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Title: Missouri Strategic Plan 2019-20

Original CoS Document (slug): [[https://conventionofstates.com/files/missouri-strategic-plan-2019-20-1|missouri-strategic-plan-2019-20-1]]

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Attached File: MO_COS_Strategic_Plan_2019-20.docx

Created: 2020-01-13 07:38:55

Updated: 2022-07-17 09:58:44

Published: 2022-07-17 01:00:00

Converted: 2025-04-14T19:59:20.116037306


----

**Convention of States Missouri**

**State-Wide Strategic Plan**

//**Working Copy**//

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Please note: The goal numbers on each sub-page are intended to support the goals as numbered on the State-Wide Page.

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**Today’s Date:** (Working copy date: 9/23/19)

**Target Date:** 9/30/20

**Start Date:** 8/1/19 or sooner

**Date Achieved:** TBD

**GOAL:** //To have eliminated the Sunset Clause on the Missouri COS Resolution and to have passed the Faithful Commissioner Resolution in both house of the Missouri Legislature.//

**\\
Verify that your goal is SMART**

**SPECIFIC:** What do you plan to do accomplish this goal?

1) We plan to have extended or eliminated the Sunset Clause from the Resolution to Call a Convention.

2) We plan to have succeeded in getting the Faithful Commissioner Resolution passed in both houses of the Missouri Legislature by May, 2020.

3) We plan to quadruple our leadership team.

**MEASURABLE:** How will you know when you have reached your goal?

1) and 2) It will be all over the news in Missouri.

3) Citizen Builder records will show whether or not we succeeded.

**ACHIEVABLE:** Is this goal realistic?

1, 2 and 3) Yes. We have over 33,000 petition signers who can influence our legislators, and the State Leadership team has been actively involved in meeting with and educating legislators.

**RELEVANT:** Why is this goal necessary and important?

1) and 2) We need to extend or eliminate the sunset clause so we do not have to re-introduce the Resolution in a future legislative session. Also, by having the next step, the Faithful Commissioner Resolution, accomplished it will show our supporters and everyone else that we are here for the long term and that our mission is ongoing.

3) Our leadership team size has not kept pace with the increase in supporters. We cannot effectively succeed at any other goals without an increase in active and engaged volunteers.

**TIMELY:** When will you achieve this goal?

1) and 2) By the close of the Missouri Legislative Session in May, 2020.

3) By January, 2020.

//**This goal is important because:**//

The State of Missouri passed the Resolution to call an Amending Convention on May 12, 2017 with a five-year sunset clause. The next step in the process is to pass a Faithful Commissioner Resolution. The latter was attempted during the 2019 legislative session but because of so many other items on the legislature’s agenda (carried over from 2018) we were not successful.

//**The benefits of achieving this goal will be:**//

Of the 197 senators and representatives in 2019 63 were new to their positions and we spent a good deal of time educating them about the Convention of States. All of the representatives and some of the senators will be up for re-election in November, 2020. If we can achieve both these goals before then we can avoid having to re-educate new legislators in 2021.

**\\
//Who will be involved in this endeavor?://**

Our State Leadership

Our Volunteers

Our Supporters

**Specific Action Steps:** What steps need to be taken in order to achieve this goal?

See External File for action History.

**Convention of States Missouri**

**State Leadership Strategic Plan**

//**Working Copy**//

**Today’s Date:** (Working copy date: 9/23/19)

**Target Date:** 5/31/2020

**Start Date:** 8/1/19 or sooner

**Date Achieved:** TBD

**GOAL:** //To support the COS MO State-Wide Strategic Plan by growing our grassroots, engaging our legislature through our Legislative Liaison Team and the grassroots, by implementing technical and COS Action training efforts for all roles, and by developing the leadership skills throughout the volunteer team.//

**\\
Verify that your goal is SMART**

**SPECIFIC:** What do you plan to accomplish?

1) and 2)

> a) We plan to engage as many legislators as possible by providing educational material regarding the Convention of States;
> 
> b) We plan to meet with the legislators in person both while they are out of session in 2019 and during the 2020 legislative session;
> 
> c) We plan to hold virtual town halls to include the COS Missouri leadership team and invited legislators using conference calls to answer any questions and concerns.

