Educational - On s`engage
Transcription
Educational - On s`engage
001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 1 Educational Toolkit for Cooperative Entrepreneurship Conseil québécois de la coopération et de la mutualité 5955 Saint-Laurent st., Suite 204 Lévis, Québec G6V 3P5 Telephone: 418 835-3710 Toll free number: 1 800 975-2667 Fax: 418 835-6322 Email: [email protected] Website: www.coopquebec.coop 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 2 The Conseil Québécois de la coopération et de la mutualité (CQCM) would like to thank everyone who has contributed to the revised, improved version of the Youth Co-op Educational Toolkit for Cooperative Entrepreneurship, particularly the Collective Entrepreneurship Promotion and Awareness Officers, the Collectif pour l’équité and the members of its education committee. The CQCM wishes to underline the contribution of the Fondation pour l’éducation à la coopération et à la mutualité and its other financial partners, namely the Desjardins Group, the ministère de Développement économique, de l’Innovation et de l’Exportation, the Programme d’appui à des initiatives en entrepreneurship of the Fondation de l’entrepreneurship, and the Fédération québécoise des coopératives en milieu scolaire. The second edition of the original French version was published by the Conseil québécois de la coopération et de la mutualité under the title Jeune COOP, Outil pédagogique d’entrepreneuriat collectif, Deuxième édition. Author: Isabelle Saint-Pierre Coordinators: Johanne Lavoie, Youth and Cooperation Education Coordinator, Conseil québécois de la coopération et de la mutualité Consultants: Isabelle St-Pierre Dominic Blais, agent de promotion de l’entrepreneuriat collectif jeunesse, Coopérative de développement régional de Lanaudière Hélène Boily, agente de promotion de l’entrepreneuriat collectif jeunesse, Coopérative de développement régional du Saguenay-Lac-Saint-Jean—Nord-duQuébec Stéfany Briand, Collectif pour l’équité Mélanie Lafrenière, agente de promotion de l’entrepreneuriat collectif jeunesse, Coopérative de développement Mauricie/Centre-du-Québec Cynthia Tanguay, agente de promotion de l’entrepreneuriat collectif jeunesse, Fédération des coopératives québécoises en milieu scolaire © Conseil de la coopération et de la mutualité du Québec, 2007 This second edition of Youth Co-op: Educational Toolkit for Cooperative Entrepreneurship is published by the Conseil québécois de la coopération et de la mutualité. Coordinator: Svava Bergmann and Sarah Bekeris, Collective Entrepreneurship Promotion and Awareness Officers, English sector, Fédération québécoise des coopératives en milieu scolaire. Translator: Editor and Proof Reader: Egan Valentine Svava Bergmann, Collective Entrepreneurship Promotion and Awareness Officer, English sector, Fédération québécoise des coopératives en milieu scolaire. Katherine Korakakis, Coordinator, English Language Sector, Youth Entrepreneurship Challenge, Réseau des carrefours jeunesse-emploi du Québec. Julie Blanchette, Collective Entrepreneurship Promotion and Awareness Officer, Nunavik, Fédération québécoise des coopératives en milieu scolaire. Editor and Proofreader: Egan Valentine Page Setting: Claude Bergeron Printed in Canada © Conseil québécois de la coopération et de la mutualité, 2013 Copyright: 2nd Quarter 2013 All rights reserved Bibliothèque nationale du Québec National Library of Canada ISBN 978-2-920395-46-6 Educational Toolkit for Cooperative Entrepreneurship 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 3 Table of Contents Introduction ............................................................................................................. Introducing the Youth Co-op Toolkit ....................................................................... 6 ................................................................................... 8 ......................................................................................... 10 Chart of Aims and Objectives Scenario 1: Specific Needs 5 Scenario 2: Ongoing Needs ...................................................................................... Scenario 3: Fair Trade Youth Co-op ......................................................................... Toolbox-Management and Assessment Tools .......................................................... 91 185 227 The Youth Co-op Toolkit 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 4 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 5 5 Introduction To become an entrepreneur, one has to be driven by a need, an idea or a dream, and be willing to do what it takes to achieve that goal. To become an entrepreneur, one must be able to pool one’s skills and energies with those of others. Through a collective entrepreneurship project, youth are encouraged to discover their passions and interests as they acquire meaningful skills. This experience allows them to surpass themselves and exercise their full potential while sharing the values of cooperation: democracy, mutual assistance, solidarity, self-help and responsibility. The Conseil québécois de la coopération et de la mutualité and its partners have developed the Educational Toolkit for Cooperative Entrepreneurship, entitled The Youth Co-op, first and foremost to enable youth to engage in cooperation. They also wanted to respond to a need often expressed by education professionals for practical material for implementing projects. More than six hundred Youth Co-ops have been created since 2004. These projects came in different shapes and sizes: a chocolate factory, a fair-trade products counter, a daycare offering music lessons, etc., all driven by the common goal to meet a collective need in a community. I wish you the best of luck in whatever collective entrepreneurship endeavour you undertake. This experience will bring a lifetime of valuable lessons to our youth, tomorrow’s leaders. The President and CEO, Hélène Simard The Youth Co-op Toolkit 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 6 6 What it is The Youth Co-op toolkit The Youth Coop is • A democratic framework to ensure the effective implementation and management of a collective initiative: a graduation ceremony, a class trip, a student newspaper, a fitness centre, a community garden, a project for recycling paper or toys, IT services, etc. • Co-operative entrepreneurship aimed at creating a collective business to meet the needs of a group or community: a school store, a fair-trade student café, IT support services, etc. Target audience The Youth Co-op is intended for various high school groups of at least three. It can also be used outside the educational environment but with similar age groups. Educational purpose Managing a project based on democratic management practices entails acquiring skills related to Personal and Career Planning and Citizenship and Community Life. The Youth Co-op also integrates the cross-curricular competency of collaborating with others. Content of the Youth Co-op educational toolkit? The Youth Co-op educational toolkit contains three scenarios catering to specific needs for setting set up a Youth Co-op. The chart on pages 8 and 9 maps the objectives and stages of each scenario. • Scenario 1 is designed for a group wishing to democratically create and manage a collective project to respond to one or more specific needs. • Scenario 2 is designed for a group wishing to meet an ongoing need of a group or community. • Scenario 3 is designed for a group wishing to meet an ongoing need of a group or community while raising awareness of fair trade and the importance of buying locally. It also provides a toolbox with management and evaluation tools for sound and democratic management. Using the educational toolkit to create a Youth Co-op There are four essential steps: 1. Breaking the Ice - to create a climate conducive to work. 2. Learning cooperation - to help youth understand the concept of cooperation and its values. The success of the collective entrepreneurial project depends on them. This step enables the group to confirm the choice of the cooperative option. 3. Clarifying the democratic functioning of a cooperative - to understand the important rules and characteristics of cooperatives and the democratic functioning of a Youth Co-op. 4. Choosing a collective project — to commit to a project, plan and distribute tasks. For the Fair Trade Youth Co-op, an additional step, Learning about Fair trade, enables youth to discover the major principles of fair trade and understand the issues related to responsible consumption. Educational Toolkit for Cooperative Entrepreneurship 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 7 7 Project support A Collective Entrepreneurship Awareness and Promotion Officer can help the youth group and teacher or professional supervising them to implement their project. Furthermore, the officer can facilitate collaboration with other cooperatives or organisations working in the community. The contact information of your regional officer and the officer in charge of the English sector is provided at the end of the toolkit. Youth Co-op group accreditation Official accreditation is issued by the Conseil québécois de la cooperation et de la mutualité for all Youth Co-op projects using this method. These projects qualify under La Relève en action of the Fondation pour l’éducation à la coopération et à la mutualité and the Fondation Desjardins. They can also compete in the Quebec Entrepreneurship Contest and may receive funding as part of the Introduction to Entrepreneurship Measure (IEM) of the ministère de l’Éducation, du Loisir et du Sport. Awards are granted at special regional and national gala events. The Youth Co-op Toolkit 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 8 8 Synoptic Chart Youth Co-op is a Cooperative Entrepreneurship Toolkit that meets Needs that are Specific of Class or after-school (group) activity by supported by search for business opportunities to raise $ Local resource person Based on youth perceptions reality check Cooperative Officer Co-op mentor Youth group organizing a project (e.g.: school trip, prom) Identify needs (product or service) Market study (internal and external) Feasibility study Business opportunity creation Conseil québécois de la coopération et de la mutualité accredited by Cooperative business using type Youth Co-op assessment Educational Toolkit for Cooperative Entrepreneurship 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 9 9 facilitating Democratic management that are Ongoing of Whole community (school store, café, services) by Local representative and youth group (extra-curricular) diagnostic of local needs Based on youth perceptions supported by Governing Board validation Local resource person reality check Extensive needs identification Cooperative Officer Market study (internal) Feasibility study Co-op mentor Community needs to be met / Business opportunity creation Youth Co-op democratic management tools using Cooperative business type accredited by Conseil québécois de la coopération et de la mutualité Youth Co-op assessment Recognition of participation The Youth Co-op Toolkit 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 10 10 1 Scenario Specific Needs The Youth Co-op With the help of teachers, an increasing number of student groups have been organizing high school activities (field trips, fundraising events, etc.). These activities are hardly new to the high school environment. In keeping with new trends in education, this entrepreneurial approach to cooperation fosters effective projects and provides students with meaningful and useful experience. The first section of The Youth Co-op introduces users to a simple organization method based on democratic management practices. The suggested procedure is similar to that used in cooperative businesses. Educational purpose Managing a project based on democratic management practices entails acquiring skills related to Personal and Career Planning and Citizenship and Community Life. The Youth Co-op also integrates the cross-curricular competency of collaborating with others. Intended users of this toolkit The tools proposed in Scenario 1 of the Youth Co-op guide are designed for all education stakeholders working with students on in-class or extra-curricular projects, whether they be teachers, extra-curricular activity facilitators, spiritual care and guidance and community involvement animators, special education professionals, etc. Target groups Any group involved in project organization: Student councils, sports teams, grad committees, students in special programs organizing year-end tours, etc. Target classes Regular or IPL classes. International Baccalaureate classes (IBO). Projects are often more feasible when they are jointly run by two or more teachers in a team- teaching effort. Creating a Youth Co-op There are four essential steps: 1. Breaking the Ice - to create a climate conducive to work. 2. Learning cooperation - to help youth understand the concept of cooperation and its values. The success of the collective entrepreneurial project depends on them. This step enables the group to confirm the choice of the cooperative option. 3. Clarifying the democratic functioning of a cooperative - to understand the important rules and characteristics of cooperatives and the democratic functioning of a Youth Co-op. 4. Choosing a collective project – to commit to a project, plan and distribute tasks. Educational Toolkit for Cooperative Entrepreneurship 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 11 11 Scenario 1 Specific Needs Duration of a Youth Co-op project The duration may vary from project to project, depending on the goals. On average, Youth Co-op Scenario 1 projects don’t last more than a year. Choice of facilitator The Regional Collective Entrepreneurship Awareness and Promotion Officer, who has been specially trained, serves as a volunteer facilitator for all Youth Co-op projects. Where necessary, an external resource person from the business community may be invited to serve as facilitator. Such a person may be an Entrepreneurship Awareness and Promotion Officer, an employee or a board member from a local cooperative or a retired professional of the co-op movement, etc. Choice of local resource person Any school staff member who helps students with their project: teacher, extracurricular activity facilitator, spiritual care and community involvement animator, special education professional, resource person specialized in entrepreneurship, guidance counsellor or any other staff member. Youth Co-op group accreditation Official accreditation is issued by the Conseil québécois de la cooperation et de la mutualité for all Youth Co-op projects using this method. These projects qualify under La Relève en action of the Fondation pour l’éducation à la coopération et à la mutualité and the Fondation Desjardins. They can also compete in the Quebec Entrepreneurship Contest and may receive funding as part of the Introduction to Entrepreneurship Measure (IEM) of the ministère de l’Éducation, du Loisir et du Sport. Awards are granted at special regional and national gala events. The Youth Co-op Toolkit 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 12 12 1 Scenario Summary Requirements A group of young people (more than three) who are organizing a collective project (prom, trip, etc.). Step 1 – Breaking the Ice Activity 1: Find Someone Who... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Activity 2: Birthday Lineup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ➤ Objectives: Help participants get to know one another. Create a favourable work environment. Understand participants’ expectations. Create working groups randomly. 16 19 Step 2 – Teaching Cooperation Activity 3: A Lesson from Nature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Activity 4: The X and Y Game . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ➤ Objectives: Understand and discover the advantages of cooperation. 22 25 Increase group awareness of the values of cooperation. Confirm participants’ willingness to get involved in a collective project based on these values. Step 3 – Understanding the Democratic Functioning of a Cooperative Activity 5: Characteristics of a Cooperative . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ➤ Objective: As a group, agree on a definition of a co-operative business, and understand its rules. Activity 6: Broken Sentences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ➤ Objective: Discover or recall important characteristics of cooperatives. Activity 7: The Democratic Functioning of a Cooperative . . . . . . . . . . . . . . . . . . . . . . . . . . . ➤ Objective: Understand the democratic functioning of a cooperative and a Youth Co-op. 34 40 49 Step 4 – Choosing a Collective Project Activity 8: Choosing our Collective Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ➤ Objectives: Consider existing needs in the community. Define the group’s abilities, skills and interests. Select a project collectively. Ensure the feasibility of the chosen project. Educational Toolkit for Cooperative Entrepreneurship 62 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 13 13 Scenario 1 Summary Activity 9: Task Distribution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 ➤ Objectives: Understand the tasks of each working committee to help individuals choose which committee to join. Ensure equitable distribution of responsibility among members. Work interdependently. Discover core functions of a business. Plan the implementation of the Youth Co-op. Step 5 – Moving along with our Youth Co-op Activity 10: The First Board Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78 ➤ Objectives: Elect Board of Directors (President and Committee Vice- Presidents.) Define the Youth Co-op’s purpose and choose a name. Obtain an official accreditation certificate. Define the rules of procedure. Conclusion ......................................................................................... 89 The Youth Co-op Toolkit 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 14 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 15 Step 1 Breaking the Ice The Youth Co-op Toolkit 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 16 16 Activity 1 Find Someone Who...1 ➤ Objectives: Help participants get to know one another. Create a favourable work environment. Preparation Material for each person: Find Someone Who… Task Sheet Cooperative context: Looking for someone Team size: Large group Activity Getting started Explain the activity to the students. Very often we know little about the people around us. This activity will help you become better acquainted with, and perhaps discover some hidden talents of your fellow participants. Procedure Each person receives a chart which lists skills, abilities and characteristics. Participants must go around the class and question one another, one at a time, to identify a personal skill or characteristic listed on the chart. On identifying a personal skill or characteristic, participants sign their name in the corresponding square. You can ask each person only two questions. You cannot sign somebody else’s name. You must try to fill out the entire chart. You have 10 minutes to do so. Feedback Ask participants what they discovered about each other. Identify the skills or characteristics that the group will need to develop a collective project. Taking it a step further The facilitator can group the various items of the grid under the four functions listed on the Business Functions Skills Sheet and post them on big cardboard sheets. Everyone then fills in the sheets appropriately. The group will refer to this skill bank when creating the working committees. 1. Adapted by Cynthia Tanguay from an activity of the same title in Conseil québecois de la cooperation et de la mutualité,. Ensemble vers la réussite: Démarche d’initiation à la coopération, (Lévis: Conseil québécois de la coopération et de la mutualité, 2003), 40-45. Educational Toolkit for Cooperative Entrepreneurship 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 17 Activity Find Someone Who… Task Sheet Likes to speak in public. Likes to meet new people. Likes to work with numbers. Is always on the move and prefers to be active rather than sitting down. Is good at drawing. Is a good mediator when two people have a conflict. Is able to create a budget. Is a good observer. Is good at finding information on the internet. Is able to recognize other people’s strengths. Is good in mathematics. Has multi-tasking abilities. Is meticulous about how things are presented. Is concerned about being fair when dividing tasks. Has well-structured class notes. Likes manual work. Is persuasive. Is sensitive to others. Pays attention to his/her expenses. Likes to understand how things work. Has good writing skills. Is a people person. Likes to put things in the right place. Is resourceful. Is creative. Has good listening skills. Is patient. Can stand pressure. The Youth Co-op Toolkit 1 17 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 18 18 Activity 1 Business Functions Skills Facilitator Sheet MARKETING HUMAN RESOURCES ACCOUNTING PRODUCTION Likes to speak in public. Likes to meet new people. Likes to work with numbers. Is always on the move and prefers to be active rather than sitting down. Is good at drawing. Is a good mediator when two people have a conflict. Is able to create a budget. Is a good observer. Is good at finding information on internet. Is able to recognize other people’s strengths. Is good in mathematics. Has multi-tasking abilities. Is meticulous about how things are presented. Is concerned about being fair when dividing tasks. Has well-structured class notes. Likes manual work. Is persuasive. Is sensitive to others. Pays attention to his/her expenses. Likes to understand how things work. Has good writing skills. Is a people person. Likes to put things in their place. Is resourceful. Is creative. Has good listening skills. Is patient. Can stand pressure. Educational Toolkit for Cooperative Entrepreneurship 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 19 Activity Birthday Lineup ➤ Objectives : Help participants get to know one another. Create a favourable work environment. Understand participants’ expectations. Create working group randomly. Preparation Cooperative context: Form a Line Team size: Large group Activity Getting started In order to get the group going, let participants introduce themselves and share their expectations. Ask them to stand in a straight line according to the day and month of their birth. Procedure Once participants have taken up their position, let them introduce themselves one at a time and explain their expectations for the cooperative project. The facilitator records the various comments on the board. To form working groups, start at the beginning of the line and make sure that each participant is in a group by counting the exact number you will need in each. Feedback Ask participants what they discovered about each other. It is important to keep the list of expectations for evaluation purposes during or at the end of the project. If the expectations are unrealistic, it is important to inform the group so as to avoid disappointment. The Youth Co-op Toolkit 2 19 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 20 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 21 Step 2 Teaching Cooperation The Youth Co-op Toolkit 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 22 22 Activity 3 A Lesson from Nature2 ➤ Objectives: Understand and discover the benefits of cooperative work. Increase group awareness of the values of cooperation. Ensure participants’ willingness to get involved in a collective project based on these values. Preparation Materials for each team: A Lesson from Nature Task Sheet Cardboard and markers Cooperative context: Roles: spokesperson/timekeeper, secretary Team size: Teams of two Large group Activity Getting started Discuss the factors of success or failure in team work. Note all positive factors and save them for future use. Emphasize the importance of working in groups, even with people who are not necessarily friends. Ask participants to think of times when they had to work with people not of their choosing. The examples can be taken from work or family experiences, or special interest groups, such as sports teams or clubs. Explain that this activity is an example of cooperation that occurs in nature. Procedure Individual task(s) Read the text “A Lesson from Nature.” On a sheet of paper, write down the three main concepts developed in the text. Team task (s) (teams of two) Share the notes you’ve made and agree on one common concept. The secretary records the common idea on a cardboard sheet. Large group task A spokesperson summarizes the main idea identified and writes it down on a board or flip chart. 2. Adapted from an activity in Conseil québécois de la coopération, Ensemble vers la réussite: Démarche d’initiation à la coopération, (Lévis: Conseil québécois de la coopération et de la mutualité, 2003), 18-21. Educational Toolkit for Cooperative Entrepreneurship 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 23 Activity A Lesson from Nature Feedback What important lessons can be learned from this example taken from nature that will help guide the group’s experience? Choose the consensus answers and post them in the room where Youth Co-op project activities are held. It will be interesting to compare the initial ideas with those that are finally chosen by the group. Taking it a step further Consensus ideas can be synthesized and re-expressed in simple sentences or slogans that describe the purpose of the Youth Co-op. The Youth Co-op Toolkit 3 23 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 24 24 Activity 3 A Lesson from Nature Task Sheet A Lesson from Nature3 Next fall, when you see geese heading south for winter in typical V formation, think of what science has discovered from observing the flying pattern of geese. With each flap of its wings, the goose produces a current of ascending air for the next goose in the line. By flying in a V formation, the flock can cover about 71% more distance than a goose flying solo. People who share a common goal can also reach their goal more quickly by working together. Every time a goose gets out of the formation, it faces increased wind resistance and quickly falls back into line in order to take full advantage of the efforts of its fellow geese. If we had as much common sense as geese, we would work with people who are headed in the same direction as we are. When the lead goose gets tired, it moves to the back of the flying formation and is replaced by another. It is important for all members of the group to take a turn at the more difficult tasks. Each goose honks orders to encourage the goose behind them, so that all the geese keep up the pace. If a goose gets tired or is wounded and has to land, two of its fellow geese will go along for protection. They will stay with the wounded goose until it is ready to fly again or dies, then they will fly off to rejoin their flock or find a new flock to join. If we had as much common sense, we wouldn’t hesitate to help each other out. In nature, teamwork is essential for survival. Think of all we could learn if we studied nature more closely. Questions Individual task Which three aspects of this story struck you the most? Team task (teams of two) What is the most important way to help a group function effectively? Write down a few points to support your answer. 3. Lorraine Dugas, “Une leçon de la nature,” Bulletin FECS no. 28 (February-March 1994). Educational Toolkit for Cooperative Entrepreneurship 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 25 Activity The X and Y Game4 ➤ Objectives: Understand and discover the benefits of cooperation. Increase group awareness of the values of cooperation. Ensure participants’ willingness to get involved in a collective project based on these values. Preparation Materials for each team Ballot X and Ballot Y Task Sheets Score Sheet Task Sheet Group size Four teams (minimum of three members per team) Group set-up The four teams will choose their respective places in the room at a distance that allows them to communicate with one another. Activity Getting started The facilitator must ensure that no one is familiar with the game. Those who are must act as observer or secretary, and not take part. The facilitator explains that the goal is to earn as many points (dollars) as possible. The game entails ten rounds of voting. For each round, each team must choose either X or Y. The facilitator must jot down the participants’ reactions. Procedure The facilitator creates four teams and arranges them as illustrated above. The facilitator distributes the tools. The Score Sheet is the only tool the teams can use to decide on a game strategy. The facilitator reviews the Score Sheet with the students, in order to show them the different possibilities. The only explanation the facilitator should give at this stage is that the goal is to “earn as many dollars as possible.” Repeat this sentence often in order to confuse the players as much as possible. 4. Adaptation of the game “Gagnez autant que vous le pouvez,” Pierre Simon and Lucien Albert. Les relations interpersonnelles: Une approche expérientielle en milieu laboratoire (Laval: Éditions Agence d’Arc, 1990). The Youth Co-op Toolkit 4 25 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 26 26 Activity 4 The X and Y Game The game entails ten rounds of voting. Before starting, the facilitator goes over the rules to follow. The first three rounds are individual rounds (each group chooses X or Y without any discussion with the other teams). The players on each team will have one minute to discuss the best strategy for earning as much money as possible. Each team holds up its card to display its choice, and the facilitator counts the number of X’s and Y’s. After each round, the facilitator records each team’s score on the board, and names those that earned or lost dollars, while restating the goal of the game. In so doing, the facilitator’s aim is to create confusion in order to prompt as much discussion as possible among the players. If there are any questions, the facilitator restates the goal and the first rule of the game, reminding players that this is the only information that can be given at this point. In round four, the facilitator adds a rule. The teams can then discuss a common game strategy. They have two minutes to decide on the number of X’s or Y’s to display for the round. The facilitator must guide discussion to ensure that ideas are shared and that everyone agrees on a strategy. The facilitator may also draw comparisons with discussions that take place during Board or Committee meetings. Once agreement has been reached, each team has one minute to define its strategy and accept or reject the agreement reached in order to win more dollars (goal of the game). All teams raise their cards at the same time. The facilitator counts the number of X’s and Y’s and records the points on the board. The game continues in the same way except in rounds five, eight and ten. In these special rounds an additional rule is given. The results are calculated as follows: round five (x 3), round eight (x 5) and round ten (x 10). Thus, if a team loses two points in round five, (x 3), it will in fact lose a total of six points! At the end of the ten rounds, the facilitator records on the chart each team’s results for each round, and the total results for each team adding a new column for each team’s overall results. Recap of game rules During individual rounds (1, 2, 3), discussion is allowed only among teammates. During group rounds (4, 5, 6, 7, 8, 9, 10), discussion with other teams is allowed before each team makes its choice Each team has only one choice per round. All 10 rounds must be completed in less than 30 minutes. The facilitator must record each team’s choices on a chart that is clearly visible to all. Educational Toolkit for Cooperative Entrepreneurship 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 27 Activity The X and Y Game Example: Sample chart 1 2 3 4 5* 6 Team A -1 -2 2 3 3 … Team B -1 -2 -2 -1 3 … Team C -1 2 2 -1 3 … Team D -1 2 -2 -1 -9 … 7 8* 9 10* The facilitator should only add one more column and row at the end of all ten rounds to calculate the results. 1 2 3 4 5* 6 7 8* 9 10* Total Team A -1 -2 2 3 3 … 22 Team B -1 -2 -2 -1 3 … -2 Team C -1 2 2 -1 3 … -15 Team D -1 2 -2 -1 -9 … -34 Final Result -4 0 0 0 0 … -29 The Youth Co-op Toolkit 4 27 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 28 28 Activity 4 The X and Y Game Feedback Based on the final results and the comments noted during the game, the facilitator initiates a group discussion with the participants. Here are some sample conclusions. The 4 Y’s option is the only choice that will allow everyone to score and get richer over the course of the game. If this principle is followed throughout the game, each team should earn 25 points and have an overall total of 100. With this option four teams earn money, not just one. We are often tempted to act alone in order to be the “only real winner,” and as a result get into competition with others, diminishing our chances of success. Each player is in it for “me” rather than for “the team.” (This is evident in rounds 1, 2, 3.) Winning at all cost and the desire for gain can make us forget certain values, such as respect for one’s word, mutual aid and helping others in difficulty. Each team has only one true goal: get rich as quickly as possible, even at the expense (or impoverishment) of others. But who really wins? If agreements have been honoured, bravo! You have just learned the strengths, values and advantages of cooperation, as the overall team results will show. Educational Toolkit for Cooperative Entrepreneurship 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 29 Activity Task Sheet BALLOT X The Youth Co-op Toolkit 4 29 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 30 30 Activity 4 Task Sheet Ballot Y Educational Toolkit for Cooperative Entrepreneurship 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 31 Activity Score Sheet Task Sheet For 4 teams: Points (dollars) 4X Each team loses 1 point 3X 1Y Each X earns 1 point The Y team loses 3 points 2X 2Y Each X earns 2 points The Y team loses 2 points 1X 3Y Each X earns 3 points The Y team loses 1 point 4Y Each team earns 1 point The Youth Co-op Toolkit 4 31 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 32 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 33 Step 3 Democratic Functioning of a Cooperative The Youth Co-op Toolkit 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 34 34 Activity 5 Characteristics of a Cooperative5 ➤ Objective: Agree, as a group, on a definition of a cooperative business and understand its rules. Preparation Materials for each team Unity in Diversity Task Sheet – distributed according to the number of teammates Comparison Chart Task Sheet Four markers of different colours for each team Cooperative context Collective Graffiti Roles: timekeeper, spokesperson, secretary Group size Teams of four Activity Getting started A group of students has set a fundraising goal for a project. To organize the task of the Youth Co-op the facilitator recaps the characteristics that the group identified (in “A Lesson from Nature”). The facilitator then initiates a discussion centered on the students’ perceptions of the operation of a cooperative business and the rules that apply to it. This activity is designed to reinforce their previous knowledge. Procedure Each team member chooses a different coloured marker. Using the Collective Graffiti Task Sheet placed in the centre of their table, each team member is asked to write down what s/he knows or thinks about cooperative businesses (rules, distinctive features, etc.). The facilitator will allow a certain amount of time for the players to complete the task and will ask the timekeeper to inform players when the time is up. The members of the team then share and compare their ideas. The discussion should help the team arrive at a common definition of a cooperative business. This definition is then recorded on the sheet in the appropriate circle. Each team member signs the sheet with the definition. The spokesperson for each team writes the team’s definition on the board. 5. Adapted from an activity conducted by Isabelle Boivin as part of the Microprogramme en apprentissage coopératif et instruction complexe, Université de Sherbrooke, 2003. Educational Toolkit for Cooperative Entrepreneurship 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 35 Activity Characteristics of a Cooperative? Feedback Each team fills out the comparison chart. This will help students formulate their perceptions into cooperative rules. The facilitator then makes corrections, using the answer sheet and, where necessary, completes the information using the Theoretical Summary. The Youth Co-op Toolkit 5 35 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 36 36 Activity 5 Theoretical Summary6 A cooperative is a business. It is an economic unit established for purposes of production, distribution or sales. Like any other business, it requires money, raw materials and know-how. In order to survive and grow, it must be profitable and generate more income than expenses. It engages in marketing, accounting and other related administrative activities to function properly (like any other business). But a cooperative is also different from other businesses! It is a collective business. It includes you, me and all of us! A cooperative is a collective business and belongs to all its members. It is a democratic business. One member, one vote! A cooperative exists to serve its members, because they control it. It is a business that is fair to all its members. The cooperative respects the principle of equitable sharing of profits between the members (patronage dividends). Each member is entitled to his/her share of the patronage dividends, in relation to the services used or the hours worked. In the case of a Youth Co-op, the dividends may be collective and assigned to the group as a whole in order to carry out a common project. It is a business that promotes the development of individuals and of the local community. One of the fundamental commitments of all cooperatives is to contribute financially to improve the community which it serves. For example, members of a Youth Co-op might be willing to put 5 percent of their profits toward the development of future Youth Co-ops in their school. It might be useful to cite the example of a Caisse Desjardins or a student-run cooperative. However, the notion of redistributing patronage dividends is different for the Caisse Desjardins compared to student cooperatives. School-based cooperatives distribute the patronage dividends at source as purchase discounts whereas Desjardins distributes it at the end of the fiscal year. 6. Based on Fédération des coopératives québécoises en milieu scolaire, Guide d’élaboration d’un plan d’éducation coopérative à l’attention des coopératives en milieu scolaire (Anjou: Fédération des coopératives québécoises en milieu scolaire, 2002). Educational Toolkit for Cooperative Entrepreneurship 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 37 Activity Unity in Diversity Task Sheet Note: A larger format sheet (approximately 60 cm x 90 cm) is recommended. The Youth Co-op Toolkit 5 37 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 38 38 Activity 5 Comparison Chart7 Task Sheet Factors for comparison Business Corporation Cooperative Non-Profit Organization Who are the owners? What is the purpose of the business? Who makes decisions? What are the rules of procedure? What is surplus income (after expenses) called? To whom do they belong? How are they distributed? In what form? 7. Adapted from CDR-Région de Québec, Séminaire de formation des administrateurs de coopératives (Québec: CDRRégion de Québec, March 1993), 10. Educational Toolkit for Cooperative Entrepreneurship 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 39 Activity Comparison Chart8 Answer Sheet Factors for comparison Business Corporation Cooperative Non-Profit Organization Who are the owners? Shareholders Members No owners What is the purpose of the business? Maximize dividends Answer the needs of members (maximize cooperative advantage) Answer needs of its members and the community Who makes decisions? Shareholders, members (General Meeting and Board of Directors) Members (General Meeting and Board of Directors) Members (General Meeting and Board of Directors) What are the rules of procedure? 1 share = 1 vote 100 shares = 100 votes 1 member = 1 vote10 1 member = 1 vote unless otherwise specified in the rules of procedure What is surplus income Dividends (after expenses) called? Surplus earnings Surplus earnings To whom do they belong? Shareholders Members Members have no rights on surplus earnings How are they distributed? Proportional to shares (bigger shareholders earn bigger dividends) Proportional to services used (the more services a member uses, the greater his/her share in surplus earnings) Surplus earnings are not distributed In what form? Dividend Patronage dividends N/A Note: It is recommended to place this chart somewhere in the classroom after completing the activity. 8. Adapted from CDR-Région de Québec, Séminaire de formation des administrateurs de coopératives (Québec: CDRRégion de Québec, March 1993), 10. 9. Adapted from Ministère des finances, de l’économie et de la recherche, "Annexe 2: Tableau comparatif: coopérative, compagnie et organisme à but non lucratif (OBNL)" in Horizon 2005: Politique de développement des coopératives: La coopération tout le monde y gagne!, (Québec: Ministère des finances, de l’économie et de la recherche, 2003), 56-59. 10. The primacy of the person over capital is expressed in the rules concerning decision making, the purpose of the business and the sharing of results. The Youth Co-op Toolkit 5 39 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 40 40 Activity 6 Broken Sentences11 ➤ Objective : Discover or recall important characteristics of cooperatives. Preparation Materials for each team Sentences: Print out each sentence on different colour paper (sentence 1, blue; sentence 2, orange; etc.) and cut the sentences in pieces (version 1 and 2). Answer Sheet (version 2) Cooperative context Puzzle Roles: secretary, spokesperson, tools manager, facilitator (version 2 only) Group size Version 1: large group Version 2: teams of four (home group) Activity Procedure Version 1: Give each participant part of a sentence. Participants must find the person with the same colour paper and rebuild the sentence by placing themselves in the right order. Each person keeps their piece of the sentence; the participants change places. Version 2: The person in charge of the materials takes an envelope for their team and distributes pieces to teammates. Each member must place (or displace) his/her piece of the sentence. Once the sentence has been reconstructed, and then checked by the facilitator, the team explains in its own words what the sentence means (on the team’s answer sheet). Feedback Version 1: Read each sentence, explain or give examples if necessary. Version 2: Each spokesperson presents their teams’ sentence and explains it to the rest of the class. 