How to Unionize: A Step-by-Step Guide

This guide outlines the essential steps to unionize your workplace and set up sustainable systems for long-term success. It also includes establishing a budget and implementing digital tools for dues collection and member management.

Step 1: Assess Interest

Objective

Gauge the interest and support among your coworkers.

Action Steps

  1. Discuss workplace challenges with trusted coworkers.
  2. Identify key issues such as wages, workplace safety, or scheduling concerns.

Step 2: Connect with a Union

Objective

Partner with an experienced union for guidance and resources.

Action Steps

  1. Identify unions that align with your workplace or industry.
  2. Contact unions to obtain resources like authorization cards and organizing strategies.
  3. Learn how they can assist with legal guidance and countering union-busting tactics.

Step 3: Build Your Organizing Team

Objective

Form a small, trusted group to lead the unionizing effort.

Action Steps

  1. Select 3–5 coworkers from different shifts or roles to represent diverse perspectives.
  2. Use secure communication channels like group chats or encrypted apps.
  3. Plan your outreach and identify potential risks (e.g., management interference).

Step 4: Establish a Budget

Objective

Plan for the financial sustainability of your union.

Action Steps

  1. Estimate union expenses, such as legal fees and communication tools.
  2. Decide on a dues structure (e.g., a small percentage of wages).
  3. Allocate emergency funds for unforeseen challenges.

Pro Tip: Use Unionly.io to simplify budget management with transparent tracking and reporting.


Step 5: Set Up a Digital Dues Payment System

Objective

Automate dues collection and connect it with a member database.

Action Steps

  1. Choose a secure, union-friendly platform like Unionly.io.
  2. Automate dues collection with recurring payments to reduce administrative work.
  3. Link the payment system to an integrated member database for tracking dues, engagement, and communication preferences.

Step 6: Educate and Build Support

Objective

Inform coworkers about unionizing and build momentum.

Action Steps

  1. Host private conversations or small meetings to address questions.
  2. Share fact-based resources to counter misinformation.
  3. Tailor your approach to different shifts or departments to ensure widespread support.

Step 7: Gather Signatures

Objective

Collect union authorization signatures to demonstrate support.

Action Steps

  1. Distribute authorization cards provided by your union or through Unionly.io.
  2. Secure at least 30