In 30 seconds
About 53% and 365 electoral votes. Barack Obama won the Democratic primaries and then the November 4, 2008 election.
13 million email addresses, around 4 million donors. The digital division carried the same weight as field, finance and communications.
Field was built on community organizing: Camp Obama, paid organizers, fellows and neighborhood teams with defined roles across the battleground states.
Digital recruits; fast human contact, training in personal storytelling and local teams with goals and data turn a sign-up into a leader.
Ganz calls spontaneous self-organization a myth.
First steps
- Check with a lawyer the rules on data, messaging and donations in your country
- Map priority neighborhoods using public results by polling station
- Publish 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
Sources: what the organizers themselves wrote and said in articles, interviews, talks and books, and research that interviewed dozens of them.
Sources: what the organizers themselves wrote and said in articles, interviews, talks and books, and research that interviewed dozens of them. Press coverage confirms dates and numbers.
Marshall Ganz
Organizer (civil rights movement, United Farm Workers) and Harvard lecturer; helped design Camp Obama
Built the two-and-a-half-day trainings that launched leadership teams with the campaign, and taught volunteers to tell their own story (of self, of us, of now).
SourcesTemo Figueroa
National field director in the primaries; former union organizer
Insisted that volunteers be trained in organizing before being sent out to do the legwork, and brought Ganz in to run the trainings.
SourcesJon Carson
National field director
Started Camp Obama in Chicago and ran the field structure that used neighborhood teams at national scale in the general election.
SourcesJeremy Bird
Field director in South Carolina (primaries), then in Ohio
Tested the house-meeting and neighborhood-team model in South Carolina and, in Ohio, measured organizers by the leaders they developed, not the contacts they made.
SourcesJoy Cushman
Organizer; brought the team model to South Carolina and ran the fellows program
Coordinated the training of 3,600 Obama Fellows in the summer of 2008, with a 368-page manual.
SourcesJoe Rospars
New Media director; co-founder of Blue State Digital
Ran everything online: design, video, mass email, text messaging, ads, online organizing and fundraising.
SourcesChris Hughes
Director of online organizing; Facebook co-founder
Led my.barackobama.com (MyBO), the campaign's social network for creating events, groups and fundraising pages.
SourcesDavid Plouffe
Campaign manager; author of The Audacity to Win (2009)
Put digital at the heart of the campaign as a division in its own right, and bet on an operation powered by ordinary people.
Sources
In their own words
What the organizers said about their own work.
What the organizers said about their own work. Paraphrased, except for the short quotes in quotation marks.
People came to Camp Obama expecting to learn Obama's story. They learned to tell their own, because that is what connects one person to another.
Marshall Ganz, Interview with Maclean's, Aug 27, 2015
Spontaneous online self-organization is a myth: MyBO groups multiplied with no strategic direction until there were organizers training and coaching the volunteers.
Marshall Ganz, Organizing Obama: Campaign, Organization, Movement (paper, 2009)
Most campaigns put volunteers straight to work on the grunt work (phone calls, flyers, doors). This one trained them first.
Temo Figueroa, The American Prospect, “The Year of the Organizer”, Feb 2008
Leadership should look like a snowflake, with many centers, not a bicycle wheel with one leader at the hub.
Jeremy Bird, Christian Science Monitor, Dec 13, 2007
6 more quotes
In Ohio over the summer, organizers would not be measured by the number of voter contacts, but by the volunteers they recruited, trained and tested.
Jeremy Bird, Zack Exley, “The New Organizers”, Huffington Post, Oct 2008
The basic concept wasn't new. What was new was the sheer number of people wanting to help, and technology that made it easy for them to find the campaign.
Jon Carson, Washington Post, “Obama Camp Relying Heavily on Ground Effort”, Oct 12, 2008
Called the fellows program “the biggest organizing training in history”.
Joy Cushman, The Nation, Aug 13, 2008
The digital division's independence was decisive: “We could say no to communications.”
Michael Slaby (deputy New Media director), Daniel Kreiss, Taking Our Country Back (2012), excerpt
Presented MyBO's Action Center as the place to find out exactly what the campaign needed from each person that day.
Chris Hughes, Quoted in Rahaf Harfoush, Yes We Did (2009), ch. 6
The campaign started from a blank sheet of paper: it studied the history of past campaigns but didn't feel bound by it.
David Plouffe, NPR interview on The Audacity to Win, Nov 2009
The story
Obama started 2007 as the underdog against Hillary Clinton.
