Candidate Training on Voter Targeting

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    1. Planning Your Campaign

    2. Identifying & Analyzing Likely Voters

    3. Understanding Past Election Results & Trends4. Calculating Your Win Number

    5. Selecting Target Groups

    6. Knowing the Issues that Matter7. Planning Your Messages & Outreach Strategies

    8. Creating your Budget & Campaign Plan

    Overview 

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    There are three finite resources in every campaign

    People Time

    Money

    The best way to combat these limitations is through

    careful planning and focusing your resources on target groups

    of likely voters that you can win over and turn out to the polls.

    Our Starting Premise - 

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    Campaign Planning at a Glance 

    Campaigning for General ElectionSeptember to November ‘09

    Campaigning for Primary ElectionAugust to Early September ‘09

    Fighting Challenges to PetitionsMid-July to Early August

    Petitioning TimeJune to Mid-July

    Fine-tuning your campaign plan & budget

    Designing your campaign materials Gathering & training your petitioning team

    January to May

    Assembling your campaign team

    Analyzing your district & identifying your

    target groups Fundraising

    October to December

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    Analysis of Hypothetical “Council District 99”

    Total Population: 165,000 Total Voters: 80,000

    Total DemocraticVoters: 60,000

     Identifying & Analyzing Likely Voters ** Most public officials are elected by a small, unique set of voters **

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    Analysis of Hypothetical “Council District 99”

    Total Democratic Voters: 60,000 Prime DemocraticVoters: 18,000

    Likely Voters for CityCouncil Race: 12,000

    ( About 1 in 14 people

    living in district)

     Identifying & Analyzing Likely Voters ** Most public officials are elected by a small, unique set of voters **

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    Voter Lists Identifying & Analyzing Likely Voters 

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    Voter Lists

    Key considerations

    Get data in a format that is easy to work with & manipulate

    Get lists that are filtered by voter history (i.e. Prime, Double

    Prime, Triple Prime)

    Should include gender and age

    Ethnicity and phone numbers can be added Use this data to generate statistics about who your prime

    voters are and where they live

     Identifying & Analyzing Likely Voters 

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    Voter Lists

    Gender Analysis

     Identifying & Analyzing Likely Voters 

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    Voter Lists

    Gender Breakdown by Age

     Identifying & Analyzing Likely Voters 

    60%40%1,43894175+

    59%41%3,1022,19360-74

    58%42%3,6652,69645-59

    66%34%1,94998630-44

    63%37%64638418-29

    Female %Male %Female PrimeMale PrimeAge

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    Voter Lists

    Age Analysis

     Identifying & Analyzing Likely Voters 

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    Voter Lists

    Race/Ethnic Analysis

     Identifying & Analyzing Likely Voters 

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    Voter Lists

    Key Findings from Prime Voter Analysis

    Large female vote, particularly concentrated under age 45

    Youth vote appears minimal

    Over half of prime voters (52%) are of family age

    Ethnically diverse with a number of potential subgroups

    including African-American, Caribbean, Latino, South Asianand Jewish voters

     Identifying & Analyzing Likely Voters 

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     Identifying & Analyzing Likely Voters 

    Geographical Analysis of Council District 99

    Divided into 100 Election Districts

    About 600 registeredDemocrats in each

    Roughly 3-5 cityblocks in size

    One voting booth

    per electiondistrict

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     Identifying & Analyzing Likely Voters 

    Geographical Analysis of Council District 99

    Concentration of Prime Voters

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     Identifying & Analyzing Likely Voters 

    Geographical Analysis of Council District 99

    Concentration of African-American & Caribbean Voters

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     Identifying & Analyzing Likely Voters 

    Geographical Analysis of Council District 99

    Concentration of Prime Caucasian & Jewish Voters

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     Identifying & Analyzing Likely Voters 

    Geographical Analysis of Council District 99

    Concentration of Hispanic Voters

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    Past Primary Turnout

    Understanding Past Election Results & Trends 

    6%62,5003,7502008

    4%59,0002,3602007

    15%60,5009,0752006

    12%62,0007,4402005

    7%63,0004,41020044%60,0002,4002003

    8%61,0004,8802002

    18%62,00011,1602001

    TurnoutEnrollmentVotes Cast

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    Understanding Past Election Results & Trends 

    Trends in Primary Turnout & Enrollment

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    2009 Projections for Council District 99

    Expected Enrollment: 64,000

    Expected Turnout: 18%

    Expected Voters: 11,520

    Win Numbers

    2 candidates: 6,106 (53%)

    3 candidates: 4,147 (36%)

    4 candidates: 3,226 (28%)

    5 candidates: 2,650 (23%)

    Understanding Past Election Results & Trends 

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    Understanding Past Election Results & Trends 

