In 2005, GMs asked for support and the opportunity to collaborate in order to create more effective and efficient management reports for their boards. In 2006 and 2007, in-person workshops were held, enthusiastically named MonitoringFests!, as part of corridor meetings, a General Assembly, small regional gatherings. Two online webinar series focused on the board/GM relationship, reporting to the board, and the sample reports. In March 2008, the process concluded at a NCGA corridor conference with the distribution of a set of sample reports responding to the common limitation policies used by boards using Policy Governance. During this same period, there were also workshops, conversations and advancements made with Ends policy reporting.

This project is funded by co-ops participating in the CBLD (Cooperative Board Leadership Development) program. For more information about The CBLD Program contact Thane Joyal.