Staffing Call Time - National Democratic Training Committee

Staffing Call Time

By Dallas Thompson
2–3 hours

What You’ll Learn

  • How to develop strategies to motivate your candidate to persevere toward fundraising goals
  • How to take notes in call time
  • How to categorize different types of pledges
  • When to escalate a donor to an in-person meeting, and then prepare your candidate for the meeting
  • How to write the call time section of your fundraising plan

Why This is Important

Call time is the greatest revenue generator your campaign has. But how do you maximize its effectiveness? By keeping your candidate motivated and on the phone and taking good notes that you can use for follow-up.

Key Resources

  • Chart of Pledge Classifications and Follow-up
  • Campaign Rolodex Template
  • Nicole Strong’s Campaign Rolodex Spreadsheet
  • Meeting Briefing Template
  • Meeting Briefing Example
  • Fundraising Plan Template

Related Trainings

  • Preparing for Call Time — Learn to do the research and create the call sheets that your candidate needs for call time
  • Thanking & Following Up with Your Donors — Your work is just beginning when your candidate hangs up the phone — this course will help you create the follow-up systems you’ll need to collect contributions and maintain relationships with donors

Dallas Thompson


Dallas Thompson is the Founder and CEO of Bright Compass, a boutique HR firm for political campaigns and progressive workspaces. Bright Compass focuses on anti-harassment training, leadership coaching, and comprehensive HR and Operations support to create inclusive organizations that live up to their values while executing on their mission.

Dallas brings more than a decade of management and fundraising experience from both the political and nonprofit fields, including as Chief of Staff for STG (formerly Smoot Tewes Group) in Washington, D.C. In 2016, she was Hillary Clinton’s Operations Director in North Carolina, where she oversaw operations of a 400-strong team working to elect Democrats up and down the ticket. Dallas has also served as Finance Director for the New Hampshire Democratic Party, National Director of Fundraising Development for the Leadership for Educational Equity, and Development Director for the New Organizing Institute. Dallas is a proud AmeriCorps alumna.