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: Scaling employee ownership Jurisdiction / context: International / global

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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

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.

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Guide·Intermediate

How to Design a New Circle Structure for an Existing Organization

Sociocracy For All

A step-by-step Sociocracy For All guide for transitioning an existing organization into linked, nested circles.

Sociocracy

Source

Why it fits

Research·Advanced

A Targeted Approach to Worker Co-op Development: Lessons from Mondragon and Northern Italy

Democracy at Work Institute

A report on targeted worker cooperative development strategies drawing lessons from Mondragon, Northern Italy, and U.S. examples.

Scaling employee ownershipWorker cooperative

Source

Why it fits

Research·Advanced

Co-operative Governance: Fit to Build Resilience in the Face of Complexity

International Cooperative Alliance

An ICA governance paper on how cooperatives can balance democratic principles, flexibility, resilience, and complexity.

GovernanceOther cooperative or member-owned

Source

Why it fits

Tool·Advanced

Delegate Circle Pattern

Sociocracy 3.0

The S3 pattern page for delegate circles, which connect domains and bring multiple perspectives into governance decision-making.

Sociocracy

Source

Why it fits

Book·Advanced

From Here to There: The Implementation Companion

Sociocracy For All

A Sociocracy For All implementation companion focused on the step-by-step journey of adopting sociocracy in real organizations.

Sociocracy

Source

Why it fits

Article·Intermediate

Sociocracy in Large Groups

Sociocracy For All

A Sociocracy For All article explaining why large groups should not try to make every decision together and how circles can support scale.

Sociocracy

Source

Why it fits

Article·Intermediate

When Co-op Principles Go Digital

Platform Cooperativism Consortium

A Platform Cooperativism Consortium article on cooperative identity in the digital economy, including scaling through replication, federation, social franchise, and protocols.

GovernancePlatform 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

Topic: Scaling employee ownership Jurisdiction / context: International / global

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 7 of 140 published resources.

Reset search and filters

Guide·Intermediate

How to Design a New Circle Structure for an Existing Organization

Sociocracy For All

A step-by-step Sociocracy For All guide for transitioning an existing organization into linked, nested circles.

Sociocracy

Source

Why it fits

Research·Advanced

A Targeted Approach to Worker Co-op Development: Lessons from Mondragon and Northern Italy

Democracy at Work Institute

A report on targeted worker cooperative development strategies drawing lessons from Mondragon, Northern Italy, and U.S. examples.

Scaling employee ownershipWorker cooperative

Source

Why it fits

Research·Advanced

Co-operative Governance: Fit to Build Resilience in the Face of Complexity

International Cooperative Alliance

An ICA governance paper on how cooperatives can balance democratic principles, flexibility, resilience, and complexity.

GovernanceOther cooperative or member-owned

Source

Why it fits

Tool·Advanced

Delegate Circle Pattern

Sociocracy 3.0

The S3 pattern page for delegate circles, which connect domains and bring multiple perspectives into governance decision-making.

Sociocracy

Source

Why it fits

Book·Advanced

From Here to There: The Implementation Companion

Sociocracy For All

A Sociocracy For All implementation companion focused on the step-by-step journey of adopting sociocracy in real organizations.

Sociocracy

Source

Why it fits

Article·Intermediate

Sociocracy in Large Groups

Sociocracy For All

A Sociocracy For All article explaining why large groups should not try to make every decision together and how circles can support scale.

Sociocracy

Source

Why it fits

Article·Intermediate

When Co-op Principles Go Digital

Platform Cooperativism Consortium

A Platform Cooperativism Consortium article on cooperative identity in the digital economy, including scaling through replication, federation, social franchise, and protocols.

GovernancePlatform cooperative

Source

Why it fits