Turn every conversation into a campaign-winning moment
The organiser dashboard is a customisable digital clipboard that any union rep, volunteer or political organiser can use to track in-person conversations and automate follow-up actions.
Give reps and organisers the data and direction they need to maximise impact. Collect the insights central and regional staff need to make the right calls on strategy and resources.
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A digital clipboard for every organiser in the field
Organiser dashboards are customisable, mobile-first pages that any rep, volunteer or organiser can use in the field. Set up one dashboard and give access based on roles, so people only see the data they need.
Update member details — Reps can correct details on the spot or send a secure link for members to update themselves.
Record conversations — Track workplace visits and conversations in one place. No more spreadsheets or scraps of paper.
Collect campaign data — Gather goals data for national campaigns and ballots as conversations happen.
Trigger follow-up comms — Automatically send follow-up messages based on what organisers record.
Spot potential activists — Flag engaged members for co-ordinated development at branch, regional or national level.
From conversation to action in seconds
Workplace visits, conversations and meetings are key pillar of union organising but often valuable insights and data will sit unused in a spreadsheet, on a piece or paper, or not captured at all. By using organiser dashboards, you can make it easy to make the most of these conversations, ensure members get the best experience, and enable reps and organisers to make their workplaces strike ready or their organising more impactful.
Confirm up to date member email, address and phone number + update directly if needed or send link for member to securely update (via Movement Verify or membership portal)
Show subscription opt ins and opt members in to comms with their consent and confirmation.
Flag potential activists and trigger follow up comms journeys, or add to activist development project at a branch, region or national level.
Show engagement with key actions or surveys and re-send links to members to complete important actions.
Built by organisers for organisers
As with all Movement tools, organiser dashboards are designed with GDPR compliance at the forefront. Share and gather data safely with thousands of reps or dozens of organisers in the field. Set up one dashboard and give access based on roles, so people only see the data they need.
Secure by design
Provide GDPR compliant, secure access to key member data and activity to enable organisers to focus their resources and efforts where it is most needed.
Secure access at every level
Share data safely with thousands of reps in the field. Role-based access means organisers only see the members and workplaces relevant to them. Central teams see the full national picture.
How it works
Data captured by organisers is immediately actionable. No spreadsheets, no lag, no manual handoffs.
Record:
Organisers record conversations, update member details, and log goals data for campaigns and ballots directly in the dashboard.
Act:
Follow-up comms trigger automatically. Replacement ballots get arranged centrally. Members get opted in to the right communications with their consent.
Learn:
Regional and central staff get a live view of organising efforts nationally. Focus resources where they're needed. Identify and develop activists at branch, regional or national level.