Obama started 2007 as the underdog against Hillary Clinton. The campaign made two decisions early: give digital its own division, on a par with the others, and build the field program on community organizing methods instead of just hiring people to knock on doors. In the words of Mitch Stewart, the Iowa director, the campaign “brought together the professional operation and the movement operation”.
- 13M
- email addresses on the list by the end of the campaigncampaign figure
- ~4M
- donors, according to the campaign (Dec 2008)campaign figure
- 200,000
- offline events created by supporters on MyBOcampaign figure
- 1.5M
- people in coordinated volunteer activity, according to Ganzestimate
From launch to victory
- Feb 10, 2007Obama announces his candidacy in Springfield, Illinois. my.barackobama.com, built with Chris Hughes, opens early in the year.
- 2007Ganz starts working with the campaign. Camp Obama travels from Chicago to California: two-and-a-half-day sessions launch 200 volunteer teams in two weeks.
- Oct 2007In South Carolina, around 400 house meetings bring together 4,000 people. They will produce 15,000 volunteers on primary day.
- Jan 3, 2008Obama wins Iowa by eight points, with teams in all 1,781 precincts. Within hours, more than $6 million comes in online.
- Jan 2008South Carolina: 532,000 people vote in the Democratic primary, against 293,000 in 2004; 27% are first-time voters.
- Apr–Aug 2008The Obama Organizing Fellows program: 3,600 people trained over six weeks, under the motto “Respect, Empower, Include”.
- Jun 3–19, 2008Obama clinches the nomination (June 3) and turns down public financing (June 19), betting on supporters' donations.
- Aug 22–23, 2008The running mate's name, Joe Biden, goes out by text to 2.9 million phones: by Nielsen's account, the biggest mobile marketing event in the US to date.
- Sep–Oct 2008More than $150 million raised in September. More than 700 offices; Ohio targets 1,231 neighborhoods with teams. The Neighbor to Neighbor tool lets volunteers make calls from home.
- Nov 4, 2008Obama wins with about 53% and 365 electoral votes. Turnout reaches 61.6% of eligible voters, the highest since 1968.
Three divisions
Digital was a division with its own budget and decision-making power, connected to the field through tools and data.
- Leadership in ChicagoPlouffe and the central team set strategy, goals and budget, and counted field results every day.
- New MediaRospars, Hughes and Slaby: website, MyBO, email, text, video, ads and online fundraising. Brought in people and money and delivered tools to the field.
- FieldCarson, Figueroa and the state directors: Camp Obama, several thousand paid organizers (about 3,000, according to Ganz), fellows and volunteer-led neighborhood teams.
What isn't known. No experiment measures the effect of the field or digital program as a whole, but an observational study (Masket, Public Opinion Quarterly, 2009) found a disproportionate rise in the Democratic vote in counties with Obama field offices, large enough to flip three states.
The candidate, the money and the political climate of 2008 also mattered, and this playbook doesn't analyze them. Numbers vary by source: MyBO profiles range from 2 to 3 million, the total raised from $670 to $750 million depending on the date of the tally, and the 2.2 million volunteers in the book Groundbreakers cover 2008 and 2012 combined. Practice was also uneven across states: Ganz reports that New Hampshire had almost no organizing at first, and that national training only existed from late spring 2008.
The terrain
The United States in 2008 had rules and tools that many countries don't.
The United States in 2008 had rules and tools that many countries don't. Check which ones before adapting the method.
Platforms
- The strongest direct channel. The list reached 13 million addresses, against Kerry's 3 million in 2004. Every mass message went through the digital division.
- my.barackobama.com (MyBO)
- The campaign's own social network: profiles, groups, events, blogs and personal fundraising pages. Around 2 million profiles and 200,000 offline events.
- Text messaging (short code)
- In 2008 there were no mass messaging apps yet. The text list reached 1 million subscribers, and the running-mate announcement went to 2.9 million phones. An iPhone app sorted the user's address book by battleground priority for calls, showed the nearest field office and carried talking points on every issue, even offline.
- Voter file (VAN/Votebuilder)
- In the US, voter rolls with vote history are available to the parties. The campaign linked that data to its door-to-door and phone tools.
- Third-party social networks
- Facebook and the rest were still small and mostly served to bring people to MyBO: profiles on more than 15 networks and around 5 million supporters.
