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Writing a Field Plan



           April 23rd, 2008
Listen live on:
Questions? nightschool@democracyforamerica.com
AIM: DFA Night School        Paid for by Democracy for America,
                           www.democracyforamerica.com, and not
                               authorized by any candidate or
                                   candidate’s committee.
Welcome Back to Night School!
    What’s New?
    Streaming live at Blog Talk Radio:
             Click here to listen:


    New Look:




    New DFA website coming soon!

2    Questions? nightschool@democracyforamerica.com
Tonight’s Trainers




    Arshad Hasan                Matt Blizek            Helen Strain
DFA Executive Director DFA Training Director         Field Organizer for
  Night School Host     Night School Host               over 20 years




3   Questions? nightschool@democracyforamerica.com
Field Planning in 2 Parts
           This session:                         Next Month:
    1. Setting Your Vote Goals               3. Voter Contact Tactics
      - Win Number                              - Canvass
      - Vote Goal                               - Phones
                                                - Mail
    2. Targeting Strategies                     - Etc
      - Geographic                           4. Timelines
      - Voting History                       5. Benchmarks
      - Demographic
                                  RSVP for Part 2 of this series:
                                   www.dfalink.com/fieldplan2

4     Questions? nightschool@democracyforamerica.com
Your Blueprint for Victory
    Contains your campaign’s Goals and
    the Strategies, Tactics, Timelines,
    and Benchmarks to achieve them

    Person to person voter contact
       • Delivers a campaign’s message to
         targeted voters
                                                            A strong Field
       • Tactics: Canvass, phone calls, mail             Organization can help
         literature drops, etc.                         you gain between 3-5%
                                                           on election day.
    Builds a grassroots volunteer base

5      Questions? nightschool@democracyforamerica.com
What’s Your Win Number?
Step 1: Project the turnout:
Projected
              = % Turnout in last x
                 similar election(s)
                                         Current number of
                                           registered voters
    Turnout


      Step 2: Set Your Goals
       Win Number = (Projected Turnout / 2) + 1
         Vote Goal = Projected Turnout x .52


           Step 3: Write them down!


6     Questions? nightschool@democracyforamerica.com
Targeting Your Resources
    Why target?
      • Limited People, Money & Time
      • Gets the right message to the right
        voters

    3 Ways to Target Voters
      • Geographically                            Research Suggestions
      • Voter History & Identification                  • Secretary of State
                                                       • County Elections Board
      • Constituencies                                 • Party Voter File
                                                       • NCEC
                                                       • US Census data



7     Questions? nightschool@democracyforamerica.com
Calculate Your Vote Goals
    Region # 1                           District Total
    Current Registration:   1624         Current Registration:        5124
    ’04 Turnout %:          31%          ’04 Turnout %:               46.3%
    ’08 Projected Turnout   ____         ’08 Projected Turnout        ____
    Win Number              ____         Win Number                   ____
    Vote Goal (52%)         ____         Vote Goal (52%)              ____
    Region # 2
    Current Registration:   1603
    ’04 Turnout %:          55%
    ’08 Projected Turnout   ____
    Win Number              ____                                 Formula Key
    Vote Goal (52%)         ____
                                                      Projected Turnout =
    Region # 3
    Current Registration:   1897                      Current Registration x 04 Turnout %
    ’04 Turnout %:          52%                       Win Number =
    ’08 Projected Turnout   ____
                                                      (Projected Turnout / 2) + 1
    Win Number              ____
    Vote Goal (52%)         ____                      Vote Goal = Projected Turnout x .52


8    Questions? nightschool@democracyforamerica.com
We need at least 1187 votes to win
    Region # 1                            District Total
    Current Registration:     1624        Current Registration:   5124
    ’04 Turnout:              31%         ’04 Turnout:            46.3%
    ’08 Projected Turnout     503         ’08 Projected Turnout   2371
    Win Number                253         Win Number              1187
    Vote Goal (52%)           262         Vote Goal (52%)         1233
    Region # 2
    Current Registration:     1603
    ’04 Turnout:              55%
    ’08 Projected Turnout     882
    Win Number                442
    Vote Goal (52%)           458
    Region # 3
    Current Registration:     1897
    ’04 Turnout:              52%
    ’08 Projected Turnout     986
    Win Number                494
    Vote Goal (52%)           513


9   Questions? nightschool@democracyforamerica.com
Democratic Performance Index
     ‘Percentage of the vote an average Dem can
       expect in an average election’
       – Based on voting history NOT voter registration