3)

a) We plan to quadruple the number of our District Captains;

> b) We plan to have all District Captains trained in the use of Citizen Builder and actively engaged in their districts;
> 
> c) We plan to have all COS Missouri Regions supported by a Regional Captain and at least one RC Team Member;

**MEASURABLE:** How will you know when you have reached your goal?

1) Passage of an extension to the Sunset Clause or its total elimination in both the House and Senate.

2) Passage of the Faithful Commissioner Resolution in both the House and Senate.

3)

> a) We will have succeeded when we have 64 District Captains who are trained and engaged;
> 
> b) We will be able to measure the District Captains by their engagement and use of Citizen Builder;

c) When we have seven Regional Captains and a RC Team Member is in each region.

**ACHIEVABLE:** Is this goal realistic?

Same as State-Wide Strategic Plan.

**RELEVANT:** Why is this goal necessary and important?

Same as State-Wide Strategic Plan.

**TIMELY:** When will you achieve this goal?

1) and 2) Same as State-wide Strategic Plan.

3) We will attempt to complete some initiatives by January1, 2020 and others will continue throughout the year (see various leadership activities for further details.)

**RESPONSIBLE PARTIES** : Brett Sterley - SD, Joshua Barrett - RC, Barney Hite - RC, Randall Pickens – SIA, Carol Hurley – RC Team, Joan McDermott – SCC, Gwen Lanzer – SCC Team and Rodney Huckleberry - RD.

**Convention of States Missouri**

**Legislative Liaisons Team Strategic Plan**

//**Working Copy**//

**Today’s Date:** (Working copy date: 9/23/19)

**Target Date:** 5/31/2020

**Start Date:** 8/1/19 or sooner

**Date Achieved:** TBD

**GOAL:** //To remove the Sunset Clause and pass the Commissioner Selection Resolution.//

**\\
Verify that your goal is SMART**

**SPECIFIC:** What do you plan to accomplish?

1) and 2)

A) Secure resolution sponsors in the House and Senate.

B) Recruit volunteers to go to the Capitol regularly.

C) Interact with legislators during the intersession.

D) Contact all November, 2020 legislative candidates.

E) Continuing education of legislators.

3)

A) Recruit at least one Legislative Liaison in each of the COS-MO Regions.

B) Increase the usage of the LMS, Voter Voice contacts and Patriot Games.

C) Call on our supporters to engage in CTAs during the Spring, 2020 legislative

session.

> D) Creation of a Strike Force of supporters and volunteers who live within 30 miles of Jefferson City who can be available at the Capitol on short notice for hearings, meetings, etc.

**MEASURABLE:** How will you know when you have reached your goal?

1) When the Sunset Clause is removed (best scenario) or extended.

2) When the Faithful Commissioner Resolution has been passed.

3)

A) Citizen Builder records will show success or shortfall.

B) Current records in the LMS, and statistics from Voter Voice and Patriot Games

C) Responses will be not easily traceable.

> D) We plan to have the Strike Team defined by January, 2020 but we will only know if it is successful when we are calling upon the volunteers during the legislative session.

**ACHIEVABLE:** Is this goal realistic?

1) and 2)

A) We do not have the ground game we need at the Capitol.

> B) We have to deal with the filibuster threat from Senator Holsman and possibly other legislators

3)

A, B and C) Any increase in activity will be better than our current position.

**RELEVANT:** Why is this goal necessary and important?

1) and 2) These goals must be achieved or we will have to go through the whole process again.

3) Without an increase in active participation we will not be able to withstand the natural changes which take place within all grassroots-based endeavors.

**TIMELY:** When will you achieve this goal?

1) May, 2020 for the removal (or extension) of the Sunset Clause.

2) May, 2020 for the passage of the Faithful Commissioner Resolution.

3)

> A) Prior to the start of the Spring, 2020 legislative session.
> 
> B) and C) These are ongoing goals with an emphasis on being engaged during the Spring, 2020 legislative session.

D) January 1, 2020 for solidifying the Capitol Strike Team and LL Team.

**RESPONSIBLE PARTIES:** Brett Sterley - SD, Joshua Barrett – LL Team, Danny Vaught – LL Team, George Theodorakos – LL Team, Gwen Lanzer – ML, Rodney Huckleberry - RD, Rita Dunaway (National), Robert Kelly (National), and a possible lobbyist.

