In 30 seconds
75M volunteer calls in 2016. Sanders started 2015 with about 3% name recognition, according to Becky Bond, and lost the 2016 and 2020 primaries.
A central, public plan; mass meetings that end with teams formed and tasks scheduled; volunteers doing staff work with a web dialer, texting and Slack.
Ask for something big, keep the strategy central, hand out the work and treat volunteers as leaders. The lesson traveled to the UK, Texas, Spain and Canada.
First steps
- Write the plan to win, with numbers, on one page
- Check with a lawyer the rules on contact, data and donations
- Open the sign-up page with consent
If you're new to this, start with the fundamentals, from the vote goal to what the research says. Read the fundamentals
Who did it
The model was built by a team that started on the margins of the campaign and told its story in a book, interviews and post-mortems.
The model was built by a team that started on the margins of the campaign and told its story in a book, interviews and post-mortems. Many later took the method to other campaigns.
Becky Bond
Senior adviser to the 2016 campaign; co-author of Rules for Revolutionaries
Designed the national volunteer-driven program and later took it to Beto O'Rourke's campaign in Texas in 2018.
SourcesZack Exley
Senior adviser to the 2016 campaign; co-author of Rules for Revolutionaries
Proposed the barnstorms, recruited the distributed team and co-founded Justice Democrats in 2017.
SourcesClaire Sandberg
Digital organizing director (2016); national organizing director (2020)
Led the distributed program in both campaigns, invented signing people up with a host at the meeting itself, and trained Podemos and Momentum.
SourcesCorbin Trent
Distributed team organizer (2016)
A Tennessee cook who sold his food trucks to organize full time and fine-tuned the barnstorm format.
SourcesSaikat Chakrabarti
Volunteer programmer, then director of organizing technology (2016)
Built the workflow for photographing and data-entering the sign-up sheets and co-founded Justice Democrats.
SourcesZack Malitz
Distributed team organizer (2016); Beto O'Rourke's field director (2018)
Coordinated volunteer-led barnstorms and built the O'Rourke campaign's open digital toolkit.
SourcesTim Tagaris
Digital fundraising director (2016)
Made small online donations the center of the campaign after a first day that beat expectations.
SourcesFaiz Shakir
Campaign manager (2020)
Ran a campaign of about $200 million and 1,100 people and later talked about the decisions he would make differently.
SourcesRevolution Messaging (Scott Goodstein)
The 2016 campaign's digital agency
Hired in May 2015 to run social media, online organizing, online fundraising, web design and digital advertising. Its founder, Scott Goodstein, had been external online director for Obama in 2008.
Sources
In their own words
What the organizers said about the method, in paraphrase or short quotes.
What the organizers said about the method, in paraphrase or short quotes.
People were just waiting to be asked “to do something big to win something big.”
Becky Bond and Zack Exley, Rules for Revolutionaries (2016), quoted in Tim Ellis's post-mortem, 2021
The goal was to turn mass enthusiasm into disciplined volunteer teams; 99% of the leadership was volunteer and peer to peer.
Zack Exley, Interview with Micah Sifry, The Nation, Mar 14, 2016
In the big data era, a handful of experts went looking for gains at the margins. In big organizing, scale is limited only by the appeal of the ideas.
Becky Bond, Interview with Micah Sifry, The Nation, Mar 14, 2016
Only a volunteer-powered movement could reach the 46 states where the campaign had no staff.
Becky Bond and Zack Exley, Interview with AlterNet, Dec 23, 2016
6 more quotes
All it took was a sheet of paper with the host's name and blocks for people to sign up. “That social contract became super powerful.”
Corbin Trent, Ryan Grim, The Intercept, May 28, 2019
In 2016 the team arrived late: “We only built the runway right before we ran out of it.” By Iowa, only 1 million of the calls had been made.
Claire Sandberg, Ryan Grim, The Intercept, Jan 3, 2020
Friend-to-friend organizing: “It only works if you can systematize it.” Distributed work complements the traditional field program, the way online retail complements the store.
