Research starter kit
R-01 · R-02 · R-05 · R-06 · R-19 · R-20
Open the kit →Read the lessonCDDA · YOUR WORKING TOOLKIT
Good questions. Strong records.
Blank templates to learn, prepare and document your work. Explore freely, without an account or paid membership.
Municipal delegation kit
L-07 · L-09 · L-21 · L-22
Open the kit →Read the lessonOn-the-record communications
L-08 · L-14 · L-22 · R-07 · R-20
Open the kit →Read the lessonVolunteer placement & practice
G-02 · G-05 · G-09 · G-10
Open the kit →Read the lesson01Read 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.
Register as a research volunteer for free →The template library
4 templates shown ·Selected for this workflow.
Role mandate
Define a role before access or public representation.
Open fields and completion checks
Required fields
- Role title
- Purpose
- Jurisdiction
- Powers
- Prohibited actions
- Reporting line
- Access permissions
- Term
- Training
- Removal and handoff
Completion checks
- Least-privilege access
- No spending or speaking authority unless written
- Review on role changes
Typical roles: administrator · people coordinator · governance officer
Volunteer onboarding checklist
Complete safeguards before activating access.
Open fields and completion checks
Required fields
- Identity and exact sign-in email
- Role and region
- Reference or experience review
- Conflict declaration
- Conduct acceptance
- Privacy and security training
- Confidentiality undertaking
- Supervisor
- Access approved by and date
Completion checks
- Complete appointment-specific checks before protected-role activation; open research volunteering is separate
- Match access to role and jurisdiction
- Remove access promptly when service ends
Typical roles: people coordinator
Volunteer skills and placement plan
Match a volunteer’s offered skills to a scoped assignment without granting extra access.
Open fields and completion checks
Required fields
- Existing person/application reference and exact account email
- Province, preferred language, accessibility and availability
- Offered skills, examples and learning interests
- Proposed team, supervisor, jurisdiction and assignment
- Training needed and permitted current access
- Required declarations or separate confidential-project checks
- First task, template, support contact and review date
- Volunteer acceptance and authorized placement decision
Completion checks
- Research volunteering is free; open participation has no prior screening requirement
- Reuse existing records; a placement worksheet does not activate a role
- Escalate assignments outside your appointed jurisdiction
Typical roles: people coordinator · regional coordinator
Practice workshop observation and next steps
Record demonstrated practice, support needs and an accountable next step.
Open fields and completion checks
Required fields
- Workshop, lesson/version, participant and observer
- Fictional scenario and linked template codes
- Task observed and specific demonstration
- Sources checked, contrary evidence and recordkeeping
- What remains uncertain or needs correction
- Feedback, support and re-practice plan
- Next task, owner, target date and review
- Separate authorization decision, if any, by an authorized administrator
Completion checks
- Use fictional data; do not practise by editing real applications
- Observation is not a professional credential or automatic clearance
- Record gaps constructively and retain the participant’s questions
Typical roles: coordinator · people coordinator · regional coordinator