FIFTH MEETING
EMPLOYEE
OWNERSHIP
LEARNING AND
EDUCATION
EUROPEAN EOLE PROGRAMME
16 JUNE: EOLE DATABASE
10.45 – 11.30
Good practice in employee ownership training and education.
EOLE Programme and database.
EOLE database gathers some 150 training and education
programmes. It gives a good picture of the development of
employee ownership in the world and what are the real needs in
respect of training and education.
 Marc Mathieu, Head Manager of EOLE Programme
WHY EOLE: EFES
PRIORITIES
EOLE WHY ?
EFES PRIORITIES
1. International exchanges of info
2. Polical will and policy development
3. Training and education tools
WHY EOLE: EO
EFFECTIVENESS
EOLE WHY ?
EO EFFECTIVENESS
HIGHER PERFORMANCES
Employee Ownership
+ Participation in management
+ Participation in corporate governance
EOLE: 1. collect info
To be fully successful, employee ownership and financial
participation need education and training.
A lot of communication, training and education programmes
already exist for employee ownership and financial participation,
but all this information had still to be collected and analysed.
Step 1. This was the first goal for EOLE, with the help of
companies, organisations and social partners, educational and
training organisations…
and the internet !!!
EOLE: 3. standards
Step 2. This way, EOLE was able to set up a database with all
information about existing education and training programmes,
across the world.
Step 3. EOLE is now going to define common European
specifications, which will make things easier for companies, for
educational bodies and for social partners at country level.
EOLE: 2. analyse
EOLE database gathers some 150 training and education
programmes.
Gives a good picture of
 the development of employee ownership in the world
 what are the real needs in respect of EO training and education
Organisator's co-ordinates
Programme Title
Organisation Name
EOLE: database scheme
Country
Contact person
Address
Zip code
City
Phone
Fax
E-mail
Website
Duration: Units: H, D, W, M, or Y
Numbers of Units
Programme Type
Prices
Target Publics
Place of delivery
Language(s)
Teacher(s) Name(s)
Pre-requisites
Educational objectives
Methodology
Content Main modules
Documents (links to)
Delivery methods
Links with other programmes
Certificates
Other characters
Link with EO and EFP
General comments
Titles
Organizers
Characters
Contents
15/04/2005 14:03
Program m e Title
Program m e 2
INTRODUCTION TO ESOPS
Organisation Nam e
NATIONAL CENTER FOR EMPLOYEE OWNERSHIP (NCEO)
Target Publics
• Companies considering ESOPs
• Companies in the process of implementing an ESOP
• Companies w ith an established plan w ho just need a
refresher.
Target publics
Educational objectives
Learn w hat you need to do so that ESOPs can positively
affect your company. The seminars are intended to assist
companies considering ESOPs, companies in the process
of implementing an ESOP, and companies w ith an
established plan w ho just need a refresher
Educational objectives
Content Main m odules
• How an ESOP Works
• Will an ESOP Work for You?
• Financing an ESOP Transaction
• Local ESOP Company Perspectives
• Valuation for ESOP Purposes
• Investing Gains from Sales to ESOPs
• Creating an Ow nership Culture
EOLE database scheme:
contents
Content main modules
EOLEdPb contents PR2
PROGRAMME 2
PROGRAMME 2
EOLEdb contents PR2 +
PR4
PROGRAMME 4
EOLEdb contents:
documents
Links to documents
Countries
EOLEdb: list 1
Organizers
Programmes titles
EOLEdb: list 2
Analyze EOLEdb:
COUNTRIES
ANALYZING EOLE DBASE
1. COUNTRIES
EOLEdb: countries
EOLEdb: graf countries
Analyze EOLEdb:
ORGANIZERS
ANALYZING EOLE DBASE
2. ORGANIZERS
USA
EOLEdb: organizers US
EOLEdb: organizers EUR
EUR
EOLEdb: organizers by
countries
EOLEdb: analyzing
organizers
CENTRALIZATION
DECENTRALIZATION
USA
EUR
SPAIN
14 organizers
USA
5 main organizations
41 organizers
23 organizers
SPAIN
3 main organizations
Analyze EOLEdb: TARGET
PUBLICS
ANALYZING EOLE DBASE
3. TARGET PUBLICS
EOLEdb: target publics 1
EOLEdb: target publics 2
EOLEdb: target publics 3
Analyze EOLEdb: PROG BY
TARGET PUBLICS
ANALYZING EOLE DBASE
4. PROGRAMMES BY TARGET PUBLICS
EOLEdb: programmes by
target
EOLEdb: sum programme
by target
