Been there, done that with your annual ESOP meeting? Looking for a new way to convey your critically important ownership messages? Add new energy this year with one of Workplace Development’s field-tested, ESOP-focused presentations and interactive activities.

Working with your leadership or ESOP committee, our communication team customizes our engaging learning activities to help you tap into the motivation and performance impact of shared ownership. Use one of the sessions described below to strengthen your culture of ownership and build enthusiasm for the powerful benefits of your ESOP.

Understanding my ESOP Statement de-mystifies what employees can and cannot find on their yearly statement. This customized session not only explains the statement but elaborates on concepts that are not shown like what drives the growth in your ESOP account, understanding the future potential for an individual and how employee actions can impact future stock performance.

The Power of One Dollar builds the connection between job-level actions and ESOP rewards. This engaging session asks participants to explore the valuation from the inside out. Participants work in teams with their co-workers to learn the drivers of business success, key factors in the annual valuation process and specific examples of how job-level activities connect to ESOP rewards. Educate employees on how their daily actions drive stock value and the power of earning each dollar.

Roles and Responsibilities of ESOP Owners clarifies what it means to be an ESOP owner at your company and taps into the power of shared ownership. This session emphasizes the importance of individual employee-owner responsibilities in ESOP success. It includes information on company governance, role of the ESOP trustee and company leaders and eye-opening exercises on the impact of job-level actions.

ESOP Game Business Simulation accelerates employee-owners’ understanding of what drives stock value, reviews ESOP mechanics and builds business acumen. Employee owners work in teams to run a simulated ESOP company in this hands-on, interactive activity. They experience the challenges of growing ESOP value and responding to an unpredictable business environment.

Great Game of Ownership Challenge reviews and tests what your employee know about your ESOP. Working in teams, employee owners tackle questions about your ESOP, your business and the benefits of employee ownership. Participants compete for prizes and learn the key concepts that everyone needs to know to be effective ESOP owners.

Each session is customized to fit your company’s specific ESOP plan rules and meet your business goals. Sessions can be delivered by our WD ESOP Communication team on-site at your company (and many can be delivered by webinar), or we can train leaders at your company to deliver the interactive session.  No matter how you deliver them, these additions to your annual meeting can accelerate ownership thinking and reinvigorate ESOP enthusiasm.


To learn more about how you can benefit from our customized ESOP annual meeting services send an email to to schedule a call with one of our ESOP Communication consultants.