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Equal Care Playbook

Introduction

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Start and Grow

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Technology

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Fundraising

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Equal Care's Model

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Evaluation framework

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Welcome to the playbook

Purpose

This playbook is a roadmap - developed to support local authorities, health services, grassroots groups and individuals who want to bring about a step change in social care.

Although it is available for anyone to read, it is primarily aimed at three groups of people and in the following order:

  1. Directors, commissioners or policymakers for social care services wanting to commission differently and achieve transformative impact for the same cost.

  2. Community groups and collectives wishing to start their own co-operatives in care (find an created by and focussed solely on this audience).

  3. Homecare and residential organisations wanting to shift to a relationship-centred, co-operative model of support (and ownership).

We are sharing the model we have developed in order to expand its use, keep innovating and ultimately contribute to a big, positive shift in people's experience of social care: for people getting support, families and workers alike.

📢 Calling all commissioners and directors of social care services:

Although it will take investment and resources to start this work in your area, it is important to understand that this does not have to cost any more than 'business as usual' caregiving. It is a common misconception that to work in this way is more costly in the long run, but Equal Care is operating quite happily in Calderdale, West Yorkshire, at the same rates as everyone else.

More money is obviously always nice and there's always more that you can do, but to all commissioners and directors exploring this playbook, this support model is cost neutral after the initial investment takes place and before the improvement in outcomes is considered (at which point it starts to save resources).

What's covered

This playbook sets out the unique co-operative model of support developed by Equal Care Co-op since 2018 in Yorkshire and in London via a 2024 pilot exploring the creation of a Care Commons.

  • Commissioning support: An evaluation framework, sample service specification and cost model to assist in commissioning new service models like this one, together with a discussion on what constitutes 'fertile ground' for co-operative initiatives in your borough.

  • Technology: This model doesn't play well with existing tech solutions, most of which are driven by management hierarchy and designed with that in mind. Here, you can learn about Equal Care's platform, which is developed to match the ethics, governance and day-to-day ways of working this model needs.

  • Tools and resources: Templates, checklists, and other tools to help you start, manage, and grow or to help you help others.

About

This playbook was created by , an innovative social care founded to put power back in the hands of the people who matter most: those who give and receive care and support.

The work was funded by a grant provided by , the London Office of Technology and Innovation. Equal Care worked in close collaboration with Hackney and Southwark Councils to explore new approaches to meeting the increasing social care needs of the UK.

"LOTI funded this project as part of its Innovation Fund, which sought to test radical new service delivery models for care. This project was particularly interesting because it involved a completely different organisational structure through a co-operative model. This strength based, “Care Commons” approach combines the strengths of formal care provision with the power of community networks, unlocking a more relational and personalised service that meets the needs of people needing care. It is also better for those delivering care, focusing on their strengths and granting them the autonomy to provide high-quality, flexible support."

Genta Hajri, Digital Innovation Delivery Lead, LOTI

Share and Share Alike

This playbook is licensed under the . This means that you are free to remix and adapt the content of this playbook and to use it for commercial purposes. However, uses must attribute the creator and must not impose more restrictive licensing arrangements than this one.

You can use the following citation:

CC BY-SA 4.0 Equal Care Co-op Playbook: play.equal.care

Get in touch

We want to actively support and incubate new circles. If you want to collaborate with us on a project in your area you can contact us at [email protected].

Process: Learn about the most effective strategies and methods to begin and sustain a successful social care co-operative, using the caregiving model developed by Equal Care.

additional resource here
Colne Valley Co-op
Equal Care Co-op
platform co-operative
LOTI
Find out more about the project here.
CC BY-SA terms

Foundation

What to do before you start

1

Founders

It doesn't matter whether you're a council, a community organisation or a small group. Everything new needs its founders to make things happen.

2

Find the others

Founders can't do it by themselves. Bring others into the mix and build your board or steering group.

3

Feasibility

Depending on your resources, the scale of your ambitions and the number of people you need to convince, this stage could take a couple of weeks to over a year.

4

Formation

This makes the decision to proceed official. For groups this might be formally registering as a co-op. For local authorities this could be spin-off to a mutual, deciding to commission a service or pilot or incubating a co-op with their community. The day-to-day decision-making methods should also be clarified at this stage.

Formation can be delayed (sometimes indefinitely) if you are working within a Local Authority or other larger organisation. Equal Care offers incubation options for groups who would rather delay this step.

A word from...

This playbook is the culmination of a lot of hard work by a wide range of people from Equal Care, Clapton Commons, LOTI, Southwark, and Hackney Councils.

We recognise this and are grateful, and so on the following pages you will find our partner's thoughts on the journey we've been on together.

Project background

Equal Care was launched in 2018 by Emma Back and Kate Hammon in Calderdale, West Yorkshire, as an innovative not-for-profit platform co-operative designed to tackle fundamental flaws in social care.

The principles of the model have three core objectives: to put the relationship between giver and receiver above all else, to share power, and to allow care and support to flourish.

This produces resilient, trusting, long-term relationships built upon mutual consent that deliver higher wages to workers, economic rates to people getting support, and much better quality care than traditional care agencies.

Equal Care is a multi-stakeholder co-op, owned by four different classes of members: Supported Members, Advocate Members (friends and family), Worker Members and Investor Members (the latter with a 10% limitation on the vote share).

Starting from the co-op governance structure all the way through to the day to day caregiving, Equal Care is designed to put power in the hands of those who matter most - the people who give and receive care and support.

Technology

Equal Care's unique approach has required an equally unique technology platform to support our members and services.

Despite care and support technology developing rapidly, we found that many of the products available don't remove intrinsic biases that negatively affect those involved in the front line of care. They prioritise the manager's perspective and surveillance, producing a 'regulation-first' environment. As opposed to our co-operative not-for-profit approach, the companies selling this "care tech" are also mainly subject to the high-growth, profit-driven, fast-exit rules of venture capital culture.

We think that co-operatively owned technology that is co-created by and accountable to members goes a long way towards tackling these problems—this is why we continue to build our own technology platform.

Equal Care in London

While Equal Care was founded in the north of England, we have always had a national outlook, with the desire to collaborate with local communities to create new circles of our co-operative across the country.

In 2021, we founded Equal Care’s London Circle, supporting local communities in forming ‘Community Care Circles’ capable of using our digital platform to build self-managing within their neighbourhoods.

Our work in London has delivered workshops and learning groups in relationship-centred care, commissioning innovation, sociocracy, peer support/supervision, Atlas CareMaps, asset-based community development and collaborative work platforms.

The London Circle partnered with and local residents to form The Clapton Care Circle, which has:

  • Engaged in social listening and care mapping with local stakeholders/community groups.

  • Worked with residents to co-produce activities at a local sheltered housing linking local people, places and care assets.

  • Built equal care teams, enabling a local elder to run his own art group, a family carer to support his mother as part of a team and frail elders to access local community meals.

  • Assisted in setting up a Warm Welcome Space at St Thomas Church, addressing people’s heating and eating needs.


LOTI Pilot Project

In 2023, the (LOTI) recognised that innovation was needed in the social care sector to address the twin pressures of reducing budgets and increasing demand.

To address this, they created the fund to "incentivise, select and pilot the most promising ideas for new service models." Equal Care, in collaboration with Clapton Commons and Hackney and Southwark Councils, applied and was awarded the grant to deliver a year-long pilot in the Clapton neighbourhood of Hackney to:

"Launch a home care co-operative piloting a new service model and digital platform for a community-owned and governed care service which will integrate home care, community networks, digital tools and health and social care services at a hyper-local level into a “Care Commons” so that people giving and receiving formal and informal care can have more power and control over the resources they rely upon and a better quality of life, thus preventing “down the line” care issues."

The primary deliverables of this project were:

  • To build and resource five self-managing equal care teams with the local community.

  • To bring together individuals and organisations to create a “commons” to help support care through the Clapton neighbourhood.

  • To develop an evaluation framework with researchers, team members, and community members to measure service outcomes and social impact.

  • To enhance our digital platform to help other community groups in the UK set up their own co-operative care services.

And finally to:

  • Co-create a "playbook" for starting and growing co-operative care providers, a guide for local authorities and community groups.

This is that Playbook, and we hope you find it useful in your social care journey.

Feasibility

Ambition to begin a social care co-op does not necessarily mean that what you want to create is feasible. Thorough research into your market, specifically the Local Authority you wish to start providing care within, will mean you can confirm you have the right circumstances to launch, grow and become sustainable. If it's not feasible, then the plan needs to change or the project should stop.

A London based co-op experienced exactly this, putting together a fantastic and highly skilled founding group, working very closely with their local authority and achieving co-operative society registration, coupled with a small grant to develop the work. The result was that they found it would be impossible to give care in their local area without charging a very large amount for anyone not being funded by the local authority. This was because their local authority rates were unsustainable for Real Living Wage employment, only allowing for minimum wage pay if travel and training were excluded for people's pay.

Find (more) money

The first raise is perhaps the most important one any founder will run. This starting capital will get the organisation running, transforming it from an idea into reality.

Developing an adequately complex financial and revenue model is an essential process. It enables the organisation to understand how it will earn money, how it will be used, and, crucially, what the cash requirements are to allow it to flourish.

At this stage, the choice of type of care organisation will make a big difference to this process. As an introductory agency, simply creating care teams by introducing those who need care to those who need it where you take a fee, is not regulated and requires little or no starting capital. You can get started, bearing in mind the time and effort you will need to spend creating your organisation.

However, if you are aiming to provide regulated care, that is, personal care that includes assistance with personal hygiene and grooming, help with dressing, support with eating and drinking, and administration of medication and medical treatments, then the capital requirement is much more significant.

The sources of , but in the early phases, we recommend raising money through donation(s), grant(s), or a community share offer.

Do not underestimate the amount of time and effort this process will take: it will require patience, a deep understanding of your business economics, and some luck. Social care is not well funded at the point of delivery, but perhaps even more so when founding a new company.

The business plan and cost model showed that any support provided through the local authority frameworks would have had to be subsidised by the co-op. The only way they could have made it work was by paying the minimum wage on zero hour contracts and not paying for travel time. No one starts a co-op just to repeat the failings of the industry so the project was halted. This was hugely disappointing but thankfully they had completed the feasibility stage so at least it meant they could see the bear trap ahead without falling in.

Questions to ask of your community

  • NHS and your local Continuing Healthcare team: Are they open to the equal care model and what problems are they looking to solve? For example, there may be very few providers that support children, so this may become a development priority for you.

  • Local Authority and Integrated Health Commissioning: Sign up to Contracts Finder to see what your local authority has procured in the past. Try and get in front of members of the commissioning team with a list of questions. Is your Local Authority a co-operative council and a member of CCIN?

  • Local Market: What is the local competition? What rates are they charging? Would they be interested in co-operating with your group?

  • People on Direct Payments: If you are starting from scratch you won't be able to join local authority contracting frameworks. Direct payments are essential to help fund new support organisations and some councils offer very little of these.

  • Council Rates: What rates are being offered in your area, and will they provide enough to allow you to pay decent wages? This will be a major driver of whether you choose to offer self-employed, employed work or both.

  • Where are the care and support workers? Find any coffee mornings or local events supporting local workers. What issues are they facing?

  • Local Aligned Organisations: Are there any partners that could help to support your new venture or who you could co-found or work with?

For local authorities, consider the possibilities of facilitating a co-operative consortia for the provision of block contracted care.

Deep research into available funding sources, building relationships with funders, and being prepared to complete many bids is par for the course.
funding are detailed here

Developed an ongoing placement for UCL town planning students exploring the challenges/opportunities of commons-based care.

To create a service specification for local authorities to procure commons-based home care services.

teams
Clapton Commons
London Office of Technology and Innovation
New Service Models in Social Care

Clapton Care Commons

Team Owner, Clapton

“I really do believe that it takes a village to raise a child. And there are some areas of London where this is still possible. Keeping care workers local makes sense.

I never understood why a council would try to employ a care worker from another council area. Think about it, if its bad traffic they are gong to be a week late! So not only did I believe in the idea of keeping thing local and building community. I also believed, on a practical level, that this would work.

Being a part of the village means that you are no longer an outsider. Instead of ‘Here I am to run that service!’ it becomes ‘Here we are together!' The more of us together, the merrier we will be!"

Elvis Menez

Family Member of Equal Care Team & Co-founder of The Clapton Care Circle

"I have experienced the challenges of Social Care firsthand. I live in Manchester and support my mum, Hazel, who resides in the Stamford Hill/Clapton Common area and was receiving very poor care. I found myself traveling back and forth every week to sort things out and keep her company.

When I heard about Equal Care Cooperative's vision of involving the local community more in Social Care, it was like music to my ears—it felt exactly right for my mum. Throughout her life in both Jamaica and London, she has been dedicated to supporting her local community through the church and organizations like the African Caribbean Leadership Company.

Equal Care wanted to help her receive something back from the community she helped build."

Agnieszka Rolkiewicz

Commons Organiser & Co-founder of The Clapton Circle

“Being outdoors with others can be someone’s experience of receiving ‘home care.’ There have been wonderful moments where we have been able to bring people together, dancing, eating, and chatting. People are animated, alive, and full of joy.

But it took us two years to create a regular group. It takes time to get to know each other, to trust that change is possible. The only way you can build this trust and hope is by physically bringing people together. Never underestimate the value of a small gathering, team owners with just one or two care workers, family members and local residents, it doesn't have to be anything fancy, just spending some time together."

Luke Tanner

Project Lead & Co-founder of The Clapton Circle

"Having experienced both the best and worst of social care, I’ve come to understand that when care is rooted in the people, places, and things that matter most to the people receiving care, it fosters a greater sense of well-being and belonging. Cooperative care services like Equal Care make this possible by removing some of the institutional features that often prioritize the running of the service over the people in it.

From my own experience, I’ve seen how services like our local primary school foster community and well-being. Care providers could do the same if they were designed differently. At Equal Care, we empower those receiving care to lead their own teams, making decisions alongside their carers and families. By sharing responsibilities clearly and involving everyone, we build stronger, more meaningful connections. This cooperative approach, where decisions are made together, helps create the sense of belonging that care should provide."

Everyday decisions

How Equal Care gets things done, day to day.

At Equal Care, the way we make decisions and organise our work is based on interconnected Circles.

Each Circle is a small group of people who come together for a shared purpose. We call that their aim.

They’re responsible for making decisions and taking action within a specific area, known as their domain.

Within their domain, Circles make both policy (the rules and ways of working) and operational (the practical, day-to-day) decisions. These decisions are made using consent, meaning a decision goes ahead as long as no one has a strong, reasoned objection.

Circles are linked together so that information and decision-making can flow between them: from Teams and Local Circles, to the Members’ and Purpose Circles. This helps ensure decisions are made by the people best placed to make them, without leaving others out of the loop.

There are a few ground rules:

  • No Circle can make a policy that goes against the law.

  • Circles must stick to the principles of sociocratic governance (as outlined in our Rules).

  • Circles shouldn’t make policies that conflict with other Circles or the overall aims of the co-op.

This way of working might sound a little different, but it means everyday decisions at Equal Care are shared, transparent, and made by the people doing the work — not just passed down from the top.

Conflict support

Helping teams respond to tension or disagreement in a healthy, constructive way

Even in well-functioning teams, conflict is a normal part of working closely together. It doesn’t always mean something’s gone wrong - it might just be that needs have shifted, communication styles are clashing, or something important hasn’t yet been said.

First things first: Talk

The first and most important step is to create space for conversation. This can be between the people involved directly or with a third person present to support — a Coach, a trusted team member, or someone with facilitation experience.

At Equal Care, you don’t need to go through the office or get permission to have this kind of conversation, although help is always available if needed.

What helps:

  • Creating a calm space (not in the middle of a support visit)

  • Being honest about your own experience without assuming the other person’s intent

  • Listening carefully and aiming to understand, not to win

  • Checking for shared agreements and expectations (were roles or boundaries unclear?)

When support is needed

Sometimes things feel too tricky to tackle alone. The Coach is there for this. They can support with:

  • Setting up a safe, structured conversation

  • Helping the team revisit agreements and clarify boundaries

  • Supporting reflective conversations where there's emotional strain or long-running issues

  • Identifying whether something more formal is needed

Other options include asking for help in your Local Circle, reaching out to someone you trust, or raising a concern via the Sharing Stuff form if you’re not sure who to speak to directly.

If it’s serious or unresolved

If a conversation doesn’t lead to resolution, or if something serious has happened (such as a safeguarding concern or ongoing breakdown in trust), Equal Care may bring in our problem-solving process or take formal steps as required by our policies.

This might include:

  • A facilitated resolution process involving more than two people

  • Involvement of the Coach, Safeguarding Officer or HR support

  • A temporary pause or change in the team setup while things are worked through

These steps aren’t about punishment: they’re about making sure everyone’s voice is heard and that safety, fairness and trust are upheld.

6b. Trialling new team members

Introducing someone new into a support team is a big step. That’s why Equal Care uses trial periods: short, paid support sessions that help everyone get a feel for whether the match works, without pressure or long-term commitment.


What is a trial session?

A trial is a one-off or short series of support visits, arranged so that the Team Owner and the prospective new team member can meet and work together. These sessions:

  • Are paid at the agreed hourly rate

  • Are time-limited (usually 1–3 sessions)

  • Take place with the informed consent of the Team Owner and the new worker

  • May be observed or co-supported by an existing team member, where appropriate

The purpose is to explore whether the relationship feels right and whether the support meets the person’s needs.


What happens during a trial period?

That depends on the type of support and the preferences of those involved. It might include:

  • A first meeting and chat, often facilitated by the Team Starter or another team member

  • A walk or home visit

  • Support with everyday tasks (with guidance from the person receiving support)

  • A review conversation afterwards (sometimes called a check-in or debrief)

Where a Team Owner is less able to express preferences directly, a trusted family member, advocate or existing team member may take a more active role in observing and sharing feedback.


After the trial period

Following a trial period, both the Team Owner and the prospective team member are invited to share how it went. They can do this by:

  • Speaking directly with each other

  • Talking with the Team Starter or an existing team member

  • Writing a message in the Team Chat

  • Simply choosing not to continue (silence can also be informative, but we encourage open conversations where possible)

If both parties feel positive, the new team member is invited to join the team and support planning can continue. If one or both don’t wish to continue, that’s absolutely fine: no explanation is required, although learning is welcomed.


What if it’s a ‘maybe’?

Sometimes, it’s not a clear yes or no. That’s okay. In these cases, the team might:

  • Try a second session

  • Suggest a different type of support (e.g. companionship rather than personal care)

  • Pair the new person with a different team member or activity

  • Decide to wait until the team’s circumstances change

Flexibility and communication are key and support should never feel forced.

Data Analysis

The findings that follow draw on the mixed-methods evaluation framework outlined above. Each tool aims to offer a different perspective: from platform usage data to personal testimonies, from maps of care networks to surveys of team culture. Together, they were designed to help us build a deeper picture of what’s working, what’s changing, and where we can grow.

However, it’s important to acknowledge that we were not able to fully implement all of the tools we developed. Changes within the platform team led to a lack of sustained technical input, limiting our ability to extract passive usage data or build new features to support active data collection. Similarly, while the Social Climate Survey was co-produced with stakeholders and designed as a key tool for assessing the lived experience of care, it was not successfully embedded into routine practice—either across Equal Care Co-op more broadly or within the small number of teams launched by the Clapton Circle.

A significant portion of our energy and resources went into the thoughtful design and development of evaluation tools, but less into their delivery and integration. In the later stages of the pilot, we turned our focus to automating social climate profiles for teams based on survey data—an ambition that, in retrospect, exceeded the capacity and context of the project at that time.

The true value of the Social Climate Survey, therefore, remains to be tested. Equal Care Co-op is committed to sharing this tool with other care providers and exploring future funding opportunities to build on this work. Our hope is that, over time, we can create a sustainable process for using survey results and platform data to regularly assess cooperative performance, support team development, and ensure that the lived experience of care truly reflects the values we hold.

This section covers three areas:


Interviews Outcome Domains

These pages explore how the work of the Clapton Care Circle contributed to three core domains of change, drawing on in-depth interviews with project leads:

  • Growth – Fostering personal development, autonomy, and a sense of security.

  • Well-being, Relationships & Belonging – Deepening emotional support, social connection, and community rootedness.

  • Systems Maintenance & Co-Production – Strengthening the shared structures, practices, and relationships that sustain care over time.

This section connects lived experience with strategic outcomes, offering grounded insight into what the model made possible.


Community Network Map: Analysis & Overview

Here we zoom in on the everyday reality of care in Clapton, using data from our Community Network Map – visualising the relationships and resources that make up the local care ecosystem. Analysis helps identify strengths, gaps, and opportunities to better connect informal community efforts with formal services, laying the groundwork for a more integrated, relationship-based model of care.


Reflections from the Ground: Insights from Key Circle Leads

This section draws on six hours of in-depth interviews with Luke (Team Starter & Pilot Project Lead) and Aga (Commons Organiser), who stewarded the Clapton Circle throughout the pilot. Their reflections offer a systems-level view of how the model’s core components—Circles, Teams, Platform, and Commons—were implemented in practice. Organised by output type, their insights illuminate what was done, what was learned, and what’s recommended for the future.


Social Care Platform Vendors

This is a non-exhaustive list of social care digital platform vendors that are available in the UK. While many of these services are towards the "one-stop shop" end of the market, some only offer very specific functionality such as care worker financial management.

Please note that Equal Care does not endorse or have any relationship with any of these organisations.

  • CareLineLive

Teams

We help people looking for care and support to build their own Teams. This person is always the Team Owner or Leader.

Team members may include trusted friends, family, paid or voluntary care workers, peer supporters-in fact, anyone who the Team Owner wants to be a member.

Membership of a team goes two ways: the team member and the team owner must both consent.

With the help of a Team Starter the Team Owner can build their Team. The Team Starter may also work with family members or friends that the Team Owner has nominated to advocate for them. If the Team Owner is not receiving personal care they can start their team by themselves or with the support of friends or family*.

*The Care Quality Commission regulates Equal Care Co-op for certain activities. If we give personal care or help people with their medicines we have to start the team with the help of a Team Starter to make sure all the i’s are dotted and the t’s are crossed.

The Team’s aim is to support the team owner to reach the outcomes and experiences they want for themselves and their support. Team Owners may choose to be very involved in their team and how it works or they may be less involved.

Every Equal Care Team is unique.

Circle records

Keeping track of what each Circle is doing and why it matters.

Each Circle at Equal Care keeps a logbook: a shared record of everything that helps the Circle run well and stay connected to the co-op’s bigger picture.

The logbook is there to help everyone stay on the same page. It’s not just about paperwork - it’s a living document that supports clarity, transparency, and learning across the co-op.

Here’s what you’ll usually find in a Circle’s logbook:

  • The Circle’s Aim — what it exists to do

  • How the Circle links to Equal Care’s overall mission, values, bylaws and strategic plan

  • A diagram showing how this Circle fits into the wider structure

  • The Circle’s budget, and how that relates to the budget of the Circle above it

  • Notes from meetings and any decisions or policies the Circle has made

  • Plans for how the Circle wants to grow or improve its work

  • Each member’s role, aims, responsibilities, and any development goals they’re working on

  • And anything else that helps record the work and direction of the Circle

All Circle members should have easy access to their Circle’s logbook as it belongs to the group, not just one person.

Members should also keep a personal logbook. This is where you track your own aims, responsibilities, learning goals, and anything else connected to your role in the Circle. It helps you stay focused on your purpose and how you’re growing in the role.

Templates that offer a starting point for the above can be found on Sociocracy for All's website here:

Platform

There are many communities in Equal Care, and they’re dotted all around the place.

However, we have a space on the internet that we have built ourselves. We collectively own it, and it’s shared across computers and mobile phones so we can all come together. We call it...

The platform is a tool (or a set of tools) that helps us all coordinate and collaborate.

It’s where we store details of each support visit and keep everyone’s profiles for giving and receiving support.

It tells us who is in whose team and what responsibilities they hold.

It’s also the place where we can talk to each other more efficiently, allowing everyone involved in Equal Care to work together, whether that’s within their Teams, Circles or across the co-op.

Community-owned tech

The platform is important not just because it helps everyone work together but also because it’s ours.

Nearly all technology we use in our daily lives is built and owned by enormous private companies. These companies are controlled by their investors and have an obligation to put profits above all else.

It’s different at Equal Care: we own our technology.

We’re responsible for its quality (and also for if it breaks!). Our members can decide what’s important to build and what needs to change. It can’t be sold to the highest bidder.

Our technology exists to serve the interests of people getting support, families and people giving support, not the interests of investors looking for high return or people who just want to extract data.

This is pretty unusual and pretty special!

We are a platform co-op

This fairly unique approach means that we have the honour of being the world’s first social care platform co-operative.

This means more or less what we have said above: our work is supported by an online platform which is collectively owned and managed by its users.

If you’re interested in finding out about the wider global movement that we’re a part of just head on over to

Hats

The concept of "hats" comes from an understanding of the different roles we hold in life, sometimes only at certain points. In a single day, we may transition between roles like a mother, colleague, recipient of support, giver of support, daughter, and friend.

We embody these roles depending on the people we’re with and the relationships we have with them—whether as a doctor, son, father, friend, or support worker. The roles we adopt influence our behaviour, and the hat we wear is contingent on the dynamics of the relationships.

When we ‘put on’ a hat, we actively portray a role, and we ‘take it off’ when we don’t. At Equal Care, we consider giving and receiving support as types of hats - representing what you do in the moment rather than defining who you are.

It’s crucial to acknowledge that individuals, including recruiters, may not consistently wear specific hats in all contexts. They might juggle other responsibilities in different teams, or they may not hold any responsibilities at certain times.

Importantly, individuals, including recruiters, are not your supervisors.

Team Hats

At Equal Care, we wear our “” with pride; each one is as unique as the team it belongs to. Imagine these hats as personalised roles, shaped and defined by the needs of the team and, most importantly, the team owner.

In our co-op and teams, hats aren’t static; they evolve. Some are essential and form the backbone of all our teams, while others might be uniquely created and adapted to the team's ever-changing needs.

Hats are key to Equal Care Teams managing themselves and helping members distribute responsibilities among themselves, allowing everyone to identify who is responsible for what on the Equal Care Platform. They’re our way of ensuring everyone in the team plays a crucial role, providing the best possible care and support for and with the team owner.

What is co-operative care?

It is Equal Care's keystone, but not the whole bridge

Co-operation

Co-operative social care refers to a model of social care service delivery that is owned and managed by the people who use the services and/or the workers who provide them. They come in different flavours of co-op, which you can read about .

This approach is grounded in the principles of co-operation, mutual aid, and democratic governance, aiming to empower both care recipients and caregivers. Find the seven principles and the ten values .

A word of caution

Given that Equal Care was founded with the intention of restoring healthy power dynamics to the most important groups in social care, being a co-operative society was an obvious choice to make. However, although co-operation is an essential foundation for Equal Care's model of support, that is all it is.

Equal Care's Platform

Equal Care was founded as a platform co-operative: a form of co-op with a democratically owned and governed digital business model. Platform co-ops typically operate through digital tools such as websites, mobile apps or other online services.

In Equal Care’s case, this takes the shape of our platform: a unified set of services, designed and built largely in-house, that works across desktop and mobile. The platform underpins much of our care model and includes the following key features:

Core Features

How to use the playbook

This playbook is a structured guide that outlines the strategies, protocols, and best practices for delivering social care services using co-operative methods.

It is intended to serve as a reference manual for social care professionals, local authority officers and community organisations, providing the necessary tools and guidelines to ensure consistent, high-quality social care.

It is also meant to provide context by highlighting Equal Care's experiences in creating, launching, and running a sustainable co-operative social care service.

How to use it

The playbook is a resource designed to be easy to use and modular. Its content is easily searchable, allowing you to find the information you are looking for quickly.

1. Starting a Team: The First Contact

What happens when someone reaches out

The beginning of any team starts with someone reaching out, whether that’s a person looking for support, someone on their behalf, or a professional making a referral. This first step is short and simple: gather a few details, check what’s possible, and begin to form a picture of what’s needed.

This page explains what happens after first contact and how we decide whether we can offer support.


What we ask at this stage

The first conversation or form asks just a few key things:

Our Purpose

Equal Care exists to do social care differently. We're a co-operative with three big reasons for being:

Power

We are a platform co-operative society that places power where it belongs: with those who give, and those who receive, social care and support.

Too often, decisions in care are made behind closed doors. Only managers have access to the data needed to make good choices. They can see how much care is being given, what it costs, and how good it is, whilst the people giving and receiving care are kept out of the loop.

This creates a huge barrier to good outcomes. If you don’t have the full picture, how can you make the right decisions, like who supports who, and when?

That’s not how we work.

