This document provides guidance on developing a winning campaign plan in 3 parts:
1. It outlines the basic components that should be included in any campaign plan such as an analysis of the district, candidate, issues, and budget.
2. It discusses how to analyze the district through understanding past election results and the current political environment.
3. It emphasizes the importance of developing strategies for voter contact, volunteer coordination, fundraising, and getting out the vote. Having a clear, written plan is presented as key to winning local elections.
2. The Honorable Peter G. Torkildsen
Chairman, Massachusetts GOP
Massachusequot;s Republican Pa#y
3. Your Plan
• Whilecomponents that different, therewinning
basic
each election is
all virtually all
are certain
campaigns will have
• One of those is having a written, winning campaign
plan
• The definition how winningyour candidate is that it
demonstrates
of a
you or
campaign plan
will get
50 % plus one of the votes cast
Massachusequot;s Republican Pa#y
4. Basics of a Campaign Plan
• Analysis of district, including past elections, and current year
• Analysis of you/ your candidate and any other candidates in the race
• Issues – why are you running? Public Policy Petitions
• Candidate scheduling plan
• Campaign staff (local races will all be volunteer staff)
• Field/ Volunteer Plan
• Press/ Internet Plan
• Voter ID and GOTV plan
• Budget – including WHEN you will spend $
• Finance Plan
Massachusequot;s Republican Pa#y
5. Analysis of district,
including past elections
• Use past similar elections to measure turnout,
broken down by precinct
• For partisan elections, calculateprecincts to start
vote analysis, to tell you which
a base vote/ swing
your door knocking and other targeted efforts
• Findrecordmost likely voterstown elections at or
the
your
of who voted in
using voter vault
your
town or city hall
Massachusequot;s Republican Pa#y
6. Analysis of district,
including current environment
• Who is at the yourof the ticket this year? Will John
McCain carry
top
district?
• How will henominees for President?
Republican
do in your district, compared to past
• Will the US Senate race have an effect in your
district?
• Are there other races likely to have an effect?
Massachusequot;s Republican Pa#y
7. Your vote
• To calculate 50% plus likelyof the votes, first you
need to calculate the
one
numbers of voters
• While turnout than elections for Presidentelections
will be smaller
varies, turnout for off year
(in
2008, expect higher than normal turnout this
November)
• Turnout for special elections will normally be much
less than regular elections
Massachusequot;s Republican Pa#y
8. Why calculate?
• Calculating ato turnout will also help number of
voters likely
realistic estimate of the
you estimate
a realistic budget, especially for voter contact direct
mail.
• It will alsoneedsyou knock on,how many doors your
candidate
help
to
estimate
how many phone
calls the campaign needs to make, how many lit
drops pieces to order, and how many volunteers
you will need to drop them
Massachusequot;s Republican Pa#y
9. Who are your targeted voters?
• All Republicans plus past Republican primary voters (also makes a good fundraising
prospect list)
• Anyone who signs your nomination papers (and you should get as many signatures as
possible)
• Your contacts in community (Christmas card or similar list, members of groups you
are actively involved in, etc.)
• Voters in Voter Vault who either 1. agree with you/ disagree with your opponent on a
specific issue, or 2. are identified as likely to support Republicans via micro targetting
• Newly registered voters (Voter Vault will be updated in April – after that, you need to
track newly registered voters!)
• Absentee voters
Massachusequot;s Republican Pa#y
10. Analysis of you/your candidate and any other
candidates in the race
• What are your (candidate’s) electoral strengths?
• Past vote getter?
• Community activist?
• Never run for office before? (This could be a strength this
year, as people are getting angry at Beacon Hill and Capitol
Hill)
• What are your (candidate’s) electoral weaknesses?
Massachusequot;s Republican Pa#y
11. Analysis of you/ your candidate and any other
candidates in the race
• Conduct an analysis of other candidates in the race
• Are you running against an incumbent?
• Where precincts are the incumbents strongest? Weakest?
• What are the electoral strengths and weaknesses?
• Against a non-incumbent:
• What are their electoral strengths and weaknesses?
• Where will this person get her votes from?
Massachusequot;s Republican Pa#y
12. A candidate should only be doing three things
1. Asking for contributions
2. Asking for votes (also signatures, which can become votes)
3. Asking people to raise money and/ or volunteer
• In reality, candidates will also have family and employment
considerations, and those must be reflected as well
• As a local candidate, plot how much time you will have for door to
door, and other activities
Massachusequot;s Republican Pa#y
13. Identifying and
Using Campaign
Issues
Massachusequot;s Republican Pa#y
14. Issues
Issues are important in every campaign
Sometimes, Issues will be “forced” on a
candidate, for reasons that are outside of a
candidate’s control
Response to 9/11
War in Iraq
Massachusequot;s Republican Pa#y
15. Issues
• This year, a general issue who wants to increase
broken, with a governor
is that Beacon Hill is
taxes on employers, people who eat meals outside
their homes, and who knows who else.
• Governor Patrick ran on nothing to reduce
tax reform, but has done
a campaign of property
property taxes
• Hold you Dem. Opponent accountable for Beacon
Hill be broken
Massachusequot;s Republican Pa#y
16. Identify Big 3 Issues
• In general, all campaigns are about change, and
this year, that is especially true
• What are you goingare do that is different than the
incumbent? (What
to
you going to do that is
different than the unpopular governor?)
• If you cannot tellthen theywhat tendare fall back to
that is different,
people
will
you
to
going to do
their traditional pattern of voting, which in
Massachusetts is often for a Dem.