     How to calculate D.P.I

       {                                            }
            Democratic % in similar election # 1
           + Democratic % in similar election # 2         / 3 = D.P.I.
           + Democratic % in similar election # 3

     About NCEC


10    Questions? nightschool@democracyforamerica.com
Find the Democrats!
 Region # 1                            District Totals
 08 Projected Turnout:    503          08 Projected Turnout:       2371
 Dem Performance Index:   69%          Dem Performance Index:      46.1%
 Projected Dem Turnout    ____         Projected Dem Turnout       ____
 Vote Goal (52%)          262          Vote Goal (52%)             1233
 Vote difference          ____         Vote difference             ____
 Region # 2
 08 Projected Turnout:    882
 Dem Performance Index:   31%
 Projected Dem Turnout    ____
 Vote Goal (52%)          458
 Vote difference          ____                              Formula Key
 Region # 3
                                                  Projected Dem Turnout =
 08 Projected Turnout:    986
 Dem Performance Index:   48%                     Turnout Projection x D.P.I.
 Projected Dem Turnout    ____                    Vote Difference =
 Vote Goal (52%)          513
                                                  Projected Dem Turnout – Vote Goal
 Vote difference          ____

11    Questions? nightschool@democracyforamerica.com
Not enough Democrats to win
     Region # 1                           District Totals
     08 Projected Turnout:    503         08 Projected Turnout:    2371
     Dem Performance Index:   69%         Dem Performance Index:   46.1%
     Projected Dem Turnout    347         Projected Dem Turnout    1094
     Vote Goal (52%)          262         Vote Goal (52%)          1233
     Vote difference          85          Vote difference          -139
     Region # 2
     08 Projected Turnout:    882
     Dem Performance Index:   31%
     Projected Dem Turnout    273
     Vote Goal (52%)          458
     Vote difference          -185
     Region # 3
     08 Projected Turnout:    986
     Dem Performance Index:   48%
     Projected Dem Turnout    473
     Vote Goal (52%)          513
     Vote difference          -39


12      Questions? nightschool@democracyforamerica.com
How many persuadable voters
              are out there?
            Method # 1:                            Method # 2:
Look for the blowouts to                     Compare campaigns with
  determine the Base Vote                      the same constituents

 AKA ‘Yellow Dog’ Democrats               Candidate      % of vote in District
                                          Dem Governor           57%
       100%                               Dem State Senate       46%
     - Democrat Base %
     - Republican Base %                    57% - 46% = 11% of the voters
                                                    are persuadable
       Persuasion Index



13     Questions? nightschool@democracyforamerica.com
Find the Persuadable Voters
 Region # 1                            District Totals
 ’08 Projected Turnout :      503      ’08 Projected Turnout :      2371
 Persuasion Index:            18%      Persuasion Index:            16.2%
 Projected Persuadable Voters ____     Projected Perusable Voters   384
 Persuasion Share             ____     Persuasion Share             ___


 Region # 2
 ’08 Projected Turnout :      882
 Persuasion Index:            12%
 Projected Persuadable Voters ____
 Persuasion Share             ____
                                                             Formula Key
 Region # 3                                       Projected Persuadable Voters =
 ’08 Projected Turnout :      986
                                                  Turnout Projection x Persuasion %
 Persuasion Index:            19%
 Projected Persuadable Voters ____                Persuasion Share =
 Persuasion Share             ____                Regional Persuadable Voters / Total
                                                     Persuadable Voters


14   Questions? nightschool@democracyforamerica.com
A Winnable District
     Region # 1                              District Totals
     ’08 Projected Turnout :      503        ’08 Projected Turnout :      2371
     Persuasion Index:            18%        Persuasion Index:            16.2%
     Projected Perusable Voters   91         Projected Perusable Voters   384
     Persuasion Share             23.6%      Persuasion Share             100%

     Region # 2
     ’08 Projected Turnout :      882
     Persuasion Index:            12%
     Projected Perusable Voters   106
     Persuasion Share             27.6%


     Region # 3
     ’08 Projected Turnout :      986
     Persuasion Index:            19%
     Projected Perusable Voters   187
     Persuasion Share             48.8%



15    Questions? nightschool@democracyforamerica.com
Questions?
     Email: nightschool@democracyforamerica.com

                        Instant Message:
                        DFA Night School




16    Questions? nightschool@democracyforamerica.com
Field Targeting Strategies
 DEM BASE PRECINCTS
      - D.P.I. = Greater than 65%
      - Identification, voter registration, volunteer recruitment, GOTV