- Online ads
- More than $16 million in 2008, about 45% of it on Google (search and display), mostly to capture emails and donations.
- Television
- The biggest media line: about $280 million in TV ads from January 2007 to November 1, 2008, according to TNS/CMAG, against less than $134 million for McCain. Strategist David Axelrod headed media. Field and digital worked alongside TV, not instead of it; against rumors, on June 12, 2008, the campaign launched a website answering each one, from the candidate's citizenship to his religion.
- NationalField (internal field network)
- It grew out of staffers in Georgia who reworked how nightly data was reported and aggregated: an internal social network in which each level saw what the levels below were doing and every organizer could compare themselves with colleagues.
Local conditions
- A state-by-state system of primaries and caucuses: Iowa and South Carolina demanded fine-grained local organizing long before the general election.
- Campaign finance law that allows individual online donations; on June 19, 2008, Obama became the first major-party candidate to turn down public financing for the general election since the system was created.
- An established culture of volunteering and door-knocking, with a tradition of community organizing (Saul Alinsky, the Industrial Areas Foundation, United Farm Workers).
- Legal access to voter data with turnout history, which makes very precise door-knocking and phone lists possible.
- A candidate who had been a community organizer in Chicago, and strong student support (Students for Barack Obama had more than 36,000 members on MyBO).
- Smartphones were still rare (the iPhone had come out in 2007): the home computer and the campaign office were where the work happened.
The method
Ganz summed up the spirit in a line from 2008: don't confuse the carpenter with the tools.
Ganz summed up the spirit in a line from 2008: don't confuse the carpenter with the tools. Technology amplified an old community organizing method, which the campaign applied through five practices: story, relationships, team structure, strategy and measured goals.
Three fronts
- An owned platform
- An email list, text messaging and a campaign social network to bring in supporters, money and volunteers without depending on anyone else. Every piece of content had a link and a donate button.
- Organize people
- Turn volunteers into leaders: one-on-one conversations, personal story, neighborhood teams with defined roles and ongoing training.
- Connect online to the ground
- Every online sign-up becomes a phone call from an organizer; every action generates data that flows back to the database and the team's goals.
The leadership ladder
A supporter's path from the first click to leading a team, as described by the Ohio organizers and by Ganz.
- Capture The person signs up on the website, donates, joins the text list or shows up at a rally or the office.
- Call A field organizer calls the person who signed up and invites them to something specific. This playbook's rule of thumb: within 24 hours.
- Talk A one-on-one conversation to learn the person's story and motivations.
- Test A first commitment: host a house meeting, bring friends, organize a shift.
- Lead an action Run a canvass or a phone bank and show they can get other people working.
- Train Go through a training (Camp Obama, fellows) and start training other volunteers.
- Take on a role Become a coordinator or neighborhood team leader, with written responsibilities, goals and deadlines.
- Report and recruit The team sends its data to the organizer twice a week and recruits the next wave. The organizer moves on to build another team.
And again.
Toolkit
The goal, in the words of Buffy Wicks, who ran the field in California: “to create community organizers out of our activists”.
The goal, in the words of Buffy Wicks, who ran the field in California: “to create community organizers out of our activists”.
Choose your country to see the equivalent tools and the legal points to check.
Operations
A paid organizer or fellow doesn't run a neighborhood alone: they recruit a leader, who builds a team, which manages the volunteers. That frees the organizer to build the next team.
The neighborhood team
- Field organizer
- Staff or fellow. Recruits and trains leaders, tracks goals and calls every new sign-up in their area (this playbook's rule: within 24 hours).
- Neighborhood team leader
- A volunteer responsible for a neighborhood of 8 to 12 precincts. Reports to the organizer and delivers the goals.
- Canvass coordinator
- Organizes door-knocking shifts, hands out walk lists and debriefs people when they get back.
- Phone bank coordinator
- Sets up phone banks and trains the callers.
- Volunteer coordinator
- Recruits new people and makes the confirmation calls the day before every shift.
- Data coordinator
- Enters results into the database and keeps the team up to date on what's left to do.
- Digital team
- Manages the list, email, text messaging and online tools, and routes every sign-up to the right organizer.
Rhythm
- Every sign-upContact from an organizer within 24 hours.
- The day before each shiftA confirmation call to everyone signed up; no-shows get a follow-up.
- Every shiftAbout four hours, 40 to 45 addresses per list, and a debrief at the end.
- Twice a weekThe team leader reports results to the organizer.
