Sample Phone Bank Checklist

This resource is a part of NDTC’s Phone Banking Toolkit, which has sample documents that can be edited and adapted to a campaign. Add a shortcut to this toolkit to your Google Drive, or download all of these documents from the toolkit folder itself.

The Phone Bank Checklist ensures that all necessary preparations and follow-up tasks are completed for a successful phone banking session. It outlines key tasks before and after the phone bank, such as confirming the venue, creating call lists, and entering data into the campaign database. By following this checklist, campaigns can efficiently manage their volunteers, collect accurate data, and ensure smooth phone banking operations.

To learn more about Field tactics for voter contact and the contents of the Phone Banking Toolkit, check out our "Fundamentals of Field Tactics" course.