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 !!!