Co-Op Development Training Program

106 Fairfield Road, Sackville, NB E4L 2X9

Tel: 506-536-7215/ Fax (902) 678-0780

Eric Tusz-King,

CO-OP DEVELOPMENT TRAINING PROGRAM

CO-OP DEVELOPMENT ADVANCED COURSE

Application Form

Date of Issue: July 27, 2017

Application Deadline: August 15, 2017

[NOTE: If you have successfully completed one year of the Advanced Course, you do not need to re-apply. Instead, simply notify the Course Director that you wish to take the following year.]

Please complete this application form and e-mail it with any attachments to Course Director Eric Tusz-King at: . Once your application has been accepted, the Course Director will contact you.

Name ______

Address ______

Postal Code ______

Telephone ______Fax ______

Cell Phone ______E-mail ______

Which Courses are you applying to take:

Advanced Co-op Development Facilitation 101 (Year 1) ______

Advanced Co-op Development Facilitation 102 (Year 2) ______

Undecided _____

A.Background Information

Please provide pertinent information, including your experience with co-operatives, community economic development projects or business activities. (Please type your response directly on this form. Attach any additional information you think is relevant.)

______

B.Interest in Course

How did you hear about the course and why are you interested in taking the course? (Please type your response directly on this form.)

______

C.Skills and Knowledge

Please complete the following self-assessment of your knowledge and skills and or related experience on a scale of 0 to 2. This will enable you to determine which course level you should enter.

0. Little or None:I have a simple understanding but no experience

1. Basic:I have a basic understanding and limited experience

2. Intermediate: I have a good understanding and some experience

Indicate your level of ability beside each skill.

Co-operative Principles and Enterprise Types

a.___Knowledge of co-operatives' key characteristics

b.___Knowledge of co-op principles

c.___Knowledge of other corporate forms (corporation, societies, non-profit companies) and how they differ from co-operatives

d.___Knowledge of the forms of employee or independent contractor organizations, and applicability to worker co-ops

e.___ Knowledge of other forms of business organizations (partnerships, business corporations, etc.), and how they differ from the worker co-op model

f.___ Knowledge of the co-op advantage relative to the alternative business models

g.___ Knowledge of the multi-tiered structure of the Canadian co-operative movement

Bylaws and Governance Processes

Please identify the jurisdictions of your knowledge: provinces, territories, or federal level: ______

a.___Knowledge of co-op law

b.___Knowledge of bylaws/rules

c.___Knowledge of options for participatory democracy

d.___Knowledge of different roles of members, board, management

e.___Role of policies and approaches for policy development

Professional Behaviour/Code of Ethics

a.___Demonstrate Confidentiality

b.___Demonstrate Professionalism

c.___Demonstrate Positive Attitude

d.___Demonstrate awareness of ethical considerations

Knowledge Networks

a.___Maintain awareness of socio-economic climate

b.___Develop and maintain inventory of resources

c.___Develop and maintain network of expertise and support

d.___Source financing

e.___Develop awareness of government and legal regulations

f.___Develop network and brokering skills

g.___Advocate for client

Information Technology

a.___Word Processing

b.___Spreadsheets

c.___Electronic communications

d.___WEB searching

e.___WEB site development

Communication Skills

a.___Written

b.___Verbal

c.___Consensus development

d.___Goal development

Interpersonal Skills

a.___Listening skills

b.___Dialogue skills

c.___Exploratory questioning skills

d.___Negotiating skills

e.___Deal with resistance and manage conflict

f.___Interpret and apply non-verbal communications

g.___Interpret and apply verbal communications

Facilitation Skills

a.___Knowledge of adult education principles

b.___Facilitation skills

c.___Practical training experience

d.___Experience in developing training materials

Group Assessment Skills

a.___Identify leadership

b.___Determine whether there is a common objective

c.___Determine whether there is a match between each individuals' personal needs and the group's objective

d.___Determine whether the group can take responsibility for project

e.___Determine what level of understanding the group has regarding business, group process and the social, economic, regulatory environment

f.___Determine what financial resources are available

Leadership and Motivation Skills

a.___Empower individuals and group

b.___Build individual and group confidence

c.___Help to create a positive attitude

d.___Identify personal and group goals

e.___Point towards practical and realistic approaches to achieving goals

Conflict Resolution & Negotiation

a.___Experience with conflict resolution

b.___Experience in negotiation

Accounting Knowledge

a.___Understand the need for and requirements of an accounting system

b.___Knowledge of GAAP as they apply to presenting co-operative financial statements

c.___Knowledge of basic bookkeeping procedures

d.___Knowledge of issues regarding bonuses and patronage dividends

e.___Knowledge of taxation issues

Feasibility Evaluation Skills

a.___Market research

b.___Market analysis

c.___Strategic market planning

d.___Break-even analysis

e.___SWOT analysis

f.___Identifying members' goals and minimum financial needs

g.___Risk/benefit analysis

Business Planning Skills

a.___Understand the uses of business plans

b.___Knowledge of the appropriate format of business plans

c.___Knowledge of the proper presentation of financial information

d.___Knowledge of the factors which need to be considered and how calculated for cash flow

e.___Knowledge of how cash flow relates to viability and minimum required net income

Knowledge of Business Financing

a.___Knowledge of types of financing: sweat equity, common shares, debt, etc.

b.___Sources of financing

c.___Knowledge and use of self-directed RRSP program for co-op financing

d.___Knowledge of government programs

Project Management Skills

a.___Goal setting

b.___Scheduling and critical path development

c.___Resource and task allocation

d.___Meeting deadlines

Effective Client Counseling

a.___Apply interviewing techniques

b.___Assist client/group to conduct a situational analysis

c.___Assist client/group to develop action plan

d.___Recognize personal limitations and/or need to refer client/group to others for assistance

Diagnostic and Problem-Solving Skills

a.___Demonstrate problem solving approaches

b.___Recognize stages of business development process and implications

c.___Perform site observation visits

d.___Diagnose client business problems

e.___Address emerging opportunities and potential problems

D. REFERENCES

Please provide references for three parties that you have worked with.

Name / Address / Phone / E-mail / What Was Your Role and/ or What Services You Provided

E.OTHER COMMENTS

This personal information is being collected under the authority of Personal Information Protection and Electronic Documents Act of Canada and the applicable provincial privacy legislation and will be used to process your application. Your information is protected by the privacy provision of the Acts. Your submitted application form will be confidential and only the Program Administrator and Admissions Committee will have access to it for the purpose of considering your application. If you have any questions about the collection of this information contact the Course Director, Eric Tusz-King, at .