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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Showing 15 of 15 filtered resources.

Organization·Intro

Mondragon: About Us and Cooperative Principles

Mondragon’s official overview of its cooperative principles, including democratic organization, sovereignty of labor, participation in management, and intercooperation.

Mondragon Corporation
Worker cooperativesDemocratic governance+3 categoriesWorker co-opCooperative+1 model
Guide·Intro

Ownership Culture

NCEO’s ownership culture hub explaining why employee ownership performs best when paired with information-sharing, employee voice, and owner-like thinking.

National Center for Employee Ownership
ESOPsOwnership culture+2 categoriesESOPHuman-centered organization+1 model
Tool·Intro

Co-op Clinic Mini Guides & Tools

A USFWC collection of short guides and tools on worker co-op fundamentals, including member engagement, boards, structure, decision-making, onboarding, member removal, and meeting templates.

U.S. Federation of Worker Cooperatives
Worker cooperativesTools+3 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
Guide·Intermediate

Democratic Management: A Practical Guide for Managers and Others

A DAWI guide to democratic management practices organized around power, information, people, and money, with tools and examples for worker co-ops and democratic workplaces.

Democracy at Work Institute
Democratic governanceParticipatory management+3 categoriesWorker co-opDemocratic organization+2 models
Research·Intermediate

Good Employee Ownership

A UK report on the practices, governance, and cultural conditions that support effective employee ownership.

Employee Ownership Association
Employee Ownership TrustsOwnership culture+3 categoriesEmployee Ownership TrustHuman-centered organization+1 model
Research·Intermediate

Making Employee Ownership Work: A Benchmark Guide

A benchmark guide summarized by Rutgers CLEO comparing employee-owned company practices across engagement, reward, governance, ownership culture, and social responsibility.

Rutgers Curriculum Library for Employee Ownership
ESOPsOwnership culture+3 categoriesESOPEmployee Ownership Trust+2 models
Article·Intro

Saying Yes to Working and No to Stumbling Blocks

A Sociocracy For All article focused on objections: what they are, why they matter, and how they can improve proposals rather than stop decisions.

Sociocracy For All
SociocracyDemocratic governance+2 categoriesDemocratic organizationHuman-centered organization+2 models
Organization·Intro

School for Democratic Management

A DAWI program and resource hub focused on practical democratic management tools, assessments, activities, and training.

School for Democratic Management
Participatory managementDemocratic governance+2 categoriesWorker co-opESOP+2 models
Guide·Intro

The Worker Co-operative Code

A worker-co-op-specific code explaining how cooperative principles apply to worker-owned businesses, including governance, membership, work, capital, and participation.

workers.coop
Worker cooperativesDemocratic governance+2 categoriesWorker co-opCooperative+1 model
Other·Intro

Worker Cooperative Governance and Management

A presentation from USFWC and DAWN advisors covering the basics of worker cooperative governance and management.

Democracy at Work Institute
Worker cooperativesDemocratic governance+2 categoriesWorker 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
Template·Intermediate

Worker-Owner Policy Handbook Template

A sample employee and worker-owner handbook template for existing worker cooperatives.

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