Module 7 — Campaign Planning, Compliance & Practical Readiness
Module 7 – Self-Assessment Worksheet
Campaign Planning, Compliance & Practical Readiness
Purpose:
This worksheet helps you evaluate whether you are actually ready to run a lawful, organized, and sustainable municipal campaign — not just motivated to do so.
This worksheet is for your own use unless you choose otherwise.
Section 1 — Early Preparation & Readiness
1. How early did you begin preparing seriously for this election?
☐ Less than 3 months out
☐ 3–6 months out
☐ 6–12 months out
☐ More than a year out
How has this timing helped or hindered you?
____________________________________________________________________
____________________________________________________________________
2. Which areas do you feel most prepared in?
(Check all that apply.)
☐ Understanding the role
☐ Understanding local issues
☐ Legal awareness
☐ Personal time management
☐ Emotional readiness
Which areas need more attention?
____________________________________________________________________
____________________________________________________________________
Section 2 — Registration, Rules & Verification
3. Do you know exactly where and how to register as a candidate in your municipality?
☐ Yes
☐ Somewhat
☐ No
What information do you still need to verify?
____________________________________________________________________
____________________________________________________________________
4. When you are unsure about a rule, what is your instinctive response?
☐ Ask an official source
☐ Ask someone who has run before
☐ Look online or on social media
☐ Guess and move forward
Which response best protects you and your campaign?
____________________________________________________________________
____________________________________________________________________
Section 3 — Pre-Registration Discipline
5. Which pre-registration activities do you feel most tempted to rush into?
☐ Public promotion
☐ Advertising
☐ Fundraising
☐ Organizing volunteers
☐ None
Why could rushing this step create risk?
____________________________________________________________________
____________________________________________________________________
6. How confident are you in clearly distinguishing preparation from campaigning?
☐ Very confident
☐ Somewhat confident
☐ Uncertain
☐ Not confident
What would help increase your confidence?
____________________________________________________________________
____________________________________________________________________
Section 4 — Campaign Financing Awareness
7. How comfortable are you with campaign finance rules and record-keeping requirements?
☐ Very comfortable
☐ Somewhat comfortable
☐ Uncomfortable
☐ I need more guidance
Which aspects concern you most?
____________________________________________________________________
____________________________________________________________________
8. How likely are you to accept “help” without clarifying whether it counts as a contribution?
☐ Very unlikely
☐ Somewhat unlikely
☐ Likely
☐ Unsure
What steps will you take to avoid accidental violations?
____________________________________________________________________
____________________________________________________________________
Section 5 — Team, Planning & Discipline
9. Do you have a realistic plan for who will help you — and in what roles?
☐ Yes, clearly
☐ Partially
☐ Not yet
Which roles are still unclear or unfilled?
____________________________________________________________________
____________________________________________________________________
10. How well does your current campaign plan fit your actual time, energy, and financial limits?
☐ Very well
☐ Somewhat
☐ Poorly
☐ I don’t have a clear plan yet
What adjustments are needed?
____________________________________________________________________
____________________________________________________________________
Section 6 — Public Presence & Momentum
11. Which public-presence tools do you feel pressure to adopt — even if unsure they help?
☐ Signs
☐ Social media
☐ Video
☐ Website
☐ All of the above
Which of these genuinely supports trust rather than appearance?
____________________________________________________________________
____________________________________________________________________
12. How comfortable are you saying “no” to supporters or volunteers when ideas don’t align?
☐ Very comfortable
☐ Somewhat comfortable
☐ Uncomfortable
☐ I tend to avoid it
Why is this skill essential?
____________________________________________________________________
____________________________________________________________________
Section 7 — Election Day & After
13. Have you thought about how you will conduct yourself on election day — regardless of outcome?
☐ Yes
☐ Somewhat
☐ No
What does “grace under outcome” look like to you?
____________________________________________________________________
____________________________________________________________________
14. Are you prepared to transition immediately into governance — or back into civic life — without bitterness or triumphalism?
☐ Yes
☐ Mostly
☐ Unsure
What mindset shift may be required?
____________________________________________________________________
____________________________________________________________________
Final Reflection
15. What is the greatest practical risk to your campaign right now — legal, organizational, or personal?
____________________________________________________________________
____________________________________________________________________
16. What one action can you take in the next two weeks to reduce that risk?
____________________________________________________________________
____________________________________________________________________
Closing Note
Campaigns fail quietly long before they fail publicly —
usually through fatigue, shortcuts, or assumptions.
This worksheet is not about perfection.
It is about preparedness, discipline, and responsibility.




