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.
R-05
Research & evidence

Source register

Preserve provenance for every source.

Download Word (.docx)
Open fields and completion checks

Required fields

  1. Source ID
  2. Author or issuing body
  3. Title
  4. Publication date
  5. URL or repository
  6. Access date
  7. Source class A–E
  8. Exact location
  9. Verification status
  10. Archive note

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: researcher

R-06
Research & evidence

Evidence matrix

Connect each proposition to evidence and contradiction.

Download Word (.docx)
Open fields and completion checks

Required fields

  1. Proposition
  2. Classification
  3. Supporting source and location
  4. Contrary source and location
  5. Reliability assessment
  6. Known gap
  7. Researcher status
  8. Reviewer decision

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: researcher · reviewer

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-08
Government relations

Meeting contact report

Create the authoritative record after a government contact.

Download Word (.docx)
Open fields and completion checks

Required fields

  1. Date, method and location
  2. Officials and institutions
  3. CDDA participants
  4. Who initiated
  5. Subjects discussed
  6. Requests made
  7. Information provided
  8. Commitments and undertakings
  9. Reportable communication assessment
  10. Follow-up owner and deadline

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