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Title: Regional Captain Training - Part 2

Original CoS Document (slug): [[https://conventionofstates.com/michigan-regional-captain-training-part-2|michigan-regional-captain-training-part-2]]

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Created: 2022-12-18 10:53:00

Updated: 2025-02-02 16:43:10

Published: 2022-12-21 00:00:00

Converted: 2025-04-14T20:30:29.677251552


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====== REGIONAL CAPTAIN TRAINING - PART 2 ======

 

Welcome to Regional Captain training Part 2! 


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**1. Responsibilities**

  * Call all your DCs every week, establish relationship with them, encourage, provide any needed training, and work with each of them to develop a plan for their House District.
  * Hold Regional meetings (in person or via zoom) at least once a month with your DCs and other Regional Leaders (VCD, SBWC, FUT)
  * Vet & Onboard DCs within your Region.
  * Attend monthly meetings with your SGC or (if no SGC is assigned in your state) monthly meetings with your state leadership team.
  * Function as DC for any HDs currently lacking a DC. (this includes LMT & Followup responsibilities)


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**2. On-boarding District Captains\\
**

<HTML><ol></HTML>
<HTML><li></HTML>Call the Open Applicant and make a note in the contact log.\\
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{{https://content.conventionofstates.com/cosaction-prod/public/content/images/61964/61964_original.jpg?500x227}}\\
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<HTML></li></HTML>
<HTML><li></HTML>Use the "Vetting" option in the notes section to indicate that you have begun the process of vetting the applicant.\\
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{{https://content.conventionofstates.com/cosaction-prod/public/content/images/61963/61963_original.jpg?500x238}}\\
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<HTML></li></HTML>
<HTML><li></HTML>Followup with candidate till they have signed vol agreement, confirmed their account and you have vetted them. (If the applicant is unfit for the position/unresponsive you can reject their application. If they are a good volunteer candidate but not suited for the DC role, you should open an application for them in the appropriate position. See Step %%__%%_ below to learn how to do this.)\\
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<HTML></li></HTML>
<HTML><li></HTML>Once vetted, use the "Onboarding Initiated" note to indicate that the applicant is beginning the training.\\
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{{https://content.conventionofstates.com/cosaction-prod/public/content/images/61965/61965_original.jpg?500x235}}\\
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<HTML></li></HTML>
<HTML><li></HTML>Send the applicant the link to the DC training page and instruct them to go through Part 1 of the training.\\
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<HTML></li></HTML>
<HTML><li></HTML>Check in on the applicant every 2 weeks to see if they are making progress in COS University. If you don't see progress consider giving them a call/text/email to "see how the training is going".\\
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{{https://content.conventionofstates.com/cosaction-prod/public/content/images/61966/61966_original.jpg?300x581}}\\
If the number next to COS University is blue, you can click on it to see the progress the applicant has made in each course. If it is not blue, it means the applicant has never logged into cos university with the email address they used to apply.\\
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<HTML></li></HTML>
<HTML><li></HTML>When the onboarding DC has completed the first 4 COS University Courses & let you know that they have read the DC Manual, use the "Send Role Manual" button in their [[https://dashboard.conventionofstates.com/tools/leaders?q%5Bs%5D=&button=&q%5Bsystem_role_key_or_role_id_in%5D%5B%5D=&q%5Bsystem_role_key_or_role_id_in%5D%5B%5D=district_captain&q%5Bposition_status_eq%5D=onboarding&q%5Bperson_last_name_cont_any%5D=&q%5Bperson_first_name_cont_any%5D=&q%5Bassignee_last_name_cont_any%5D=&q%5Bassignee_first_name_cont_any%5D=&q%5Bperson_cached_primary_email_address_cont_any%5D=&q%5Bperson_any_phone_cont%5D=&q%5Bupdated_at_start_of_day_gteq%5D=&q%5Bupdated_at_end_of_day_lteq%5D=&q%5Bapplied_at_start_of_day_gteq%5D=&q%5Bapplied_at_end_of_day_lteq%5D=&q%5Bstate_regions_id_in%5D%5B%5D=&q%5Bperson_state_id_eq%5D=23&q%5Bperson_person_addresses_city_cont_any%5D=&q%5Bperson_signed_volunteer_agreement_true%5D=&q%5Bperson_lower_hous_district_name_matches%5D=&q%5Bperson_is_veteran_true%5D=|LMT application]] to send them an email that will contain an electronic signature button. Make sure your onboarding DC knows to look for your email and that it could end up in their junk mail.\\
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{{https://content.conventionofstates.com/cosaction-prod/public/content/images/76786/76786_original.jpg?297x201}}\\
[[https://rumble.com/v3ro8vm-role-manual-automation.html|Video Training]] on this feature:\\
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<HTML></li></HTML>
<HTML><li></HTML>Give them a call, ask if they have any questions about the DC Training Manual, or COS university. During this conversation do steps 9-16.\\
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<HTML></li></HTML>
<HTML><li></HTML>Go to the Onboarding Checklist (It's on their application page under the Notes & Comments and Email creation sections) and verify if the "Leadership Role Manual Sent" & the "Leadership Role Manual Acknowledged" are checked.\\
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Trouble shooting:\\
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      If "Leader Role Manual Sent" is not checked - refresh your page. If it's still not checked - complete step 7 again.\\
      If "Leadership Role Manual Acknowledged" is not checked - refresh your page. If it's still not checked - ask onboarding DC to click their button again.\\
     If they never received the email - use the resend button to resend the email.\\
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{{https://content.conventionofstates.com/cosaction-prod/public/content/images/76787/76787_original.jpg?616x618}}\\
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<HTML></li></HTML>
<HTML><li></HTML>Manually click the boxes next to "COSUniversity Reviewed" and "Enrolled in COSUniversity"\\
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{{https://content.conventionofstates.com/cosaction-prod/public/content/images/76825/76825_original.jpg?613x399}}\\
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<HTML></li></HTML>
<HTML><li></HTML>Use the "Onboarding Training Completed" option in the notes and comments to indicate that the first part of training is completed.\\
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{{https://content.conventionofstates.com/cosaction-prod/public/content/images/61968/61968_original.jpg?500x226}}\\
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<HTML></li></HTML>
<HTML><li></HTML>Create their COS Action email address. "CREATE COSAction Email Account"  is located under Notes & Comments. The email address will be auto filled, just click the blue "CREATE COSACTION EMAIL ACCOUNT" button.\\
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{{https://content.conventionofstates.com/cosaction-prod/public/content/images/61970/61970_original.jpg?500x189}}\\
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<HTML></li></HTML>
<HTML><li></HTML>Use their new COSAction email address to invite them to Michigan COS Slack and COS DC Slack. You will need to be on a desktop to invite people to slack. Go under "Direct Messages", click on "Add Teammates", insert their new cosaction email address, click send. You will need to do this for both slack workspaces.\\
\\
{{https://content.conventionofstates.com/cosaction-prod/public/content/images/61973/61973_original.jpg?500x303}}<HTML></li></HTML>
<HTML><li></HTML>Assign them as a DC Team. Go to the bottom of their application, change their role from DC to DC Team, leave the Region blank, type in a reason, and press assign.\\
\\
{{https://content.conventionofstates.com/cosaction-prod/public/content/images/61977/61977_original.jpg?500x445}}\\
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<HTML></li></HTML>
<HTML><li></HTML>Assign them as a TP Volunteer. See instructions in section 3 below.\\
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<HTML></li></HTML>
<HTML><li></HTML>Let the new DC Team know that they can get started on Step 2 of the training and to expect 3 emails in the next 48 hours: 1 new email account verification and 2 slack invites.\\
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<HTML></li></HTML>
<HTML><li></HTML>When they have completed the DC 100 course (which you can verify) and say they have completed the rest of part 2 (ask a few questions to make sure they did everything on the page - some don't realize they haven't finished after DC 100). Schedule a Zoom call with them.\\
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<HTML></li></HTML>
<HTML><li></HTML>Zoom call: During the zoom call make sure that they know how to: find and process followups/in process followups, process applicants in the LMT, use their 2 lists, do an email blast (have them send the Introducing your new DC). You will also need to invite them to the LMS. ([[https://rumble.com/v5t282t-inviting-volunteer-leaders-to-the-lms.html|How to Invite a DC to the LMS]])<HTML></li></HTML>
<HTML><li></HTML>Assign them as a DC. Go back to their LMT application, switch their role from DC Team to DC and press update assignment.\\
\\
{{https://content.conventionofstates.com/cosaction-prod/public/content/images/61976/61976_original.jpg?500x410}}<HTML></li></HTML><HTML></ol></HTML>


