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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 [...]

2nd Jul, 2014

Great Idea: Using Trend Data in Financial Reporting

By |2023-05-05T20:08:00-04:00July 2nd, 2014|

  Along with the template Financial Conditions policy, in the CBLD Library you can find an easy to use monitoring report template that reflects the trends approach outlined in this article. When it comes to numbers and data, context matters. This is particularly important when we are talking about financial data; the context in which we place particular numbers helps us make meaning of [...]

2nd Jun, 2014

New Resources: How to Have the Best Meeting Ever (Webinar)

By |2023-05-05T20:29:59-04:00June 2nd, 2014|

  How will you make your next meeting the best meeting ever? Here is a useful tool for helping you run effective meetings and create common ground with groups. You’ll find tips for meeting process design, preparing for a meeting, creating meeting materials and the agenda, as well as insight into the stages of group development and meeting process.       “In this [...]

2nd May, 2014

Featured Video: Participation—Going Further

By |2023-05-05T20:30:09-04:00May 2nd, 2014|

Michael Healy Recorded at The Cooperative Cafe Michael Healy invites us to expand our thinking around participation in our co-ops, specifically how we look at measuring participation. According to Healy, there may be way more to examine if we can move beyond just counting voter turnouts and Annual Meeting attendance. Rather than looking at participation as something co-ops need to convince people to do, [...]

1st May, 2014

Articulate Co-op Purpose and Meaning through Strategic Leadership

By |2023-05-05T20:30:10-04:00May 1st, 2014|

What would happen if everyone in a whole community understood their role in achieving a common purpose? It’s not hard to imagine that lots of really positive things could be accomplished, some of them beyond our wildest dreams. That’s why it is critical to the success of a cooperative that everyone has a role in determining the co-op’s future. One of the fundamental differences [...]

2nd Dec, 2013

New Resource: Field Guide—Patronage Dividend: Presenting GM Recommendations

By |2023-05-05T20:30:44-04:00December 2nd, 2013|

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 co-op has generated that year. At that time, the co-op’s board needs to decide how much of that profit will be allocated as patronage dividends, how to divide that dividend between cash returned to members and savings held [...]

3rd Nov, 2013

Great Idea: Sharing the Leadership Role

By |2023-05-05T20:30:52-04:00November 3rd, 2013|

As well as being a consultant with CDS Consulting Co-op, Art Sherwood is the board president at Bloomingfoods Market & Deli in Bloomington, IN and is heading into his third and last term as president. As he thought about how to prepare others to take on the role, he believes that alignment is as important to leadership as it is to perpetuation. “My approach [...]

2nd May, 2012

Be the Best You Can Be—Quicker

By |2023-05-05T20:08:52-04:00May 2nd, 2012|

By Nina Johnson 160 May - June - 2012 You know the feeling: you walk into your first meeting, you don’t know anyone, you’re not sure what to say or do, and everyone but you seems to know what’s going on. That’s how it can feel for a newly elected board director who has had no orientation, and this feeling can last for months. [...]

17th Mar, 2012

Measuring Ends, Telling Our Story

By |2023-05-05T20:33:18-04:00March 17th, 2012|

By Michael Healy 159 March - April - 2012 Why does the work of measuring the co-op's accomplishments and telling the co-op's story matter? Cooperative enterprises build a better world. This tagline for the 2012 International Year of Cooperatives says so much with so few words. These few words can lead us to ask many compelling questions, among them: What does that better world [...]

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