 REPUBLICAN BASE PRECINCTS
     - D.P.I. = less than 35%
     - Lowest priority, highly targeted contact only


 SWING PRECINCTS
     - D.P.I. greater than 65%
     - Identification, Persuasion & GOTV


17    Questions? nightschool@democracyforamerica.com
Targeting with Voter History
 Voter Contact Priorities
                                                                  Partisanship ID
A. Undecideds likely to Vote                                        Strong     Undecided     Strong
   (ID, Persuasion)                                                Supporter    (2, 3, 4)   Opponent
                                                                                               (5)




                                    Voting History
B. Supporters less likely to vote                                     (1)

   (ID, GOTV)                                         Always
                                                                      D
                                                     Vote (4x4)                   A           F
C. Undecideds less likely to vote                                   Base       Persuasion
   (ID, Persuasion, GOTV)                            Sometimes
D. Supporters likely to vote                           Vote                       C
   (Base building)                                     (2x4)          B        Persuasion     F
                                                       (0x0)                       #2
                                                     Never Vote
                                                       (0x4)          E           E           F

18    Questions? nightschool@democracyforamerica.com
VAN Power
One big list of voters for
all Democrats


The VAN doesn’t fix itself!


     Contact your local county
     Democratic Party or DNC
       organizer for access

19   Questions? nightschool@democracyforamerica.com
Targeting with Constituencies
     Look at your candidate and message
     Identify your supporters in the
     community
     Listen!
     Build bases of support



20     Questions? nightschool@democracyforamerica.com
Questions
                    Email
     nightschool@democracyforamerica.com

                       Instant Message
                      DFA Night School




21   Questions? nightschool@democracyforamerica.com
Homework
     1. Download the attached worksheet
                         Click Here to download

     2. Calculate the Vote Goals in your area
     3. Sign up for next month’s Night School
              www.dfalink.com/fieldplan2



22    Questions? nightschool@democracyforamerica.com
Learn more every Month
                                      DFA Training Weekends
                                  April 26-27      West Long Branch, NJ
                                  May 3-4          Rochester, NY

     May 28th 8:30pm ET           May 10-11        Cincinnati, OH
                                  May 31-June 1 Pittsburgh, PA
 Writing a Field Plan
                                  June 7-8         Lansing, MI
   Part 2: Tactics,               June 14-15       Kansas City, MO
    Timelines, &                  June 21-22       Albuquerque, NM
    Benchmarks                    July 12-13       Miami, FL
      www.dfalink.com/            July 17-20       Austin, TX Netroots Nation
        Fieldplan2                 www.democracyforamerica.com/training


23     Questions? nightschool@democracyforamerica.com
Thank you for joining us!
                  Need to catch up on earlier Night School presentations?
            Order previous semesters on DVD (and help keep Night School free)
                     www.democracyforamerica.com/nightschooldvd