11. Created by Cynthia Tanguay, Collective Entrepreneurship Awareness and Promotion Officer, Fédération québécoise des coopératives en milieu scolaire, 2005. Educational Toolkit for Cooperative Entrepreneurship 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 41 Activity money. goal of making a profit or saving sell a product or offer a service with a A cooperative is a business: its goal is to Answer Sheet for the Facilitator The Youth Co-op Toolkit 6 41 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 42 42 Activity 6 Educational Toolkit for Cooperative Entrepreneurship needs and economic needs. members who share common social A cooperative is an association of Answer Sheet for the Facilitator 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 43 Activity usually consumers or producers. Members of a cooperative are Answer Sheet for the Facilitator The Youth Co-op Toolkit 6 43 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 44 44 Activity 6 because it belongs to its members. A cooperative is a collective business Answer Sheet for the Facilitator Educational Toolkit for Cooperative Entrepreneurship 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 45 Activity among the members. Its resources are shared A cooperative is a fair business. Answer Sheet for the Facilitator The Youth Co-op Toolkit 6 45 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 46 46 Activity 6 Educational Toolkit for Cooperative Entrepreneurship involved in the decision-making process. business because all the members are A cooperative is a democratic Answer Sheet for the Facilitator 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 47 Activity Answer Sheet for the Team Teammates’ names: Our sentence is: It means: The Youth Co-op Toolkit 6 47 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 48 48 Activity 6 Answer Sheet for the Facilitator A cooperative is a business: its goal is to sell a product or offer a service with a goal of making a profit or saving money. A cooperative is an association of members who share common social needs and economic needs. Members of a cooperative are usually consumers or producers. A cooperative is a collective business because it belongs to its members. A cooperative is a fair business. Its resources are shared among the members. A cooperative is a democratic business because all the members are involved in the decision-making process. Educational Toolkit for Cooperative Entrepreneurship 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 49 Activity The Democratic Functioning of a Cooperative12 ➤ Objective: Understand the democratic functioning of a cooperative and a Youth Co-op. Preparation Materials for the facilitator Organization Chart Facilitator Sheet The Youth Co-op Cooperative Triangle Facilitator Sheet Facilitator Answer Sheet Types of Cooperatives Facilitator Sheet Materials for each team One clue per team Key Words Task Sheet Cooperative context Puzzle Discussion Roles: spokesperson, timekeeper Group size Six teams Activity Getting Started Each team receives one clue and six key words. Participants are given a fixed amount of time to do the exercise, and the timekeeper ensures compliance. Procedure Team members try to guess the key word that corresponds to the clue they’ve been given. They then agree on where to place the key word in the organization chart. Large group Each team takes a turn at sending its spokesperson to place the key word in the organization chart and to justify its choice. 12. Adapted by Dominique Blais, Cooperative Entrepreneurship Promotion and Awareness Officer, Coopérative de développement régional Bas-Saint-Laurent–Côte-Nord, 2006, from an activity created by Isabelle Boivin as part of the Microprogramme en apprentissage coopératif et instruction complexe, Université de Sherbooke, 2003. 2003. The Youth Co-op Toolkit 7 49 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 50 50 Activity 7 The Democratic Functioning of a Cooperative Feedback The facilitator elicits a discussion with the members of the group, checks the accuracy of the answers given, and gives additional information about the roles and responsibilities of all members, emphasizing the importance of respecting them in order to maximize the democratic functioning of the cooperative. The facilitator then introduces the Youth Co-op Cooperative Triangle depicting the dual structure of the cooperative. Taking it a step further To provide participants with a clearer understanding of how a co-op works, it might be a good idea to invite a co-op representative from the community to speak to the members of the Youth Co-op. The facilitator supports the members of the group in their work and can also contact the local Entrepreneurship Awareness and Promotion Officer. Educational Toolkit for Cooperative Entrepreneurship 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 51 Activity Key Words Task Sheet Association General Meeting of Members Business Board of Directors Management Employees The Youth Co-op Toolkit 7 51 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 52 52 Activity 7 Clues Task Sheet Clue # 1 This level indicates how members can participate by exercising their rights as members or elected representatives of members (general meeting, board, committee, etc.). Clue # 2 This aspect of the cooperative indicates the roles assigned to management, administrative divisions (accounting, marketing, production and human resources) and employees of the cooperative. Clue # 3 This part of the co-op decides on major orientations and establishes the operating rules. Clue # 4 This section comprises a fixed number of members as determined by the bylaws. It includes the Directors who are elected at the General Meeting. The members cannot exercise the powers exclusively reserved for this authority and vice-versa. This section ensures that the business serves the best interests of its owners, the members. It has full power over administrative operations. Clue # 5 Reporting directly to the Board of Directors, this person carries out management tasks, applies the guidelines established by the Board of Directors and is responsible for daily operations. This person’s duties and authority are defined by the bylaws and adopted at the General Meeting or by the Board of Directors.. Clue # 6 This group of individuals performs the tasks assigned to them by management. They are paid (or volunteers) directly involved in the cooperative’s operations. Outil pédagogique d’entrepreneuriat collectif 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 53 Activity Facilitator Sheet: Organization Chart of a Cooperative elects serves VOLUNTEERING hires OPERATING hires Note: This chart may be enlarged and displayed on wall or board. The Youth Co-op Toolkit 7 53 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 54 54 Activity 7 Facilitator Answer Sheet Clue #1: The Association Clue #2: The Business Clue #3: The Members Clue #4: The Board of Directors Clue #5: The Management Clue #6: The Employees THE ASSOCIATION The members serves elects VOLUNTEERING The board of directors hires OPERATING The employees hires BUSINESS Educational Toolkit for Cooperative Entrepreneurship The management 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 55 Activity 7 Facilitator Sheet: Youth Co-op Cooperative Triangle Based on a Workers Cooperative Association Members = Directors Decide on direction of project and adjustments to be made over course of project (Elected Officers: President and Vice-Presidents) Committees Workers-Volunteers Organize business activities based on group orientations Perform tasks established by different committees Committees: Marketing, Accounting, Human Resources, Production (All members of the Youth Co-op) Business Double structure and triple status The facilitator explains that each participant is not only a member, director and workervolunteer but all of these at once. As a director, the member decides on orientations and elects the officers, but s/he is also part of the business structure since s/he works on a committee and performs assigned tasks. The Youth Co-op Toolkit 55 Educational Toolkit for Cooperative Entrepreneurship Business Consists of working members, including a Coordinator elected by working members for each committee (Marketing, Accounting, Human Resources and Production) Committees (organization) Members-volunteers Carry out work Working member elected by workers and approved by Board of Directors General Coordinator Consists of every type of member to be elected in numbers set out in by-laws Activity Working members User members Supporting members Board of Directors 56 General Meeting of the Members Association 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 56 7 Facilitator Sheet: Youth Co-op based on the Solidarity Cooperative Model Appointment of Coordinator for each committee by General Coordinator and approval by Board of Directors Committees (organization) Non-members of the cooperative Workers-volunteers Consumer members Business General Meeting of the Members Association Appointed by Board of Directors and becomes a worker in the cooperative General Coordinator Consists of elected consumer members, including four officers: President, Vice-President, Secretary and Treasurer Board of Directors 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 57 Activity Facilitator Sheet: Youth Co-op Based on the Consumer Cooperative Model The Youth Co-op Toolkit 7 57 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 58 58 Activity 7 Types of Cooperatives Facilitator Sheet13 There are five types of cooperatives: Worker Cooperatives Consumer Cooperatives Solidarity Cooperatives Producer Cooperatives Employee-Shareholder Cooperatives Worker Cooperatives In this type of cooperative, workers are both employees and collective owners. They ensure proper functioning of the business by participating in decision making and management. The main purpose of a worker cooperative is to create employment for its members. Worker cooperatives exist in areas such as forestry, ambulance service, transportation and factories. For example, Youth Service Cooperatives (YSC) are worker cooperatives created by young people 14–17 years old that provide services to the community during the summer. Consumer Cooperatives These cooperatives provide goods and services to their members for their own use. They exist in sectors such as food, housing, school supplies, cable television and funeral services. For example, school-based cooperatives, grouped under the Coopsco banner and present in most colleges and universities, offer a large range of products and services: books, school supplies, computers, clothing, sport supplies, food, etc. Solidarity Cooperatives Solidarity cooperatives have both consumer members and worker members. They can also have support members—any party interested in the goals of the cooperative. Solidarity cooperatives exist in home-help sectors, professional and business services, and proximity services (grocery stores, gas stations, restaurants) in rural and semi-rural areas. For example, L’Échappée bleue, a network of lodgings around the Véloroute des Bleuets, is a solidarity cooperative working in the sustainable tourism sector. 13. Adapted from Ministère du développement économique, de l’innovation et de L’exportation, "Quelles sont les catégories de coopératives?", Ministère du Développement économique, de l’Innovation et de l’Exportation (November 30, 2005) www.mdeie.gouv.qc.ca/page/web/portail/fr/entreprises/service.prt?svcid=PAGE_GENERIQUE_CATEGORIES25&i ddoc=45682 Educational Toolkit for Cooperative Entrepreneurship 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 59 Activity Producer Cooperatives In these cooperatives, producers join forces to benefit from the economic advantage of buying products and services that are useful for their profession or their business. Producer cooperatives exist in various areas, such as the agri sector, taxi industry and in professional and business services. Yoplait Tubes, now a household snack, is an example of product produced by an agrisector cooperative. Employee-Shareholder Cooperatives An employee-shareholder cooperative is a company whose employees acquire equity in the company. Such cooperatives exist in the manufacturing, computer, and multimedia sectors, for example. The Coopérative des travailleurs actionnaires d’Ambulance de l’Estrie (CTAAE) is an example of an employee-shareholder cooperative. The Youth Co-op Toolkit 7 59 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 60 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 61 Step 4 Choosing a Collective Project 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 62 62 Activity 8 Choosing our Collective Project ➤ Objectifves: Consider existing needs in the community. Define the group’s abilities, skills and interests. Select a project collectively. Ensure the feasibility of the chosen project. Preparation Materials Stimulating Brainstorming Task Sheet Planning Chart Task Sheet Steps to Democratic Decision Making Facilitator Sheet Working Meeting Evaluation Grid Checklist on meeting facilitation Ensure meeting is democratically moderated (all participants are entitled to speak, 1 member = 1 vote) Ensure the right to speak is requested and respected Elicit the opinions of those who do not speak Go around the room seeking opinions from time to time Aim for consensus Resort to vote when necessary Group formation Large group (Board of Directors Meeting/Working Meeting) Activity Getting started The facilitator begins a group discussion with participants to decide, as a group, on procedures they wish to follow to ensure the smooth running of the meeting. These rules may be modeled on those in the checklist or in the facilitator sheet entitled Steps to Democratic Decision Making. It is preferable that the facilitator co-moderate the first meeting to guide and support the President (the right to speak, etc.). The President or facilitator reiterates the purpose of the Youth Co-op: to find a business opportunity for a collaborative project. Procedure In order to stimulate ideas, the facilitator hands out the task sheet entitled Stimulating Brain-Storming to all participants. Each person answers the questions individually. The moderator (President or facilitator) uses the brainstorming technique to help participants come up with ideas for activities. Before starting, the moderator emphasizes the importance of treating all ideas fairly, stating that s/he will have to call to order those who are critical of ideas or people. Retain ideas that are accepted by the majority and, if necessary, take a vote. Educational Toolkit for Cooperative Entrepreneurship 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 63 Activity Choosing our Collective Project Feedback As this is the first meeting of its kind, take a few minutes to analyze how the meeting went and to review the results. Version 1 The facilitator gives all participants a copy of the Working Meeting Evaluation Grid. Each participant answers the questions individually. The facilitator invites participants to share their impressions of the way the activity was conducted (democratic procedure), the results achieved (activities planned) and suggestions for improvements, if they have any. Version 2 The facilitator gives all participants a copy of the Working Meeting Evaluation Grid. Each participant answers the questions individually and confidentially. The grids are returned to the facilitator, who compiles and evaluates the results. At the next meeting, the facilitator summarizes the main ideas and suggests areas of improvement to be discussed by participants. Taking it a step further The same evaluation grid on group functioning and expectations can be used periodically throughout the project. It may prove useful if tensions arise between members or if individual or group results are less satisfactory than expected. The Youth Co-op Toolkit 8 63 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 64 64 Activity 8 Steps to Democratic Decision Making Facilitator Sheet Steps Objectives Facilitator’s Role Information Present required information for decision making. Describe context and summarize problem. Ensure that the necessary information is given. Allow questions for clarification. Check participants’ understanding. Discussion Discuss the topic/problem. Explore proposals for potential solutions. Give participants the right to speak. Summarize ideas discussed. Proposals Develop a proposal. Ask participants to develop one or more proposals. Decision Make a decision. Read over proposal. Ask for a “mover.” Ask for a “seconder.” Proceed with vote. Note: We recommend that you display these instructions in a prominent place in the meeting room. Educational Toolkit for Cooperative Entrepreneurship 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 65 Activity Stimulating Brainstorming Task Sheet 1) What kind of fundraising activities are you familiar with (ones that your school or other schools have already tried)? 2) What kind of new activities could be organized by your Youth Co-op? 3) Do you know of any natural resources in your community (vegetables, fruit, etc.) that you could sell, in bulk or processed, at strategic times of the year? 4) Do you know of any material that you could recycle or process to sell at strategic times of the year (Christmas, Halloween, Mother’s Day, Valentine’s Day, etc.)? 5) Do you think that you could provide specific services to certain types of groups in your school (peers, younger students, teachers or other professionals)? 6) Do you think that your Youth Co-op could offer certain services to groups that have specific needs in your community and surrounding neighbourhoods (daycares, residences for seniors, etc.)? 7) Do you think that the members of your Youth Co-op have particular talents that could be used to organize an activity? The Youth Co-op Toolkit 8 65 8 Same as above Recipes Containers and packaging Sale of apple derivative products Educational Toolkit for Cooperative Entrepreneurship Idea F Idea E Idea D Idea C Transportation to pick apples People to pick apples Packaging What do we need to execute this idea? Apple sales (Sept.–Oct.) (time of year) Idea retained Same as above Cost of containers Cost of ingredients Volunteers (no charge) Cost of apples (picking fee) Packaging cost Same as above Estimated time for preparing derivative products One day of apple picking Time to package (to be determined) Sales period and point of sale to be determined (school or elsewhere?) Same as above Set a realistic schedule for potential times and places How much will it How much time do When and where cost to execute this we need to execute can we sell our idea? this idea? product or service? Planning Chart Task Sheet Activity Same as above Obtain necessary permission (from school, parents, target sales locations, etc.) What steps need to be taken? 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 66 66 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 67 Activity Working Meeting/Board Meeting Evaluation Grid Use this tool periodically to confirm that meeting procedures are being managed properly and to ensure a positive working environment. Not all questions have to be repeated each time. 1) How did today’s meeting go? 2) Did everyone respect the established rules of procedure? 3) Were you able to express your opinions (as you wanted to)? If not, who or what prevented you from doing so? 4) Are you satisfied with the results of the meeting? 5) What was the most difficult aspect of the meeting? 6) What was the easiest? The Youth Co-op Toolkit 8 67 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 68 68 Activity 9 Task Distribution ➤ Objectives: Understand the tasks of each working committee to help individuals choose which committee to join. Ensure an equitable distribution of responsibility among members. Work interdependently. Discover the core functions of a business. Plan the implementation of the Youth Co-op. Preparation Materials for each team Tasks Sheets A, B, C, D Team Answer Sheet Material for each committee Schedule Cooperative context Puzzle Group size Teams of four Activity Getting started After explaining the key democratic components of a cooperative, the facilitator announces that it is time to take a closer look at the day-to-day business operations of the cooperative which, like all other business, exists to fulfill a need. This may be achieved by producing, distributing or selling a product or service. For these activities to be successful, each working committee is responsible for a portion of the tasks. To begin with, the facilitator can use the results of the first activity, Find Someone Who, which identified participants’ skills related to core business functions. Procedure Each team member will receive a different task sheet (either A, B, C or D). Each task sheet contains clues. Each member must share the clues with the others in order to find the solution. To proceed, the person with Task Sheet A reads out clue 1, followed by the person with Sheet B and so on. Once the four clues have been read aloud, each member writes down the answer s/he thinks is right in the blank space provided. Then participants discuss the answers in order to come to a consensus. One member writes the answer on the Answer Sheet for the team. When the Answer Sheet is full, all the members sign it, as proof of their agreement. Educational Toolkit for Cooperative Entrepreneurship 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 69 Activity Task Distribution Feedback The facilitator proceeds with a collective evaluation (correction) and the participants choose the committee they wish to sit on. If participants require more information about the committees, please consult the Election Procedures and Task Descriptions Facilitator Sheet on pages 82 to 84. According to the number of participants, two methods can be used. If there are many participants, the facilitator designates a corner of the room for each committee and asks the participants to go to the corner corresponding to their chosen committee. If there are few participants, a simple group discussion might be sufficient to divide participants into committees. If it is impossible to create four committees, the Production Committee should be merged with the Human Resources Committee. Use the Schedule Sheet to plan each committee’s tasks. The schedule should be updated on a regular basis taking into account unforeseen events and adjustments. Taking it a step further Inviting experts in each field (accounting, marketing, human resources, production) to come meet the participants of the Youth Co-op is strongly recommended. Ideally, experts should be working in a local cooperative. They will not only be role models for the young entrepreneurs but also form a natural network of expertise and support. The facilitator is there to support the group in its networking efforts and can seek help from the local Collective Entrepreneurship Awareness and Promotion Officer. The Youth Co-op Toolkit 9 69 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 70 70 Activity 9 Task Sheet A 1) Manage promotion and advertising 2) Manage conflicts 3) Organize tasks 4) Set the break-even point and sales price My answers are: 1) 2) 3) 4) Educational Toolkit for Cooperative Entrepreneurship 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 71 Activity Task Sheet B 1) Encourage knowledge about, or interest in, something 2) Organize meetings and follow-up on meetings 3) Quality control 4) Create a balance sheet of income and expenses My answers are: 1) 2) 3) 4) The Youth Co-op Toolkit 9 71 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 72 72 Activity 9 Task Sheet C 1) Find sponsors 2) Keep record of attendance 3) Plan production periods 4) Provide the project’s financial information My answers are: 1) 2) 3) 4) Educational Toolkit for Cooperative Entrepreneurship 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 73 Activity Task Sheet D 1) Conduct a market study to ensure project answers a real need. 2) Develop a staff schedule for a booth 3) Develop production procedures 4) Compile cash flow data (income and expenses) My answers are: 1) 2) 3) 4) The Youth Co-op Toolkit 9 73 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 74 74 Activity 9 Team Answer Sheet 1) 2) 3) 4) Team members’ signatures: Outil pédagogique d’entrepreneuriat collectif 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 75 Activity Facilitator Answer Sheet 1) Marketing 2) Human Resources 3) Production 4) Accounting The Youth Co-op Toolkit 9 75 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 76 76 Activity 9 Schedule Our committee is: Members of our committee are: Tasks Person in charge Educational Toolkit for Cooperative Entrepreneurship Due date 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 77 Step 5 Moving along with our Youth Co-op The Youth Co-op Toolkit 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 78 78 Activity 10 The First Board Meeting ➤ Objectives: Elect Board of Directors (President and Committee VicePresidents). Obtain an official accreditation certificate. Define the rules of procedure. The agenda must be sent out with each Notice of Meeting or at least submitted at the opening of the meeting. The minutes of the meeting must be taken and saved in a binder in order to keep track of and follow up on decisions or work (this will facilitate updates and reports). The sample agenda below contains several topics, perhaps too many for a single meeting. Depending on your group’s availability, it might be a good idea to spread out these topics over several meetings. Youth Co-op (Name) Agenda-First Regular Board of Directors Meeting Day, Date, Time, Location 1) Opening and welcome An attendance sheet is passed around and can be kept in a binder. 2) Appoint a President and Secretary It is a good idea for the facilitator to chair the first meeting in order to provide an example for the President, who will chair all subsequent meetings. Any of the participants can act as Secretary. At future meetings, this position will be held by a member of the Human Resources Committee. We recommend that you use the model provided in pages 79 to 81. 3) Read and adopt the agenda 4) Elect Officers President, Marketing Vice-President, Accounting Vice-President, Production Vice-President, Human Resources Vice-President Three possible election procedures are given on page 52. 5) Choose a name for our Youth Co-op 6) Define in a few sentences the goal (purpose) of our Youth Co-op 7) Delegate a few individuals to fill out application documents for official accreditation of the Youth Co-op 8) Determine the operating rules of the Youth Co-op 9) Set time, date and location of the next meeting 10) Any other business 11) Adjournment Educational Toolkit for Cooperative Entrepreneurship 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 79 Activity 10 79 The First Board Meeting Youth Co-op (Name) Minutes of the First Regular Board of Directors Meeting14 Day, Date, Time, Location 1 1) Opening and welcome The meeting begins at (time) and a list of attending members is appended to the minutes. 2) Appoint a President and Secretary (name) moves that chair the meeting. (name) This motion is seconded by (name). Cette proposition est adoptée à l’unanimité. (name) moves that (name) act as meeting Secretary. This motion is seconded by (name). Upon agreement of all the members, the motions are adopted unanimously. 3) Read and adopt the agenda The President reads the agenda and asks if the members have any changes to make. (name), seconded by (name), move that the agenda be accepted as presented (or as modified). The motion is adopted unanimously. 4) Elect Officers The facilitator describes the duties of each position (see Election Procedures and Tasks Description on pages 82 to 84). The facilitator then accepts nominations. (name) moves that (name) be nominated for the position of President of the Youth Co-op. This motion is seconded by (name). next ➝ 14. The suggested model can be adapted. The important thing is to provide an account of topics discussed and decisions made at the meeting. The Youth Co-op Toolkit Ad sam la m d’in de 2 Ad coo d’in de 3 Lo FEC 4 Ad pou inte mili 5 Ad as p coo 200 6 Ba en uca mili qué 7 Ad rd, par ww es/s GO ddo 14 T tan and [1]C to « “em [2]b [3]G App er i —— 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 80 80 Activity 10 The First Board Meeting (name) (name) moves that be nominated for the position of Marketing Vice-President of the Youth Co-op. This motion is seconded by (name). (name) moves that (name) be nominated for the position of Production Vice-President of the Youth Co-op. This motion is seconded by (name). (name) moves that (name) be nominated for the position of Human Resources Vice-President of the Youth Co-op. This motion is seconded by (name). (name) moves that (name) be nominated for the position of Human Resources Vice-President of the Youth Co-op. This motion is seconded by (name). The motion is adopted unanimously. 5) Choose a name for our Youth Co-op After discussion, Youth Co-op be motion is seconded by (name) moves that the name of the . . This (name). All participants agree and no one asks for the vote. The motion is adopted unanimously. 6) Define the purpose of our Youth Co-op After due discussion, (name) moves that the purpose of the Youth Co-op be: This motion is seconded by (name). All participants agreed and no one requests the vote. The motion is adopted unanimously. 7) Delegate a few individuals to fill out application documents required for official accreditation of the Youth Co-op The members move that the President and the Human Resources Vice-President be mandated to complete the documents required for official accreditation of the Youth Co-op and send the application to the Conseil québécois de la coopération et de la mutualité. The motion is adopted unanimously. The motion is adopted unanimously. Educational Toolkit for Cooperative Entrepreneurship next ➝ 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 81 Activity The First Board Meeting 8) Determine the operating rules of the Youth Co-op Members suggest that time should be set aside at the next meeting to develop a members’ contract using the document available in the Management and Assessment Tools section of the Youth Co-op Toolkit. The motion is adopted unanimously. 9) Set date, time and location of next meeting. The members agree that the next meeting will be held on (date), at (time), in room (location) and that the purpose of the meeting will be to follow up on the topics of this meeting and discuss the Youth Co-op activities plan. These motions are adopted unanimously. 10) Any other business No further business. 11) Adjournment onded by (name) moves to adjourn the meeting. This motion is sec. The meeting is adjourned at (time). The motion is adopted unanimously. Reminder All participants are members and therefore Directors of the Youth Co-op. Officers are those elected by the members to take on leadership positions. In Youth Co-op Scenario 1, the Officers are the President and the Vice-Presidents of Marketing, Accounting, Production and Human Resources. The Youth Co-op Toolkit 10 81 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 82 82 Activity 10 Facilitator Sheet: Election Procedure and Task Descriptions Prior to the election, the responsibilities associated to each position should be explained. Every member should have the chance to ask questions. 1. Task descriptions President The President is the official spokesperson for the Youth Co-op and represents the Youth Co-op at public events and when dealing with the media. The President also supports the Vice-Presidents’ team in the performance of their mandates. Although the President does not coordinate any one committee, s/he must ensure that all committees run smoothly and that all decisions made by the group are respected, thus providing support where it is needed. The President is a member of the Youth Co-op, like any other, and takes part in the same tasks (production, sales, etc.). The President’s most important responsibility is to chair the meetings of the Board of Directors. As Chair, his/her duties are as follows: Open the meeting Ensure the adoption of the agenda Open and close the floor for debates on agenda items in accordance with the procedure established by members Provide guidance to committees about their duties. This does not mean managing the committees’ work, but rather ensuring that all members fulfill their duties. Ensure that all meetings run smoothly by proposing rules of procedure and guaranteeing that they are respected by all (including by him/herself); the President is the watchdog for the rules adopted by the group Foster a positive environment for discussion Encourage all coordinators to actively participate in meetings Cede the floor to members fairly Seek opinions from those who have not yet spoken Reject topics as “out of order” if irrelevant or aggressive Marketing Vice-President The Marketing VP is the spokesperson for the Marketing Committee and is in charge of reporting on the working committee’s activities at the Board of Directors Meeting. This person coordinates the marketing tasks assigned to the committee or the activities proposed by the Board of Directors in this area. Tasks and activities include the following: Creating and conducting a market study Promoting and advertising the product or service Developing marketing strategies (packaging, etc.) Providing co-op members with sales training Organizing the official launch of the co-op (if applicable) and local media relations (if applicable) Assessing and stimulating sales Producing reports (follow up on activities) requested by Board of Directors and the final report Educational Toolkit for Cooperative Entrepreneurship 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 83 Activity Facilitator Sheet: Election Procedure and Task Descriptions The Accounting Vice-President The Accounting Vice-President is the spokesperson for the Accounting Committee and is in charge of reporting on the working committee’s activities at the Board of Directors Meeting. This person coordinates the accounting tasks assigned to the committee or the activities proposed by the Board of Directors in this area. Tasks and activities include the following: Managing finances Preparing budget forecasts Preparing financial statements Determining a break-even point and sales prices (in conjunction with Marketing and Production Committees) Keeping accounts up to date Producing all financial reports (follow-up) requested by the Board of Directors and for the final report Production Vice-President The Production VP is the spokesperson for the Production Committee and is in charge of reporting on the working committee’s activities at the Board of Directors Meeting. This person coordinates the production tasks assigned to the committee or the activities proposed by the Board of Directors in this area. Tasks and activities include the following: Organizing production Producing a prototype Setting the cost of production or service Training members in production or service procedures Ensuring quality control Producing all reports requested by the Board of Directors and the final report Human Resources Vice-President The Human Resources VP is the spokesperson for the HR Committee and is in charge of reporting on the working committee’s activities at the Board of Directors Meeting. This person coordinates the tasks related to human resources assigned to the committee or the activities proposed by the Board of Directors in this area. Tasks and activities include the following: Keeping attendance records of Board Meetings and Working Meetings (production or sales) Producing schedules of attendance at sales or production events Managing conflict Handling complaints Managing meetings (notice of meeting, agenda, follow up on meetings, minutes) and keeping records of all meeting documentation Producing all reports (follow-up) requested by the Board of Directors and the final report Officers meet when necessary to ensure that work is progressing as planned or to discuss solutions to problems that arise. The Youth Co-op Toolkit 10 83 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 84 84 Activity 10 Facilitator Sheet: Election Procedure and Task Descriptions 2. Election procedures Option 1 - Secret vote The facilitator asks the members of the Board of Directors to nominate a candidate for President. They are given a few moments to reflect on their choice and then write the name of the person they choose on a small ballot. The facilitator collects and counts the ballots and the candidate who receives the most votes will be asked whether s/he accepts the position. If so, the position is filled. The same procedure is repeated for each position. If there is a tie between two candidates, the facilitator first asks them if they are interested in the position. If so, a second secret vote is held. To properly guide the members in their decision making, we recommended that they consult the Task Descriptions on pages 82 and 83. Option 2 - Official presentation and formal election After they have familiarized themselves with the task descriptions on pages 82 and 83, members decide whether they are interested in these positions. Those interested prepare an election speech. The facilitator invites the candidates interested in the position of President to step forward. Each candidate is given the floor. After the presentations, a secret vote is held. The facilitator collects and counts the ballots, then announces the results. The same procedure is repeated for each position. Option 3 – Conventional formal election The facilitator calls for nominations among the members present, for each position to be filled. After each proposal, the member accepts or refuses the nomination. If only one person is nominated, this person may accept or reject the position. If the member accepts, s/he is elected by acclamation. If there is more than one candidate, the candidates prepare an election speech and address the members. After all candidates have spoken, a secret vote is held. The facilitator collects and counts the ballots. The same procedure is repeated for each position. Educational Toolkit for Cooperative Entrepreneurship 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 85 Activity Documents Required for Official Youth Co-op Accreditation Certificate The Conseil québécois de la coopération et de la mutualité issues official accreditation for all projects that follow these procedures. The projects qualify under La Relève en action of the Fondation pour l’éducation à la coopération et à la mutualité and the Fondation Desjardins. They can also compete in the Quebec Entrepreneurship Contest and may receive funding as part of the Introduction to Entrepreneurship Measure (IEM) of the ministère de l’Éducation, du Loisir et du Sport. Awards are granted at special regional and national gala events. A few points about Youth Co-op accreditation: 1) Through accreditation, projects that follow Youth Co-op procedures become visible. 2) This network of projects makes it possible to compile data (results) that are useful for the promotion of Youth Co-op programs. This serves to improve the tools that are available. 