Sample Text Bank Checklist

This resource is a part of NDTC’s Text 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.

This Text Bank Checklist helps ensure that your campaign is fully prepared for a smooth and successful text banking operation. It covers key tasks before the event, such as confirming the venue, signing up volunteers, and setting up the texting platform, as well as materials needed for the event. Afterward, it focuses on re-shifting volunteers, thanking them, and uploading the collected data into the system.

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