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Curriculum Library on Employee Ownership (CLEO)

The Internet Home for Teaching about Employee Ownership

Author:
Product Type:
Source: The Aspen Institute Center for Business Education
Publication Year: 2009

[This document has not yet been rated] 20364 views

The internet home for teaching about employee ownership.

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Employee Ownership: A Topic for the Entrepreneurship Curriculum

Author: Scully, Maureen
Product Type: Teaching Modules
Source: The Aspen Institute Center for Business Education
Publication Year: 2009

[This document has not yet been rated] 8519 views

This Teaching module shows four areas in the entrepreneurship curriculum where teaching about employee ownership can 1) put a needed spotlight on this widespread and useful practice and 2) add conceptual value and rich examples for the course topics being taught...

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Starbucks Coffee Company

Authors: Stanley, Alison; Argenti, Paul A.
Product Type: Cases
Source: Tuck School of Business at Dartmouth
Publication Year: 2002

[This document has not yet been rated] 6671 views

This case traces the origins of Starbucks and its rapid growth through joint partnerships and diversified products, and its rapid expansion of retail cafes...

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Teams, Not Stars, Are the Key to High Performance

Author: Staubus, Martin
Product Type: Essays and Concept Papers
Source: The Beyster Institute
Publication Year: 2010

[This document has not yet been rated] 5256 views

It's all well and good that a shared ownership stake may promote a team orientation, but does teamwork necessarily translate into superior business results?

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United Airlines

Author: Kochan, Thomas A.
Product Type: Cases
Source: Rebuilding the Social Contract at Work: Lessons from Leading Cases, Institute for Work and Employment Research, MIT Sloan School of Management
Publication Year: 1999

[This document has not yet been rated] 4911 views

In 1994 United Airlines became the largest employee majority-owned enterprise in the United States, with various groups of employees – most represented by unions – having purchased 55% of its stock in exchange for various concessions. The employees accepted pay cuts and made other concessions, but were also granted representation on the company's board of directors...

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Microsoft's Vega Project: Developing People and Products

Author: Bartlett, Christopher A.
Product Type: Cases
Source: Harvard Business School
Publication Year: 2000

[This document has not yet been rated] 4106 views

This case describes Microsoft's human resource philosophies and policies and illustrates how they work in practice to provide the company with a major source of competitive advantage. Discusses employee development, motivation, and retention efforts in one of Microsoft's product groups.

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Nucor Corporation (A, B)

Author: Govindarajan, Vijay
Product Type: Cases
Source: Tuck School of Business, Dartmouth College
Publication Year: 2001

[This document has not yet been rated] 4046 views

This case examines several strategies advocated by various actors in the Nucor Corporation, a major producer of steel.

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A Closer Look at Business Education: Employee Ownership

Author: Goldbach, Justin F.
Product Type: Policy and Issue Reports
Source: The Aspen Institute Center for Business Education
Publication Year: 2008

[This document has not yet been rated] 3890 views

This Closer Look scans the current landscape of employee ownership teaching in graduate business programs, and shares the perspectives of a leading academic and veteran practitioner about the salient lessons of this model of business.

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Corporate New Ventures at Procter & Gamble

Authors: Amabile, Teresa M.; Whitney, Dean
Product Type: Cases
Source: Harvard Business School
Publication Year: 1997

[This document has not yet been rated] 3474 views

Procter & Gamble's top executives form a small, autonomous, cross-functional Corporate New Ventures team led by a young former brand manager. The team invents a systematic approach to gathering information and producing creative ideas for radically new product categories.

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Just Us! Coffee Roasters

Authors: Sagebien, Julia; Skinner, S.; Weshler, M.
Product Type: Cases
Source: Richard Ivey School of Business
Publication Year: 2007

[This document has not yet been rated] 3237 views

The growing demand and acceptance of fair trade products is good news for the industry and opens many opportunities for Just Us! Coffee Cooperative, but there are also risks.