5c. Worker and team member profiles

Every person offering support through a team has a profile. It’s where others - especially the person getting support - go to learn more about who they are, how they work, and what kind of support they offer.

These profiles are designed to support real, mutual choice. Team Owners can browse through them on the Equal Care Platform and start conversations with people they feel drawn to. And team members can also see information about the person they might be supporting (with their consent), helping to build the team with clarity and care.

The Giving Support Profile

This is the core profile for anyone giving support: whether as a paid worker, volunteer, peer supporter or family member. It mirrors the Getting Support Profile in many ways, offering a shared structure across the team.

It includes:

Start teams

Overview

Once you’ve laid the groundwork - engaging partners, setting your values, and planning your offer - it’s time to begin forming care teams. This stage puts your cooperative model into practice: matching people who need care with the workers and supporters who will be part of their Team.

The diagrams below show how team formation and care delivery begin. This process relies on clear communications, collaborative planning, and – above all – relationships built on trust.


Equal Care

Kate Hammon

Founder Equal Care

Don’t underestimate the time it takes - time to find your people, time to have difficult conversations about power and money - or the sheer will and commitment to the values and principles to lay the foundation for the culture you want to see.

5a. The Getting Support Promise

An agreement between people receiving support and the co-operative

The Getting Support Promise sets out the mutual responsibilities and expectations between someone receiving care and support through Equal Care Co-op and the co-operative as a whole. It’s a legal agreement, but also a shared commitment to how support will be approached, managed, and sustained in a relationship-centred way.

This promise must be in place before any team-based support begins. It ensures that everyone involved - whether giving or receiving care - is clear about what is expected, what rights are held, and how Equal Care operates.

This page provides an overview only. The is a binding document and is provided in its complete form when someone begins receiving support through Equal Care.


7. Getting Organised: Roles and Hats

Clarifying the first organising steps within a team

Every Equal Care team is different, but all teams share a need for some coordination to make sure things run smoothly. We use '' to represent these organising roles. A hat isn’t a job title or a fixed label - it’s simply a role that someone agrees to take on for a while, in service of the team.


🧢 What is a “hat”?

A hat is a clearly defined responsibility that supports the running of the team. Hats are:

5b. The Getting Support Profile

The Getting Support Profile is the heart of a person’s care and support team. It describes who they are, what matters to them, what kind of support they want, and how they want it delivered. It’s written with the person, not about them, and evolves as their needs or preferences change.

It’s built during the Supportive Conversation with a Team Starter, usually before any support begins. If someone isn’t receiving personal care, they can complete this on their own or with help from someone they trust.

At Equal Care, the profile is hosted securely on our online Platform and made available only to people the Team Owner has agreed can see it. That might include paid support workers, volunteers, family members or others who play a role in the team.

What's in a Support Profile?

Scope

Measurement grounded in our Theory of Change

Our Evaluation Framework is underpinned by an interactive , co-created by care workers, people receiving support, family members, volunteers, and community members. This participatory process (described in detail on the page) ensures the ToC reflects a diversity of experiences and aspirations—and that it remains a living tool we revisit and refine. The LOTI pilot in particular helped us sharpen our understanding of the outputs, outcomes, and indicators associated with a commons-based approach.

The ToC guides us to:

  1. Clarify what we intend to achieve;

  2. Map how our activities will get us there; and

4. Supportive Conversation & Trust Assessment

Co-creating a picture of what good support looks like

Once it’s clear that someone wants to move forward, and we have at least one potential team member in mind, we arrange a face-to-face visit.

This isn’t a formal assessment, it’s a supportive conversation.

This is a chance to get to know the person properly, and to start building something that feels safe, clear and tailored.

This is also the point where we complete the Trust Assessment, which helps us understand what kind of risks or responsibilities need to be considered, and where trust needs to be built.


Who this is for

Three Domains of Care Outcomes: Process, Change, and Maintenance.

Quereshi's Work on Outcome Domains provides a useful framework to understand some of our ToC outcomes. This framework categorizes outcomes into three distinct domains: process outcomes, change outcomes, and maintenance outcomes. Each domain addresses different aspects of care delivery and user experience, ensuring a holistic assessment of service quality and impact.

Each of these outcome domains plays a critical role in evaluating and improving the effectiveness of care services, ensuring that they meet the diverse needs of users and enhance their overall well-being. Among these three, Change Outcomes are by far the most commonly measured. Health and social care evaluations tend to prioritize quantifiable improvements—such as gains in mobility, reductions in pain or anxiety, and extended independent living—because they can be tracked with validated scales (e.g. ADL measures, mobility tests, wellbeing questionnaires) and tied directly to service impact.

While Process and Maintenance outcomes are critically important for understanding experience and sustaining independence, they are inherently more qualitative or long-term and thus less frequently captured in routine reporting. Change outcomes, in contrast, lend themselves to standardized assessment tools and clear before-and-after comparisons, making them the domain most often measured.

Peer supervisor

"(You're brilliant). How are you doing...?"

Peer supervision is one of the ways Equal Care Co-op builds a culture of care, connection and accountability. Every person contributing to the co-op’s work - whether a Member or not - is linked with a Peer Supervisor.

A Peer Supervisor is a bit of a mentor, a bit of a coach, and often a cheerleader too. They’re someone to check in with, reflect alongside, and problem-solve with. They also help the co-op spot when someone needs extra support, and make sure no one is working in isolation.


What does a Peer Supervisor do?

Co-production

Co-production is essentially deciding together: something that fits naturally with Equal Care’s cooperative and sociocratic foundations.

It’s about designing, delivering and reviewing support and services with people, not for them. It recognises the value of lived experience and brings together the knowledge of people who give and receive care and support, enabling better decisions and better outcomes.

Rather than assuming professionals know best, co-production says: everyone has insight to offer and the best solutions come when we build them together.

Why Equal Care chose to co-produce

6. Building a team

Support needs change, lives shift, and people move on. One of the strengths of the Teams model is its flexibility: it allows for new team members to be welcomed in when needed: always by consent, and always with the team’s values and dynamics at heart.

This stage builds on the trust and clarity already established. Adding someone new to the team isn’t just a logistical step, it’s a relationship-building one. The way that person is found, introduced and welcomed can make all the difference to how well the team continues to work together.

In this section, we explore how new members are identified and brought in, including:

  • How teams search for new members through the platform or their networks

Commons Contribution

Equal Care has adopted a “Commons Contribution” model: a shared approach where part of the fee paid for care goes towards maintaining the cooperative itself and supporting the resources we all rely on.

In practical terms, the Commons Contribution is everything in the hourly rate that doesn’t go directly to the worker. At Equal Care, this typically amounts to around 25% of the total hourly fee. This percentage reflects what the co-operative needs to function but may vary depending on the needs of the organisation and what members agree is fair and sustainable.

What does the Commons Contribution pay for?

The contribution helps cover the costs of:

How we work

Unlike most care agencies, we believe the people most affected by decisions - those giving and receiving support - should also be those who make them.

That’s why we use a system called . It helps us share power fairly and make sure the right people are involved in decisions that matter.

In typical care organisations, visits are arranged in a far-flung office by someone who has had little or potentially no contact with the person receiving care. Workers who attend the visits are not given the opportunity to get to know the person they are giving care to or build relationships with any of the other workers, family or others involved.

This disconnect can lead to important things being missed, or information getting lost somewhere along a management chain. This can lead to a great deal of harm.

However, where care workers can develop a relationship with the person they support, as well as other individuals and organisations involved in that person’s care, a few things happen:

Ownership for co-production

Why ownership matters

At Equal Care, we’ve chosen a multi-stakeholder co-operative model: one where the people who give and receive support, as well as family members, volunteers and workers, can all become members and co-owners.

This isn’t just a nice idea. It’s a structural commitment to co-production.

When ownership is shared, so is decision-making. And when people who receive support help to shape the organisation - not just through feedback, but through governance and participation - co-production becomes part of the foundation, not an add-on.

🗳 Inclusive governance

Each member of a multi-stakeholder co-op has a voice and, crucially, a vote. That means people receiving care and support are not only listened to, but are part of the decisions that shape the organisation and the services it provides.

Mapping Equal Care Outputs to Outcomes Domains

Our ToC outlines the sequence of and activities required to achieve all three key outcome domains. These outputs are also grouped, under four key dimensions of our service:

  • Circles

  • Platform

  • Teams

Three Domains of Outcomes in Equal Care

Because we believe the way care is delivered is as important as its concrete results, our Theory of Change is process-outcome focused: Success is measured by people’s experiences—feeling empowered, trusting one another, and building belonging—rather than only by completed tasks.

Other key features of our ToC outcomes include :

  • Relational well-being: Individual health is inseparable from the quality of relationships between care receivers, workers, families, friends and volunteers. The co-op seeks environments where everyone feels secure, supported, and free to grow.

  • Co-production of care: Care is designed and delivered jointly by all members of the co-op. Evaluation asks: how well do people collaborate, speak up, and share responsibility?

How to leave a team well

Supporting teams through departures in ways that honour relationships, ensure continuity, and offer opportunities for reflection

Teams form through trust and shared purpose and like all relationships, they change over time. People leave for many reasons, and while the departure can feel significant, it doesn’t have to be difficult. When handled with openness and care, endings can reinforce the strength of the team rather than disrupt it.

Common reasons for leaving a team

Circle Hats - Process

These roles focus on how Circles operate, ensuring effective governance and inclusive participation.

🎡 Circle Facilitator

Guides the Circle's meetings and decision-making processes. Ensures that meetings are conducted efficiently, inclusively, and in alignment with sociocratic principles. Facilitates rounds, manages the agenda, and supports the Circle in reaching consent-based decisions.


Methods

To understand the impact of our work, we need to look at both the big picture and the fine details: the data points and the stories behind them.

This evaluation framework uses a mixed-methods approach, combining qualitative and quantitative tools to explore outcomes across the different domains of our Theory of Change. This means using:

  • ✍️ to explore lived experience

  • 🧮 to track activity, trends, and system usage

Context of co-production in social care

In social care, co-production means working with people rather than for them. It’s a shift away from traditional models where care is delivered by professionals to passive recipients, and towards a partnership approach, that is, one that recognises the insight and experience of people receiving support as essential to getting things right.

Co-production invites people giving and receiving support to shape care services together: from the way a single team works, to how a whole organisation or system is run. At its heart, it’s about relationships, shared ownership and mutual respect.


Key Principles in Practice

These principles guide how co-production shows up in social care - not just as theory, but in how people treat one another:

Governance for co-production

How Sociocracy Supports Co-production

Sociocracy - sometimes called dynamic self-governance - is the foundation of Equal Care’s structure and one of the key ways we embed co-production in how we work. It offers a practical way to share decision-making, ensure everyone’s voice is heard, and build organisations where power is distributed, not hoarded.

Rather than top-down command or majority rule, sociocracy is built around consent and collaboration. It’s a model of governance that fits naturally with co-production, especially in the context of social care, where listening to and acting on the experiences of those giving and receiving support is essential.

🌀 Circle Structure

Work is organised into semi-autonomous circles, each responsible for a specific domain. These circles are made up of people closest to the work, including those receiving support. This allows decisions to be made by the people directly affected by them.

2. Beginning the Relationship

The first proper conversation, and where it leads

Once we’ve confirmed that Equal Care is likely to be a good fit, we arrange a longer conversation. This is usually with a Team Starter and may involve the person themselves, a family member, or someone acting on their behalf.

This early stage is about understanding the person’s situation, starting to build trust, and working out whether we have enough to begin forming a team.


What we cover in the first call

The aim here is to get a clearer picture; not just of the support someone needs, but of who they are and what matters to them. The Team Starter might ask about:

User profiles Highly detailed profiles for people who give and receive care, covering a wide range of needs, preferences, and interests.
  • Teams Designed and built to enable Equal Care teams to function, assign roles and responsibilities, meet, communicate and give care and support.

  • Matching A matching system that connects people based on their specific needs and preferences to help them form a care Team.

  • Appointment management A calendar-based tool for managing care appointments, integrated with our financial system to ensure that care receivers are charged correctly and care workers are paid accurately.

  • Advanced data privacy model Designed to securely handle sensitive personal data, our platform supports a flexible privacy system that respects individuals’ preferences and complies with regulations.

  • Instant, secure communication We’ve integrated the open-source messaging tool Rocket.Chat to provide easy and secure communication across Teams.

  • Financial management A robust and fully featured system for managing both individual and Team finances. This includes invoicing, payments, income tracking, and tailored tax advice for care workers.


  • Equal Care continues to develop and improve the platform based on co-production principles. We work closely with a broad range of members - people giving care, people receiving care, families, volunteers and administrators - to gather requirements, co-design new features, and provide feedback and testing ahead of each release.

    We are committed to sharing this platform with other co-operatives and care organisations as it evolves. We hope it can become a shared digital infrastructure for a growing ecosystem of people-powered care.

    👉 You can see the login for the platform here. 📧 For more information and to explore making use of the platform for your own project, contact [email protected]


    Key Characteristics of Platform Co-operatives

    Ownership and Governance

    • Platform co-ops are collectively owned and democratically controlled by their members: including workers, service users, volunteers and other stakeholders.

    • They follow cooperative principles, emphasising shared ownership and participatory decision-making in how the platform is developed and run.

    Benefits Over Traditional Platforms

    • Fair working conditions Platform co-ops prioritise the well-being of workers and users over profits for shareholders.

    • Equitable profit distribution Earnings are shared more fairly among members, rather than concentrated among a small group of investors.

    • Democratic control Members have a real say in how the platform operates: from policies and features to how data is used.


    A Better Alternative to Platform Capitalism

    Platform co-operatives like Equal Care offer a powerful alternative to venture capital-funded digital platforms. Where traditional platforms often rely on worker precarity, data extraction and profit maximisation, platform co-ops are grounded in equity, care and trust.

    They aim to transform the way we think about technology and care: not as commodities, but as co-owned assets that we can build and steward together.

    Who is the support for?

  • What kind of help is being asked for?

  • Are there any particular needs, preferences or timings to consider?

  • Where is the person based?

  • Is there any funding in place, or is that part of what needs exploring?

  • This helps us to check quickly whether support is likely to be possible, without asking the person to repeat their story in full.


    What happens next

    Once we’ve looked over what’s been shared, we do one of the following:

    • If it looks like we’re in a position to help, we move forward to the next step in the Team Starting process which is usually a longer conversation with a Team Starter.

    • If we don’t currently have the right team members available, we offer to add the person to our waiting list and follow up when things change.

    • If Equal Care isn’t the right fit, we may suggest other sources of support or information, if appropriate.

    In all cases, we aim to be honest, respectful, and prompt in our replies.

    Keeping things human

    This first step is often where people form their first impression of how Equal Care works. It’s where trust starts to build - or doesn’t. That’s why it matters not just what we say, but how we respond: listening, giving clear next steps, and setting realistic expectations.

  • A bit about me A short personal introduction: where the person is based, whether they’re a driver, the kind of support they offer, and their hourly rate if they are independent.

  • Experience How long the person has worked in care and support, and some context about what’s brought them here — whether that’s professional, voluntary or lived experience.

  • Expertise and skills What the person is confident supporting with — such as experience with dementia, mental health, learning disabilities, autism, end-of-life care, and more.

  • Qualifications and training A list of any formal qualifications or completed training, including whether these are accredited or not and when they were achieved.

  • Physical and mental wellbeing Any specific types of support they offer related to wellbeing — whether that’s help with movement, support for mental health or assistance with medication.

  • Relationships and community Experience or interest in helping people build or maintain social connection, support with family relationships, or involvement in community activities.

  • Surroundings Whether they’re confident with home-related support like cooking, tidying, errands or garden work.

  • What’s important What really matters to them — about life, about work, about how support happens.

  • Support approach Their usual style — for example, do they prefer a quiet, observant approach or a more talkative, motivational one?

  • Preferences for support Anything that wouldn’t be a good fit — like discomfort with pets, or not being able to do certain kinds of lifting or driving.

  • Supporting me Advice for other team members: what helps this person feel supported and able to do their best work.

  • Travel, money and time Their travel limits, usual availability, how they manage expenses, and anything else practical about scheduling support.

  • All profiles are created and managed through our secure online platform. They’re visible to other team members - or prospective ones - with appropriate consent in place. People can update their own profiles at any time, keeping things current and relevant.

    Why it matters

    Just like the Getting Support Profile, this is about transparency, consent and real relationship-building. It helps people make informed choices, and creates a clearer foundation for building strong, trusted support teams.

    But my goodness is it worth it! As I write this we have over 80 workers and a staff turnover rate of less than 4%. That's the headline, but it's the stories that sit underneath that make it incredible.

    Creating a workplace that works in a way that empowers people, supports people to work with autonomy, working from a place of trust and not risk mitigation. It is so deeply worth it to create a working environment that I had always wanted to experience but never had when working for someone else.

    It is the same and more for the people receiving care using the service, seeing the difference that real choice can make when people are given power over how their care is managed; the difference it makes when family members go from being vilified to being part of the team.

    All of this is why we get out of bed in the morning and do what we do. If it were easy, everyone would do it. It isn’t easy, but it is powerful.

    Emma Back

    Founder

    The idea for Equal Care Co-op sprang from my witnessing the multiple ways in which well-intentioned systems hurt people:

    A commissioner's desire for accountability can result in paper-over-people culture. A social worker's requirement for a person to receive three meals a day and get into bed safely can result in more than 20 people showing up at that person's house in the space of a week. A need for clarity in who decides what can result in a support worker feeling treated like 'scum'.

    All too frequently, the cure for bad social care is cited as 'not enough money'. But more money does not transform systems. It only enables existing ones to do more of whatever it is that they're doing, for better or for worse.

    To change systems, it is necessary to find first principles, to seek out purpose and set persistent intention. Then let the logistics work through after that and make technology the servant to your ends and not the master. In starting Equal Care, we took the time to do this.

    It took about a year of fortnightly meetings with the founding group to uncover Equal Care's true purpose. When you use power as the lens for your understanding of social care, a lot jumps out of the background.

    For example, it is not possible in a homecare setting to select who you support and who you supports you, beyond a very limited set of preferences (eg gender). It is not possible to choose and stick with someone for a long period of time, because rotas are determined at the office. And yet, relationships are incredibly potent things and a huge source of power. They produce solidarity and drive change.

    The relationships that care workers have with those they support are frequently cited as the sole reason they are continuing in their role. Obviously, therefore, support for relationships needs to be supercharged.

    With committed, sustainable, equitable relationships, 80% of social care's problems go away. Solidarity in labour movements comes from exactly those types of committed relationships, which build their own authority.

    Compare for a moment someone receiving support from ten people a week to someone receiving support from two people a week (and the same two people in the weeks and months after that).

    The usual ephemeral relationships are replaced and the decisions made by that group of three people become unassailable. Individuals who are not part of these relationships, of this team, cannot change times, change workers, change the content of those support sessions without their agreement.

    These are all events that routinely happen in homecare agencies and where the idea of asking for people's consent to impose these changes is laughable. The caregiving timetable does not permit solidarity to build between those who give and those who receive support. It makes way only for sympathy and an enduring sense of helplessness.

    Seeing relationships as a source of power leads us into completely different governance structures, role descriptions, policies, processes, cost allocations and outcomes for workers and supported people alike. From this one (actually quite obvious) insight a totally different experience is born. And that's not the only insight we can find when we start using power as a lens to see by!

    My abiding hope for Equal Care is that the model already operating in Calderdale has a chance to grow and be adopted and owned elsewhere. My ambitious hope is that the parts of the vision that haven't yet come to fruition - relating mainly to the staggering amounts of unpaid labour that goes into keeping our care system going - get some time in the sun.

    The profile is made up of separate sections designed to give a full picture of what good support looks like for this person. These include:
    • A bit about me A short summary of who the Team Owner is and their current situation, written in their own words wherever possible.

    • Essentials Key legal and practical information, such as:

      • Advanced decisions or Do Not Resuscitate (DNR) orders

      • Communication needs

      • Location of the MAR chart (if used)

      • Powers of Attorney or Deprivation of Liberty Safeguards (DoLS)

      • Links to other important documents like routines or assessments

    • Key contacts Who’s in the person’s wider support network - family, friends, professionals - and how to get in touch with them, with consent.

    • What’s important Priorities, values and non-negotiables - both about the support and about life more broadly.

    • Physical and mental wellbeing Conditions (diagnosed or not), medicines, movement and mobility needs, equipment, and anything relevant to keeping well.

    • Relationships and community What matters when it comes to family, friendships, faith, community involvement and social connection.

    • Surroundings Help with the home environment: from housework to gardening to errands.

    • Support approach Whether the person prefers quiet or conversation, to be gently encouraged or actively motivated, and how much they want to lead the session versus being guided.

    • Preferences for support This section makes clear what’s OK and what really isn’t; helping to avoid misunderstandings and ensuring the person’s boundaries are respected.

    • Where support takes place Notes on the location of support, any access needs or risks, and useful context for people coming into the space.

    Why it matters

    • It centres the person’s voice and helps guide the team around them.

    • It’s shared with the people giving support, so they know how to do a great job.

    • It gives structure and confidence to new team members, especially during trial periods.

    • It’s live: editable anytime by the person receiving support or their nominated representative.

    A face-to-face visit is required when the support involves:
    • Personal care (such as washing or dressing)

    • Help with taking or managing medicines

    For other types of support, the visit is optional — but it’s often still helpful in setting the tone and giving the person a chance to shape how their team will work.


    What we do in the Supportive Conversation

    The Supportive Conversation is a guided but flexible process. It’s about co-creating a shared understanding of:

    • What good support looks and feels like to the person

    • What routines, relationships and rhythms matter day-to-day

    • What kind of communication works best (and what doesn’t)

    • What would help someone feel safe, respected and in control

    • What’s important culturally, emotionally, or practically

    We don’t treat this as a box-ticking exercise. It's about seeing the person in their context — and letting them shape the story from the start.


    Completing the Getting Support profile

    From this conversation, the Team Starter creates a written Getting Support profile. This is a living document that describes how support should work, from the person’s point of view. It might include things like:

    • Preferred ways to begin and end visits

    • Health or mobility needs

    • Approaches to mental wellbeing or sensory sensitivity

    • Routines, rituals or triggers to avoid

    • What helps them feel seen, heard, and respected

    The profile is then reviewed with the person (or their chosen advocate), and only shared with consent.


    What the Trust Assessment is (and isn’t)

    The Trust Assessment helps clarify where things could go wrong — and what needs to be in place to reduce that risk. But we approach it from a place of partnership, not suspicion.

    It might include:

    • Risks around lone working

    • Clarity on mental capacity or safeguarding concerns

    • Boundaries and expectations for team members

    • Physical or emotional risks in the home or environment

    It isn’t about denying support. It’s about understanding what’s needed to create safety — for everyone involved.


    Signing off

    Before anything is shared with potential team members, we ask the person to:

    • Review their Getting Support profile and Trust Assessment

    • Sign the Getting Support Promise (a short agreement about how we work together)

    • Give consent for these to be shared with their prospective team

    This moment is about transparency and mutual respect. The person is in control of how their story is told and who it’s shared with.

    Welcomes and orients Helps new joiners feel part of the co-op and understand how things work

  • Checks in regularly

    • At least every three months for independent workers

    • Every couple of months (or more often) for employed workers

    • Frequency is agreed together based on what works for both people

  • Supports reflection and problem-solving Encourages open conversation, shares responsibility for issues, and draws on wider support if needed, with the help of a resource list and information checklist

  • Keeps in touch Shares important news or updates from across the co-op, as appropriate

  • Remembers the human Celebrates birthdays, marks milestones, and helps coordinate small kindnesses that build connection

  • Advocates quietly Reminds others of their supervisee’s access or health needs and helps make sure meetings, venues, or events are inclusive and accessible


  • What makes a good Peer Supervisor? Someone who...

    • ...sees the value and potential in the person they’re supporting

    • ...is approachable and kind, but also willing to ask thoughtful questions

    • ...respects boundaries and avoids taking on a formal “manager” role

    • ...isn’t too close to the person they are peer supervising: ideally not someone a person already has a strong personal friendship with that could blur roles


    Choosing each other

    Peer Supervisors and Supervisees choose each other based on compatibility — what kind of support style works best, shared experiences, or personal preference. Each Peer Supervisor creates a short profile to help others understand their approach and what they can offer.


    One size doesn’t fit all

    Being a Peer Supervisor might involve more or less time and energy depending on:

    • How many people you're supporting

    • Their experience level and support needs

    • Your own style and availability

    What matters most is consistency, kindness, and mutual respect.

    Team “hat” work – the time workers spend supporting and managing their teams

  • Local Circle participation – time spent building local community infrastructure

  • Coach salaries – supporting teams and facilitating care relationships

  • Our technology platform – building, maintaining and improving the tools we use to coordinate care

  • Admin and core operations – finance, payroll, HR, invoicing, renting workspaces

  • Care-related goods – such as PPE and shared equipment

  • Membership activities – including the AGM, member communications and events

  • In short: this is what allows the care system to function as a commons; not just a set of private exchanges, but a shared ecosystem with responsibilities and resources held in common.


    How it’s applied

    • For employed care workers, the Commons Contribution is already built into the rate the co-op charges the person receiving care.

    • For independent (self-employed) care workers, the contribution is deducted from their advertised hourly rate and directed back into the co-operative.

    This distinction helps ensure everyone involved contributes fairly to sustaining the model while remaining transparent about where the money goes.

    To find out more about how Equal Care's prices and rates for different contracts see 'Care and Support Rates' in our Resources Section.

    🤝 Shared accountability

    With multiple groups holding ownership - including those receiving support - accountability is collective. This leads to a culture of mutual responsibility and a shared commitment to quality.

    📣 Participation with power

    Being a co-owner gives people real influence. It’s one thing to be consulted, it’s another to be a voting member with a say in how things are run! Ownership helps shift relationships from transactional to collaborative.

    🔁 Shared resources, shared sustainability

    When ownership is distributed, so are contributions. Whether it’s time, knowledge, experience or funding, pooling resources from many stakeholders supports long-term sustainability and encourages innovation.

    🧵 Better communication, deeper collaboration

    Co-operative ownership strengthens communication between different groups: whether workers, people receiving support or others involved in care. Open structures and shared goals make it easier to collaborate and adjust services together.

    🔄 Mutual benefit and reciprocity

    In a multi-stakeholder co-op, everyone contributes, and everyone gains. Whether it's through better support, meaningful involvement, or stronger relationships, the benefits of co-production are shared. This spirit of mutuality builds trust and reinforces the sense of working together, not just for someone, but with each other.

    🎯 Services that reflect what matters

    When people receiving support are also co-owners, services are more likely to reflect real preferences and needs. The feedback loop is built in. Services evolve because the people most affected by them are part of the decision-making process.


    A multi-stakeholder co-op structure doesn’t guarantee co-production - but it creates the conditions for it to thrive. By giving everyone a seat at the table, it turns shared values into shared power.

    📄 Circle Secretary

    Maintains clear and accurate records of the Circle's activities. Responsible for documenting meeting minutes, tracking action items, and ensuring that records are accessible to all Circle members. Supports the Circle's transparency and accountability.


    🔬 Circle Leader

    Provides direction and coordination for the Circle's work. Acts as a liaison between the Circle and other parts of the organization, ensuring alignment with broader objectives. Supports the Circle in setting priorities and achieving its aims.


    🌱 Circle Delegate

    Represents the Circle in the next higher Circle, ensuring a two-way flow of information and feedback. Participates in decision-making at the broader organizational level, bringing the Circle's perspectives and concerns to the wider context.

  • Equality Everyone’s knowledge and perspective matter. Lived experience carries as much weight as professional training.

  • Reciprocity The care relationship is one of give and take. Everyone involved brings something of value, and everyone benefits.

  • Respect Personal histories, identities and experiences are acknowledged and honoured. People are not reduced to a set of needs or diagnoses.

  • Empowerment People are supported to take an active role in shaping the care and support they receive and in shaping the systems behind it.


  • Co-production in social care is not a one-size-fits-all model. It looks different in different places, but when it’s done well, it leads to care that is more responsive, more humane, and more likely to last.

    🤝 Consent-based Decisions

    Rather than voting, decisions are made when there are no reasoned objections. This creates space for reflection, encourages compromise, and helps build shared commitment - all essential ingredients in effective co-production.

    🔗 Double-Linking

    Each circle is linked to others above and below it by at least two people, ensuring strong two-way communication. This allows feedback, ideas and concerns to flow clearly through the organisation - from care teams to the board.

    🪑 Role Selection by Consent

    Roles are filled through a transparent, collaborative process, not top-down appointments. This means people - including those receiving support - can step into leadership positions with the full consent of their group.

    🔁 Feedback Loops

    Regular reviews and evaluations are built into the way decisions are made. This keeps services flexible and responsive, with changes made in real time as people’s needs or circumstances shift.

