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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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Topic: Organization design and self-management Format: Case study Jurisdiction / context: United States

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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

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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 3 of 140 published resources.

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Case study·Intermediate

Hertzler Systems Inc.: A Case Study

Sociocracy.info

A case study of Hertzler Systems’ adoption of sociocratic meeting process, consent decision-making, and circle structure dynamics.

Sociocracy

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Case study·Intermediate

Morning Star: Mission Focused Self-Management

The Morning Star Company

Morning Star’s own description of its self-management model, built around personal missions, peer commitments, and human respect.

Participation and employee voice

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Case study·Advanced

The Morning Star Company: Self-Management at Work

Harvard Business School

A Harvard Business School case on Morning Star’s self-management model, accountability, compensation, and peer-based coordination.

Participation and employee voice

Source

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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