Reports & Papers

The 2020 election presents a paradox. Despite dramatic changes to the election process due to the COVID-19 pandemic and increasingly complex threats since the 2016 election, 2020 is widely regarded as “the most secure [election] in American history.” Operationally, it was also one of the smoothest. State and local election officials overcame unprecedented challenges and scarce resources to administer an election with fewer incidents of cyber compromises, technical failures or long lines than anticipated. After Election Day, recount procedures functioned as designed. Yet, amidst these successes, officials from both parties faced a barrage of mis- and disinformation about the election process that served to undermine confidence in the result.

Though the election security ecosystem survived the triple threat of cybersecurity, physical security, and mis- and disinformation in 2020, this success will prove to be hard to replicate in future election cycles without proper investment and reinforcement.

Influence Operations (IO), also known as Information Operations, are a series of warfare tactics historically used to collect information, influence, or disrupt the decision making of an adversary. IO strategies intentionally disseminate information to manipulate public opinion and/or influence behavior. IO can involve a number of tactics, including spreading false information intentionally. This is known as “disinformation.”   

Skilled influence operations often deliberately spread disinformation in highly public places like social media. This is done in the hope that people who have no connection to the operation will mistakenly share this disinformation. Inaccurate information spread in error without malicious intent is known as “misinformation.” 

This playbook explores mis- and disinformation incidents that specifically focus on elections operations and infrastructure. Election officials may not often see or know what the motivation is behind the incidents encountered or whether they are mis- or disinformation. Throughout these guides we refer to mis/disinformation incidents together, as the strategies for countering or responding to them are the same.  

This section of the Playbook includes recommendations and materials focused on the response process. It will help election officials respond to election-related mis and disinformation incidents quickly and in a coordinated fashion. 

In this playbook, we refer to mis/disinformation throughout as one concept. Instances of both misinformation and disinformation in the elections process provide incorrect information to voters. Incorrect information can be conveyed intentionally or unintentionally. For election officials, any incorrect information, regardless of source or intention, presented to voters can pose a threat to elections, because it can undermine voters’ understanding of and trust in the election.

Our previous Playbooks have focused on the threats posed by cyber attacks and information operations. This Playbook has a broader scope, and equips you with strategies to operationalize the guidance from past Playbooks through effective preparation, communication, incident tracking, and team organization. By compiling best practices from private and public sector actors, we hope to enhance the capacity of your election team, regardless of your staff or jurisdiction size. It will better prepare you to identify issues and respond to incidents of all types during election operations.