
Political campaigns are fast-paced, temporary operations that require careful planning and compliance with legal requirements. They are subject to various restrictions and regulations, such as those pertaining to the use of official resources and the initiation of policies during the campaign period. With the involvement of numerous contracts, personnel, and expenses, shutting down a political campaign involves navigating legal obligations and carefully managing resources. This process is essential to ensure the integrity of the election and to protect the rights of citizens in a democratic process.
| Characteristics | Values |
|---|---|
| Nature of campaign organizations | Campaigns are like mini-nonprofit businesses that are formed and organized in compliance with legal requirements. |
| Contracts | Campaigns generate many contracts, including those for personnel, field offices, equipment, and data, that should be reviewed by an attorney. |
| Restrictions on government activity | During election campaigns, there are restrictions on government activity to avoid "inappropriate use of official resources" and ensure the impartiality of the civil service. |
| Advance work | Before a candidate appears in public, an advance team scouts the location, arranges logistics, and assists in drumming up an appropriate audience. |
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What You'll Learn

Transitioning assets and social media followers
Firstly, identify all the campaign's assets, including physical resources, financial capital, intellectual property, and, most importantly, the social media presence. A comprehensive inventory will ensure a smooth transition and prevent any valuable assets from being overlooked or wasted.
Next, develop a strategy for the long-term management of these assets. For physical resources, consider recycling or repurposing options. For example, office equipment and furniture can be donated to charities or other campaigns, while campaign merchandise can be sold to supporters as memorabilia. Financial assets should be carefully accounted for, with all outstanding debts and liabilities settled, and any remaining funds appropriately distributed or allocated for future use.
The handling of intellectual property, such as campaign logos, slogans, and strategies, should also be addressed. Consider whether this intellectual property will be retained for future campaigns or archived for historical reference. Ensure that all relevant documents and digital files are securely stored and accessible only to authorized individuals.
Now, let's focus on transitioning social media followers, which is a critical aspect of modern political campaigns. Develop a strategy to maintain engagement with your online supporters. This could include redirecting them to other relevant causes or campaigns that share similar values or goals. Be transparent with your followers about the campaign's conclusion and provide them with clear calls to action, such as encouraging them to stay informed, get involved in local politics, or support specific non-profit organizations.
Finally, ensure that all social media accounts associated with the campaign are appropriately managed. This includes deciding whether to archive or delete each account. If you choose to archive, ensure that all login credentials and account information are securely stored. If you decide to delete, clearly communicate the timeline to your followers and provide alternative accounts or sources of information for them to follow.
By following these steps, you can effectively transition assets and social media followers, ensuring that the campaign's resources and supporters are respected and engaged, even after the campaign has concluded.
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Create a staff contact list
Creating a staff contact list is essential for maintaining productivity and efficiency within an organization. It ensures seamless communication and collaboration among employees, enabling them to quickly reach out to their colleagues, supervisors, or stakeholders for assistance, feedback, or teamwork. Here are some steps and guidelines to create a comprehensive staff contact list:
Choose a Suitable Platform:
Select a platform or software that suits your organization's needs. This could be a simple spreadsheet program like Microsoft Excel or Google Sheets, or dedicated contact management software. Microsoft 365, for instance, offers the Bookings app, which allows you to create and manage a staff list, including details such as names, phone numbers, and email addresses.
Collect and Input Essential Information:
For each staff member, gather and input critical information such as their full name, email address, phone number, and office location. You may also want to include additional details like job titles, departments, projects they are involved in, or any other relevant categories. Ensure that all staff members have valid email addresses to receive important communications.
Centralize and Organize the Contact List:
Store the staff contact list in a centralized repository, such as a shared document on a secure company server or a dedicated contact management system. This ensures easy access for all authorized employees. Organize the list logically, such as alphabetically by last name or by department, to make finding specific contacts more manageable.
Regularly Update and Verify Contact Information:
Establish protocols for employees to promptly notify HR or administrative staff of any changes to their contact details. Regularly verify and update the contact list to reflect any changes in personnel, job roles, or contact information. This ensures that the list remains accurate and reliable.
Implement Security Measures and Access Controls:
Implement appropriate security measures to safeguard employee information. Provide access permissions to ensure that only authorized personnel can view and edit the contact list. Additionally, consider training employees on using any contact management tools or systems to ensure effective utilization and data security.
Customize and Adapt the Contact List:
Depending on your organization's needs, you may modify the contact list template to include or exclude columns. For example, you can combine business and personal contacts on one spreadsheet and use labels and filters to categorize and quickly view contacts.
By following these steps, you can create a comprehensive and well-organized staff contact list that facilitates effective communication and collaboration within your organization.
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Final invoices and payments
Invoices and Payments:
- Collect all final invoices: Gather all the outstanding invoices from various expenses incurred during the campaign. This includes invoices from vendors, suppliers, contractors, and any other entities or individuals to whom payment is due. Ensure that you have a comprehensive list of all the campaign's financial obligations.
- Review and verify invoices: Cross-check the invoices with the corresponding contracts, purchase orders, or agreements to ensure accuracy. Verify that the goods or services stated in the invoices were indeed received and that the prices match the agreed-upon rates. This step helps identify any discrepancies or errors in the invoices.
- Prioritize payments: Prioritize which invoices to pay first, especially if there are budget constraints. Some vendors or suppliers may have more urgent payment timelines or be more critical to maintaining positive relationships. Consider the importance of each expense and the impact of late payments on the campaign's reputation.
- Process payments: Once the invoices are reviewed and prioritized, proceed to make the payments. Ensure that the campaign has sufficient funds to cover all the prioritized expenses. Use the appropriate payment methods, whether it's through cheque, bank transfer, or other agreed-upon means.
