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Managing your

Campaign

Larissa (Cleary) Valonis

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Quick Bio

  • Kyle Mullins for PA Representative, 2018-Present Campaign Chair & Manager
  • Mary Walsh Dempsey for Judge, 2021 Campaign Manager
  • PAC 112, 2019-2022 Secretary & Treasurer
  • Lackawanna County Democrats, 2019-2022 Secretary of 112th
  • Campaign Volunteer / Consultant

  • Certified PA K-12 School Counselor & National Certified Counselor (NCC), 2011-Present
  • Elementary School Counselor at Forest City Regional Elementary School (PK-4)
    • District K-12 School Counseling Chair/Mental Health Chair
  • Pennsylvania School Counselors Association (PSCA) Board Director, 2019-Present
    • Assistant Chair of the Board of Directors, 2022-Present
  • One of the founding members of the School Counselors of NEPA, Past-President and Secretary
    • State Liaison Committee Chairperson, 2021-Present
  • BS from Penn State University, University Park
    • Major in Crime, Law, & Justice, Concentration in Legal Studies, Minor in Sociology
  • MS from the University of Scranton
    • School Counseling

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TABLE OF CONTENTS

04

05

06

01

02

03

Roles

(Yours v. manager)

Q&A

Tools

Getting Started

Volunteers

Your Committee

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Getting started

You’ve decided to run for office… now what?

  • Ask yourself - why did you run?
    • The answer to this question will drive your advertising & marketing, recruitment of volunteers, communication with voters, etc.
    • Ensure you meet minimum qualifications.

  • Clear your schedule… and your family’s schedule, too.
    • It’s a commitment and sacrifice - time, money, & energy - to be a “full time” candidate.

  • Consider what you would like your campaign to look like/stand for.
    • What political party will you affiliate with? What endorsements will you accept/seek?

  • Build relationships and utilize existing ones.
    • Who do you know? Who do they know? Who can they introduce you to? How can you make your way into that circle?
    • Don’t be afraid to pick up the phone and ask for help, for money, for time, for support.

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Getting Started continued…

  • Know your community.
    • What are their needs and how can you help them?
    • What does their past voting record look like?
    • What groups/associations exist within your community?

  • Ensure you understand your requirements as a candidate to get on ballot.
    • Timelines, reporting, ethics, filing, regulations, fees, contributions/finance, etc.
    • Refer to the Dept of State website and contact your local county office of elections.
    • Thoroughly read and take notes of all instructions.

  • Be intentional and purposeful.
    • Especially at beginning before you “announce”.

  • Identify a trusted circle/exec. committee.
    • Who can you count on? Who is reliable and responsible that you can trust? Who is honest and can provide honest feedback? Who can you consult with?

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Your Committee

“A group of 2 or more persons who join together for the purpose of raising, collecting, or expending money to be used in the aid of the election of a specific candidate for public office.”

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Who should & needs to be on your committee?

  • The committee must have a chairperson and a treasurer, who may not be the same person.
    • Chairperson’s responsibilities:
      • The chairperson of a committee is primarily responsible for managing the day-to-day activities of the committee. ← but this description is not “required”.
      • Name recognition.

    • Treasurer’s responsibilities:
      • Receiving and disbursing funds on behalf of the candidate(s). The treasurer of a committee may delegate authority, in writing, to assistant treasurers to receive and disburse funds collected on behalf of the candidate(s). The treasurer of a committee is responsible for filing campaign finance reports/statements and keeping records. 1
      • Should be detail-oriented, organized, responsive, have thorough knowledge of campaign finance laws.
  • These positions must be named on your official filing with the state “Political Committee Registration Statement”.

