monitoring

Board Self-Evaluation: Monitoring your Board’s Policies

By |2021-12-08T14:01:10-05:00August 19th, 2021|

Boards that want to provide the best leadership possible will regularly evaluate their own performance to highlight successes and areas needing improvement. Using your board’s stated policy agreements as the basis of your assessment offers one straightforward approach to self-evaluation.

Monitoring Reports: Definitions of the important components

By |2021-12-08T14:01:13-05:00July 30th, 2021|

Within the Policy Governance® model, a board delegates authority to the executive (General Manager, CEO, Executive Director, etc) through written policies. The executive then uses written reports to demonstrate accountability for the use of that authority. These monitoring reports are an important and primary component of the board’s evaluation of the executive; knowing what to include and what to look for can help the executive and board members create a highly effective and user-friendly system.

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 [...]

Using Monitoring Reports to Ensure Organizational Alignment

By |2019-09-09T15:43:39-04:00September 12th, 2018|

The Board’s Job Creating board policies is no easy task. Clearly articulating the board’s expectations of a general manager takes a lot of energy and focus—so boards can justifiably congratulate themselves once they’ve written down their expectations in a way that a manager can easily understand. But the board’s work doesn’t end there. Many boards, once they’ve created their policies and learned to empower—rather [...]

Generating Board and GM Efficiency through Monitoring

By |2022-01-18T10:11:09-05:00September 12th, 2018|

When Anne Carter came to Medford Food Co-op in Medford, Oregon, the startup co-op had been open for two years and was still establishing its operations and governance. Their internal situation was mirrored in the community-at-large. Medford was once a logging town, and the current 225,000 inhabitants were transitioning their economy to tourism and business services. That new dynamic, and a focus on health and sustainability, also led to the creation of the food co-op.

GM Report Support: Financial Conditions Monitoring

By |2019-09-10T00:54:17-04:00January 4th, 2015|

  Cooperative managers are charged with creating reports that demonstrate financial accountability to the board. Yet some managers struggle with having the right amount of information for their boards. When it comes to financial reporting what is the right amount? In the CDS Consulting Co-op Library in the GM Report Support section, managers can find templates for financial conditions monitoring reports that gives boards the [...]

“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 [...]

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 [...]

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