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.
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3 templates shown ·Selected for this workflow.
Research & evidenceIssue intake
Define the question before work begins.
Open fields and completion checks
Required fields
- Requestor and date
- Exact question
- Jurisdiction and decision-maker
- Known deadline
- Requested output
- Potential overlap
- Initial sensitivity class
Completion checks
- Search the project register
- Do not promise a legal conclusion
- Identify urgent legal deadlines for referral
Typical roles: researcher · coordinator · regional coordinator
Research & evidenceScope and research plan
Set boundaries, methods, owners and completion gates.
Open fields and completion checks
Required fields
- Question and exclusions
- Definitions
- Jurisdiction and date range
- Research tasks and owners
- Required primary sources
- Contrary-evidence plan
- Reviewers and due dates
- Publication status
Completion checks
- Use primary sources where available
- Give exact page, paragraph, section or timestamp
- Separate facts, allegations, opinions, law, inferences and open questions
- Record material contrary evidence and unresolved gaps
Typical roles: coordinator · regional coordinator
Government relationsWritten government submission
Submit a complete policy position to an official process.
Open fields and completion checks
Required fields
- Consultation or committee
- Submitting organization
- Executive summary
- Question addressed
- Evidence and authorities
- Recommendation
- Implementation path
- Costs and impacts
- Contrary views
- 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