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Mea
asuring tMem
Tools to
he Co‐omber Eng
A co
o Measu
perativegagemen
onference r
ure Co‐op
Halifa
e Different Towar
report by J
perative
ax, May 22‐2
ence: Cords a Re
John McNa
Perform
24, 2014
ommunitesilient S
amara
mance and
ty ImpacSociety
d Impact
ct and
t
Ex
Co‐operati
Tools to M
of the vario
Making the
issue for co
In addition
processes,
co‐operati
movement
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What tools
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are co‐ope
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collecting d
and co‐ope
the size, th
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xecutive
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ous tools us
ese tools wid
onsideration
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the sharing
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t, outlined in
uestions pos
s exist and w
ey measure
eratives lead
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s and data c
data on co‐o
data that inv
eratives, it is
he scope and
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orld Co‐oper
co‐operative
ives need to
marketing to
e Summ
ners and res
operative Per
ed by co‐op
dely availab
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seful for co‐o
g of informat
mplementati
n the Bluepr
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what is missi
the co‐oper
ers or follow
nference
collection
operatives is
volve the tim
s important
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n researchers
rative Monito
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engage the
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onference or
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perative mo
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pression of s
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rica and Latin
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oop).
co‐operative
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oration.
tity through
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rengths and
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orting practi
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ation about
ing strong
mpiling data
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ng practices
vailability of
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and demons
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dustry Canad
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tuals need t
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ability), the w
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ng examples
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da and Québ
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ve Social Au
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udit—a meas
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e co‐operativ
therefore re
ividual abilit
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ther improv
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tools that all
at sustainabl
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o redefine th
ives was lim
ted:
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surement of
perative’s uti
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usiness mod
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ve advantage
equired.
ty of the me
erative to as
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ow compari
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he debate an
ited to those
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stent with t
peration wou
el better by
ng to the res
e that is poo
mber to be e
sk for their e
all parts of
perative’s ab
ison betwee
riendly busin
ed knowledg
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e implemen
ncial data an
tive’s social
he ethics, va
he worker c
2
uld create a
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siliency and
orly understo
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ngagement,
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ness operati
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on the econ
ted by the c
d number o
commitmen
alues and pr
o‐operative
their existing
ood.
ey have the
, and the
ation chain
t its mission
and co‐
ons,reliable
embership
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conference
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nt within
inciples of
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g
n.
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their mem
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ives engage
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cial outcome
ractices, mo
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model focuse
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ustainability
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bership and
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operative Su
rformance o
, social and
ustainability
overall envir
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he total soci
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a number of
tements, nu
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es. They are
st industries
lly if the mea
need to trac
ed enterpris
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d on value‐b
to engage in
y and to fost
need to pub
d within the l
ussions abo
ity. This has
eans of build
ustainability
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economic pe
y Scorecard ‐
ronmental im
t‐including t
o‐economic
d why?
f reporting m
mber of me
e goal remai
connected t
s focus on th
asures consi
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ses’ measure
e the debate
based outco
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ter leadershi
blicize their p
larger comm
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the added b
ding resilienc
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erformance.
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mpact.
the value of
value of the
mechanisms
embers) to in
ins to help c
to financial o
he standard
ider the “rea
ormance in t
es of success
e on the eco
mes that ca
ent to help
ip within the
performance
munity. By pu
‐operatives e
benefit of de
cy.
g Scorecard
ciples and on
.
ment of the
non‐financia
e co‐operativ
s from simple
n‐depth repo
o‐operative
outcomes an
financial rep
al” economy
terms of the
s.
logical, socia
n replace th
promote co‐
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e results as a
ublicizing the
embed open
emonstrating
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n selected m
co‐operativ
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ve.
