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22nd Sep, 2014

“Planning and Financial Budgeting” Monitoring Report Template

By |2023-05-05T20:07:52-04:00September 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 |2023-05-05T20:07:57-04:00July 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 [...]

12th Nov, 2013

Patronage Dividend: Presenting GM Recommendations

By |2023-05-05T20:30:48-04:00November 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 [...]

28th Jun, 2013

Board Discipline

By |2023-05-05T20:07:28-04:00June 28th, 2013|

In order to be effective in leading a retail food cooperative, a board must protect the integrity of its process.  Two keys to sound board process are the ability to speak with one voice and the ability to protect confidential information.  Most often these objectives are achieved with a shared understanding of the board’s roles and responsibilities, by establishing a set of clearly articulated [...]

13th Jan, 2012

Monitoring staff treatment using staff survey data

By |2023-05-05T20:33:31-04:00January 13th, 2012|

CBLD Policy Template and other resources (links to the CBLD Library) GM Report Support: Staff Treatment Related articles in Cooperative Grocer Colter, Carolee, and Mary Courteau. “Counting on Co-op Employees.” Cooperative  Grocer #141, March-April 2009. Scholl, Marilyn. “The Board Role in the Accountability Stream.” Cooperative Grocer #130, May-June 2007.

19th Mar, 2011

Officer Elections

By |2023-05-05T20:34:54-04:00March 19th, 2011|

Within a well-functioning democracy, the process by which we choose our leaders is at least as important as whom we choose. The quality of the conversation we have about elections, board culture and leadership qualifications matters as much as the election itself. This Field Guide describes an effective process for board officer elections and provides some specific tools and ideas for creating and implementing [...]

16th Sep, 2010

Meaningful Metrics: General manager reporting closes the accountability loop

By |2023-05-05T20:21:36-04:00September 16th, 2010|

By Todd Wallace 150 September - October 2010 Successful reporting is essential to maintaining a positive board-management relationship. A sound process—one that includes the creation of meaningful metrics—is a powerful tool that closes the accountability loop and demonstrates organizational accomplishment. Having these two components in place builds alignment, engagement, and commitment to the accomplishment of the co-op’s long-term goals. A board’s work includes two [...]

15th Jul, 2009

Evaluating the General Manager

By |2024-02-22T17:33:10-05:00July 15th, 2009|

By Mark Goehring, Carolee Colter 143 July - August - 2009 A board evaluating the general manager (GM) of a food co-op…now there’s a process that directors should be able to describe, defend, celebrate and appreciate with little or no ambiguity or hesitation. In a recent online recorded workshop on GM evaluation, Thane Joyal and Carolee Colter laid out these four learning ­objectives [...]

14th Apr, 2009

Executive Sessions

By |2023-05-05T20:22:05-04:00April 14th, 2009|

An Executive Session (sometimes called a “closed session”) is a meeting, or portion of a meeting, open to only members of the board of directors and individuals invited by the board of directors. All meeting attendees are expected to keep content of the meeting confidential unless the board decides to make it public. "Confidential" means that those present are expected not to share or discuss the information [...]

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