What You’ll Learn
- How to create your campaign budget
- How to track your campaign’s expenses and incoming donations
- How to write a compliance plan for your campaign
Why This is Important
To make sure you don’t run out of cash before Election Day, your campaign needs a budget and a system to track donations and expenses. This course helps you build all of those systems, providing templates and tools to make it as straightforward as possible — even if math wasn’t your favorite subject in school.
Key Resources
- Budget Template (and Reference Guide for the Template)
- Sample Campaign Budget
- Common Campaign Expense Price Estimates from The Arena
- Expense Tracker Template (and Reference Guide for the Template)
- Contribution Tracker Template (and Reference Guide for the Template)
- Example Compliance Plan
- Getting Started Checklist — Includes many of the early steps to get your campaign set up
Related Trainings
- Calculating Your Vote Goal — You’ll want to calculate your vote goal, or how many votes you need to win, ahead of budgeting, as it will influence many aspects of your budget
- Building Your Network — If you haven’t already, we recommend that you take this course before “Budgeting & Financial Compliance” so you can assess the giving capacity of your network and have a ballpark estimate of what you can fundraise
- Writing Your Fundraising Plan — This course will help you to figure out how to raise all the money you’ve budgeted to spend
Share with friends