if we’d been on a Maestro call. This would have been easy if we had a code that we could use for this sort of situation.

Proposal:

Admin provides one “reservationless” code, available only to IO members. Because all the participants on the call would dial in using the same code, we don’t want a code being reused much. The code could change, say, weekly, to reduce the possibility of abuse. (Also, this method necessitates the facilitator or TA to change each participant’s phone number to a name on the conductor interface, so it’s a bit of pain and also slows down getting to the content of the call by up to a few minutes.)

Such a call can only be provided by a member of IO. In general, we should not let people outside of IO know that this is available.

This should be used very sparingly, generally for already established groups or calls that just have a scheduling jam. It is not provided to allow groups to be slacking about meeting the lead time requirements for call requests. Doing this with a new group or a new call is beyond the scope and intention of this. It should be as if admin simply took an existing call setup and gave it a new call time, except that admin wouldn’t actually have to do anything for the specific call.

Since Maestro-generated confirmations or reminders wouldn’t go out, the IO person managing the call is responsible for notifying the participants about the call and the call-in info.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

andrea – sorry, i missed it
Cal – sorry, i missed it
JackRabbit – apologies but on principle would really like to avoid voting on things that are presented on the same day. Cal sent this out two hours ago… even though he came on the call late and we are going to talk about policies being put in place for the entire organization… we should have more time to discuss this.
Cal has discussed this on the call weeks ago. it’s not new… just the words are but proposal is the same.
JR still thinks it’s not a good idea speaking on principle as a process for voting that he thinks it’s inappropriate to have a written proposal ratified on the same day it is written. this will allow others who have not made it on the call to be able to participate in something that will be ratified by IO as official IO policy. Being presented 2 hours before the call, his feeling is to not move forward with this.
Tammy… we voted on the call if we are happy to talk about it and we said we were happy… but we can vote on this later.
Cal, wondering if JR is blocking us from voting on this today. agrees that others should have say who are not on this call. and stated this before we began conversation.
JR does not believe in blocks. is not blocking. feels this to be a flaw and does consider it to be improper. cause it doesn’t take into account others not being able to be on the call. suggests we table this until next week.
Cal – block is not the correct word, but if there is a strong objection, then PLEASE FILL IN MISSED IT.
Summer – can we wait until next week as long as everyone could be happy with that. unless this will prevent an emergency call to take place. as this will affect my vote
Andrea – we have the ability to have emergency calls in place.

VOTE
Cal’s proposal passed.

e.Budget – Jackie – Reminder is all
(Jackrabbit asked us all to get subgroup budgets in two months ago)

New Business

BOTTOM LINER – Summer
Cal – reminding Summer to be a cheerleader to get people on the call for next week.

International call…
Cal calling it intermovement call andrea, tammy, and cal were on the call… not a big report early stages, will have another tomorrow and another next week. after this call we will know more. we did vote to have a new domain… other then occupy esk type of name. but will use the tools of occupy. will be some impact on IO… will it be on structures and service… perhaps because of tech and moving to another call.
Summer – suggested that each specific country with different speaking languages set up their website/hub where those who speak the same lanugage take care of things amongst themselves so communications can flow as they need to… but perhaps at the top of their webpage or hub they can report back important things that need sharing or are being asked for on a global level to translate into as many languages as they can
Tammy each language has it’s own hub… can structure it the way we have minutes read their own language, updates will be translated… specific languages just for hub, in newsletter = translation. people really liked interoccupies tools and will be modeling what we have to offer.
Wammy asking for what the goal of international IO is about.
Cal purpose is to connect up other movement… connecting spain… quebec, wire this up… in the same way we connect the national occupies… however we have not had a purpose conversation in the group tomorrow and have another chat about this a little later. getting clear on what our purpose is, will be a topic I will be bringing up.
call is 6:30 tomorrow EST. will echo what I said about coming on the call to vote but only if you will be participating long term in this process.
Andrea – basically there is a grouped called 22 wants to do actions every mont, came up when globalnoise came up who also wants to have events every month. feeling the international community needs to do a better job at promoting, europe has been amazing but they need to be better about it. asia, africa, south america – feeling a need to know what IS going on around the world… that’s where it’s coming from. as to what were’ going to do… echoing cal, we don’t know what it will look like, andrea feels it will start up from the ground up. is there an attraction for that or? we didn’t’ decide on a call for next week, we just talked about having two calls specific to each hemisphere to make sure the most amount of people world-wide can be involved.
Tammy what is the purpose? andrea covered it.
Cal – put the link to the call notes in participant dashboard and also put links to the notes for the international call.
JR – wants to speak to the idea of inclusion about missing areas of the world – less represented persons, bring up a discussion with david cob about US social forum world social forum to represent those types of people who tend to be out of touch
Cal DR to Jack – shimmering on the call were how to bring in other nations that are not necessarily as connected.
Tammy when talking to david cob, what is their relationship to connecting the world’s movement – he said probably not much.
andrea – trying to get in touch w/ people in asia and africa some of these people cant or they risk going to jail.
Summer – met a girl from china who was amazed about the amount of freedom we have to speak against our government that if people did that in china, a bag would be put over their head, they’d be tossed in a trunk and never seen again. Do we need to consider karma attached to this by letting others user our tools??

Project Management
teamLab
Cal – perhaps table cause badger is not here.
no resistance from group to table.

JR DR didn’t get a chance to put on agenda but would like to suggest we have a brief discussion about the US Social Forum.

Notes

One Year Anniversary Call?
Tammy
Summer YES! perhaps we can share our passion about the movement, about interoccupy’s tools and how it empowered each of us as well as the movement
Wammy – on thing comes to mind… bring back the monday night call… thinks it would be an awesome way to do it… do it on a tuesday, thinks it’ll be an amazing idea but won’t be able to attend it.
Tammy… it’s a wednesday night… but not opposed to doing it on monday since we did it for 5 months every monday. thinks it should be less about interoccupy… more of a check in about the movement… a little bit about the tools… more about occupy and where it stands.
Cal – does a monthly movement call… has a trace of this monday night get together existing … if someone needs help they get on the call and ask for it. We can have it on monday or we
Whammy – completely out of bias… would love it on a monday… has trial on oct 23… might be last chance to be on it.
Cal DR we have calls scheduled at 8 and 830 monday tuesday 4 calls are set up. volunteer orientation call and fossil fuel call. pretty open… would like to do it late.. 6 or 7 eastern. can be on for an hour if at 7.
Summer wants to have a day specific to whammy… for support, appreciation.
Andrea – like to talk about how to support Whammy as well. would like to move on and not talk anymore about scheduling a one year call.
Tammy doesn’t want to talk about it anymore either… but an announcement should go out in the next newsletter. happy to work with agenda piece.
Andrea – agrees we can vote right now on call and figure out what day and what agenda.
Cal take a vote mon verse wed, no time set yet.
JR some people on the call want to bottom line this. what agenda is, time, is, those people should self identify and then they can figure out when to
Summer – let’s vote!

Gina came on

most agreed to have a call, one stand aside.
Tammy knows others want to be part of this and thinks rather then self identifying themselves we can just do a doodle poll.

Vote to Announce this on newsletter and will figure this out through the all IO planning
Vote = unanimus yes

JR if volunteer issues really important we’ll talk about it but the WSF is time sensitive meeting on Oct 9th-11th

Cal going to go ahead with the scheduling 1 year anniversary conversation and has to go.
Cal left the call.

Gina check in… has been on the call for last 35 minutes did hear what we were saying…

No disagreement to move USSF ahead of volunteer

JR spoke to david cob… extended an offer to occupy in general but particularly for IO to come be a part of the planning committee in detroit nov 9th to 11th. US Social forum is extensions of the World Social Forum. was held in atlanta, detroit, and focuses on low income people. not as flexible as occupy is. they want to include occupy in their planning… get us involved in their planning… david cob put a request out regarding his experience in s17, to be involved in this planning… only people who came back was tammy and JR. looking to connect and coordinate across the movement… in person meetings – being able to organize in world social forum would be great learning experience for IO, make great suggestions… send someone to be an IO Liaison to be part of the planning committee. might be in chicago 9th to 11th. only have 175 travel stipend. don’t know if we still have money in our kitty. that is long and short of it.
DR Gina – were you talking about african americans?
DR JR don’t think so.
DR Tammy
Whammy was going to say has heard a little bit about this and agrees this is a good opportunity to connect and build collaborations. does wonder about the money aspect – it feels a little weird about it.
Whammy – can he go? if he can do it he absolutely will go… has trial on Oct 23rd, but if he is out and free he would love to go.
Summer – twinkles whammy going… says we need a back up.
JR – does anyone else want to go?
Andrea – says we should have a back up
Summer – can be a back up
Andrea – can be a back up
JR – wants to go too was planning on going.
Tammy – did David Cob invite multiple people? Looking to have an influx of people from across the spectrum. one slot was allocated to occupy. and that IO was going to fill that spot. can’t imagine that we
Tammy happy to have everyone go or if only one can go, she want us to double check that.
Gina DR – Suggests we have 1st, 2nd, and 3rd slot for who is going
Summer DR – thought that there were multiple offers as shared by JR last week.
JR spoke to David Cob today and was told this afternoon only one spot for occupy.
JR – we are being offered this… because IO is the only one who responded to their request at s17.
JR – to move forward, we will let David Cob know we have people interested and will get back to us on that.
Wammy to clarify, we want to send someone to WSF.

Check Outs:
all but Summer, Whammy, Tammy and a silent Vivec jumped off the call as it was 8:15.
Summer – what about volunteer agenda item?
Whammy – apologized for saying it was check out time
Tammy asked if she should go ahead w/ making a google doc for volunteers
Summer – we don’t have quorum, can we make a decision?
Whammy – go for it Tammy.
Summer suggested we have volunteers sign up for a twitter account and retweet #globalnoise from our interoccupy twitter account as this is a good way to begin temperature checking the identity of our volunteers – as cops will most likely not want to help much in this fashion

9/27
Notetaker: Andrea
Outreach report back

- put out volunteer form – we have 5
- need to talk about how we want to relay tasks to them
- andrea to get materials to jackrabbit and tammy for screening over the weekend

TA training

- trained last monday
- problems with maestro
- cal can take over training in second half of october

Finance Group

- defunct, jay has tried to get meetings off the ground and it has not happened.

Communications

- amy and tracy will start actively focus on this on monday

S&S

Bulletin – there is a prototype that we will implement to be used instead of forums
FB Crowdtangle – one more week for feedback final version on thursday and set up app
Newswire – Occ generted news newswire.occupy.net

Jackrabbit/Tammy to connect with US Social Forum develope relationship

Summer is bottom lining next week

September 27, 2012

Attending: Badger, Gregg (first half hour), Gina, Ella, Tammy, Cal, Jackrabbit

Summary of call:
Bulletin Board:
Gregg will try to enable hyperlinks, and we will implement it across hubs. We will remove the forum

Crowdtangle:
JR, Cal and Tammy will provide feedback on the survey this week and we will try to finalize next week. Michael will explore admin area and see what else is needed

Occupy News
Michael will talk to Devin about creating a feed from news.occupy.net for the newswire

Citizen Generated Media:
Worth pursuing, not for newswire but as a hub.

attendance:
We will check in each Tuesday to decide if we need a call for that week.

Attendees: Jackie, Tracy, Nate, Summer
Apologies: Tammy,Jackrabbit (listen only)

Check Ins:
Nate – good in Philly – underway with planning for O6, Philly anniv – I can’t believe a week ago I was getting out of jail
Summer- great – decompressing a bit from all the wonderment of S17; bunch of friends on facebook sending pics; you all know how I Occupy and merge the Mayan thing – WorldUnity2012.com now has bethepeace.com on board w/ us! over 100K people united for prayer on Int’l day of peace – will now be participating w/ our intention for the global awakening event we’ll be hosting down by Chichen Itza with the Maya on Dec. 21, 2012; I have about 6 people working on that team w/ me. I’m going back to Santa Cruz in about a week! Looking forward to the 1 Year Anniversary there, as well as in SF and Oakland.
Tracy – Been chilling the past couple of days – went to Occupy Chicago anniv a few days ago – almost wan’t on call – was ready to help O. Indianapolis with reorganizing, but not today
Jackie – decompressing from S17, trying to adjust for what’s going on… a really good friend died, didn’t really hit her until after S17, so dealing w/ that sinking in, going to anniversary next weekend, and that’s about it for micChecking.

We need to get an interim bottom liner for the next few weeks. trace will be bottom lining is that right? at some point we’ll have to solidify bottom lining for the next three or four months – how long do we want?
not sure what we need to go over here. we have spread sheets before natgat, should put it all into whatever project managment tool we’ll be using. so I guess we’ll just leave it here and get back to it in another week.
Jackie or someone else help out here… seems while I’m typing phone is breaking up
Jackie – we have an orientee spreadsheet. after the call we put them on the email list. one of us looks at it to try to help us stay more on top of it. asked if we should put a new column for tasks volunteers from new form.
The process is: Orientation call puts new people on Orientation running email list https://docs.google.com/spreadsheet/ccc?key=0Ao6xGLhyooOVdHQ3M3U3Y1RjLTIySWlYcGJSel9laXc#gid=0
informs Admin who adds to lists and sends welcome letter, subgroup bottom liners see who is added to list; make contact
informs Outreach (in same letter as to Admin, cc) who puts on the Orientee List by Subgroups for easy access for all subgroups to work from
Summer is signing out… computer is tweaking. will be right back

Old Business

- new or interim bottom liner
Jackie will be able to do the 25th.
Tracy will do Oct 2, and Tammy will do Oct. 9

should we have rotation – how long? have done 8-9 weeks – maybe 2-4 month? table this part until more folks on call

- Follow up on s17
-type up info from thematic assemblies and sign-up sheets? Andrea is doing
– write email for thematic asemblies Tammy reworking one from NatGat done
-send emails to thematic assembly contacts – jackie will do

- tasks spreadsheets finally discussed on Thurs nite (9/20) – Andrea recommends putting first on PM tool, and then pressing each subgroup; Tammy recommends doing on Thurs call;

Jackie – other old business?
Nate – mentioned orientation call tonight doing a new script, others can get on to check out, give support
Jackie – deciding on different nights or leave for now?
Nate – leave for now

New business

- volunteer form on website
Admin puts immediately on email list
io-volunteers@lists.interoccupy.net
the sign up is here https://lists.mayfirst.org/mailman/listinfo/io-volunteers
should we add to Orientee spreadsheet? I have set up a new column (jackie)

- what’s next for big Outreach

- older tasks to complete
CoCs up to date?
US Social Forum

9/18 – no call – post s17 Rest or Travel

9-20-12
Attendees: Nate, Jackie, Gina, Larry, Andrea, Jackrabbit, Tammy, Vivek and Chris
Facilitator: Jackrabbit
Notetaker: Jackie
Apologies:

Check Ins:
Call started with only 5 and we had informal discussions, as we grew, we just jumped in without doing the formal check-ins and Report Backs; Andrea began with a report back for Admin:

Report Backs:
Admin:
Andrea – checked out atrium project manager, occupy.net – cool, but doesn’t have the tools that wiggio, for ex has – I have a suspicious feeling the group will like wiggio better – will send out an email and vote on it
-Badger and I will send a doodle tonight for IO ppl to pick a time to come on a call and learn how to publish events, make hubs, post announcements, call reports and that sort of thing – we need other people in our group to know these skills so we know how to support each other – good to get four or five people who can know how to do; the big things are announcements and events; call requests – good to have some one else to help or to switch off; good skill to have anyway
-website traffic bumped up a lot bec of s17 – a few things we had this time should have had for natgat – we had a good list of livestreamers; Vlad from globalrev media set up a comm system for anyone covering journalism – created a space for them to analyze IRC chatrooms and were able to help get the word out about that – good direction to move in for the movement

http://interoccupy.net/blog/s17-ows-global-media-collaboration-callout-for-participants/

http://interoccupy.net/blog/plugging-into-real-time-media-analysis-and-collaboration-during-s17/

http://interoccupy.net/blog/livestreamers-covering-s17/

-in the last thirty days, we had 9821 unique visits 327 per day – that’s better than ows.org or.net or s17nyc.org
-next step – put out volunteer ask for those not necessarily want to be in IO on more committed basis, but avail to do tasks now and again when we need them – link on the flyer – put it on the site – directly connected to the CIVI – tasks include graphic design, coding, outreach, pretty comprehensive; i know everyone is working double time and have jobs and lives
-calls – I’m not seeing any issues – Jackie correct me if I’m wrong – Occupy Isaac folding up
-other update – crowd tangle – app that’s used in facebook that’s an ggregator of fb pages and groups and the like – when join, can fill out a survey in terms of movements, background, not too invasive – 4, 5 questions – developers of crowd tangle approached us – go after the occupy facebook pages and groups, go after them and aggregate; reach out in much more streamlined manner; a little closer this week

Gina – Tammy – on call
Jackrabbit – important to talk about this; have a lot to respond to; get stack going; anyone on the board?
Gina – I am; go ahead Jackrabbit
Jackrabbit – Andrea, thanks so much for all you do – fucking awesome
Project management software that we decide on – while it’s important we all weigh in, it’s probably really really impt that the people who will use it most should weigh in most, carry more weight; twinkles
also, love idea of more people getting up to speed on admin tasks – really important, should have a formal sytem of distributing admin tasks and not ad hoc whenever; I’m doing events; would like to rotate or have specific days to work
think it’s intense and amazing that we are getting more attention than the other big occupy sites
crowd tangle – want to help – should be what we should be doing to connect to more people – throw my hat in for that
Nate – wanted to say that I’d like to volunteer to help Andrea with some of those tasks – challenging to take a day, but if I could be on a schedule for night that would be workable
echo what Jackrabbit said as well – really fucking amazing work; this time, everyone knew who IO was – I think IO is in the place we always hoped it would be

Tammy – question: what was said about IO being hit more than the main OWS sites?, and the volunteer form, we need someone to check the volunteer form; not sure when Outreach next meets; several of us have conflicts
we didn’t do the orientation call on tuesday because everyone was either in jail or travelling – we should think about doing it next week
Andrea – Gina or Drew – traffic on s17 dropped after the day – occupywallst.net and .org were having low traffic, 50-100 a day, we have had 9821 hits this month and average 327 a day
Larry – meant to echo what everyone said about encouragement – and also Andrea on the admin tasks – if there is a date and time I will help you with it check

Outreach:
Jackie – No Outreach call this week, so nothing new except for the great job we did tabling in NYC. It was constant. Here’s some nice feedback from Fred of the Visioning Group reviewing s17 I’d like to read:
Thanks also to Inter Occupy, which I think is invaluable in improving coordination and communication within the movement.
I do think that Inter Occupy is better able to organize issue and discussion oriented type activities, than the OWS organizers.
The OWS organizers were primarily focused on the direct actions.
Jackrabbit – thinks that’s awesome – loves that

Tammy – do we have an agenda? wondering if anyone is going to do the orientation call next week and set it up
Nate – Larry and I will do Tuesday for the Orientation call
Tammy – Andrea – can you cange the date and do that?; other question about the volunteer form – if it is up and people are filling it out
Andrea – sheets from s17 I will be done with tonight
anyone who filed out the form, I will check; confer with Badger and make sure Outreach gets notified who fills out the form
Tammy – to people who want to volunteer
should send the link to call, to maestro oreintation and to volunteer form
create a list on google for all those people who fill out to send them an email
Andrea – yes

TA Traning and Staffing:

Finance:

Comms:

Structure and Services:

Call Status:

Old Business
a Hub Issues/ Update / Business
a.1 Transitioning to new IO Tools on Hub and Beyond
a.2 Web Update / Stats / Business
b. Feedback and Mediation Update

c. s17 Follow Up
Jackrabbit – read Joan’s article in Waging NonViolence – great article – IO featured pretty strongly
Joan got really sick – hasn’t been well recently; came out here and hasn’t been feeling well, sick Monday night, Tuesday morning had to go home; saw the doctor and is stabilizing; I was looking forward to having her around the rest of the week
Communications for actions and coordianating direct actions – not sure how I feel about talking about this but guess it doesn’t matter – didn’t do a whole a lot – was interesting and like the idea of doing logistical support – livestream, cel.ly loop, text, twitter, maestro call – would like to investiage a little more about this with people
Larry – direct repsonse – Jackrabbit – we were talking with Sam about that stuff when we got out of jail – she had some really specific things that would help – if we got involved with her and got set up I think it would be really cool, and I’d like to help
Jackrabbit – like Sam and would like to work with her
Tammy – good to sort of put it in the wiki to see how it would be done, and how it would be better; see how it is IO role, and how it’s not; important to document as soon as possible

Gina – anything else on the Agenda?
Jackie – New Business, Item b. Go through old tasks sheet with group to see what tasks are being handled, need to be handled, Tammy suggested we do on the call – has been on agenda for weeks; may impact project management; everyone needs to get their tasks ont he subgroup worksheet
Andrea – do the opposite – you and I can put into wiggio and then kick everyone’s ass and then have everyone….
Larry – there were a bunch of folks at s17 interested in int’l stuff including Nate and myself – espeically for people coming to the orientation call – so we should schedule a meeting
Andrea – talk offline?
Larry – yes, we could do a hangout and take care of a lot of it
Jackie – follow Andrea’s lead about the taks and wiggio
Tammy – suggest we do do it on the call; wanted to also mention I spend sometime with David Cobb with the social forum network – might fall out of IO’s role, might fall into other places – wanted to share
JR – can you talk a little more about that – I love David Cobb and would like to work with him
Tammy – deep network of NGO’s and communities of color in a way that IO is not – a lot of accountability – interested in finding an occupier to sit on the US Social forum committtee for feedback – full time job – if we are building a social ntetwork having; also connected to Move to Amend – the social forum is a lot like Occupy but is further ahead – not very action oriented; misses the action piece that occupy does so well
Jackrabbit – thank you, so this is something we want to consider for the furture or something we need to do right now?
Tammy – if someone is interested, I can plug you in, I don’t have time

Gina – any one else want to get on stack?
Nate – this is something that is not exactly IO business – a project we plan to use IO for – help from anyone throughout the process – a nationwide poll on electrion day; people stand outside polls on election day – asking questions about issues that actually matter that people in the system never ask about; could be a really cool project – if we can people form across the country, it’d be gerat, and the resuts would be interesting
Andrea – Nate – interested in talking to you about that – great thing – Badger and I got from through the vote.com – a conservative group that has taken it upon themselves that are normally democratic and have people of color – they go to these polls and essentially questioning people and intimidating them about voter fraud – we know what that means – I don’t know if there’s a way – don’t want to insert myself into your thing – if there’s anyway we can help people feel safe – racism and intimidation
Jackrabbit – Andrea – that’s an awesome idea; if we can have people, a phone number to a central hotline – that’s the kind of thing democrats do; I think that’s an awesome idea and a great thing to do (missed some words)

Jackrabbit – there’s some folks I’ve been working with from very early on after the occupation – politics electoral reform I’ve been working with – they’ve been working on a …..polling people, an application – if you want to move forward with this, I want to connect you with these folks
Tammy – 1. s17 debrief call immediately after this – Nate and Jackrabbit you’re helping me, can you get on 15 min early?
2. another thing is a converstionI had with people
see if people ar interested in using the swirl tactics around the country for their anniversaries – will talk about on the debrief call – use IO – have a call
Larry – those two ideas should be combined – a swirling thing and using IO hotline
Jackie – didn’t hear what Larry said – swirling and IO hotline?
Larry – with the kind of communications actions and infrastructure
Gina – did you get that Jackie?
Jackie – think so

d. A call-in code for having impromptu calls

e. Budget Jackie Reminder is all

New Business:
a. Kalamazoo
b. Tasks Outreach 9/4
Gina – anything else on the Agenda?
Jackie – New Business, Item b. Go through old tasks sheet with group to see what tasks are being handled, need to be handled, Tammy suggested we do on the call – has been on agenda for weeks; may impact project management; everyone needs to get their tasks ont he subgroup worksheet
Andrea – do the opposite – you and I can put into wiggio and then kick everyone’s ass and then have everyone….
Larry – there were a bunch of folks at s17 interested in int’l stuff including Nate and myself – espeically for people coming to the orientation call – so we should schedule a meeting
Andrea – talk offline?
Larry – yes, we could do a hangout and take care of a lot of it
Jackie – follow Andrea’s lead about the taks and wiggio
Tammy – suggest we do do it on the call; wanted to also mention I spend sometime with David Cobb with the social forum network – might fall out of IO’s role, might fall into other places – wanted to share
JR – can you talk a little more about that – I love David Cobb and would like to work with him
Tammy – deep network of NGO’s and communities of color in a way that IO is not – a lot of accountability – interested in finding an occupier to sit on the US Social forum committtee for feedback – full time job – if we are building a social ntetwork having; also connected to Move to Amend – the social forum is a lot like Occupy but is further ahead – not very action oriented; misses the action piece that occupy does so well
Jackrabbit – thank you, so this is something we want to consider for the furture or something we need to do right now?
Tammy – if someone is interested, I can plug you in, I don’t have time

Gina – any one else want to get on stack?
Nate – this is something that is not exactly IO business – a project we plan to use IO for – help from anyone throughout the process – a nationwide poll on electrion day; people stand outside polls on election day – asking questions about issues that actually matter that people in the system never ask about; could be a really cool project – if we can people form across the country, it’d be gerat, and the resuts would be interesting
Andrea – Nate – interested in talking to you about that – great thing – Badger and I got from through the vote.com – a conservative group that has taken it upon themselves that are normally democratic and have people of color – they go to these polls and essentially questioning people and intimidating them about voter fraud – we know what that means – I don’t know if there’s a way – don’t want to insert myself into your thing – if there’s anyway we can help people feel safe – racism and intimidation
Jackrabbit – Andrea – that’s an awesome idea; if we can have people, a phone number to a central hotline – that’s the kind of thing democrats do; I think that’s an awesome idea and a great thing to do (missed some words)

Jackrabbit – there’s some folks I’ve been working with from very early on after the occupation – politics electoral reform I’ve been working with – they’ve been working on a …..polling people, an application – if you want to move forward with this, I want to connect you with these folks
Tammy – 1. s17 debrief call immediately after this – Nate and Jackrabbit you’re helping me, can you get on 15 min early?
2. another thing is a converstionI had with people
see if people ar interested in using the swirl tactics around the country for their anniversaries – will talk about on the debrief call – use IO – have a call
Larry – those two ideas should be combined – a swirling thing and using IO hotline
Jackie – didn’t hear what Larry said – swirling and IO hotline?
Larry – with the kind of communications actions and infrastructure
Gina – did you get that Jackie?
Jackie – think so
Go through old tasks sheet with group to see what tasks are being handled, need to be handled

https://docs.google.com/spreadsheet/ccc?key=0Ajhryp5gyTkvdFJFVkxDMVNtdlAtODlPbmg2TGNNWkE#gid=0

c. Notes Jackie
summarized notes at top?
running notes doc below?

