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For Boards of Directors Templates for Boards How to write a Board of Directors’ Code of Conduct  Write a compliance checklist How to issue dividends Sample Co-op Equity Statement A Guide to Co-operative Insurance 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 Member Engagement and Onboarding Guidelines for co-operative elections Filing your Annual Return Co-operative Annual General Meetings Ongoing Capitalization How to allocate your co-op’s profits

Guide to Federal Bylaws

Guide to Federal Bylaws Writing bylaws is an important step in the process of creating your…

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How to start a co-operative: a step-by-step guide

Starting a co-op? This article provides a step by step guide on how to start a…

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Building a Business Model Canvas

Writing a business plan? Check out our free Biz Plan Generator to help you through the…

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Risk Identification and Management

Starting and operating a business comes with risks. Co-ops are no different. Risk identification and management…

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Legal Risks for Co-op Start Ups

NOTE: This tool has been created with the help of a presentation provided by Mary Childs…

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Annual General Meeting Preparation

Chairing an Annual General Meeting (AGM) can be intimidating. All eyes are on you and people…

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Three AGM Resolutions Every Co-op Needs for their Annual General Meeting

AGM resolutions Each year, a co-op’s board must hold an Annual General Meeting (AGM) of the…

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A Guide to Meeting Minutes

A guide to meeting minutes Meeting minutes are some of the most important documents for co-operative…

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Providing Notice for Annual General Meeting

Providing Notice for Annual General Meeting Each year, your co-op needs to hold an Annual General…

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What you need to know for your first AGM

What you need to know for your first AGM Okay, you’ve incorporated – that’s awesome! You’ve…

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Annotated Agenda for an AGM

This tool is designed to help you guide your co-op’s members through an annual meeting. Below…

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Keeping track of members in a co-op

Because a co-op distributes profits a little differently than other business types, keeping track of member…

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How to name your co-op: a by-province guide

One of the first steps to incorporating a co-operative is reserving a legal name for the…

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Do a PESTLE Analysis

Do a PESTLE analysis to assess an opportunity  A PESTLE analysis is a tool entrepreneurs use…

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A Guide to Co-operative Insurance

Finding out your co-operative insurance needs Starting a business comes with risk. From an operations perspective,…

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How to find new co-op members

A guide to finding new co-op members The first step in how to find new co-op…

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How to handle share capital in a co-op

What is share capital While incorporating a co-op, and planning to raise money, words like ‘shares’,…

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How to create a governance structure

Creating a Governance Structure Who’s in charge? Who gets to decide? To answer these questions, groups…

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Creating an action plan

So you’ve formed a steering committee. Now what? Figuring out where to start can be overwhelming….

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Creating a Preliminary Budget — A Guide

Creating a co-operative, like any business, requires a lot of time, effort, and (usually) money. Depending…

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How to Read Financial Statements

How to Read Financial Statements This resource provides a guide on how to read financial statements….

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What is a steering committee, and what does it do?

When starting a co-op, one of the first things you should do is form a steering…

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Choosing a business structure: A questionnaire

Co-ops are different from other corporations. How they are different is generally found in the way…

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Annual Meeting Checklist

The Annual General Meeting (AGM) is an important event for co-ops. It provides a forum for…

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How to Waive an Audit

Most co-operatives have to undergo an annual audit. This is a process where an independent third-party…

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Alberta Chamber of Commerce

The Alberta Chambers of Commerce (ACC) is a voluntary federation of independent Chambers of Commerce and…

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Saskatchewan Chamber of Commerce

The Saskatchewan Chamber of Commerce represents the Saskatchewan business community, advocating on behalf of all sizes…

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Manitoba Chamber of Commerce

MB Chamber engages member chambers and corporate partners to work together and present a unified voice…

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Start Up Canada

Start Up Canada helps every entrepreneur by connecting local ecosystems from coast to coast to coast,…

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Futurpreneur

Futurpreneur has been fueling the entrepreneurial passions of Canada’s young enterprise for two decades. They are…

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How to write a Board of Directors’ Code of Conduct 

A code of conduct is a tool your co-operative’s Board of Directors can use to hold…

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Choosing a ‘Co-op Type’ and its Impact on Your Business 

The type of co-operative you create is defined by who owns the co-op. In Canada, there…

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Write a compliance checklist

Your co-operative’s board of directors is the primary steward of the business and is responsible for…

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How to issue dividends

Disclaimer: This document intends to provide the reader with a basic understanding of the role of surplus…

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Sample Co-op Equity Statement

If your co-op shares its profits with your members, you should also provide members with an…

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BC Chamber of Commerce

The BC Chamber of Commerce is the largest and most broadly-based business organization in B.C. They…

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Saskatchewan Indian Equity Fund

SIEF offers commercial and agriculture lending and business consulting services. Located in Saskatoon, on the Asimakaniseekan…

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Clarence Campeau Development Fund

The first stop for Métis entrepreneurs and communities in Saskatchewan. They leverage relationships with funding partners,…

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Everything you need to know about managing records

One of the most important responsibilities of your board is keeping and managing the co-op’s records….

