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.

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The template library

4 templates shown ·Selected for this workflow.
L-07
Government relations

Government briefing note

Give officials a short, sourced and actionable explanation.

Download .txt
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-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

L-11
Government relations

Committee witness preparation

Prepare truthful testimony and document follow-up.

Download .txt
Open fields and completion checks

Required fields

  1. Committee and study
  2. Invitation and appearance rules
  3. Opening statement
  4. Likely questions
  5. Evidence book
  6. Difficult questions and truthful answer limits
  7. Spokesperson roles
  8. Undertakings
  9. Transcript correction process

Completion checks

  • Never coach a witness to mislead
  • Distinguish personal and organizational views
  • Correct the record promptly

Typical roles: advocacy officer · researcher · communications lead

L-14
Government relations

Undertaking and follow-up log

Ensure promises made in meetings are accurate and completed.

Download .txt
Open fields and completion checks

Required fields

  1. Contact report ID
  2. Undertaking
  3. Person responsible
  4. Approval required
  5. Due date
  6. Response sent
  7. Source verification
  8. Recipient acknowledgement

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