Research starter kit
R-01 · R-02 · R-05 · R-06 · R-19 · R-20
Open the kit →Read the lessonCDDA · YOUR WORKING TOOLKIT
Good questions. Strong records.
Blank templates to learn, prepare and document your work. Explore freely, without an account or paid membership.
Municipal delegation kit
L-07 · L-09 · L-21 · L-22
Open the kit →Read the lessonOn-the-record communications
L-08 · L-14 · L-22 · R-07 · R-20
Open the kit →Read the lessonVolunteer placement & practice
G-02 · G-05 · G-09 · G-10
Open the kit →Read the lesson01Read the lesson
02Use the worksheet
03Practise safely
04Discuss & review
How to use these templates
Choose a kit or search by task. Open the fields and checks, then download a text file or copy the template. Use fictional information for practice. Downloading submits nothing to the site. Keep completed records in the approved channel; mandates, reviews and permissions remain separate.
Register as a research volunteer for free →The template library
4 templates shown ·Selected for this workflow.
Decision record
Record who decided what, under which authority.
Open fields and completion checks
Required fields
- Decision
- Authority
- Date and participants
- Quorum if applicable
- Conflicts and recusals
- Evidence considered
- Reasons
- Conditions
- Review date
- Publication class
Completion checks
- Do not invent authority
- Record dissent where appropriate
- Protect personal information
Typical roles: administrator · governance officer
Meeting minutes
Keep an accurate organizational meeting record.
Open fields and completion checks
Required fields
- Body and meeting type
- Date and attendees
- Chair and recorder
- Conflicts
- Agenda
- Discussion summary
- Motions and votes
- Decisions
- Action owners
- Approval date
Completion checks
- Minutes are not a transcript
- Separate confidential annexes
- Correct draft minutes through the approval process
Typical roles: administrator · governance officer
Conflict and recusal register
Track disclosed conflicts and responses.
Open fields and completion checks
Required fields
- Person and role
- Interest or relationship
- Affected matter
- Disclosure date
- Risk assessment
- Restrictions
- Recusal period
- Decision-maker
- Review date
Completion checks
- Limit access to necessary administrators
- Do not treat disclosure as misconduct
- Update and close records deliberately
Typical roles: governance officer · administrator
Independent review terms
Commission a properly vetted external review.
Open fields and completion checks
Required fields
- Question and scope
- Reviewer qualifications
- Independence and conflicts
- Access to records
- Method
- Confidentiality
- Reporting line
- Publication plan
- Limitations
- Budget and deadline
Completion checks
- Reviewer must control findings
- Disclose material limitations
- Do not promise unrestricted access to privileged or third-party records
Typical roles: governance officer · administrator