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Barack Obama smiling, in 2008

United States · 2008

Obama 2008

Respect. Empower. Include.

The motto of the organizer training program.

In 2008, Obama's campaign gathered 13 million email addresses and around 4 million donors. See how digital recruited and training turned recruits into leaders, and do the same.

A tribute to the organizers and volunteers of 2008, from Marshall Ganz and Temo Figueroa to the neighborhood teams. An independent project with no connection to Obama, the Democratic Party or any campaign.

In 30 seconds

  1. About 53% and 365 electoral votes. Barack Obama won the Democratic primaries and then the November 4, 2008 election.

  2. 13 million email addresses, around 4 million donors. The digital division carried the same weight as field, finance and communications.

  3. Field was built on community organizing: Camp Obama, paid organizers, fellows and neighborhood teams with defined roles across the battleground states.

  4. Digital recruits; fast human contact, training in personal storytelling and local teams with goals and data turn a sign-up into a leader.

  5. Ganz calls spontaneous self-organization a myth.

First steps

  1. Check with a lawyer the rules on data, messaging and donations in your country
  2. Map priority neighborhoods using public results by polling station
  3. Publish the sign-up page, with consent

Try it now Adapt it with the coach

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).

    Sources
  • Temo 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.

    Sources
  • Jon 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.

    Sources
  • Jeremy 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.

    Sources
  • Joy 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.

    Sources
  • Joe Rospars

    New Media director; co-founder of Blue State Digital

    Ran everything online: design, video, mass email, text messaging, ads, online organizing and fundraising.

    Sources
  • Chris 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.

    Sources
  • David 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.

6 more quotes

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

  1. Feb 10, 2007Obama announces his candidacy in Springfield, Illinois. my.barackobama.com, built with Chris Hughes, opens early in the year.
  2. 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.
  3. Oct 2007In South Carolina, around 400 house meetings bring together 4,000 people. They will produce 15,000 volunteers on primary day.
  4. Jan 3, 2008Obama wins Iowa by eight points, with teams in all 1,781 precincts. Within hours, more than $6 million comes in online.
  5. Jan 2008South Carolina: 532,000 people vote in the Democratic primary, against 293,000 in 2004; 27% are first-time voters.
  6. Apr–Aug 2008The Obama Organizing Fellows program: 3,600 people trained over six weeks, under the motto “Respect, Empower, Include”.
  7. Jun 3–19, 2008Obama clinches the nomination (June 3) and turns down public financing (June 19), betting on supporters' donations.
  8. 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.
  9. 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.
  10. 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

Email
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.

  1. Capture The person signs up on the website, donates, joins the text list or shows up at a rally or the office.
  2. 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.
  3. Talk A one-on-one conversation to learn the person's story and motivations.
  4. Test A first commitment: host a house meeting, bring friends, organize a shift.
  5. Lead an action Run a canvass or a phone bank and show they can get other people working.
  6. Train Go through a training (Camp Obama, fellows) and start training other volunteers.
  7. Take on a role Become a coordinator or neighborhood team leader, with written responsibilities, goals and deadlines.
  8. 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

  1. Every sign-upContact from an organizer within 24 hours.
  2. The day before each shiftA confirmation call to everyone signed up; no-shows get a follow-up.
  3. Every shiftAbout four hours, 40 to 45 addresses per list, and a debrief at the end.
  4. Twice a weekThe team leader reports results to the organizer.
  5. Every weekTeam training: strategy, contact techniques, problem-solving.
  6. 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.

Channel cheat sheets

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

  1. 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.
  2. Story of us What you share with the people listening: the experiences and values of a community, a neighborhood, a generation.
  3. Story of now The urgent challenge of today and the choice it demands. Why it has to be now.
  4. The ask A concrete action: vote, join a shift, host a meeting at home.
  5. The plan Ask when, where and how the person will act, instead of telling them. People who make their own plan follow through more.
  6. 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.

  1. 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.
    1. Week −14 Check your country's data and contact rules with a lawyer
    2. Week −13 Publish the sign-up page with consent and the question “why do you support us?”
    3. Week −13 Route every sign-up straight to the organizer for that area
    4. Week −12 Call each new sign-up within 24 hours and invite them to something concrete
    5. Week −12 Hold a one-on-one to learn the person's story and reasons
    6. Week −11 Log the answer and book a first commitment: a house meeting or a shift
    7. 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.

  2. 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.
    1. Week −12 Write a short manual: public narrative, one-on-ones and team roles
    2. Week −11 Pick trainers who have organized before and rehearse the session with them
    3. Week −10 Invite the volunteers who have already brought friends or hosted meetings
    4. Week −9 Over the weekend, everyone writes and tells their story of self, of us and of now
    5. Week −9 Close with teams formed by neighborhood and their first meeting already booked
    6. Week −8 Record the training and rerun a short version with the teams every week
    7. 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.

  3. 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.
    1. Week −14 Map priority neighborhoods using public results by precinct
    2. Week −12 Recruit one leader per neighborhood of 8 to 12 precincts from those who did most
    3. Week −10 Fill out the team: canvassing, phones, volunteers and data
    4. Week −10 Give each role its responsibilities, goals and deadlines in writing
    5. Week −9 Agree on a report to the organizer twice a week, using the log's columns
    6. Week −6 Measure organizers by leaders developed and tested, not by contacts
    7. 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.

  4. 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.
    1. Week −10 Build lists of 40 to 45 addresses per shift from the precinct results
    2. Week −8 Train the script: story of self, listen, invite and log the answer
    3. Week −7 Open four-hour shifts in pairs, with a fixed meeting point
    4. Week −7 Call everyone signed up for the shift the night before and follow up no-shows
    5. Week −6 Debrief on return: numbers, one story and the next shift booked
    6. Week −1 Focus on supporters who might not vote: where, when and how will you vote?
    7. 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.

  5. 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.
    1. Week −14 Check the rules on data, messaging and donations with a lawyer
    2. Week −14 Choose the email tool, the messaging channel and the database
    3. Week −13 Launch the list with consent and an easy opt-out in every message
    4. Week −12 Segment by region, chosen issues and what each person has already done
    5. Week −10 Write every send with one ask and one link, ideally to an offline action
    6. Week −8 Open personal fundraising pages, where the law allows, with public accounts
    7. 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.

  1. Before you start

  2. Weeks 1–3: Capture and talk

  3. Weeks 4–6: Train and build teams

  4. Weeks 7–10: Scale up contact

  5. Last two weeks: Get out the vote

  6. 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.

1. At Camp Obama, what story did volunteers learn to tell?
2. What is the snowflake model?
3. What was digital's main role in relation to field work?
4. According to Jeremy Bird, how should organizers be measured in the summer, months before the election?
5. What does Ganz say about online self-organization?

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

    Guide · Leading Change Network · EN

    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

    Course · Resistance School · EN

    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

    Guide · European Center for Digital Action · 2025-08 · EN

    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

Library

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

Data

Press

Analysis

Image: Bill Cramer (BillCramer), CC BY-SA 4.0, via Wikimedia Commons (adapted)

Updated 26 October 2026

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