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CO-OP INDEX
Assisting Co-ops 	

in their development	

Ryszard Stocki	

cc by wonker at flickr
Part 1. Fundamentals
DEVELOPMENT, DECLINE AND FALL	

OF ORGANIZATIONS
All organizations are subject to forces which lead to abandoning
their va...
HOWEVER,WE DO NOT
NOTICETHE CHANGES LIKE A
FROG IN A HOT POT UNTIL IT
IS BOILED
Only monitoring the organization, reflectio...
IN COOPINDEX
WE ASK ABOUT
DAILY PRACTICES
BUT WE DRAW CONCLUSIONS ABOUT THE WEAKNESSES OF VALUES,
PRINCIPLES, SYSTEMS, CLI...
OUR DIAGNOSIS IS BASED ONTWO
ORIGINAL ASSUMPTIONS
The two assumptions lead to abandoning the measurement of
any means by t...
PARTICIPATION IS NOT POPULAR BECAUSE IT REQUIRES
MASTERY IN DEALING WITH APPARENT CONTRADICTIONS
Trust Truth
Be Have
Compl...
TPIM
DIAGNOSTIC
PROCESS
Ideal	

Coops
Real 	

Co-ops
EPIDEMIOLOGICAL MEASUREMENT ANALOGICAL TO MEDICAL DIAGNOSIS
Number of...
CHANGE PROCESS IS DEFINED AS
A PROCESS OF ACHIEVING
HIGHER INDIVIDUAL AND GROUP
EXPERTISE IN UNDERSTANDING
VARIOUS ASPECTS...
WIDESPREAD UNDERSTANDING OF COMPLEXITY
ISTHE FUNDAMENTAL CHANGE AGENT.
Inspiration:	

The structure of the economic
mechan...
THETOOLS BASED ONTHESE ASSUMPTIONS HAVE A LONG
HISTORY WHICH STARTED IN 1999
1999, 2000, 2001 	

OpenIndex
2003 OpenIndex
...
THE FUTURE OF INDEXES ARE IN PREPARATION
2013-2015 Cuban
CoopIndex
2010 Co-op Index 

for Producer Co-ops
2013 CoopIndex
C...
FOR MORE
INFORMATION
www.coopindex.coop	

www.stocki.org	

ryszard@stocki.org
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CoopIndex Part 1. Fundamentals. Assisting coops in their development.

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The CoopIndex is a tool developed within the worker co-operative sector - which may be used to diagnose 30 key areas of co-operative performance linked to co-operative values and principles.
CoopIndex is a research methodology created in a collaborative process by co-operative members, co-operative consultants, and researchers of co-oprative movement. The purpose of the tool is to assess the health of the co-operative based on perceptions of its members and employees about the extent to which the valyes and principles of co-operation are operational.

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CoopIndex Part 1. Fundamentals. Assisting coops in their development.