Massachusequot;s Republican Pa#y
17. Identify 3 Big Issues
• The reasonbig issues is because that more
than three
you limit yourself to no
is
usually as many as you will be able to
communicate on your budget, and still have
people associate those issues with you/ your
candidate
• You want three issuesyour will appeal to a
wide cross section of
that
likely voters
Massachusequot;s Republican Pa#y
18. CHANGE
• Change can betoanback it in and ofspecifics
you will need
issue
up with
itself, but
• People are generally upset with the statusand
quo, as well an many of their incumbents,
you need to identify how the change you are
running for is needed and practical for your
community
Massachusequot;s Republican Pa#y
19. Taxes
• Taxes are voters who are openato voting for a of voters,
especially
usually a concern to large number
Republican
• Massachusetts taxpayers currently pay the 4 the country
th
burden (combined federal, state, and local) in
Highest tax
• Property40% orinmore incommunities in the past five years have
gone up
taxes many
many communities
• If you are either reducing theincumbent, find out how they
voted on
running against an
state tax burden directly, or
supporting local aid, to reduce the property tax burden?
Massachusequot;s Republican Pa#y
20. Local Aid
• For the past 6 years, Democrats in the Legislature have
routinely blamed Republican Governors for local aid cuts.
Find out how the incumbent voted.
• Most Democrats voted for the reduction in local aid, both
as part of the local aid resolution voted early in the year,
and in the budget – but they would never say so.
• Find out the incumbent’s record. If running for an open
seat, and your opponent was endorsed by the incumbent,
consider tying the incumbent’s vote to the person he is
supporting
Massachusequot;s Republican Pa#y
21. Tuition Benefits for Illegal Aliens
• This is an issue which concerns people of all
socio-economic levels, and across party lines
• Important toand here distinction between people
here legally,
make a
illegally
• Oftenand 2)people see this as 1) a fairness
issue,
time
and economic issue
Massachusequot;s Republican Pa#y
22. Education, Environment
• Education and that just because Democrats
Don’t assume
Environment are two big issues.
champion liberal solutions means that people
support liberal solutions.
• Many people who areare looking for moderate and
and the environment
concerned about education
conservative solutions.
Massachusequot;s Republican Pa#y
23. Be Ready to Answer Common Questions
As a candidate, you will be asked about many issues, and you
should have an answer that you can give succinctly
Taxes (Property as well as
Income) Education
Abortion/ Choice
Environment
2nd Amendment Rights
Purely local issues
Marriage
Massachusequot;s Republican Pa#y
24. Public Policy Petitions
• An excellent way to by collecting signatures
before the voters is
get your major issue
for a public policy petition
• This question, which will be on the
November ballot, asks, “Shall the
Representative (Senator) from this district
vote in favor of….”
Massachusequot;s Republican Pa#y
25. Public Policy Petitions
• Question can of lottery Jessica’s law, about ending
the diversion
be about
funds and returning those
funds to local aid, or just about any public policy
issue
• Petitions becomeno later than April 22. – of thein
Commonwealth
available from the Sec.
Due
local clerks offices for certification by July 9.
• You need 200 certified and 1200 certified
representative district,
signatures for a state
signatures for a state senate district
Massachusequot;s Republican Pa#y
26. Candidate scheduling plan
• For most state rep elections, a candidate
with a well crafted and executed plan
will be able to meet a large majority of
the people likely to vote for her.
• To reach a majority of targeted voters
requires a disciplined daily schedule of
voter contact by the candidate, with
written follow up to all voters, whether
they were home or not
Massachusequot;s Republican Pa#y
27. Candidate scheduling plan
• Fordoors in a two if yourperiod, calculateknock on
40
door-to-door,
hour
candidate can
the
number of doors you can knock given how many
hours you have available.
• In the town of Prescott, we one voter in a town
that have produced at least
have 3478 households
election in the past three years.
• Will your will she only be able to knock on some,
doors, or
candidate be able to knock on all these
and have volunteers knock on the rest?
Massachusequot;s Republican Pa#y
28. Door Knocking
• Door Knocking
to targeted
doors will be
essential to
winning a local
election
Massachusequot;s Republican Pa#y
29. Candidate scheduling plan
• How much time will you (your candidate)
spend raising money?
• On the phone?
• At Housevoter contact and fundraising
are often
Parties (Which for local races
events combined)
• Other events?
Massachusequot;s Republican Pa#y
30. Campaign staff
• Campaign “staff” for a local election will
almost always be volunteer
• Even if you do not have formal titles, you
need people responsible for the basic staff
functions
• Everyiscampaign needs a campaign manager
who NOT the candidate
Massachusequot;s Republican Pa#y
31. Campaign staff – other
functions:
• Press (many timespress person, but try to have a of
the functions of a
a local candidate will do most
volunteer do the basics like emailing press releases,
etc.)
• Fundraising coordinator
• Volunteer coordinator
• Voter ID/ GOTV coordinator
• Plus others
Massachusequot;s Republican Pa#y
32. Press/ Internet Plan
★ How will you use the press to reinforce your
message?
★Press releases
★Letters to the editor
★ How will you use the internet (your web page,
blogs, emails,You Tube, etc.) to reinforce your
message? (Extremely important that the candidate
not do this personally)
Massachusequot;s Republican Pa#y
33. Voter ID and GOTV plan
• Voter ID andyou spend essential toelection
campaign. If
GOTV is
the entire
a winning
cycle convincing voters to support your
candidate, and then you do not ID them and
get them to the polls, you have essentially
wasted months of enormous effort
• More on this will be discussed later
Massachusequot;s Republican Pa#y
34. Budget
• After youthe cost of implementing it, andplan,corresponding
calculate
have completed you campaign
the
you need to
time line (calendar) as to when you will need the money to
implement it. This is your preliminary budget
• Estimate when youof all especially whenand be as specific as
possible
the cost
can,
your activities,
estimating printing,
postage and advertising, which will consume the majority of
your funds
• Your budget must include money is astime line. When you
need to spend (and raise)
a calendar/
important as how
much you need.
