MSNBC Highlights CEO Jeff Berkowitz’s Thoughts
MSNBC political analyst Elise Jordan highlighted Delve CEO Jeff Berkowitz’s latest thoughts on deploying opposition research in the 2016 Republican Presidential primary.
MSNBC political analyst Elise Jordan highlighted Delve CEO Jeff Berkowitz’s latest thoughts on deploying opposition research in the 2016 Republican Presidential primary.
When the din of the debate reaches its height, you would expect an opposition researcher to be smiling broadly, but last night, I was deeply troubled. Last night, we saw the research begin to drop on Donald Trump and all I could think was, “Where was all of this material six months ago?” Considering the treasure trove of opposition research a life like Trump’s inevitably accrues, how could it possibly have taken this long to really begin using it in earnest? With all the GOP hand-wringing over Trump’s ascendancy, what could have possibly stymied this process? What the hell went wrong?
As someone who has been involved in multiple presidential and other major campaign research operations, I have some answers to these questions that help explain why I was so deeply troubled.
Last night’s debate exposed a monumental failure in the Republican Presidential campaigns, so the question becomes did the researchers fail the campaign leadership or did the campaign leadership fail the researchers? I would argue the latter. From the beginning, these campaigns have not taken research seriously. Certainly not as seriously as it has been taken in the past. No Republican presidential campaign has hired and empowered a research director as a senior campaign official or built the research teams and resources needed to dig deep into their opponents’ backgrounds and build a narrative against them.
From the beginning last winter, the campaigns approached opposition research as a passive aggressive prisoner’s dilemma, hoping, praying and assuming that someone was whittling their spoon into a shank so that they would not have to do it. More than one campaign operative argued to me (and others), “It’s such a big field, there’s no point doing the research because Candidate X’s team is going to have to take out Candidate Y anyways.” Others argued a super PAC would come along to save the day.
Whether it was wishful thinking, a squirreling of campaign dollars, or a lack of appreciation for the strategic advantage opposition research can provide, the result was that none of the campaigns put in the time or effort to dig deep into the opponents — least of all Donald Trump, who was dismissed as a summer fling, then a fall affair, and then… oh my, he’s winning the nomination.
None of them acknowledged the problem, and none of them took action when it would have made a huge (yuge?) difference. It is most likely too late, but last night Marco Rubio showed how it should have been done a long time ago. The age old wisdom parents have given their bullied children: punch back and expose how weak the bully is. Throughout the fall, hoping Trump would fall by someone else’s shank or his own doing, the campaigns thought they could then pick up his supporters. All that time was wasted while Trump became a movement.
Like any candidate for the Presidency, Trump should be held accountable for his record and this vetting process should have begun months ago. Now that we are at this point in the primary process, the Democrats and mainstream media will gleefully do the vetting for us in the general election. The reason it did not begin earlier is that even once the campaigns realized Trump would not fade, they did not have the research infrastructure in place to sound the alarm and fire back.
It is complete and utter political malpractice that Republican voters have had to wait ten full debates, four primary contests, and an entire summer and fall of campaigning for any candidate to put together and actually use serious opposition research against Donald Trump. Even if one is a Trump supporter, this fact should be deeply concerning. Trying and testing our candidates in the primary process better prepares them for defeating the Democratic nominee in the fall.
This failure is a direct result of the low priority these campaigns placed on their research operations. For proof, look no further than the campaign finance reports filed with the Federal Election Commission. They show that just seven of the 17 Republicans campaigns made any expenditures on research and they averaged far less than $200,000 spent on research, even when accounting for research staff salaries. That is an inexcusable rounding error for what should be serious national campaigns.
In 2008, when I served as Mayor Giuliani’s campaign research director, my peers on the other primary campaigns and I were given seats at the table as part of the campaign’s senior leadership. We were involved in and helped inform the broad strategy and messaging, which allowed each candidate to be better served. All the campaigns had experienced leaders in research who had the reputation and understanding necessary to help drive strategy.
In 2016, none of the campaigns have (or had) a known and respected research director as a senior campaign staffer who sits at the decision making table. None of the campaigns invested the time and money in deep research that they should have, relying too much on rapid response paper pushing. None of the campaigns, therefore, were in a position to be proactive when it would have mattered.
If early money is like yeast, early oppo is like gunpowder. Stored well and carefully deployed at the right time, it can win you the race. Let it sit too long and it may explode on you, or not at all. The failure of the 2016 Republican campaigns to appreciate this reality has led us to this moment. And to my depression.