Tammy – we should end the call; get a bottom-liner for next week
Bottom-liner for next week’s call? Nate to make up for this week

Check Outs:
Nate – this was an unbeleivable week – a fantastic time despite 24 hours in jail, perhaps because of it; we are doing some amazing things and this past week proved it again – crazy week in Philadelphia -averaging two actions a week with elections and Marcellus Shale people in town for their convention; on the streets and unavailable for a few days
Larry – echo what Nate said – got back here and been working really hard since we got back – fired up and ready to do this – great to hear the impact IO is having I think this polling dea is great and…….
Tammy – pretty beat – glad to see lots of people on the call; sorry I missed the first half of it – biggest concern is that things die down after s17
Tracy – wanted to say that s17 kicked ass had an awesome time there – look forward to working with the movement moving forward; Chris – realize I have your flyers and stuff from Foley Sq. and need to get them back to you
Gina – glad s17 went well, we’re all busy with the traffic from s17; ….
Jackie – great seeing everyone; loved the swirling actions; think we reached a lot more people than if we were all in a bloc somewhere; getting on the debrief call

9-13-12
Attendees: Cal, Jackrabbit, Nate, Michael, Tammy, Andrea, Larry, Jackie, Chris
Facilitator: Jackrabbit
Notetaker: Jackie
Apologies:

Check Ins:
Nate – doing well, working 3 months, finding time to keep the Occupy spirit looking forward to NY tomorrow
Jackrabbit – can’t wait for the weekend; Monday should be crazy – doing some comms support
Andrea – hey what’s up; excited for the weekend; happy to be here
Chris – acutally at the DNR meeting for Lansing right now; stoked and want to see what’s up
Jackie – the theme this week is s17; excited to be going tomorrow
Badger – looking forward to seeing who’s in NY this weekend
Cal – sad not coming to NY – the geographically undesirable coast – if most of this call turns out to be about s17 I may not stay on; if there’s non-s17 stuff I’d like to do it early;
Tammy – hey everyone; there is a Human Be In in SF for folks on that coast; worked all day in a business suit, just got home.
Larry – pretty sure my phone will die – will be in NY, first draft of flyer for s17 and gonna make one for global noise; will make myself availabe for help in NYC

Report Backs:
Admin:
Andrea: basically Jackrabbit is taking over posting events on the calendar; i’m doing call set ups; Gordon is back after a long absence, watching the Inbox, perhaps soon can get him on call set ups; Larry posting Hubs and events and Jackrabbit, too; more work on the CIVI – an education, sometimes a frustrating one;
Jackie – Tracy and I are supposed to be learning to set up calls – we haven’t gotten to that yet, but hopefully after s17

Outreach:
We continued discussion of s17; Tammy made spreadsheets and will be talking more about our roles tonight.
Larry made a flyer targeting volunteers; Andrea made a form for the site for task only volunteers to fill out.
We decided to cancel next week’s Outreach call as many will be travelling back from NYC or just whooped.
Tracy and Tammy will pick up Outreach bottom lining for Oct. 2 and Oct 9 respectively as I really back off until c. Oct. 15.

Tammy: one of the things we did was take the contact list and put in the civi – if people want to do outreach they can do step by step outreach, phonebanking according to the form – we used for s17 and people like it, both the doers and the receivers; so now if we do national outreach, we have a system to do it.
Nate – want the details on that later; Larry and I took over the orientation call
Jackie – Nate do you guys want to cancel Sept 18?
Nate – we will be exhausted, but should do it – we might have a bunch of volunteers – we will do it

TA Traning and Staffing:
Chris – Cal and I had a couple of people on training this Monday – Cal was there taking notes and it went well; two people on call
Cal – was on the call until the Health and Support call at 9pm; will be able to help next month, not the next one, we are talking about doing on different days to reach those not available on Mondays

Finance:
Jackrabbit – we need to get going on that

Comms:
Michael – Amy has offered to bottom line the social media group – will get going with that soon
Jackrabbit – Amy is awesome

Structure and Services:
Cal – last week I was the only one on the call; checked with folks in the subgroups to see if there was anything pressing before s17, and there wasn’t so we cancelled the call – haven’t had a call in two weeks
to Larry – a side trip – the folks in the Visioning group are waiting for your paragraph on the history of the Visioning Process
Larry – will try to do tonight

Call Status:
Jackie – this is an item that I was supposed to get together with Gina to do; could not accomplish this week – am in touch with Gina and will do next week or so.

Old Business
Jackrabbit – anyone opposed to moving to agenda items that are most important?;
Cal – has a few that would be quick
Tammy – can do some s17 remotely, but appreaciate people not jumping off
a Hub Issues/ Update / Business
a.1 Transitioning to new IO Tools on Hub and Beyond
a.2 Web Update / Stats / Business
b. Feedback and Mediation Update

move to Cal’s items:
d.Call attendance (internal)
Cal – a couple of frustrating experiences and finding either there are not enough people for quorum or none – would like to see one of the following – to make a commitment to be here and somehow get in touch, perhaps a Call for Quorom – wondering what people think about this
Tammy – explore the idea of having calls every other week; perhaps atendance would be better; thinks every other week would be useful
Jackrabbit – issues of attendance – there may be underlying reasons; we should consider talking about why people aren’t showing up – requesting a hard committment is one thing but perhaps we need to know the underlying reasons
Cal – twinkles – clarify – a. something like the bottom-liner doing a call for attendance so we know
b. question to tammy every other week – we did that with the Monday night and the call died.
c. not just talking about these calls, but the subgroup calls is mostly where it is happening
Jackrabbit – as facilitator want to point out that there is a lot on our agenda – do you want to put out something as a proposal – propose we either have a particular call about it or table for another call
Cal – like to propose that the bottom liner put out a call for attendance 48 hours in advance – add to the bottom lining responsibility
conversation is fine to have later in the call – for in two weeks – I will not be on next week
4 2s ; two stand asides
JR – how to move forward
Cal – email

e.New list for movement news
Jackrabbit would like to limit this conversation til later
Cal – put out an email this week about this and we can do a temp check and put out a vote – we have plenty of news coming in, would like a separate list for news and all-IO for business; there are many newsy posts from Steve C..
Jackrabbit – does have a comment; something like a protocol – what is and is not appropriate for a list – like to suggest that – opposed to another list – maybe just a standard to how we use our list
Cal – so where do people post news
Nate – helpful – many a list with Steve and he posts a lot of stuff on those lists – a problem, don’t think we can do anything more than we have done in the past;
Andrea – way back we had a list for people who wanted to post news, particpate
Cal – the general list; the name probably didn’t lend itself; maybe we could…..
Tammy – write a sentence like: this is to be used for IO business only and tag onto the e-mail; have many lists where this happens
Jackrabbit – easy enough to make a new list – maybe not an either or – let’s do both – easier to say when things like this come up, say we have a shoot the shit list this can be more appropriate for; create an informal list and keep the al-IO list all business
Cal – find out somebody wants to speak to Steve first
dr Jackie – create the tag line, create a new list – send announcement, and bypass targeting one person
Jackrabbit – that point – like that suggestion
Cal – great idea – who can investigate, who can add that tag to the main list.
Proposal to have a separate IO chat, news, informal, list, non-essential press 2 for approval; passes
Jackrabbit – Andrea can you make the new list or is that just a general admin assignment
Andrea – yes, I can create the list, I can create the footer, and if anyone doesn’t want to get on the list, don’t get on

d. (New Business) A call-in code for having impromptu calls
Jackrabbit – calling code for impromtu calls
Cal – Maestro – lets you have lines for unscheduled calls – I would like to let us have a way to do that, a code to get on when necessary; last night there was a need for a visioning group call, but decided too late to have Andrea do.
Proposal – to have a ..
dr Tammy – prefer to suggest a free conference call; too hard for maestro – need facilitator, TA
Cal – want to respond that it was hard to do that – we used a free conference call of one of the members – frustrating without maestro; could have finished a half hour earlier with maestro
Andrea – I don’t want to make this available to people outside of IO – I think that is fine to have that available for people in IO
Cal – I really meant for calls already listed, that group has had calls
Jackrabbit – issue for criteria, more to it; issue as to who actually accesses the line
Cal – we can work up a set of guidelines – don’t need to go into it now
Andrea – that was going to be my suggestion
Jackrabbit – so Cal you want to make guidelines
Cal – first temp check the group
JR – is anyone violently opposed? No.
Cal – done. check

Nate – I kind of just want to talk about s17
Jackrabbit – go ahead

c. s17Outreach SG 8/21 continue s17 plans
training – Tammy won’t be able to do
Tammy – a bunch of things for s17
table
create the materials for table
Sat. thematic asemblies like meet-ups – we have an ask to do the same thing as we did there, collect and connect
training
comms – helping with comms during the action itself, so cal there’s something you could help with
talk about follow-up now instead of afterwards so we have ducks in a row rather than waiting

Cal – could you repeat what the thing I could help out with
Tammy – help with follow-up and help with Comms – during the action – going to be early on the west coast – those are all the pieces for s17
We will have tabling Sat and Sun – don’t need to do Monday – take a temp check – yes, drop Monday
Nate, Jackie and Tracy taking different shifts on Sat., we need people for Sunday 10-12, 5-7:30p
so that would be really useful if people will sign up tomorrow; I am conspicuopusly absent as I have other responsibilities

Andrea – what’s the name of the spreadsheet
Tammy – will send out after the call
Jackrabbit – how are we doing on tabling – and how are we doing on the old flyer – does it need updating
Tammy – that would be materials; who’s stil on the call
Jackrabbit – Nate, me you, Andrea, Badger, Jackie and Cal
Tammy – going to make sure I email Chris, Joan and Larry

Move on to materials
another spreadhseet
Tammy – Andrea – can you bring a table?
Andrea – not as of now but will try to locate
Nate – will try to find Natgat table
Tammy can you and Nate be in touch and work it out

Hotspot – do we need one? it won’t be as necessary as at Natgat
JR – there is free wifi at Union Sq; checking parks wifi right now
Tammy – Badger – does your IPad connect online without wi-fi – with all those things, are people ok with not getting a hotspot
JR – checking now – doesn’t say there is no wifi, but doesn’t say there is at Union Square and there is

Banner
Tammy – Andrea are you bringing the banner and can you be there 10 am ?
Andrea – can be now

Generator – should we delete?
Andrea – just emailed two excel docs to you and Jackie and I will print and bring
Tammy – surveys – asked Joan several times and haven’t gotten a response
Andrea – we can bring them
Tammy – will you print and bring? A – yes
Tammy – the tabling sign up to have on hand – after people sign up, can someone print A – yes
Tammy – does that mean that you can do the thematic assemblies lists too, Andrea. A – yes
the thematic asemblies folks said that they would print out the asemblies guide, but can you print out those too?
A – yes, just put me down for everything
Jackrabbit – I will do if you’re doing at home
Andrea – no I have brand new big printer
Jackrbbit – feedback from Joan – if we want to have survey

Tammy – Andrea and Michael are set to do the training

Tammy – who can bring a box of pens
Nate – I can bring pens

Tammy – last flyer – Larry is making – needs feedback on the flyer – have to get the feedback tonight
Jackrabbit – think it looks great, but also think it looks like a fan
Tammy -
third link to the volunteer sign up form
Join the IO team bigger
still looks like a fan
Next thing is thematic assemblies – at noon on Sat the facilitators will gather for a little training. I will go and give a little training – adjusted the natgat one – encourage to do in their assemblies and bring back the sign ups
would like IO ppl to collect that info; who can collect the sign-ups back?
Jackrabbit – will help
Andrea – has a table coming from Philadelphia
can help collect – doing a training at 5p

Tammy – training – signed us up, not a lot of feedback from those foks – the people doing the training need to put it up on the board earlier in the day – just make sure the training is up on the schedule earlier in the day.

Follow-up -typing in all the contacts; follow up emails
thematic assembly sign up sheets and sending and email out for them
Andrea – happy to do; can scan and send out for others to do
Jackrabbit – scanning and sending – are there more people we can get to do this?
Andrea – there’s not – we can’t even get people to do the things we need; every few weeks I send out a request for help and people are busy
Tammy – what we’re are looking for is someone to transcribe the contact lists and then send back to Andrea; Cal, that might be a way for you to plug in
Cal – can help – has company, but should work out
Jackie – if still needs doing on Wednesday, I can do – won’t be home til Wednesday
Comms
Jackrabbit – comms – would love to but don’t have anything to report just yet – treid to check in with Sam who is apparently coordinating the work we are doing – don’t really know yet
have you heard anything yet, Andrea?
Tammy – she is my roommate – so send me whatever yo need to know
Jackrabbit – heard her plan and it sounded detailed, so will you have her call me
T – you should call her directly
T – talked to Sam once about 2 lines – one a maestro – for coordination – call into that: this is happening here and there
other a hotline – we need medics on this corner; we need this here

Andrea – don’t need to register – just give a number
set up a call for 24 or 72 hours – one number with one pin and they say what they have to
Jackrabbit – in general I’d like to see us use anonymous numbers a lot more
Cal – question about that – does it die when someone is not there?
A – as long as conductor board is up it is live
Tammy – we need at least one person in NY to run, and someone elsewhere
Cal – can maybe do first hour if that helps
Tammy – thank you
Nate – has to go
JR has to go to
Cal – who’s bottom lining the next call?
Nate – happy to

d. Budget Jackie Reminder is all

e. Tasks Outreach 9/4
Go through old tasks sheet with group to see what tasks are being handled, need to be handled

https://docs.google.com/spreadsheet/ccc?key=0Ajhryp5gyTkvdFJFVkxDMVNtdlAtODlPbmg2TGNNWkE#gid=0

g. Notes Jackie
summarized notes at top?
running notes doc below?

New Business:
done

Check Outs:
Nate – glad to be on the call can’t wait for NYC – did good work today
JR – really excited for s17; excited to work with everyone on the call
Tammy – hope eertyone can come to the service I’m arranging (Occupy Judism Rosh Hashanah); self promotion of IO – more people coming who don’t know who we are – everyone be on our game on get out the word
A – bye
JR – will see you at vegan food
Jackie – I meant to say in our check-in that – sorry to the vegans – I can’t wait to get to New York and have a big fat Jewish deli corned beef or pastrami sandwich; see you all tomorrow!
Andrea – Jackie i will treat you to Katz’
Jackie – love Katz’ – haven’t been in thirty years
JR – wow
Cal – sad I can’t be there; excited that both IO and the visioning effort I have been part of are involved there
JR – great call

Goodbyes

9/11

Attendees:
Jackie:
Tammy:
Summer:
Tracy: working hard on s17; income and inequality teach-in at s17

Old Business
-tabling at s17
s17 tabling sign ups

https://docs.google.com/spreadsheet/ccc?key=0AtAUItIt4juOdHBDX1NyQ284WVJTR1k0SFJxaU1GR2c#gid=0

Supplies

https://docs.google.com/spreadsheet/ccc?key=0AtAUItIt4juOdEFUTUtTZ1MtcXJ5eThidzVndElpNmc#gid=0

Sat.
thematic assemblies – IO playing a role – Tammy – meet at noon on Sat., return sheets to IO table

4:30-7pm IO training
training – tammy won’t be able to do

flyer to get in volunteers? – tammy emailed allio Larry? flyer good to go
section about follow-up on thurs. call? yes. added

sign-up form for volunteers on site –
Tammy – like TA list? just get a hold as they are needed sounds good – put on thurs night agenda jackie passed on Thurs. night 9/6 – informed
Andrea making form; Larry putting on volunteer flyer; Jack adding to regular IO flyer
new or interim bottom liner
Jackie will be able to do tonight; assume no call the 18th, the day after s17, and possibly the 25th.
need someone to bottom line Sept. 25 (Yom Kippur) if possible, and definitely Oct. 2 and 9 (Tammy will do Oct. 9)
Tracy will do Oct. 2
send letter to outreach cancel sept. 18
should we have rotation – how long? have done 5-6 weeks – maybe 2-4 month? table this part until more folks on call

Follow up
bottom lining after s17 – type up info from thematic assembies and sign-up sheets
add follow up to thurs agenda

New business
None

Minutes of the Sept. 5th meeting to build for actions on the anniversary of the invasion of Afghanistan, Oct. 5 – 7. The minutes were take by John C.
There were 38 people on the call. The call started with a report by Fernando on the protests at the RNC and a report by Sara on the protests at the DNC.
John P from LA reports progress on building demo on Pershing Square 2 p.m. on Oct. 6. Trying to coordinate with others so time might change. Try to be as unified as possible. Have permit at park. Coalition is growing since last week. Ready for 5000 people if they come. Sent info to UNAC.
Fernando. Florida. Lots of media present covering anti-RNC. Trying to transfer to Oct. 5,6,7. Talahassee, Orlando, Gainesville. Signholdings, rallies, speakouts.
Eduardo. Q on time limits. Got involved recently. Self-determination? What does that mean?
Joe answers, Hands off is our position. Clarified. Means U.S. and NATO stay out. Not taking a different position. It will be discussed on Monday.

Marylin: Read names of people on stack in advance. Self-det important, supports people in these countries. No coord committee conf. Call on Sunday.
Sara–asks for 5 for those who DON’T want their list called.

Moji Auger Tuscon, Ariz. Iranian Green movement. Announcement. Peace vigil. Simple peace vigil. Started on March 20, 2003. Ongoing. Non-interference in internal affairs of Iran.

Bill. Labor for Peace and Justice. Bay Area, SF. Two events. Demo in SF Oct. 6 around linking opposition to war with war on workers. Done in conjunction with Local 2 of Restaurant workers. Labor for P&J a forum on Oct. 5, still trying to find a place (Laney College?) focusing on Syria, Iran and Libya and different forms of U.S. intervention and what it means, what we can do to oppose U.S. intervention. Visibility low level at this point.

Ellen Rosser. California. Wilpf, world peace now. All people have right to self-determination. All over Syria people are demonstrating non-violently. For Palestinian people. Getting Hamas off the terrorist list. Iran, CIA funding opposition in Iran.
Kazem. Solidarity with Iran. Objects to friends and comrades who raise the internal question and say UNAC is taking sides. Strong point is that UNAC doesn’t interfere, but impose imperialist intervention.

John — reports on demonstration in Frankfurt. Comes out for “Hands off Syria, hands off Iran”

Alison Boudine. Demo in Vancouver on Oct. 6. “Hands off Iran, Syria” petition being passed around Vancouver. (missed where it was). Clampdown on rights of freedom to demonstrate. Three transit police and RCMP brutalized activists giving out progressive newspaper. Defending freedom of expression. Youtube.com/Firethistime.

Cheryl LaBash. Detroit. Organizer with Justice for CubaCoalition in Detroit. Anti-war demos coincide with initiative with Cuba solidarity movement calling for freedom for Cuban 5, May seem far afield. Hope we can all raise a sign (esp on Oct. 5) of raising freedom for Cuban 5 within U.S. Cuba uses moral influence to oppose U.S. war in Afghanistan and on Iran. Remember the 5 on Oct. 5.

Ellen Rosser. Point Arena? Calif. Reject war against activists in all countries. Here in isolated redwood forest. Sept. 18 xxxxx speaking. Will try to organize for Sunday Oct. 7.

Rick San Diego coalition for Peace and Justice. Thinks Moji didn’t get it right. Variety of views in UNAC. Mission is to oppose U.S. intervention. SD is drone manufacturing center of the world. Vigils at the drone factory. First anniversary of OccupySD on Oct. 5-7 weekend. Trying to get something together with Occupy.

Judy Bellow. Rochester, NY. Drown drones and end the war. I don’t believe UNAC’s position is inconsistent. We are citizens here and our responsibility is to curtail the warlike behaviors of our own country. Country without true sovereignty can’t protect the rights of its citizens. Rallying against using drones against Pakistan. Impt outreach for UNAC, going to Pakistan.

Tim Chadwick. Bethlehem Pa Nat campaign for non violent resistance. Resistance action at NSA Ft. Meade Oct. 9 last year. Now doing legal issues. Trial date Oct. 25 in B’more court Ft. Meademilitary prosecutors. Drone action at John Hopkins U. in B’more. March. Sat in in prez office 8 hours. JH has research center doing military research. Big part is drone research. Going back to the office. Planning another action sending letters to head of research dept. Want to continue focusing on drones. Bob Smith and others planning something Oct. 5-7 in Philadelphiaarea.

Moji: Truth and Reconciliation Process.org, so country not continuously made vulnerable to U.S.and Israeli undermining. Objects to Kazem’s attempt to silence debate.

Mike. ANSWER LA. Welcomes JP’s encouraging people to go to both. Shut down military recruiting booth in Hollywood. SF. Unite Local 2 endorsed demo.
Phil W. Richmond, Va.Defenders. Public forum Oct. 7. Phil speaking on no war or sanctions against Iran or Syria. Ana Edwards on Mali in Western Africa.U.S.encouraging outside military intervention by group it controls. Also preparing a day after demonstration re Iran. Also raising issues of city jail.

Kazem. Demos in Venezuela,Ecuadortoo. Election in Venezuelaon Oct. 7. May be imperialist intervention. What is major slogan on Oct. 7?
Sara. Major slogan is to “stop the war on home and abroad” drone wars, Iran,Syria, expanding wars abroad and home. At top of UNAC Peace. The politics, unifying point, is to stop expanding U.S.wars.

Eduardo. Discusses Syriaand Iran. And CIA’s varying tactics to create splits and internal struggles.

Barbara Nielson. SF. WILPF. M-E committee has sent letters to Obama and Clinton to work for peace in the ME and for WMD-free zone. Oct. 6-13 working against nuclear power (?), and military use of space.

there was a vote on when to hold the next meeting, 1 week or 2 weeks? The vote was evenly divided. Joe suggested that UNAC discuss the date for the next meeting and report back.

9-6-12
Attendees: Cal, Summer, Chris, Gina, Jackie, Tracy, Joan, Tammy
Facilitator: Cal
Notetaker: Jackie, Summer
Apologies: Michael, Gordon

Check Ins:
Summer – involved in the Mayan unfolding – the other side of the Occupy; coming together, work together, make the changes we want to see in this world; looking to get to nyc to help with s17; looking to get national synergy; international synergy
Chris – trying to get stuff done and driving down the road
Tracy – hi everyone; nothing new, nooking to get to nyc for s17
Jackie – hi, looking forward to nyc; have to get off at 7p, go to daughter’s to babysit, can get back on in twenty min if call still going.
Gina – hey everybody – here trying to stay cool – 90 degrees; glad to be with you all
Joan – sorry haven’t been able to keep up with subgroups and things; a lot going on in Calif.; going to be in nyc for s17; would like to interview a bunch of folks about their experiences with Interocc
Cal – 73 in marin co calif, not a cloud in the sky; slight headache, gonna power through; not gonna be at s17, housesitting for 3 cats and a dog; will be on east coast a week later

Report Backs:
Admin
Jackie – basic rundown of what is going on; Michael and Jackrabbit helping Andrea set up Hubs and Announcements; Tracy and I supposed to learn Call set-ups; just a little report back.

Outreach
Jackie – continued discussion about s17, tasks lists, onboarding and these generated Agenda items for this call; more explanation when we get there;
we have a new volunteer, Summer, welcome summer.
also working on who will bottom line when I am unable to be on call Oct. 2 and 9; Tammy unable on Sept. 18, 25 and Oct 2. also discussing setting up a rotation schedule for bottom lining.
Last, I will be tabling at the Occupy Buffalo anniversary events Oct. 6-8 and will need flyers and the banner, which I hope to pick up while in nyc for s17. Will handle within Outreach; just a heads up in case any input needed from this call.

TA Traning and Staffing
Chris – Not too much to report – this was the off week – got with Cal, helped get him trained; Jo expressed interest – get a hold of her; there should be 3 of us then that are trainer ready – that will be useful
Cal – will sit in on half of next call, and they are talking about having it on different days of the week also for folks who can’t make Mondays

Finance

Comms
Cal – is therea comms group that is meeting?
Tracy – Michael had proposed soemthing Walt proposed – having Comms as part of S&S; personally haven’t been able to do too much with IO working; new social media subgroup getting started – new orientee Amy is interested in that
Cal – brief discussion on that merger – not aligned; S&S a big group, lots of repsonsiblities; doesn’t know the future at this point

Structure and Services
Cal – did not have a call today, no one on the call today; not a big agenda at the moment which is fine, short call last time; a lot of front loaded jobs stuff; imagine maybe more stuff generated by s17 because a lot of the work was borne of the NatGat; imagine will have a call next week, so new new news
Gina – didn’t get a call reminder – is there a registration link I could get? I didn’t get mine

Call Status
Sched Cancelled Held Particip Avg Max Min
Cal – who can speak about call status; who does? not sure who’s doing these days; the grid isn’t filled int his week
Jackie – it hasn’t been filled in in several weeks; Gordon had been doing – was thinking I could since I put in call data everyday; just haven’t gotten there – probably can’t do before mid-Oct.; math involved?
Cal – yes need to add up the calls, find averages, etc.; assume Jackie will still be putting in call data?
Jackie – silly, I guess I could do – it’s only a little job and I will be continuing to put in data.
Gina – volunteers to do –
Cal – get together with Jackie

Cal – asks what items we need to discuss tonight given a couple of people will get off early.
Jackie – can probably table the whole old business unless Tammy gets on to discuss s17; new business: how about we do items b c d e, and then go back if time.
Cal reads through Old Business; without tech team difficult; mediation can be table; s17 tammy not here; midwest agenda item should be removed. any objections to moving on to new business?

