We help our members engage their employee-owners and stand out with clients and job seekers.
Handouts & Communications Tools
Customizable, easy-to-use toolkits for communications, recruitment, and marketing.
12-Month Communications Plan
12-month, customizable communications plan to build a clear and consistent plan for building engagement.
Two-page, customizable handout explaining how your ESOP works. Also available in a one-page infographic.
Employee Owner Appreciation
Four-page, customizable document containing three different certificates for employee-owners.
Employee Ownership Trivia Game
Customizable, interactive game that helps build excitement while educating employee-owners about your company's employee ownership.
Six-page, customizable welcome packet, perfect for new employee-owners.
Test Your Understanding
Two-page, customizable handout that allows employee-owners to test their understanding of employee ownership.
Annual Statement Breakdown
Two-page, customizable handout highlighting how to read your annual statement.
Two-page, customizable press release template to help you announce your
membership in Certified Employee-Owned.
Guess the Share Price
Interactive game that builds excitement and understanding around employee ownership.
Become an Owner
Two-page, customizable handout that helps prospective employees see the vaue of your employee ownership.
Employee Ownership FAQs
Two-page, customizable handout that addresses the most frequently asked questions surrounding employee ownership.
Two-page, customizable handout explaining distribution and diversification.
Announcing EO Month- Email Template & Press Release
Customizable communications templates to announce Employee Ownership Month
Customizable PowerPoint deck designed for a 20 - 30 minute onboarding presentation for new employees.
Customizable, interactive game for employee-owners.
Introduction to EO Companies
Two-page, ready-to-use handout that provides an overview of employee-owned business in the United States. Great for community partners! (English and Spanish versions)
One-page, customizable employee ownership themed word search game.
Facts and Figures
Customizable infographics and social media posts about employee ownership.
Rights & Responsibilities
One-page, customizable handout that highlights the rights and responsibilities of an individual employee-owner.
Language to help consumers, business partners, prospective employees, and community leaders see why your employee ownership is good for them.
Financial Impact of Employee Ownership
One-page, customizable handout that shows the impact of employee ownership on your employees' long-term wealth building.
Employee Ownership Roadmap
One-page, customizable infographic that illustrates the journey of an employee-owner through each stage of ownership, from new employee to getting paid.
ESOP Cash Flow
One-page, customizable handout to educate employee-owners on the ins and outs of how cash flows through your ESOP.
How to Affect the Share Price
One-page, customizable infographic that illustrates the effect of one employee-owner can have on the company's share price.
Posters & Social Media Posts
Customizable PowerPoint decks designed to export 24" x 36" posters or social media posts
One-page, ready-to-use handout that highlights 4 uplifting messages to share with your employee-owners.
Three-page customizable handout to educate employee-owners on the valuation process at your company.
Building Long-Term Wealth with Compound Growth
Two-page customizable document explaining how compound growth works.
The Ownership Advantage
Two-page, ready-to-use handout explaining the advantages of being an employee-owner.
Employee Ownership Basics
A two-page customizable handout explaining the basics of the employee ownership.
Two-page, customizable handout explaining diversification at your company.
Customizable handbook that covers everything from expectations to employee ownership basics
Editable PowerPoint with emails and posters to recognize the members of your committee.
Starting a Committee
Set of resources to help you start a committee at your company.
Committee Email Templates
Group of email templates ranging in topics from announcing the committee to reaching out for volunteers.
Employee Ownership Key Terms
EO glossary of key terms for your committee to know and understand.
One-page, customizable document covering what to expect after retiring and next steps.
Customizable postcards for any occasion- a great way to build an ownership culture by engaging your employee-owners and their families.
The Drumbeat | Issue 1
Printable & editable newsletter template for your employee-owners
EO Trivia, Bingo and Word Search
Internal Announcement of Certification
Download this ready-to-use template to announce your EO Certification to your employee-owners.
EO Month Postcard
Customizable postcard to announce EO Month to your employee-owners
EO Month Posters & Social Media Posts
Customizable posters and social media posts
Individual Newsletter Articles
Series of word documents containing individual newsletter articles
Employee Ownership Month 2020
Kit includes sample plans and inspiration for gifts, games, and social media posts.
12 Days of Employee Ownership
12 educational emails that you can send during EO month. This document is in Microsoft Word so you can easily copy & paste the content into your email browser.
Let your employee-owners, clients, and community know that you are a Certified Employee-Owned company.
Best in class examples from members.
Marketing Employee Ownership
Attracting Job Seekers
Video library of webinars on building ownership culture.
Attracting Great Employee-Owners
Reduce Turnover and Accelerate Buy-In with Onboarding
Starting From Scratch: The Essentials of EO Communications
Putting the Social in Social Media: Using Tech to Advance EO Culture
Messaging EO to Millennials Webinar
Common Misconceptions and How to Address Them
Creating Engaging Messages About Employee Ownership
Save Time & Increase Engagement with a 12-Month Communications Plan
Building Ownership Culture Across Multiple Locations
What Do Americans Think About Employee Ownership?
What to do for Employee Ownership Month
Leveraging EO as a Differentiator
Creating an Environment for Employees to Think and Act Like Owners
Building and Sustaining Your Employee Ownership Committee
Member Portal Tour
Communicating the Financial Impact of Employee Ownership
Being an employee-owner is a great financial opportunity that can help your people build wealth, but it's not going to make them rich over night. How do you help people see what 10 or 20 years of wealth building means to them in the present day? This webinar will explain how to make the long-term financial impact clear to your employee-owners today.
Rights & Responsibilities: Helping Employee-Owners See How They Can Have an Impact
Tailoring the Message to Employee-Owners
Do you know how to communicate the value of employee ownership to every single person at your company? Are all your employee-owners engaged, or are there certain groups that just don't get it? Even companies that have been employee-owned for decades can have trouble messaging EO to younger employees, new employees, and the front line. This webinar will help you tailor your messaging so that you can reach every last employee-owner at your company. Specifically, we will discuss how to frame employee ownership with new vs. tenured employee-owners, younger vs. older people, and leadership vs. the line.
OFFICE HOURS: Messaging COVID-19 at your Annual Meeting
Members have been reaching out asking how to discuss valuation at their annual meeting in light of COVID-19.
We’re hosting special office hours where we’ll initially present our thoughts and then will have a discussion where you can participate, ask questions, and share ideas.
Being a Great Committee Member
The #1 best practice for building a culture of ownership is having a great EO Communications Committee. There is no substitute for a dedicated group of champions driving engagement with employee ownership. This webinar will cover everything you need to know about how you can be a part of a successful committee by being a great advocate for EO within your company.
Interactive tool that helps employee-owners see the big picture of long-term wealth building.