                                     Join the DFA Trust
                       www.democracyforamerica.com/trust



24   Questions? nightschool@democracyforamerica.com

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Writing A Field Plan Part 1

  • 1. Writing a Field Plan April 23rd, 2008 Listen live on: Questions? nightschool@democracyforamerica.com AIM: DFA Night School Paid for by Democracy for America, www.democracyforamerica.com, and not authorized by any candidate or candidate’s committee.
  • 2. Welcome Back to Night School! What’s New? Streaming live at Blog Talk Radio: Click here to listen: New Look: New DFA website coming soon! 2 Questions? nightschool@democracyforamerica.com
  • 3. Tonight’s Trainers Arshad Hasan Matt Blizek Helen Strain DFA Executive Director DFA Training Director Field Organizer for Night School Host Night School Host over 20 years 3 Questions? nightschool@democracyforamerica.com
  • 4. Field Planning in 2 Parts This session: Next Month: 1. Setting Your Vote Goals 3. Voter Contact Tactics - Win Number - Canvass - Vote Goal - Phones - Mail 2. Targeting Strategies - Etc - Geographic 4. Timelines - Voting History 5. Benchmarks - Demographic RSVP for Part 2 of this series: www.dfalink.com/fieldplan2 4 Questions? nightschool@democracyforamerica.com
  • 5. Your Blueprint for Victory Contains your campaign’s Goals and the Strategies, Tactics, Timelines, and Benchmarks to achieve them Person to person voter contact • Delivers a campaign’s message to targeted voters A strong Field • Tactics: Canvass, phone calls, mail Organization can help literature drops, etc. you gain between 3-5% on election day. Builds a grassroots volunteer base 5 Questions? nightschool@democracyforamerica.com
  • 6. What’s Your Win Number? Step 1: Project the turnout: Projected = % Turnout in last x similar election(s) Current number of registered voters Turnout Step 2: Set Your Goals Win Number = (Projected Turnout / 2) + 1 Vote Goal = Projected Turnout x .52 Step 3: Write them down! 6 Questions? nightschool@democracyforamerica.com
  • 7. Targeting Your Resources Why target? • Limited People, Money & Time • Gets the right message to the right voters 3 Ways to Target Voters • Geographically Research Suggestions • Voter History & Identification • Secretary of State • County Elections Board • Constituencies • Party Voter File • NCEC • US Census data 7 Questions? nightschool@democracyforamerica.com
  • 8. Calculate Your Vote Goals Region # 1 District Total Current Registration: 1624 Current Registration: 5124 ’04 Turnout %: 31% ’04 Turnout %: 46.3% ’08 Projected Turnout ____ ’08 Projected Turnout ____ Win Number ____ Win Number ____ Vote Goal (52%) ____ Vote Goal (52%) ____ Region # 2 Current Registration: 1603 ’04 Turnout %: 55% ’08 Projected Turnout ____ Win Number ____ Formula Key Vote Goal (52%) ____ Projected Turnout = Region # 3 Current Registration: 1897 Current Registration x 04 Turnout % ’04 Turnout %: 52% Win Number = ’08 Projected Turnout ____ (Projected Turnout / 2) + 1 Win Number ____ Vote Goal (52%) ____ Vote Goal = Projected Turnout x .52 8 Questions? nightschool@democracyforamerica.com
  • 9. We need at least 1187 votes to win Region # 1 District Total Current Registration: 1624 Current Registration: 5124 ’04 Turnout: 31% ’04 Turnout: 46.3% ’08 Projected Turnout 503 ’08 Projected Turnout 2371 Win Number 253 Win Number 1187 Vote Goal (52%) 262 Vote Goal (52%) 1233 Region # 2 Current Registration: 1603 ’04 Turnout: 55% ’08 Projected Turnout 882 Win Number 442 Vote Goal (52%) 458 Region # 3 Current Registration: 1897 ’04 Turnout: 52% ’08 Projected Turnout 986 Win Number 494 Vote Goal (52%) 513 9 Questions? nightschool@democracyforamerica.com
  • 10. Democratic Performance Index ‘Percentage of the vote an average Dem can expect in an average election’ – Based on voting history NOT voter registration How to calculate D.P.I { } Democratic % in similar election # 1 + Democratic % in similar election # 2 / 3 = D.P.I. + Democratic % in similar election # 3 About NCEC 10 Questions? nightschool@democracyforamerica.com
  • 11. Find the Democrats! Region # 1 District Totals 08 Projected Turnout: 503 08 Projected Turnout: 2371 Dem Performance Index: 69% Dem Performance Index: 46.1% Projected Dem Turnout ____ Projected Dem Turnout ____ Vote Goal (52%) 262 Vote Goal (52%) 1233 Vote difference ____ Vote difference ____ Region # 2 08 Projected Turnout: 882 Dem Performance Index: 31% Projected Dem Turnout ____ Vote Goal (52%) 458 Vote difference ____ Formula Key Region # 3 Projected Dem Turnout = 08 Projected Turnout: 986 Dem Performance Index: 48% Turnout Projection x D.P.I. Projected Dem Turnout ____ Vote Difference = Vote Goal (52%) 513 Projected Dem Turnout – Vote Goal Vote difference ____ 11 Questions? nightschool@democracyforamerica.com