Old Business
a Hub Issues/ Update / Business
a.1 Transitioning to new IO Tools on Hub and Beyond
a.2 Web Update / Stats / Business

b. Feedback and Mediation Update

c. s17Outreach SG 8/21 continue s17 plans
training – tammy won’t be able to do
flyer to get in volunteers?

d. Midwest agenda item Report Back Chris?
Cal – can probably take this off

e. Budget Jackie Reminder is all
Jackie – just a reminder

New Business

a.Occupation Kalamazoo
Sept. 3 – Nov. 3
Report Back from Chris
Chris – Encampment Monday – Kalamazoo – 6th meanest city in the country – Monday night Chris did civil disobedience, went to sleep in most visible spot he could, got arrested; got 2 misdemeanors – 90 days and $500 possible; taken in at 3 a.m. never got out until 8pm, by that time police had broken up the camp; things to highlight that i want you to know;
police gave conflicting reports; OK kinda just gave up after I went to jail; another channel shows police breakingup the camp; police 4 ppl arrested, some of the homeless had previous warrants, the police broke up encampment because of no permission; another article said we had verbal permission because it was our first amendament rights – meeting tonight, with city tomorrow and going back to it monday.
twinkles joan and gina
Cal – asks what the reason for having this on IO Agenda; unclear other than you’re one of us
Chris – Jackie asked if I would do
Jackie – not particularly IO business, but thinks we might want to be supportive and to hear a little update every week; we can vote to take it off; directly involved one of us.
Cal -Joan’s twinkling; leave there unless we have a full agenda; concern is if there are a lot of these maybe we we’ll have to have an on going item about our occupies. gina twinkled as well
Cal – will this be a standing agenda item for two months, Chris and Jackie
Jackie – as long as there’s room or have a report back when chris ahs something impt about it
Gina – think it’s really important to stay updated on Chris’s status – he was willing to go to jail for this and he’s part of IO so we should definitely know what’s going on with him and i appreciate him informing our planning group. twinkle Summer
Cal – want to clarify that it was the part about occupy Kalamazoo; certainly when one is effected, gets arrested or injured or hospitalized or seriously sick, we should know about it, that’s for sure

b.sign-up form for volunteers on site Outreach 9/4
Jackie – explains the orientation process, the flyer for volunteers and how form idea came up – email- Michael in response to the volunteer flyer suggestion for s17, specifically for volunteers, to sign up for one-offs, tasks without doing Orientation, getting on calls, etc.maybe like the TA group, we would just email them as a job came up, maybe like CoC lists, call status
Cal – we did this at nat gat – we got a flood of volunteers, and none of them stuck; a lot went to S&S and not one of them stayed; would like to do an analysis after the fact, review of how many signed up and how many actually joined; supports the idea of folks being able become TAs, to sign up without going through the calls; could certianly have a whole stable of TAs
Jackie – one comment would be i think the form we had at natgat which was sign up for various things, 5 boxes one of which was to join IO; people get on and are unclear about what we’re doing or maybe just want to do smaller jobs; this form would have some specific wording – someone like me when I was first looking who just wants to do one hour or two hours, just the smaller tasks
Cal – so like joining a working group to help out, but not the core
Jackie – that’s right, and I meant to say that it’s not TAs, but like TAs in that we would email them as
Cal – having a pool of people that are available for tasks
Jackie – correct
Summer – double check that, twinkled that; just having a sign up sheet can’t hurt; maybe you do get one or two people to stay and maybe we just having part of a pool we contact we need this now. twinkles from joan and jackie
Cal so Jackie do you want to have a temp check if that’s the level of invitation we want to have
Jackie – definitely because Larry is waiting to start the flyer and this would impact that
Cal – so are you saying the flyer would be primarily focused on getting people to help out, rather than join the organization
Jackie – No, the flyer would a two tiered – it will also be the regular come join us, and this is what we do – will leave it up to Larry; my suggestion is that we have like the regular core team and some little thing like “want to support the movement but have no time for meetings”, you sign up for little jobs
Cal – give people a choice
Tracy – wondering about the outreach flyer, are we going to possibly talk about our roles as IO core members and what it’s like to volunteer for IO to the people at s17 or is it going to be just handing out the flyer
Cal – also add are we doing tabling there?
Jackie – yes, we are doing tabling, which is why we started thinking about what we want at the table like at Natgat, what forms, sign-ups announcements, newsletter, etc.roles – was thinking to suggest that to Larry just don’t know how – maybe we could have a two sided one with little paragraphs about how it came that I joined, Tracy joined, whoever, but I don’t know how realistic that is because s17 is a week from now; but definitely temp check about whether we chousld have this form on our site
Cal – so the temp check is about having the form on our site, specfically, is that right?
Jackie – right, and then I guess the flyering ideas we could back and forth on the listserv
Cal – so why don’t you frame the temp check jackie
I thought that would be a wonderful idea
Jackie – ok, never had to do this – Temp Check – should we put a form on our site to invite volunteers to be in a pool to do tasks?
Cal – agree press 2, 3, 4
all twos, Cal stood aside. Got buy in from the group.
Jckie – thank you folks

c. Call attendance (internal) Cal 9/6
would like to do this in the first hour, while the maximum people are on the call
Cal – is finding that getting on a call and finding there is no quorum or no one is really unsatisfactory – screws with my day to be able to go out and do other things – would like to have some kind of guideline in place to give each other notice if we will not be on the call
want to if you guys are warm to the idea of having such a policy – don’t have to hammer out now – sort of an atendance and notification policy;
Summer – I don’t know about policies and that sort of thing – I would hope that there’s a level of just respecting each other; just mentioning it; we’re important – agree that let’s be on but if you can’t, give each other notice – good idea
Cal – group operates with a tremendous level of respect for each other; very high functioning group – perhaps just a reminder, maybe the bottom liners put something out so we know if we are going to have quorum – maybe a tasks
Tracy – as far as this is concerned – if there are issues – if there’s some way that people can’t get on in an emergency that’s different
Jackie – it’s a good idea, we don’t need to have a hard policy. I know when Gordon had to go to work he always put his apologies in at the top of the agenda list. Maybe we can do that.
Cal – blocking off two time slots on the calendar is a little difficult for me so maybe we’ll talk about this again next week when Andrea is on the call.
Summer – will handle the notes.
Cal – we don’t have quorum

d. Sponsor S15 panel discussion in NYC Joan 9/6
I would like to host an IO panel discussion in NYC that focuses on “Year II” of Occupy and invite some discussants. Also interested in asking TIDAL to co-sponsor event.
Joan – is willilng to organize basically who we can get together to have an open discussion about the history of this movement and the possibilities of moving forward. Have IO sponsoring it, talking about clusters and groups and social norm. Doesn’t require anyone to do anything. Sort of an outreach event.
What I’m looking for from people right now is thumbs up to do this panel discussion with using the IO name.
Jackie – it sounds like a great idea. Only thing is, would check schedule of S17 and see where it fits in. Maybe talk to Tammy about that w/ the sign up sheets.
Joan – looked at S17. Knows things will be added. Looking for Saturday Night at 7pm. There will be shceduling conflict. WIll appeal to people interested in networking and visioneering.
Cal – who will be on this panel? Who deserves to be on it?
Joan – Self selection. WIll look through rolodex to see who is in town. Would like to invite people involved in the movement and activism in general. Speakers and Teachin that she heard herself over the year. Will do her best to work w/ people who have occupy principles.
Cal – name, reputation, seems like it runs a bit counter to occupy. If you are talking about year 2, many have been talking about vision for occupy, discussion around antional strategy. Feels there are other aspects of this thing, that we need to expand beyond just “notables”
Joan – Goal is to do teachins about people who have a history of activism. Panel discussion for the history of social justice in general. Not saying they are notable because they are famous, just about what they know.
Cal – intention to follow on w/ this or just to have a gathering in NY
Joan – for me it’s about networking locally, something to do other then going to ny and drinking. Planning an event of which people are able to be listened to and talk about issues that are important w/o being under the influence, which is why I thought to have it on Saturday night.
Cal – whenever there is a sense of this sortof thing happening in NY these people start to lead the movement. Concern that the movement will be steered by the heavyweights.
Joan – this is a panel discussion about year two. It will be pretty open, will have a set of questions, as well as open it up to discussion between audience members and the panelists. “sponsored by IO”
Cal – clarifying, Sponsored by IO, promoted by IO, to have a panel about the future of occupy and social justice in general.
Consensus? 3 yes, 2 stand asides, 1 question by Gina.
Gina – not sure what she means about IO being the sponsor.
Cal – panel discussion and then socializing afterwards.
Joan – will be largely dictated by what the audience wants, will be guided by what happens on S17.
4 in favor, 3 stand asides
Cal – Jackie is leaving, Chris has left.
Jackie – leaving too

e. Research on IOJoan 9/6
I would like for people receptive to being interviewed for my book project on the history of IO and Occupy Communication to sign up for interviews while we are in NYC together.

Joan – When I am in NY, looking forward to doing more structured interviews
Cal – are you interviewing people just in NY
Summer – willing to be interviewed
Joan – no, have had some preliminary talks with Tammy. doing them over googlevoice, will try to video tape so she can have a digital archive. Wants to give people a chance to connect. It will take her about 6 months. Will be in Oakland in November, would like to get together.
Cal – will be on east coast from mid to late October
Cal – you can count me in for interviewing.

f.Tasks Outreach 9/4
Go through old tasks sheet with group to see what tasks are being handled, need to be handled

https://docs.google.com/spreadsheet/ccc?key=0Ajhryp5gyTkvdFJFVkxDMVNtdlAtODlPbmg2TGNNWkE#gid=0

g.Notes Jackie
summarized notes at top?
running notes doc below?

Check outs
Summer – will bottom line, next week. Has a place to stay for S17 for in/out of towners.
Tracey – productive call, realling looking forward to going to NYC. First time there. Happy to see Joan.
Gina – everybody be love, have a good evening, be grateful for every day as we don’t know when it will be our last.
Joan – really glad to be back on the call, looking forward to plugging back in with the group. Really excited to see everyone to meet Tracy and Jackie and Summer. Hoping to be a greater asset this week as she’s been out of the loop.
Cal – commenting to Joan, might need someone like you to get it up and running as it’s slacking. Great call, love the fact that I”m getting 45 minutes of my day back. Email notes to Jackie and let her know you’ll be bottom lining next weeks call.
Tammy just jumped on
Cal – we lost Joan, Jackie will come back. Went over the volunteer flyer for S17. We don’t have quorum but we will in a few.
Tammy – only thing I need to talk about is flyer making.
Cal – Summer, Joan, and Tracy will be in NYC
Summer – would love to get together prior to next weeks call.
Tammy – wants to talk about tabling and making flyers for S17. Happy to organize this over the emails. Sorry about being late.

InterOccupy Outreach Subgroup
Agenda & Notes

9/4
Welcome Summer (Summer has to go through the orientation call tonight)
Check Ins:
Jackie
Tammy

Old Business

Tasks Lists – check the tasks spreadsheet Jackie – some progress, no outreach tasks; mostly admin – bring to Thurs call.?yes. jackie

https://docs.google.com/spreadsheet/ccc?key=0Ajhryp5gyTkvdFJFVkxDMVNtdlAtODlPbmg2TGNNWkE#gid=0

*Orientation Call
Nate and Larry – all set?
Tracy will get together with Nate, Larry

-tabling at s17
spreadsheet for:
sign up sheets
flyers
table – andrea
schedule of thematic assemblies
banner
sign up sheet for tabling tammy will do both spreadsheets

training – tammy won’t be able to do
flyer to get in volunteers? – emailed allio
section about follow-up on thurs. call? yes.

New business
sign-up form for volunteers on site –
Tammy – like TA list? just get a hold as they are needed sounds good – put on thurs night agenda jackie

new or interim bottom liner
Jackie will be able to do next week; assume no call the 18th, the day after s17, and possibly the 25th.
need someone to bottom line Sept. 25 (Yom Kippur) if possible, and definitely Oct. 2 and 9 (Tammy will do)
should we have rotation – how long? have done 5-6 weeks – maybe 2-4 month? table this part until more folks on call

Occupy Buffalo anniversary events Oct. 6-8 – Jackie will be tabling and will needs flyers and the banner — I can pick up in NYC @s17 – any advice?
Tammy – sign up sheets for announcement and newsletter

8/28
Old Business

Tasks Lists – check the tasks spreadsheet Jackie

*Orientation Call
Nate and Larry – all set?
Tracy will get together with Nate, Larry

-tabling at s17
spreadsheet for:
sign up sheets
flyers
table – andrea
schedule of thematic assemblies
sign up sheet for tabling tammy will do both spreadsheets
banner
section about follow-up on thurs. call
training – tammy won’t be able to do
flyer to get in volunteers?

-change name of Orientation Call back to Interoccupy Volunteer Orientation Call rather than current IO OUTREACH SUBGROUP: VOLUNTEER ORIENTATION CALL jackie will

New business

8-30-12
Attendees: Gina, Jay, Tracy, Jackie, Cal, Chris, Summer, Andrea
Facilitator: Tracy
Notetaker: Jackie
Apologies: Gordon

Report Backs:
Casual call; notes written after call; no report backs; two members must leave for emergency call re: helping send aid to NOLA in wake of Hurrican Isaac;
Admin

Outreach

TA Traning and Staffing

Finance

Comms

Structure and Services

Call Status
Sched Cancelled Held Particip Avg Max Min

Old Business
a Hub Issues/ Update / Busines
a.1 Transitioning to new IO Tools on Hub and Beyond
Andrea – files.occupy.net – works like going into docs on a laptop – Andrea will be trying it out tonight
everyone will get password so everyone can access and edit the docs (if editable)

a.2 Web Update / Stats / Business

b. Feedback and Mediation Update

c. s17Outreach SG 8/21 continue s17 plans
Andrea – everything coming along on s17.org site, check there for schedules, all meetings and calls from now until then; also on s17nyc hub.
Jackie – from Outreach, Tammy going to make two spreadsheets, one for what we need, one for signing up to do tabling. items we have listed:
sign up sheets
flyers
table – andrea
schedule of thematic assemblies
banner
sign up sheet for tabling

no new business, should we vote on ending call early?

d. Midwest agenda item Report Back?
Cal – would like to hear about
Andrea – can’t give much – went twice, was small; when she tried to go to give the IO training, people had just gotten back from a march and were tired.

e. Budget Jackie Reminder is all

New Business – none
conversation:
Dec. 21-23 Event at Synthesis 2012 Festival- A Mayan Calendar Celebration in Chichen Itza and Piste Pueblo
Summer wants to invite IO and wider;
Jackie asks for printed info to add to notes, and can submit to Newswire or can submit herself at interoccupy.net/Services/Submit to Newswire
Cal advises contact Andrea for how to do, who to contact; asks significance for Occupy
Summer and others see Occupy as the fulfilment of the Mayan prophecy; applies to occupy issues – food, monsanto, gov’t, ….
Cal suggests get info to Andrea for the invite
Summer will send some info to Andrea – would like to have a call everyday for a week before the event
Jackie – sees no problem with that if you can TA – heard you offer to TA another call, so you probably know how
Summer – yes, can
Cal – also get a hold of Andrea for that, to set up the calls
Discussion about the protocols at IO; join a subgroup, then get put on All IO list and this call, the planning call
Jay names the groups Admin, Outreach, Structure & Services, Communications, Finance, TA,
Summer – asks which subgroup needs the most help;
Tracy and Jackie both yell Outreach;
Summer agrees to be in outreach group

Check outs:
Cal and Andrea had to get off call to host call about emergency help to New Orleans
Summer: life is great; been awhile; looking forward seeing who wants to come down to Chichen Itza
Jay – good; busy as usual; hoping to see things move forward
Jackie – glad to have someone new join outreach
Gina – glad to hear from Summer – pleasant surprise; Jackie, let me know if you need help with Admin tasks
Tracy – really excited to have Summer join outreach team; good but informal call
Jackie – Gina, I do, and have been lax getting together – hopefully in next week

8-23-12
Attendees: Tammy, Joan, Jackie, Badger, Cal, Chris, Gina, Jay, Tracy
Facilitator: Chris
Notetaker: Jackie
Apologies: Gordon

Check-Ins:
Tammy – doing alright, a little tired
Joan – so hot that my computer is overheating a bit; doing well
Badger – well, happy to be here
Cal – sunny day in San Rafael, got off a highly productive call with Struc&Serv; between now and next I talk to almost any of you, I will be undergoing an eye procedure next Tues.; send good energy
Jackie – good week, productive, but don’t feel like I ever get ahead.
Chris –
Gina – Hi everybody
Jay – glad to be here, trouble getting on
Tracy -

Report Backs:
Admin – no one

Outreach -
We talked about the Orientation process and have two items on the agenda relating to that; one the process, or where are all the new volunteers? and 2) we need a new Orientation person, so think about those before we get there.
We also talked about involvement at s17; Tammy sent an e-mail about it to All-IO list, and we have that on the agenda to discuss, too.

TA Traning and Staffing
didn’t have anyone on the call this week

Finance
Jay – not too much to report; been calling people who are on finance – talk to Vivek, got him up to date; comes down to moving forward with fiscal sponsorship, the same one that OWS had, also sent out a doodle to reschedule our Finance call – not a lot of response – going to narrow down and redo

Comms
Badger – the big thing this week is moving ahead with the newsletter – new the last couple of weeks is we were just going to use some standard opening text was going to be copied from week to week kind of explaining what the newsletter was, but we found out that all triggered spam filters; what happened with that is that we started highlighting things that were important on a larger scale like s17; cel.ly – Tracy moving forward to get cel.ly set up
Tammy – wonders how we decide what gets highlighted; that’s valuable real estate
B- broad interest, not local or specific issue based; not a tried and true process yet, just a few weeks, mostly Andrea and him figuring out what was impt that week.

Structure and Services
Badger – bringing in a new section of the newswire – narrative – feed from Occupy Stories website, people posting their experiences at different Occupy events; Drew reported back that he was approached by google to have a verified official Occupy Wall St. page within the google plus space; using as opportunity to get various social media groups to collaborate on that space; there’s a calll coming up onthat next week if anyone is interested; crowdtangle, a fb app in development; Walt and I have been bottomlining an induction survery – go through as you join IO/FB network. if people are aware of the occupy network on fb it’s like that; exact same app repurposed so we can get the categories right and all that stuff.
Cal – tools – outside tools not part IO or occupy.net stable of tools; people on natgat list talking about other tools – will put something on the wiki so people can post them and use their own tools; talking about training for the new tools – do w/in scope of public training; ask tech team if interested in a monthly training.
Chris – personally really interested in the social media tools, will find out more about that.

Call Status
Sched Cancelled Held Particip Avg Max Min

Old Business
a Hub Issues/ Update / Busines
a.1 Transitioning to new IO Tools on Hub and Beyond
a.2 Virtual workspace / Project Management Tool Migration
Jackie – there was no call last week; Gina was the only person who called in. I tried to, but rebooted, and my computer did a whole system scan that took an hour, and I couldn’t stop it; these items were supposed to be ongoing just as issues come up, and the Virtual workspace/Project Management part I think is tabled until that comes up again in whichever subgroup it’s going to come up in.
Badger – about PM tool. the one he was gong to explore and report back on; we’ve been using it on the tech group – seeing what’s going on there, he thinks he’s not going to recommend that one; it seems to actually add another layer where people don’t respond as fast, which isn’t the point of a PM tool; so no recommendation at this time.
Gina – what is not recommended? – I missed that – what PM tool
Badger – the one we’re using in tech group – projects@occupy.net basically geared toward tech and not recommend we use for our team here
Cal – recalls this was on the agenda 2-3 months ago; is this something that will be resurrected and clarified on one of these calls? unclear on that
Badger – where I remember where we left that I was looking at specifically at projects@occupy.net, but reported back today that that wasn’t so good. so if we want to look for something else and if someone wants to research and has energy for that, go ahead; if not that idea is kind of tabled for the moment.
Cal – should we take that up in the structure group?
Badger – I suppose if the structure groupo wants to talk about it, sure.
Cal – Walt was one of the other people talking about project management
B – feels more like and Admin and this call type of item, more internal team management kind of work; however the group wants to deal with it is fine.
Chris – do we want to discuss? Jay is on the call now – can do Finance report
Tammy – in order for us to find a project management software, it needs someone to research, use and then report back; doesn’t feel we need vote now
Cal – seems to me the investigation of new tools might be under structure because the tech team is now there under structure; use of tools would be under admin; investigation of tools could be a structure thing imo.

b. Web Update / Stats / Business
Jackie – I don’t know if Michael can help us, this was something like the call status
Badger – stats – fairly consistent since we launched – started off strong then dropped off, then started the newsletter and it spiked, then makes traffic spike Tues and Wed and brought back traffic; around 400 unique hits a day, newsletter 7000 out, about 1000 open, about 60 hubs right now and 5 hub requests a week
Chis – very cool stats.

c. Feedback and Mediation Update
Cal – just stuck on calendar to work on the feedback portion by next call

d. Newsletter?
Jackie – I was gonna say maybe this should come off the Agenda because it is handled in the Hub and Web Updates
no objections – remove from

New Business

Jackie – each subgroup to write a Mission Statement; we were going to bring to call last week and we didn’t have one; someone had brought up the big task list we had before the NatGat – I will go through and try to lift any pertinent tasks from that.
Badger – Comms – Larry and Tracy working on – in the pipeline

S17 – Tammy
convergence stuff Sat and Sun, Mon morning big action and Mon afternoon and evening, more convergence stuff that may change depending on how morning goes.
Sat and Sun – 1. we can have a table, flyers, sign up sheets, man the tables, sign up sheet for tabling to sign ppl up on IO newsletter
2.workshop and training during open space
3.thematic assemblies similar to meet-ups; can do the same thing – send out a contact list and try to connect later
how many ppl we will actually have in nyc on s15 and 16
create schedule; Tammy will be busy a lot – we need to see if we will have the people before we commit
Chris – is planning on being there, s17 a day of no work; will be in on the 16th and happy to help once I get there
Chris – open stack – comments?
Tammy – show of hands of who will be there
Tammy, Badger, Chris, Jackie
Tammy: also Nate, Larry, Andrea and Jackrabbit
Cal – and maybe Tracy

Maestro training
Chris – – going into encampment on Sept 3 in Kalamazoo which is a Monday and that is training day and will not be able to make training class, also the two Mondays before and after s17 will not be able to make. working on a back-up but haven’t gotten one yet; just want to put that out so we can figure something out; more an announcement
Chris – Tracy on call – check in
Tracy – sorry to miss first 40 minutes, hope I didn’t miss too much
Chris – real quick – Tracy, are you planning to make it to S17
Tracy – of course, I have been planning it since March
Tammy – Chris, do you have a back-up to do training if you can’t, and if not, important to discuss now, that’s important.
Chris anyone interested – I could teach someone next week.
Cal – will help and learn how from Chris. can’t do a lot of Mondays, 3rd and 4th Mondays and first Monday of the Month is the Health and well-being call; can’t be regular thing.
Chris – Mondays not working very good, maybe we can change the day – try to move around
Tammy – impt enough to have a person rather than a day – arbitrary and if we need to change to every two weeks – that would lighten the load, and if alternate, that would only be once a month each
Cal – Chris, I don’t know if you said you couldn’t do any; we could trade off to distribute the burden; I don’t think any one person should be doing all these trainings anyway
Chris – loves doing them, but wants a backup in place; if everyone is ok, i’ll look over the schedule and pick a new night and make biweekly. if that’s ok, press 2, questions about it press 3. everyone – unanimous; Cal, we’ll make a chat date.

Orientation call
Jackie – maybe Tracy will chime in two; we also need someone else to do the call – lucky you went first Chris, because Cal, we actually thought you’d be perfect;
Cal – Struc & Serv a big group with a lot of activity and doing substitute TAing comes in bunches – a little concerned about taking this on, and worried about the onboarding process
Tammy – maybe we can reach out to others who are not on the call, maybe some of the people who originated the orientation call; Tammy definitely can’t until after S17. will e-mail
Cal – available on the 4th, can have a conversation about it with Jackie
Jay – if we had to miss a week of orientation; maybe make every other week; people are busy, takes away form other important things
Jackie – this is bi-weekly; Cal, you could communicate with me but Tracy will probably do the training for it, cause I have no idea, that’s why I haven’t stepped up for it.
Cal – has it on calendar for Sept 4, how long is it – hour and ahalf or two hours.
Jackie – beleive it’s 2 hours, but no positive
Tracy – as far as my job, that is irrelevant as it will end in a few weeks; don’t have any problems with people plugging in for rotation; thought we could plug in fresh faces so I don’t have to do all the time; call is every two weeks, for two hours, but usually done in an hour.

OnBoarding
Jackie – we put the system in place; b-l were trying to get a hold of people who already were in the system from a few months ago; Tracy has put new people in since then; are there new volunteers working in any subgroups, do we have to revisit the system, do buddies again?
Tracy – basically, when she’s done the orientation they become more interested in groups in droves; one call every wanted to get into comms; social media and bottom-lining cel.ly; however, for the most part most people have been interested in s&s,as well as international
Cal – glad we are having this conversation; thanks Tracy for sending me the people – this week I got phone numbers; sometimes they get put in spreadsheet and sometimes not; the spreadsheet is really important; haven’t talked to any of these people yet, will make the phone calls; not getting entered into the spreadsheet; the phone calls are important, as is the structural part of this that has to be consistent
Cal – clear? talked fast, Chris dropped off
Tammy – dr which spreadsheet the running or the new? who’s adding; the buddy system asked people to take on a specific small task and once they do that and attend the calls, and then they will take on bigger and more tasks; when do follow-up calls, if we can ask them to do something to get them invested
Cal – structure doesn’t have a running list of tasks; not a tasky oriented group other than the tech subgroup; mostly discuss, determine, so tasks are hard to give out – a little at a loss; my approach has been to try and get them to say what their interest is; one person said international out of the gate; spreadhsheet – meant the new one Jackie set up with the separate columns for each subgroup
Chris is back
dr Jackie – spreadsheet it is the new one – I might’ve dropped the ball on the second part, because Tracy puts on her running list, and then I see them come through the e-mails, and I’ve been saving those and meaning to put on spreadsheet; second thing is I know structure is not real tasky, but since tech comes under there, maybe you could ask Drew and those guys for some little webby kind of tasks
dr Tracy – the way i have been doing – copying their e-mails and putting into running orientation e-mail list, then e-mailing the interested subgroups, and the bottom liners…..breaking up….phone numbers are in there it’s the 11 digit number that starts with a one and doesn’t have dashes.
drTammy – we don’t need more people on the team to philosophize about what we are doing, but we do need people to take up tasks before we burn out, without the new energy to take on tasks; 3 of us in outreach; forgot other thing
drCal – think right, s&s group being new – we don’t really need anymore volunteers; take back the question about tech tasks to see if they need help; also wondering about new TAs; focus where we need volunteers to go; don’t care about dashes in phone number
Jackie – When I said I dropped the ball, I remembered that I am up to date on the spreadsheets – have taken from Tracy’s spreadsheet and put on the new.
Tammy – one thing we could do, talked about today on structure call, is bringing comm group into structure group; tasks heavy group, things like cel.ly, social media; if we did that – perhaps we can bring them in to the subgroup, and then into this group as well – tasks do come out of here as well; don’t think we can tell people where to go
Cal – not suggesting we tell people where to go, but can encourage and tell them where we have the need; making the structure gorup tasky doesn’t seem like a solution; already doing structural things,technical things, hub, etc. would like to try and get a thriving comms group as a group
Tracy – helping Michael with Comms group; Michael often busy
Jackie – report back on the volunteers; on our outreach list there were ten; reached two women; interested in movement writing; also wanted to do outreach, but not take on two groups at once; there was third woman, Linda Bassist in CA. who I reached during lunch and was going to get back to me, but have not heard yet; so, a little bit of headway there. I wonder if we should drop the people from long ago and perhaps just stick with people form the last 6 weeks.
Cal – go back on what he just said – another possibility – maybe comms be a subgroup of struc, like we have tech now; as long as it’s not in one big group
Tammy – does think we should drop the folks from way back; think it’s wise to call back more than one time; put more on us rather than them
Cal – out of natgat we had a slew of 10 volunteers, should I go back and contact those folks; most are still on the struc & serv discussion list
Jackie – respond to Cal, was saying 6 weeks back, and if you have the enrgy and time to call all those people, go for it; I was saying 6 weeks was recent; some are from April and that’s too far back.
Tammy – the way way back people from during the transition; it was diffficult to bring people on board; I think from natgat on is the place I would start
Cal – starting with natgat and including the folks from natgat, is that right?
Tammy – doesn’t hurt;
Cal – I’ve got 15-16 calls to make, great
Tammy – if limited in time, start with most recent and work bacwards
Cal – also, as bottom liner, project manager or whatever that role is – remembers Nate at the face to face saying he hates that term; of that role can delegate, don’t have to make them all myself
Cal – want to be sure, unclear about procedure -are you going to continue to put the volunteers on the spreadsheet – want to be sure it is done consistently
Jackie – I don’t think we ever decided – I just made a note to talk about on Outreach; I have been doing it and will keep doing it for now; I am going to be slowing down in Sept. and early October, so it would be good to have someone else lined up – maybe we can do it like this call with bottom liner – as at the end of each call who is doing that week. a very small job; probably can keep doing

Budget – Jackie – by way of reminder, jackrabbit asked for each subgroup to submit a budget; I made a spreadsheet; oh, one other part of that is that Larry saw the spreadsheet email and said there was another spreadsheet for budget from way back – it’s on top. hasn’t been touched in 226 days; interesting, bigger yearlong, half million dollar budget;
Chris – did you just say there was a half a million dollar budget?
Jackie – that’s the budget that’s 9 months old – I think maybe it was wishful thinking if we were a full running organization that had that kind of money
Jay – dropped off – back – wanted to say – encouraging Jackie to e-mail me any of the financial documents
Jackie – they are right at the top of the agenda, but I can e-mail them to you; in future, they are at top
Jay – I can get to those, but as far as the emails or whatever people send
Jackie – I see, sorry Jay, the IO Budget Worksheet is divided into the subgroups to put budget in, so just check there – think right now is Admin and Outreach

Contact list email
Tammy – more of a report back at this point – contact list had since October and integrating into civi and fancy tech – that contact list will be a place where people can put themselves on and have access to it; need someone
talked with larry who created the first contact list and he would take that up 1) existed, allows self organizing; great way to plug in

Tammy – a tech support person for that to lead people through how to use the civi, the list.