Massachusequot;s Republican Pa#y
35. Budget
• For example, in3458Town of Prescott,you
have identified
the
households that
you
will contact. Your budget will need to
include the cost of mailing 3458 homes
for:
• An intro/ fundraising letter
• Voter contact pieces
Massachusequot;s Republican Pa#y
36. Budget
• If you are using volunteers need to budget forintro/
fundraising letter, you only
to assemble your
printing and postage.
• For your voter contactthose piecesonly need to
budget for printing for
pieces, you
which will be
delivered by the candidate/ volunteers
• For mailed pieces, obviously add postage
• Also signs, phonebasics, such as bumper stickers,
yard
budget for
banks, web page, etc.
Massachusequot;s Republican Pa#y
37. Finance Plan
• Once you have calculated createpreliminaryplan, that
budget, you then need to
your
a finance
is how you will raise the money to pay for your
campaign. This will be discussed in detail in the
next session
• Once you have created a finance plan, you need to
go back and ADD the cost of fundraising
(invitations, events, etc.) to your original budget,
and this will give your final budget
Massachusequot;s Republican Pa#y
38. Conclusions
• The benefits of startingare enormous with a
winning campaign plan
your campaign
• During your campaign, the urgent will always interrupt
the important
• By writing and following your campaign plan, you
will not let your opponent, the media or anyone
else sidetrack you from implementing your winning
plan!
Massachusequot;s Republican Pa#y
39. Raise Money
Lyndsay K. Jones
Finance Director
Massachusequot;s Republican Pa#y
43. Finance Plan
Your financial plan should consist of four parts:
Summary – List fundraising programs
Massachusequot;s Republican Pa#y
44. Finance Plan
Your financial plan should consist of four parts:
Summary – List fundraising programs
Massachusequot;s Republican Pa#y
45. Finance Plan
Your financial plan should consist of four parts:
Summary – List fundraising programs
Narrative – a detailed description of each program
Massachusequot;s Republican Pa#y
46. Finance Plan
Your financial plan should consist of four parts:
Summary – List fundraising programs
Narrative – a detailed description of each program
Massachusequot;s Republican Pa#y
47. Finance Plan
Your financial plan should consist of four parts:
Summary – List fundraising programs
Narrative – a detailed description of each program
Calendar – event dates, literature drops and deadlines
Massachusequot;s Republican Pa#y
48. Finance Plan
Your financial plan should consist of four parts:
Summary – List fundraising programs
Narrative – a detailed description of each program
Calendar – event dates, literature drops and deadlines
Massachusequot;s Republican Pa#y
49. Finance Plan
Your financial plan should consist of four parts:
Summary – List fundraising programs
Narrative – a detailed description of each program
Calendar – event dates, literature drops and deadlines
Job Descriptions – should be written for each member of
fundraising team
Massachusequot;s Republican Pa#y
54. Why People Give
Access - Challengers don’t have it
Ideology – Strong believers in conservative
principles or fearful of liberal agenda
Massachusequot;s Republican Pa#y
55. Why People Give
Access - Challengers don’t have it
Ideology – Strong believers in conservative
principles or fearful of liberal agenda
Massachusequot;s Republican Pa#y
56. Why People Give
Access - Challengers don’t have it
Ideology – Strong believers in conservative
principles or fearful of liberal agenda
Peer Influence – People who know and like you
Massachusequot;s Republican Pa#y
62. Regardless of how the request is made, remember to convey three things to
all donors:
Massachusequot;s Republican Pa#y
63. Regardless of how the request is made, remember to convey three things to
all donors:
Massachusequot;s Republican Pa#y
64. Regardless of how the request is made, remember to convey three things to
all donors:
Urgency: A donation is needed as soon as possible
Massachusequot;s Republican Pa#y
65. Regardless of how the request is made, remember to convey three things to
all donors:
Urgency: A donation is needed as soon as possible
Massachusequot;s Republican Pa#y
66. Regardless of how the request is made, remember to convey three things to
all donors:
Urgency: A donation is needed as soon as possible
Specificity: Outline how the Committee spends its money. It is
important to demonstrate that the committee has its spending
priorities in place
Massachusequot;s Republican Pa#y
67. Regardless of how the request is made, remember to convey three things to
all donors:
Urgency: A donation is needed as soon as possible
Specificity: Outline how the Committee spends its money. It is
important to demonstrate that the committee has its spending
priorities in place
Massachusequot;s Republican Pa#y
68. Regardless of how the request is made, remember to convey three things to
all donors:
Urgency: A donation is needed as soon as possible
Specificity: Outline how the Committee spends its money. It is
important to demonstrate that the committee has its spending
priorities in place
Electability: Tell them why you can win if you have the proper
funding
Massachusequot;s Republican Pa#y
70. Donor Groups
One Size Does NOT Fit All
Massachusequot;s Republican Pa#y
71. Donor Groups
One Size Does NOT Fit All
Friends and Family
Massachusequot;s Republican Pa#y
72. Donor Groups
One Size Does NOT Fit All
Friends and Family
Massachusequot;s Republican Pa#y
73. Donor Groups
One Size Does NOT Fit All
Friends and Family
Ideologues
Major Donors
Direct Mail Donors
Massachusequot;s Republican Pa#y
74. Donor Groups
One Size Does NOT Fit All
Friends and Family
Ideologues
Major Donors
Direct Mail Donors
Clubs/Committees
Massachusequot;s Republican Pa#y
75. Donor Groups
One Size Does NOT Fit All
Friends and Family
Ideologues
Major Donors
Direct Mail Donors
Clubs/Committees
Massachusequot;s Republican Pa#y
76. Donor Groups
One Size Does NOT Fit All
Friends and Family
Ideologues
Major Donors
Direct Mail Donors
Clubs/Committees
PACs
Massachusequot;s Republican Pa#y
77. Where Do I Find Potential
Donors?