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McKay Nursery Company (A, B)

Authors: Meyer, Kathleen A.; Pochop, Laura; Weiss, Stephanie
Product Type: Cases
Source: The Business Enterprise Trust
Publication Year: 1996

[This document has not yet been rated] 2867 views

McKay Nursery Co., founded in 1897 in Waterloo, WI, had a longstanding history of commitment to employees. The close-knit organization was a pioneer in the agricultural industry of several employee-friendly policies. But in the early 1980s, as McKay's owners grew older and senior management neared retirement, the next generation of managers feared for the future of the profitable, debt-free company...

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King Arthur Flour

Authors: DeLong, Thomas J.; Holian, James; Weiss, Joshua
Product Type: Cases
Source: Harvard Business School
Publication Year: 2006

[This document has not yet been rated] 2664 views

The success of King Arthur Flour could be attributed both to the quality of the product and to the company culture, which treated employee-owners with respect and allowed them to meaningfully contribute to the future direction of the company.

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Howard Schultz: Building Starbucks Community (A, B)

Authors: George, Bill; McLean, Andrew N.
Product Type: Cases
Source: Harvard Business School
Publication Year: 2006

[This document has not yet been rated] 2603 views

Provides information on the leadership development of Howard Schultz, tracing his youth and early business career, and the values he brings to Starbucks.

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Whole Foods Market, Inc.

Authors: Wells, John R.; Haglock, Travis
Product Type: Cases
Source: Harvard Business School Publishing
Publication Year: 2005

[This document has not yet been rated] 2538 views

Can a short-sleeved, sandal-wearing, college dropout create a company manifesting love, joy, and happiness? With Whole Foods, Chainsaw John Mackey did. This case studies an emerging company in an emerging industry by achieving results in unconventional ways.

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Jimmy Fu and Moog, Inc.: Understanding Shareholders' Equity

Author: Chapman, Craig J.
Product Type: Cases
Source: Harvard Business School Publishing
Publication Year: 2010

[This document has not yet been rated] 2488 views

The case introduces students to the concepts of employee stock options, stock-splits and buybacks, multiple share classes, and the basics of equity investment and diversification.

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Employee Ownership and the Entrepreneurial Spirit: The Case of HCSS

Authors: Roche, Olivier; Shipper, Frank
Product Type: Cases
Source: The Perdue School of Business at Salisbury University
Publication Year: 2010

[This document has not yet been rated] 2475 views

Heavy Construction Systems Specialists, Inc. [HCSS] designs and sells hi-tech software to the heavy/highway construction industry. The case describes a unique corporate culture that has made HCSS a business success in a highly competitive industry.

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Staples, Inc.

Author: The National Center for Employee Ownership
Product Type: Mini-Cases
Source: The National Center for Employee Ownership
Publication Year: 2008

[This document has not yet been rated] 2470 views

Staples’ management believes strongly that sharing equity with employees is an integral part of the company’s compensation program because it allows them to attract, retain, and reward employees who contribute to longterm success.

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Carl Warren & Company

Author: The National Center for Employee Ownership
Product Type: Mini-Cases
Source: The National Center for Employee Ownership
Publication Year: 2008

[This document has not yet been rated] 2424 views

Employees of this award-winning ESOP company now speak at conferences about their extensive communications program, but just four years ago remote employees felt disconnected and the company had an ownership culture that could be described as “lip service only.”

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Management of Human Assets at Infosys

Author: Raghuram, Sumita
Product Type: Cases
Source: Fordham University
Publication Year: 2003

[This document has not yet been rated] 2383 views

This case illustrates how a company puts into practice the notion of human resources as strategic assets for a company. The company is Infosys, an India based information technology company that uses offshore infrastructure to provide software solutions to clients worldwide.

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Southwest Airlines Corporation

Authors: Govindarajan, Vijay; Lang, Julie B.
Product Type: Cases
Source: Tuck School of Business, Dartmouth College
Publication Year: 2002

[This document has not yet been rated] 2338 views

Southwest Airlines, consistently ranked as one of the top performing airlines in the business, began a profit-sharing plan in 1974.

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Ownership Quotient: Putting the Service Profit Chain to Work for Unbeatable Competitive Advantage

Authors: Heskett, James L.; Wheeler, Joe; Sasser, W. Earl
Product Type: Books / Book Chapters
Source: HBS Press
Publication Year: 2008

[This document has not yet been rated] 2330 views

Employee-owners exhibit such enthusiasm for their organization that they infect countless customers with similar satisfaction, loyalty, and dedication. Customer-owners are in turn so satisfied with their experience that they relate their stories to others, persuade them to try your product, and provide constructive criticism and new product ideas.

