E-BOOK

The Union Digital Organizer’s Playbook

A practical system for union locals to build member contact infrastructure that runs year-round, not just during contract fights.

Most locals lose members quietly. Not over a failed grievance or a bad contract. They lose them in the silence between contracts, during steward vacancies, and in the first 90 days of a new hire’s tenure when nobody calls. By the time attrition shows up on a dues ledger, the relationship that could have held those members has been over for months.

The data is direct: members who complete no structured early engagement renew at just 50%. Members who complete three or more meaningful contacts in year one renew at nearly 100%. That gap is not driven by contract quality. It is driven by whether someone called, and whether your local has a system that makes that call happen every time.

Locals with the lowest attrition rates treat member contact as standing infrastructure, with assigned ownership, a defined cadence, and tracked coverage. This guide shows you how to build that infrastructure in your local area, step by step.

This guide is built for you if:

  • You lead a local, and your attrition rate has crept up for two or more years without a clear external cause.
  • You know your local communicates, but you cannot name the last time a specific new member received a personal call from their steward.
  • Your contact programs spin up during contract fights and go quiet the rest of the year.
  • A steward recently left, and you discovered the members they covered had no assigned contact person.
  • You are responsible for the membership budget and need retention to be a managed outcome, not a reactive scramble.

What’s in this ebook?

The retention infrastructure framework

A six-step system for building member contact as a standing operation with named ownership, defined cadence, and full coverage visibility.

The three high-risk windows

Where attrition actually clusters: the first 90 days, the between-contract period, and leadership transitions, and what to do at each.

Ready-to-use call scripts

Communication templates for new-member onboarding, quarterly between-contract touchpoints, and at-risk-member reengagement.

The 12-month contact calendar

A standing schedule with recurring commitments by member segment, designed to run independent of contract urgency.