DFA Night School: Shutting Down A Campaign
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Transcript of DFA Night School: Shutting Down A Campaign
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Shutting Down a Campaign
November 19th, 2008Listen live on:
Questions? [email protected]
AIM: DFA Night School Paid for by Democracy for America, www.democracyforamerica.com, and not
authorized by any candidate or candidate’s committee.
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Welcome to DFA Night School!Streaming live at:
Now Available on ITunes
Click here to subscribe:
Questions?
Email:[email protected]
AIM Instant Message: DFA Night School
2 Questions? [email protected]
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Tonight’s Trainers
Matt Blizek
Night School Host
Democracy for America
Anastasia Apa
Political Finance & Management Consultant
3 Questions? [email protected]
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Why Shutdown MattersRecord institutional knowledge for
future Democratic campaigns
Evaluate, Analyze & Report
“Close the Loop”
4 Questions? [email protected]
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Shutdown TimelinePhase 1: Consolidate, Close the Loop, Call
Consolidate
– All physical and electronic files
– Field, Finance, Administrative, mail, contacts, etc
Close the Loop
Call
– Donors– Volunteers – Vendors– Consultants
5 Questions? [email protected]
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Shutdown TimelinePhase II: Finalize Financials, Physical Move
Finalize Financials
• All outstanding bills paid and documented
• Final financial disclosures, list of future disclosures
• Budget actuals all entered
• Complete donor lists prepped for candidate binder
Physical Move
• Set phone/internet shutoff dates
• Office furniture returned or disposed of
• Final loose ends tied and documented
6 Questions? [email protected]
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Shutting Down FinanceCash Up• Cash up tracker• Tracking final campaign expenses
Call Up• Donors• Vendors
Pay Up• Outstanding bills• Staff• Candidate
8 Questions? [email protected]
Thanks!• High $$ Donors from
candidate
• Medium $$ from Finance Staff
• Develop a Thank You tracking system
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Shutting Down FieldEvaluate & Analyze Field Plan• Breakdown of performance across district• Cost-per-vote calculated• Evaluate vote goals & actual outcome• Which goals were achieved & which were not?
Data Entry• Volunteers (and how big of role they played)• Events• Voter contacts
Physical Move out•Cleaning•Furniture tagged and disposed of•Consolidate! – Careful what you throw away!•Don’t forget to pick up outside the office too
9 Questions? [email protected]
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A Campaign in a Time Capsule
10 Questions? [email protected]
1.Get a Binder
2.Physical Files
3.Electronic Files
4.Mail, TV, Radio, Palmcards, etc
If you could preserve the campaign in a time capsule for someone else, what would you include?
See supplemental .pdf for a sample Table of Contents – Click here to view
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Coming in 2009...
12 Questions? [email protected]
Want to host a 2009 DFA Campaign Training in your area?
Apply today:www.democracyforamerica.com/trainingrequest
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What’s Your DFA Story?
1. Call (646) 200-0620 and let us know how you put
your DFA training to use!
2. Visit www.democracyforamerica.com/whatsyourstory
and share you DFA training story with the 2009 class!
13 Questions? [email protected]
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Thank you for joining us!
Join the DFA Trust!www.democracyforamerica.com/trust
14 Questions? [email protected]
Need to catch up on earlier Night School presentations?
Order previous semesters on DVD:
https://democracyforamerica.com/contribute/nightschool 2008 Night School Sessions
now available!