Tools & Downloads
Worksheets, templates, and quick-reference guides to support your advocacy practice.
Advocacy vs. Activism Quick Reference
1-page comparison card
From: Module 1.3 — Advocacy vs. Activism
Blank Archetype Profile Template
The full 6-step profiling method as a 2-page fillable PDF.
From: Module 3.3 — Building Your Own Archetype Profile
Rhythm & Pacing Quick Reference
One-page reference covering the Emotional Gear system (sentence length effects), pacing rules (when to slow down and speed up), and the Flat vs. Alive revision technique.
From: Module 2.2 — Crafting Basics — Rhythm, Pacing & Sensory Detail
Advanced Counterargument Framework
Four types of counterarguments with strategies and examples.
From: Module 3.4 — Advanced Counterarguments
ALARA Quick Reference
1-page method summary
From: Module 1.6 — Basic Counterarguments
Logical Fallacies Field Guide
All 6 fallacies with advocacy-specific examples, responses, and self-audit prompts.
From: Module 3.5 — Logical Fallacies — Field Guide for Advocates
Advanced Story Map Template
Two-map comparison format — fill in Story Maps for two different listeners side by side. Includes strategic questions for each element.
From: Module 2.3 — Story Map — Advanced Application
Advocacy Ecosystem Reference Card
The 10-80-10 Rule, three-zone ecosystem map, coalition seed roles, and prioritization framework on one page.
From: Module 3.6 — From Coalitions to Campaigns
Trigger Inventory Worksheet
1-page fillable PDF
From: Module 1.4 — Emotional Fortitude Basics
Media & Digital Advocacy Reference
The Newsworthiness Checklist, 80/20 Rule, platform-archetype matching, and earned+digital coordination on one page.
From: Module 3.7 — Media & Digital Advocacy
Personal Narrative Writing Guide
Two-page guide covering the personal narrative formula, four common pitfalls, the Dignity Check, and the Mechanism Check — everything you need to write and refine your story.
From: Module 2.4 — Personal Narrative Exercise
Legislative & Institutional Advocacy Reference
The 6-stage legislative process, staff relationship strategy, testimony structure, coalition testimony roles, and inside-out/outside-in framework.
From: Module 3.8 — Legislative & Institutional Advocacy
Movement Leadership Portfolio Template
Multi-section portfolio template with page layouts for each of the four portfolio components, including narrative prompts, table frameworks, and space for reflection notes. This is the capstone artifact students will take away from Level 4.
From: Module 4.10 — Leadership Capstone
Opposition & Setbacks Reference Card
The Setback Taxonomy, opposition playbook (5 tactics with responses), pivot-or-persist framework, and productive vs destructive conflict guide.
From: Module 3.10 — Managing Opposition & Setbacks
Five Archetypes Quick Reference
One-page reference card with all five archetypes — core values, resistance triggers, entry points, scene choices, and example asks. Keep it handy when planning conversations.
From: Module 2.5 — Archetype Deep Dive
30-Day Challenge Tracker
Printable daily log with action categories, reflection prompts, heat tracking, and weekly theme guides.
From: Module 3.11 — The 30-Day Advocacy Challenge
The 5 Non-Negotiables Expanded
1-page reference with examples
From: Module 1.7 — The Ethical Rules (Deep Dive)
Coalition Advocacy Plan Template
Complete 6-section template for your capstone Coalition Advocacy Plan with prompts for every element.
From: Module 3.12 — Coalition Capstone
Pre-Suasion Sequence Planner
One-page planner for designing a complete pre-suasion sequence — environment, opening, bridge, and entry point — customized for each archetype.
From: Module 2.6 — Advanced Pre-Suasion
Metaphor & Symbolism Reference Card
The three tools of layered meaning, controlling metaphor selection method, symbol placement rules, archetype-specific metaphor guide, and the heavy-handedness test.
From: Module 4.1 — Advanced Narrative Craft
Mission Statement Worksheet
1-page fillable PDF with the Three Circles framework
From: Module 1.2 — Welcome & Mission Setup
Campaign Design Reference Card
SMART goals framework, Commitment Ladder, Big Rocks method, resource inventory, impact vs vanity metrics, and the one-page campaign plan template.
From: Module 3.9 — Campaign Design & Planning
Recovery Protocol Template
Fillable template for building your personalized three-phase Recovery Protocol — immediate, short-term, and longer-term strategies for emotional processing after advocacy conversations.
From: Module 2.7 — Emotional Fortitude — Advanced
Campaign Ecosystem Template
Planning template with dependency logic columns, escalation ladder scaffold, and decision tree framework. Multi-page planning document for designing interconnected campaign systems.
From: Module 4.2 — Campaign Architecture
Alliance Conversation Template
2-page fillable template with all 5 phases
From: Module 1.8 — Your First Alliance Conversation
Distributed Leadership Model
Reference card illustrating the hub-and-spoke failure mode vs. the networked leadership model, with five distributed leadership roles defined and the Leadership Paradox stated as a design principle.
From: Module 4.3 — Movement Leadership
Five Argument Patterns Quick Reference
One-page reference card with all five structural argument patterns, their diagnostic features, and response strategies.