    ⚖️ Equivalence and Transparency

    Everyone has an equal voice. Information is shared openly. Power is distributed. These principles help create a culture of trust, where people feel confident to speak, to challenge, and to contribute.

    🌱 Empowerment through Structure

    Sociocracy gives a framework for participation. It doesn’t rely on charismatic leaders or well-meaning professionals ‘inviting’ people in. It’s designed so that sharing power is not optional — it’s part of how the whole system works.


    A sociocratic approach doesn’t just make co-production possible - it makes it a normal part of everyday decision-making. For social care organisations that want to truly work with the people they support, it offers a structure that helps co-production take root and grow.

    Pocket Carer
    Virtual Wallet
    Carebeans
    Nursebuddy
    Care Control Systems
    Birdie
    Cura Systems
    Radar Healthcare
    Person Centred Software
    The Access Group
    Care Vision
    Civica
    Log My Care
    Tagtronics Care
    Unique IQ
    MyHelpa
    OneAdvanced Care Cloud
    ECLIPSE by OLM
    Pass by everyLIFE
    Sekoia
    https://www.sociocracyforall.org/templates/
    Who it's for

    This agreement is completed by the person receiving support, their nominated representative, or a legal guardian with responsibility for health and welfare decisions. It applies whether support is paid for privately, funded through a local authority or NHS contract, or delivered through a mix of sources.


    What it covers

    The Promise outlines:

    • Mutual respect and behaviour standards – A commitment to inclusion, honesty, and fair treatment of everyone involved in the care relationship.

    • Consent and team leadership – The person receiving support has choice and control, including over who is in their team and how their care is organised.

    • Support records and data sharing – A clear explanation of what will be recorded, who can access it, and how it is kept safe.

    • Use of the Equal Care platform – All care-related coordination (e.g. notes, rotas, communication, payment) happens through the platform to ensure transparency and accountability.

    • Regulated care provision – Additional requirements that apply when someone is receiving personal care or support with medication, in line with Care Quality Commission standards.

    • Financial contribution – Information about how the co-operative is funded, including the Commons Contribution, and the importance of using the agreed platform for payments.

    • Problem-solving and safeguarding – The routes available for raising concerns, giving feedback, and ensuring safety.


    Accessing and completing the Promise

    The Promise is available in print, digitally, or as an audio recording. It can be completed online or with the help of a Team Starter or Coach. A copy is always provided once completed, and members can request it in accessible formats.

    full Promise
    🗺️ Community mapping to visualise care networks and resources
  • 📋 Surveys, including our bespoke Social Climate Survey, to assess perceptions, relationships, and outcomes

  • 📊 Community needs assessments and demographic data to understand local context

  • These approaches are explained in the following pages. Together, they help us build a fuller picture of what’s working, what’s changing, and where we can grow.

    Interviews and group workshops
    Platform data

    Visible on the Equal Care platform

  • Time-limited (with regular check-ins)

  • Held by consent: no one is pressured to wear a hat they haven’t agreed to

  • Redistributed as needed, based on people’s capacity and strengths


  • 🧰 The essential hats at the beginning

    Some hats are needed from the very start. These typically include:

    Hat
    What it’s for

    Rota Holder

    Makes sure the rota is up to date and shifts are filled

    Profile Holder

    Keeps the Getting Support Profile current

    MAR Holder

    Oversees medication records and updates the MAR chart

    Team Chat Admin

    Manages the online space, pinning key info and inviting members

    Check-in Facilitator

    Arranges regular team check-ins to reflect and share feedback

    Safeguarding Lead (if needed)

    The go-to person for concerns or safeguarding queries

    At first, many of these will be held by the Team Starter, especially in teams that are still forming. Their aim is always to help others step in, one hat at a time, as confidence and trust grow.


    🧑‍🤝‍🧑 The first team meeting and hat nominations

    Once a few people are in place, the team will usually have a first meeting. This is a good moment to:

    • Reflect on how things are going so far

    • Name the hats currently being worn

    • Talk about what hats are needed

    • Invite nominations: people can put themselves forward or be invited by others

    • Agree who will try which hat for now, and when to check in again

    This doesn’t have to be formal - sometimes it happens organically via chat or small conversations. What matters is clarity and shared understanding.


    🌱 How hats evolve over time

    As the team develops:

    • People may take on new hats or pass them on

    • More hats may be created (e.g. “activities organiser” or “family liaison”)

    • Teams can split complex hats into smaller ones, or combine lighter ones

    • The team may start to rotate some hats to share learning and experience

    It’s all about what works for the people involved. There’s no one-size-fits-all approach, only the principle of working together with openness, clarity and care.

    hats
    A note from Emma, Equal Care’s founder:

    “We chose co-production because it’s the only approach that truly makes sense if you believe in shared power. From the start, Equal Care has been about bringing people together across traditional boundaries: givers and receivers of care, professionals and families, organisations and communities.

    Co-production isn’t just a buzzword for us. It’s a way of making decisions that honours people’s autonomy, dignity and experience. It’s about asking questions together, working through disagreements, and taking joint responsibility for what we create. We know it’s harder than doing things top-down, but it’s also richer, fairer, and ultimately leads to better care.”


    Key Principles of Co-production

    All participants have equal power and status in the process, ensuring that everyone’s voice is heard and valued.

    Mutual exchange of resources, skills, and knowledge between service users and providers, benefiting all parties involved.

    Involving a diverse range of stakeholders to ensure that the services or policies reflect the needs and preferences of the entire community.

    Open communication and information sharing throughout the process to build trust and ensure that everyone understands how decisions are made.

    Creating long-term, sustainable solutions that can adapt to changing needs and contexts.


    Practices of Co-production

    Service users and providers collaborate from the outset to identify needs, set goals, and design services or policies.

    Decisions are made collectively, with all participants having an equal say in the outcomes.

    Both service users and providers are involved in delivering the services, utilizing their respective skills and resources.

    Ongoing evaluation and feedback loops allow for continuous improvement and adaptation based on real-world experiences.


    Benefits of Co-production

    Services are more likely to meet the actual needs and preferences of users, leading to higher satisfaction and better outcomes.

    Service users feel more empowered and valued, leading to greater engagement and active participation.

    Combining diverse perspectives can lead to more innovative and effective solutions.

    Co-production fosters a sense of community and mutual support, strengthening social bonds and resilience.

    By leveraging the skills and resources of service users, co-production can lead to more efficient use of resources.


    Challenges and Considerations

    Like any meaningful group work, co-production takes effort. Some of the common challenges include:

    • Power dynamics: It’s easy for traditional hierarchies to creep back in. Ongoing care is needed to keep things balanced.

    • Time and energy: It takes longer to do things together - and to do them well.

    • Cultural shifts: Moving from ‘doing for’ to ‘doing with’ takes unlearning and practice.

    • Support and learning: People may need time, encouragement and training to feel confident in co-production spaces.


    Conclusion

    Co-production is not a quick fix - it’s a long-term commitment to shared power, mutual respect and collective creativity. But when it’s done with care, it builds stronger communities and better services.

    Who gets involved in that decision and how consent is handled
  • The importance of introductions, shadowing and warm welcomes

  • How trial periods work and why they matter

  • What happens when someone new isn’t a good fit, and how to manage this with care

  • Each team handles this slightly differently, and that’s okay! The aim is to offer a consistent framework that still gives space for the unique context and preferences of each team.

    A shift in personal circumstances or availability
  • Changes in health, energy or wellbeing

  • Stepping into a new role or responsibility

  • A sense that the fit or focus isn’t quite right

  • Unresolved tensions or dynamics that haven’t improved over time

  • In most cases, leaving marks the next stage of a journey: not a failure, but a transition.

    Helpful practices when someone is preparing to step back

    • Sharing the decision early: Where possible, the intention to leave is shared in advance so the team can make plans. This reduces disruption and offers time to reflect or adapt.

    • Notifying the Team Owner: Ideally, the news is communicated directly to the Team Owner. If this feels difficult, another team member or a Coach can help.

    • Using the chat for farewells: A message in Team Chat often provides a helpful point of closure, where appreciations can be shared and the contribution acknowledged.

    • Offering insight: Reflections about what’s worked well, and what could be improved, are welcomed - especially if shared constructively.

    • Handover of responsibilities: If team roles or hats are held by the person leaving, these can be reviewed and reallocated before departure. The Circle or Coach can support this process.

    Supporting the wider team

    A departure can raise feelings of sadness, disappointment - even relief. When recognised and spoken about with compassion, these emotions can strengthen a team’s sense of trust. In some cases, a facilitated check-in or reflection can help the group move forward with clarity and care.

    When things are unresolved

    If a departure follows conflict or an unresolved issue, extra support may be offered by the Circle or Coach to help ensure the handover is respectful and the remaining team feels steady.

    Keeping the door open

    Leaving a team well helps maintain goodwill and connection. Many people go on to support others through the co-operative, or return to the team at another stage. The emphasis is always on learning, mutual respect and continuing the wider work of care.

  • The person’s day-to-day life, routines, and current support (if any)

  • What kinds of support they want, and what they don’t

  • Availability and preferences (timings, gender of workers, shared language, etc.)

  • Funding arrangements, if these are already in place or need exploring

  • Any immediate risks, changes, or time-sensitive needs

  • We don’t aim to fill in forms or tick boxes - the conversation should feel like a human interaction, not an assessment.


    Beginning to build trust

    For some people, this might be the first time they’ve had any real say over who supports them. Others may be used to explaining their situation multiple times to different professionals. The Team Starter’s job here is to listen well, avoid assumptions, and create a sense of possibility - without overpromising.

    We don’t need to have all the answers in this first call. What matters is building a shared understanding of what good support could look like and whether we can help make it happen.


    What happens next

    After the call, the Team Starter reviews everything that’s been shared and begins thinking about potential matches. This might involve:

    • Reaching out to care and support workers who may be a good fit

    • Preparing for a face-to-face visit (if required)

    • Beginning a draft of the Getting Support profile

    • Talking with others in the Local Circle about capacity

    The next step of finding the right match is where a team really begins to take shape.

    platform.coop.
    Team Hats

    3. Finding the Right Match

    Beginning to build the team

    Once we’ve understood what someone is looking for - through initial conversations and, where needed, a face-to-face visit - the next step is to begin identifying potential members of their team. At this stage, the focus is on connection, compatibility, and consent.

    The aim isn’t to match based on availability alone, but to bring together people who are a good fit: both for the person needing support and for those offering it.


    Sharing what’s needed

    The Team Starter prepares a short summary of the support opportunity. This includes:

    • The person’s key needs and preferences

    • Where the support is based and when it’s needed

    • Any particular qualities or experience that would be important

    • The type of relationship the person is hoping to build with their team

    This summary might be shared:

    • Internally, with known co-op members who may be a good fit

    • On Equal Care’s platform, in the form of a call-out

    • In collaboration with a local Recruiter, if needed

    These steps are taken with the person’s consent, and only the information they’ve agreed to share is passed on.


    Following up with potential matches

    The Team Starter follows up with people who express interest - or who seem like a good fit - to explore whether the opportunity might work for them. This might involve:

    • A short conversation by phone or video

    • Sharing more detail about the support arrangement

    • Clarifying availability, skills and interest

    • Answering questions and identifying any concerns

    If things feel positive on both sides, a meeting or trial session is arranged.


    Trying things out

    Support always begins with mutual agreement. When a potential team member is identified, the next step is to try things out in practice:

    • A paid trial session is arranged, often for one shift

    • Both people decide whether to continue

    • Either person can say no at any point

    This is a low-risk, low-pressure way to find out whether there’s a good fit. Where appropriate (e.g. for longer or more complex support), an introduction may take place before the trial.


    When it doesn’t work out

    Not every match will be right, and that’s expected.

    If the person giving or receiving support doesn’t feel it’s the right fit, they’re supported to say so. The Team Starter helps hold this process, offering alternatives or exploring different next steps.

    What matters is that everyone involved feels respected and heard.


    From match to team

    If the trial goes well and both people want to continue, they become the first members of the team. From here, the Team Starter continues to support the building of the team, often helping to identify a second or third member, assign early hats, and start shaping how the team will work together.

    Each match is a building block, not a quick fix. Taking the time to get it right gives the team a much better chance of growing into something sustainable, respectful and resilient.

    6a. Finding and welcoming new members

    Bringing a new person into a team is about more than filling a gap - it’s about strengthening the relationships, skills and care the team offers. This section covers how teams at Equal Care go about identifying, selecting and welcoming new members in a way that supports continuity, trust and choice.


    How new team members are found

    There are two main routes:

    • Via the Equal Care platform The platform includes searchable Giving Support Profiles so that teams can explore potential matches based on skills, location, availability, rate, personality and more. Team Owners and other team members can browse profiles and suggest potential introductions.

    • Via the team’s own networks Sometimes, people already known to the team - friends, neighbours, volunteers - may be a good fit. As long as everyone involved consents and the necessary checks and training are in place, teams are free to bring these people into the process.

    In either case, any prospective new member must have a Giving Support Profile and agree to the terms of support through Equal Care, including the expectations set out in our onboarding process.


    Who decides?

    The team always decides together. That means:

    • The Team Owner has the final say, but other team members may be involved in making suggestions, introductions or holding the 'Hat Holder' role for team membership.

    • The Team Starter may facilitate the early introductions and help coordinate the steps - especially for new teams or in regulated support.

    • Consent is required on both sides: the prospective member must also feel comfortable and want to join.


    The welcoming process

    Once a match looks likely, the team makes space for introductions. This can include:

    • Chat and messages - Starting a conversation through Rocketchat or another platform

    • Phone or video call - A chance to say hello, ask questions and build rapport

    • Shadowing or trial visit - Observing a session or joining a walk/talk-through (more in the next section)

    Some teams find it useful to have a simple checklist for new introductions - for example, key routines to explain, who’s who in the team, any accessibility needs or house rules. Others may take a more informal route.

    What matters is that people feel welcomed, informed and that expectations are clear from the start.


    Sharing responsibility

    Welcoming new members isn’t just the job of the Team Owner or the Team Starter. Often the best welcomes come from those already giving support. People might:

    • Show someone around the home

    • Help explain team routines or access to Notes

    • Be on hand to answer questions and give encouragement

    • Offer feedback after the first few sessions

    This is relationship-based support: how the team welcomes new members can set the tone for everything that follows.

    Dealing with conflict and change

    Support teams in navigating challenges, disagreements and transitions with clarity, kindness and accountability.

    Care relationships are human relationships. And like any human relationship, they change over time. Conflict may arise, people’s availability might shift, or it might simply become time for someone to step away. None of this is unusual - in fact, it’s expected. What matters is how it’s handled.

    At Equal Care, we don’t avoid the messy parts of working together. We face them with honesty, courage and care. That means acknowledging when something isn’t working, and putting in place the support needed to talk it through, adjust the setup or bring things to a close well.

    When things get tough

    Disagreements, misunderstandings or tensions between team members can and do happen. These might involve communication difficulties, blurred boundaries, mismatched expectations, or changes in a person’s needs or availability.

    If this happens, the first step is always to try and talk. The person best placed to support this conversation will vary — sometimes it’s the Coach, other times it might be a trusted team member or the person holding the team hat for support coordination. The aim is to clear the air, listen to each other, and work out what (if anything) needs to change.

    Even if the outcome is someone leaving the team, these conversations can be hugely valuable in maintaining trust and learning for everyone involved.

    When it’s time to leave

    Sometimes, a team member will need to leave for reasons that have nothing to do with conflict — for example, a change in availability, a shift in circumstances, or because the support needs have changed. Whatever the reason, it’s important that people have the opportunity to leave well.

    We encourage:

    • Clear, timely communication about the decision to leave

    • Trying to find cover for upcoming support, where possible

    • A short goodbye message in the team chat (or another format)

    • Appreciation and acknowledgement of contributions

    The Coach or another trusted person is available to support this process, particularly where emotions are running high or relationships have been strained.

    Support and accountability

    If a conflict cannot be resolved through conversation, or if a serious concern arises (such as a breach of trust or policy), the issue may move into a more formal problem-solving or safeguarding route. We always aim to handle these processes with transparency, fairness and care for everyone involved.

    Our values in action

    We hold to the principles of:

    • Bravery: naming what’s difficult and facing it together

    • Honesty: saying what we need, clearly and respectfully

    • Kindness: remembering the humanity in everyone involved

    Goodbyes can be as meaningful as hellos. They are part of building strong, resilient teams where change is acknowledged, and relationships are treated with respect.

    We believe that simply creating a domiciliary care agency and incorporating it as a co-op does little to tackle the really tricky problems in social care. Wages are still low, rotas are still set by the office, recruitment remains challenging and a 'compliance-first' culture is just as difficult to escape from as it is for other organisations. To address these issues, more is needed.

    Key elements of co-operative social care

    Co-ops are democratic businesses, seeking to share out the benefits and the responsibilities of ownership as an antidote to inequality. The first co-op structure was set up in Rochdale in 1844 to tackle injustices in shopkeepers charging high food prices for poor quality products. Co-ops have always been concerned with redressing social injustices and fixing broken markets.

    There are several types of co-ops:

    • Consumer Co-operatives: People getting support are sole owners of the co-op. Sadly, we haven't found an example of this yet. The Co-op Group is the best known example of this type of co-op.

    • Worker Co-operatives: Care workers are owners, one member, one vote. The Great Care Co-op is a good example. There is also an allied type which are employee-owned businesses. These are not co-ops under the legislation but they operate very similarly with employees owning a share of the business. An example of this is one local to us that transitioned from an owner-operated business to an employee-owned trust, Welcome Independent Living.

    • Multi-stakeholder Co-operatives: In these, there are multiple classes of members which may have different vote shares and voting rights. Equal Care has adopted this model with its four membership classes. has also chosen this and another example is with its two membership classes: Principle members (supported people) and PA members.

    • Community benefit societies: A type of co-op which has a statutory requirement to benefit the community beyond its membership. A great example is , building multi-generational care home settings.

    • Each member (whether user or worker) has one vote, ensuring equality in decision-making.

    • Major decisions are made collectively, often through general meetings and elected boards.

    Equal Care uses a model called to empower collective decision-making.

    • Surplus (known in traditional business practices as profit) is reinvested into the co-operative to improve services or distributed to members directly involved in the co-op.

    • Investment in co-ops is by Community Shares (in the UK) - this is a form of withdrawable capital that isn't related to how much profit the co-op makes, so is very friendly in terms of allowing the co-op to grow.

    • Strong emphasis on community engagement and local service provision.

    • Users and workers feel more empowered and valued, which improves job satisfaction, staff retention, and care outcomes.

    • Encourages a supportive environment where the well-being of all members is prioritised.

    Key benefits of Co-operative Social Care

    Research on co-ops in social care is largely confined to European models, although the pace of interest has been gathering in recent years. This Co-ops UK report, Owning Our Care states the case for co-ops and Equal Care has been involved in several research initiatives including SASCI and the University of Kent. Australia has also done a lot of research as part of a big co-op initiative across their rural areas.

    Co-operatives tend to provide higher-quality care due to their user-centred approach and commitment to continuous improvement based on member feedback.

    Workers in co-operative models typically experience higher job satisfaction because they have greater control over their work environment and conditions.

    Co-operatives are generally more sustainable economically because profits are reinvested into the service, improving stability and growth potential.

    By focusing on local needs and involving the community, co-operatives can offer more relevant and effective services.

    Co-operatives embody ethical business practices, including fair wages, transparent operations, and inclusive decision-making processes.

    Further research

    EO mutuals long read

    Together for Greenwich: Co-operation for the future | Co-operative Commission report

    Providing Care Through Co-operatives - ILO

    Work together Care EN version

    2021 Case Study Coop Care Colne Valley

    Cooperate with Care

    The Cooperative Difference in Care - Cooperative Councils Innovation Network

    Social Cooperatives In Italy

    CARE HOMES IN WALES: PROMOTING SOCIAL ENTERPRISE

    Increasing the social value of care - Cwmpas

    Challenges and Considerations

    While we know that the benefits of creating and running a cooperative are many and manifest, there are problems to overcome:

    • Initial Setup: Establishing a co-operative can require significant initial effort because there is a higher governance overhead in the process of working out rules and decision-making structures. These are usually taken for granted in 'normal' companies.

    • Time to market: Developing a co-operative to the point where it can deliver services, return revenue and become sustainable can take longer than owner-operated businesses.

    • Funding: Co-operatives require significant capital to start up, and in the UK, there are currently lots of restrictions on investment in this business form (although).

    • Training and Education: Members must be educated about co-operative principles and practices, which takes additional time and resources on top of the already heavy training requirements in social care. Additionally, many co-ops practice role diversification, which favours training existing members over buying skills in. This benefits retention but disbenefits the ready availability of specialist skillsets.

    • Scalability and sustainability: While highly effective on a local level, scaling co-operative models can be challenging due to investment restrictions. For co-ops to pay people more, this reduces available capital for growth activities and back-end infrastructure.

    • Voting: Even if a co-op attempts to make decision-making and voting more frequent than an annual AGM or quarterly members meetings, majority and minority voting practices tend to result in unsatisfactory outcomes for the minority. This care creates lingering resentment, a culture of 'picking sides' and it is impractical to vote on everything. If a co-op only permits voting and member participation at the AGM, it is somewhat meaningless as a choice of business form.

    • Management: It is quite simple to be constituted as a co-operative and yet to continue operating a business-as-usual form of homecare or residential care, with line management, low waged pay, long hours and siloed roles. Co-operation does not protect organisations from the requirements of the Health and Social Care Act to have a registered manager in place, nor does it adequately protect organisations from participating in the race to the bottom seen in so many localities in our country.

    The many additional elements to Equal Care's model of support are built on the foundations of the co-op principles and values, but they are designed to go far beyond co-operative governance methods to reach into the day-to-day experience of giving and receiving care, which is where it really counts. The model described in this Playbook, together with our platform, is structured to address all of the challenges above.

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    We're a platform co-op that uses technology and sociocratic methods to empower care givers and receivers. Our Circles and Teams model ensures that important information is shared, not hoarded. The person receiving support leads their Team, choosing who is involved - whether that's care workers, friends, family or volunteers. Our Circles exist to help Teams start, flourish and when the time comes, finish.

    Relationships

    At the heart of great care is great relationships. That might sound obvious, but it’s surprisingly rare in traditional care systems, which often rely on short visits and distant decision-making.

    In Equal Care Teams, people choose each other. This gives everyone involved the best chance of creating lasting, respectful, quality care and support relationships.

    When care workers are supported to build meaningful relationships, something powerful happens. They develop a deep understanding of the person they support, spot small changes in health or mood early, and feel confident making decisions together with the person and others involved.

    Building a connection with someone you are supporting or are being supported by doesn’t just feel better - it leads to better support.

    Care in abundance

    Care shouldn’t feel scarce, but right now, the care sector is in crisis: too little funding, too few workers, low pay, poor conditions and rising need.

    This is due to the economic model being fundamentally broken. The huge power imbalance between the workers providing care and the distant, value-extracting businesses that employ them has led to an ever-increasing number of care workers leaving the sector.

    We believe in flipping that script. We seek to redefine care as something we can all contribute to and benefit from, allowing it to exist in abundance. Our model supports care workers better, with higher pay and more choice over how they work. When people giving support can thrive, more people will be able get the support they need.

    Team Formation

    The journey starts when someone expresses interest in joining or using your care service: this could be a family member, a person seeking support, or a professional referrer.

    1. Supportive Conversation Every new relationship begins with a supportive, values-led conversation. This is a space for listening: to learn about the person’s needs, hopes, support networks and preferences. It’s also where the model is introduced - making it clear how teams work, what roles exist, and what the shared responsibilities are.

    2. Matching Process Based on this conversation, the platform helps identify possible team members, drawing on location, preferences, experience and availability. The aim is to build a team that feels right for everyone involved.

    3. Teams Formed When a group agrees to work together, a new team is formed. This includes the person receiving support (the Team Owner), their family or friends (if involved), and the care workers or volunteers who will provide support. Where possible, a coach is assigned to help the team get started and stay on track.

    👉 See also: Team Starting and Hats for more on building and supporting team roles.


    Care Service

    1. Initial Appointment The first few visits are a chance to get to know one another, understand routines and preferences, and begin co-creating how care will look in practice.

    2. Team Agreed If everyone feels the team is working well, a more formal agreement is made. This includes confirming team membership, shared responsibilities, support schedules, and the ongoing use of the Equal Care platform. If it doesn’t feel like the right fit, the matching process can restart.

    3. Care Continues Ongoing support is now provided through the team: flexibly, relationally, and guided by the needs and preferences of the person receiving care. Regular check-ins, peer supervision, and mutual feedback ensure the team continues to grow together.

    👉 See also: Finding the Right Match, Building a Team.

    Define success from the perspectives of both those giving and those receiving care.

    By making explicit how our initiatives connect to meaningful outcomes and long-term impact, this ToC sets clear boundaries for our evaluation framework and keeps us focused on the change that matters most to our co-op community.

    In the image about the ToC is highlighting the key outputs and outcomes. Guidance on how to use this interactive ToC can be found here

    Theory of Change (ToC)
    Group Activities

    References

    Qureshi, H., & Nicholas, E. (2001). A New Conception of Social Care Outcomes and Its Practical Use in Assessment with Older People. Research, Policy and Planning, 19(2), 11-26.

    Qureshi, H., Patmore, C., Nicholas, E., & Bamford, C. (1998). Outcomes in Social Care Practice: Developing an Outcome Focus in Care Management and User Surveys. York: Social Policy Research Unit, University of York.

    Process Outcomes - capture how care is experienced—focusing on the quality of relationships, interactions, and cultural fit—rather than solely on measurable outputs. They ensure that everyone involved feels valued, respected, and empowered, which in turn drives overall satisfaction and service effectiveness.

    Key dimensions include:

    • Relationship Quality: Are connections between care workers, service users, and community members built on trust and equity?

    • User Experience: Do people feel heard, understood, and in control of their own care?

    Change Outcomes - capture the concrete, measurable improvements in a service user’s health and well-being resulting from care interventions. They track gains in physical, mental, and emotional functioning to demonstrate the direct impact of our services.

    Key dimensions include:

    • Physical Functioning: Improvements in mobility, strength, endurance, and ability to perform daily activities.

    • Mental and Emotional Health: Enhanced mental clarity, emotional stability, reduced anxiety or depression, and strengthened coping skills.

    Maintenance Outcomes focus on sustaining users’ existing health, independence, and quality of life, delaying any decline over time. They emphasize support for daily routines, a safe living environment, and ongoing social engagement—especially vital for older adults who wish to remain in their homes and communities.

    Key dimensions include:

    • Daily Living Support: Assistance with personal care and household tasks to preserve routines and autonomy.

    • Meaningful Activity: Regular opportunities for purposeful engagement—hobbies, light exercise, or hobbies—that keep users active and mentally alert.

    They develop a deeper awareness and knowledge of the health and well-being of the person they give support to.
  • They pick up on changes in that person’s condition, or needs that aren’t being met.

  • They become empowered to make decisions about that person’s support, in direct collaboration with the person themselves and others involved in their support.

  • The relationships and the conversations that lie behind great care.

    This way of working also really builds peoples confidence! It says: 'we trust you, your voice matters, and we’ll support you to grow the skills you need to work in partnership with others.'

    That’s a big shift from how many care organisations operate. But we believe it’s the way forward.

    sociocracy

    Commons

    This structured mapping clarifies how outputs and activities are measured and how they contribute to different outcome domains. It establishes a clear connection between actions (outputs and activities) and their results (outcomes). To highlight theses connections we have separated out these causal chains into distinct service dimensions and their associated outputs and outcomes.

    Our interactive ToC enables users to focus on the sequence of outputs and outcomes for the Circles, Platform, Teams and Commons dimensions of our service.

    The Circle ToC

    The Platform ToC

    The Teams ToC

    The Commons ToC

    You can use the filters and functions of our interactive ToC to explore these ToC's by following the guidance here. You can alsoclick and drag elements into space in order see their connections more clearly.

    outputs

    Power as a health determinant: Power shapes life circumstances—housing, work, stress levels—and thus health inequities. The co-op views redistributing power to both caregivers and receivers as essential to “good care.”

  • Structures for empowerment: This redistribution happens through sociocratic (inclusive) governance, multi-stakeholder ownership, and co-production practices.

  • Evaluation metrics include whether people feel able to voice opinions, perceive power dynamics as fair, and experience growing trust and autonomy across the co-op.

  • To make sense of these interconnected goals, we have grouped our outcomes into three overarching domains:

    • Growth

    • Well-being, Relationships & Belonging

    • Systems Maintenance & Co-production

    Each of these domains reflects a distinct facet of the overall social climate of our Coop. See the interactive map below for outcomes grouped under these domains.

