Tools that will help in your campaign

In each phase, the Center recommends using specific tools and exercises to help your coalition or campaign team.  To learn about these phases, click here.

Phase 1—TOOLS for Preliminary Investigation and Assessment

• Success in policy campaigns, 5 phases to victory
• Assessing the political environment checklist
• Insider vs. Outsider Strategies
• Elected official profile form
• Issue selection checklist
• Goal setting exercise

Phase 2—TOOLS for Strategy and Planning

• Strategy chart
• Your group’s resources (exercise)
• List of education and pressure tactics
• Tactics checklist
• Circles of influence
• Decision maker matrix

Phase 3—TOOLS for Recruitment

• Guidelines for recruitment
• Tips: How to make a pitch
• Who do you know? (Exercise using Priority Recruits Matrix)
• Priority recruits matrix
• 3 people I want to recruit

Phase 4—TOOLS for The Campaign

• Preparing for a City Council or Board Presentation: A Checklist
• Meeting with elected officials: Pre-meeting checklist
• Tips for setting up meetings with legislators
• Media spokespersons tips
• Planning an action checklist
• How to become a policy wonk

After the victory—TOOLS for post-campaign implementation

• After Passing the Policy: What's Next?