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Staff Training Resources

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Professional worksheets, checklists, and templates built for advocates, nonprofit staff, and policy professionals. Each connects directly to The Policy Lab curriculum and is ready to put to work during session.

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Each worksheet is $3 — individually purchasable. Use the ones that match where you are right now. Each listing notes which Policy Lab lab it connects to most directly so you can pair your training with the right tools.
Track Every Bill. Never Miss a Move.

A ready-to-use spreadsheet built for Mississippi advocates — import into Google Sheets or Excel and start tracking the moment session opens.

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Spreadsheet · Labs 2 & 3 · Google Sheets & Excel Compatible
Mississippi Bill Tracker — Digital Spreadsheet
A fully formatted, import-ready spreadsheet with separate tabs for House and Senate bills. Tracks bill number, title, sponsor, committee, progress status, and your organization's position — all with built-in dropdowns so your data stays clean and consistent.

Included in the spreadsheet:
✦ Separate House and Senate tabs
✦ Progress dropdown: 15 status options from In Committee → Became Law
✦ Position dropdown: Support / Oppose / Watching
✦ Notes column for hearing dates, contacts, and next actions
✦ 200 rows per tab — enough for a full session
✦ Built-in instructions: Make a Copy → Search Legislature → Copy & Paste
✦ Color-coded legend for every status
One-time download
$3
Purchase & Download →
Works in Google Sheets & Microsoft Excel
Before, During & After Session

The checklists that keep you organized when session is moving fast and the details that matter get lost.

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Checklist · Labs 2 & 3
Pre-Session Readiness Checklist
Everything your organization should complete before January — priorities, relationships, trackers, and staff roles. The organizations that finish this checklist show up prepared. The ones who don't are scrambling by week two.
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Checklist · All Labs
Post-Session Debrief Checklist
Capture what happened — wins, losses, relationships, capacity gaps — before everyone exhales and moves on. The organizations that improve fastest are the ones that debrief systematically. Pairs with Labs 3, 4, and 6.
Track What's Moving in Real Time

Tools for staying on top of what's happening in Jackson when everything moves at once.

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Tracker · Lab 2
Weekly Session Tracker
A weekly reflection and tracking sheet for use during session. Bills that moved, actions taken, what's coming next week. The thread that keeps you from losing the plot when session gets fast and chaotic.
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Ranker · Labs 2 & 3
Bill Watch Priority Ranker
You're tracking 15 bills. You can only act on 3 this week. This ranker forces a weekly decision based on urgency, impact, and your ability to actually move it. Tracks everything without acting on nothing.
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Debrief · Labs 3 & 6
Hearing Debrief Worksheet
Fill this out within two hours of leaving a committee hearing. Who testified, what the committee's energy was, what the chair signaled, what your next move is. The institutional memory most organizations never capture.
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Analysis · All Labs
Win/Loss Analysis Worksheet
At the end of session, go through every priority bill. What happened, why, what you did well, what you'd change. Forces learning instead of just moving on. Pairs with the Post-Session Debrief Checklist.
Build Your Campaign Before Session Builds It for You

Frameworks for making intentional choices about where to focus your limited time and power.

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Framework · Labs 2 & 3
Issue Prioritization Matrix
A 2x2 scoring framework for deciding which policy issues to pursue this session — scored by urgency, impact, winability, and your capacity. Prevents the paralysis of tracking everything and acting on nothing.
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Framework · Lab 3
Power Mapping Worksheet
Map who holds the power over your issue and how to reach them. Decision-makers, influencers, allies, opponents — and the path from your organization to the people who can give you what you want.
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Framework · Labs 3 & 6
Advocacy Campaign Planning Framework
The one-page structure for running a full campaign through a bill — goal, audience, message, tactics, timeline, and success metrics. The difference between reacting to session and running a campaign through it.
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Worksheet · Labs 2 & 5
Policy Issue Clarity Worksheet
Go from "I care about education" to a specific, actionable policy ask. Walks through defining the problem, identifying who is affected, naming the solution, and writing the one sentence that a legislator can actually act on.
Build the Relationships That Move Bills

The tools for researching legislators, tracking relationships, and making every meeting count.

