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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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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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Annual Meeting Checklist

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

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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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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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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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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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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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Annual General Meeting Preparation

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

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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 Read Financial Statements

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

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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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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 Strategy Plan

Creating a strategy 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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Free Online Governance Course

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

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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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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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Allocating Surplus in a Co-operative Business

Surplus is commonly used by co-operatives to describe a business’s profit. Many co-ops create policies or…

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Business resources make life easier

Need a business plan? Start here. The Biz Plan Creator is an easy-to-use and helpful tool. Designed to guide you through the process, the Biz Plan Creator offers a user-friendly platform and clear advice at every stage. Plus, it includes a secure account and customized branding of your plan. So, you can leave and come back to your plan as needed. And when you’re done, a branded PDF business plan ready for investors and financiers is your reward.