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Shutting Down a Campaign November 19 th , 2008 Paid for by Democracy for America, www.democracyforamerica.com, and not aut...
Welcome to DFA Night School! <ul><li>Streaming live at: </li></ul><ul><li>Now Available on ITunes </li></ul><ul><li>Click ...
Tonight’s Trainers Matt Blizek Night School Host Democracy for America Anastasia Apa Political Finance & Management Consul...
Why Shutdown Matters <ul><li>Record institutional knowledge for future Democratic campaigns </li></ul><ul><li>Evaluate, An...
Shutdown Timeline Phase 1: Consolidate, Close the Loop, Call <ul><li>Consolidate   </li></ul><ul><ul><li>All physical and ...
Shutdown Timeline Phase II: Finalize Financials, Physical Move <ul><li>Finalize Financials </li></ul><ul><ul><li>All outst...
Questions? <ul><li>Email:  nightschool@democracyforamerica.com </li></ul><ul><li>Instant Message:   </li></ul><ul><li>DFA ...
Shutting Down Finance <ul><li>Cash Up </li></ul><ul><li>Cash up tracker </li></ul><ul><li>Tracking final campaign expenses...
Shutting Down Field <ul><li>Evaluate & Analyze Field Plan </li></ul><ul><li>Breakdown of performance across district </li>...
A Campaign in a Time Capsule <ul><li>Get a Binder </li></ul><ul><li>Physical Files </li></ul><ul><li>Electronic Files </li...
Questions? <ul><li>Email: </li></ul><ul><li>[email_address] </li></ul><ul><li>Instant Message: </li></ul><ul><li>DFA Night...
Coming in 2009... <ul><li>Want to host a 2009 DFA Campaign Training in your area? </li></ul><ul><li>Apply today: </li></ul...
What’s Your DFA Story? <ul><li>Call  (646) 200-0620  and let us know how you put your DFA training to use! </li></ul><ul><...
Thank you for joining us! Join the DFA Trust! www.democracyforamerica.com/trust   14  Questions? nightschool@democracyfora...
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DFA Night School: Shutting Down A Campaign

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Transcript of "DFA Night School: Shutting Down A Campaign"

  1. 1. Shutting Down a Campaign November 19 th , 2008 Paid for by Democracy for America, www.democracyforamerica.com, and not authorized by any candidate or candidate’s committee. Listen live on: Questions? [email_address] AIM: DFA Night School
  2. 2. Welcome to DFA Night School! <ul><li>Streaming live at: </li></ul><ul><li>Now Available on ITunes </li></ul><ul><li>Click here to subscribe: </li></ul>Questions? Email: [email_address] AIM Instant Message: DFA Night School 2 Questions? nightschool@democracyforamerica.com
  3. 3. Tonight’s Trainers Matt Blizek Night School Host Democracy for America Anastasia Apa Political Finance & Management Consultant [email_address] 3 Questions? nightschool@democracyforamerica.com
  4. 4. Why Shutdown Matters <ul><li>Record institutional knowledge for future Democratic campaigns </li></ul><ul><li>Evaluate, Analyze & Report </li></ul><ul><li>“ Close the Loop” </li></ul>4 Questions? nightschool@democracyforamerica.com
  5. 5. Shutdown Timeline Phase 1: Consolidate, Close the Loop, Call <ul><li>Consolidate </li></ul><ul><ul><li>All physical and electronic files </li></ul></ul><ul><ul><li>Field, Finance, Administrative, mail, contacts, etc </li></ul></ul><ul><li>Close the Loop </li></ul><ul><li>Call </li></ul><ul><ul><li>Donors </li></ul></ul><ul><ul><li>Volunteers </li></ul></ul><ul><ul><li>Vendors </li></ul></ul><ul><ul><li>Consultants </li></ul></ul>5 Questions? nightschool@democracyforamerica.com
  6. 6. Shutdown Timeline Phase II: Finalize Financials, Physical Move <ul><li>Finalize Financials </li></ul><ul><ul><li>All outstanding bills paid and documented </li></ul></ul><ul><ul><li>Final financial disclosures, list of future disclosures </li></ul></ul><ul><ul><li>Budget actuals all entered </li></ul></ul><ul><ul><li>Complete donor lists prepped for candidate binder </li></ul></ul><ul><li>Physical Move </li></ul><ul><ul><li>Set phone/internet shutoff dates </li></ul></ul><ul><ul><li>Office furniture returned or disposed of </li></ul></ul><ul><ul><li>Final loose ends tied and documented </li></ul></ul>6 Questions? nightschool@democracyforamerica.com
  7. 7. Questions? <ul><li>Email: nightschool@democracyforamerica.com </li></ul><ul><li>Instant Message: </li></ul><ul><li>DFA Night School </li></ul>7 Questions? nightschool@democracyforamerica.com
  8. 8. Shutting Down Finance <ul><li>Cash Up </li></ul><ul><li>Cash up tracker </li></ul><ul><li>Tracking final campaign expenses </li></ul><ul><li>Call Up </li></ul><ul><li>Donors </li></ul><ul><li>Vendors </li></ul><ul><li>Pay Up </li></ul><ul><li>Outstanding bills </li></ul><ul><li>Staff </li></ul><ul><li>Candidate </li></ul><ul><li>Thanks! </li></ul><ul><li>High $$ Donors from candidate </li></ul><ul><li>Medium $$ from Finance Staff </li></ul><ul><li>Develop a Thank You tracking system </li></ul>8 Questions? nightschool@democracyforamerica.com
  9. 9. Shutting Down Field <ul><li>Evaluate & Analyze Field Plan </li></ul><ul><li>Breakdown of performance across district </li></ul><ul><li>Cost-per-vote calculated </li></ul><ul><li>Evaluate vote goals & actual outcome </li></ul><ul><li>Which goals were achieved & which were not? </li></ul><ul><li>Data Entry </li></ul><ul><li>Volunteers (and how big of role they played) </li></ul><ul><li>Events </li></ul><ul><li>Voter contacts </li></ul><ul><li>Physical Move out </li></ul><ul><li>Cleaning </li></ul><ul><li>Furniture tagged and disposed of </li></ul><ul><li>Consolidate! – Careful what you throw away! </li></ul><ul><li>Don’t forget to pick up outside the office too </li></ul>9 Questions? nightschool@democracyforamerica.com
  10. 10. A Campaign in a Time Capsule <ul><li>Get a Binder </li></ul><ul><li>Physical Files </li></ul><ul><li>Electronic Files </li></ul><ul><li>Mail, TV, Radio, Palmcards, etc </li></ul>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 10 Questions? nightschool@democracyforamerica.com
  11. 11. Questions? <ul><li>Email: </li></ul><ul><li>[email_address] </li></ul><ul><li>Instant Message: </li></ul><ul><li>DFA Night School </li></ul>11 Questions? nightschool@democracyforamerica.com
  12. 12. Coming in 2009... <ul><li>Want to host a 2009 DFA Campaign Training in your area? </li></ul><ul><li>Apply today: </li></ul><ul><li>www.democracyforamerica.com/trainingrequest </li></ul>12 Questions? nightschool@democracyforamerica.com
  13. 13. What’s Your DFA Story? <ul><li>Call (646) 200-0620 and let us know how you put your DFA training to use! </li></ul><ul><li>2. Visit www.democracyforamerica.com/whatsyourstory and share you DFA training story with the 2009 class! </li></ul>13 Questions? nightschool@democracyforamerica.com
  14. 14. Thank you for joining us! Join the DFA Trust! www.democracyforamerica.com/trust 14 Questions? nightschool@democracyforamerica.com 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!
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