Claire Sandberg, Ryan Grim, The Intercept, Jan 3, 2020
“Turnout is persuasion”: many people don't vote because they see no reason to, and they need an invitation.
Becca Rast, national field director (2020), Ryan Grim, The Intercept, Jan 3, 2020
“The strategy is centralized, but the work is distributed.” And: try out every action yourself before you ask volunteers to do it.
Tim Ellis, 2016 campaign organizer, The Bernie blueprint, CCPA, Jun 1, 2021
Success came from the candidate's authentic message, not just the technology. “You don't have to be a millionaire.”
Tim Tagaris, Panel at Southern Illinois University, Daily Egyptian, Sep 29, 2016
The story
In 2016 the campaign ran on two tracks: a traditional field program with paid staff in the early states and, on the side, a distributed…
In 2016 the campaign ran on two tracks: a traditional field program with paid staff in the early states and, on the side, a distributed organizing experiment for all the others. When enthusiasm exploded, the experiment became the voter contact machine.
- 75M
- volunteer calls in 2016, according to Bond and Exleycampaign figure
- ~1,000
- barnstorms in 2016, about 650 of them volunteer-ledcampaign figure
- $27
- average donation in January 2016campaign figure
- 88M
- texts sent by the 2020 campaign through the end of 2019campaign figure
From 2015 to 2020
- Jul 2015Exley and Sandberg join the campaign. More than 100,000 supporters gather at 3,500 events.
- Oct 2015First round of barnstorms in Tennessee. Between 10% and 20% volunteer to host, but almost nobody holds the event they promised.
- Dec 2015At a retreat in Seattle, Sandberg proposes connecting hosts and attendees at the meeting itself. In January, in Asheville, North Carolina, the sheet of paper is born.
- Feb 9, 2016Sanders wins New Hampshire with 60.4%. In the 18 hours after polls close, the campaign raises more than $5.2 million.
- Mar 8, 2016Michigan: with polls showing a 20-point deficit, the teams report almost 3 million calls in the last week. Sanders wins by about 1.5 points.
- Mar 13, 201636 million calls in total, more than 1 million a day; 600 barnstorms and 22,000 phone banks run by volunteers.
- Jun–Jul 2016Clinton becomes the presumptive nominee, with 54% of pledged delegates. Sanders endorses her on July 12.
- 2017–2018The model spreads: Momentum in the UK, Justice Democrats and Ocasio-Cortez in New York, Beto O'Rourke in Texas.
- Apr 27, 2019Second campaign: almost 5,000 launch events in one day and the debut of the BERN app. Sandberg takes charge of all organizing.
- Feb–Apr 2020Sanders leads the popular vote in Iowa, New Hampshire and Nevada, loses from Super Tuesday onward and suspends his campaign on April 8.
Three layers
The distributed program worked alongside two other layers.
- Traditional fieldPaid staff and offices in the early states. By 2020 there were more than 800 staffers, 250 of them in Iowa.
- Distributed organizingA small team with a plan, scripts and tools, and volunteers who did the rest: barnstorms, phone banks, texting, door-knocking.
- Autonomous ecosystemFacebook groups, Reddit, volunteer programmers and sites like FeeltheBern.org, built by 125 volunteers in 32 days, without the campaign.
What isn't known. The numbers vary between sources: Bond and Exley cite 75 million calls and 8 million texts in 2016; Sandberg cites 85 million calls.
No published study isolates the program's effect on votes, and the Michigan win had many causes. The model didn't win the nomination in 2016 or in 2020.
The terrain
US primaries vote state by state over several months.
US primaries vote state by state over several months. At the start, the Sanders campaign had staff in only a few states and had to reach the rest without big-donor money or super PACs.
Platforms
- Web dialer
- Any volunteer could call voters in another state from home, with a script on screen. It worked because the US has voter files with phone numbers and a phone-banking culture.
- Peer-to-peer texting
- Volunteers sent messages one by one (in 2016, with Hustle) and replied to the conversations. It was used to get people to phone banks and door-knocking.
- Slack
- The “Bernie Builders” workspace brought together thousands of volunteers in national roles, alongside staff, in the same channels. In 2020 it was still where memos to top volunteers circulated.
