INDEX OF PDA ORGANIZATIONAL STRUCTURE

I. Organizational Structure of Advisory & Executive Boards & PDA Staff

Job Descriptions -- Advisory Board

Executive Board
Staff

Including Organizational/Communication Flow Chart

II. Caucus Structure, Organization & Communication Flow

Including Organizational/Communication Flow Chart

III. Eventual Staff Positions/Temporary Voluntary Committee Chairs

I. ORGANIZATIONAL STRUCTURE OF ADVISORY & EXECUTIVE BOARDS & PDA STAFF

Introduction:
This organization has come to be in an organic way. Now the organization is formalizing its structure and procedures. No
promises formerly made in terms of personnel or otherwise will necessarily be kept. The needs of the organization will be outlined
and decisions will be made to fulfill these needs - taking into account past experiences with personnel and other functions that led
the organization to this point.

Operational Management:
Instead of having an ED who oversees and checks in on all Directors, each Executive Board member (formerly “Governing
Board”) will have an individual relationship with one of the Directors. The Executive Board members will oversee and check in
with the correlating Director.

The following flow chart maps PDA’s organizational and communication structure. Intranet and conference calling will be key
elements in the system.
 PROGRESSIVE DEMOCRATS OF AMERICA

ADVISOY
BOARD
EXECUTIVE BOARD
EXECUTIVE BOARD
FIELD Liaison
POLITICAL Liaison

FIELD Team
LEGISLATIVE RESEARCH & ANALYSIS
POLITICAL Team Director
Support Staff
Director Regional Coordinators
Volunteer Coordinator
ALLIANCE BLDG
Support Staff
DEVELOPMENT
Director
PR/MARKETING
Director

OPERATIONS Team
Director
Accountant
Website Coordinator
Tech Support

EXECUTIVE BOARD
OPERATIONS Liaison
JOB DESCRIPTIONS:

ADVISORY BOARD:

I. Fundraising
II. Visibility
III. Networking
IV. General Support

EXECUTIVE BOARD:

I. Program Planning and Budget Approval

II. Oversight of senior staff
 conflict resolution
 hiring and firing of senior staff

Specific Rolls of Current Board Members:

I. Political oversight – Bruce Taub will support the work of Tim Carpenter
II. Operational oversight – Lu Bauer will support the work of Michele White
III. Field oversight – Sherry Bohlen will support the work of Kevin Spidel

STAFF:
I. Political Director – Tim Carpenter
1. Hiring and Training of all support staff in this department
2. Overall spokesperson/public representative (Eventual PR/Marketing position)
a. Face of the organization to public
b. Messaging/Organization Image
3. Strategic inspiration/overall vision
4. “Inside the Beltway”/Networking initiator
a. Liaison to Congressional Caucuses (Legislative Research and Analysis Coordinator) (staff
position)
i. Identify like-minded Congressional leaders – research positions - dossier
ii. Establish and Nurture relationships
iii. Research and Writing on Legislative initiatives
iv. Develop progressive legislation
 v. Organize leadership summits for the purpose of developing a cohesive Progressive
Agenda
vi. Communicate need for base support for progressives in Congress
vii. Engage endorsements for progressive leaders
viii. Engage support of the Progressive leaders
ix. Nurture the stream of mutual support
x. Speak intelligently on progressive legislation
b. Liaison to other Progressive Organizations (Alliance-building Coordinator) (staff position)
i. Identify organizations and their leaders
ii. Facilitate relationships
iii. Organize leadership summits for the purpose of developing a cohesive Progressive
Agenda
5. Fundraising by using networks (Eventual Development Staff position)
a. National Events– National Progressive Caucus/Summits

