CDA Anywhere Home Page

Appendices

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A. Client Handling

B. Contacts

C. Marketing & Promotion

D. Reporting (eg outputs)

E. Human Resources (inc. staff training)

F. CDA Structure & Management

G. CDA Finance (inc. budgeting & business planning

H. FACT SHEETS - Model Informational Handouts for public distribution by CDA staff

I. Training for Clients

J. Specialist Areas (eg credit unions, community businesses)

K. Good Practice (case study examples)

L. Innovation (case study examples)

M. Other

 

Introduction

The appendices are a crucial element of this publication. They are the itemised syntheses of the extraction of experience and best practice from UK CDAs and other forms of CSO (Co-operative Support Organisation).

Left click on highlighted blue text to view documents. Right click for other options. Where there is no high lighted blue text, no document has as yet been uploaded for that particular heading. In the fullness of time, all headings will have associated documents on line. All documents are updated from time to time.

 

Appendices

A. Client Handling

  1. model enquiry form Word File
  2. model follow up form Word File
  3. Cash flow/profit & loss/balance sheet template Sheet File
  4. Business plan template Word File
  5. Client (group) details form Word File
  6. Client (individuals) detail form Word File
  7. Contact details form Word File
  8. Client work records form Word File
  9. Select a structure Word File

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B. Contacts

  1. contact lists
    1. local
      1. local councillors/authorities
      2. other co-op bodies
    2. regional
      1. local authorities in the region
      2. co-op bodies in the region
    3. national
      1. recommended suppliers of basic equipment and services
        1. Design & Print
        2. IT
        3. Legal
        4. Financial
      2. Federal Bodies
      3. CSOs Word File
      4. Co-operative Political Representatives Word File
    4. transnational
      1. TransNational Bodies

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C. Marketing & Promotion

  1. model marketing strategy Word File
  2. model promo material, model news letter
  3. models/sample introductory/informational leaflets for photocopy on to headed paper

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D. Reporting (eg outputs)

  1. model report to Local Authority Funders
  2. model Annual Report

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E. Human Resources (inc staff training)

  1. Recruitment
    1. recruitment & selection policy Word File
    2. job descriptions for CDA staff Word File
    3. person specification Word File
    4. job application form Word File
    5. model contracts for CDA staff Word File
    6. security of employment (redundancy, etc.) Word File
  2. Induction
    1. Staff induction Word File
    2. Staff HandBook Word File
    3. Notes for Directors Word File
  3. model procedures for CDA staff
    1. health & safety Word File
    2. disciplinary/grievance Word File
    3. equal opps Word File
    4. confidentiality Word File
    5. code of conduct
    6. financial regs/procedures
  4. Staff Training
    1. Outline Distance Learning Materials Word File
    2. draft Development Worker's Training Programme Word File
    3. the Co-operative Development "Kernel"
    4. supplements for CD Workers
    5. outline supplements for MROs, CU Workers, etc

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F. CDA Structure & Management

  1. model Memorandum & Articles of Association. Word File
  2. model filing system Word File
  3. model stationery - letter heading, compliment slips, business cards, purchase authority, invoice Word File
  4. model costing/pricing policy
  5. model CDA Forms
    1. time sheet forms/system Word File
    2. travel claims
    3. expense claims
    4. model invoices

     

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G. CDA Finance (inc. budgeting & business planning)

  1. model CDA Business Plan Word File
  2. model CDA budget (in Euros)
  3. model Grant Application??

 

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H. FACT SHEETS - for public distribution by CDA Staff

  1. model CDA FactPack - for clients (approximately 500 pages in total)

including model Informational Handouts on CDAs, Types of Co-operative, Types of Other Social Economy organisations, Key Historical Co-operators, Recommended Reading, Models of Incorporation, Registration & Company Law, Employee Buyouts & Succession Planning, Lists of Local/National Satutory Bodies, Business Planning, Information Systems, Human Resource Management, Co-operative Systems of Management & Decision Making.

It is intended that these be modified to suit local CDA's circumstances (at the very least, change name from "Anywhere" to your CDA's name and enter your CDA's address and contact details).  Please feel free to download and print off as required. 

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I. Training for Clients

Awaiting further input.

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J. Specialist Areas (eg credit unions, community businesses)

Awaiting further input.

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K. Good Practice (case study examples)

  1. Examples coming soon Word File
  2. Information Technology Recommendations
    1. Word Processors
    2. Spreadsheets
    3. Databases
    4. Accounts Software/invoicing
    5. Project Management Software
    6. time sheet software (ICOM/ICOF)
    7. IT Training

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L. Innovation (case study examples)

  1. Best Practice (case studies)

    1. Closure Response - CDA Luton Word File

    2. Conflict Resolution - NICDA Word File

    3. Co-operative Sector Study - CAN

    4. Regional Stats - Co-operative Solutions

    5. Redundancy Support

    6. Regional Co-operative Councils - CDA Luton

  2. Innovation - a selection of sundry examples of good practice

    1. Becoming a Multi-National - Scott Bader

    2. Employee Mutuals - CDA Humberside

    3. Enterprise Rehearsal - CDA Humberside

    4. Local Agenda 21 - CDA Luton

    5. Planning for Growth - Southampton Area CDA

    6. Buddy System - Word File

    7. Loan Guarantee - Word File

  3. Discussion - a random selection of discussion papers

    1. Defining Common Ownership - CDA Luton Word File

    2. Localising the Economy - CDA Luton Word File

    3. Consolidation in Economic Development Strategies - CDA Luton Word File

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M. Other

  1. Suggested Subscription list:
    1. local
    2. regional
    3. national
    4. transnational

  2. Suggested list of Publications for CDA reference "library": Word File

  3. Advantages of ICOM Affiliation
  4. Advantages of ICOM Accreditation

 

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CDA Anywhere
Copyright Digital Print / CDA Luton 2000