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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Topic: Governance Format: Template

Change filters2 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 5 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·Intro·United Kingdom

Editable Sociocracy Templates to Get You Started

Co-operatives UK

A Co-operatives UK template page offering practical downloads for co-ops beginning to use sociocratic governance practices.

SociocracyWorker 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·Advanced·International / global

Sociocracy For All Governance Agreement

Sociocracy For All

A real governance agreement from Sociocracy For All showing how domains, circles, authority, operations, and budget responsibilities can be documented.

Sociocracy

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

Topic: Governance Format: Template

Change filters2 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 5 of 140 published resources.

Reset search and filters

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·Intro·United Kingdom

Editable Sociocracy Templates to Get You Started

Co-operatives UK

A Co-operatives UK template page offering practical downloads for co-ops beginning to use sociocratic governance practices.

SociocracyWorker 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·Advanced·International / global

Sociocracy For All Governance Agreement

Sociocracy For All

A real governance agreement from Sociocracy For All showing how domains, circles, authority, operations, and budget responsibilities can be documented.

Sociocracy

Source

Why it fits