Viewing Your Full Campaign Briefing

The Campaign Briefing is a comprehensive document that summarizes everything about your campaign - from strategy to execution. Use it for stakeholder updates, team alignment, and strategic planning.

Campaign Briefing executive summary

What's included

• Executive summary of campaign status

• Win strategy and path to victory

• Financial overview and burn rate

• Voter contact progress and projections

• AI-generated insights and recommendations

Accessing the Briefing

Open Campaign Briefing

Go to Campaign Plan and click View Full Briefing in the top-right corner.

Alternatively, click the Briefing tab if available.

Select Briefing Type

Choose from available formats:

• Full Briefing - Complete campaign overview (5-10 pages)

• Executive Summary - Key points only (1-2 pages)

• Financial Report - Budget and spending focus

• Field Report - Voter contact and canvass focus

Briefing Sections

Executive Summary

A one-paragraph overview of campaign health, including:

• Overall status assessment

• Key accomplishments since last briefing

• Critical issues requiring attention

• Next major milestone

Path to Victory

Your win strategy visualized:

• Win number and current supporter count

• Target universe breakdown

• Progress by voter segment

• Projected outcome based on current pace

Detailed briefing sections for strategy and financial review

Financial Status

Budget health at a glance:

• Total raised vs. goal

• Cash on hand

• Burn rate and runway

• Spending by category

Voter Contact

Outreach effectiveness metrics:

• Contacts made (door, phone, text)

• ID results breakdown

• Persuasion and GOTV progress

• Week-over-week trends

AI Insights

Machine-learning powered analysis:

• Anomaly detection (unusual patterns)

• Predictive modeling (likely outcomes)

• Optimization suggestions

• Competitive intelligence (if available)

Weekly Briefings

Generate a fresh briefing every Monday to start the week with clear priorities and share with your team during standup.

Sharing and Exporting

Export Options

Click Export to download the briefing:

• PDF - Best for printing and formal sharing

• Google Docs - For collaborative editing

• Email - Send directly to stakeholders

Schedule Auto-Send

Set up automatic briefing delivery:

• Choose recipients (campaign managers, board members)

• Select frequency (daily, weekly, monthly)

• Pick the briefing type to send

Confidentiality

Campaign briefings contain sensitive strategic information. Only share with trusted team members and stakeholders.

Customizing Your Briefing

Tailor the briefing to your needs:

• Add logo - Brand with your campaign identity

• Include/exclude sections - Focus on what matters

• Add notes - Include context or commentary

• Compare periods - Show week-over-week or month-over-month

Export and share your briefing with stakeholders

Next Steps

• Using AI Intelligence Features

• Understanding the Progress Dashboard

• Sharing Briefings with Your Team