Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Scorecard presentation

310 views

Published on

Published in: Business, Technology
  • Be the first to comment

  • Be the first to like this

Scorecard presentation

  1. 1. Project A1: The Consumer Co-operative Sustainability and Planning Scorecard Leslie Brown, Mount Saint Vincent University Elizabeth Hicks, Mount Saint Vincent University André Leclerc, Université de Moncton June 24, 2010 Community University Research Alliance - Atlantic Cluster Halifax, Nova Scotia /20
  2. 2. Supported by & Partnered with Southern Ontario Node, Social Economy Centre SOCIALECONOMY. UTORONTO.CA
  3. 3. Today’s Presentation – An Overview <ul><li>Scorecard’s purposes </li></ul><ul><li>Research Partnership Main Goal </li></ul><ul><li>The Partners </li></ul><ul><li>Partnership in Research </li></ul><ul><li>Tool design process </li></ul><ul><li>Scorecard’s structure </li></ul><ul><li>Next steps </li></ul><ul><li>Time frame and responsibilities </li></ul><ul><li>Objectives and research priorities </li></ul>/20
  4. 4. Scorecard’s Purposes <ul><li>A Scorecard to : </li></ul><ul><li>Define and measure the Co-operative Difference. </li></ul><ul><li>Guide strategic planning of the Co-op Difference. </li></ul><ul><li>Help benchmark and improve your economic, social and ecological performance. </li></ul><ul><li>Provide valuable information to members. </li></ul><ul><li>Raise cooperative’s public image. </li></ul><ul><li>Develop leadership among co-operatives as well as other organizations in social responsibility reporting and planning. </li></ul>/20
  5. 5. /20 Research Partnership Main Goal To develop a self-assessment and planning tool that measures co-operative sustainability (including the social, economic and environmental performance) in relation to targets and priorities set by the co-op’s key stakeholders. = a pilot project initially for consumer co-operatives Actual tool’s name : The Consumer Co-operative Sustainability and Planning Scorecard
  6. 6. The Partners <ul><li>Co-op Atlantic </li></ul><ul><ul><li>Léo LeBlanc, Corporate Secretary and Vice-President of Human Resources and Corporate Affairs </li></ul></ul><ul><ul><li>Monique Bourque, Corporate Marketing & Communications Manager </li></ul></ul><ul><ul><li>Roméo Cormier, Manager of Public Affairs </li></ul></ul><ul><li>2. Academic Partners from 2 universities </li></ul><ul><ul><li>Leslie Brown and Elizabeth Hicks, Mount Saint Vincent University; André Leclerc, l’Université de Moncton </li></ul></ul><ul><li>= 6 members of the Research Advisory Committee (RAC) </li></ul>/20
  7. 7. The Partners (con’t) <ul><li>3. Pilot Project Co-ops and CFM (7) </li></ul><ul><ul><li>5 retail food co-ops (out of 57) & 2 co-operative food markets (out of 13) set up Pilot Project Committees (PPC) </li></ul></ul><ul><ul><li>3 - 8 persons selected by the Board (Co-op) or the Advisory committee (Co-operative food markets - CFM) </li></ul></ul><ul><ul><li>Includes board or committee member(s) and other key individuals such as general members, managers, member relations officers and other employees. </li></ul></ul><ul><ul><li>May consult with other stakeholders </li></ul></ul>/20
  8. 8. The Partners (con’t) /20 La Coopérative Régionale de la Baie La Coopérative de St-Louis La Coopérative de Dieppe Musquodoboit Valley Co-op Pictou County Co-op Food Market Morell Consumers Co-operative Sackville Co-op Food Market
  9. 9. Partnership in Research <ul><ul><li>Community-University Research Alliance = </li></ul></ul><ul><ul><li>“ … partnerships between community organizations and postsecondary institutions which, through a process of ongoing collaboration and mutual learning , will foster innovative research, training and the creation of new knowledge ...” </li></ul></ul><ul><ul><li>“ These partnerships must demonstrably increase research capacity across university and community-based participants in the research , and result in knowledge that is valued and useful for all the partners.” (SSHRC, emphasis added) </li></ul></ul>/20
  10. 10. Tool design process <ul><li>1.  Drafting the tool, Recruitment of PPCs + Workshops; </li></ul><ul><li>2.  PPC review of the main themes and practices; </li></ul><ul><li>3.  Re-drafting the tool based on feedback from the PPCs </li></ul><ul><li>4.  PPC reports on their co-op’s priorities for each of the practices + researchers develop the indicators for each practice; </li></ul><ul><li>5.  PPC reports on performance using the indicators + commenting on the process and critiquing the indicators; </li></ul><ul><li>6.  Re-draft tool based on feedback from PPCs, making it available; </li></ul><ul><li>7. Review stakeholder approaches and encourage co-operatives to develop a stakeholder engagement strategy; </li></ul><ul><li>8. Pilot project co-operatives and other interested co-operatives use the third draft of the tool and report on the results. </li></ul>/20