e reports req
orts measuri
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nd are equal
ports; co‐ope
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e Co‐operativ
al and financ
e current pr
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a means of b
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nness and ho
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ement of the
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ve’s environm
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ly important
eratives can
s local comm
ve Identity, r
cial environm
rofit based p
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building solid
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onesty and d
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mental
unteer
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perative
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be leaders
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ments to
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darity within
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developme
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The
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these tools
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1 Leslie Brow2 “What is a Cvalues‐princi
uction
‐operative m
rica, Europe
ent of tools t
xists as many
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ead in rebuild
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that measur
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rofit and loss
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ciples of the
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o co‐operati
eratives (as
from their u
Vincent Univerthe Internationded on June 14
anagers, res
America met
re the social
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ct and as a w
onomy. This
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‐operative id
May 2014 c
s); they exam
omies.1 Of pa
mance on “co
eyond traditi
e Co‐operati
strengths an
ives to enco
part of self‐e
se can help
sity, during opnal Co‐operativ4, 2014
earchers, de
t recently in
and commu
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warning for
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emented by
ted during th
dentity.
onference in
mine commu
articular emp
o‐operative
ional corpor
ve identity2.
nd weakness
urage broad
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as the Intern
pening commenve Alliance at h
evelopers an
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what the fut
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he Internatio
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phasis was a
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ses of the va
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nd network r
iscuss resea
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ture holds if
e of the role
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ple bottom‐li
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representati
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atives. A sen
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ple accounti
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ine” because
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lliance imple
‐op/co‐operat
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atives in
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ing of
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dition to
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have had e
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‐operative p
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oussef, Strategy
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ence discuss
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ata Collec
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ive informat
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conomic mo
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nability.”3Ac
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akeholder en
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odel and
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ernal to indiv
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ofile Canada
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values and
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14 John McNa
n operationa
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practices int
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ent team, an
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the nature o
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enter mentio
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lecting infor
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protocol, an
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Social Audit
port. 13
corecard is c
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15 Michele An
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requiring ou
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32 Erin Hanco
ly business o
bility to red
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In framing h
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24
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Acknowled
This paperfrom the S
Erin Hancosignificant University)with their
Sonja Novkorganizers
dgements
r was producSocial Studie
ock (Managecontribution) and Kate Wexcellent no
kovic of Sain of the confe
ced for the Ms and Huma
er of Researcns to this paWetherow (aotes.
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he Co‐operarch Council
ation for Co‐ Petersen (R‐operatives a
Leslie Browitorial suppo
tive Differenand Co‐ope
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wn of Mount ort for this re
nce Researchratives and M
and Mutualssistant, Mous Canada) als
Saint Vinceneport.
25
h Network wMutuals Can
s Canada) mnt Saint Vinso provided
nt University
with supportnada.
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y were lead
SPEAK
Andreaus,Degree in for Social aEuropean AccountingEURICSE asEURICSE).
Brown, LesUniversity.DifferenceInvestigatoresearch o
Carini, ChimanagemeUniversity analysis, wresponsiblenterprise
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Dumont, MInnovationand managwhich newcredit prog
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KER BIO
Michele. MEconomics aand EnvironmBusiness Ethg at the Univs well as a m
slie. Leslie is. She is curre Research Nor for the Soon social and
ara. Chiara ient and a Mof Brescia (I
with particulae for the cols, including
on, Russ. Ovs in a wide vae energy, heaive Sustainab
Melanie. Men and Exportges co‐operaw co‐ops recegram.
f, Hanan. Hae to further tent. She hasacy work in ic Developm
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ver the past ariety of secalth, culturebility Scorec
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s a Phd in Bument from tounting Resek. Michele isento and thehe scientific
r in the SocioManagemeis co‐chair o
my and Sustaity accountin
her with Euriee in theorieas recently bto the technanalysis of s
Co‐operative
thirty years,ctors, includi, constructioard, and is t
at the Direcovince of Quy, the Coopechnical assist
trategy Mant for a Co‐opBelgium, Lebal developmernational C
rom Bahia Bn. He holds a
usiness Admthe Universitearch at St. As currently a e Coordinatocommittee
ology and Annt Committeof the Atlantinability Resng and repor
icse. She hases and methbeen workinniques for dasocio‐econome Monitor.