With the FEC year-end reports for all federally registered political organizations due this Sunday, pundits and politicos will quickly begin to prognosticate over the true meaning behind the numbers. When it comes to Presidential campaigns, the top line fundraising totals always get the most attention but, in reality, there is little correlation between raising the most money and actually winning delegates.
So if the top line numbers alone aren’t good indicators of a campaign’s likelihood of success, what is? Here are four things you probably won’t see in headlines, but they’re what experts will be looking at to see which candidates are truly going to rise to the top of the field.
1. Campaign Spending
How a campaign is spending their money may very well be the best measure of their operational efficiency. Every dollar raised should be optimally spent to generate votes, volunteers or more dollars, and the stated purpose of campaign expenditures can make it clear whether a campaign is following that tenet. Large expenditures on ambiguous outside consultants, ritzy office space, high-cost low-return fundraising and anything else that won’t help get that candidate’s voters to the polls should set off alarm bells.
2. Airtime Reserved — And Paid For?
This point and the previous one go hand-in-hand, since television airtime is one of the most expensive items on any campaign’s grocery list. Since most campaigns reserve airtime far in advance, it deserves a special examination. See if the campaign has paid for the airtime that its claimed to have reserved. If they have, it shows a level of financial security and confidence about the state of play, but if they haven’t, there’s still at least one very large outstanding bill somewhere in HQ that may not ever get paid.
3. Debt
Speaking of unpaid bills, how much debt a campaign carries will help show how well they are budgeting and spending their money. Did the campaign manager shove a bunch of invoices in a drawer until the day after the quarter closed? Looking at the debt will help you see past those flashy Q4 totals every campaign will be spinning and understand how much real cash-on-hand they have. It can even become a quick political attack — liberal candidates with large campaign debts can be attacked for lacking fiscal restraint while conservative campaigns could be accused of not living up to the principles they are espousing.
4. Burn Rate
Burn rate means how quickly a campaign is spending the funds it is raising (usually talked about as a percentage of money spent vs. how much they’ve raised). Take a minute to look at this figure to see if a campaign is in free fall, spending money faster than it can raise. One way or another, this primary season is likely to be as long and drawn out as any we’ve seen, so having enough money to survive will be fundamental to any successful strategy.
When the reports are released Sunday night, there will be a lot of numbers and figures to look at but not all of them will provide as much insight as they may seem. If you take a look at these items first, you’ll be one step ahead of the boilerplate coverage, and you’ll know as much as anyone about where the campaigns actually stand.
Research 101, Lesson One: In campaigns, define your opponent early and often.
It’s been said that by the time you recognize certain problems, it’s already too late to stop them. Like the Titanic steaming toward an iceberg, only to sound the alarm after it was too late to stop or turn. Or that extra drink that it took you to realize you already had one too many and have now agreed to go to a karaoke bar.
Hillary Clinton now faces this challenge as Bernie Sanders’ poll numbers rise in the early primary states. Polling has Sanders leading Clinton by double digits in New Hampshire and neck and neck in the upcoming Iowa caucuses. These numbers clearly, and rightfully, have many in Hillary’s campaign leadership fraught with concern. So, after accruing an undoubtedly substantial book of opposition research on the junior Senator from Vermont, Team Hillary has begun launching some of the juiciest attacks in their arsenal. The problem — it’s not going to work.
To understand why this strategy will be futile, one has to understand what I call the Castle Doctrine of Opposition Research. The term is coined for Mike Castle, a moderate Republican Congressman (and former Governor) who ran for Delaware’s open U.S. Senate seat in 2010. Castle was widely presumed to be the nominee and have a strong chance of winning the general election. But he failed to take seriously a primary challenge from a right-wing two-time failed candidate named Christine O’Donnell.
O’Donnell today is most famous for having to clarify that she was not in fact a witch, but during the primary, she was able to define herself as the grassroots Tea Party solution to taking back Congress. In the final weeks of the primary, Castle’s campaign finally unleashed an assault on O’Donnell. But it was too late. O’Donnell defeated Castle by just over 3,500 votes. As was later shown in the general election, the universe of oppo on O’Donnell was bountiful and effective in defeating her — even in a campaign against a once “bearded Marxist.” If Castle’s team had been prepared for the threat and acted earlier, defining O’Donnell as an unelectable, fringe candidate who would guarantee continued Democratic control of the Senate, things might have been different. As the Castle Doctrine teaches us, if you do not define your opponent early and often, they will define themselves.