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Research · Lab 4
Legislator Research Worksheet
A structured template for researching a legislator before your first meeting — district profile, committee assignments, voting record, known priorities, and potential common ground. The anxiety before a meeting usually comes from not knowing enough. This fixes that.
Follow-Up · Lab 4
Post-Meeting Follow-Up Worksheet
Capture what was said, what commitments were made, and what your next step is — immediately after leaving a legislator's office. Turns a conversation into a record and a record into action. Most advocates lose this information within 48 hours.
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Coalition · Lab 6
Coalition Partner Assessment
Not every organization that shares your issue should be in your coalition. Assess alignment, capacity, reputation, and potential conflict before you make commitments. Prevents the coalition that looks good on paper and falls apart in February.
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Mapping · Labs 3 & 4
My Network Mapping Worksheet
Discover the relational capital you already have. Most advocates dramatically underestimate their connections. Map your direct relationships, second-degree connections, and organizational affiliations — then identify the gap and how to close it.
Say the Right Thing in Any Room

Worksheets for crafting messages that land — for legislators, community members, and media alike.

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Messaging · Labs 6 & 8
The Message Box Worksheet
Four quadrants that prepare you for every argument before it's made against you. What you say, what they say, what you say about their argument, and what they say about yours. Used by campaigns, advocacy organizations, and policy professionals nationwide.
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Communications · Labs 6 & 7
Plain Language Translation Worksheet
Say the same thing three completely different ways — for a community member, a legislator, and the media. Teaches the code-switching skill that separates advocates who are heard from advocates who are ignored.
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Digital · Lab 8
Social Media Advocacy Planning Worksheet
Turn a legislative priority into a coordinated social media campaign — audience, message, content plan, hashtags, call-to-action, and how to measure whether it's working. Bridges the gap between posting and organizing.
Build an Organization That Advocates Year-Round

Tools for assessing your organization's advocacy capacity and building the infrastructure to sustain it.

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Finance · Lab 7
Advocacy Budget Worksheet
Make the invisible investment in policy work visible — staff time, travel, printing, events, coalition dues. Most organizations dramatically undercount what they spend on advocacy and therefore dramatically underfund it. This worksheet makes it real.
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Leadership · All Labs
Board Advocacy Readiness Assessment
Does your board know what your 501(c)(3) can legally do — and do they support it? Helps executive directors identify the conversations that need to happen before session begins. Because board hesitation kills more advocacy than opposition does.
Assessment · All Labs
Organizational Power Analysis
What kind of power does your organization actually have — membership, legislative relationships, media connections, community trust, financial resources? Honest assessment across eight dimensions leads to smarter strategy and stops you from punching below your weight.
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Capacity · Labs 3 & 6
Staff Advocacy Skill Inventory
Who on your team knows what — and where are the training gaps? A simple self-assessment grid across six core advocacy skills. Know your team's strengths before session forces you to find out the hard way. Pairs directly with The Policy Lab certification path.
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Planning · All Labs
Year-Round Advocacy Calendar Template
Map the full 12-month advocacy cycle — debrief season, relationship building, priority setting, session prep, and session itself. The organizations most effective in January started in May. This calendar keeps that discipline.
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Template · Labs 2 & 3
Organizational Legislative Agenda Template
A one-page fillable template for defining your organization's session priorities — bills you support, bills you oppose, and bills you're monitoring. Share it with your board, staff, and coalition partners before session begins. Forces the clarity that keeps you focused.
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All worksheets below are completely free to download. No access code needed. No purchase required. Share them with your community, your congregation, your classroom, or your kitchen table. Policy literacy belongs to everyone.
For Anyone Who's New to This — Which Is Most People

You don't need a degree or a title to be an advocate. These worksheets meet you exactly where you are.

