Preparing a co-op budget

The budget is your financial plan for the year. You can't operate without one. If it's done properly, preparing a budget and getting members to approve it can be a positive experience that unifies the co-op and lays a solid foundation for your financial performance during the year.

Members do care how their money is spent.

Come to this workshop if you want to:

  • learn a step-by-step procedure for developing a co-op operating budget
  • practise techniques for gathering information and applying it to your financial situation
  • share ideas for getting the budget approved by members
  • understand how to read financial statements
  • learn how to use the budget as a tool for financial control and member education after it's approved.

Available as a portable workshop

Sound management