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RESOURCES

NEWSLETTER TOOLKIT RESOURCES

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User Guide

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NEWSLETTER TOOLKIT PHOTOS AND GRAPHICS

Newsletter Toolkit Photos

Newsletter Toolkit Graphics

Maps: Home Care Cooperatives in the U.S.

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NEWSLETTER TOOLKIT WRITTEN CONTENT

Why Home Care?

The Co-op Difference

Inspirational Quotes for Home Care Co-op Members

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NEWSLETTER TEMPLATES (WORD 2016)

Home Care Newsletter Template 1

Home Care Newsletter Template 2

Home Care Newsletter Template 3

Home Care Newsletter Template 4

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NEWSLETTER TEMPLATES (WORD 2008)

Home Care Newsletter Template 1

Home Care Newsletter Template 2

Home Care Newsletter Template 3

Home Care Newsletter Template 4

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TELLING OUR STORY TO POLICYMAKERS

Letter to Local Paper

Letter to Congressional Delegation

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FINANCIAL INFORMATION

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Income Diversification Study (Capital Impact Partners)

Introduction to Financial Management

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FINANCIAL MODEL

Financial Model - Instructions

Financial Model - PDF

Financial Model - Worksheet

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ACCOUNTING ITEMS

Accounting Glossary and Financial Ratios 

Accounting Glossary and Financial Ratios (Spanish) - Terminos

      Clave En Contabilidad Y Coeficientes Financieros

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CHART OF ACCOUNTS

Memo on Chart of Accounts

Chart of Accounts for Home Care Cooperatives

 

BORROWING AND LENDERS

Underwriting Home Care Cooperatives

Loan Fund Feasibility Study

 

FINANCIAL METRICS

Home Care Financial Metrics

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RECRUITMENT AND RETENTION​

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Recruitment and outreach toolkit

      Download Image 1

      Download Image 2

      Download Image 3

      Download Image 4

Effective Recruitment Strategies for Home Care Co-ops (The ICA Group)

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GOVERNANCE​

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Northwest Cooperative Development Center - Basic Responsibilities of the Co-op Board of Directors  

The ICA Group - Democratic Governance

The Design of Governance Systems (Spanish) - Gobernanza Democrática

Best Practices in in Board Training

 

POWERPOINT SLIDES

Northwest Cooperative Development Center - Cooperative Board Training

USDA Rural Development - Co-op Board Training 101

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CASE STUDIES

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A Start-Up Case Study of Peninsula Home Care Cooperative, Port Townsend, WA

 

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STATE HOME CARE MARKET ANALYSIS

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California

Michigan

Minnesota

New Mexico

New York

North Carolina

Pennsylvania

Texas

Washington

West Virginia

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COMMONLY USED FORMS

 

IN ENGLISH

Safety Observation Specialist

Caregiver Timesheet

Housekeeping Checklist

Client Incident Report

Task Check List and Charting

 

EN ESPAÑOL

Lista de Observación de Seguridad - Safety Observation Checklist

Hoja de Asistencia Por Los Cuidadores - No Mileage Caregiver timesheet

Lista de Cuidado del Hogar - Housekeeping Checklist

Reporte de Incidentes Con Clientes - Client Incident Report

Lista y Tabla de Tareas - Charting and Tasks

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OTHER RESOURCES

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Underwriting Home Care Cooperatives (Capital Impact Partners)

Effective Strategies for Member Education (UWCC)

Financial and Social Benchmarks (The ICA Group)

Home Care Benchmarking Report (The ICA Group)

The Use of Technology in the Home Care Industry (The ICA Group)

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