    Find the others

    After deciding that this is definitely something you want to do, the first step to founding any circle, co-op or new group is 'find the others'. Co-operative Founders will be the ones recruiting the first paid roles. They are the people who set the overall direction, culture and purpose of the co-op, giving it its starting momentum.

    At Equal Care, we went about this in a few different ways. Emma reached out to people she saw doing brilliant things on a smaller scale - such as Amber, who had built a one-woman platform to support her employer, who was living with a spinal injury.

    Working with the mentorship of a local co-operator (Mark), Emma, Kate and Amber ran 'Conversation Cafés': a series of five workshop events where the idea was presented and people gathered in small groups to have a conversation over cake. These were low-cost to run and funded by UnLtd’s 'Do It' Award, along with donations from the venue.

    There were question prompts to help people get started, colourful pens, several tablecloths for writing on, copious post-it notes and - crucially - a very short form at the end asking how involved people wanted to be. Those who ticked the “I want to help set it up” option became members of the steering group, which later became the Founder Members of the co-op once it was registered.

    There is no need to register as a co-op at this stage - in fact, we actively advise against it! The most significant factors for success are the members of the group and the importance of bringing people together with a range of skills and perspectives. The group's rules and ways of working need to be learnt and explored. This takes time and should be honoured.

    To address economic disparities between those who are not able to commit voluntary time and those who can, now is a good time to look at small grant awards that can support some of these costs. Equal Care made good use of UnLtd's 'Do It' Award (now the ) for this purpose.

    If the new co-operative is an initiative of the local authority, this stage could take the form of community workshops, coupled with a more formalised recruitment process to find your founders, who could be a mix of people giving and getting support, councillors and local authority officers.

    If you are an existing homecare organisation, the members of your founding team may be drawn from your workforce and those you currently support as well as their family members. This may be in addition to members of your management team and outgoing owners as part of a transitional phase.

    Regardless of where the impetus for developing the co-op comes from these are the keys to finding the others:

    1. Representation: find the mix of perspectives who will be representing the membership.

    2. Seek people out: Be brave, actively target people you want to join the group and approach organisations that you think might have access to them.

    3. Understand what's lacking: It might be a perspective, a skill or access to a resource but whatever it is, be clear that you want it.

    This work should feel tough - and somewhat uncomfortable. It’s a combination of inviting people who you think “would never say yes in a million years” and looking carefully at your own and others’ knowledge or skills gaps.

    Making the wishlist for your Purpose Circle is just the beginning - it will evolve into recruitment criteria, head-hunting, and an ever-changing understanding of who is needed in that group as the co-op grows. It also means thinking about your own obsolescence: no co-op should have to rely on a single person for its success! A gentle place to start is Co-op UK's document.

    The Purpose Circle

    Aim for:

    • A brave, inclusive and kind culture among the founding group and across the wider community

    • A resilient, well-equipped core group ready to launch and steward the first stages of co-operative care and support

    • A network of community members forms; people ready to step into roles, bring their knowledge, and grow the Circle together

    The Purpose Circle is your founding board. This group will provide guidance, support, and critical friendship to help the founders. This will require a lot of goodwill, but it is essential that this be matched with the skills and experience to help take the group forward.

    Many people in the co-operative and care sectors may be enthusiastic and share your ethos and goals, but they may not be the right people to contribute positively. The question is whether they have good will/intentions versus lived experience. The latter is critical to go the distance, coupled with relevant skills and expertise.

    Members of the Purpose Circle will come and go throughout the journey, and that is fine - it will take time to resolve a group that is right for your organisation. Some people will go to be employed by the co-op, some will go on to be supported by it and others will remain at more of a distance. Yet others will conclude that it's not for them. Equal Care has experienced all the permutations but throughout this has maintained a big commitment to ensuring that all membership categories are properly represented on this circle. Find Equal Care's current board make-up .

    Recruit workers

    AKA finding the right people, for the right reasons, in the right way.

    Recruiting care workers into your co-operative isn’t just about filling roles - it’s about building a community of people who believe in a different way of doing care. You're not just hiring; you're inviting people to co-create something better.

    This page outlines our approach to recruiting care workers, coaches, and others into your Circle or organisation.


    🧭 Start with Purpose

    Before you write your first job ad, get clear on what you’re offering and what kind of people you're looking for.

    • Are you recruiting for paid care workers, peer coaches, or Circle operations roles?

    • What support or induction will you have in place when they join?

    • What kind of values and skills matter most for the role?

    👉 Be honest about what’s still being built. The right people will want to shape things with you, not wait for perfection.


    📣 How to Reach People

    Use a mix of approaches to reach both experienced care workers and people who may not think of themselves as “formal” carers but have strong caring skills.

    Ideas:

    • Leafleting at community centres, markets, schools, libraries

    • Posting in local Facebook groups, WhatsApp chats, or Nextdoor

    • Collaborating with local voluntary organisations, mosques, churches or mutual aid groups

    • Referrals from existing members or peer networks

    Make your messaging warm, inclusive and specific. Avoid corporate job-speak.


    📝 What to Include in Your Offer

    Your recruitment materials should clearly show what’s different about joining your co-operative:

    • Emphasis on autonomy, support and respect

    • Peer coaching and regular supervision

    • Flexible hours and team-based matching

    • Paid at or above the Real Living Wage

    You don’t need to tick every box yet, but you should share the direction you're moving in.


    🧩 Keep It Low-Barrier, High-Support

    Traditional job application processes can exclude the very people you want to reach.

    Consider alternatives to CVs or formal interviews:

    • A short expression of interest form

    • One-to-one chats or small group sessions

    • Community info events or taster sessions

    • Invite people to observe or shadow

    If you do need paperwork (e.g. right to work, DBS), support people through it. Be proactive and kind - especially if English isn't someone’s first language or if they’ve been out of the workforce for a while.


    🪴 Support from Day One

    Recruitment doesn’t end when someone joins. Early-stage support is key.

    • Use the Worker Welcome Process to introduce the platform, policies and culture

    • Connect people with a Coach

    • Pair new workers with experienced members

    • Be clear about training and next steps


    🧠 Keep Learning

    Recruitment can be tough but it is an ongoing process, and one you’ll keep getting better at.

    Track:

    • What channels are working?

    • Who’s applying - and who isn’t?

    • Are there any barriers we can remove?

    Use co-production wherever possible. Ask current care workers what helped them decide to join. Let that inform your approach for recruitment as you move forward.

    Equal Care's technology journey

    From the outset, Equal Care was designed to be a platform co-operative: a democratically owned and governed digital platform business that combines the principles of traditional co-ops with the infrastructure and reach of modern online platforms.

    From the beginning, the goal was to use technology to support the act of care - enhancing autonomy and equity while reducing administrative overhead, so that more time could be spent where it matters most: on the relationships within our Teams.


    The Beginning of the Journey

    Early on, the founding team faced a strategic decision: Should we develop our digital infrastructure in-house or buy in a ready-made service?

    Each option had its own trade-offs:

    Pros
    Cons

    The Decision

    The team opted to develop in-house. This path aligned more closely with Equal Care’s values and long-term aims - particularly our commitment to autonomy, co-production, and ownership.

    With the pilot fast approaching, we launched two workstreams in parallel:

    1. A temporary digital setup using off-the-shelf tools to get the pilot underway.

    2. Custom Platform Discovery Requirements were gathered and several agencies were approached to scope the build. When none could fully meet the brief within budget and timeframe, we made the decision to build the platform ourselves, in-house using


    Building the Roadmap

    The first step was assembling a core platform team - a project manager and technical architect - to work with Equal Care’s founders to define a clear Product Roadmap.

    This roadmap:

    • Articulated the vision and outcomes for the platform.

    • Prioritised work based on member needs, not just features.

    • Created a structured backlog for the development team.

    A designer and developer were then recruited to begin delivery.


    Incremental, Rapid Releases

    The low-code 'Frankenstein’s Monster' setup allowed us to start quickly, but it was never meant to last. Each service in that setup came with a cost - both financial and operational.

    To replace it, we released new platform features incrementally:

    • Gradually phasing out paid tools

    • Testing with real users in real-time

    • Reducing time to market

    • Increasing adoption and feedback


    Lessons

    Technical capacity is vital

    Most social care founders aren’t experienced in product development. Hiring experienced technologists or upskilling internally is key.

    It’s hard to attract tech talent

    Developers and designers are in high demand. Competing with commercial tech salaries is a challenge, especially in a social care context.

    You can’t plan for everything

    Even the best-designed systems will face bugs, outages, and unexpected issues. Developing strong quality assurance and testing practices is essential to build resilience into the product.

    Fundraising options

    There are many ways to fund a co-operative, depending on how it is governed and the organisation's needs, particularly the capital required for start-up.

    Equal Care has successfully used several methods to raise funding both before and after trading revenue began which are detailed on the following pages; however, it's useful to list the range of options available, as they each have their use in beginning and maintaining a co-operative.

    Useful links

    Fundraising

    Community Share Offers

    Funding types

    Grants and Public Funding
    • Government Grants: Various government schemes support co-operatives, especially those promoting community development, sustainability, and social enterprises

    • EU Funds: Although post-Brexit, some EU programs might still be available under specific circumstances.

    Business Income and Trade
    • Commercial Activities: Generating income through the co-operative’s core business activities.

    • Partnerships and Sponsorships: Collaborating with businesses or organisations that share the co-operative’s values for mutual benefit.

    Member Contributions
    • Membership Fees: Regular fees paid by members.

    • Commons Contribution: a proportion of the fees paid to the co-operative by service users that are used to support the co-operative itself. The Commons Contribution pays for everything the co-op spends on but cannot charge for, such as business operations roles, administrative costs, and operating and maintaining the technology platform.

    Co-operative Loans and Investment Funds
    • Co-operative Loan Funds: Specific funds like Co-operative & Community Finance or Big Issue Invest offer tailored loans.

    • Community Shares: Issuing community shares allows locals to invest in the co-operative, often with the benefit of social and financial returns.

    Crowdfunding
    • Equity Crowdfunding: Platforms like Crowdcube or Seedrs allow people to invest in exchange for equity.

    • Reward-based Crowdfunding: Platforms like Kickstarter or Indiegogo where supporters receive rewards for their contributions.

    Community Bonds
    • Community Bonds: Similar to community shares but structured as debt, these bonds can be sold to raise capital, which is then repaid with interest.

    Bank Loans and Overdrafts
    • Ethical Banks: Banks like Triodos and Co-operative Bank understand co-operative values and offer tailored financial products.

    • Credit Unions: Local credit unions can provide loans with more favorable terms for co-operatives.

    Philanthropy and Donations
    • Charitable Foundations: Applying for funds from philanthropic trusts and foundations that support social enterprises.

    • Individual Donations: Encouraging donations from individuals who support the co-operative’s mission.

    Alternative Financing Options
    • Peer-to-Peer Lending: Platforms like Funding Circle facilitate loans from individual lenders.

    • Social Impact Bonds: Funding projects that deliver specific social outcomes, where the government or other commissioners pay returns if the outcomes are achieved.

    Key Considerations in Fundraising

    • Clear Mission and Vision: Clearly articulate the co-operative’s mission and how the funds will be used to achieve its goals.

    • Member Engagement: Involve members in fundraising efforts, ensuring they are informed and supportive of the methods used.

    • Legal and Regulatory Compliance: Ensure all fundraising activities comply with relevant laws and regulations, including those specific to co-operatives.

    • Professional Advice: Consult financial advisors or co-operative development bodies to explore the best options and strategies.

    5. Profiles and promises

    Getting clear on who we are and how we’ll work together

    At the heart of the Equal Care Teams model is a commitment to mutual consent and clarity. That starts with how people are introduced to each other - through personal, honest profiles - and with the promises each person makes when they agree to be part of a team.

    These tools are not just forms or policies. They’re about setting the tone: relationships that are respectful, open, and grounded in shared understanding.


    🧾 The Getting Support Profile

    The Getting Support Profile describes what good support looks like for the person receiving it. It’s created with them (and/or someone they trust) during the Supportive Conversation, and might include things like:

    • Day-to-day routines and rhythms

    • Preferences for how support is given

    • Important details about health, communication or triggers

    • Cultural, emotional or sensory considerations

    • What helps someone feel safe, well and respected

    The person has full control over what’s included, how it’s worded, and who it’s shared with.


    👤 Worker and team member profiles

    Everyone giving support — whether as a paid worker, family member, friend or volunteer — has a profile too. These are created through the Equal Care platform and can include:

    • A short introduction, “a bit about me”

    • Skills, interests, lived experience, languages spoken

    • Specific experience (e.g. working with dementia, mobility support)

    • Availability, location and hourly rate (for independent workers)

    These profiles are written in the person’s own voice. We encourage openness and honesty so that people can make meaningful, informed choices about who they’d like to work with.


    🤝 Consent is always mutual

    Joining a team is always based on consent from both sides.

    • Team Owners choose who they’d like to invite

    • Team members decide whether they’d like to support

    • Everyone can say no — and that decision is respected without pressure

    Trial sessions allow people to try things out before committing. If either person decides not to go ahead, that choice is supported and handled with care.


    📜 Promises: setting shared expectations

    Before a team is properly formed, each person receiving support signs the : a short, accessible agreement that sets out what people can expect from each other and from the co-op. It helps clarify things like:

    • Respect for autonomy and boundaries

    • Good communication

    • Consent around decisions

    • Working through issues together when things get tough

    The promise isn’t a contract in the traditional sense — but it carries weight. It’s a shared commitment to treating each other with honesty, care and respect.

    Consent

    How we make decisions together at Equal Care

    At Equal Care, we make most of our decisions using consent — and that’s not the same as consensus.

    In a consensus model, everyone has to agree. With consent, we ask a different question: Can you live with this decision, even if it’s not your favourite option?

    You don’t have to love a proposal to say yes to it. What matters is that it doesn’t cause harm to the Circle’s purpose — and that there are no paramount, reasoned objections standing in the way.

    What happens if people don't agree?

    Sometimes reaching consent takes a bit of work. That’s okay: we’ve got tools for that.

    If there are concerns, members can:

    • Measure the concern – Can the worry be tracked or tested? Can we set up a backup plan?

    • Shorten the term – Can we try the decision out for a limited time?

    • Amend the proposal – Can we tweak it so it works better for more people?

    These tools are useful not just in Circles but also in Teams — anywhere decisions are made collaboratively.

    How consent works in Circles

    Most Circle decisions, including picking people for roles (like Circle Hats),are made with consent.

    If you’ve taken on a Hat, that means:

    • You’ve consented to take it on for a set period.

    • Your fellow Circle members have consented to you wearing it.

    And remember: Hats can always be taken off again. That’s part of what keeps things flexible. No one gets stuck in a role forever, and there’s always space to try new things and grow your skills.

    In the rare event that a Circle can’t reach consent - usually only after multiple meetings - the Facilitator can pass the decision to the next broader Circle for resolution.


    A few important details

    While consent is about working together in an open, fair way, some clearer definitions and exceptions can help guide the process.

    What does 'consent' actually mean?

    Consent is reached when no one has a strong, well-reasoned objection. This is known in sociocracy as a paramount argued objection. That breaks down into two parts:

    • A paramount objection means the proposal would cause real harm to the Circle’s purpose or responsibilities.

    • An argued objection means the concern can be clearly explained - not just a personal preference or gut feeling.

    If someone raises an argued, paramount objection, the group works together to adjust or rethink the proposal.

    Quorum: who needs to be there?

    Each Circle should agree on a quorum — the minimum number of members who need to be present for decisions to be made. They should also have a simple process for gathering consent from members who aren’t in the room (or on the call) when the decision is made.


    When consent doesn’t apply

    There are a couple of specific situations where the usual consent process isn’t used:

    Restructuring or closing a Circle

    If a broader Circle (like the Purpose Circle) decides to reshape or dissolve a Circle, the people in that Circle must be part of the conversation. But the broader Circle can make the final call without needing their consent.

    People decisions

    Decisions relating to pay, role or other legal elements of someone's employment, including problem-solving do not happen within Circles, Equal Care specifically disagrees with this as a sociocratic practice and has produced separate processes for this.

    Share the power

    How the founding group can make itself redundant

    Local Circle Development

    Equal Care’s co-operative care model is grounded in the belief that community engagement is essential to shaping and delivering effective social care services.

    This Circle - distinct from the more strategic Purpose Circle - brings together the people who shape the service so that it truly reflects community needs, turning assumptions into facts and tailoring the offer accordingly.

    Building relationships with local partner organisations will help your service thrive over the long term, and may even become a core part of your delivery model.

    Technology Procurement

    Getting the tech right is essential - it forms the administrative backbone of your organisation, handling much of the coordination and admin that comes with delivering social care. The Playbook details this more fully .

    Culture and Relationship Development & Practice

    Every organization has its own culture; however, few intentionally design it. Instead, they often depend on emerging shared values, beliefs, behaviors, and practices to naturally shape employee interactions and collaboration.

    Equal Care believes that a proactive approach is necessary to ensure everyone has clarity on how to interact with each other, the business, and everyone they come into contact with.

    Social care often misses the "care" element, becoming overly functional, dehumanising the relationships between those giving and getting care to increments of effort. By setting your culture early - and revisiting it often - you can ensure it stays rooted in care, connection, and the evolving needs of your members.

    Service Design

    Service design is a holistic approach to planning and organising your resources to improve the experiences of both the people working within your organisation and those interacting with it. In a typical business context, this would be referred to as “employee and customer experiences.”

    While the leadership may be experienced in front-line care delivery and its management, it is still vital to intentionally design the service for the organisation you want to create. This is your opportunity to cast off assumptions and shape something that genuinely reflects your goals, ethos and community.

    The process focuses on orchestrating people, processes, and technologies to create seamless and valuable service experiences. It is a process of continuous improvement - your design will need to evolve in response to internal developments and external changes as they arise.

    Read more about it on gov.uk and on the website.

    Policy Development & Adoption

    Policies are the blueprints for your organisation, distilling all the thinking and decision-making you have done into clear, formal guidelines that shape every part of your work.

    Equal Care has co-created with our members and published them on a site similar to this one.

    Policies are essential because they:

    • Establish clear expectations

    • Promote consistency

    • Enhance compliance

    • Reduce risk

    Team Starting

    The first steps toward building support

    Team Starting is the process that helps someone begin building their support team. It usually starts when a person, family member, friend or professional gets in touch to ask for help with care and support. From there, a trained Team Starter works alongside them to build a team that’s right for their needs, preferences and circumstances.

    This early stage is about gathering information, building trust, and working out who might be a good fit without rushing. The person receiving support (known as the Team Owner) remains at the centre of the process throughout.

    What follows is a brief overview of how a team comes into being. In the next few sections, we’ll go into more detail about the role of the Team Starter, the steps involved, and how people create their profiles and promises — the foundation for how relationships begin.


    Getting in touch

    There are a few ways people typically reach us:

    • By using the contact form on the Equal Care website

    • Calling 01422 754321

    • Emailing [email protected]

    • If a contract is in place (for example with a local authority or NHS body), referrers may have a direct route to refer

    At this stage, only brief details are needed. Someone will check whether the support requested is something Equal Care can offer. If not, the person can choose to be added to a waiting list, which is reviewed regularly.

    If a potential match becomes available - someone who fits what the person is looking for and is interested in giving the support needed - the Team Starting process begins.


    Early conversations and first steps

    If personal care or medication support is involved, a face-to-face visit is arranged. During this visit, the Team Starter helps complete a support profile and a trust assessment, recording what's important to the person and what good support looks like for them. If those types of support aren’t needed, the visit is optional.

    The person is asked to review and approve what’s been written about them, and to sign the Getting Support Promise, which outlines what they can expect from the process and from the people supporting them.

    This information is then shared - with the person’s consent - with prospective team members.


    Meeting and choosing support team members

    The person or someone they nominate is invited to the Equal Care platform. This creates a private Team Chat and access to profiles of people who have offered to give support.

    The Team Starter (or an existing team member) supports with:

    • Looking through support worker profiles

    • Making initial contact

    • Arranging conversations and trial sessions

    Trial sessions are always paid and take place with the consent of both parties. After the session, both the person and the worker decide whether they’d like to continue. If there are any concerns, the Team Starter is available to help resolve them.


    Moving forward

    When both sides feel ready to continue, the team begins to take shape. Each team develops differently: some grow quickly, others build over time. Some people want to coordinate things themselves, while others ask a trusted person to take the lead. Either way, the Team Starter stays involved for as long as needed to help the team settle in.

    Community Share Offers

    Community Share Offers are a way for UK co-operative societies to raise capital by offering shares to their members and the wider community.

    By engaging the community and aligning financial investment with the purpose and goals of the co-operative, Community Share Offers represent a powerful tool for societies to fund start-up phases as well as achieve sustainable growth alongside community development.

    Benefits

    For the Co-op, community shares provide access to patient (or long-term) capital, which is often more flexible and supportive than traditional finance such as debt or grants. This strengthens the community’s engagement and sense of ownership, adding richness and value to the membership.

    For Investors community shares are a chance to support projects and initiatives they are interested in and passionate about, potentially providing a modest financial return and involvement in the governance of the co-op.

    How they work

    Community Share Offers involve selling shares to members of the community who are interested in supporting the mission and goals of the co-op. The capital raised can be used for a variety of purposes, such as starting a new venture, expanding existing operations, or funding a specific project.

    The concept of community does not necessarily mean one that is only local. In the context of a co-operative, a community typically refers to a group of individuals or organisations who share common interests, goals, or values and are collectively involved in the ownership, governance, and benefits of the co-operative.

    Process of Offering Community Shares

    The society develops a business plan and a share offer document that outlines the share offer's objectives, financial projections, risks, and terms.

    The share offer document is reviewed and approved by the society’s governing body.

    Some co-ops may also seek external validation or accreditation, such as from the , which offers a for high-quality share offers. This provides reassurance to potential investor members.

    The society promotes the share offer to its members and the broader community, often through events, meetings, and marketing campaigns.

    Interested individuals subscribe to the share offer by purchasing shares. There’s usually a minimum and maximum investment limit to ensure wide community participation and limit over-concentration of ownership.

    Characteristics

    Community shares do not operate in the same manner as public or private company shares:

    • Withdrawable Shares: Unlike ordinary shares in a company, community shares are withdrawable, meaning that investors can get their money back, subject to terms and the society’s ability to do so.

    • Non-Transferable: Shares cannot be sold or transferred to others, maintaining the investment's local and community-focused nature.

    • Voting Rights: Shares usually come with voting rights on a one-member-one-vote basis, regardless of the number of shares held.

    Risks

    As with any financial investment, there is associated risk:

    • Financial Risk: Like any investment, there is a risk of losing the invested capital, especially if the society faces financial difficulties or ceases trading.

    • Liquidity Risk: As shares are not transferable and withdrawal is subject to the society’s financial health, investors may be unable to withdraw their money when they want to.

    Regulation

    Community Share Offers are regulated by the Financial Conduct Authority . Societies must comply with relevant legal requirements, including those related to issuing shares and conducting financial promotions.

    Equal Care's Community Share Offer

    Equal Care successfully completed two community share offers; the first was to fund the start-up phase of the co-op, and the second was to raise capital during difficult financial circumstances during the Covid-19 epidemic.

    This below investment prospectus document was produced to promote Equal Care's first offer. It is very comprehensive and illustrates the amount of work required to produce a high-quality proposal that is appealing to investors.

    Why we use the Teams model

    Putting relationships at the heart of care

    At Equal Care, we believe that care works best when it's built on trust, mutual respect, and meaningful relationships. That’s why we support people to form their own Teams: small, personalised groups made up of the people they choose to support them.

    Rather than a rota planned in a distant office, or unfamiliar staff sent to your door, the Teams model gives control and connection back to where it belongs: with the people giving and receiving support.


    What Teams offer

    1. Real choice over who is in your life Team Owners (the people receiving support) choose who supports them. It might be family, friends, volunteers, or paid workers, and no one is added without mutual consent. This creates relationships that are chosen, not assigned.

    2. Flexibility and responsiveness Because Teams agree arrangements directly with each other, it’s much easier to adapt. Need to move a visit or change how support is delivered? You don’t need to wait for someone in an office to approve it; you just talk to the people in your Team.

    3. Shared responsibility, shared power Everyone in the Team contributes, including family members, friends, and peer supporters. Roles and responsibilities are made visible using "team hats" on our platform, which means unpaid work isn’t invisible, and everyone’s contribution is recognised.

    4. Autonomy and dignity Team Owners are not treated like service users or patients. They lead their team to the extent they want to: shaping how things work, or delegating decisions if they prefer. The system fits the person, not the other way around.

    5. Better support, built on knowledge Team members who know the person well are more likely to notice changes, get the details right, and respond appropriately - from the way someone likes their tea to signs that something’s not quite right.

    6. A space for growth Teams offer space to learn: about each other, about care, and about how to work co-operatively. People build skills they might not have developed in more traditional care settings.


    What makes this different?

    The Teams model is a radical departure from most care agency models. Here's how it compares:

    Traditional Care Agencies
    Equal Care Teams

    Why it matters

    The Teams model doesn’t just improve outcomes; it transforms someone's entire experience of care.

    When people know who’s turning up, feel listened to, and are treated as full human beings rather than cases or clients, care becomes something relational and life-giving. When those giving support are respected, trusted, and given autonomy, the quality of their work improves too.

    This model restores what’s so often missing in traditional care: trust, connection, choice, and dignity.

    Financial Conduct Authority (FCA)

    The Financial Conduct Authority (FCA) plays several key roles regarding co-operative community share offers in the UK.

    If you’re running or planning a community share offer in the UK, the Financial Conduct Authority (FCA) plays an important role.

    It oversees the registration of co-operative and community benefit societies, ensures they comply with legal requirements, and provides guidance on fair practice. While not every share offer needs direct FCA approval, it’s essential to understand how they support transparency, regulation, and investor protection.

    You can find more detail on the FCA's official website.


    What the FCA Does

    📋 Registering Co-operatives

    The FCA is responsible for registering co-operatives and community benefit societies under the . This ensures your co-op is legally constituted and governed in line with co-operative principles.

    ✅ Ensuring Regulatory Compliance

    Once registered, co-ops are expected to follow their own rules and the wider regulatory framework. The FCA checks that your organisation is financially well-run and legally compliant.


    When You’re Raising Money

    📣 Community Share Offers

    If you're planning a community share offer, the FCA may need to review your offer documents — especially if the offer is large or complex. They will check that what you’re presenting is:

    • Clear and accurate

    • Honest about risks and rewards

    • Fair to potential investors

    While a full prospectus isn’t always required, you may need one depending on the size of your offer or how widely it’s promoted.


    Investor Protection

    🔍 Fair Marketing

    The FCA ensures that share offers are not misleading. Marketing must be factual and avoid overpromising. They can take action if investors are misled.

    🛠 Redress Mechanisms

    If an investor feels they’ve been misinformed or treated unfairly, the FCA provides ways for them to seek redress.


    Support and Resources

    🧰 Guidance for Societies

    The FCA provides guidance notes and resources to help co-ops structure their offers well — covering governance, communication, and transparency.

    🎓 Educational Materials

    They also publish materials to help both organisers and members understand the rules, risks, and responsibilities of participating in a co-op share offer.


    Ongoing Oversight

    🔁 Monitoring

    Even after your offer is complete, the FCA will review your annual returns, financial statements, and any rule changes to ensure continued compliance.

    ⚠️ Enforcement

    If something’s not right, the FCA can take enforcement action. This might include fines, restrictions, or - in serious cases - deregistering the society.


    Transparency and Public Records

    The FCA keeps a of co-operatives and community benefit societies, where you can find:

    • Annual returns

    • Financial information

    • Registered rules

    This helps to promote trust, accountability and openness within the co-operative sector.

    Implementing co-production

    Implementing co-production involves creating a collaborative environment where service users and providers work together as equal partners throughout the planning, design, implementation, and evaluation of services.

    Here’s a step-by-step guide to implementing co-production:

    1. Establish a Co-Production Mindset
    • Educate and Train: Everyone involved needs a shared understanding of what co-production is and why it matters. This means providing time and space to learn through training, discussion, reflection and stories from experience.

    • Foster a cultural shift: Co-production only works when mutual respect, openness and collaboration are actively practised - especially by those in positions of leadership. Change begins with modelling these values.

    2. Engage Stakeholders
    • Identify who needs to be involved: This includes people with lived experience, those giving care and support, friends and family members, health and care professionals, and others in the community.

    • Build relationships: Before decisions or plans are made, there needs to be trust. Informal conversations, community gatherings or workshops can create the space for people to get to know one another, share expectations and begin to work together.

    3. Set Up Structures and Processes
    • Create co-production teams: These groups should reflect a mix of voices and perspectives including people who use services, those delivering them and others in support roles.

    • Define roles and responsibilities: Everyone needs to know what they’re there to do and how decisions will be made.

