Search results for: policy template



20th Mar, 2018

Analysis of Board Members’ Conflicts of Interest

By |2022-03-02T18:43:49-05:00March 20th, 2018|

It’s very common for conflicts of interest to be present on the board of a retail food co-op. Some even joke that conflict management is at the heart of cooperation. And in a way, it’s true. The legitimacy of a board’s decision depends in large measure on the board’s ability to demonstrate that the decision was made to further the best interests of the [...]

16th Aug, 2019

GM Report Support

By |2020-04-15T00:19:52-04:00August 16th, 2019|

The CBLD Policy Template GM Report Support Compilation GM Report Support By Policy Video Guides About the GM Report Support Project In 2005, GMs asked for support and the opportunity to collaborate [...]

12th Dec, 2012

How to Use Committees to Help the Board to do Board Work

By |2020-07-24T21:58:30-04:00December 12th, 2012|

Properly structured and monitored board committees can be a good way for a board to accomplish specific board tasks and to ensure that ongoing, repeating processes are carried out. Small groups of people working together are nimble, effective and fun!  Improperly used committees can waste precious board time and energy, and at worst can undermine the Board’s relationship with its General Manager and the [...]

18th Jan, 2022

CBLD Resource Spotlight: Updated Policy Register Template

By |2022-02-17T14:40:03-05:00January 18th, 2022|

The new year is a time for reflection and revision, and co-op boards are no exception. Whether your board has just decided to implement Policy Governance® or your board wants to refresh existing policies, the updated 2021 Policy Register Template provides a great opportunity to start these conversations.

29th Jul, 2016

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 [...]

18th Apr, 2016

When and Who to Hire (or Contract) for Startups

By |2020-10-10T00:23:58-04:00April 18th, 2016|

As a new co-op project progresses through the 3 stages of the development process and the workload and complexity of the co-op development process increases, founding team and board members often wonder when to hire help, and for what roles.Though the size, skills and situation of each startup group vary, there are points along the 4 Cornerstones in 3 Stages development model where hiring [...]

25th May, 2015

Nominating Board Candidates

By |2020-05-06T23:58:17-04:00May 25th, 2015|

“Whenever the people are well-informed, they can be trusted with their own government.” -- Thomas Jefferson “You have to remember one thing about the will of the people: it wasn't that long ago that we were swept away by the Macarena.” -- Jon Stewart   Why screen and nominate? Screening and nominating candidates makes sense. More and more, co-op boards are recognizing that finding [...]

22nd Sep, 2014

“Planning and Financial Budgeting” Monitoring Report Template

By |2019-09-10T01:11:08-04:00September 22nd, 2014|

From September 2014 Our CBLD team recently updated our set of template policies (which you can find in “Sample Policies” section of the CBLD Library) to incorporate new learning and feedback from our client boards and managers. The new “Planning and Financial Budgeting” policy template was redesigned in order to help boards and managers focus attention on Ends accomplishment. Now, in the GM Report [...]

15th Jul, 2014

Context Matters: Using Trends to Monitor the Financial Health of your Co-op

By |2019-09-09T18:55:43-04:00July 15th, 2014|

By Michael Healy When it comes to numbers and data, context matters. The context in which we place particular numbers helps us make meaning of those numbers, and this is particularly important when we are talking about financial data. Over many generations, managers and accountants have developed financial reporting tools that help them do their jobs. Balance sheets, income/expense (aka profit/loss) statements, and cash-flow [...]

12th Nov, 2013

Patronage Dividend: Presenting GM Recommendations

By |2020-07-16T00:10:31-04:00November 12th, 2013|

The “Patronage Dividends for Food Co-ops” Toolbox (available as a free download in the Columinate library) describes the power of patronage dividends as a tool for building strong cooperatives and outlines the steps needed to implement this system. One of the key moments in a co-op’s business cycle comes at the end of a fiscal year when it becomes clear how much profit the [...]

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