Midwest –
Chris – Starts tomorrow – think Andrea might be on her way – Midwest group instead of just giving us a table gave us a half hour or hour about what IO does; would be double booked myself in the middle of this, could be an issue
Tracy – wanted to say that how things are going, I may be up there this weekend.
Tammy – we did a training at natgat – a sort of national coordination training. best thing to do would be walking people through the site and see what it’s capable of; you might want to get with Michael
Jackie – Chris don’t worry, think Andrea is in town
Chris – good; wanted to check that with the group; have a presentation to do on the other side of the city; will contact Michael and Andrea
Gina – is Andrea in Detroit on Occupy business?
Jackie – I said she is in Detroit; seems a reasonable assumption
Cal – I know Andrea is going to the Midwest conference this weekend; ther is a standing last item on our agenda – who will bottom line next week’s call – if you are willing to bottom-line next week, please press 3.

Check outs:
Gina – have a good evening
Jay – good call, look forward to seeing you next week; look for me to call you if you have anything to do with finances
Tammy – good call – next week can only be on the first half hour, but will have it on in the background
Tracy – good call; if nobody has raised hand to facilitate, I can give it a try again
Jackie – good call, thank you Chris for facilitating – surprised we got through whole agenda
Cal – interesting because I facilitated the last 2 or 3 calls – good to sit back and participate; a good call, and we’re getting done with 20 minutes to spare
Chris – enjoys facilitating; wishes he could do it more often – will be in the Midwest trying to raise hell
Tracy – will send you an e-mail if it turns out she can come this weekend
Cal – since you all weren’t on the structure call – Tues around 5:30p-6p – exploratory eye exam; feed me goop IV and will be blinded for several hours; please send me energy next week, hope it goes well
Chris – hope it goes well; important body function to have
Jackie – will send good energy
goodbyes.

8/21
Old Business
Outreach mission statement – http://notes.occupy.net/p/IO_Outreach_Mission_Statement
Tasks Lists – check the tasks spreadsheet Jackie

*Orientation Call
New Script – Tracy mentioned holes; moot point now – Tracy structure and services – add to Thurs night Agenda? https://docs.google.com/document/d/1Keat1rFieZHSZQE91RpauRI5gTruq7xyvpopBl6c8k4/edit
Pre-Call e-mail to ask orientees to read About IO, Code of Conduct, Statement of Autonomy, Statement of Facilitation; ask Andrea? Gordon? how we know who registered- Jackie
Need new person to do Orientation calls – Tracy’s job makes her unable – when? plus she’s been doing for 5 months
put on thurs agenda. for sept. 4th

what’s happening to the new volunteers? bring to thurs night call? jackie

New business
-add to tasks from admin/andrea: someone who can make sure the calls that happen get their minutes submitted to either their hub (if they have one) or to the hub IO has for one time calls. jackie get back to

-tabling at s17 bring to thurs agenda

-change name of Orientation Call back to Interoccupy Volunteer Orientation Call rather than current IO OUTREACH SUBGROUP: VOLUNTEER ORIENTATION CALL

8/14
Old Business
Bring to Thurs call 8/16
Outreach mission statement – http://notes.occupy.net/p/IO_Outreach_Mission_Statement

Tasks Lists – check the tasks spreadsheet Jackie
Bottom-liners:
setting up the agenda and notes for the weekly subgroup call
e-mailing the group a call reminder
onboarding volunteers

Members:
Orienter for Orientation Call, every two weeks (connects new volunteers to admin and bottom liners)
Attend calls
Add, suggest Agenda items
Develops movement contact lists
Develops and updates the committee of correspondence network
Outreaches to occupy groups to get them to use Hubs
Outreach to individual occupies to get them to set up on hubs – put together a script – Tammy

Special:
tabling at national or regional gatherings

script for calling occupies to get them set up on hubs
One-offs for different category of volunteers (what shall we call this type of volunteer?), possibly put in Classifieds
go through data lists
research we may need

Template?: https://docs.google.com/spreadsheet/ccc?key=0Ah3I8WTDRzzpdGVWQlBzMy1yU05JbmZFUlQyQ2ZmRFE#gid=0

add a column for who does task
separate mission statement

From face to face
outreach to existing occupy groups – revisit til 8/7 —
individual places like occupy town square.
table and banner @ local events –
should we buy some for individual outreach folks to have to bring along to events
faciliatating regional gatherings in a bigger way

New business
Outreach to new people in Occupy (Misty) – table

Budget – notepad Jackie

*Orientation Call
New Script – Tracy mentioned holes; moot point now – Tracy structure and services – add to Thurs night Agenda? https://docs.google.com/document/d/1Keat1rFieZHSZQE91RpauRI5gTruq7xyvpopBl6c8k4/edit
Pre-Call e-mail to ask orientees to read About IO, Code of Conduct, Statement of Autonomy, Statement of Facilitation; ask Andrea? Gordon? how we know who registered- Jackie
Need new person to do Orientation calls – Tracy’s job makes her unable – when?

Occupation Hubs and CoC’s (from Michael’s e-mail)

8/9/12 – two sets of notes
Attendees: Andrea, Cal, Jackrabbit, Chris, Tammy, Larry, Nate, Jackie, Tracy, Jay
Facilitator: Cal
Notetaker: Jackie (notetaker: got on call 10+ min late; not sure if another notetaker)
Apologies: Gordon

Report Backs:
Admin
Andrea finishing Admin report
Outreach
Jackie – We continued discussion about onboarding volunteers both in Outreach and in IO;
talked about what kind of involvement IO should have at regional and national gatherings, what support we could give like the all day open call on MayDay and July 4th; and having a presence at these gatherings.
Two agenda items tonight, discussing the main spreadsheet for volunteers to work from again, and a suggestion for each subgroup to create a short mission statement and list of tasks.
We also began discussion of our budget for Outreach. Reminder that Jackrabbit sent out an e-mail asking each subgroup to create a budget, so Finance can move on with getting fiscal sponsorship set up.
TA Traning and Staffing
Chris – one person on training – Edythe, interested and nervous, brought her on a call, let her play around and bring along; not much else; ty Jackie for checking in on calls.
Cal – ppl will be coming from ng vision group to get trained
Finance
no one here
Andrea – calls have not been happening; Jackrabbit has been asking subgroups for Budgets to get the fiscal sponsorship moving
Larry – who is bottom-lining that, I can help out; send me an e-mail
Comms
Walt – comm group not have call; unsure …
Tracy – lost connect
Structure and Services
Tammy – spent majority of call talking about the Civis; if we should combine and how; sound like we are moving in a direction
Andrea – we couldn’t come to a decision; we need tech ops ppl to show up on the calls before moving in any direction
Cal – we made a decision to have a separate call for the Civi with all the different players involved with the Civi
Walt – on the call about Civi – it was definitely brought up by one person – a sticky wicket – recognize it is an important conversation that has begun

Call Status
Andrea – covered during Admin – numbers in agenda
Sched Cancelled Held Particip Avg Max Min
14 2 8 110 13.75 24 2

Old Business
a Hub Issues/ Update / Busines
a.1 Transitioning to new IO Tools on Hub and Beyond
Andrea – Michael is going to have another IO training website training call either 20th, 21st
still going to move docs to notes.occupy.net
not moving to Redmine for now – talk to Badger
Walt – Michael is not on the call
Andrea – 3rd thing getting rid of forms and using bulletin board – not ready yet
tabled:
a.2 Virtual workspace / Project Management Tool Migration
b. Web Update / Stats / Business
c. Feedback and Mediation Update
d. Newsletter?

New Business
Outreach request
Request a list of simple mission statement, a list of simple tasks from each subgroup for volunteers to plug into
Tammy – 3 things mission statement, tasks and ?budget?
Jackie – talk about tasks, regular subgroup tasks, second group of simple tasks we can give to people who don’t necessarily want to join groups, put in classified
Cal? – There will be a few subgroup calls before next week, can we be sent a reminder
Jackie – will send an e-mail
Onboarding process review
Tammy
reads the proposal; https://notes.occupy.net/p/H7yO8MNnRN
reasoning behind the orienter is for outreach to have idea of what’s going on
Cal – is buddy system not in effect?
buddy system has been replaced by this – it added a extra step
Cal – who will be responsible for putting on the spreadhsheet
Tammy – orienter
Cal – a master list where we can see all the volunteers
Jackie – has been entered on other Orientation running e-mail list; will be on this one after passes
Tracy – can speak to that – working long hours – if it’s something needs to be done, I will do it
Cal – who populates the spreadhsheet
Walt – sounds like who is going to build this spreadsheet
Jackie – it’s built, but not totally populated
Cal -
press 2 for passing; passes unanimously; Tammy and Jackrabbit not voting
Jackie and Tracy will get it going this weekend
Outreach to existing occupy groups
Jackie – has been on agenda a while – chatted with Michael before call, he agrees it is happening organically; let’s table – oh, Michael said something was coming in a few weeks, and we might revisit then (later note – think was bringing on individual Occupy hubs, have a chance to work out the kinks, then reach out
Cal? Walt? – move item to bike rack
Larry on outreach if you don’t remember the contact list – not sure if i mentioned before – going to take info and build off the old list with a lot of the outreach steve did on natgat; think andrea and dana are doing that on sunday – excited; details forthcoming
Midwest agenda item
Chris – brought up two weeks ago; Detroit Aug 23-26, I’m part of planning committee; came over some things wanted to run by the group – they love us; we can do whatever we want to do, booth, visioning, meet-ups
Tammy – 1. reuse the sign up sheets that we used at NatGat; have a table to sign up; 2. use flyers leftover – Andrea has; 3. meet-ups we can do if they want; 4. visioning, need to get facilitators set up for that
Larry – out of the pervue – you are on the visioning group – people really interested in continuing, get ahold of me
Tammy – listed a bunch of things – do you need anybody to do those things or do you need someone
Chris – forgot how much overlap there is, we’re not visioning, so need some contact there
Tracy – going, let’s use tempcheck at occupy.net
Chris – will check out
Tammy -let me know when we can do the call to train fac.
Chris – will get in touch with people in Detroit and get it going
Jackie – notes. having trouble with connection
Larry – impressed with this call; less bickering, etc., indicative of the work being done; Midwest is encouraging; good job everyone
Jay – been busy read notes; new job – will send out a doodle about finance;
Cal – visioning process in the Midwest, imagine some improvement to the process ; we can come up with 1.1 version
Check outs
Cal – will not be on next week’s call; glad to have a quick call, light agenda
Tracy – on late, computer problem good week look forward to
Jackie – sorry I was late, having trouble calling in; yes, good call, good work.
Cal – try the 510 number; 503 least reliable
Tammy – reason calls are getting faster is because more work being done in subgroups and that is empowering
Walt – good work – evolution, storm, norm, perform, thanks Cal – good luck everybody – out
Chris – excited about Midwest – wasn’t on call last week, and really missed the call, glad to be back, ready to get to work – love you guys take it easy
Larry, Nate – sorry – snide comment about good job 2.0; vision 1.1. if Chris is willing to get together
Nate – thanks everybody – echo what larry said – proud to part of this team

Goodnight

http://notes.occupy.net/p/IO_Planning_Call_Running_Notes_Doc

On Agenda doc
Notetaker?
Notes:
Admin: Andrea gave an update
Outreach: Jackie gave an update. Subgroups should create vision statement and list of tasks, Talked about budget.
TA Traing and Staffing: Chris. One person on training call. Cal, People Visioning group could be up for training
Finance, Andrea, Call didn’t happen. Email went out from JR. Larry can help bottom line the sub group, having done some of that for NatGat.
Communications: Monday call didn’t happen.
Structure and Services: Tammy, Focus on Civi(s), complicated and controversial. Issue brought by one person and concluded we should have a special Civi Call.
Call Status, see below.

Old Business:
Hub related: Another training call getting on schedule. Migrating documents starting to happen. Using bulletin board is still getting ready to be shown to team.
Newsletter: Nada.

New Business:
Outreach request: Tammy, 1) Simple mission statement from each sub group 2) Simple task lists for the sg. 3) reviewing the onboarding process and coming to consensus. Jackie, 1) List of tasks for the call will be helpful for the call 2) Another list that includes one-off jobs for classified section of the web site. Folks could go direct to a task and not necessarily have to join a sub group. Jackie to Email with a formal / reminder email to get the above done by next week.

Onboarding: Was covered in an email and want it temp checked/approved. Read it? Tammy reviews the process described in the email. Question and comments: Buddy system gone? Yes, bottom-liner is now taking that over so to speak. Cal requests a spreadsheet list as centralized management tool. Who will maintain. Orienter adds to list, bottom-liner then manages info input thereafter. Tracy, she will build the spreadsheet. There is an existing spreadsheet but not formatted as per the proposal quite yet. Vote: Caries with all 2s.

Outreach to Existing Groups: Michael wanted to talk about this, there is a document to take ideas, table this for a future time. This is bikeracked. Larry, we will be taking work of NatGat outreach and use that info for our IO outreach. Stay tuned.

Midwest. From two weeks ago, Detroit gathering coming up, Aug 23-25, organizing team is open and welcome to whatever IO wanted to contribute (booth, Visioning process possibly). Tammy, Reuse sign up sheets and brochures/flyers. Could organize Meet-ups, Could do a Visioning process. Larry good to help on visioning. Cal, Visioning crew trying to schedule a call. Chris, booth is easy, processes may be more effort and need a temp check? Things are forming. Tracy, Ready to help. A temp check can happen with on-line tool. Tammy ready to help with a call to train facilitators. Chris will get that call organized.

Anything else? Jackie, notes taken on notes is running into bugs and glitches. Larry, Impressed with this call, very good work getting done and reflected in how we are working together. Jay, New job focused, do a doodle for Finance call. Cal, vision process could be improved and could have a refinement conversation for changes at the midwest gathering

https://docs.google.com/document/d/1Haq0Eh0VxGKgudQAfesL2xW9NIixfbRDHTo4gH0XV5w/edit

Attendees: Walt, Tammy, Andrea, Jackie, Jay, Cal, Tracy, Gina, Jackrabbit
Facilitator: Cal
Notetaker: Jackie
Apologies: Gordon

Check-Ins:
Walt – good
tammy – unpacking
Andrea – in the sticks, in a great room at a couple’s house – her private bathroom is bigger than her NYC apt.
Jackie – This time is turning out to be a bad time for me.
Jay – well; continuing to multi-task
Cal – getting off Structure call with Walt, Tammy, Cal; housing situation stabilizing; first time in seven years won’t be moving every few weeks
Tracy on

Report Backs
Admin
A – continuing to post on newswire and hub setting up; met with Dana today to go over Civi; hardcore civi session next week; calls going well whether no recipients or no show – cancelled one that was not good; good call yesterday – the leader of the Icelandic casseroles movement; talked to Gordon about taking over call scheduling – he’s amenable to; concerns about urgent call proposal – keep as is and then Gordon can repropose as he has concerns
Jackie – sent e-mail to Admin about each of us learning admin jobs; working on.
Outreach
Jackie unprepared – continuing working on onboarding; CoC’s
Finance
Jay not too much – emailed out about calls; not sure about this week – info on sponsorship action
Comms
Tracy – couple of new people; Michael…soc media…
Structure and Services
Andrea – onboarding Occupy Stories as a hub – story telling of people form the movement; Walt and a few others working on finessing the tags and taxonomy of the website; continued the converstaion to continue to use our mailing list list.io.net or lists.occupy.net – couldn’t make a decision
policy or should we have ownership of the contacts aggregated through hubs and sent? thru the civi – Badger will talk to this person to figure out how they want to work it rather than creating a new rule because of one person
tech side wanting to replace forms with a bulletin board instead – can look at next week and we can look at and see how it looks
Tracy -Joe from Occupy Stories will be involved with comms subgroup doing pr
Walt – calendar – now has a button; drop down menu work has various calendar choices; behind scenes moving to——–; new categories in media – bulletin board, the crowd tangle facebook when we get taxonomy of categoreis can do a new user survey so new users can be categorized. other tools suggested to use with/instead of the hub
tab to use on the hub for tools not in our suite be used by the hub owner 2) 3) start a wiki page where people can suggest tools and best practices; maybe wiki team, get started, start a e-mail list – cgather wisdom around the network
Tammy-
occupied stories – not have a — for them, will have a feed to pull in stories
Call Status
Sched Cancelled Held Particip Avg Max Min
8 0 6 85 14.7 25 8
Andrea – contact when calls have no one, one person, no fac; in the past, if 2 calls happen like that we e-mail and then theycare removed
students convergence – shot him an e-mail
Bank Justice not sure
Jackie – one person, not happen
Tammy – completely her and Nate’s fault

Old Business
Hub Issues/ Update / Business
A – 50 hubs – M and A create as come in – how hubs are doing, some active and great others are not – 3 hubs that are all to do with student debt and the strikes, so e-mailed about that to see if we can consolidate; (more – missed)
Jackie – Is is possible to get web site stats, like we get the call stats. are we doing more business, more clicks or whatever
A – states some stats – missed – 11K hits total – yes, more clicks – include the stats – admin thing
Tammy 11K unique hits or in general?
A – 9441
Urgent Call Proposal
Cal – if an IO member is a no show, turned up one person was on call – ?
Andrea – came out of Gordon’s point that many ppl in IO have not shown up for own calls, a few have done it, so Gordon disagrees – Andrea is happy to take it out and wait for Gordon to bring to group in future
Cal? – What is accountability for not showing up on calls esp calls req by other
Andrea – there’s a few times that, Oakland, Trayvon, Nato was always me with Jackrabbit and Joan – it may be fair if a call request comes in from …
Cal – accountability is taking us off topic
Walt – getting down into minutae – can we vote
Tammy – concern with IO person not showing; Bank Justice call that she didn’t show up; last minute calls more likely to be there – wierd that a call req, wierd that a call by us is ushered in but by others is not
Tracy – one time back in June, getting ready to get onto call, then had internet issues; have open mind about that
Cal – should put another item on agenda, accountabily for not showing up
Andrea took out first paragraph
take a vote
5 2s; 2 stand asides PASSED
Newsletter
Andrea – will need someone who can check the links weekly – can anyone do?
Jackie – did for first week, can/will do this but should let everyone know I will be pulling back in Sept and October before daughter’s wedding. Will not ake on any new tasks. Will do for this August and need someone in Sept.
Tracy- will do in Sept.

New Business
Transitioning to new IO Tools on Hub and Beyond
Notes on Google Docs or notes (etherpad)
One spot for IO Docs

Cal – in structure; still using google docs on structure and here
Andrea – would like us to move to notes; main reason is google privacy notes
spreadsheet diff story bec notes doesn’t have that – emailed Devin – is not at the moment – there is a server that we could do it on
Cal – other thoughts
Walt how to go about transition – how many people, who does heavy lifting and how do we get started
? s17 call and got up on the notes call
I don’t know about changing the color, the colors are no good for his eyes – wonder if we can adjust someone else’s onour age to read
trouble visually with the notes files — google files; Andrea – tables use for agenda
Jackie – about the colors, found it’s all or nothing – you can’t just have colors on specific areas; spellcheck – much more proofreading work
Cal – is this etherpad a – yes
Tammy – I thought you could get rid of colors
Cal – we need to find out more about colors and tables – would prefer more functionality
Walt – edict to transition to as many tools as we can – need to temp check objections to move to notes
next step how to spread notes around and how to transtion
Cal: favor of beginning the migration over to notes press 2, if not at this time, 3
5 twos, stand aside and an objection from Cal – he’d like to have more
A – spreadhseets not migrated; Agendas should be migrated over
Walt – distinguish between a table in a word doc and a spreadsheet – question to Cal – ready to block or consensus
Tammy – hates the colors too migrate but don’t use colors;
Cal – for internal housekeeping docs we can not use colors, but in brainstorming sessions it is useful.
Cal removes obstruction
Carries – passes
One spot for IO Docs
Walt’s how to transiton
Walt – transition – doing ad hoc basis may be okay
Andrea – first things first – transfer over docs most used
if we want maybe we can transfer over tonight’s or download offsite and delete off online; have a digital copy but not line
transfer everything;
or pick a date and transfer and keep rest for posterity on digital copy
Tammy – cool with that where will they be so everyone has access
Walt – leaving in google docs and must rechange sharing so people can’t go and change things
Tammy – if we are going to move google docs, we should move all the way
Andrea – point off google docs – so must use all; like to come back next week with a clear outline of an action plan and then have approved by y’all Walt twinkles
Cal – when it comes to the agenda docs so we have all our agendas; cut it off by some arbitray date
Jay – supportive, but highly reccommend – feels better knowing that they are on someone’s hard drive, rather than just being on a server; would rather have an inidiviuals hard drive esp after all the trouble
Andrea – 2 things active agenda going back 3 months – not cutting it off – the entire thing will be transparent
old agenda docs from Nov to May – that we don’t even use anymore that no one touches – hasn’t been accessed in months
Andrea – always downloads all of our shit every couple of weeks; will be sure to have all old notes accessible
Cal – opens Gina, don’t think your buttons are geting through
Gina – has been pushing buttons but not showing, but nothing to say now
Andrea – bring back pro next week
Virtual workspace / Project Management Tool Migration
Andrea – and Michael talked about this very issue – project management – didn’t settle on plan or idea and continue to massage him into a decision
Walt – be supportive of what Andrea said; concern about the tool is job one and being thoughtful is job 2, but something to keep looking at – no rush
Outreach to existing occupy groups
Jackie – We tabled last week to wait for Michael – think he made the doc; have since looked more closely and see that people have signed next to groups they will Outreach
Tammy – wrote that and hasn’t looked make in ages – standing agenda item
? – want to ake this a standing Agenda item? in with Report Backs each week.
Feedback and Mediation Update
Cal – feedback would like to table until next week
Jay – one minor thing – looking at the doc, someone added comments, made Larry’s 3 step process into 8; not sure where to go with that
Gina – that was me; should get together on this
Jay – get together on that and hammer that out – also willing to pass the baton to you
Gina – let’s do that – get together
Jackie – about the comments – red, Gina, green Jackie – last week’s call, we were encouraged to comment on and give feedback – no one else did
Cal –
Gina – conflict mediation
Jay – no prob with comments; original process of larry’s was there
Cal – suggests don’t remove anything use strikethrough
use names, not just colors
member removal process seems highly ? for our group;
we definitely did not want to do evaluation
member removal process don’t remember
Andrea – we didn’t have any convo about that
Jay – the member removal process would be part of mediation process; get rid of conflicts of interest, repeats the process on the doc
Cal – conflict resolution, not conflict of interest
Jay -yes, meant to say conflict of interests; issues
Cal: anything else to discuss before checking out
Gina – Jay’s address
Check Outs
Gina – have a good evening everyone
Cal – back to back facilitating
Jackie – we are working on outreach mission statement
Cal – reactive to an outreach agenda – talk about on e-mail, Jackie
Andrea – good to talk – back in town sunday
Tammy – good call; mission statement for outreach, not the whole group; not responding to email, will be back to it soon
Walt – remembers from f2f mission statement for all of IO needing a little tuning; best wishes to Tammy in her new spot; looking fwd to downsizing for the next year in my life
Cal – yes was referring to whole IO group mission statement

InterOccupy Outreach Subgroup
Agenda & Notes

8/7
Check In
Jack Rabbit
Misty, Daniel
Jackie
Tammy
Tracy

Old Business
contacting volunteers
need help calling – Jack will help, misty
Tammy – used to have a task list, now putting folks into groups; could put tasks into classified as a direct link to get involved; for ppl who don’t want to go through orientation but want to be involved
Larry – breakdowns that joan did a while back; Tammy – helpful to do an addition to put on the about us or in the services – could do for other groups
Jackrabbit – would be useful for outreach, relatively comprehensive list of tasks easily done; also seems like kind of thing, maybe not role for outreach
Misty – good; get GAs to endorse IO, have liasons – bring a proposal to each GA – that could be a task concrete; take the list we have so far, take the list from the vision and make art; we want clean food, air, environment – something people can do; spread word for IO on facebook; using website – a little complicated for her, but prob avg – people are on facebook
Tammy – not concerned with doing the work of occupy but to facilitate communications; facebook, putting small tasks up on the site – need to be in touch with volunteers
Tackrabbit – expand on Tammy – we are not at the point wher we have those kind of tasks to dole out yet; needs to have…
Jackie – training again for website
Larry – all can be combined – Misty’s emphasis on people relating to things; people wanting to help with specifics, need to be part of IO to understand tasks, but don’t brush off
Misty – understand that the outreach group…
Jackie – explains CoCs, subgroups
Tammy – list of subgroups and what they do
come up with small tasks – involve with with IO
continue with orientation system, better follow-up to get people involved; orientation system – the follow up is the major question to address
Jackr – ask subgroups to provide tasks for each group Thurs nite agenda
Misty – in terms of local organizing in Georgia, have conversations face to face with people
Tammy – IO connects people around the country, help and facilitate the communication between them; now the hubs, coordiante with various tools – the planning team is more to facilitate that communication
have on our website news, announcements, resources etc that can be submitted – have many calls a week; tonight s17
agenda item – bringing in new volunteers; building and maintaining lists from around the country; new piece is bringing new people into the movement – in the works
Jr – info about IO that is on the website
Tammy – Jackrabbit, put on agenda provide tasks and should be put on classified – are there small tasks we can put on agenda

onboarding flow – google spreadsheet for bottom liners https://docs.google.com/spreadsheet/ccc?key=0Ah3I8WTDRzzpdHpid1pOUTJHSHlHXzZjUmxxalV1NVE#gid=0
decide if bottom liners put on spreadsheet or Admin or Outreach – (Thurs night again? special bottom liner call? continue through e-mail – two responses, Cal not like, Andrea liked)
decide length of time to wait