- Every weekTeam training: strategy, contact techniques, problem-solving.
- Every day (leadership)Results from across the country are counted and assessed.
Ganz counted organizing goals (one-on-ones, house meetings, new hosts) alongside action goals (doors, calls), and criticized Chicago's pressure to hit only the daily voter ID numbers. Measure only that and the team runs dry.
Plan B
- Teams with several roles: if a leader leaves, another coordinator steps up. Don't hand off the baton until someone is running at your pace.
- Your own email and text list, built with consent: your contact with people doesn't depend on a social network.
- Tools for working from home (calling from an online list) for people who live far from an office.
- Recorded trainings and written manuals, so every new leader learns the same method.
Technology
In 2008 the campaign built its tools with Blue State Digital. Today it all exists off the shelf, free or cheap. What's still expensive is organizers' time.
- Sign-up pageFree to low cost
A simple form: name, email, mobile, ZIP or postal code and the question “why do you support us?”. Every sign-up goes to the organizer for that area.
- Mass emailFree up to a few thousand contacts; then paid by volume
Messages segmented by region, chosen issues and donation history. Every email has one concrete ask and a link.
- Text or messaging channelSMS paid per message; messaging channels free
A consent-based list for event alerts, requests for help and voting reminders. In 2008 it was SMS; today it can be WhatsApp, Telegram or Signal.
- Events and groups platformFree to low cost
Where supporters create events and local groups and find the nearest one. MyBO also had an activity index from 1 to 10 that gave more weight to offline work.
- Scripted contact toolFree to paid, depending on the tool
Like Neighbor to Neighbor: a list of voters, a script on screen and buttons to record each answer. Works for phones and doors.
- Contact databaseFree to paid
Where volunteers, contacts and results live. In the US it was VAN/Votebuilder; elsewhere, your own consent-based database.
- Personal fundraising pagesFee per donation
Every supporter gets their own page with a goal and a progress thermometer, and asks their friends. In 2008, 70,000 pages raised more than $30 million.
- Shared spreadsheetsFree
For shifts, goals by neighborhood and debriefs. Volunteers in 2008 used the official database and Google spreadsheets.
- Online adsVariable; the campaign spent more than $16 million in 2008
Search and display to capture emails and donations, where the law allows and always disclosed.
Team log columns
Date · Neighborhood / team · Type of action (doors, phones, house meeting) · Volunteers present · Contacts made · Responses (1–5 scale) · New volunteers · New leaders tested · Next week's goal
To get started: a domain and a free email tool. What weighed on the 2008 budget was people and space: several thousand paid organizers and more than 700 offices, with $4.3 million in rent and utilities through August.
Communication
Volunteers don't recite the candidate's biography. They say why they're there. Camp Obama taught Ganz's public narrative: a story of self, a story of us and a story of now.
The public narrative formula
- Story of self Why you were called to this cause: a concrete moment in your life, a challenge you faced and what you chose to do.
- Story of us What you share with the people listening: the experiences and values of a community, a neighborhood, a generation.
- Story of now The urgent challenge of today and the choice it demands. Why it has to be now.
- The ask A concrete action: vote, join a shift, host a meeting at home.
- The plan Ask when, where and how the person will act, instead of telling them. People who make their own plan follow through more.
- The record Write down the answer and schedule the follow-up.
Rules for talking and writing
- Tell your story, not the candidate's.
- No negative campaigning on the doorstep. Stay courteous, even in the face of hostility or racism.
- Every conversation with a supporter ends with an invitation to volunteer.
- Ask voters where, when and how they're going to vote.
- Every email has one clear ask and a link; always push toward an offline action.
- Segment: region, the issues the person chose and what they've already given.
- Respect people who ask not to be contacted. Three calls in a row wear people out.
- Come back from the doors with a story and tell it to the team.
Example
Hi Marta! I'm João, your neighbor here in Vila Nova and a volunteer with the campaign. I got involved because I watched the school I went to close for lack of funding, and I don't want that for my daughter. Lots of people around here feel the same, and in 30 days we get to decide. On Saturday at 10am we're knocking on doors on our street in pairs, for three hours. Can you come? If so, what time works best for you? I'll call you on Friday to confirm.
Take it to your context
The organizing method works in any country.
The organizing method works in any country. The tools and the data depended heavily on US law and technology in 2008.
Works anywhere
- Own a direct contact channel (a consent-based list) before you need it.
- Call every new person within 24 hours and invite them to something specific.
