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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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