ARENA Progress to Goal Report [GOOGLE FORM ONLY] v3
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Arena
We convene, train, and support the next generation
of candidates and campaign staff.
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Progress to Goal Report
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Throughout any campaign, it is important to set out a strategy with concrete goals for holding quality conversations with voters. It is equally important to measure the progress to goals to ensure the campaign stays on track and adjusts as needed. This template will help your campaign integrate your goals and outreach in one place where campaign leadership can monitor progress.
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This report tracks volunteer recruitment, persuasion, turnout, and voter registration metrics. Your program may only focus on a few of these metrics, but the report is meant to be flexible enough for you to customize to your campaign.
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We understand that managing a CRM can be difficult for smaller campaigns without a dedicated data manager. So, with that in mind, we have made this version of this report where soft numbers can be entered by organizers via a Google form, rather than exported from VAN.
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For more information on how to track your GOTV volunteers in MyCampaign please see our guide.
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Copying This Workbook
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< File
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<Make a copy
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<Rename & select your personal Google Drive
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<Select OK
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Report Setup
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Use this step by step guide to setup and customize your report
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Copy this Google Form template to record voter contact and volunteer recruitment data
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Navigating Cells in This Workbook
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Edit yellow cells to enter in your regions and organizers.

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Edit blue cells to select your metrics and assign goals to your organizers in the "Report Setup tab." Change report view via dropdown to This Week, Last Week, and Next Week on PTG tabs.
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Grey cells should not be edited. These cells contain formulas to calculate goals for each metric by organizer.
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Grey cells should not be edited. These cells contain formulas to calculate metrics for This Week, Next Week, and Last Week.
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Navigating Tabs in This Workbook
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Report SetupInput your regions and organizers, select your metrics for volunteer recruitment, persuasion, turnout, and voter registration. Allocate your goal percentages to organizers.
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GoalsCopy and paste in your goals from your Arena Organizing Goals Calculator into the "Goals" export tab here.
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PTG Vol RecruitmentView the progress to your recruitment goals. Use the dropdown to see the goals for last week and to look ahead to next week's goals.

This tab will display three percent-to-goal pie charts for your top three metrics and show contact rates for phone recuritment.
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PTG PersuasionView the progress to your persuasion goals here. Use the dropdown to look back at goals for last week and ahead to next week's goals.

This tab will display three percent-to-goal pie charts for your top three metrics and show contact rates for phones and doors.
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PTG TurnoutView the progress to your turnout goals here. Use the dropdown to look back at goals for last week and ahead to next week's goals.

This tab will display three percent-to-goal pie charts for your top three metrics and show contact rates for phones and doors.
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PTG Voter Registration
View the progress to your registration goals here. Use the dropdown to look back at goals for last week and ahead to next week's goals.

This tab will display two percent-to-goal pie charts for your top three metrics and show voter registration collected per volunteer shift.
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GFORM_DATAThis tabe takes data from the Form Responses tab and preps it for the rest of the report document. Column A in this sheet classifies responses as either This Week or Last Week.

Cells B2 through AB2 contains Array Formulas that grabs data from the Form Responses tab. We do this to allow users to sync their own form to this report without having to recreate formula in column A or the Name Data Ranges that are used in formulas on PTG tabs.
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Helpful Tips in the Doc
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Where you see the "+" sign, you can expand rows vertically and horizontally to show more data or helpful tips about the spreadsheet.
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