Proposal
tracking spreadsheet: https://docs.google.com/spreadsheet/ccc?key=0Ah3I8WTDRzzpdHpid1pOUTJHSHlHXzZjUmxxalV1NVE#gid=0

1. Interested individuals (volunteers) attend the orientation call
2. The orienter adds the volunteer’s contact info to the tracking spreadsheet
3. The person who gave the orientation (the orienter), connects the volunteer(s) to the bottom liner of the correct subgroup as well as admin
4. Admin adds the volunteer to the right subgroup e-mail list, and welcomes him or her to the list
5. The subgroup bottom liner responds to the e-mail and invites the volunteer to the next subgroup call or asks the volunteer to take on a specific task that is needed
6. If there is no response from the individual within one week, the bottom liner (or someone from the subgroup the bottom liner asks) gives the volunteer a call to invite them to join the subgroup
7. Once the volunteer attends a call or picks up a task, the bottom liner contacts the orienter and admin, and asks admin to add the volunteer to the all IO subgroup
8. If the volunteer does not respond within one month, the bottom liner contacts admin and the orienter to take the volunteer off the subgroup list
9. The subgroup bottom liner is responsible for tracking the progress of the new volunteer in the tracking spreadsheet

Tammy will write up the order, to make this clear – take back to Thurs nite call
misty – add great to have specific tasks for each of the subgroups – some kidn of mission statements with goals; like what tammy just said, makes more sense to me;
Tammy –
Jackrabbit –
Jackie – a time constraint – if no response within one week call, if no response at all within one month, drop – no problems with this proposal

From face to face
outreach to existing occupy groups – revisit til 8/7 —
happening organically from IO members – should we go through list more formally?
autonomous outreach – we may need a new Hub for Occupy the Midwest; Jackie reached out to workers in Northern Marianas Islands; Drone people including Code Pink; FDL
Jackie explained about outreach this week – opportunities arose, reached out; workers in NMI submitted announcement, interestd in Hub, one person each from Drone and FDL interested

table and banner @ local events –
should we buy some for individual outreach folks to have to bring along to events
table until next week – need to move to budget

New Business
Budget – submit to finance by 8/17 (per JackRabbit Request)
banners
gas money (Tracy, Chris, Andrea going to Midwest Conf.-future confs.?)
other?
Larry – regional gatherings
Misty – flyers, literature
Jackrabbit – business cards
Tracy – off topic got into the notes – occupy the midwest conference; chris, tracy, andrea
Jackrabbit – seems like supporting the regional gatherings takes some consideration;
Tammy – 1)budget for what we have left or for future 2) national gathering may be giving us money leftover to use for regional gatherings
Jackrabbit – requirements form the fiscal sponsorship; aggregate a budget from IO in general – the stuff we want to do and use money for when we get it – kind of like a yearly budget thing; projected budget
Misty – changing the subject – have to get off, GA; I am interested in helping out if you give me specific tasks – to reachout to the SE states, etc. give me different tasks to do for outreach or to reach out to new people in a systematic way; that’s where I want to foucus my efforts; outreaching to new people not in the movement
Tammy – perthaps we can put that on the agenda for next week, and Misty get on call and brainstorm about that
Jackrabbit – specific tasks
Misty – if you can text me, love to talk to someone one on one about IO

Jackie – we should put everything we can think of on it
Jackrabbit – regional stuff how much have we committed to regional gatherings?
Jackie – promote IO at gatherings
Tammy – thinks we should also help support them happening;
Jackr – what does that look like? is supporting the regional gatherings something that came out of our meet-ups
T -national gathering work group – not quite happening yet – who will – Larry,Steve, Lisa — Larry was spearheading that
should we wait and delve into it with Larry – Jackrabbit will
Jackr – thought might be a good thing is support for actions; thinking specifically about what we did to support mayday; call all day
outreach – the idea of actually getting in touch with people
Jackie – banners, $20 each – 10 banners

———————————–
have volunteers look at the About page – suggest to tracy – Jackie asked Tracy to start asking volunteers to read the About page on IO.net before the call to understand more about IO and its work.
mission statement and tasks – from each group
send out a Budget e-mail to all IO – how much we will spend in a year
——————-

Outreach mission statement – get the email up – the mission statement – table until next week

7/31

Old Business
Contacting volunteers –
Tracy did 2 private orientations and they went to Comms. Third private orientation is coming soon. He will most likely be going to comms as well
Continuing on CoC lists – Jackie, Tracy will hopefully do this week

New Business
Outreach mission statement http://notes.occupy.net/p/IO_Outreach_Mission_Statement – table until 8/7

onboarding flow – google spreadsheet for bottom liners https://docs.google.com/spreadsheet/ccc?key=0Ah3I8WTDRzzpdHpid1pOUTJHSHlHXzZjUmxxalV1NVE#gid=0
decide if bottom liners put on spreadsheet on Admin or Outreach – (Thurs night again? special bottom liner call? continue through e-mail – two responses, Cal not like, Andrea liked)
decide length of time to wait

From face to face
outreach to existing occupy groups – revisit til 8/7 —
happening organically from IO members – should we go through list more formally?
autonomous outreach – we may need a new Hub for Occupy the Midwest
table and banner @ local events –
should we buy some for individual outreach folks to have to bring along to events

7/24
Old Business
orientation to occupy/interoccupy
Orientation Script

https://docs.google.com/document/d/1Keat1rFieZHSZQE91RpauRI5gTruq7xyvpopBl6c8k4/edit

Outreach to existing occupy groups
https://docs.google.com/document/d/1p7QOf07ScPu0jlC-VKHqQIoOakVrA-MaCfH40PHazSg/edit Tracy did some out reach to some groups and several are excited about hubs

Thurs. call? donej

New Business
CoC lists status

https://notes.occupy.net/p/COC_talking_points

1. add new
2. cross referencing the list – are all on new site
3. call thru and see if they are still active

Phone # posted on IO – who is doing? – Thurs. night call, send all IO group mail and check if anyone is doing. donej

Interocc, occupy contact list and public directory report back
Contact List – Steve

https://docs.google.com/spreadsheet/ccc?key=0AltmXHjjlZZ1dHlfbU5UTjNCVTN3WGJNcGh1bWNLR1E#gid=0

Follow up with new interocc volunteers – Thurs night. done – on agenda j
1. need to know if other teams had ppl join
2. revisit and go back to buddies; or bottom liner check – Thurs night agenda? system gonna work?

Tammy find tasks that Outreach would be doing from face to face – add to list – proactively collecting actions for the calendar
description of what it is that we do – a mini mission statement

Steve is proactive getting actions on the calendar – part of outreach? – added task -

7/17

Old Business
outreach push for new site – launch parties for IO.net
https://docs.google.com/document/d/1IMFP4cZFzyYkdefxhNJcJzCv4VHuqUziAhYuQ6ZmGQA/edit :
suggest ppl have parties and talk about natgat – report backs
could include in the call process
a google hangout with new york and others – google plus to do hangout limit of 10; look into – m
t – ask that question on the call on monday
Press Release (Nate) Moved to Comms Group? Most of the following moved to Comms Group?
m – drew on board, reached out to pr, ppl starting to get involved
- Ask writers to independently write about it (Michael)
- Ask Miranda from MSNBC if she actually wants to cover it (Michael)
- Have a pre-launch all IO volunteer call to explain the new system – done 7/16
organize launch parties locally
- Get all the twitterers to tweet it. (Brandi, Joan, reach out to Sean and Dicey)
- Article and/or video on Occupy.com (T e Jackrabbit, M do own?)
- Get it on nycga.org, occupywallst.org, occupywallstreet.net, occupytogether, M15
- Leverage CoC list

on-boarding volunteers – T, M gone thru lists and assigned to groups, to bottom liners?

https://docs.google.com/spreadsheet/ccc?key=0Ajhryp5gyTkvdFJFVkxDMVNtdlAtODlPbmg2TGNNWkE#gid=0

orientation to occupy/interoccupy
outreach to existing occupy groups

https://docs.google.com/document/d/1p7QOf07ScPu0jlC-VKHqQIoOakVrA-MaCfH40PHazSg/edit

Web-based outreach strategies
– SEO
– Link partners
– Offering banners to hubs
IO.net content update

New Business

From IO Table sign ups:
announcement/newsletter sign up lists: that list would be imported by dana.?
Yes, this list should be imported by Dana
who is going to set up our celly ? who will run this daily? weekly? what’s needed? — comms
Comms should be cetting up our celly. Once we do, everyone who wanted to join should be invited. Anyone know how we do that?
invite to join the (orientation?)call: those who signed up for maestro training to chris, and those wanting to join IO
Can we do a queary and send an e-mail inviting everyone who signed up to teh appropriate call? (The orientation call for IO, Chris’s training call for maestro)
creation of the public directory – who?
This will be a discussion on the lists call set to happen this week

CoC sign ups… jackie, tracy will do it now

orientation to occupy

anything new to add informed from Monday night’s training call? regular trainings? structure conversation

Start to use Agenda on occupy.net? https://notes.occupy.net/p/IO-Outreach-Agendas
When? How long keep both?

TEMP CHECK: We have new members. Do we need to revisit time of call? js – tabled – proposal 5:30 on Tuesdays

Notes:
take here live; deposit in http://interoccupy.net/interocc/; delete here.
onboarding vol – wrote out who should be in – go back and send to bottom liners
bottomliners will onboard
tr- thinks e-mail and then follow up with a phone call
last week there were 8 ppl, one didn;’t share – 7 need to be onboarded
brandi went thru and fac and tr took care of stuff on the background – asked ppl which group they wre interested in joining, not orientation script
tr – opening orientation call spreadsheet
update orientation script too?
tammy will write, send e-mails to people and bottom liners who should follow up

CoC lists

Reportbacks:
Calendar: New button to submit an event. Drop down menu is changed to be able to see various “looks”. Meeting of tech team about framework. What we were using for hubs is slow. Drew will work to use a new framework that is faster. Media: New categories. Where to put the media feed is in question. Link to new hub page layout is above. Bulletin Board is new and what to name it not yet determined. Buttons are changed to discern between an internal link and a link outbound.

Forums: Problematic to do hub centric vs IO wide forums. Solution is to go to Bulletin Board tool and do away with Forums. Making the change would make the Forums go away and thus a transition would need to be managed and communicated.

Training/orientation calls – getting these started. – Badger 8/2
Just want to keep this in front of us. Cal: Get a team going? Tammy: A monthly call be about right? Outreach take it on? Record “How To” material. Michael ready to do How To videos, just waiting for the web/hub design to settle out. IO Hub user call (advanced training) idea. Have users on the training call also talk about what they are doing (when appropriate). Basic Hub Training and advanced Hub training calls is a way of differentiating. Perhaps one of each per month. No decision just idea sharing on this.

- Civi policy for external groups – Badger 8/2
Hub subscribers go into InterOccupy.net civi and Hub section. What is policy as who owns the list? InterOccupy newsletter automatically opted in. They suggest not to do that and instead have an opt in button. A long discussion was had about opt in or opt out as a basic policy. Temp Check: Policy is to have Hub subscribers enrolled in the newsletter. The check is Approved.

- Lists – Badger 8/2
Occupy.net list vs Interoccupy.net list. A small cost for each list. IO.net list is part of hosting plan and thus is free. Occupy.net has more robust interface and admin that may be beneficial. Cal, are there differences in mail man? Andrea thinks it doesn’t differ or matter that much. List conversation needs Dana in order to make the decision.

- Occupied Stories – Badger 8/2
Communication team, newswire. How about individual stories like at Occupy Stories might be cool. Could we invite Occupy Stories have a feed to our site or a place for them to post their material given we/IO thought about doing it. Temp Check: A general section for Personal Stories into which a feed from Occupy Stories would flow and their content identified. (Positive result) Name of section TBD.

- CrowdTangle InterOccupy Network (Walt 8/2)
This is moving forward. Need to create categories and surveys people will answer when they join the network. Cross pollination between site and facebook network will be important.

- Taxonomy Work (Tag Harmonization Continued and Expanded) (Walt 8/2)
Starting to move forward. Call/Google Hangout to get to work on it. Could be two levels of work. Pay attention to IO.net to inform categories and also pay attention to taxonomy from the almost one year history of occupy.

- Other tools suggested by users (Cal 8/2)
What do we do with tool recommendations. Such thing could be directed to Occupy.net. Tab on a Hub to link to other tools. A repository of wisdom / resources related other technologies/tools and best practices. Create a wiki page for other “organizing” tools. Perhaps just use notes doc for now. Or… (Temp checked positive) let’s get a wiki page started for tools. And…. focus on wiki, a team, and an announcements for a bundle of pages open for contribution. Who will get that going (????) and who wants to get trained on Wiki (walt and cal)

Admin Subgroup Andrea Please fill out the form on the website. My email is blowing up everyday. And it will take longer for me but it will give us a record to get the calls in order. I will be talking to Gordon this week about hub. Micheal wrote up a very fine how to, a very good step by step process.
Badger – Forms are hidden – go to interoccupy.net/forum Sign up and I will get you access and you will then be able to see them.
Walt -adding to agenda to talk about changing over to the new list serv.

Outreach Subgroup Tammy – we went through and tried to bring all the people we had going through the orientation. So we went through and sent them to the bottom liners and asked the bottom liners follow up. We sent out all the emails to the various meet ups and in addition the email lists from natgat will be imported into a list. Celly list and invites to orientation. CoC – actually do have people signing up for these. . Jackie and Tracy checking lists.

TA training & staffing V
VChris – There should be on the new business agenda the new curriculum that is all drawn up. On Monday, had a person in training who had to drop off and I will train during his call. Wants to see how everybody likes the curriculum and if we are all good to go.

Finance Badger – did the hub demo training on Monday and it went really well and we created a video of it.

Tracy – direct response – a recurrent call for this would be a good thing since we will have new people coming in.

Walt – put in a new agenda item talking about quality.

Andrea – Asking if Chris wants his new training manual approved by the group or not? Do you need an extra set of hands to help will training. Finance call, she and Gina were on the call for 30 minutes. Had to fill out forms for fiscal sponsorship. Center for transformative action and I had to read the eligibility requ. And Faq and principles for transformative actions. Had to email and fill out a form and finally will get a phone date. Will talk to Jack Rabbit.

Walt – agenda item in to cover Chris’s training and new curriculum so we can pick it up later in the new.

Communications Michael – we tried to get the newsletter to go out this last Tuesday Morning very early on Tuesday Mornings is what we are aiming for but we didn’t get it all up so we are aiming for Next Tuesday Putting up a template. Next Monday will be the next communications call.
Tracy – trying to get a sense of what types of tasks we have to do with communications With Celly have a call list to get people trained up on Celly. People who want to message out should be able to do so and we need to be able to do it quickly and efficiently as possible.

Structure and Services Badger – Just got off Architecture and services call. Hubs may be call something else. Moving forward with two test cases. Setting up test cases for next week. News Wire Occupy News media aggregated and augmented with other media. Event Calendar, we are actively going to curate the calendar, Andrea, Steve and Walt will be curating that Integrating New WIRE Posts with twitter and facebook and all of the comments will come into IO website itself.

Call Status N
no one stepped up.

Calls Scheduled Calls Cancelled Calls Held Total Participants Average per Call Max Call Min Call
11 0 10 75 7.5 18 1

Old Business:
a. Choosing bottom liners for subgroups Tammy 7/12

Update 7/19
Jackie. OutReach. w Tammy.
Cal: SS. offers more than one. Badger.
Tracey: Communications. w Michael
Jay: Finance. encourage Jack. to help w that too. Vivek also a new volunteer.
Admin:

how to move forward?

https://docs.google.com/document/d/1yVFUKYQF9uJZtCfRmLZPomYvZKF47dsMZB37bFHsG7E/edit

Tammy – completed last week.
b.1 Call quality, quantity and call guidelines Tammy 7/12

Andrea 7/19 77
7/19/12
Andrea – guidelines were approved last week and next week “urgent call guidelines” will be rewritten.

Walt – Ask Micheal how the approach of soliciting lots and lots of hubs and is there a relationship with the quality and the quantity of hubs.

Badger – so far feeling really good about hubs created. There hasn’t been an avalanche and we seemed to have done a good job communicating what hubs are. – Wants to email to hub editors and give them tips on ways to use their hubs well.

Walt – asking about orientation about using hubs. Possibility to having a call with the hub directors later on down the road. Is that idea close to what you had thought about.

Micheal – good idea, but the first step is the email which is separate from the training call. And Walt’s idea maybe okay for a once a month thing.

7
b.2 Hub quality, quantity and Hub guidelines Walt 7/19 (5 min?) A quick touch base / status check on this is all I’m suggesting for this item. Michael and team may have this well in hand.
7/19 see b.1
c. Urgent Call Proposal? Walt for Andrea 7/19 Walt – that was covered.
Andrea – we covered it

d. Newsletter? Walt for Michael 7/19 Michael – covered it

New Business
a. Feedback and Mediation Tammy 7/12 Jay – Have worked on evolution as well as evaluation system. Look it over and will there need to be more writing on it? Driving at the moment but maybe could talk about it – something about mediation system.

Walt – clarification

Jay – Cal wants to spend more time on evaluation process and feedback system. Cal has created two unique systems. They are on hold for editing. Adding to Mediation process – adding step four of getting an outside mediator and step 5 would be to go through the rule process which is a little more in depth than just voting on it.

b.1 interoccupy.net lists and forums Tammy/Badger 7/12 Tammy/Badger 7/12 nothing to add

b.2 Transitioning to new IO Tools (google groups to “lists” for example) Walt 7/19 This could be a standing agenda item on this call for several weeks.

Walt – we might want to approach the transition into the list serv in a little more systematic way. We might have to huddle from time to time to make sure that everyone is supported and has what they need.

Tammy – difference between being added automatically and being asked to add ourselves.

Andrea – list for subgroups – can be automatically added
list for civvy that is a Dana question but you don’t have to accept the invitation.

Tammy what is the moderator has to approve thing?

Andrea – I made Tammy a moderator of subgroup and has to approve it but you don’t have to worry about it because I get the emails too.

Tammy is it possible to un moderate those lists?

Andrea – I haven’t figured out how as yet.

Walt – working inside lists, moderator interface and user interface. i would like to know more about how those lists work.

Andrea – there is a user interface, but there was some static about leaving Google and I decided not to do this until we decide for sure that we are moving. Everything you can do on Google you can do on this but it isn’t pretty.
Walt – what is the easiest way for us to all get trained so that we are not bothering Andrea with this. Maybe we could put it on the agenda next week.

Andrea – maybe the best way is to just list the subgroups, and the archive url and the user interface url.
If that isn’t sufficient then yeah, let’s do a training call.

Tracy = Is there a possible to do an IO wiki?

Andrea – if it is public no, if not okay.

Tracy is our IO wiki public?

Badger – Everything on the wiki is public.

Tammy – we could write it out and put it in our forums and we would have it there rather than searching our emails.

Walt – have we made an official decision to move from google. If so maybe we should shut down the google groups to shut that door.

Tracy – if we as a group have made the decision to move?

Walt – it may be helpful to have a target date to shut down the google groups.

Tracy – question = should we shut down the google groups in two weeks?

Tammy – how many people do we have on the call?

Tracy = we have 6 which is our quorum.

Tracy – we have 3 2′s 2 4′s and one no vote. Not sure how this works.

Walt – I was one of the one who stood aside – the way I would interpret it Andrea and Mike could put that out to the group if they choose to or they might choose not to.

Tracy – this conversation will be tabled for next week

c. New Maestro training manual chris via andrea 7/17 https://docs.google.com/document/d/1mfjBbEwvcyilOcJ1M_sCqDizYwEcOJzRlZ-bZI2TSXg/edit

Andrea will check to see if Chris wants us to vote on it.

d.
e.
f.
g.
h. Bottom liner for next Thursday call cal 7/12
Andrea
7/26 Bottom Liner for next call – Andrea.

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Check-ins:
Jay – is well, job..,busy, little time to catch up on IO
Walt – Minneapolis, MN – dynamic tension of deep love and frustration teaching him computer; epic and archetypal thing happening – taking care of Dad.
Tammy – moving, packing while on call
Tracy – worked new job, no sleep 100 dregree weather in Indiana, tired, may drop off
Gina – Hi – trying to figure out how to use dvr
Jackie – discombobulated – will check before I give a littany. check.
Jo – mute?
Andrea – tired, fine, taking dogs out; work’s been ridiculous
Cal – just got off prior call – week back from 8 wks east coast; structure and services call rock n rolling; hope this one too.
Chris – are there notes? – not able to get on the call lst week.

Report Backs:
Admin
Andrea – posting, hubs, events, newswire; need to doodle Admin people and see what tasks people are already in and can do; Gordon wrote an e-mail w/concerns about porposal for guideleines and incorporate what ideas he has and then send out to everyone else
—- have bottom liners for every group and for this call. Gordon may be back to doing tasks soon
Gina – nothing from Admin – am I on mailing list.
Andrea thinks so but will double check with next mailing.
Outreach
Jackie – CoC’s, onboarding new volunteers, a few more items on the agenda
Tammy – on boarding — don’t know if it’s on the Agenda.
Tracy – Tuesday Orientation had 3 people, 2 to structure and services; two to her wanted to get on call, but couldn’t; will do private orientation for them
Jackie – it is on the agenda
TA
Chris – had call went smooth, no issues; had two; one dropped off; breezed through ok.
Finance
Jay – not too much; call didn’t happen, next Aug. 1 – the later time; need a work call; calling and checking with fiscal sponsors
Comms
Tracy
we have distributed first edition of our newsletter, unforutnately the day before there was no call; I was going to facilitate, lost internet(?) looking into four or five dedicated people for a social media team; setting up celly loop; new tasks
Joan joined – glad to be on the call
Structure and Service
Cal -will give when he gets notes up
have a baker’s dozen;
drop down menu for calendar – will do the filtering – less instruction intensive;
talked about working on the names of things;couple working on already; get movement writers cooking; first go rounds about services hubs; request one time calls – modify the form; sub-parameters and guideline; process – deal with enforcement of guidelines; do we need guidelines?; bring to larger group; still have 7-8 other items on the agenda, full agenda
Gina – excuse me – structure deals with entire website, not just calendar?
Cal – web tech group folded into structure
Call Status
Sched Cancelled Held Particip Avg Max Min
13 0 10 112 11.2 28 1

Old Business
Chris – what do we start with
Gina – last week – Chris –
Tammy – hub quality; urgent call proposal
Urgent call proposal
Andrea – call guidelines approved; huge e-mail about it; this feels moot; thorn in the side of call – continually postponed; out of ideas and totally frustrated
dr Tammy – maybe one on one with Gordon; he can’t be on calls til Sept.; don’t need this discussion on here
Cal – agree with much of Gordon’s sentiments; separate out the issues: 1. TA not showing up; 2. quality of calls; a list of more simple issues
Andrea – this is all IO – Jackie set up a notes doc to put all our document links into.

