“Throughout the campaign, having an accurate understanding of your finances is critical. Every day there are more decisions to make, and each has its budget implications. Money is moving into and out of the campaign quickly.
The cash tracker template is an easy-to-use tool to keep track of checks and invoices before they are deposited or paid.
Having an accurate, up-to-the-minute look at your cash on hand will help you make decisions quickly without second-guessing your available funds. “
A campaign rolodex is a repository of your personal and political network. To start building your rolodex, you’re going to Rolodex yourself: put all of your information about your personal contacts into this template. Then, you’ll start to expand your rolodex starting from the personal relationships you already have.
This spreadsheet can be used by campaigns or political organizations to track incoming pledges and contributions. It also includes useful tabs for tracking donor information as well as thank-yous and other follow-up activities. Campaigns and political organizations should track every single pledge and contribution they receive, starting on day one.
This is a sample budget, with numbers for both realistic, ideal, and uh-oh budgets. Each budget is broken down by month and category. Use this as a reference example when budgeting a campaign. To learn more about budgeting, check out our course on Budgeting & Financial Compliance.