Resource Library

 English Tools
English Publications
Herramientas en español
Publicaciones en español
Conflict and Communication
Cooperative Development
Culture, Equity and Justice
Decision Making
Evaluation and Assessment
Facilitation and Meetings
Finance
Formation
Governance
Training and Leadership

Accountability and Evaluation Toolkit

Source: USFWC Co-op Clinic

Courageous Conversations Worksheet

Adapted from Crucial Conversations by Patterson, Grenny, McMillan & Switzle, Difficult Conversations by Stone, Patton and Heen, and “Courageous Conversations” by Robert Gass

Mini Guide on Conflict and Accountability

Source: USFWC Co-op Clinic

Ten Common Blocks to Listening

Source: Paraprofessional Health Institute

The 4 "I's" for Giving Feedback

Source: New World Consulting

Tools for Conflict Resilience

Source: L.A. Co-op Lab

Cooperative Development Approaches

Source: DAWI

DAWI's Development Framework

Source: DAWI

Development Frameworks Self Assessment

Source: DAWI

Adding Racial Equity to the Menu: A Toolkit for Restaurant Employers

Source: ROC United, Race Forward and the Center for Social Inclusion

Building Trust Tool

Source: Praxis Consulting

Continuum on Becoming an Anti-Racist Multicultural Organization

Source: Crossroads Ministry, adapted by AORTA

Dismantling Anti-Black Bias in Democratic Workplaces: A Toolkit

Source: AORTA

Human Resources and Justice: Addressing Sexism and Racism in the Workplace

Source: Roadmap

Identifying an Equity Challenge

Source: National Equity Project

Mainstream / Margins in Group: A Practical Approach to Anti Oppression Work

Source: Training for Change

Ownership Culture Report

Source: Ownership Associates

Racial Equity Rubric Tool

Source: DAWI

Decision Making Chart Template

Source: DAWI

Decision Making Chart and Zones Worksheet

Source: DAWI

Decision Matrix Sample

Source: DAWI

Decision Report Template

Source: DAWI

Decision Zones

Source: Ownership Associates

Exercise: Decision Scenarios

Source: DAWI

Standard List of Corporate Decisions

Source: Ownership Associates

Sticky Dot Voting Tool

Source: DAWI

Democratic Workplace Checklist

Source: DAWI

Diagnosing Low Performance

Source: DAWI

Executive Director Performance Evaluation Form

Source: The Management Center

Financial Transparency Assessment

Source: DAWI

Management Skills and Traits Assessment

Source: DAWI

Manager Performance Evaluation Template

Source: The Management Center

Manager Performance Factors

Source: Jen Briggs

Manager Sample Job Description

Source: Island Employee Cooperative

Ownership Culture Self-Assessment

Source: DAWI

Performance Evaluations Upstream and Downstream

Source: DAWI

Performance Improvement Plan Sample

Source: DAWI

Sample Manager Job Description - Ward Lumber

Source: Ward Lumber

Sample Manager Job Description - Weaver's Way

Source: Weaver's Way

Systems of Accountability and Evaluations

Source: Democracy at Work Network (DAWN)

Systems of Accountability and Evaluations Appendices

Source: Democracy at Work Network (DAWN)

Team Evaluation Form

Source: L.A. Co-op Lab

Facilitation Tips

Source: Unknown

Facilitation in Motion

Source: AORTA

Facilitator's Guide to Participatory Decision Making

Source: Sam Kaner, et al.