- Train before you deploy: personal story, one-on-one conversations, team roles.
- Local teams with defined roles, goals and deadlines, instead of one lone coordinator.
- Measure leaders developed, not just contacts made.
- A clear ladder: everyone knows what the next rung is.
- Data that flows back to the team, so it can adjust its work every week.
- Separate the people you need to persuade (undecided voters who turn out) from the people you need to mobilize (supporters who might stay home): different lists, scripts and goals.
Depends on context
- Email as the main channel
- Where WhatsApp or Telegram dominate, use a one-to-many channel for announcements and small groups for each neighborhood team. Email is still useful for donors and for keeping the list.
- Short-code SMS
- Swap it for messaging channels with explicit opt-in. Never blast numbers that were bought or collected without consent.
- Voter file with vote history (VAN)
- In most countries it doesn't exist or is prohibited. Use public results by polling station to choose neighborhoods, and your own consent-based list of supporters. Political opinion is sensitive data under Brazil's LGPD and the EU's GDPR.
- Small online donations
- Check the law: in Brazil, only individuals can donate and there are specific rules for electoral crowdfunding; other countries have caps and deadlines. The logic of personal pages (asking your friends) works wherever it's legal.
- Door-knocking and storefront offices
- Where knocking on doors is rare or unsafe, switch to house meetings, churches, markets, workplaces and schools. Offices can be volunteers' homes or union and association premises.
- A custom-built platform
- MyBO was built by the campaign. Today off-the-shelf form, event and email tools are enough; what matters is that every sign-up reaches a person who picks up the phone.
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.
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Call every sign-up within 24 hours
Everyone who signs up online gets a call from an organizer who invites them to something concrete: the first rung of the leadership ladder. The 24-hour rule is this playbook's; in 2008, online sign-ups got calls from organizers, and Ganz recounts that MyBO groups multiplied without direction until there were organizers training and supporting the volunteers.
How to set it up, step by step
- Works when
- It works when sign-ups arrive faster than the structure can absorb them and there are trained organizers or volunteers to call every day.
- Don't use when
- It fails if the call is only a thank-you or a request for money: without a concrete invitation the new recruit goes cold; and never call anyone who hasn't given consent.
- Week −14 Check your country's data and contact rules with a lawyer
- Week −13 Publish the sign-up page with consent and the question “why do you support us?”
- Week −13 Route every sign-up straight to the organizer for that area
- Week −12 Call each new sign-up within 24 hours and invite them to something concrete
- Week −12 Hold a one-on-one to learn the person's story and reasons
- Week −11 Log the answer and book a first commitment: a house meeting or a shift
- Week −10 Spot who brings friends and hosts meetings: your future leaders
Team
- Field organizer: calls every new sign-up in their area within 24 hours
- Digital team: routes each sign-up to the right organizer
- Data coordinator: logs the outcome of every call
What to measure: Sign-ups who show up to a first in-person action (a house meeting, a shift or a phone bank) within two weeks of signing up, as a share of all sign-ups. If it drops, change the invitation, not the number of calls.
Risks to watch: Political opinion is sensitive data: call only people who signed up, keep the minimum, restrict access and remove anyone who asks not to be contacted. Three calls in a row wear people out.
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Train before you send people out
Before the first door, volunteers go through an intensive training to tell their own story (of self, of us, of now), hold one-on-ones and build a team. In 2007, Camp Obama's 2.5-day sessions launched 200 volunteer teams in two weeks in California.
How to set it up, step by step
- Works when
- It works when volunteers are willing to give up a weekend and organizers follow up with the teams after the training.
- Don't use when
- Don't teach the candidate's biography and platform to recite at the door, and don't train without follow-up: people who leave without a team and a meeting booked give up.
- Week −12 Write a short manual: public narrative, one-on-ones and team roles
- Week −11 Pick trainers who have organized before and rehearse the session with them
- Week −10 Invite the volunteers who have already brought friends or hosted meetings
- Week −9 Over the weekend, everyone writes and tells their story of self, of us and of now
- Week −9 Close with teams formed by neighborhood and their first meeting already booked
- Week −8 Record the training and rerun a short version with the teams every week
- Week −6 Have the new leaders train the next wave of volunteers
Team
- Trainers: run the session and give feedback on every story
- Field organizer: leaves the training with the teams for their area
- Documentation: records, writes the manual and keeps it up to date
What to measure: Participants who hold their first house meeting or first shift with their team in the following two weeks, as a share of everyone trained.