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yOUR cOMMITTEE CONTINUED…

Others to add to your “exec committee” (or responsibilities to fill):

  • Advertising Company
    • Logo & tagline creation, signage, website, securing advertising & slots, mailers, messaging, commercials, social media, photography, etc.
  • Political Strategist
    • Consultation for intentional planning, responding, messaging, and more. Offers insight, honesty, prep support for public appearances, debates, interviews, etc.
  • Campaign Manager
    • If your chair is not leading operations, who is managing day-to-day activities and ensuring all pieces of the campaign are in synch.
  • Volunteers
    • Rolling up your sleeves and doing the work.
    • Filling the gaps.
    • Know their strengths and weaknesses.

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Volunteers

The heart, energy, and face of your campaign.

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Where do you find volunteers?

Volunteers

Family

Voters you meet & connect with

“Veteran” Volunteers

(ask your party for support)

Organic/ Grassroots

Students

(HS & College)

Friends/Colleagues/Acquaintances

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Volunteers & campaign activities

Not an exhaustive list

General Activities

  • Petition signing/circulating
  • Fundraising
  • Phone banking
  • Stuffing mailers
  • Writing notes
  • Canvassing/lit drops
  • Election Day poll workers
  • Sign building, delivering, identifying
  • Office management
  • Social calendar
  • Attending/supporting/promoting/selling
  • Manning HQ

“Filling the Gaps”

Knowing their strengths

  • Local organizing/”community captains”
  • Grassroots/organic efforts/social media engagement
  • Social Media (content calendar)
  • Photography
  • Graphic design
  • Data entry
  • Transportation/buddy system
  • Runner

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Tips for Organizing & Managing Volunteers

Keep your volunteers engaged, included, and involved!

  • Hold regular meetings & share information (be intentional).
    • Schedule these at local establishments or online via zoom.
    • Recommend monthly starting in December.
    • Set expectations right out of the gate (goes back to - what do you want your campaign to look like/stand for?)
  • Always have an agenda and plan.
    • Start with a welcome and Pledge of Allegiance, provide updates including: social media asks, important dates, upcoming campaign & community events, opportunities to get involved, reminders, reports, news (such as endorsements to celebrate), etc.
  • Identify and assign leaders or captains for task forces/sub committees.
    • They should report to Chair or Campaign Manager.
  • Be responsive.
    • Set up process to take questions, recruit new volunteers, push out communication & reminders (e.g.: “Remind App”, “HootSuite”, Google Forms)
  • Educate/provide training when necessary.
    • Canvassing, phone banking, working the polls, talking points, etc.

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Your Role

  • Know everything that’s going on, but don’t micro-manage, trust your team.
    • Hold weekly exec. team meetings.
  • Everything is ultimately your responsibility.
    • Including campaign finance & reporting.
  • Face time with voters.
    • GET OUT THERE!
    • Ideas:
      • Have a shared social calendar (Google).
      • Know your community. Where are people?
      • Support local businesses.
      • Use buddy system/community captains.
      • Attend meetings of established associations & organizations
        • Email in advance to get approval.
        • Introduction of self & campaign & relate back to group.
          • Keep it short & concise, but memorable.
  • Pick up the phone and make calls/make asks ($)/seek endorsements.
  • Personalized notes to elected officials, thank yous, etc.

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How Can a Manager Support your role?

  • Managing, organizing, and preparing volunteers & all campaign activities
    • Identify hot spots, walking routes, potential voters, etc.
  • Setting agendas for volunteers & exec team meetings
  • Track and monitor dates, compliance, deadlines, etc.
  • Oversee social media, take pictures/promote candidate
  • Schedule and prepare for events/fundraisers, coordinate with hosts/venues, etc.
  • Receive receipts/request checks from treasurer, maintain lists of guests/donors at events
  • Communicate with volunteers and answer campaign questions
  • Consult/collaborate with to bounce ideas off of
  • Triage
  • Use data to drive decision making
  • Create target lists for media
  • Coordinate social calendar
  • Volunteer-like duties (another body to “get the job done”)

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Tools to improve efficiency

Remind

Hootsuite

Google Products

VoteBuilder

Social Media

& Boosting

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Questions?

Thank you!

larissa.cleary@gmail.com

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