Professional Documents
Culture Documents
Developing A Campaign Plan
Developing A Campaign Plan
CAMPAIGN PLAN
Campaign Skills 101
Photo: NDI
CAMPAIGN PLAN OBJECTIVES
• To become familiar with the main
elements of a campaign plan
• To practice using tools to identify and
manage campaign resources
CAMPAIGN PLAN TOPICS
Campaign Steps Campaign
• Goal setting Resources
• Voter targeting • People
• Research • Money
• Message • Time Image: www.pixabay.com
Photo: NDI
WHAT IS A CAMPAIGN PLAN?
• Roadmap that outlines what you are
going to achieve, when, how and with
what resources
• Management tool
• Measures progress
• Keeps you organized, proactive,
focused and on track
NO PLAN = PROBLEM
Photo: www.pixabay.com
Image: www.rgbstock.com
Photo: www.pixabay.com
CHARACTERISTICS OF AN
EFFECTIVE PLAN
• Written
• Flexible
• Understandable
• Includes the obvious
• Research-based
• Has clear goals and objectives
CAMPAIGN STEPS
RESEARCH
Knowledge is power!
•Electoral context
•Self research
•Opposition research
•Issue research
RESEARCH: ELECTORAL
CONTEXT
• Election system/rules
• District characteristics
• Voter characteristics
• Past elections
• Main factors affecting
election
Image: www.rfairfaxdemocrats.org
OPPOSITION RESEARCH
• Identify viable opponents
• Research
– Personal and professional
background
– Previous statements/positions
– Resources and support base
– Weaknesses AND strengths
GOAL SETTING
• Goal is usually to win election
• How many votes do you need?
• Example: Majoritarian
– 100,000 eligible voters
– 60,000 likely to vote
– Need 30,001 votes
TARGETING VOTERS
• Can’t please everyone
• Don’t need 100% of voters
• Maximize time and resources
• Focus on “persuadables” not strong
supporters or opponents
TARGETING VOTERS
Choosing the right target means aiming
for the middle
Target Audience
50,000
60,000
RURAL
70%
5,000
300,000
30,000 55,000
URBAN
30%
MESSAGE
• Single idea/theme
• Your values
• What you repeat over and over
• What you want people to remember
• How you connect with and persuade
voters
Why am I asking for your support?
CHARACTERISTICS OF AN
EFFECTIVE MESSAGE
• Clear and concise
• Compelling
• Contrasting
• Connected
• Consistently delivered
• Credible
• Clear
MESSAGE EXAMPLE
“It’s time for a change: time to support
our schools, time to address government
corruption, time to bring jobs back to
our town. As a teacher and community
activist, I want to lead that change.”
EXERCISE: MESSAGE BOX
What we say about us What we say about
them
What they say about What they say about
themselves us
MESSENGERS
• Use real, relatable people
• Use credible people
• Trustworthiness and sincerity are key
DETERMING ISSUE
IMPORTANCE AND POSITION
• Tying issues to your message
• Example: Clinton: “Change or more of
the same?”
Photo: AP
EXERCISE: DETERMINING ISSUE
IMPORTANCE AND POSITION
• Issue selection
–How important is the issue?
–Who has the better position?
GETTING THE MESSAGE OUT
• Media
• Print
• Electronic
• Social
• Voter Contact
Social media 1 1 1 3 2
VOTER CONTACT PLAN EXAMPLE
Method # Voters When Where Cost # Volunteers
3,000 May Homes $500 50
Door to door
Weekend
6,000 April Homes $2,500 10
Direct mail
Photo: NDI
CAMPAIGN RESOURCES
• People
• Money
• Time
• Information
Photo: NDI
FUNDRAISING
FUNDRAISING
• Who can give, when, how often, and
how much?
• Other fundraising tools such as events
• In-kind contributions
• Say thank you
EXAMPLE:FUNDRAISING PLAN
REVENUE Month 1 Month 2 Month 3 Month 4 Month 5
Candidate
contributions 1000 1000 500
Political Party
contributions 5000 1550
Donations 500 250 500 1000 2500
Fundraising events
income 2000 600 300
TOTAL EXPENSES 2500 1200 2250 2800 7650
TOTAL INCOME 8500 250 2100 2550 3000
CASH FLOW 6000 -950 -150 -250 -4650
CASH-ON-HAND 6000 5050 4900 4650 0
TIMELINE
• Start from election day and work
backwards
• Refer to campaign plan
• What needs to happen?
• By when?
• By whom?
• With what resources?
• Include key dates and deadlines
EXAMPLE:TIMELINE
DATE ACTIVITY RESPONSIBLE RESOURCES
After Finalize all tasks, pay Campaign Manager, Office Money
Election workers Manager, Finance Director -Venue, food, small
Day -Appreciation party -Campaign Team gifts
Photo: NDI
DATA AND LIST MANAGEMENT
• Lists of: • Sources of
– Supporters information:
– Potential donors – Official voter list
– Volunteers – Candidate
– Press contacts contacts
– Persuadable – Supporter’s
contacts
voter
– Opinion leaders – Party lists
DATA AND LIST MANAGEMENT
• Full name • Polling station
• Gender • Party affiliation
• Age range/date • Voting intention
of birth • Voting history
• Phone number(s) • Donor history
• Mailing address • Volunteer history
• Email
CAMPAIGN PLAN REVIEW
Steps Resources
• Goal setting • People
• Voter targeting • Money
• Research • Time
• Message • Info
• Voter contact
• Budget
• Fundraising
• Election day
Photo: NDI