TCW1509 ReadyToRun Ebook
TCW1509 ReadyToRun Ebook
ARE YOU
Ready
to Run?
In my time in politics, I have always been puzzled by the way that some candidates
make the decision to run for office and the lack of information about what folks really
should be thinking about and doing before they run. This book is designed to help
potential first-time candidates walk through the questions and considerations involved
in making an informed decision to become a candidate.
For starters, most people who run for office in this country do not win. It is simple
math. With primaries, general elections and run-offs, the competition for elected office
is tough. So if you’re thinking about running, make sure you put yourself in the best
possible position to win before taking the plunge.
That means conducting a real assessment of the resources you can bring to a race and
your realistic chances of winning. You have three resources in a campaign: people, time
and money. Take the time to determine what resources you have, what resources you
will need, and how you’ll pull it all together. Doing a full assessment will help in your
preparation, but don’t stop there.
Before you run, you should also take the time to ask yourself why you are running, and
if running for office and being in office is really what you want to do. Will you do what it
takes to be a committed candidate? Raise the money? Knock on doors? Meet voters? All
of these things will take time away from your job and your family. For many, the cost of
what it takes to win is something they don’t fully appreciate before their run.
Many of the challenges of running for office are related to fundraising. Although most
candidates recognize the need for fundraising, sitting and doing call time four to six
hours a day is not something that many candidates are dedicated to doing. You don’t
have to love fundraising, but you do have to do it. Every year, candidates look for a way
out of doing call time. Can I raise all my money online? Can I hire a fundraiser to come
in with a magic list and do it for me? The answer is no. Dedication to call time is what
separates great candidates from the rest of the pack.
Another challenge of preparing to run for office is making sure you are running for the
right reasons. Revenge is not a good reason to run, and neither is blind ambition. When
you run, you need to think about what you want to do when you are in office, what
change you want to bring about and what change you can really make. The reality of
government today is that it takes a lot of work and time to get something done and we
need good people, on both sides of the aisle, in order for the system to work.
With the way districts have been drawn across the country, picking the right
opportunity and deciding when and where to run, can have almost as much of an
impact on your chances of winning as the campaign will. If you decide to run in a
district that has a Democratic performance bellow 40 percent, then the chances of
winning as a Democrat are very slim. Democrats currently don’t hold a seat in Congress
that is bellow a 44 percent Democratic performance index.
One of the most important pieces of advice I give candidates is to start early. I have
trained candidates for office who are two weeks out from their elections and ten years
before they run. In my experience, the most successful candidates think about their race
at least a couple years before they run. This ensures that when the right opportunity
comes along, they are ready.
Beyond starting early, it’s important to get buy-in from your family. Running for office
can take a toll on your family and close relationships – even causing break-ups. And if
you have kids, having a parent who will be gone most nights and weekends can be hard
on your family. If your family is not on board with the concept of running and serving
in office, it can be challenging in both the long and short term. Make sure you sit down
with your family and have a conversation before you run.
Although you are the candidate, it’s important to recognize that the election is not
about you; it’s about the voter — the changes they want, and the future they want for
their family. You are the agent of that change, and knowing for whom you’re fighting
and why you’re doing it will make all the difference.
Once you’ve done your assessment, picked your opportunity and gotten family buy-in,
you will want to make sure you actually have a written plan. Many candidates don’t have
a written plan, but you wouldn’t go into business without a business plan – why would
you run a campaign without a campaign plan?
We go into all of this in more detail in the ebook, and we hope you find this helpful as
you run. As a consultant and manager, I am lucky to have worked with some amazing
candidates who have run for the right reasons. Politics is not easy but we need good
people to run for office and win, now more than ever.
As always, these ebooks are a collaborative effort. I am lucky to have a great team that
shares in our mission to teach and share what we know. Ben Holse and Sophie Thurber
did a great job on the editing of this book and contributing to the writing, as did the
rest of The Campaign Workshop Team, Margo, Lizzie, Andrew, Shelley, Michele and
Kelley.
But it does not stop there, I also want to thank past TCW team members, our families,
candidates and clients who we have worked with. I hope this book can help folks run,
win and change our communities for the better.
— Joe Fuld
TABLE OF CONTENTS
2. Candidate Training 12
The Importance of a Political Candidate Training............................... 12
Finding the Right Campaign Training Program................................... 13
Campaign Training Options......................................................................... 14
5. Political Consultants 27
Hiring a Political Consulting Firm.............................................................. 27
Meeting with a Political Consulting Firm................................................ 29
Opposition Researchers................................................................................ 30
6. General Recommendations 32
Streamline Your Decision-Making Process............................................. 32
Prioritizing Your Tasks.................................................................................... 33
Evaluating Success.......................................................................................... 33
The Importance of Proofreading All Campaign Materials................ 34
ARE YOU READY TO RUN? DO YOU HAVE A PASSION
FOR PUBLIC SERVICE?