  11. 11. Scorecard’s Structure <ul><li>Initial version of the scorecard presented at 2009 Co-op Atlantic AGM : </li></ul><ul><ul><li>178 practices structured in 5 sheets : </li></ul></ul><ul><ul><ul><li>co-operative principles; </li></ul></ul></ul><ul><ul><ul><li>operations; </li></ul></ul></ul><ul><ul><ul><li>economic measures; </li></ul></ul></ul><ul><ul><ul><li>social measures; </li></ul></ul></ul><ul><ul><ul><li>environmental measures. </li></ul></ul></ul><ul><li>After the first evaluation by PPCs : </li></ul><ul><ul><li>Discard 31 practices. </li></ul></ul><ul><ul><li>Revise or move elsewhere in the scorecard : 10 practices. </li></ul></ul><ul><li>Further revision by the RAC based on the PPCs comments. </li></ul>/20
  12. 12. Scorecards Structure after revision <ul><li>Two scorecards : </li></ul><ul><ul><li>Autonomous consumer co-ops </li></ul></ul><ul><ul><ul><li>145-150 practices organized in 4 sheets ( co-operative principles,economic measures,social measures, and environmental measures) </li></ul></ul></ul><ul><ul><ul><li>practices related to co-op values </li></ul></ul></ul><ul><ul><ul><li>indicators for each practices </li></ul></ul></ul><ul><ul><li>Co-operative food markets </li></ul></ul><ul><ul><ul><li>130-135 practices organized the same way </li></ul></ul></ul>/20
  13. 13. Scorecard’s Structure - co-op version /20 Theme Subgroup # of pract. First Sheet : Co-operative Principles Open & Voluntary Membership 12 Democratic member control I. Governance 14 II. Member Engagement 7 Member Economic Participation 7 Autonomy & Independence 3 Education, Training & Information I. Inform. & Image Manag. 5 II. Member Education 4 III Staff Education 4 Co-operation Among Co-ops 5 Concern for Community 3 Subtotal 64
  14. 14. Scorecard’s Structure - co-op version (con’t) /20 Second Sheet : Economic Measures I. Budgets and planning 6 II. Strategic reporting and monitoring 13 Subtotal 19 Third Sheet : Social I. Our customers / members 5 II. Our employees 19 III. Our suppliers 9 Subtotal 33 Fourth Sheet : Environment Subtotal 15
  15. 15. Scorecard’s Structure : example of practices /20 Principle 1 - Open & Voluntary Membership    PRACTICES Please indicate how your co-op would prioritize each practice. Please circle the appropriate number on the scale of 1 – 5, where 5 is the most important and 1 is the least important.   Least Important Most Important Does Not Apply 1 The co-op makes sure that the membership list is updated regularly. 1 2 3 4 5 N/A 2 Our database (or manual list of members) allows us to identify inactive members . 1 2 3 4 5 N/A 3 The co-op has a member relations policy to provide strong member focus. 1 2 3 4 5 N/A
  16. 16. Scorecard’s Structure : example of indicators /20 Principle 1 - Open & Voluntary Membership    Indicators   Metrics - Adjust as appropriate for your co-operative Our Metric Benchmark 1 # of hours annually provided to pertinent staff to review co-op membership information, member sign-up procedures. 2 % increase or decrease in membership 3 # of new members recruited, year over year 4 # of inactive members, year over year 5 # of member resignation 6 # of re-engaged members
  17. 17. Next steps <ul><li>PPC reports on their co-op’s priorities for each of the practices </li></ul><ul><li>Develop indicators associated to each practices (in collaboration with managers) </li></ul><ul><ul><li>to measure the current state of co-op sustainability and will help your co-op identify opportunities for improvements. </li></ul></ul><ul><li>Using the indicators, PPC reports on performance </li></ul><ul><li>Web version of the tool? </li></ul>/20
  18. 18. Time Frame and Partner Responsibilities /20
  19. 19. Objectives and Research Priorities <ul><li>Identify the performance practices and indicators that best express the « co-operative difference » and allow a co-op to evaluate and improve its social, environmental and economic performance; [i.e. produce a useful scorecard] </li></ul><ul><li>Understand the ways that co-ops use the information to engage in operations and in strategic planning; [i.e. info’ feeds into plan for action] </li></ul><ul><li>Learn from this stakeholder approach to the creation of a tool; [i.e. capacity building for all] </li></ul><ul><li>Contribute to the development of the theory of co-operative organizations & their impacts on community [i.e. synthesis of info’ for co-ops too] </li></ul>/20
  20. 20. /20 There you have it - a partnership for change THANK YOU ! QUESTIONS?

×