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Worker Coop Academy Design by
Blueprint Collaborative is licensed
under a Creative Commons
Attribution-NonCommercial-
ShareAlike 4.0 International License.
Bay Area Blueprint
Creating Pathways to Ownership for Low and
Moderate Income Workers in the Inner East Bay
Info Session
2
Worker Coop Academy Design by
Blueprint Collaborative is licensed
under a Creative Commons
Attribution-NonCommercial-
ShareAlike 4.0 International License.
Bay Area Blueprint
Overview
This pilot run of the Worker Coop Academy is one component of the
Bay Area Blueprint for Increasing Worker Ownership, a year-long effort
that started in April 2014. The Blueprint is creating actionable
feasibility studies and pilots across three pathways to increase worker
ownership for LMI workers:
1. Cooperative start up and growth assistance through education,
business coaching, and legal advice (Worker Coop Academy);
2. Incubating or accelerating scalable cooperatives; and
3. Converting existing businesses to worker ownership.
During the pilot year, we are also designing a course at Laney College.
After evaluating the Pilot, the Worker Coop Academy may become an
ongoing program, potentially housed at Laney or a community
organization.
3
Worker Coop Academy Design by
Blueprint Collaborative is licensed
under a Creative Commons
Attribution-NonCommercial-
ShareAlike 4.0 International License.
Worker Ownership’s benefits to society
What does the research say?
All citations available in Worker Cooperatives: Pathways to Scale
Better jobs 158% increase in member incomes at WAGES coops
Lower turnover
15% at Cooperative Home Care Associates vs. 40-60%
industry-wide
More efficient Coops in plywood industry were 6-14% more efficient
Higher survival rates
65% of Canadian coops survived 5 years vs. 40-50% of
comparable businesses
civic engagement
Citizens with employee stock ownership vote more: 73%
voted in 2008 vs. 63% of non-owners
Citations available in Worker Cooperatives: Pathways to Scale (download at www.project-equity.org).
4
Worker Coop Academy Design by
Blueprint Collaborative is licensed
under a Creative Commons
Attribution-NonCommercial-
ShareAlike 4.0 International License.
Worker Coop Academy
Overview
The Worker Coop Academy aims to assist the formation and expansion
of worker-owned businesses that will provide good jobs for Low- to
Moderate-Income (LMI) workers.
During Phase 1 (Sept. to Dec. 2014), the Academy will provide a
customized educational program tailored to your team’s needs,
including workshops on essential topics for starting or growing a
successful worker-owned cooperative business. Topic areas include:
business fundamentals, people & culture, cooperatives, governance &
management, and legal aspects.
During Phase 2, the Academy will provide individualized business
coaching and legal counsel, for a subset of Phase 1 participants.
5
Worker Coop Academy Design by
Blueprint Collaborative is licensed
under a Creative Commons
Attribution-NonCommercial-
ShareAlike 4.0 International License.
1. Objectives
2. Participant
Profile
4. Curriculum
Framework 3. Outreach &
Selection
Process
5. Instructor
& Mentor
Profile
Worker Coop Academy
Design Framework
6
Worker Coop Academy Design by
Blueprint Collaborative is licensed
under a Creative Commons
Attribution-NonCommercial-
ShareAlike 4.0 International License.
• Expose low- to moderate-income community members in the
Inner East Bay to the cooperative business model
– 120-160 people participate outreach activities
• Help 3-5 worker coops launch or grow
– 5-7 teams of 3 people
– 15-20 participants total
Worker Coop Academy
1. Objectives
7
Worker Coop Academy Design by
Blueprint Collaborative is licensed
under a Creative Commons
Attribution-NonCommercial-
ShareAlike 4.0 International License.
Worker Coop Academy
2. Participant Profile
• Individuals directly engaged with creating or growing worker-owned
cooperative businesses
– Startup: Founders of new worker cooperatives that are already operating
or plan to open in 2014 or 2015.
– Expand: Members of existing worker coops that seek to grow.
– Convert: Owners and employees looking to transition to worker
ownership.
– Develop: Staff of nonprofits or other organizations that are developing
worker coops that are already operating or that will open in late 2014 or
2015
• Teams with strong potential for short-term business success & job
creation for low- to moderate-income workers
– Planned or existing coops committed to growth
– Highly likely to transfer Academy training to new job creation (business
launch or growth) in 2014 or 2015
8
Worker Coop Academy Design by
Blueprint Collaborative is licensed
under a Creative Commons
Attribution-NonCommercial-
ShareAlike 4.0 International License.
