Campaign Planning Tools

Campaign Planning, Management, and Budgeting

• Campaign Planning Template

• Coalition Asset Inventory Coalition Building - Full Coalition

• Coalition Asset Inventory Coalition Building - Individual Organization

• Campaign Budgeting 101

• Coalition Operating Guidelines

• Give and Get

• Pathways of Influence Worksheet

• Researching Roots of Community Equity and Health

• Sample Budget Template for Statewide Legislative Campaign

• Sample Campaign Manager Job Description

• Tips for Community Conversations and Organizer Checklist

• Personal Relationship Profile Worksheet

Coalition Building Maintenance

• Coalition Asset Inventory Coalition Building - Full Coalition

• Coalition Asset Inventory Coalition Building - Individual Organization

• Coalition Mapping Worksheet Coalition Building

• Organizer's Checklist for Effective Coalition Meetings

Decision-Maker Advocacy & Lobbying

• Key Decision-Maker Worksheet

• Researching Roots of Community Equity and Health

• Pathways of Influence Worksheet

• Tips for Testifying at Public Hearings

• Tips for Meeting with Lawmakers

• Decision-Maker Meeting Feedback Form

Fundraising & Development

• Fundraising 101

• Fundraising with an Equity Lens

• Building Relationships with Funders

• Fundraising Landscape Analysis Template

• Potential Donors Worksheet

Grassroots & Key Contacts

• Personal Relationship Profile

• Developing Your Persuasive Message - The 27-9-3

• Telling Your Personal Story

Research and Data Collection

• Questions to Help You Research the Policy-Making Process

• Researching Roots of Community Equity and Health

• Developing a Youth Survey

• Answering the Three Key Questions for Advocacy Campaigns

• Choosing an Advocacy Campaign Goal

Media Advocacy and Communications

• Developing Media Worthy Stories

• Media Advocacy Planning Tool

• Tips for Contacting the Media

• Tips for Editorial Board Meetings

• Tips for Interview Do's and Don'ts

• Tips for Writing a Press Release

• Tips for Writing Letters to the Editor