, Russ has heng travel, hoon, forestry,he founding
ction des coouébec. The Derative de detance, and th
nager for theperative Decbanon, Syria,ent, and assCo‐operation
lanca Argenan MBA from
inistration fty of TrentoAndrews Uniprofessor oor of the resof World Co
nthropologyee for the Mtic Cluster. Lsearch Netwrting.
s a Bachelor’hods for infog on social aata warehoumic data abo
elped launchousing, retai and manufag President o
opératives inDirection eneveloppemehe RIC (Regi
e Internationcade, the im, and the Unsociation man from the U
tina. Marianm Ecole de M
rom the Uni. Michele is iversity (UK)f Financial Asearch area “o‐operative M
y Faculty at tMeasuring theslie was pr
workand is cu
’s degree in rmation maand economuses construout Italian co
h over one hil, distributioacturing. Ruof the Aron T
n the Ministcourages coent regional me d'investi
nal Co‐operaplementationited States ianagement. University of
no representManagement
26
versity of Vea member o and a memAccounting a“ManagemeMonitor (ICA
the Mount Se Co‐operateviously theurrently cond
Economics anagement fric data collection. At Euo‐operatives
undred andon, food prouss is the creTheatre Co‐o
ry of Econom‐operative d(CDR) prograissement co
ative Allianceon and relatein co‐operatHanan holdsPavia (Italy)
ts the Internt de Lyon, Fr
enice and a of the Centeber of the and Social ent” at the A and
aint Vincentive e Principal ducting
and ICT rom the ection and ricse she is s and social
eighty co‐cessing, eator of the operative.
my, developmenam through operatif) tax
e. She leads ed tives, field s a Master’s).
ational Co‐rance and
r
t
t
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an MBA froObrera Ltd107 storesUniversida
Gordon NeDevelopmePhD and Mco‐operati
Guy, Denybody unitinthe MeasuExecutive D
HammondFellow in CDirector ofinternationand aborig
Herbert, Yconsulting buildings. YCommunitAssociation
Hicks, ElizaDepartmenExcellencepublished researchin
Hough, Peassisted mconsumer Federationmeasuring
Jackson‐Wdirectors foBrunswick and proact
om Universida, the larges in 52 cities ad Nacional d
embhard, Jeent within th
MA in Economves as a resp
yse. Denyse ing, promotinuring the Co‐Director for
d Ketilson, LoCo‐operativef the Centre nal researchginal co‐oper
Yuill. Yuill is aprojects in tYuill serves aty Developmn.
abeth. Elizabnt of Mount in Accountion social accg environme
ter. Peter haany startup co‐ops. Peten’s worker cog co‐ops’ adh
Wood, Siri. Sior the Moreand PEI to utive assessm
dad de Belgst consumerof 4 provincdel Sur.
essica. Jessiche African Stmics from thponse to soc
is the Executng and deve‐operative Dthe Canadia
ou. Lou is a Se Managemefor the Stud projects focrative develo
a director withe spheres as a director
ment, Tatama
beth holds a Saint Vinceng and Repocounting forental report
as been invoco‐operativer is also theo‐op developherence to th
ri serves as ell Consumeruse the Sustament within c
rano in Arger co‐operativces and he al
ca is an Assotudies Depahe Universitycietal inequa
tive Directoreloping co‐opDifference Rean Co‐operat
Special Lectuent at the Undy of Co‐opecusing on creopment amo
ith Sustainabof communr of the boaragouche Com
MBA and isnt Universityorting for Cor co‐operativing of retail
olved in co‐oes as a devee Fund Manapment fundheir principl
President ofr’s Co‐op. Shainability Scco‐operative
entina. Mariave in Argentlso teaches M
ciate Profesrtment at thy of Massachality and as a
r of Co‐operperatives in esearch Netwtive Associat
urer at the Jniversity of Seratives at thedit union imong others.
bility Solutioity planningrds of the Cammunity Lan
s an Associaty. She is alsoo‐operativesves and sociaco‐operativ
operative deeloper and hager of Tena. He serves aes and has s
f the PEI Co‐he has workorecard, a toes. She has h
ano is Superina with moManaging N
sor of Commhe City Univehusetts. Jessa tool for soc
atives and MCanada. Denwork. Previotion and the
ohnson‐ShoSaskatchewahe U of S. Shmpact, co‐op
ons Group ang, sustainabilanada Reseand Trust and
tion Professoo a board me at Saint Maal economy es.
