Kate Sumberg - Consultant - · CDS Consulting Co-op

Expand & Grow Co-ops
Expand & Grow Co-ops ⇀
Are you ready?
- Orientation
- Alignment
- Structure & capacity
Is it feasible?
- Market Study
- Financial Feasibility
- Internal Readiness
- Design Feasibility
What's the plan?
- Business Planning
- Timeline Development
- Bylaws & Membership
- Owner Capitalization
- External Capitalization
- Ongoing Support
Let's go
- Operations
FEATURED CASE STUDY

Building a New Equity Strategy
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Develop Your Talent
Develop Your Talent ⇀
Coaching and Mentoring
- GM Success Coaching Program
- Board/GM relations
- Mentoring
- Staff problems
Build HR Systems
- Employee handbooks
- HR Audits
- Recruiting and selecting
- Compensation Analysis
- Workplace investigations
Survey employees
- Staff satisfaction survey
- Policy compliance survey
Workplace Culture
- Open Book
- Organizational capacity
- Co-op Culture
- Crucial Conversations
FEATURED CASE STUDY

Evolving a Work Culture through Participation and Training
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Improve Operations
Improve Operations ⇀
Product Management
- Sales growth
- Pricing and margins
- Benchmarks
- Training
Staff Development
- Financial training
- Coaching and Mentoring
- Hiring and Training
- Labor management
- Cooperative Service Training
- Margin management
- Assessments
Fresh Foods
- Deli and Prepared Foods
- Produce
Safety and Security
- Loss prevention
- Emergency Preparedness
Marketing and Branding
- Marketing and Branding
- Brand Audits
Interim General Management
- Interim General Management
FEATURED CASE STUDY

Meat Department Sparks Reputation for Service and Quality
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Participation
Participation ⇀
Power of Participation
- Owner Engagement
- Staff Training, Development and HR
- Cooperative Service Training
- Expansions, Growth and Change
- Leadership and Communication Support
- Marketing, Communication and Merchandising
- Co-op Education and Culture
FEATURED CASE STUDY

Eastside Food Co-op Builds Enthusiasm for Co-op Development
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Cooperative Governance
Cooperative Governance ⇀
Our Approach
- Our Approach
- 4 Pillars Cooperative Governance
Our Team
- Our Team
CBLD Services
- Ongoing Hours + Retreat
- In-person events
- Enrollment
- Startups
Events
- CBL 101
- Building a Great Relationship
- Everyone Welcome?
- Co-op Cafe
- Event Logistics
Add-ons and Extras
- Individualized Events
- Special Deals
FEATURED CASE STUDY

Outpost's "High Five"
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Start a Co-op
Start a Co-op ⇀
4 Cornerstones in 3 Stages
- 4 Cornerstones in 3 Stages
Organizing Stage
- Orientation
- Member Outreach
- Planning
Feasibility/Planning Stage
- Market study
- Financial feasibility
- Internal readiness
- Design feasibility
What’s the plan?
- Business planning
- Timeline development
- Bylaws and membership
- Capitalization
- Governance
- Hiring
Implementation Stage
- Operations
FEATURED CASE STUDY

Benefits of 4 in 3 Model to Launch Startup
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