  1. 1. CO-OP INDEX Assisting Co-ops in their development Ryszard Stocki cc by wonker at flickr Part 1. Fundamentals
  2. 2. DEVELOPMENT, DECLINE AND FALL OF ORGANIZATIONS All organizations are subject to forces which lead to abandoning their values and principles. If nothing is done they decline and fall. Time Development (e.g. size) Point of renewal Area of possible ! change Inevitable fall Decline starts at the moment! of the greatest prosperity Initial! adherence! to values
  3. 3. HOWEVER,WE DO NOT NOTICETHE CHANGES LIKE A FROG IN A HOT POT UNTIL IT IS BOILED Only monitoring the organization, reflection and habitual returning to the initial values can save the organization from inevitable destruction. cc Purple Slog at flickr.com
  4. 4. IN COOPINDEX WE ASK ABOUT DAILY PRACTICES BUT WE DRAW CONCLUSIONS ABOUT THE WEAKNESSES OF VALUES, PRINCIPLES, SYSTEMS, CLIMATE,ATTITUDES AND OUTCOMES. Practices CO-OP INDEX Co-opPrinciples C o-opValues System s Climate Attitudes Outcomes These results are meant to evoke strategic discussion.
  5. 5. OUR DIAGNOSIS IS BASED ONTWO ORIGINAL ASSUMPTIONS The two assumptions lead to abandoning the measurement of any means by the tool. Frequencies are the main measures. ! Participation like ability to speak is a universal element of human nature. ! ! An individual view of the organization has a contagious character and may spread like an epidemic
  6. 6. PARTICIPATION IS NOT POPULAR BECAUSE IT REQUIRES MASTERY IN DEALING WITH APPARENT CONTRADICTIONS Trust Truth Be Have Complexity Effectiveness DeterminismFree will Focus on people Focus on tasks Self-justificationBlaming others Variability Stability Engagement Cynicism ! Individualism 1 2 3 4 5 6 7 8 9 Common Good Participation Totalism Diagnosis Values Expertise Attention in relationships Cyclicity Organic sustainability Independence
  7. 7. TPIM DIAGNOSTIC PROCESS Ideal Coops Real Co-ops EPIDEMIOLOGICAL MEASUREMENT ANALOGICAL TO MEDICAL DIAGNOSIS Number of positive similarities x number of persons who experience them The tool reflects the perception or absence of ideal practices.The ideal is based on the concept of total participation and CoopValues and Principles In medicine: Symptoms x Victims Focus on positive aspects and not pathologies is the main difference between our and medical diagnosis.
  8. 8. CHANGE PROCESS IS DEFINED AS A PROCESS OF ACHIEVING HIGHER INDIVIDUAL AND GROUP EXPERTISE IN UNDERSTANDING VARIOUS ASPECTS OF ORGANIZATIONAL COMPLEXITY TPIM Ideal Co-op Real Co-op Stage1 Time Real Co-op Stage 2 Real Co-op Stage 3
  9. 9. WIDESPREAD UNDERSTANDING OF COMPLEXITY ISTHE FUNDAMENTAL CHANGE AGENT. Inspiration: The structure of the economic mechanisms is complex (...). Political and economic development and progress is a quantitative function of understanding of the mechanisms. It is equivalent to the relationship between the number of people who understand the assumptions, goals and methods, often distant in their consequences and the number of people who are driven by ad hoc or thoughtless reflexes in a given society. “The Outline of Economic History of the World” - 1947 EUGENIUSZ KWIATKOWSKI (1888-1974)
  10. 10. THETOOLS BASED ONTHESE ASSUMPTIONS HAVE A LONG HISTORY WHICH STARTED IN 1999 1999, 2000, 2001 OpenIndex 2003 OpenIndex
 2005-2007 NonProfit Index 2009 Co-op Index 
 for Worker Co-ops 2010 NonProfit OpenIndex 2000-2013 OpenIndex “Solidarity” was looking for a tool to measure adherence of a company to the statutory values of the Union. They organized the competition: “Firma Przychylna Ludziom” (People Oriented Company) CXO - Managers’ Journal was looking for a tool measuring social responsibility of Polish companies. Batory Foundation used Non Profit Index to measure the impact of a grant from American Freedom Foundation on 17 large non-profits in Poland CUN used the tool to measure organizational professionalization of 10 non-profit organization.The tool was based on CoopIndex SMU needed the tool to measure coops’ adherence to Cooperative Values and Principles
  11. 11. THE FUTURE OF INDEXES ARE IN PREPARATION 2013-2015 Cuban CoopIndex 2010 Co-op Index 
 for Producer Co-ops 2013 CoopIndex Coop Banks 2014-2017 MyIndex A team of coop developers started development of a tool for producer coops. A SMU team from Canada started development of the Cuban version of CoopIndex for worker coops. Wojtyla Institute developed a Polish version of CoopIndex to be used in Polish co-operative banks in 2015. The European Commission sponsors a three year fellowship devoted to the study of cooperative isomorphism. Part of the study is based on the individual expertise measurement tool - MyIndex. So far CoopIndex was translated to: French, Spanish, Polish, Portuguese, Finnish. It also has two English versions.
  12. 12. FOR MORE INFORMATION www.coopindex.coop www.stocki.org ryszard@stocki.org

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