Legislative Contact and Meeting Log

Tracks advocacy meetings with elected officials and their staff, including who was contacted, when the meeting occurred, the policy ask, and the response or follow-up. Designed for advocacy directors and coalition coordinators to maintain a clear contact history and action log.

Meeting Basics

• Meeting Date
  Select the date the meeting or contact occurred.
• Meeting Type
  Choose the format of the contact.
• Legislative Office or Committee
  Enter the office, committee, or district office contacted.
• Jurisdiction
  Select the level of government.
• Meeting Location
  Optional. Enter the location if relevant, such as capitol, district office, or conference venue.

Contacts Present

• Primary Contact Role
  Select the role of the primary person contacted.
• Primary Contact Name
  Enter the name of the lawmaker or staff member.
• Additional Attendees
  Add other people who attended the meeting, if needed.

Advocacy Ask and Response

• Policy Issue
  Summarize the issue or bill discussed.
• Ask Made
  Describe the specific action requested from the office.
• Response Received
  Select the overall response from the office.
• Response Details
  Capture any notable comments, commitments, or concerns raised.

Follow-Up and Tracking

• Follow-Up Required?
  Indicate whether additional outreach is needed.
• Follow-Up Owner
  Enter the person responsible for the next step.
• Follow-Up Date
  Select the target date for the next outreach.
• Internal Notes
  Optional internal notes for coordination, context, or audit trail.