In 2000 and 2004, the Bush campaigns put on a masterclass in defining their opponents early and often. When Al Gore appeared on the debate stage and came off as a dull, aloof policy wonk, it merely confirmed the image the Bush campaign had been pushing to the public and press for months. As part of the 2004 research team for President Bush’s re-election, I know that we started calling John Kerry a flip-flopper in January 2003, and we never stopped. Using a mountain of examples showing John Kerry’s record of flip-flops, we pushed that narrative with the press and public. By March 2014, when Kerry claimed he voted for funding our troops before he voted against it, his fate was sealed.
In 2012, Obama’s strategists employed this playbook to great effect against Mitt Romney. While Romney was stuck fighting his way through a bloody primary, the Obama campaign was busy portraying Mitt as a heartless corporate automaton who neither shared your values nor cared about people like you. For voters, Romney’s infamous 47% comment only secured a belief already instilled in them by the Obama messaging machine.
The idea behind the Castle Doctrine is to inoculate your campaign from a potentially serious opponent before they even become a threat. In order to do this, you must lay the foundation for any attacks you may want to use further down the road by defining the opponent in such a way that those attacks support what the public has come to believe about them. It’s as simple as the ancient adage from The Art of War, “Every battle is won or lost before it is ever fought.” In this case, to define your opponent before they can define themselves is key to victory.
The Clinton campaign’s failure to begin using their best oppo to define Bernie Sanders as the left-wing, fringe candidate that he is has allowed him to define himself as the progressive savior and fresh voice the Democratic Party needs.
As Team Hillary continues to cart out hits like Bernie’s glowing audio tribute to his hero, Eugene Debs, the media and voters have already decided who Bernie Sanders is to them. It may be simply too late to turn Hillary’s Titanic away from Iowa iceberg of how the electorate views Bernie, and the more aggressive the attacks become, the more Sanders supporters will point to them as evidence that their candidate is gaining momentum. Whatever silver bullets Clinton’s opposition researchers have been able to accrue on Sanders will sadly be fired in vein, as they bounce off the armor Bernie has built by defining himself before Clinton took up arms.
Of course, there’s also the question of whether hitting a lifelong Socialist as, well, a lifelong Socialist, is actually a problem for Democratic voters, but that’s a discussion for Lesson Two. Stay tuned.
When we launched Delve last month, I asked you to stay tuned for more exciting additions to our team.
As was announced in Politico Playbook this morning, we’re pleased to announce that Matt Moon has joined the firm as Executive Vice President. Matt brings years of public affairs and communications experience, as well as his expertise in turning research into action. At Delve, Matt will help clients effectively employ competitive intelligence as the foundation of their public affairs campaigns and prepare clients for potential issues: he can play offense and defense.
Previously, Matt managed an array of corporate and trade association clients at two different public affairs firms, with experience in energy, financial, health care, and consumer brand sectors. He served as communications director to Florida Governor Rick Scott’s successful re-election campaign, as senior advisor to U.S. Senator Ron Johnson, and as deputy research director to the Republican National Committee.
While I can’t say enough about the value Matt will bring to our clients, I urge you to check out his Medium post about why he believes the information advantage provided by competitive intelligence is a crucial component to any public affairs effort.
We’re also excited to add Daniel Mintz to our team as Director of Communications and Marketing. Daniel got his start in research as an intern for Berkowitz Public Affairs and brings a solid foundation of research and communications experience from work at another public affairs firm, New Jersey Governor Chris Christie’s press office, and several members of Congress.
There is still more exciting news to come later this month as we build a team that delivers breakthrough insights for your campaigns and causes like no one else can. So please check back here for all the latest news.
The Washington Post reports on Delve’s launch and highlights our “invest[ment] in technology that aims to predict what one’s political opponents and corporate competitors will do next. … The move underscores a shift in the influence industry as firms look for ways to add data-based competitive intelligence to traditional shoe-leather lobbying services.”
Today, we are launching Delve with the aim of becoming the premier global source of competitive intelligence for public affairs.
The premise of Delve is simple: In today’s fast-moving policy and business environment, what you don’t know can hurt you. Traditional public affairs efforts are no longer enough to achieve your goals if you do not have an information advantage over your opponents and other stakeholders. Competitive intelligence is a crucial component to addressing political, policy and business challenges facing companies and industries today.
