Petitions, referendums, and ballot measures

Turn a ballot measure into a coordinated field operation.

Organize petition routes, volunteer shifts, signature intake, public education, events, email updates, and content production in a campaign workspace built for movement.

Petition routesAttain OS workflow
Signature formsAttain OS workflow
Volunteer shiftsAttain OS workflow
Education flyersAttain OS workflow

Coordinate team work with tasks, forms shared by link, and HTML pages. Assign owners and review unfinished work before each campaign day.

See the shared campaign tools
Working guide

A ballot initiative campaign works from the measure's official text, its official deadlines and the petition and education rules of its jurisdiction. Settle those facts and the approval steps before any signature drive, table or flyer goes out. After that, the field plan, the volunteer shifts and the FAQ can all draw from the same source.

Timeline

A measure calendar anchored to official deadlines

  1. Before any collection or public event

    Confirm the measure and the rules

    • Get the official measure text and summary from the election office, not from a summary your team wrote.
    • Ask counsel to confirm circulation, signature and disclosure rules for each jurisdiction you will work in.
    • Enter every official deadline on the calendar, labelled as set by the office rather than by the team.
    Calendar
  2. 10 to 6 weeks out

    Build the education and FAQ set

    • Write the FAQ from the official measure text and a fixed list of questions volunteers actually hear.
    • Name one owner who approves each change to the FAQ and to any flyer.
    • Link every flyer and event page to the official measure information rather than to a paraphrase.
    Documents
  3. 6 to 4 weeks out

    Plan tables, shifts and walks

    • Choose table and walk locations only where the site's rules allow, and record that permission.
    • Publish shift sign-ups with one named captain for each shift.
    • Plan each day's stop order in Routes, with the directions link saved for the captain.
    Routes
  4. Weekly until the deadline

    Track packets and returns

    • Create one task for each packet or table kit, with a named holder and a return date.
    • Log what came back and when; the election office and counsel decide what counts.
    • Review open tasks every week and follow up on any packet that is overdue.
    Tasks
  5. Final two weeks before the deadline

    Close out before the official deadline

    • Confirm the submission method and the deadline with the election office in writing.
    • Account for every packet or kit before the final submission step.
    • Thank volunteers, then archive finished tasks and keep the record of what was returned.
Workflow map

Where the measure record and field work live

JobAppWhat it does here
Keep one measure recordDocumentsStore the official measure text, the summary and the deadline notice in one document, dated and labelled with their source. Every FAQ answer and flyer should trace back to that record. When the official text changes, update the record first, then check each page that depends on it.
Publish approved explainersContent CreatorGenerate one HTML page for a flyer, FAQ or explainer from the approved text and details you supply. The result is a single web page with a public link, not a PDF or a multipage site. Link it to the official measure information, and do not publish a page the approver has not reviewed.
Schedule volunteer shiftsFormsPublish a shift sign-up form that asks for availability and any training completed, and state that a shift is confirmed only by the captain. Submissions are stored and a scheduled job processes them hourly in production, notifying the form's creator. Captains then confirm each volunteer directly.
Plan tables and walksRoutesSet each walk or table location as an ordered stop and open the directions link for the captain. Routes does not optimize the stop order. Before a stop goes on the list, check the site's rules on where materials may be displayed or people may be approached.
Track packets and kitsTasksGive each packet or table kit its own task, with a named holder, a checkout note and a return date. Labels can group work by location, and archived tasks keep the finished record. A task shows who holds the packet; it does not judge whether anything submitted is valid.
Show official datesCalendarPut official deadlines, public forums and tables on one calendar. Enter official dates as entries labelled with their source, so a volunteer does not mistake an internal target for the deadline. Calendar invitations and RSVPs go to workspace members only.
Start here

FAQ, shift and equipment references

FAQ page

Answer the questions volunteers hear most, using the official measure text as the source for every answer.

Volunteer sign-up form

Collect availability and shift preferences so a captain can confirm a specific shift with each volunteer.

Equipment rental form

Record which tables, banners or clipboards left the office, who has them and when they come back.

Event invitation page

Give each public table or forum a page with the place, time, reply link and the source of the measure text.

Decision log

Record decisions about approved wording, locations and deadlines with dates and the person who approved each.

Mistakes to avoid

Four ways a measure campaign loses its footing

Improvising answers about the measure

Volunteers answer questions best when they work from approved language. Keep one FAQ that quotes the official measure text, name who approves changes, and tell volunteers what to say when a question is not covered. A confident guess that turns out wrong costs more trust than a short 'let me check'.

Assuming one set of rules across jurisdictions

Petition formats, circulation rules, deadlines and the places where materials may be displayed vary by state and locality. Confirm them with the election office and counsel before the first sheet goes out. A route plan shows where your team intends to go, not where it is allowed to collect or display anything.

Treating packet tracking as validation

Knowing which packet went to which volunteer, and when it came back, is useful internal control. It does not check whether any entry is valid. Validation belongs to the election office and counsel, so keep the team's log separate from the official record.

Missing an official deadline

Submission deadlines come from the election office and often differ from an internal target. Put the official date on the calendar as a fixed point, set internal deadlines before it, and confirm the submission method in writing. A date copied from a news story should be checked before anyone relies on it.

Working checklist

Before the first sheet or flyer and before the final submission

Before the first sheet or flyer goes out

  • Confirm the rules for each jurisdiction with counsel.
  • Check the FAQ and every flyer against the official measure text.
  • Confirm each table or walk location's rules in writing.

Before the final submission step

  • Confirm the method and the deadline with the election office.
  • Account for every packet or kit against its log.
  • Name the person who makes the submission and a backup.
What this agreement means

Keep the measure record and the deadlines clear

  • A measure campaign is anchored to the official text, the official deadlines and the local rules.
  • Use one approved FAQ, and link every flyer to the official measure information.
  • Use Forms for shift interest, Routes for stop order and Tasks for packet holders, and let the captain confirm each person.
  • Validity, filing and legal questions belong with the election office and counsel, not with the workspace.

The timing is a planning example, not measured seasonality, and official dates come from the election office. Confirm every rule with qualified counsel before you act on it.

Frequently asked questions

What is a ballot initiative?

A ballot initiative is a measure that goes to voters, often after a petition drive. How a measure qualifies, and what a campaign may do to support or oppose it, is set by each state and locality.

Can one workspace run a petition drive?

It can collect shift interest, track packet holders, plan routes and organize public explainers. Attain OS does not check signatures or verify registration, and petition format and circulation rules come from your jurisdiction, so confirm them with the election office and counsel first.

How do you track petition packets?

Give each packet one task with a named holder, a checkout date and a return date. Log what comes back and when, then keep that log separate from the official record the election office maintains.

Who decides what a ballot initiative flyer says?

The approved FAQ and the official measure text set the wording, and one named owner approves each change. Counsel should review any claim that goes beyond the official summary before it is published.

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