Friends and Family
The Rolodex Strategy:
Groups where you will have the most success:
Family, colleagues and friends
Business Associates
Social Clubs
Country Clubs
Church
Vendors (if applicable)
College Alumni Lists
Massachusequot;s Republican Pa#y
79. Where Do I Find Potential
Donors?
Ideologues
Massachusequot;s Republican Pa#y
80. Where Do I Find Potential
Donors?
Ideologues
Previous donors to Republican candidates, PACs, and causes
Massachusequot;s Republican Pa#y
81. Where Do I Find Potential
Donors?
Ideologues
Previous donors to Republican candidates, PACs, and causes
Note: Committees can legally obtain lists of donors to Massachusetts
state candidates and committees at the Office of Campaign and
Political Finance
Massachusequot;s Republican Pa#y
82. Where Do I Find Potential
Donors?
Ideologues
Previous donors to Republican candidates, PACs, and causes
Note: Committees can legally obtain lists of donors to Massachusetts
state candidates and committees at the Office of Campaign and
Political Finance
www.state.ma.us/ocpf
Massachusequot;s Republican Pa#y
83. Where Do I Find Potential
Donors?
Ideologues
Previous donors to Republican candidates, PACs, and causes
Note: Committees can legally obtain lists of donors to Massachusetts
state candidates and committees at the Office of Campaign and
Political Finance
www.state.ma.us/ocpf
Massachusequot;s Republican Pa#y
84. Where Do I Find Potential
Donors?
Ideologues
Previous donors to Republican candidates, PACs, and causes
Note: Committees can legally obtain lists of donors to Massachusetts
state candidates and committees at the Office of Campaign and
Political Finance
www.state.ma.us/ocpf
Professional Organization Member lists (AMA, Chambers, NFIB,
NRA)
Massachusequot;s Republican Pa#y
85. Where Do I Find Potential
Donors?
Ideologues
Previous donors to Republican candidates, PACs, and causes
Note: Committees can legally obtain lists of donors to Massachusetts
state candidates and committees at the Office of Campaign and
Political Finance
www.state.ma.us/ocpf
Professional Organization Member lists (AMA, Chambers, NFIB,
NRA)
Massachusequot;s Republican Pa#y
86. Where Do I Find Potential
Donors?
Ideologues
Previous donors to Republican candidates, PACs, and causes
Note: Committees can legally obtain lists of donors to Massachusetts
state candidates and committees at the Office of Campaign and
Political Finance
www.state.ma.us/ocpf
Professional Organization Member lists (AMA, Chambers, NFIB,
NRA)
Petition Signers (Tax Rollback, Marriage Amendment, Local Petitions)
Massachusequot;s Republican Pa#y
87. Where Do I Find Potential
Donors?
Ideologues
Previous donors to Republican candidates, PACs, and causes
Note: Committees can legally obtain lists of donors to Massachusetts
state candidates and committees at the Office of Campaign and
Political Finance
www.state.ma.us/ocpf
Professional Organization Member lists (AMA, Chambers, NFIB,
NRA)
Petition Signers (Tax Rollback, Marriage Amendment, Local Petitions)
Massachusequot;s Republican Pa#y
88. Where Do I Find Potential
Donors?
Ideologues
Previous donors to Republican candidates, PACs, and causes
Note: Committees can legally obtain lists of donors to Massachusetts
state candidates and committees at the Office of Campaign and
Political Finance
www.state.ma.us/ocpf
Professional Organization Member lists (AMA, Chambers, NFIB,
NRA)
Petition Signers (Tax Rollback, Marriage Amendment, Local Petitions)
VoterVault!
Massachusequot;s Republican Pa#y
89. Major Donors
Important part of your effort to raise capital
Recruited through personal solicitation of:
Town Committee Chairman
Finance Chairman
Local Republican elected officials
Massachusequot;s Republican Pa#y
90. Major Donors
Establish levels of club Target individuals to be new
membership: major donors.
Local business owners
Active Members $50 Major donors to Republican
Silver Elephants $100 candidates
Golden Elephants $500 Current donors who could
Diamond Elephants $1,000 move up to a higher level
Try to find some connection between a member of the Finance
Committee and the prospective major donor
Set up a meeting where you outline the campaigns goals and plan for
attaining them
Demonstrate the impact their contribution will make on the campaign’s
political operations
Massachusequot;s Republican Pa#y
95. Successful Solicitation of Major Donors:
Sell Yourself!
Be optimistic, sincere and excited about the campaign
Massachusequot;s Republican Pa#y
96. Successful Solicitation of Major Donors:
Sell Yourself!
Be optimistic, sincere and excited about the campaign
An investment in a better future based on his/her values &
ideals
Massachusequot;s Republican Pa#y
97. Successful Solicitation of Major Donors:
Sell Yourself!
Be optimistic, sincere and excited about the campaign
An investment in a better future based on his/her values &
ideals
Be Flexible. Close the deal when you sense the person is
ready
Massachusequot;s Republican Pa#y
98. Successful Solicitation of Major Donors:
Sell Yourself!
Be optimistic, sincere and excited about the campaign
An investment in a better future based on his/her values &
ideals
Be Flexible. Close the deal when you sense the person is
ready
Look at the situation from the potential donor’s point of
view
Massachusequot;s Republican Pa#y
99. Successful Solicitation of Major Donors:
Sell Yourself!
