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

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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

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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

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Advanced Counterargument Framework

Four types of counterarguments with strategies and examples.

From: Module 3.4 — Advanced Counterarguments

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ALARA Quick Reference

1-page method summary

From: Module 1.6 — Basic Counterarguments

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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

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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

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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

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Trigger Inventory Worksheet

1-page fillable PDF

From: Module 1.4 — Emotional Fortitude Basics

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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

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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

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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

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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

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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

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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

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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

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The 5 Non-Negotiables Expanded

1-page reference with examples

From: Module 1.7 — The Ethical Rules (Deep Dive)

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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

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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

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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

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Mission Statement Worksheet

1-page fillable PDF with the Three Circles framework

From: Module 1.2 — Welcome & Mission Setup

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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

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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

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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

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Alliance Conversation Template

2-page fillable template with all 5 phases

From: Module 1.8 — Your First Alliance Conversation

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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

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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

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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

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Story Map Template

1-page fillable PDF

From: Module 1.1 — Why Stories Win

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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

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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

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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

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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

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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

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Pre-Suasion Quick Reference

1-page summary of the 3 principles

From: Module 1.5 — Pre-Suasion Intro

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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

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Five Archetypes Strategic Reference

All 5 archetypes with the full five-layer profiling method.

From: Module 3.1 — The Archetype System

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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

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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

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Country Raised Archetype Profile

Full demographic, psychographic, values, objections, and strategy profile.

From: Module 3.2 — Country Raised — Deep Dive

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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

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No-Heat Phrase Bank

Pocket card PDF

From: Module 1.1 — Why Stories Win

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60-Second Test Checklist

Half-page reference card

From: Module 1.2 — Welcome & Mission Setup

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React vs Respond Quick Reference

Half-page reference card

From: Module 1.4 — Emotional Fortitude Basics

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Pre-Suasion Planning Template

1-page fillable planning worksheet

From: Module 1.5 — Pre-Suasion Intro

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Objection Category Cheat Sheet

Half-page reference card

From: Module 1.6 — Basic Counterarguments

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Heat Check Checklist Full Version

1-page review checklist

From: Module 1.7 — The Ethical Rules (Deep Dive)

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Conversation Checklist

1-page pre-conversation review checklist

From: Module 1.8 — Your First Alliance Conversation

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Mini-Campaign Planner

One-page campaign planning worksheet — goal, audience profiles, channel strategy, timeline, and success metrics.

From: Module 2.9 — Multi-Audience Targeting

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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

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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

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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

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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

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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

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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

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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

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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

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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

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Archetype Story Map Planner

One-page fillable planner for calibrating your Story Map to any archetype.

From: Module 3.1 — The Archetype System

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Country Raised Objection Response Guide

All 5 objections with ALARA response templates.

From: Module 3.2 — Country Raised — Deep Dive

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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

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Preemptive Rebuttal Template

Templates and examples for building preemptive rebuttals into your narratives.

From: Module 3.4 — Advanced Counterarguments

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Self-Audit Checklist

Half-page checklist for auditing your own arguments for fallacy contamination.

From: Module 3.5 — Logical Fallacies — Field Guide for Advocates

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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

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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

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Public Testimony & Staff Outreach Template

Fillable templates for writing public testimony and planning staff relationships.

From: Module 3.8 — Legislative & Institutional Advocacy

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Opposition Profile & Morale Template

Fillable templates for profiling organized opposition and designing your coalition morale protocol.

From: Module 3.10 — Managing Opposition & Setbacks

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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

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Level 3 Toolkit Checklist

Comprehensive checklist of every tool, framework, and template built across Level 3 modules.

From: Module 3.12 — Coalition Capstone

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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Counterargument Scripting Worksheet

2-page fillable scripting template

From: Module 1.6 — Basic Counterarguments

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Self-Care for Advocates Checklist

1-page checklist

From: Module 1.4 — Emotional Fortitude Basics

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