CrowdBlue Candidate Playbook
Your step-by-step guide to launching and running a winning campaign — plus printable worksheets.
Deciding to Run: Finding Your Purpose
Start with your why. Two lines on what’s at stake and the change you’re running to make. Identify under-represented communities you’ll champion and the issues where you offer concrete solutions. These choices power your story, your asks, and your energy.
Choosing the Right Office
Match your experience and capacity to the office. Review requirements (residency, signatures, fees), turnout history, and incumbent status. Local seats build name recognition; open seats are easier than entrenched incumbents.
Build a Campaign Plan
Your plan is the north star. Include mission & goals, timeline, fundraising targets, voter contact strategy (ID → persuade → mobilize), and core messaging. Prioritize high-propensity supporters and persuadables.
Filing, Legal, and Compliance
File on time, appoint a treasurer, use a separate bank account, track contributions and in-kind, and calendar every reporting deadline. Weekly reconciliation avoids headaches.
Team, Budget, and Fundraising
Assign clear owners (manager, field, finance, comms, digital, treasurer). Budget conservatively across field, comms, digital, events, and compliance. Blend small-dollar fundraising with a focused major-donor plan; report wins and impact to keep momentum.
Field, GOTV, and After the Election
Run a consistent field program (doors, phones, texts, relational). During GOTV, focus only on turnout messages and confirmations. After election day, complete reports, thank supporters, debrief, and plan next steps.
Worksheets & Downloads
Grab the companion worksheets to plan your campaign. Add URLs below to make each card downloadable.
Campaign Org Chart Builder
Define roles, assign owners, set meeting cadence, and training plan.
Campaign Timeline Builder
Lay out milestones, filings, events, and digital launches by month.
Filing & Compliance Tracker
List deadlines, assign responsibilities, and log contributions/expenditures.
Election Day Plan
Poll coverage, legal support, media cadence, and night-of operations.
Choosing the Right Race
Compare offices by viability, turnout, demographics, and alignment.
Motivation, Vision, and Support Base
Clarify their motivation, vision, and support base as you prepare to run for office. Use the space below each question to write your answers.
Campaign Reflection and Debrief
What worked, what didn’t, and next-cycle improvements.