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Refining Your Campaign Strategy: Plan, test, evaluate, repeat

These tools help you build a continuous learning cycle so your campaign strategy gets smarter, sharper, and more effective over time. They also support you to predict likely outcomes, reducing surprise and drain on your team and to leverage what’s working.

Campaign Plan Template

This worksheet helps you turn big ideas into a campaign plan that’s strategic, sharp, and ready to roll.

Force Field Analysis Worksheet

This worksheet will help you Identify strategies to bolster your driving forces and reduce or transform forces that are getting in the way of your campaign.

Planning for Challenges Worksheet

This worksheet will help you identify issues that are likely to get in your way during your campaign and plan for them, minimizing unnecessary surprises.

Decision Makers & Power Mapping Worksheet

This worksheet will help you identify and analyze key decision makers and influencers for your objectives, testing your answers and assumptions along the way.

Coalitions & Allies Worksheet

Use this worksheet to powermap your capacity and consider your impact: we go further when we go together. And we always want to ensure we’ve considered the impact of our actions on others in our communities and work.

Scrapbook Exercise Worksheet

This worksheet guides you through a creative visioning exercise, helping you dream into the key events or ‘tipping points’ that will move your campaign forward.

Messaging to Win

At their core, campaigns are communications exercises. This worksheet will guide you through developing strong, clear messages that motivate your core audiences and move the needle.

Campaign Strategy Office Hours 

Drop in for real-time, on-the-spot consulting designed to sharpen your campaign strategy. Whether you’re looking to brainstorm new tactics, troubleshoot challenges, make the most of an emergent opportunity, learn from your peers, or explore TREC’s campaign strategy resources, this is your space to get a creative and strategic boost. No agenda required – questions, pickles, conundrums and opportunities invited!