**Convention of States Missouri**

**Grassroots Team Strategic Plan**

//**Working Copy**//

**Today’s Date:** (Working copy date: 9/23/19)

**Target Date:** 5/31/2020

**Start Date:** 8/1/19 or sooner

**Date Achieved:** TBD

**GOAL:** //To support the COS Missouri mission by educating and activating the volunteers and supporters.//

**\\
Verify that your goal is SMART**

**SPECIFIC:** What do you plan to accomplish?

1) and 2) Support the LL Team by developing more active and engaged volunteers to influence our legislators.

3)

A) Increase number of active volunteers to 100.

> B) Increase C.B. Activity for assigned leaders to 50% weekly, 75% monthly and 100% every 60 days.
> 
> C) Recruit an active GC in all 8 regions.

**MEASURABLE:** How will you know when you have reached your goal?

1) The Sunset Clause is eliminated (best scenario) or extended.

2) The Faithful Commissioner Resolution is passed in both houses.

3)

A) Metrics in C.B. will show the number of active volunteers.

B) Metrics in C.B. will prove or disprove success.

C) We will have these positions filled with active volunteers.

**ACHIEVABLE:** Is this goal realistic?

1) and 2) Clarifying our state strategy should make this achievable.

3) We will succeed only if we develop a step-by-step plan and follow it.

**RELEVANT:** Why is this goal necessary and important?

1) and 2) Same as the State-wide Strategic Plan.

3)

> A) If we do not grow our team of engaged, self-governing volunteers, we will not succeed.
> 
> B) Unless our volunteers are engaged in contacting their districts and their legislators as well as continuing their education we will not experience a positive change in our grassroots.
> 
> C) The presence of active RCs will facilitate interaction between all parties to this effort `and they can help to provide structure, assistance and support to their DCs and volunteers.

**TIMELY:** When will you achieve this goal?

1) and 2)12/31/19

3) These are ongoing efforts but we hope to meet our goals one year from this plan’s inception.

**RESPONSIBLE PARTIES:** Brett Sterley – SD, Barney Hite – SGC Team, Bennie Salkil – SGC Team, Joan McDermott – SCC.

**Convention of States Missouri**

**Communications Team Strategic Plan**

//**Working Copy**//

**Today’s Date:** (Working copy date: 9/23/19)

**Target Date:** 5/31/2020

**Start Date:** 8/1/19 or sooner

**Date Achieved:** TBD

**GOAL:** //To support the entire COS Missouri team with communications related to news, education and events.//

**\\
Verify that your goal is SMART**

**SPECIFIC:** What do you plan to accomplish?

1 and 2) The key to influencing legislators to extend or eliminate the Sunset Clause and to pass the Faithful Commissioner Resolution will be grassroots involvement; the SCC Team can help to inform and engage our supporters by:

> A) Including articles in the monthly newsletters and on the Missouri blog post about the importance of the Sunset Clause and the Faithful Commissioner Resolution. Once the 2020 session is active we can include links to the legislators and request our supporters to contact their representatives.
> 
> B) Before the beginning the of the Spring legislative session we can resend the ‘For Legislators; Information Page which Gwen Lanzer developed to all legislators when they may have more time to review it.
> 
> C) By assisting the State Leadership Team in promoting Tele-Townhalls specifically for the legislators while they are out of session.

3) We plan to increase our Leadership Team, including District Captains, by engaging them in following the individuals in their districts who are declaring their candidacies for the November, 2020 general election. Since the Missouri Secretary of State will not have official filing details until well into the Spring of 2020, we propose to develop a network of ‘reporters’ in all 163 Missouri House Districts who can report to the SCC about these potential candidates.

> A) The SCCs will contact each District Captain and gauge their capability and wiliness to garner information and report same back to the State Leadership. If they are unwilling or unable we will contact any DC Team members available and lastly volunteers (with confirmed accounts) in that district to see if they are willing to be the local reporter. We will focus on Volunteers for any district without an active District Captain and/or DC Team member. For those districts with none of the three types of volunteers designated, the SCC team will attempt to fill in the gap. If we can get a Grassroots Team in place, we can hand off some of this responsibility to them and assist as needed.
> 
> B) Once the Missouri Secretary of State has the information available, we will process and provide current information to the State Leadership Team for all official candidates for office using the system which was developed two years ago.
> 
> C) Promote COS through assisting at town halls, developing news articles and interviews in the monthly newsletters and publishing blog posts.

**MEASURABLE:** How will you know when you have reached your goal?

1) and 2) Open rates on emails, responses from supporters confirming interactions with legislators and legislator engagement in the Tele-Townhalls.