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The Kerry Group plc.

The Evolution of an Irish Multinational

Author: Kennelly, James J.
Product Type: Cases
Source: North America Case Research Association, Case Research Journal, Spring, 2000
Publication Year: 2000

[This document has not yet been rated] 2268 views

Kerry Group plc was founded as a farmers' cooperative in 1974. Even after Kerry Group went public in 1986, the original cooperative (and its farmer-shareholders) retained control of the corporation with 51 percent of the shares. Now the farmers are being asked to further lower their shareholding in Kerry Group...

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Mid-Missouri Energy

Authors: Reinhardt, Forest; Weber, James; Shelman, Mary
Product Type: Cases
Source: Harvard Business School
Publication Year: 2010

[This document has not yet been rated] 2233 views

Mid-Missouri Energy is a farmer-owned cooperative created to take advantage of the growing interest in ethanol as an automotive fuel.

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FilmX

Author: The National Center for Employee Ownership
Product Type: Mini-Cases
Source: The National Center for Employee Ownership
Publication Year: 2006

[This document has not yet been rated] 2231 views

If anyone should understand the relationship between ownership culture and corporate performance in an ESOP company, it’s Michael Quarrey.

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Netflix

Author: The National Center for Employee Ownership
Product Type: Mini-Cases
Source: The National Center for Employee Ownership
Publication Year: 2007

[This document has not yet been rated] 2188 views

Netflix is revolutionizing the way companies manage their employees.

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KCI Technologies, Inc.

Engineering the Future, One Employee at a Time

Authors: Street, Vera L.; Weer, Christy; Shipper, Frank
Product Type: Cases
Source: The Perdue School of Business at Salisbury University
Publication Year: 2010

[This document has not yet been rated] 2080 views

KCI, a multi-disciplined engineering firm, has undergone a number of transformations over the last several decades. It started as a basement dream, was acquired and sold-off by a larger firm, and has emerged as a multi-million dollar employee-owned organization.

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Nuts! Southwest Airlines' Crazy Recipe for Business and Personal Success

Authors: Freiberg, Jackie; Freiberg, Kevin
Product Type: Books / Book Chapters
Source: Broadway Publishing
Publication Year: 1998

[This document has not yet been rated] 2069 views

Southwest Airlines has created a culture where employees are treated as the company's number one asset.

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Rick Surpin (A, B, C)

Authors: Hanson, Kirk O.; Bollier, David; Rowlands, Penelope
Product Type: Cases
Source: The Business Enterprise Trust
Publication Year: 1992

[This document has not yet been rated] 2016 views

A long-time community development worker creates hundreds of jobs for low-income women and minorities by forming a for-profit home health care cooperative, Cooperative Home Care Associates...

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Cisco Systems

Author: Kochan, Thomas A.
Product Type: Cases
Source: Rebuilding the Social Contract at Work: Lessons from Leading Cases, MIT Sloan School of Management, Institute for Work and Employment Research
Publication Year: 1999

[This document has not yet been rated] 1976 views

Cisco Systems, specializing in network systems that link computers and provide Internet communications, was founded in 1990. Employee compensation is closely tied to company and individual performance through stock ownership and profit-sharing, and performance is focused on customer satisfaction...

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What Is an Ownership Culture?

Author: Rosen, Corey
Product Type: Policy and Issue Reports
Source: The National Center for Employee Ownership
Publication Year: 2007

[This document has not yet been rated] 1972 views

Typical employee ownership companies are privately held, modestly sized (100 to 300 employees), and not household names. They are more productive than their peers, generate greater employee and shareholder wealth, and are more likely to survive year after year. They have the ownership edge.

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Companies We Keep: Employee Ownership and the Business of Community and Place

Author: Abrams, John
Product Type: Books / Book Chapters
Source: Chelsea Green Publishing
Publication Year: 2008

[This document has not yet been rated] 1959 views

Thoroughly revised with an expanded focus on employee ownership and workplace democracy, Companies We Keep celebrates the idea that when employees share in the rewards as well as the responsibility for the decisions they make, better decisions result.

