Glossary of terms

The OpenGov Foundation
From Voicemails to Votes
2 min readJan 29, 2017

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  • Batching — The process of automatically or manually sorting incoming communications and placing in larger mail sets.
  • Casework — A constituent service where congressional staffers help constituents resolve issues involving federal agencies. Challenges with Veterans Affairs and Social Security Administration are common examples.
  • Caseworker — A staffer typically based in the district office responsible for managing a portfolio of casework and proactive outreach based on issue or geographic area.
  • Communications Director — The official spokesperson for a congressional office. This job includes writing speeches, monitoring social media, and drafting communications strategy.
  • Constituent Correspondence — The specific activity in which constituents communicate directly to a congressional office through postal mail, phone, email, fax, or social media.
  • Constituent Engagement — The ways that an office engages with its constituents. This includes responding to correspondence, seeking input on decision making, and proactive outreach.
  • Constituent Relationship Management system (CRM) — The software that manages constituent contact information and the record of correspondence with the office.
  • Constituent Verification — The process of confirming a person as a constituent by matching an individual’s mailing address to a congressional district.
  • Form Letter — A letter that provides a general topic overview and position of a member that can be reused.
  • Franking — The official mass mailing process in Congress.
  • Legislative Assistant (LA) — A member of the policy team who is typically assigned a portfolio of issues of which they are an expert.
  • Legislative Correspondent (LC) — A member of the policy team responsible for handling, monitoring, sending, and reporting traditional constituent correspondence.
  • Legislative Director (LD) — The director of the legislative staff, this person is responsible for managing legislative staff and setting policy.
  • Staff Assistant — A junior-level staff member responsible for managing the frontline staff of the office.
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This article is part of From Voicemails to Votes (PDF), a report conducted by The OpenGov Foundation on the mindsets, capacities, tools, and operations of Congressional offices with regard to constituent engagement. More about the project here.

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