Wawa Inc.
The Wawa associates have an ESOP which plays a key role in Wawa’s culture of ownership. This case explores the role of incentives and levers of control to create a successful retail chain.
The SAIC Solution: Built by Employee Owners
This book is a guide to implementing principles and practices developed and used by SAIC to drive exponential growth, global expansion, and diversification across science and technology customers and markets…
Building Community at Terra Nova Consulting
This case describes the challenges faced by the president of an engineering and environmental services consulting firm (Terra Nova Consulting) as it seeks to address deep internal cultural divisions…
ESOP and 401(k) Coordination Tips in a Post-Disclosure World
After several postponements, 401(k) fee disclosure was mandated by the Department of Labor (DOL) before July 1st of 2012. So what kind of impact have we seen in the ESOP world? Has it been successful in helping plan sponsors and participants understand the costs of their 401(k) plans?
Wunnerful, Wunnerful! The Lawrence Welk ESOP
In 1964, the famous television bandleader Lawrence Welk went for a drive in the country north of San Diego, Calif. planning to invest in a grove of orange trees. Instead he bought a motel and a nine-hole golf course. One of the keys to their business success has been their philosophy of treating their employees like family…
Can Employee-Owned Companies Reboot the Economy?
If owners of businesses are reaping the rewards of economic growth at the expense of workers, then why not just try to increase the number of workers who also own a piece of the firms that employ them?
The Citizen’s Share: Reducing Inequality in the 21st Century
The idea of workers owning the businesses where they work is not new. In America’s early years, Washington, Adams, Jefferson, and Madison believed that the best economic plan for the Republic was for citizens to have some ownership stake in the land, which was the main form of productive capital. This book traces the development of that share idea in American history and brings its message to today’s economy, where business capital has replaced land as the source of wealth creation.
Change Management: Getting Employees on Board
Change initiatives are notorious for their failure rate…
Best Practice in Developing Best Practice
Best practice is to remember that and to never stop watching outcomes so that you can adjust your process to stay on course no matter how often the course needs to change.
Trust in the Digital Age
Trust in all organizations is a key to cultural cohesiveness and teamwork…
Three ESOP Myths, Debunked
One argument against employee stock ownership plans is that they invest primarily in a single asset, company stock, which puts too many eggs in one basket. That argument makes sense in theory, but in practice it does not apply to the vast majority of ESOPs for three reasons…
Doing Well and Doing Good: Pioneer Employers Discover Profits and Deliver Opportunity for Frontline Workers
A new study of business practices reveals powerful ways to create strategic and financial gains. Lower-wage workers, when supported by effective policies, boost productivity, quality, innovation, and revenues from new markets…
Employee Ownership 105: Sustaining Employee Ownership: Factors That Affect Its Effect and Its Future
After completing the course, students will have an understanding of the factors that affect the long and short term lifespan of an employee owned company.
Employee Ownership 106: A Culture of Ownership: What Is It, and How Is It Implemented in Modern Business?
After completing the course, students will have an understanding of the numerous techniques of information sharing and participative management which seem to define an ownership culture.
Employee Ownership 101: The Foundation of Employee Ownership: A Brief History
Employee Ownership 101 is designed as a concept exploration two unit elective course. After completing the course, students will have an understanding of the role of private capital in the development of wealth and the evolution of private capital from its earliest forms to our modern capitalist system.
Employee Ownership 102: Theories of Employee Ownership: A Look at Underpinnings and Ideas
After completing the course, students will have an understanding of the philosophical and theoretical bases for broadening access to capital among wider ranges of the population as a way of strengthening the capitalist model.
Employee Ownership 103: Business Planning, Financing, Law and Taxation in Equity Ownership
After completing the course, students will have the capacity to understand and evaluate the various tools and techniques available under current law and practice for applying corporate equity as a compensation and motivation vehicle for employees as well as a tax and cost effective vehicle for assisting in business succession and capital expansion.
Employee Ownership 104: Broad-based Ownership and Governance: Who’s Running This Company Anyway?
After completing the course, students will have an understanding of the governance structures that control modern corporations, the relationship between ownership of equity of a corporation and its control.
Take-Aways on Employee Ownership from the Other Side of the Pond
Take-aways from an international tour featuring the documentary film, “We the Owners: Employees Expanding the American Dream.”
In Search of Employee Ownership Plans in Mexico
After hearing so much about how employee stock ownership plans (ESOP) and other ownership plans in the U.S. transform companies, it seemed logical to think that other countries, like Mexico, should have similar incentive plans in place. This assumption, however, turned out to be incorrect….
How Entrepreneurs Get Motivated
In order to better understand what inspires employees in the workplace, three entrepreneurs share what motivates them to get in the office everyday and put in those long hours to turn their dreams into reality…
The Role of the Board in Employee-Ownership Governance
One of the common misconceptions about employee stock ownership plan companies among the general public is that they are inefficient…
Note on Motivation
This note discusses the complex topic of motivation, including the issue of contingent compensation…
Ten Ways to Get the Most from a 360-Degree Leadership Assessment
Ten top tips for getting the most value from a 360-degree leadership assessment.
The Economy: Under New Ownership
To make an economy that serves us, we need to own the jobs and the businesses—together. How cooperatives are leading the way to empowered workers and healthy communities…