By gaining an information advantage over your opponents, you can successfully frame the discussion on your terms. Delve’s competitive intelligence services provide the foundation of research, monitoring, and analysis you need to respond as the landscape shifts and evolves. Our services integrate seamlessly into your existing public affairs and policy teams, but if you need help turning our insights into action, we can do that too.
We began the journey to today’s launch five and a half years ago entirely by accident. Clients approached me with a need unmet by the marketplace: effective, actionable insights for their campaign and public affairs efforts. So I started digging on their behalf. Thanks to some amazing early adopters, we’ve kept digging for these past five and a half years.
What started with me on the living room couch has grown into a thriving office of whip-smart researchers. We have become a cohesive team dedicated to delivering breakthrough insights to our clients by digging deeper than anyone else, catching the small details that can have a big impact, and constantly innovating to better serve our clients. Which leads us to today — the end of that accidental beginning.
I am joined in this launch by Lloyd Miller, who many of you have gotten to know as a relentless researcher over the past several years. A veteran of campaigns from coast to coast — the Florida legislature, Meg Whitman for Governor, Tim Pawlenty for President, and others — Lloyd was instrumental to our successful research operation in over 26 political races last cycle, not to mention numerous corporate engagements. He will help lead our existing team of research analysts, and as we move into 2016, you can expect more exciting additions to our team (so stay tuned!).
On July 9, presidential candidate Martin O’Malley published an “open letter” to “Wall Street Megabanks” that outlined his financial reform proposals, with the goal of bringing much needed media attention to the struggling campaign. The letter was, in fact, successful in drawing the media’s attention, however, it was not the attention the campaign was hoping for.
The very first footnote of the letter cited “an off-brand, non-Onion fake news article which said that former attorney general Eric Holder had been hired by JP Morgan Chase at an annual salary of $77 million,” which is blatantly false. Upon noticing the mistake, the campaign team quickly covered their tracks and replaced the fake citation with an authentic one: a reference to an article from The New York Times that discusses Holder’s return to the law firm Covington & Burling. Despite the rapid response of O’Malley’s team, the mistake was noticed, and O’Malley, who is polling at a meager 1% in the Democratic Presidential Primary, did not get the positive press and poll bump he was hoping for.
Fake news made headlines again the following week. On July 14, Twitter share prices spiked 8% midday following an announcement from “Bloomberg” that the company was taking part in acquisition talks. The announcement came from bloomberg.market (which has since been taken down) and contained the byline of a Bloomberg reporter. However, Bloomberg was quick to point out this announcement wasn’t theirs; they never wrote it and it didn’t come from their site, bloomberg.com. Twitter was also quick to deny the report. Soon, word of the announcement’s falseness spread just as quickly as the fake announcement originally did, and the share price fell back to its original price within the hour. Although the stock quickly evened out, Wall Street watchers were amazed by the effect a well-disguised fake source could have.
As is evidenced by these incidents, confirming information and validating sources is essential to taking successful action and avoiding negative consequences. So you don’t act based on false information, here are four steps you can take to confirm your sources:
1) Verify the source. And the source’s sources
Are you familiar with the source? If you are and trust it, great. If you aren’t, type the name of the source into a search engine. Have other sites or authors referenced it? What do others have to say about it? Also, check what source your source is citing. Often online articles provide links to the original source.
2) Check the URL
Once you have verified the credibility of source, the next step is to make sure the site you are on is legitimate – something that would have benefited those who trusted the fake Bloomberg piece. To do this, look at the URL. If the URL you are seeing is nighttime.com.co, this is different from nighttime.com.
3) See if others are talking about it
If the news is shocking or surprising to you, others are going to be talking about it. Google the headline and/or conduct a search using the main ideas and subjects of the article as search terms. Check to see if other sources have published stories with similar information. If others have, verify the credibility of those sources as well.
4) Consult the experts
If you’re still not sure what you are looking at, call on the experts. Experienced fact checkers and researchers make careers out of knowing who to trust, or knowing how to know who to trust. The safest and smartest thing to do is to turn to these experts and let them help you make decisions based on reality, not satire.
“Barack Obama is allergic to talking about his national security strategy,” Delve CEO Jeff Berkowitz told Newsmax TV today during a discussion of how Obama fumbled the Bergdahl situation.
“You’re going to see more [Democrats] try to break away and try and save themselves, but it’s a sinking life raft off a sinking ship,” Berkowitz continued in his conversation with Newsmax TV’s Ed Berliner as they assessed what steps can be taken in p.r. crises such as this one.
