CrowdBlue • Campaign HQ

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.

Worksheet

Brand & Messaging

Clarify values, audience, pillars, pitch, and sample posts.

Worksheet

Campaign Budget Calculator

Project income/expenses and track monthly performance.

Worksheet

Campaign Org Chart Builder

Define roles, assign owners, set meeting cadence, and training plan.

Worksheet

Campaign Timeline Builder

Lay out milestones, filings, events, and digital launches by month.

Worksheet

Filing & Compliance Tracker

List deadlines, assign responsibilities, and log contributions/expenditures.

Worksheet

Election Day Plan

Poll coverage, legal support, media cadence, and night-of operations.

Worksheet

Choosing the Right Race

Compare offices by viability, turnout, demographics, and alignment.

Worksheet

GOTV Countdown Calendar

Worksheet

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.

Worksheet

Campaign Reflection and Debrief

What worked, what didn’t, and next-cycle improvements.

All Downloads

Playbook

CrowdBlue Candidate Playbook

Download Full Playbook (PDF)
Worksheet
Brand & Messaging
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Worksheet
Campaign Budget Calculator
Download →
Worksheet
Campaign Org Chart Builder
Download →
Worksheet
Campaign Timeline Builder
Download →
Worksheet
Filing & Compliance Tracker
Download →
Worksheet
Election Day Plan
Download →
Worksheet
Choosing the Right Race
Download →
Worksheet
GOTV Countdown Calendar
Download →
Worksheet
Motivation, Vision, and Support Base
Download →
Worksheet
Campaign Reflection and Debrief
Download →