- Facebook and Reddit groups
- About 200 groups with more than 358,000 members in March 2016 and a subreddit with more than 500,000 subscribers. They were born outside the campaign, which didn't control them.
- Email and online donations
- The email list was the backbone of fundraising: millions of small donations through the ActBlue platform, averaging $27 in January 2016, while turning down super PAC money.
- BERN app (2020)
- Volunteers looked up friends and neighbors in the voter file and recorded each one's level of support; the data went into the campaign's database. The conversation itself was personal.
Local conditions
- A long calendar of primaries and caucuses, state by state, with dozens of states without staff at the start.
- Public or purchasable voter files with phone numbers, and rules that allow calls and texts sent by people.
- A candidate with about 3% name recognition at the start, according to Becky Bond, and no super PACs: the campaign depended on small donations.
- A young, connected base willing to work for free, including programmers who built tools.
- The party establishment and most institutional endorsements were with his opponent.
The method
Becky Bond and Zack Exley distilled the experience into 22 rules in the book Rules for Revolutionaries (2016).
Becky Bond and Zack Exley distilled the experience into 22 rules in the book Rules for Revolutionaries (2016). In 2020, Claire Sandberg kept the foundation and added leadership roles and friend-to-friend organizing.
Three fronts
- Ask for something big
- A plan to win, laid out with numbers, and an ask to match: not “put up posters” but “run a phone bank every week”.
- Central plan, distributed work
- The central team sets the strategy, targets, scripts and tools. The tasks go to volunteer teams who work where and when they can.
- Real contact with voters
- Enthusiasm becomes conversations: calls, texts answered by people, door-knocking and, in 2020, conversations with friends and neighbors logged in an app. With lists chosen by the plan (states voting next, supporters who might stay home, undecided voters who turn out), not by the volunteer.
The barnstorm cycle
Every new region joined the campaign through the same cycle, repeated hundreds of times, first by staff and then by volunteers.
- Invite Email and text every supporter in a city: come hear the plan to win.
- Explain the plan At the meeting: the strategy, the theory of victory and why what counts now is talking to voters, not handing out flyers.
- Ask for hosts Who will organize a phone bank or a door-knocking outing? Volunteers stand up and pitch their event in a sentence or two.
- Sign up on the spot Each host gets a sheet with their name; everyone else signs up on one. Nobody leaves without a task scheduled.
- Execute Phone banks at home with the dialer, texting, door-knocking. People are talking to voters from the very first session.
- Record The sheets are photographed and sent in; other volunteers enter the data so the campaign can track the events.
- Promote People who deliver take on more: they lead the team, run the next meeting, provide support on Slack.
- Repeat The new leaders run barnstorms in other cities. The cycle starts again, bigger.
And again.
Toolkit
The people, tools and words you need to run the model in a candidacy, a union or a cause.
The people, tools and words you need to run the model in a candidacy, a union or a cause.
Choose your country to see the equivalent tools and the legal points to check.
Operations
In 2016 the campaign avoided giving volunteers titles; in 2020 it created roles with hour commitments, training and a coach. Both models worked, but the second was more predictable.
Minimum team
- Core team
- A few paid staff who write the plan, targets, scripts and toolkit. They don't do the work: they prepare the people who do.
- Barnstormers
- Organizers who travel or run video calls to open up new regions. Staff at first, then trained volunteers.
- Hosts
- Volunteers who organize phone banks, door-knocking outings or house meetings every week.
- National volunteer teams
- They answer emails and messages, provide dialer support by chat, load the daily texting lists and enter data from the sheets.
- Texting team
- In 2016, about 1,200 volunteers sent messages one by one and replied to the conversations.
- Volunteer tech
- Programmers who connect commercial tools to each other and build what's missing, like the event map.
- Captains (2020 model)
- Volunteers with 10 hours a week, one hour of training a week, 30 minutes with a coach and a signed commitment.
Rhythm
- Every dayNew lists loaded into the texting system, dialer open, chat support. In the final stretch of 2016, more than 1 million calls a day.
