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Measuring your org's health
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playbook we roll out with client
Running a high-growth venture is tough, and keeping your team motivated and aligned is even tougher. Over the years, I’ve operated in over 50 VC-backed startups, and one thing is clear: organizations thrive when employees feel ownership and have a voice. This checklist offers practical, actionable steps to help you build a fairer, more inclusive company. While not every recommendation will fit your situation, and implementing them all at once might create conflicts, even small changes can make a big difference.
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Allocate 10-20% equity to an employee pool to maximize ownership and redesign the cap table.
Set up an ESOP with a 4-year vesting schedule to introduce employee share ownership.
Share a simplified cap table in an all-hands meeting to ensure transparency in equity structure.
Create a monthly forum for employee input to involve them in decision-making processes.
Use Slack polls for non-critical decisions to implement democratic voting systems.
Launch a small crowdfunding campaign to explore alternative financing models.
Join a business coalition advocating for ESOPs to push for legal and policy reforms.
Pilot a smart contract for profit-sharing to leverage technology for fairness and transparency.
Create a small DAO for a side project to experiment with decentralized governance.
Organize cross-team hackathons to promote a culture of collaboration over competition.
Flatten the org chart by reducing middle management to shift to networked, heterarchical models.
Create an internal job board for open roles to allow employees to choose projects and roles.
Partner with a benefits provider for healthcare to provide comprehensive employee benefits.
Conduct quarterly surveys on welfare priorities to focus on long-term employee well-being.
Use a dashboard to monitor equity distribution to track and ensure inclusivity.
Host a webinar on ESOP benefits to educate stakeholders about employee ownership.
Share case studies of inclusive companies to highlight success stories of employee ownership.
Test a profit-sharing model with one team to pilot innovative ownership models.
Research failed cooperatives for lessons to learn from past failures of worker ownership.
Introduce a “well-being day” for mental health to prioritize human-centric approaches.
Tie bonuses to company-wide performance to build trust and align employee interests.
Offer stock options with a 5-year vesting period to encourage long-term employee relationships.
Use Carta to manage equity and voting rights to ensure efficient and meaningful voting systems.
Implement a clear policy on equity trading to prevent insider trading and ensure transparency.
Grant small equity stakes to all employees to create a sense of shared responsibility.
Use Slack or Notion for cross-team communication to foster a networked organizational culture.
Host a quarterly retreat to set goals collaboratively to define objectives through consensus.
Implement Polly for real-time voting in meetings to enable continuous decision-making.
Form a committee to review equity practices to establish internal supervisory authorities.
Write an op-ed on inclusive ownership to advocate for systemic change in economic models.
Allocate 10-20% equity to an employee pool to maximize ownership and redesign the cap table.
Set up an ESOP with a 4-year vesting schedule to introduce employee share ownership.
Share a simplified cap table in an all-hands meeting to ensure transparency in equity structure.
Create a monthly forum for employee input to involve them in decision-making processes.
Use Slack polls for non-critical decisions to implement democratic voting systems.
Launch a small crowdfunding campaign to explore alternative financing models.
Join a business coalition advocating for ESOPs to push for legal and policy reforms.
Pilot a smart contract for profit-sharing to leverage technology for fairness and transparency.
Create a small DAO for a side project to experiment with decentralized governance.
Organize cross-team hackathons to promote a culture of collaboration over competition.
Flatten the org chart by reducing middle management to shift to networked, heterarchical models.
Create an internal job board for open roles to allow employees to choose projects and roles.
Partner with a benefits provider for healthcare to provide comprehensive employee benefits.
Conduct quarterly surveys on welfare priorities to focus on long-term employee well-being.
Use a dashboard to monitor equity distribution to track and ensure inclusivity.
Host a webinar on ESOP benefits to educate stakeholders about employee ownership.
Share case studies of inclusive companies to highlight success stories of employee ownership.
Test a profit-sharing model with one team to pilot innovative ownership models.
Research failed cooperatives for lessons to learn from past failures of worker ownership.
Introduce a “well-being day” for mental health to prioritize human-centric approaches.
Tie bonuses to company-wide performance to build trust and align employee interests.
Offer stock options with a 5-year vesting period to encourage long-term employee relationships.
Use Carta to manage equity and voting rights to ensure efficient and meaningful voting systems.
Implement a clear policy on equity trading to prevent insider trading and ensure transparency.
Grant small equity stakes to all employees to create a sense of shared responsibility.
Use Slack or Notion for cross-team communication to foster a networked organizational culture.
Host a quarterly retreat to set goals collaboratively to define objectives through consensus.
Implement Polly for real-time voting in meetings to enable continuous decision-making.
Form a committee to review equity practices to establish internal supervisory authorities.
Write an op-ed on inclusive ownership to advocate for systemic change in economic models.
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