Student Union Leadership Lab
Free candidate preparation starter · Version 1 · October 18, 2026
Your ideas.
A campaign with direction.
For Canadian postsecondary executive, board, council, Senate and governing-board candidates. Choose one election and one seat; build a plan that fits their actual rules.
Get the editable text versionGet the blank budget CSVStart planning
Keep your work: this file has no submission, scripts or autosave. Tab to an editable box and replace “Write here” with your notes. Print the filled page to PDF or paper before closing or refreshing it. To keep a version you can easily edit later, use the companion text file in your usual editor. Your browser’s Save Page command is not a verified way to preserve these edits.
Use fictional or appropriately shareable details. Avoid personal case files, private student lists and credentials. The starter provides preparation prompts, not an election ruling, endorsement, legal advice or promise of winning.
Start / Your election
Name the seat and the source.
Organization, election cycle and seat
Election authority and official rules URL
Nomination, campaign, voting and expense deadlines — include timezone
01 / Focus
Give three priorities a useful shape.
For each idea, record what students have said, what you still need to learn and what this role can influence. Distinguish what you can propose from what you can promise.
Priority 1
Idea · Student need or strength · What I know/source · What I need to ask · Role/decision owner · First action
Priority 2
Idea · Student need or strength · What I know/source · What I need to ask · Role/decision owner · First action
Priority 3
Idea · Student need or strength · What I know/source · What I need to ask · Role/decision owner · First action
02 / Voice
Prepare a 60-second class talk.
Before arranging a visit: check your election rules, instructor permission, permitted campaign dates, speaking time and accessible ways for students to receive your message. A public timetable does not grant classroom access. Do not collect a private class roster.
- 0–10 seconds: your name, the seat and a brief reason you care.
- 10–30 seconds: one student priority and what you have learned about it.
- 30–45 seconds: one realistic action the role could take, including who decides.
- 45–60 seconds: invite a question or point to an approved accessible platform; give verified voting information if permitted.
Permission/access check — rule, instructor approval, date/time, room or online route, agreed duration, text alternative, microphone/captions if relevant
My own words — practise aloud and time it; shorten rather than rush
Speak clearly, describe meaningful visual information and share a readable text alternative. Make a QR code optional, with a written link or another permitted way to find the same information.
03 / Action
Plan one manageable week.
Use actual dates. Move an action if approval is missing. “Preparation” below does not authorize early campaigning. Record an action, owner, time allowance and completion check in each box.
Day 1 / Understand
Read the current rules; map the role and deadlines.
Day 2 / Listen
Choose permitted conversations and questions; check what you are allowed to do at this stage.
Day 3 / Choose
Refine three priorities and a first step within the role’s authority.
Day 4 / Practise
Time your introduction; ask a trusted person for clear, respectful feedback.
Day 5 / Prepare
Check materials, readability, permissions and the next permitted campaign activity.
Day 6 / Connect
Carry out a permitted action, only within the campaign period; record questions and receipts.
Day 7 / Review and reset
What helped? What needs changing? Check the budget, next deadline and room for rest.
04 / Evidence
Check the rule you will rely on.
- Official title, URL, document/effective date, section/page and date you checked.
- Exact election cycle and local office title; union versus institution election authority.
- Spending ceiling: individual/team basis, tax treatment, donations, fair-market value, skilled/volunteer labour and permitted outside support.
- Money supplied: distinguish a grant, advance or loan from later reimbursement.
- Repayment: eligible categories, cap/percentage, prior approval, penalties, claimant, receipts and submission/payment timing.
- Supplied printing, publicity, venues, briefing and accommodation route; whether any accommodation cost is outside the ordinary cap.
Rule/source note — what is verified, what remains unknown and the question for the election authority
A cap is not cash. A permitted expense is not automatically reimbursable. Some elections prohibit candidate spending or provide materials instead. Check how free resources, discounts, digital tools or training count before relying on them. Keep a written clarification with your source.
05 / Recordkeeping
Plan the cost. Keep the evidence.
Use the companion CSV for planned purchases and actual expenses. Record the amount paid, tax treatment and any different reportable value separately. Track donations and supplied resources as your rules require. An expected reimbursement remains unknown until approved and paid.
- Before spending: check eligibility, approval, ceiling and the funds you need upfront.
- At purchase: keep the itemized receipt, payment evidence and any written approval in your own appropriate folder.
- Before the deadline: reconcile every line to the official expense form; include a zero-expense return if required.
- After filing: record what was claimed, approved and actually paid. Do not treat a pending claim as money received.
My verified ceiling and basis; repayment rule; required upfront money; receipts location and filing deadline
The CSV has no calculations or embedded instructions. Add rows in your spreadsheet app. An empty amount means unknown or not entered, not zero. Use a private record identifier rather than a bank account, payment-card number or someone else’s personal data.