- Every weekA phone bank or door-knocking session for each local team; training and a coaching call for captains.
- In every new regionBarnstorm: plan, hosts, sign-ups. Before the local vote, not after.
- At every phaseA national call with the candidate and a concrete ask. In August 2019, 7,000 people on one call created 1,600 house meetings in under a minute.
Start early. In 2016 most of the distributed team wasn't hired until January, and only 1 million of the calls had been made by Iowa.
Plan B
- A central document (toolkit) that answers the recurring questions and that everyone consults.
- Paper for when tech fails: the sign-up sheet worked better than any form.
- Shared access with clear limits: more than one person knows how to run each tool.
- Tools the campaign doesn't control (groups, servers) with written community rules from the start.
- A plan to hand the network over to an organization after the election.
Technology
Rule 21 of the book: put cheap consumer software at the center and use your own code only to connect the pieces.
- Sign-up page and email listFree to tens of euros/month
Supporter registration with consent; it's where invitations to barnstorms and donation asks go out from.
- Event mapFree to low cost
Any host can post their event and anyone can find the nearest one. In 2016 it was built by volunteers.
- Web dialerPaid per minute or per license
Calls from home with a script on screen and responses logged. Tools like CallHub or ThruTalk do this today.
- Peer-to-peer textingPaid per message
A volunteer sends each message and replies to whoever replies. Only for legal lists, and with consent where the law requires it.
- Slack or DiscordFree on the basic plan
Channels by team and by task, staff and volunteers in the same space. Where WhatsApp or Telegram dominate, communities with subgroups.
- Calls and live streamsFree to low cost
National calls with thousands of people, live polls to find out who will host, candidate streams for house meetings.
- Friend-to-friend organizing appBuilt in-house or licensed
Each volunteer lists friends and neighbors and records their support. It requires strong privacy rules.
- Shared spreadsheets and boardsFree
Google Sheets, Docs and Trello for the toolkit, the event log and entering data from the sheets.
- Online donationsPer-transaction fee
A simple donation page, linked from every email and event. Small, frequent asks.
Log columns
Date · Event type (barnstorm, phone bank, door-knocking, house meeting) · Host · Signed up · Showed up · Calls, texts or doors · Real conversations · New hosts · Next event scheduled
The software is cheap; what's expensive is call minutes, messages and the staff who prepare the volunteers. In 2020 the campaign asked volunteers in states voting in March to switch from phones to door-knocking and conversations with friends, partly because of the cost of millions of calls and texts.
Communication
The tone is a serious invitation to a big job. The promise isn't “help however you can”: it's “this is what it takes to win, and we need you for this”.
The formula for the ask
- The plan How you win, in a sentence or two and a number.
- What's missing How many conversations, how many doors, how many hosts.
- The ask A concrete, big task: organize, don't just show up.
- When and where Day, time and place, or the dialer link.
- With whom The host and the team: nobody works alone.
- Commit on the spot Sign up immediately, by name, in front of everyone.
- Follow-up A reminder before the event and a thank-you with the results afterward.
Rules for writing and conversation
- Share the plan honestly. The more people know about what's needed, the more they can help.
- Real conversation, never a recording: whoever calls or writes is a person who listens and responds.
- Start with your story: why you're in this. The 2020 campaign put personal stories into the scripts and at the doors.
- Persuading non-voters is persuasion too: many don't vote because nobody gave them a reason.
- Simple, reusable scripts that a new volunteer can learn in minutes.
- Talk to people who think differently without fighting. A friendly conversation is worth more than an online argument.
- The fight against racism belongs in the message to everyone, not in a separate chapter.
- Celebrate the team's numbers: events held, conversations, new hosts.
Example
Hi Ana! It's Pedro, a campaign volunteer in Campinas. To win we need 40,000 conversations with voters by the 30th, and we're at 12,000. On Thursday at 7 p.m. we're holding a meeting to form the city's teams: we'll explain the plan and everyone leaves with a phone bank scheduled. Can you make it? Reply YES and I'll send you the address. To opt out, reply STOP.