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Board Governance Tips for Indigenous Co-operatives

Good governance is an important part of a co-op’s success. Creating the conditions for good governance and efficient decision-making takes effort…

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Sample Board Duties

The board of directors is central to all co-operatives. Boards represent the co-op’s members and oversee…

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How to Build a Board Calendar

As a board member, it’s your duty to oversee your co-op’s operations and ensure it’s compliant…

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Sample Bookkeeper Contract

Contracting a professional to do your co-operative’s bookkeeping is a great idea. Download the sample contract…

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Business Benefits Finder

Government of Canada site for programs and benefits for businesses. Find the right programs and services,…

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SK Start Up Institute

SK Startup Institute is your first step as an entrepreneur looking to get a head start…

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Business Link (Alberta)

Business Link helps Alberta small businesses start and thrive. Their team of experts is there to…

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World Trade Centre Winnipeg

The World Trade Centre Winnipeg is an information portal for Manitoba entrepreneurs.

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Gabriel Dumont Institute (SK)

GDI’s Pathways program provides unique supports to Métis entrepreneurs who are looking to create, maintain, or…

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Filing a Memorandum of Association

Incorporating in British Columbia is a bit of a process. So use the three documents on…

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Workplan for incorporating in Saskatchewan

This plan is designed for steering committees and boards of co-operatives developing in the Land of…

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Incorporating a co-op in Western Canada — a provincial comparison

Here’s a snapshot of the differences and similarities of the incorporation process in Western Canada. No…

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Co-ops and charitable status

Charitable status is a legal designation granted by the federal government to organizations that apply and…

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Incorporating in Manitoba

To incorporate in Manitoba, download the articles supplied here and use the forms provided by the…

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Workplan for incorporating in Alberta

Designed for steering committees and boards of co-operatives developing in Alberta, this workplan for incorporating in…

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Workplan for incorporating in British Columbia

Designed for steering committees and boards of co-operatives, this Workplan for incorporating in British Columbia can…

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Filing Articles of Incorporation in Alberta

To begin filling in your articles of incorporation in Alberta, please download the PDF or visit…

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Sample Bylaws for a Federal Co-op

These sample bylaws are designed for groups incorporating a federal co-op. They can help co-ops navigate…

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Workplan for incorporating in Manitoba

Designed for steering committees and boards of co-operatives incorporating in Manitoba, this plan can help coordinate…

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Government of Canada Information Guide on Co-operatives

The Federal government maintains an information guide on co-operatives and key legislative provisions from each provincial…

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Workplan for incorporating federally

This workplan for incorporating federally is designed for steering committees and boards of co-operatives who want…

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Guide to starting a renewable energy co-op

Thinking about starting a renewable energy co-op? Download this great toolkit from the Solar Energy Service…

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Sample Terms of Reference

Looking for a sample Terms of Reference to use for your co-op? Look no further. Here’s…

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Sample Resolution

Creating a Sample Resolution When it comes to making decisions in a co-operative, the provincial and…

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Sample Membership Agreement

Sample Membership Agreement (Disclaimer: While much of the content in this sample membership agreement has been…

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Sample Financial Policy

Looking for a financial policy template to use for your co-op? Look no further. Here’s our…

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Member Engagement and Onboarding

Members are the foundation for any co-operative. It’s important for new members to understand their co-op,…

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Creating a Terms of Reference

Creating a Terms of Reference When finalizing documents for your co-op, you don’t want to skip…

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Creating a Strategic Plan

Creating a strategic plan for your co-op This tool is intended to guide co-op boards or…

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Creating a Human Resources Policy

A human resources policy is a guiding document that a co-operative will use to manage its…

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Incorporating a co-op in Saskatchewan

To incorporate a co-op in Saskatchewan, download and fill out the PDF included on this page….

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A Guide to writing co-op bylaws in Manitoba

Writing co-op bylaws in Manitoba Below is a guide to writing co-op bylaws in Manitoba. Writing…

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Sample Rules of Association for British Columbia

In British Columbia, bylaws are called Rules of Association and are filed with the Memorandum of…

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Sample Co-op Bylaws for Manitoba

The Government of Manitoba through the Companies Office provides several sets of sample bylaws for co-operatives…

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A Guide to writing Rules of Association in BC

What are the Rules of Association in BC? Rules of Association (or bylaws) are the rules…

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Sample Co-op Bylaws for Alberta

Designed for those starting co-ops, these co-op bylaws for Alberta can help co-ops navigate the legislation…

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A Guide to writing bylaws in Alberta

Below is a guide to writing bylaws in Alberta. Writing bylaws is an important step in…

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Incorporation time frame

When you incorporate a co-operative, the steps need to be completed within a specific time frame….

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Free Online Governance Course

Learn how to better govern through our online governance course Take our FREE online governance course….