    4. Joint Planning and Design
    • Assess needs together: Collaborative needs assessments help surface priorities and focus areas that may not have been visible from one perspective alone.

    • Set shared goals: Clear, achievable goals co-created by everyone involved help anchor the work and guide decisions.

    5. Shared Decision-Making
    • Choose how decisions will be made: Consent or consensus-based decision-making ensures no one is left out of the process. This takes more time, but leads to stronger outcomes.

    • Stay transparent: Keep decisions open, documented and accessible. When people can see how choices were made, trust builds and accountability is clearer.

    6. Collaborative Implementation
    • Develop action plans together: Everyone should have a hand in shaping what happens next; agreeing who is doing what, by when, and how progress will be tracked.

    • Allocate resources fairly: Ensure time, money and support are distributed in ways that allow for real participation from everyone involved.

    7. Ongoing Feedback and Evaluation
    • Make space for feedback: Create regular, safe opportunities for people to share how things are going. Then act on that feedback in meaningful ways.

    • Measure together: Use agreed measures to check what’s working and what isn’t. Involve everyone in making sense of the findings.

    8. Sustainability and Scaling
    • Keep people involved: Show how their contribution makes a difference. Celebrate progress. Stay in touch.

    • Grow skills and confidence: Offer continuing support and opportunities for development, so that people can deepen and strengthen their role in co-producing.

    Circle Hats - Operational

    These are operational Circle Hats developed at Equal Care to help the co-op run smoothly day to day. Each hat supports a key area of work - from welcoming new members, to safeguarding, to keeping on top of finances - and is usually taken on by one or more people in each Local Circle.

    👥 Coach

    In Equal Care, a Coach supports people and teams to self-manage effectively and safely. This is a role grounded in trust and development. Coaches are there to problem-solve, hold difficult issues, and provide skilled support when a team or Circle hits a block. Many Coaches also hold formal responsibilities, for example, the Registered Manager role required for regulated support. Other Coaches may focus on clinical needs, strategy and growth, or business development. They help people reflect, grow, and uphold Equal Care’s legal and values-based responsibilities. They are not there to manage the day to day running of Teams or Circles but can become the ‘Concern-Holder’ or the ‘Problem-Decision-maker’ for issues that a team or circle is having trouble resolving, such as addressing difficulties with staffing, safeguarding or training for example.

    🚀 Team Starter

    In Equal Care, the Team Starter welcomes new people looking for support and helps build their team, ready for launch! They carry out Supportive Conversations, build trust, complete profiles and trust assessments, and match the person with others who will form their team. A good Team Starter uses intuition and grounded practicality to build strong, empowered teams that can run without them. Once the team is self-managing, the Team Starter steps back, handing over external relationships and support needs to others in the team.

    More detail on the Team Starter role can be found under Teams .

    💬 Recruiter

    Our recruiters help bring new care and support workers into the co-op. They carry applicants from first contact all the way through to onboarding. They host welcoming conversations, organise and chair interviews, and guide people through onboarding with kindness, clarity, and care. They are responsible for ensuring that new joiners understand Equal Care’s values, systems and culture, and they help match new people with the right teams.

    📊 Numbers Tracker

    The person wearing this hat tracks and shares the Circle’s financial health and impact. This person helps the Circle understand how things are going, sharing key updates about budgets, spending and activity. They coordinate with Equal Care’s finance team, support the approval and payment of invoices, and help others in the Circle engage with the co-op’s numbers in a transparent and grounded way.

    🛡️ Safeguarding Lead

    Our approachable first point of contact for concerns or worries, this person helps Circle members feel safe enough to raise concerns. They listen carefully, follow up sensitively, and are alert to signs that something might be wrong: even when concerns come in as “just a feeling.” They stay in touch with Equal Care’s safeguarding team, attend training, and help others understand and uphold the co-op’s safeguarding approach.

    🧯 Health, Safety & Wellbeing Lead

    The person wearing this hat keeps everyone safe and supported at Circle gatherings and events. They ensure risk assessments are done, housekeeping is clear, and people feel confident and cared for in shared spaces. The person in this hat also supports emotional safety: helping the group agree on norms around confidentiality and respectful interaction. They’re a key presence in creating a healthy culture.

    💊 MAR Admin

    The MAR Admin holder supports medication documentation across all teams in the Circle. This person helps keep the Medication Administration Records (MARs) accurate and up to date. They liaise with MAR Admins in individual teams, prepare printed copies, flag concerns, and ensure proper oversight. This hat requires medication training and close attention to detail. It helps bridge the gap between teams and the co-op’s legal duties around medicine.

    Commons-based Care: the Context

    Testing a localised, commons-rooted model of care - and how to learn from it

    This evaluation framework was developed during a 2023–2024 project piloting a commons-based home care model in Hackney, funded by the London Office of Technology and Innovation (LOTI).

    LOTI’s innovation fund offered up to £200,000 for councils to collaborate with third- and private-sector partners on new approaches to social care. Our London Circle partnered with Hackney and Southwark Councils and secured £100,000 to develop the UK’s first care model built on commons principles, aiming to activate grassroots care networks at a hyper-local level.


    The role of Our London Circle

    Our London Circle, formed in 2020, works with community groups to build Community Care Circles that meet local care needs. These groups use Equal Care’s tech platform and support to develop cooperative care services rooted in the neighbourhoods they serve.

    In early 2022, the team began organising with residents and groups in Clapton, Hackney. After a year of groundwork, the Clapton Care Circle of Equal Care was formed, co-producing a new vision for care and support in the area. Funding remained a barrier until LOTI’s opportunity gave the project momentum, supporting the transition from local organising to regulated service delivery.


    What the pilot set out to do

    The pilot, which ran from April 2023 to September 2024, involved members of the Clapton Circle and Equal Care’s operations and growth team in Calderdale, Yorkshire. Together, they worked to:

    • Build a hyper-local network that could support and resource five self-managing care teams

    • Co-produce an evaluation framework for commons-based care with people giving and receiving support, local authority partners and community members

    • Develop new features on our tech platform to empower other groups across the UK to create their own commons-based care services

    • Create a

    It also helped that the pilot took place in and around Clapton Common, supported by Clapton Commons, a place-based community development organisation. What better name for this new way of working than a commons-based model of care?

    A framework for learning, not just proof

    Given the short-term nature of the project, the goal of developing this evaluation framework was formative, not summative. The focus wasn’t on proving success but on learning in real time: trialling different tools, reflecting on what worked (and what didn’t), and adapting as we went.

    The result is a framework designed to grow and evolve, shaped by the experience of building a new care model from the ground up - one that can now be used and adapted by other teams, services and communities exploring commons-based care.

    8. Stepping Back: Team Independence

    A key part of the Equal Care model is that teams don’t stay dependent on one central organiser. Instead, the people closest to the care relationship are supported to take ownership of it. The Team Starter’s role is temporary by design: they are there to help the team build enough trust, confidence and coordination to begin running itself.


    ✅ Signs the team is ready

    There’s no exact checklist, but common indicators include:

    • Essential hats are held by team members (not the Team Starter)

    • The rota is running consistently and well

    • Communication is active and respectful - issues are raised and addressed

    • Everyone knows who’s doing what and how to find information

    • The person getting support (or their advocate) is involved and informed

    • The team is welcoming new members with minimal external help


    🔄 What the Team Starter does at this stage

    Rather than a sudden cut-off, the Team Starter gently reduces their involvement:

    • Checks in with hat holders to make sure they’re confident

    • Shares reminders about where to find help if needed (Coach, safeguarding lead etc.)

    • Signposts team resources (e.g. policies, platform guides, rota tools)

    • Passes on any remaining external contacts (social worker, referrer etc.)

    The tone is warm, respectful and celebratory. The team is trusted to carry on, with support in the background if needed.


    💬 The final message

    The Team Starter usually sends a message to the Team Chat (or agrees another method with the group), which might say something like:

    “Hi everyone! I just want to say how great it’s been to work with you all in building this team. I’ll be stepping back now and leaving you in each other’s brilliant hands. I’ve made sure everything’s in place and you know where to go for support if anything comes up. Big thanks to each of you for the part you play. Equal Care is here in the background whenever you need us.”


    🧭 What support is still available?

    Even after stepping back, teams are never on their own. Support continues through:

    Support
    Who to contact

    Everyone in the team can reach out, not just the Team Owner or one key person.

    Radical Candour

    Speaking truth with care: how we navigate difficult conversations together

    In social care, difficult conversations are often part of the work: moments that call for honesty, vulnerability and bravery. These can involve sensitive topics, personal boundaries, or situations where something isn’t working as it should. While the instinct might be to avoid these conversations, naming things clearly - with care - is essential to building trust and ensuring high-quality, respectful care and support.

    At Equal Care, we use an approach called Radical Candour to help us do this well.

    A Quick Guide to Radical Candour

    What is Radical Candour?

    Radical Candour is a communication approach developed by Kim Scott, which asks people to do two things at once:

    • Care Personally – to show real, human concern for the other person

    • Challenge Directly – to be honest, specific and clear in offering feedback or raising concerns

    It’s about offering support and speaking up. It’s about building relationships where people can grow, make mistakes, and hear what they need to hear - not just what they want to hear.

    The main things to bear in mind when using radical candour:

    • Ask for feedback before offering it Listening creates space for mutual growth.

    • Be specific and sincere Vague praise or criticism doesn’t help anyone.

    • Keep the focus on care and growth The goal is not to win the argument, but to strengthen the relationship and the work.

    • Make the intent clear Explaining that Radical Candour is being used can help ease tension and open up understanding.


    The Radical Candour Framework

    The model maps four different communication styles based on the balance of care and challenge:

    • Radical Candour: High Care + High Challenge Honest and respectful feedback. Saying the difficult thing because it matters.

    • Obnoxious Aggression: Low Care + High Challenge Blunt or harsh delivery without concern for the other person.

    • Ruinous Empathy: High Care + Low Challenge Avoiding honest feedback to spare feelings, which often causes more harm in the long run.


    Practising Radical Candour at Equal Care

    Radical Candour works with small numbers of people. Two is best, four is generally a maximum before it stops being useful.

    We work with Radical Candour Agreements, which is a simple, private and personal agreement made between two people which lays out:

    1. The principles of how we will work together. The more specific and the weirder the better, for example, "sarcasm is okay".

    2. A table with What's Okay in one column and What's Not Okay in the other column. For example, 'What's okay' could include 'Taking a day to get back to me on the chat'. What's not okay could include 'drunken text messages unless they're just to say how much you love me' (really!).

    A radical candour agreement is not 'HR'. They are best made where conflict is not present or has been fully resolved through normal problem-solving channels. They are private documents shared only between the people who made the agreements together. Sometimes it can be useful to have another person there to facilitate the agreement and write it out, but it's not necessary.

    They are an opportunity for people to be real with one another, to lay out what really annoys them and what kind of situations they'll be their best and worst selves in. It can be quite a cathartic and vulnerable process and is an incredibly useful preventative tool to avoid conflict and collaborate together well.


    Why we use it

    Across Equal Care - from team dynamics to circle governance to 1-to-1 support - Radical Candour helps us to be more honest and more human. It supports strong working relationships, better outcomes, and a shared sense of trust. Difficult conversations are still difficult, but we don’t shy away from them. Instead, we approach them with clarity, compassion and care.

    Social Climate as a Key Evaluative Lens

    Social Climate, a concept pioneered by Professor Rudolf Moos (Stanford University), describes the prevailing atmosphere within any group setting—whether a school, workplace, hospital, care home, or therapeutic community—and the ways that atmosphere shapes individual behavior, well-being, and outcomes. By examining how people perceive inclusion, safety, support, and shared purpose in their everyday interactions, Social Climate helps us identify both strengths to build on and areas needing improvement. In practice, assessing Social Climate can:

    • Enhance Engagement and Learning – In schools, a supportive, inclusive climate boosts student participation and achievement.

    • Strengthen Therapeutic Outcomes – In treatment settings, trust and safety within the group accelerate recovery and personal growth.

    • Improve Care Environments – In home-care or residential settings, a positive climate fosters respect, autonomy, and coordination among residents, family members, and staff.

    To align a Social Climate assessment with our Theory of Change and care model, we’ve tailored Moos’s dimensions around five core principles:

    1. Relationship-Centered Care

    2. Sociocratic Governance

    3. Multi-Stakeholder Ownership

    4. Co-Production

    Rather than treat these in isolation, our framework examines how they interact—and how power dynamics influence whether these values are genuinely lived.

    Key Dimensions of Rudolf Moos' Social Climate and how it looks in our model and evaluation framework

    Dimension
    Key features
    In our model
    In our framework

    We’ve embedded these dimensions into our custom Social Climate Survey —a tool that allows teams, circles, and the co-op at large to track progress, surface emerging issues, and guide iterative improvements.

    📊 Learn more. For full details on our Social Climate Framework and survey tool, click .

    References

    Moos, R. H. (2003). Social contexts: Transcending their power and their fragility. American Journal of Community Psychology, 31(1-2), 1-13.

    Moos, R. H. (2003). The Social Climate Scales: A User’s Guide. Menlo Park, CA: Mind Garden, Inc.

    Formation

    The slow route and the less slow route

    Every Circle in Equal Care is different as they are shaped by the people in it, the community around it, and the work it’s doing. There’s no blueprint or “one right way” to form a Circle. But there are a few shared principles we come back to time and again.

    1. Purpose is co-created

    Each Circle begins by revisiting its purpose together. This isn’t about copying what’s come before, but about blending local needs with the wider mission of the co-op. The process of forming purpose is part of forming trust.

    Circles

    Most organisations have pretty rigid hierarchies. Most of us are used to supervisors, managers and deputy managers, and we are used to having to having to speak to the person on the ‘level above us’ before we can communicate with anyone higher than them. Organisations like this are often illustrated like a long line or a pyramid, with the end result the same: that there’s often a distance between you, the person doing the task itself, and somebody that you need to speak to about it.

    At Equal Care we share responsibility between those who are the best placed to make the decisions, namely the care and support workers themselves. That’s why we organise ourselves using Circles.

    Circles are small groups of people with a shared purpose and responsibility. Everyone in the Circle is treated equally. People might have different roles, but everyone’s voice matters, and everyone is involved in the decisions being made.

    Using Circles means that the decisions we make are far more likely to be:

    • High-quality

    Proposals

    How Circles make decisions with input and integrity

    At Equal Care Co-op, most decisions are made by Circles: either the main Circle or one of its sub-Circles. Circles have the autonomy to decide within their own domain (area of responsibility), but they’re also expected to seek out and listen to input - especially when a decision could have a wider impact.

    This section outlines how Circles gather input, how individuals can give feedback or appeal a decision, and how proposals are created and developed.


    When a Circle receives a question or proposal:

    Restrictions on investment

    If you’re considering launching a community share offer or investing in a co-operative, it’s important to understand the legal and structural restrictions involved. These rules are designed to:

    • Keep co-ops focused on their social or community mission

    • Protect investors from undue risk

    • Support fair, democratic ownership

    This page gives an overview of the key restrictions you need to be aware of in the UK context.

    Interviews and workshops

    What did we do?

    We conducted a total of 13 semi-structured interviews with people in various roles, including:

    • Care workers

    Group activities

    We organised group activities at two key points in the evaluation process. These sessions brought together care workers, people receiving support, family and friends, volunteers, community members, and local partner organisations. The aim was to ensure that participants helped shape what was measured - and how - and had a chance to reflect collectively on what had been learned.


    Group Activity 1: Co-producing our Theory of Change

    In May 2023, we held a participatory workshop to map out our Theory of Change. Participants included care receivers, their families and friends, Equal Care workers, local volunteers, community members, and partner organisations.

    Social Climate Survey

    What did we do?

    We developed a bespoke Social Climate Survey tailored to the values and dynamics of our cooperative care model. The survey was grounded in a social climate framework that recognises the unique interplay of:

    • 🫂 Relationship-centred care

    Evaluation Challenges

    Evaluating a commons-based, hyper-local model of home care is far from straightforward - and that’s a good thing!

    Why? Because we’re not trying to measure a single intervention or a top-down service. We’re trying to understand the ripple effects of a model that weaves together care, community, co-production, and power-sharing. A model that aims to do a lot at once: build relationships, shift culture, improve lives, and distribute responsibility more fairly.

    This complexity makes the work more rewarding, and the evaluation more challenging. Here are some of the key hurdles we’ve encountered, grouped into three areas: methodological, ethical, and logistical.


    Well-being, Relationships & Belonging Outcomes

    Wellbeing Levels / Care-giving Relationships / Group Unity & Cohesion / Community Connection & Belonging

    One of the organisers describes how "at one point we realised that the main thing we were able to offer was solidarity, love, belonging and connection.' One of the original ideas was to give people, particularly volunteers, material incentives for regular commitment in the form of wellbeing-related resources like free swims or coffees. But across the interviews, participants emphasize that the main incentive for them was connection and friendship. Meetings were deliberately run in a way that created opportunities for emotional connection. The organisers created check-in spaces where people could share their feelings or their hope and facilitators would always open a space by asking people to reflect on a question: "how was your week today?" or "share three things you liked this week."

    One of the Care Owners spoke in her interview about the importance of the project taking place on a hyper-local level, both in terms of relationship and the practical logistics:

    I was very inspired by the idea of local people doing local work. I never understood why Hackney council would try to employ a Tower Hamlets care worker. Think about it, if its bad traffic they are gong to be a week late. So not only did I believe in the idea of keeping thing local and building community. I also believed, on a practical level, that this would work.

    An important benefit of this 'place-based' approach is that care workers and care receivers may have connections and relationships to one another beyond or outside of their official care role because they are part of the same community. For example, one of the paid organisers described in an interview how one of the most successful matches was between a care worker whose grandmother was a friend and fellow congregant of the care receiver. They reflected that this might be a generative approach to explore, trying to offer jobs to people who are already part of someone's informal care networks. The advantage here is that trust and a sense of mutual responsibility have already been built.

    Growth Outcomes

    Individual Development / Individual Change Agency / Independence & Autonomy / Inclusion & Participation / Learning & Skills Development

    Many interviewees emphasized the way in which Equal Care places value on individual agency and growth. This came through most strongly when explicit comparisons were made between traditional care agencies in the private sector:

    Social services is a bit like getting a parcel from amazon. Its a totally passive thing, no relationship. Equal care does things differently. It tries to look at the person and try to ask questions about what they actually want and need. Everyone has different care needs.

    The Amazon metaphor that this Care Owner uses to describe her previous experience of care service is revealing on two levels. Firstly it conveys the 'impersonal' or anonymised nature of the interaction, where instead of a relationship there is just a consumer transaction, the handing over of a product. The reference to a corporate platform is also significant in relation to the increased automization of care services as digital tools are deployed to monitor and control every move of care workers, reducing their role to a series of quantifiable tasks.

    The importance of recognising that different people have different care needs came across strongly in many of the interviews. One of the care owners spoke about the importance of making sure that there is a good match between the care worker and care receiver in terms of specific skills and experience that might be important e.g. being able to provide support using digital technologies. She also emphasized the importance of compatibility in terms of interests, personality, energy and other characteristics: "you don't put a highly organized neat freak with a scatty person." To illustrate the lack of agency or flexibility that existing within normal care services, one of the Care Owners shared an anecdote from a conversation with a friend who was using an NHS trust:

    Local job boards or community noticeboards

  • Your website and email list

  • Opportunity to co-own and shape the organisation

    Develop shared ground rules: Set expectations for how people will interact, communicate and listen to one another, with care and curiosity at the centre.

    Design solutions collaboratively: Whether through workshops, co-design sessions or creative planning methods, ideas should emerge through shared insight - not pre-set agendas.

    Adapt and improve: Co-production is never finished. Services, relationships and needs change. Flexibility and reflection are built-in features, not add-ons.

    Scale with care: When something works well, it can be adapted and extended so long as the core values stay intact and the process is shaped by each new context.

    Cultural Compatibility: Are interactions and offerings tailored to individual values, traditions, and preferences?

    Safety and Independence: Feeling safer in one’s environment, increased confidence to live independently, and reduced reliance on external support.

  • Social Connection: Greater participation in community life, deeper engagement with family and peers, and reduced isolation.

  • Social Connection: Frequent, ongoing contact with peers, family, or community volunteers to prevent isolation and foster well-being.

    Check the domain First, the Circle checks: Is this within our area of responsibility? And if so, Is it a major decision — one with broad impact or complexity?

  • Decide how to respond The Circle can:

    • Make the decision directly

    • Do research

    • Ask for opinions (formally or informally)

    • Send the question to another Circle

    • Appoint a Helping Circle to explore the issue and make a recommendation

    • Host a Community Conversation for input

    How much input the Circle gathers depends on the issue’s size, complexity, and potential for disagreement.


  • Giving input and being heard

    • Anyone can share input with any Circle member, at any time

    • Anyone can ask to attend a Circle meeting (even if they’re not a member) to be heard on a particular issue

    • All meeting minutes are public and include a record of past decisions and upcoming topics


    Appealing a Circle’s decision

    If a community member strongly disagrees with a Circle’s decision, they can appeal — but it takes three unrelated people to do so.

    Here’s how it works:

    1. The three people bring their appeal back to the original Circle for review and response (in one session).

    2. If no resolution is found, they seek support from Care and Counsel, along with the Circle’s delegates (within two sessions, unless extended by consent).

    3. If that still doesn’t resolve things, the appeal moves to the next broader Circle.


    Creating or revising a policy

    When a Circle sees the need for a new policy (or to revise an old one), the process might follow all — or just some — of the steps below, depending on how complex or controversial the issue is.

    Step-by-step process (for complex proposals):

    1. Form a picture The Circle discusses the issue and gathers initial reactions or ideas.

    2. Choose a lead One person is nominated to lead the policy-writing or revision process.

    3. Notify the community The lead shares that a revision is happening, includes a copy of the existing or draft policy, and invites feedback. A deadline for input is included.

    4. Gather input Input could come from:

      • One-to-one conversations

      • Surveys

      • Community Conversations

      • Research

    5. Draft the policy (Version 1) The lead writes a first draft and shares it with the Circle for feedback.

    6. Revise and share (Version 2) The draft is revised and shared more widely with the community.

    7. Circle review The Circle discusses, amends and prepares for approval.

    8. Final community input The near-final draft (Version 3) is published with a deadline for final input, and a date is shared for when the Circle will make its decision.

    9. Incorporate input The lead collects final feedback and writes a final draft (Version 4).

    10. Make the decision The Circle uses consent to approve the policy, including term length and how it will be measured.

    11. Announce and document The final policy is added to the Community Agreements document and recorded in Circle meeting minutes.


    This process ensures proposals are developed collaboratively, reflect the needs of the wider community, and are aligned with the Circle’s purpose and responsibilities.


    💷 Capital Limits

    Individual Investment Caps

    In most co-operative societies, there is a legal cap on how much a single individual can invest - currently £100,000. This helps prevent any one person from having disproportionate financial influence. 🔹 Note: This cap doesn’t apply to other co-ops investing — only individuals.

    Capped Returns

    Co-operatives often limit the return on investment to ensure the focus stays on community benefit, not personal profit. Any dividend or interest paid is usually modest and set at a level the business can reasonably afford.

    👥 Membership Requirements

    Investment is Member-Based

    In most cases, you need to be a member of the co-op to invest. This reflects the idea of shared ownership and mutual benefit.

    One Member, One Vote

    Regardless of how much you’ve invested, everyone gets just one vote. This preserves the democratic foundation of co-operatives - no buying your way to control.

    🛡 Regulatory Compliance

    Oversight by the FCA

    The Financial Conduct Authority (FCA) registers co-operatives and ensures they comply with legal requirements. This includes reviewing share offers for transparency and fairness. 👉 See also: Financial Conduct Authority (FCA)

    Prospectus Rules

    If your share offer is large or being promoted to the general public, you may need to prepare a formal prospectus that details your finances, purpose, risks and governance.

    🎯 Purpose and Use of Funds

    Funds Must Serve the Co-op’s Purpose

    Money raised through share offers should go towards activities that benefit the co-op and its members - not be diverted to unrelated investments or external ventures.

    Asset Locks (Community Benefit Societies)

    If your organisation is a community benefit society, it may include an 'asset lock'. This means the society’s assets must be used for community good and cannot be sold off for personal gain, even if the society dissolves.

    🪙 Types of Shares

    Withdrawable Shares

    Most community shares are withdrawable, not transferable. This means they can’t be sold to someone else but can be withdrawn (i.e., repaid by the co-op) under agreed conditions.

    Non-Speculative Investment

    These are not speculative shares. You’re not buying into a rising stock price. The value of your shares generally remains stable and is returned at face value if withdrawn.

    💼 Tax Considerations

    Tax Relief Opportunities

    Some co-ops may be eligible for schemes like the Seed Enterprise Investment Scheme (SEIS) or Enterprise Investment Scheme (EIS). These offer tax reliefs to investors -but only if specific eligibility criteria are met.

    Tip: Seek pre-approval from HMRC before advertising SEIS or EIS eligibility in your offer.

    Tax on Returns

    If you earn interest or a dividend from your shares, it may be taxable. The co-op should be clear about your responsibilities here.

    ⚖️ Ethical and Legal Boundaries

    Ethical Investment Restrictions

    Many co-ops choose to avoid investing in industries or sectors that don’t align with their values (e.g. arms, fossil fuels, fast fashion). This is often written into their governing rules.

    Legal Structure Matters

    Whether you're set up as a co-operative society or a community benefit society (BenCom) affects how investments are managed, what kinds of returns can be offered, and how your surplus is used.


    If in doubt, it's always worth seeking legal or financial advice before issuing or investing in community shares - especially when navigating regulations and investor protections.

    For more on this, see Community Shares Unit for helpful guidance.

    Care owners
  • Volunteers

  • Circle members

  • These conversations took place either online or in person depending on accessibility needs, and lasted between 45 and 90 minutes. Each participant was asked a shared set of core questions, with additional tailored questions depending on their role in the project.

    Interview guide
    • Can you tell me the story of how you got involved in this project?

    • Can you describe a time that you felt good about this project? (excited/hopeful/proud)

    • Can you describe a time you didn't feel so good about this project? (frustrated/uncertain/disappointed)

    • If you could give advice to someone who was about to embark on a similar project, what would it be?

    • In a dream world, what would you like the Clapton Care Circle to look like in 5 years’ time?

    We used OtterAI, a free transcription tool, to transcribe both online and in-person interviews. We then reviewed the transcripts to identify recurring themes across participants’ experiences. These were later colour-coded and cross-referenced with the three main Outcome Domains of our Theory of Change:

    • 🌱 Growth

    • 🤝 Co-production

    • 💞 Well-being, Relationships & Belonging

    We also conducted two in-depth interviews with project leads from the Clapton Care Circle:

    • Luke, Team Starter

    • Aga, Commons Organiser

    These took place over roughly 6 hours across multiple days. For each of the 43 Outputs in our Theory of Change - across Platform, Circles, Teams, and Commons - we asked:

    • What did you do?

    • What did you learn?

    • What are your recommendations?

    In addition to one-to-one interviews, we facilitated four reflective group activities. These sessions were designed to surface shared experiences and perspectives, allowing participants to reflect together on challenges, learnings, and aspirations. They helped to validate or expand on the themes identified in interviews and connected more directly to our collective values around co-production.


    Why did we use this evaluation tool?

    Semi-structured interviews are particularly effective for:

    • Gathering qualitative, first-hand insights from diverse participants.

    • Exploring how people feel about their experience of care and involvement in the project.

    • Testing the assumptions in our Theory of Change by inviting participants to narrate changes in their lives or work.

    • Giving participants a voice in the evaluation and reinforcing a culture of listening.

    They also support relationship-building, helping people feel seen and heard in a way that’s hard to replicate in other formats.


    Challenges: Being aware of confirmation bias

    As with any method grounded in open-ended dialogue, there are risks of confirmation bias, where results might unintentionally reflect our assumptions rather than what participants truly express. We identified a few key risks:

    • Predefined questions might nudge participants toward expected themes or familiar narratives.

    • Selective analysis could focus too heavily on content that aligns with our Outcome Domains, missing insights that don’t fit neatly into those categories.

    • In-depth staff interviews may be influenced by internal perspectives that lean toward success stories.

    • Interpretation bias may lead us to hear what we want to hear, especially in ambiguous or nuanced statements.

    To address the challenges raised above, we took a reflective and iterative approach to analysis. We revisited transcripts multiple times, actively looked for contradictions or unexpected findings, and discussed emerging themes in a small evaluation working group. We acknowledge that no method is neutral—but through this process, we tried to remain open, curious, and honest in our interpretation.

    🧭 Sociocratic governance

  • 🧑‍🤝‍🧑 Multi-stakeholder ownership

  • 🤝 Co-production

  • Our goal was to reflect the lived experiences, values and aspirations of care recipients, care workers, families and volunteers, and ensure our service environment supports a genuinely inclusive and empowering climate.