Getting Started with Online Training and Facilitation 

Source: Training for Change

Meeting Agenda Template

Source: DAWI

Meeting Tools Worksheet

Source: USFWC Co-op Clinic

Meetings and Consensus

Source: South Mountain Company

Cooperative Equity and Ownership: An Introduction

Source: University of Wisconsin Center for Cooperatives

Equity Contributions Comparison

Source: DAWI

Financial Dashboard Template

Source: DAWI

Financial Dashboard Template Example

Source: DAWI

Financial Score Card

Source: DAWI

Financial Transparency Assessment Tool

Source: DAWI

How Money Flows Through a Cooperative

Source: DAWI

Internal Capital Accounts Guide

Source: ICA Group

Open Book Management Report Sample

Source: DAWI

Patronage Accounting Template - Individual

Source: DAWI

Patronage Background

Source: DAWI

Patronage Calculation Template

Source: DAWI

Patronage Notice of Dividend Template

Source: DAWI

Patronage Payout Template

Source: DAWI

Pro Forma Template

Source: DAWI

Profit and Loss Breakeven

Source: DAWI

Setting a Member Share Price

Source: ICA Group

28 questions to ask before meeting the lawyer

Source: DAWI

Becoming Employee Owned

Source: DAWI

Bylaw Considerations Tool

Source: DAWI, VEOC, USFWC

Bylaw Decisions By Membership

Source: DAWI

Bylaws and Operating Agreements: A Guide for Cooperatives

Source: DAWI

Bylaws for a Worker Cooperative - Model

Source: ICA Group

Conversions Guide 

Source: DAWI

Sample Legal Documents for Co-ops

Source: USDA

Sample Worker Co-op Bylaws

Source: DAWI

Steps to Starting a Cooperative

Source: USDA

What is a Worker Cooperative? 

Source: DAWI

Template: Rights and Responsibilities

Source: DAWI

Activity: Generative Questions for Boards 

Source: DAWI

Activity: Rights and Responsibilities

Source: DAWI

Board Training Planning Tool

Source: DAWI

Democratic Management Skills Check-up

Source: DAWI

Example Bylaws: Rights and Responsibilities

Source: DAWI

Levels of Influence

Source: Ownership Associates

Rights and Responsibilities Cheat Sheet

Source: DAWI

Rights and Responsibilities Examples

Source: DAWI

The Design of Governance Systems

Source: ICA Group

Annual Member Training Plan

Source: DAWI

Board Member Training Plan

Source: DAWI

Candidate Orientations - Arizmendi Sample

Source: Arizmendi Cooperatives

Coaching Approach: Intro to PHI

Source: PHI

Facilitator Agenda Template for Training and Retreats

Source: DAWI

Onboarding New Employees

Source: Praxis Consulting

Onboarding Training Template

Source: DAWI

Self-Leadership Tool

Source: DAWI

Who Does Personnel?

Source: DAWI
Guides

Becoming Employee Owned

Source: DAWI

Case Studies: Business Conversions to Worker Cooperatives

Source: Project Equity

Democratic Management: A Practical Guide for Managers and Others

Source: DAWI

Expanding Your Worker Cooperative Business: A Guide to Licensing & Franchising

Source: DAWI

Legal Guide to Co-op Conversions

Source: Sustainable Economies Law Center

Systems of Accountability and Evaluations

Source: DAWI

Working With Small Business Cooperatives: A Guide for Public Sector, Private Sector, and Nonprofit Allies

Source: DAWI
Conflicto y comunicación
Conversiones cooperativas
Desarrollo cooperativo
Equidad y justicia cultural
Evaluación y valoración
Facilitación y reuniones
Finanzas
Formación y liderazgo
Gobernanza
Toma de decisiones

