Heirloom Library

Resources for employee ownership and human-centered organizations

A growing public library for worker co-ops, collectives, ESOPs, Employee Ownership Trusts, democratic governance, sociocracy, ownership culture, legal and finance topics, case studies, tools, templates, and research.

Recommended reading paths

Start with a guided path

New to employee ownership or democratic governance? These curated paths put resources in a practical order so you can learn by model, topic, or stage instead of sorting through the full catalog first.

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Intro8 readings

Worker co-op governance basics

Core resources for understanding worker cooperative governance, boards, meetings, policies, and democratic management.

Best for: Worker-owners, founders, cooperative developers, and boards

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Intro8 readings

ESOP foundations

A practical introduction to Employee Stock Ownership Plans, owner exits, feasibility, participant rights, and early implementation.

Best for: Founders, operators, boards, advisors, and employees

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Intro8 readings

Employee Ownership Trusts

A path for understanding EOTs, business transition, trust structure, financing, and examples.

Best for: Founders, operators, advisors, boards, and researchers

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Intro8 readings

Sociocracy and democratic governance

A sequence for consent decision-making, circle structure, roles, and sociocratic governance in cooperatives and human-centered organizations.

Best for: Operators, members, facilitators, boards, and advisors

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Intermediate9 readings

Scaling ownership culture

Resources on growing democratic organizations without losing participation, accountability, or mission alignment.

Best for: Operators, boards, founders, researchers, and ecosystem builders

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Intermediate8 readings

Legal and finance basics

A cautious path through legal structures, financing, feasibility, bylaws, valuation, and governance documents.

Best for: Founders, boards, advisors, operators, and investors

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Resource collection

Showing 16 of 16 filtered resources.

Template·Intermediate

The Loomio Co-op Handbook

An open handbook documenting how Loomio runs as a non-hierarchical worker cooperative.

Loomio Cooperative
Worker cooperativesSelf-management+3 categoriesWorker co-opCollective+2 models
Research·Intermediate

2025 Worker Cooperative State of the Sector

A sector report on worker cooperatives and democratic workplaces in the United States based on fiscal year 2024 data.

U.S. Federation of Worker Cooperatives / Democracy at Work Institute
Worker cooperativesResearch+2 categoriesWorker co-opCooperative+1 model
Video·Intermediate

Conflict Resolution

A DAWI-hosted AORTA resource outlining a conflict-resolution process that can be used by cooperatives.

Democracy at Work Institute
Worker cooperativesDemocratic governance+2 categoriesWorker co-opCollective+2 models
Research·Intermediate

Investing in Worker Ownership

A DAWI resource on the capital landscape for worker cooperatives and how finance institutions can support worker ownership.

Democracy at Work Institute
Worker cooperativesLegal and finance+2 categoriesWorker co-opCooperative+1 model
Guide·Intro

Meetings and Consensus

A practical resource from South Mountain Company with tips for effective meetings and consensus decision-making in worker cooperatives.

Democracy at Work Institute / South Mountain Company
Worker cooperativesDemocratic governance+2 categoriesWorker co-opCollective+2 models
Tool·Intro

Scale and Impact Resource Guide

A DAWI resource collection focused on scale, impact, cooperative growth, economic recovery, and worker cooperative sector data.

Democracy at Work Institute
Worker cooperativesTools+2 categoriesWorker co-opCooperative+1 model
Guide·Intro

Sociocracy in Cooperatives

A Sociocracy for All resource explaining why sociocracy can fit cooperative governance and how consent, circles, and peer learning can support co-ops.

Sociocracy for All
SociocracyDemocratic governance+3 categoriesWorker co-opCooperative+2 models
Guide·Intro

Starting a Worker Co-op

A Canadian Worker Co-operative Federation starting point with links to a handbook and sections on incorporation, decision-making, business planning, and co-op principles.

Canadian Worker Co-operative Federation
Worker cooperativesDemocratic governance+2 categoriesWorker co-opCooperative+1 model
Case study·Intermediate

The Lending Opportunity of a Generation

A financing FAQ and case study report for investing in businesses converting to worker ownership.

Cooperative Fund of New England, Project Equity, Democracy at Work Institute
Worker cooperativesLegal and finance+2 categoriesWorker co-opCooperative
Guide·Intro

Worker Cooperative FAQ

A plain-language DAWI overview of what worker cooperatives are, how they differ from other models, and how ownership and voting typically work.

Democracy at Work Institute
Worker cooperativesDemocratic governance+1 categoryWorker co-opCooperative+1 model
Research·Advanced

Worker Cooperatives: Pathways to Scale

A research report by Hilary Abell on barriers and success factors for scaling worker cooperatives, including cooperative culture, training, management, capital, and governance.

The Democracy Collaborative / Project Equity
Worker cooperativesResearch+3 categoriesWorker co-opCooperative+1 model