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Self-Discovery
Am I an Advocate?
Spoiler: you probably already are. This reflection worksheet helps you recognize what you've already been doing — and gives it a name. Because most people who are advocates don't call themselves that.
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Policy Literacy
Policy vs. Politics — What's the Difference?
Why you can care deeply about policy without choosing a party or getting into arguments. The distinction that removes the biggest barrier most people have to showing up.
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Issue Identification
Finding Your Issue
For someone who cares but doesn't know where to focus. Walks through values, lived experience, community connections, and capacity to help you land on the issue that's genuinely yours to work on.
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Action Planning
My First 30 Days as an Advocate
A simple day-by-day action calendar for someone brand new to advocacy. Day 1: find your legislator. Day 30: tell someone else what you learned. Removes the overwhelm of "where do I even start."
Wherever You Show Up, There's a Tool for You

Whether you're a parent, a business owner, a faith leader, a healthcare worker, or a first-time voter — policy affects your life and you have the right to affect it back.

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Faith Community
The Faith Leader Advocacy Guide
How to engage your congregation in civic issues without crossing any legal or denominational lines. Mississippi civic life runs through the church — this guide helps faith leaders use that trust responsibly and effectively.
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Parents & Families
The Parent Advocate Worksheet
Connect your child's classroom experience to the decisions made in Jackson. Parents are often the most motivated advocates and the least equipped — this worksheet bridges that gap and shows you exactly where to show up.
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Healthcare Workers
The Healthcare Worker Policy Worksheet
Nurses, social workers, and community health workers see policy failure every day. Your testimony changes votes. This worksheet helps you connect what you see at work to the decisions being made in Jackson — and how to make your voice heard.
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Small Business
The Business Owner Advocacy Worksheet
Connect your bottom line to what's happening in Jackson. Small business owners have enormous legislative interests and rarely show up to advocate for them. Your credibility as a job creator and community investor is unique. Use it.
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Young Adults
The Young Voter Policy Worksheet
Policy affects your life more than you realize — housing, wages, student debt, healthcare, criminal justice. This worksheet makes those connections concrete and shows you how much power you actually have between elections.
Tools Built for Groups — Do These Together

These worksheets are designed to be used with 5, 15, or 50 people. Bring them to your next community meeting, church small group, or neighborhood association and see what happens.

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Group Organizing
Community Problem-to-Policy Pipeline
From "something is wrong in our neighborhood" to "here is our specific policy ask and who we're taking it to." Designed for groups to do together — the conversation is as valuable as the answers.
Meeting Organizing
Community Meeting-to-Action Worksheet
Community meetings produce energy. Without structure that energy disappears in 48 hours. This worksheet captures the momentum before everyone leaves the room — priorities, decisions, who does what, and when you meet next.
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Community Analysis
Neighborhood Policy Audit
Walk your neighborhood. Look at what you see. Then ask: who decided this? Every pothole, every closed school, every under-resourced clinic is connected to a policy decision. This worksheet makes that connection visible and actionable.
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Intergenerational
Intergenerational Policy Conversation Guide
Structured questions for a conversation between older and younger community members about what has changed — and what still needs to. Use it at a family dinner, a church small group, or a community gathering.
The Tools Nobody Talks About — But Everyone Needs

These worksheets don't fit into a traditional advocacy toolkit. That's exactly why they're here.

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Personal Foundation
Personal Mission Statement Builder
One sentence that tells the world why you do this work. The sentence you read when you're tired, when a bill fails, when it feels pointless. It reminds you why you're in the room.
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Self-Awareness
What Motivates Me in This Work
Values clarification for advocates. Understanding what drives you helps you sustain the work when things get hard and communicate it to others when they need to understand why you care so much.
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Sustainability
Burnout Prevention for Advocates
The resource that should exist in every advocacy toolkit — and doesn't. Civic engagement is exhausting. This worksheet addresses workload, boundaries, emotional capacity, and restoration. Because you need to still be here in ten years.
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Vision
My Policy Legacy Worksheet
Zoom all the way out — then come back to today with more purpose. In ten years, what policy change do you want to be part of? What would Mississippi look like if you succeeded? What does that mean for what you do this week?
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Community Connection
Talking to Family About Policy
Conversation starters for the people who know you best and may disagree most. How to bring up a bill at the dinner table. How to find common ground. How to respond when someone says "that's political." The kitchen table is where it starts.
Personal Planning & Reflection

You don't need an organization to be an effective advocate. These worksheets are built for individuals who want to be strategic about their civic engagement.

