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-21
Government relations

Municipal delegation preparation and clerk checklist

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

Download .txt
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 .txt
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