velopment fas worked acity Works Fas Co‐Lead oshared the to
operative Coed with co‐oool aimed athave also ass
rmarket Manre than 1.30on‐Profits O
munity Justicersity of Newsica has publcial develop
Mutuals Cananyse is the Pously Denysee Ontario Co‐
oyama Schooan. She preve has lead mperative man
nd has worklity assessmerch Chair ond the Canadia
or in the Busember with ary’s Universorganization
for the past as a managerFund the Canon the Co‐opool across Ca
ouncil and ooperatives int promoting sisted with c
27
nager at Coo00.000 memOrganization
ce and Sociaw York. Jessilished extenment.
ada, the natPrincipal Invee served as t‐operative A
ol of Public Pviously servemany nationanagement, g
ed on sustaients and gren Sustainablean Co‐opera
siness and Tothe Centre osity. Elizabetns and is cur
20 years. Her in both wonadian Workp Index projeanada, the U
on the Boardn Nova Scotisustainabilitco‐op develo
operativa bers and s at
l Economic ca holds a sively about
tional apex estigator forhe Association.
Policy and a d as al and governance
inability een e ative
ourism of h has rrently
e has orker and ker Co‐op ect US and Cuba
d of a, New ty practices opment
t
r
a.
internationLadder too
Leclerc, AnMoncton. He has undthe Univer
Mariño, Mregion. Beflocated in by the Swesupport toStockholmalso respoAmerican D
Martin, KaCentral of relations. RProgram aoppositionHistory fro
McNamarayears on thjoined the Master’s inpursuing athe Co‐op
Novkovic, graduate pDirector foChairpersoserved in e(IAFEP) and
Rixon, Dapfor Co‐opefrom the Upublished (key perfo
nally with thol.
ndré. AndréHe is the Chdertaken stursité Laval.
Manuel.Manufore joining San José, Coedish co‐opeo co‐operativ, Sweden fronsible for prDevelopmen
ate.Kate worCanada), whRecently, Kat the House n. Kate holdsom the Unive
a, John.Johnhe board of board of dirn Manageme PhD in BusiIndex develo
Sonja. Sonjaprograms in or the Measuon for the Intexecutive rod the Canad
phne. Daphneratives and University of articles on crmance indi
he Canadian
é is a Professair of caisseudies on the
uel is the ReICA, he was osta Rica for erative moveves in develoom 1984 to rojects in Kent Bank, and
rks as a polichere her wote participatof Commons a bachelorersity of Vict
n has workedirectors (4 rectors of thent: Co‐operness Adminopment team
a is a Professthe Manageuring the Coternational Cles for both ian Associat
ne is the Exean AssociateWarwick (U
co‐operativecators) for c
Co‐operativ
sor of Econospopulairesaeconomic im
gional Directhe Directofour years (ement, whicoping countr1996. He wanya and Zimd UN among
cy analyst fork focuses oted in a nonns, working fr’s degree frotoria.
ed for Union as presidente US Federaratives and Cistration (Mm.
sor at Saint ement in Co‐‐operative DCo‐operativethe Internattion for Stud
ecutive Direce Professor, UK) and a MB performancco‐operative
ve Associatio
mics at the Eacadiennes mpact of co‐
ctor for the Ir of the Swe1996‐2000)h is focusedries. Mr. Maas the Directmbabwe and others.
or the credit n credit unio‐partisan intfor membersom Queen’s
Cab of Madt) and led thation of WorCredit Unionanagement)
Mary’s Univ‐operatives aDifference Ree Alliance’s Ctional Assocdies in Co‐op
ctor of the CeAccountingBA from Memce reportings.
on in Uganda
Edmundston(credit union‐operatives.