ARE YOU QUALIFIED? I DO. DO YOU HAVE AN OFFICE YES! NAW, NOT REALLY...
(DO YOU MEET THE REQUIREMENTS NEEDED FOR THIS OFFICE?)
IN MIND? GREAT! YOU’LL NEED THAT.
MAYBE YOU SHOULD RETHINK
I DO NOT. THIS CAREER PATH.
ONCE YOU DO, COME BACK
AND FINISH.
NOPE.
SO, YOU SHOULD PROBABLY
YES,
WAIT UNTIL YOU DO.
A 1/2 MARATHON!
A CAMPAIGN CAN FEEL LIKE A MARATHON,
NOT REALLY.
CANVASSING IS NOT FOR THE
DUH!
SAVE EVERYONE’S TIME AND MONEY
BUT YOU DON’T NEED TO BE TRIATHLON-READY FAINT OF HEART. NEVER. AND BUY ONE FOR YOURSELF.
TO RUN. HOWEVER, GOOD HEALTH IS IMPORTANT. DO IT NOW, I’LL WAIT...
FUNDRAISER, BUT I
THINK I CAN. CAN YOU RAISE
THAT’S OK. YOU’LL HIRE A FUNDRAISER
TO HELP WITH THE CALL TIME. YOU JUST
NEED TO COMMIT TO DO IT.
ENOUGH $ TO WIN?
I CAN MAYBE RAISE A COUPLE OF $100.
YOU’LL NEED TO BE ABLE TO IDENTIFY AT LEAST 10% OF YOUR
OVERALL BUDGET FROM YOUR NETWORK BEFORE MOVING ON.
THAT’S COMPLETELY OK! PUBLIC OFFICE IS NOT SO DO YOU THINK YOU’RE AWESOME, YOU’RE ALREADY
FOR EVERYONE. BETTER TO FIGURE IT OUT NOW,
THANK IN THE MIDDLE OF THE CAMPAIGN. A VIABLE CANDIDATE FOR OFFICE? AHEAD OF THE GAME.
THE CORRECT ANSWER IS: THE BEST OPPORTUNITY FOR YOU TO WIN.
BEST OF LUCK! IF YOU HAVE ANY OTHER QUESTIONS ABOUT RUNNING FOR OFFICE, CONTACT US.
CHAPTER ONE
Answering
the “Why are
you running?”
Question
For some, “Why are you
running for office?” is an easy
question to answer. For others,
there may be a murkier answer.
But knowing why you are
running for office and what
you want to do when you
get there is critical to being a
successful candidate.
Ted Kennedy’s famous non-
answer to the “why” question in his 1980 presidential campaign is a historical lesson
about not having your heart in the race. But there are countless examples in less
high-profile races of candidates who couldn’t provide an answer to that question.
Running for office for the right reasons is critical, not only to gaining support, but
also to winning. If you lack passion, that will be evident to voters. Think long and
hard before you launch your campaign, because you don’t want to commit to a race
you don’t want to be in or a race that you can’t win. Or even worse, get elected to
an office only to realize you really don’t want to do the job. Here is a breakdown of
the right and wrong reasons to run.
Right reasons:
To help your community. This is a common reason to run for office. You see your
community needs help, and you believe you have the skills to fill that need.
Advocating for causes. There is a specific cause or policy that affects your
community, and you feel that you can make a real impact on the issue by running for
office.
Wrong reasons:
The party asked me to run. Just because someone in the party asks you to run does
not mean they have your best interest in mind. Having the party ask you to run
can be a great start if you have other reasons for running, but running for office to
please someone else is a bad idea.
Revenge against the incumbent. “The incumbent did something to me so I’m going
to beat them,” is not a good reason to run for office. Make sure there are other
8
CHAPTER ONE Before You Run
Seek endorsements
Endorsements provide shorthand for informed voters about what you stand for and
who stands with you. They also signify that reputable sources think you are a viable
candidate. Put together a list of the people and groups whose support you want.
9
CHAPTER ONE Before You Run
Study what issues they care about, and whether they align with your positions. Then
schedule meetings and ask for their support. You are not going to get every available
endorsement, but you will never get them if you don’t ask.
