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Heirloom Library
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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Showing 21 of 140 published resources.
Reset search and filtersNational Center for Employee Ownership
NCEO’s ownership culture hub explaining why employee ownership performs best when paired with information-sharing, employee voice, and owner-like thinking.
Aspen Institute
A detailed Aspen Institute case study of Clegg Auto’s transition to an EOT, including employee perspectives, ownership culture, profit sharing, governance voice, and community preservation.
National Center for Employee Ownership
An NCEO toolkit hub for companies in the first years after becoming employee-owned, with resources on governance, finance, communications, and culture.
U.S. Federation of Worker Cooperatives
A USFWC Co-op Clinic mini guide on the role, composition, and accountability of worker co-op boards.
U.S. Federation of Worker Cooperatives
A USFWC collection of short guides and tools on worker co-op fundamentals, including member engagement, boards, structure, decision-making, onboarding, member removal, and meeting templates.
Democracy at Work Institute
A DAWI-hosted AORTA resource outlining a conflict-resolution process that can be used by cooperatives.
Democracy at Work Institute
A DAWI guide to democratic management practices organized around power, information, people, and money, with tools and examples for worker co-ops and democratic workplaces.
Democracy at Work Network
A handbook for creating accountability and evaluation systems in small and medium-sized worker cooperatives.
National Center for Employee Ownership
An NCEO article explaining the ESOP committee’s role in plan administration, fiduciary decision-making, and employee communications.
Sociocracy.info
A case study of Hertzler Systems’ adoption of sociocratic meeting process, consent decision-making, and circle structure dynamics.
Sustainable Economies Law Center
A 30-minute SELC teach-in and supporting materials introducing governance, management, board roles, and power distribution in worker cooperatives and worker self-directed nonprofits.
Democracy at Work Institute / South Mountain Company
A practical resource from South Mountain Company with tips for effective meetings and consensus decision-making in worker cooperatives.
The Morning Star Company
Morning Star’s own description of its self-management model, built around personal missions, peer commitments, and human respect.
National Center for Employee Ownership
NCEO’s survey tool for measuring how well employees understand and experience ownership culture.
School for Democratic Management
A DAWI program and resource hub focused on practical democratic management tools, assessments, activities, and training.
National Center for Employee Ownership
An NCEO guide to developing and improving ESOP communication committees, with practical advice and case examples.
National Center for Employee Ownership
An NCEO communications resource with templates, sample materials, and guidance for explaining ESOPs and financial concepts to employee-owners.
Harvard Business School
A Harvard Business School case on Morning Star’s self-management model, accountability, compensation, and peer-based coordination.
Ownership Works
Ownership Works’ public framing of shared ownership as financial participation paired with ownership culture, engagement, and employee voice.
Democracy at Work Institute
A presentation from USFWC and DAWN advisors covering the basics of worker cooperative governance and management.
Democracy at Work Institute
A sample employee and worker-owner handbook template for existing worker cooperatives.