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Community Conversations | 12 Months of Momentum: Action Planning your Ownership Culture

Community Conversations

Continuing Education Credit Offered For Live Session Only: SHRM

Ready to take your ownership culture to the next level? We will show you exactly how to build a 12-month action plan using sustainable communication and ongoing education strategies —without draining your resources. Along with great ideas and best practices from EO companies, we'll share templates for 12-month engagement planning calendars, approaches to sustainable feedback systems, and explore how to embed ownership culture into existing organizational rhythms. This session is open to all, NCEO membership is not required to attend. 
 
Learning Objectives
By the end of this session, attendees will be able to:
  • Design a comprehensive 12-month ESOP communication and education calendar integrated with existing organizational activities
  • Create sustainable plans for ongoing ownership culture development that require minimal additional resources
  • Develop measurement strategies and feedback systems to track engagement and continuously improve programs

Can't make the event? Check out our sample ESOP communication plan!

A 12-month calendar template for events, activities, and touchpoints, along with suggested communication modes and target audiences. Includes guiding questions to customize the plan based on your company's business cycle and ESOP stage. Fill out your information to receive a free download link.

NCEO sample communication plan image

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NCOE Day 3-43

About the NCEO

The National Center for Employee Ownership (NCEO) is a nonprofit organization supporting the employee ownership community since 1981. Our mission is to help employee ownership thrive.

We generate original research, bring the employee ownership community together at our live and online events, feature the best and most current writing by experts in our publications, and help employee ownership companies build ownership cultures where employees think and act like owners. Whether you are considering employee ownership, managing an existing plan, or advising clients, we can help. Learn about NCEO membership or contact us.

 

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Presenters

Ramona Rodriguez-Brooks headshot Presenter company logo

Ramona Rodriguez-Brooks

NCEO members are the heart of the employee ownership community. As Membership Director, Ramona supports the success of thousands of employee-owned companies and employee ownership experts. Ramona leads member communication, account management, and new member initiatives. She creates content and curates educational resources for members.  Ramona earned a BA in Sociology and a BA in Theatre from the University of California, San Diego.

Kimberly McCourtney headshot Presenter company logo

Kimberly McCourtney

Kimberly brings a wealth of diverse experience to her role as peer network manager at the NCEO. With a career that spans non-profit organizations, manufacturing, distribution, sales, retail, and business management, she has developed a versatile skill set that allows her to navigate complex networks and build meaningful connections.

Having spent over a decade working in employee-owned organizations, Kimberly is passionate about fostering collaboration, building relationships, and adding value to the employee-owned community. She is excited to leverage her unique experiences to support the NCEO’s mission and strengthen its peer network for all employee-owned companies and their partners.