    What did we base it on?

    We drew on a range of existing validated tools, adapting them to fit our cooperative structure and principles:

    • Short Warwick-Edinburgh Mental Well-being Scale (SWEMWBS) A concise 7-item scale for measuring positive mental well-being, from optimism to social connection.

    • Person-Centred Care Inventory (PERCCI) A tool developed in partnership with people using care services to evaluate how well the service understands, involves and builds relationships with them.

    • Team Climate Inventory (TCI) A scale for understanding how team environments support trust, participation, innovation and shared goals.

    • Group Environment Scale (GES) Measures the quality of relationships, opportunities for personal growth, and how systems maintain or adapt within group settings.

    However, none of these fully captured our cooperative governance, shared ownership, or co-production focus - so we adapted and expanded them into something new.


    How did we design it?

    We took an iterative and participatory approach, testing early drafts with participants and co-producing later versions together.

    We also tailored the survey for four groups:

    • Family members

    • Care workers

    • Circle/team members

    • Volunteers


    Why did we use this tool?

    Surveys have limits - they don’t build trust in the way interviews can. But they do allow us to:

    • ✅ Include more people, beyond those selected for 1:1 interviews

    • ✅ Invite wide reflection on relationships, service experience, and community life

    • ✅ Create shared ownership of insight and learning

    To avoid extractive use of people’s insights, we shared the results with everyone who completed the survey, and hosted collective workshops to explore the findings together.

    This approach made the survey itself part of the process of building awareness and deepening relationships in our care model.

    Methodological Challenges

    🛣️ Many outcomes, many directions

    We're not just looking at whether someone received a service - we’re interested in outcomes around belonging, well-being, shared decision-making, and community resilience. These aren’t easy to capture with a simple metric or a survey tick-box.

    ❓What’s causing what?

    In a real-world setting, it's tricky to isolate which changes are the direct result of our model. Social outcomes are influenced by countless variables and it takes time and careful design to understand how our work fits into the bigger picture.

    📐Measuring the intangible

    How do you measure trust? Or community connection? Or the feeling of having a say in your care? These outcomes matter deeply to us, but they don’t always fit into conventional evaluation frameworks.

    🔢 Standardising data (without flattening nuance)

    We gather insights from many sources: team members, care receivers, circles, volunteers, community partners. Creating consistent data without losing context is an ongoing balancing act.

    ⏳ It’s a long game

    Some of the biggest changes - like reducing social isolation or shifting power - may only emerge over time. That means we need long-term tools, not just short-term snapshots.


    Ethical Challenges

    🔐 Privacy and dignity

    We work with people’s lives, not just numbers. Protecting personal information and ensuring consent isn’t just a box-tick - it’s part of respecting each person's autonomy.

    💬 Informed, inclusive participation

    Evaluation should never feel extractive. That means being transparent about what we’re asking, why, and how it will be used and designing accessible, culturally-sensitive tools.

    ⚖️ Navigating different perspectives

    What matters to a care worker might differ from what matters to a commissioner or a family member. Our evaluation approach must hold space for these different priorities without flattening or ignoring them.


    Logistical Challenges

    🪴 Scaling and adapting

    How do you keep something deeply local and relationship-driven while expanding to other places? Evaluating this requires us to ask not just “does it work?” but “how and why does it work - and could it work elsewhere?”

    🧾 Resources and sustainability

    Evaluation takes time, people, and money. That means building it into how the service is run - not bolting it on after the fact.

    🧠 Training and support

    People delivering and participating in care need the tools and confidence to also contribute to evaluation. That means training in data collection, reflection, and using findings to shape practice.

    📊 Managing complex data

    When your model values relationships, shared responsibility and lived experience - your data reflects that. It’s rich, but messy. We need systems and methods that can do justice to the complexity.

    🧑‍🤝‍🧑Genuine community engagement

    Evaluation shouldn’t be something done to the community. It should be something we do together; building on the same principles of trust, autonomy, and co-creation that underpin our care model.

    Putting learning into action

    Lastly, having used the evaluation tools and analysed the data, putting any learning and insights into action requires resources and commitment. It’s not enough to generate knowledge – we need the capacity, time and organisational willingness to reflect, adapt, and make meaningful changes.


    If we’re serious about creating care that’s co-owned, deeply rooted, and built on trust, then we need evaluation frameworks that match. That means embracing complexity, staying open to learning, and holding ourselves accountable to the people we serve.

    The positive relationships within the Equal Care teams and across the coop were also a key theme in the interviews with workers. The workers described the working relationships and practices within Equal Care Coop as "organic", "natural" and "flowing" in a way that supports collective problem solving. As one worker comments: "I think that everyone takes on the kind of responsibility [they want to], and what they like and what they can do.

    In contrast with the transactional, 'Amazon' model of care provision, the care workers interviewed emphasized the less tangible social and emotional needs of clients:

    I feel like a lot of my roles with her [the client] are more companionship than entirely personal care... what I've gathered from some of my conversations with her is that with a lot of carers outside and other companies, its like if its not stated in their role, they won't necessarily do it.

    In contrast, care workers described how the wider sector commonly has organisational practices and policies explicitly intended to prevent and discourage strong bonds developing between carers and care recipients. One worker described how her employer had felt that she was becoming "too close" with one of her clients and so had allocated a different worker in her places. Other practices described include the rule that workers cannot give out their work number to clients or their families, all communication must go via the central office.

    Some interviewees reflected that the project would have been easier if it had been set up by an existing community or identity based group.

    The area where we set up this project - it is a place-based community organization, not an identity based project. Community of commoners who converted the toilets into a cooking school. The biggest challenge was to create a project without an existing community. It would be much much easier to make something like this happen if people were already connected. In our case it took us two years to create a regular group of 30 people.

    Another interviewee shared this perspective and attributed it to the fact that the anchor organisation with which the Clapton Circle had partnered was less rooted in the community than they had been led to believe. They described it as an 'emerald palace' in that it was a high profile project but in reality more impoverished, disorganised and disconnected than it seemed from the outside. As one of the Care Owners observed, what the Clapton Circle did was really get to know the area, "but it needed more people who already had an in-depth knowlegde of the area, where the local mums have coffee, how to access the young people who need work. It's those kind of local links that really matter to make it work."

    Another perspective was that actually the project was based on existing community institutions in the form of the local church congregation and other informal groups in the local area. Early in the project, one of the original circle members gave a talk at one of the services at St Thomas and through this started to recruit members. However, capacity within the congregation was limited due to the age of most of its members and the implications of this for their mental capacity and physical mobility.

    Something that came up in interviews as having an impact on the quality of relationships that were built was the pace of the project. One of the interviewees observed that when the LOTI timescales were introduced, the circles meetings and culture became "a lot less relationship-centred and open, and a lot more task-oriented and closed." They reflected that it would have been valuable to create another space to preserve the relationships that people who passed through the circles valued, a space just for connection and enjoyment.

    The Kumu map also represent and contributes to Relationship Outcomes, in particular the sense of community connection and belonging for project of participants. This relates to the idea that the community map is more than the sum of its parts. For example, an individual may receive many forms of care and support but maybe more important than any of this is the feeling of being part of a community in which people care for each other, a community that you can take pride in being part of. The moment where two people realise that they know the same person, or that they have both spent time in the same space, can be very powerful. Looking at this map could help facilitate this recognition or awareness. The personal mapping exercise that we conducted with many of the circle member also helped to build the awareness as people were prompted to think about and name all the different connections that already exist in their life.

    Unfortunately, Survey and Platfom Data were not gathered and available in time to inform this analysis of domain of outcomes.

    I once asked her what she would like to be different in her life if she had the power to change it. She said that she would like to not have sugar in her tea. Can you imagine feeling so totally disempowered that you don't even feel able to say how you like your tea?

    Despite the emphasis placed on agency and compatibility when it comes to making the match between care worker and care receiver, interviewees reflected that in practice "in terms of freedom and choice, there were very few choices" due to the scale of the project. Freedom of choice for this kind of project is contingent on having a sufficient number of teams, number of working hours and different options to swap between teams. A couple of the interviewees felt that it was therefore misleading or hypocritical for freedom of choice to be one of the "selling points" of Equal Care. One of the original circle members expressed regret and frustration that they didn't start recruitment from Day 0. This was because they needed support from the central office in Calderdale who didn't have capacity until several months into the project. This 'chicken-and-egg' problem regarding the scale of the project is explored in more detail in the Systems and Co-production Outcome Domain.

    Another fundamental challenge that came through in the interviews was that many of the Care Owners were struggling with not having their basic needs met, for example in terms of food or their housing situation, and the Care Circle was powerless to meaningfully improve this situation. As one Care Circle member describes:

    I am very aware that food provision is still a huge issue in people's lives. I often have phone calls with one of the Care Owners who says that she has no food in the fridge. It's that feeling of 'wow we still haven't managed to achieve systems change. Yes their life is better but still there is no food in the fridge. We need something like a food cooperative to meet these needs but I can't set one up myself. I live in a reality where I know what needs to happen but it won't happen.

    In relation to personal development, interviewees reflected is hard to even start to think about building things like confidence and connectedness when the most basic needs are still not even being met.

    Individual growth was also a theme in relation to the care workers, both in terms of professional skills-development and transformative experiences on a more emotional level. Interviews with the workers illustrate how Equal Care's circles and other organisational spaces have created what we might call a 'capacitating atmosphere' which has had a positive impact on all the factors within this Domain. One worker, for example, desribes the atmosphere of the groups she has participated in through Equal Care:

    [the meetings] all have this... like energy about them, where it's a comfortable space even though it's digital. I know a lot of the time when you think of space it's like a physical room. But they all had this energy about them.

    She explains how this atmosphere made it possible for her to take on new challenges:

    I think sometimes having an overwhelming sense of authority kind of makes like...people shy away from saying certain things.. a complaint or something that you might want to say. Here it feels like I'm talking to someone who is going to help me solve a potential problem [...] I never felt there is stress or pressure for me to like do anything I didn't want to do. I think not being forced into anything, has made me more open to naturally finding out that I am open to doing things.

    The idea of being able to choose between options is once again significant here, with workers feeling like they can take a step when they are ready rather than because they are required or expected to. This theme was echoed in comments by other care workers, particularly in relation to having a voice: "I'm quite outspoken... but a lot of people actually take offense by that. In Equal Care they've encouraged that and they say we want you to speak out."

    The benefits of this culture go beyond personal development in a professional context. One worker describes "the positive influence that its had", not just on her work like but on "outside my work commitments, my own mental health, my own wellbeing, [its] been priceless for me."

    Across the interviews, there were numerous examples of different ways the Clapton Circle team had found to acknowledge and to value the paid and unpaid forms of care labour that people carry out. For example, the community organiser described how she made a promise to herself that she would always celebrate people's birthdays and make them a cake.

    Unfortunately, Survey and Platform Data were not gathered and available in time to inform this analysis of domain of Outcomes.

    Notifies the local Circle that the team is moving to self-management

  • Lets the team know that the support role is coming to a close

  • Check-ins & quality assurance

    Usually the Coach assigned to the team

    Safeguarding or serious concerns

    Safeguarding lead or Officer

    Platform or policy questions

    Platform support or the Equal Care admin team

    Local Circle support

    Delegates, facilitators or fellow hat holders in your circle

    Colne Valley Co-op
    NWCC
    Belong
    sociocracy
    this is changing
    Responding directly to what our members need

    In-house (Custom Development):

    ✅ The product can be tailored to fit the needs and values of the co-op.

    ✅ The co-op retains ownership of the platform.

    ❌ Requires time, funding, and a dedicated development team.

    ❌ Long-term support and management needed.

    Bought-in service (Full Service)

    ✅ Lower up-front costs.

    ✅ Can be deployed quickly, accelerating growth.

    ✅ Maintenance, updates and customer service are included.

    ❌ Hard to find a product that fits the co-op's needs without compromise.

    ❌ No ownership — reliant on the provider for improvements and support.

    Low-code/No-code “Frankenstein’s Monster”
    Agile methods.
    Local Authority Funding: Local councils often have grants for community projects.

    Share Capital: Members purchase shares in the co-operative, providing capital and securing ownership. This is often achieved using a Community Share Offer.

    See Community Share Offer.

    Donation-based Crowdfunding: Platforms like GoFundMe for raising funds without offering financial returns or rewards.
  • Be conscious that funders' goals may not always align with those of the organisation. Winning these bids may bring in money, but they may also take the co-operative in directions it does not wish to travel. Try to select funders who are the best fit and who provide material help beyond just money.

  • Co-ops UK guide to fundraising for platform co-operatives.
    Co-ops UK guide to finding funding and support
    Power to Change, provides funding and support to existing and new community businesses
    Co-ops UK microsite devoted to community share offers.
    FCA's information page on community share offers.
    Government advice on community share offers.
    See FCA.

    Whether they’re open to meeting new team owners

    Getting Support Promise
    Once the offer period closes, shares are issued to the subscribers, and the capital raised is used according to the plan outlined in the share offer document.
    Interest: Societies may pay interest on the shares, but the primary motivation for investors is usually to support a community cause rather than to seek financial returns.
    Community Shares Unit
    Community Shares Standard Mark
    (see FCA)
    4MB
    Equal Care Community Share Offer.pdf
    PDF
    Open
    Co-operative and Community Benefit Societies Act 2014
    public register
    here
    Millennium Awards Trust
    Planning for Board Excellence
    here
    Some of Equal Care's founding members at work in 2017
    Image courtesy of Sociocracy for All
    procurement-ready service specification
    for local authorities interested in funding commons-based models
  • Co-create this very playbook, offering a step-by-step guide for councils and community groups to establish cooperative care services

  • Community gathering on Clapton Common
    Support your organisation's culture
  • Enable effective information sharing across the organisation

  • here
    here
    Interaction Design Foundation
    our policies

    Communication goes through the office

    Team members communicate directly

    The person receiving care is treated only as a recipient

    They are an active contributor to the Team’s work and life

    Limited or no choice in who supports you

    Full choice and mutual consent on both sides

    Rotas and changes decided in a central office

    Teams decide together: directly and flexibly

    Workers follow fixed instructions and times

    Workers co-create support with the Team Owner

    Administrative tasks are handled by someone outside the caring relationship

    Support profiles, notes, and decisions are shared within the Team

    The person receiving support has no access to their own care records

    Team Owners can view and contribute to their notes and support plans

    Family and friends are rarely recognised or included

    Family and friends can be full Team members, with roles and responsibilities

    Team Hats

    Sharing Responsibility

    Note: some of the below information on Team Hats can also be found under Team Starting in 'Getting Organised: Roles and Hats'.

    Every team needs a way to share out tasks, responsibilities and roles, and in Equal Care Teams we do this with 'hats'.

    Wearing a hat means taking responsibility for a specific function in the team, from rota planning to keeping notes up to date or liaising with outside professionals. Hats aren’t fixed positions. They can be passed on, shared, adapted or dropped when no longer needed. Some people wear multiple hats, and others may wear none at all.

    Some hats are agreed at the start of a team’s life and others emerge over time. What matters is that responsibility is made visible and the work is shared fairly.

    Teams function best when everyone knows what they’re responsible for, and no one is left carrying everything.


    Types of Team Hats

    Here's an overview of the most common hats worn in Equal Care teams. This list isn't exhaustive — some teams create their own based on specific needs.

    Core hats (usually agreed at the start)

    Team Owner / Leader

    The Team Owner is the person receiving support. The team forms around them, and they lead it in whatever way makes sense for them. They choose or consent to team members, decide who sees what, and give feedback about their support. They hold ultimate direction over their care, with others stepping in only if needed (e.g. in line with the Mental Capacity Act).

    Team Member

    Anyone the Team Owner has consented to join their team: family, friends, paid or unpaid workers, professionals. Team members pay attention to how things are going, contribute to conversations, raise concerns when needed, and help one another keep information accurate. If paid, they also write notes and keep rotas up to date.

    Profile Holder

    This person makes sure the Getting Support Profile and Trust Assessment are accurate and up to date. They flag changes, check information regularly, and liaise with others to gather or confirm details - particularly when there are lots of moving parts or external professionals involved.

    Rota Wrangler

    Keeps the team rota running smoothly. They check that support is planned well in advance, prompt others to book in or confirm holidays, and step in to help find urgent cover if needed. A key organising role that helps prevent last-minute stress.

    MAR Admin

    Keeps the Medication Administration Record accurate and aligned with what’s recorded in the support profile. They need to have done the relevant training and induction, and they flag when the monthly MAR is ready for printing. A detailed, safety-critical role.

    Trainer

    Often someone who’s been part of the team for a while and knows it well. They help welcome new members, share routines, support people to build confidence and connect team members to useful training or information. This role can include clinical routines, where appropriate.

    Communication & coordination hats

    Team Liaison

    The team’s main point of contact for professionals outside the team. They share updates, coordinate joint meetings, and help make sure the right people are informed and involved when decisions need to be made.

    Problem Solver

    Helps bring up and work through issues in the team. A good listener who people feel comfortable talking to. Supports others to express concerns, share feedback, and collaborate on resolving difficulties. They might involve the Coach or someone in the Circle when needed.

    ... and the hat that is almost always unnamed, unpaid and overlooked...

    Backstop

    The Backstop is the person who quietly holds the team together when things go wrong — stepping in last minute, picking up gaps, often without being asked. They’re the emotional safety net, the "just in case" person who absorbs pressure so others don’t have to. Often, they’re a family member or close friend, but it can also be a paid team member.

    Backstops tend to say yes even when it stretches their capacity. They carry a heavy emotional load — always aware, always on call. This kind of invisible labour can lead to exhaustion and resentment if left unacknowledged.

    Every team needs resilience, not reliance. Identifying who is taking on this backstop role (there may be more than one) helps the team recognise it, share the burden, and protect each other’s wellbeing.

    Community well-being

    Relationships

    Support, involvement, group cohesion, belonging

    Matched care, mutual consent, sharing power, working in teams, peer-support. Community connection.

    💞 Well-being, Relationships & Belonging:

    Personal Development

    Growth, autonomy, skill-building

    Flexible roles, Team "Hats", coaching, Care worker and Team autonomy, Care receivers as "team owners"

    🌿 Growth

    System Maintenance & Change

    Clarity of purpose, Order, Structure, fairness, adaptability

    Peer learning, Sociocratic governance, co-production, adaptive feedback loops.

    here

    🛠️ Systems Maintenance & Co-production

  • Speak in service of the shared purpose Whether it’s improving support, resolving tension, or clearing the air - it’s always with the wider aim in mind.

  • Manipulative Insincerity: Low Care + Low Challenge Saying what’s convenient or expected, not what’s true. Can lead to mistrust and unresolved issues.

    2. Circles support other Circles (or Co-operation amongst co-ops)

    No Circle stands alone. When a new one is forming, other Circles can offer support, whether that's through resources, encouragement, experience, or just being there to listen.

    3. There’s space for adventure (and mistakes)

    Building a Circle is a creative act. Things won’t always go to plan, and that’s okay. There’s room for trying things out, for joyful surprises, and for learning through getting it wrong sometimes.

    4. People come and go

    Relationships shift. Life changes. Circles grow and sometimes contract. That’s part of the rhythm. It’s important that people feel able to step away when they need to with dignity and appreciation.

    5. One size never fits all

    Circles are as diverse as the people in them. What works in one place might not work in another, and that’s a strength, not a problem. Flexibility and adaptability are essential.

    These principles aren’t rigid rules — they’re more like shared understandings. They’ve helped us build something real and resilient, and we offer them here in case they’re useful for your journey too.

    The standing start

    Creating a co-op takes time - a lot of time. There is a clear process for this that we won't repeat here because Co-ops UK provides step-by-step guides, tools and resources.

    Equal Care's governance journey involved amending Co-op UK's model rules for multi-stakeholder co-ops and it took nearly seven months to register from beginning to end (3 months of this was just back and forth with the FCA). A very useful format is the Fair Shares governing document, which we would have chosen had we known about it at the time!

    Alongside the practical challenges of simply registering the co-op, the majority of initial time was taken up funding and maintaining a fortnightly meeting pace of the founding members for over a year. Equal Care received a small grant of £5,000 (the UnLtd DoIT Award, now discontinued) but no other support for nearly a year. Although the slow pace helped clarify the co-op's goals and objectives very clearly, it also ate up voluntary time and effort from the founding membership that could have been progressing much faster.

    There is work and advocacy happening to reduce the time it takes to register as a co-op, but these changes shouldn't be expected until 2028 at the earliest.

    Be late to the party

    The latest point at which you need to register is when you start trading. Everything before that can be done as a collective or by working with another organisation such as Equal Care, an aligned organisation in your area or your local authority. Being registered is one of the least important things to do at this stage in the group's development but it often takes the most amount of time and headspace.

    Local Authorities

    More (and faster) options are on the table for LAs:

    Incubation Simply by offering a place to be, access to grant and governance advice, support with shared services (HR, finance etc) local authorities could dramatically accelerate the development of co-ops and community benefit societies in their area at very little cost. A simple application procedure which focuses on groups that have a hyperlocal presence will reap many benefits for that area. Combined with the systems and tools available from Equal Care or Community Catalysts for example, you could have viable caregiving micro-organisations within the year.

    Commissioning The biggest lever that Local Authorities and Integrated Care Boards have to pull is around their commissioning frameworks and contracts. An example specification for Commons Based Care can be found in this playbook. For more resources and to collaborate on supporting a commissioning exercise in your area please email [email protected]. An excellent recent example of a Local Authority exploring this route is the Together for Greenwich report, which actively seeks to incorporate the principles of co-operation into social care commissioning work and increase co-operation across the borough, regardless of legal form.

    Mutualisation This is a route with many exemplars. Opportunities for mutualisation, now that almost all council funded social care has been contracted out in market exercises, tend to be restricted to social work departments themselves.

    Investment Local Authorities have investment portfolios and assets under management. By dedicating a small percentage (2-3%) of investment funds into social economy investments such as community shares or social finance, councils could start to achieve big impacts in their area by providing absent capital for local purpose-led organisations to start and grow. This is not grant-funding - the Local Authority can expect a small return on investment or at the least to get their money back and would provide essential finance to get new co-operatives to the point where they are contract ready and can begin generating revenue (and paying back the original investment). A community share is just that - new co-ops forming in the area would be able to advertise their share offer to attract investment from the citizenry as well as the council. This is key to preserving local accountability and also attracts more money into supporting new social care initiatives that councils would otherwise be unable to provide or access.

    Governance Model Adoption

    Equal Care chose a sociocratic governance model because it best fits our ethos and goals. This model delivers both a high-quality and decentralised method of care, which has many benefits over traditional hierarchical models in care agencies. Equal Care's platform is built entirely around sociocratic principles and practices. It means governance of the ‘socios’ - decisions in small groups. Note it is not the same as consensus decision-making.

    Each area of Equal Care is run by a Circle, which uses processes of consent, self-management and role distribution to get work done. The two core principles of sociocracy - equivalence and effectiveness - map very well onto Equal Care’s core values and mission. Circles can decide to stay as part of the co-operative or can incorporate separately and remain a corporate member of Equal Care Co-op or go their own way.

    All that said, it's important that groups research and try out different approaches to be aware of what else is on offer and how they feel to work with.

    Middleton Cooperating decided that it wasn't enough to write sociocracy into their bylaws and opted to amend their registered rules to reflect decisions by consent rather than voting.

    Inclusive

  • Transparent

  • Made in good time

  • Our Circles aren’t just abstract structures. In fact, in Equal Care every Team is itself a form of Circle because they are a place where important decisions are made all of the time. Teams aren't just where support is given, they are where discussions happen and choices are taken together.

    How Circles work

    Circles are how we organise and share out work and decision-making at Equal Care that goes beyond teams. They are small groups of people with a shared aim and area of responsibility. Everyone within the group is treated equally, and although members may have different responsibilities and roles within that circle everyone’s input is as welcome as the next person’s.

    Examples of Circles

    Let’s start with a look at the Purpose Circle, which is Equal Care’s sociocratic equivalent to a board of directors:

    Similarly to the Purpose Circle, other Circles are established around a set of tasks or responsibilities that determine the lifespan of that Circle, the work that is done by that Circle and how often that Circle meets. Circles are linked together to ensure information can flow between them.

    Local Circles

    The most important Circles in Equal Care are the Local Circles. These are the circles that hold the responsibility for supporting teams in their area and their membership is drawn from those who live there (see the illustration at the top of the section for examples of Equal Care's Local Circles in Calderdale).

    Local Circles aim to support teams in their area to start, flourish, and finish. They cover things like:

    • Recruiting new care and support workers

    • Filling rota gaps

    • Managing local budgets

    • Starting new teams

    • Problem-solving (with support from Coaches if needed)

    • Organising local training and social events

    However, it’s important to note that Local Circles don’t make decisions about someone’s support - that always stays with the person’s Team.

    Shared Circles

    These circles are responsible for a shared asset or resource used by many, many people in Equal Care. For example, everyone uses Equal Care’s Platform. To learn more about Circles and Circle Hats, visit our policies site here.

    Circle Hats

    Each Circle includes people wearing Hats — roles that help the Circle run smoothly and keep everyone involved.

    The four core sociocratic hats are:

    • Leader

    • Delegate

    • Facilitator

    • Secretary

    These hats focus on the health and functioning of the Circle itself.

    In our Local Circles, operational hats like the following are common:

    • Team Starter

    • Recruiter

    • Numbers Person (to explain financial stuff)

    • Problem-Solver

    • Training & Learning Lead

    Hats are always taken on with consent, for a set amount of time. And they’re not forever - people step in and out of roles as needed. Some hats need more time or training, and when that’s the case, we run an internal recruitment process.

    You can find out more about our governance structure at https://www.sociocracyforall.org/work-2/

    An illustration of how some of the circles interact in Equal Care.
    What we did
    • Rich picture mapping: People visually mapped the current care system: who’s involved, what’s working, and where the challenges are.

    • Identifying change: Participants shared what changes they’d like to see in care: more flexibility, stronger relationships, and better support were recurring themes.

    • Causal pathways: Small groups worked on linking actions to outcomes, describing how specific activities could lead to real improvements.

    • Feedback and synthesis: We refined the causal pathways collectively, shaping a shared Theory of Change that guided our entire evaluation.

    Why we used this approach

    • It brought a wide range of voices into the design of the evaluation.

    • It helped ensure that what we measured truly reflected what mattered to people.

    • It fostered shared ownership and trust: the evaluation wasn’t something “done to” people, but built with them.

    • It laid out a roadmap that made it easier for everyone to see how their contributions connected to broader outcomes.

    Building the Commons

    This was not the first time we’d co-produced a Theory of Change. In 2019, we mapped our model around Platform, Circles, and Teams. In this session, we focused on the often invisible role of the wider community - the relationships and networks that help sustain care. This work helped to establish a fourth core dimension in our model: the Commons.


    Group Activity 2: Collective Reflection and Shared Priorities

    Prioritisation activity with Circle Members at Evaluation Workshop

    In July 2024, we ran a half-day workshop at Liberty Hall with Circle Members: care workers, care owners, and local coordinators. This session was designed to help people reflect together on their experience of the project, explore how they felt about it, and share their hopes for the future.

    Activities included:

    • Making flower hats: Using flowers from Walthamstow Marshes, we made wearable ‘hats’ that became metaphors for our roles in the project. Everyone took a turn describing their role, responsibilities, and how they had changed.

    • Flower / Thorn / Bud: A group reflection exercise where people shared one thing that had gone well (flower), one challenge (thorn), and one hope (bud).

    • Cooking and eating together: We made pavlova and shared a meal - because connection and care also happen around food.

    • Washing line priorities: Participants hung hand-drawn "clothing" items on a line strung between trees, each representing a different factor (e.g. “I feel optimistic” or “We make decisions effectively”). Together, they arranged these in order of importance.


    'Flower hats' activity with Circle Members at Evaluation Workshop

    Why we used this evaluation tool

    Sharing power

    For a project grounded in co-production, it was vital that the evaluation process reflected those same values. Group activities helped shift power by involving people directly in deciding what should be measured and how the findings were interpreted.

    Building trust and understanding

    While interviews gave us deep individual stories, group workshops helped build a shared understanding. They allowed people to hear different perspectives, reflect together, and feel more connected to each other and the project.

    Making evaluation relational

    Rather than treating evaluation as extractive, we aimed to make it social and reciprocal. By returning to people with early findings, and offering space for response and discussion, we made the process more transparent and meaningful.

    Flower/Thorn/Bud discussion exercise at Evaluation Workshop

    Sustain

    Finding the Goldilocks zone

    Keeping an organisation going over time means finding the balance that works for your team, your community and your resources. Not too rushed, not too rigid. Not too dependent on one person, one funder, or one way of doing things.

