Improve Operations


Financial training

Financial Fluency, Analysis & Ratio Training

Co-op success depends on a deep understanding of your financial condition. Our tools and training will help you deepen financial understanding in your store and create appropriate benchmarks.

Financial and Ratio Analysis. We can help you assess your financial performance and improve it. Our services include:

  • Assessment of your key financial indicators
  • Establishing benchmarks and tools for achieving them
  • Operating, cash flow, and capital budgets
  • Upgrading accounting and reporting systems
  • Staff and management training

CoCoFiSt (Common Cooperative Financial Statements). CoCoFiSt is a database of financial and operating data from participating food cooperatives designed to use the data to achieve targeted improvements. CoCoFiSt includes a variety of tools and workshops including:

  • CoCoHiFi – A spreadsheet with each co-op’s financial and operating data updated each quarter specifically for that co-op.
  • CoCoGap – Comparing your cooperative’s performance to high performers
  • CoCoBud – Projects financial performance using current trends
  • CoCoWorks and CoCoConcentrate – Workshops to help general and department managers use CoCoFiSt data to improve performance

Open Book Management Implementation

Introducing Open Book Management (OBM) can be fun and rewarding. This management model can increase efficiency and engagement of staff members in the economic success of the business. To help General Managers implement Open Book successfully, our consultants have developed a program with tools and resources to make the process easier. Our consultants have experience both in the implementation of new OBM initiatives and in the assessment and reinvigoration of ongoing OBM programs.

The process for implementing OBM can take from 3-6 months and requires a significant commitment of time and energy from you and the small group of managers and staff who will form your implementation committee. By working with a consultant your implementation process can be more efficient and avoid mistakes that can cost valuable time and resources.

To support OBM implementation, we can:

  • Assess your readiness to implement Open Book Management at your Co-op
  • Provide information, guidance and support as you work through our three-step implementation process
  • Conduct on-site training and hands-on assistance at the time that you roll out Open Book and hold your first OBM meeting

Associated Consultants

Jeanie Wells

Capacity Assessment, Transitional Planning and Coaching

Mel Braverman

Operational and Financial Improvement

“ Using CoCoFiSt for goal-setting was one of our first steps from going from a mediocre operator to being one of the best! ”

Dan Gillotte, General Manager, Wheatsville Co-op, Austin, Texas

“ Using CoCoFiSt for goal-setting was one of our first steps from going from a mediocre operator to being one of the best! ”

Dan Gillotte, General Manager, Wheatsville Co-op, Austin, Texas

Associated Case Studies

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