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Keller Williams Realty

Authors: Baron, James N.; Tayan, Brian
Product Type: Cases
Source: Harvard Business School Publishing
Publication Year: 2007

[This document has not yet been rated] 1954 views

Describes the economic and cultural models that have led to the success of Keller Williams Realty. Evaluates the interaction of a company's corporate strategy, culture, and organizational practices as a source of competitive advantage.

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Lucent Technologies

Author: Kochan, Thomas A.
Product Type: Cases
Source: Rebuilding the Social Contract at Work: Lessons from Leading Cases, Institute for Work and Employment Research, Sloan School of Management, MIT
Publication Year: 1999

[This document has not yet been rated] 1945 views

Lucent was created in 1994 as part of AT&T's tri-vestiture. This case focuses on the dilemma faced by a new company that inherited a labor-management consultation structure developed by AT&T, a structure that has broken down in many respects, and that does not seem adequate to the challenges of the new company in a new and highly competitive market...

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Employee Ownership: Making It Work

Author: Johnson, Jennifer
Product Type: Reading Collections
Source: The Aspen Institute Center for Business Education
Publication Year: 2011

[This document has not yet been rated] 1931 views

Employee ownership is a persuasive concept for many, owners and employees alike. But how to decide if an ESOP or other equity model is the right alternative, how to get started, and how to keep the model working once it is in place? This Reading Collection includes a selection of material related to the nuts and bolts of ESOP and other equity models.

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Padilla Speer Beardsley

Author: The National Center for Employee Ownership
Product Type: Mini-Cases
Source: The National Center for Employee Ownership
Publication Year: 2008

[This document has not yet been rated] 1909 views

Padilla Speer Beardsley created an ESOP in 1992 and is currently a 100% ESOP-owned S corporation.

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W.L. Gore & Associates, Inc.

Author: The National Center for Employee Ownership
Product Type: Mini-Cases
Source: The National Center for Employee Ownership
Publication Year: 1998

[This document has not yet been rated] 1895 views

According to its own description, W.L. Gore & Associates is a company with “no titles, no bosses, and no special entitlements.”

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Stone Finch, Inc.: Young Division, Old Division

Authors: Hamermesh, Richard G.; Collins, Elizabeth
Product Type: Cases
Source: Harvard Business Publishing Brief Cases
Publication Year: 2010

[This document has not yet been rated] 1866 views

CEO Jim Billings wants to attract energetic, entrepreneurial talent to Stone Finch, Inc.

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Spiegel-Verlag Rudolf Augstein GmbH & Co. KG

Authors: Villalonga, Belen; Beyersdorfer, Daniela; Dessain, Vincent
Product Type: Cases
Source: Harvard Business School
Publication Year: 2008

[This document has not yet been rated] 1808 views

Spiegel's unique ownership structure and corporate governance, and its impact on a concrete business decision, highlights the benefits and costs of employee ownership in a family firm, and the tools available for aligning the interests of family and employee shareholders.

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The Employee Ownership Culture

Author: Johnson, Jennifer
Product Type: Reading Collections
Source: The Aspen Institute Center for Business Education
Publication Year: 2011

[This document has not yet been rated] 1772 views

How to establish a positive employee culture and use it to promote the good of the company are key questions for business leaders. Supporters of employee-owned businesses argue that instilling an ownership culture creates the type of human resource environment necessary for corporate success. This Reading Collection includes material related to the organizational cultures of companies using employee and stock ownership, profit sharing, and other incentive-based compensation models.

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Shared Capitalism at Work: Employee Ownership, Profit and Gain Sharing, and Broad-based Stock Options

Authors: Kruse, Douglas; Blasi, Joseph; Freeman, Richard B.
Product Type: Books / Book Chapters
Source: Forthcoming from University of Chicago Press
Publication Year: 2008

[This document has not yet been rated] 1766 views

This collection of papers provides background on a number of employee ownership issues.

