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 13 of 13 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
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
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
Article·Intermediate

Full-Circle Meetings

A Sociocracy.info article on the importance of full-circle meeting structure, delegated decision-making, and circle participation.

Sociocracy.info
SociocracyParticipatory management+2 categoriesDemocratic organizationHuman-centered organization+2 models
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
Template·Advanced

Sociocracy For All Governance Agreement

A real governance agreement from Sociocracy For All showing how domains, circles, authority, operations, and budget responsibilities can be documented.

Sociocracy For All
SociocracyTools+2 categoriesDemocratic organizationHuman-centered organization+2 models
Article·Intro

Sociocracy in Small Groups

A Sociocracy For All article on how small teams can use sociocratic practices and what may need adaptation at very small sizes.

Sociocracy For All
SociocracyCollectives+2 categoriesCollectiveWorker co-op+2 models
Book·Advanced

We the People: Consenting to a Deeper Democracy

A foundational book on sociocracy and dynamic governance, covering history, theory, principles, meeting methods, implementation, bylaws examples, and decision guides.

Sociocracy.info
SociocracyDemocratic governance+2 categoriesDemocratic organizationHuman-centered organization+2 models