Worcester Roots Co-op Academy 2013
From Cultivate.Coop
Sharing resources for Co-op Academies:
View Curriculum BY SUBJECT HERE
Concept to Co-op: Worcester Roots Project, Boston Center for Community Ownership, Access Consulting and Cooperative Development Institute have organized a Fall 2013 Co-op Academy, here's the curriculum! (Scroll down for curriculum materials.)
Videos:
- Full video playlist for session 1
- Full video playlist for session 2
- Full video playlist for session 3
- Full video playlist for session 4
- Full video playlist for session 5
- Full video playlist for session 6
- Full video playlist for session 7
- Full video playlist for session 8
- Full video playlist for session 9
- Full video playlist for session 10
- Full video playlist for session 11
- Full video playlist for session 12
Curriculum:
Session 1:
- Co-op 101 for Co-op Academy.ppt
- Introduction to Cooperatives.pdf
- BCCO Checklist for Starting a Cooperative
- What Can Go Wrong
- Values, Vision, Mission, Goals, and Strategies
- Rights and Responsibilities of Co-op Membership
- Intro to Products and Markets
Session 2:
- Values Worksheet
- Vision Worksheet
- Mission Worksheet
- Goals and Objectives Worksheet
- Strategies Worksheet
- Introduction to Financial Statements
- Financial Definitions
- Investment vs Expenses
- Our Product Worksheet
- Our Customer Worksheet
- Market Research Worksheet
- Your Finances and the Co-op Worksheet
Session 3:
- Supply Chain Graphic
- Facilitator's copy of Market Research Exercise
- Market Research Worksheet: Potential Customers and Competitors
- Options for Decision Making
- Who is Robert (of Robert's Rules)
- Horizontality vs Hierarchy Chart
- Decision Making Worksheet
- Steps in the Ethical Decision-Making Process
- Consensus Process and Facilitation
- Facilitation Techniques and More on Consensus
- Possible Decision Making Paths in Consensus
Session 4:
- Conflict Resolution
- Conflict Resolution resources from AORTA
- Conflict and Communication Worksheet
- Sample Conflict Resolution Policy
- Income and Cost of Goods Worksheet
- Licensing Worksheet
Session 5:
- Types of Insurance
- Insurance Activity
- Basis of Competition
- Our Message Worksheet
- Branding Worksheet
- Business Systems
- Business Systems Exercise
Session 6:
- Marketing Planning: New Customers Worksheet
- Marketing Planning: Repeat Customers Worksheet
- Marketing Planning: Damage Control Activity
- Marketing Planning Worksheets (excel document)
- Fixed Assets and Depreciation Worksheet
- Overhead Expenses & Break Even Point Worksheet (excel doc)
- Business Taxes Handout
- Year End Accounting Handout
- Insurance Quotes Worksheet
Session 7:
- Practicing Good Governance
- Accountability Structures
- Documents that Define your Co-op
- Unions and Co-ops
- Grievance Procedures
- Member / Employee Evaluations
- Hiring
- Internal Capital Accounts
Session 8:
- Choice of Legal Entity
- Tax Structures
- 28 Questions to consider before meeting with a lawyer
- Leadership Worksheet - Part 1 - Leadership We Like
- Leadership Worksheet - Part 2 - Leadership Qualities
Session 9:
- Job Tasks Worksheet
- Job Descriptions Worksheet
- Avoiding Discrimination
- Anti-Oppression in the workplace
- Questions about youth cooperatives: Challenges, issues, what we don’t know but want to find out
- Demonstrating Demand for your Product
Session 10:
- Teen Workplace Violence
- Basic Health and Safety Worker RIghts Fact Sheet
- Worker Health and Safety Survey
- Greening the Co-op
Session 11:
- Writing the Business Plan
- Marketing Plan: Where the Customers Look
- Marketing Without Advertising
- Sample Marketing Plan
- Blank Marketing Plan
- Formatted business plan worksheet (editable .doc)
- Formatted business plan worksheet (best formatting, not editable)
- Dangers and Benefits of Co-op and Nonprofit Collaboration
Session 12:
- Sales Flow Chart
- The Sales Funnel (editable .doc)
- The Sales Funnel (non-editable .pdf)
- (editable .xlsx)
- Lemonade Stand Financials Sheet 1 (non-editable .pdf)
- Lemonade Stand Financials Sheet 2 (non-editable .pdf)
- Lemonade Stand Financials Sheet 3 (non-editable .pdf)
- Lemonade Stand Financials Sheet 4 (non-editable .pdf)
- Constructing the Financials
- Resources for Raising Capital for Worker Cooperatives
- Raising Capital for Co-ops
- Recommended Resources
- Union Co-ops Handout
Additional Resources from Co-operative Development Institute (CDI):