campaign planning 101

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Campaign Planning 101 Jed Thorp, Manager Sierra Club, Ohio Chapter [email protected] 614-461-0734 x303

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Sierra Club's presentation at the OEC's 2013 Legislative Summit.

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Page 1: Campaign Planning 101

Campaign Planning 101

Jed Thorp, ManagerSierra Club, Ohio [email protected] x303

Page 2: Campaign Planning 101

Sierra Club: Campaign Planning 101

Sierra Club Founded in 1892 (Ohio

1968) 17,000 members statewide Work on wide variety of

issues (energy, water, fracking, transportation)

Member-led, member-driven www.sierraclub.org

Page 3: Campaign Planning 101

Sierra Club: Campaign Planning 101

What is the secret to success in organizing?

Page 4: Campaign Planning 101

Sierra Club: Campaign Planning 101

Grassroots Organizing Win real, immediate and concrete

improvements in people’s lives Re-align power relationships by building

strong and effective organizations Empower people to become active and effective in the political process, and in their communities

Page 5: Campaign Planning 101

Sierra Club: Campaign Planning 101

A note on organization building… Ask

Thank

Inform

Involve

Page 6: Campaign Planning 101

Sierra Club: Campaign Planning 101

Campaign Planning Matrix

1. Issue Focus 2. Campaign Goals 3. Lay of the Land 4. Strategy 5. Campaign Communication 6. Tactics and Timeline 7. Resource Management

Page 7: Campaign Planning 101

Sierra Club: Campaign Planning 101

1. Issue Focus

What problem are you seeking to address?

How does it relate to your community? Will working on this issue strengthen

your organization? Is this winnable?

Page 8: Campaign Planning 101

Sierra Club: Campaign Planning 101

2. Campaign Goals Conservation Goals:Example…Immediate: Stop the toxic waste incineratorInterim: Inform public that such facilities endanger public healthLong-Term: Eliminate all toxic waste incinerators from the state

- Realistic, achievable and quantifiable

Page 9: Campaign Planning 101

Sierra Club: Campaign Planning 101

2. Campaign Goals (cont.) Organizational Goals:- How will our organization be larger and

stronger because of this campaign?- Example:- Recruit 20 new members- Create Facebook page- Raise $2,000

Page 10: Campaign Planning 101

Sierra Club: Campaign Planning 101

3. Lay of the Land

Organizational Strengths and Weaknesses How much money do you have? Volunteers?

Skills? Workspace? Experience? Relationships with decision-makers and media?

Allies and Opponents Who else has a stake in this issue? What

resources could allies bring to the campaign? Who can we neutralize?

Know your opposition!

Page 11: Campaign Planning 101

Sierra Club: Campaign Planning 101

4. Strategy

“Strategic Vehicle” Legislation Regulation Pressure manufacturer Ballot initiative

Consider: political climate; existing relationships; resources

Page 12: Campaign Planning 101

Sierra Club: Campaign Planning 101

4. Strategy (cont.) Targets

Who can give you the outcome you want? Strategy: as much about what you WON’T

be doing as hat you WILL be doing. The more resources you can focus on your

primary target, the better Name names: (John Kasich, Scott Nally,

the CEO of company X, etc.)

Page 13: Campaign Planning 101

Sierra Club: Campaign Planning 101

4. Strategy (cont.)

A Note about legislative bodies… Divide into 3 groups

Our Base (for us) Their base (against us) Persuadables (up for grabs)

Do the Math! Don’t take your base for granted

Page 14: Campaign Planning 101

Sierra Club: Campaign Planning 101

4. Strategy (cont.)

Primary vs Secondary Targets

Who can influence your primary target? Community leaders? Other groups?

Public audience - don’t forget that you are also trying to win over the public. Make them a “tertiary” target

Page 15: Campaign Planning 101

Sierra Club: Campaign Planning 101

5. Campaign Communication

Clear Concise Connected Compelling

Contrasting Credible Consistent

Seven ‘C’s of effective Campaign Communication

Page 16: Campaign Planning 101

Sierra Club: Campaign Planning 101

5. Campaign Communication “Start where they are” Don’t just “preach to the choir” Focus your argument on what will be

most meaningful to them Use understandable language:

“Particulate matter” vs “soot” “ecosystem” vs “habitat”

Page 17: Campaign Planning 101

Sierra Club: Campaign Planning 101

5. Campaign Communication

Message Short: “Protect America’s Environment –

For Our Families, For Our Future” Story (short paragraph)

Problem Victim (person or place) Villain (best to individualize) Hero (public) Resolution (way to solve the problem)

Page 18: Campaign Planning 101

Sierra Club: Campaign Planning 101

5. Campaign Communications

Media Practice message discipline

“When the campaign staff and reporters become physically ill over the repetition of the message, only then have you begun to penetrate the public consciousness”

Which media outlets will reach your targets?

Page 19: Campaign Planning 101

Sierra Club: Campaign Planning 101

6. Tactics and Timeline Note: this is step 6, NOT step 1

Create Demand (Build base) Direct contact; Visibility

Make Leaders Accountable (for, against, persuadables) Use media

Take Delivery

Page 20: Campaign Planning 101

Sierra Club: Campaign Planning 101

6. Tactics and Timeline Media, can be used to…

Influence decision-makers Generate activism Verify the record Force a position to be taken Reveal motives

Note: Media is a tactic, not a goal in-and-of itself

Page 21: Campaign Planning 101

Sierra Club: Campaign Planning 101

Tactic Checklist

What is our goal of this activity? Who is our target for this tactic? How will this communicate our message? Will this alienate our partners or hurt our

credibility? Do we have the time, money, and people to pull

this off? Is this “newsworthy?” How will our partners contribute to this effort? Will this be fun? Is this simple, achievable and effective? How will this set us up for our NEXT tactic?

Page 22: Campaign Planning 101

Sierra Club: Campaign Planning 101

7. Resource Management

Know what you need Have a fundraising plan Know who to ask Know WHAT to ask Have a campaign budget

KNOW how much things cost Spend wisely!

Page 23: Campaign Planning 101

Sierra Club: Campaign Planning 101

Page 24: Campaign Planning 101

Sierra Club: Campaign Planning 101