Strategy & Planning

Budgeting and Financial Management An excerpt from Setting Course, Chapter 12, with more advanced financial advice, including strategy and how to set up specific procedures.

Closing a Congressional Office  A management brief with advice and planning strategies to make the closing process as smooth as possible. Includes logistics, casework, and staff management.

Conducting Staff Meetings  Tips for effective staff meetings.

Creating a Coordinated Agenda  A summary of DOs and DON'Ts from Chapter 1 of CMF's Keeping It Local.

Crisis Management  Important questions to consider, planning for the future, and common crisis management mistakes.

Developing a Freshman Budget  Advice and information about developing a freshman budget. Includes cost-saving tips and sample budgeting worksheets.

End of Year Assessments  The procedure and analysis of an effective review assessment.

Ethics Management  Guidelines and recommendations for managing ethics in Congressional offices.

Ethical Risks  The 4 areas of greatest potential ethical risk.

Managing Changes in Budgets and Benefits  A summary of data from senior congressional managers on the impact of recent budget cuts and changes to staff benefits. Includes options for managers on how to address issues regarding staff retention, morale, the changing work environment, and the healthcare benefits transition.

Managing in a Campaign Year  A step-by-step model for analyzing and mitigating crises, as well as a guide for the Labor Day to Election Day crisis and common mistakes.

Managing During War Time  Questions and issues that congressional offices may face, including preparations against the unexpected and keeping constituents informed.

New Member Resource Center  An index of guidance and information for freshmen Members of Congress about office and management-related issues, including district/state office setup, average office spending, and outside resources.

Reaching Goals Through Coordination and Teamwork  A summary of DOs and DON'Ts from Chapter 3 of CMF's Keeping It Local.

Staff Employment/Salary Studies  Past CMF reports detailing compensation, benefits, and office management practices in the House and Senate.

Strategic Planning  The merits of strategic planning and how to design and implement goals and action plans.