10
CHAPTER ONE Before You Run
Common Missteps of
Local Candidates
Local campaigns share many
similarities with larger races, but there
are a number of unique elements to
consider. For example, you will still
have to work hard to raise money,
but local candidates are more likely
to seek donations from members
of the local community. Often, the
individuals running in local elections
are making their first attempt at
elected office and will not have paid aides or consultants. Read on for help in avoiding
some of the most common mistakes local candidates make.
No strategy
Some local candidates believe it is sufficient to simply attend local events, like a pancake
breakfast or a church’s annual spaghetti dinner, and interact with the individuals there.
However, these attendees do not necessarily share any common characteristics. While
it’s important to be present at high visibility events, you could potentially be interacting
with voters who would never consider supporting you, or even people who don’t vote
at all. In order to run an effective campaign, you need a strategy to identify and
communicate with the people you need to persuade to vote for you and the people you
need to show up on Election Day. Then work with your state or county party to
gain access to a voter file and go door-to-door to talk with these individuals.
No message
Some local campaigns use yard signs as their primary means of communication. But
yard signs are expensive and an inefficient means of communicating with voters. The
same goes for bumper stickers, campaign buttons, and t-shirts. Focus on your message:
who you are, where you stand, and what you plan to do. Evaluate your budget and
decide what makes the most sense in order to get your message out there, be it TV,
direct mail, digital ads, radio or phones.
Lack of resources
To run an effective campaign, you need to commit your personal resources. That means
taking time off from work so you can contact supporters, knock on doors, attend events
and raise money. You also must be willing to ask your family and friends to devote their
time and money to your candidacy. This can feel like an awkward request, but family
and friends are the foundation of your campaign, especially for local candidates. If
you’re not in a position to do this, consider putting the race on hold.
11
CHAPTER TWO
Candidate Training
Determining who needs to be trained is a good place to start. Take stock of your skill
level and that of your staff. Experienced candidates and campaign managers have
different needs than people just starting out in politics. Large and joint campaigns
may even need training trainings for their entire group or a custom training that is
create for a very specific purpose. An existing training conducted specifically for the
group may be more efficient than sending staff to myriad workshops.
You should also think about how you can get the most out of your training. Before
signing up, consider whether a certain type of training is conducive to your learning
style. Ask past trainees about the pros and cons from their perspective.
12
CHAPTER TWO Candidate Training
13
CHAPTER TWO Candidate Training
campaign
Several organizations conduct campaign training
programs around the country. Below is a brief list
of organizations that offer strong campaign
training programs to help you begin your search.
training
• Annie’s List
• Democracy for America
• Democratic Gain
• Emerge
• Emily’s List
• Front Line Leaders Academy
• New American Leaders
• New Organizing Institute
• Planned Parenthood of Arizona
• Progressive Change Campaign Committee in Austin, TX
• Progressive Majority
• Running to Govern Southwest Voter Registration Education
• Truman National Security Project
• Wellstone
• Women’s Campaign Fund
• Running Start
• Midwest Academy
Many colleges and universities offer seminars and lectures on how to run a campaign.
They are an alternative to help determine your level of interest in running a campaign
or running for office. Note, however, that often these kinds of seminars are not always
comparable to organization-and consultant-run programs. They are likely to be more
focused on specific topics, such as advocacy, research, policy, or politics in general.
Do your research and make comparisons.
• American University: School of Public Affairs – Campaign Management Institute
• Harvard University: Institute of Politics
• University of Texas, Austin
• The George Washington University
• UCLA: Luskin School of Public Affairs
• University of Virginia: Sorensen Institute for Political Leadership
• Yale University: Women’s Campaign School
14
CHAPTER THREE
Campaign manager
Your campaign manager is the most important role
you’ll need to fill as you’re thinking about running for
office. Your campaign manager will take the lead on
everything relating to your campaign, so it should be
someone you trust and respect. It should not, however,
be you, the candidate. It also shouldn’t be your spouse,
a family member, or a close personal friend. You need
someone who can be the intermediary between
you and the rest of your staff and consultants (if
applicable). This individual also needs to be willing
to stand up to you and tell you when you are wrong,
without fear of damaging a personal relationship.
Finance director
One aspect of running for office that almost every
candidate complains about is asking people for
money, but it’s absolutely essential to running a
successful campaign. You’ll need someone who
can organize and manage the process of raising
money (including making sure the candidate is
15
CHAPTER THREE Organizing Your Team: Staff and Volunteers
holding up their end when it comes to fundraising activities). A fundraiser will help
you assemble call sheets and customize asks to each individual donor. For many
campaigns, they are a critical element to meeting monetary goals.
Field Coordinator
Regardless of the size of your campaign, you’re likely going to rely heavily on
volunteers and field staff. Having someone who can manage those people and their
workload will help keep things running smoothly. This should be someone who can
manage a lot of moving parts at once and who the volunteers enjoy working with –
so they will keep coming back to help.