New Business
Project Management tools
Walt– Chris mentioned something, I think wigglio; Michael looking at open source & appropriate for suite of tools we have; a heavy lift to get on but worthwhile; transition from all tools we have been using to new tools, clear on that; any comments, input?
Andrea – To Do List of things that have to happen before
one thing – the notes.occupy.net; get off google docs; forms, updates, minutes have to be in habit of doing it; move to minutes right after calls, meetings
Wiki – start using – was at CIVI CR Wiki training, subgroups orgs have to be diligent about documenting process, not just..
how to create a list on MayFirst and Hub
e-mail forms
Michael – Hub documentation, Calendar, importing feeds, etc.
All these have to be documented so that the knowledge doesn’t go with someone when they leave.
Gina – occupy.net uses Redmine for project management – intereoccupy.net has a project on that – does that answer, help answer your question
Chris – would the changes in security be worth it – open source, smaller businesses; wiggio – still learning the Hubs
Walt,–> Gina who asked about project manager – general question is there an appropriate tool in that space (bigger space) whole team moving is the question – have a little something to identify space – glad you knew and could tell us.
Tammy – move to virtual work space which we’re talking about
Walt d.r – introducing the subject, and in course, identifying; we have a world of work to do before fruitfulness.
move along?
Jackie – Wiki – training mentioned before, will do when trained
Proposal – Bottom liners for a work session asap and go over the Redline, Wiki, Hub; what process is when a new project arises; open ticket on Redline whoever in charge of it
bottom line people responsible for getting trained; then help them to teach others
dr Cal – next item of S&S was training; definitely S&S prevue and will hear more next week
dr. Gina – question answered by Cal – wants to be part of Redline
dr Cal – doesn’t know that every tool will be covered by S&S; not suggested that we wait til tools set up; understand Andrea’s proposal to get bottom-liners together
Walt – friendly amendment, clarification
1) How to use Hub Tools; transition, —about open source tools
2) informed on project management/virtual management
begin to contemplate that
Press 2 for agreement for proposal – near unanimous – one stand aside
Mediation and Feedback
Cal – haven’t gotten with Jay to suggest way to give feedback; mediation/conflict resolution looks in good shape; happy to leave until next week
Jay – everyone was okay last week; hope to vote on it
Cal – prefers to leave until next week, people have a chance to read
Jay? – covered first part – old (Larry’s) three, new: four steps; actual process of removal from group is a separate proposal; example, discussion normal
evaluation – separate from feedback – two part: every quarter, self evalutation, group evaluates each person; have another evaluation then; private system – anonymous evaluation, so people can say elsewhere; separate: bike rack – create evaluation of the organization
Cal – part of difficulty – not really have a way to give feedback; way to encourage, free flowing instead of letting things linger, fester, build up
Tammy – encourages mailing the link for this so people will read
Gina – great guidelines for a corporation; too structured; encourage people to address a person, to address people by phone or e-mail, don’t see getting any more formal than that (twinkles)
Andrea – turns me off – need a safe way (twinkles)
dr Jay –don’t have to do at all – separate from mediation/feedback; vision have had – we have had this in other.. not formal, a few sentences
Gina – agree with Andrea –
Tammy – conflict vs. talk to person, then go to another level
Cal – ovrr-engineered solution on the evalution – suggest go to doc, enter feedback, revise
Tammy – I agree we don’t need to evaluate; need to give feedback, mediation; we may not be a corporation, but we are a sophisticated organization; when problematic, makes things easier – happy to go in and address on the doc
Gina – send link to doc –
Jay – will send out email and it is on agenda doc.
Interoccupy.net lists and forums
Tammy – doesn’t need to be – put aside for now
Walt – standing item
Andrea – covered – listservs internally, some people having agita; clear directions on this; put on a wiki so everyone can check out, then decide what to so with google groups; way to take offline and store them can we even get away from google groups
Transitioning to new IO tools – One spot for IO Docs
Jackie – notes doc (insert here) – to dump all IO docs in transition to occupy.net tools; not sure what happens to speadsheets? do we have a tool for them?
Andrea – believes download for google; export as –, add to appropriate, include a link to wiki
Tammy – we have a lot of google spreadsheets; if in excel, not online and editable; keep on google and tech ops will come up with something grand
Cal – louder proposal in Dec/Jan to get off google groups; rude awakening being on mailman – decision to move to that list server? moderate soreness to pain; support idea of making sure we can make smooth transition, email conv.
Andrea – 1 acknowledge that mailmain is not the prettiest
2 know tech ops is trying to develop something like a drive;
duly noted about the spreadhseets, talk to Badger about a tool, not seeing – will follow up on that
I would like a show of hands of people who will help move stuff from google
Gina – willing to volunteer, Jackie
IO Phone # on website
Jackie – since on website, wanted to check on this, who is doing
Joan – it’s fowarded to voicemail; to my e-mail and haven’t had any
Jackie – Andrea mentioned Badger, not on tonight
Gina – Jackie answered; phone call messages
Jay
Tammy dr Joan
Gina – if Joan is unavailable, is there a password?
Joan – acct set up – voicemail gets forwarded straight to e-mail, just the way it is set up; last call was about NatGat, fwded to Larry, haven’t thought about protocol
Jackie – get ahold of badger re the phone #
Jay – 1 )call it a voicemail not confuse people with a real person answering; 2) what service are we using; google voice you can connect to mulitple e-mails, forward to mulitple numbers, text messaging – sounds better in context of protests
Cal – low volume
Jay – question to Joan – what service? Joan – google voice
New Volunteers
Jackie – I’ll just read the item: 1.need to know if other teams had ppl join; are on boarded 2. revisit and go back to buddies?; or bottom liner check – system gonna work?
Tammy – on boarded everyone at once, not all still interested since it was months ago; the bottom liners would follow-up; steps 1) e-mail, 2) phone
diff. for outreach to do it; if we had good system of tasks, we could do
Admin – has two new – will call tomorrow
Cal – ten, eleven new people to S&S; only one was Gina; two were welcomed, only one who responded was M. Buell, who sent an e-mail about occupations, wants feedback
Gina – Cal heard you say my name, Cal – only one who responded to SS group
Jay – system is good, haven’t heard from people for Finance; will continue follow-up today; some mechanism to connect the circle; people, feedback; outreach, others, people, outreach, so bottom liners don’t get stuck and lost
Cal – exactly what described – Orientation; SS will contact; send e-mail and now coming ?; wants help
Andrea – if volunteer go through process, and then calls, otherwise remove from list
Tammy – last batch was —, but here were some the last week; Outreach >> bottom liner >> Andrea put on subgroup list; bottom liner to know; feedback loop from bottom liner; yes makes sence to remove; question of bottom liner – will you call if not responded to
Cal – did all these get added to all IO lists?
Cal – large NatGat
Jay – sounds good, may not be necessary; bottom – liner only concern if full responsiblity is to bottom liner and are busy – reminds the bottom liner seems helpful
dr Jackie – Cal – can give you phone numbers
Tammy – new people answered in subgroups
dr Cal
[notetaker: outreach orientation, names to admin - add to subgroup lists; names to subgroups; bottom liner follow up w/ e-mail, w/phone call - invite on call; once attend call, let admin know: get on all-io list, and invite to Thurs call]
Jay – include in Report Backs *twinkles
dr Cal – love to see like at a nurses station, each new person gets part on the board, outreach can work on the board
Walt – no discussion – have to get off
dr Tammy – we can talk in Outreach spreadsheet we have one to
Cal – people who haven’t been to SS shouldn’t be an all Io subgroups
Andrea – all IO, if any bottom liners have people who have not responded send e-mail now and then when start participating, will re-add
Jay – preview definitely not ready to bottom line any other stuff; did add section, Bike Rack section for … actually
Bottom liner for next Thursday call
Cal – how do we want to handle acquiring a bottom liner for this call; I volunteered for a few weeks
Tammy ? – someone was going to volunteer to bottom line for each week
Andrea – can do for next week; will do will bottom line for next week
Outreach to existing occupy groups
Jackie – What are we doing with this, how do we want to approach? doc of possible exisitng Ocucpy Groups to reach out to; maybe table til Michael on the call
Bike Rack
Chris? Jay? – temp check – want to hear Bike Rack? most items req… mention item
Check Outs
Jay – check out good call
Tammy – thanks for facilitating Cal and Chris; both Badger and Andrea’s birthday in next few days
Andrea – massive thunderstorms that just hit NYC – good call – thank you; remind that Michael relationship with Monica, used to consult with UN and has (agreed to?) talk about IO Strategy, Sat., 7/28, 3p – 7p, let me know, will send e-mail – whoever wants to be a part, syncing in by skype
Gina – Andrea, you’re a Leo? me too Aug. 8 – not suprised you’re a Leo
Jackie – good call; Happy birthday
Cal – breezes to facilitate, last week too; will see u all next week

IO Thurs. Nite Planning Call Minutes 7-12-12

Facilitator: Brandi, Cal
Attendees: Joan, Andrea, Brandi, Tammy, Cal, Walt, Badger, Jackie, Gina, Chris, Tracy, Jay, Jackrabbit, Gordon

Check-ins
Joan – happy to be back. Fort Manning Coalition action this weekend – 3 days encampment in front of Federal Courthouse; bring attention to Bradley Manning, trial starts; twitter and retweet thru Interocc; will hang back and listen; reorient.
Andrea – new puppy good, work and IO work.
Brandi – interesting to see each others faces at the face to face
Tammy – doing good, catching up
Cal – excited, new memory from 4G to 16Gm everything smoother on skype, on computer; great.
Walt – back in Portland, working on a nest for a year; momentum
Badger – great, busy, happy to be here.
Jackie – haven’t even unpacked; excited about site, reached out to OUR Conference; new momentum, energy.
Gina – check
Chirs – hey – just got out of work; recovering
Tracy – injured last night, dog bolted, leash twisted around, broke hand. dealing with that.
Jay – hey. Structure call busy working on tasks

Report Backs
Admin
Andrea -helping Michael with Hubs, Calls fine, need to get Gordon caught up to speed with new site; entered people from Nat-Gat sign ups, sent to Dana to be imported into Civi – will share.
Web Tech
Badger – maybe shouldn’t have web tech group now; proposal – 8 2s, one 4 stand aside No Web/Tech
Outreach
Brandi – Orientation call – a lot of interest in helping, vision, next steps
Tracy -
Tammy – whole bunch of volunteers, new and those who signed up before NatGat – Tammy will connect with groups, with bottom-liners, instead of buddies like before.
Michael – targeted outreach for the Hubs, Michael sent out ______, if you want your name
Jackie – sent tasks and doc on IO subgroup mail
Jackrabbit joins.
TA training and staffing
Chris – not many people on call.
Finance
Jay – fiscal sponsorship, well known orgs
Jackie – Vivek – fiscal sponsorship possibility; handles Occupy Philly finances; 20 international groups
Communications
Badger – meet on Sat.; actually met at Nat-gat follow up call. two pieces:
Sections
announcements from IO
list of upcoming calls
list of new hubs
possible feature hub
newswire updates
hub updates
Other piece is basically – celly handler @ OWS talked about us taking over the main Occupy celly account connected to local accounts; coming to IO group to see how we can fit.
Jay – doesn’t understand – not sure yet how occupy connected to regional; coming into our pervue
Brandi – back – news, will jump back in in a minute
Structure and Services
Cal – tech team, not meeting at same time next week – Cal will bottom line – vote next week
voted on tabs
1) no final names yet organizational hub edition
bulletin board – people involved in Hub post items
Proposal on Temp Check Tab — and consider all together;
clear we wanted some kind of media function to submit to newswire
reach out to media around Occupy or possibly having people able to post themselves
*decided to create a Hub for one time Calls
Call Status
Jackrabbit – ongoing request every week: could we have a report back about number of calls and number of people on calls
Andrea – Mon to Thurs this week – will post in a few minutes
Michael – 1)Structure – we now have list interoccupy.net; not our own sublists, not most beautiful interface
2)interoccupy.net for thos ewho requested – if anyone wants one, request
Jackrabbit has 8 fiscal sponsorship info – would like if everyone will take one and contact to see waht we can do; email directly – appreciate
Tammy – Steve
Jackrabbit tasked w/getting a hold of Steve; has not been able to get ahold of him; off listserv and google docs; as an issue, has been resolved

New Business
Choosing Bottom Liners for subgroups
Badger – bottom liner team?
Jackie – Outreach w/Tammy
Cal – Structure group – has interest in, and possibly another – big group of 13
Tracy – Michael and Tracy work on getting Comms up and organized & Tracy doodle – take ove when up and running
Jay – willing to be bottom liner for Finance; can do Structure; appeals to Jackrabbit for Finance
Brandi – Vivek interested in Finance Group (oreintation call)
Tammy – shoud have voting discussion – decide in groups
Badger – have co-bottom-liners?
Brandi – as certain groups support team
Walt – Tammy’s – proceed see if anyone is left w/interest; leave to groups; report back next planning meeting; don’t think we need to approve
Tammy – that’s cool as far as people ready to help new volunteers
Tracy – will help with buddies
Jackie – will help w/ buddies but will be away from computer all day and will pick up tmrw evening

T? Who’s doing what, when – keep in touch
make sure calls happen
make sure everyone doing things – utilize; if person doesn’t get done, ask for help;
accountable for notes and follow-up
co could do that
involves a lot – delegation
Brandi
Cal-Walt would be good for structure; not in good position for continuity
Michael – doesn’t need to be bottom-liner on Structure – will be very active
Jay – volunteer – we will do our best – reminds these will be revolving positions
Jackrabbit – structure group can take up
Chris – going to try and keep up with changes; getting clarity and respecting everyone’s time
Brandi – review: Collective – some willing to help guide us shuldn’t be so large for these individuals that no one will want to follow up
Tammy – Structure 1) of website, not IO as a group
Chris – Joan – reorganize our sugbroups: Outreach, Finance, Comms, Structure, Admin (Planning)
TA
link for subgroup reorganization discussion might help clarify info a)new business
Cal – after a while we will know how long we want to have them
f2f meeting we did list that as one area we might want to do somethig about
Walt – internal structure – call not in the structure gorup
?Do we have an Agenda for today -
are we going to create a Hub and work through
chat – will we use project mangement tool?
bottom liners in place in next couple of weeks, we could use project manager
Badger – still gtting Hub configured and will have done by time we get to that item
Brandi -stack
Jackrabbit – call quality should be discussed – have listened in on some calls and and are problematic; if we have time, let’s; if not, put off til another time.
Tammy – challenge was those who were worried about quality and those worried about Outreach and providing service [internal TA v Outreach problem]
agreed to vote on call guidelines and emergency calls at the meeting
Jackrabbit – it is an issue
Andrea – call quality was shared by others, not just Steve – should be addressed

Call Quality/Quantity Guidelines
A – approve the call guidelines; don’t know what to do about people who have calls unless we TA and Fac all calls.
1) Proposals
2) Call quality – going on for weeks
Jay – agree with voting on proposals
spend some time on feedback; evaluate; how do we evaluate work of the team
create a call evaluation process – encourage how to improve their own calls
S&S group to provide the training to help improve calls
Chris – echo what Jackrabbit saying about bottom liner; ___to be aware and to help them
Walt – Wondering if we need to have a __ of some sort to work on the call. I think training being folded into Structure & Service
feedback, measurement, falling through the cracks because no one is accountable.
good stategy of quality – raise the bar a bit – people requesting a call can be clear about their responsibilities
What I hear is that members doing training help
Gordon here – check-in? can’t hear
Cal – Steve asserted repeatedly that the last minute calls suffered the most;
Separate Facilitation training needed
Jay – too importatnt to talk about — to structure and service
d.r. internal structure falls to this group
Tammy – training in strucure and service until clear it becomes too much – vote on Andrea’s proposals
Gordon saying hello – grabbed time to get on
Brandi – quality discussed in SS group and bring back?
Andrea – language on website – Call Guidelines
Vote: all 2s one stand aside
Cal – listen to conversation – doesn’t address facilitating or quality
Andrea – Call Guidelines not about quality – about setting up; once set up, they get a detailed e-mail explaining the rest
Gina – would like her two suggestions considered; a lot of support for guidlelines as proposed and some friendly amendments.
Walt – happy to approve to get our website together; the process by which this time team uses proposals and make clear our own guidelines within this group
Cal – vote goes to a 2 (this is extra procedure not guidelines)
Gina – Call Guidelines for public; Last minute for us internally
Call Guidelines gets full support – all twos
Andrea reads the Last Minute Call Requests
Walt – too many notes additions
Andrea – will withdraw to rework and resubmit
Walt – This is why talking about process – label e-mail in such a way that we have to give our input
Andrea – did it twice. check. up for discussion for another week
Brandi – next steps d, e, h on agenda.

dr.Tammy – Nat Gat WG Call – don’t think we should be planning; We have TAs, Notetakers, not our call to be planning
Walt-Brandi – process not criticize her but onus is on us to provide our edit ahead of time; shaping up as a team; protocols to review and edit as a team
Cal – similarly to Walt knows she did it 2x; we did do feedback this week

Tammy – flood of requests after next Tues. We have a Mon training call to discuss; Monday call – wish to work on Mon call – people volunteered to work on.
?Interocc lists and forums
10 minutes left
Walt – hub and next steps interest
Badger – Interroc hub set up – ready
Brandi – Michael, inform us on the site and thow being used and the phone call coming up.
Badger – already started using – post minutes, submit content, submit minutes; seeing this as a depository for all subgroups minutes; important to get in habit to do realizing we need to be example and transparent and open; start doing updates – stuff to be aware of from planning perspective
celly txt loop we might post an update – info tab on boarding – open, but there is a process
lists
special link – list of specific tasks bottom liners can use
Intereocc forum – reason good idea – don’t have full support FAQ – point to repsonses within the forum. star * each of those forums
twinkles
Walt – ques and comment – Interocc being model about transparency – perspective about what we’re drawing a line — perhaps not the call meeting – would not post the e-mail conversations but wouldn’t block
Brandi – stack clear Minutes can come to some for… can post recordings w/minutes or separately
Andrea – strongly favor keep e-mails private and would block
Brandi – speak to Hubs and planning?
Cal – twinkles for e-mail private and notes open
Brandi – next is net lists and forums
Badger can’t remember
T- was going to discuss forums; just did. we’re going to move e-mails

Andrea – Badger – need any help w/lists let me know

Check outs
Chris – great work
Walt – productive weigh-in generally
Tammy – so much easier after met in person; appreciate being able to step back
Andrea – Thank you. Goodnight.
Tracy – thank yo for a lvoely call; got to know better in person, work better as a team – look forward to it.
Jackie – thank yo Brandi – work tog well now
Gina – nice meeting
Joan – look foward to participating more
Jay – thank you Brandi, Cal for facilitating – urge others to do
Badger – four hours of calls later still in good mood; better and easier to do now since face to face
Cal – glad not to go last – have to run and catch a bus
Gordon – can’t hear
Tracy – d.r.Jay – group doesn’t have to look for facil next week – I will do
Tammy – really appreciate having call at six!

takeaways:

1. Services Hubs – we will move forward with 2 test cases: movement writers and coaches. Tech will brainstorm best way to set up service hubs and report back next week.

2. Media – we will gather occupy-generated media as well as MSM for the newswire. They will be displayed separately on the newswire. We will start with feeds that are already being created elsewhere, and then augment with actively seeking out to other contributors.

3. Events calendar – Steve, Andrea and Walt will bottomline keeping a more actively curated events calendar. Badger will create a form for collecting submissions to the calendar.

Services Hubs

Service-oriented hubs that offer a specific service and accept requests for services;
Walt: Each service with a hub or a hub with lots of services
Tammy: different hubs for different services; ex. training
Gregg: What does a “service hub” look like?
Michael: people were excited about joining a group to offer something;
Walt: maybe classifieds
gregg: what different service groups do we have?
tammy: writing, training, support forum (i.e. – where people can go to ask questions about tools and tech)
badger: support is a separate issue that this subgroups should deal with – other groups: campaigns.o.net, designers for wordpress, coaches,
walt: organizing, structure and finance,
gregg: this area is rich that goes beyond hubs, permabank – we need to be clear about our offer, huge potential for organizing, pull together the people who want to offer the services, what is their availability, what is their offer, want to make sure its complete and can follow through. solid assessment
tammy: lead by example
walt: io can be a clearing house of all the services, we could build a form for services
badger: pick one or two groups and use it as a test case. movement writers and one other. we should start moving forward and bring back results to the group. other group is coaching.
walt: section for best practices
badger: does that tie into the Io procedures doc that nate and larry are writing.
larry: writing a doc re gatherings (what worked what didn’t for natgat) doesn;t see how that relates to IO -seems more like a forum issues
badger: wiki
tammy: is there a place to put best practices – wiki

Events calendar

What is the calendar purpose?
Michael: Are we simply waiting for submissions and then approve or are we actively building a movement-wide calendar
Steve: We should be actively broadcasting events
Walt: Two-step – expeditious items first; uber calendar team second; another source is the Gamechanger salon’s spreadsheet
Steve: Let’s leverage the work of others
Tammy: It’s important that the IO Calendar has movement wide events and actions listed; We need a form to submit and we need a team;
Steve: The intention of the NatGat page was as a placeholder;
Gregg: A team is really important to gather together not only events and actions, but a broader picture of the movement and contextualizing it in an accessible way
Walt: Affinity events discernment

TempCheck – put together a team to curate this actively : all 2’s except for Tammy

Tammy: we haven’t tried a user-driven action calendar
Michael: yes, we should have a submit to the calendar form
Steve: Agree with Tammy, but to get it started, you need to seed it
Michael: Agreed that we set up a team for the calendar and creating a user form as well
Calendar Team: Steve, Andrea and Walt

Media sections in the newswire

Media in the Newswire – open question. Should we include main stream media as well.
Steve: keep it narrow and focused…all about Occupy…not general
Maggie: agrees to a degree, in the case where there’s an action, etc.
Tamara: Important to have a place to gather and collect the news about occupy from across the country/around the world in one place
Walt: Important that the newswire is more open than it is closed to news generated outside of Occupy; we should be open to articles about the deep issues that Occupy is addressing; editorial guidelines become an issue
Drew: Occupywallstreet.net – daily recap of mainstream news articles about Occupy; this content is out there in a digestible format – Kelly Daily. Example: http://occupywallstreet.net/story/news-coverage
Walt: Question if there is a place on the site to do a raw feed of everything occupy from everywhere; not to pollute newswire but to add to it
Drew: Devin is curating a wide-ranging news feed that pull’s in everything owsne.ws
TempCheck on this was unanimous that we should include mainstream media covering occupy.
Michael inquired whether we should keep mainstream media separate.
Walt: thinks we should explore the possibility that we keep it all together
TempCheck: keep them separate

So…what and how to do get these occupy-gen and mainstream-gen media sources into our workflow and publishing cycle

Steve: smaller groups are a concern…how not to overlook them. Use the newsletter to encourage people to submit stories
Drew: The system can pull in any feeds; we have a pretty substantial list of sites both large and small
Michael: if we start with these two curated feeds (Devin and Kelly’s), we can grow from there.
Steve: we want to make it clear that the smaller occupations will be represented.
Walt: Agrees with Michael; the woman at NATGAT who is doing this sort of compilation (Elaine) – wealloccupy.com | twitter.com/wealloccupy.

InterOccupy
Communications Agendas
7/14/2012

1. Newsletter – http://ubuntuone.com/0gcJO7ib63pirZuCVaoNJQ
a. Header/footer text
Current header: LATEST NEWS & COORDINATION FROM OCCUPY
footer: you are receiving this email because….
b. agree on process and weekly timeline
c. Subject line
d. Occupy.com-targetted newsletter

2. Group Organization– who is helping where?
a. clarification of purview/ responsibilities of Communications subgroup
b. What are our needs?
c. discussing bottomlining for our subgroup/
d. How often should this subgroup meet?

3. Social Media
a. @interocc vs @interoccupy.
b. Contributing to @occupywallst and @occupytogether handles

4. Autoresponder series
5. Media alert for Occupy Network Launch
6. Communication/messaging strategy and delivery system (messaging content and communication infrastructure)
7. Developing PR team
8. Celly text loop Who’s bottomlining this?

Newsletter process:

1. Send the newsletter out very early Tuesday morning (from my web marketing experience, Tuesday and Weds mornings are best for open rates). This will also offset us by a day from the OWS newsletter.
2. Include the upcoming Call calendar for Tuesday-Monday of following week.
3. Include newswire submissions and updates that were sent from Monday-Sunday 5pm of previous week.
4. Sunday night at 5pm, we finalize the newsletter and send it to a review team. Comments need to be in by 5pm Monday.
5. We schedule civi to send the newsletter at about 5am Tuesday morning.

NOTES
Check ins:
Tracy
Badger
Drew
Walt
Brandi
Nate

Newsletter:
Drew explains newsletter layout. Only one task needs html tweeking and this will be documented out by drew. No street address needed as suggested. Buttons to be suggested on this call.

Questions for Drew:
Walt: Looks good. Can we have social media buttons to share?
Drew: Link will lead to an archival that CRM will automatically create to share. Drew can make share buttons for twitter and facebook and hardcode sharing functionality into the newsletter.
Badger: If we are going to share, should you put something like “ if you reeived this from a friend, click here to subscribe”
Drew: Yes
Walt: How to paticipate/ Howto get involved? We are in position to see and hear the national scope of this movement and possibly something like challenges and opportunities of the movement, nothing we i.d., Are we developing a voice from Interoccuipy and what does this voice sound like?
Brandi: Either top or bottom to have a link to how to get involved.
Badger: It is an interesting idea to send people to get inolved to our get involved page (not volunteers page) Walt’s idea: overall in agreement, but maybe tow separate buttons for visit this hub and how to get involved
Drew: In OWS newsletter they have highlighted thought or idea for something big. They also do a roundup at the bottom where they talk about featured groups. Top is freeformed and they can play with how that works.
Walt: Could the NL have links to actions and events or initiatives. In brainstorming mode, Movement building section: where weve been, where we are, where we are going.
Badger: suggestions on what text should say?
Currently says “Latest news and coordination from Occupy”
Walt: News and happenings or events
Drew: Must be short and concise.
Brandi: Something General such as “latest happenings”
Nate: Use projects instead of coordination
Walt: Latest news and activities from around Occupy or
Organizing news from around Occupy
Brandi: Organizing news for Occupy allies
This can be changed around a week or two if we decide on something else
Badger: Using “allies” may be positioning us for delivering outside the movement
News from around Occupy or
News for Occupy organizers or
News for Occupiers Around the Country
Badger: Delivering the News from Occupy

News from around Occupy! Chosen unanimously

E-mail newsletter resources: https://mailchimp.com/resources/

Footer:
Where the # sign is (at the very bottom) perhaps we have
“Connect, Collaborate, Organize”

The footer language (walt’s draft)

“You received this email because you signed up to receive information from InterOccupy or one of its partners. Learn more and connect by visiting our web site http://interoccupy.net/ and please join/like our Facebook Page https://www.facebook.com/InterOccupy “

Edit your settings: People can edit settings on the civi
Buttons: Subscribe in case this is forwarded to you. Facebook and Twitter on top and bottom. Submit to newswire? Suggestion would be to have as actual text.

Drew: Add social media buttons at the top and bottom, replace pound sign with connect. collaborate, organize. Cut address from newsletter,

We will Keep the Hash at the bottom of the newsletter as branding of part of the Occupy Network

Email Subject line Should we use a generic subject line such as “Your Inbox Occupied” or use one of the more compelling titles?
Walt: News from around Occupy+ Featured ArticleTitle
Badger: Made sending email news@interoccupy.net with name attached Interoccupy News with subject “News from Around Occupy” –passed

How will we write our top line?
Badger: Top piece of news: What are we goingto call that and how will we write it? or do we really need heading?
Walt: News and Insights? Needs to be worthy to rise to the top
Badger: This week only: Welcome to the first edition of the IO newsletter. We bring you news from the Occupy Movement each week. {Boiler plate}
Walt: Agrees possibly first piece on the national gathering
Badger: National gathering at the top. Whatever has most activitity goes to the top.
Walt: Top stories or top news goes to the top, with top being late breaking or most activity gets put into that space
Brandi: Do we want this to be informative or enticing?
Walt: Keep the first couple of newsletters simple and have 5 items with an image next to each one. A personal voice with be a heavy responsibility. Possibly issue every two weeks .

Temp check: boiler plate text for this newsletter

Walt: Gives michael authority to write whatever he wants and sends to the group.
Michael will do this and give back to the group

Walt: Develop newsletter team and have them be empowered by the group and have them send the rough draft to the entire team and have them report back to us. Let the newsletter subgroups have their own group and report back to us
Temp check on process passed unanimously.
Michael’s announcements regarding Occupy.net’s email lists and possibly

please do not delete anything. when adding comments and language, please identify.

DAY ONE MEETING! NOTES!: https://docs.google.com/document/d/1cmCF6FCigkxjnWCsN1vm-5OKMPKQG-g1x1oeihEhmZc/edit

DAY TWO MEETING! NOTES!:

https://docs.google.com/document/d/1DbG2hYOtdOYfq-2TjSr8LF4eMVGsfYNo7bkjqmQAz-I/edit

DRAFT AND GET READY NOTES:
Badger comments:
- Suggest that we move the website presentation ahead of item 6. Think that it would be good for folks to understand the system fully before the breakout groups.
- Suggest that we have a specific agenda item for NatGat follow up plan, to start implementing next week.

