E MPLOYEE O WNERSHIP L EARNING AND E DUCATION EUROPEAN EOLE PROGRAMME FIFTH MEETING.

EMPLOYEE

OWNERSHIP

LEARNING AND

EDUCATION

EUROPEAN EOLE PROGRAMME

FIFTH MEETING

10.45 – 11.30Good 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

16 JUNE: EOLE DATABASE

EOLE WHY ? EFES PRIORITIES

1. International exchanges of info

2. Polical will and policy development

3. Training and education tools

WHY EOLE: EFES PRIORITIES

EOLE WHY ? EO EFFECTIVENESS HIGHER PERFORMANCES

Employee Ownership

+ Participation in management+ Participation in corporate governance

WHY EOLE: EO EFFECTIVENESS

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: 1. collect info

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: 3. standards

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

EOLE: 2. analyse

Titles

Organizers

Characters

Contents

EOLE: database scheme

Programme TitleOrganisation NameCountryContact personAddressZip codeCityPhoneFaxE-mailWebsite

Duration: Units: H, D, W, M, or Y Numbers of Units

Programme TypePrices

Place of deliveryLanguage(s)Teacher(s) Name(s)Pre-requisitesEducational objectivesMethodologyContent Main modules Documents (links to)Delivery methodsLinks with other programmesCertificatesOther charactersLink with EO and EFPGeneral comments

Org

an

isato

r's

co

-ord

inate

s

Target Publics

EOLE database scheme: contents

15/04/2005 14:03 Programme 2Programme Title INTRODUCTION TO ESOPS

Organisation Name 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.

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

Content Main modules • 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

Target publics

Educational objectives

Content main modules

EOLEdPb contents PR2 PROGRAMME 2

EOLEdb contents PR2 + PR4

PROGRAMME 2 PROGRAMME 4

EOLEdb contents: documents

Links to documents

EOLEdb: list 1

Countries Organizers Programmes titles

EOLEdb: list 2

ANALYZING EOLE DBASE

1. COUNTRIES

Analyze EOLEdb: COUNTRIES

EOLEdb: countries

EOLEdb: graf countries


2. ORGANIZERS

Analyze EOLEdb: ORGANIZERS

EOLEdb: organizers US

USA

EOLEdb: organizers EUREUR

EOLEdb: organizers by countries

CENTRALIZATION DECENTRALIZATION

USA 14 organizers EUR 41 organizers SPAIN 23 organizers

USA SPAIN 5 main organizations 3 main organizations

EOLEdb: analyzing organizers


3. TARGET PUBLICS

Analyze EOLEdb: TARGET PUBLICS

EOLEdb: target publics 1


4. PROGRAMMES BY TARGET PUBLICS

Analyze EOLEdb: PROG BY TARGET PUBLICS

EOLEdb: programmes by target

EOLEdb: sum programme by target

EOLEdb: graf target publics

EOLE Target Publics

3,41

31,82

35,61

20,83

8,33

0,00

5,00

10,00

15,00

20,00

25,00

30,00

35,00

40,00

COMPANIES EMPLOYEES MANAGEMENT CORPORATE GOVERNANCE OTHERS

EOLE target publics in %

EOLEdb: graf target publics W

EOLEdb: graf target detailes

9

55

29

34

12

18

7

23

9

21

13 12 13

9

0

10

20

30

40

50

60

COMPANIES

EMPLOYEES

EMPLOYEE OWNERS

MANAGEMENT

MIDDLE MANAGEMENT

SPECIFIC MANAGEMENT

SENIOR MANAGEMENT

EXECUTIVES

BOARDS AND OWNERSHIP

TRADE UNIONS AND EMPLOYEES DELEGATES

EMPLOYEE OWNERSHIP

OTHER STAKEHOLDERS

CONSULTANTS AND PROFESSIONALS

STUDENT

EOLE target publics: detailed


5. MAIN PROGRAMMES THEMES

Analyze EOLEdb: PROGRAMMES THEMES

EOLEdb: list titles programmes

EOLEdb: 3 main themes


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


7. TYPOLOGY OF EO SITUATIONS


EO Typology 1

OwnershipControl

Company lifetime

Stakeholders

Employees

Middle Mgt

High Mgt

Owners, Shareholders

-

-

-

-

Customers -

etc… -

Creation Development Maturity

Cession Rescuel l l

1%

3-5%

10-15%

25-30%

50% et +

100%

--

-

-

-

Management

Implementation

Management of employee ownership

Managament of the company and governance

--

-

EO Typology 2

OwnershipControl

Company lifetime

Stakeholders

Employees

Middle Mgt

High Mgt

Owners, Shareholders

-

-

-

-

Customers -

etc… -


Cession Rescuel l l

1%

3-5%

10-15%

25-30%

50% et +

100%

--

-

-

-

Management

Implementation

Management of employee ownership

Management of the company, corporate governance

--

-

EO Typology 3

Companylifetime

OwnershipControl

1%

3-5%

10-15%

25-30%

-

-

-

-

50% et + -

100% -


Cession Rescuel l l


8. TARGET PUBLICS BY THEMES

Analyze EOLEdb: TARGET PUBLICS BY THEMES

EOLEdb: target publics by themes

EOLEdb: graf target publics by themes

TARGET PUBLICS BY MAIN PROGRAMMES THEMES %

0

10

20

30

40

50

60

COMPANIES EMPLOYEES MANAGEMENT CORP GOV OTHERS

EO MANAGEMENT BUSINESS MANAGEMENT CORPORATE GOVERNANCE

EOLEdb: graf main themes for each target


9. DETAILED THEMES AND STANDARDS

Analyze EOLEdb: DETAILED THEMES

EOLEdb: 292 detailed points


10. AVAILABLE INFORMATION

Analyze EOLEdb: AVAILABLE INFORMATION

EOLE db: documents available

DATABASE OF EDUCATION AND TRAINING PROGRAMMES

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 !!!

THANKS 20

THANKS !!!

THANKS 36

THANKS !!!

THANKS 96

E MPLOYEE O WNERSHIP L EARNING AND E DUCATION EUROPEAN EOLE PROGRAMME FIFTH MEETING.

Documents

Transcript of E MPLOYEE O WNERSHIP L EARNING AND E DUCATION EUROPEAN EOLE PROGRAMME FIFTH MEETING.