Worker Coop Academy
3. Outreach & Selection Process
• June 11th – August 1st: Teams submit applications
• Teams that get their application in by July 11th will have their
applications reviewed first
• Rolling applications accepted through midnight on August 1st
• July 21st – August 8th: Team interviews
– If you are invited for an interview, we will contact you in
advance to request additional information about
scheduling needs and program interests
9
Worker Coop Academy Design by
Blueprint Collaborative is licensed
under a Creative Commons
Attribution-NonCommercial-
ShareAlike 4.0 International License.
Worker Coop Academy
3. Outreach & Selection Process, continued
• August 15th – August 29th: Participants selected and
invited to participate
– We will hold follow-up conversations with finalists to
discuss tailored program design for each team.
• August 15th – September 8th: Participants commit to
program
• Between September 15th and October 1st: Worker
Coop Academy begins
10
Worker Coop Academy Design by
Blueprint Collaborative is licensed
under a Creative Commons
Attribution-NonCommercial-
ShareAlike 4.0 International License.
Worker Coop Academy
4. Curriculum Framework
• The curriculum framework is designed to offer both a
shared experience for the whole cohort and a
customized program for each team.
• We will work with each team to determine its customized
program.
• Some workshops may be optional.
• Total formal classroom time for each team is estimated at
30 hours over the 3 month period.
11
Worker Coop Academy Design by
Blueprint Collaborative is licensed
under a Creative Commons
Attribution-NonCommercial-
ShareAlike 4.0 International License.
Worker Coop Academy
4. Curriculum Framework
Content
Area:
Business
Menu of topics,
adaptable to
participants’ needs
• Business feasibility and planning
• Business model and strategy
• Marketing
• Business financing
• Financial planning and
management
• Growth planning
• Surplus, profits and taxation of
cooperatives
• Balancing business and social goals
12
Worker Coop Academy Design by
Blueprint Collaborative is licensed
under a Creative Commons
Attribution-NonCommercial-
ShareAlike 4.0 International License.
Worker Coop Academy
4. Curriculum Framework
Content
Area:
People &
Culture
Menu of topics,
adaptable to
participants’ needs
• Constructive communication
• Self management
• Conflict management
• Hiring, firing and evaluating
employees, candidates for
membership and worker-owners
• Employee  Worker-owner
transition
• Building a healthy organizational
culture for the long haul
13
Worker Coop Academy Design by
Blueprint Collaborative is licensed
under a Creative Commons
Attribution-NonCommercial-
ShareAlike 4.0 International License.
Worker Coop Academy
4. Curriculum Framework
Content
Area:
Cooperatives
Menu of topics,
adaptable to
participants’ needs
• Cooperative principles
• History of coops in the United
States and around the world
• Site visits to Bay Area coops
14
Worker Coop Academy Design by
Blueprint Collaborative is licensed
under a Creative Commons
Attribution-NonCommercial-
ShareAlike 4.0 International License.
Worker Coop Academy
4. Curriculum Framework
Content
Area:
Governance
and
Management
Menu of topics,
adaptable to
participants’ needs
• Management models, roles and
processes
• Governance options
• Leadership issues in coops
• Decision making practices
• Effective meeting practices
15
Worker Coop Academy Design by
Blueprint Collaborative is licensed
under a Creative Commons
Attribution-NonCommercial-
ShareAlike 4.0 International License.
Worker Coop Academy
4. Curriculum Framework
Content
Area:
Legal aspects
Menu of topics,
adaptable to
participants’ needs
• Entity formation
• Raising capital
• Corporate governance
• Employment law issues
• Taxation of cooperatives
16
Worker Coop Academy Design by
Blueprint Collaborative is licensed
under a Creative Commons
Attribution-NonCommercial-
ShareAlike 4.0 International License.
Worker Coop Academy
4. Curriculum Framework
Content
Area:
Coop
Development
Menu of topics,
adaptable to
participants’ needs
• Development process from
feasibility to maturity
• Pro’s and con’s of different
development models
• Components of a development
process: training, TA,
management, governance, etc.
• Roles of developer and coop
17
Worker Coop Academy Design by
Blueprint Collaborative is licensed
under a Creative Commons
Attribution-NonCommercial-
ShareAlike 4.0 International License.
18
Worker Coop Academy Design by
Blueprint Collaborative is licensed
under a Creative Commons
Attribution-NonCommercial-
ShareAlike 4.0 International License.
