TWU ORGANIZING APPLICATION AND STRATEGIC PLAN

Submitted by:
E-mail:
Fax:
Cell:
Date:
Company/Campaign Name:

I.          UNIT DESCRIPTION

Total Size:
Job Titles and Size in Each:
Unit Demographics (Gender, Ethnicity, Race):
Work Site Locations and Size:
Basic Compensation/Benefits:
Top Workplace Issues:
Organizing History:
Other:

II.        EMPLOYER INFORMATION

Overall Business Operation:
Ownership Structure:
Financial Condition:
Employer’s Business, Political, Community Relations:
Key Regulatory, Litigation, PR Issues:
Potential Leverage or Obstacles:
TWU Contacts/Relationships:
Other:

 III.      COMMUNITY/OTHER UNION INFORMATION

TWU Presence at State and Local Levels:
Evaluation of Unions on Property:
Potential Union Competition:
TWU’s Political, Community and Other Union Allies:
TWU’s Press Relations:
Other:

IV.       TARGET CRITERIA & EVALUATION

Describe Relationship to Transportation Industry (or Describe Exception):
Describe In-House Committee:
Describe Diversity of Current Rank and File Support (by classification, work sites, demographics):
Percent of “Hard” Cards:
Describe Ability of TWU to Service Unit:
Estimated Date of Campaign Conclusion:
Describe Leadership willing to go Public:
Describe Chances of Obtaining a Ratifiable Contract after Campaign Victory:
Other:

V.        OVERALL STRATEGIC PLAN

Describe the Overall Structure and Strategies for a Winning Campaign:
Other:

VI.       STAFFING

Lead Organizer:
Request for Additional TWU Staff Organizers:
Number and Type of Volunteers Needed on Campaign:
TWU Locals Available for Organizing Assistance:
Recommendation for Unit Placement (Stand Alone; Into Existing Local):
Other:

VII.     BUDGET ACTIVITY NEEDED

Volunteer Organizers:
Office Space, Phone, Equipment, Cellulars:
Postage, Clerical, Office Supplies, Long Distance:
Meetings, Meals, Entertainment:
Printing/Communications (Flyers, Postcards, Web, etc.)
PR/Media Campaign:
Gas, Automotive, Travel:
Consultants:
Other:

VIII.    APPROVAL

Approved by Organizing Director:	____________________________
Date:	____________________________
Remarks:	____________________________
Approved by TWU President or Designee:	____________________________
Date:	____________________________
Remarks:	____________________________
Assigned To (International Staff):	____________________________
Notice Provided to Division/Dept Heads By:	____________________________
Date:	____________________________