Risks to watch: Long days burn out volunteers and organizers: set a sustainable pace, don't ask for more than each person offered and keep mentoring after the training.
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A neighborhood team with written roles
An organizer recruits a leader, who builds a team with coordinators for canvassing, phones, volunteers and data, each with written responsibilities, goals and deadlines; then the organizer moves on to build the next team. In Ohio, teams targeted 1,231 neighborhoods, and organizers were measured by leaders developed, not contacts made.
How to set it up, step by step
- Works when
- It works when the campaign has months ahead and wants the work to carry on even when an organizer or a leader leaves.
- Don't use when
- It fails as a bicycle wheel with one leader at the hub, or with teams that have no goals or data: without structure, groups multiply and everyone does their own thing.
- Week −14 Map priority neighborhoods using public results by precinct
- Week −12 Recruit one leader per neighborhood of 8 to 12 precincts from those who did most
- Week −10 Fill out the team: canvassing, phones, volunteers and data
- Week −10 Give each role its responsibilities, goals and deadlines in writing
- Week −9 Agree on a report to the organizer twice a week, using the log's columns
- Week −6 Measure organizers by leaders developed and tested, not by contacts
- 1 week(s) after After the election, give the team a local goal and its neighborhood's results
Team
- Neighborhood team leader: reports to the organizer and owns the goals
- Coordinators: canvassing, phones, volunteers and data, each with their own task
- Field organizer: develops the leader and moves on to build the next team
What to measure: Tested leaders per organizer (volunteers who have led an action and got others working), counted every week. If that number doesn't grow during the building months, no one will be there to make the contacts in the final stretch.
Risks to watch: Pressure from the top for daily voter-ID numbers alone hollows out the team: count organizing goals alongside action goals, and don't hand off the baton until someone is ready to take it.
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Canvass shifts confirmed the night before
Teams run shifts of about four hours, with lists of 40 to 45 addresses, a confirmation call the night before and a debrief on return; in the final stretch they ask every supporter where, when and how they will vote. In 2008, turnout reached 61.6% of eligible voters, the highest since 1968, though no study isolates the field program's effect.
How to set it up, step by step
- Works when
- It works in the final weeks, once the teams exist and there are lists of neighborhoods or supporters to visit.
- Don't use when
- It fails where door-knocking is rare or unsafe (switch to house meetings, markets, churches and workplaces), or with lists so small that the same person gets three visits.
- Week −10 Build lists of 40 to 45 addresses per shift from the precinct results
- Week −8 Train the script: story of self, listen, invite and log the answer
- Week −7 Open four-hour shifts in pairs, with a fixed meeting point
- Week −7 Call everyone signed up for the shift the night before and follow up no-shows
- Week −6 Debrief on return: numbers, one story and the next shift booked
- Week −1 Focus on supporters who might not vote: where, when and how will you vote?
- D-day week On the day, send text reminders and run final shifts from the meeting points
Team
- Canvass coordinator: organizes the shifts, hands out lists and runs the debrief
- Volunteer coordinator: makes the confirmation calls the night before
- Data coordinator: enters the results into the database the same day
What to measure: Shifts completed against shifts booked (people who confirmed and showed up), and real conversations per shift. If no-shows rise, step up the night-before calls.
Risks to watch: Hostility and saturation at the door: no negative campaigning, always courteous, pairs for anyone who feels uneasy, and immediate removal from the list for anyone who asks not to be contacted.
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Your own list that sends people out
A consent-based email and messaging list, segmented by region and issue, where every send carries one concrete ask and one link (ideally to an offline action), plus personal pages where each supporter asks their friends. In 2008, the list reached 13 million emails and 70,000 personal pages raised more than $30 million.
How to set it up, step by step
- Works when
- It works when the campaign needs a direct line that doesn't depend on a social network, and has people to answer whoever signs up.
- Don't use when
- Don't use bought numbers or numbers collected without consent, and don't treat the list as a wallet: people who wanted to do more and only get money asks will leave.
