Heirloom Library

Find the right employee ownership resource

Explore trusted sources on employee ownership and democratic governance. Heirloom explains what each source is useful for, so you can follow a guide or look up exactly what you need.

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Format: Template Difficulty: Intermediate

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Ownership structure

The legal or member-ownership structure discussed.

Any ESOP (Employee Stock Ownership Plan)39 EOT (Employee Ownership Trust)17 Worker cooperative49 Other cooperative or member-owned3 Steward ownership9 Platform cooperative8

Topic / practical question

The question or work the resource helps with.

Any Choosing or comparing ownership9 Transition and succession22 Governance68 Sociocracy33 Participation and employee voice42 Ownership culture31 Legal34 Finance32 Valuation7 Education and training25 Scaling employee ownership30 Evidence and impact26 Organization design and self-management44

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Format

What kind of resource you want to use.

Any Article20 Guide40 Tool17 Case study10 Research17 Book8 Video3 Template8 Framework7 Reference6 Resource hub2 Presentation1 Program1

Difficulty

How much context the resource assumes.

Any Intro53 Intermediate55 Advanced32

Jurisdiction / context

Where the source or guidance is situated; especially important for legal and financial material.

Any International / global36 United States83 California, United States1 United Kingdom12 Canada2 Netherlands2 New Zealand1 Spain1

Showing 6 of 140 published resources.

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Template·Intermediate·New Zealand

The Loomio Co-op Handbook

Loomio Cooperative

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

GovernanceWorker cooperative

Source

Why it fits

Template·Intermediate·United States

Pro Forma Template

Democracy at Work Institute

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

FinanceWorker cooperative

Source

Why it fits

Template·Intermediate·United States

Sample Legal Documents for Cooperatives

USDA Rural Development

A USDA circular with sample cooperative legal documents, including bylaws and related governance provisions.

GovernanceOther cooperative or member-owned

Source

Why it fits

Template·Intermediate·United States

Sample Worker Cooperative Bylaws

Democracy at Work Institute

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

GovernanceWorker cooperative

Source

Why it fits

Template·Intermediate·United States

The ESOP Communications Sourcebook, 7th Ed.

National Center for Employee Ownership

An NCEO communications resource with templates, sample materials, and guidance for explaining ESOPs and financial concepts to employee-owners.

Participation and employee voiceESOP

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Template·Intermediate·United States

Worker-Owner Policy Handbook Template

Democracy at Work Institute

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

Participation and employee voiceWorker cooperative

Source

Why it fits

Heirloom Library

Find the right employee ownership resource

Explore trusted sources on employee ownership and democratic governance. Heirloom explains what each source is useful for, so you can follow a guide or look up exactly what you need.

Lookup results