Draft Agenda (Day 1):

Check Ins (20m)
Extended for those who weren’t here last night
Team building Exercise (10m)
Check in A:
What Occurred at NAT GAT (15m)
Agenda & Schedule Review/Alignment (30m)
Day 1 & Day 2
Process Discussion??? (20m)
How We Talk to Each Other – Our Guidelines
Decision Making, etc…
Hubs/Tools Presentation (45m)
Lunch (1h)
Vision, Purpose, Strategies (1h)
What we’re doing:
Vision and Goals for Short Term Planning, Part 1
Brainstorm of existing project goals
Role of IO in Movement organizing (15m)
InterMovement Proposal & Mission discussion (45m)
Wrap UP
Next Steps,
Logistics (FU Nat Gat Lists)
Short Term Plan Part 2 (40m)
Check Out

Draft Agenda (Day 2):

Check Ins (20m)
Agenda & Schedule review (15m)
IO Culture conversation (1h)
Roles, Responsibilities & Positions
Leadership structure of IO
Matching Core Team Members Tasks with their Skills
Passwords / Tech Security (call?)
Outward communications (email)
Strategy & Organizational Development Improvement Plan (2h) – some might be breakouts
Strategic Outreach Plan & Calendar of Events (20m)
Training & skill Building (15m)
Strategic Alliances and partnerships (20m) (call?)
International (20m) (call?)
Call Quality vs. Quantity (15m)
Urgent Call Guidelines
Social Media
Finance Topics (1h)
sponsorship (15m)
Donate (10m)
Fundraising (20m) (call?)
Finance Committee (3 people nominated)
Short Term Goals and Planning Part 3 (1.5h)
Wrap UP Next Steps, Tasks (30m)
Check Out

Draft Logistical Agenda:

Set UP
Logistics – projector
Facilitator/Note Taker/Time Keeper Etc.
Check in (extended time for those not there yesterday)
Team Buildilng
Agenda Review, discussion, Agreement, Schedule
Previous Meeting Review
Guidelines
Mission
Purpose Goals list from Previous Retreat
Where are we now, evolution of IO and partnership etc
Wrap Up (5;30p)
Bike Rack
Next Steps
Tasks – Action Items
Goals & Short Term Plan
Check Out

Main BIG Desired Outcomes:

InterOccupy and InterMovement?
Clarity on our Mission and Objectives
Show Evolution of the New Hubs Online etc..
Finances
Get agreement on moving forward with Fiscal sponsorship
Finalize donate button on Website
Fundraising
Movement Resource Group vs. Direct Donations
Finance Committee (3 people nominated)
Short Term Work Plan
Work Flow / Project Management systems
Newsletter
timeline

Medium Items:

Strategic Alliances and partnerships
Role of national Group in Movement Direction
How can we best help the movement
Tech Security
Volunteer Skills and Placement
Roles Tasks & Jobs
Process
Review how we talk to each other – Guidelines
Leadership Structure of IO
Decision Making Process
Organizational Development improvement plan
Training & skill Buidling

Occupy manefest
Other Training PRograms
International

Other items:
Scaling UP!!
Calendar of events and participation levels
Strategy Disscussion
Outreach
Participation and degree of invovlement with regional Agheringings
Call Quality vs. Qality
Organizational Structure

Items reserved for Calls:
Review Public vs. Private Notes, documents, sharing…

Schedule:

10:00-11:45p Session 1
11;45p-12:00p Break
12:00-1:45p Session 2
1:45-2:45 Lunch
2:45-4:15p Session 3
4:15-4:30 Break
4;30-6:00 Session 4
6:00-7:00 Dinner
7:00-9:00 Coop Meeting?

10-6p

8 hours
6.5 work hours
2 15 minute breaks
4 1h30m sessions

Possible Facilitator/ Notes Rotation:

Cal
Nate
Tammy

Larry
Michael (notes)
Brandi (notes)

Jay (notes)
Jackrabbit (notes)
Andrea (notes)

What our the desired outcomes?
1. clear on mission and objectives.
2. some proposals
3. strategic alliances.
4. roles, tasks and jobs.
5. calendar.
6. fiscal sponsorships
7. demo site and field questions/feedback
8. outreach re tool
9. strategy with broad categories / follow up after natgat
10. organizational development improvement plan, draft one.
11. general review.
12. consider how our talking process happens. equality.
13. clarity on question “How can we best help the movement in its expansion and cohesion?”
14. clarity on leadership structure in I/O.
15. donate button on website. what happens with money. who should be okay donors and to which groups?
16. everyone wants to know website well.
17. occupy manifest. regional gathering support.
18. additional clarity on social media. crowd tango. occupy network. traditional and strategy.
19. newsletter.
20. outreach strategy.
21. tools. for outreach.
22. calendar of events. and participation levels.
23. who is target audience. top ten list.
24. degree of involvement with regional gatherings. and “policy”
25. first hub created. Global Noise. International Strategy.
26. medium level. clear. what can we take on what tasks need to be done. teaching skills and empowerment to allow others to take on jobs.
27. work flow.
28. learning and applying inclusive language. (Take the Square, maybe. step by step chart)
29. project management software. (workflow issue)
30. know how to use it the software and IO.
31. call quantity vs. quality.
32. how to best show the process for training(online portion specifically) this two days.
33. self-assessment and group evaluations for getting ppl in the right jobs for most effective and successful experiences.

Can tech ops or other visitors join internal meetings? and access to documents/call records?
Web tech and tech ops will be considered part of the IO planning team.

7 pm, Work Coop. meeting.

IO Face to Face Agenda
July 5-7
Location TBD
Time: TBD
vision and goals

3 mo (July, August, Sept)
6 mo (by and through Winter)
9 mo (going into Spring)
1 yr (NatGat yr 2)
3 yr (visions and goals)
5 yr
continued projects:

next steps:

new Directions:
??? Evolve InterOccupy into/with InterMovement???
This would change the Mission Statement, and is a Big Discussion, but important to have at this point, early in the Retreat.

informed ideas from NatGat:

new projects:
organizational structure internal WG support teams,

collaborative partners

coalition building with affinity groups
and beyond

Planning group/e-mail distinction
Outreach/
Collaboration/
coalition
strategy: netroots,
Occupy cafe,
Occupy. Net,
OWS,

flier prints, banners

travel

Social media strategy

inclusive outreach plan: liberation (pedagogy of the oppressed)

Follow up from meet-ups, contact sheets, hubs and tags
IO integrity: call quality vs quantity

~ urgency protocol, short term call policy
- new call guidelines

~ IO call rescue contingency plans

- maestro training revisited
Movement and/or IO:
~ “effective” recruitment, volunteer placement and outreach:

~Engaging new volunteers from last few months of orientations

~ IO survey results and interpretation

~Movement orientation call

~ empowerment/training/skill share/leadership development:
Training for new site
WG empowerment basic structure & decisions

support, honor and appreciation
improvement process ideal IO definition of constructive criticism
finance WG empowerment

cont. resource development

needs

wants

fiscal sponsorship

Make suggestions as you see fit; this is a grass roots planning document!

Badger: I have a lot I wanted to bring up, so organizing my thoughts below.

Website
- Full demo for team
- Suggestions/discussion for further development
- Scope of newswire
- Include Occupied Stories?
- Creating new workflow for new needs
- Developing quality and design guidelines
- Super admin, civi permissions
- Google analytics?
- From Idea to National Strategy (page on site?)
- Joan’s survey on site?

Social Networking/Web Outreach strategy
- Twitter
- Crowdtangle/facebook
- InterOcc handle – includes titles, #HubHandle #InterOcc, link (integrate with hubs)

Newsletter
- Purpose – why we need it, who it is targeting
- Sections to include
- Mailing guidelines

Donate Button
- IO operations
- Movement emergency response fund
- Earmarked Hub donations?

New Calls
- National coordination training
- Orientation to Occupy
- From idea to National Strategy (page or call, kind of like the national coordination training)

Systems we use
- Expanding beyond Maestro
- How best support international

Hubs
- Should we create some general theme hubs?
- What kind of involvement should IO have in hub facilitation?
- Services Hubs (offerings) vs. General Topic Hubs vs. Requested Hubs

NatGat Follow up
- Newsletter by next week
- Host a call for NatGat follow up? – include demo of hubs, include national organizing training.
- Create thematic hubs, offer to meetup participants. Also send contact lists. Offer a single call to discuss next steps?
- Tempcheck and visioning proposals? – for listbuilding and tempcheck
- Media alert
- Next week= OWS email going out.
- Launch party
- Outreach to existing groups (calling them)
- Co-op emergency plan
- tabling
- New York: Community reportback

Launch Strategy for new site
Media alert?
Launch parties
Drew designing Occupy Network page

MRG and further fundraising
- report/powerpoint showing how $5000 was used.
- Follow up ask?

Occupy Manifest
- Organizing cross-occupational capacity development

Local Outreach
- Start IO and local outreach tabling
- Provide IO banners to other locations
- Codify our trainings in National organizing, and host workshops for groups

______________________________________

Notes 7/5/12

Jackie:
Takeaway: enjoyed meeting, outreach from the event. Heard someone say that IO created the visioning without getting consent of everyone.
Accomplish: We need to do more outreach. Learn the website

Jay:
Takeaway: Amazing seeing everyone. Why is OccCafe not collaborating with us? Park could be a model for organizing in one space, camp in another.
Accomplish: Interested in intermovement. Important to do serious collaborative brainstorm.

Tracy:
Takeaway: I experienced camping. Impressed with site. Appreciated Outreach at IO table.
Accomplish: Not sure. Anyone who wants to learn maps, I can teach.

Brandi:
Takeaway: Amazing experience. Connected with people I will be with for years.
Accomplish: Learn website. Familiar with what’s coming up. Better calendar of events. Not sure of my own role in IO. Can bridge but not sure how.

Andrea:
Takeaway: Rocked the info table. Fan of organized meetings with topics. Model giving containers for creativity to happen.
Accomplish: Website. Call process.

Walt:
Takeaway: Disheartened by radcon. Organization was beautiful. Desire to be connected nationally was great.
Accomplish: Look at mission, IO organizational design. Structured. What capacity we have. Role of IO in empowering the national movement. People looked to us as an organization as part of national movement. Providing containers. Categories, tags – create them to match what we are trying to do. Title those containers.

Badger: If there had been a call for a national GA, there would have been a disappointment. We called for a gathering; we had a gathering. Can feel the energy of the tech team in transitioning over to the new site. I’d heard a difference of opinion that the containers should be created for the meetups, some didn’t like it. I don’t think we should shy away from that. Our mission is to provide channels for communication; a container is a place for people to talk.
Takeaway: We have an opportunity to redefine the term InterOccupy. have T-shirts that same connect/collaborate/organize: INTEROCCUPY.
Accomplish: Envisioning what we view happening and how to facilitate that. Restructure it all and make it all happen, in a more conscious way than just to provide the channels and see how they can be used.

JackRabbit:
Takeaway: Great to be at gathering. IO was organized. Our services are significant. important we continue. should take Proactive role in coordination of movement.
Accomplish: We should debate what it would look like to proactively coordinate. Clear org structure. Clarity of roles. We should plan ahead for future and scaling up. We will need more people to provide services that we have to offer. Fiscal sponsorship. Self promotion and outreach. Cards, flyers, materials ready always. Able to table at moments notice.
Walt: response -staff, getting paid, is a valid question.
Rabbit: need a budget for fiscal.

Cal:
Takeaway: We were head over heels above the rest. Liked the character Opportunities to suggest having a call or a hub in various meetings and events. There was a hierarchical leader thing going on in the visioning group.
Accomplish: Like to know more about how IO doing the meeting categories worked. Like to have a cultural conversation: In IO, there are strong voices that pull our group. I’m ok with that but lets get it in the open and make a conscious decision to have it that way, or make a conscious choice to do something else. Interested in our Larger impact on movement.

Jay: I’m a big fan of going around again. If we go to intermovement, then we need to decide to change our mission.
JR: elaborate?
Jay: how do we cross pollinate btw groups?
JR: process point. Can we put out there our thoughts without responses? Let’s put out our thoughts and then only have clarifying questions.
Walt – I am crushed by the fact that in Occupy there isn’t room for dialogue.
Brandi – not everything you think is important needs to be shared.

Bunch of talking about talking….
Process: Continue go-round, no responses (except if clarification needed),

Second go-round:

Jackie: I got choked up and nervous. I want to support all of you.
Brandi: all of us have emotional stuff today.
Jay: I think there are many strategies that can be taken. I go too fast. This group aligns most closely with my values. We are broad. Let’s go broader. never higher staff.
Cal: During process talk, only male voices.
Walt: I appreciate that we can respect each other even with differences. I will be more respectful and awake than in the past. strategic things should get accomplished. Let’s be a “we” perspective. We have an emergent mission.
Badger: We are involved in a radical experiment in Occupy; in InterOccupy we take part in this radical experiment, where we’re facilitating groups from across the country, never met each other, and xxxxx, and network them back together. That’s never been done before. Important to think about networking different orgs, sort of beehive thing going on, we will lose something magical. For this weekend, take the momentum from the natgat and figure out how we’re going to move forward, pretty specifically. Actual nuts and bolts work; most crucial posts.
[Q (Andrea): Do we have a task tool? A: A project mgmt tool.]
Badger: OWS used generative listening.
Brandi: we can be an access point for the movement.
JR: Value-based consensus. Lets look at our process. WE can build on fundamental principles with our process.

Stack for “What do you want to accomplish”

Walt: short term, 3-month work plan.
JR: Clear on mission. Talk of expanding.
Walt: Team’s approval for intermovement hub proposal.
Jay: Deep into creating strategic alliances outside occupy circles.
Walt: outcome: about organizational design plan and blueprint.
Jay: Review of how external people can be involved in our meetings.
Brandi: MRG experience. A lot of info in my head want to share.
JR: consider how we talk together as a group.

Decision: Drew Devin Dana invited as full members of Thursday planning call.

7/6/12 Meeting notes

Call Participation Guidelines

Be Curious and Open to Learning: Listen to and be open to hearing all points of view. Maintain a attitude of exploration and learning.
Balance Advocacy and Inquiry: Seek to learn and understand as much as you might want to persuade. Conversations are as much about listening as it is about talking.
Show Respect and Suspend Judgment: Setting judgments aside will enable you to learn from others and contribute to others experiencing being respected and appreciated.
Seek Alignment rather than Agreement: Alignment is shared intention, whereas agreement is having a shared belief or opinion.
Be Purposeful and to the Point: Notice if what you are conveying is or is not “on purpose” to the question at hand. Notice if you are making the same point more than once. Do your best to make your point quickly with honesty and depth.
Own and Guide the Conversation or Process: Take responsibility for the quality of your participation and the quality of the work conversations by noticing what’s happening and actively support getting yourself and others back “on purpose” when needed.
Be Excellent to Each other: Share what’s important to you. Speak authentically; from your personal and heart felt experience. Be considerate to others who are doing the same.

Draft Agenda (Day 1):
Check Ins (20m)
Extended for those who weren’t here last night
IO was a huge part of making NATGAT happen. and will cont. to be important to the movement.

Thank yous and appreciation. etc. be realistic about what you give and we can do. massive potential.

agenda discussion and schedule.

Process Discussion:
How to talk to each other.
decision making. reading of IO guidelines. and mission. (12:00 pm)

added: generative communication and listening. trust the individuals to offer to team.
~ teams work principles (bike rack for guidelines discussion)

decision making process:
planning team calls. groups have autonomny. quorum of four. problems, go with 75% , supermajority.

most calls, right now, have about four ppl on the sub-group, working group calls.

consensus discussion re: our team specifically and our process specifically. can time limits help the process move forward.

empower smaller groups and trust individuals to working the best they can for group.

technically: all IO subgroups have 29 ppl, what is quorum for planning group calls. 6 is new quorum for “thursday call”.

consensus discussion. quaker model is not agreement but unity as the goal.

complete temp checks earlier. make space for questions and concerns before jumping into vote.

PROPOSAL
- change quorum to 6 people – PASSED

Three new points – TWINKLED:
- do temp checks earlier
- make sure room is available for questions and addressing concerns
- achieve unity, not agreement
strengths, assets, HUB evolution
Newsletter, website, etc.
report backs. (if breakouts)
visions and goals. short term planning. (part 1)
brainstorm of existing project goals.
Role of IO in movement organizing. Mission statement reading.

Mission. purpose. strategy.
calls have been primary way to reach mission statement.
interorganizng.

The Occupy Movement:
What is Occupy? multi-prong.
a. camps. local GA.
b. actions.
c. Issues based / reform.
d. Public narrative.

Local. National. International.

Organizing the Organizing. (The HUB)
mapping the movement. categories (Harmonized Tags).

IO ROLE. What we do. Where we go

Occupy ~~} {~~All other movements.
How can IO support inter-movement.

General Discussion:
Keep our focus on internal movement organizing and allow space for ppl to reach in. but not put as part of our mission. Difference between the tools, and offering them to others and the mission of IO as its role. Should IO be organizing as IO? Create more intentional space. issue of neutrality.
actively connect ppl working on similar projects. is there a more active national organizing that needs to happen? broadview brought to local groups with direct activism support. across movement ida may be too soon for IO right now. helping ppl to coordinate across the country, still teaching ppl how to do it locally and nationally. helping grassroots movements stronger. question of scale, and several references hoodie march as example of IO impact. IO events? Steve from NATGAT offered a great example for the outreach for rallying around an idea and using social media tools.
IO could have conference and retreat in future. are we boxed in by imposing our own boxed in ideas.

concept of emergence. sensitive to allowing ourselves, IO and the movement to grow in a natural direction. here we are discussing some new roles. caution on what we can push out of ourselves and the IO network. What is the movement asking us to do at this point. direct organizing of events may be too imposing on movement ppl at this time. caution in not pushing movement narrative, but helping the narrative develop and grow naturally.

we are providing services to support others activism. without making many decisions. provide the best service and the best menu of services possible.

“sponsoring events” at regional events. supporting these local efforts. coordinating mass actions. has been on ground. gathering hub on IO. put funding into the hubs for others to help build the structure of projects.

where is the role of funding. and how can we better about making this a national movement and not a NY movement.

project list.

role: facilitators or organizers?
“We are the ones who reflect back the containers that are waiting to happen.”

inter-movement can begin within the specific hubs. ex: move to amend.

organizers are not telling ppl what to do they invite them to join. maybe the organizers could have an organizers sub group.

distinguish forum and coordination and intermovement hub.

outreach training role?
plus offering services, and services hubs. (movement writers group for example)
question is what to do under IO name. just like FB, when you speak through FB, you are not speaking for FB, you are using the tool.

setting up mentors to work side by side and offer scaffolding to grow strong activist legs. , and helping ppl learn to organize and make changes without giving up life.

three types of training – tech, skills, organizing.

from tech: want help training people. network

to get practical – clarify who we are, in the form of a purpose statement.

how do we get people to realize what we are? difficult because what the movement is is still emerging. heading toward a middle path that’s not to far from where we are.

need diversity on this team

revised mission statement is probably needed
PROPOSAL: 2 or 3 people work on the mission station and being proposal.
might be just adding 4 word phrases (“organizing”), etc.
Nate, Larry, Cal work on this

What might we add to the mission statement?
- connect, collaborate/coordinate, organize (so far only connect)
- we provide intentional spaces
- we actively connect
- national (global) focus – “for the movement”/”empowering the movement”
- organizing the organizing
- tammy phrased “connect, coordinate, organize” in a way that walt liked [go to web site, get our mission statement; where it says “fosters channels for communication, connections, collaboration, organizing”)
- containers (maybe the quote earlier in this section)
Need to be sensitive to see how much this is being talked about in the narrative
- something like “Occupy organizers and our friends around the world” / “Occupy and its allies”
In the paragraph right after our mission statement, we could lay it out more.
Should use a robust consensus process for this.
Have a multiple-interation cycle.

Service categories:
- training, coaching,
- organizing

Start with identifying areas.

Go round (with what want for tomorrow):
- nitty gritty of tasks
- need to be concrete for next week, following on the momentum of the national gathering
- identifying service categories, then what are we doing now, and how are we organized to doing that now, then forge into a work plan.
- have what we need for tomorrow’s agenda
- start with starting on the concrete plan
- list of people who been through orientation have not been integrated into our team
- not certain (no way) that IO would still be here without that second generation
- in Philly, the GA died, and the process lives on in this room, and how it really does work when you have people who have the same goals.
- tomorrow could be nearly all logistics
-

hubs/ tools presentation.

Inter-movement proposal and mission discussion

Wrap UP next steps. and short term (part 2)
check out.

Draft Agenda (Day 2):

Check In’s
Agenda & Schedule review
IO Culture conversation (1h)
Leadership structure of IO
Roles, Responsibilities & Positions
email culture. etiquette.
Matching Core Team Members Tasks with their Skills
Passwords and Tech Security (call?)
social media. outreach.
Strategy & Organizational Development Improvement Plan (2h)
Strategic Alliances and partnerships (20m) (call?)
Strategic Outreach Plan & Calendar of Events (20m)
Training & skill Building (15m)
International (20m) (call?)
Call Quality vs. Quantity (15m)
Finance Topics (1h)
sponsorship (15m)
Donate (10m)
Fundraising (20m) (call?)
Finance Committee (3 people nominated)
Short Term Goals and Planning Part 3 (1.5h)
Wrap UP Next Steps, Tasks (30m)
Check Out

Draft Logistical Agenda:

Set UP
Logistics – projector
Facilitator/Note Taker/Time Keeper Etc.
Check in (extended time for those not there yesterday)
Team Buildilng
Agenda Review, discussion, Agreement, Schedule
Previous Meeting Review
Guidelines
Mission
Purpose Goals list from Previous Retreat
Where are we now, evolution of IO and partnership etc
Wrap Up (5;30p)
Bike Rack
Next Steps
Tasks – Action Items
Goals & Short Term Plan
Check Out

Main BIG Desired Outcomes:

InterOccupy and InterMovement?
Clarity on our Mission and Objectives
Show Evolution of the New Hubs Online etc..
Finances
Get agreement on moving forward with Fiscal sponsorship
Finalize donate button on Website
Fundraising
Movement Resource Group vs. Direct Donations
Finance Committee (3 people nominated)
Short Term Work Plan
Work Flow / Project Management systems
Newsletter
timeline

Medium Items:

Strategic Alliances and partnerships
Role of national Group in Movement Direction
How can we best help the movement
Tech Security
Volunteer Skills and Placement
Roles Tasks & Jobs
Process
Review how we talk to each other – Guidelines
Leadership Structure of IO
Decision Making Process
Organizational Development improvement plan
Training & skill Buidling

Occupy manefest
Other Training PRograms
International

Other items:
Scaling UP!!
Calendar of events and participation levels
Strategy Disscussion
Outreach
Participation and degree of invovlement with regional Agheringings
Call Quality vs. Qality
Organizational Structure

Items reserved for Calls:
Review Public vs. Private Notes, documents, sharing…

Schedule:

10:00-11:45p Session 1
11;45p-12:00p Break
12:00-1:45p Session 2
1:45-2:45 Lunch
2:45-4:15p Session 3
4:15-4:30 Break
4;30-6:00 Session 4
6:00-7:00 Dinner

7:00-9:00 Coop Meeting?

10-6p

8 hours
6.5 work hours
2 15 minute breaks
4 1h30m sessions

Report back from Tech:

Drew, Devin, Gregg, Rob, talked steps to move forward. issue of ppl joining hubs, should we move toward creating profiles?, maybe participation in hubs rather than joining hub, different feeling in nuance.

Name of this group /
Purview, Function, Name, Accountabilities (what exactly do we work on?)

a. Name of this group /
Purview, Function, Name, Accountabilities (what exactly do we work on?)

re-organizing notes
Cal 7/12 /
Walt 7/12
Group Named:
Structure and Services!

General Discussion:

I/O organizational development for users and needs.

“Strategies, Structures and Services”
“Structure”
“Services and Structure”

Is this the place for internal structure and development?

Should sub-groups let internal matters be decided by their own decisions w Planning team input?

Minutes/Recordings from one-time calls
We will create a hub for one time calls participation, notes, minutes

New Hub Tabs: Organization, Tempcheck, Community, Media

“Organizational tab”: a space to post docs and links. hub editors can maintain on own. work and project docs. probably through a wiki, perhaps an activation tool.

can Google folders and docs be linked to hub or tabs? making it friendly and visual for users just getting around.

Community tab: images, news spots (?) videos. etc. idea: not to join a hub, but to participate in hub. (can post minutes to hub w/o any verification) can post whatever they want to hub and projects. w/o being a “part”, just a player/observer.

shared or interactive? thinking similar to minutes now, with accordion (collapsing and expanding outline) feature.

can commenting be enabled within the hub files? if FB does it, why do want it to do it too? open source principles as well data mining discussed. would it include FB components?

tammy has received requests for such place for discussion.
media tab important. posting in so many different places and gets lost on facebook.

bulletin board, media, communication. lots of needs, how to best do it is a question. interim. solution (??) from Walt.

use something like this. develop it for later as well. could be done fairly easily in same format as minutes.

Gregg and Michael have some ideas.

Temp Check tool: can be linked to hub, question/proposal in each hub through a temp check tab. how to incorporate? proposal tab?

online petitions. may also be crucial in our hub.

Open Assembly, what is the relationship, and what is the IO commitment? how (and should ) we support them to make a more user friendly interface?

temp. check. wrap-up: we could just put it out there and train and suggest. put in as tab right away. or some of larger calls. as IO suggest it be used to people for their own work and tool needs. could also be a link to newswire request/announcement links as well.

temp check/propal:

Do you think it is a good idea to include organization tab within admin area in hub? (4-2s, 1-3s, reason is name of tab)

Community tab? group support (2s) move forward. no name yet. (Bulletin Board?)

temp check? Proposals tab: yes. (all 2)

media tab? part of another one, or its own on bulletin board. should media be included in newswire? have media into each hub, and flows into main site. adding any other more complete collection. a feature for media aggregation?

have hubs for projects and media, as well as media hub, and the “master media bucket”,

for now, think of media as part of bulletin board. (alternate name for community contribution tab) seems same idea and purpose. for now with possible move around later if needed. (6-2s)

have media set up as aggregation. will bring it to tech group for development of feeds.

hub for one time calls. (will be created) temp check: how will non-IO ppl understand the purpose of this hub. (all 2s, 2 no votes)

Notes:
meetups, outreach, onboarding volunteers
Phase 3 subgroup members
Tammy, Jackie, Tracy, Michael, Brandi, Nate, Gina, Steve – e-mail Jackie e-mail
lists.interoccupy.net coming soon (days)
m – push bottom liner to next week t – do on thurs nite call
m – ionet content update – nate doing – orientation to occupy, ___, ___ nate moving forward to about pages

meet-up in reach and follow-up
e-mail:
conf call
req hub
suggest list at occupy.net
m – on mayfirst server set up a list on global noise – they are using it, running great
group decide to do it, send to info@interoccupy.net
m-poi – send to info – import into the civi e-mails out thru civi to groups
google announce lists
t – if we send out visioning today will only go to ppl already on our list
m- posting visioning to the newswire – send to the announcement list as an announcement then send to the larger list which is everyone
full template and everything
michael will show jackie how to copy/paste whole list of ppl separated by commas
jackie type up e-mail, send to outreach for edit, send out using the system m talking about,
below is all the info collected copy/paste info at bottom of e-mail
m suggest – suggest go and get involved in hubs already established –
m – bank justice hub should be promoted in that way? should go to finance
m – include in all this info – we have visioning, meet-ups, newsletter
hub training and national coord call also mentioned in e-mail
movement collaboration training call next monday prob.
———-
new system – how to integrate
look into task spreadsheet
system broke down; we stopped integrating ppl
go through task lists – see who belongs where; after thurs nite call, send to bottom liner for subgroup – tammy doing w/ m help
———————-
m thinks we need to get lists from groups and reach out and encourage to start hubs fairly soon and see that those hubs are up and the right people org them before we open the floodgates. occupy the hood, others? a shared document where people can put

instead of a google doc use note doc on site – jackie will do

m – site related, part of other groups – occupy stories been active
bring in a feed from occupystories on newswire
t – a hub?
m – they have a lot and that may bring too much
t – should bring in as a hub rather then highlight on newswire over other groups

jackie – go thru notes and list who is doing what

bottom liner needs to make sure everyone is on or knows about next call
t – our hub isn’t listed
m – jackie post on interoccupy.net/interocc

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Finance Topics (1.5h+) – will take 2-3 meetings to cover all of this.