- Week −14 Check the rules on data, messaging and donations with a lawyer
- Week −14 Choose the email tool, the messaging channel and the database
- Week −13 Launch the list with consent and an easy opt-out in every message
- Week −12 Segment by region, chosen issues and what each person has already done
- Week −10 Write every send with one ask and one link, ideally to an offline action
- Week −8 Open personal fundraising pages, where the law allows, with public accounts
- D-day week On election day, send reminders and the meeting point for the final shift
Team
- Digital team: runs the list, segments it and writes the sends
- Field organizers: pick up whoever replies and bring them into the local team
- Treasury: identifies donors, respects the caps and publishes the accounts
What to measure: People on the list who take an off-screen action each month (come to an event, join a shift, host a house meeting), counted by sign-ups and attendance, not by opens or clicks.
Risks to watch: Consent and clean money: send only to people who signed up, always offer an opt-out, name who is responsible for each message, and respect who may donate and your country's caps.
Practice
Rehearse with the case's missions and situations.
Decide like an organizer
Six real situations from the 2007–2008 campaign. Choose what you would do and see what the organizers learned.
90-day plan
The 2008 model's sequence in compact form, as a checklist.
The 2008 model's sequence in compact form, as a checklist. Your progress is saved in this browser.
Before you start
Weeks 1–3: Capture and talk
Weeks 4–6: Train and build teams
Weeks 7–10: Scale up contact
Last two weeks: Get out the vote
After the election
Rules
The model works because real people talk to their neighbors in their own name.
The model works because real people talk to their neighbors in their own name. Anything that pretends to be people, or handles data without consent, destroys that trust.
- Consent
- Only email and message people who signed up, and always offer a way out. Data protection law (LGPD, GDPR) applies during campaigns.
- Sensitive data
- Political opinion is sensitive data. Keep the minimum, restrict access and delete what you no longer need.
- Money in the open
- Respect who is allowed to donate, the caps and the reporting rules in your country. Publish your accounts.
- Say who's speaking
- Volunteers introduce themselves as campaign volunteers. Every message identifies who is responsible for it.
- Real people only
- No fake profiles, bots or bought accounts. Open platforms also attract fake accounts from the other side: moderate.
- Respect at the door
- No personal attacks or insinuations. Anyone who asks not to be contacted comes off the list.
- Disclosed ads
- Every paid ad is labeled and registered where the law requires it. 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. See the “Law and platforms in the European Union” section in Fundamentals.
- Label AI
- AI-generated content is labeled as such. Deepfakes, never.
- Local law
- Rules on campaign advertising, data use and messaging differ from country to country. Check with a lawyer before you start.
Limits
What this method doesn't do, and when it fails.
- It doesn't organize itself
- A platform without organizers produces scattered groups. Ganz stresses that volunteers need ongoing coaching.
- It doesn't survive victory on its own
- After 2008 the network was handed to Organizing for America, inside the party. Critics, including Ganz and Tim Dickinson in Rolling Stone, argue it was demobilized and its potential lost.
- Uneven in practice
- Ganz describes states with almost no organizing at first, little mentoring and pressure from the top to hit voter ID goals rather than organizing goals.
- It wears people out
- Accounts describe twelve-hour days, even for volunteers at national headquarters (Harfoush). Without a sustainable pace, the campaign loses good people.
- It can saturate voters
- Small contact universes lead to repeated calls; by the third, many people ask you to stop.
- Money is power too
- Obama backed away from his stated intention to take public financing (critics called it a broken pledge) and was the first major-party candidate to turn it down for the general election. More money is an advantage, but it didn't all come from small donors: about half the revenue came in donations under $200, the other half didn't.
- It depends on a candidate who mobilizes
- The candidate brought people in; relationships kept them. Without a cause or a figure that draws people, early recruitment is much slower.
Check yourself
Five questions to lock in the essentials.
Five questions to lock in the essentials. Every answer comes with an explanation.
Go further
Free materials from organizations that train organizers, linked to this case.
Free materials from organizations that train organizers, linked to this case.
- What is Organizing? The "People, Power, Change" Framework
Short introduction to the five leadership practices of the Ganz method. Use it to align your team on what organizing means before handing out tasks.
- Public Narrative
Marshall Ganz's 15 video lessons on public narrative (story of self, us and now), with a worked example and coaching techniques. Use it to train spokespeople and volunteers.
- The Marshall Ganz playbook for progressive change
Summary of the Ganz method applied to today's progressive campaigns in Europe, with video of the session. A quick read if you lack time for the full course.
3 more
- 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.
- From Zero to Hero: Digital Infrastructure Checklist for Small Donor Fundraising
ECDA checklist of everything to set up (forms, CRM, email, payments) before asking for small online donations.
