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CBA Toolkit
  • ✱ CBA Toolkit
  • ⭓ Community Benefits Agreements 101
  • ♦︎ Preparing for Effective CBA Engagements
  • ❖ Building Your Campaign & Negotiation Guide
  • ✚ Key Components of a CBA
  • ✦ CBAs and Tribal Nations
  • ⧗ Resources
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    • Report
    • Story Map
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CBA Toolkit

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Worksheets

How to use these worksheets

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These worksheets are designed to be flexible. You can use them in the way that best fits your community, context, and process. Some groups may work through them together in live online sessions, while others may use them during in-person meetings, workshops, or community conversations. You may also decide to complete some worksheets as a small organising team before bringing key questions back to the wider community.

There is no single “right” way to use these tools. You can complete them in order, skip to the worksheets that feel most relevant, adapt the prompts, translate them, simplify them, or combine them with your own materials. The goal is not to fill out every worksheet perfectly, but to support clearer conversations, shared decision-making, and stronger preparation at each stage of the CBA process.

For online or live collaborative work, you may want to use the Google Doc version of each worksheet. Make a copy of the document, rename it for your community or project, and save it in a dedicated folder where your group can return to it over time. This can help you keep track of decisions, notes, open questions, and changes in thinking as your CBA journey develops.

For in-person sessions, you may prefer to download and print the PDF versions. Printed worksheets can be useful for workshops, table discussions, community meetings, or situations where not everyone has easy access to a computer or stable internet. You can write directly on the worksheets, use them to guide group discussions, or collect them afterwards as part of your organising records.

Track Your CBA Journey

 CBA Roadmap & Progress Tracker 

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Understand the CBA as a Potential Tool

1A - Spotting Greenwashing in Proposed CBAs

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1B - Is a CBA Right for Our Community? (Evaluation Rubric)

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Evaluate the Project and Its Impact on the Community

2A - Community SWOT

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2B - Information Gathering on Project and Developer

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2C - Power Mapping: Key Players Checklist

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2D - Power Mapping: Influence Matrix Exercise

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2E - Power Mapping: Power Player Research Notes

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Build the Capacity to Engage and Negotiate

3A - Assessing Community Capacity to Engage

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3B - Identifying Community Priorities for CBA Engagement

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Design Your Negotiation Strategy

4A - From Community Engagement to Negotiation Strategy

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4B - Environmental Management Options by Project Phase

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4C - Defining & Prioritizing Community Benefits

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4D - Negotiation Preparation Checklist

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Negotiate!

5A - Structure the CBA (Legal Components Checklist)

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5B - Template for CBA Negotiation and Drafting

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5C - CBA Additional Items

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⭓Community Benefits Agreements 101
♦︎ Preparing for Effective CBA Engagements
❖Building Your  Campaign & Negotiation Guide
✚Key Components of a CBA

✦

CBAs and Tribal Nations
⧗Resources
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