CDDA · YOUR WORKING TOOLKIT

Good questions. Strong records.

Blank templates to learn, prepare and document your work. Explore freely, without an account or paid membership.

01Read 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.
L-09
Government relations

Written government submission

Submit a complete policy position to an official process.

Download .txt
Open fields and completion checks

Required fields

  1. Consultation or committee
  2. Submitting organization
  3. Executive summary
  4. Question addressed
  5. Evidence and authorities
  6. Recommendation
  7. Implementation path
  8. Costs and impacts
  9. Contrary views
  10. Appendices and contact

Completion checks

  • Confirm the applicable federal, provincial, territorial or municipal lobbying rules before contact
  • Obtain a written CDDA mandate and use only approved positions
  • Record the public office holder, date, subject and participants
  • Never offer a gift, benefit, favour or misleading information
  • Send required registrations or returns through the official registry—not through this workspace template

Typical roles: advocacy officer · researcher

G-02
Governance & people

Role mandate

Define a role before access or public representation.

Download .txt
Open fields and completion checks

Required fields

  1. Role title
  2. Purpose
  3. Jurisdiction
  4. Powers
  5. Prohibited actions
  6. Reporting line
  7. Access permissions
  8. Term
  9. Training
  10. Removal and handoff

Completion checks

  • Least-privilege access
  • No spending or speaking authority unless written
  • Review on role changes

Typical roles: administrator · people coordinator · governance officer

G-09
Governance & people

Volunteer skills and placement plan

Match a volunteer’s offered skills to a scoped assignment without granting extra access.

Download .txt
Open fields and completion checks

Required fields

  1. Existing person/application reference and exact account email
  2. Province, preferred language, accessibility and availability
  3. Offered skills, examples and learning interests
  4. Proposed team, supervisor, jurisdiction and assignment
  5. Training needed and permitted current access
  6. Required declarations or separate confidential-project checks
  7. First task, template, support contact and review date
  8. Volunteer acceptance and authorized placement decision

Completion checks

  • Research volunteering is free; open participation has no prior screening requirement
  • Reuse existing records; a placement worksheet does not activate a role
  • Escalate assignments outside your appointed jurisdiction

Typical roles: people coordinator · regional coordinator

G-10
Governance & people

Practice workshop observation and next steps

Record demonstrated practice, support needs and an accountable next step.

Download .txt
Open fields and completion checks

Required fields

  1. Workshop, lesson/version, participant and observer
  2. Fictional scenario and linked template codes
  3. Task observed and specific demonstration
  4. Sources checked, contrary evidence and recordkeeping
  5. What remains uncertain or needs correction
  6. Feedback, support and re-practice plan
  7. Next task, owner, target date and review
  8. Separate authorization decision, if any, by an authorized administrator

Completion checks

  • Use fictional data; do not practise by editing real applications
  • Observation is not a professional credential or automatic clearance
  • Record gaps constructively and retain the participant’s questions

Typical roles: coordinator · people coordinator · regional coordinator