Take it to your context
The model was designed for US primaries, but it has already been adapted to the UK, Spain, Canada and state-level campaigns.
The model was designed for US primaries, but it has already been adapted to the UK, Spain, Canada and state-level campaigns. The tools and the lists change with the law and the culture.
Works anywhere
- A plan to win, public and with numbers, that volunteers know.
- Mass meetings that end with teams formed and events scheduled.
- Volunteers doing staff work, with defined access and responsibilities.
- A central document that answers the questions and is updated by everyone.
- Small donations as the financial base and as a form of participation.
- Start building months before the date that matters.
- Protect the group's culture: deal with people who dominate and drive others away.
Depends on context
- Voter files with phone numbers
- In the US, campaigns can access voter files with contact details. In the European Union and Brazil, use only your own lists built with consent, and conversations between friends and neighbors.
- Calls and texts to strangers
- Where the law bans unsolicited contact (GDPR, ePrivacy, LGPD), switch to calls to signed-up supporters, door-knocking and personal messages to people you know.
- Slack
- Where WhatsApp or Telegram dominate, use communities with groups per team and an announcements channel; Discord for younger bases.
- A state-by-state primary calendar
- In systems with constituencies or districts, point volunteers to the contested seats, like Momentum's “My Nearest Marginal” website in 2017.
- Small online donations
- Check limits, donor identification and bans on foreign donations. Where there's public financing, donations matter mostly as a commitment.
- In-person barnstorms
- In large or sparsely populated areas, run them by video call, with a live poll, to find out who will host.
Moves to take with you
Pick the moves that fit your campaign and add them to your kit to combine with moves from other playbooks.
Pick the moves that fit your campaign and add them to your kit to combine with moves from other playbooks.
-
Ask for something big, with a public plan
The campaign told volunteers the plan to win, with numbers, and asked for a task to match: host a phone bank every week, not put up posters. In 2016, volunteers made about 75 million calls.
How to set it up, step by step
- Works when
- It works when there is real enthusiasm for a cause or candidate and a goal you can count (conversations, doors, hosts).
- Don't use when
- It fails without existing enthusiasm, or with a plan you can't share: a big ask without honest numbers comes across as exploitation.
- Week −14 Write the plan to win on one page, with the number of conversations needed
- Week −13 Test every action yourself before asking volunteers to do it
- Week −13 Write simple scripts for calls, doors and texts
- Week −12 Publish the plan and a counter of what's left on every channel
- Week −8 Hold a national call with a concrete ask at each phase
- Week −4 Update the counter weekly and celebrate the team's numbers
- 1 week(s) after Thank people with the result and announce what happens next
Team
- Core team: writes the plan, goals and scripts
- Plan spokesperson: explains the ask on calls and at meetings
- Data: updates the counter of what's left
What to measure: Real conversations held against the plan's goal, with the weekly gap to it.
Risks to watch: Abusive targets burn volunteers out: ask for a lot, but honestly, without pressuring anyone or using volunteers for work the law says must be paid.
-
A barnstorm that ends with teams formed
Mass meetings where the plan is explained, volunteers stand up to host, and everyone leaves signed up on someone's sheet. In 2016 there were about 1,000 barnstorms, around 650 of them led by volunteers.
How to set it up, step by step
- Works when
- It works for opening regions with no staff, when there are signed-up supporters in the area and weeks to go before the local vote.
- Don't use when
- It fails after the region has voted, or if nobody leaves with an event booked: in 2015, without the sheet on the spot, almost no host held the promised event.
- Week −11 Invite every signed-up supporter in the city by email and text
- Week −11 Prepare a 15-minute plan presentation and one sheet per host
- Week −10 At the meeting, explain the plan and ask hosts to introduce themselves in one line
- Week −10 Sign every participant onto a host's sheet before they leave
- Week −10 Photograph the sheets and log them the same day
- Week −9 Run each team's first phone bank or canvass that same week
- Week −7 Train the new hosts to run barnstorms in other cities
Team
- Barnstormer: presents the plan and asks for hosts
- Hosts: run one event a week
- Data entry team: types up the sheets and tracks events
What to measure: Events that actually happen in the week after each barnstorm, against those booked on the sheet, and how many people show up to them.