- M+R Benchmarks 2026
Annual study with data from hundreds of nonprofits on online giving, email open rates, SMS and social. Use it to benchmark your own numbers.
Sources
This playbook is built from the organizers' own writing, interviews and talks, and from research that interviewed them, checked against…
This playbook is built from the organizers' own writing, interviews and talks, and from research that interviewed them, checked against press coverage and data published between 2007 and 2015. Pages accessed on October 26, 2026.
43 sources
Who did it
- Marshall Ganz: Organizing Obama: Campaign, Organization, Movement 2009
- Maclean's: Q&A: Marshall Ganz on political organizing 2015-08-27
- NPR: Excerpt from The Audacity to Win, by David Plouffe 2009-11
- NPR: The Audacity to Win the Presidency (interview with David Plouffe) 2009-11-04
- Princeton CITP: Joe Rospars: Making Change Happen, Lessons from the Obama Campaign 2009-04-16
- Cambridge Talks: Joe Rospars: Making the Obama Digital Model Work 2010-03-08
- Rahaf Harfoush: Yes We Did, chapter 6 (MyBO) 2009
- Sacha Chua: Notes from Rahaf Harfoush's talk on the use of social media in Obama's campaign 2008-11
- Daily Kos: Volunteer diary: Camp Obama in Chicago and canvassing in Iowa 2008-05-04
- LabourList: Adrian Prandle, Respect, empower, include (volunteer in Ohio) 2009-04-30
- Lib Dem Voice: Steven Gauge, How Obama made it happen (volunteer in Ohio) 2008-11
- Obama Foundation: Yes We Can: taking up the baton 15 years later (former organizers) 2023
Data
- P2008: MyBO: Neighbor to Neighbor Phonebanking Tool 2008
- NDN: More Amazing Numbers from Obama's Online Operations (Washington Post data) 2008-11-21
- InformationWeek: Obama's VP text reached 2.9 million 2008-08-26
- ABC News: Final fundraising figure: Obama's $750M 2008-12-04
- ClickZ: Google grabbed most of Obama's $16 million in 2008 2009-01-06
- Wikipedia: Barack Obama 2008 presidential campaign
- Wikipedia: List of Barack Obama 2008 presidential campaign staff members
- NBC News / AP: Turnout in presidential elections hits 40-year high (Michael McDonald's data) 2008-12-14
Press
- Harvard Magazine: Profile of Marshall Ganz 2010-10
- The American Prospect: The Year of the Organizer 2008-02-01
- Christian Science Monitor: From college classroom to Obama's campaign (Jeremy Bird) 2007-12-13
- Wabash College: Obama's field director turns organizing upside down 2008-02-11
- Washington Post (via NBC News): Obama Camp Relying Heavily on Ground Effort (Alec MacGillis) 2008-10-12
- The Nation: Community organizers discuss Obama's role (Obama Fellows) 2008-08-13
- NPR: Obama volunteers trained in organizing 2008-02-29
- epolitics: Announcement of the Obama Organizing Fellowships 2008-04-03
- MIT Technology Review: Obama's neighborhood network 2008-09-17
- Dissent: DNC Dispatches: “Respect, Empower, Include”
- Christian Science Monitor: Obama's 2.9 million texts create online frenzy 2008-08-26
- Common Dreams / Rolling Stone: Tim Dickinson, No We Can't: Obama muzzled his supporters 2010-02-10
- FactCheck.org: Advertising Money: McCain vs. Obama 2008-11
Analysis
- epolitics: Excerpt from Taking Our Country Back, by Daniel Kreiss (the New Media division) 2012-08-15
- Huffington Post: Zack Exley, The New Organizers (part 1) 2008-10
- Weblogsky: Zack Exley on “The New Organizers” 2008-10-10
- Open Society Foundations: Organizing and Technology in the Obama Campaign (Zack Exley) 2009-03-23
- Harvard Kennedy School: Groundbreakers (McKenna and Han)
- SNF Agora: Groundbreakers
- Portside: Review of Groundbreakers
- Occidental College: Seigle, thesis on Obama's field campaign in Virginia (interviews with organizers) 2009
- Commons Library: How to structure teams for organising (snowflake model)
- National Affairs: summary of Masket, “Did Obama's Ground Game Matter?” (Public Opinion Quarterly, winter 2009) 2009
Image: Bill Cramer (BillCramer), CC BY-SA 4.0, via Wikimedia Commons (adapted)
Updated 26 October 2026
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