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. Supported by & Partnered with Southern Ontario Node, Social Economy Centre SOCIALECONOMY. UTORONTO.CA

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

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

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. 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. 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. 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

18. Time Frame and Partner Responsibilities /20

20. /20 There you have it - a partnership for change THANK YOU ! QUESTIONS?