Education & Communication

Cultivating Ownership Thinking for a Thriving Workplace

ESOPs are a powerful tool to drive organizational success and employee engagement. Communicating specifics on the “what” and “why” behind the ESOP transaction is essential to employee and company success. ESOP education is critical to increase employee engagement.

Through communications and employee education, culture alignment and leadership development, succession planning, and governance programs, we can help you strengthen the connection between employee effort, company performance, and the long-term rewards of shared ownership employees understanding of the ESOP, how Plan details apply to them and how the employer’s success impacts the employee’s ESOP benefit.

Regular and effective communication about your Employee Shared Ownership Plan (ESOP) is an integral part of creating a high performance ownership culture. We work with you to gain a better understanding of new role requirements as employee-owners and generate and support processes to make the company as successful as possible.

Rollout Meeting

The goal in rolling out your ESOP is to help your employees understand the ‘why’ behind the ownership transition, create trust and transparency in the conversion, and align the next steps in the lifecycle of the ESOP. We can help by facilitating a comprehensive rollout meeting that clearly explains the purpose of the ESOP, answers employee questions, and sets the stage for ongoing communication, ensuring that everyone is aligned and confident as they move forward in the ownership transition.

Lunch & Learns

Lunch and Learn programs offer an easy way to advance your ESOP training initiatives. We focus on solutions tailored to your business that highlight the benefits and structure of the ESOP, driving employee culture, engagement, and productivity.

Customized ESOP content

Creating customized ESOP content tailored to your organization’s unique goals is essential for effectively communicating the purpose and benefits of employee ownership. Tailored content ensures that the messaging resonates with employees, aligns with your company culture, and addresses specific challenges and opportunities within your organization. This personalized approach fosters greater engagement, clarity, and understanding, empowering employees to embrace their ownership role and contribute meaningfully to the company’s success.

Education Meetings

ESOP education meetings equip employees with a deeper understanding of the ESOP structure, benefits, and their role within the ownership model. These meetings aim to empower employees with the knowledge to fully embrace employee ownership, ensuring they are informed, engaged, and able to maximize the value of their ownership stake.

Communications Comittee

Many companies establish Employee Ownership Education Committees to achieve strategic ownership objectives. These committees are responsible for ongoing ownership communication and education programs that keep ownership visible in the company and link employee behaviors and initiatives to company performance.

Case Study

From Engagement to Excellence.

Quantum Workplace (the research firm behind the "Best Places to Work" programs in more than 47 metro areas) has identified six drivers of employee engagement that have the greatest impact:

The leaders of their organization are committed to making it a great place to work.
Trust in the leaders of the organization to set the right course.
Belief that the organization will be successful in the future.
Understanding of how I fit into the organization's future plans.
The leaders of the organization value people as their most important resource.