To-Do Checklist for New & Aspiring Candidates for Elected Office

1. Research & Self-Assessment

☐ Define precisely, concisely, and honestly your motivations for running.
☐ Research the responsibilities and powers of the office.
☐ Evaluate your qualifications, experience, and credibility.
☐ Assess potential support from your family, friends, community and network.

2. Understand Election Laws & Requirements

☐ Research filing deadlines and eligibility requirements.
☐ Learn about campaign finance laws and reporting obligations.
☐ Understand ballot access requirements (e.g., signatures, fees).
☐ Identify any conflicts of interest or legal restrictions.

3. Develop a Campaign Plan

☐ Setup campaign emails and website.
☐ Define your key issues and policy positions.
☐ Set clear campaign goals and a timeline.
☐ Draft an initial campaign budget.
☐ Research voter demographics in your district.

4. Build Your Campaign Team

☐ Recruit a campaign manager, treasurer, and advisors.
☐ Identify volunteers and grassroots supporters.
☐ Consider hiring professional consultants for strategy, marketing, and legal compliance.

5. Fundraising & Budgeting

☐ Open a campaign bank account and register with election authorities.
☐ Develop a fundraising strategy (donors, events, online contributions).
☐ Track contributions and expenses to comply with finance laws.
☐ Apply for any available public funding or matching programs.

6. Branding & Messaging

☐ Develop a campaign slogan and key talking points.
☐ Create a professional logo, website, and social media profiles.
☐ Design campaign materials (flyers, signs, business cards, mailers).
☐ Develop a press kit and media outreach strategy.

7. Voter Outreach & Engagement

☐ Plan a door-knocking and canvassing strategy.
☐ Organize campaign events, town halls, and debates.
☐ Develop phone banking and text message outreach plans.
☐ Engage with local organizations, unions, and community groups.

8. Media & Public Relations

☐ Build relationships with local journalists and media outlets.
☐ Prepare for interviews and public speaking engagements.
☐ Write press releases for major campaign announcements.
☐ Utilize social media for direct voter engagement.

9. Election Day & Voter Mobilization

☐ Develop a Get Out the Vote (GOTV) strategy.
☐ Organize transportation for voters if needed.
☐ Recruit poll watchers and election day volunteers.
☐ Be prepared for potential legal challenges or recounts.

10. Post-Election & Transition

☐ Thank supporters, donors, and volunteers.
☐ Review election performance and lessons learned.
☐ If elected, begin transition planning and staff hiring.
☐ Stay engaged with your community, win or lose.
☐ Win or lose, keep it professional by congratulating your political opponent for running in the election so all voters can be heard.