For Boards of Directors Archives

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? How to name your co-op: a by-province guide Choosing a business structure: A questionnaire 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

Do a PESTLE Analysis How to find new co-op members Creating a Preliminary Budget — A Guide Building a Business Model Canvas Risk Identification and Management Legal Risks for Co-op Start Ups How to create a governance structure 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

How to Waive an Audit Sample Board Duties How to Build a Board Calendar Three AGM Resolutions Every Co-op Needs for their Annual General Meeting What you need to know for your first AGM 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

A Guide to Co-operative Insurance How to Read Financial Statements Everything you need to know about managing records Board Governance Tips for Indigenous Co-operatives Sample Bookkeeper Contract Keeping track of members in a co-op 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

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…

Sample Board Duties

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

How to Waive an Audit

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

Annual Meeting Checklist

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

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…

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…

Annual General Meeting Preparation

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

Creating a Terms of Reference

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

Creating a Strategic Plan

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

Creating a Human Resources Policy

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

Free Online Governance Course

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

Creating a Conflict of Interest Policy

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

Board of Directors Evaluations

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

Board Member Recruitment

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

Board Decision-Making Exercise

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

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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