3) The accreditation process also helps to establish a framework for recognition of Youth Co-op projects (gala events, awards, etc.). To obtain the official accreditation certificate the following three forms must be completed: articles for the Youth Co-op, list of the founding members and the application. Articles of Accreditation The articles of the Youth Co-op contain the following: The name of the cooperative (chosen by the group) The address of its head office The purpose for which the cooperative was created (reason for existing) The territory or group from which members are recruited (Who will your members be and where are they from?) The list of the founding members (the promoters group who created the cooperative) The cooperative’s Articles of Accreditation must be signed by all the founding members, and attached to the application for accreditation. State the address of the cooperative as well as the name of the person designated as the provisional Secretary. Send documents to the Conseil québécois de coopération et de la mutualité (by mail or fax) to the following address: Conseil québécois de la coopération et de la mutualité Youth Co-op Accreditation 5955 Saint-Laurent St., Suite 204 Lévis, Québec G6V 3P5 Fax: 418 835-6322 The Youth Co-op Toolkit 10 85 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 86 86 Activity 10 Sample of Articles Articles of Accreditation 1. Corporate name Sleeping Woods Youth Co-op (Name of cooperative business) 2. Address 26, Unicorn Street, Montrec (Québec), H0H 0H0 (Head office) 3. Purpose of the cooperative Youth CO-OP x Scenario 1 or Scenario 2 based on the following cooperative model: x Workers cooperative Solidarity cooperative Consumer cooperative created to provide its members with: Pillows (Type of goods, service or employment) in the field of: production (Goods, production or employment sector) 4. Member territory or recruitment base: Montrec High School (Region, locality and/or group of individuals) 5. Collective Entrepreneurship Awareness and Promotion Officer supporting the project: Amélie Poulain (First and last name) 6. Entrepreneurship Awareness and Promotion Officer supporting the project: Peter Lambert (First and last name) Educational Toolkit for Cooperative Entrepreneurship 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 87 Activity 10 List of Founding Members Founding Members First and last Name Title Email Signature The Youth Co-op Toolkit 87 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 88 88 Activity 10 Sample Application and Notice to include with Articles of Accreditation Application and Notice We, the undersigned, founding members of the cooperative named herein, Sleeping Woods Youth Co-op (Name) apply to the Conseil québécois de la coopération et de la mutualité for the accreditation of this cooperative, and give notice that the person designated as provisional Secretary is: John Smith (Name) that the method and deadline for convening the Founding General Meeting are as follow: method : email (Telephone, email, post, etc.) deadline: 5 days (days before the meeting) that the head office address of the proposed cooperative is: 26, Unicorn Street, Montrec (Québec), H0H 0H0 (Address) Date : October 10, 2012 Signature: John Smith Educational Toolkit for Cooperative Entrepreneurship 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 89 89 Conclusion Over to you! You now have all the ingredients you need to launch your Youth Co-op project. It’s up to you to channel your imagination, style and energy into creating unique activities. Don’t forget to listen to your fellow members! In order to successfully complete your project, consult the assessment and management tools included in the Toolbox section of this guide. You can also contact your regional Collective Entrepreneurship Awareness and Promotion Officer for additional information or assistance. You will find a contact list for these officers at the end of the guide. In order to inform your community and other schools about your achievements, send a copy of your end-of-year report (a model can be found in the Toolbox section) to your partners, the local media and the Conseil québécois de la cooperation et de la mutualité. You should also begin to think about taking part in the recognition program known as La relève en action of the Fondation pour l’éducation à la coopération et la mutualité and the Fondation Desjardins and entering the Québec Entrepreneurship Contest. Send in a copy of your end-of-year report along with your contest entry. If you get any good local media coverage, be sure to also submit a copy! Best of luck with your project! The Youth Co-op Toolkit 001-JeuneCOOP_V3_*CCQ-01_JeuneCOOP_Part1.qxd 13-06-27 16:11 Page 90 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 91 91 Scenario 2 Ongoing Needs The Youth Co-op In many high schools, some services are either insufficient or non-existent. A group of individuals from the school (principal, teachers, and students) might dream about creating a business to meet the ongoing needs of the student community (student café, newspaper, etc.). Therefore it makes sense to launch a cooperative in a school setting, given the similarity of values between schools and collective businesses. Such endeavours also provide excellent opportunities to develop entrepreneurial projects that are fully aligned with the school’s teaching mission. The projects do not, however, generate enough profit to hire a paid employee to manage the business, which can be a fairly complex task. That is why it is not recommended that they be legally incorporated. Youth Co-op Scenario 2 is an educational guide designed for any group that wants to set up a small cooperative business in order to meet the specific needs of members of the student community. Educational purpose Managing a project based on democratic management practices entails acquiring skills related to Personal and Career Planning and Citizenship and Community Life. The Youth Co-op also integrates the cross-curricular competency of collaborating with others. Intended users of this toolkit The tools proposed in Scenario 2 of the Youth Co-op are intended for any group of promoters who would like to create a small cooperative business to meet the needs of the student community; these needs can be related to employment, services or products. The promoters There is no set rule defining who can be a promoter. The promoters may, for example, be a group from the student council or a teacher and a parent, and their goal might be to create a food services cooperative. Another group might consist of a teacher, who is responsible for individualized learning paths, and his or her students. This group may have already completed Youth Co-op Scenario 1 the year before and has now decided to take their entrepreneurial project further (for example, woodworking and sales). This kind of cooperative not only provides real-world experience in creating and managing a business but also answers the need for student employment (patronage dividends according to the number of hours worked). Creating a Youth Co-op There are four essential steps: 1. Breaking the Ice - to create a climate conducive to work 2. Learning cooperation - to help youth understand the concept of cooperation and its values. The success of the collective entrepreneurial project depends on them. This step enables the group to confirm the choice of the cooperative option. 3. Clarifying the democratic functioning of a cooperative - to understand the important rules and characteristics of cooperatives and the democratic functioning of a Youth Co-op. 4. Choosing a collective project – to commit to a project, plan and distribute tasks. The Youth Co-op Toolkit 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 92 92 2 Scenario Ongoing Needs Duration of a Youth Co-op project There is no limit. As long as the business adequately meets the needs of its members and it covers its costs, there is no reason to dissolve it. Choice of facilitator The Regional Collective Entrepreneurship Awareness and Promotion Officer, who has been specially trained, serves as a volunteer facilitator for all Youth Co-op projects. Where necessary, an external resource person from the business community may be invited to serve as facilitator. Such a person may be an Entrepreneurship Awareness and Promotion Officer, an employee or a board member from a local cooperative, or a retired professional of the co-op movement, etc. Choice of local resource person Any school staff member who helps students with their project: teacher, extracurricular activity facilitator, spiritual care and guidance and community involvement animator, special educator, special education professional, resource person specialized in entrepreneurship, guidance counselor, person responsible for the GOAL approach or any other staff member. Youth Co-op group accreditation Official accreditation is issued by the Conseil québécois de la cooperation et de la mutualité for all Youth Co-op projects using this method. These projects qualify under La Relève en action of the Fondation pour l’éducation à la coopération et à la mutualité and the Fondation Desjardins. They can also compete in the Quebec Entrepreneurship Contest and may receive funding as part of the Introduction to Entrepreneurship Measure (IEM) of the ministère de l’Éducation, du Loisir et du Sport. Awards are granted at special regional and national gala events. Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 93 93 Scenario 2 Summary Requirements A group of promoters who would like to create a cooperative business to respond to the permanent, ongoing need of a group or community (work, various supplies, nutrition, entertainment, product sales, etc.). Step 1-Breaking the Ice Activity 1: Find Someone Who… . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98 Activity 2: Birthday Lineup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101 ➤ Objectives: Help participants get to know one another. Create a favourable work environment. Understand participants’ expectations. Create working groups randomly. Step 2-Teaching Cooperation Activity 3: A Lesson from Nature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104 Activity 4: The X and Y Game . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107 ➤ Objectives: Understand and discover the advantages of cooperation Increase group awareness of the values of cooperation Confirm participants’ willingness to get involved in a collective project based on these values Step 3- Understanding the Democratic Functioning of a Cooperative Activity 5: Characteristics of a Cooperative . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116 ➤ Objective: As a group, agree on a definition of a cooperative business, and understand its rules. Activity 6: Broken Sentences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122 ➤ Objective: Discover or recall important characteristics of cooperatives Activity 7: The Democratic Functioning of a Cooperative . . . . . . . . . . . . . . . . . . . . . . . . . . . 131 ➤ Objective: Understand the democratic functioning of a cooperative and a Youth Coop. Step 4-Choosing a Collective Project Assessing local needs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144 Consulting the Governing Board . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147 Conducting a feasibility study . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148 The Youth Co-op Toolkit 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 94 94 2 Scenario Summary Step 5-Managing the Youth Co-op Activity 8: Roles and Responsibilities of Committees and Elected . . . . . . . Officers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154 ➤ Objectives: Understand the roles and responsibilities of each Committee and Officer. Help individuals choose which committee to sit on and generate interest in elections. Create a plan for the Youth Co-op. Business plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161 Step 6- Moving along with our Youth Co-op Articles and Bylaws . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Founding General Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . First Board Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Election of Committee Coordinators and General Coordinator . . . . . . . . . . . . . . . . . . . . . . Conclusion ............................................................................................ Educational Toolkit for Cooperative Entrepreneurship 164 176 177 180 183 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 95 95 Scenario 2 Activities to do according to participant roles Participants Promoters Group Board Members Working Members X X X X X X Step 3 – Democratic Process of a Cooperative Activity 5: Characteristics of a Cooperative Activity 6: Broken Sentences Activity 7: Democratic Functioning of a Cooperative X X X Step 4 – Choosing a Collective Project Assessing local needs Consulting the Governing Board Conducting a feasibility study X Business plan X Articles and bylaws (recruiting members) X Founding General Meeting X X X Activity Step 1 – Breaking the Ice Activity 1: Find Someone Who... Activity 2: Birthday Lineup Step 2 – Teaching cooperation Activity 3: A Lesson from Nature Activity 4: The X and Y Game Activity 8: Roles and responsibilities of elected officers next ➝ The Youth Co-op Toolkit 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 96 96 Activities to do according to participant roles Participants Activity Promoters Group First Board Meeting (election of officers) Election of Committee Coordinators and General Coordinator Educational Toolkit for Cooperative Entrepreneurship Board Members Working Members X X 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 97 Step 1 Breaking the Ice The Youth Co-op Toolkit 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 98 98 Activity 1 Find Someone Who...15 ➤ Objectives: Help participants get to know one another. Create a favourable work environment. Preparation Material for each person: Find Someone Who Task Sheet Cooperative context: Looking for someone Team size: Large group Activity Getting started Explain the activity to the students. Very often we know little about the people around us. This activity will help you become better acquainted with, and perhaps discover some hidden talents of, your fellow participants. Procedure Each person receives a chart which lists skills, abilities and characteristics. Participants must go around the class and question one another, one at a time, to identify a personal skill or characteristic listed on the chart. On identifying a personal skill or characteristic, participants sign their name in the corresponding square. You can ask each person only two questions. You cannot sign somebody else’s name. You must try to fill out the entire chart. You have 10 minutes to do so. Feedback Ask participants what they discovered about each other. Identify the skills or characteristics that the group will need to develop a collective project. Taking it a step further The facilitator can group the various items of the grid under the four functions listed on the Business Functions Skills Sheet and post them on big cardboard sheets. Everyone then fills in the sheets appropriately. The group will refer to this skill bank when creating the working committees. 15. Adapted by Cynthia Tanguay from an activity of the same title in Conseil québecois de la cooperation et de la mutualité, Ensemble vers la réussite: Démarche d’initiation à la coopération, (Lévis: Conseil québécois de la coopération et de la mutualité, 2003), 40-45. Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 99 Activity Find Someone Who… Task Sheet Likes to speak in public. Likes to meet new people. Likes to work with numbers. Is always on the move and prefers to be active rather than sitting down. Is good at drawing. Is a good mediator when two people have a conflict. Is able to create a budget. Is a good observer. Is good at finding information on the internet. Is able to recognize other people’s strengths. Is good in mathematics. Has multi-tasking abilities. Is meticulous about how things are presented. Is concerned about being fair when dividing tasks. Has well-structured class notes. Likes manual work. Is persuasive. Is sensitive to others. Pays attention to his/her expenses. Likes to understand how things work. Has good writing skills. Is a people person. Likes to put things in the right place. Is resourceful. Is creative. Has good listening skills. Is patient. Can stand pressure. The Youth Co-op Toolkit 1 99 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 100 100 Activity 1 Business Functions Skills Facilitator Sheet Marketing HUMAN RESOURCES ACCOUNTING PRODUCTION Likes to speak in public. Likes to meet new people. Is always on the move Likes to work with and prefers to be numbers. active rather than sitting down. Is good at drawing. Is a good mediator when two people have a conflict. Is able to create a budget. Is a good observer. Is good at finding information on internet. Is able to recognize other people’s strengths. Is good in mathematics. Has multi-tasking abilities. Is meticulous about how things are presented. Is concerned about being fair when dividing tasks. Has well-structured class notes. Likes manual work. Is persuasive. Is sensitive to others. Pays attention to his/her expenses. Likes to understand how things work. Has good writing skills. Is a people person. Likes to put things in their place. Is resourceful. Is creative. Has good listening skills. Is patient. Can stand pressure. Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 101 Activity Birthday Lineup ➤ Objectifves: Help participants get to know one another. Create a favourable work environment. Understand participants’ expectations. Create working group randomly. Preparation Cooperative context: Form a Line Team size: Large group Activity Getting started In order to get the group going, let participants introduce themselves and share their expectations. Ask them to stand in a straight line according to the day and month of their birth. Procedure Once participants have taken up their position, let them introduce themselves one at a time and explain their expectations for the cooperative project. The facilitator records the various comments on the board. To form working groups, start at the beginning of the line and make sure that each participant is in a group by counting the exact number you will need in each. Feedback Ask participants what they discovered about each other. It is important to keep the list of expectations for evaluation purposes during or at the end of the project. If the expectations are unrealistic, it is important to inform the group so as to avoid disappointment. The Youth Co-op Toolkit 2 101 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 102 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 103 Step 2 Teaching Cooperation The Youth Co-op Toolkit 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 104 104 Activity 3 A Lesson from Nature16 ➤ Objectives: Understand and discover the benefits of cooperative work. Increase group awareness of the values of cooperation. Ensure participants’ willingness to get involved in a collective project based on these values. Preparation Materials for each team: A Lesson from Nature Task Sheet Cardboard and markers Cooperative context: Roles: spokesperson/timekeeper, secretary Team size: Teams of two Large group Activity Getting started Discuss the factors of success or failure in team work. Note all positive factors and save them for future use. Emphasize the importance of working in groups, even with people who are not necessarily friends. Ask participants to think of times when they had to work with people not of their choosing. The examples can be taken from work or family experiences, or special interest groups, such as sports teams or clubs. Explain that this activity is an example of cooperation that occurs in nature. Procedure Individual task(s) Read the text “A Lesson from Nature.” On a sheet of paper, write down the three main concepts developed in the text. Team task (s) (teams of two) Share the notes you’ve made and agree on one common concept. The secretary records the common idea on a cardboard sheet. Large group task A spokesperson summarizes the main idea identified and writes it down on a board or flip chart. 16. Adapted from an activity in Conseil québécois de la coopération, Ensemble vers la réussite: Démarche d’initiation à la coopération, (Lévis: Conseil québécois de la coopération et de la mutualité, 2003), 18-21. Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 105 Activity A Lesson from Nature Feedback What important lessons can be learned from this example taken from nature that will help guide the group’s experience? Choose the consensus answers and post them in the room where Youth Co-op project activities are held. It will be interesting to compare the initial ideas with those that are finally chosen by the group. Taking it a Step Further Consensus ideas can be synthesized and re-expressed in simple sentences or slogans that describe the purpose of the Youth Co-op. The Youth Co-op Toolkit 3 105 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 106 106 Activity 3 A Lesson from Nature Task Sheet A Lesson from Nature17 Next fall, when you see geese heading south for winter in typical V formation, think of what science has discovered from observing the flying pattern of geese. With each flap of its wings, the goose produces a current of ascending air for the next goose in the line. By flying in a V formation, the flock can cover about 71% more distance than a goose flying solo. People who share a common goal can also reach their goal more quickly by working together. Every time a goose gets out of the formation, it faces increased wind resistance and quickly falls back into line in order to take full advantage of the efforts of its fellow geese. If we had as much common sense as geese, we would work with people who are headed in the same direction as we are. When the lead goose gets tired, it moves to the back of the flying formation and is replaced by another. It is important for all members of the group to take a turn at the more difficult tasks. Each goose honks orders to encourage the goose behind them, so that all the geese keep up the pace. If a goose gets tired or is wounded and has to land, two of its fellow geese will go along for protection. They will stay with the wounded goose until it is ready to fly again or dies, then they will fly off to rejoin their flock or find a new flock to join. If we had as much common sense, we wouldn’t hesitate to help each other out. In nature, teamwork is essential for survival. Think of all we could learn if we studied nature more closely. Questions Individual task Which three aspects of this story struck you the most? Team task (teams of two) What is the most important way to help a group function effectively? Write down a few points to support your answer. 17. Lorraine Dugas, “Une leçon de la nature,” Bulletin FECS no. 28 (February-March 1994). Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 107 Activity The X and Y Game18 ➤ Objectives: Understand and discover the benefits of cooperation. Increase group awareness of the values of cooperation. Ensure participants’ willingness to get involved in a collective project based on these values. Preparation Materials for each team Ballot X and Ballot Y Task Sheets Score Sheet Task Sheet Group size Four teams (minimum of three members per team) Group set-up The four teams will choose their respective places in the room at a distance that allows them to communicate with one another. Activity Getting started The facilitator must ensure that no one is familiar with the game. Those who are must act as observer or secretary, and not take part. The facilitator explains that the goal is to earn as many points (dollars) as possible. The game entails ten rounds of voting. For each round, each team must choose either X or Y. The facilitator must jot down the participants’ reactions. Procedure The facilitator creates four teams and arranges them as illustrated above. The facilitator distributes the tools. The Score Sheet is the only tool the teams can use to decide on a game strategy. The facilitator reviews the Score Sheet with the students, in order to show them the different possibilities. The only explanation the facilitator should give at this stage is that the goal is to “earn as many dollars as possible.” Repeat this sentence often in order to confuse the players as much as possible. next ➝ 18. Adaptation of the game “Gagnez autant que vous le pouvez,” Pierre Simon and Lucien Albert Les relations interpersonnelles: Une approche expérientielle en milieu laboratoire (Laval: Éditions Agence d’Arc, 1990). The Youth Co-op Toolkit 4 107 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 108 108 Activity 4 The X and Y Game The game entails ten rounds of voting. Before starting, the facilitator goes over the rules to follow. The first three rounds are individual rounds (each group chooses X or Y without any discussion with the other teams). The players on each team will have one minute to discuss the best strategy for earning as much money as possible. Each team holds up its card to display its choice, and the facilitator counts the number of X’s and Y’s. After each round, the facilitator records each team’s score on the board, and names those that earned or lost dollars, while restating the goal of the game. In so doing, the facilitator’s aim is to create confusion in order to prompt as much discussion as possible among the players. If there are any questions, the facilitator restates the goal and the first rule of the game, reminding players that this is the only information that can be given at this point. In round four, the facilitator adds a rule. The teams can then discuss a common game strategy. They have two minutes to decide on the number of X’s or Y’s to display for the round. The facilitator must guide discussion to ensure that ideas are shared and that everyone agrees on a strategy. The facilitator may also draw comparisons with discussions that take place during Board or Committee meetings. Once agreement has been reached, each team has one minute to define its strategy and accept or reject the agreement reached in order to win more dollars (goal of the game). All teams raise their cards at the same time. The facilitator counts the number of X’s and Y’s and records the points on the board. The game continues in the same way except in rounds five, eight and ten. In these special rounds an additional rule is given. The results are calculated as follows: round five (x 3), round eight (x 5) and round ten (x 10). Thus, if a team loses two points in round five, (x 3), it will in fact lose a total of six points! At the end of the ten rounds, the facilitator records on the chart each team’s results for each round, and the total results for each team adding a new column for each team’s overall results. Recap of game rules During individual rounds (1, 2, 3), discussion is allowed only among teammates. During group rounds (4, 5, 6, 7, 8, 9, 10), discussion with other teams is allowed before each team makes its choice. Each team has only one choice per round. All 10 rounds must be completed in less than 30 minutes. The facilitator must record each team’s choices on a chart that is clearly visible to all. Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 109 Activity The X and Y Game Example: Sample chart 1 2 3 4 5* 6 Team A -1 -2 2 3 3 … Team B -1 -2 -2 -1 3 … Team C -1 2 2 -1 3 … Team D -1 2 -2 -1 -9 … 7 8* 9 10* The facilitator should only add one more column and row at the end of all ten rounds to calculate the results. 1 2 3 4 5* 6 7 8* 9 10* Total Team A -1 -2 2 3 3 … 22 Team B -1 -2 -2 -1 3 … -2 Team C -1 2 2 -1 3 … -15 Team D -1 2 -2 -1 -9 … -34 Final Result -4 0 0 0 0 … -29 The Youth Co-op Toolkit 4 109 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 110 110 Activity 4 The X and Y Game Feedback Based on the final results and the comments noted during the game, the facilitator initiates a group discussion with the participants. Here are some sample conclusions. The 4 Y’s option is the only choice that will allow everyone to score and get richer over the course of the game. If this principle is followed throughout the game, each team should earn 25 points and have an overall total of 100. With this option four teams earn money, not just one. We are often tempted to act alone in order to be the “only real winner,” and as a result get into competition with others, diminishing our chances of success. Each player is in it for “me” rather than for “the team.” (This is evident in rounds 1, 2, 3.) Winning at all cost and the desire for gain can make us forget certain values, such as respect for one’s word, mutual aid and helping others in difficulty. Each team has only one true goal: get rich as quickly as possible, even at the expense (or impoverishment) of others. But who really wins? If agreements have been honoured, bravo! You have just learned the strengths, values and advantages of cooperation, as the overall team results will show. Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 111 Activity Task Sheet Ballot X The Youth Co-op Toolkit 4 111 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 112 112 Activity 4 Task Sheet Ballot Y Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 113 Activity Score Sheet Task Sheet For 4 teams: Points (dollars) 4X Each team loses 1 point 3X 1Y Each X earns 1 point The Y team loses 3 points 2X 2Y Each X earns 2 points The Y team loses 2 points 1X 3Y Each X earns 3 points The Y team loses 1 point 4Y Each team earns 1 point The Youth Co-op Toolkit 4 113 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 114 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 115 Step 3 Democratic Functioning of a Cooperative The Youth Co-op Toolkit 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 116 116 Activity 5 Characteristics of a Cooperative19 ➤ Objective: Agree, as a group, on a definition of a cooperative business and understand its rules. Preparation Materials for each team Unity in Diversity Task Sheet – distributed according to the number of teammates Comparison Chart Task Sheet Four markers of different colours for each team Cooperative context Collective Graffiti Roles: timekeeper, spokesperson, secretary Group size Teams of four Activity Getting started A group of students has set a fundraising goal for a project. To organize the task of the Youth Co-op the facilitator recaps the characteristics that the group identified (in “A Lesson from Nature”). The facilitator then initiates a discussion centered on the students’ perceptions of the operation of a cooperative business and the rules that apply to it. This activity is designed to reinforce their previous knowledge. Procedure Each team member chooses a different coloured marker. Using the Collective Graffiti Task Sheet placed in the centre of their table, each team member is asked to write down what s/he knows or thinks about cooperative businesses (rules, distinctive features, etc.). The facilitator will allow a certain amount of time for the players to complete the task and will ask the timekeeper to inform players when the time is up. The members of the team then share and compare their ideas. The discussion should help the team arrive at a common definition of a cooperative business. This definition is then recorded on the sheet in the appropriate circle. Each team member signs the sheet with the definition. The spokesperson for each team writes the team’s definition on the board. 19. Adapted from an activity conducted by Isabelle Boivin as part of the Microprogramme en apprentissage coopératif et complexe, Université de Sherbrooke, 2003. Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 117 Activity Characteristics of a Cooperative Feedback Each team fills out the comparison chart. This will help students formulate their perceptions into cooperative rules. The facilitator then makes corrections, using the answer sheet and, where necessary, completes the information using the Theoretical Summary. The Youth Co-op Toolkit 5 117 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 118 118 Activity 5 Theoretical Summary20 A cooperative is a business It is an economic unit established for purposes of production, distribution or sales. Like any other business, it requires money, raw materials and know-how. In order to survive and grow, it must be profitable and generate more income than expenses. It engages in marketing, accounting and other related administrative activities to function properly (like any other business). But a cooperative is also different from other businesses! It is a collective business. It includes you, me and all of us! A cooperative is a collective business and belongs to all its members. It is a democratic business. One member, one vote! A cooperative exists to serve its members, because they control it. It is a business that is fair to all its members. The cooperative respects the principle of equitable sharing of profits between the members (patronage dividends). Each member is entitled to his/her share of the patronage dividends, in relation to the services used or the hours worked. In the case of a Youth Co-op, the dividends may be collective and assigned to the group as a whole in order to carry out a common project. It is a business that promotes the development of individuals and of the local community. One of the fundamental commitments of all cooperatives is to contribute financially to improve the community which it serves. For example, members of a Youth Co-op might be willing to put 5 percent of their profits toward the development of future Youth Co-ops in their school. It might be useful to cite the example of a Caisse Desjardins or a student-run cooperative. However, the notion of redistributing patronage dividends is different for the Caisse Desjardins compared to student cooperatives. School-based cooperatives distribute the patronage dividends at source as purchase discounts whereas Desjardins distributes it at the end of the fiscal year. 20. Based on Fédération des coopératives québécoises en milieu scolaire, Guide d’élaboration d’un plan d’éducation coopérative à l’attention des coopératives en milieu scolaire (Anjou: Fédération des coopératives québécoises en milieu scolaire, 2002). Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 119 Activity Unity in Diversity Task Sheet Note: A larger format sheet (approximately 60 cm X 90 cm) is recommended. The Youth Co-op Toolkit 5 119 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 120 120 Activity 5 Comparison Chart21 Task Sheet Factors for comparison Business Corporation Cooperative Non-Profit Organization Who are the owners? What is the purpose of the business? Who makes decisions? What are the rules of procedure? What is surplus income (after expenses) called? To whom do they belong? How are they distributed? In what form? 21. Adapted from CDR-Région de Québec, Séminaire de formation des administrateurs de coopératives (Québec: CDRRégion de Québec, March 1993), 10. Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 121 Activity Comparison Chart22 Answer Sheet Factors for comparison Business Corporation Cooperative Non-Profit Organization23 Who are the owners? Shareholders Members No owners What is the purpose of the business? Maximize dividends Answer the needs of members (maximize cooperative advantage) Answer needs of its members and the community Who makes decisions? Shareholders, members (General Meeting and Board of Directors) Members (General Meeting and Board of Directors) Members (General Meeting and Board of Directors) What are the rules of procedure? 1 share = 1 vote 100 shares = 100 votes 1 member = 1 vote24 1 member = 1 vote unless otherwise, specified in the rules of procedure. What is surplus income Dividends (after expenses) called? Surplus earnings Surplus earnings To whom do they belong? Shareholders Members Members have no rights on surplus earnings How are they distributed? Proportional to shares (bigger shareholders earn bigger dividends) Proportional to services used (the more services a member uses, the greater his/her share in surplus earnings) Surplus earnings are not distributed In what form? Dividend Patronage dividends N/A Note: It is recommended to place this chart somewhere in the classroom after completing the activity. 22. Adapted from CDR-Région de Québec, Séminaire de formation des administrateurs de coopératives (Québec: CDRRégion de Québec, March 1993), 10. 23. Adapted from Ministère des finances, de l’économie et de la recherche, “Annexe 2: Tableau comparatif: coopérative, compagnie et organisme à but non lucratif (OBNL)” in Horizon 2005: Politique de développement des coopératives: La coopération tout le monde y gagne!, (Québec: Ministère des finances, de l’économie et de la recherche, 2003), 56-59. 24. The primacy of the person over capital is expressed in the rules concerning decision making, the purpose of the business and the sharing of results. The Youth Co-op Toolkit 5 121 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 122 122 Activity 6 Broken Sentences25 ➤ Objective: Discover or recall important characteristics of cooperatives. Preparation Materials for each team Sentences: Print out each sentence on different colour paper (sentence 1, blue; sentence 2, orange; etc.) and cut the sentences in pieces (version 1 and 2). Answer Sheet (version 2) Cooperative context Puzzle Roles: secretary, spokesperson, tools manager, facilitator (version 2 only) Group size Version 1: large group Version 2: teams of four (home group) Activity Procedure Version 1: Give each participant part of a sentence. Participants must find the person with the same colour paper and rebuild the sentence by placing themselves in the right order. Each person keeps their piece of the sentence; the participants change places. Version 2: The person in charge of the materials takes an envelope for their team and distributes pieces to teammates. Each member must place (or displace) his/her piece of the sentence. Once the sentence has been reconstructed, and then checked by the facilitator, the team explains in its own words what the sentence means (on the team’s answer sheet). Feedback Version 1: Read each sentence, explain or give examples if necessary. Version 2: Each spokesperson presents their teams’ sentence and explains it to the rest of the class. 25. Created by Cynthia Tanguay, Collective Entrepreneurship Awareness and Promotion Officer, Fédération québécoise des coopératives en milieu scolaire, 2005. Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 123 Activity saving money. with a goal of making a profit or is to sell a product or offer a service A cooperative is a business: its goal Answer Sheet for the Facilitator The Youth Co-op Toolkit 6 123 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 124 124 Activity 6 Educational Toolkit for Cooperative Entrepreneurship needs and economic needs. members who share common social A cooperative is an association of Answer Sheet for the Facilitator 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 125 Activity usually consumers or producers. Members of a Cooperative are Answer Sheet for the Facilitator The Youth Co-op Toolkit 6 125 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 126 126 Activity 6 because it belongs to its members. A cooperative is a collective business Answer Sheet for the Facilitator Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 127 Activity among the members. Its resources are shared A cooperative is a fair business. Answer Sheet for the Facilitator The Youth Co-op Toolkit 6 127 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 128 128 Activity 6 Educational Toolkit for Cooperative Entrepreneurship involved in the decision-making process. business because all the members are A cooperative is a democratic Answer Sheet for the Facilitator 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 129 Activity Answer Sheet for the Team Teammates’ names: Our sentence is: It means: The Youth Co-op Toolkit 6 129 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 130 130 Activity 6 Answer Sheet for the Facilitator A cooperative is a business: its goal is to sell a product or offer a service with a goal of making a profit or saving money. A cooperative is an association of members who share common social needs and economic needs. Members of a cooperative are usually consumers or producers. A cooperative is a collective business because it belongs to its members. A cooperative is a fair business. Its resources are shared among the members. A cooperative is a democratic business because all the members are involved in the decision-making process. Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 131 Activity The Democratic Functioning of a Cooperative26 ➤ Objective: Understand the democratic functioning of a cooperative and a Youth Co-op. Preparation Materials for the facilitator Organization Chart Facilitator Sheet The Youth Co-op Cooperative Triangle Facilitator Sheet Facilitator Answer Sheet Types of Cooperatives Facilitator Sheet Materials for each team One clue per team Key Words Task Sheet Cooperative context Puzzle Discussion Roles: spokesperson, timekeeper Group size Six teams Activity Getting Started Each team receives one clue and six key words. Participants are given a fixed amount of time to do the exercise, and the timekeeper ensures compliance. Procedure Team members try to guess the key word that corresponds to the clue they’ve been given. They then agree on where to place the key word in the organization chart. Large group Each team takes a turn at sending its spokesperson to place the key word in the organization chart and to justify its choice. 26. dapted by Dominique Blais, Cooperative Entrepreneurship Promotion and Awareness Officer, Coopérative de développement régional Bas-Saint-Laurent–Côte-Nord, 2006, from an activity created by Isabelle Boivin as part of the Microprogramme en apprentissage coopératif et instruction complexe, Université de Sherbooke, 2003. The Youth Co-op Toolkit 7 131 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 132 132 Activity 7 The Democratic Functioning of a Cooperative Feedback The facilitator elicits a discussion with the members of the group, checks the accuracy of the answers given, and gives additional information about the roles and responsibilities of all members, emphasizing the importance of respecting them in order to maximize the democratic functioning of the cooperative. The facilitator then introduces The Youth Co-op Cooperative Triangle depicting the dual structure of the cooperative. Taking it a Step Further To provide participants with a clearer understanding of how a co-op works, it might be a good idea to invite a co-op representative from the community to speak to the members of the Youth Co-op. The facilitator supports the members of the group in their work and can also contact the local Entrepreneurship Awareness and Promotion Officer. Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 133 Activity Key Words Task Sheet Association General Meeting of Members Business Board of Directors Management Employees The Youth Co-op Toolkit 7 133 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 134 134 Activity 7 Clues Task Sheet Clue # 1 This level indicates how members can participate by exercising their rights as members or elected representatives of members (general meeting, board, committee, etc.). Clue # 2 This aspect of the cooperative indicates the roles assigned to management, administrative divisions (accounting, marketing, production and human resources) and employees of the cooperative. Clue # 3 This part of the cooperative decides on major orientations and establishes the operating rules. Clue # 4 This section comprises a fixed number of members as determined by the bylaws. It includes the Directors who are elected at the General Meeting. The members cannot exercise the powers exclusively reserved for this authority and vice-versa. This section ensures that the business serves the best interests of its owners, the members. It has full power over administrative operations. Clue # 5 Reporting directly to the Board of Directors, this person carries out management tasks, applies the guidelines established by the Board of Directors and is responsible for daily operations. This person’s duties and authority are defined by the bylaws and adopted at the General Meeting or by the Board of Directors. Clue # 6 This group of individuals performs the tasks assigned to them by management. They are paid (or volunteers) directly involved in the cooperative’s operations. Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 135 Activity Facilitator Sheet: Organization Chart of a Cooperative elects serves VOLUNTEERING hires OPERATING hires Note: This chart may be enlarged and displayed on wall or board. The Youth Co-op Toolkit 7 135 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 136 136 Activity 7 Facilitator Answer Sheet Clue #1: The Association Clue #2: The Business Clue #3: The Members Clue #4: The Board of Directors Clue #5: The Management Clue #6: The Employees THE ASSOCIATION The members serves elects VOLUNTEERING The board of directors hires OPERATING The employees hires BUSINESS Educational Toolkit for Cooperative Entrepreneurship The management 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 137 Activity 7 Facilitator Sheet: The Youth Co-op Cooperative Triangle Based on a Workers Cooperative Association Members = Directors Decide on direction of project and adjustments to be made over course of project (Elected Officers: President and Vice-Presidents) Committees Workers-Volunteers Organize business activities based on group orientations Perform tasks established by different committees Committees: Marketing, Accounting, Human Resources, Production (All members of the Youth Co-op) Business Double structure and triple status The facilitator explains that each participant is not only a member, director and workervolunteer but all of these at once. As a director, the member decides on orientations and elects the officers, but s/he is also part of the business structure since s/he works on a committee and performs assigned tasks. The Youth Co-op Toolkit 137 Educational Toolkit for Cooperative Entrepreneurship Business Consists of working members, including a Coordinator elected by working members for each committee (Marketing, Accounting, Human Resources and Production) Committees (organization) Members-volunteers Carry out work Working member elected by workers and approved by Board of Directors General Coordinator Consists of every type of member to be elected in numbers set out in by-laws Activity Working members User members Supporting members Board of Directors 138 General Meeting of the Members Association 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 138 7 Facilitator Sheet: Youth Co-op Based on the Consumer Cooperative Model Appointment of Coordinator for each committee by General Coordinator and approval by Board of Directors Committees (organization) Non-members of the cooperative Workers-volunteers Consumer members Business General Meeting of the Members Association Appointed by Board of Directors and becomes a worker in the cooperative General Coordinator Consists of elected consumer members, including four officers: President, Vice-President, Secretary and Treasurer Board of Directors 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 139 Activity Facilitator Sheet: Youth Co-op Based on the Consumer Cooperative Model The Youth Co-op Toolkit 7 139 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:13 Page 140 140 Activity 7 Types of Cooperatives Facilitator Sheet27 There are five types of cooperatives: Worker Cooperatives Consumer Cooperatives Solidarity Cooperatives Producer Cooperatives Employee-Shareholder Cooperatives Worker Cooperatives In this type of cooperative, workers are both employees and collective owners. They ensure proper functioning of the business by participating in decision making and management. The main purpose of a worker cooperative is to create employment for its members. Worker cooperatives exist in areas such as forestry, ambulance service, transportation and factories. For example, Youth Service Cooperatives (YSC) are worker cooperatives created by young people 14–17 years old that provide services to the community during the summer. Consumer Cooperatives These cooperatives provide goods and services to their members for their own use. They exist in sectors such as food, housing, school supplies, cable television and funeral services. For example, school-based cooperatives, grouped under the Coopsco banner and present in most colleges and universities, offer a large range of products and services: books, school supplies, computers, clothing, sport supplies, food, etc. Solidarity Cooperatives Solidarity cooperatives have both consumer members and worker members. They can also have support members – any party interested in the goals of the cooperative. Solidarity cooperatives exist in home-help sectors, professional and business services, and proximity services (grocery stores, gas stations, restaurants) in rural and semi-rural areas. For example, L’Échappée bleue, a network of lodgings around the Véloroute des Bleuets, is a solidarity cooperative working in the sustainable tourism sector. 27. Adapted from Ministère du développement économique, de l’innovation et de L’exportation, “Quelles sont les catégories de coopératives?”, Ministère du Développement économique, de l’Innovation et de l’Exportation (November 30, 2005) www.mdeie.gouv.qc.ca/page/web/portail/fr/entreprises/service.prt?svcid=PAGE_GENERIQUE_CATEGORIES25&iddoc =45682 Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 141 Activity Producer Cooperatives In these cooperatives, producers join forces to benefit from the economic advantage of buying products and services that are useful for their profession or their business. Producer cooperatives exist in various areas, such as the agri sector, taxi industry and in professional and business services. Yoplait Tubes, now a household snack, is an example of product produced by an agrisector cooperative. Employee-Shareholder Cooperatives An employee-shareholder cooperative is a company whose employees acquire equity in the company. Such cooperatives exist in the manufacturing, computer, and multimedia sectors, for example. The Coopérative des travailleurs actionnaires d’Ambulance de l’Estrie (CTAAE) is an example of an employee-shareholder cooperative. The Youth Co-op Toolkit 7 141 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 142 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 143 Step 4 Choosing a Collective Project The Youth Co-op Toolkit 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 144 144 Assessing Local Needs The purpose of this step is to help students come up with ideas for products or services their business could offer, which they will later test and validate. It is a three-step process: Individual reflection Group idea sharing Discussion and decision on products or services Individual Reflection In your school... In your opinion, what student needs could your project meet? Students need: Students would like to have: In your opinion, what teacher needs could your project meet? Teachers need: Teachers would like to have: In your opinion, what employee needs could your project meet? School employees need: Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 145 145 Assessing Local Needs School employees would like to have: In your opinion, what parent needs could your project meet? Parents need: Parents would like to have: Among services currently offered at the school are there any improvements that need to be made for students, teachers, employees or parents (for example in relation to food, studies, the library, extra-curricular activities, transportation, the dress code, materials, information, delivery)? Do you think new services are needed? In your neighbourhood, town or city... Do you know any organizations (e.g., municipal leisure centres, social clubs, groups, youth centres, retirement residences, local elementary schools, etc.) in your area that could use your services? Are there any natural resources (e.g., foods, plants, forests, crops, etc.) in your area that could be promoted? Are there products that can be recycled? Are there shortages of products or services (e.g., transportation, cleaning, food, delivery, leisure, information, etc.) in your area? The Youth Co-op Toolkit 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 146 146 Assessing Local Needs Idea Sharing Make a list of the ideas that came up during the individual reflection. Unanswered needs Potential products or services Potential clients Discussion and Decision Eliminate the needs that your business cannot fulfill for any of the following reasons: The special training required to offer the service or product is not available. Special equipment, required to produce the product or service, is not available. he potential goods or services under consideration are strictly regulated (e.g., safety rules and consumer standards for toys, Canadian Standards Association norms for electronic components, licensing from the ministère de l’Agriculture, des Pêcheries et de l’Alimentation du Québec for food processing, etc.). If you have doubts, resolve them before moving forward! Submit the ideas that receive the highest number of votes to the Governing Board for consultation, and retain them for a feasibility study. A meeting with the Governing Board should be scheduled far enough in advance, as it only meets once a month on average, and your Youth Co-op project might be needlessly delayed. Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 147 147 Consulting the Governing Board The purpose of this step is two-fold. First, it is designed to help you benefit from the Governing Board members’ knowledge as you search for potential products and services; second, to seek the Board’s opinion on which ideas are the most promising. During a meeting of the Governing Board, the students and their facilitator will consult the members of Board and hear their views. There are three steps to this process: Hold a moderated meeting with the members of the Governing Board. Consult with the Board on the potential options retained by the students. Identify the options that the Board will support. The promoters group should attend the Board meeting. However, this may not always be possible for various reasons. Therefore, members of the promoters group should delegate representatives for this process. The moderators for this meeting should be two representatives of the promoters group, including at least one student representative. Suggested format for consultation Explain context Introduce promoters group Present the entrepreneurial development approach used by the promoters group (Youth Co-op with support from a professional from the Quebec cooperative movement) Explain achievements accomplished to date (Summarize the main points of the individual reflection, idea sharing and project selection steps) State what you are seeking from Board members (Impressions and discussions regarding ideas for business projects, ways to improve these ideas or suggestions, support for the business project and procedures) Preparation is very important in this phase. Giving the Governing Board a handout that summarizes the project might be the best way to succeed. It can also be used as speaking notes for the students who are giving the presentation. The Youth Co-op Toolkit 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 148 148 Feasibility Study Following the meeting with the Board members, there will still be three or four business projects up for consideration. But which one should you choose? Conducting a feasibility study will help you make a decision. There are four steps to the feasibility study: Create a group of two or three members for each potential project under consideration. Conduct a feasibility study for potential project. Share the results of the studies. Choose one or two products or services for the business project. The next few pages will guide you through these steps. Feasibility study: used to confirm the availability of financial and material resources needed to complete the project and to assess the degree of commitment required from participants. In other words: Will your efforts be worthwhile? Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 149 149 Feasibility Study Before beginning the feasibility study, consult the marketing tool entitled Useful Information on pages 272 to 274 of the Toolbox. Potential product or service: Description of product or service Describe the characteristics of the potential service or product: What will we sell to our clients? What advantages do we offer compared to the competition (better quality, price, service, etc.)? Description of target clients What client needs will we meet? What kind of clients will most likely use or buy our product or service (girls, boys, youth, the elderly, people living close to the school, those living farther away, those who eat lunch at school, those with lots of money, or those with little money, etc.)? What are their buying habits? Where do they shop for goods and services? How often? What might convince them to change suppliers? What advantages will they get from using our products or services? What would be an incentive for them to switch to our product or service? Description of market To complete this step, review the sample market study that is included in the marketing tools on pages 275 to 277 of the Toolbox section. By surveying a broad range of people, you will be able to find out whether or not they buy and use products similar to the ones you intend to offer. You will also be able to categorize consumers (i.e., find out their preferences regarding the product, price, place of distribution, etc.). This will help you ascertain what potential consumers are looking for when they buy these types of products or services. You will be in a position to estimate the number of potential clients in your market and the price they would be willing to pay for your product or service. The Youth Co-op Toolkit 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 150 150 Feasibility Study Summary of questions and elements to include in the market study: Is there a need to be filled? How is the need being met now? Will product X (your product or service) help meet this need? Would the potential customer be interested in this product or service? (List the competitive advantages of your product or service and the range of choices. This will allow you to create a scale of values for each characteristic.) General information about the potential consumer (person or company), including age, occupation, location of residence, etc. Description of competition Who currently offers similar services or products to your future clients? Name Place Strengths Weaknesses 1. 2. 3. Description of resources required for production What skills are needed to produce this product or service? Does your team have these skills? If not, can you be quickly trained? Do you have the equipment required to offer the product or service? (Space, computers, machines, supplies, etc.) If not, can it be acquired at no cost, low cost or through some form of sponsorship? Where? Where will you obtain the raw materials needed for production? Who are your potential suppliers? How much do the raw materials cost? Do you have access, in your school or community, to recycled materials that you can use to reduce supply costs? Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 151 151 Feasibility Study Summary of Feasibility Study and Overall Analysis of Product or Service Choice The chart below will help you quickly summarize the results of your feasibility study to share them with the other group members. Remember that the purpose of the feasibility study is to measure the potential of the product or service and not to prove to the others that your product is the best one. The point is to give the group the information it needs to choose the best business project. In light of the information gathered w ly l t al little lot edingot kno a t A xce o n No A E D Our product or service is: . Does the product or service meet the needs of our target clients? Our target clients are: . Would the target clients be ready to pay for our product or service? Our market is: . Are there enough potential clients in our market to maintain the production of our business project? Our competition is: . Does our product or service offer enough advantages to our target clients compared to the competition? The resources required are: . Are the resources required for the production of our product or service available and easily accessible to us? The Youth Co-op Toolkit Comments 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 152 152 Feasibility Study Evaluation of Business Opportunity for Each Project under Consideration Use the following grid to present the results of each feasibility study. Individually, every group member must fill out the grid to assess the results of each project. After every group has presented the results of their study, the members will discuss each project under consideration. Following the discussion, the final project choice can be made by way of consensus or vote. For each of the following criteria, indicate a score of 1 (not at all), 2 (somewhat), 3 (a lot) or 4 (totally) for each product presented. Criteria Product or service A product or service that meets a need A target clientele willing to pay A sufficient market A product or service that is different from the competition’s The project we choose is: Educational Toolkit for Cooperative Entrepreneurship Available resources 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 153 Step 5 Managing the Youth Co-op 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 154 154 Activity 8 Roles and Responsibilities of Committees and Elected Officers ➤ Objectives: Understand the roles and responsibilities of each committee and officer. Help individuals choose which committee to sit on and generate interest in elections. Create a plan for the Youth Co-op. Preparation Materials Board Members Collective Graffiti Task Sheet Committees Collective Graffiti Task Sheet Four markers of different colours for each team Fun Tack Scissors Cooperative contexts Collective Graffiti Roles: timekeeper, task manager, materials manager, spokesperson Group size Getting started Activity Getting started Once students have learned about the major democratic groups that constitute a cooperative, the facilitator explains the importance of understanding the roles and responsibilities of each group, since groups are interdependent. Ask students to share what they know on this subject (reinforcing previous lessons). Procedure The facilitator forms groups and assigns roles. Each team receives either a Board Members or Committees graffiti. The teams will swap graffiti during the activity. The facilitator sets a time limit to complete the task. Each participant chooses a different coloured marker and answers the question facing him/her on the graffiti sheet. When the time is up or when all the participants are done, the task manager rotates the graffiti one- quarter turn. Individually, participants read the answers to the new question in front of them, initial those they agree with and add their own answers. Repeat the process for all four questions. Then, teams swap graffiti and answer the second set of questions. Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 155 Activity Roles and Responsibilities of Committees and Elected Officers Feedback Team members share the answer(s) that were initialed by at least three people. Members circle those answers and cut the graffiti into four. The spokespersons present the circled elements for each question to the entire group and post them on the wall. The facilitator completes the information with the answer sheet. Participants may ask questions to clarify certain aspects. Participants then choose their working committee. According to the number of participants, two methods can be used. If there are many participants, the facilitator designates a corner of the room for each committee and asks the participants to go to the corner corresponding to their chosen committee. If there are few participants, a simple discussion, going around the table, might be sufficient to group participants into committees. If it is impossible to create four committees, the Production Committee should be merged with the Human Resources Committee. Use the schedule sheet to plan the tasks of each committee. The schedule should be updated on a regular basis taking into account unforeseen events and adjustments. This activity will make it easier for Officers to proceed with the election of members of the Board during the first meeting because the working members (in the case of a solidarity Youth Co-op) will understand the limits of their respective responsibilities. Taking it a Step Further Inviting experts in each field (accounting, marketing, human resources, production) to come meet the participants of the Youth Co-op is strongly recommended. Ideally, experts should be working in a local cooperative. They will not only be role models for the young entrepreneurs but also form a natural network of expertise and support. The facilitator is there to support the group in its networking efforts and can seek help from the local Entrepreneurship Awareness and Promotion Officer. The Youth Co-op Toolkit 8 155 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 156 156 Activity 8 What are the roles and responsibilities of the Youth Co-op Secretary? What are the roles and responsibilities of the Youth Co-op President? What are the roles and responsibilities of the Youth Co-op Vice-President? What are the roles and responsibilities of the Youth Co-op Treasurer? Board Members Collective Graffiti Task Sheet Note: We recommend that you use a larger sheet (approximately 60 cm X 90 cm). Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 157 Activity What are the roles and responsibilities of the Youth Co-op Marketing Committee? What are the roles and responsibilities of the Youth Co-op Human Resources Committee? What are the roles and responsibilities of the Youth Co-op Accounting Committee? What are the roles and responsibilities of the Youth Co-op Production Committee? Committees Collective Graffiti Task Sheet Note: We recommend that you use a larger sheet (approximately 60 cm X 90 cm). The Youth Co-op Toolkit 8 157 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 158 158 Activity 8 Answer Sheet for the Facilitator President Ensures that decisions made in General Meetings and by the Board of Directors are executed Ensures the enforcement of bylaws Signs official documents of the Youth Co-op Is the official spokesperson for the Youth Co-op Chairs General Meetings and Board of Directors Meetings Co-signs cheques with the Treasurer Vice-President Chairs General Meetings and Board of Directors Meetings in the President’s absence Is jointly responsible for project management with the President Replaces the President when needed Secretary Writes minutes of General Meetings and Board of Directors Meetings Prepares the agenda for meetings Keeps important documents (articles and bylaws, member registry, minutes, etc.) in a binder for the Youth Co-op Convenes meetings (General Meeting and Board of Directors Meetings) and sends notices to members Treasurer Prepares Youth Co-op budget forecasts in conjunction with the Accounting Committee Prepares financial statements and balance sheets regularly (with other workers who may be assigned to bookkeeping) Follows up on income and expenses Oversees accounting and bookkeeping Co-signs cheques with the President Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 159 Activity Answer Sheet for the Facilitator Accounting Committee Keeps track of income and expenses Prepares budget forecasts Is responsible for accounting and bookkeeping Prepares financial statements Determines a break-even point and sales prices (in conjunction with the Marketing and Production Committees) Marketing Committee Promotes and advertises a product or service Looks for sponsors Creates and conducts a market study Develops marketing strategies (packaging, etc.) Provides co-op members with sales training Organizes official launch of the product or the co-op (if applicable) Manages local media relations Gives sales training to co-op members Assesses and stimulates sales Human Resources Committee Manages conflicts and complaints Keeps attendance records Produces schedules of attendance at sales or production events Is in charge of safety in the workplace Production Committee Organizes production tasks Develops a production method Is responsible for quality control of the product or service Plans the production period Produces a prototype Sets cost of production or service Trains members in production or service procedures Note: A responsibility can touch many committees. The Youth Co-op Toolkit 8 159 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 160 160 Activity 8 Schedule Our committee is: Members of our committee are: Tasks Person in charge Educational Toolkit for Cooperative Entrepreneurship Due date 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 161 161 Business Plan The feasibility study, prepared by the promoters to help them choose a business project, is the point of departure for the Business Plan. The Business Plan is prepared by the team of coordinators responsible for Youth Co-op operations. The team consists of the General Coordinator and the Committee Coordinators, who are assisted by the members of their respective committees. Once drafted, the Business Plan must be submitted to the Board of Directors for approval. The Business Plan is used to plan business operations and to launch the project in a way that is structured and approved. The Business Plan can be short and concise. The following guide is exhaustive; not all elements need to be included in your Business Plan. This is a list of suggested elements of a Business Plan: Presentation page: This page serves as an introduction and should mention the Youth co-op’s name, address and type (consumer, worker or solidarity). Project description: The project description should indicate your target market and project objectives. Place of business: This refers to the physical place where the business operates (name of the school, the city and any other sites where the business will operate from). Description of product or service: This section details the product or service (materials used, colours, shapes, etc.) as well as all production stages. This section is to be completed by the Production Committee. Community benefits: The Business Plan should clearly describe how the project will benefit the community. Explain how the project will generate positive results for the school or neighbourhood (e.g., better access to products for students, improved quality of life for teenagers, etc.) Introduction of promoters: To introduce the promoters, you can include a description of the group as a whole. Give the number and age of Youth Co-op members, information about the neighbourhood and school, a list of all members with their titles and resumés (in appendix). This section is to be completed by the Human Resources Committee. Project partners: It is very important to identify the project partners (the local grocer who helps with the sale of your products, businesses that lend you equipment, sponsors, advisers and the companies they work for, etc.). The Youth Co-op Toolkit 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 162 162 Business Plan Marketing plan: You may include the results of your market study, a description of your competitive advantages and outline of your pricing strategy, as well as the distribution points and methods you will use to promote the product or service. You can submit a model of your ads and flyers, or your slogan. This section is to be completed by the Marketing Committee. Production organization: This summarizes how production of the product or service will be organized. Who will supervise production? Which members of the Youth Coop will take part in production? Where will you get your raw materials? What are the costs for materials and production? What are the steps used for production planning? This part of the plan should also include production forecasts and deadlines. This section is to be completed by the Production Committee. Financial forecasts: Cash flow budget forecasts help you establish your needs in terms of short-term liquidity. These forecasts are usually made for each month, but for the Youth Co-op, quarterly forecasts are sufficient. The cash flow forecasts should indicate all income (subsidies, sales profits) and expenses (raw materials, etc.). The profit and loss statement shows the financial results of Youth Co-op activities for the period of one year. It shows the ratio of income to expenses. This enables members of the Youth Co-op to compare incomes and expenses. The balance sheet provides the financial status of the Youth Co-op at a given time. It shows Youth Co-op’s assets, liabilities and equity. The assets are the sum of all the Youth Co-op’s resources (money deposited, accounts receivable). The liabilities are the sum of the Youth Co-op’s debts. This section is to be completed by the Accounting Committee. Appendix: Articles and bylaws, as well as the promoters’ resumés should be appended to the Business Plan. You can also attach photos of your products, a copy of the questionnaire used in the market study or any other relevant information. Provide each working committee with a copy of all the management tools available here, in order to assist them with their section of the Business Plan. Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 163 Step 6 Moving along with our Youth Co-op The Youth Co-op Toolkit 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 164 164 Articles and Bylaws The articles of a Youth Co-op Objectives Help young people acquire an understanding of how the Youth Co-op operates. Develop the articles and bylaws of the Youth Co-op. Fill in the official accreditation application form for the Youth Co-op. Procedure Draft the articles with the promoters group. The facilitator will support the group in this exercise and may refer to the local Entrepreneurship Awareness and Promotion Officer. Components and definition of articles The members Members of a cooperative are individuals with shared economic and social needs who unite to operate a co-op business in order to meet these needs. The members must be willing to take part in the activities of the cooperative. They must purchase at least one share and adhere to the cooperative bylaws. Mission The cooperative’s mission is a statement of purpose – the co-op’s reason for existing; that is, to meet the common needs of its members and of the community, under the best possible conditions when circumstances permit. Articles of Accreditation The articles of the Youth Co-op contain the following: The name of the cooperative (chosen by the group) The address of its head office The purpose for which the cooperative was created (reason for existing) The territory or group from which members are recruited (Who will your members be and where are they from?) The list of the founding members (the group of promoters who created the cooperative) The cooperative’s Articles of Accreditation must be signed by all the founding members, and included with the application for accreditation. State the address of the cooperative as well as the name of the person designated as the provisional Secretary. Send documents to the Conseil québécois de coopération et de la mutualité (by mail or fax) to the following address: Conseil québécois de la coopération de la mutualité Youth Co-op Accreditation 5955 Saint-Laurent St., Suite 204 Lévis, Québec G6V 3P5 Fax: 418 835-6322 Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 165 165 Articles and Bylaws The articles of a Youth Co-op IMPORTANT: Even if it follows similar steps, the Youth Co-op is not considered a legally incorporated business. It is recognized through a certificate of accreditation issued by the Conseil québécois de la coopération et de la mutualité, which is issued for all projects that follow these procedures. These projects qualify under La Relève en action of the Fondation pour l’éducation à la coopération et à la mutualité and the Fondation Desjardins. They can also compete in the Quebec Entrepreneurship Contest and may receive funding as part of the Introduction to Entrepreneurship Measure (IEM) of the ministère de l’Éducation, du Loisir et du Sport. Awards are granted at special regional and national gala events. A few points about Youth Co-op accreditation: 1) Through accreditation, projects that follow Youth Co-op procedures become visible. 2) This network of projects makes it possible to compile data (results) that are useful for the promotion of Youth Co-op programs. This serves to improve the tools that are available. 3) The accreditation process also helps to establish a framework for recognition of Youth Co-op projects (gala events, awards, etc.). The Youth Co-op Toolkit 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 166 166 Articles and Bylaws Sample of Articles Articles of Accreditation 1. Corporate name Sleeping Woods Youth Co-op (Name of cooperative business) 2. Address 26, Unicorn Street, Montrec (Québec), H0H 0H0 (Head office) 3. Purpose of the cooperative Youth Co-op Scenario 1 or X Scenario 2 based on the following cooperative model: Workers cooperative Solidarity cooperative X Consumer cooperative created to provide its members with: Pillows (Type of goods, service or employment) in the field of: goods (Goods, production or employment sector) 4. Member territory or recruitment base: Montrec High School (Region, locality and/or group of individuals) 5. Collective Entrepreneurship Awareness and Promotion Officer supporting the project: Amélie Poulain (First and last name) 6. Entrepreneurship Awareness and Promotion Officer supporting the project: Peter Lambert (First and last name) Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 167 167 Articles and Bylaws List of Founding Members Founding Members First and last name Title Email Signature The Youth Co-op Toolkit 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 168 168 Articles and Bylaws Sample Application and Notice to include with Articles of Accreditation Application and Notice We, the undersigned, founding members of the cooperative named herein, Sleeping Woods Youth Co-op (Name) apply to the Conseil québécois de la coopération et de la mutualité for the accreditation of this cooperative, and give notice that the person designated as provisional Secretary is: John Smith (Name) that the method and deadline for convening the Founding General Meeting are as follow: method: email deadline: (Telephone, email, post, etc.) (days before the meeting) that the head office address of the proposed cooperative is: 26, Unicorn Street, Montrec (Québec), H0H 0H0 (Address) Date: October 10, 2012 Signature: 5 days John Smith Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 169 169 Articles and Bylaws Bylaws In addition to the roles that each member agrees to take on, a cooperative must also have rules of internal governance that regulate its operations. Among them, one is fundamental: Each member of the cooperative is granted the right to vote (one member, one vote). Members of a cooperative must adopt operating rules that reflect the specific needs of their cooperative. These customized rules are called bylaws. All members should contribute to drafting these internal rules. The rules will be presented and adopted at the Founding General Meeting. Members must review, discuss and agree on all the points to be included in the bylaws. Drafting the bylaws implies making decisions about the following: Purpose Membership Types of members Membership share capital Membership shares Reimbursement of membership shares Organization and responsibilities General Meetings Board of Directors Meetings Fiscal year End of activities Auditing Generally speaking, if there has been prior discussion on these subjects, the adoption of the cooperative’s bylaws at the Founding General Meeting should not take very long, and members can then devote their time to the election of the Board of Directors. On the following page, you will find sample bylaws. The Youth Co-op Toolkit 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 170 170 Articles and Bylaws Sample Bylaws The following sample is based on the solidarity cooperative model and will have to be adapted depending on the type of cooperative chosen by the promoters group. Internal Bylaws Name of the Youth Co-op: Rule I-Purpose The cooperative named herein falls under the Youth Co-op program. Its purpose is to create a cooperative business in order to meet a collective need. The cooperative will allow young people and other active promoters to become familiar with democratic management and collective entrepreneurship. This cooperative is not legally incorporated, but is accredited by the Conseil québécois de la coopération et de la mutualité and will be managed in accordance with the principles of cooperative administration: Member participation Administration by members Ownership by members and sharing of equities Education of the members about cooperative principles Amendment(s): . Approved. Rule II-Membership The founding members of this cooperative include students and adults who have formed a promoters group to create the cooperative and apply for accreditation from the Conseil québécois de la coopération et de la mutualité. Other members will be recruited within the territory of the cooperative. Each member must purchase one membership share. In so doing, the members commit to take part in the activities of the cooperative and abide by its bylaws. Amendment(s): . Approved. Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 171 171 Articles and Bylaws Sample Bylaws Rule III-Types of Membership User members are the individuals or companies that use the services provided by the cooperative or purchase its products. The cooperative advantage sought by such members is the procurement of a product or service which is suited to their needs and their financial means, as well as the possibility of partaking in managing the business. Working members are the individuals who perform any work required by the cooperative (employees). The cooperative advantage sought by such members is work (paid or voluntary) in a democratically managed business, as well as the possibility of partaking in managing the business. Support members are the individuals or companies that have an economic or social interest in the achievement of the cooperative’s objectives. Amendment(s): . Approved. Rule IV-Membership Share Capital The membership share capital represents all the membership shares purchased by the different categories of members, on which no interest is paid. Amendment(s): . Approved. Rule V-Membership Shares Membership shares To become a member, individuals or companies must buy the number of qualifying shares corresponding to their membership class: User members: one share of $ Working members: one share of $ Support members: twenty shares of $ The Youth Co-op Toolkit 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 172 172 Articles and Bylaws Sample Bylaws Certificat ou carte de membre A share certificate (or a membership card) will be issued to each paying member upon subscription. Ownership of the share is non-transferable. Amendment(s): . Approved. Rule VI-Reimbursement of Membership Shares Members can request a reimbursement of their shares upon resignation. Amendment(s): . Approved. Rule VII- Organization and Responsibilities Members of the cooperative must support their Youth Co-op and the Youth Co-op must ensure that it fulfill its objectives as defined in its Articles of Accreditation. When convened to a meeting, the members of the Youth Co-op constitute the General Assembly. The members in attendance at the General Assembly constitute a quorum. The members in attendance at the General Assembly elect their representatives, who will form the Board of Directors. The elected members are the directors of the Youth Co-op. The Board of Directors consists of nine directors. The membership categories are distributed as follows: Positions 1-2-3-4 User Members (4) Positions 5-6-7 Working Members (3) Positions 8-9 Supporting Members (2) (To be determined by the Youth Co-op) The mandate of the directors is two years (or less as decided by the members). Seats are rotated as follows: Positions 1-3-5-7-9 will stand for election in odd years. Positions 2-4-6-8 will stand for election in even years. Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 173 173 Articles and Bylaws Sample Bylaws The Board of Directors administers the cooperative business. The Board of Directors’ decisions are based on a majority vote of the Board members present. In case of a tie, the President will cast the deciding vote. The Board of Directors will elect the following officers from among its members: A President, who is the official cooperative’s spokesperson. This person prepares Board of Directors Meetings and General Assemblies of Members, ensures that decisions made in General Assemblies and by the Board of Directors are executed, ensures enforcement of bylaws, signs official cooperative documents and co-signs cheques with the Treasurer. A Vice-President, who is jointly responsible for project management with the President and acts as President in his/her absence. A Secretary, who keeps important documents (articles and bylaws, the member registry, minutes, etc.) for the cooperative, convenes meetings and sends notices to members, prepares agendas and writes minutes for the General Meetings and Board of Directors meetings. A Treasurer, who oversees accounting and bookkeeping, keeps receipts and important documents related to accounting, co-signs cheques with the President, follows up on income and expenses, prepares cooperative budget forecasts in conjunction with the Accounting Committee, prepares financial statements and balance sheets regularly. The Board of Directors also approves the election of the following coordinators: General Coordinator, Production Coordinator, Marketing Coordinator, Accounting Coordinator and Human Resources Coordinator. Their roles are to ensure implementation of Board decisions and proper follow-up. They are accountable to the Board of Directors. The President and/or the Secretary and Treasurer have signing authority for financial transactions. Their mandate usually lasts for the duration of the project. The Board of Directors submits an annual report of activities at the General Assembly (end-of-year report) at the end of the fiscal year. Amendment(s): . Approved. Rule VIII-General Assembly Aside from the Founding General Meeting, an Annual General Assembly will be held at the end of the year. It is the Board of Directors’ responsibility to convene the General Assembly. Notices will be sent to all members, as described in the bylaws, at least one week before the scheduled date of the meeting. An agenda will be sent with the notice. The Youth Co-op Toolkit 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 174 174 Articles and Bylaws Sample Bylaws At this meeting, the Youth Co-op will present a final report and financial statements. The members must approve the distribution of surplus as proposed by the Board of Directors, as either: Surplus assigned to reserve for growth and expansion of business Rebates returned to members, according to their category . Amendment(s): . Approved. Rule IX-Board of Directors Meetings Regular meetings of the Board of Directors are held at the end of each month. Exceptionally, meetings may be convened by the President or by one-quarter of the directors. Only subjects listed on the notice of meeting can be discussed or voted on at any irregular meeting of the Board. In order to be valid, a Board of Directors meeting must be attended by the majority of the members plus one (50% +1). Amendment(s): . Approved. Rule X-Duration of Fiscal Year The Youth Co-op is deemed to be active as soon as its application for accreditation has been approved by the Conseil québécois de la coopéraiton et de la mutualité. The end of its fiscal year coincides with the end of the school year. Amendment(s): . Approved. Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 175 175 Articles and Bylaws Sample Bylaws Rule XI-End of activities On recommendation of the Board of Directors, the Youth Co-op can decide of its liquidation by a resolution adopted by three-quarters of the members present at the Special Assembly convened for this purpose. After that, the Youth Co-op will only continue to exist for liquidation purposes. The debts of the Youth Co-op will be paid first, and then membership shares will be reimbursed. It is a good idea to set aside a certain amount of money in order to facilitate the launch of the project next year, and to share profit fairly among members. Amendment(s): . Approved. Rule XII-Audit Members of the cooperative will choose an Auditor of Financial Statements (to be presented at the General Meeting) to audit the cooperative’s financial statements and books. This volunteer position can be held by the school’s accountant or by a person from a local co-op. Amendment(s): . Approved. The Youth Co-op Toolkit 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 176 176 Founding General Meeting All those involved in the program must be convened to the Founding General Meeting (i.e., the members of the future cooperative, advisors, school resource person, community partners, etc.). Agenda day, date, time, location The agenda for a Founding General Meeting is fairly similar from one cooperative to another: 1) Opening and welcome 2) Appointment of a meeting Chair and Secretary 3) Reading and adoption of the agenda 4) Reading and adoption of the bylaws 5) Election of Board of Directors (See election procedures proposed in the toolbox.) 6) Adjournment To ensure that the adoption of the bylaws and election of Board members remain impartial and objective, a resource person from the school and the Collective Entrepreneurship Awareness and Promotion Officer will temporarily act as Chair and Secretary, at the start Founding General Meeting. Only members of the cooperative are entitled to make motions or vote at any meeting. Although the opinions of advisors and resource persons are very important, it is up to members to decide which direction the cooperative should take. Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 177 177 First Board of Directors Meeting This first meeting is mainly to elect the cooperative’s officers and should be held immediately after the Founding General Meeting. Youth Co-op (name) day, date, time, location Agenda (sample) 1) Opening and welcome (The attendance sheet is passed around and may be filed in a binder.) 2) Appointment of a Chair and a Secretary for the meeting (We suggest that the facilitator chair the first meeting as an example for the future Chairperson. Any other member may act as Secretary.) 3) Reading and adoption of the agenda 4) Election of officers President, Vice-President, Secretary, Treasurer. (We recommended that you use the election method proposed in the toolbox) 5) Date, time and location for the next meeting 6) Any other business 7) Evaluation of the meeting 8) Adjournment The Youth Co-op Toolkit 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 178 178 Sample Minutes-First Board of Directors Meeting Youth Co-op (Name) day, date, time, Location Minutes (Sample) 1) Opening and welcome The meeting begins at (time) and the list of attendance is attached to the minutes. 2) Appointment of President and Secretary (name) moves that (name) chair the meeting. This motion is seconded by (name). (name) moves that (name) act as Secretary of the meeting. This motion is seconded by (name). The motions are adopted unanimously. 3) Reading and adoption of the agenda The President reads the agenda and asks if the members have any changes to make. (name), seconded by (name), moves that the agenda be accepted as presented (or as modified). The motion is adopted unanimously. 4) Election of Officers The Facilitator accepts nominations for each position. (name) moves that (name) be nominated for the position of President. This motion is seconded by (name). next ➝ Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 179 179 Sample Minutes-First Board of Directors Meeting (name) (name) moves that be nominated for the position of Vice-President. This motion is seconded by (name). (name) moves that (name) be nominated for the position of Secretary. This motion is seconded by (name). (name) moves that (name) be nominated for the position of Treasurer. This motion is seconded by (name). The motions are adopted unanimously. 5) Date, time and location of next meeting. The members agree that the next meeting will be held on (date), at (time), in Room (location) and that the purpose of the meeting will be to follow up on the topics of this meeting and discuss the Youth Co-op activities plan. The motions are adopted unanimously. 6) Other business No further business arose. 7) Evaluation of the meeting Members’ evaluations are in the appendix. 8) Adjournment The meeting is adjourned at (time). moves to adjourn the meeting. This motion is seconded by (name). (name) The motion is adopted unanimously. Signature of the President Signature of the Secretary The Youth Co-op Toolkit 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 180 180 Election of Committee Coordinators and General Coordinator Prior to the election, the responsibilities associated to each post should be explained. Every member should have the chance to ask questions. We recommend using one of the elections methods proposed in the toolbox. General Coordinator Under the immediate supervision of the Board of Directors, the General Coordinator manages, supervises and monitors the activities of the Youth Co-op. The General Coordinator also supports the team of coordinators in the performance of their mandates. Although the General Coordinator does not coordinate any one committee, s/he must ensure that all committees run smoothly and that all decisions made by the group are respected, thus providing support where it is needed. The General Coordinator is a member of the Youth Co-op, like any other, and takes part in the same tasks (production, sales, etc.). The General Coordinator most important responsibility is to chair the committees’ working meetings. As Chair, his/her duties are as follows: Open the meeting Ensure the adoption of the agenda Open and close the floor for debates on agenda items in accordance with the procedure established by members Provide guidance to committees about their duties. This does not mean managing the committees’ work, but rather ensuring that all members fulfill their duties. Ensure that all meetings run smoothly by proposing rules of procedure and guaranteeing that they are respected by all (including him/herself); the General Coordinator is the watchdog for the rules adopted by the group Foster a positive environment for discussion Encourage all coordinators to actively participate in meetings Cede the floor to members fairly Seek opinions from those who have not yet spoken Reject topics as “out of order” if irrelevant or aggressive Marketing Coordinator The Marketing Coordinator is the spokesperson for the Marketing Committee and is in charge of reporting on the working committee’s activities at the Board of Directors Meeting. This person coordinates the marketing tasks assigned to the committee or the activities proposed by the Board of Directors in this area. Tasks and activities include the following: Creating and conducting a market study Promoting and advertising the product or service Developing marketing strategies (packaging, etc.) Providing co-op members with sales training Organizing the official launch of co-op (if applicable) and local media relations (if applicable) Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 181 181 Election of Committee Coordinators and General Coordinator Assessing and stimulating sales Producing reports (follow up on activities) requested by Board of Directors and the final report Accounting Coordinator The Accounting Coordinator is the spokesperson for the Accounting Committee and is in charge of reporting on the working committee’s activities at the Board of Directors Meeting. This person coordinates the accounting tasks assigned to the committee or the activities proposed by the Board of Directors in this area. Tasks and activities include the following: Managing finances Preparing budget forecasts Preparing financial statements Determining a break-even point and sales prices (in conjunction with Marketing and Production Committees) Keeping accounts up to date Producing all financial reports (follow-up) requested by the Board of Directors and for the final report. Production Coordinator The Production Coordinator is the spokesperson for the Production Committee and is in charge of reporting on the working committee’s activities at the Board of Directors Meeting. This person coordinates the production tasks assigned to the committee or the activities proposed by the Board of Directors in this area. Tasks and activities include the following: Organizing production Producing a prototype Setting the cost of production or service Training members in production or service procedures Ensuring quality control Producing all reports requested by the Board of Directors and the final report Human Resources Coordinator The Human Resources Coordinator is the spokesperson for the HR Committee and is in charge of reporting on the working committee’s activities at the Board of Directors Meeting. The Youth Co-op Toolkit 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 182 182 Election of Committee Coordinators and General Coordinator This person coordinates the tasks related to human resources assigned to the committee or the activities proposed by the Board of Directors in this area. Tasks and activities include the following: Keeping attendance records of Board Meetings and Working Meetings (production or sales) Producing schedules of attendance at sales or production events Managing conflict Handling complaints Managing meetings (notice of meeting, agenda, follow-up, minutes) and keeping records of all meeting documentation Producing all reports (follow-up) requested by the Board of Directors and the final report Coordinators meet when necessary to ensure that work is progressing as planned or to discuss solutions to problems that arise. Educational Toolkit for Cooperative Entrepreneurship 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 183 183 Conclusion Over to you! You now have all the ingredients you need to launch your Youth Co-op project. It’s up to you to channel your imagination, style and energy into creating unique activities. Don’t forget to listen to your fellow members! In order to successfully complete your project, consult the assessment and management tools included in the Toolbox section of this guide. You can also contact your regional Collective Entrepreneurship Awareness and Promotion Officer for additional information or assistance. You will find a contact list for these officers at the end of the guide. In order to inform your community and other schools about your achievements, send a copy of your end-of-year report (a model can be found in the Toolbox section) to your partners, the local media and the Conseil québécois de la cooperation et de la mutualité. You should also begin to think about taking part in the recognition program known as La relève en action of the Fondation pour l’éducation à la coopération et la mutualité and the Fondation Desjardins and entering the Québec Entrepreneurship Contest. Send in a copy of your end-of-year report along with your contest entry. If you get any good local media coverage, be sure to also submit a copy! Best of luck with your project! The Youth Co-op Toolkit 002-JeuneCOOP_part2_V3_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:14 Page 184 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 185 185 Scenario 3 Fair Trade Youth Co-op The Fair Trade Youth Co-op An increasing number of students are concerned about fair trade, responsible consumption, the environment and cooperation. The values underlying these issues are very similar to those promoted by the Youth Co-op program. That is why it seemed natural to include a Fair Trade Youth Co-op section in this guide. The steps for creating this type of collective enterprise are the same as in Scenario 2; however, some educational activities about fair trade were added. Educational purpose Managing a project based on democratic management practices entails acquiring skills related to Personal and Career Planning and Citizenship and Community Life. The Youth Co-op also integrates the cross-curricular competency of collaborating with others. Intended users of this toolkit The tools presented in the Fair Trade Youth Co-op section are designed for any group of promoters wishing to create a collective enterprise that aims to raise awareness about fair trade and the importance of buying locally, particularly by selling local and/or fair trade products to the student community. The promoters group There is no set rule defining who can be a promoter. The promoters may, for example, be a group from the student council or a teacher and a parent, and their goal might be to create a small food-services cooperative. Another group might consist of a teacher, who is responsible for individualized learning paths, and his or her students. This group may have already completed the Youth Co-op Scenario 2 the year before and has now decided to expand their project to include a sustainable component. This kind of cooperative not only provides real-world experience in creating and managing a business but also addresses the need to educate the population about fair trade, responsible consumption, the environment, etc. Creating a Fair Trade Youth Co-op The process is essentially the same as that of creating any other type of Youth Co-op but includes one additional step: Fair Trade Awareness 1. Breaking the Ice - to create a climate conducive to work. 2. Learning cooperation - to help youth understand the concept of cooperation and its values. The success of the collective entrepreneurial project depends on them. This step enables the group to confirm the choice of the cooperative option. 3. Clarifying the democratic functioning of a cooperative - to understand the important rules and characteristics of cooperatives and the democratic functioning of a Youth Co-op. 4. Choosing a collective project – to commit to a project, plan and distribute tasks. Duration of a Fair Trade Youth Co-op project There is no limit. As long as the business adequately meets the needs of its members and covers its costs, there is no reason to dissolve it. The Youth Co-op Toolkit 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 186 186 3 Scenario Fair Trade Youth Co-op Choice of facilitator The Regional Collective Entrepreneurship Awareness and Promotion Officer, who has been specially trained, serves as a volunteer facilitator for all Fair Trade Youth Co-op projects. Where necessary, an external resource person from the business community, the fair trade sector, or any other relevant field may be invited to act as facilitator. Such a person may be an Youth Entrepreneurship Awareness Agent, an employee or a board member from a local cooperative, a fair trade retailer, an employee from an international cooperation agency, etc. Choice of local resource person Any school staff member who helps students with their project: teacher, extracurricular activity facilitator, spiritual care and guidance and community involvement animator, special educator, professional resource person specializing in entrepreneurship, guidance counselor, person responsible for the GOAL approach, or any other staff member. Youth Co-op group accreditation Official accreditation is issued by the Conseil québécois de la cooperation et de la mutualité for all Youth Co-op projects using this method. These projects qualify under La Relève en action of the Fondation pour l’éducation à la coopération et à la mutualité and the Fondation Desjardins. They can also compete in the Quebec Entrepreneurship Contest and may receive funding as part of the Introduction to Entrepreneurship Measure (IEM) of the ministère de l’Éducation, du Loisir et du Sport. Awards are granted at special regional and national gala events. Educational Toolkit for Cooperative Entrepreneurship 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 187 187 Scenario 3 Summary Requirements A group of promoters who would like to create a cooperative business to respond the permanent, ongoing needs of a group or community (various supplies, nutrition, entertainment, product sales, etc.) as well as raise awareness about fair trade and buying locally. Additional Step – Fair Trade Awareness Breaking the Ice: The Ball of Wool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192 ➤ Objective: Help participants get to know one another and the reasons why they joined this project. Activity A: The Actors Game . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193 ➤ Objectives: Understand the issues surrounding responsible consumption and find ways to raise awareness among students about this type of consumption. ➤ Activity B: Fair Trade Role play . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196 Objective: Understand the basic principles of fair trade. Activity C: The Chairs Game . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202 ➤ Objective: Visualize the demographic, ecological and economic imbalances between continents. Activity D: Choosing Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216 ➤ Objective: Think about the impacts of your choices when selecting a product to sell in the Fair Trade Youth Co-op. Optional activity: The Hunger Dinner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225 ➤ Objectives: Raise awareness about the various realities of young people around the world. Get participants to think about the different realities faced by youths in other countries. N.B.: The facilitator or the school resource person should decide if he or she wants to do these activities consecutively or integrate them with the other steps for creating a Youth Co-op (Scenario 2, for example). Step 1 – Breaking the Ice Activity 1: Find Someone Who... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98 Activity 2: Birthday Lineup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101 ➤ Objectives: Help participants get to know one another. Create a favourable work environment. Understand participants’ expectations. Create working groups randomly. The Youth Co-op Toolkit 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 188 188 3 Scenario Summary Step 2 – Teaching Cooperation Activity 3: A Lesson from Nature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104 Activity 4: The X and Y Game . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107 ➤ Objectives: Understand and discover the advantages of cooperation. Confirm participants’ willingness to get involved in a collective project based on these values. Step 3 – Understanding the Democratic Functioning of a Cooperative Activity 5: Characteristics of a Cooperative . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116 ➤ Objective: As a group, agree on a definition of a cooperative business, and understand its rules. Activity 6: Broken Sentences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122 ➤ Objective: Discover or recall important characteristics of cooperatives. Activity 7: The Democratic Functioning of a Cooperative . . . . . . . . . . . . . . . . . . . . . . . . . . . 131 ➤ Objective: Understand the democratic functioning of a cooperative and a Youth Co-op. Step 4 – Choosing the collective project Assessing local needs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144 Consulting the Governing Board . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147 Conducting a feasibility study . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148 Step 5 – Managing the Youth Co-op Activity 8: Roles and Responsibilities of Committees and Board of Directors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154 ➤ Objectives:Understand the roles and responsibilities of each Committee and Officer. Help individuals choose which Committee to sit on and generate interest in elections. Create a plan for the Youth Co-op. Business plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161 Step 6 – Moving along with our Youth Co-op Articles and bylaws . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Founding General Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . First Board Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Election of Committee Coordinators and General Coordinator . . . . . . . . . . . . . . . . . . . . . . Conclusion ............................................................................................ Educational Toolkit for Cooperative Entrepreneurship 164 176 177 180 183 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 189 189 Scenario 3 Activities to do according to participant roles Participants Promoters Group Board Members Working Members X X X Step 2 – Teaching Cooperation Activity 3: A Lesson from Nature Activity 4: The X and Y Game X X X Step 3 – Democratic Process of a Cooperative Activity 5: Characteristics of a Cooperative Activity 6: Broken Sentences Activity 7: Democratic Functioning of a Cooperative X X X X X Activity Step 1 – Breaking the Ice Activity 1: Find Someone Who... Activity 2: Birthday Lineup Step 4 – Choosing a Collective Project Assessing local needs Consulting the Governing Board Conducting a Feasibility Study Additional Step: Fair Trade Awareness Breaking the Ice: The Ball of Wool Activity A: The Actors Game Activity B: Fair Trade Role play Activity C: The Chairs Game Activity D: Choosing Products Optional Activity: The Hunger Dinner X X X next ➝ The Youth Co-op Toolkit 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 190 190 3 Scenario Activities to do according to participant roles Participants Membres du conseil d’administration Travailleurs Activity 8: Roles and Responsibilities of Committees and Board of Directors X X First Board Meeting (electing the Board of Directors) X Activity Groupe de promoteurs Business plan X Articles and Bylaws (recruiting members) X Founding General Meeting X Election of Committee Coordinators and General Coordinator Educational Toolkit for Cooperative Entrepreneurship X 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 191 Additional Step Fair Trade Awareness 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 192 192 Breaking the Ice The Ball of Wool ➤ Objective: Help participants get to know each other and the reasons why they joined this project. Preparation Materials for each team One ball of wool Cooperative context Taking turns Team size Large group Activity Getting started The facilitator explains to the participants that they will be working on a long-term project and that one of the important steps before starting a collective project is to learn about one another. The purpose of this activity is to get to know other participants’ names, their reasons for joining and their goals. Procedure Participants form a big circle. The facilitator tells participants that they must answer three questions when they receive the ball: What is your name? What is your favourite school subject? Why did you decide to join this project? Holding the ball, the facilitator begins: “My name is... My favourite subject at school is... I decided to join the project because...” Then, keeping hold of the end piece of wool, the facilitator throws the ball to another participant. The process is repeated until all participants have spoken and all are connected by the string of wool. Feedback Once everyone has spoken, each participant must locate the person that spoke immediately before him or her and relay what that other person said. To find who spoke before them, they can simply follow the string. Doing this activity will enable students to remember everyone’s name and the reasons why they got involved in this project. Educational Toolkit for Cooperative Entrepreneurship 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 193 Activity The Actors Game ➤ Objectives: Understand the issues surrounding responsible consumption and find ways to raise awareness among students about this type of consumption. Preparation Materials for each team One improvisation card Cooperative context Brainstorming Discussion Team size Teams of four (home group) and large group Activity Getting started The facilitator checks that participants know the rules for improvisation and asks participants what they think responsible consumption means. Procedure Each team reads the improvisation card they were given. They have couple of minutes to agree on the storyline and characters they will use. It is very important that all students be involved in the improvisation. Once ready, each team presents its improvisation in front of the other teams. Feedback After each improvisation, the facilitator elicits a discussion about the issues introduced in the skits and the things to do in those kinds of situations. Be careful! The purpose of this activity is not to zoom in on or criticize participants’ behaviour but to raise awareness about the types of things that constitute responsible consumer behaviour. The Youth Co-op Toolkit A 193 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 194 194 Activity A Task Sheet Improvisation card Improvisation theme: Responsible consumption Number of players: whole team Duration: 2 minutes. Description: Marie-Josée’s family always uses biodegradable dish soap whereas Jonathan’s mom always uses the cheapest popular brand. Justify your ideas during the improvisation. Improvisation card Improvisation theme: Responsible consumption Number of players: whole team Duration: 2 minutes. Description: Chloe brings her lunch to school in a plastic bag and puts her sandwich in a Ziploc bag. Nicolas uses a washable plastic container for his sandwich. Nicolas is being laughed at because he has a teddy bear lunch box. Improvisation card Improvisation theme: Responsible consumption Number of players: whole team Duration: 2 minutes. Description: Josée is in the bathroom, washing her metal kitchen utensils. She keeps the utensils in her locker for her lunches. When Stephanie sees her in the bathroom, she wonders why Josée is bothering to wash dishes. Stephanie always has plastic utensils so she can throw them out after every meal. Improvisation card Improvisation theme: Responsible consumption Number of players: whole team Duration: 2 minutes. Description: During the Board meeting, Myriam suggests selling coffee for $1.25 or $0.50 for those who bring their own mug. The members are not too sure about it because they think they will lose money. Myriam thinks she has a really good idea and tries to convince the other members. Educational Toolkit for Cooperative Entrepreneurship 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 195 Activity Task Sheet Improvisation card Improvisation theme: Responsible consumption Number of players: whole team Duration: 2 minutes. Description: At a Board meeting, the youth debate about whether to use biodegradable cleaning products or chemical cleaning products to clean the Fair Trade Youth Co-op. The two groups defend their points of view. Improvisation card Improvisation theme: Responsible consumption Number of players: whole team Duration: 2 minutes. Description: The Fair Trade Youth Co-op has received merchandise that its members must unpack and place on the shelves. When it’s time to throw the boxes out, members realize that there is no recycling bin in the school. The workers know they will receive orders every week and they want to find solutions to this problem. The Youth Co-op Toolkit A 195 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 196 196 Activity B Fair Trade Role Play28 ➤ Objective: Understand the basic principles of fair trade. Preparation Materials for each team Role cards Nine $1 bills of Mayan money Cooperative context Discussion Group size Large group Activity Getting started The facilitator explains that participants will watch a short sketch that will help them understand the concept of fair trade. The story is based on cocoa (chocolate), but could also represent the trade of other types of products, such as coffee, tea or rice. The facilitator asks for six volunteers to act out the roles. Each volunteer receives a role card and reads the character description on his or her card aloud for the rest of the participants. Procedure First sketch All characters stand in line in the following order: producer, coyote, multinational company, distributor, supermarket, consumer. The producer makes the cocoa and sells it (but doesn’t get paid right away) to the coyote who sells it to the multinational company who sells it to the distributor who sells it to the supermarket. The consumer buys the chocolate for $9 at the supermarket. The supermarket gives the distributor $7 and the distributor gives the multinational company $5.00. The multinational company gives the coyote $3 and the coyote gives $1 to Armando, the producer. After the first sketch, the facilitator asks the following questions: Do you find this situation fair? Why? Expected answer: No, because the producer only receives one dollar while everybody else receive two dollars. Why is it unfair that the producer only receives one dollar while everybody else gets two dollars? Expected answer: Because he did all the work! In our story, without the producer, the consumer could not buy chocolate. next ➝ 28. Adapted from a Miel Maya Honing asbl workshop, Belgium. Educational Toolkit for Cooperative Entrepreneurship 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 197 Activity Fair Trade Role Play How could we do it differently? Expected answer: We need another dollar so that everybody can make two dollars. It means the consumer must pay more for his chocolate. Will the consumer agree? Even if s/he agrees to pay more, are we sure this money will go to the producer? Expected answer: No, because nobody will check. We need to find a solution where everybody makes enough money to live decently. Perfect! Ask the multinational company if it wants to make less profit – that is, earn less money. Ask your parents if they are willing to receive a smaller salary. It’s not so easy to find a solution... Second sketch Of the previous characters, only two remain for the next version of the sketch: the producer and the consumer. Two new characters are added: an organization named Cocoa Maya and a sales outlet. The two volunteers playing the new characters read their role cards aloud. So we now have: the producer, Cocoa Maya, the sales outlet and the consumer. The producer sells his chocolate to Cocoa Maya. The consumer pays $9 for the chocolate from the sales outlet. Cocoa Maya gives the producer $5 and the sales outlet $2. Cocoa Maya keeps a part of the profit to cover employee wages and transportation and transformation of the product. The facilitator asks the following question: Do you find this situation fairer than the first one? Feedback The facilitator asks the following questions: What did you find the most striking about these two examples? What do you now understand about fair trade? How can your Youth Co-op play a role in the lives of small producers living on the other side of the world? The Youth Co-op Toolkit B 197 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 198 198 Activity B Task sheet Producer Hi, my name is Armando and I am a Mexican farmer. I have a little field where I cultivate corn and red kidney beans. I have some chickens. With these, we have just enough to eat every day. I also have some cocoa trees. They are in the forest nearby. They produce cocoa beans that I can sell. With the profits, I can buy clothes, shoes and other things. Sometimes I only receive a little bit of money for my cocoa. When that happens, I cannot buy everything I need. Coyote (trade intermediary) Hi, my name is Diego and I am a Mexican coyote. I have a little van. With this van, I can go to farmers’ villages. Very often, those villages are far apart and I need to do a lot of driving. I buy the cocoa from the farmers. I pay whatever price I want. Besides, the farmers can’t sell their cocoa to anyone else. That’s why I don’t have to pay a lot. Then, I sell the cocoa to a big business. Big businesses don’t pay much either! Multinational (the big business) Hi, my name is Billy and I am the chief executive officer of a multinational. It’s a very big business. I buy cocoa from many places. I buy almost all the cocoa that is available. I buy cocoa from Mexico as well as from other countries. I don’t need to pay much. Besides, my company is the biggest; I can do whatever I want. I send cocoa by boat to Canada. There, I sell the cocoa to another big company that will transform the cocoa into chocolate. Educational Toolkit for Cooperative Entrepreneurship 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 199 Activity Task sheet Distributor Hi, my name is Anna. I am president of the company that will distribute the chocolate. First, I buy chocolate from the multinational; then, I offer this product to the supermarket. I need to convince the manager that my product is the best and that the consumer really wants the product. I need to ensure the multinational makes a lot of sales so they can make a lot of money. Supermarket Hi, my name is Nicole and I am the manager of the supermarket. We operate a chain of stores and have branches everywhere. We sell everything in our store, including chocolate. We buy chocolate in large quantities from Anna’s company because it’s cheaper that way. Ideally, our regular customers will pay a lot for the chocolate we sell. That way I can become rich! Consumer Hi my name is …. (your name). I love eating chocolate. During the winter, especially when I play sports, I eat a lot of chocolate. My parents bring me chocolate from the supermarket. They always want to buy the best chocolate but don’t want to pay too much for it. They can choose which chocolate they want to buy and from which store. Sales outlet Hi, my name is Justin and I own a natural food store, one of Cocoa Maya’s sales outlets. I want to offer my customers the best selection of products and choose my products accordingly. I tend to choose products that are environmentally friendly and made locally. I also keep workers’ rights in mind when making my selection. That’s why I opt for fair trade chocolate from Cocoa Maya. The Youth Co-op Toolkit B 199 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 200 200 Activity B Task sheet Cocoa Maya Hi, my name is David from Cocoa Maya. Cocoa Maya is a fair trade business. That means that I pay a fair price to the people who worked hard to make the product. The money used to purchase cocoa goes directly to the farmers. We do not need a commercial intermediate. Working in this way allows farmers to earn more money and take good care of their families. How do we do this? Farmers work together in a cooperative. As a group, they are able to buy a little van to transport the cocoa to the port themselves. When the boat reaches Canada, we collect the chocolate ourselves directly at the port. We then sell the chocolate to the sales outlet, who sells the MAYAN BANK $1 MAYAN BANK $1 MAYAN BANK chocolate to a large amount of customers in Canada. $1 MAYAN BANK • ONE DOLLAR $1 MAYAN BANK • ONE DOLLAR $1 MAYAN BANK • ONE DOLLAR Educational Toolkit for Cooperative Entrepreneurship $1 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 201 Activity MAYAN BANK $1 MAYAN BANK $1 MAYAN BANK $1 MAYAN BANK $1 MAYAN BANK $1 MAYAN BANK Task Sheet $1 MAYAN BANK • ONE DOLLAR $1 MAYAN BANK • ONE DOLLAR $1 MAYAN BANK • ONE DOLLAR $1 MAYAN BANK • ONE DOLLAR $1 MAYAN BANK • ONE DOLLAR $1 MAYAN BANK • ONE DOLLAR $1 The Youth Co-op Toolkit B 201 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 202 202 Activity C The Chairs Game29 ➤ Objective: Visualize the demographic, ecological and economic imbalances between continents. Preparation Materials Objects to represent electricity consumption around the world (e.g., candles, pencil cases, etc.). There should be as many identical objects as there are participants. A chair for each participant Six maps (target regions) Data tables (distribution of world population, world wealth and world electricity consumption) Cooperative context Discussion Group size Large group Activity Getting started Post the maps around the room. Tell the group that they will be illustrating the distribution of the world’s population, wealth and electricity consumption. Procedure World population Use the data table to explain that if the room symbolized the world and the group represented its population, each participant would correspond to X million people. Ask participants to form groups next to each of the six maps to mirror the distribution of the world’s population as closely as possible. Check whether the number of students for each region corresponds to the figures in the data tables, but don’t reveal the answers just yet. Ask participants to make changes where distribution is incorrect. Give them two or three chances to find the right solution. Once the group has decided on a final arrangement, give them the actual data, and, if necessary, adjust the distribution of participants for each of the mapped regions. next ➝ 29. Based on the activity “Jeu des chaises,” ITECO.be - Centre de formation pour le développement et la solidarité internationale, January 18, 2006, accessed September 7, 2007, http://www.iteco.be/article.php3?id_article=76. Educational Toolkit for Cooperative Entrepreneurship 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 203 Activity The Chairs Game World wealth Use the data table to explain that each chair represents X billion dollars. Ask participants to place the chairs under each of the six maps to mirror the distribution of the world’s wealth as closely as possible. Check whether the number of chairs for each region corresponds to the figures in the data table, but don’t reveal the answers just yet. Ask participants to make changes where distribution is incorrect. Give them one or two chances to find the right solution. Then give them the actual data, and, if necessary, adjust the arrangement of chairs for each of the mapped regions. World electricity consumption Use the data table to explain that each item chosen to represent the world’s electricity consumption (candle, pencil case, etc.) corresponds to X million kilowatt hours (kWh). Ask participants to place the objects under each of the six maps to mirror the distribution of world electricity consumption as closely as possible. Check whether the number of objects for each region corresponds to the figures in the data table, but don’t reveal the answers just yet. Ask participants to make changes where distribution is incorrect. Give them a few chances to find the right solution. Then give them the actual data, and, if necessary, adjust the arrangement of objects for each of the mapped regions. Now, tell the group to occupy all of the chairs and leave no participants standing on the floor. Participants must climb on the chairs if necessary. Feedback Initiate a group debate on the unequal distribution of world wealth and electricity consumption in relation to the global population. The Youth Co-op Toolkit C 203 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 204 204 Activity C The Chairs Game Sub-Saharan Africa South Africa; Angola; Benin; Botswana; Burkina Faso; Burundi; Cameroon; Cape Verde; Central African Republic; Chad; Comoros; Congo; Democratic Republic of the Congo; Djibouti; Eritrea; Ethiopia; Gabon; Gambia; Ghana; Guinea; Guinea-Bissau; Equatorial Guinea; Ivory Coast; Kenya; Lesotho; Liberia; Madagascar; Malawi; Mali; Maurice; Mauritania; Mozambique; Namibia; Niger; Nigeria; Rwanda; São Tomé; Senegal; Seychelles; Sierra Leone; Somalia; Sudan; Swaziland; Tanzania; Togo; Uganda; Zimbabwe. Cape Verde Mauritania Senegal Gambia Guinea-Bissau Niger Mali Burkina Faso Eritrea Chad Sudan Djibouti Guinea Benin Sierra Leone Nigeria Ivory Ghana Central African Liberia Coast . Cameroon Republic Togo Ethiopia Somalia Equatorial Guinea São Tomé Uganda Congo Democratic Gabon Republic of the Congo Kenya Rwanda Burundi Tanzania Seychelles Comoros Angola Malawi Zimbabwe Mozambique Namibia Madagascar Maurice Botswana Atlantic Ocean Swaziland South Africa Educational Toolkit for Cooperative Entrepreneurship Lesotho 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 205 Activity The Chairs Game Latin America and the Caribbean Antigua and Barbuda; Argentina; Bahamas; Barbados; Belize; Bolivia; Brazil; Chile; Colombia; Costa Rica; Cuba; Dominica; Dominican Republic; El Salvador; Ecuador; Grenada; Guatemala; Guyana; Haiti; Honduras; Jamaica; Mexico; Nicaragua; Panama; Paraguay; Peru; Puerto Rico; Saint Lucia; Saint Vincent and the Grenadines; Surinam; Trinidad and Tobago; Uruguay; Venezuela. Mexico Gulf of Mexico Bahamas Cuba Jamaica Belize Guatemala El Salvador Honduras Nicaragua Costa Rica Haïti Dominican Republic Puerto Rico Mer des Caraïbes Panama Dominica Saint Lucia Grenada Venezuela Colombia Antigua and Barbuda Saint Vincent and the Grenadines Barbados Trinidad and Tobago Guyana Surinam Ecuador Brazil Peru Bolivia Paraguay Chile Argentina Uruguay The Youth Co-op Toolkit C 205 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 206 206 C Activity The Chairs Game Asia Pacific Bangladesh; Bhutan; Burma; Brunei; Cambodia; China; Fiji; Hong Kong; India; Indonesia; Laos; Malaysia; Maldives; Mongolia; Nepal; North Korea; Papua New Guinea; Philippines; Samoa; Solomon Islands; South Korea; Singapore; Sri Lanka; Vanuatu; Vietnam. Mongolia North Korea South Korea China Nepal India Japon Pacific Ocean Bhutan Bangladesh Burma Hong Kong Laos Philippines Vietnam Cambodia Sri Lanka Brunei Maldives Malaysia Singapore Indonesia Papua New Guinea Indian Ocean Solomon Islands Samoa Vanuatu Educational Toolkit for Cooperative Entrepreneurship Fiji 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 207 Activity The Chairs Game Eastern Europe and Commonwealth of Independent States (CIS) Tajikistan Kyrgyzstan Turkmenistan Uzbekistan Moldavia Ukraine Slovakia 3 2Hungary Romania 1 5 Bulgaria Albania 4 zech Republic Estonia Latvia Lithuania Biélorussie Poland 1 Bosnia 2 Croatia 3 Slovenia 4 Macedonia 5 Yugoslavia Republic of Georgia Armenia Azerbaijan Kazakhstan Russia Albania; Armenia; Azerbaijan; Belarus; Bosnia; Bulgaria; Croatia; Estonia; Hungary; Kazakhstan; Kyrgyzstan; Latvia; Lithuania; Macedonia; Moldavia; Poland; Republic of Georgia; Romania; Russia; Slovakia; Slovenia; Tajikistan; Czech Republic; Turkmenistan; Ukraine; Uzbekistan; Yugoslavia. The Youth Co-op Toolkit C 207 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 208 208 Activity C The Chairs Game Muslim Arab World Arabian Sea Oman United Arab Emirates Educational Toolkit for Cooperative Entrepreneurship Yemen Qatar Saudi Arabia Morocco Algeria Libya Egypt Jordan Tunisia Mediterranean Sea Lebanon Syria Iraq Bahrain Kuwait Iran Afghanistan Pakistan Afghanistan; Algeria; Bahrain; Egypt; Iran; Iraq; Jordan; Kuwait; Lebanon; Libya; Morocco; Oman; Pakistan; Qatar; Saudi Arabia; Syria; Tunisia; United Arab Emirates; Yemen. 