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 an editable Word document (.docx) 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.
Role mandate
Define a role before access or public representation.
Open fields and completion checks
Required fields
- Role title
- Purpose
- Jurisdiction
- Powers
- Prohibited actions
- Reporting line
- Access permissions
- Term
- Training
- 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
Volunteer onboarding checklist
Complete safeguards before activating access.
Open fields and completion checks
Required fields
- Identity and exact sign-in email
- Role and region
- Reference or experience review
- Conflict declaration
- Conduct acceptance
- Privacy and security training
- Confidentiality undertaking
- Supervisor
- Access approved by and date
Completion checks
- Complete appointment-specific checks before protected-role activation; open research volunteering is separate
- Match access to role and jurisdiction
- Remove access promptly when service ends
Typical roles: people coordinator
Volunteer skills and placement plan
Match a volunteer’s offered skills to a scoped assignment without granting extra access.
Open fields and completion checks
Required fields
- Existing person/application reference and exact account email
- Province, preferred language, accessibility and availability
- Offered skills, examples and learning interests
- Proposed team, supervisor, jurisdiction and assignment
- Training needed and permitted current access
- Required declarations or separate confidential-project checks
- First task, template, support contact and review date
- 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
Practice workshop observation and next steps
Record demonstrated practice, support needs and an accountable next step.
Open fields and completion checks
Required fields
- Workshop, lesson/version, participant and observer
- Fictional scenario and linked template codes
- Task observed and specific demonstration
- Sources checked, contrary evidence and recordkeeping
- What remains uncertain or needs correction
- Feedback, support and re-practice plan
- Next task, owner, target date and review
- 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