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Sally Jameson: Valuing Stock Options in a Compensation Package

Authors: Tufano, Peter; Lewittes, Michael
Product Type: Cases
Source: Harvard Business School
Publication Year: 2003

[This document has not yet been rated] 1750 views

Details a thinly disguised situation faced by a recent Harvard MBA graduate who was forced by a prospective employer to place a dollar value on a grant of stock options.

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North Highland: A Remarkable Consulting Firm Built on a Culture of Ownership

Author: Meyertholen, Emily
Product Type: Cases
Source: The Beyster Institute
Publication Year: 2008

[This document has not yet been rated] 1750 views

Own your life, own your career, own your company. That's the philosophy that built this employee-owned company into a highly respected and successful consulting firm.

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Lightworks Optics

Authors: Lawrence, Anne T.; Mathews, Anthony
Product Type: Cases
Source: Harvard Business Publishing
Publication Year: 2008

[This document has not yet been rated] 1721 views

The firm was meeting to grapple with a thorny issue—whether or not to expand their production capability and, if so, where. Early in its history, LightWorks had set up an employee stock ownership plan, or ESOP, under which employees gradually built up equity in the closely-held firm.

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Barclay Water Management

Author: The National Center for Employee Ownership
Product Type: Mini-Cases
Source: The National Center for Employee Ownership
Publication Year: 2008

[This document has not yet been rated] 1721 views

In 2007, five of the fifteen winners of the Top Small Workplaces Award given out by the Wall Street Journal and Winning Workplaces were employee-owned, and a number of the others planned to move in that direction.

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W. L. Gore & Associates, Inc. in 1998

Authors: Manz, Charles C.; Shipper, Frank
Product Type: Cases
Source: Frank Shipper, Charles C. Manz
Publication Year: 1998

[This document has not yet been rated] 1710 views

On July 26, 1976, bursting with resolve, Jack Dougherty, a newly minted MBA, from the College of William and Mary, reported for his first day at W. L. Gore & Associates.

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Reflexite Corporation

An Employee-Owned Company

Author: Rosenthal, David
Product Type: Cases
Source: Case Research Journal
Publication Year: 2009

[This document has not yet been rated] 1693 views

In March, 2007, Michael Foley, Chief Executive Officer of Reflexite Corporation, had to decide whether to proceed with a change in the company’s employee stock ownership plan. Foley, still in his first year as CEO, pondered the situation: the employees had spoken, but when the man who had built the company strongly objected, shouldn’t one listen?

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Audio: The Working Week 78

Authors: Beyster, Mary Ann; Tremel, Wayne
Product Type: Multimedia
Source: Management-Issues.com
Publication Year: 2008

[This document has not yet been rated] 1686 views

Employee ownership can be a tough proposition.

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Cataphora: A Conscious Decision to Bootstrap

Authors: Lee, Moses; Goldstein, Amy
Product Type: Cases
Source: Center for Entrepreneurship at the University of Michigan
Publication Year: 2011

[This document has not yet been rated] 1647 views

At the beginning of 2007, Cataphora, an employee]owned, bootstrapped software company was at a crossroads. The Vice President of Sales, Jonathan Nystrom, had been struck by a family emergency that would force him to take a temporary leave of absence from the company. This situation would have a significant negative impact on any start]up with a small sales force; for an entirely bootstrapped company, it was potentially disastrous.

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Employee Ownership: An Unstable Form or a Stabilizing Force?

Authors: Blair, Margaret; Kruse, Douglas; Blasi, Joseph
Product Type: Books / Book Chapters
Source: Chapter in Margaret M. Blair and Thomas Kochan (eds.). 2000. The New Relationship: Human Capital in the American Corporation. Brookings Institution Press: Washington, DC.
Publication Year: 2000

[This document has not yet been rated] 1639 views

In this paper, we take on a seemingly very simple set of empirical questions that we hope will shed light on whether employee ownership of firms "works"...

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eBay, Inc.: Stock Option Plans (A, B, C)

Author: Bradshaw, Mark T.
Product Type: Cases
Source: Harvard Business School
Publication Year: 2005

[This document has not yet been rated] 1633 views

The footnote disclosure for eBay, Inc. in 2000 indicates that if the company had accounted for employee stock options under the fair value method, its reported profit of $48 million would have been a loss of $91 million.

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