Appendix A

WEEK-BY-WEEK CAMPAIGN PLANNING FORM

	We have emphasized the need for planning over and over again, and are putting this sample plan in the appendix to give you an idea of what a campaign plan should look like. This campaign plan uses a narrative format.  We suggest a checklist method which is different, but it is a difference without a distinction.  Any plan is good if it includes all the necessary parts and steps.  It is having a plan, not the form of it that counts.
	The following campaign plan was prepared and used successfully in a race for Clerk of a municipal court.  The court district was made up of three suburban communities and like all races this one had specialized problems.  We present this plan to you as it was originally drafted, to give you another perspective on what a good campaign plan looks like.
	Every campaign, yours included, will have its own special problems, different from the ones here.  When reading this plan, keep in mind that the planning factors like strategy, scheduling, and volunteer organization are basically the same no matter where you are running.  A good campaign plan for the office you want to run for will be remarkably similar to the one that follows.

BASIC CAMPAIGN STRATEGY
Clerk of Municipal Court

	In preparing this plan, two factors were considered as the basis for campaign strategy.  The first is the low visibility character of the race.  The office is one that most people are not familiar with.  They do not know what function is performed and they are unaware that this is an elected office.  So they do not come prepared to vote in the race.  Additionally the ballot placement is low and the element of voter fatigue comes into play.  It is also necessary to consider that voters relate unfavorable to the judicial system in general.  Courts are places people wish to ignore.
	The second major factor deals with the makeup of the District.  There is no cohesive pattern within the district. There are six individual communities with diverse demographic characteristics and no unifying feature.  Here again, the public concept that courts and the judiciary are something to be avoided comes into play because that attitude limits the effort of people to acquire information.  Voters, especially in the areas outside of Berea probably have limited awareness of the boundaries of the Berea Municipal Court.
	These factors are not necessarily negatives.  They merely require that campaign strategy take them into consideration.  Low visibility and voter fatigue also mean that it takes fewer votes to win.  It also points up the need to identify voters who consistently resist voter fatigue (the tendency of voters to quit before reaching the bottom of the ballot).  Research into voter turnout in the district communities can help to determine areas with higher concentrations of full ticket voters.  Voters who belong to unions, activist organizations and political party clubs, etc. are more likely to vote a full ticket because they will be supplied with lists of endorsed candidates.
	The diversity and lack of unification in the district can be adjusted for by creating a decentralized campaign. Support groups should be developed in each community and their efforts then coordinated in a campaign center.  This type of organization also lends itself to more cohesive volunteer groups since they are dealing primarily with areas in which they are familiar and with people they know.

MONTHLY CAMPAIGN ACTIVITY SCHEDULE

July
	This time would be devoted primarily to basic organization functions.   Meetings should be scheduled for last days of June and first week of July between candidate and manager to set overall strategy and essential planning. One to two evenings should be all that is necessary.  This is also the time to select a person or persons to handle scheduling.  At least one meeting needs to be held to discuss fund raising; how much will be needed and how to raise it.
	This is the time to get the computer operation in gear. Find compatible software and establish the programming to be used.  We need to get going on volunteer lists and contributor lists especially.
	Select coordinators in each community, and arrange meetings between coordinators and manager.  The first of these meetings should deal with coordinator responsibilities and their suggestions for implementing the general strategy/plan.  Their input should then be included in setting the actual details of the campaign plan.
	The manager should also meet with the scheduler to start setting up the campaign calendar and provide the scheduler with the information necessary to begin finding activities and events for the candidate.
	Depending upon the numbers of people involved, either a group meeting with the coordinators and volunteers that have already been identified should be set up; or if this is an unwieldy number, then individual meetings for coordinators and volunteers in their areas should be set up.  The general outline of activities for which volunteers will be needed should be discussed and volunteers should be given details on what will be expected.  We would then be able to determine who many people would be needed, when they would be needed, and how to recruit and develop the volunteer force to get things done.  Here again, getting the volunteers involved in the planning should increase the interest and enthusiasm to get others active in the campaign.