Be optimistic, sincere and excited about the campaign
An investment in a better future based on his/her values &
ideals
Be Flexible. Close the deal when you sense the person is
ready
Look at the situation from the potential donor’s point of
view
Communicate on their level
Massachusequot;s Republican Pa#y
100. Successful Solicitation of Major Donors:
Sell Yourself!
Be optimistic, sincere and excited about the campaign
An investment in a better future based on his/her values &
ideals
Be Flexible. Close the deal when you sense the person is
ready
Look at the situation from the potential donor’s point of
view
Communicate on their level
Tell them how the money will be used
Massachusequot;s Republican Pa#y
101. Successful Solicitation of Major Donors:
Sell Yourself!
Be optimistic, sincere and excited about the campaign
An investment in a better future based on his/her values &
ideals
Be Flexible. Close the deal when you sense the person is
ready
Look at the situation from the potential donor’s point of
view
Communicate on their level
Tell them how the money will be used
Ask for names of other people who might be interested in
involvement
Massachusequot;s Republican Pa#y
102. Major Donors
Make these donors a part of your campaign
Keep them informed of your progress and
activities
Solicit their input throughout the campaign
These donors can help you expand your
rolodex network
Massachusequot;s Republican Pa#y
106. Fundraising Letters
Who Should be Mailed?
List of local active donors compiled by the Committee
Acquired lists
Registered Republicans in your community
Targeted groups – use VoterVault for this
Massachusequot;s Republican Pa#y
107. Fundraising Letters
Who Should be Mailed?
List of local active donors compiled by the Committee
Acquired lists
Registered Republicans in your community
Targeted groups – use VoterVault for this
Who Should Sign It?
Candidate
Local Republican elected official
Massachusequot;s Republican Pa#y
108. Fundraising Letters
Who Should be Mailed?
List of local active donors compiled by the Committee
Acquired lists
Registered Republicans in your community
Targeted groups – use VoterVault for this
Who Should Sign It?
Candidate
Local Republican elected official
Content
Why are you running?
What is planned for the coming election cycle?
Urgent PS:
Massachusequot;s Republican Pa#y
109. Fundraising Letters
Who Should be Mailed?
List of local active donors compiled by the Committee
Acquired lists
Registered Republicans in your community
Targeted groups – use VoterVault for this
Who Should Sign It?
Candidate
Local Republican elected official
Content
Why are you running?
What is planned for the coming election cycle?
Urgent PS:
Watch your spelling/grammar!
Massachusequot;s Republican Pa#y
112. Events
Special events
Raise money
Increase awareness
Build excitement
Establish a realistic target figure to be raised (after
expenses) and work backward from there.
Massachusequot;s Republican Pa#y
113. Events
Special events
Raise money
Increase awareness
Build excitement
Establish a realistic target figure to be raised (after
expenses) and work backward from there.
Massachusequot;s Republican Pa#y
114. Events
Special events
Raise money
Increase awareness
Build excitement
Establish a realistic target figure to be raised (after
expenses) and work backward from there.
Secure a speaker for your event
Massachusequot;s Republican Pa#y
115. Events
Special events
Raise money
Increase awareness
Build excitement
Establish a realistic target figure to be raised (after
expenses) and work backward from there.
Secure a speaker for your event
Massachusequot;s Republican Pa#y
116. Events
Special events
Raise money
Increase awareness
Build excitement
Establish a realistic target figure to be raised (after
expenses) and work backward from there.
Secure a speaker for your event
Where possible, look to utilize donated space and
resources.
Massachusequot;s Republican Pa#y
117. Groups and PACs
Solicit Donations From:
Town Committees
Like Minded Political Action Committees (PACS) i.e.
NFIB, NRA, GOAL, CLT
Approach these groups as you would Major Donors
Massachusequot;s Republican Pa#y
118. DO NOT:
Over-sympathize with your prospect. Never
begin with, “I know it’s a lot to ask, but…”
Leave without a firm commitment or a check
in hand.
Massachusequot;s Republican Pa#y
120. Campaign Finance Rules
The Massachusetts Office of Campaign & Political Finance
(OCPF) is the body that regulates your committee’s financial
activities.
Massachusequot;s Republican Pa#y
121. Campaign Finance Rules
The Massachusetts Office of Campaign & Political Finance
(OCPF) is the body that regulates your committee’s financial
activities.
Massachusequot;s Republican Pa#y
122. Campaign Finance Rules
The Massachusetts Office of Campaign & Political Finance
(OCPF) is the body that regulates your committee’s financial
activities.
They exist to assist Party committees, PACs, and candidates in
adhering to the finance laws that the legislature enacts.
Massachusequot;s Republican Pa#y
123. Campaign Finance Rules
The Massachusetts Office of Campaign & Political Finance
(OCPF) is the body that regulates your committee’s financial
activities.
They exist to assist Party committees, PACs, and candidates in
adhering to the finance laws that the legislature enacts.
Massachusequot;s Republican Pa#y
124. Campaign Finance Rules
The Massachusetts Office of Campaign & Political Finance
(OCPF) is the body that regulates your committee’s financial
activities.
They exist to assist Party committees, PACs, and candidates in
adhering to the finance laws that the legislature enacts.
Resources are readily available for you to stay in compliance
with campaign finance laws.
Massachusequot;s Republican Pa#y
125. Campaign Finance Rules
The Massachusetts Office of Campaign & Political Finance
(OCPF) is the body that regulates your committee’s financial
activities.
They exist to assist Party committees, PACs, and candidates in
adhering to the finance laws that the legislature enacts.
Resources are readily available for you to stay in compliance
with campaign finance laws.
Massachusequot;s Republican Pa#y
126. Campaign Finance Rules
The Massachusetts Office of Campaign & Political Finance
(OCPF) is the body that regulates your committee’s financial
activities.
They exist to assist Party committees, PACs, and candidates in
adhering to the finance laws that the legislature enacts.