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 209 Activity The Chairs Game Industrialized Countries Germany; Australia; Austria; Belgium; Canada; Cyprus; Denmark; Spain; United States; Finland; France; Greece; Ireland; Israel; Italy; Japan; Luxemburg; Malta; Norway; New Zealand; Netherlands; Portugal; United Kingdom; Sweden; Switzerland; Turkey. Canada United States United Kingdom Denmark Netherlands Germany Belgium Ireland Luxemburg Switzerland France Portugal Finland Sweden Norway Austria Italy Spain Turkey Greece Malta Cyprus Mediterranean Sea Israel Japan Pa c ific Oc e a n Oc e a n India n Australia New Zealand The Youth Co-op Toolkit C 209 2 2 2 2 2 3 3 3 3 3 3 4 4 4 4 4 5 5 5 5 5 29 30 31 32 Educational Toolkit for Cooperative Entrepreneurship 3 3 3 3 1 1 1 2 2 2 2 2 2 2 2 2 2 3 3 3 3 15 16 16 17 6 7 8 8 9 9 10 10 10 11 11 11 12 12 13 14 14 2 2 2 2 1 1 1 1 1 1 1 1 2 2 2 2 2 2 2 2 2 2 2 3 3 1 1 1 1 1 1 1 2 2 2 2 2 2 2 2 2 2 Industrialized Sub-Saharan East, South, Muslim Latin America countries: Africa Southeast and Arab Worldand theWestern , Pacific Asia Caribbean Europe North (Except Japan, America, Japan Australia, Australia and New Zealand New-Zealand) 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 Number of players Distribution of World Population Activity C 2 2 2 2 1 1 1 1 1 1 1 1 1 1 2 2 2 2 2 2 2 Eastern Europe and CIS next ➝ 198 million people 191 million people 185 million people 179 million people 478 million people 441 million people 409 million people 382 million people 358 million people 337 million people 318 million people 302 million people 287 million people 273 million people 261 million people 249 million people 239 million people 229 million people 220 million people 212 million people 205 million people One player represents… 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 210 210 5 5 5 6 6 6 6 6 6 7 7 7 7 7 7 8 8 8 42 43 44 45 46 47 48 49 50 4 4 4 5 5 5 5 5 5 3 4 4 4 4 4 4 4 4 21 22 23 23 24 24 24 25 26 18 17 18 18 18 19 20 21 21 3 3 3 3 3 4 4 4 4 2 3 3 3 3 3 3 3 3 4 4 4 4 4 4 4 4 4 3 3 3 3 3 3 3 3 4 Industrialized Sub-Saharan East, South, Muslim Latin America countries: Africa Southeast and Arab World and the Western Pacific Asia Caribbean Europe, North (Except Japan, America, Japan Australia, Australia and New Zealand New-Zealand) 33 34 35 36 37 38 39 40 41 Number of players Distribution of World Population Activity C 3 3 3 3 3 3 3 3 3 2 2 2 2 3 3 3 3 3 Eastern Europe and CIS 136 million people 133 million people 130 million people 127 million people 125 million people 122 million people 119 million people 117 million people 115 million people 174 million people 169 million people 164 million people 159 million people 155 million people 151 million people 147 million people 143 million people 140 million people One player represents… 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 211 211 The Youth Co-op Toolkit 9 10 11 12 13 13 14 15 15 16 17 17 18 19 20 20 21 22 23 24 25 29 30 31 32 Educational Toolkit for Cooperative Entrepreneurship 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3 3 3 3 1 1 1 1 1 2 2 2 2 2 2 2 2 2 2 3 3 1 1 1 1 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1 1 2 2 2 2 1 1 1 1 1 1 1 1 1 1 1 2 2 2 2 2 2 Industrialized Sub-Saharan East, South, Muslim Latin America countries: Africa Southeast and Arab World and the Western Pacific Asia Caribbean Europe, North (Except Japan, America, Japan Australia, Australia and New Zealand New-Zealand) 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 Number of players Distribution of World Wealth Activity C 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 Eastern Europe and CIS next ➝ $983 billion $950 billion $919 billion $891 billion $2 375 billion $2 192 billion $2 035 billion $1 900 billion $1 781 billion $1 676 billion $1 583 billion $1 500 billion $1 425 billion $1 357 billion $1 295 billion $1 239 billion $1 187 billion $1 140 billion $1 096 billion $1 055 billion $1 018 billion One player represents… 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 212 212 25 26 27 28 28 29 30 31 31 32 33 34 35 35 36 37 37 38 42 43 44 45 46 47 48 49 50 1 1 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 4 4 4 4 4 4 4 5 5 3 3 3 3 4 4 4 4 4 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 Industrialized Sub-Saharan East, South, Muslim Latin America countries: Africa Southeast and Arab World and the Western Pacific Asia Caribbean Europe, North (Except Japan, America, Japan Australia, Australia and New Zealand New-Zealand) 33 34 35 36 37 38 39 40 41 Number of players Distribution of World Wealth Activity C 1 1 1 1 2 2 2 2 2 1 1 1 1 1 1 1 1 1 Eastern Europe and CIS $678 billion $663 billion $648 billion $633 billion $619 billion $606 billion $594 billion $582 billion $570 billion $864 billion $838 billion $814 billion $792 billion $770 billion $750 billion $731 billion $712 billion $695 billion One player represents… 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 213 213 The Youth Co-op Toolkit 7 8 9 9 10 10 11 12 12 13 13 14 15 15 16 16 17 17 18 18 19 29 30 31 32 Educational Toolkit for Cooperative Entrepreneurship 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 5 5 5 5 2 2 2 2 2 3 3 3 3 3 4 4 4 4 4 4 4 1 1 1 1 0 0 0 1 1 1 1 1 1 1 1 1 1 1 1 1 1 2 2 2 2 1 1 1 1 1 1 1 1 1 1 1 1 1 2 1 2 2 Industrialized Sub-Saharan East, South, Muslim Latin America countries: Africa Southeast and Arab World and the Western Pacific Asia Caribbean Europe, North (Except Japan, America, Japan Australia, Australia and New Zealand New-Zealand) 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 Number of players World Electricity Consumption Activity C 3 3 4 4 2 2 2 2 2 2 2 2 3 3 3 3 3 3 3 3 3 Eastern Europe and CIS next ➝ 460 040 million kWh 444 706 million kWh 430 360 million kWh 416 912 million kWh 1 111 765 million kWh 1 026 244 million kWh 952 941 million kWh 889 412 million kWh 833 823 million kWh 784 775 million kWh 741 176 million kWh 702 167 million kWh 667 059 million kWh 635 294 million kWh 606 417 million kWh 580 051 million kWh 555 882 million kWh 533 647 million kWh 513 122 million kWh 494 118 million kWh 476 471 million kWh One player represents… 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 214 214 20 20 21 22 22 23 24 24 25 25 26 27 27 28 28 29 29 30 42 43 44 45 46 47 48 49 50 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 7 7 7 7 7 8 8 8 8 5 6 6 6 6 6 6 7 7 1 1 1 1 1 1 1 2 2 1 1 1 1 1 1 1 1 1 3 3 3 3 3 3 3 3 3 2 2 2 2 2 2 2 2 2 Industrialized Sub-Saharan East, South, Muslim Latin America countries: Africa Southeast and Arab World and the Western Pacific Asia Caribbean Europe, North (Except Japan, America, Japan Australia, Australia and New Zealand New-Zealand) 33 34 35 36 37 38 39 40 41 Number of players World Electricity Consumption Activity C 5 5 5 6 6 6 6 6 6 4 4 4 4 5 5 5 5 5 Eastern Europe and CIS 317 647 million kWh 310 260 million kWh 303 209 million kWh 296 471 million kWh 290 026 million kWh 283 855 million kWh 277 941 million kWh 272 269 million kWh 266 823 million kWh 404 278 million kWh 392 387 million kWh 381 176 million kWh 370 588 million kWh 360 572 million kWh 351 084 million kWh 342 081 million kWh 333 529 million kWh 325 394 million kWh One player represents… 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 215 215 The Youth Co-op Toolkit 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 216 216 Activity D Choosing products ➤ Objective: Think about the impact of your choices when selecting a product to sell in the Fair Trade Youth Co-op. Preparation Materials for each team One fact sheet on the various criteria to consider Paper and pencils Cooperative context PPP (personal reflection, pair work, peer discussion) Roles (secretary, spokesperson) Group size Teams of two Large group Activity Getting started Ask the following question to initiate a debate: “What are the main criteria for selecting our products?” Explain that it is important for a company to think about the impact of its choices and that the Fair Trade Youth Co-op has a responsibility to its members, clients, suppliers and environment. Ask the youth to give examples of times when they made a satisfying purchase and came away with a clear conscience. Or, ask them what their friends and family consider important when making purchases. Make a list of the criteria that come up. Group similar points together and fill in the gaps with the following criteria: Price Popularity Source (local or fair trade) Environmental impact of product choice Health Procedure Individual task Participants read the fact sheet that they were given. Then participants jot down the points they think most reflect the values on which the Fair Trade Co-op could base its product choice. In teams of two Participants compare notes and try to reach a consensus. The secretary keeps track of the points considered to be important product choice criteria to suggest to the group. next ➝ Educational Toolkit for Cooperative Entrepreneurship 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 217 Activity Choosing products Large group Each group of two presents the criteria they value and posts the list on the board. Feedback Draw up the final list of criteria to consider when choosing products for the Fair Trade Youth Co-op. Come up with a method for measuring the impact of products before purchasing them. Display the list of criteria and method on cardboard posters at the Fair Trade Youth Co-op headquarters. Taking it a Step Further Print out the criteria and create a flyer for customers and members. Stay on top of any information that might interest the rest of the Board of Directors about the choice of products. The Youth Co-op Toolkit D 217 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 218 218 Activity D Task Sheet Fact Sheet: Buying Fair Trade Have you heard of sweatshops? Sweatshops are factories in which employees – women and children mostly – work under conditions that violate one or several of the clauses in the Charter of Human Rights. Employees work, with no air conditioning, for 9 to 16 hours in environments that can reach up to 40°C. They are badly paid, receiving a salary that does not cover their basic needs; that is, shelter, food, clothing, education, and the right to live in safety. Fair trade is an alternative solution to this situation; it can guarantee that employees receive a fair salary that will allow them to live decently. Fair trade ensures that certain criteria are respected with regard to employee well-being, access to education for workers and their children, working conditions, safety and environmental standards. What fair trade products are available in Quebec? Are there any hand-crafted products? Can these be sold by the Fair Trade Youth Co-op? Follow up Ask Fair Trade Youth Co-op members what their parents do for a living. If there are any producers or artisans among them, consider whether their products could be sold at the Fair Trade Youth Co-op. If so, try to set up a meeting with the producers or artisans. Even better, find out if any products are made directly at the school. As for products made outside Quebec, is there any way to ascertain working conditions? Educational Toolkit for Cooperative Entrepreneurship 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 219 Activity Task Sheet Fact Sheet: Buying Locally Do you know the expression “Think globally, buy locally”? It refers to the source of the consumer product. Due to industrialization, the amount of products available on shop shelves has skyrocketed. Just think of all the fruits and vegetables on offer at the supermarket. How many of these are cultivated in the area, or even in Quebec? Only a few. According to a study conducted by the Worldwatch Institute, food travels an average of 2,500 km from farm to table.30. Here are a few reasons why it’s smart to buy locally: First, when you buy locally produced goods, you’re encouraging local businesses – in fact, you’re investing in these businesses. By purchasing their products, you’re giving them financial support to develop new products and pay their employees. Who knows, maybe one of your friends’ dads works for a local company. What’s more, regional products are often made from raw materials found in the area. That means you get to taste and discover all the natural wealth that surrounds you. Have you heard the phrase “terroir product”? Did you know that if every week, each family in Quebec replaced $20 worth of produce sourced outside of Quebec with an equivalent amount of goods sourced in the province, more than 100,000 jobs could be created?31 Imagine what it would be like if every family in your region bought regional products! Today however, the reverse is true. Regional or Quebec companies are struggling to compete on the international markets because some countries are selling products at very low prices. People often think more about saving money than about buying a good-quality product sourced in the region. What companies don’t advertise is that in order to offer rock-bottom prices, manufacturers have to cut back on one of the two facets of production: the cost of raw materials or the costs associated with production (e.g., salaries, equipment, safety installations, etc.). Far too often, it is the employees who suffer. 30. Waridel, Laure, “Calculer notre alimentation en kilomètres,” L’envers de l’assiette (Montreal: Les éditions Ecosociété), p.36. 31. Béland, Claude, Pour créer des emplois, achetons les produits québécois (Société de la promotion Qualité-Québec, 1994). The Youth Co-op Toolkit D 219 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 220 220 Activity D Task Sheet Fact Sheet: Popularity When choosing a product to sell, it is important to consider the item’s popularity. This can be verified through a market survey. Are customers already using this product regularly? If so, how often? (Every day, once or twice a week or less frequently?) Is the product well suited to your clientele? If the Fair Trade Youth Co-op decides to carry new products that are not well known among the public, can you organize tastings, offer discounts or plan promotion so that customers can learn about them? Can you replace one type of very popular products with a less popular but more costeffective brand or with another type of less popular product that is healthier or greener? Be careful not to choose several types of competing products; these will not increase the Fair Trade Youth Co-op’s total sales. Educational Toolkit for Cooperative Entrepreneurship 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 221 Activity Task Sheet Fact Sheet: Price The product price is an important factor to consider because your sale price will have to be higher than the purchase price. But if your sale price is too high, the product will never leave the shelf. How much is the customer prepared to pay for your product? A percentage is added to the purchase price to cover operating costs (materials, petty cash, etc.) and to guarantee a certain profit margin (excess) and the profitability and continuity of the Fair Trade Youth Co-op. When comparing two products with the same price, check their quantity and quality; for example, if two yogurts have an identical price, one may contain 100 g; the other, 150 g. For the Fair Trade Youth Co-op, is price the main criteria when choosing a product, or is it more important that a product be green, fair trade and healthy (e.g., a product that is slightly more expensive than a non-fair trade product)? Is the product format suitable for students at the school? Follow up Would it make sense to raise the prices a little on all your products and then put healthier or fair trade items on sale to push them? Could you use the profits to organize sampling demonstrations of fair trade goods or offer discounts to customers who are environmentally conscious (bring their own cups/mugs, recycle their plastic containers, etc.)? The Youth Co-op Toolkit D 221 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 222 222 Activity D Task Sheet Fact Sheet: Health As salespeople, you can’t just sell a food product because customers like it; you are responsible for the health impacts it has on customers. Has the school adopted a health policy whereby it is trying to replace sweets and junk food with healthier options? It would be best that the Fair Trade Youth Co-op not oppose the school’s values and initiative by selling gum, chocolate bars or chips. It is common knowledge that eating sugar between meals causes cavities. More and more young people are becoming overweight and diabetic as a direct result of eating too much sugar and fat. Many products seem healthy because they are fruit or vegetable flavoured, but in fact they are jam-packed with sugar, food colouring, fat, etc. There a several healthy alternatives you can offer that contain less fat, sugar and artificial ingredients (e.g., yogurt instead of ice-cream sandwiches, fruit salads instead of candy). To find out, read the product ingredients and the nutrition facts table. Is the product genetically engineered (GE)? The health impact of these foods is still unknown. These products are not labeled as such either. Some countries have banned GE products from the shelves as a precaution. To find out which brands are genetically engineered, have a look at How to Avoid Genetically Engineered Food, a guide published by Greenpeace Canada available at gmoguide.greenpeace.ca. Some products contain stimulants that can be harmful when taken in large quantities or too often – for example, products with caffeine or other substances like those found in energy drinks (Red bull, Énergie, etc.). It has been proven that these can have a negative impact on health.32 Follow up Why not price your healthy products lower than the junk food? For example, sell juices for less than soft drinks. 32. “Safe Use of Energy Drinks,” Health Canada, December 20, 2006, accessed September 7, 2007, http://www.hc-sc.gc.ca/hlvs/iyh-vsv/food-aliment/boissons-energ-drinks-eng.php. Educational Toolkit for Cooperative Entrepreneurship 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 223 Activity Task Sheet Fact Sheet: Environment Impacts Humans are part of an ecosystem. An ecosystem is a community composed of living (animals, plants, bacteria) and inanimate elements and their environment. Every one of us has a direct impact on our ecosystem. The way we live, the work we do and the things we buy all have an impact on the environment. Have you heard of the expression “ecological footprint”? The ecological footprint represents the area of land and water needed to provide resources that a person or group of people require to survive (food, shelter, transport) and to absorb waste emissions. The ecological footprint is measured in hectares per year and per person or country. Here are a few examples: Ecological footprint by country Canada: 4.3 hectares per person United States: 5.1 hectares per person India: 0.4 hectares per person The world: 1.8 hectares per person On the website of the ministère du Développement durable, de l’Environment et des Parcs du Québec, you’ll find a tool to work out your ecological footprint: http://www.mddep.gouv.qc.ca/jeunesse/jeux/questionnaires/empreinte/questionnaire. htm (in French only). Calculate and compare your score with the Canadian average of 4.3 hectares per person. Or try it with your parents and calculate the ecological footprint of your entire family! The products we consume are also part of the scientific calculation used to evaluate our ecological footprint. When a product is packaged in a container, wrapped in cling film and then placed in a plastic bag to make it easier to carry, all this packaging affects our overall ecological footprint. What’s more, the type of packaging has an impact on the environment. For instance plastic is made from oil, which, as mentioned a little further, is detrimental to the environment. The source of the materials used for packaging has an effect on the ecological aspect of the product. It is also important to see if the packaging can be recycled, if recycling facilities exist at the school and whether this particular type of packaging is collected. Also, it takes a lot longer for a product from Mexico or Ecuador to reach us. Transportation by plane, train, boat and truck has a huge impact on the environment. The combustion of oil fuel produces acid pollutants. These emissions are formed when chemicals such as sulfur dioxide and carbon dioxide mix with the humidity in the air. The use of cars, trucks and the like increase greenhouse gases, acid rain and air and water pollution, which poses a real threat to populations, ecosystems and the next ➝ The Youth Co-op Toolkit D 223 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 224 224 Activity D economy, not to mention the danger they represent to human health.33 Finally, products used in industrial agriculture – chemical fertilizers, pesticides, herbicides and fungicides – lead to soil degradation and serious health problems. That is why when choosing a product, it is important to consider the way it was cultivated. Have you heard of organic and biodynamic agriculture or permaculture? You see, the choice of products sold by the Fair Trade Youth Co-op will also have an impact on the environment. Should you choose to sell individual portions? Can the packaging be recycled? Can you find products that have been cultivated in an environmentally friendly way? Can you buy products that are made in the region so as to reduce the shipping distance? Follow up Why not invite an organic farmer from your region to speak about this type of agriculture and its positive impacts on the environment? 33. “Les gas à effet de serre,” Ministère du Dévelopment durable, de l’Environnement et des Parcs, May 27, 2002, accessed September 7, 2007, http://www.mddep.gouv.qc.ca/air/questce-ges.htm. Educational Toolkit for Cooperative Entrepreneurship 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 225 225 Optional Activity The Hunger Dinner ➤ Objectives: Raise awareness about the various realities of young people around the world. Get participants to think about the different realities faced by youths in other countries. Preparation Materials Country data including average salary, geography, population, food consumption, etc. Cooperative context Discussion Group size Large group Activity Getting started Cooperation is important not only for your own community but also for people in other countries. Learning about the realities in different countries is a good way of developing solidarity and finding out how to help them. Day-to-day behaviours, choices and actions can change things and improve the living conditions of people in developing countries. Procedure In the afternoon Tell the group that a workshop on responsible citizenship will be held at dinnertime. Randomly hand out the country data sheets (20% developed countries, 80% developing countries). Each participant will attend the Hunger Dinner as a conference guest and ambassador of the country that they have been assigned. Before dinner In the room, put a tablecloth and candles on a table reserved for the ambassadors of developed countries, and put nothing more than a jug of brown water on a table reserved for the ambassadors of developing countries. next ➝ The Youth Co-op Toolkit 003-JeuneCOOP_part3_F_*CCQ-01_JeuneCOOP_Part2.qxd 13-06-27 16:15 Page 226 226 Optional Activity The Hunger Dinner During dinner The host shows the ambassadors to their seats. Once everyone is seated (two or three at the developed countries table and eight to ten at the third-world countries table), begin to serve dinner: juice for developed countries and brown water for the others. Several courses (fruit and products from the South) are brought to the developed countries table, but only a bowl of white rice (and no plates) is provided for the entire third-world table. Once dinner is served, tell the guests to begin and step back, letting them interact amongst each other. At this stage, it is likely that people at the developing countries table will feel annoyed and those at the developed countries table will feel uncomfortable. The situation will give rise to thought-provoking behaviour that could fuel some interesting debates: The first-world delegates are arrogant and dig in with gusto to their abundant meal. The first-world delegates agree to share their food – but only breadcrumbs – with the less fortunate delegates if the latter entertain them with a song, or successfully complete a challenge. Some delegates keep quiet but are very frustrated that they have only rice to eat. It is interesting to let participants interact without interfering. At some point, the first-world ambassadors will feel guilty and want to share; the way in which they do it (respectfully or after having considerably teased the others) and the mood at the other table will determine the reaction of the entire group and the atmosphere of the event. Sometimes, the developed countries won’t offer to share at all. Don’t interfere. Let each ambassador speak, one after the other (present their country and topic). A short discussion period (two or three minutes) should follow each speech, to allow participants to make comments. If by this point, the first-world countries have still not offered to share their food, ask them to do so. Make a point of explaining that most of the food comes from countries in the South and are controlled entirely by countries in the North. Feedback Review the main points and discuss the emotions that came up during the exercise. Did the activity reflect the situation in the real world? What are you prepared to do to help change the situation? Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:17 Page 227 Management and Evaluation Tools These tools are meant to be used as a guide. They may be adapted to your situation. Management Tools Group Dynamics The Dealer Game . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230 A Multitude of Dots . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233 Let’s Make Squares . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242 Accounting34 Forecasting Tools Initial Assessment of Financial Requirements (Scenarios 1 and 2) . . . . . . . . . . . . . . . . . . . . . . . Production Costs and Sales Price (Scenarios 1 and 2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Break-even Point Calculation (Scenarios 1 and 2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Sample Budget Forecast (Scenario 1) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Cash Flow Budget Forecast (Scenario 2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Forecasted Financial Statement (Scenario 2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246 247 248 249 250 251 Compilation Tools Sample Sales Journal (Scenarios 1 and 2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Sample Expenses Journal (Scenarios 1 and 2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Sample Purchase Order (Scenario 2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Sample Invoice (Scenario 2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Sample Deposit Slip (Scenario 2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Sample Cheque Stub and Cheque Book (Scenario 2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Petty Cash Register (Scenario 2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Register of Membership Shares and Patronage Dividends (Scenario 2) . . . . . . . . . . . . . . General Ledger (Scenario 2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252 253 254 255 256 257 258 259 260 Feel free to ask for help! Accounting can be complex. It would be beneficial to ask for support from a professional who is familiar with these notions. This person could either be a Caisse Desjardins advisor, an employee in charge of accounting for a school co-op or any other authority in the field. 34. At the end of this section, you will find an exercise to help you learn about bookkeeping and accounting tools, as well as an answer key. The Youth Co-op Toolkit 227 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:17 Page 228 228 Financial Statements Production Tools Sample Bank Reconciliation (Scenario 2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Statement of Income and Expenses (Scenario 1) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Income Statement (Scenario 2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Balance Sheet (Scenario 2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Accounting Exercise (Scenario 2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Answer Key (Scenario 2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261 262 263 264 265 268 Marketing (Scenarios 1 and 2) Brainstorming . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Practical Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Market Study . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Compilation of Market Study Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Information Guide for Promotion and Advertising . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Model Letter – Request for Sponsorship . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Sponsorship – Visibility Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Communicating with the Media . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Press Release – Announcement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Press Release – Invitation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271 272 275 277 278 281 282 284 287 288 Production (Scenarios 1 and 2) Register of Production Hours . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Compilation of Production Hours . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Planning Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 289 290 291 292 Human Resources (Scenarios 1 and 2) Conflict Resolution Strategies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293 Attendance Register for Board Meetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 296 Assessment Tools (Scenarios 1 and 2) Meeting Procedure and Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297 Meeting Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298 End-of-Year Summary (Annual Report) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299 Administrators’ Guide (Scenarios 1 and 2) Business Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Articles of Accreditation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . List of Founding Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Application and Notice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Educational Toolkit for Cooperative Entrepreneurship 301 308 309 310 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:17 Page 229 229 Internal Bylaws . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Members Contract . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Election Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Administrators Register . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Members Register . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Membership Share Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Membership Card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Sample Agenda – Founding General Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Sample Minutes – Founding General Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Sample Agenda – First Board of Directors Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Sample Minutes – First Board of Directors Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Sample Agenda – Board of Directors Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Sample Minutes – Board of Directors Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Collective Entrepreneurship Awareness and Promotion Officers ............. 311 317 320 321 322 323 324 325 326 330 331 333 334 337 The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:17 Page 230 230 Management Tools Group Dynamics The Dealer Game35 ➤ Objective: Solve a problem using only non-verbal communication. Preparation Materials for each group Four circles cut into fragments (Simple Broken Circles task sheet) Four envelopes Cooperative Context Equal sharing of materials Team Size Teams of four (home group) Activity Getting started With a group, the facilitator demonstrates a Simple Broken Circles session to participants. The facilitator steps back and randomly chooses a participant to replace him or her. The group repeats the activity while the others watch. In turn, one participant observer replaces one player. Procedure Each team is given all of the fragments. One person ensures that fragments are distributed equally among team members. The task is to re-assemble the circle, interacting with the other team members according to the following set of rules: Only give fragments, never take them. Play the game in complete silence. Do not gesture to other players. Re-assemble your circle individually. Neither give nor accept suggestions from others. Never take fragments from another student’s set. Pass one fragment at a time to another player. Do not place a fragment into another’s circle; only slide it towards him or her. The team succeeds when all members have completed their circles. If one team finishes before the others, they should inform the facilitator, and then try to find other combinations to reform the circles. 35. Conseil québecois de la cooperation et de la mutualité, Ensemble vers la réussite: Démarche d’initiation à la coopération, (Lévis: Conseil québécois de la coopération et de la mutualité, 2003), 60-66. Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:17 Page 231 231 Management Tools Group Dynamics The Dealer Game Feedback Questions to ask: What did you do to help solve the problem? What did you do that hindered problem solving? What did other team members do that helped to solve the problem? What did other team members do that hindered problem solving? In general, what was the team’s attitude? What strategies did the members of your team use to understand each other without speaking? The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:17 Page 232 232 Management Tools Simple Broken Circles Task Sheet Educational Toolkit for Cooperative Entrepreneurship Group Dynamics 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:17 Page 233 233 Management Tools Group Dynamics A Multitude of Dots36 ➤ Objective: Solve a problem using only words. Preparation Materials for each group Set of cards (A Multitude of Dots Task Sheet) Four feedback sheets Cooperative Context Equal sharing of materials Discussion Team Size Heterogeneous teams of four (home group) Activity Getting started One team demonstrates the activity while the others observe. Procedure Deal cards equally, making sure that no player sees another’s cards. Each card in the set has one or more duplicates, except one, which has to be found. The game ends when a card is identified as being unique, whether or not it is the right one. Make sure that all members agree before the person in charge of verifying is called. One team member times the team to see how long it took them to find the solution. Instructions for students: Do not show your cards to your teammates. Do not give your cards to your teammates. Do not draw or sketch the pattern on your card. Do not look at another team member’s cards. Do not refer to the number on the back of the card. Hold on to the cards that you have discarded. You can speak as long as it contributes to problem solving or the group’s success. Feedback The facilitator asks participants what strategies they used to find the unique card, shares his or her observations, and asks the following question: “Do you think these strategies will be useful for your Youth Co-op Project?”. Then, students complete the feedback sheet. 36. Conseil québecois de la cooperation et de la mutualité, Ensemble vers la réussite: Démarche d’initiation à la coopération, (Lévis: Conseil québécois de la coopération et de la mutualité, 2003), 67-84. The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:17 Page 234 234 Management Tools Group Dynamics A Multitude of Dots Task Sheet ✁ ✁ ✁ ✁ Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:17 Page 235 235 Management Tools Group Dynamics A Multitude of Dots Task Sheet ✁ ✁ ✁ ✁ The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:17 Page 236 236 Management Tools Group Dynamics A Multitude of Dots Task Sheet ✁ ✁ ✁ ✁ Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 237 237 Management Tools Group Dynamics A Multitude of Dots Task Sheet ✁ ✁ ✁ ✁ The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 238 238 Management Tools Group Dynamics A Multitude of Dots Task Sheet ✁ ✁ ✁ ✁ Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 239 239 Management Tools Group Dynamics A Multitude of Dots Task Sheet ✁ ✁ ✁ ✁ The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 240 240 Management Tools A Multitude of Dots Task Sheet ✁ Educational Toolkit for Cooperative Entrepreneurship Group Dynamics 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 241 241 Management Tools Group Dynamics Feedback Sheet Team members’ names: How did cooperation help you complete this activity? The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 242 242 Management Tools Group Dynamics Let’s Make Squares37 ➤ Objective: Understand the difference between team work and working cooperatively. Preparation Materials for each group Set of strips (Let’s Make Squares Task Sheet) Four feedback sheets Cooperative Context Equal sharing of materials Discussion Group Formation Heterogeneous teams of four (home group) Activity Getting started The purpose of this game is to make as many squares as possible by laying out the strips in different configurations. A set of strips is placed in the center of each group. Participants must make as many squares as possible using all the strips. All squares must touch one another. The number of squares is recorded each time a layout is completed according to the rules. The process is repeated and participants create a different layout. Procedure Part 1 All strips are placed face down. The game lasts 10 minutes. Part 2 Strips are face up. Each player receives strips with identical patterns. The rules of the game stay the same. Each player must place his own strips. Players must ask permission to change the position of a teammate’s strip. Players can offer to move their own strip. The game lasts 10 minutes. 37. Spencer Kagan, Cooperative Learning, (San Juan Capistrano, California: Resources for Teachers, 1994). Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 243 243 Management Tools Group Dynamics Let’s Make Squares Feedback At the end of the game, each team fills out the feedback sheet. The facilitator asks the team to share their thoughts and then shares his/her observations. The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 244 244 Management Tools The Strips Task Sheet Group Dynamics 38 38. Many of these elements are based on: Gouvernement du Québec, Ministère de l’Industrie et du Commerce, Mon projet d’entreprise, un atelier de travail destiné aux jeunes futurs gens d’affaires (Québec: Ministère de l’Industrie et du Commerce, 1995). Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 245 245 Management Tools Group Dynamics Feedback Sheet Team members’ names: Which of the two ways of working ensures equal participation of members? Did you observe any differences in the work climate? In which part do the members work more together? Were all team members involved in each part? Other observations or comments from the team: The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 246 246 Management Tools Accounting Forecasting Tools Initial Assessment of Financial Requirements (Scenarios 1 and 2) The following financial contributions will be used to cover the initial operating expenses. Youth Co-op members’ participation Number of members: Contribution of each member, refundable (or not)$ Partial total: $ Sponsorship from (name of the organization) Partial total: $ Other contributions Parents (number of parents) Partial total: $ Organizations (name of the organization) Partial total: $ Other income (indicate source) Partial total: $ Total of the initial amount: $ (sum of the amounts) What do we need to purchase in order to launch this project? Product Quantity Cost Total: Is there a deficit (a negative difference)? $ What are some possible solutions? Educational Toolkit for Cooperative Entrepreneurship $ 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 247 247 Management Tools Accounting Forecasting Tools Production Costs and Sales Price (Scenarios 1 and 2) Material purchased to create the product Cost Units produced Cost per unit 1) $ $ $ 2) $ $ $ 3) $ $ $ 4) $ $ $ 5) $ $ $ 6) $ $ $ Total expenses/number of units produced: $ per unit Other expenses 1) Equipment rental $ $ $ 2) Packaging materials $ $ $ 3) Shipping $ $ $ 4) $ $ $ Total expenses/number of units produced: $ per unit Total Surplus that we wish to save Sale price per unit $ $ $ per unit per unit per unit* * The sales price must cover production costs and related expenses while generating a reasonable surplus. Use the market study to validate the sales price by measuring potential clients’ responsiveness to the price. The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 248 248 Management Tools Accounting Forecasting Tools Break-even Point Calculation (Scenarios 1 and 2) A - Fixed Costs Assessment Various supplies (stationery, envelopes, stamps, etc.) $ Bank charges $ Insurance $ Promotion and advertising $ Salaries $ Rent $ Telephone bill, electricity, Internet $ Miscellaneous $ Total A $ B – Variable Costs per Unit Raw materials $ per unit Other expenses (equipment rental, packing products, transportation) $ per unit Total B (Production cost per unit) $ per unit Break-even Point* Fixed costs Sales price per unit – variable costs per unit Total A = units Sales price per unit - Total B * The break-even point allows you to determine the number of units that have to be produced to cover all costs – that is, for the co-op to be profitable. This step is used to determine sales objectives, which are part of the budget estimates (next step). Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 249 249 Management Tools Accounting Forecasting Tools Sample Budget Forecast (activity per project – Scenario 1) Youth Co-op name: for the period of to . Earnings Description Total Amount Project A Project B Project C Total Amount Project A Project B Project C Student contribution Parental contribution Organization A contribution Organization B contribution Other contributions Expected earnings from fundraising activity A Expected earnings from fundraising activity B Expected earnings from fundraising activity C Total: Expenses Description Expenses related to fundraising activity A Expenses related to fundraising activity B Expenses related to fundraising activity C Expenses for advertising or promotion of activity A Expenses for advertising or promotion of activity B Expenses for advertising or promotion of activity C Miscellaneous (inevitable) Total: Is there a deficit (a negative difference)? $ What are some possible solutions? The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 250 250 Management Tools Accounting Forecasting Tools Cash Flow Budget Forecast Youth Co-op name: Cash inflow/outflow Cash on hand at beginning of period (Scenario 2) for the period of to . 