As state legislative sessions come to a close, most of the hard work has passed—maybe you’ve spent the last six months crisscrossing the country to meet with legislators in different states, you’ve been hosting site visits and town halls in your state for elected officials, or you’ve been building economic impact reports to show the work your organization does in a particular region. But the work isn’t over—now the leadership of your organization wants to see the results of the work you’ve put in.
Quorum makes reporting on the success of legislative sessions clear and comprehensive. Learn how you can put your end-of-session reports together in just three steps:
Log Meetings and Notes During the Year
Having clean data on the work you did over the course of the year is an important first step to your end-of-year reporting. Two features in Quorum make data easy to maintain—Quorum’s mobile app and project management tools.
With Quorum’s mobile app, there’s no need to wait until you’re back in the office or on a plane to input your meeting notes. Instead, you can input notes straight from your phone when you leave an office. Make sure to record who was in the meeting, how long the meeting lasted, and important items discussed.
Quorum’s tracking dashboards allow your team to divide and conquer when it comes to taking a stance on the legislation. With some organizations tracking hundreds or thousands of bills across all 50 states, tracking dashboards help everyone stay on the same page with the work of the organization at large. Individuals responsible for a particular state or region can tag bills based on stance, and they can be automatically collected in a dashboard with the work of other team members.
Select Your Key Metrics
Do you want to show how many bills you worked on, or which members you met with? These will be your main columns that determine the organization of the rest of the spreadsheet.
If you know from the beginning fo the year what your key metrics will be, you can even set up parameters for your report at the start, and Quorum will auto-update with every bill that fits your search terms.
After you’ve set the parameters for your sheet, add additional columns with information on the work you did related to each bill. Include details such as the stance you took on each bill, your organization’s priority, and a custom description of takeaways on each particular bill at the end of the session.
Each of these columns can be filtered, so your team can easily view subsets of your data, such as your high priority bills or all the bills you opposed.
Share Your Report
If your team is responsible for sharing your progress with executives at your organization who ar not logged into Quorum, you can share your end-of-session report with an external link, or embed it into a webpage. personalize the report with your own branded colors and logos while sharing the highlights through a custom report description or heat map to show the trailblazing work your team did over the course of the year.