    Sustainability is about more than just money. It’s about relationships, energy, trust, and structure. This page shares what we’ve learned about building that last without burning people out or losing sight of your original purpose.


    🌱 Make Relationships the Priority

    Care is built on relationships, and so is long-term sustainability. People tend to stay involved when they feel connected, respected and part of something meaningful. It’s not about forcing people to commit forever. It’s about building the kind of culture that people want to stick with.

    What helps:

    • Supportive team culture: Regular check-ins, peer supervision, and space to speak up.

    • Consistent communication: Not just top-down updates — actual conversations.

    • Community connection: Don’t become a bubble. Stay rooted in the local networks that support care in everyday ways.

    • Flexibility: A working environment that has dealt with the logistics of people stepping back or stepping up depending on their life circumstances is essential for keeping those people with the co-op.

    👉 You might also want to read: , , .


    🌀 Prepare for Change

    People come and go. Circumstances shift. If everything depends on a handful of individuals, things can fall apart fast. A sustainable project builds flexibility in from the start.

    Try:

    • Welcoming new people gradually and supportively

    • Spreading out responsibility (no one person should hold everything)

    • Keeping simple records and shared knowledge banks

    • Planning for handovers and transitions, even informally


    💰 Find a Funding Mix that Works

    If you rely on a single source of funding, you’re vulnerable. But chasing every grant under the sun isn’t sustainable either. The key is balance: enough income to operate well, without being pulled too far from your values or overwhelmed by admin.

    Consider:

    • Local authority or NHS commissioning

    • Community Share Offers

    • Direct payments from people getting care

    • Community fundraising or solidarity contributions

    👉 You might also want to read:


    🔄 Keep Evolving with Purpose

    The right balance today might not be the right one in a year. People change, needs change - and so should your service. That doesn’t mean chasing every trend. It means staying open to learning and adapting in ways that reflect your purpose.

    Good habits:

    • Check in regularly with everyone involved

    • Look for patterns in feedback, not just individual comments

    • Share learning across the co-op, not just a select few

    • Return to your values often - are they still showing up in what you do?

    👉 You might also want to read: ,


    🤝 Stay Connected to the Bigger Picture

    You’re part of a wider ecosystem of people and projects working to transform care. Whether you're a small neighbourhood group or a growing co-op, staying connected helps you keep perspective - and not reinvent the wheel.

    Ways to stay connected:

    • Link up with other care initiatives nearby

    • Join networks focused on co-operative or community-led care

    • Show up to gatherings, webinars or forums - even once in a while

    • Share your wins and your mistakes with others doing similar work

    No one has it all figured out. But collectively, we’re getting closer to care systems that actually work- for everyone involved.

    Sociocracy

    Sociocracy, also known as dynamic governance, is a system of governance that seeks to create inclusive and effective decision-making processes within organisations. It emphasises equality, transparency, and collective responsibility, aiming to ensure everyone’s voice is heard and considered.

    Why did Equal Care choose sociocracy?

    When we set up Equal Care, we knew we didn’t want to copy what already existed in the care sector. Too many organisations (even the ones with good intentions) end up creating hierarchies where decisions are made by a small few, often far away from the people most affected by them.

    That approach just doesn’t work in social care. It disempowers the people giving and receiving support: the very people who know best what’s needed. So we looked for a different way of organising ourselves. Something that could match our values of equality, transparency, and shared responsibility. That’s what drew us to sociocracy.

    It’s a model that values consent over consensus, meaning we can move forward without everyone needing to agree, as long as no one has a strong reason to object. This helps avoid the paralysis that can happen in consensus-based models, while still ensuring everyone’s voice counts.

    It also fits how we want to work at Equal Care: distributed power, clarity around roles, and space for learning and improvement. Using sociocracy, we organise our work into Circles, each with its own area of responsibility. Each Circle includes the people doing the work and those affected by it and they make decisions together.

    Importantly, our Teams are also Circles and are represented on our platform as such. That’s because we see Teams not just as care arrangements, but as decision-making spaces in their own right. They’re where the most important choices are made about a person's support.

    It’s not perfect. No system is. But sociocracy gives us a structure that’s flexible, fair, and aligned with our belief that care works best when when those involved have a real say.


    Key Principles of Sociocracy

    Decisions are made by consent, meaning that a proposal moves forward unless there are reasoned and paramount objections. This is different from consensus, which requires full agreement from all parties

    The organisation is structured into semi-autonomous circles (which could be understood as teams or departments in a traditional business). Each circle has a specific domain and is responsible for its own decisions within that domain.

    Circles are connected through a "double-linking process", where two members, typically the leader and a representative, participate in the decision-making of the next higher circle. This ensures the bi-directional flow of information and alignment of goals.

    Roles and responsibilities within the organisation are assigned through elections by consent. This process involves nominating individuals, discussing the nominations, and then selecting by consent.


    Practices of Sociocracy

    Circles meet regularly to discuss their work, make decisions, and review their performance. These meetings are structured to ensure effective and inclusive participation.

    Clear definitions of roles and responsibilities within each circle help ensure accountability and clarity in operations.

    Continuous feedback is integrated into the decision-making process to allow for adjustments and improvements. This includes regular evaluations of decisions, roles, and processes.

    All decisions and policies are documented and made accessible to all organisation members, promoting transparency and shared understanding.


    Benefits of Sociocracy

    Ensures that all members have a voice in decisions that affect them, leading to more democratic and inclusive governance.

    Members are more engaged and motivated when they have a say in how the organization is run and can see the impact of their contributions.

    The clear structure and defined roles help streamline operations and make decision-making more efficient.

    The feedback loops and regular reviews allow the organisation to adapt quickly to changes and continuously improve its processes.


    Challenges and Considerations

    Sociocracy makes a lot of sense once you get the hang of it, and many of its ideas feel familiar, especially if you’ve been fortunate enough to work in a team where a collaborative approach is promoted. But putting it into practice across a whole organisation isn’t always easy. From our experience at Equal Care, here are some of the main challenges we’ve come across:

    • Cultural Shift: For organisations used to top-down decision-making, sociocracy can feel like a big change. It asks people to think differently about power, and that takes time. Shifting to a culture where everyone’s voice matters equally doesn’t happen overnight.


    Sociocracy vs. Other Governance Models

    From the beginning, Equal Care was set up to work differently from most care organisations. We knew we wanted to avoid traditional hierarchies, but we also needed a model that could guide how we work together, day-to-day.

    That’s where sociocracy came in: a system that fits with our values. But to understand why we chose it, it helps to look at some of the other governance models out there:

    • Traditional Hierarchy: In most care organisations, decisions are made at the top and passed down. A small group of senior managers decides what happens, and those further down the chain carry it out.

      In sociocracy, decision-making is shared: the people doing the work, and those affected by the decisions, are the ones making them.


    Conclusion

    At Equal Care, we’ve found that sociocracy gives us a structure that works. It’s flexible, practical, and rooted in the belief that everyone should have a voice - especially in a sector as personal and complex as social care.

    Sociocracy helps us share responsibility, make better decisions together, and stay focused on what matters. It supports clear roles and smooth day-to-day working, without losing the ability to adapt when things change (which they often do!)

    It’s not always perfect, and we’re still learning from our experiences of using it, but sociocracy has helped us stay true to our values: particularly shared power.

    Founders

    Local Authority Founders

    A founder is often thought of as being an independent person unaffiliated to any organisation, but we think great importance should be attached to people within councils who get these ideas off the ground. Some fantastic co-ops have been started by councils or with council members playing leading roles. As long as the representation principle remains sacrosanct, with people giving and getting support part of it at every step of the way, there is no reason why councils can't start this work themselves.

    In 2022 we were approached by two people living in Middleton, Mark and Kallum. They wanted to turn Middleton into a co-operative town and had big ideas about how to go about this. Kallum, as a councillor, engaged the leader of Rochdale Council on the project.

    With Kallum and the Council’s lead officer for community wealth building on the founding group that eventually became , a small amount of financial support from the Council at the very start enabled the founding group to establish themselves as a properly constituted organisation. Since then, some co-operative working relationships with Council officers has helped the work of Middleton Cooperating to progress – in particular, in the areas of community energy, and arts and culture.

    When contemplating beginning a co-op or launching a new service model in your area, consider the levels of autonomy and support the founding group might need to start. The may or may not be a helpful framing for this work.

    , a social care worker cooperative, was established in July 2012 as a spin-out from Suffolk County Council. It was formed with the goal of providing high-quality social care support for people with learning disabilities, autism, and complex needs. The cooperative is employee-owned and not-for-profit, reinvesting any surplus back into services or the local community. The founder members of Leading Lives were council employees who formed the initial leadership team and staff base. The co-op continues to grow and go strong. It hugely benefited in its early years from council support, enabling it to launch as a fully fledged organisation from a standing start.

    Community Founders

    For community founders (ie, people not working within the shelter of or with access to the resources of a larger organisation), the journey is different and there is more work to do to build a good support network for yourself. Personal boundaries around time, effort and work will likely be crossed more frequently but it is also likely that you will be your own worst master. is real and happens regardless of which sector or organisation type you're working in.

    At the beginning of the founder's journey, it is essential to ask penetrating questions about yourself, your motivations, and the support you have. Creating any care organisation is a challenge and involves deep and continual emotional labour. This is especially so for those using alternative governance models such as co-operation, sociocracy and commoning, which all prioritise relationship-building, authenticity and empathy.

    Questions to ask of yourself and your co-founders

    "What kind of co-operative do you wish to found?"

    • What are the primary goals?

    • How will people relate to one another?

    At the very, very beginning of starting Equal Care, Emma and Kate had a frank and fruitful conversation with each other about what they both needed in working together: financially, emotionally, pragmatically and where the boundary lines were.

    Once the wider founding group came together, they spent two workshop sessions talking solely about money, their personal relationships with it, and what they hoped the new organisation might provide (expectations were low!).

    This clarity from all members helped guide the direction of funding bids and the development of the initial freelance contracts to get things off the ground. By putting everything on the table, members’ personal motivations and expectations could be met - or, more importantly, not met - with visibility and honesty from the outset.

    4a. Example of a Supportive Conversation

    A person-led starting point for great support

    The Supportive Conversation is the foundation of any new team. It’s where we begin to get to know the person not just as someone needing care, but as a whole person with history, preferences, routines, values and ways of doing things. It’s where relationships start and where trust begins to form.

    This is not a checklist or a formal assessment. It’s a conversation, guided by curiosity and respect, and adapted to each person.

    Below is an example of how Team Starters structure and navigate these conversations. Items in bold are considered essential in every Supportive Conversation.


    🧍 About You

    • “Tell me about yourself.”

    • How long have you lived here? Always been in the area?

    • Any faith or cultural traditions important to you?

    • Date of birth

    • What have been some of the big things in your life — work, hobbies, projects, travel?

    • Who is in your support network (family, friends, neighbours)?

    • Have you received formal care before? What was that like?

    • Why are we meeting today — what is this conversation for?


    🧡 What you enjoy

    • What do you enjoy doing right now?

    • Are there places you like to go — town, coffee shops, walks, holidays?

    • Do you think support might help you keep doing those things?

    • Would your support involve going out, and if so, are you happy to cover any expenses (e.g. travel, coffee)?


    🩺 Health, conditions and support

    • Do you live with any health conditions or disabilities?

      • What are they? How do they affect your day-to-day life?

      • Do they vary (e.g. good days and bad days)?

    • Do you use any equipment or aids (e.g. walking frame, hoist)?


    🏠 At home

    • What makes your home feel like yours?

    • Are there any house rules (e.g. no shoes inside)?

    • Would you like help with tasks around the house (cleaning, cooking, etc.)?

    • Is there a key safe or door code? If so, what is it?


    🔒 Safety (if agreed)

    If the person consents, the Team Starter may carry out light safety checks, or arrange for these to happen after support begins.

    Checks might include:

    • Smoke alarms and fire safety equipment

    • Visual checks of sockets and appliances

    • Fridge/freezer temperature

    • For housing association homes: is there a record of regular safety checks?


    🌿 Relationships and boundaries

    • Do you have a preference for the gender of team members?

    • Would you like support workers to wear PPE?

    • How do you feel about team members testing for COVID if unwell?

    • Are there boundaries or preferences that are especially important to you?


    📅 About the support

    • What days and times would you like support?

    • How long should visits be?

    • Would you like access to your profile and team chat (Rocket.Chat)?

    • Which email should invoices be sent to (if applicable)?


    🎧 How support is given – your preferences

    • Try new things or stick with what I know?

    • Chatty or quiet?

    • Gentle encouragement or motivating challenge?

    • Led by you or by the support worker?


    📋 Other practical things

    • Hourly rate (between £18–25)

    • Additional 15% platform fee (for independent workers only)

    • Cancellation policy: sessions cancelled within 24 hours are still charged

    • Ending support: we ask for one month’s notice where possible


    📌 Final bits

    • Do you feel you’ve had space to share what matters to you?

    • Anything we missed or you’d like to come back to?

    • If there’s a need to follow up, we’ll be in touch.


    This conversation forms the basis of the person’s Getting Support Profile and contributes to the Trust Assessment, where relevant.

    The role of a Team Starter

    Getting Teams off the ground

    When someone reaches out for support, they often don’t yet know what their support team will look like. The Team Starter is the person who helps get things off the ground: guiding the early conversations, helping with practical steps, and staying involved just long enough to ensure a team can work well on its own.

    Team Starters don’t run teams. Their goal is to make sure no one else needs them long-term.


    What Team Starters do

    Team Starters are often the first human connection a new person has with Equal Care. Their work involves:

    • Welcoming the person and understanding what kind of support they want (and don’t want)

    • Explaining how Equal Care works, including the Teams model and what to expect

    • Completing key documents like the Getting Support Profile and Trust Assessment

    • Introducing the person to the Equal Care platform and supporting them to explore potential matches

    • Facilitating early conversations, trial sessions, and the setup of team hats (roles)

    • Stepping back once the team is running smoothly and no longer needs direct support

    In some cases, the Team Starter will also speak with friends, family, advocates or professionals involved in the person’s life, to ensure the team’s start is well-rounded and informed.


    Matching and forming a new team

    A key part of the Team Starter’s work is helping people find the right match. This includes:

    • Sharing support needs and preferences with trusted members of the co-op

    • Helping identify people with capacity and the right experience

    • Coordinating introductions and early support sessions

    • Making sure the basics are in place: the rota, communication tools, and agreed responsibilities

    Team Starters help to put practical structures in place (like team chat and shared notes), while supporting each member to feel confident in their role. They’re often the ones who help assign the team’s first hats — things like rota holder, support profile holder, or medication record holder — but always in collaboration with the Team Owner and others involved.


    Working beyond the team

    Team Starters also play a role in supporting the wider Local Circle. They help:

    • Identify capacity or gaps for new teams

    • Work alongside recruiters, trainers and Coaches to keep communication flowing

    • Build and hand over relationships with external professionals, such as social workers or brokers

    • Flag and problem-solve when something’s getting in the way of a team forming well


    What makes a good Team Starter?

    This is a role that calls for a balance of warmth and boundaries, intuition and organisation. You’ll need to be comfortable with admin, systems and communication tools — but also confident in holding space for emotional conversations, tricky logistics or moments of uncertainty.

    Qualities that help in this role include:

    • Being welcoming, inclusive and persistent

    • Having strong follow-up and clear boundaries

    • Spotting potential in others and helping people grow

    • Managing expectations honestly


    Support, training and expectations

    Team Starters are trained and supported through a structured process, which includes:

    • Shadowing experienced Team Starters

    • Training in Equal Care’s model, platform, and legal responsibilities

    • Working with a buddy for in-the-moment feedback and support

    • Learning about care contracts, co-operative governance and working with complex teams

    The co-op asks for a minimum commitment of 12 months in this role after training, to ensure continuity and honour the investment made.


    Payment and commitment

    Team Starters can be either independent workers or employees:

    • Independents are paid the Participation Rate while training, then move to the Circle Hat Rate

    • Employees are paid the Real Living Wage, with caregiving hours adjusted to reflect training time

    • Holding more than one core hat (e.g. Recruiter + Team Starter) may attract a salary uplift

    This role is central to Equal Care’s model of shared power: creating the conditions for teams to thrive, then stepping aside. The next sections will cover how the Team Starting process unfolds and how trust, promises and shared decision-making are built from the very beginning.

    4b. Example of a Trust Assessment

    The Trust Assessment is a practical tool used by the Team Starter during the early stages of building a team. It helps identify any factors that may affect safety, wellbeing or mutual understanding: both for the person getting support and the people giving it. It isn’t a judgement or a gatekeeping tool. It’s a way to prepare well.

    What follows is an example template showing the kinds of questions we ask and the themes we explore. Every Trust Assessment is co-created with the person getting support (and anyone they wish to involve), and only shared with consent.


    📝 Summary

    • Who is this person? (e.g. name, age, a line or two about them in their own words)

    • When did we visit? (Include date and time)

    • Who was there? (Anyone else present during the visit or conversation)

    • What kind of support are they looking for? (In their own terms, where possible)

    • Where do they live? (Include any relevant info about the environment — e.g. type of housing, stairs, location)


    💊 Medication

    • Do they take any medication?

    • Will Equal Care workers be supporting them with it?

    • Are there time-sensitive medications or side effects we should be aware of?

    • Where is medication kept?


    🚶 Movement and Mobility

    • What mobility aids are used (if any)?

    • Are there adaptations in place (e.g. grab rails, ramps)?

    • Has an occupational therapist been involved recently?

    • Are there known trip hazards in or around the home?


    🌍 Getting Out and About

    • Does the person leave the house regularly?

    • Would they like to?

    • What kind of support helps them do this safely (e.g. a car, someone to walk with)?

    • Are there particular outings or activities that involve higher risk (e.g. heavy shopping)?


    🧭 Boundaries

    • Are there personal preferences or boundaries that team members need to know and respect?

    • Is there any past experience of boundary issues with support?

    • How does the person like to manage communication (e.g. calls, messaging, when/how to check in)?

    • Are there ways to help reinforce healthy boundaries from the beginning?


    🧠 Mental Health and Emotional Wellbeing

    • Are there current mental health needs or diagnoses?

    • Are any supports already in place (e.g. medication, therapy)?

    • What might help during a low or distressed period?

    • Who should be contacted if support is needed in a crisis?


    🦠 Protection from Infection

    • Is the person immunocompromised?

    • Do they want workers to wear PPE?

    • Are they prone to infections such as UTIs, or managing a catheter?

    • Are they vaccinated against key illnesses (e.g. flu, COVID)?


    ⚕️ Illness or Injury Management

    • Are there existing injuries or illnesses we should be aware of?

    • Could anything worsen without careful support?

    • Are there triggers that might lead to decline (e.g. stress, dietary issues)?

    • What does recovery or management look like?


    🧾 Team Starter’s View

    (Here the Team Starter adds any other relevant considerations to help the team stay informed and confident. This might include things like emotional dynamics, logistical issues, or notes about the handover to team members.)


    This document is shared only with consent from the person getting support and is used to ensure that everyone coming into the team feels prepared, confident, and clear about what’s needed.

    Care Commons Organiser

    The Care Commons Organiser Hat

    The Care Commons Organiser Hat emerged through the LOTI pilot in commons-based care. Worn by a member of the local Circle, this Hat bridges community organising, resource mapping, and relationship stewardship. The person holding it acts as the connective tissue of the local care ecosystem—weaving together formal care teams and informal community support through practical coordination, facilitation, and network-building.

    Developed and iteratively refined through hands-on practice and feedback loops during the pilot, this role embodies a grounded approach to commons-based care. It supports the realisation of key outputs, including:

    • People gifting time, skills, and resources to teams and Circles

    • Commons Resource Circles made up of volunteers

    • Connections between Circles and local resources or community networks

    • Partnerships with local community hubs and anchor organisations

    • Diverse and representative Circle memberships

    • Evaluation of cooperative connections between teams, Circles, and neighbourhood actors

    As the pilot progressed, the Care Commons Organiser Hat was formalised into the role description and resource below. It offers a practical framework for replicating and adapting the role in other neighbourhoods or care initiatives. The description outlines the Hat’s purpose, key responsibilities, guiding principles, and core skills required. Crucially, it is designed to be flexible enough to be co-held or shared among a group of organisers, in keeping with Equal Care’s commitment to distributed power and shared stewardship.

    This role doesn’t just support the work of care—it embodies the care commons itself, building and sustaining the social fabric that makes collaborative, community-rooted care possible.

    Care Commons Community Organiser Hat Description

    Role Summary

    You’ll act as the connective tissue of Clapton Common’s emerging care ecosystem, weaving together formal care teams and grassroots networks. Using your facilitation and network-building skills, you will:

    • Map and mobilise local “care wealth”, capturing both paid services and the volunteer time, skills, and in-kind resources that sustain our teams and circles.

    Long term decisions

    These are the decisions which affect how the co-operative does its work over at least a six month timescale. This also covers any decisions mentioned in the Rules of incorporation.

    The Purpose Circle and what it exists to do

    Some decisions have long-lasting effects: they shape how the co-op works over the months and years ahead. These include agreeing on the annual budget, deciding our long-term priorities, and anything else laid out in our official rules.

    To make these big-picture decisions, we havethe Purpose Circle, which reports to our Members.

    Who's involved?

    Every member of Equal Care can take part: supported members, worker members, advocate members and investor members. Everyone who has signed up to be a member of the co-op has an equal say.

    When do we meet?

    At least four times a year. One of these is our Annual General Meeting (AGM), and we hold at least three other Members Meetings across the year.

    What kind of things do we decide?

    • Our overall direction and strategy

    • Who joins the board (also known as the Purpose Circle)

    • How any surplus (profit) is shared or reinvested

    • Whether to remove a member (this is very rare)

    How do we make decisions?

    We use a consent process first, which means we check whether anyone has a strong, reasoned objection. If there are no objections, the decision goes ahead.

    In some cases, a formal voting process will follow, especially when required by our Rules.

    Any jargon I need to know?

    In our legal documents (called our Rules of Incorporation), Members' Meetings are referred to as Meetings of the Members.

    The Purpose Circle is the group that helps keep Equal Care on track. Members make sure we’re staying true to our mission and looking after the big decisions that affect the co-op in the short to medium term.

    You might know this group by another name — in our legal documents, it’s called the Board of Directors.

    Who's involved?

    • The Board of Directors

    Introduction

    Measuring what matters: care, cooperation, and community

    Welcome to Equal Care Co-op’s Evaluation Framework: a set of tools for understanding whether a service is doing what it set out to do, and how well it’s doing it in line with co-operative values.

    This framework offers a structured approach to gathering and reflecting on evidence: about the well-being of people involved, the quality of care provided, and the wider social and economic impact of the service. It’s not just about whether outcomes have been achieved - it’s also about whether those outcomes reflect the kind of care and collaboration we believe in.

    The tools are designed around Equal Care’s model of co-operative, relationship-centred care. But they’re adaptable, and we’ve made them available in open formats for others to use and build on. They can support organisations with more conventional service models to bring co-operative values and mutual accountability into clearer view.

    Why we evaluate

    These are the key reasons we use an evaluation framework:

    Staying Accountable to What Matters

    At Equal Care, we are accountable first and foremost to our members. This framework helps us honour that accountability by providing a clear, intentional way to assess how well our work is aligned with our goals and values. It's a tool for learning, not just measuring.

    We know that meaningful evaluation in social care isn’t simple. It involves complexity: from the realities of people’s lives and relationships to the shifting terrain of local and national policy. For that reason, this framework is designed to grow over time. It's a living tool, responsive to the evolving needs of teams, circles and the co-op as a whole.

    Grow

    Aka getting from idea to action - and building the structures that support your teams to thrive.

    Overview

    The “Grow” phase is about preparing to deliver your co-operative care service in practice. That means more than just getting people in post - it’s about building the conditions for long-term success: clarity on operations, robust local recruitment, a thoughtful launch plan, and readiness to meet commissioning standards.

    The diagrams below break this work into phases. Each one supports the others, building momentum and capacity as you go. You don’t need to do everything at once, but all of these areas will eventually matter.


    Locality analysis

    The unique demographic and socio-economic profile of Springfield Ward in Hackney has significant implications for how Equal Care Co-op plans, delivers, and evaluates care. By aligning our Outputs and Outcomes with local realities, we aim to ensure that our model is inclusive, effective, and deeply rooted in the community it serves.

    Implications for Targeted Outputs

    Circle Outputs

    Springfield’s diverse cultural and religious make-up — particularly the presence of one of Europe’s largest Orthodox Jewish communities — requires that our multi-stakeholder service evaluations consider not only accessibility but cultural and religious compatibility. This includes capturing feedback that reflects the varied values and expectations of different groups.

    Circle recruitment efforts can benefit from the area’s high numbers of part-time workers and individuals without formal qualifications, especially those already engaged in caregiving roles or service work. This provides an opportunity to:

    Community Mapping

    ❓ What did we do?

    We used the Kumu platform to develop an interactive community map centred around the Clapton Commons-based care pilot. This map was designed to surface the rich network of relationships, both formal and informal, that surround and support people receiving care. The aim was to visualise how people, groups, and organisations are connected in the everyday work of care and support, and how these connections create shared value within a neighbourhood.

    Who's in?

    Who can be part of a Team

    Equal Care Teams are made up of the people the Team Owner (the person receiving support) chooses to have around them. We don’t limit membership based on professional status or organisational role. If someone is trusted, valued and has something to offer: they can be part of the Team.

    That’s what makes this model powerful: it recognises that care doesn’t only come from paid professionals. It also comes from family members, friends, neighbours, and peers - and it all matters!


    Core principle: mutual consent

    Being part of a Team isn’t automatic. Everyone is there by mutual agreement. The Team Owner invites someone in, and that person agrees. No one is assigned. No one is obligated.

    Learning the ropes: To take part in sociocracy with confidence, people need to understand how it works. That means training, practice, and ongoing support. We’ve partnered with Sociocracy for All to help our members build the skills they need, and we continue to learn from what we implement and fine-tune things to fit the way we work.

  • Time and Commitment: Doing things differently takes time. It can be slower at first - especially when decisions are made through discussion and consent rather than handed down. But over time, that investment pays off in better decisions, stronger teams, and more ownership from everyone involved.

  • Consensus Decision-Making: Consensus means everyone has to agree before decisions can be made. That can sound ideal, but it can lead to delays, gridlock, or pressure to agree even when there are doubts. Sociocracy works on the basis of consent instead: decisions go ahead unless someone has a reasoned objection. It’s a more flexible, practical way to include everyone’s voice.

  • Holacracy: Holacracy shares some similarities with sociocracy such as organising work into roles and circles. But its processes are more rigid, and it still tends to follow a formal hierarchy within those roles. We chose sociocracy because it offers structure without losing flexibility. It helps us stay grounded in our purpose: putting power in the hands of the people giving and receiving care.

  • Has an occupational therapist seen you recently?

  • Do you take any medication? Do you need help with it? Where is it kept?

  • Are you in touch with any services or professionals (GP, CPN, support groups)?

  • Are there any documents we should know about? (e.g. DNR, POA, hospital passport)

  • Do you have any allergies?

  • Do you have a ‘go-bag’ for hospital, and where is it kept?

  • Any concerns about past experiences we should know about?

    If you’ll be going out during support, are you happy to cover expenses (bus tickets, café trips, etc.)?

    Friendly or more formal relationship?
  • Do you prefer brief or detailed notes?

  • Consent and data: Policies are available on our website

  • Communication preferences: how should we stay in touch (email, phone, chat)?

  • Working well with different people, roles and systems

    Are there any safety concerns around how it’s currently being taken?

  • Are there non-prescribed medications or substances (e.g. CBD, cannabis) that we need to be aware of when preparing a Medication Administration Record (MAR)?

  • Is their condition consistent, or does it vary from day to day?

    Cultivate and celebrate volunteer contributions, ensuring every gifted hour and act of support—whether from professional helpers or informal neighbours—is visible, valued, and recorded.
  • Host regular Care Commons Huddles, community forums where participants coordinate activities, steward shared assets, spark new collaborations, and deepen mutual support.

  • Connect circles to local resources and community networks, proactively linking care teams with anchor organisations, faith groups, schools, mutual‐aid collectives, and other neighbourhood actors.

  • Broker and document partnerships with community hubs—churches, community centres, libraries, and more—so that care teams can tap into shared spaces, equipment, and expertise.

  • Design and execute inclusive outreach, recruiting a diverse, representative membership for each circle so that every age, background, and life experience is reflected in our care commons.

  • Measure cooperative connections using social-network analysis—tracking the number, strength, and impact of cross-network ties—and feed those insights back into continuous improvement of our self-governing, sustainable care teams.