1 3 4 2 $ $ $ $ Membership shares $ $ $ $ Sales earnings $ $ $ $ Donations and sponsorships $ $ $ $ Loans $ $ $ $ Total inflow $ $ $ $ Purchase of materials $ $ $ $ Equipment rentals $ $ $ $ Office supplies $ $ $ $ Bank charges $ $ $ $ Insurance $ $ $ $ Advertising/promotion $ $ $ $ Shipping/transportation $ $ $ $ Salaries $ $ $ $ Rent $ $ $ $ Telephone, electricity, Internet $ $ $ $ Miscellaneous $ $ $ $ Total outflow $ $ $ $ Cash on hand at end of period $ $ $ $ Cash inflow: Cash outflow: Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 251 251 Management Tools Accounting Forecasting Tools Forecasted Financial Statement (Scenario 2) Youth Co-op name: For the fiscal year ending on: Earnings Sales earnings $ Donations and sponsorships $ Total earnings $ Expenses Purchase of materials $ Equipment rentals $ Office supplies $ Bank charges $ Insurance $ Advertising/promotion $ Shipping/transportation $ Salaries $ Rent $ Telephone, electricity, Internet $ Other $ $ $ $ Total expenses: $ The Youth Co-op Toolkit Educational Toolkit for Cooperative Entrepreneurship Signature: Total: (compilation of sales) Accounting 3 apple pies = $8 $8 $8 $ Sales for the period Forecasting Tools Description Description Description Description Description Description Simon Jackson (Scenarios 1 and 2) To ensure that all the sales were recorded in the general ledger, verify that the total sales of the sales journal = the total sales of the general ledger. Date: 12/04/13 Date Name of sales rep Sample Sales Journal Management Tools 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 252 252 Member’s name Purchase descriptiont Expense item (Scenario 1 and 2) To ensure that all the sales were recorded in the general ledger, verify that the total sales of the sales journal = the total sales of the general ledger. Date Sample Expenses Journal Management Tools Reason Total: Approved by (compilation of expenses) Amount Compilation Tools Accounting 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 253 253 The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 254 254 Management Tools Accounting Compilation Tools Sample Purchase Order Youth Co-op Name: Date: Order number: Contact person: Client name: Address: Phone: Fax: Number of units: Specifications: Delivery date: Comments: Bill issued on: Paid on: How did the client hear about the Youth Co-op? Educational Toolkit for Cooperative Entrepreneurship (Scenario 2) 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 255 255 Compilation Tools Accounting Compilation Tools Sample Invoice (Scenario 2) DATE: ORDER NO: YOUTH CO-OP NAME: CLIENT NAME: ADDRESS: Description Amount Total: SIGNATURE The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 256 256 Compilation Tools Accounting Compilation Tools Sample Deposit Slip (Scenario 2) Branch #: Caisse Desjardins Date: / Account #: Name of the account holder: List of cheques and deposit slips Description / Amount $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ Total from cheques Signature of depositor Educational Toolkit for Cooperative Entrepreneurship Cash deposited Number X5 X 10 X 20 X 50 X 100 Amount Coins X1 X2 Other $ $ $ $ $ $ $ $ Total cash deposit $ Total cheques $ Total deposit $ 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 257 257 Compilation Tools Accounting Compilation Tools Sample Cheque Stub and Cheque Book 0001 Date: / (Scenario 2) / Balance carried forward: $ To: For: Amount of cheque: $ Deposit: $ Balance: $ 0001 Caisse Desjardins Pay to the order of: / / $ /100 dollars For: Youth Co-op: 0001 0023 00034 By: By: The Youth Co-op Toolkit Educational Toolkit for Cooperative Entrepreneurship Supplier Description (Scenario 2) Inflow Outflow Balance at the end of the period: Balance at the beginning of the period: Member’s name to Balance Compilation Tools Accounting To ensure that all transactions were recorded in the general ledger, verify that the balance of the end of period for the petty cash register =the balance of the end of period for the petty cash register in the general ledger. Date Invoice no. Youth Co-op name Petty Cash Register Management Tools 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 258 258 The Youth Co-op Toolkit Amount Date of Membership Purchases paid for subscription category from the he share Youth Co-op * Patronage dividends in a worker cooperative: Cooperative surplus LESS Amount left in reserve (to ensure the sustainability of the business) Amount paid as contribution to the community EQUALS Surplus to be paid as patronage dividends Total: Member’s name Youth Co-op name: Cheque issue date Cheque no. (Scenario 2) Surplus to be paid as patronage dividends DIVIDED BY total number of hours worked (all members) EQUALS patronage dividends ($ / hours worked) For example: If a member works 100 hours for the Youth Co-op and the surplus to be paid as patronage dividends per hour is $0.50, he will receive a patronage dividend of $50. Total: Amount of Amount of patronage cheque dividends* Youth Co-op ($ /hours worked) Hours worked at the Date Accounting Compilation Tools Register of Membership Shares and Patronage Dividends Management Tools 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 259 259 Date Educational Toolkit for Cooperative Entrepreneurship Balance at the end Balance at the beginning 2 Outflow 1 Inflow Sales 3 Inflow 4 Outflow 5 6 Sales Caisse Desjardins Inflow 7 Outflow 8 Accounts receivable Sales 9 Inflow 10 Outflow 11 Accounts payable Sales 12 Inflow 13 Outflow 14 Loans Sales 15 Inflow 16 Outflow 17 Equity Sales 18 Outflow Outflow Inflow Inflow Inflow Inflow Inflow 25 24 23 22 21 20 Expenses 19 Income Sales Petty cash . Donations and sponsorships to Purchase of materials for the period of Equipment rentals – Youth Co-op (Scenario 2) Bank charges Youth Co-op name: Reason Compilation Tools Insurance General Ledger Cheque no. Accounting Advertising and Promotion Management Tools 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 260 260 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 261 261 Management Tools Accounting Financial Statements Production Tools Bank Reconciliation Balance of bank statement on (Scenario 2) $ Outstanding cheques (cheques issued, but not yet cashed): 1. 2. 3. Minus total outstanding cheques: $ Outstanding deposits (deposits registered in our books, but not yet appearing in the bank statement): 1. 2. 3. Plus total outstanding deposits Actual balance: $ $ Balance in the general ledger on $ Withdrawals from the bank that appear on the statement 1. 2. 3. Less the total withdrawals $ Deposits made by the bank that appear on the statement 1. 2. 3. Plus the total deposits by the bank Actual balance: Difference: $ $ $0 The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 262 262 Management Tools Accounting Financial Statements Production Tools Statement of Income and Expenses Youth Co-op name: for the period of (Scenario 2) to . Earnings Description Total amount Project A Project B Project C Total amount Project A Project B Project C Money remaining with the Caisse Desjardins (contributions from members, parents and others) Earnings (sales) from fundraising activity A Earnings (sales) from fundraising activity B Earnings (sales) from fundraising activity C Other income Total: Expenses Description Expenses (purchases) related to fundraising activity A Expenses (purchases) related to fundraising activity A Expenses related to fundraising activity B Expenses related to fundraising activity B Expenses related to fundraising activity C Advertising or promotion expenses for activities A, B and C Total: (Serves to follow up on initial objective) Results: (Earnings - Expenses) Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 263 263 Management Tools Accounting Financial Statements Production Tools Income Statement (Scenario 2) Youth Co-op name for the period of to . Earnings Sales earnings $ Donations and sponsorships $ Other: $ $ $ Total earnings $ Expenses Purchase of materials $ Equipment rentals $ Office supplies $ Bank charges $ Insurance $ Advertising/promotion $ Shipping/transportation $ Salaries $ Rent $ Telephone, electricity, Internet $ Other $ $ $ $ Total expenses: Surplus (deficit) $ $ The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 264 264 Management Tools Accounting Financial Statements Production Tools Balance Sheet (Scenario 2) Youth Co-op name: Date: Assets Petty cash balance $ Bank balance $ Accounts receivable $ Total assets $ Liabilities Accounts payable $ Debt to pay back $ Other $ Other $ Other $ Cooperative and members equity Membership shares $ Reserve of the cooperative $ Surplus (deficit) $ Total liabilities and equity $ (Total assets equal total liabilities plus total equity.) Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 265 265 Management Tools Accounting Financial Statements Production Tools Accounting Exercise (Scenario 2) Monday, September 8 It’s the start of the week, and the Wise Students Youth Co-op secures a significant contract. Marcel answers the call; a lady, Mrs. Tremblay, is offering a potato-picking job. Later that day, the Promotion Committee members arrive full of enthusiasm. They are getting ready for the Youth Co-op car wash planned for the following Saturday. Each person is given a task related to the promotion of the activity. Once the group has established a good action plan, Maya goes out and spends $12 on cardboard and markers, which she will need to make signs. Meanwhile, the postman delivers the mail, which includes the coop’s phone bill. Tuesday, September 9 Marcel agrees to take the contract with Mrs. Tremblay. The work is delegated to Esteban and Julie. They decide to visit the site (by bus, since it is quite far) in order to evaluate the extent of the work. Mrs. Tremblay offers to cover the bus fare for the duration of the contract; they are simply to add it to the final bill. The same day, Rodney arrives excited at the co-op. He just came back from a meeting with the Caisse Desjardins manager, who agreed to grant the co-op a $500 loan. Rodney took the opportunity to deposit the cheque while he was at the bank, thus replenishing the petty cash. Wednesday, September 10 Before heading off to work for Mrs. Tremblay, Esteban and Julie must purchase the necessary materials (bags, gloves, etc.). However, they have estimated a cost of $45, which is too much to take out of the petty cash. They ask the Treasurer, Rodney, for a cheque in the amount of $45. Esteban and Julie then go buy the material at the local hardware store, where their cheque is accepted since the co-op members are well-known there. Esteban and Julie then take the bus to Mrs. Tremblay’s place. Thursday, September 11 The Promotion Committee purchases the material for the car wash. Mohammed decides to pay with his own money; he’ll get reimbursed on the day of the car wash. Johnny decides to pay off his operating and membership shares today. Esteban and Julie are still working at Mrs. Tremblay’s place. The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 266 266 Management Tools Accounting Exercise Accounting (Scenario 2) Friday, September 12 Rodney goes to the Caisse Desjardins to pay the phone bill and decides to withdraw an additional $50 to replenish the petty cash with coins, which will be useful for the car wash. Esteban and Julie finish up the contract and hand the work evaluation form and the invoice to the client. Mrs. Tremblay can’t pay the entire bill immediately, but intends to send a cheque shortly. Saturday, September 13 It’s a bright, sunny day. The members are full of energy and are very well organized. They treat themselves to lunch, since there is enough money in the petty cash. Rodney also decides to reimburse Mohammed in cash. Sunday, September 14 A well-deserved rest for all. Monday, September 15 The Executive Committee arrives early at the Youth Co-op in order to prepare the Board meeting set for that afternoon. In the meantime, Mrs. Tremblay stops by the co-op and gives the members the evaluation form (which is very positive) as well as a cheque for their services. The Treasurer contacts the other members of the Finance Committee to straighten out the general ledger. They prepare Esteban and Julie’s paycheques and go deposit the money from the car wash. At the board meeting, the Finance Committee members recommend making the first payment on their bank loan, for an amount of $250, since it has been a good week from a financial standpoint, and because there is enough money in the account. The Board accepts. Rodney returns to the bank once the meeting is adjourned. Meanwhile, the Finance Committee performs an audit of all the cash flow and expenses for the week in the general ledger. At the last audit of the general ledger (Friday, September 5), the balance for each column was: Petty cash: Caisse Desjardins Accounts receivable: Accounts payable: Contract earnings: Other earnings: $20 $330 $11 $0 $405 $40 Wages: Equipment: Equity of members: Rent: Office supplies: Other: Educational Toolkit for Cooperative Entrepreneurship $366 $34 $400 $150 $98 $27 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 267 267 Management Tools Accounting Exercise Accounting (Scenario 2) Relevant information: Esteban and Julie estimated that they would work twenty hours each. The hourly rate for potato picking is $6. The cost for the material is $45. Esteban thinks that Julie has pretty eyes. The co-op % is 10. Mrs. Tremblay’s dog is blue. The phone bill is $142. The negotiated contract is worth $372.25. The bus fare is $2 per person (one way). The membership share is $5. The operating share is $25. Petty cash replenishment equates to $25. Lunch at the car wash costs $25. The earnings from the car wash are $1,245. Car wash material costs $17. The Youth Co-op Toolkit Educational Toolkit for Cooperative Entrepreneurship Mat. Car wash 11/09 11/09 Bus 11/09 Johnny Bus 2 10/09 Mat. #1 10/09 1 Loan 09/09 Cheque # 09/09 PC repl.. Bus 09/09 08/09 Phone Pens and cardboard Audit Date 08/09 Reason 05/09 2 3 13 14 15 16 Earnings Wages 17 18 19 20 Expenses 21 25 8 8 8 12 9 17 25 0 8 20 30 500 45 25 790 760 805 830 330 11 17 42 59 42 0 30 400 405 40 500 366 42 150 17 45 34 98 8 8 8 12 27 Inflow Outflow Balance Inflow Outflow Balance Inflow Outflow Balance Inflow Outflow Balance(Inflow)OutflowOutflow (Inflow) Inflow Inflow Inflow Inflow Inflow Outflow Outflow 1 Equity Equity of members Accounts payable 10 11 12 Contract earnings Accounts receivable 7 8 9 Other earnings Caisse Desjardins 4 5 6 Rent + phone + utilities Equipment + material Petty cash Office supplies Answer Sheet - General Ledger Debt (long term) Accounting Other Management Tools 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 268 268 PC repl. Bus 12/09 12/09 Pay Julie Debt. reimb. Audit 15/09 15/09 15/09 34 Pay Esteb. 15/09 The Youth Co-op Toolkit 6 5 1245 4 34 51 76 Car wash 17 25 8 84 15/09 75 372.25 Mat. Car wash 13/09 3 75 573 14 15 16 Earnings Wages 17 18 19 20 Expenses 2 1 250 108 108 75 1824,25 1824,25 2074,25 2182,25 2290,25 1045.25 673 372.25 372.25 11 11 383.25 17 0 0 430 1,245 777.25 1,285 372.25 250 (250) 582 108 108 192 96 98 96 25 8 Inflow Outflow (Inflow) Inflow Inflow Inflow Inflow Inflow 8 Balance 76 Inflow Outflow Balance Inflow Outflow Balance Inflow Outflow Balance(Inflow)OutflowOutflow 8 Outflow Outflow 15/09 Contract #1 Lunch 13/09 12/09 Contract #1 Bus 84 13 Equity of members Date 12/09 75 3 Equity Contract earnings Cheque # 3 2 Accounts payable 10 11 12 Other earnings Reason 12/09 Renf. PC 1 Accounts receivable 7 8 9 Rent + phone + Utilities Equipment + material Caisse Desjardins 4 5 6 Office supplies Petty cash Debt (long term) Accounting Other Management Tools 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 269 269 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 270 270 Management Tools Answer Key Accounting (scenario 2) Using the general ledger magic formula: (without taking into account petty cash replenishment: petty cash inflow and Caisse Desjardins outflow) Note: For this exercise, do not use the balances shown on the first line of the general ledger since they are FICTIONAL, which means that they are probably not balanced! Sum of inflow at the Caisse Desjardins and in the petty cash = Sum of earnings $2,147.25 = $2,147.25 Sum of outflow at the Caisse Desjardins and in the petty cash = Sum of expenses $639 = $639 Detailed calculation 500 + 30 + 372.25 + 1,245 = $2,147.25 And 500 + 30 + 372.25 + 1,245 = $2,147.25 45 + 42 + 108 + 108 + 250 + 12 + 8 + 8 + 8 + 8 + 25 + 17 = $639 And 12 + 42 + 8 + 45 + 8 + 17 + 8 + 8 + 25 + 108 + 108 + 250 = $639 Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 271 271 Management Tools Marketing (Scenarios 1 and 2) Stimulating Brainstorming 1) What kind of fundraising activities are you familiar with (ones that your school or other schools have already tried)? 2) What kind of new activities could be organized by your Youth Co-op? 3) Do you know of any natural resources in your community (vegetables, fruit, etc.) that you could sell, in bulk or processed, at strategic times of the year? 4) Do you know of any material that you could recycle or process to sell at strategic times of the year (Christmas, Halloween, Mother’s Day, Valentine’s Day, etc.)? 5) Do you think that you could provide specific services to certain types of groups in your school (peers, younger students, teachers or other professionals)? 6) Do you think that your Youth Co-op could offer certain services to groups that have specific needs in your community and surrounding neighbourhoods (daycares, residences for seniors, etc.)? 7) Do you think that the members of your Youth Co-op have particular talents that could be used to organize an activity? The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 272 272 Management Tools Marketing (Scenarios 1 and 2) Useful Information39 Potential Market People or businesses that are using or are likely to use a product or service in order to satisfy a need (consumers). Target Market A portion (segment) of the potential market. It consists of consumers whose specific characteristics – age, particular unfulfilled needs, occupation, income, etc. – or behaviors indicate they may be interested in your product or service. Your product or service cannot suit all consumers. That’s why it is best to focus your efforts on one or a few specific consumer groups. To be sure that your product or service truly answers the needs of your target market, study their behaviours and lifestyles. To do this, conduct a survey (market study). Competition All businesses or people offering products or services identical or similar to yours. They are competing with your business. Direct Competitor A business, person or group offering the same product or service, to the same clients on the same territory. Indirect Competitor Same product or service, same clients, different territory. Same product or service, different clients, same territory. Substitute product or service, same clients, same territory. Indirect competitors must not be underestimated. To fulfill a specific need, consumers will naturally choose between spending money on your product or spending an identical or similar amount on a slightly different product offered by your competitor. For example, a student who has not brought his/her lunch has many choices. The student can purchase a ham and cheese sandwich and tomato juice from the student cafe, a club sandwich with fries and a soft drink at the school cafeteria or s/he can eat at a restaurant near the school. Competitive Advantage Your product or service’s competitive advantages are the characteristics which differentiate your product or service from that of your competitors. It is what makes it more appealing, and thus more likely to be chosen by the consumer in your target market. For example, some of the product/service’s distinctive characteristics might be: higher-quality material, price, place where it is distributed, quality of the service and most importantly the awareness of the existence of the product or service (i.e., the extent of advertising or promotion, since an unknown product or service is no option at all) 39. SAJE Corporation, Mauricie-Bois-Franc, Le Plan Marketing. Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 273 273 Management Tools Marketing (Scenarios 1 and 2) Useful Information It is essential to be able to articulate and identify the competitive advantages of your product or service compared to those of your competitors. Once determined, you should validate their importance to the potential consumer. You will then be able to verify whether future clients are responsive to them. Focusing on these characteristics for your promotional activities will make you really stand out from your competitors. Market study Survey conducted among various people which allows you to determine whether they purchase or use similar products or services to yours and whether such products answer a previously identified need. Market studies also allow you to find out which characteristics are important to different types of consumers (in relation to the product, the price, the distribution point, etc.). This will help you identify what potential consumers are seeking Summary of elements used in the market study: Is there a need to be filled? How is it being met right now? Will product X (your product or service) help meet this need? Would you be interested in this product or service? (List your product or service’s competitive advantages and the range of choices. This will allow you to create a scale of values for each characteristic.) General information about the potential consumer (person or company), such as age, occupation, place of residence (locality), etc. There is a sample market study on pages 275 and 276, but be sure to adapt it to the context of your product or service. Marketing All activities, methods and tools used to make a product or service known to target clients in order to attract their attention and incite them to purchase the given product or service. Marketing is based on four elements: the product, the price, the place of distribution and promotion. Here are some things to consider for each element: Product or service Have a clear idea of your clients’ needs. Identify the product or service’s strengths (competitive advantages) and those of your competitors. Identify the product or service’s weaknesses and those of your competitors. The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 274 274 Management Tools Marketing (Scenarios 1 and 2) Useful Information Price Define the components of the product or service to set its price. Ask for a fair price. Evaluate the clients’ responsiveness to the price (market study). Place of distribution Take into account the clients’ habits. Promotion Use different media to get the same message across. Repetition, repetition, repetition, repetition. Use word of mouth – it’s simple, free and effective. For each product or service offered, keep target clients in mind and choose the best message (competitive advantage) and medium to convey it. Avoid going overboard on information – a short and simple message that is repeated frequently in different ways is much more effective. People do not read much – a picture is worth a thousand words (12% to 20% of people are functionally illiterate)40. To learn more, consult the information guide on promotion and advertising on pages 278 to 288 which also gives details about various partnership and sponsorship possibilities. 40. Translation of a French text in Bernard Dagenais, Le communiqué, ou, L’art de faire parler de soi, (Outremont: VLB, 1990), 166. Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 275 275 Management Tools Marketing (Scenarios 1 and 2) Market Study Demand for the product/service 1) Does the product/service that we offer answer one of your needs? Yes No More or less 2) Do you already use a similar product/service? Yes No More or less 3) Do any of your family members or friends use this product/service? If yes, who? Friend Father Mother Brother Sister Other Appeal of the product/service 4) Do you like the product/service we are offering? Yes No More or less 5) Can you see any areas for improvement? Yes No More or less If yes, what are they? The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 276 276 Management Tools Marketing (Scenarios 1 and 2) Market Study Intention to buy and price 6) Are you likely to buy our product/service? Yes No More or less 7) How much would you be willing to pay for our product/service? $1–$2 $2–$5 between$ and $ Respondent details 8) Gender: Male Female 9) How old are you? Under 15 years old 15–20 years old 30–40 years old 40 or older 10) Employment: Are you currently...? A student A student with a part-time job Working at home and/or at home raising children In regular employment (Genre d’emploi) Self-employed (profession or type of work) Retired Other Educational Toolkit for Cooperative Entrepreneurship 20–30 years old 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 277 277 Management Tools Marketing (Scenarios 1 and 2) Compiling the Results of the Market Study Sample Total number of people surveyed: Results of the survey Our product/service suits the needs of % of these people. The product/service is already used by % of these people. Our (improved) product/service would be appreciated by Our product/service would be used by % of these people. % of these people. The price these people are ready to pay for our product/service would be $ . Potential buyers (profile) Gender: Age: Other characteristics: Potential market Approximate number of potential clients in our territory: (according to the established profile) Number of people we expect to serve: (according to our forecast) Percentage of the total number of potential customers on our territory this group represents: % Conclusion Based on the results of our survey, we can say that the percentage of people who are truly willing to buy our product/service is in line with our potential market. Yes No Therefore it seems we will be able to offer Not sure units of our product/service. The price people are willing to pay for our product/service will allow us to cover our expenses and be profitable. Yes No Not sure Based on the results of our survey, it seems reasonable to set our price at $ . The production cost and the sales price must be determined before proceeding with the market study since its goal is not only to validate potential costumers’ interest in the product or service but also their responsiveness to the sales price. The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 278 278 Management Tools Marketing (Scenarios 1 and 2) Information Guide for Promotion and Advertising This section describes various avenues and strategic actions that will allow you to maximize the success of your activities. These include promotion and advertising because, beyond informing the public, they are good ways of creating partnerships and providing visibility for sponsors. Promotion and Advertising Who is your target market? Although it would be nice, it is impossible to reach everyone. That is why careful planning is essential before beginning any promotion or advertising activities for a product or service. To help guide your approach, the following questions may be used as a starting point. They will allow you to target potential customer groups and partners or sponsors, as well as help you identify the specific needs of different groups in your surroundings. Do you have any of the following in your school or surroundings? A school-based cooperative (Coopsco) A student union or council A Jeunes Entreprises group (JE) Student funding A school radio A school newspaper Co-ops in various activity sectors A youth center A website accessed by students or teachers A theater group An environmental group Sports teams A religious or spiritual group School bands Once you have identified the various groups in your area. Think about those you wish to reach, the needs of such groups, and the best tools to reach them. Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 279 279 Management Tools Marketing (Scenarios 1 and 2) Information Guide for Promotion and Advertising Reaching your target market There are certain basic elements to advertising and promotion. However, using your imagination is the key to a winning strategy. Think of common interests, since “birds of a feather flock together”! The following tools and strategies will help you reach the various target groups: Tools Posters, pamphlets, website Flyers Teasers (without revealing the all the details, announce through posters that an event will be held) Banner Spokesperson (find someone in your school who has influence to represent you) Resources Use the student radio station (create an ad or make an appearance during regular programming) Write an article for the student newspaper Tour classrooms (as a reminder, do a promotional blitz before the activity) Tour student unions/councils Use the Internet (send messages through email) Put up posters on bulletin boards at school Financing the activities There are three possible ways to fund your activities: 1. Partnerships It is much easier to sell ideas to people who share the same interests as you. By partnering, you have a better chance of reaching your goals and living the cooperative experience. Advantages of partnerships: By working with you, the partner contributes to the event’s success by sharing the costs and the risks. A partner is a gateway to a wider network of connections; you’ll benefit from greater visibility, increasing you participation rates. Put simply, a partnership is an equal, profitable, risk-sharing relationship where you and the partner benefit, since you attain shared results while answering the needs of both parties. The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 280 280 Management Tools Marketing (Scenarios 1 and 2) Information Guide for Promotion and Advertising For example, the Caisse Desjardins could help with the official launch of your Youth Co-op. They could be responsible for media relations and inviting other cooperatives in your region, while you could take care of the reception and snacks. 2. Sponsorships Sponsorships are another way to gather support for promotional activities or events. Sponsorships differ from partnerships in that the relationship is limited to a monetary investment. The sponsor does not take on any of the risks or get involved with logistics. However, a sponsor will expect a certain amount of visibility in return, like a strategically-placed banner or a company logo on your official documents. The best way to find sponsors is to act as a representative for your event. First, send them a sponsorship request letter and a visibility plan. Next, take the time to meet the people you have solicited. Make an appointment and be there on time. Be clear and get straight to the point. Make a meeting plan beforehand, emphasizing all the advantages for the business should they sponsor you. After the meeting, be sure to follow up by phone, fax or email, and thank the person you dealt with for their time. This will ensure that they remember you! Following the activity, when planning for next year, you can also send them a thankyou letter. Doing this is good way to follow up, and it serves as an activity summary. What’s more, it allows you to relive the experience in the future! To help you, we have included samples of a sponsorship letter and plan on pages 281 and 283. 3. Non-monetary sponsorships If there are no partnerships or monetary sponsorships available, consider a nonmonetary sponsorship (trading advertising for products or services). Instead of money, you can benefit from products or services to enhance your event. For example, to attract attendees, a conference organizer could offer a restaurant free advertising at the event in exchange for coffee and muffins. If a sponsorship seems out of reach during negotiations, suggest an exchange of services. Come prepared with an idea of the types of products or services you are looking for and how they could be used. Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 281 281 Management Tools Marketing (Scenarios 1 and 2) Letter Template-Request for Sponsorship Date Recipient’s/Company name Title Name of Organization 1234 Their Street Their City, Province HOH OHO Re: Sponsorship Request Dear Sir or Madam: (or Dear Mr./Mrs./Ms. X) Use the first paragraph to introduce your organization, mission and sector of activity. Next, create interest in your event by mentioning the date, the duration and the place where it will be held. Include the expected number of participants, the official partners and the activities planned. Mention why you are interested in this organization and the advantages of supporting your event. Then indicate the amount of financial support ($) you hope to obtain and how it will be used. Indicate that there is a visibility plan enclosed listing the various sponsorship options. In conclusion, state that you are available to meet in person or speak over the phone if they require additional information. Remember to give a date by which you expect an answer. Complimentary close (Sincerely/Best Regards), Signature Encl.: Visibility plan The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 282 282 Management Tools Marketing (Scenarios 1 and 2) Sample Visibility Plan The most important thing to remember when developing a visibility plan is to list the kinds of advertising opportunities you can offer. The sponsor should supply the promotional material. If you do supply it, increase your costs to reflect the additional expenses. Gold package: $1,000 investment Promotional medium Strategic targeting Posters 18” X 24” (20) Posted in all classrooms Flyers (1,500) Distributed to all students (e.g., 1,500 flyers for the school’s 1,500 students) School website The site is visited by teachers and students (e.g., there are 45 teachers and 1,500 students who visit the site) Banners (4) Posted in various places (name them) For $1,000, you will benefit from exposure on all these platforms. Silver package: $650 investment Promotional medium Strategic targeting Posters 18” X 24” (20) Posted in all classrooms Banners (4) Installed in various places (name them) For $650, you will benefit from exposure on all these platforms. Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 283 283 Management Tools Marketing (Scenarios 1 and 2) Sample Visibility Plan Bronze package: investment of your choice Promotional medium Strategic targeting Posters 18” X 24” (20) $400 Posted in all classrooms School website $350 Visited by teachers and students (e.g.: there are 45 teachers and 1,500 students) Flyers (1,500) $300 Distributed to all students (e.g.: Flyers for all 1,500 students) Banners (4) $300 Posted in various places (name them) Choose the promotional medium you would like your logo to appear on according to your budget. The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 284 284 Management Tools Marketing (Scenarios 1 and 2) Communicating with the Media Communication Your communication plan must be designed to suit your needs and budget. For in-school activities, student media (newspaper, radio, email) is low-cost and effective. Obviously, word of mouth remains the cheapest, easiest and most effective means of communication. For bigger events, getting exposure through the local media, such as newspapers or radio, is a good way to broadcast your message. Combined with other promotional activities, such media are an additional platform or advertising opportunity for your activity and for your sponsors and partners. A press release remains one of the best, most cost-effective ways to attract the media’s attention. However, it is imperative to use the proper wording and the proper format, in order to garner media interest. The press release must announce an event of public interest and it is specifically intended for publication or broadcast through the media. Important difference Advertising = Visibility for the business or the product or service in exchange for money. Media resource person: sales person, publicity advisor. Press release = Visibility for the business or the product or service in an article (free of charge). Resource person in the media: reporter, copywriter Many school boards have a resource person who specializes in media relations. Ask for their help! The Press Release: Four Things to Remember41 Here are four important things to remember about the press release. 1. Quality An effective press release includes an eye-catching headline, introduces an event of interest, and is well written, concise and accurate. 2. Type Here are two suggested types of press releases: Announcement: Announces and event and aims to get media attention and coverage so that the public will attend. (Sample on page 287.) Invitation to the press: This type of press release invites the media to an event or an important activity that you wish to promote. For instance, the donation of profits from a fundraising activity. (Sample on page 288.) 41. Conseil québécois de la coopération et de la mutualité, Ensemble vers la réussite: Démarche d’initiation à la coopération (Lévis: Conseil québécois de la coopération et de la mutualité, 2007). Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 285 285 Management Tools Marketing (Scenarios 1 and 2) Communicating with the Media 3. Formula Forget the traditional writing style which begins with an introduction and ends with a conclusion. A good press release breaks those rules since you must reveal your punchline immediately—everything is reversed. Who? What? When? Where? Why? How? Answering all these questions will help you establish the outline of your press release and gather all the elements necessary to make it compelling. The elements of an effective press release: Title: It should be catchy. This is your chance to make a good impression and attract attention. Lead: Contains the essential elements of the message. It is the summary of the announcement that will pique the interest of the reporter. We briefly answer the six basic questions of a press release: Who? What? When? Where? Why? How? Body of the text: This is where the supplementary elements come in to support the news and give depth to the six lead questions. The paragraphs following the preamble are short and contain one idea per paragraph. In the last paragraph, you can include a short description of your business and your web address. The symbol “-30-”: A press release always ends with “-30-”. It is a convention; anything written beyond this number will not be published. The source: State the name of the person who wrote the press release and indicate who to contact for additional information. 4. Distribution Simply contact your local media (weekly paper, TV and radio stations). They are usually happy to cover local events. Your student union’s press list can be quite helpful when looking for contacts. Consider sending the press release to your city or student newspaper. These can be excellent means of promoting your event. The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 286 286 Management Tools Marketing (Scenarios 1 and 2) Communicating with the Media Send out your press release a few days in advance in order to give reporters sufficient time to schedule the event in their timetables. Make sure the contacts included at the bottom of the press release will be available to answer calls from reporters. Finally, try to send the press release by fax or electronically. It is faster and cheaper! Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 287 287 Management Tools Marketing (Scenarios 1 and 2) Press Release- Announcement Type For immediate release Press Release Cooperative Business Week 2013 Cooperative business showcase organized as part of the 18th annual Semaine de la relève coopérative! Quebec-February 18, 2013. As part of the 18th annual Semaine de la relève coopérative, the X Youth Coop is proud to invite all students to a co-op business showcase, which will be held on Monday, February 25, 2013, between 8:30 a.m. and 4:30 p.m., at X school. Several cooperatives from the region will be attending to give students the opportunity to learn about their products and services. There will also be a special presentation by Mr. X, a co-op member, who will speak about his experience of launching a different type of business—the cooperative. This is the third consecutive year that the X Co-op has actively taken part in la Semaine de la relève coopérative, helping to raise awareness among youth about cooperation and cooperatives. During the week, a student fair-trade coffee house will also be organized by the Youth Co-op from X School, in order to reach our awareness objectives. These activities were made possible through the hard work and support of the X School Student Council, the X Cegep Cooperative, the Caisse Desjardins X and the Coopérative de développement régional X. - 30 Source: Name of the author For addition information: Contact person Title (optional) Contact information (telephone and/or fax and/or email) The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 288 288 Management Tools Marketing (Scenarios 1 and 2) Press Release- Announcement Type Press Release- Invitation Press Invitation To all News Directors, Quebec- February 18, 2013; The president of the Youth Co-op X, Ms. Y, is pleased to invite you to the Student Recognition Gala and launch of the Semaine de la relève cooperative 2013. The event will be an opportunity to sample regional products, courtesy of cooperative businesses in the area, and to learn about the activities scheduled for the week. Subject: Invitation to taste regional co-op goods as part of the launch of the Semaine de la relève cooperative 2013. Date: Monday, February 18, 2013 Time: 1 – 2 p.m. Place: Room X, X High School Address Give directions to the school and parking lot, if necessary (e.g., parking is available in Section A2). - 30 Source: Author For additional information: Contact person Title (optional) Contact info (telephone and/or fax and/or email) Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 289 289 Management Tools Production (Scenarios 1 and 2) Production Hours Time Sheet Youth Co-op name: Weekly Production Hours Time Sheet VP – Production VP – Production Member’s name Week of Date Arrival time Departure time The Youth Co-op Toolkit Number of hours worked 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 290 290 Management Tools Production (Scenarios 1 and 2) Production Hours Time Sheet Youth Co-op name: Monthly Production Hours Time sheet VP – Production Member’s name Week of Total hours worked Comments (motivation, quality of work) Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 291 291 Management Tools Schedule Production (Scenarios 1 and 2) Our committee is: Members of our committee are: Tasks Person in charge Educational Toolkit for Cooperative Entrepreneurship Due date (time of year) Idea retained What do we need to execute this idea? Planning Template Management Tools How much will it How much time do When and where cost to execute this we need to execute can we sell our idea? this idea? product or service? What steps need to be taken? (Scenarios 1 and 2) Production 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 292 292 Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 293 293 Management Tools Human Resources (Scenarios 1 and 2) Conflict Resolution Strategies42 Suggest or use one of the following strategies to improve conflict management. Negotiation Compromizing in order to reach a consensus. Mediation Ask a neutral third party for help to facilitate communication between both parties. “I” Use the “I” form instead of the “you” form to express your opinions. I 42. Taken from CONSEIL DE LA COOPÉRATION DU QUÉBEC (2003). Ensemble vers la réussite : Démarche d'initiation à la coopération, Lévis, Conseil de la coopération du Québec, p. 29-31. The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 294 294 Management Tools Human Resources (Scenarios 1 and 2) Conflict Resolution Strategies Letting go Let go of a conflict if it cannot be resolved or just isn’t worth it. Time out Take a break to calm down before attempting to resolve the conflict. Listening Take time to listen and understand the other. Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 295 295 Management Tools Human Resources (Scenarios 1 and 2) Conflict Resolution Strategies Take Turns Every person gets a turn. Randomly determine who will go first. Apologize Acknowledge your mistakes and say you are sorry. The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 296 296 Management Tools Human Resources (Scenarios 1 and 2) Attendance Sheet for Working Meetings or Board Meetings Youth Co-op Name: Meeting Attendance Date of the meeting: Name of members Present Type of meeting:: Absent Date of the meeting: Name of members Present Comments on member’s participation Member’s initials Type of meeting: Absent Comments on member’s participation Educational Toolkit for Cooperative Entrepreneurship Member’s initials 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 297 297 Assesment Tools (Scenarios 1 and 2) Working Meeting Evaluation Chart (or Board Meeting) Use this tool periodically to confirm that meeting procedures are being managed properly and to ensure a positive working environment. Not all questions have to be repeated each time. 1) How did today’s meeting go? 2) Did everyone respect the established rules of procedure? 3) Were you able to express your opinions (as you wanted to)? If not, who or what prevented you from doing so? 4) Are you satisfied with the results of the meeting? 5) What was the most difficult aspect of the meeting? 6) What was the easiest? The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 298 298 Assesment Tools (Scenarios 1 and 2) Summary Meeting This step allows participants to discuss their experience and prepare for the final step, which is writing the end-of-year summary or annual report. These questions can be used as guide for the summary meeting: 1) What were your goals at the outset? 2) Did you achieve those goals? Did you carry out the activities you had planned? 3) What did you learn on an individual and group basis? 4) What worked? What did not work? 5) If you were to start over . . .? Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:18 Page 299 299 Assesment Tools (Scenarios 1 and 2) End-of-Year Summary An adaptation of the traditional cooperative business annual report, the end-of-year summary highlights the qualitative and quantitative aspects of the year’s achievements, including a section on possibly giving patronage dividends to the community to promote the creation of Youth Co-ops in the school. The end-of-year summary can be structured according to the following model: Foreword Simple explanation of the Youth Co-op’s purpose The collective project Reasons for choosing this model to carry out a collective project The overall goal achieved What lessons participants came away with What professional input proved to be a success factor Organization of the cooperative Who were the participants? What was their level of participation? How did they feel about the experience? How did they divide the responsibilities? Which roles did the members take on? Production Committee summary Which production-related activities were completed? What problems were encountered during the project? How were these problems resolved? Were the goals achieved (number of units produced or services rendered)? (Use the information presented in the minutes of the meetings.) Marketing Committee summary What was the target market? Did you conduct a market study? Was there any sales training? What was the sales objective? Which sales strategies were used? Did you develop promotional activities? Did you establish partnerships with other organizations, businesses or cooperatives in the region? Did you use the media? (press release/articles to include in appendix?) What difficulties did the team encounter and how were they handled? (Use the information presented in the minutes of the meetings.) The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 300 300 Assesment Tools (Scenarios 1 and 2) End-of-Year Summary Accounting Committee summary How were financial needs evaluated in the beginning? How were forecasts established? What were the results? Which method was used for budget control? What challenges did the team face and how were they handled? What were the total sales and did they allow you to accomplish the project? Is there any money left over that has not been used? Is a contribution to the community planned in order to ensure future Youth Co-op projects in the school? (Strongly recommended but not mandatory) Special thanks Think of the people who helped the cooperative and its members in a particular way (counsellors, school management or staff, teachers, volunteers, etc.). This is the time to officially express your gratitude. Comments of advisors, volunteers or teachers involved (Optional) How do they feel about their experience? How do they see the effort, evolution and achievements of the participants in the Youth Co-op? Financial statements Presentation of earnings and expenses at the end of the project to demonstrate the success of the project. Distribution A copy of the end-of-year summary should be given to all participants and everyone involved in the Youth Co-op project (advisors, volunteers, professionals from the cooperative sector, sponsors, etc.). It might be interesting to organize a year-end meeting to make an official presentation (opening and closing by the Chair, summary of committee work by each VicePresident). Why not take advantage of the opportunity to publicly thank your partners or announce a contribution to the community to support projects in the upcoming year? You could even send a press release to highlight the event and invite local media. Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 301 301 Administrators’ Guide (Scenarios 1 and 2) Business Plan Business Plan (Youth Co-op Name) (Youth Co-op Head Office Address) A Youth Co-op model: Scenario 1 Scenario 2 inspired by the following A Workers Cooperative A Solidarity Cooperative A Consumer Cooperative The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 302 302 Administrators’ Guide (Scenarios 1 and 2) Business Plan Project description: The project description should indicate your target market and project objectives. Place of business: This refers to the physical place where the business operates (name of the school, the city and any other sites where the business will operate from). Description of product or service: This section details the product or service (materials used, colours, shapes, etc.) as well as all production stages. This section is to be completed by the Production Committee. Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 303 303 Administrators’ Guide (Scenarios 1 and 2) Business Plan Community benefits: The Business Plan should clearly describe how the project will benefit the community. Explain how the project will generate positive results for the school or neighbourhood (e.g., better access to products for students, improved quality of life for teenagers, etc.) Introduction of promoters: To introduce the promoters, you can include a description of the group as a whole. Give the number and age of Youth Co-op members, information about the neighbourhood and school, a list of all members with their titles and resumés (in appendix). This section is to be completed by the Human Resources Committee. The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 304 304 Administrators’ Guide (Scenarios 1 and 2) Business Plan Project partners: It is very important to identify the project partners (the local grocer who helps with the sale of your products, businesses that lend you equipment, sponsors, advisers and the companies they work for, etc.). Marketing plan: You may include the results of your market study, a description of your competitive advantages and outline of your pricing strategy, as well as the distribution points and methods you will use to promote the product or service. You can submit a model of your ads and flyers, or your slogan. This section is to be completed by the Marketing Committee. Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 305 305 Administrators’ Guide (Scenarios 1 and 2) Business Plan Production organization: This summarizes how production of the product or service will be organized. Who will supervise production? Which members of the Youth Coop will take part in production? Where will you get your raw materials? What are the costs for materials and production? What are the steps used for production planning? This part of the plan should also include production forecasts and deadlines. This section is to be completed by the Production Committee. The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 306 306 Administrators’ Guide (Scenarios 1 and 2) Business Plan Financial forecasts: Cash flow budget forecasts help you establish your needs in terms of short-term liquidity. These forecasts are usually made for each month, but for the Youth Co-op, quarterly forecasts are sufficient. The cash flow forecasts should indicate all income (subsidies, sales profits) and expenses (raw materials, etc.). The profit and loss statement shows the financial results of Youth Co-op activities for the period of one year. It shows the ratio of income to expenses. This enables members of the Youth Co-op to compare incomes and expenses. The balance sheet provides the financial status of the Youth Co-op at a given time. It shows Youth Co-op’s assets, liabilities and equity. The assets are the sum of all the Youth Co-op’s resources (money deposited, accounts receivable). The liabilities are the sum of the Youth Co-op’s debts. This section is to be completed by the Accounting Committee. Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 307 307 Administrators’ Guide (Scenarios 1 and 2) Business Plan Appendix: Articles and bylaws, as well as the promoters’ resumés should be appended to the Business Plan. You can also attach photos of your products, a copy of the questionnaire used in the market study or any other relevant information. Provide each working committee with a copy of all the management tools available here, in order to assist them with their section of the Business Plan. The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 308 308 Administrators’ Guide (Scenarios 1 and 2) Articles of Accreditation 1. Corporate name (Name of cooperative business) 2. Address (Head office) 3. Purpose of the cooperative Youth Co-op Scenario 1 or Scenario 2 based on the following cooperative model: Workers cooperative Solidarity cooperative Consumer cooperative created to provide its members with: (Type of goods, service or employment) in the field of: (Goods, production or employment sector) 4. Member territory or recruitment base: (Region, locality and/or group of individuals) 5. Collective Entrepreneurship Awareness and Promotion Officer supporting the project: (First and last name) 6. Entrepreneurship Awareness and Promotion Officer supporting the project: (First and last name) Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 309 309 Administrators’ Guide (Scenarios 1 and 2) List of Founding Members Founding Members Title Email Signature The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 310 310 Administrators’ Guide (Scenarios 1 and 2) Sample Application and Notice to include with Articles of Accreditation We, the undersigned, founding members of the cooperative named herein, (Name) apply to the Conseil québécois de la coopération et de la mutualité for the accreditation of this cooperative, and give notice that the person designated as provisional Secretary is: (Name) that the method and deadline for convening the Founding General Meeting are as follows: method: (Telephone, email, post, etc.) deadline: (days before the meeting) that the head office address of the proposed cooperative is: (Address) Date: Signature: Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 311 311 Administrators’ Guide (Scenarios 1 and 2) Internal Bylaws Youth Co-op name: Rule I-Purpose The cooperative named herein falls under the Youth Co-op program. Its purpose is to create a cooperative business in order to meet a collective need. The cooperative will allow young people and other active promoters to become familiar with democratic management and collective entrepreneurship. This cooperative is not legally incorporated, but is accredited by the Conseil québécois de la coopération et de la mutualité and will be managed in accordance with the principles of cooperative administration: Member participation Administration by members Ownership by members and sharing of equities Education of the members about cooperative principles Amendment(s): . Rule II-Membership The founding members of this cooperative include students and adults who have formed a promoters group to create the cooperative and apply for accreditation from the Conseil québécois de la coopération et de la mutualité. Other members will be recruited within the territory of the cooperative. Each member must purchase one membership share. In so doing, the members commit to take part in the activities of the cooperative and abide by its bylaws. Amendment(s): . The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 312 312 Administrators’ Guide (Scenarios 1 and 2) Internal Bylaws Rule III-Types of Membership User members are the individuals or companies that use the services provided by the cooperative or purchase its products. The cooperative advantage sought by such members is the procurement of a product or service which is suited to their needs and their financial means, as well as the possibility of partaking in managing the business. Working members are the individuals who perform any work required by the cooperative (employees). The cooperative advantage sought by such members is work (paid or voluntary) in a democratically managed business, as well as the possibility of partaking in managing the business. Support members are the individuals or companies that have an economic or social interest in the achievement of the cooperative’s objectives. Amendment(s): . Rule IV-Membership Share Capital The membership share capital represents all the membership shares purchased by the different categories of members, on which no interest is paid. Amendment(s): . Rule V-Membership Shares Membership shares are fixed at $ membership share. . Each member can hold no more than one To become a member, individuals or companies must buy the number of qualifying shares corresponding to their membership class: User members: one share of $ Working members: one share of $ Support members: twenty shares of $ Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 313 313 Administrators’ Guide (Scenarios 1 and 2) Internal Bylaws A share certificate (or a membership card) will be issued to each paying member upon subscription. Ownership of the share is non-transferable. Amendment(s): . Rule VI-Reimbursement of Membership Shares Members can request a reimbursement of their shares upon resignation. Amendment(s): . Approved. Rule VII-Organization and Responsibilities Members of the cooperative must support their Youth Co-op and the Youth Co-op must ensure that it fulfill its objectives as defined in its Articles of Accreditation. When convened to a meeting, the members of the Youth Co-op constitute the General Assembly. The members in attendance at the General Assembly constitute a quorum. The members in attendance at the General Assembly elect their representatives, who will form the Board of Directors. The elected members are the administrators of the Youth Co-op. The Board of Directors consists of administrators. The membership categories are distributed as follows: Number of user members: Number of working members: Number of support members: The length of the administrators’ mandate is . The Board of Directors administers the cooperative business. The Board of Directors’ decisions are based on a majority vote of the Board members present. In case of a tie, the President will cast the deciding vote. The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 314 314 Administrators’ Guide (Scenarios 1 and 2) Internal Bylaws The Board of Directors will elect the following officers from among its members: A President, who is the official cooperative’s spokesperson, prepares Board of Directors meetings and General Assemblies of Members, ensures that decisions made in General Assemblies and by the Board of Directors are executed, ensures enforcement of bylaws, signs official cooperative documents and co-signs cheques with the Treasurer. A Vice-President, who is jointly responsible for project management with the President and acts as President in his/her absence. A Secretary, who keeps important documents (articles and bylaws, the member registry, minutes, etc.) for the cooperative, convenes meetings and sends notices to members, prepares agendas and writes minutes for the General Meetings and Board of Directors meetings. A Treasurer, who oversees accounting and bookkeeping, keeps receipts and important documents related to accounting, co-signs cheques with the President, follows up on income and expenses, prepares cooperative budget forecasts in conjunction with the Accounting Committee, prepares financial statements and balance sheets regularly The Board of Directors also approves the election of the following coordinators: General Coordinator, Production Coordinator, Marketing Coordinator, Accounting Coordinator and Human Resources Coordinator. Their roles are to ensure implementation of Board decisions and proper follow-up. They are accountable to the Board of Directors. The President and/or the Secretary and Treasurer have signing authority for financial transactions. Their mandate usually lasts for the duration of the project. The Board of Directors submits an annual report of activities at the General Assembly (end of-year report) at the end of the fiscal year. Amendment(s): . Approved. Rule VIII-General Assembly Aside from the Founding General Meeting, an annual General Assembly will be held at the end of the year. It is the Board of Directors’ responsibility to convene the General Assembly. Notices will be sent to all members, as described in the bylaws, at least one week before the scheduled date of the meeting. An agenda will be sent with the notice. Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 315 315 Administrators’ Guide (Scenarios 1 and 2) Internal Bylaws At this meeting, the Youth Co-op will present a final report and financial statements. The members must approve the distribution of surplus as proposed by the Board of Directors, as either: Surplus assigned to reserve for growth and expansion of business Rebates returned to members, according to their category Amendment(s): . Approved. Rule IX-Board of Directors Meetings Regular meetings of the Board of Directors are held at the end of each month. Exceptionally, meetings may be convened by the President or by one-quarter of the directors. Only subjects listed on the notice of meeting can be discussed or voted on at any irregular meeting of the Board. In order to be valid, a Board of Directors meeting must be attended by the majority of the members plus one (50% +1). Amendment(s): . Approved. Rule X-Duration of Fiscal Year The Youth Co-op is deemed to be active as soon as its application for accreditation has been approved by the Conseil québécois de la coopéraiton et de la mutualité. The end of its fiscal year coincides with the end of the school year. Amendment(s): . Approved. The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 316 316 Administrators’ Guide (Scenarios 1 and 2) Internal Bylaws Rule XI-End of Activities On recommendation of the Board of Directors, the Youth Co-op can decide of its liquidation by a resolution adopted by three-quarters of the members present at the Special Assembly convened for this purpose. After that, the Youth Co-op will only continue to exist for liquidation purposes. The debts of the Youth Co-op will be paid first, and then membership shares will be reimbursed. It is a good idea to set aside a certain amount of money in order to facilitate the launch of the project next year, and to share profit fairly among members. Amendment(s): . Approved. Rule XII-Audit Members of the cooperative will choose an Auditor of Financial Statements (to be presented at the General Meeting) to audit the cooperative’s financial statements and books. This volunteer position can be held by the school’s accountant or by a person from a local coop. Amendment(s): . Approved. Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 317 317 Administrators’ Guide (Scenarios 1 and 2) Members Contract Possible points Rights (To ensure equality and participation of members in decisions) Example of issues to raise Participation in all votes Participation in the election of the Executive Committee Fair access to patronage dividends Payment of $ (hourly wage). Obligations A-Meetings System to encourage attendance at meetings System of sanctions for absenteeism Acceptable reasons for absence Sanctions for being late at meetings B-Membership Fees Membership share is $ Operational share is $ . . C-Departure Reimbursement of membership shares Effect on patronage dividends D-Volunteer Management Minimum weekly involvement in volunteer management Procedures if a member cannot fulfill requirements Sanctions if a member does not fulfill volunteer management requirements Bonus or encouragement when members have completed their hours E-Paid Work Start and end of work period Distribution of hours Laws and procedures for safety in the workplace System of evaluation of work by the client Attendance and regular communication between members Training at work Percentage to be reinvested in the Youth Co-op F-Punctuality on the job Influence on contract Influence on the Youth Co-op The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 318 318 Administrators’ Guide (Scenarios 1 and 2) Members Contract Possible points Example of issues to raise G-Poor quality of work Corrective measures (e.g., the member returns as a volunteer to complete the work or the member gives his/her salary to another member so that they can complete the work. H-Stealing Consequence on membership status Restitution of goods or money Effect on patronage dividends I-Drugs or alcohol consumption at the workplace Consequence on membership status Sanctions system J-Ethical conduct toward clients K-Other Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 319 319 Administrators’ Guide (Scenarios 1 and 2) Members Contract I, the undersigned, commit myself to respect the rules established by the Youth Co-op and to submit to the mentioned consequences if I fail to respect them: Name Signature Witness The Youth Co-op Toolkit Date 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 320 320 Administrators’ Guide (Scenarios 1 and 2) Election procedures Option 1 – Secret vote The facilitator asks the members of the Board of Directors to nominate a candidate for President. They are given a few moments to reflect on their choice and then write the name of the person they choose on a small ballot. The facilitator collects and counts the ballots and the candidate who receives the most votes will be asked whether he accepts the position. If he accepts, the position is filled. The same procedure is followed for each position. If there is a tie between two candidates, the facilitator first asks them if they are interested in the position. If so, a second secret vote is held. To properly guide the members in their decision-making, it is recommended that they consult the Task Descriptions. Option 2 – Official presentation and formal election After they have familiarized themselves with the Task Descriptions, the members evaluate their interest in these positions. The interested individuals prepare their respective election speeches. The facilitator invites the candidates interested in the position of President to step forward. Each candidate is given the floor. After the presentations, a secret vote is held. The facilitator collects and counts the ballots. He then announces the results and the same procedure is followed for each position. Option 3 – Conventional formal election The facilitator calls for nominations among the members present, for each position to be filled. After each proposal, the member accepts or refuses the nomination. If only one person is nominated, this person may accept or reject the position. If the member accepts, he is elected by acclamation. If there is more than one candidate, the candidates prepare an election speech and address the members. After all candidates have spoken, a secret vote is held. The facilitator collects and counts the ballots. The same procedure is followed for each position. Educational Toolkit for Cooperative Entrepreneurship Last name First name Administrators Register Administrators’ Guide Personal address (Scenarios 1 and 2) Starting Duration date of the mandate Comments 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 321 321 The Youth Co-op Toolkit Member’s name Address Member’s number Members Register Administrators’ Guide Educational Toolkit for Cooperative Entrepreneurship Total: Issue date Subscribed Subscribed Amount social participapaid share tion share (Scenarios 1 and 2) Date of Amount Date of payment reimbursed reimbursement 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 322 322 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 323 323 Administrators’ Guide (Scenarios 1 and 2) Membership Share Certificate No.: MEMBERSHIP SHARE CERTIFICATE (Name of cooperative business) The Name of school Youth Co-op certifies that (Name of member) has purchased one membership share at a face value of $ (Amount) and has become a member of the above-named cooperative. (Signature of a member of the Board of Directors) (Date) The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 324 324 Administrators’ Guide (Scenarios 1 and 2) Membership Card MEMBERSHIP CARD Name of the Youth Co-op: Name of member: Address: Date of issue: (Date of share purchase) Expiry date: (Reimbursement date, if applicable) Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 325 325 Administrators’ Guide (Scenarios 1 and 2) Sample Agenda-Founding General Meeting (name) Youth Co-op Agenda-Founding General Meeting at (Day and date) (Time) (Location) 1) Opening and welcome 2) Appointment of a meeting Chair and Secretary 3) Reading and adoption of the agenda 4) Reading and adoption of the internal bylaws 5) Election of Board of Directors 6) Adjournment The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 326 326 Administrators’ Guide (Scenarios 1 and 2) Sample Minutes-Founding General Meeting (name) Youth Co-op Minutes of the Founding General Meeting at (Day and date) (Time) (Location) 1) Opening and welcome The provisional Secretary greets founding members and guests, opens the meeting by reading the Youth Co-op Articles of Accreditation, identifies the attending founding members and informs the assembly that only founding members are allowed to vote. An attendance list is attached to Appendix 1. 2) Appointment of a Chair and Secretary The provisional Secretary asks the assembly to choose a Chair and a Secretary for the meeting. (name) moves that (name) the meeting. This motion is seconded by (name) (name) moves that (name) meeting Secretary. This motion is seconded by (name) These motions are adopted unanimously. chair . act as . 3) Reading and adoption of the agenda The President reads the agenda and asks if members have any changes to make. (name), seconded by (name), moves that the agenda be adopted as presented (or as modified). The motion is adopted unanimously. 4) Reading and adoption of internal bylaws The Secretary gives each founding member a copy of the internal bylaws draft. The Chair reads the bylaws article by article and invites members to voice their opinion on the content of each article. Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 327 327 Administrators’ Guide (Scenarios 1 and 2) Sample Minutes-Founding General Meeting (name), seconded by (name), moves that the internal bylaws be adopted as presented (or as modified) and entered into effect the same day. The motion is adopted unanimously. 5) Election of the Board of Directors The Chair refers to the election procedure in the internal bylaws and asks the assembly to assign an Election Secretary. (name) moves that (name) act as Secretary of Election. This motion is seconded by (name) . The motion is adopted unanimously. Nominations The Secretary of Election then accepts nominations according to established procedures. Users category (name) moves that (name) be nominated. This proposition is seconded by (name) moves that . (name) moves that (name) be nominated. This proposition is seconded by (name) be nominated. This proposition is seconded by (name). Since the number of nominations equals the number of available positions for this category, the Secretary of Election announces that the following members are now part of the Board of Directors: Since the number of nominations is superior to the number of available positions for this category, the Chair proceeds to a formal election, in accordance with the established procedures. The Secretary of Election announces that the following members are now part of the Board of Directors: The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 328 328 Administrators’ Guide (Scenarios 1 and 2) Sample Minutes-Founding General Meeting Workers category (name) moves that be nominated. This proposition is seconded by (name). (name) (name) moves that be nominated. This proposition is seconded by (name). (name) (name) moves that be nominated. This proposition is seconded by (name). (name) Since the number of nominations equals the number of available positions for this category, the Secretary of Election announces that the following members are now part of the Board of Directors: Since the number of nominations is superior to the number of available positions for this category, the Chair proceeds to a formal election, in accordance with the established procedures. The Secretary of Election announces that the following members are now part of the Board of Directors: Support members category _____________________(name) moves that _______________________(name) be nominated. This proposition is seconded by ____________________(name). _____________________(name) moves that _______________________(name) be nominated. This proposition is seconded by ____________________(name). _____________________(name) moves that _______________________(name) be nominated. This proposition is seconded by ____________________(name). Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 329 329 Administrators’ Guide (Scenarios 1 and 2) Sample Minutes-Founding General Meeting Since the number of nominations equals the number of available positions for this category, the Secretary of Election announces that the following members are now part of the Board of Directors: Comme le nombre de candidats proposés est supérieur au nombre de postes à pourvoir, le président procède à l’élection par vote secret conformément au règlement. Le président d’élection déclare élues les personnes suivantes: (name) moves that (name) be nominated. This proposition is seconded by (name). 6) Adjournment _______________________ (name) proposes the adjournment of the meeting. This proposition is seconded by __________________ (name). The motion is adopted unanimously. Signature of the Chair Signature of the Secretary NB: At the next Annual General Assembly, members will have to adopt these minutes. Once they have been adopted, the President and the Secretary of the Youth Co-op will need to initial each page of the minutes and sign them. The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 330 330 Administrators’ Guide (Scenarios 1 and 2) Sample Agenda-First Board of Directors Meeting Youth Co-op (name) Agenda-First Board of Directors at (Day and date) (Time) 1) Opening and welcome 2) Appointment of a meeting Chair and Secretary 3) Reading and adoption of the agenda 4) Election of officers 5) Time, date and location of the next meeting 6) Any other business 7) Evaluation of the meeting 8) Adjournment Educational Toolkit for Cooperative Entrepreneurship (Location) 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 331 331 Administrators’ Guide (Scenarios 1 and 2) Sample Minutes-First Board of Directors Meeting Youth Co-op (name) Minutes-First Board of Directors Meeting at (Day and date) (Time) (Location) Present: Absent: Visitors: 1) Opening and welcome The meeting begins at (time) _______________. ____________________(name) proposes to open the meeting, seconded by ___________________(name). This motion is adopted unanimously. 2) Appointment of a President and Secretary _______________ (name) moves that __________________ (name) chair the meeting. This motion is seconded by _____________________ (name). __________________ (name) moves that (name)___________________ act as meeting Secretary . This motion is seconded by______________________ (name). The motions are adopted unanimously. 3) Reading and adoption of the agenda The President reads the agenda and asks if the members have any changes to make. _____________(name), seconded by __________________(name), moves that the agenda be adopted as presented (or as modified). The motion is adopted unanimously. The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 332 332 Administrators’ Guide (Scenarios 1 and 2) Sample Minutes-First Board of Directors Meeting 4) Election of Officers The President describes the duties of each position and then accepts nominations. _____________ (name) moves that _______________(name) be nominated for the position of_____________ (title). This motion is seconded by ____________ (name). _____________ (name) moves that _______________(name) be nominated for the position of_____________ (title). This motion is seconded by ____________ (name). ________________ (name) moves that _______________(name) be nominated for the position of_____________ (title). This motion is seconded by ___________________ (name). _____________ (name) moves that _______________(name) be nominated for the position of_____________ (title). This motion is seconded by ____________ (name). The motions are adopted unanimously. 5) Date, time and location of next meeting The members agree that the next meeting will be held on ___________(date), at _____________(time), in Room ___________ (location) and that the purpose of the meeting will be to follow up on the topics of this meeting and discuss the Youth Co-op activities plan. The motions are adopted unanimously. 6) Other business No further business was discussed. 7) Evaluation of the meeting Members’ evaluations are in the appendix. 8) Adjournment The meeting is adjourned at _________(time). _____________ (name) moves to adjourn the meeting. This motion is seconded by ____________ (name). The motion is adopted unanimously. Signature of the President Signature of the Secretary Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 333 333 Administrators’ Guide (Scenarios 1 and 2) Sample Agenda-Board of Directors Meeting Youth Co-op (name) Agenda-First Board of Directors at (Day and date) (Time) (Location) 1) Opening and welcome 2) Reading and adoption of the agenda 3) Reading and adoption of last meeting’s minutes 4) Follow-up on last meeting 5) Committee feedback and propositions 6) Propositions and discussion previously brought up by members 7) Information 8) Date, time and location of next meeting 9) Any other business 10)Evaluation of the meeting 11)Adjournment The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 334 334 Administrators’ Guide (Scenarios 1 and 2) Sample Minutes-Board of Directors Meeting Youth Co-op (name) Minutes-Board of Directors meeting at (Day and date) (Time) (Location) Present: Absent: Visitors: 1) Open and welcome The meeting begins at (time) _______________. ___________________ (name) proposes to open the meeting, seconded by ___________________(name). This motion is adopted unanimously. The Secretary always records the start time of the meeting and voting process. 2) Reading and adoption of the agenda The President reads the agenda and asks if the members have any changes to make. ___________________ (name), seconded by __________________(name), moves that the agenda be approved as presented (or as modified). The motion is adopted unanimously. In this section, the Secretary notes the points that need to be added and the modifications. 3) Reading and adoption of last meeting’s minutes The President asks the members if they have any changes to make to the minutes of the last meeting. Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 335 335 Administrators’ Guide (Scenarios 1 and 2) Sample Minutes-Board of Directors Meeting __________________ (name), seconded by __________________ (name), moves that the minutes be accepted as presented (or as modified). The motion is adopted unanimously. In this section, the Secretary notes the suggested modifications. 4) Follow up on last meeting For information only. The Secretary does not need to write a report unless a member of the Board requests it. 5) Committee feedback and propositions The Secretary • States the original proposition • Summarize the argument in favour of the proposition • Briefly summarizes the discussion on the proposition • Asks that the proposition be reformulated in order to record it in the minutes (votes and results) • Indicates if there are documents or information included in the appendix • Takes note of all proposition, event those that are rejected 6) Propositions and discussions previously brought up by members Same as in 5. 7) Information The Secretary informs members about the mail received since the last meeting and records it in the minutes. If applicable, the Secretary indicates follow-up action, designates the person responsible and sets a deadline. After discussion, the Secretary asks that the proposition be reformulated and records the vote. 8) Date, time and location of next meeting The members agreed that the next meeting will be held on ___________ (date), at _____________(time), in Room ___________ (location) and that the purpose of the meeting will be to follow up on the topics of this meeting and discuss the Youth Co-op activities plan. The motions are adopted unanimously. The Secretary writes the date, time and location of the next meeting. 9) Any other business No further business was discussed. The Secretary adds any other business brought up on the agenda and summarizes the discussion and its results. The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 336 336 Administrators’ Guide (Scenarios 1 and 2) Sample Minutes-Board of Directors Meeting 10) Evaluation of the meeting The Secretary collects the members’ evaluations and puts them in the appendix. 11) Adjournment The meeting is adjourned at _________(time). ______________________ (name) moves to adjourn the meeting. This motion is seconded by ___________________ (name). The motion is adopted unanimously. The Secretary records the time of adjournment. Signature of the President Signature of the Secretary The President and the Secretary must sign the minutes once they are adopted. Educational Toolkit for Cooperative Entrepreneurship 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 337 337 Collective Entrepreneurship Promotion and Awareness Officers Abitibi-témiscamingue CDR ABITIBI-TÉMISCAMINGUE 162 Principale South, PO Box 96 Amos, Québec J9T 3A5 Telephone: 819 727-1055 Fax: 819 727-1062 [email protected] Estrie CDR DE L’ESTRIE 550 Dufferin St. Sherbrooke, Québec J1H 4N1 Telephone: 819 566-0234 Fax: 819 566-2406 [email protected] Montreal - Laval FEDERATION QUEBECOISE DES COOPERATIVES EN MILIEU SCOLAIRE 7333 Des Roseraies Place, Suite 501 Anjou, Québec H1M 2X6 Telephone: 514 352-1121 Fax: 514 352-1764 [email protected] Bas-Saint-Laurent CDR BAS-SAINT-LAURENT/ COTE-NORD 143 Saint-Germain St. West, Suite 105 Rimouski, Québec G5L 4B6 Telephone: (418) 725-COOP (2667) Toll-free: 1-877-725-COOP (2667) Fax: (418) 724-9448 [email protected] Capitale nationale -ChaudièreAppalaches CDR QUÉBEC-APPALACHES 1528 Jules Vernes Ave., Third floor Québec, Québec G5G 2R5 Telephone: 418 687-1354 Fax: 418 781-2076 [email protected] Côte-Nord CDR BAS-SAINT-LAURENT/ COTE-NORD 896 Puyjalon St., Suite 200 Baie-Comeau, Québec G5C 1N1 Toll-free: 1-877-725-COOP (2667) [email protected] Montérégie CDR DE MONTÉRÉGIE 134 Saint-Charles St. Saint-Jean-sur-Richelieu, Québec J3B 2B7 Telephone: 450 346-4426 Toll-free: 1 866 433-COOP (2667) Fax: 450 346-2350 [email protected] Lanaudière CDR DE LANAUDIÈRE 457 Laval St. Joliette, Québec J6E 5G9 Telephone: 450 759-8423 Fax: 450 759-2100 Info@lanaudière.coop Outaouais CDR OUTAOUAIS-LAURENTIDES 400 Maloney Blvd. East, Suite 101 Gatineau, Québec J8P 1E6 Telephone: 819 643-2884 Toll-free: 1 866 643-2884 Fax: 819 643-2887 [email protected] Centre du Québec - Mauricie CDR CENTRE DU QUÉBEC/MAURICIE 441 Barkoff St. Trois-Rivières, Québec G8T 2A5 Telephone: 819 370-6630 Fax: 819 370-6632 [email protected] Gaspésie -Îles-de-la-Madeleine CDR GASPÉSIE-LES-ILES 114F Perron Blvd. West New Richmond, Québec G0C 2B0 Telephone: 418 392-6741 Fax: 418 392-6839 [email protected] Laurentides CDR OUTAOUAIS-LAURENTIDES 96 Turgeon St., Suite 200 Sainte-Thérèse, Québec J7E 3H9 Telephone: 450 951-6334 Toll-free: 1 866 643-2884 Fax: 450 431-2219 [email protected] Nord-du-Québec CDR SAGUENAY-LAC SAINT-JEAN/ NORD DU QUÉBEC 600 Third St. Chibougamau, Québec G8P 1P1 Telephone: 418 748-6060 Fax: 418 748-4020 [email protected] Saguenay-Lac Saint-Jean CDR SAGUENAY-LAC SAINT-JEAN/ NORD DU QUEBEC 3885 Harvey Blvd., Suite 407 Jonquière, Québec G7X 9B1 Telephone: 418 542-7222 Fax: 418 542-7366 [email protected] CONSEIL QUÉBÉCOIS DE LA COOPÉRATION ET DE LA MUTUALITÉ 5955 Saint-Laurent St., Suite 204 Lévis, Québec G6V 3P5 Telephone: 418 835-3710 Toll Free: 1 800 975-COOP (2667) Fax: 418 835-6322 [email protected] The Youth Co-op Toolkit 004-JeuneCOOP_Part4_Outils_F_*CCQ-01_JeuneCOOP_Part3.qxd 13-06-27 16:19 Page 338