General Operations:

• Are there written job descriptions for all jobs? Which jobs still need descriptions? Should some job descriptions be updated?
• Are there written policies that cover order deadlines, work requirements, ordering rules, etc.? Do new members understand the policies?
• Are there clear directions for how work is to be done? Is there someone to ask when unanticipated events occur?
• Is the coordinator getting "burned out"? Is the work shared fairly?
• Does more than one person know how to do each job?
• Does each person know how to do more than one job?
• Is working at the coop enjoyable and rewarding?
• Is the distribution efficient? Are there enough workers for each job? Do you encourage new ideas about more efficient procedures?
• Are equipment and supplies on hand when needed? Are they stored properly when not in use? Is equipment kept in good repair?
• Is your ordering system efficient? Does it allow the group to easily fill cases? Does it allow members to get the products they wish to order? Does it take too long?
• Do you have suggestions to improve the way a particular job is done or process is handled?

Membership:

• Do you regularly orient new members to the coop's procedures and policies?
• Is there sufficient communication within the coop? Does your coordinator communicate information received from your suppliers to your members?
• Does your group hold enough meetings to make needed changes and address differences of opinions?
• Do you have a clear decision making process and does it work well?
• Does your group welcome new members? Does Buying Club Services know if you are accepting new members?
• Has your group sponsored or participated in any community events?

Record-keeping:

• Are all truck invoices, credit memos, etc., filed for reference?
• Are all of the coop's records open to everyone?
• Does your group have its own checking account? Is it reviewed at least annually by someone other than the check writer?
• Is more than one person familiar with the bookkeeping system and/or the computer program?
• Do your members understand additional charges (tax, deposits) and volume discounts?
• Are you using the FoodLink program or has someone investigated its usefulness?

If this Self Audit reveals any areas your buying club would like to improve, explore the Buying Club Resources.