August
	This month should be spent on recruiting volunteers for activities in September and October.  Coordinators and early volunteers would concentrate on this aspect.  The goal would be to arrange meetings for volunteers in each community where the volunteers could be told what is needed, what is involved in each task, and how to accomplish it.  They would be given sign up sheets for each of the various areas that will need to be covered and given the opportunity to choose what they would like to do.
	The second part of these training sessions would depend on the number of people involved.  If there are enough people we could have separate groups for the different tasks.  If not, then the whole group will participate in discussions on getting these jobs done -- Especially in getting other to help with the tasks.  Anyone who volunteers for a specific task should be given specific dates when they will be expected to perform.  For instance, if a volunteer offers to have a coffee, then they should be asked for two or three dates that can be given to the scheduler for confirming; someone who wants to help out with the lit drops should be asked for a specific day and areas that they would prefer to cover.  Everyone would be asked to participate in the campaign kickoff event planning.
	The campaign kickoff event should be scheduled, and details worked out during August.  This should be part of the basic planning done by the manager and the coordinators at their meetings and the volunteers should be made a part of it at their meetings.  The campaign kickoff event should have a low ticket price so that people can be encouraged to attend. Refreshments should be simple.  It might be a good idea to try and get a name guest.  (Senator Metzenbaum perhaps:  He'll be running the next year.  Ed Feighan could be a possibility.  We could ask the Governor if he's going to be in the neighborhood.)

September
	Coordinate plans for a kickoff.  Follow up with volunteers that have signed up for various tasks to be done in September.  Continue to recruit new volunteers.  Use the campaign kickoff to help recruit.  Coordinators and volunteers should talk up activities that are planned.  In addition to local coffees and meetings, wherever feasible there should be one local event planned where volunteers can get together socially.  This will provide an opportunity to bring in new people and help make the campaigning work as enjoyable as possible.  The local events could be getting together to do endorsement cards, or do mailings, or just parties to encourage and support campaign efforts.  This should be arranged by the local coordinators and volunteers.
	All of these events will stress certain things; remind volunteers to get the candidate's name out, to continually try to get others involved and encourage small contributions to cover costs of these events.  These are not fundraisers per se but rather ways to get a commitment of actual time and money for the candidate.  These events increase the likelihood that they will spread the word.  For example, since the candidate's race is at the end of the ballot, a major point that we would make at these kinds of events is to remind the voters to start voting at the end of the ballot and work their way up. 

October
	The major activity in this month should be a literature drop throughout the District.  It will be necessary to coordinate a large number of people in each community and arrange to get them out to cover as much area as possible. If we have been able to generate enthusiasm and interest and have developed a cohesive group, it will be much simpler.  To continue the same general programs that have been developed, by this time we would have a good base of volunteers to work on this project.  In addition, we may be able to combine forces with other candidates, or groups to reduce the size of the area that will have to be covered.
	A major campaign event will be held on the Friday before the first Saturday drop.  Volunteers will be invited to attend a rally to get their materials for the drop.  Here again, a guest would be a good idea.  The purpose of this event is to encourage people to participate in the drop and to get encouragement and support from each other.  Some kind of volunteer recognition program could be developed for this event.  Perhaps a dinner or two to the volunteer who has contributed the most time; flowers for the oldest volunteer, etc.
	The literature drop will be the biggest effort during the latter part of October.  Volunteers will have to be called and assigned areas to cover.  Backups should be arranged to cover when someone fails to show up etc. Transportation has to be arranged when necessary or useful. Supervisors will be needed to make sure everyone has enough supplied and to check on areas where the operation is being coordinated with other candidates.
	October will also be the time when the advertising blitz will take place.  Ads in local newspapers, perhaps cable ads during the final week of the campaign.  We should look at school football programs for ads also but that will need to be done earlier, like in August.
	If this program is implemented, the candidate's responsibilities will be limited almost entirely to actually getting out to meet voters and fund raising.  This is the most effective and efficient use that can be made of a candidate's time and energy.
BUDGET
Literature piece for drop in October (50K)	$ 500
Targeted mail piece and postage (5K)	1250
Fund raising mail pieces and postage (2K)	600
Endorsement cards (2K)	350
Advertising (Print ads ‑ $1500/cable ‑$500)	2000
Candidate expenses (tickets, meals etc.)	1500
Scheduler expense	850
Campaign events	500
Consulting	250
Manager	2000
Misc.	500
TOTAL	10300

ORGANIZATION CHART

Campaign Manager
	|
	___________________________|___________________________
	|	|	|	|	|
	Scheduler	Coordinator	Coordinator	Coordinator	Media
	Berea	Brookpark	Middleburg
	|	|	|
	Volunteer	Volunteer	Volunteer
	Captain	Captain	Captain
	|	|	|

Coffees	_____________	_____________	_____________
	_____________	_____________	_____________

Literature	_____________	_____________	_____________
Drops	_____________	_____________	_____________

Mailings	_____________	_____________	_____________
	_____________	_____________	_____________

Endorsement	_____________	_____________	_____________
Cards	_____________	_____________	_____________

Meetings	_____________	_____________	_____________
	_____________	_____________	_____________

Phones	_____________	_____________	_____________
	_____________	_____________	_____________

Campaign	_____________	_____________	_____________
Events	_____________	_____________	_____________