Search Results for “policy template” – Page 4

22nd Feb, 2023

Resetting Board Systems and Culture: A Quick Guide

By Thane Joyal|2023-05-05T20:04:42-04:00February 22nd, 2023|

Board work can sometimes seem like a big challenge. I often open a workshop with a newly forming group with an activity in which the goal is to set a tent pole on the ground together, while the participants have also been told to keep their fingers in contact with the pole. It sounds simple, but in practice it can be very difficult. What’s more important? The goal of the individual or the goal of the group? If the group doesn’t focus on its shared objective, it will not be able to set the tent pole on the ground.

21st Sep, 2022

New Tax Credits and More: Notes on the Inflation Reduction Act

By Audrey Griffin|2023-05-05T20:04:51-04:00September 21st, 2022|

As part of the grocery industry, we have all felt the pain of the recent inflation seen in our economy. Like many people, I have looked for the Biden administration’s response to the newest stage of these “unprecedented times.” Well, that response, at least in part, has happened. On August 16, 2022, the president signed into law the Inflation Reduction Act (IRA). The law itself is over 700 pages long, and practitioners from a variety of industries have now had some time to study it. While the bill’s effect on future inflation is indeed questionable, there is no doubt that it mandates the biggest climate-related investment made by the federal government in US history.

24th May, 2017

Responding to Employee Concerns

By Marilyn Scholl|2023-05-05T20:06:27-04:00May 24th, 2017|

Co-op employees will at least occasionally bring complaints and concerns to the board or individual directors, yet the board itself is ill-suited for the task of handling these concerns. Employees deserve to have their concerns addressed professionally. In addition, direct board involvement can interfere with the authority already delegated to the GM, or can exacerbate already sensitive issues by inserting even more personal relationships into [...]

22nd Feb, 2017

Key Financial Indicators

By Michael Healy|2023-05-05T20:06:43-04:00February 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 % [...]

4th May, 2016

Good Reporting: Helping boards understand workplace conditions

By Michael Healy|2023-05-05T20:28:41-04:00May 4th, 2016|

By Michael Healy 184 May-June 2016 Co-ops bring to life their member-owners’ common values, and for most co-ops these include a desire for the co-op to be a great workplace. In the event that your co-op’s board of directors hears employees assert that something is amiss in the workplace, how will the board react? One end of the range of options often involves the [...]

27th Apr, 2016

Board Decisions Between Meetings

By Michael Healy|2023-05-05T20:28:44-04:00April 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 [...]

10th Dec, 2015

Components of a Successful System of Accountable Empowerment

By Columinate|2023-05-05T20:29:24-04:00December 10th, 2015|

Accountable Empowerment It is always important for a co-op board of directors to have good systems of accountability in place to provide proper and strategic oversight of the general manager. With strongly increasing demand for natural and organic products resulting in more pressure from competitors, cooperatives need to strengthen operations, and at the same time effectively communicate the value the cooperative brings to its [...]

1st Oct, 2015

Getting Started with Expansion Planning

By Bill Gessner|2023-05-05T20:06:25-04:00October 1st, 2015|

By Bill Gessner 180 Sept-Oct 2015 Expansion projects for food co-ops fall somewhere between a labyrinth and a maze. With continuous improvement and development of best practices, expansion projects are moving closer to the one path of a labyrinth and further away from the messiness of a maze. We invite you to step into the expansion labyrinth. You will learn to navigate it through [...]

4th Mar, 2015

Building a Strong Top Leadership Team: Creating and maintaining a healthy board-GM relationship

By Michael Healy|2023-06-21T12:12:39-04:00March 4th, 2015|

By Michael Healy 177 March-April 2015 In many co-ops, the manager and board of directors function effectively as a leadership team. Along with having systems and structures in place that support and encourage healthy personal and professional relationships, a key element in each of these high-functioning teams is a general manager (GM) who has accepted responsibility for strengthening the board-GM relationship. Through interviews [...]

2nd Jul, 2014

Great Idea: Using Trend Data in Financial Reporting

By Michael Healy|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 [...]

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