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Scorecard presentation


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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?