Consultants
Chances are you won’t be able to hire people for every job that needs to be done
on your campaign, and that’s fine. That’s where consultants will be an important
element of your campaign. You can use consultants for your communications efforts
(digital, mail, television), general strategy, field, phones, and more.
Building your campaign team is an important part of the process in running for
office. Take your time and make sure you’re surrounding yourself with people who
are loyal and trustworthy, but who aren’t afraid to tell you when you’re wrong or
making a mistake.
16
CHAPTER THREE Organizing Your Team: Staff and Volunteers
Please note that cost will vary regionally and based on the size of the race. For
instance, a campaign manager for a state assembly race in California will cost a lot
more than a manager in Nebraska due to size of the district and the campaign’s
budget.
17
CHAPTER THREE Organizing Your Team: Staff and Volunteers
a sign up sheet to capture the person’s contact information and interests, and
something for them to do. Keep a few extra phones or canvass packs ready so you
can put them to work immediately.
19
CHAPTER FOUR
The further ahead you plan, the more likely it is you’ll be able to control what you
are spending and avoid getting stuck with rush fees. This is particularly true when it
comes to things like TV, where competition for space and rates increases the closer
you get to Election Day. The sooner you can lock in your ad buys, the more likely it is
that you can purchase the number of points you need to be competitive.
While digital advertising can seem infinite, the reality is that there is a finite number
people who visit any given website. Web publications, in turn, can only sell a finite
amount of impressions (a measure of the number of times a digital ad appears on
someone’s screen). Depending on the area, around Election Day impressions are
likely to become very popular and may even sell out. Reserving digital advertising
space early in a campaign can help make sure you have your communication
resources reserved in advance.
4. Am I hiring the right staff and consultants? Did we create the right roles?
For any campaign, you want to have a strong, experienced team. Think long and
hard about who is on the team and whether they can help you win. You should also
think about whether your campaign has a solid structure and if the right roles exist.
Your campaign has one goal: to convince enough voters to show up to the polls
on Election Day (or for early voting, or absentee voting) and vote for you. Your
vote goal is the number of votes needed to win your election, and it should be an
important element in your planning that guides every decision the campaign makes.
Your vote goal will depend on the individual race and the estimated percentage of
voter turnout. In a two-person race (usually a general election or run-off), it is one
more than half of the votes cast on Election Day — or 50% + 1. In a multi-candidate
race, your vote goal may be less than 50% of the votes cast. Depending on the
election rules, you may be able to win with a plurality of the percentage of votes
that are cast, or the top two vote-getters will be forced into a runoff. It’s important
to understand what impact a multi-candidate field can have on your race.
To determine your expected vote goal in a two-person race, answer the following
questions:
1. W
hat percentage of registered voters in your district turned out to vote in the
last similar (i.e. primary or general and off-year, midterm or Presidential year)
election?
2. What is the number of current registered voters in your district?
Answers to both of these questions can be found by calling your state or local
elections board. Multiply these two numbers together to determine your expected
vote. To allow for a comfortable margin of victory, it is strongly recommended
that you plan a vote goal strategy around 52% of the expected vote. Multiply your
expected vote by .52 to determine your vote goal in a two-way race.
23
CHAPTER FOUR Creating Your Initial Plan
Conduct an assessment.
Assign a reasonable amount of what you can
raise from everyone within your immediate
network. Have someone who knows you and
your network review the assessment. Then,
have a fundraiser review the assessment as well.
Try again.
Conducting a full financial assessment is not something that you will do just once.
After you’ve put together your assessment, go back to it a few days later and see
if you missed the names of any family, former coworkers, folks you went to college
with, etc.
24
CHAPTER FOUR Creating Your Initial Plan
• Don’t assume a donor will give you all the money you want in one chunk; you will
likely have to call people multiple times and have multiple conversations in order
to get the entirety of what you think they can give.
• Start early. Campaigns are marathons, not sprints.
• Following up is key. Remember, promises for donations are great but won’t help
your campaign until they are actually in the bank account.
• Have a written schedule. Time management is important for good fundraising.
26
CHAPTER FIVE
Political Consultants
27
CHAPTER FIVE Political Consultants
Meeting with a
Political Consulting
Firm
When first meeting with a prospective
consulting firm, consider the following:
Ask questions
Ask questions about what the firm is
telling you. Feel free to ask what items
cost, and what is a smart, tactical fit for
your specific campaign. A good political
consultant will tell you that one size does not fit all. Not every technology and service
they offer is going to work for your particular race.
