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Heirloom Proposals

From shared idea to shared decision

Give every idea a clear path forward.

Heirloom Proposals helps cooperatives and member-led groups turn rough ideas into living proposals, shape them together, and keep a clear record of what changed, why it changed, and what the group decided.

Try Heirloom ProposalsSee a proposal take shape

Create a group and start your first proposal.

Could this become a place for meetings and workshops?

Is $8,000 enough for furniture and accessibility improvements?

We should make sure every member has a fair way to reserve it.

Could we try it for 90 days before making it permanent?

Living proposal · 04Ready for decision

Current proposal

Turn the unused back room into a shared member space

Convert the unused back room into a flexible member space for meetings, workshops, and member use, with movable furniture, improved lighting, and a shared reservation system. The cooperative would review usage and member feedback after a 90-day pilot.

Revision note

Budget and accessibility estimates, fair reservations, and a 90-day pilot were added after member feedback.

Current version

Version 4

Feedback carried forward
  1. Idea
  2. Proposal
  3. Feedback
  4. Revision
  5. Decision

Four pieces of group input converge on one current proposal, which records its stage, wording, revision reason, and version.

Before the proposal

Good ideas get lost when the process around them is scattered.

A promising idea begins in a meeting, then breaks apart across notes, messages, comments, and files. Soon people are responding to different versions and no one can see the whole path.

Meeting note

“Members want more space for workshops and small meetings.”

Group message

Do we know what accessibility updates would cost?

Document comment

Add a fair reservation policy.

Revised file

member-space-proposal-final-v3-revised.docx

One shared proposal

Turn the unused back room into a shared member space

One current proposal now holds the budget, accessibility estimates, fair reservation policy, and 90-day pilot.

01

The idea stays vague

People react to different versions of what was proposed.

02

The feedback disappears

It becomes difficult to see how a concern changed the proposal.

03

The decision loses context

The group keeps the final answer but loses the path that led there.

The proposal takes shape

Turn the conversation into something the whole group can see.

Heirloom gives a rough idea a clear home. The proposal holds its purpose, context, current wording, feedback, revisions, and decision together so the group can work on the same thing at the same time.

  1. 01

    Rough idea

    Use the unused back room

  2. 02

    First proposal

    Define meetings and workshops

  3. 03

    Member feedback

    Add budget and accessibility

  4. 04

    Revised proposal

    Set fair reservations and a 90-day pilot

  5. 05

    Final proposal

    Ready for member decision

One proposal. Many voices. A visible path forward.

Feedback with a destination

Participation that leaves a mark on the proposal.

Comments should do more than collect beneath a document. Heirloom lets the group see each concern, how it was treated, and where it changed the proposal or where a choice still needs to be made.

Member concern

“How will members reserve the room without one team taking most of the available time?”

Incorporated

The proposal now includes a shared reservation policy, monthly booking limits, and a review after the pilot period.

RevisionV2

Members may reserve the space through a shared calendar, with monthly booking limits to keep access fair across the cooperative.

Other feedback can be marked partially incorporated, unresolved, or brought to the group as a choice.

Participation should improve the proposal, not bury it.

A record worth keeping

Every version tells the story of the idea.

A proposal changes as the group learns. Heirloom preserves each accepted version, the reason for the revision, and the feedback that shaped it, so the final proposal never arrives without its history.

The history is not clutter. It is the record of the group thinking together.

Version 1

Preserved

Initial room-conversion proposal

Version 2

Preserved

Budget and accessibility estimates added

Version 3

Preserved

Reservation policy and 90-day pilot added

Version 4

Current

Ready for member decision

Shared clarity

Decide on the proposal everyone actually read.

When it is time to decide, the proposal stays at the center. The group sees the exact question, the final wording, and the decision method together - whether that is an equal vote, consent, or another agreed process.

Proposal · Version 4Ready for decision

Turn the unused back room into a shared member space

Convert the unused back room into a flexible member space for meetings, workshops, and member use, with movable furniture, improved lighting, and a shared reservation system. Review usage and member feedback after a 90-day pilot.

Decision question

Should the cooperative approve up to $8,000 for the 90-day member-space pilot?

Transparency means seeing what changed and why.

Built around the proposal

The process stays close to the idea.

01

Shape the idea

Give the proposal a purpose, enough context to understand it, and a clear stage in the process.

Proposal creation · purpose and context · visible stage

02

Shape it together

Keep discussion connected to the proposal, show how feedback was treated, and carry accepted changes into a new revision.

Discussion · feedback treatment · revision

03

Keep the record

Preserve earlier versions, the exact decision, and a transparent record of how the group arrived there.

Version history · exact decision · lasting context

A clear process helps the group keep moving.

Who it is for

Made for groups where decisions belong to more than one person.

Heirloom Proposals also works for any small team that develops important ideas collectively.

01

Cooperatives

Shape member proposals, operating changes, policies, and new initiatives with a process everyone can follow.

02

Member-led organizations

Bring member experience into the proposal while keeping the current wording and next step clear.

03

Associations and councils

Develop recommendations in the open and preserve the context behind the final decision.

04

Committees and working groups

Turn a discussion with many contributors into one proposal the group can confidently bring forward.

Why Heirloom

Not another place to store a document.

A document can hold the latest words. Heirloom preserves the work around those words: the discussion, the revision, the decision, and the reason the proposal became what it is.

A document alone

  1. Write
  2. Comment
  3. Duplicate
  4. Lose track

With Heirloom

  1. Draft
  2. Discuss
  3. Revise
  4. Decide
  5. Remember

Heirloom keeps the process around the proposal, not just the latest file.

Simple group pricing

One plan for the whole group.

Manual proposal work stays available even when the monthly AI allowance is used.

$12 per group / month

or $120 billed annually — save $24

14-day trial
  • One proposal group
  • Up to 50 members
  • Unlimited manual proposal work
  • 40 managed-AI actions each monthly window
  • Generation and AI revision share one pool
  • No rollover or automatic overages
Trial: 14 days, card required, with 10 managed-AI actions. Your selected plan starts automatically unless you cancel first.
Start monthly trialStart annual trial

A payment card is required. Cancel from Billing settings before the trial ends to avoid a charge.

FAQ

A few practical answers.

What is Heirloom Proposals?

It is a shared workspace where a group can develop an idea into a clear proposal, shape it through feedback and revision, and preserve the decision and its history.

Is it only for cooperatives?

No. It is designed with cooperatives and member-led groups in mind, and it also works for associations, councils, committees, working groups, and small teams that shape important ideas together.

Is this just a voting tool?

No. The decision is one part of the process. Heirloom keeps the proposal, discussion, feedback treatment, revisions, and final decision connected.

Can we create proposals without AI?

Yes. You can create, edit, discuss, and revise proposals directly. Manual proposal creation is part of the core workflow.

What happens when a proposal changes?

Each accepted revision is preserved as a new version, along with the feedback and reason behind the change, so the group can follow how the proposal developed.

Do we need to schedule a demo?

No. Create an account and start your own proposal group through the self-service flow. No sales call is required.

Begin with the idea in front of you

Give your group a clearer way to shape what comes next.

Start with an idea. Build the proposal together. Keep the history. Reach a clear decision.

Create your group without a sales call.

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