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**3. Telepatriot: Assigning TP Volunteers, TP Teams, and Creating Missions\\
**

In Michigan all Volunteers should be assigned as TP Volunteers & added to the Michigan TP Team.

  * Watch How to Assign TP Volunteers & Teams

\\
Creating TP Missions**:\\
**

  * Watch the [[https://rumble.com/v1non1w-tp-mission-set-up.html|TP Mission training video]]


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**4. Creating a new Open Application****\\
**

How to assign to a new type of position without giving full access.


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**5. Sorting by Region\\
**

 


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**6. Regional Lists\\
**

lists you should have


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**7. Regional Positions to Recruit\\
**

  * FUT (Follow Up Team)
  * LL (Legislative Liaison)
  * VCD (Veteran's Coalitions Director)
  * EC (Event Coordinator)
  * SBWC Team (State Blockwalking Captain Team)


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**8. Join GOTV peer to peer texting and direct your DCs to do so as well. **


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**9. Placing Print Order & Stocking your DCs and Leadership Team.****\\
**

**https:%%//%%conventionofstates.com/grassroots-events-forms\\
\\
 \\
\\
 \\
**


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**10. Events**

 

  * Submit [[https://conventionofstates.com/mi-event-approval-pr-calendar-request-form|MI Event Request Form]] to State Director

**https:%%//%%conventionofstates.com/grassroots-events-forms**

 

 


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**11. Setting Yourself Up for Success\\
**

While you now know pretty much everything you need to get started, the following steps will help you be truly prepared to do this job.

  * **Attend a Regional Meetings by other Regional Captains.** Learn from other RCs strong points and get a feel for the rest of the state.
  * **Call Robin Riddell (State Communications Coordinator).**
  * **Call Kurt O'Keefe (State Legislative Liaison)**
  * **Call Laurie Sallans (State Blockwalk Captain)**
  * **Attend a Leadership Meeting**

 


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If you have completed all these things then call/text/slack/or email your State Director and let her know you are ready for your final zoom training.

  * Sarah Santana - (760) 481-2406 - <sarah.santana@cosaction.com>

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