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 6 of 6 filtered resources.

Tool·Intro

Consent Decision Making

A Co-operatives UK resource explaining consent-based decision-making in sociocratic circles, including domains, objections, review dates, and decision records.

Co-operatives UK
SociocracyDemocratic governance+2 categoriesWorker co-opCooperative+2 models
Tool·Intermediate

Consent Decision-Making Pattern

The S3 pattern page for consent decision-making, describing a facilitated group process that invites objections and improves proposals.

Sociocracy 3.0
SociocracyTools+2 categoriesDemocratic organizationHuman-centered organization+2 models
Tool·Advanced

Delegate Circle Pattern

The S3 pattern page for delegate circles, which connect domains and bring multiple perspectives into governance decision-making.

Sociocracy 3.0
SociocracyOrganizational design+2 categoriesDemocratic organizationHuman-centered organization+2 models
Tool·Intro

Good Governance Guide to Loomio

A practical guide for using Loomio to support transparent board, committee, and collaborative governance processes.

Loomio
ToolsDemocratic governance+2 categoriesDemocratic organizationCooperative+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
Tool·Intro

Tools: Employee Ownership

An Aspen Institute Job Quality Tools Library entry highlighting tools that help business owners understand ESOPs, worker co-ops, transition financing, and ownership culture.

Aspen Institute
ESOPsTools+2 categoriesESOPWorker co-op+1 model