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Articles and bylaws (video)

If you’re thinking of building your business as a co-op, you’ll need to go through the…

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Why create a business plan? (video)

If you’re starting a new business, it’s important to clearly define and articulate your plans: what…

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Choosing a name (video)

Here’s a few things to keep in mind when choosing a name for your co-op. On…

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Debt vs Equity (video)

Financing a business is challenging at the best of times. Understanding the benefits of using debt…

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Why should you incorporate your co-op? (video)

Incorporating a co-op is the process of creating a legally recognized entity separate from any one…

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Big Co-operatives

Big co-operatives often look for opportunities to invest in the communities they serve through business advice,…

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Western Economic Diversification

Western Economic Diversification (WED) is a government department that falls under the Ministry of Innovation, Science…

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Provincial Co-operative Associations

The provincial co-operative associations are co-op coalitions in their respective provinces that work towards improving the…

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Provincial Business Development Centres

Funded by Western Economic Diversification, the four business information centres in each province provide a variety…

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BDC’s financial planning tool

Is your financial management sound? Does it include regular financial planning and budgeting? Is the full…

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BDC’s entrepreneur toolkit

To succeed today you need to have sound business sense and a set of practical tools….

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Guide to building an Opportunity Development Co-operative

The Alberta Community and Co-operative Association works for the development and promotion of co-operatives across Alberta….

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Community Futures Network

The Community Futures network consists of over 268 local non-profits across rural Canada that provides development…

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Futurpreneur’s general tools, tips, and resources for entrepreneurs

Explore Futurpreneur’s resources by topic for both entrepreneur’s and mentors.

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Futurpreneur Canada Cash Flow Template

The Futurpreneur Canada Cash Flow Template is here to help you outline your start up costs,…

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Co-operatives First

Providing co-op development services to the four western provinces, Co-operatives First has the supports, resources, and…

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Sample Manager Job Description

This sample job description is not the property of any business, rather includes information commonly found…

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Guidelines for co-operative elections

A co-op elects its board of directors each year at its annual general meeting (AGM). Here’s some…

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Filing your Annual Return

One of the most important requirements for co-operatives is filing an annual return. An annual return…

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Creating a Conflict of Interest Policy

Every co-op should have a conflict of interest policy as part of its bylaws or policy…

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Board of Directors Evaluations

The board of directors is central in a co-operative business. The directors need to be able…

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Board Member Recruitment

Recruiting board members is essential for co-ops. It is important to make sure that you not…

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Board Decision-Making Exercise

The board of directors is central to the operations of a co-operative business. Boards should always…

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Being a Board Member in a Co-operative Business

Co-operative businesses are governed and run by boards of directors. They manage the staff, create policies…

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Co-operative Annual General Meetings

If you’re moving your AGM online, click here and here for tips. If you’re looking for…

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Tax Treatment of Co-operative Businesses

Now for everyone’s favourite topic: taxes! No? Alright, while they may not be fun, they are necessary….

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Ongoing Capitalization

Raising a co-op’s capital Raising financial capital is an important step when developing a co-operative business,…

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Guide to Writing a Financial Plan

Writing a business plan? Check out our Biz Plan Generator to help you through the process. …

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Financing your Co-operative Business

Raising the funds you need to start a new business isn’t easy. If you want to…

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Budgeting and Co-operatives

Budgeting a Co-operative Budgeting is one of the most important things a co-operative business can do….

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Roles and Responsibilities

The Roles in a Co-op The roles in a co-op depend on how members choose to…

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Business Planning Pitch Practice

Writing a business plan? Check out our free Biz Plan Generator to help you through the…

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How to allocate your co-op’s profits

Disclaimer: This document intends to provide the reader with a basic understanding of the role of…

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Sample Bylaws for Saskatchewan

Disclaimer: These bylaws for Saskatchewan were created by Co-operatives First staff and should not be used…

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Shaping your Co-op’s Identity

Building a co-operative requires a lot of planning and development of documents, policies, and procedures. These…

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Incorporation Checklist

If you’re ready to incorporate your co-op, congrats! You’ve already put in a lot of the…

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Guide to writing Bylaws in Saskatchewan

Bylaws in Saskatchewan Bylaws are the rules and regulations that govern various aspects of a co-operative…

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Transitioning a Business to a Co-operative

Why think about transitioning a business to a co-operative? Many business owners are thinking about retirement…

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Co-operative Members and Governance

The foundation for any co-operative is its members. Co-op members can support their business financially by…

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Choosing a Co-op Type

Choosing a co-op type is an important step in developing a co-op. Co-operative businesses use a…

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Hosting a Community Meeting

Early in the process of setting up a co-op, meetings provide a group the chance to…

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Focusing Ideas for Your Co-operative

When forming a co-operative, there are often more people to work with and more ideas to…

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Co-operative Business Model Comparison with Other Models

The co-operative business model combines the best of small business ownership and a corporation. It often…

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Building Consensus

Building consensus in a co-operative business can be important for its sustainability, especially in the early…

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