Risks to watch: Without follow-up the energy scatters: log the sheets the same day and call every host before their first event.
-
Volunteers doing staff work
National volunteer teams answered messages, supported the dialer, loaded lists and typed up sheets, alongside staff in the same Slack. In 2020, captains with 10 hours a week, training and a coach made the work more predictable.
How to set it up, step by step
- Works when
- It works when the paid team is small and there are trusted volunteers ready to take on set hours and responsibilities.
- Don't use when
- Don't hand out access to data or tools without a clear role, limits and training, and don't rely on a single person to run each tool.
- Week −14 Create the central document (toolkit) that answers the usual questions
- Week −13 Open the team space, with channels per task and community guidelines
- Week −12 List the staff tasks volunteers can take on
- Week −9 Invite the most reliable volunteers into roles with set hours
- Week −8 Give every leader weekly training and a coach
- Week −6 Make sure more than one person can run each tool
- Week −2 Plan to hand the network over to an organization after the vote
Team
- Core team: defines tasks, access and limits
- Captains: take on weekly hours and a team
- Coaches: check in with each captain every week
- Moderation: enforces the community guidelines
What to measure: Shifts completed by volunteers in defined roles (hours done, not promised) and how many roles have at least two trained people.
Risks to watch: Open spaces attract conflict and harassment: write community guidelines from day one, with someone to enforce them, and never pressure anyone with abusive targets.
-
Friend-and-neighbor conversations, with a system
In 2020 each volunteer listed friends and neighbors, talked to them personally and logged their support in an app. Campaign leaders argued that these conversations and door knocking paid off more, and cost less, than the sheer volume of calls and texts.
How to set it up, step by step
- Works when
- It works where the law limits contact with strangers and volunteers have their own networks in the area that decides.
- Don't use when
- Don't use it if you can't protect the data: logging information on people who never signed up, without clear rules, is invasive, and the BERN app was criticized for exactly that.
- Week −10 Agree with a lawyer what data can be logged and how
- Week −9 Pick a logging method with minimal data and restricted access
- Week −8 Ask each volunteer for the list of friends and neighbors they'll talk to
- Week −8 Train the conversation: start with your own story, listen, invite
- Week −6 Log only what's needed after each conversation
- Week −1 Go back to supporters to remind them of place, time and transport
- 2 week(s) after Delete data that's no longer needed after the vote
Team
- Volunteers: talk to their own network
- Relational coordination: trains volunteers and follows up the lists
- Data lead: ensures minimal data, consent and deletion
What to measure: Real conversations with people in their own network per volunteer, and how many end in a commitment to vote or help.
Risks to watch: Third-party data and political opinions are sensitive: minimize, explain the use, never share contacts, and comply with the GDPR, LGPD or local law.
Practice
Rehearse with the case's missions and situations.
Decide like the team
Six real moments from the 2016 and 2020 campaigns. Choose what you'd do and see what happened.
12-week plan
The model's sequence, laid out as a checklist.
The model's sequence, laid out as a checklist. Your progress is saved in this browser.
Weeks 1–2: Foundation
Weeks 3–5: Barnstorms
Weeks 6–8: Teams in action
Weeks 9–10: Scale the leadership
Weeks 11–12: Final stretch
Rules
Volunteers talk to voters as themselves.
Volunteers talk to voters as themselves. Faking that, contacting people without permission or exposing data destroys trust and hands your opponent weapons.
- Consent to contact
- Calls and texts only to people the law allows. In the US there are federal rules on texting and autodialers; in the EU, the GDPR and the ePrivacy Directive; in Brazil, the LGPD and the TSE's rules.
- Say who's speaking
- Whoever calls or writes identifies themselves and the campaign. Always with a way to opt out.
- Handle friends' data with care
- Friend-to-friend organizing apps touch the data of people who never signed up. When the BERN app launched, critics called it invasive: it compiled data on people who had no way to opt out. Minimize data, explain how it's used, don't share contacts.
