- Video - A Guided Example: Using Issues & Labels Together
- Documenting Strategy
- Bills, Regulations & Stakeholders
- Actions Exports
- Using Issues & Labels Together 1-Pager
Success strategies need to go beyond the "idea stage" to be effective. For example, if you work at a vehicle safety organization, one of your success ideas might be to increase stakeholder engagement on a theme that impacts multiple Issues: 'Manufacturing'. How will you identify the correct stakeholders? How will you increase engagement? How will you document and measure your efforts against your goals?
Using an Issues & Labels strategy in FiscalNote takes care of the documenting stage for you. Add your stakeholders and top policy documents to Issues. Apply Labels to track themes. Then report on policy or activity by Issue, Label, or a combination of the two.
Video - A Guided Example: Using Issues & Labels Together
When working through the idea stage to determine how you will measure success against new initiatives, document your thoughts and possible answers to some of the following:
- How many topics do we have to monitor?
- Are there any sub-topics?
- Do any sub-topics apply to multiple topics?
- In which legislatures are we working?
- With how many stakeholders?
- With how many teammates?
- What exactly will we need to report updates on?
- For which departments?
- Where can we improve from last session?
- Where can we afford to scale back efforts and focus elsewhere?
Topics are typically broad themes and become your Issue folders. Sub-topics are generally cross-issue trends used to track sub-topics, or efforts by department.
Review your answers together to come up with an Issues and Labels strategy for FiscalNote. We recommend documenting your strategy in a document, similar to this:
To use the above example as a template when getting started, make a copy of the file and complete your own version. When done, upload it to FiscalNote. We recommend uploading to each Issue for easy access by all:
Click here to download the Sample Label Guide. Make a copy and start working on your own!
- Click here to learn more about Issues vs Labels
Bills, Regulations & Stakeholders
When important bills or regulations are picked up, add them to the Issue(s) they may impact. Apply Labels to denote sub-topics or departments potentially affected:
Keep track of your stakeholders with a combination of Issues and Labels. For example, an important contact might be a key player for several topics you monitor. They should be added to each Issue:
- Click here to learn more about Bill pages
- Click here to learn more about Regulations pages
- Click here to learn more about Stakeholders
We HIGHLY recommend implementing an Issues & Labels strategy for a number of reasons. However, the #1 reason to use an Issues & Labels strategy is to reduce the time needed to report out on your progress for both: policy tracking and stakeholder engagement.
For reporting on policy, FiscalNote offers 2 options: Reports and Exports. Reports are a bit more robust and reserved specifically for legislative updates, while Exports can be used for any policy type.
With an Issues & Labels strategy, producing either an Export or Report takes just a few clicks. In either the Exports center or Report builder, choose any combination of Issues and Labels to meet your needs. For example, if working at a vehicle safety organization and you get a request to provide a legislative update on Airbags bills that specifically mention manufacturing, use both filters:
- Click here to learn more about Reports
- Click here to learn more about combined policy Exports (As of 3/31: new feature!)
Stakeholder engagement becomes extremely easy to monitor when a sound Issues & Labels strategy is in place. For example, use Label filters to report out on all lobbying activities, or combine the Label filter with the Issue filter to report on lobbying efforts for a specific topic:
After finished applying selections, click Export to produce a CSV or XLSX file. All Actions will be displayed in a spreadsheet:
FiscalNote will compile the data for you in a clean spreadsheet (CSV or XLSX format).
- Click here to learn more about Reporting on Your Progress with Stakeholders
Using Issues & Labels Together 1-Pager (Click here to download)