Resources are readily available for you to stay in compliance
with campaign finance laws.
Visit their website at: www.state.ma.us/ocpf for more details.
Massachusequot;s Republican Pa#y
129. Some Quick Points:
Government employees may neither solicit donations, nor
may their name ever appear on an invitation for a
fundraising event - not even if donations are merely
“suggested.”
Massachusequot;s Republican Pa#y
130. Some Quick Points:
Government employees may neither solicit donations, nor
may their name ever appear on an invitation for a
fundraising event - not even if donations are merely
“suggested.”
Massachusequot;s Republican Pa#y
131. Some Quick Points:
Government employees may neither solicit donations, nor
may their name ever appear on an invitation for a
fundraising event - not even if donations are merely
“suggested.”
A donor may contribute up to $500 to a local candidate
committee
Massachusequot;s Republican Pa#y
132. Some Quick Points:
Government employees may neither solicit donations, nor
may their name ever appear on an invitation for a
fundraising event - not even if donations are merely
“suggested.”
A donor may contribute up to $500 to a local candidate
committee
Massachusequot;s Republican Pa#y
133. Some Quick Points:
Government employees may neither solicit donations, nor
may their name ever appear on an invitation for a
fundraising event - not even if donations are merely
“suggested.”
A donor may contribute up to $500 to a local candidate
committee
You must report the name and address of every contributor
whose annual contributions are more then $50.
Massachusequot;s Republican Pa#y
134. Some Quick Points:
Government employees may neither solicit donations, nor
may their name ever appear on an invitation for a
fundraising event - not even if donations are merely
“suggested.”
A donor may contribute up to $500 to a local candidate
committee
You must report the name and address of every contributor
whose annual contributions are more then $50.
Massachusequot;s Republican Pa#y
135. Some Quick Points:
Government employees may neither solicit donations, nor
may their name ever appear on an invitation for a
fundraising event - not even if donations are merely
“suggested.”
A donor may contribute up to $500 to a local candidate
committee
You must report the name and address of every contributor
whose annual contributions are more then $50.
You must report the employer & occupation for every
contributor whose annual contributions are more then
$200.
Massachusequot;s Republican Pa#y
136. Opposition Research
Barney Keller
Communications Director
Massachusequot;s Republican Pa#y
137. A Reporter With No
Deadline
• You’ve got issues...and so does your
opponent.
• Think of You wantastoa know everything about
deadline.
yourself reporter with no
your opponent.
• If youhe does, thenopponentsthe advantage.
than
know your
you have
record better
Massachusequot;s Republican Pa#y
138. Opposition Research
Websites: www.Google.com
www.LexisNexis.com
www.OpenMass.org
www.mass.gov/legis
Massachusequot;s Republican Pa#y
139. Opposition Research
• Key Words - What Are You Looking For
• “ quotes ” vs. no quotes
• Do a site search (DiMasi site:mass.gov)
Massachusequot;s Republican Pa#y
141. Opposition Research
• LexisNexis.com
• Available in any Public Library
• X w/5 Y - Avoiding the “Middle Name” Trap
• Jim Smith vs. J! Smith vs. J! w/2 Smith
Massachusequot;s Republican Pa#y
145. Opposition Research
• www.Mass.Gov/legis
• Allows you to see individual Roll Calls on
votes.
• Roll Calls are Located in the House Journal
• Search Bill Histories at www.Mass.gov/legis/
ltsform.htm
Massachusequot;s Republican Pa#y
147. Volunteer Recruitment
Robert Willington, Executive Director
Massachusequot;s Republican Pa#y
148. V Build Your Army
Database Your Volunteers Eliminate Paper!
First - Last - Street - Town - State - Zip - Email - Home - Cell - Interest
Use Excel
Massachusequot;s Republican Pa#y
149. V Build Your Army
04 R’s/U’s GOP Primary
06 R’s/U’s GOP Primary
How Do You Go Personal Network
After These
Prospects?
Republican Activists
+
4/4 Republicans
N.M.T Volunteer Prospects
Coalition Groups (Guns, Life etc)
Your Army
Massachusequot;s Republican Pa#y
150. V Build Your Army
★phones.
★auto calls (push 1 to volunteer)
What do you say
to them?
★doors.
★mail.
★email.
Massachusequot;s Republican Pa#y
151. V
★
Build Your Army
Candidate Smith Social
★ Campaign “Strategy Session”
Make Friends First Before Going Into Battle.
Massachusequot;s Republican Pa#y
152. EP
V
“Thank You.” / KE
Build Your Army
Food.
Smile. Fun.
Access.
Massachusequot;s Republican Pa#y
153. V Build Your Army
Mike wants to
volunteer.
Meet Mike
What do you do?
Massachusequot;s Republican Pa#y
154. Voter ID
Rob Willington
Executive Director
Massachusequot;s Republican Pa#y
155. Vo t er I .D .
All Voters Are People
Not All People Are Voters.
Simple, but campaigns TOO OFTEN
ignore this principle.
Massachusequot;s Republican Pa#y
158. “T imes O f T h e S i g ns” a re o ver
% of people driving by are not old enough to vote.
% of people driving by are not registered to vote.
% of people driving by are not citizens and thus can’t vote.
% of people driving by are registered but never vote.
% of voters driving by live in a neighboring district.
% of voters are already committed for/against you.
% of voters drove by and could not read the signs.
% of voters in YOUR election, that are undecided, read your
sign.
How many “beeps” and “thumbs-ups” do you
misinterpret as the last point?
159. 2 wa ys t o c a mpa ig n
Hand out campaign flyers, newspaper advertisements, cable
tv ads, billboards, shake hands at the supermarket.
