Cooperative Governance Assessment Assessment Team Onboarding - PowerPoint PPT Presentation

Cooperative Governance Assessment Assessment Team Onboarding

Contents • Primary Research Question • Tools • Assessment Expectations • Concluding Remarks • Appendix Photo credit: ACDI/VOCA

Cooperative Governance Assessment Primary Research Question How does a cooperative’s governance capacity impact its ability to meet member needs? *Capacity implies the ability to run the cooperative’s business Photo credit: ACDI/VOCA

Cooperative Governance Assessment Tools • Board Development Stage Tool • Benefits of the Governance Assessment for Directors and Cooperative Members • Director Questionnaire – Stage 1 • Director Questionnaire – Stage 2 • Director Questionnaire – Stage 3 • Cooperative Member Questionnaire

Cooperative Governance Assessment Board Development Stage Tool • All cooperatives experience developmental changes. – Stage 1: Creativity/Startup – Stage 2: Direction/Establishment – Stage 3: Delegation/Institution • Assessment questions are tailored for the three cooperative development stages

Cooperative Governance Assessment Benefits of the Governance Assessment for Directors and Cooperative Members • Assessment results motivate/alert the cooperative about how to improve governance systems • Results will help identify opportunities for the Board to be more effective and will indicate what future trainings might include. • Cooperatives can use the classification tool to conduct self-assessments on a regular basis

Cooperative Governance Assessment Governance Assessment Tools • Director Questionnaire • Stage 1 Cooperative • Stage 2 Cooperative • Stage 3 Cooperative • Cooperative Member Questionnaire • Applicable to all three development stages of cooperative governance

Cooperative Governance Assessment Assessment Expectations • Each Director questionnaire requires about 60 minutes to complete • Each cooperative member questionnaire requires around 25 minutes to complete • Assessment can be either: – Guided by you – Self-guided • Please provide participant with a paper copy of the appropriate questionnaire (Director or Cooperative Member), a writing instrument and a place to sit • Ask that the participant complete the questionnaire independently in front of you • Remain close by to respond to any questions that may arise • Collect the completed questionnaire

Cooperative Governance Assessment Assessment Expectations (continued) When completing the Questionnaire : • Record date, name of cooperative, and participant’s number on first page of questionnaire • Take care to ensure that each question is answered When addressing participants: • Be respectful and kind to all participants, be patient and understanding • Address the participant by his/her first name to make the individual comfortable, but do not record the name on the form • Never suggest an answer to a participant, focus on understanding the participant’s response

Cooperative Governance Assessment Assessment Expectations (continued) Be on Time, Maintain Focus • No absenteeism or late arrivals will be permitted • Dress appropriately in business casual for field work • No cell phones allowed, do not interrupt assessment process • Do not promise/provide any incentive to participant • Review assessment questions and be sure you understand the meaning. If you have questions, let us know. If There Is Confusion • First, ask the participant the statement as written – If the participant does not understand, repeat the statement slowly as written – If the participant still does not understand, ask what she/he doesn’t understand and explain the statement • If a participant will not provide an answer to a question or does not have an answer, note this on the questionnaire and move on to the next question

Cooperative Governance Assessment Thank YOU very much!! We look forward to working with you.

Cooperative Governance Assessment Next Steps • We will now review the assessment questionnaires for your cooperative(s).