Turning to the broader challenge of combating terrorism, Berkowitz noted, “This is going to be an ongoing fight for a very long time into the future, and to downplay it is to make the American people ill-prepared to meet that threat and understand what we need to do to fight terrorism. You know, President Bush was constantly explaining the threat and reminding the American people what we need to do to meet that threat. Barack Obama is allergic to talking about his national security strategy.”
As Berkowitz explained above, long-term challenges require not just long-term strategies for addressing those challenges, but a communications and message plan to support those strategies. Your stakeholders — in any President’s case, the American people and Congressional leaders — must understand what the challenges are and how you plan to address them. You cannot expect to tell them once and consider that job done. Constant discussion and reminders are necessary to maintain support for your strategies.
For more information on how Delve can help you develop strategies and messaging to succeed in your challenges, click here.
Delve CEO Jeff Berkowitz helps The Washington Times’ Jim McElhatton interpret data on EPA responses to FOIA requests. Is the agency really more responsive to Democrat requests than Republican ones? The data suggests yes, but it might be a bit more complicated than that:
Democrats have filed more than 50 FOIA requests, including lots seeking correspondence between Republicans and EPA officials. Their findings help supply a steady flow of material for damaging news stories and campaign ads.
Republican political committees have filed just four requests since 2012, and none of those has been fulfilled.
The lack of EPA records on the Republican side doesn’t mean Republicans are less aggressive than Democrats. Campaigns sometimes file requests through intermediaries — “regular citizens” — so as not to attract undue attention inside agencies, said Jeffrey Berkowitz, a research consultant who advises campaigns on open-records requests.
Mr. Berkowitz said clients sometimes don’t want anyone to know what documents they are trying to track down, so they use intermediaries with no outward political affiliation to file requests.
Berkowitz told The Washington Times that getting FOIA requests answered takes patience, but it can produce significant results when it works:
The FOIA process isn’t easy. Months and sometimes even years can pass before agencies respond to records requests. Even then, agencies have a host of exemptions with which they can black out huge swaths of paperwork, shielding records from public view.
“You have to start early and you see with the national political organizations, they’re often thinking very far ahead.”
But the records can pay off, he said.
“If you’re about to run against an incumbent senator or congressman in an agricultural state, you might want to see what correspondence they’re sending to [the Agriculture Department] to advocate for their constituency. You may not find much, or you may find letters that match up neatly with their list of donors,” he said.
Read the full article here. Need help understanding the FOIA process and other research techniques? We can help.
Reuters talks to Delve CEO Jeff Berkowitz about the potential impact of early (and incomplete) exit poll data leaking before the polls close.
Television networks face a new challenge in covering this year’s excruciatingly close presidential election: prevent closely guarded exit poll results from leaking onto Twitter, Facebook and other social media platforms.
The major TV news networks agreed to shield early exit poll data suggesting who is leading in a state until the state’s polls close. That means no tweeting exit polls, posting on Facebook, or re-tweeting figures reported by others. …
Election officials worry that leaks could discourage people from voting if they think the race in their state is already decided, depressing the vote count and distorting the results. In 1985, Congress extracted a promise from the major TV networks to refrain from using exit polls to project a winner in a particular state, or to characterize who is leading, while voting continues in that area. …
If early results become public, “it can be a real problem,” said Jeff Berkowitz, a Republican strategist who runs Berkowitz Public Affairs. “For somebody who’s got seven things on their list to do that day, and if they’re already being told the election is over, are they really going to prioritize voting over the other six?”
Read the full article here.
In Buzzfeed, Delve CEO Jeff Berkowitz argues technology not legal loopholes, are pushing oppo into the limelight. Buzzfeed looked at how campaigns and independent expenditure groups are getting around campaign finance laws preventing coordination when it comes to opposition research.
In the story, Berkowitz argues that new digital technologies are breaking down opposition research’s veil of secrecy far more than any legal loopholes:
The new transparency between campaigns and the outside group that are, by law, walled off from them offers cash savings to both sides, who can share research, and it allows them to keep their messages in sync. But while court rulings have loosened the spending regulations, this is more the result of technology widening existing loopholes.
“Technology has been pushing for more openness on the research front for the past decade,” said Jeff Berkowitz, a former Republican National Committee research director. “The advent of YouTube and online social networks has accelerated that trend of openness far more than any developments in campaign finance law.”
Read the full story here.