Templates for Boards Archives

Early Stages

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

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

Risk Identification and Management Legal Risks for Co-op Start Ups Do a PESTLE Analysis How to find new co-op members How to create a governance structure Creating a Preliminary Budget — A Guide Building a Business Model Canvas Why create a business plan? (video) Roles and Responsibilities Business Planning Pitch Practice How to allocate your co-op’s profits 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 How to write a Board of Directors’ Code of Conduct Write a compliance checklist How to issue dividends 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 allocate your co-op’s profits

How to write a Board of Directors’ Code of Conduct Write a compliance checklist

Board Governance Tips for Indigenous Co-operatives Sample Bookkeeper Contract 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 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

Additional Resources

Co-ops and charitable status

Sample Co-op Equity Statement

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

Write a compliance checklist

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

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…

Annotated Agenda for an AGM

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

Providing Notice for Annual General Meeting

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

A Guide to Meeting Minutes

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

Sample Terms of Reference

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

Sample Resolution

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

Sample Membership Agreement

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

Sample Financial Policy

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

Sample Manager Job Description

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

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