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Personal Development
My Advocacy Origin Story
Every advocate has a story. The moment that made you say "this has to change." This worksheet helps you find it, articulate it, and use it — in testimony, in meetings, in the conversations that need to happen in your community.
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Goal Setting
My Policy Goals — 90-Day Planning Sheet
Three policy goals, three relationship goals, three skill goals for the next 90 days. Concrete, time-bound, reviewable. The personal version of an organizational strategic plan — for advocates who show up on their own.
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Documentation
Lessons Learned Log
A running record of what you learn from every meeting, hearing, win, and loss. The advocates who improve fastest reflect systematically. This log is your professional development record — use it after every significant advocacy activity.
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Community Strength
Community Asset Mapping
Start from power, not deficit. Before you advocate for your community, know what it already has — the people, organizations, spaces, and relationships that are your foundation. Flips the deficit narrative and starts from strength.
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1. Purchase a Track
Each educator track is sold separately at mspolicylab.com/pricing.
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2. Receive Your Code
Your unique educator access code is emailed immediately after purchase.
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3. Unlock & Download
Enter your code below to unlock your PDF bundle and download all resources.
Lesson 1
Teaching Policy: A Framework for the Classroom
3 classroom-ready PDFs for introducing the legislative process to students at any level
What's Included
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Legislative Vocabulary Builder
30 essential terms with plain-language definitions and classroom connections
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How a Bill Moves — Fill-In Diagram
Student fill-in worksheet + complete answer key with reflection questions
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Classroom Discussion Guide
Discussion frameworks for all 4 Foundation Track labs — 3 question levels + synthesis prompts
🔒 Locked
Enter Educator Access Code
Lesson 2
Mississippi Civics: From Statehouse to School
3 activity-based PDFs for teaching Mississippi government structure and civic participation
What's Included
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MS Government Structure Map
Fill-in worksheet mapping all three branches, checks & balances, and reflection questions
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Mock Hearing Role-Play Script
Complete role-play script for a classroom committee hearing simulation with debrief
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Civic Action Planning Sheet
A 4-step guided planning tool for designing a real civic engagement project
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Enter Educator Access Code
Lesson 3
Education Policy Issues in Mississippi Today
3 analysis-focused PDFs for connecting current policy issues to student advocacy
What's Included
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Policy Issue Analysis Template
4-section structured analysis: problem, evidence, current policy, recommendation
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Stakeholder Mapping Activity
Full stakeholder inventory across 5 categories + Power/Interest grid
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Student Advocacy Letter Guide
Annotated letter template with research prep, paragraph guidance, and quality checklist
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Enter Educator Access Code
Track Bills. Find Your Representatives. Know What's Moving.

These are the official sources — bookmark them before session starts.

Find the Data That Makes Your Argument Undeniable

Credible sources for Mississippi-specific data, national comparisons, and policy analysis.

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Research · Mississippi
Mississippi First
Data-driven education policy research focused on Mississippi. Produces reports, analysis, and advocacy resources on school funding, literacy, early childhood education, and more.
mississippifirst.org →
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Advocacy · Mississippi
Mississippi Center for Justice
Legal advocacy and policy work focused on economic and racial justice in Mississippi. Produces policy analysis and provides legal support on issues from voting rights to housing to healthcare.
mscenterforjustice.org →
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Research · National
KFF (Kaiser Family Foundation)
The go-to source for state-by-state health policy data — Medicaid, uninsured rates, ACA enrollment, mental health, reproductive health, and more. Mississippi-specific data on every major health issue.
kff.org →
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Data · National
KIDS COUNT Data Center
Annie E. Casey Foundation's database for child and family well-being data — education, health, economic security, and family structure — searchable by state and county. Mississippi-specific data ready to use in testimony.
datacenter.aecf.org →
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Data · Federal
U.S. Census — Mississippi QuickFacts
Population, income, poverty, education, and demographic data for Mississippi and every county. The baseline data for any policy argument about who is affected and how.
census.gov →
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Higher Ed · Mississippi
Institutions of Higher Learning
Mississippi's governing board for public universities. Source for higher education policy, enrollment data, and research on the state's university and community college systems.
mississippi.edu →
Know What's Moving — Before It's Too Late

