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.

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The template library

4 templates shown ·Selected for this workflow.
L-01
Government relations

Lobbying applicability assessment

Decide whether a planned activity may trigger registration or reporting.

Download Word (.docx)
Open fields and completion checks

Required fields

  1. Jurisdiction
  2. Organization and people involved
  3. Paid or unpaid status
  4. Target institutions and officials
  5. Communication purpose
  6. Grassroots activity
  7. Threshold or exemption considered
  8. Official guidance checked
  9. Decision owner and review date

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 · legal liaison · governance officer

L-02
Government relations

Advocacy mandate authorization

Give a representative a precise written mandate.

Download Word (.docx)
Open fields and completion checks

Required fields

  1. Authorized representative
  2. Issue and approved position
  3. Permitted asks
  4. Prohibited commitments
  5. Target jurisdictions
  6. Start and end dates
  7. Spending limit
  8. Reporting duty
  9. Approver

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 · administrator · governance officer

L-07
Government relations

Government briefing note

Give officials a short, sourced and actionable explanation.

Download Word (.docx)
Open fields and completion checks

Required fields

  1. Issue
  2. Purpose
  3. Executive summary
  4. Current framework
  5. Evidence
  6. Options
  7. CDDA recommendation
  8. Implementation considerations
  9. Contrary position
  10. Sources and contact

Completion checks

  • Keep advocacy distinct from verified fact
  • State costs and trade-offs
  • Use approved organizational positions only

Typical roles: advocacy officer · researcher · communications lead

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