Componentes de la confianza

Source: Praxis Consulting Group

Diez factores comunes que suelen bloquear la escucha

Source: DAWI

Herramientas para resiliencia al conflicto 

Source: L.A. Co-op Lab

Hoja de trabajo - Conversaciones valientes

Source: DAWI

Las cuatro "I"s para dar retroalimentación

Source: New World Consulting

Miniguía: Resolviendo el conflicto en las cooperativas

Source: USFWC Co-op Clinic

Convertirse en una empresa propiedad de les trabajadores

Source: DAWI

Guía para convertir una empresa en una cooperativa de trabajadores

Source: DAWI

Autoevaluación del Modelo de Desarrollo

Source: DAWI

Enfoques de desarrollo cooperativo

Source: DAWI

Marco de desarrollo de las cooperativas de trabajadores de DAWI

Source: DAWI

Continuum para convertirse en una organización transformadora contra la opresión

Source: AORTA

Corriente y orillas de los grupos

Source: Training for Change

Rúbrica de equidad racial

Source: DAWI

Autoevaluación de la cultura de propiedad

Source: DAWI

Evaluación de capacidades y habilidades de administración

Source: DAWI

Evaluación sobre el desempeño del equipo

Source: L.A. Coop Lab

Formulario de evaluación del rendimiento de los gerentes

Source: The Management Center

Lista para el trabajo democrático

Source: DAWI

Plan de mejora del rendimiento

Source: DAWI

Sistemas de rendición de cuentas y evaluaciones

Source: Democracy at Work Network (DAWN)

Sistemas de rendición de cuentas y evaluaciones apéndices

Source: Democracy at Work Network (DAWN)

Consejos para facilitar reuniones

Source: DAWI

Ejemplo de agenda para reuniones

Source: DAWI

Facilitación en acción

Source: AORTA

Introducción al tallerismo y a la facilitación en línea

Source: Training for Change

Plantilla de agenda para facilitador

Source: DAWI

28 preguntas para revisar antes de reunirse con un abogado

Source: Jenny Kassan, Katovich & Kassan Law Group

Antecedentes del patronato

Source: DAWI

Aportes de capital en las cooperativas de trabajadores

Source: DAWI

Calculo del patronato

Source: DAWI

Herramienta de evaluación de la transparencia financiera

Source: DAWI

Hoja de puntuación

Source: Jen Briggs

Informe de presupuesto y variación

Source: DAWI

Plantilla de notificación a los miembros del dividendo

Source: DAWI

Plantilla de pago de patronato anual cooperativo

Source: DAWI

Plantilla de panel financiero

Source: DAWI

Plantilla pro forma

Source: DAWI

Seguimiento del patronato

Source: DAWI

¿Cómo fluye el dinero a través de una cooperativa?

Source: DAWI

Autoliderazgo

Source: Hersey and Blanchard's Situational Leadership Theory

Ejemplo de orientaciones para candidatos

Source: Arizmendi 

Factores de desempeño de les gerentes

Source: Jen Briggs

Plan anual de formación interna

Source: DAWI

Plan de capacitación para la junta directiva

Source: DAWI

Plan de incorporación para cooperativistas en período de prueba

Source: DAWI

Actividad en grupo sobre los derechos y las responsabilidades de les miembres

Source: DAWI

Actividad en grupo: práctica de preguntas generativas

Source: DAWI

Derechos y responsabilidades de les trabajadores-propietaries

Source: DAWI

Ejemplo de derechos y responsabilidades

Source: DAWI

El diseño de sistemas de gobernanza para cooperativas de trabajo

Source: ICA Group

Evaluación de habilidades de gestión democrática

Source: DAWI

Funciones y responsabilidades de la junta de la cooperativa

Source: DAWI

Niveles de influencia

Source: Ownership Associates

Plantilla de derechos y Rresponsabilidades

Source: DAWI

Ejemplo de cuadrícula de toma de decisiones

Source: DAWI

Escenarios de decisión

Source: DAWI

Gráfico de la zona de decisiones

Source: Ownership Associates

Lista estándar de decisiones empresariales

Source: Ownership Associates

Plantilla de gráfico de decisiones

Source: DAWI

Plantilla de informe de decisión

Source: Ownership Associates
Guías

Convertirse en una empresa propiedad de les trabajadores

Source: DAWI

El proceso legal para iniciar tu negocio cooperativa

Source: East Bay Community Law Center, Green-Collar Communities Clinic, Sustainable Economies Law Center

Gestión democrática: una guía práctica para gerentes y otres responsables

Source: DAWI

Sistemas de rendición de cuentas y evaluaciones

Source: Democracy at Work Network (DAWN)