Monitoring

Using Monitoring Reports to Ensure Organizational Alignment

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 [...]

Generating Board and GM Efficiency through Monitoring

Medford Food Co-op Medford, OR Year founded: 2011 Member investment: $100 Number of members: 3,200 Number of employees: 35 Retail square footage: 4,300 + 700 off-site café 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 [...]

Scenario Planning: Organizing Your Blue Sky Thinking

By Joel Kopischke 195 March-April 2018 What does the future hold? That question has intrigued humankind for ages, and many great minds have done their best to imagine the world yet to come. Jules Verne, George Orwell, and David Bowie approached the issue in ways that entertained and informed the [...]

Great Idea: Using Financial Conditions Monitoring Templates

In the GM Report Support section of the CBLD Library you will find easy to use financial monitoring report templates.   Balance sheets, Income/Expense (aka profit/loss) statements, and cash flow statements are all excellent tools that can help managers manage. But on their own, these same financial statements do not [...]

GM Report Support: Financial Conditions Monitoring

  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 [...]

By |January 4th, 2015|Categories: Connections|Tags: , |

“Planning and Financial Budgeting” Monitoring Report Template

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 [...]

By |September 22nd, 2014|Categories: Connections|Tags: , , |

Context Matters: Using Trends to Monitor the Financial Health of your Co-op

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 [...]