Elections, Primaries
Following the Rules? Candidate Strategy in Presidential Primaries
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Research Findings
In U.S. presidential nominating contests, campaigns must figure out how to allocate limited resources in order to maximize outcomes in terms of contests won and party delegates gained. Strategies may, of course, depend on the relative strength of a candidacy and be contingent on available money and candidate time.
A 2009 study from Washington State University and Houston University published in Social Science Quarterly, “Following the Rules? Candidate Strategy in Presidential Primaries,” analyzes how presidential candidates in the 2004 and 2008 elections directed advertising dollars and allocated candidate visits to individual states. Because party rules constantly change, the authors note, the previous political science literature on how rules influence strategy is now dated. Ultimately, the scholars attempt to look at how predictable resource allocation is when compared against current party delegate allocation rules.
The study’s findings include:
- “The number of delegates available in a state had no impact on how much advertising candidates did in the state, nor was the interaction of frontrunner status with delegate totals a significant predictor.”
- Frontrunner candidates “concentrate their resources in states with winner-take-all delegate allocation and … long-shot candidates … focus on proportional allocation states. Although there were no significant differences between frontrunners and long shots in their allocation of advertising to winner-take-all states, we did find that frontrunners were less likely than long shots to place advertising in proportional allocation states.”
- Overall, “candidates do appear to be ‘following the rules’ when it comes to their allocation of advertising, though we did fail to find support for the idea that a state’s delegate total influenced the behavior of candidates — or that it influenced frontrunners and long shots differently.”
- In terms of visits to states, the results were less variable relative to the strength of candidate: “Delegate totals predict candidate visits to a state, with increasing numbers of delegates leading to increasing visits, as was our expectation for frontrunners. However, the delegate total by frontrunner interaction term is not statistically significant, which indicates that the impact of delegate totals on frontrunners and long-shot candidates is effectively the same..”
- Finally, the “behavior of other candidates matters for resource allocation. Candidates make more visits to and advertise more in states in which the other candidates are airing more advertising.”
The study’s authors conclude that their findings “suggest that the rules of the game do matter for the behavior of candidates, affecting frontrunners and long shots differently in some cases.” They also note that these results “speak to the theoretical arguments of several scholars who have argued that candidates (disregarding their status as a frontrunner or not) should allocate resources more heavily in proportional states.”
Tags: presidency, Iowa/New Hampshire
Teaching Notes
Note to instructor: The suggested assignments are designed for flexibility. They can be used in whole or part and can be adapted to a particular task -- for example, the newswriting assignments could be applied to the writing of the headline, the lead, the nut graph or the full story. Material from the assignments could also be combined with other material, for example, in the writing of a background, feature or local-angle story.
Analysis Assignments
Read the study titled “Following the Rules? Candidate Strategy in Presidential Primaries.”
- Summarize the study in fewer than 40 words.
- Express the study's key term(s) in language a lay audience can understand.
- Evaluate the study's limitations. (For example: Do the results conflict with those of other reliable studies? Are there weaknesses in the study's data or research design?)
Newswriting Assignments
- Write a lead (or headline or nut graph) based on the study.
- Spend 60 minutes exploring the issue by accessing sources of information other than the study. Write a lead (or headline or nut graph) based on the study but informed by the new information. Does the new information significantly change what one would write based on the study alone?
- Interview two sources with a stake in or knowledge of the issue. Be prepared to provide them with a short summary of the study in order to get their response to it. Write a 400-word article about the study incorporating material from the interviews.
- Spend additional time exploring the issue and then write a 1,200-word background article, focusing on major aspects of the issue.




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