Free Template Library
Staring at a blank page and not sure how to start? Copy these, fill in the [brackets], and change the words so they sound like you.
They are free to use. Keep a copy of anything you send. If you would like a printable version, the Self Advocacy Starter Kit is a good next step.
1. One page meeting plan
Meeting with: [name and organisation]
Date and time: [when]
What I want to happen: [one sentence]
My three main points:
- [point one]
- [point two]
- [point three]
Questions I want answered:
- [question one]
- [question two]
If they say no, I will ask: “Can you tell me the reason, and how I can ask for it to be reviewed?”
More help: How to Prepare for a Difficult Meeting.
2. Question builder
Pick the ones that fit:
- What are my options?
- What happens next, and by when?
- Who is making this decision?
- Which rule or policy is this based on?
- What would you need from me to change the decision?
- Who can I speak to if I disagree?
3. Contact log
| Date | Who I spoke to | What was said | What was agreed | Follow up by |
|---|---|---|---|---|
| [date] | [name, role] | [one or two lines] | [who will do what] | [date] |
More help: Documenting and Tracking Advocacy Efforts.
4. Follow up after a call
Hello [name],
Thank you for speaking with me today. I understood that [what was agreed], and that it would happen by [date].
Please let me know if I have anything wrong.
Kind regards,
[your name], [reference number]
5. Ask for reasons in writing
Hello [name],
I would like to understand the decision about [what]. Could you please send me the reasons for it in writing, including which rule or policy it is based on?
Thank you,
[your name], [reference number]
6. Ask for a review
Hello [name],
I would like to ask for the decision made on [date] about [what] to be reviewed. [One or two lines on why, and what information you would like them to look at.]
Could you please tell me how the review works and when I can expect an outcome?
Thank you,
[your name], [reference number]
7. Ask for an adjustment
Hello [name],
To take part in [what], I need [the adjustment, for example more time, information in plain words, a different way to attend]. This is because [one line, only as much as you are comfortable sharing].
Please let me know if you need anything else from me.
Thank you,
[your name]
More on wording: How to Write a Clear Advocacy Email.
The bit that matters most
A template is only a starting point. If your own words feel more like you, use them. What matters is that the request is clear, dated and in writing.
Not sure where to start?
Take a three minute check-in, or grab the free Starter Kit.