reporting

GM Report Support

By |2022-07-21T17:02:42-04:00August 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 in [...]

Good Reporting: Helping boards understand workplace conditions

By |2019-09-07T00:04:13-04:00May 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 [...]

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 [...]

Ends to Ends Strategic Process

By |2020-08-10T18:30:40-04:00November 13th, 2012|

  Chapters: Overview Ends to Interpretation Interpretations to Strategic Planning Planning to Action Ends Reporting Communicating Ends Accomplishment     Note: Click to view all chapters        

Reporting During Expansion

By |2020-04-27T17:32:31-04:00October 19th, 2012|

Boards delegate to their GM the task of effectively managing the co-op’s operations, which requires a clear system of accountability to ensure the GM is doing this job well. How can a board and GM maintain this system of delegation and accountability during the more risky and busy time of an expansion project? How can the board be sure that good financial management continues [...]

De-Mystifying Ends

By |2012-08-01T20:10:30-04:00August 1st, 2012|

Table of Contents (links to youtube) Chapter 1: Governance = Accountability and Empowerment Chapter 2: Understanding Ends and their Role in PG Chapter 3: How to Write Effective Compelling Ends Policy Chapter 4: Effective Ends Policies: "Before & After" Chapter 5: Summary & Resources  

Measuring Ends, Telling Our Story

By |2019-09-09T21:02:10-04:00March 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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