3)

> A) If we can get half of the 163 House Districts engaged in ‘politician reporting’ we will be content with a good beginning.
> 
> B) When the filing period is closed and we have fully updated our candidates’ records.

**ACHIEVABLE:** Is this goal realistic?

1) and 2) Yes

3)

A) Guestimate: 50/50 chance of success through 2020.

B) Yes.

**RELEVANT:** Why is this goal necessary and important?

1) and 2) We need to engage our grassroots in order to succeed.

3) We need the information our DCs, DC Team members and/or Volunteers can provide and we need to find ways to keep them engaged in our project.

**TIMELY:** When will you achieve this goal?

1) and 2) by close of the legislative session in May, 2020

3) We hope to have ‘reporters’ providing updates at least through the November, 2020 general election.

**RESPONSIBLE PARTIES:** Joan McDermott, Gwen Lanzer, Rodney Huckleberry, Garrett Humbertson (National), and Brett Sterley

**Convention of States Missouri**

**Event Management Team Strategic Plan**

//**Working Copy**//

**Today’s Date:** (Working copy date: 9/23/19)

**Target Date:** 5/31/2020

**Start Date:** 8/1/19 or sooner

**Date Achieved:** TBD

**GOAL:** //To increase COSP’s visibility in Missouri by organizing and participating in public events.//

**Verify that your goal is SMART**

**SPECIFIC:** What do you plan to accomplish?

1) and 2) Support the State Leadership with Capitol Surge during the Spring, 2020 session.

A) Organizing the Capitol Surge Day event.

B) Organizing town halls specifically for the legislators

> C) Providing the Grassroots and Communications Teams with any information about upcoming legislative activities.

3) Support the Grassroots Team by providing assistance with events

A) Organizing town halls, fairs, social gatherings, etc.

B) Setting up speaking engagements/presentations

C) Increasing legislator interactions (Meet and greets, public events)

**MEASURABLE:**

A) Number of appearances

B) Number of new petition signers, volunteers and leaders.

C) Number of interactions recorded in the LMT.

**ACHIEVABLE:**

A) If we can engage our volunteers

> B) If we can increase the number of active and engaged volunteers to maximize effectiveness

C) Look at our existing volunteers to identify candidates.

**RELEVANT:**

A) Must increase our visibility to reach, teach and activate

B) Public visibility will open doors to new supporters and event opportunities.

> C) One-third of our current legislators are new to their positions. We need to gain visibility, educate all of them and show them that we are in this fight for the long haul.

**TIMELY:**

For all three goals, we need to have as much interaction prior to the start of the Spring, 2020 legislative session. However, the efforts must continue throughout the session and beyond.

**RESPONSIBLE PARTIES:** Brett Sterley, Rodney Huckleberry, Joan McDermott, Gwen Lanzer.

  - 

2019 Missouri State Strategy

SWOT Analysis

**Strengths**

  * Missouri has a core team of talented, involved servant leaders.
  * Missouri is a Red State which means our messaging has a good chance of being received well.
  * We have leadership support in the House and the Senate.
  * Legislators have been receptive to the education we have provided them.
  * Our team has a very good reputation in the State Capitol including, the Governor’s Office.
  * History and facts are on our side.
  * Missourians are hungry for a solution to the failures of the federal government.
  * We have strong technology platforms in place to help accomplish our mission.
  * We are gaining more nationally known personalities as endorsers.

**Weaknesses**

  * It is difficult to find volunteers who will stay engaged and act when called upon.
  * Many of our past strong supporters have withdrawn and are no longer active.
  * Conservatives tend to be fragmented and difficult to unite behind a single cause.
  * The public education system has largely failed in educating students about our Founding Principles.
  * It is much easier to be complacent than to step up.
  * Pop culture and the media push a radical, big government narrative. Most media outlets will not help us spread the message.
  * Our largest population centers are ideologically opposed to a smaller government.

**Opportunities**

  * A majority of citizens are frustrated by federal government action and inaction.
  * Many Missourians do not feel they are represented by either party.
  * The Constitution is being discussed more now than in decades.
  * We have a wealth of training and educational materials to share with volunteers, supporters and the general public.
  * There are several events to participate in and community-outreach opportunities.
  * Most of our legislators have an open door policy and are accessible to our team.
  * We are moving into an election season where we can interact with candidates.
  * Candidates who do not make it through the General Election can be recruited as new team members.