    Past Election Results

    Votes Received by Incumbent in 2001

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    Understanding Past Election Results & Trends 

    Past Election Results

    Votes Received by Incumbent in 2005

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    Understanding Past Election Results & Trends 

    Past Election Results

    Fernando Ferrer Votes in 2005 Mayoral Primary

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    Past Election Results

    Key Findings from Analysis

    Incumbent support concentrated in a handful of electiondistricts

    African-American support for incumbent is feeble and not aguarantee for incumbent

    Ferrer campaign provides possible model to winning district

    with multi-ethnic coalition of voters

    Understanding Past Election Results & Trends 

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    Sample Variables to Consider

    Selecting Target Groups 

    Demographic Age Gender

    Families Race/Ethnicity

    Religion

    Geographic Neighborhood

    Long-time Residents

    Socio-Economic Income level Union membership

    Rent vs. Own Public housing residents

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    Translating Target Groups into Vote Projections

     # Prime Voters in Group x Expected Support = Vote Projection

    Selecting Target Groups 

    4,376

    - 1,094Minus Overlap

    5,470Combined Total1,12040%2,8005. Neighborhood X

    1,03840%2,5954. Women Under 45

    64040%1,6003. Caribbean Community

    80040%2,0002. Minority Families

    1,87260%3,1201. Hispanic Community

    VotesExpected SupportPrime VotersTarget Group

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    My Neighborhood Statistics

    http://gis.nyc.gov/ops/mmr/address.jsp

    Detailed 311 Reports

    http://www.nyc.gov/html/doitt/html/about/about_311_local_law.shtml

    Community Board District Profiles

    http://www.nyc.gov/html/dcp/html/lucds/cdstart.shtml

    Lists of Selected Facilities and Program Sites (including schools, parks,public safety, health, mental health and other social service facilities)

    Also request the Community Board’s annual Needs Statement, which isavailable from the Community Board or Dept of City Planning

    Knowing the Issues that Matter 

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    Key Tips

    Plan your strategies based on what makes logical sense for eachtarget groups

    Reach out to target groups with information on the issues they care

    about During your voter contacts, always try to collect information to

    append your voter file – most importantly, flag your die-hardsupporters, the persuadable voters and your opponent’s die-hard

    supporters

    Overlap a variety of tactics including door-to-door outreach, directmail and phone calls to maximize the impact of each message.

    Planning Your Messages & Outreach Strategies 

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    Example of a Well-Planned, Themed Outreach Effort

    1. Direct mail piece on day-care and early childhood education sentto your target groups of women under 45 and minority families

    Details your positions and demonstrates your commitment to the issue

    Includes high-quality photos of you and your family that readerscan relate to

    References a specific website where readers can go to learn more

    2. Website “landing page” that is specific to day-care and earlychildhood education and gathers information about visitors (includesemail, phone number, etc)

    Planning Your Messages & Outreach Strategies 

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    Example of a Well-Planned, Themed Outreach Effort

    3. Phone calls to voters asking them if they received your mailing andtelling them that you’ll be in front of the local schools meeting withparents all week if they’d like to talk more.

    4. On-the-street voter outreach in front of the local schools at thestart and end of the day when parents are dropping off and picking uptheir kids.

    5. Letter-to-the-editor campaign targeted a local papers that stressesthe need to improve day-care and early childhood education in yourcommunity and proposed a set of specific changes.

    Planning Your Messages & Outreach Strategies 

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    Review of what we’ve done

    1. Identified & Analyzed Likely Voters

    2. Looked at Past Election Results & Trends

    3. Calculated a Win Number

    4. Selected Target Groups & Created Vote Projections

    5. Analyzed the Issues & Created Outreach Strategies

    Next Step

    Calculating the cost of outreach strategies and charting

    out the steps on your campaign calendar

    Creating your Budget & Campaign Plan 

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    Questions for Consideration when Budgeting

    Are you hiring staff or paying consultants to manage your day-to-day operations?

    How much direct mail are you planning?

    Does your audience of prime voters necessitate high-tech webpresence?

    Do you have a good bookkeeper and treasurer to manage your

    accounting books and prepare your campaign finance reports?

    Are you accounting for shipping fees on your print materials?

    Creating your Budget & Campaign Plan 

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    Budget Breakdown

    Creating your Budget & Campaign Plan 

    Campaign Expenditures by Category

    19%

    3%

    13%

    9%

    27%

    29%

    Admin & Campaign Management Research

    Legal Fees Direct Mail & Communications

    Field Organization Fundraising

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    Creating your Budget & Campaign Plan 

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    Our Contact Information:

    Grassroots Initiative

    Address: 224 W. 4th Street NY, NY 10014

    Phone: 212.400.0531

    Email: [email protected]

    Website: www.gograssroots.org