II. Director of Operations – Michele White

1. Hiring and Training of all support staff in this department
2. Financial / Accounting (Eventual contracted position)
a. Record keeping
i. Contributions – website, mail, cash
ii. Expenditures
1. Payroll – employees in multiple state
2. Allocation to projects/programs
b. Budgeting
c. Board reports
d. Compliance (FEC, IRS)
e. Cash Flow Management
3. Legal
a. Incorporation
b. Campaign Finance Rules/FEC
c. Independent Contractor vs. Employee
d. All contracts
4. Website and other external communications
a. Volunteer Website Coordinator (Eventual contracted position)
i. Development of website
ii. Updating/Maintenance
iii. Facilitate web contributions
iv. Facilitate data collection
v. Inquiry responses
5. Technical Coordination
a. Technical Support Volunteer (Eventual contracted position)
 i. Database oversight
6. Communications Coordination
a. Internal organization
b. Responses to voicemail and general emails
7. Development Coordination
a. Volunteer Development Coordinator(Eventual staff position)
i. Donor maintenance
ii. Individual solicitation
iii. Grant seeking
8. Volunteer Coordination
a. Volunteer Volunteer Coordinator(Eventual staff position)

III. Field Director – Kevin Spidel

1. Hiring and Training of all support staff in this department
2. Liaison with National SpokesCouncil (Volunteer Coordinator)
a. Relay work of Political Director to State Caucuses for implementation
b. Engage caucus leaders in deciding which aspects would be implemented locally and how it will
be done
3. Leadership to Regional Field Staff (Eventual staff positions)
a. Target and establish Caucuses
b. Empower Caucuses
c. Maintain Caucuses
d. Congressional District Program Development
e. Field Training
f. Guidance of grassroots fundraising (Eventual Development staff position)
Caucus structure and organization attached on separate sheets
4. Communicator with other Directors
a. Relay needs and issues from the base to Political Director
i. ie. initiate the need for new legislation and agenda items
b. Relay needs and issues from the base to Administrative Director
i. ie. messaging, news, for website
c. Relay needs and issues from base to Director
5. Messaging/Organization Image (Eventual PR/Marketing position)
a. Communications with base
i. Blog
ii. E newsletter – create content
iii. Hard copy literature and other materials
6. Gather text, edit, send out E Newsletter
a. Volunteer E Newsletter Coordinator
II. CAUCUS STRUCTURE , ORGANIZATION, AND COMMUNICATION FLOW

State Caucuses – Progressive Democratic caucuses will be formed in each state by the constituents of that state with the support of
PDA Field Operations.

• To empower the grassroots, each state caucus will be encouraged to form PDA Chapters in each of their congressional
districts. Some states may choose to organize by county, region or other division.

• State caucus leadership will be encouraged to communicate regularly via intranet and conference calling.

Regional Spokes Council -- Each State Caucus will choose one representative to be a member of the Regional Spokes Council.
Regional Spokes Councils will be organized according to the following Regional designations:

West Regional Spokes Council: Alaska Arizona California Colorado Hawaii Idaho Montana Nevada New Mexico Oregon Utah
Washington Wyoming (13 members)
Midwest Regional Spokes Council: Illinois Indiana Iowa Kansas Kentucky Michigan Minnesota Missouri Nebraska North Dakota
Ohio South Dakota Wisconsin (13 members)
East Regional Spokes Council: Connecticut Delaware District of Columbia Maine Massachusetts Maryland New Hampshire New
Jersey New York Pennsylvania Vermont Rhode Island (12 members)
South Regional Spokes Council: Alabama Arkansas Florida Georgia Louisiana Mississippi North Carolina Oklahoma South Carolina
Tennessee Texas Virginia West Virginia (13 members)

Each Regional Caucus Spokes Council will communicate regularly via intranet and monthly conference calls with their Regional
Caucus Coordinator and the Field Director.

Decisions that impact the caucuses will be made by the spokes council representatives.

National Spokes Council – Each Regional Caucus Spokes Council will choose one representative to be a member of the National
Caucus Spokes Council.

Decisions that impact the caucuses will be made by the spokes council representatives.

The National Caucus Spokes Council will communicate regularly via intranet and bi-weekly conference calls with the Regional
Caucus Coordinators and the Field Director. The National Caucus Spokes Council will also communicate via a conference call once
per month with the Regional Caucus Coordinators, the Field Director, the Director of Operations, and the Political Director.
SPOKES COUNCIL ORGANIZATIONAL AND COMMUNICATION FLOW CHART

National Caucus Spokes Council (1)

Made up of one representative from each Regional Caucus Spokes Council –
therefore, the number of people on the National Caucus Spokes Council will be 4
plus the Regional Caucus Coordinators.