From: Module 2.8 — Complex Counterarguments
501(c)(3) Advocacy Boundaries Reference
Single-page reference card distinguishing permitted advocacy (broad), restricted lobbying (limited), and prohibited political activity (none). Includes the substantial-part test and the 501(h) expenditure election option.
From: Module 4.4 — Organizational Advocacy
Story Map Template
1-page fillable PDF
From: Module 1.1 — Why Stories Win
Narrative Framing Guide
Reference card on frame theory: what frames are, how they're set, why early frame-setting matters, and a framework for analyzing any news story to identify the active frame. Includes the counter-framing protocol.
From: Module 4.5 — Advanced Media Strategy
Message Matrix Template
Blank Message Matrix template for mapping your advocacy goal across all five archetypes — entry points, story frames, tones, asks, and channels.
From: Module 2.9 — Multi-Audience Targeting
Fundraising Story Map Template
Multi-section planning template mapping each Story Map element to the corresponding fundraising communication moment, with prompts for each section and examples of strong vs. weak fundraising narrative at each element.
From: Module 4.6 — Fundraising Narratives
Capstone Conversation Planner
Comprehensive one-page planner integrating all Level 2 tools into a single conversation design — pre-suasion, narrative, handoff, ask, counterarguments, and recovery.
From: Module 2.10 — Collaborative Storytelling & Capstone
Advocacy Metrics Framework
Reference card with the activity vs. outcome metric distinction defined, a table of common advocacy metrics classified as activity or outcome, and the five questions to test whether a new metric is actually measuring change.
From: Module 4.7 — Data-Informed Advocacy
Pre-Suasion Quick Reference
1-page summary of the 3 principles
From: Module 1.5 — Pre-Suasion Intro
Cross-Movement Bridge Template
Planning template for mapping intersection points between your issue and five adjacent movements, with prompts for shared values, bridging language, and strategic benefit analysis.
From: Module 4.8 — Cross-Movement Solidarity
Five Archetypes Strategic Reference
All 5 archetypes with the full five-layer profiling method.
From: Module 3.1 — The Archetype System
Mentoring Plan Template
Multi-session fillable template for designing a structured informal mentoring plan, with sections for learning objectives, methods, between-session assignments, and progress assessment criteria.
From: Module 4.9 — Mentoring Others
The Four Mechanisms Reference Card
One-page quick reference covering all four narrative persuasion mechanisms — what they are, what they look like when working, and what to check for in your own stories.
From: Module 2.1 — Why Stories Win — Review & Elevation
Country Raised Archetype Profile
Full demographic, psychographic, values, objections, and strategy profile.
From: Module 3.2 — Country Raised — Deep Dive
Advocacy Philosophy Prompts
Reference card with 12 reflective prompts for writing the personal advocacy philosophy statement, plus annotated examples of strong philosophy statement passages and the five things a good advocacy philosophy does (and the five things it doesn't do).
From: Module 4.10 — Leadership Capstone
No-Heat Phrase Bank
Pocket card PDF
From: Module 1.1 — Why Stories Win
60-Second Test Checklist
Half-page reference card
From: Module 1.2 — Welcome & Mission Setup
React vs Respond Quick Reference
Half-page reference card
From: Module 1.4 — Emotional Fortitude Basics
Pre-Suasion Planning Template
1-page fillable planning worksheet
From: Module 1.5 — Pre-Suasion Intro
Objection Category Cheat Sheet
Half-page reference card
From: Module 1.6 — Basic Counterarguments
Heat Check Checklist Full Version
1-page review checklist
From: Module 1.7 — The Ethical Rules (Deep Dive)
Conversation Checklist
1-page pre-conversation review checklist
From: Module 1.8 — Your First Alliance Conversation
Mini-Campaign Planner
One-page campaign planning worksheet — goal, audience profiles, channel strategy, timeline, and success metrics.
From: Module 2.9 — Multi-Audience Targeting
Micro-Story Self-Assessment Worksheet
Printable one-page worksheet for scoring your micro-story against all four mechanisms with space for notes and goal-setting.
From: Module 2.1 — Why Stories Win — Review & Elevation
Sensory Detail Prompts
Twenty starter prompts across all five senses for advocacy storytelling — use these when you need to ground a scene in vivid, concrete detail.
From: Module 2.2 — Crafting Basics — Rhythm, Pacing & Sensory Detail
The Turn: Writing Guide
Half-page guide to writing the pivotal moment — what makes a turn land, common mistakes, and three examples from different advocacy contexts.
From: Module 2.3 — Story Map — Advanced Application
Memory Mine Worksheet
One-page fillable worksheet for capturing your five key moments — the raw material for your personal narrative.
From: Module 2.4 — Personal Narrative Exercise
Listener Profile Worksheet
Fillable worksheet for profiling a specific person — archetype identification, value mapping, language choices, and Story Map planning for that individual.
From: Module 2.5 — Archetype Deep Dive
Channel Factor Checklist
Quick-reference checklist for adding Channel Factors to any advocacy ask — four questions to transform vague intentions into specific actions.
