# Executive Role and Stakeholder Worksheet

Use this worksheet to make the cooperative’s current operating reality visible. Describe what actually happens, not what an old job description says should happen.

## How to use this worksheet

1. Make a working copy.
2. Use fictional, aggregated, de-identified, or expressly authorized information.
3. State assumptions instead of silently filling gaps.
4. Mark questions that need finance, legal, HR, insurance, privacy, technology,
   governance, or district input.


## Stakeholder map

| Stakeholder or group | What they need from the cooperative | Influence (high/medium/low) | Current concern | Best communication cadence |
| --- | --- | --- | --- | --- |
|  |  |  |  |  |

**Notes and decisions**

- 
- 


## Decision-rights map

| Recurring decision | Recommends | Decides | Executes | Consulted | Informed | Escalation trigger |
| --- | --- | --- | --- | --- | --- | --- |
|  |  |  |  |  |  |  |

**Notes and decisions**

- 
- 


## Organizational chart notes

| Role | Reports to | Primary outcomes | Key decisions | Backup |
| --- | --- | --- | --- | --- |
|  |  |  |  |  |

**Notes and decisions**

- 
- 


## Director concentration inventory

| Responsibility held by director | Why it is concentrated | Keep / delegate / redesign | Risk if changed | Next step |
| --- | --- | --- | --- | --- |
|  |  |  |  |  |

**Notes and decisions**

- 
- 


## Completion check

- [ ] I used evidence or labeled assumptions.
- [ ] Every action, decision, or follow-up has an owner.
- [ ] I identified at least one cross-district implication.
- [ ] I identified at least one financial, legal, compliance, privacy, people, or continuity risk.
- [ ] I removed or protected sensitive information appropriately.

## Information safety

Do not upload personally identifiable student information, protected student records, confidential personnel information, unredacted contracts, credentials, or sensitive financial information to an AI system without explicit authorization. Follow FERPA, IDEA, district policy, employment-confidentiality duties, contractual restrictions, records rules, and approved data-security procedures.