Election Day - pop the champagne, turn on the news, cross your
fingers and hope for the best.
“Hop
ul a r!!! Wor e” It
op ked!!
st P
This is the WRONG way.
Mo !!
PUSHING INFO ONTO VOTERS
Massachusequot;s Republican Pa#y
160. 2 wa ys t o c a mpa ig n
Determine Number of Votes To Win (based on previous elections)
Find Those Voters – Locate those that support your candidate,
through door knocks, phone calls.
Tag each supporters as “Pro 08 GOP State Rep Cand” in VV.
Remind YOUR Voters to Vote 4 days before Election Day.
Har
This is the RIGHT way. dW
ork!
PULLING INFO FROM VOTERS
There is no finger crossing or “hoping” it’s HARD work.
161. Vo t er I .D .
“To Identify A Voter Is To Know The
Preference(s) Of A Voter”
Kno w Thy Vo ter
Massachusequot;s Republican Pa#y
162. Vo t er I .D .
70% of Massachuetts Voters Believe
Child Custody Cases-Too Strict on Fathers
2nd Question?
Massachusequot;s Republican Pa#y
163. Vo t er I .D .
Misc. Issues vs Voting Issues
There are Issues, and then there are VOTING issues.
What incites MOVEMENT in a particular voter?
Massachusequot;s Republican Pa#y
164. Vo t er I .D .
๏miscellaneous opinion. not just any
Identify VOTING issues,
Education
High Taxes
By Issue: Environment
Anti Gambling
Guns
Spending
Massachusequot;s Republican Pa#y
165. Vo t er I .D . By Issue
Education
High Taxes
Environment
Spending
Massachusequot;s Republican Pa#y
166. Vo t er I .D . By Candidate
Pro Giftos
Und Giftos
Anti Giftos
Massachusequot;s Republican Pa#y
167. Vo t er I .D . By Issue
Top Issue Spending - 3,295 Undecided 2,593
Top Issue Environment - 2,394 Undecided 943
Top Issue Taxes - 4,823 Undecided 2,194
Top Issue 2nd Amendment - 1,293 Undecided 932
Top Issue Pro Life - 1,934 Undecided 1,283
Top Issue Eduation 4,395 Undecided 2,194
Massachusequot;s Republican Pa#y
168. Vo t er I .D .
Phones
Door Knocking
Paper Petitions
Coalition Lists
Massachusequot;s Republican Pa#y
169. Vo t er I .D. via p h o ne
Hi, this is Rob from the Smith Campaign calling with a few quick
questions?
1) What is the most important issue to you?
2) Do you support Smith for State Representative?
Yes No Und
3) Would you like an absentee ballot?
4) Would you like a yard sign?
Massachusequot;s Republican Pa#y
170. Vo t er I .D. via Do o r
“Hi, I’m a volunteer for the Smith Campaign
and I just wanted to give you his brochure. As
a voter, what is on your mind?
Have you made up your mind in this election?”
Note Clues: NRA Sticker, Military, Private School, Old Glory,
Bumper Stickers etc.
Massachusequot;s Republican Pa#y
171. Vo t er I .D . vi a Event s
Raffle a gift certificate to the 99 restaurant.
Name: Phone: Email:
Address:
Do you generally lean Republican or Democrat?
What issue do you care about THE most?
Massachusequot;s Republican Pa#y
172. Vo t er I . D. vi a Event s co nt .. .
Tell Beacon Hill What YOU Think!
Name: Phone: Email:
Address:
The MOST important issue facing Massachusetts IS....
Health Care Spending Gun Rights Taxes
Environment Crime Education
Massachusequot;s Republican Pa#y
173. Vo t er I .D .
Top Issue Education + Und Giftos = 3,921
Top Issue Taxes + Und Giftos = 5,239
Social Conservatives + Und Giftos = 2,831
Massachusequot;s Republican Pa#y
174. V o t er I .D.
Questions?
Massachusequot;s Republican Pa#y
175. GOTV
Candidate Perry has found:
12,892 Pro Voters
X
3 Days Left
4 Days Left
Massachusequot;s Republican Pa#y
176. G.O .T . V.
GOTV IS:
GOTV is NOT:
Massachusequot;s Republican Pa#y
177. G.O .T .V.
• Candidate Smith
Needs 11,000 •Knock In Targeted Precincts
votes for State
Rep. •Election Day - Poll Checkers
equipped with list of 12,892
• Candidate Smith from 7AM to 1PM.
Found 12,892
Pro Voters. •1PM List Sent To Phone
Bank To Call Those That Have
• 12,892 Voters is Yet To Vote.
9,000 House
Holds.
Massachusequot;s Republican Pa#y
178. G.O .T . V.
Voter ID - Finds Your Pro Voters!
GOTV - Pulls Them Out To Vote!
On Election Day: Poll Checkers Equipped With Pro List.
Phone Bankers Calling Those That DID NOT Vote.
Sign Holders? - last priority.
Massachusequot;s Republican Pa#y
179. G.O .T . V.
Summary
• Volunteer Intensive - Door Knockers, Phone
Bankers.
• Preparation - Poll Checking Lists, Phone Bank
Locations.
• 72 Hours is now 96 Hours.
Massachusequot;s Republican Pa#y
180. who will get bombarded?
4/4 1,493
2,101 4 Da
ro’s 3/4 ys Le
A ll P ft!
2/4 4,953
1/4 2,458
0/4 853
Massachusequot;s Republican Pa#y
181. 2004 Ohio: GOTV to whom
Did the amount of volunteer contacts effect outcome?