- Cancel recurring payments: Identify any recurring or scheduled auto-payments that are no longer necessary. This includes payments for services or subscriptions that are no longer required, such as office rentals or utility bills for campaign spaces.
- Discuss remaining funds: If there are remaining funds in the campaign account after settling all invoices, discuss and decide on their allocation. This could include budgeting for staff/volunteer appreciation events, making contributions to other candidates or election officials, or returning funds to donors, if applicable.
- Share financial information: Share all relevant bank account information and financial records with the candidate and any relevant staff who will continue to work with the candidate in an official capacity. This ensures a smooth transition and maintains financial transparency.
By following these steps, you can effectively manage the final invoices and payments during the process of shutting down a political campaign. It is important to stay organized, communicate with your team, and make informed decisions about financial obligations to ensure a responsible and efficient closure to the campaign.
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Transitioning to an official office
Office Space and Staffing
One of the first decisions to make is whether to keep the campaign office space open or to transition to a new official office. If you plan to keep the existing space, ensure all necessary arrangements are made regarding rent, utilities, and any other relevant expenses. If you're moving to a new office, choose a suitable location, taking into account factors such as proximity to stakeholders or constituents.
Regarding staffing, assess the roles required for your official office and determine whether you will be retaining campaign staff or hiring new individuals. It is essential to have a clear understanding of the skills and expertise needed for each role and how they align with the qualifications of your current or prospective staff.
Financial Considerations
Finalise any outstanding invoices and cancel recurring payments associated with the campaign. Share bank account information with the relevant individuals, such as the candidate or campaign manager, and remove access for staff who no longer require it. Discuss any remaining account balances and decide on their allocation, whether for staff appreciation events, contributions to other candidates, or other purposes.
Data and Record-Keeping
Compile and securely store all essential data, including staff contact lists, campaign data, and financial records. Ensure that you have access to all the information required for filing and comply with any legal requirements for record-keeping and data protection.
Transitioning Digital Assets
Create a comprehensive plan for transitioning digital assets, including the campaign website and social media accounts. Decide whether you will be shutting down or transitioning these assets and develop a strategy for migrating followers to your official elected or personal sites. Catalog the digital platforms and tools you utilise, such as GSuite, VAN, or ActBlue, and determine when and how you will discontinue or transition them.
Community Engagement
If your campaign involved a dedicated community of volunteers, consider how you can continue to engage and utilise their support. Communicate with your volunteers, seek their input on next steps, and provide them with the necessary tools to stay involved if they wish to do so.
Legislative and Policy Planning
As you transition to an official office, it is crucial to develop a clear plan for legislative, executive, and agency proposals based on your campaign platform. Outline actions for the first 10, 100, 200, and 300 days, aligning them with the management and policy agenda. Understand the structure and goals of relevant federal agencies and devise a strategy for their involvement in enacting your goals.
Networking and Connections
Maintain and nurture your network of connections, including political candidates, elected officials, campaign staff, government agency staff, and other professionals. These connections can be valuable as you transition to your official office and can provide insights, support, or collaboration opportunities.
Remember, the transition process can be complex and fast-moving, so staying organised, proactive, and adaptable will be key to a successful transition to your official office.
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Shutdowns or transitions
Staff and Volunteers
Schedule one-on-one conversations with your staff to discuss their future plans and how you or the candidate can help them. Create a staff contact list with personal emails, phone numbers, and mailing addresses. Consider creating an email group to stay in touch.
Physical Spaces
List the physical spaces that belong to the campaign and the dates by which the campaign needs to vacate. Create a cleanup plan for each space and share it with the staff. If the campaign pays for utilities in any of these locations, be sure to close those accounts.
Campaign Activity and Accounts
If your candidate lost but plans to run for office again, you may want to keep access to databases and focus on a strong transition plan for their email list and social media accounts. If your candidate lost and does not plan to run for office again, you will need to shut down everything, including their campaign committee. If transitioning to an official office, consider keeping a campaign space open for staff to meet and work.
Invoices and Payments
Collect all final invoices and pay them. Cancel recurring or scheduled auto-payments. Discuss remaining account balances and decide what to do with any additional money, such as budgeting for staff appreciation events or contributing to other candidates.
Data and Filing
Share bank account information with the candidate and remove access for campaign staff who no longer need it. Ensure that you, the candidate, and relevant staff will have access to the data required for the final filing, which is typically several months after the election.
Online Presence
Create a plan for the campaign website and social media accounts. Decide whether to transition current followers to official elected or personal sites. Catalog the platforms you use and when you will need to shut them down. Store your passwords and limit access.
Restrictions
Be aware of any legal restrictions on publicity and communications during the pre-election period. While ordinary council functions can continue, some restrictions may be imposed by law, such as prohibitions on political advertising on television or radio.
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Frequently asked questions
List the physical spaces that belong to the campaign, and the date by which the campaign needs to be out of each. Create a clean-up plan for each and share it with the staff. If the campaign pays for utilities in any of these locations, make sure to close those accounts. Take an inventory of each space for physical items that need to be saved, donated, thrown away, shredded, or recycled.
Create a plan for the campaign website. If transitioning assets, plan for how you will transition current social media followers to your official elected or personal sites. Catalog which platforms you use and when you will need to shut them down. Store your passwords for these sites and limit access accordingly. Make a plan to download and store important data.
Schedule 1:1 conversations with your staff to talk about what they want to do next, and how you and/or the candidate can help them. If your candidate lost, they may still want to engage the community of volunteers, so make sure they have the tools to do that. Create a staff contact list with personal emails, phone numbers, and mailing addresses. You’ll need this information for taxes in the future.

























