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These board and trustee checklists can help company boards evaluate an outside trustee, support an inside trustee, and be confident that they have fulfilled their annual obligations with regard to oversight of the trustee.

This sample statement of participation was designed to help BL Companies' employee-owners to understand their annual statements. Also see the accompanying PowerPoint.

This Powerpoint is designed for a lunch-and-learn focused on understanding the annual ESOP statement. See also the sample statement of participation.

ESOP company Morrison-Maierle created this form for its board to use in its annual self-evaluation.

Sample charter for a board of directors from NCEO member Web Industries. 

Sample charter for a board of directors and related committees from an NCEO member.

An NCEO company member shared this job description for a seat on their board of directors. 

An onboarding checklist for board members from NCEO member Web Industries. 

ESOP communications tend to focus too much on what an ESOP will do for you eventually, not what it does for you now. Use this tool to identify how to communicate the now of employee ownership.