For more information, visit SELC’s website:
www.theselc.org/worker-cooperative-academy
A project of the Blueprint Collaborative

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The Blueprint Collaborative: Increasing Worker Ownership in Low-Income Communities

  • 1. 1 Worker Coop Academy Design by Blueprint Collaborative is licensed under a Creative Commons Attribution-NonCommercial- ShareAlike 4.0 International License. Bay Area Blueprint Creating Pathways to Ownership for Low and Moderate Income Workers in the Inner East Bay Info Session
  • 2. 2 Worker Coop Academy Design by Blueprint Collaborative is licensed under a Creative Commons Attribution-NonCommercial- ShareAlike 4.0 International License. Bay Area Blueprint Overview This pilot run of the Worker Coop Academy is one component of the Bay Area Blueprint for Increasing Worker Ownership, a year-long effort that started in April 2014. The Blueprint is creating actionable feasibility studies and pilots across three pathways to increase worker ownership for LMI workers: 1. Cooperative start up and growth assistance through education, business coaching, and legal advice (Worker Coop Academy); 2. Incubating or accelerating scalable cooperatives; and 3. Converting existing businesses to worker ownership. During the pilot year, we are also designing a course at Laney College. After evaluating the Pilot, the Worker Coop Academy may become an ongoing program, potentially housed at Laney or a community organization.
  • 3. 3 Worker Coop Academy Design by Blueprint Collaborative is licensed under a Creative Commons Attribution-NonCommercial- ShareAlike 4.0 International License. Worker Ownership’s benefits to society What does the research say? All citations available in Worker Cooperatives: Pathways to Scale Better jobs 158% increase in member incomes at WAGES coops Lower turnover 15% at Cooperative Home Care Associates vs. 40-60% industry-wide More efficient Coops in plywood industry were 6-14% more efficient Higher survival rates 65% of Canadian coops survived 5 years vs. 40-50% of comparable businesses civic engagement Citizens with employee stock ownership vote more: 73% voted in 2008 vs. 63% of non-owners Citations available in Worker Cooperatives: Pathways to Scale (download at www.project-equity.org).
  • 4. 4 Worker Coop Academy Design by Blueprint Collaborative is licensed under a Creative Commons Attribution-NonCommercial- ShareAlike 4.0 International License. Worker Coop Academy Overview The Worker Coop Academy aims to assist the formation and expansion of worker-owned businesses that will provide good jobs for Low- to Moderate-Income (LMI) workers. During Phase 1 (Sept. to Dec. 2014), the Academy will provide a customized educational program tailored to your team’s needs, including workshops on essential topics for starting or growing a successful worker-owned cooperative business. Topic areas include: business fundamentals, people & culture, cooperatives, governance & management, and legal aspects. During Phase 2, the Academy will provide individualized business coaching and legal counsel, for a subset of Phase 1 participants.
  • 5. 5 Worker Coop Academy Design by Blueprint Collaborative is licensed under a Creative Commons Attribution-NonCommercial- ShareAlike 4.0 International License. 1. Objectives 2. Participant Profile 4. Curriculum Framework 3. Outreach & Selection Process 5. Instructor & Mentor Profile Worker Coop Academy Design Framework
  • 6. 6 Worker Coop Academy Design by Blueprint Collaborative is licensed under a Creative Commons Attribution-NonCommercial- ShareAlike 4.0 International License. • Expose low- to moderate-income community members in the Inner East Bay to the cooperative business model – 120-160 people participate outreach activities • Help 3-5 worker coops launch or grow – 5-7 teams of 3 people – 15-20 participants total Worker Coop Academy 1. Objectives
  • 7. 7 Worker Coop Academy Design by Blueprint Collaborative is licensed under a Creative Commons Attribution-NonCommercial- ShareAlike 4.0 International License. Worker Coop Academy 2. Participant Profile • Individuals directly engaged with creating or growing worker-owned cooperative businesses – Startup: Founders of new worker cooperatives that are already operating or plan to open in 2014 or 2015. – Expand: Members of existing worker coops that seek to grow. – Convert: Owners and employees looking to transition to worker ownership. – Develop: Staff of nonprofits or other organizations that are developing worker coops that are already operating or that will open in late 2014 or 2015 • Teams with strong potential for short-term business success & job creation for low- to moderate-income workers – Planned or existing coops committed to growth – Highly likely to transfer Academy training to new job creation (business launch or growth) in 2014 or 2015
  • 8. 8 Worker Coop Academy Design by Blueprint Collaborative is licensed under a Creative Commons Attribution-NonCommercial- ShareAlike 4.0 International License. Worker Coop Academy 3. Outreach & Selection Process • June 11th – August 1st: Teams submit applications • Teams that get their application in by July 11th will have their applications reviewed first • Rolling applications accepted through midnight on August 1st • July 21st – August 8th: Team interviews – If you are invited for an interview, we will contact you in advance to request additional information about scheduling needs and program interests
  • 9. 9 Worker Coop Academy Design by Blueprint Collaborative is licensed under a Creative Commons Attribution-NonCommercial- ShareAlike 4.0 International License. Worker Coop Academy 3. Outreach & Selection Process, continued • August 15th – August 29th: Participants selected and invited to participate – We will hold follow-up conversations with finalists to discuss tailored program design for each team. • August 15th – September 8th: Participants commit to program • Between September 15th and October 1st: Worker Coop Academy begins
  • 10. 10 Worker Coop Academy Design by Blueprint Collaborative is licensed under a Creative Commons Attribution-NonCommercial- ShareAlike 4.0 International License. Worker Coop Academy 4. Curriculum Framework • The curriculum framework is designed to offer both a shared experience for the whole cohort and a customized program for each team. • We will work with each team to determine its customized program. • Some workshops may be optional. • Total formal classroom time for each team is estimated at 30 hours over the 3 month period.
