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Planning Docs
Tips & Tactics: Running a Relational Volunteer Program - Davis Leonard + Annie Horowitz
Daily Soft Report - OpenCampaign
Hiring Tracker - OpenCampaign
Goals Workbook - OpenCampaign
Digital Events Template - Patty Matos
Campaign Plan Template - Juliana Amin
Digital Ads Planning Sheet - OpenCampaign
Calendar Template - Juliana Amin
Principal Trips Planning Template - Juliana Amin
Viz Event Checklist - Juliana Amin
Office Opening Checklist - Juliana Amin
Field Staffing Grid Template - Juliana Amin
Plan To Win - OpenCampaign
Campus Daily Procedures - Abby Cox
Organizer Weekly Turf Report Template - Abby Cox
Campus Organizer Onboarding Presentation - Abby Cox
Digital Content Strategy + Calendar - OpenCampaign
TEMPLATE: Budget - NDTC
Fundraising Plan Template - NDTC
Data Tracking
Landing Hub - OpenCampaign
PTG + Goal Workbook - OpenCampaign
Organizer Goals Weekly Worksheet - OpenCampaign
Volunteer Call Update - OpenCampaign
Volunteer Leaderboard - OpenCampaign
Confirm Tracker - OpenCampaign
Call Time Tracker - OpenCampaign
Pledge & Contribution Tracker - NDTC
Community Events Tracker - Juliana Amin
TEMPLATE: Campaign Rolodex - NDTC
Petition Scrubber - OpenCampaign
Direct Voter Contact Resources
Voter Contact Presentation: Who, Why, How - OpenCampaign
Large Campaign - Voter Contact Script (MyV) - OpenCampaign
Short General Voter ID Script (for early in campaign) - OpenCampaign
General ID Phonebank Script - OpenCampaign
Spanish General ID Phonebank Script - OpenCampaign
Persuasion Script (for Undecideds) - OpenCampaign
Confirm Guidance - OpenCampaign
General Confirm Script - OpenCampaign
COVID-19 Safety Protocols - OpenCampaign
Textbank Script - Patty Matos
Vol-facing Event Calendar - Miranda Lopez
High Traffic Canvass Sign-in Sheet - OpenCampaign
Volunteer Tally Sheet + Calendar - Juliana Amin
Fundraising: Voicemail Talking Points - Prospecting - Kim Kaiser
Fundraising: Donor Talking Points (Prospects) - Kim Kaiser
Fundraising: Follow Up Call Script (Pledges) - Kim Kaiser
Campaign Guides
Canvassing 101 - OpenCampaign
Phonebanking 101 - OpenCampaign
ThruText 101
Relational Organizing 101 - Patty Matos
MobilizeAmerica 101 - Patty Matos
Google Voice 101 - Miranda Lopez
Reach 101 - Patty Matos
Volunteer 1:1 Meeting Guide - Patty Matos
7 Tips for Writing for the Media - Kevin Liao
Anti-Jargon Giraffe Doc - Ellen Smith
Van Hacks - Github
Fundraising: Double Dialing Room 101 - Kim Kaiser
People Management
Intern / Fellow Management Hub - OpenCampaign
Being a Manager, Being a ROD Onboarding - OpenCampaign
Managing Across Departments - OpenCampaign
Managing Up, Sideways, & Diagonal - OpenCampaign
Recognizing & Proacting to Challenges - openCampaign
Time Management for Managers - OpenCampaign
Strengthening Team Check-Ins - OpenCampaign
Systems & Culture of Accountability Discussion Guide - OpenCampaign
Active Listening Reflection Worksheet - Juliana Amin
All Staff Shutdown Overview - Juliana Amin
Time Management Worksheet for Managers - OpenCampaign
Meeting Norms Template - OpenCampaign
Setting Goals and Managing Staff to Hit Them Worksheet - Juliana Amin
Managing Feedback Worksheet - Juliana Amin
Organizer Exit Memo Template - Juliana Amin
Regional Organizing Director Exit Memo - Juliana Amin
Deputy Department Director Exit Memo - Juliana Amin
Department Director Exit Memo Template - Juliana Amin
Exit Interview Guide - Juliana Amin
Performance Improvement Planning Worksheet - Juliana Amin
All Staff Shut-Down Calendar - Juliana Amin
Culture Reset Doc - OpenCampaign
Email Templates
Volunteer Recruitment Email - OpenCampaign
Canvassing Confirm Email - OpenCampaign
Phonebank Confirm Email - OpenCampaign
Co-Hosted Event Confirmation Email - OpenCampaign
Press Release Template - OpenCampaign
Job Search / Networking Emails - Juliana Amin
Fundraising Email (Prospective Donors) - Matan Arad-Neeman
Fundraising Email (Existing Donors) - Matan Arad-Neeman
Fundraising Email (Recurring Donors) - Matan Arad-Neeman
How To Write a Press Release - Kevin Liao
Fundraising: Staff Level Call Time Follow Up Emails (Multiple Types) - Kim Kaiser
Miscellaneous
Union Printers - OpenCampaign
Opening a Field Office - Shira Klasky-Gamer
Shutdown Plan Tracker - Shira Klasky-Gamer
Boiler Room Checklist - Shira Klasky-Gamer
Job Search Landing Hub - Juliana Amin
Job Interests Worksheet - Juliana Amin
Organizer Resume + Cover Letter Guide - Juliana Amin
Regional Organizing Director Resume + Cover Letter Guide - Juliana Amin
Professional Development / Job Search Guide - Juliana Amin
Campaign Finance Startup Resources Spreadsheet - NDTC