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

Filtered resources

Refine this set without losing your search or current selections.

Prefer a guided path?

Narrow these results

Counts show each option across the full published Library.

Clear all filters

Format: Framework

Change filters1 selected

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

More filtersFormat, difficulty, jurisdiction

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 7 of 140 published resources.

Reset search and filters

Framework·Intro

Sociocracy 3.0

The official Sociocracy 3.0 site introducing S3 as a free, modular pattern language for evolving agile and resilient organizations.

Sociocracy

Source

Why it fits

Framework·Advanced

The Cooperative Growth Ecosystem: Inclusive Economic Development in Action

Democracy at Work Institute / Project Equity

A DAWI and Project Equity framework for understanding the local and regional supports that help worker cooperatives grow.

Education and trainingWorker cooperative

Source

Why it fits

Framework·Advanced

Commons-Oriented Open Cooperative Governance Model

Platform Cooperativism Consortium Resource Library

A governance and economic model for self-sustaining, mission-oriented, distributed organizations.

GovernancePlatform cooperative

Source

Why it fits

Framework·Intro

Cooperative Identity, Values & Principles

International Cooperative Alliance

The International Cooperative Alliance’s official statement of cooperative identity, values, and seven principles, including democratic member control and member economic participation.

GovernanceOther cooperative or member-owned

Source

Why it fits

Framework·Intro

Reinventing Organizations Wiki: Self-Management

Reinventing Organizations Wiki

A wiki overview of self-management practices and examples associated with the Reinventing Organizations framework.

Participation and employee voice

Source

Why it fits

Framework·Intro

The Shared Ownership Roadmap

Ownership Works

Ownership Works’ public framing of shared ownership as financial participation paired with ownership culture, engagement, and employee voice.

Participation and employee voice

Source

Why it fits

Framework·Intro

World Declaration on Worker Cooperatives

CICOPA / CECOP

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

GovernanceWorker 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

Filtered resources

Refine this set without losing your search or current selections.

Prefer a guided path?

Narrow these results

Counts show each option across the full published Library.

Clear all filters

Format: Framework

Change filters1 selected

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.

More filtersFormat, difficulty, jurisdiction

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 7 of 140 published resources.

Reset search and filters

Framework·Intro

Sociocracy 3.0

The official Sociocracy 3.0 site introducing S3 as a free, modular pattern language for evolving agile and resilient organizations.

Sociocracy

Source

Why it fits

Framework·Advanced

The Cooperative Growth Ecosystem: Inclusive Economic Development in Action

Democracy at Work Institute / Project Equity

A DAWI and Project Equity framework for understanding the local and regional supports that help worker cooperatives grow.

Education and trainingWorker cooperative

Source

Why it fits

Framework·Advanced

Commons-Oriented Open Cooperative Governance Model

Platform Cooperativism Consortium Resource Library

A governance and economic model for self-sustaining, mission-oriented, distributed organizations.

GovernancePlatform cooperative

Source

Why it fits

Framework·Intro

Cooperative Identity, Values & Principles

International Cooperative Alliance

The International Cooperative Alliance’s official statement of cooperative identity, values, and seven principles, including democratic member control and member economic participation.

GovernanceOther cooperative or member-owned

Source

Why it fits

Framework·Intro