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 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.
G-02
Governance & people

Role mandate

Define a role before access or public representation.

Download Word (.docx)
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

L-21
Government relations

Municipal delegation preparation and clerk checklist

Prepare a delegation using the specific municipality’s verified procedure.

Download Word (.docx)
Open fields and completion checks

Required fields

  1. Municipality, council/committee, meeting date and agenda item
  2. Official clerk/procedure URL and date verified
  3. Registration deadline, speaking time and attachment requirements
  4. Applicable lobbying check reference and authorized mandate
  5. Speaker, accessibility/language needs and clerk confirmation
  6. Opening, supported findings and exact requested resolution
  7. Approved evidence index, contrary material and version
  8. Receipt, agenda publication, minutes/recording links and follow-up owner

Completion checks

  • Verify local rules; another city’s procedure is only an example
  • Registration or email delivery does not prove the submission is on the official record
  • Practise within the verified speaking limit and answer truthfully

Typical roles: advocacy officer · regional coordinator

L-22
Government relations

Submission receipt and official-record follow-up

Distinguish sending, receipt, official inclusion, response and outcome.

Download Word (.docx)
Open fields and completion checks

Required fields

  1. Submission ID, approved version, sender and authority
  2. Recipient office and designated filing channel
  3. Sent date/time, original message and attachment inventory
  4. Delivery evidence and separate acknowledgment reference
  5. Official docket/agenda/file reference or inclusion still unconfirmed
  6. Exact substantive response, source and date
  7. Follow-up request, owner, due/review date and escalation
  8. Outcome, outstanding issues, corrections and closure reason

Completion checks

  • An acknowledgment is not agreement; silence is not an admission
  • Label personal notes separately from official minutes
  • Use sourced deadlines and preserve the sent version

Typical roles: advocacy officer · secretary general · regional coordinator

G-09
Governance & people

Volunteer skills and placement plan

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

Download Word (.docx)
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