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How do you scale and sustain your grassroots tools and platforms over time?

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Grassroots organizing is a powerful way to mobilize people around a common cause, but it also poses some challenges when it comes to scaling and sustaining your tools and platforms over time. How do you ensure that your digital infrastructure can support your growing community, maintain your security and privacy, and adapt to changing needs and contexts? In this article, you will learn some tips and best practices to help you scale and sustain your grassroots tools and platforms over time.

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S.M.R. Baker

Program Support Specialist at U.S. Department of State

1 Assess your needs and goals

Before you invest in any tools or platforms, you need to have a clear understanding of your needs and goals as a grassroots organizer. What are the main objectives of your campaign or movement? Who are your target audiences and stakeholders? What are the key messages and actions you want to communicate and promote? How do you measure your impact and progress? These questions will help you define your scope, budget, and criteria for choosing and evaluating your tools and platforms.

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S.M.R. Baker

Program Support Specialist at U.S. Department of State
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I agree on the point about having clearly defined goals and the messages/argument/reasoning behind it. But you need to know when deciding on the target audience to broadcast your goals over several different platforms and poll/ask for feedback on your target audience on which platform they prefer to receive such information. In short, it helps create a niche market of loyal customers/grassroots engagement audience.

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2 Choose tools and platforms that suit your context

There is no one-size-fits-all solution for grassroots organizing tools and platforms. You need to consider your context, such as your geographic location, cultural norms, legal regulations, internet access, and security risks. For example, you might want to use encrypted messaging apps or VPNs if you are working in a repressive environment, or you might want to use local languages or dialects if you are reaching out to diverse communities. You also need to consider the preferences and capacities of your users, such as their digital literacy, device compatibility, and accessibility needs.

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S.M.R. Baker

Program Support Specialist at U.S. Department of State
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I fully agree on this key point to ensure your platform can grow with your message, especially as your grassroots movement grows in popularity.

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3 Train and support your users

Once you have chosen your tools and platforms, you need to train and support your users to ensure that they can use them effectively and safely. You can provide online or offline workshops, tutorials, manuals, FAQs, or help desks to teach your users how to set up, navigate, and troubleshoot your tools and platforms. You can also create a feedback mechanism to collect user input, suggestions, and complaints, and use them to improve your user experience and satisfaction.

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4 Monitor and evaluate your tools and platforms

To scale and sustain your tools and platforms over time, you need to monitor and evaluate their performance and impact on a regular basis. You can use analytics, surveys, interviews, or focus groups to gather data and insights on how your tools and platforms are being used, what benefits and challenges they are bringing, and what gaps or opportunities they are creating. You can also use benchmarks, indicators, or metrics to measure your progress and achievements against your goals and expectations.

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5 Update and upgrade your tools and platforms

As your grassroots organizing evolves and grows, you need to update and upgrade your tools and platforms to keep up with the changing needs and contexts of your users and stakeholders. You can use the data and insights from your monitoring and evaluation to identify areas for improvement, innovation, or expansion. You can also consult with experts, partners, or peers to learn from their experiences and best practices. You can also test new features, functionalities, or integrations before launching them to ensure their quality and compatibility.

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6 Secure and backup your tools and platforms

One of the most important aspects of scaling and sustaining your tools and platforms over time is to secure and backup your data and infrastructure. You need to protect your tools and platforms from unauthorized access, hacking, censorship, or sabotage by using strong passwords, encryption, authentication, firewalls, or other security measures. You also need to backup your data and infrastructure regularly and store them in a safe and accessible location, such as a cloud service, external drive, or offline device.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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How do you scale and sustain your grassroots tools and platforms over time?

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1 Assess your needs and goals

2 Choose tools and platforms that suit your context

3 Train and support your users

4 Monitor and evaluate your tools and platforms

5 Update and upgrade your tools and platforms

6 Secure and backup your tools and platforms

7 Here’s what else to consider

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