Step 6—Chart the Workplace

Any organizing campaign requires detailed and easily accessible record keeping. An organizer needs to chart a campaign because it’s imperative that he/she gathers information about each worker.  This information can be valuable when an organizer is evaluating a campaign.   Microsoft Access or Excel are commonly used.   An organizer can pull up the database in seconds and sort by alpha order, by department, by phone number, or any other field listed in the database.   If an organizer wanted to know how many departments had majority Union support, the database quickly shows you this information by sorting the departments and ratings


Fields To Use In A Database


Data to Input

First   Enter the first name of the employee
Middle   Enter the middle name or initial of the employee
Address Enter the home mailing address of the employee
City  Enter the home mailing address, city, of the employee
State  Enter the home mailing address, state, of the employee
Zip  Enter the home mailing address zip code
Card   Enter an “X” in this field if an employee signed authorization card
Sdate   Enter the date that the employee signed the authorization card
Dept  Enter the department that each employee works in
Comm  Enter a “C” or “CH” for a committee employee/committee (helper)
Rate   Enter the Union rating on each employee (see below)
Loc  Enter the location site that an employee physically works at (Use this field if there is more than one location site)
Shift  Enter the shift that the employee works (Use this field only if there is more than one shift)
Cdate  Enter the date when personal contact was made with employee
Rep  Enter the initials of the organizer or committee person who made the personal contact
FT, PT  Enter if the employee is a full-time or part-time worker
Hphone  Enter the home phone number of each employee
Cphone Enter the cell phone number of each employee 
Wphone   Enter the work phone number of each employee (Optional - you may decide not to use this field)
Email  Enter the home email of each employee
Notes Enter issues or comments about each employee
Title Enter the job title/classification of each employee
Action  Enter an “X” if a worker participated in a certain action, for example signed Petition, attend rally, signed anti-letter


Rating System

An organizer’s goal is to rate each worker before filing a RC petition/card check.  This is done so the Organizing Committee can determine the outcome of an election and whether the campaign is a viable campaign. There are several ways to rate effectively.  Listed below are two:

The 5 Point Rate System

  1. = Yes Vote
  2. = Leaning towards a Yes Vote
  3. = Swing Vote
  4. = Leaning towards a No Vote
  5. = No Vote

The 3 Point Rate System

  1. = Yes Vote
  2. = Swing Vote
  3. = No Vote

 These ratings are based on conversations with the workers as well as Organizing Committee reports.  The ratings are based on statements the worker has made regarding the union and actions the worker has taken either to assist or hinder the union effort. 

How People Connect (from Labor Notes)  

About Us

Office and Professional Employees International Union was chartered in 1945 and with more than 104,000 members (representing 110,000 employees) strong, we’re one of the larger unions of the AFL-CIO.  OPEIU has locals in every state, Puerto Rico and Canada. 

More Information
Contact Us
President's Office 
80 Eighth Avenue
(entrance at 265 West 14th Street)
Suite 201
New York, NY 10011
Phone:  (800) 346-7348 / (212)-675-3210