29
CHAPTER FIVE Political Consultants
Beware of flattery
When meeting with political consulting firms, you should beware of the flatterers.
This is usually an indication that the consultant is not going to be up front with you
and provide you with the advice you need to hear.
Opposition Researchers
Opposition research, or “oppo”
for short, is an incredible resource
for any campaign. Opposition
research firms specialize in finding
things about people that a simple
Google search would not turn up.
(Though they definitely get details
on all Google-able offenses, too)
Opposition research firms subscribe
to more advanced search engines;
regularly compiling government documents using FOIA (Freedom of Information
Act) requests to look for homeownership, tax documents, arrest records and other
legal documents. Opposition research firms know if your opponent has lied about
their primary residence in just a few keystrokes.
Opposition researchers are not PI’s or police detectives, digging up gritty details
on your opponent. Great opposition research political consulting firms will turn
up information you didn’t know about your opponent that is provable, germane
to the campaign and creates contrast for voters.
There are two different kinds of bad opposition research political consulting
30
CHAPTER FIVE Political Consultants
firms. First, those who make wild accusations without the proof to back it up.
You may have heard that your opponent doesn’t pay his or her taxes, but unless
your opposition research team can dig up an IRS audit, summons, conviction or
lien, don’t use it. Don’t let an opposition research firm tell you that you can use
it because “they’re just waiting on the proof.” Second, bad opposition research
political consulting firms won’t have the bandwidth to perform specialized research.
Whether they let their Lexus Nexus subscription lapse or have never heard of FOIA,
they don’t give you anything that you couldn’t get on your own, all while charging
you through the nose. Bottom line: If you don’t see the proof, or if something seems
too good to be true, tread very carefully and consider using a different firm.
Sometimes opposition research political consulting firms don’t turn up anything in
their searches. It’s rare, but possible. You might have a squeaky clean opponent, or
one that’s really good at hiding stuff. Regardless, it’s worth the investment to hire
professionals to make that determination for you, and to know that you have all
the tools at your disposal to create good contrast in order to win your campaign.
31
CHAPTER SIX
General Recommendations
Streamline Your
Decision-Making
Process
Many decisions need to be made at the
start of a campaign. But this process, even
for simple matters, can quickly become
arduous. That’s why you need a strategy
for making decisions as part of your
campaign management plan. The sooner
you set up systems for decision-making,
the better.
Simply put, you need a protocol that
details who makes what decisions, and
when do they need to be made. One way
to implement this strategy is to embrace
organization. Utilize online calendars
and mark deadlines (e.g. filing for office,
fundraising quarters), campaign events
(e.g. fundraisers, canvasses, community
events), and milestones (e.g. 100 days
left, start of GOTV, etc.) that everyone
can access. This calendar should be a living, breathing document separate from the
candidate’s schedule, though some events will overlap.
Once you have all the information in front of you, the timeline becomes clearer. You
can then begin to back out the calendar so that you are mindful and attending to all
the tasks that need to be done and decisions that need to be made. The calendar
reflects what is going on and what is needed going forward.
As your campaign grows, continue to share the calendar with key team members.
Staff should also help you manage the decision-making process. Deputize trusted
members of your team to make smaller decisions, leaving the bigger decisions to
32
CHAPTER SIX General Recommendations
you and your campaign manager. Sharing the decision-making process can feel
unnatural and is not right for all types of decisions, but ultimately it helps to evenly
distribute workload and ensure you have the benefits of other people’s experience,
skill, and wisdom.
Evaluating Success
At the outset of any campaign, it is important to
set goals and determine metrics for measuring
your success so that you can run an efficient,
goal-oriented operation. Simply asking “Did it
work?” or “Did we win?” aren’t meaningful ways
to assess your campaign strategy. Set realistic
goals and measure your progress throughout
the campaign so you understand what works
and what doesn’t.
Be strategic about primary and secondary goals.
For instance, perhaps a fundraising event did not
raise as much money as you hoped, but it did
garner significant publicity and new supporters
who will come to the next event.
33
CHAPTER SIX General Recommendations
34
CHAPTER SIX General Recommendations
35
We hope you enjoyed our third e-book, Are You Ready to
Run? In this book, we covered the tools, strategies, and tactics
that any potential candidate for office should consider before
you launch a campaign. This e-book is the first in a two part
series for potential candidates. Once you’ve taken a close look
at your race and decided to move forward, you’ll be ready for
the second e-book, Planning a Winning Campaign. There, we’ll
dive into strategy and communication basics that will help get
your campaign off the ground and set you up to win. We’ll be
launching this e-book this fall, so be on the lookout!