**Threats**

  * We have opposition from a few long time Conservative groups.
  * Politicians are focused on re-election. They will change votes if the grassroots do not stay involved.
  * The Left is very good at crafting a narrative.
  * It takes more effort to change hearts and minds than it does to appeal to emotion.
  * We have the Sunset Clause looming on 5/12/22. That must be removed.
  * We face key opposition in the Senate who will shut us down unless we can reach him.
  * Supporter apathy will continue to be a challenge we have to deal with.
  * Not having a clear vision and learning program will cause volunteers to walk away.

**Tactics**

Capital Strike Team

**Purpose:** To organize volunteers who can visit the Capitol often, engage legislators, attend committee hearings and votes.

**Department:** Legislative Strategy

**Program details:** Focus on volunteers and petition signers who live within a 45 minute radius of Jefferson City. The Program Manager will divide the supporter list for MO-60 and distribute to the volunteers to contact. During this process, we should look for volunteers who want to help with Phase 2. We will need 20-30 volunteers for Phase 2.

**Phase 1:** Contact all volunteers and petition signers residing in MO-60.

**Phase 1 Deadline:** 8/30/19

**Phase 2:** Contact all volunteers and petition signers in districts adjacent to MO-60.

**Phase 2 Deadline:** 11/30/19

**Program Manager:** Carol Hurley (DC MO-60)

**Phase 1 Volunteers:** Todd Talcott, Joan McDermott, Linda Behle, Tom and Melissa Groves.

Leadership Development

**Purpose:** To develop engaged leaders who will spread the COS message and utilize our technology platforms and COS educational materials.

**Department:** Grassroots Growth

**Program details:** This team will work hand in hand with the Follow Up Team to guide volunteers through the on-boarding process. This team will coordinate training with the Regional Training Team.

**Deadline:** Ongoing

**Program Manager:** TBD

**Volunteers:** SGC, SGC Team, DC, Regional Training Team

Event Planning

**Purpose:** Identify opportunities where COS volunteers can interact with the public.

**Department:** Grassroots Growth

**Program details:** Research fairs and shows that are worthwhile for the MOCOS team to be an exhibitor. Evaluate the event’s alignment with COS and our mission, attendance, adequate volunteer support and cost. Identify groups and organizations for the MOCOS team to present to.

The Event Planning Team is responsible for: research, event coordination, event compliance, registration, promotion, staffing, promotional materials and post-event follow-up.

**Deadline:** Ongoing. 1<sup>st</sup> event successfully completed by 11/30/19.

**Program Manager:** State Event Team

**Volunteers:** EPT, DC, Comms Team, RC Team

Legislative Education

**Purpose:** Provide continuing education to existing legislators, orientation to new legislators and manage contacts with candidates.

**Department:** Legislative Strategy

**Program details:** Communicate the COS message, provide educational materials, correspondence, talking points and responses to opposition to current, new and prospective legislators. Support the Capitol Strike Team and volunteers traveling to the State Capitol to meet with their legislators. Conduct surveys of candidates, collect and evaluate results.

**Deadline:** Current Legislators: 5/31/20, Candidates: 7/31/20, Elected Legislators: 12/15/20

**Program Manager:** LL Team Member

**Volunteers:** LL Team, SD, RD, National Legislative Strategist, Lobbyist

Follow Up Team

**Purpose:** Provide the first contact a new supporter and initiate the on-boarding process.

**Department:** Grassroots Growth

**Program details:** Contact a new supporter within 48 hours of profile build. Coordinate successful handoff to the prospect’s DC to complete on-boarding. Develop message points, vetting questions, screening techniques, train new members of the FUT Team.

**Deadline:** Ongoing

**Program Manager:** FUT Team Member

**Volunteers:** FUT Team, SGC Team, DC, SD, Comms Team

Presentation Team

**Purpose:** Give COS presentations across the state to groups or individuals.

**Department:** Grassroot Growth

**Program details:** Give PowerPoint presentations, speeches, guest appearances to groups and at events. Customize presentations to the Missouri Team’s messaging. Effectively communicate the COS message to the audience. Train volunteers who want to present to groups.

**Deadline:** Ongoing but, have team in place by 12/31/19.

**Program Manager:** TBD

**Volunteers:** SD, LL Teams, State Comms Team, RD, National Comms Team.