Regional Spokes Councils (4)

Made up of one representative from each State Caucus – therefore, based on
regional designations on the attached statement, the West Region Spokes Council
will have 13 members, the Midwest – 13 members, the East – 12 members, and the
South – 13 members.

State Caucuses (51)

Formed in each state by the constituents of that state with the support of PDA Field
Operations. Some state caucuses may form PDA Chapters in each congressional
district… some may choose to organize by county, region or other division.
III. EVENTUAL STAFF POSITIONS/TEMPORARY VOLUNTARY COMMITTEE CHAIRS

Listed in priority order for hiring

Immediate supervisor indicated in (brackets).
Temporary Voluntary Committee Chair indicated in italics.

- Development Director (staff position) (ALL DIRECTORS – Tim, Kevin, Michele)

 Individual solicitation (Political and Operations dir.)
 Donor maintenance (Operations dir.)
 Grant seeking (Operations dir.)
 Campaigns and Events (Political dir.).
 Guidance of grassroots fundraising (Field dir.)
o Temp Voluntary Committee Chair: Lora O’Connor

- Press Secretary (staff position) (POLITICAL DIR.)

Write and release press release
Interface with media/press
Coordinate articles when requested
Temp Voluntary Committee Chair: Nate Wilkes

- Website Coordinator (contracted position) (OPERATIONS DIR.)

 Development of website
 Updating/Maintenance
 Facilitate web contributions
 Facilitate data collection
 Inquiry responses
Temp Voluntary Committee Chair: Nancy Ging

- Technical Support (contracted position) (OPERATIONS DIR.)

 Database oversight
 Intranets
 Internet presence
 Tech equipment setup and maintenance
Temp Voluntary Committee Co-Chairs: Turo Dexter and Claudia Slate

- Regional Field Coordinators (staff positions) (FIELD DIR.)

  Target and establish Caucuses
 Empower Caucuses
 Maintain Caucuses
 Congressional District Program Development
 Field Training
o Temp Voluntary East Region: Lu Bauer
o Temp Voluntary Midwest Region: Laura Blubaugh
o Temp Voluntary West Region: Laura Bonham
o Temp Voluntary South Region: Sheril Smith

- Accountant (Contracted position) (OPERATIONS DIR.)

 Record keeping
 Contributions – website, mail, cash
 Expenditures
1. Payroll – employees in multiple state
2. Allocation to projects/programs
 Budgeting
 Board reports
 Compliance (FEC, IRS)
 Cash Flow Management
o Temp Voluntary Bookkeeper: Gil Raviv

- Legislative Research and Analysis Support Staff (staff position) (POLITICAL DIR. & FIELD DIR.)
Identify, research, write on, speak intelligently, and help develop the following topics:
 Like-minded Congressional leaders
 Legislative initiatives in Congress
 New progressive legislation
 Pass relevant information on to the Political Director and Field Director for implementation.
o Temp Voluntary Committee Chair: Joe Libertelli

- Alliance-Building Support Staff (staff position) (POL DIR. & FIELD DIR.)
 Identify organizations and their leaders
 Facilitate relationships
 Organize leadership summits for the purpose of developing a cohesive Progressive Agenda
Temp Voluntary Committee Chair: Danielle Feris
- PR/Marketing Director (Staff position) (directly under the Development Director – also under the POL. DIR. & FIELD DIR.)
 Face of the organization to public
 Messaging/Organization Image
 Literature / other PR materials production
o Temp Voluntary Regional Resources
⇒ John Simon – CA
⇒ Sunny Warner – AZ
⇒ Annie ? - NY
⇒ Dan Ellis - ME

- Volunteer Coordinator (Staff position) (FIELD DIR.)

 Respond to volunteer inquiries
 Data-entry
 Coordinate volunteers to staff events and tabling opportunities
o Temp Voluntary Committee Chair: Nicoli Bailey