120%
+2%
100% +18%
95% 96% 94%
80% 85%
78%
72%
60% +62% Four Calls
Eight Calls
40% Zero Calls
39%
31%
20% 24%
0%
High Propensity M id Propensity Low Propensity
Ohio 2004 Turnout By Volunteer Phone Contact
Massachusequot;s Republican Pa#y
182. GOTV: To Whom
OH-Statewide, 2006*
GOP Loss, Universe Size 2,862,954; 36 % of State
Turnout By Propensity & GOTV Selection
90%
+14%
80% 84%
70%
+3% 82% 81%
68%
60% +67%
Turnout
50% 52% 53%
49%
47%
40% 42% Tota l
GOTV
30%
29% No-Conta ct
20%
19% 17%
10%
+42,325 +54,179 +37,641
0%
Total Turnout High Propensity (1,682,002 M id Propensity (857,825 Low Propensity (323,127
voters; 59% of Universe) V oters; 30% of Universe) V oters; 11% of Universe)
Modeled Propensity
Massachusequot;s Republican Pa#y
183. Logistics
Robert Willington
Pay Attention
Massachusequot;s Republican Pa#y
184. L o g ist ic s
“Amateurs study strategy,
experts study logistics.”
-Napoleon Bonaparte
“the planning, implementation, and
coordination of the details of a
business or other operation.”
Massachusequot;s Republican Pa#y
185. L o g ist ic s
Phone Bank
Locations?
✓Real Estate Offices
✓Law Offices
✓Travel Agencies
Cell Phones - use free minutes on weekends!
Massachusequot;s Republican Pa#y
186. L o g ist ic s
Phone Bankers - Who Are They?
✓Candidates personal network
✓Republican activists.
Massachusequot;s Republican Pa#y
187. L o g ist ic s
Scripts?
Stop Calling Time Policy?
What does it say?
Who creates/prints
What data do you
scripts?
want?
Used Voter Vault?
Massachusequot;s Republican Pa#y
188. L o g ist ic s
GOAL: campaign needs 10,000 Positive ID’s.
AVG. 3/10 calls are complete 1/10 calls are positive
100,000 Raw Calls Must Be Made
100 Phone Banks
1,000 calls per phone bank.
10 People make 100 calls per volunteer per shift.
Massachusequot;s Republican Pa#y
189. L o g ist ic s
Training? - don’t assume people know what a
“phone bank” is.
Do your volunteers know how to call?
Few volunteers LOVE to make calls so make it less
painful.
Compete - most phone calls wins ipod shuffle.
Make It Fun, but minimize chatter.
Massachusequot;s Republican Pa#y
190. L o g ist ic s
What to do with phone completed scripts?
Who inputs it into VoterVault?
When is it put into Voter Vault?
Massachusequot;s Republican Pa#y
191. L o g ist ic s
Door To Door
Maps & Walking List? Voter Vault?
Clipboards? Cell?
Apparel/Identifier? Vehicles/Local Drivers?
Proper Apparel - rain jackets?
Sneakers or Dress Shoes?
Analysis - how many doors knocked?
Number of Complete ID’s?
Massachusequot;s Republican Pa#y
192. L o g ist ic s
EVENTS
Define Your Goals. Do you want to
Register Voters?
Voter ID?
Massachusequot;s Republican Pa#y
193. L o g ist ic s
EVENTS
Register Voters
NEED A SCREEN QUESTION: “Do You Support Bush’s War On
Terrorism? Do you lean Republican or Democrat?
Are you a registered to vote AT YOUR CURRENT RESIDENCE?
Who got the Registration Cards? Where did they get them?
Who is returning them and when?
Massachusequot;s Republican Pa#y
194. L o g ist ic s EVENTS
Voter ID
Volunteers - NOT behind a table. Actively approaching
people.
What is the opening pitch?
Each Volunteer should have at least 2 clipboards.
CONSIDER event - Religious event, Gun Show, Town Day, etc...
What are the individual volunteer goals at the event?
Massachusequot;s Republican Pa#y
195. L o g ist ic s
EVENTS
• How large?vols needed.
Determine
number of •Who Drives?
• Is it Legal? •Pay for Parking?
• Entrances/Exits? •Start Time? Early
• Portable Bathrooms? •Consider Draw & your
district
• Food Lines?
Massachusequot;s Republican Pa#y
196. L o g ist ic s
• When were volunteers trained for Event?
• Do they understand purpose and know terrain?
• Volunteers understand candidates positions?
• Is Volunteer well presented? Wearing a90 degrees?
Wearing tie/jacket with dress shoes in
yankees hat?
• Do Volunteers need food and drinks?
Massachusequot;s Republican Pa#y
197. L o g ist ic s
Expect PROBLEMS
Complications should not surprise you but being ill prepared
for them SHOULD surprise you.
Formulate Emergency Process: Cell Phone Numbers for Staff and
Volunteers should be distributed.
EVERYTHING you use should have backups.
Vehicles,Volunteers, Phone Bank Locations, Materials etc.
Massachusequot;s Republican Pa#y
198. L o g ist ic s
Organized Chaos - minimize chaos and maximize organized.
You don’t need to be Karl Rove.
You need TIME and DISCIPLINE to work on the DETAILS.
Massachusequot;s Republican Pa#y
199. V o t er Va ul t
Developed by the RNC
Free! Costs Data
X
No Longer Have To Go To Town Halls for Data.
Can Add/Extract Valuable Data.
Massachusequot;s Republican Pa#y
200. V o t er Va ul t
Begins with basic data - R’s, U’s, D’s and how often they vote:
0,1,2,3,4.
Gives You Ability To Add VALUE to Data to use for current and
FUTURE elections.
Snowmobile Owner
Top Issue Environment
Gun Owner
Social Conservative
Yard Sign Location
Top Issue Taxes
Pro 2004 St. Rep. Candidate
Marriage Signers
Over 90 Affiliations To Use!
Massachusequot;s Republican Pa#y