Course curriculum

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  • 02
    Course 1: For the Owner. An Introduction.
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  • 03
    Module 1: Understanding Employee Ownership. Part A: Understanding EO for owners
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    • Introduction to Module 1, Part A FREE PREVIEW
    • Reasons Why EOT Might Not Work For You FREE PREVIEW
    • Introduction To EOT By Chris Budd. Part 1.
    • Introduction to EOT by Chris Budd. Part 2.
    • Introduction to EOT by Chris Budd. Part 3.
    • Overview of the Employee Ownership Trust
    • Case study: Aardman Animation
    • Moving From Owner To Founder
    • What Is It Like To Let Go Of Control?
    • When Skin In The Game Works Against The Business
    • Why EO Is Perfect For The Changes In How We Work
    • About the Employee Ownership Association (EOA)
    • How Easy Will You Find It To Let Go?
    • Case study: Flowstore Ltd
    • Managing Expectations Of Key Employees - the Hybrid scheme
  • 04
    Module 1: Understanding Employee Ownership. Part B: The Eternal Business Model
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    • Introduction to Module 1, Part B
    • Introduction to the Eternal Business model - The Eternal Pyrmaid
    • The Eternal Business Book Extract: Chapter 2, The Eternal Pyramid
    • Introducing The Core Proposition Document
  • 05
    Module 1: Understanding Employee Ownership. Part C: The EOT Basics
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    • Introduction to Module 1, Part C
    • A Detailed Guide To The Employee Ownership Trust
    • Share Ownership And Key Employees – The Hybrid Model
    • Options For Businesses With Multiple Owners
    • Options For Share Ownership For The Owner
    • Financial Planning For Key Employees
    • EOT Governance Structures - What Can Go Wrong
    • How Well Do You Understand The Employee Ownership Trust?
  • 06
    Module 2: The Owner's Decision. Part A: Owner's Financial Plan
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    • Introduction to Module 2, Part A.
    • How Much Do You Need The Business To Be Worth?
    • The Financial Wellbeing Book and Podcast
    • Extract from The Financial Wellbeing Book
    • The Owner's Financial Plan
    • Activity: How To Make Your Financial Plan
    • Why Your Business Might Not Be Worth What You Think
    • What Next?
  • 07
    Module 2: The Owner's Decision. Part B: Owners Decide (aka The Mindset)
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    • Introduction to Module 2, Part B
    • Are You Being Pulled Or Pushed? Part 1: Some Examples
    • Are You Being Pulled Or Pushed? Part 2: Activities
    • What Do You Want From Your Business?
    • Meet The New Boss, Different From The Old Boss
    • Owner's Decision Checklist
    • Activity: Preparing The Owner's Purpose
    • Allowing The Children To Grow Up
    • The Tiger Oil Memos
  • 08
    Module 3: Map Out The Route Ahead. Part A: What Are The Critical Decisions?
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    • Introduction to Module 3 , Part A
    • The Five Critical Decisions - Overview
    • Core Proposition Plan Template For Downloading
    • How Will The EOT Exercise Control Within The Business?
    • How Much Influence Will Employees Have In The Business?
    • How Much Information Will Be Shared With Employees?
    • How Will Reward Be Shared With Employees?
    • What Are The Behaviours That Are Expected From Employees?
    • Who To Involve, And When
  • 09
    Module 4: Get Everyone Behind The Flag. Part A: Identify The Key Statement
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    • Introduction to Module 4, Part A
    • What The Flag Means
    • A Story To Illustrate Why The Flag Is Important
    • How John Lennon Found His Purpose
    • Who Should Put The Flag In The Ground?
    • Activity - The Cool Drill
    • Activity – Identifying The Key Statement
    • Activity – Is Your Purpose Fit For Purpose?
    • The Flag - Keeping It High Level
    • A Different Approach To The Flag - Values and Insecurities
  • 10
    Module 4: Get Everyone Behind The Flag. Part B: Engagement Plan For Leadership Team
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    • Introduction to Module 4, Part B
    • Waking The Fairness Dragon
    • How My Dog Pees – The Importance of Role Modelling
    • Owner’s engagement challenge Part 1: You’re leaving us, what does that mean?
    • What To Look For In Your Firm's Future Leaders
    • Owner’s Engagement Challenge Part 2: Who Will Lead Now?
    • Who Will Be In Your Transition Team?
    • Activity: Building a Credible Engagement Plan – Step 1
    • Activity: Building A Credible Engagement Plan – Step 2

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