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 51 of 51 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

Sociocracy in Co-operative Organisations

A Co-operatives UK guide explaining sociocracy for co-ops, including consent decision-making, circle working, double-linking, open elections, benefits, drawbacks, and templates.

Co-operatives UK
SociocracyWorker cooperatives+2 categoriesWorker co-opCooperative+2 models
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
Guide·Intro

Worker Cooperative 101

A starter resource for understanding worker cooperatives, member ownership, and democratic workplace participation.

Democracy at Work Institute
Worker cooperativesDemocratic governance+1 categoryWorker co-opCooperative
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
Guide·Intro

Building Your Worker Co-op Board

A USFWC Co-op Clinic mini guide on the role, composition, and accountability of worker co-op boards.

U.S. Federation of Worker Cooperatives
Worker cooperativesDemocratic governance+1 categoryWorker co-opCooperative+1 model
Case study·Intermediate

Case Studies: Business Conversions to Worker Cooperatives

Project Equity case studies of businesses that converted to worker cooperatives, including examples such as Big Timberworks, Namaste Solar, Pattycake Bakery, and Real Pickles.

Project Equity
Worker cooperativesCase studies+2 categoriesWorker co-opCooperative+1 model
Guide·Intro

Circle Working for Co-operatives

A Co-operatives UK guide to semi-autonomous circles, domains, rounds, membership, and linking for cooperative organizations.

Co-operatives UK
SociocracyWorker cooperatives+2 categoriesWorker co-opCooperative+2 models
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
Case study·Intro

Co-operatives Using Sociocracy

A Co-operatives UK page highlighting co-ops that have implemented sociocracy, including Equal Care Co-operative, Outlandish, Unicorn Grocery, VME, and others.

Co-operatives UK
SociocracyCase studies+2 categoriesWorker co-opCooperative+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·Intro

Consent Decision Making for Co-operatives

A Co-operatives UK guide to consent-based decision-making, domains, review dates, decision records, and iterative governance.

Co-operatives UK
SociocracyWorker cooperatives+2 categoriesWorker co-opCooperative+2 models
Guide·Intro

Decision Making

A CWCF guide to decision-making in worker co-ops, including member meetings, board roles, management accountability, and the need for clear authority.

Canadian Worker Co-operative Federation
Worker cooperativesDemocratic governance+2 categoriesWorker co-opCooperative+1 model
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
Legal and finance·Intro

Employee Ownership Initiative: Employee Ownership

A U.S. Department of Labor resource comparing ESOPs, worker cooperatives, EOTs, and equity compensation, including a concise definition of EOTs as perpetual purpose trusts.

U.S. Department of Labor
Employee Ownership TrustsESOPs+3 categoriesEmployee Ownership TrustESOP+2 models
Legal and finance·Advanced

Equal Exchange Bylaws

A real-world example of articles of incorporation and bylaws from Equal Exchange, one of the better-known U.S. worker cooperatives.

Equal Exchange
Worker cooperativesLegal and finance+3 categoriesWorker co-opCooperative+1 model
Video·Intro

Intro to Governance & Management for Worker Cooperatives

A SELC teach-in page outlining core questions about governance versus management, common governance structures, board roles, officer roles, and legal requirements.

Sustainable Economies Law Center
Worker cooperativesDemocratic governance+2 categoriesWorker co-opCooperative+1 model
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
Legal and finance·Advanced

Legal Guide to Cooperative Conversions

A legal guide to converting an existing business to cooperative ownership, including entity formation, governance documents, asset transfer, financing, and transaction steps.

Sustainable Economies Law Center
Worker cooperativesLegal and finance+2 categoriesWorker co-opCooperative
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
Organization·Intro

Platform Cooperative Directory

A broad starting point for exploring platform cooperatives and member-owned alternatives in digital markets.

Platform Cooperativism Consortium
CollectivesWorker cooperatives+2 categoriesPlatform co-opCooperative+1 model
Template·Intermediate

Pro Forma Template

A DAWI spreadsheet template that helps worker cooperative entrepreneurs make a preliminary financial assessment of a startup or early-stage business.

Democracy at Work Institute
Worker cooperativesLegal and finance+1 categoryWorker co-opCooperative
Template·Intermediate

Sample Worker Cooperative Bylaws

An editable sample bylaws document for worker cooperatives that can help groups avoid starting their governance documents from scratch.

Democracy at Work Institute
Worker cooperativesLegal and finance+2 categoriesWorker co-opCooperative
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
Video·Intermediate

Sociocracy in Worker Co-ops Roundtable

A worker co-op roundtable from the International Co-operative Governance Symposium discussing sociocracy, hierarchy, flat governance, and cooperative practice.

Grassroots Economic Organizing
SociocracyWorker cooperatives+2 categoriesWorker co-opCooperative+1 model
Article·Intro

Sociocracy: The Worker Co-op Operating System

A CooperationWorks article arguing that sociocracy can help worker co-ops avoid informal hierarchy, scale beyond consensus, and build transparent governance practices.

CooperationWorks
SociocracyWorker cooperatives+2 categoriesWorker co-opCooperative+1 model
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
Legal and finance·Advanced

State Cooperative Statute Library

A state-by-state cooperative statute library hosted by NCBA CLUSA and curated with USDA Rural Business Cooperative Service.

NCBA CLUSA
Worker cooperativesLegal and finance+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

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
Guide·Intro

Types of Employee Ownership

A Project Equity comparison of ESOPs, worker cooperatives, and Employee Ownership Trusts.

Project Equity
ESOPsWorker cooperatives+3 categoriesESOPWorker co-op+2 models
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
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
Legal and finance·Advanced

Worker Cooperative Practice Guide

A SELC practice guide written for attorneys advising worker cooperative corporations.

Sustainable Economies Law Center
Worker cooperativesLegal and finance+1 categoryWorker co-opCooperative
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
Framework·Intro

World Declaration on Worker Cooperatives

CICOPA’s international declaration defining worker cooperatives and the core characteristics of democratic worker ownership.

CICOPA / CECOP
Worker cooperativesDemocratic governance+2 categoriesWorker co-opCooperative+1 model