  • 12. Not enough Democrats to win Region # 1 District Totals 08 Projected Turnout: 503 08 Projected Turnout: 2371 Dem Performance Index: 69% Dem Performance Index: 46.1% Projected Dem Turnout 347 Projected Dem Turnout 1094 Vote Goal (52%) 262 Vote Goal (52%) 1233 Vote difference 85 Vote difference -139 Region # 2 08 Projected Turnout: 882 Dem Performance Index: 31% Projected Dem Turnout 273 Vote Goal (52%) 458 Vote difference -185 Region # 3 08 Projected Turnout: 986 Dem Performance Index: 48% Projected Dem Turnout 473 Vote Goal (52%) 513 Vote difference -39 12 Questions? nightschool@democracyforamerica.com
  • 13. How many persuadable voters are out there? Method # 1: Method # 2: Look for the blowouts to Compare campaigns with determine the Base Vote the same constituents AKA ‘Yellow Dog’ Democrats Candidate % of vote in District Dem Governor 57% 100% Dem State Senate 46% - Democrat Base % - Republican Base % 57% - 46% = 11% of the voters are persuadable Persuasion Index 13 Questions? nightschool@democracyforamerica.com
  • 14. Find the Persuadable Voters Region # 1 District Totals ’08 Projected Turnout : 503 ’08 Projected Turnout : 2371 Persuasion Index: 18% Persuasion Index: 16.2% Projected Persuadable Voters ____ Projected Perusable Voters 384 Persuasion Share ____ Persuasion Share ___ Region # 2 ’08 Projected Turnout : 882 Persuasion Index: 12% Projected Persuadable Voters ____ Persuasion Share ____ Formula Key Region # 3 Projected Persuadable Voters = ’08 Projected Turnout : 986 Turnout Projection x Persuasion % Persuasion Index: 19% Projected Persuadable Voters ____ Persuasion Share = Persuasion Share ____ Regional Persuadable Voters / Total Persuadable Voters 14 Questions? nightschool@democracyforamerica.com
  • 15. A Winnable District Region # 1 District Totals ’08 Projected Turnout : 503 ’08 Projected Turnout : 2371 Persuasion Index: 18% Persuasion Index: 16.2% Projected Perusable Voters 91 Projected Perusable Voters 384 Persuasion Share 23.6% Persuasion Share 100% Region # 2 ’08 Projected Turnout : 882 Persuasion Index: 12% Projected Perusable Voters 106 Persuasion Share 27.6% Region # 3 ’08 Projected Turnout : 986 Persuasion Index: 19% Projected Perusable Voters 187 Persuasion Share 48.8% 15 Questions? nightschool@democracyforamerica.com
  • 16. Questions? Email: nightschool@democracyforamerica.com Instant Message: DFA Night School 16 Questions? nightschool@democracyforamerica.com
  • 17. Field Targeting Strategies DEM BASE PRECINCTS - D.P.I. = Greater than 65% - Identification, voter registration, volunteer recruitment, GOTV REPUBLICAN BASE PRECINCTS - D.P.I. = less than 35% - Lowest priority, highly targeted contact only SWING PRECINCTS - D.P.I. greater than 65% - Identification, Persuasion & GOTV 17 Questions? nightschool@democracyforamerica.com
  • 18. Targeting with Voter History Voter Contact Priorities Partisanship ID A. Undecideds likely to Vote Strong Undecided Strong (ID, Persuasion) Supporter (2, 3, 4) Opponent (5) Voting History B. Supporters less likely to vote (1) (ID, GOTV) Always D Vote (4x4) A F C. Undecideds less likely to vote Base Persuasion (ID, Persuasion, GOTV) Sometimes D. Supporters likely to vote Vote C (Base building) (2x4) B Persuasion F (0x0) #2 Never Vote (0x4) E E F 18 Questions? nightschool@democracyforamerica.com
  • 19. VAN Power One big list of voters for all Democrats The VAN doesn’t fix itself! Contact your local county Democratic Party or DNC organizer for access 19 Questions? nightschool@democracyforamerica.com
  • 20. Targeting with Constituencies Look at your candidate and message Identify your supporters in the community Listen! Build bases of support 20 Questions? nightschool@democracyforamerica.com
  • 21. Questions Email nightschool@democracyforamerica.com Instant Message DFA Night School 21 Questions? nightschool@democracyforamerica.com
  • 22. Homework 1. Download the attached worksheet Click Here to download 2. Calculate the Vote Goals in your area 3. Sign up for next month’s Night School www.dfalink.com/fieldplan2 22 Questions? nightschool@democracyforamerica.com
  • 23. Learn more every Month DFA Training Weekends April 26-27 West Long Branch, NJ May 3-4 Rochester, NY May 28th 8:30pm ET May 10-11 Cincinnati, OH May 31-June 1 Pittsburgh, PA Writing a Field Plan June 7-8 Lansing, MI Part 2: Tactics, June 14-15 Kansas City, MO Timelines, & June 21-22 Albuquerque, NM Benchmarks July 12-13 Miami, FL www.dfalink.com/ July 17-20 Austin, TX Netroots Nation Fieldplan2 www.democracyforamerica.com/training 23 Questions? nightschool@democracyforamerica.com
  • 24. Thank you for joining us! Need to catch up on earlier Night School presentations? Order previous semesters on DVD (and help keep Night School free) www.democracyforamerica.com/nightschooldvd Join the DFA Trust www.democracyforamerica.com/trust 24 Questions? nightschool@democracyforamerica.com