• [ ] Research the demographics and details of the race

  • [ ] Win number
  • [ ] Racial breakdown
  • [ ] Past campaign fundraising numbers
  • [ ] Issue areas (watch congressional ads on youtube)

• [ ] Hold welcome meeting

• [ ] Schedule listening tour:

  What's going well? What would you change?

  • [ ] Candidate
  • [ ] Consultants
  • [ ] Larger donors or finance committee members
  • [ ] Influential leaders working in the area
  • [ ] Is there anyone we need to talk to who is not here?

• [ ] Present the finance plan

• [ ] Schedule weekly team check ins

• [ ] Schedule candidate calltime.

<aside> 💡 Remember to always reschedule any missed calltime blocks.

</aside>

• [ ] Create database
  • [ ] Merge all existing information
  • [ ] Scrub bad information
  • [ ] Gather any new lists necessary
  • [ ] Append any new info that's necessary
• [ ] Qualify the database
• [ ] Create prospectus
• [ ] Create Ask Script
• [ ] Ensure website is operational and in compliance
• [ ] Ensure thank you process is in place
• [ ] Begin solicitation
• [ ] Create thank you note plan
• [ ] Send thank you notes
• [ ] Build out new networks where necessary
• [ ] Create finance committee plan
• [ ] Create finance committee website
• [ ] Move donors to finance committee