- Real people only
- No fake accounts, bots, bought accounts or automated messages pretending to be people.
- Money in the open
- Respect limits, donor identification and the ban on foreign donations. Disclose everything.
- Volunteering is voluntary
- Don't use volunteers to cover work the law requires you to pay for, and don't pressure anyone with abusive targets.
- A safe space
- Written community rules against harassment and discrimination, with someone to enforce them.
- Local law
- In the European Union, since October 2025 Meta has not accepted political, electoral or social-issue ads, and Google has stopped serving political ads as the regulation defines them. Regulation (EU) 2024/900 requires labels and transparency notices on paid political ads and allows targeting only with explicit consent and without sensitive data. Volunteer work and your own unpaid posts are outside it. Check with a lawyer before you start. See the “Law and platforms in the European Union” section in Fundamentals.
Limits
What this method doesn't do, and when it fails.
- It didn't win
- Sanders lost the nomination in 2016, with 46% of pledged delegates, and in 2020, after Super Tuesday. Organizing doesn't replace electoral support among the groups that decide.
- Too many calls
- Tens of millions of calls and texts are impressive, but in 2020 the campaign itself concluded that conversations between friends and door-knocking delivered more. Experiments say the same: campaign contact rarely persuades in general elections (Kalla and Broockman), and what matters is the quality of the conversation: asking for a voting plan raised turnout by 4.1 points (Nickerson and Rogers).
- Starting late is costly
- In 2016 the program reached scale after the first states had already voted.
- Without structure, energy scatters
- In 2016 volunteers had no titles or management roles. In 2020 the campaign created captains with set hours, training and a coach.
- Internal tensions
- There were conflicts between teams, such as Sandberg's departure from Our Revolution in 2016, and former organizers later called for more internal democracy and accountability.
- It depends on enthusiasm
- The model amplifies a candidate or cause that already mobilizes people. Without that, there are no volunteers to distribute work to.
- The bet on new voters didn't pay off
- In 2020 the strategy counted on a wave of young people and infrequent voters. After Super Tuesday, Sanders himself admitted he had not brought in young voters as he had hoped; in exit polls, under-30s made up no more than 20% of the electorate in any of the 14 states. A theory of victory built on non-voters has to be tested early, with data.
Check yourself
Five questions to lock in the essentials.
Five questions to lock in the essentials.
Go further
Free materials from organizations that train organizers, linked to this case.
Free materials from organizations that train organizers, linked to this case.
- The Mobilisation Cookbook
Recipes for people-powered campaigns: how to move supporters from clicks to taking on tasks and leading. Use it to design your engagement ladder.
- Organizing Guide: People, Power, Change
The community-organizing handbook based on Marshall Ganz: relationships, narrative, team structure, strategy and action.
- Engagement Pyramid
Visual tool to map a supporter's levels of engagement, from observing to leading, and plan how to move them up.
4 more
- Campaign Strategy Workbook
Workbook with tools, theory and templates to set a campaign's goals, targets and escalation. Built for organizers and strategy coaches.
- Steps in a One-on-One Organizing Conversation
Step-by-step outline of the one-on-one organizing conversation: inviting someone in, uncovering motivations and making a concrete ask. Use it to train volunteers.
- Beyond the First Click: How Today’s Volunteers Build Power for Movements and NGOs
Research on what makes volunteers stay and grow in movements and NGOs. Read it when designing what happens to volunteers after they sign up.
- EBOOK: Leading Groups Online
Free book on facilitating online meetings and trainings where all take part: breakouts, roles, energy and large groups.
Sources
This playbook was built mainly from the organizers' book and interviews, campaign press releases and reporting based on interviews with the…
This playbook was built mainly from the organizers' book and interviews, campaign press releases and reporting based on interviews with the team, accessed on October 26, 2026.
