Field Guides

Key Financial Indicators

By |2020-02-13T21:41:42-05:00February 22nd, 2017|

The CBLD template Financial Conditions policy and sample report suggest that boards and managers regularly monitor a number of key indicators of financial health. Here are definitions and/or formulas for many of those indicators as they are typically used by food co-ops. Using common definitions makes it easier to compare your co-op’s performance to others. Many of these metrics are expressed as a % [...]

Policy Register Template Users’ Guide

By |2021-08-20T19:49:04-04:00October 18th, 2016|

Co-op boards that use Policy Governance® write policies as a way to codify their agreements for how they will work together, how they will delegate responsibility to management, and what authority they will then actually delegate. Our CBLD team of consultants created this set of template policies based on what we saw does or doesn’t work for most food co-op boards, and we periodically [...]

Committee Charters Field Guide

By |2021-07-27T10:58:14-04:00July 29th, 2016|

All board committees should have a charter – a description of the committee’s purpose and authority. One person, generally the board secretary, should have primary responsibility for drafting charters as directed by the board. This helps the board have a consistent approach for how charters are written. Committee charters should include: The lifespan of the committee (An ad hoc committee should exist only as [...]

Board Decisions Between Meetings

By |2021-12-28T18:51:50-05:00April 27th, 2016|

As a general practice, boards should avoid making decisions between regular meetings. A large part of the value of having a board in a leadership position is that good decisions can come from incorporating many peoples’ perspectives; making decisions without meeting deprives the board of the opportunity to glean the wisdom of all directors. Secondly, it can take a lot more time and energy [...]

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