EOLEdb: graf target publics
EOLE target publics in %
EOLE Target Publics
40,00
35,61
35,00
31,82
30,00
25,00
20,83
20,00
15,00
8,33
10,00
5,00
3,41
0,00
COMPANIES
EMPLOYEES
MANAGEMENT
CORPORATE GOVERNANCE
OTHERS
EOLEdb: graf target publics
W
EOLEdb: graf target detailes
EOLE target publics: detailed
60
55
COMPANIES
50
EMPLOYEES
EMPLOYEE OWNERS
MANAGEMENT
40
MIDDLE MANAGEMENT
34
SPECIFIC MANAGEMENT
SENIOR MANAGEMENT
29
30
EXECUTIVES
23
BOARDS AND OWNERSHIP
21
TRADE UNIONS AND EMPLOYEES DELEGATES
18
20
EMPLOYEE OWNERSHIP
13
12
10
9
7
9
12
13
OTHER STAKEHOLDERS
9
CONSULTANTS AND PROFESSIONALS
STUDENT
0
Analyze EOLEdb:
PROGRAMMES THEMES
ANALYZING EOLE DBASE
5. MAIN PROGRAMMES THEMES
EOLEdb: list titles
programmes
EOLEdb: 3 main themes
Analyze EOLEdb:
PROGRAMMES THEMES
ANALYZING EOLE DBASE
6. TYPICAL PROGRAMMES BY THEMES
EOLEdb: 24 typical PR for
EO impl & mgt
EOLEdb: 33 typical PR for
BM
EOLEdb: 22 typical PR for
CG
EOLEdb: typical PR for EO
underlined
EOLEdb: typical PR for BM
underlined
EOLEdb: typical PR for CG
underlined
Analyze EOLEdb:
PROGRAMMES THEMES
ANALYZING EOLE DBASE
7. TYPOLOGY OF EO SITUATIONS
Stakeholders
EO Typology 1
etc…
-
Customers
-
Ownership
Control
100%
Owners,
Shareholders
50% et +
High Mgt
-
Middle Mgt
-
25-30%
10-15%
3-5%
Employees
-
1%
Management
-
-
-
-
Company
lifetime
-
Creation
-
-
l
Development
Maturity
Implementation
- Management of employee ownership
Managament of the company and governance
l
Cession
l
Rescue
Stakeholders
EO Typology 2
etc…
-
Customers
-
Ownership
Control
100%
Owners,
Shareholders
50% et +
High Mgt
-
Middle Mgt
-
25-30%
10-15%
3-5%
Employees
-
1%
Management
-
-
-
-
Company
lifetime
-
Creation
-
-
l
Development
Maturity
l
Cession
Implementation
- Management of employee ownership
Management of the company, corporate governance
l
Rescue
Ownership
Control
EO Typology 3
100%
-
50% et +
-
25-30%
-
10-15%
-
3-5%
-
1%
-
Company
lifetime
Creation
l
Development
Maturity
l
Cession
l
Rescue
Analyze EOLEdb: TARGET
PUBLICS BY THEMES
ANALYZING EOLE DBASE
8. TARGET PUBLICS BY THEMES
EOLEdb: target publics by
themes
EOLEdb: graf target publics
by themes
TARGET PUBLICS BY MAIN PROGRAMMES THEMES %
60
50
40
30
20
10
0
COMPANIES
EMPLOYEES
EO MANAGEMENT
MANAGEMENT
BUSINESS MANAGEMENT
CORP GOV
CORPORATE GOVERNANCE
OTHERS
EOLEdb: graf main themes
for each target
Analyze EOLEdb:
DETAILED THEMES
ANALYZING EOLE DBASE
9. DETAILED THEMES AND STANDARDS
EOLEdb: 292 detailed points
Analyze EOLEdb:
AVAILABLE INFORMATION
ANALYZING EOLE DBASE
10. AVAILABLE INFORMATION
DATABASE OF EDUCATION AND TRAINING PROGRAMMES
EOLE db: documents
available
1. This is the database last update in Access: EOLE DBASE ACCESS 050321.zip
Please send your questions or suggestions, you can help.
2. You can help gathering information, using EOLE model form:
EOLE DBASE MODEL FORM 041227.xls
3. Analyzing EOLE database (on 10.3.2005), all points below are pdf documents:
• Draft PowerPoint Presentation on the European EOLE Programme for the Fifth Meeting on June 16 (pdf)
• List of 139 training and education programmes by countries and organizers
• Numbers of programmes by countries
• Graph numbers of programmes by countries
• List of 55 training and education organizations and bodies
• Numbers of organizers by countries
• List of 132 target publics
• Numbers of programmes by target publics - summarized
• Numbers of programmes by target publics - in %
• Numbers of programmes by target public - in % (weighted)
• Numbers of programmes by target publics - details
• List of 139 training and education programmes
• Numbers of programmes by themes (EO implementation and management, business management,
corporate governance)
• List of typical programmes about employee ownership implementation and management
• List of typical programmes about business management
• List of typical programmes about corporate governance
• Typology of employee ownership situations
• Target publics by themes
• Graph target publics by themes
• Which main themes for which main target public
• List of the 292 specific questions in EOLE programmes
THANKS 20
THANKS !!!
THANKS 36
THANKS !!!
THANKS 96
THANKS !!!
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