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

5 templates shown ·Selected for this workflow.
R-07
Research & evidence

Chronology

Create a sourced sequence of material events.

Download .txt
Open fields and completion checks

Required fields

  1. Date and time
  2. Event or decision
  3. Actor
  4. Source and exact location
  5. Confidence
  6. Disputed account
  7. Legal or policy significance

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

L-08
Government relations

Meeting contact report

Create the authoritative record after a government contact.

Download .txt
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

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

R-20
Research & evidence

Original evidence preservation and custody log

Keep originals traceable and distinguish them from working copies.

Download .txt
Open fields and completion checks

Required fields

  1. Record ID, collector, collection date/time and time zone
  2. Original source, lawful access method and precise location
  3. Original filename, format, size and optional verified digest
  4. Controlled storage reference and access class; no passwords
  5. Transfer history: from/to, date, purpose and receipt
  6. Working copies, annotations, redactions and version links
  7. Retention instruction, owner and review date
  8. Missing provenance, integrity concerns and escalation

Completion checks

  • Do not overwrite or annotate the preserved original
  • Do not claim this worksheet proves court admissibility
  • Use approved storage and collect only necessary personal data

Typical roles: researcher · coordinator · legal liaison

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