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Campaign
Planning 101
Jed Thorp, Manager
Sierra Club, Ohio Chapter
Jed.thorp@SierraClub.org
614-461-0734 x303
Sierra Club
 Founded   in 1892 (Ohio 1968)
 17,000 members statewide
 Work on wide variety of
  issues
  (energy, water, fracking, tran
  sportation)
 Member-led, member-driven
 www.sierraclub.org


                             Sierra Club: Campaign Planning 101
What is the secret to success in
organizing?




                   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
                            Sierra Club: Campaign Planning 101
A note on organization
building…
 Ask


 Thank


 Inform


 Involve


                  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




                       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?




                             Sierra Club: Campaign Planning 101
2. Campaign Goals
 Conservation   Goals:
Example…
Immediate: Stop the toxic waste incinerator
Interim: Inform public that such facilities
endanger public health
Long-Term: Eliminate all toxic waste
incinerators from the state

- Realistic, achievable and quantifiable

                             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

                              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!

                                 Sierra Club: Campaign Planning 101
4. Strategy
 “Strategic   Vehicle”
     Legislation
     Regulation
     Pressure manufacturer
     Ballot initiative

     Consider: political climate; existing
      relationships; resources

                                  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.)


                               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)


      Dothe Math!
      Don‟t take your base for granted




                                 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



                                 Sierra Club: Campaign Planning 101
5. Campaign Communication
Seven „C‟s of effective Campaign Communication



 Clear                 Contrasting
 Concise               Credible
 Connected             Consistent
 Compelling




                             Sierra Club: Campaign Planning 101
5. Campaign Communication
 “Startwhere 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”



                                 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)
                                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?


                                  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

                                  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

                                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?

                                  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!

                            Sierra Club: Campaign Planning 101
Sierra Club: Campaign Planning 101
Sierra Club: Campaign Planning 101

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Campaign Planning 101

  • 1. Campaign Planning 101 Jed Thorp, Manager Sierra Club, Ohio Chapter Jed.thorp@SierraClub.org 614-461-0734 x303
  • 2. Sierra Club  Founded in 1892 (Ohio 1968)  17,000 members statewide  Work on wide variety of issues (energy, water, fracking, tran sportation)  Member-led, member-driven  www.sierraclub.org Sierra Club: Campaign Planning 101
  • 3. What is the secret to success in organizing? Sierra Club: Campaign Planning 101
  • 4. 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 Sierra Club: Campaign Planning 101
  • 5. A note on organization building…  Ask  Thank  Inform  Involve Sierra Club: Campaign Planning 101
  • 6. 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 Sierra Club: Campaign Planning 101
  • 7. 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? Sierra Club: Campaign Planning 101
  • 8. 2. Campaign Goals  Conservation Goals: Example… Immediate: Stop the toxic waste incinerator Interim: Inform public that such facilities endanger public health Long-Term: Eliminate all toxic waste incinerators from the state - Realistic, achievable and quantifiable Sierra Club: Campaign Planning 101
  • 9. 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 Sierra Club: Campaign Planning 101
  • 10. 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! Sierra Club: Campaign Planning 101
  • 11. 4. Strategy  “Strategic Vehicle”  Legislation  Regulation  Pressure manufacturer  Ballot initiative  Consider: political climate; existing relationships; resources Sierra Club: Campaign Planning 101
  • 12. 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.) Sierra Club: Campaign Planning 101
  • 13. 4. Strategy (cont.) A Note about legislative bodies…  Divide into 3 groups  Our Base (for us)  Their base (against us)  Persuadables (up for grabs)  Dothe Math!  Don‟t take your base for granted Sierra Club: Campaign Planning 101
  • 14. 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 Sierra Club: Campaign Planning 101
  • 15. 5. Campaign Communication Seven „C‟s of effective Campaign Communication  Clear  Contrasting  Concise  Credible  Connected  Consistent  Compelling Sierra Club: Campaign Planning 101
  • 16. 5. Campaign Communication  “Startwhere 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” Sierra Club: Campaign Planning 101
  • 17. 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) Sierra Club: Campaign Planning 101
  • 18. 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? Sierra Club: Campaign Planning 101
  • 19. 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 Sierra Club: Campaign Planning 101
  • 20. 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 Sierra Club: Campaign Planning 101
  • 21. 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? Sierra Club: Campaign Planning 101
  • 22. 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! Sierra Club: Campaign Planning 101
  • 23. Sierra Club: Campaign Planning 101
  • 24. Sierra Club: Campaign Planning 101