Fiscal Sponsorship (15m)

Donate (10m)

- decided to postpone donate button until we get fiscal figured out
- how will the money get purposed (future agenda item)
- should we off option for hubs to offer donate buttons on their hubs
– problematic if we do, we can’t control what organizations are using the money for, how transparency will be provided, we could have problems as a result
– jay – we could help hubs learn how to fundraise, we could provide financial services
– financial services are not in the scope of IO
– temp check, close the conversation and move to structure to discuss (unanimously approved)

Fundraising (20m) (call?)

Finance Committee (3 people nominated)

Budget (20m)

Movement Resource Group (15m)

Partnerships???

postpone bottom liner conversation until 7/18

NATGAT Follow-up Strategy Call Agenda

Monday, July 9 2012

Call Host:
Call Facilitators: Michael
Maestro Board Manager(s): M
Note Taker(s) : Jackie
Maestro Call Registration Link for This Call:
Attendees: Michael, Jackrabbit, Jackie, Andrea, Tammy, Cal, Tracy

m – Finance call at 4p. can move some of these to subgroups

1. Visioning process follow-up plan

report back from Tammy – will go out in next hour or so – very long; good stuff right up top
m- what is it t- a list of items; how many agreed
m- send out and be done; build off process, ask others to build off?
t- brainstormed – allow ppl to add a vote if they want, add new items; have a running engaged doc – find a way to include in list bldg. (secondary now, m)
a- what is the ultimate goal; what intend to do with this? if we know we’ll better know how to use it from IO
m- similar questions
t-don’t think that convo ever happened – we can do what we want with it; immediate goal was where is occupy at as far as those 200 that participated
a – might be good in concert with philly – come to some kind of consensus as to what we are going to do with it. this was the culmination of the natgat
t- release with invitation to discuss next steps – will continue it’s use without us making the decision
m- more passive – release it and then ask everyone out there if they would like to follow-up – do we want the visioning process to continue within occupy – maybe temp check tool and then set up a hub, call etc.
jr-excuse for a new mon nite call (twinkles)
t – worry about something like temp check – so new; cool with having the conversation that hleps us decide whether to go further with a conversation
cal -no sound
tracy -on call
m-don’t have to use the temp check tool – but can intro this tool for this, could accomplish same thing with a survey – benefit of temp check tool is the comments
t – use temp check and invite to a call – use both tools
m – who’s requesting the temp check call – io host the call and invite the call seems very active step
t – could reach out to the fac. group of the gathering; we need to organzie a call anyway to explain the visioning – the #1 thing people will come back to a call for
m – see if fac team wants to set up t – slow to get consensus
cal – off an on a few times-would like to hear what’s been proposed; continued at our role vs. natgat team.
a – can we not just ask matthew, larry, nate what they want to do – if they want to set up a call or if we do it or whatever their group wants
t- vision grp is bigger than them – they were interested in putting it out there with a way to add notches to it and add
could send an e-mail to the faciliatation wg, but do want to send out over the lists asap and won’t have an answer of what to do with it – lose the oppty
a- given that – we distribute it, ask to engage, use that time while people are doing that to come up with the next steps
t – press release in philly so we don’t have to worry about that
m -visioning for the movement has been a sticky thing all along – question the efficay of really actively moving forward with it without asking the movement, the visioning group how we should move forward
t-convinced to be more hands off; even temp chekcing on it is us taking a role – make part of the first newsletter this week
dr.c-already an impression that io has its hand in this process too much – likes the idea, just has that concern
dr-m-beautiful solution tammy – what we’ve been talking about – newsletter digest – someone from the newswire to submit it, we can just add it, channelling it
t – in the meantime, we can communicate—-
temp check taking the next step as:
ask the vis grp how they want to proceeed ask them to submit
a – approach visioning group – submit what they like
m – include whatever they submit in our newsletter tomorrow
unanimous to do this.

2. Hub Demo Call – From idea to large-scale organizing
t- nat’l training call
dr response from walt by e-mail – shy away from using the words national coord traiinng – more as a demo and then folks choose to use
t – hub demo calls, learn tools that can be used for national coordination
a- tools for natl coord or coord tools, collaboration tools
m -his notation above “from idea to large-scale organizing”
jr- be clear what the call is about, about the hubs and the reason for them – (to coord, collab and organize) ppl who don’t want to organize don’t like us regardless
cal – curious – business of saying we can’t talk about coord just hinders us. has anyone attended the meeting about coord at the natgat and what that convo was
t-you mean the demo we did? for the site?
c – open space meetup perhaps – talking about movement coord – udner a big tree
m – actually suggest how we’re framing it aside
jr – did sit in on that and urged folks to get ahold of us start a hub, etc.
m- there’s a later item on agenda bring up now – how we strategically want to roll out the new hub system – (Agenda Item 6B)
1 – announce to everyone and start to train right away – let folks use and org and see how goes
issue with that is we may end up with folks not using the system, create hubs that just sit there
2 – more slow and strategic approach – reach out to groups we know are organizing, invite them to create the first hubs, then when those are in place and being used do trainiing
t- policy – if a hub doesn’t get used we will drop it – some policy – doesn’t think we should wait – we’ll lose momentum – prefer to risk having too many that won’t get used than to risk losing momentum – twinkles
a- hear concerns – regardless we should go after those we know are organziing but in terms of announcing and letting ppl know they are there, one approach is to blast out – we have this service here it is for your use – some calls duds, some great – should do the same with the hubs – if there are folks out there who go to the trouble of creating a hub, it may help to organize and spur them; may show movement to inspire others and also to
c – structure call in a few minutes – maybe this can continue there?
m – good – was supposed to open that call – please do that
tracy – best to push the hubs? can’t hear her
m – temp check – plan a call soon for nat’l coord traiing, hub demo; put in newsletter tmrw.
unanimous – plan the training call, send over newsletter tmrw
t- tools for movement collaboration training

m – for the name – take to e-mail to accomplish more here in next few minutes

3. Content of email to be sent this week.
A. Visioning follow up
a digest e-mail which will gather info from all the newswire submissions we have this week that will include the visioning; invitation to demos of the hub – don’t know what we call that yet.
t- hub, calls

impt to send out e-mails – somehwere in the subject include the info that the visioning is included will give us more hits.
unanimous on 2s, cal stand aside – visoning language in the subject

tr – occupy.net? (couldn’t hear)
m- dr – blurb that the commentary on the new system, introducing that next week they’re going to get a fuller digest; integrating occupy.net basically a blurb explaining the step-up we just took.
m – temp check – include a blurb from io announcing the new system and tools,
t – feels funny to roll it out in a way that’s not well done esp if we are doing it in a week
m – so what tmrw – just an announcement of the visioning?
t – sticky place – we should invite ppl to the tools training, but maybe should wait until we have it all together
a – how soon can Drew do it
m – in a text e-mail we can format it well enough that it will look professional and can announce that next week it will include images, etc. – only reason we should do it as a newsletter, then we have to send out all the other updates or just send out the visioning process
t- retract her concern as long as it looks good enuf so ppl don’t open and say this is the new newsletter? and never look at again
m – something for communications to format each week and then send out to all io each week before putting out
suggest we do that for this week also, in the e-mail
send out 1st this week
text formatted
include: (missed some bullets in here – jw)
small announcement blurb as far as io and .net

B. Invitiation to demos of hubs
m – when to set up the hub call
a – this friday or next monday?
m- prefers monday
temp check – unanimous
work out times on e-mail, who/how facil; probably need to use go to meeting for that; tammy, andrea and badger
m- great, more work for us. yay.

4. What we are sending to the specific meetups. follow from meet-ups on outreach call tomrw.
A. Offer listserv, hub, or call?
B. Creation of thematic hubs?

5. Newsletter sections to send to Drew for designing a template.

A.Newswire posts
B. Call Calendar
C. IO Announcements
D. Featured Hub?

m -can consider new hubs
t – feels this convo belongs in comm subgroup
m – true but need to get stuff to Drew so need to come to consensus
m –
1 blurbs form the newswire posts, featured image, title, blurb and link to include more
temp check – unanimous

2 blurbs form the hub updates – submitted updates get included in our newsletter, just titles, not actual blurbs (may be a lot)

3 area for io announcments

4 new hubs created this week

5 featured hub
t- concern about choosing that but good idea to highlight m – agree could be sticky but could be worked out better if more time – suggestion to hand to Drew to design but not include until we have a process
to be done on communications sub group call

6 upcoming calls for the week
t – a concern about cluttered look – ask Drew about that – suggest actually only listing 1 or 2 and have a read more link to the rest
have items ordered and then again we must have a process to make those decisions 1, 2 or 3 that people are reading by clicks, by other means…
also think that call calendar and new hubs should be very visible – most important
m – benefit to submitting all is that [eople will know that if folks submit to our newswire they see that they will be included in our newsletter – this week only 5, so that won’t be bad

m – suggestion: new hubs, upcoming calls, io announcments front and center and rest of newswire items following

6. Discuss website launch: outreach and rollout plan.
A. OWS newsletter announcement
B. Slow and strategic vs open the doors

t – for agenda items left, send an e-mail and suggest if for outreach or communciations and we will send to those groups
m – do we need an announcement to send out to the ows group – they will be sending out wed. (hub demo call next monday)
t -yes go ahead. cal – clarify – yes, ok

Draft Agenda (Day 2):

Check Ins (20m)
Agenda & Schedule review (15m)
IO Culture conversation (1h)
Roles, Responsibilities & Positions
Leadership structure of IO
Matching Core Team Members Tasks with their Skills
Passwords / Tech Security (call?)
Outward communications (email)
Strategy & Organizational Development Improvement Plan (2h) – some might be breakouts
Strategic Outreach Plan & Calendar of Events (20m)
Training & skill Building (15m)
Strategic Alliances and partnerships (20m) (call?)
International (20m) (call?)
Call Quality vs. Quantity (15m)
Urgent Call Guidelines
Social Media
Finance Topics (1h)
sponsorship (15m)
Donate (10m)
Fundraising (20m) (call?)
Finance Committee (3 people nominated)
Short Term Goals and Planning Part 3 (1.5h)
Wrap UP Next Steps, Tasks (30m)
Check Out
______________________________________________________________________________

Check-ins

Agenda items:

Check-ins
Digest Report Back
Brainstorm Short Term Plan!
Categorize & Document Plan
Roles Responsibilities/Culture
Finances
Strategy-Outreach
Strategy-Partnerships
Strategy-Training
Strategy- International
Wrap-up? 5-7
Call Quality vs. Quantity

Michael: Is this NatGat follow up, or short term strategy? One month? Six?

Jackrabbit: I’m thinking about a month.

Tammy: Maybe we should start with NatGat follow up.

Andrea: I have to meet with Dana to learn the Civi forms, input all the meet-ups, and the signup sheet info (from NatGat). Need to import the meet-ups into their own meet-ups, then add them to the main (announcements) list. We’re retiring the announcements list (and it’s 5600 contacts) then add them to Civi. We’re just putting them into the newsletter. We’ll add these names to the NatGat names. Then we need to send an email out announcing the website and its new features. We also need to create hubs for the meetups.

Michael: I would say that would be a question.

Andrea: Ok. So we’ll possibly create hubs. Then spread word that they exist. CREATE HUBS?

Tammy: So for the meet-ups, I’m not sure about creating hubs, but we should email the full list of contacts to the people on it. TO DO

Put the PUBLIC DIRECTORY together, and get their location information.

Badger: For our newsletter, I think we need to do it by Tuesday. Keep momentum going. Next one doesn’t need to be a full designed one, just a check-in after the NatGat, announce what’s going on with IO, and talk about the movement newsletter. Drew has agreed to design templates. Agreed to by next week. Some of the stuff we hsould have in the newsletter: a call for NatGat follow up, offer to demo the hubs, national coordination training stuff?, spread the news about some of the trainings offered at NatGat. It’s a question if we should be creating hubs off these thematic meet-ups. That’s a lot of thematic hubs if we did that. Maybe main issues, like “Bank Justice.’ Some large issues, and just have a few of them. Anotehr idea , potentiall,y is offer tech and facilitate calls for ones that do want to start hubs. Then talk about how these things have come out of the National Gathering. NatGat visioning next steps. Possibly use TempCheck tool.

I have a bunch of things.

All: Keep going!

BAdger: I think we should put out a media alert. (Press release?) Try to engage the media more long term. Next week in the OWS newsletter they’ll be announcing the Occupy network (occupy.net, interoccupy.net). We just have to give him copy, and he’ll give us a really nice page. We should consider again doing launch parties. the tech ops folks are interested. Especially in NEw York it would be interesting to do a demo/party. People might actually come, and we could force them to learn from it.

We should be calling groups and offering it to them, like Occupy Marines. Outreach to existing groups.

{See Badger if any of IO’s people would be interested in working on a Chicago co-op project they work on}. What this brought up for me is the poential for using the hubs as an emergency response plan. Like in PA with fracking. If something’s going to be going down in 3 days, you wouldn’t want to put a website. We could make emergency hubs, with quick action alerts. Hosting a forum, listserv, offering to start calls, as we do media alerts, people will be gathering in those hubs. We could ultimately end up with a step-by-step action plan for all emergencies, do this this week.

We should craete a bunch of banners, and start tabling in lots of places.

JR: Franchising IO.

Badger: No, but using it more for outreach, more deliberately.

Walt: As we go around, and do all these things, and get exciting about things, I have a concern that we have a list of tons of things. I think we’re about 4x maxed already. Our capacity isn’t quite there. People should keep that in mind.

JR: Onboarding new volunteers.

Walt: IO capacity building.

Tammy: I can’t believe I’m saying this, but I think we can do all this. The things we’ve been working on, tirelessly, a bunch of them just ended. In terms of our capacity, we’re in a different space. It’s not just me, its Michael, Philly guys, (“me”: Jackie)., yeah, it’s a lot of work, but we have people ready to do more work again. We have a ton of volunters who were excited to work with IO, but since the move to the site, we haven’t gotten to them yet. There are a lot of people ready to get to work. We just ahve to engage them. I don’t hink it’s tricky, we just stopped doing it well. We’re all here around this table, and I think we can do it. We can prioritize it, when we’re done, but I don’t want us to get in to the this isn’t possible mode, because I really think it is.

Walt: I don’t want to sound like raining on parade. It shouldn’t be repeated that you drove yourself into the ground (these past weeks). We should have respect for consistency, reliablility,. Everyone should be respectful that it takes a little more than we expect to get it done. Badger said it takes 30 or 40 minutes to set up a hub.

Andrea: It doesn’t.

Michael: I said, I’m sure Andrea can do it in ten.

Jay: I think it’s important to put up what we’re already doing. TAs, training, call creation, answering emails, etc. Can we at least put up “Existing things we do.”

JR: We’re still brainstorming.

Michael: Planning some new calls, should happen. Like suggesting this national coordination training become an every other week call, and demo the hubs. Really work on the orientation to Occupy call. Start looking at how best to support our international allies.

JR: Is that really short-term planning.

Michael: Yeah, I still think so. How to learn mumble.

Put a donate button on the website. That’s in the short-term plan. How to deal with that is an important question.

Cal: Do we have training up there? A training call? I assume we’re gonna be training new volunteers.

Tammy: We have that already, the orientation call.

Nate: Planning on looking at the IO.net content, especially the “Get Involved” and “About IO” sections.

Smart media, strategy plan, press releases, advisories, etc.

Badger: This follows the tabling, but I’d like to get business cards, more consistent outreach materials.

JR: We should ALL GET EMAIL ADDRESSES.

Tammy: I have a suggestion… we should go through this list and assign them to subgroups. I don’t know how many actually exist these days, beyond Outreach.

Jay: One thing we could do is a statement of support for InterMovement… just an idea. An inter-movement statement. That we want to support Occupy, but not be fragmented.

Nate: An invitation to join our network?

JR: Let’s talk about this later. Cal, question?

Cal: I want to ask you to clarify, do you think we should not prioritize these things and let the subgroups do it?

Tammy: I think we should figure out which teams are going to make this happen. There are some clear categories of things.

Cal: Create an organizers subgroup (“Organizing the organizers”). Organizer hub?

Michael: That’s part of the larger hub strategy.

Jay: Creating an internal IO hub.

Badger: I wanna recommend we take a look at the project management software we have on Occupy.net. I think it could really help our team get organized, and it’s not that hard. You start a project, put a team on that project, send each other notes, issues, etc. We could dump all of these projects in as projects, and it might create a more project-oriented structure for us.

Jackie: Two ideas: time-banking. (going back to the conversation of putting 20 hrs a month into IO) A way of tracking hours. Other thing is social media. On the outreach team we’ve had a social media subgroup, Brandi does a lot of social media. Hootsuite, other things to make it easier to do social media. We need to GET SOCIAL MEDIA TIGHT.

Tracy: Back in May me and Badger were talking about getting, and actually got the Communications subgroup going. We need to talk about that more, we’ve talked a lot about these things, newsletter, Celly, movement writers; we’ve got the google groups up, the newsletter up for the communications subgroup. I feel that we really need to start developing that more.

JR: As far as the project management software goes, people should be aware of it. PEople should know about it, is very potentially valuable. I’d like to see people using it.

Cal: Complete the revision of the mission statement.

Badger: Project Management software could be good. I think we need to create a hub for internal interocc organizing. Really make use of the forum. Create threads for each of our projects. Move away from Google. Keeps things more transparent and open. Keeps things threaded.

Tammy: Also, there are so many google groups that get started but don’t get used.

Andrea: They were used for a while, but then they started dying.

Tammy: Forums don’t get lost.

Walt: All communications will be challenging. It might get a little more streamlined.

Michael: Maybe have some working lunch?

Walt: Work right through lunch?

I’m not sure of the efficacy of breakout groups here.

JR: I have to go deal with my car.

Andrea: tammy, you take over.

Tammy: OK, I put myself on stack. Let’s find the categories that each of things go in, then figure out what we all need to talk about. Think about categories of work and put things under there.

Cal: Should we identify what the subgroups are?

Tammy: I think because all but outreach are non-functional, we should figure out what new groups we need.

Outreach.
Communications.
Admin.
Organizational (for mission statement, business cards; internal infrastructure)
Hubs group (like if there’s 200 hubs, a group to deal with the hubs… Andrea: it’s not different from Admin right now)
Movement services (or Hubs services?)
Tech team (kind of part of IO, kind of its own autonomous thing -Cal)
Organizational Steering Committee? Talk co-op stuff, and other organizational internal IO stuff.
Training

Walt: Admin is going to get a lot more complicated. We’re talking about services delivery. I think we should move hub-building from admin.,

Jay: Almost creating a new branch of IO, like service related access points. I think that’s a fascinating concepts. I think there are a lot of things I’ve done, or other things that have been excluded from IO. AS we evolve, dealing with money, organizational structure., I know that our movement doesn’t support hierarchical things, but I really like the idea of a STEERING COMMITTEE.

OUTREACH:

Launch parties for IO.net
Outreach to existing groups
Table/banner at local events
On-boarding volunteers
IO.net content updates
strategy for getting NatGat meetups into IO
Orientation to the Movement
Orientation to IO
National coordination training? (Michael: Could put that in training)
YouTube videos (Training? Communications?)

Nate: I think we just send them all an email, an email to a whole meet-up, ask them if anyone wants us to start a call or hub.

Jackie: That’s just what I was telling groups.

Tammy: The philosophical question, is anyone opposed to reaching out to these people? As we said we would.

Michael: Business cards?

Tammy: That’s Admin, we decided.

Walt: Do we need an Operations subgroup?

Michael: My suggestion with web/tech is that I continue to act as a liason, because we won’t get too many web/tech people to come to Thursday calls, for instance.

Walt: I’m talking work groups to organize delivery of what we do.

ADMINISTRATION: Operations.

Import contacts to CiviCRM
Public directory
Business cards
Email addresses
Running virtual workspace (adminstration of IO hub)
Existing roles (call set up, website, etc.)
Creating support forum (Andrea: Help Desk!)
call maintenance.

andrea, jackie, tracey, gordon, gina
COMMUNICATIONS:
Communications to our list
Newsletter
social media
IO role
media
IO. net.
promote.
mission statement (larry, nate, cal) Brandi
Jackie
Tracey
Walt
Michael

(Tammy: need a curation person, a curator who isn’t just Andrea; send out newsletter that has more than just call announcements… Michael: I think the weekly newsletter will take care of a lot of this. But we need to work out protocols, unless we want to keep working in this ad hoc way.)
OUTREACH:
launch parties for IO.net
outreach to existing occupy groups
table and banner @ local events
on-boarding volunteers
meetups in reach/follow up
IO.net content update
orientation to occupy/interoccupy
time banking
tammy
jackie
tracey
brandi
michael
gina

FINANCE:
donate button (s)
fiscal sponsor
budget
fund raising
potential partnerships
MRG next steps.
jay
andrea
viveck
michael
jack rabbit.
2b named:
(maybe STRUCTURE, SERVICES, ORGANIZING)

call for HUB intro.
training. national coordination.
natgat visioning follow up/outreach
international incorporation

services HUB (writers, training, support, gatherings)
categories hub.
emergencies hub. michael
tammy
cal
andrea
jay
walt
gina

need forums for each of the new working groups, rather than the google group.
next steps. and who will be where.

General Discussion General Positive General area of improvement.
starting a IO internal team discussion, roles, responsibilities, process.
What is working and not working?
areas of improvement and solutions. What are current roles and strengths in the group? Where would you like to grow into as IO grows? relationships are forming, and reorientation of roles.
need for honesty. not good or bad. but be true. (including leadership roles)

new ppl stepping up to do some of the work.

the lull is passing, we are hitting an ebb up.

We can get shit done. amazing team. diverse in backgrounds, locations, and skill sets.

with responsibility comes power and with power comes responsibility.

some have deliberately step up back from jobs yet still participated in calls. (planning calls?)

leadership, management, accountability structure.

ppl can jump in and make things happen. but need to stop and trust the process once its laid. over push by individual.

work to do about how we do our work. all the time. otherwise ppl jump in and do heroic things and burn out. on our path to doing this some.

philosophical understanding by Brenden last night. high performance. high ideals. (NOTETAKER comment: not sure what he is talking about some one has to fill in idea here)

stand alone but not walk alone. everyone could step into a role that they own. not orders but “boss”. but empowerment by choice, trust and group support.

leadership training course. a leader is not somebody who is CEO of company, but someone who listens and is able to inspire others.

the new, deeper collaboration with other groups, such as OWS tech ops.

our organization and commitment and the service to others is really very important and NATGAT experience left that clear in some minds on team.

we are providing a real structure and network for all the upcoming revolutionary moments.

and we are AWESOME!

overall experience is positive. more recently….

our problems are emerging because we are doing this well.

leadership is important. and is good we are talking about different models to do that.

project manager for a time period is a favorite.

leaderful movement.
need to name project leaders.

need help with support and project organization for groups after calls.

bottomliners is missing, shit doesnt get done unless the few step up to make sure of it. they are exhausted.

consensus. what is it for IO? it is not about talking everyone into the personal agenda, but what is good and desired by group.

assaults when they happen hurt the group.
planning calls feel like unspoken leaders are there. can feel alienating to others.

unequal distribution of labor.
a lot vs. nothing. said again, and again.

public humiliation (and discredit) has been felt by some individuals. demoralization.

need to find a way to talk publicly within group (n email list)

respect for TA group. does not need to see fighting from other subgroups including planning team. very damaging to all involved in IO.

too much focus and discussion on process.

does not need to be hierarchical, but parallel roles and process. bi-lateral decision making system.

clear roles and responsibilities for “membership” to planning team. with minimum work load.

essential to encourage each other to take care of each other. ask sometimes for some ppl to step back and take care of themselves.

find strengths so individuals can focus.

our internal relationships. some dominate the conversation.

power dynamics.
some individuals need to step back. lack of consideration for group time and capacity for listening.

part of consensus process is important and allows others to speak that our quieter.

trust and empower small groups. working groups related, back to consensus process for everyone to feel heard.

lately seeing less participation in planning calls. and getting more dominated. how can one be opinionated when not doing any of the work.

need more respect. more empowerment.

need to revisit the task list.

the bickering has to stop. esp. toward andrea. without her none of this would have happened.

need more trust internally.
need a respectful process to offer feedback.

structure.

General Discussion: (brainstorm)

planning team calls. modified spokescouncil proposal. each “project management team” or each sub group identifies a person to keep others informed.

PM (project manager) is not the person who takes on all the work. roles within the project teams can rotate based on each sub-groups needs.

planning group and coordinating groups. parallel. dual system. each sub group sends a person (s) to planning group also.

no matter what we do, ppl in the movement will find something about our process controversial. we can frame it carefully with carefully chosen language.

becoming more complicated than needs to be.

need a bottom-liner. and a term ppl in movement are comfortable w term. need to be planning calls. bottomliners are essentially conveners. project manager is another term ppl are ok with.

more subgroups working means we are doing less on planning calls.

how do we have IO bottomliners?

planning call. time blocked out specifically for spokes type of thing.

calls should remain open if someone is doing work, they should feel comfortable to be on the call.
assuming openness at all of these levels.

bottomliners NEED to delegate! co-role for bottomliners to share responsibilities. proposal:

one bottomliner for each sub-group. each sub-group creates own leadership needs re: two bottomliners.

bottomliners tasks. who is doing what tasks. when and updates(report backs) making sure meetings happen. and bringing in new ppl. and in-taking new people.

role of thursday night call. maybe biweekly call necessary attendance of bottom liners / anyone in subgroup is welcome to call / open voting / maybe 1 to 3 bottom liners of making that happen for IO planning call, facilitating subgroup communication / bottomliners – call needs to happen weekly.

once a week stands / bls proposal.

to be on planning team and call. one must work. blms process work definition. work ethic and quality is discussed in subgroups.

mediation and feedback. mediation model. heart keeper/temp. check. . NVC WG. outside mediator.

SHORT TERM PLAN!

who is taking up what jobs?
Sub-groups will need to make call and meeting happen before thursday for a report back by next call!

call quantity vs. call quality. call process. urgent call proces.

Thursday. 6 pm. read links and ready for cont. of mtg.
a feedback and mediation proposal will be ready.