From: Module 2.6 — Advanced Pre-Suasion
Weekly Capacity Check Worksheet
Printable weekly check-in with the five Capacity Check questions — Energy, Empathy, Patience, Perspective, and Joy — plus space for rhythm adjustments.
From: Module 2.7 — Emotional Fortitude — Advanced
Concede-and-Redirect Formula Card
Pocket-sized formula card for the Concede-and-Redirect technique with examples across all five argument patterns.
From: Module 2.8 — Complex Counterarguments
Level 2 Skills Checklist
Self-assessment checklist for all Level 2 skills with space for notes on areas needing additional practice before Level 3.
From: Module 2.10 — Collaborative Storytelling & Capstone
Archetype Story Map Planner
One-page fillable planner for calibrating your Story Map to any archetype.
From: Module 3.1 — The Archetype System
Country Raised Objection Response Guide
All 5 objections with ALARA response templates.
From: Module 3.2 — Country Raised — Deep Dive
Archetype Profiling Quick Guide
One-page reference for the profiling method with common mistakes to avoid.
From: Module 3.3 — Building Your Own Archetype Profile
Preemptive Rebuttal Template
Templates and examples for building preemptive rebuttals into your narratives.
From: Module 3.4 — Advanced Counterarguments
Self-Audit Checklist
Half-page checklist for auditing your own arguments for fallacy contamination.
From: Module 3.5 — Logical Fallacies — Field Guide for Advocates
Coalition Seed Planner
Fillable worksheet for mapping your ecosystem, building your ripple map, and identifying your coalition seed.
From: Module 3.6 — From Coalitions to Campaigns
Media Pitch & Op-Ed Template
Fillable templates for writing a media pitch email and structuring a 600-800 word op-ed.
From: Module 3.7 — Media & Digital Advocacy
Public Testimony & Staff Outreach Template
Fillable templates for writing public testimony and planning staff relationships.
From: Module 3.8 — Legislative & Institutional Advocacy
Opposition Profile & Morale Template
Fillable templates for profiling organized opposition and designing your coalition morale protocol.
From: Module 3.10 — Managing Opposition & Setbacks
Challenge Debrief Worksheet
Fillable debrief template covering numbers, patterns, surprises, revisions, and post-challenge SMART goals.
From: Module 3.11 — The 30-Day Advocacy Challenge
Level 3 Toolkit Checklist
Comprehensive checklist of every tool, framework, and template built across Level 3 modules.
From: Module 3.12 — Coalition Capstone
Controlling Metaphor Worksheet
Fillable worksheet for mining metaphors, selecting your controlling metaphor, and planning symbol placement across your narrative.
From: Module 4.1 — Advanced Narrative Craft
90-Day Campaign Planner
Fillable worksheet with SMART goals, 12-week Big Rocks timeline, resource inventory, and pivot point checkpoints.
From: Module 3.9 — Campaign Design & Planning
Escalation Ladder Planner
Single-concept reference card showing the anatomy of an escalation ladder with a worked example and the key principle: escalation should look proportional to observers, not reactive.
From: Module 4.2 — Campaign Architecture
Leader Development Plan Template
Fillable worksheet with sections for each emerging leader: current strengths, development gaps, mentoring practices, milestones, and 90-day review prompts.
From: Module 4.3 — Movement Leadership
Organizational Advocacy Policy Template
Multi-section fillable template for drafting an organizational advocacy policy, with sample language for each section and IRS compliance notes.
From: Module 4.4 — Organizational Advocacy
Crisis Communication Template
Fillable crisis communication protocol template with prompts for each crisis type, activation thresholds, 2-hour checklist, and holding statement templates.
From: Module 4.5 — Advanced Media Strategy
Grant Narrative Structure Guide
Reference card on the Story Map adapted for institutional funders, including the six-element structure with an annotated example grant narrative paragraph. Notes on what foundation program officers look for and how narrative transportation applies in institutional contexts.
From: Module 4.6 — Fundraising Narratives
Data Collection Planning Worksheet
Fillable worksheet for building a data collection plan, with columns for metric, method, timing, responsible person, instrument, and quality standard. Includes a resource guide for low-cost measurement tools appropriate for small nonprofits.
From: Module 4.7 — Data-Informed Advocacy
Solidarity Boundaries Worksheet
Fillable worksheet for defining cross-movement boundaries: criteria for partnership, non-negotiable values, red-line tactics, and the internal decision process for responding to solidarity requests.
From: Module 4.8 — Cross-Movement Solidarity
Constructive Feedback Guide
Reference card on the anatomy of strong developmental feedback: what makes feedback useful vs. useless, the SBI (Situation-Behavior-Impact) model adapted for advocacy skills, and the five failure modes of mentoring feedback (too soft, too vague, too personal, too prescriptive, too comparative).
From: Module 4.9 — Mentoring Others
Counterargument Scripting Worksheet
2-page fillable scripting template
From: Module 1.6 — Basic Counterarguments
Self-Care for Advocates Checklist
1-page checklist
From: Module 1.4 — Emotional Fortitude Basics