These platforms help you track bills, research voting records, and stay ahead of what's happening at the state and federal level. Bookmark them all before session starts.

Voting, Registration & Community Connection

Platforms built to connect advocates with their representatives, register voters, and amplify community voices.

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Voting · National
Vote.org
The largest voting registration and information platform in the country. Register to vote, check your registration status, find your polling place, and request an absentee ballot — all in one place. Share it widely.
vote.org →
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Voting Rights · Mississippi
Mississippi Votes
Voter registration, civic education, and advocacy focused on Mississippi communities. A trusted organizing partner for anyone working on voting access and civic participation in the state.
mississippivotes.com →
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Advocacy · Mississippi
Common Cause Mississippi
Nonpartisan advocacy for democracy, ethics in government, and voting rights. Works on redistricting, campaign finance transparency, and legislative accountability in Mississippi.
commoncause.org/mississippi →
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Tool · Civic Tech
Open States — Mississippi
An independent, open-source platform for tracking state legislation across all 50 states. Search Mississippi bills, see voting records, and set up email alerts when bills you're tracking move.
openstates.org/ms →
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Tool · Federal
GovTrack
Tracks federal legislation — bills in Congress, how your senators and representative voted, and what's moving on the federal level. Essential for advocates working on issues that cross state and federal lines.
govtrack.us →
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News · Mississippi
Mississippi Today
Independent, nonpartisan journalism covering Mississippi government, politics, health, education, and the environment. The most comprehensive source for what's actually happening in Jackson.
mississippitoday.org →
News · Mississippi
Mississippi Free Press
Nonprofit news focused on solutions journalism and Mississippi communities — with particular attention to criminal justice, racial equity, economic justice, and the stories that other outlets miss.
msfreepress.org →
Tools & Organizations That Work at Every Level

When your issue connects to national policy — or when you want to learn from advocates across the country.

LabTitleWhat Learners Will KnowTrack
Lab 1Mississippi Legislative Process 101How a bill becomes law — chambers, committees, key deadlines, and what actually kills most legislationFoundation
Lab 2Session Prep & Bill TrackingHow to build a legislative agenda, track bills using legislature.ms.gov, and engage before session startsFoundation
Lab 3Advocacy 101The legal difference between advocacy and lobbying, the 3 types of policy power, and effective advocacy strategiesFoundation
Lab 4Building Legislative Relationships That LastHow to structure legislator meetings, what to research beforehand, and how to maintain relationships year-roundFoundation
Lab 5From Problem to Bill: Designing LegislationHow to move from a community problem to a legislative solution, find a sponsor, and think strategically before draftingAdvanced
Lab 6Advocacy in ActionHow to give effective testimony, run call-in campaigns, build coalitions with unified messaging, and follow through after the voteAdvanced
Lab 7Data, Research & ResourcesHow to find Mississippi-specific data, conduct local research, and address fiscal notesAdvanced
Lab 8Digital Advocacy, Media & CampaignsGeofencing, geotargeting, text banking, radio/church outreach, and integrated advocacy campaign planningAdvanced
Not sure where to start?
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New to Advocacy
New staff, board members, anyone starting their advocacy journey
Labs 1 → 2 → 3 → 4
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Active Campaign
Organizations engaged in a legislative campaign this session
Labs 2 → 6 → 7 → 8
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Full Certification
Policy department leads, coalition coordinators, emerging policy leaders
Labs 1 → 2 → 3 → 4 → 5 → 6 → 7 → 8