Templates + Docs

Self-Assessment Tool: General Manager Success Profile

This assessment tool is designed to help a coach and a client prioritize areas for work together.  The assessment will help the coach get to know the client in a deeper way and help the client engage in self reflection of strengths and weaknesses.  In some cases, we will work [...]

GM Success Profile

Increasingly intense and sustained competition in our market is shifting the landscape in which co-ops operate, putting a premium on certain key competencies and skills in management. At the same time, other factors are making the GM job more complex and demanding, including: pressure on prices and margin, increasing costs [...]

The Decision Matrix

By: Carolee Colter & Jeanie Wells   When an organization is going through rapid change, roles within the organization change, too, and not always in a consciously thought-through manner. Expansions can result in forming new layers of positions. For example, opening a second store creates the necessity for new approaches [...]

4 Pillars of Cooperative Governance Self-Assessment Tool

Boards can use this survey tool to do a broad, self-assessment of their own work. It utilizes the 4 Pillars of Co-op Governance as an organizing lens with some broad, key characteristics to fit under each Pillar: Teaming, Accountable Empowerment, Strategic Leadership and Democracy. By asking team members to fill [...]