  • 11. 11 Worker Coop Academy Design by Blueprint Collaborative is licensed under a Creative Commons Attribution-NonCommercial- ShareAlike 4.0 International License. Worker Coop Academy 4. Curriculum Framework Content Area: Business Menu of topics, adaptable to participants’ needs • Business feasibility and planning • Business model and strategy • Marketing • Business financing • Financial planning and management • Growth planning • Surplus, profits and taxation of cooperatives • Balancing business and social goals
  • 12. 12 Worker Coop Academy Design by Blueprint Collaborative is licensed under a Creative Commons Attribution-NonCommercial- ShareAlike 4.0 International License. Worker Coop Academy 4. Curriculum Framework Content Area: People & Culture Menu of topics, adaptable to participants’ needs • Constructive communication • Self management • Conflict management • Hiring, firing and evaluating employees, candidates for membership and worker-owners • Employee  Worker-owner transition • Building a healthy organizational culture for the long haul
  • 13. 13 Worker Coop Academy Design by Blueprint Collaborative is licensed under a Creative Commons Attribution-NonCommercial- ShareAlike 4.0 International License. Worker Coop Academy 4. Curriculum Framework Content Area: Cooperatives Menu of topics, adaptable to participants’ needs • Cooperative principles • History of coops in the United States and around the world • Site visits to Bay Area coops
  • 14. 14 Worker Coop Academy Design by Blueprint Collaborative is licensed under a Creative Commons Attribution-NonCommercial- ShareAlike 4.0 International License. Worker Coop Academy 4. Curriculum Framework Content Area: Governance and Management Menu of topics, adaptable to participants’ needs • Management models, roles and processes • Governance options • Leadership issues in coops • Decision making practices • Effective meeting practices
  • 15. 15 Worker Coop Academy Design by Blueprint Collaborative is licensed under a Creative Commons Attribution-NonCommercial- ShareAlike 4.0 International License. Worker Coop Academy 4. Curriculum Framework Content Area: Legal aspects Menu of topics, adaptable to participants’ needs • Entity formation • Raising capital • Corporate governance • Employment law issues • Taxation of cooperatives
  • 16. 16 Worker Coop Academy Design by Blueprint Collaborative is licensed under a Creative Commons Attribution-NonCommercial- ShareAlike 4.0 International License. Worker Coop Academy 4. Curriculum Framework Content Area: Coop Development Menu of topics, adaptable to participants’ needs • Development process from feasibility to maturity • Pro’s and con’s of different development models • Components of a development process: training, TA, management, governance, etc. • Roles of developer and coop
  • 17. 17 Worker Coop Academy Design by Blueprint Collaborative is licensed under a Creative Commons Attribution-NonCommercial- ShareAlike 4.0 International License.
  • 18. 18 Worker Coop Academy Design by Blueprint Collaborative is licensed under a Creative Commons Attribution-NonCommercial- ShareAlike 4.0 International License. For more information, visit SELC’s website: www.theselc.org/worker-cooperative-academy A project of the Blueprint Collaborative

Editor's Notes

  1. While more research is clearly needed, there is evidence to show that worker co-ops and ESOPs provide substantial benefits to individuals, business and society. For example, here are some compelling data points. REFER TO WORKER COOPERATIVES: PATHWAYS TO SCALE and provide copies. You can take this back to your communities to help drive change.