42 sources
Who did it
- Chelsea Green: Rules for Revolutionaries (book page) 2016-11-07
- The Nation: Micah Sifry: How the Sanders Campaign Is Reinventing the Use of Tech in Politics (interview with Bond and Exley) 2016-03-14
- AlterNet: Rules for Revolutionaries: interview with Becky Bond and Zack Exley 2016-12-23
- The Vermont Conversation: Becky Bond and Zack Exley 2016-11-16
- Wild Culture: excerpt from Rules for Revolutionaries 2017-04-16
- CCPA: Tim Ellis: The Bernie blueprint, the nuts and bolts of distributed organizing 2021-06-01
- Daily Egyptian: Tim Tagaris and Zach Schneider on technology and digital fundraising 2016-09-29
- Pro Politics: Faiz Shakir on Bernie Sanders 2020 2021-05-18
- Democracy in Action: campaign press release: organizing launch and the BERN app 2019-04-27
- American Presidency Project: press release: 1,600 “Plan to Win” house meetings in under a minute 2019-08-30
- American Presidency Project: press release: 1 million contacts in Iowa 2019-09-28
- Weblogsky: Zack Exley on “The New Organizers” (Obama 2008) 2008-10-10
- Tribune: Momentum's election gameplan (interview with Emma Rees) 2019-11-16
- Jacobin: Tristan Bock-Hughes: The Bernie Sanders Campaign Should Have Gone Further 2020-06-23
- Jacobin: Arievitch, Narode and Mora: More Democracy Would've Made It More Effective 2020-07-06
- American Presidency Project: campaign press release: $5.2 million in 18 hours after New Hampshire 2016-02-10
- Bernie 2016 (p2016.org archive): Revolution Messaging to Lead Digital Efforts For Bernie Sanders' Presidential Campaign 2015-05-06
Data
- Wikipedia: Bernie Sanders 2016 presidential campaign
- Wikipedia: Bernie Sanders 2020 presidential campaign
- Wikipedia: Justice Democrats
- Wikipedia: Hustle (texting company)
- Wikipedia: ActBlue
Press
- New Statesman: Is Momentum's M.app the future of political organising? (mynearestmarginal.com, 2017) 2017-09-22
- The Intercept: Sanders campaign tells volunteers to back off phone calls 2020-01-26
- NBC News: Sanders 2020 campaign unveils app to increase its voter database 2019-04
- HuffPost via Yahoo: Bernie Sanders hails volunteer army as advantage over rivals 2019-08
- The American Prospect: Political revolution 2020 relies on massive volunteer organizing 2019-07-17
- The Nation: D.D. Guttenplan: These People Are the Secret to Bernie Sanders's Success 2015-10-07
- Benton Institute / NYT: Legion of tech volunteers lead a charge for Bernie Sanders 2015-09-03
- Texas Observer: How Beto built his Texas-sized grassroots machine 2018-12-03
- BuzzFeed News: A top adviser to Beto O'Rourke has left his presidential campaign 2019
- The Intercept: New Bernie Sanders app democratizes organizing, and panics people unfamiliar with organizing 2019-04-29
- NPR: Bernie Sanders' Call For Young Voters Isn't Working Out The Way He Planned 2020-03-06
Analysis
- The Intercept: Ryan Grim: How Bernie Sanders accidentally built a groundbreaking organizing movement 2019-05-28
- The Intercept: Ryan Grim: A New Electorate 2020-01-03
- The Guardian (via PressReader): The secret behind the Sanders campaign: people before tech 2020-02-10
- Novara Media: 4 things UK organisers can learn from Beto 2018-11-08
- Red Pepper via Portside: Momentum is getting ready to help Labour win the next election 2017-07-24
- Activist Handbook: summary of the 22 rules in Rules for Revolutionaries
- MobLab: Big organizing guide to 2017 and beyond
- SSRN: Kalla & Broockman, The Minimal Persuasive Effects of Campaign Contact in General Elections (American Political Science Review) 2017
- Nickerson & Rogers: Do You Have a Voting Plan? Implementation Intentions, Voter Turnout, and Organic Plan Making (Psychological Science, PDF) 2010
Image: Ali Shaker / Voice of America, Public domain (US government work), via Wikimedia Commons
Updated 26 October 2026
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