nternationaedish Co‐ope. The SCC is in internatiriño has alsotor of the Lathe relation
union systemon social resternship pros of Parliame University i
ison Co‐opehe effort to crker Co‐operns from St. M). As part of
versity, both and Credit Uesearch NetCommittee oiation for thperation (CAS
entre of Excat Saint Mamorial Univeg, credit unio
a, East Africa
n campus of ns) and co‐oHe holds a P
l Co‐operatierative Centra Swedish oonal co‐opeo worked at tin Americas with the E
m (Policy Ansponsibility aogram, the Pent from botn History an
erative since create the coratives in 200Mary's Univehis studies, J
in EconomicUnions. She iwork. She ison Co‐operae EconomicsSC).
ellent in Accry’s Universersity (Canadon performa
28
a using the D
l’Universitéoperative devPhd in Econo
ve Alliance Are (SCC) Regrganisation ration and oSCC Head On Departmeuropean Un
nalyst with Cand governmarliamentaryth the governd a master’s
1988. He seo‐op's core v06. John holersity and is cJohn works
cs as well ass the Acades currently thative Researcs of Participa
counting andsity. She holdda). She has nce reportin
Developmen
é de velopment. omics from
Americas ional Office constituted offers Office in nt and was ion, Inter‐
Credit Union ment y Internshiprnment and s degree in
erved 8 values. John ds a currently as part of
the mic Co‐he ch. She has ation
d Reporting ds a PhD recently ng and KPI
t
Simmons, Mutuality Stirling(ScoServices frUniversity.member va SparrebooHe has engwomen’s laDevelopme Strube, MaConsultantmember wdevelopme
Westwoodaccountabmaking in sreporting sreport, supshaping int Yuill, Bob. in EdinburgSaint Mary(Scotland).
ORGA
Sonja Novk
Leslie Brow
Daphne Rix
Denyse Gu
Erin Hanco
Richard. RicResearch Protland). He hom the Univ. Richard’s aalue and loc
om, Theodorgaged in varabour, wageent Goals an
artin. Martin with Co‐opeith The Co‐oent and in UK
d, Joanne.Jole for ensurisupport of itstrategy andpporting theternational v
Bob is the Dgh, Scotlandy’s University.
NIZERS
kovic, Profes
wn, Professo
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chard is a Seogramme inholds a PhD versity of Stereas of focucal economic
re. Theo is a ious regionaes, global emnd others.
n is a Programerative Solutiperative GroK Local Gover
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Deputy Chiefd. He holds ay as well as a
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e Director, C
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nior Lecturen the School in Citizen Paerling and a s for teachinc developme
Senior Laboal and globalmployment t
mme Manageions LLP ‐ a coup in the UKrnment.
manager of has reportinstrategy andity managemstainability aeporting stan
f Executive fa Master’s ofa Diploma in
tment of Eco
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ch and Educa
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our Economi studies conrends, dece
er, Regeneraco‐operative K. He has wor
accountabilg practices t vision. Her ment systemassurance pndards.
for the Scottf Managemen Company D
onomics, Sain
logy and Ant
in Accountin
s and Mutua
ation with Co
and Social PoSocial Sciencin the Goveric and Sociaarch include
st with the Incerning sucnt work indi
ation Adviserpartnership.rked for over
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ms, planning rocess and l
tish Agricultuent in Co‐opDirection fro
nt Mary’s Un
thropology M
ng and Repo
als Canada
o‐operatives
olicy and Co‐ce at the Unirnance and Dl Administragovernance
Internationah topics as ycators, the M
r, and Co‐ope He also servr 30 years in
g at Vancity holistic, valuties include and writing eading Vanc
ural Organisaeratives andom the Instit
niversity
Mount Saint
rting for Co‐
s and Mutua
29
‐Director of tiversity of Delivery of Ption from Bre and particip
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Katherine
Chiara Car
Lou Hamm
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Richard SimScience at
Jessica Gorwith the C
SPONS
LINKS
Blueprint f
Centre of Ehttp://ww
Co‐operati
Measuring
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Kitching, Aca
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mmons, Co‐Dthe Univers
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operatives ‐ml
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ve Differenc
t at the Univ
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in the Schoo
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ce Research
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Network
skatchewan
d Social
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