BDC’s financial planning tool - Co-op Creator

Early Stages

How to start a co-operative: a step-by-step guide Creating an action plan What is a steering committee, and what does it do? Choosing a business structure: A questionnaire How to name your co-op: a by-province guide Transitioning a Business to a Co-operative Co-operative Members and Governance Choosing a Co-op Type Hosting a Community Meeting Focusing Ideas for Your Co-operative Co-operative Business Model Comparison with Other Models Building Consensus

Incorporating

A Guide to writing Rules of Association in BC Guide to Writing a Financial Plan

A Guide to writing co-op bylaws in Manitoba

Guide to writing Bylaws in Saskatchewan

Guide to Federal Bylaws

Incorporating a co-op in Western Canada — a provincial comparison Incorporation time frame Articles and bylaws (video) Choosing a name (video) Why should you incorporate your co-op? (video) Shaping your Co-op’s Identity Incorporation Checklist

Business Planning

How to create a governance structure Creating a Preliminary Budget — A Guide Building a Business Model Canvas Risk Identification and Management Legal Risks for Co-op Start Ups Do a PESTLE Analysis How to find new co-op members Why create a business plan? (video) Roles and Responsibilities Business Planning Pitch Practice Allocating Surplus in a Co-operative Business Co-operative Members and Governance

Financing

How to handle share capital in a co-op Debt vs Equity (video) Tax Treatment of Co-operative Businesses Ongoing Capitalization Guide to Writing a Financial Plan Financing your Co-operative Business Budgeting and Co-operatives

Up and Running

Three AGM Resolutions Every Co-op Needs for their Annual General Meeting What you need to know for your first AGM How to Waive an Audit Sample Board Duties How to Build a Board Calendar Creating a Terms of Reference Creating a Strategic Plan Creating a Human Resources Policy Free Online Governance Course Creating a Conflict of Interest Policy Board of Directors Evaluations Board Member Recruitment Board Decision-Making Exercise

How to Read Financial Statements Keeping track of members in a co-op Everything you need to know about managing records Board Governance Tips for Indigenous Co-operatives Sample Bookkeeper Contract A Guide to Co-operative Insurance Member Engagement and Onboarding Guidelines for co-operative elections Filing your Annual Return Co-operative Annual General Meetings Ongoing Capitalization Allocating Surplus in a Co-operative Business

Additional Resources

Co-ops and charitable status

Back

BDC’s financial planning tool

Is your financial management sound? Does it include regular financial planning and budgeting? Is the full picture mapped out in clear, concise financial statements? Taking the time to focus on your business’s financial health can help you identify problems and turn things around. To master the numbers and use your knowledge to reach your financial goals, use BDC’s financial planning tool.

Enjoy this tool? Then you might enjoy BDC’s entrepreneur toolkit.

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BDC's Financial Planning Tool