  • Key Responsibilities

    1. Build & Animate the Care Commons

    • Network Engagement

      • Identify, map (in Kumu), and onboard local care actors—organizations, informal groups, volunteers, businesses, and supported people.

      • Motivate participation in fortnightly huddles, Care Circle meetings, and LOTI pilot activities.

    • Collaboration Facilitation

      • Convene monthly community huddles to exchange resources, co-design solutions, and celebrate “care commoning.”

      • Surface success stories that demonstrate the value of a commons-based approach.

    2. Enrich Care Teams

    • Quality of Interaction

      • Participate in fortnightly Care Circle meetings to review how well care teams engage with local networks.

      • Analyze strengths and gaps, then co-design strategies to deepen support (e.g., tapping new volunteer pools).

    • Resource Management

      • Maintain an up-to-date inventory of shared assets (spaces, equipment, volunteer time).

      • Support transparent fundraising via Open Collective; help establish protocols for resource provisioning.

      • Co-curate a community calendar (PlaceCal) for care-related events and opportunities.

    3. Sustain & Govern the Commons

    • Membership Development

      • Recruit and retain a diverse membership, ensuring broad representation across care providers and community supporters.

    • Collective Stewardship

      • Co-facilitate a member-led governance circle (sociocratic format), providing training and ongoing support.

      • Embed co-production and multi-stakeholder ownership into all activities.

    4. Knowledge Sharing & Evaluation

    • Learning Dissemination

      • Document and share insights on commons and circle development with Equal Care Co-op and external partners.

    • Impact Feedback

      • Feed into the LOTI evaluation: report barriers, opportunities, and emerging impacts of care commoning.

    • Communication

      • Draft minutes, maintain shared documentation, and contribute to communications materials.


    Skills & Experience

    • Essential

      • Excellent communication, facilitation, and interpersonal skills

      • Proven experience in community organising or network-building

      • Familiarity with peer-led governance (sociocracy or similar)

      • Proficiency in digital tools (Kumu, PlaceCal, Open Collective, video conferencing)

      • Data-literate: comfortable capturing, analyzing, and reporting on network data

    • Desirable

      • Knowledge of local care landscape and social care issues

      • Background in collective impact or asset-based community development


    Personal Attributes

    • Passionate about social justice and equitable access to care

    • Collaborative, resourceful, and flexible

    • Strong organizer with excellent time-management and documentation habits

    • Welcoming of diversity—actively committed to disability confidence and closing mental health employment gaps


    This role is open to multiple co-organisers working collaboratively. By sharing responsibilities, we ensure power remains distributed and the Care Commons stays sustainable.

    • Build teams that reflect the local demographic

    • Engage younger adults and parents active within their families or communities

    • Create trust through familiarity and shared lived experience

    Volunteer engagement is another promising area. Traditions of mutual aid—especially in Orthodox Jewish and other community groups—can be harnessed through partnerships with faith institutions and grassroots groups, enriching the quality of life for care recipients and workers alike.

    Team Outputs

    The high prevalence of long-term illness and disability in Springfield means integrated care planning is essential. Teams must:

    • Collaborate closely with local healthcare professionals

    • Provide consistent, informed care that meets complex physical and mental health needs

    Family-based care preferences — particularly common within the Orthodox Jewish community — make it essential that people can build care teams made up of friends, relatives, and trusted volunteers. This supports personalised, values-aligned care that feels safe and familiar.

    Flexible scheduling is key. With high levels of part-time work and unpaid care duties, many residents need adaptable working patterns. Offering flexibility supports retention and makes care work viable for more people.

    Commons Outputs

    The commons have a major role to play in mobilising Springfield’s latent care wealth. Given the area’s high levels of deprivation, structured volunteering and mutual support networks can both support care provision and provide meaningful engagement for those at risk of exclusion.

    Partnerships with religious groups and community organisations can help establish systems for time-banking, skill-sharing, and gifted care — reinforcing local traditions of support and deepening collective ownership of care.

    These networks are not just useful for care delivery but are key cultural assets. Circles and teams that engage with them will not only be more effective but more trusted, rooted, and relevant.

    Implications for Targeted Outcomes

    Growth Outcomes

    To feel in control of their care, individuals need services that understand and respect their cultural and religious identity. For example:

    • Sabbath observance

    • Gender preferences in care delivery

    • Dietary laws Co-designing care plans with families and respecting communal structures enhances autonomy and satisfaction.

    For care workers, growth outcomes hinge on improving livelihoods and security. The prevalence of economic hardship highlights the need for:

    • Fair pay

    • Stable hours

    • Opportunities for progression This also strengthens recruitment and workforce stability.

    Given the area’s lower educational attainment, training and peer learning are crucial for growing expertise. Accessible, ongoing learning opportunities will help local workers gain confidence and competence.

    Systems Maintenance & Co-production Outcomes

    Trusting relationships with professionals are vital in areas with complex health needs. To support this, teams need:

    • Integrated care planning with local health services

    • Feedback mechanisms that keep care responsive and adaptable

    Springfield is rich in community spaces — from religious centres to grassroots venues. These can become hubs for:

    • Team-building

    • Peer-support

    • Social gatherings …helping meet the goal of flexible, community-led care.

    The ability to self-organise care is especially powerful in a context where formal services are often overstretched or underfunded. By enabling care receivers to choose their team members, the co-op’s model aligns well with Springfield’s family-oriented, culturally grounded approach to care.

    Well-being, Relationships & Belonging Outcomes

    Emotional well-being and a sense of safety are especially important in an area where deprivation and crime levels are high. Care must foster:

    • Consistency and trust in relationships

    • Cultural sensitivity in delivery

    • Visible community presence to build local credibility

    Springfield’s history of mutual aid and communal identity offers fertile ground for increasing belonging and connection. By amplifying this — through shared meals, collaborative activities, and gifting practices — we not only improve well-being but help secure the long-term sustainability of our care ecosystem.

    Reducing reliance on paid care, particularly in financially pressured communities, is a key long-term goal. This can be supported through:

    • Greater family and community involvement

    • A culture of gifting time and care

    • Increased self-determination for those receiving care

    Finally, enhancing safety and trust within the care relationship is a core priority. This means recruiting and training care workers who are recognised, respected, and embedded in the local context.

    Summary

    Springfield Ward’s demographic and socio-economic profile brings both challenges and unique opportunities. To succeed here, Equal Care Co-op must focus on:

    • Culturally appropriate care

    • Flexible and secure employment for care workers

    • Deep relationships with community and faith groups

    • A values-driven model that reflects Springfield’s strengths

    When care is designed and delivered in collaboration with the people who live it, and rooted in the cultural logic of place. It becomes not just a service but a shared act of community building.

    Grants or charitable funding
  • Local partnerships or anchor institutions

  • What is it?

    In Phase 4, the Circle reaches financial sustainability and is in a position to support other Circles to develop and grow. Members may choose to incorporate as a separate entity — federated with Equal Care — or continue to evolve within the existing shared structure.

    Why do it like this?

    Recognising the point at which a Circle becomes financially independent honours the principle of autonomy. If Circle members want to explore new directions, access different funding streams, or shape the Circle in ways beyond Equal Care’s scope, incorporation as a co-op or other social purpose organisation becomes a natural next step.

    Membership

    Circle Members

    Principles

    Autonomy · Self-determination · Choice · Control

    Time period

    1-2 years from Circle inception

    Evaluation and Continuous Learning

    • Reflect on what makes a Circle fully independent

    • Define success on the Circle’s own terms

    • Evaluate how the Circle’s relationship to Equal Care may shift, while ensuring mutual benefit and alignment

    Outcomes

    • A mature, sustainable Circle that is ready to support and mentor others ("passing it on")

    • Expanded and diversified types of care and support offered, shaped by local needs and led by the community

    Peer Supervision
    Care Commons
    Community Mapping
    Find (More) Money
    Evaluation Framework
    Radical Candour

    How will problems be noticed, raised and solved?

  • What do you want to achieve for your community?

  • What governance model do you want to follow?

  • Does this concept work with the current Local Authority strategic plan?

  • What are the first people working with the founder(s) going to do?

  • What do you want to achieve for your staff?

  • Who is the organisation going to serve?

  • What red lines and boundaries will you not cross?

  • What are your growth ambitions?

  • Who are your members? Who owns the organisation?

  • Even though this playbook provides possible answers for all of these questions, your responses to each of them must be a clear choice.

    Starting any business is a big step and anyone doing it will do so with certain expectations about how much they're willing to work and how much they want in return, even if the rewards are far in the future or equivalent to a warm fuzzy feeling.

    It is absurdly easy to immediately cross any and all of your personal boundaries in the process and to do this consistently for years. We recommend asking yourself these questions to ensure you know what you want your side of the bargain to be. Even if that's crossed or not achieved, knowing what you are aiming for on a personal level is essential to articulate and get into the light of day.

    • What are your personal goals for the organisation?

    • If you are a solo founder, who else will you ask to join you and what do you want their roles to be?

    • If you have co-founders, are you and your co-founder(s) aligned and what do you each want out of the project and what are your expectations of each other? The more you share at the start, the easier it is.

    • What role do you want to play in the organisation, in the short, medium and long term?

    • How is the initial unpaid effort going to be rewarded? Will it? (For non Local Authority supported founders).

    • What kind of day-to-day governance model would you like to use?

    • What are your own skills and experience gaps and your strengths - what do you bring? What do you need from others?

    • Do you have the time, energy and resources to commit to the work required? This will be a long-term and effortful endeavor. Are your family okay with it? What are their boundaries and needs?

    • What are the likely financial impacts on you and your co-founder(s)? Can you afford to commit to the work?

    • Do you want to be in charge and how much do you want to be paid?

    Middleton Co-operating
    public social intrapreneur
    Leading Lives
    Founder burnout

    Continuous Service Improvement:

    Regular reflection and feedback help teams and circles identify areas for improvement and spark innovation, making services more effective and more inclusive over time.

    Transparency and Accountability:

    Open, honest evaluation creates trust. It helps us remain accountable to our members, stakeholders and wider community: not just through reporting outcomes, but by showing how decisions are made.

    Diverse Participation and Collective Responsibility:

    Involving everyone - people receiving support, giving it, coordinating it - ensures a fuller picture. Shared learning strengthens shared responsibility.

    Evidence-Based Decision-Making:

    By collecting and making sense of data, we can make informed choices that respond to the changing needs of teams, circles and communities.

    Values and Mission Alignment:

    Evaluating practice through the lens of our values helps us check in: are we doing what we said we’d do? Are we staying true to our commitment to equity, solidarity and democratic governance?

    Demonstrating Social Impact:

    This framework gives us tools to understand and share the real impact of our work - social, economic and environmental - and to advocate for more co-operative, community-rooted approaches to care.

    This ensures that relationships are built on willingness and trust, not obligation or rota.


    Types of Team members

    Here's who you might find in an Equal Care Team:

    Role

    What they do

    Team Owner

    The person receiving care and support. They lead the team and shape how things work to the extent that they want to.

    Family and friends

    Trusted people already involved in day-to-day life. They may offer support, coordination, advocacy, or simply presence and insight. Their contributions are recognised and visible.

    Care and support workers

    Paid professionals who provide personal care, companionship, or practical help. They are chosen based on shared values, skills, and personal fit.

    Volunteers

    Community members who offer time and energy to support someone, often through companionship or one-off tasks.

    Peer supporters

    People who have lived experience of care or specific conditions and offer emotional, social, or practical support based on shared understanding.

    Team Starter (temporary role)

    A facilitator who helps get the Team off the ground - supporting matching, coordination, and early relationship-building. The person in this role steps back once the Team is established.


    Everyone brings something different

    Each Team reflects the uniqueness of the person at its centre. Some Teams may be mostly family-led. Others might have a mix of volunteers and paid workers. Some will include peer supporters with lived experience that deeply resonates.

    What matters is that every Team is built on consent, shared values, and a commitment to supporting the Team Owner’s wellbeing and autonomy.


    Recognising contributions through Team Hats

    On the Equal Care platform, roles and responsibilities are made visible using something called Team Hats. These help clarify who’s doing what, whether it’s rota coordination, note-taking, or helping to welcome new members. They also make it easy to share or hand over responsibilities if things change.

    Everyone in the Team - including unpaid members - can wear a hat. This helps to recognise all the work involved in support, not just the paid hours.


    A few guiding principles

    • No one is in the Team without consent from both sides

    • Team members are treated as equals, not ‘professionals’ vs ‘relatives’

    • Contributions are valued whether paid or unpaid

    • Team Owners can be as hands-on or hands-off as they wish

    When a care and support professional is able to connect with other individuals involved in someone's support - be they a relative, a friend, a neighbour, another care professional or indeed the Team Owner themselves - they are able to build a better picture of the support needed, and pick up on developments and changes that might otherwise go unnoticed.

    The annual budget for the co-op

    Any members they co-opt (invite in for specific knowledge or experience)

  • The Leader and Delegate of the Co-Circle (which helps link up the Purpose Circle with the rest of the co-op)

  • When do they meet?

    The Purpose Circle meets regularly — at a minimum, once every three months. Sometimes they meet more often, even every two weeks, depending on what’s going on.

    What do they decide?

    • Budgets and funding applications

    • The co-op’s development and direction (usually over the next 6–12 months)

    • Contracts that commit the co-op to something

    • Hiring and letting go of employees

    • Bringing in new members

    • Keeping an eye on how the co-op is doing — and suggesting changes if we’re drifting from our mission

    How do they make decisions?

    Like other Circles, the Purpose Circle uses sociocratic methods, including consent-based decision-making, as much as possible.

    But when a decision falls into something that only the Directors are allowed to decide (according to our Rules), they switch to formal voting. That’s because there are legal requirements around certain kinds of decisions like employment or contractual matters which need to be handled in a specific way.

    Any jargon I need to know?

    • Purpose Circle = the same as the Board of Directors in our official Rules (see sections 73–110)

    • Facilitator = the same as the Chairperson

    • Logbook Keeper = the same as the Co-operative Secretary

    Coop Output Dimensions and Outcome Domains
    Operations Development

    What’s involved:

    This is the foundation. It’s where you put the building blocks in place for how your local Circle will run. These include:

    • Circle Operations: coordination and communication across the Circle

    • Care Operations: service delivery processes and systems

    • People Operations: HR, contracts, and people support

    • Financial Operations: invoicing, payments, accounting

    • Platform Operations: making sure your digital tools work for your team

    Each of these needs clear roles and simple systems to help your local teams function without unnecessary bureaucracy. Wherever possible, use your digital platform to reduce admin load.

    👉 See also: Equal Care’s Platform and Choosing Technologies


    Marketing

    What’s involved:

    Even the best-designed service needs visibility. You’ll need to:

    • Develop a local marketing plan that reflects your context and audience

    • Produce local marketing collateral - flyers, social posts, posters, referral materials

    • Coordinate a launch marketing push to coincide with your readiness to begin forming Teams

    Good marketing is grounded in trust. Focus on relationships, not just reach.


    Recruitment

    What’s involved:

    You’ll need to recruit people into two core groups:

    Worker Recruitment:

    • Coaches

    • Care Workers

    • Registered Manager

    • Circle Operations roles (Hats)

    Team Owner Recruitment:

    • Lead generation via community engagement

    • Initial conversations with people who may want to form or join Teams

    Recruitment is ongoing. Build with care and consistency. Every new person shapes the culture.

    👉 See also: Recruit Workers


    Worker Training and Platform Onboarding

    What’s involved:

    New workers and Circle contributors go through a structured Welcome Process followed by training tailored to their role:

    • Coach Training

    • Care Worker Training

    • Circle Ops Hats Training

    Once completed, workers are marked as ready to start forming or joining Teams.

    This is also where you introduce the peer supervision process, a core part of how we support and learn together.

    👉 See also: Peer Supervisor


    Launch and Strategy Planning

    What’s involved:

    Before you formally launch, you’ll want to co-develop a clear plan:

    • Understand the local commissioning requirements

    • Shape your launch strategy in partnership with key allies

    • Begin early engagement with local commissioning groups (e.g. NHS, LA leads)

    This helps ensure alignment and clarity, and sets you up for future funding conversations.


    Commissioning

    What’s involved:

    To deliver commissioned care (e.g. NHS or local authority-funded work), you’ll need to:

    • Submit a framework application

    • If approved, enter the tendering process

    • On success, you’ll be added to the approved provider framework

    This can take time, so begin parallel to your other activities. Some areas may also have grant funding or direct payment pathways.

    ❓Why did we use this evaluation tool?

    Mapping is a powerful tool for making the often invisible aspects of community care visible. Where traditional metrics may struggle to capture things like community trust, informal networks, and volunteer contributions, a social network map can reveal these forms of “care wealth” and social capital in a way that's accessible and relational.

    Mapping also supports Social Network Analysis (SNA), helping us track changes in connectivity and cohesion over time. We hoped that sharing and exploring the map would help build community pride, spark conversations about the care economy, and motivate others to contribute to or steward the commons.


    The Care in Common Network

    To access the Kumu mapping platform in a separate tab click

    The map above focuses on a hyper-local community surrounding the Clapton Care Circle. Each dot (or “element”) on the map represents a person, team, business, organisation or group engaged in care work - either formal or informal. The lines between them represent relationships, ranging from loose contact to deep collaboration.

    Community mapping was used here not only to evaluate social impact, but to create it - by strengthening awareness of the social fabric and celebrating the people and groups quietly holding it together.

    🗺️Mapping Care Wealth

    “Care Wealth” refers to the crucial yet often undervalued activities that sustain everyday life - from paid care roles to unpaid support from friends, neighbours and volunteers. These acts of care are foundational to our well-being, even if they go unnoticed in mainstream economic models.

    The map captures this care wealth by showing how different types of care - formal and informal, paid and gifted - flow between people and organisations. Because care is inherently relational, the wealth lies not in individuals, but in the connections between them. By mapping these connections, we begin to see care not just as a service, but as a common good: a community resource collectively generated and sustained.


    🏗️ How did we build the map?

    In March 2023, members of the Clapton Circle co-designed the map and uploaded data based on:

    • their own local knowledge,

    • conversations with community members, and

    • personal care maps co-created with individuals receiving support.

    While the intention was for the map to be collectively maintained by care teams, time constraints and digital barriers meant this didn’t fully materialise. The final map therefore represents a partial view: biased toward the perspectives of the original mappers. That’s why the Clapton Care Circle sits at the centre of the network.


    🧭 How can you use the interactive map?

    Anyone with access to a computer can explore the map by interacting with the elements and filters.

    Elements (dots):

    • Represent people, groups, businesses, care teams, and organisations.

    • Clicking on a dot reveals more narrative info: who they are, what they do, and how they relate to care in the community.

    • ‘Closed down’ groups appear as squares, representing decline as well as growth.

    Connections (lines):

    • Engaged (thin solid line): active relationship with potential.

    • Generative (thick line): strong collaboration or joint action.

    • Inactive (dotted line): relationships not currently active but with latent potential.

    Clicking a connection shows what the relationship involves (e.g. informal care, mutual aid, co-hosted events).

    Filters:

    • Use the buttons at the bottom of the map to filter by:

      • Type of connection (engaged/generative/inactive)

      • Type of element (e.g. person, group, team, business)

    • Use the dropdown menus at the top of the map to filter by:

      • Paid/formal care

      • Unpaid/informal care


    The community map is a living resource. We hope others can build on it, use it to reflect on their own role in the care commons, or even start mapping their own neighbourhood networks. It’s a tool for storytelling, evaluation, and ultimately, for strengthening the web of care that connects us all.

    Have a go

    Good enough for now, safe enough to try

    After all's said and done, no amount of reading and talking about the thing replaces actually getting stuck in and Doing the Thing, so once you've done what feels like the right amount of thinking to build your foundation, it's time to have a go.

    There are a few aims at this stage:

    • Favour gut learning over book learning. With your team or founding group, practise some of the core skillsets the Equal Care model relies on: team starting, peer support/supervision, and sociocratic decision-making. The sooner you jump into this stuff, the better, particularly with sociocracy.

    We started off by completing the 'ELC' - the Empowered Learning Circle training offered by Sociocracy For All. This was a turning point for us as a group. People who spoke more in meetings starting speaking less and people who spoke less started speaking more. This changed the group dynamic in important ways, ultimately leading to the articulation of our purpose to redistribute power. There was a strong 'gut moment' where this felt right, the same as when we settled on our name. Sociocracy was the enabler for that.

    • Pay attention to what the real world throws back at you, and try and make whatever you just did reversible. Alternatively, ignore it and forge ahead.

    Full disclosure, we didn't really do this. We were working with one big, overriding idea and in some cases we stuck things out that would be better to have left earlier on. We tried to start a Circle in an area where we thought we had at least 6 people available to give support. But by the time circle meetings were really up and running those 6 people had decided against giving support (they were all coming into care either for the first time or after a long break). This meant that the circle lacked an essential side of the relationship, so wasn't able to develop past the community meetings point. It ended up taking another 4 years before we were able to come back around and start the circle for real.

    • Make low stakes mistakes. Go into each new experiment assuming that you'll make mistakes. Capture these whenever they happen and course correct as needed.

    One low stake mistake I (Emma) made was to overpromise and underdeliver. Easy to say it but in the case of the first person we supported, I sold the vision rather than the reality. The vision was great, the reality, not so much. We were under-resourced, hardly had any people to offer and didn't have any of the infrastructure in place to properly problem-solve or ensure that we really did have the capacity to fully fill the hours of support needed. After this experience, every new person joining the co-op was given a warning about where we were in our development and that we wouldn't be able to guarantee things like fulfilling all the hours needed, finding cover or even new team members. We possibly went too far the other way, under-promising so much that people were very nervous about working with us! It took a while to strike the balance and get it right but we did get there in the end.

    We made high stakes mistakes too. One we'll share here was the original version of the model, which included two roles that were all 'people Doing To'. These were the Facilitators (a cross between a coach and a team starter but not also giving care) and the Community Circle Organiser (not local to where the circles were supposed to be starting, also not giving care).

    Role design is easy to reverse when no one is in the role and hard to do when they are. These roles were not coming from our core membership: Workers, Supported and Advocate. This meant that for the first couple of years we were forever cajoling people into doing things that they didn't really want to do, without investing them with the roles and the power to do it. This meant we were working against our original purpose!

    It took a while to see it and was one of the main reasons that the Circle structure took such a long time to start. Had those roles been more provisional we could have better adapted them to where we really needed to go. As it was, this extended the model's development time by a couple of years.

    • Get to know each other properly: this is the time to stress-test your ways of working and decision-making. It helps build commitment and creates space for people to step away early, if needed.

    This is probably the hardest bit, because it can be so easily skipped. We are really proud about how much time we did put into this, spending solid hours together as the founding group and then others who subsequently joined. One of the first principles we established was that people could adapt their commitment depending on their life circumstances.

    This helped a lot and meant that trust and clarity built up amongst us all. It also gave people the opportunity to leave without guilt if it wasn't working out for them. Some people left because we were too far away from giving care at that point or because they realised the early work was going to be asking too much of them. We always felt really clear about who was able to commit to what and why.

    • Put your assumptions to the test. See whether what you thought would work holds up in practice.

    Aside from Equal Care's founding purpose and objectives, every single aspect of the model has been held up to the light, received some tyre-kicking and invariably ended up changed. Team starting has gone through innumerable iterations, as have the development of the team roles themselves. Circles have been attempted at least 6 times and the Registered Manager role has received several experimental runups.

    We built the platform using off the shelf tools first, approximating the kind of collaboration and outcomes we wanted to see. Everything has been transitory, ephemeral, provisional, testable... One of the most important aspects of all this is that everyone in the co-op knows this. Even if you tell people it's not a substitute for how it feels. Roles can be ambiguous, shifting, changing frequently. Tech tools develop and change. An early stage co-op is not for the faint-hearted! By being clear upfront about how in flux everything was we were able to minimise a lot of the negatives around that experience. Now that the core elements of the model have been much more firmly established, the co-op has been able to offer clarity and structure needed by many people.

    Luckily we've done a lot of all this so you don't have to (!) but starting any organisation will always bring a set of local, contextual experiments that need to be put to the test and done with the consent and awareness of all involved.

    This stage can feel trickier for local authorities, who may find it harder to ‘just start doing stuff’. But there are lots of ways to trial small elements in practice - enough to build confidence in what you’re aiming for and begin to feel how it works on the ground. Starting an Empowered Learning Circle internally is a low-intensity way to do it or consider working with us to experience the model and these concepts in practice.

    Service Design

    To get started, the key is to define what you’re going to do, what outcomes you want to see, and how you’ll map out the path to get there (on the understanding that it will take many twists and turns along the way).

    Think of what you're doing as the prototype of the larger co-op - this gives you a chance to test your assumptions about how your service will work and what impact it might have. The findings from this stage should feed directly into your full service design during the phase.

    At this point, before care or support are actually given, it's useful to start thinking about whether you'll be:

    • A regulated service, providing personal care and subject to CQC inspection,

    • Or an introductory agency, which sets up and supports teams but is not responsible for the ongoing delivery of personal care

    Each route comes with different structures, service types and cost implications, so your choice here will significantly shape the future of your organisation. You can start as an introductory agency, which has lower administrative burdens and risks, then become regulated as you grow or stay introductory.

    Equal Care decided to be regulated in order to reach the maximum amount of people and this also give access to further funding through council and NHS contracts. We started out as an introductory service and remained as this for a full year before registering. This was a crucial learning period to get ready for the extra requirements of registration and - in some ways - to make our peace with what we couldn't change, such as having to have a Registered Manager.

    Funding

    Starting to try stuff out, no matter how limited in scope, will require some level of funding. Working out the cash requirements for this phase can also give you valuable insight into the financial viability of the full service once launched.

    You can find more detail on fundraising , but at this early stage we recommend seeking grant funding from a values-aligned funder - ideally one who can offer more than just money, such as strategic support, visibility, or connections.

    Equal Care received a range of small grants and ran a donation-based , which raised over 20K for seed capital.

    Lean Operations Development

    At this stage, you’ll need to develop processes for how your operations will function during the pilot. This is another chance to test your assumptions - so avoid over-designing your systems, as they likely won’t work exactly as expected.

    This is why this phase should remain lean: the aim is to put just enough structure in place to enable effective testing and learning from its implementation.

    Recruitment

    To operate your pilot, you’ll need to recruit both care workers and people who need care - or as Equal Care calls them, Team Owners, since they have ownership over and in many cases lead their Team.

    The pilot gives you a chance to design and test your recruitment process. Hiring and retaining care workers is a well-known challenge. However, the co-operative, sociocratic and commons-based model has proven to be highly attractive, with significantly higher satisfaction levels than traditional care roles.

    Worker Training and Platform Onboarding

    Once hiring has taken place training and onboarding will be needed to ensure that care workers operate in line with your ethos and policies. Equal Care has developed the Worker Welcome Book for this purpose, alongside a well-developed, peer-lead process that helps new workers get up to speed and work effectively from the outset.

    Team Formation and Caregiving

    This is the core of the pilot phase: creating the teams, providing care, and measuring the outcomes based on the dimensions you've defined.

    As this is a pilot, it’s important to clearly communicate the scope to everyone involved - especially if it is time-limited and the care teams will not continue into a full service.

    Assessment and Iteration

    Once the pilot has ended - or at least the measurement has taken place - it is time to assess, analyse, and report on the findings. This isn’t simply a yes/no decision on whether to continue; it’s a deeper evaluation of your service’s overall viability.

    The outcomes will inform how the service, operational and financial model needs to work, enabling the full service to have a higher probability of succeeding.

    Interviews Outcome Domains

    The interviews and group reflections provided a wealth of insight into the lived experience of those involved in the pilot—care workers, care owners, volunteers, and organisers alike. Through open-ended conversation and deep listening, we were able to explore the subtle and significant ways that people were impacted by the project. This section presents what we learned, organised around the three core Outcome Domains of our Theory of Change:

    🌱 Growth 💞 Well-being, Relationships & Belonging 🤝 Systems & Co-production

    These findings highlight the hopes, challenges, contradictions, and changes participants navigated. Many of the insights are deeply personal, others point to wider structural and systemic issues. While the original evaluation plan included the integration of platform and survey data to support this analysis, technical and capacity constraints meant that these data sources were not fully implemented during the pilot. As a result, the reflections here are drawn almost entirely from qualitative methods—interviews and group discussions—offering a narrative-based window into the project’s impact.

    Though not exhaustive or conclusive, these findings offer valuable learning about what care can feel like when shaped by cooperation, trust, and local relationships—and what gets in the way. They reveal both the transformative potential of Equal Care’s model, and the practical realities that limited its reach. What follows is a textured account of real experiences, organised by theme, grounded in the voices of those at the heart of the work.

    A summary of interview data is availble immeditaely below. For more detailed accounts and supporting quotes, see the full findings on the following pages.

    Thematic Summary of Interview Findings. ▶️ Click to expand the summary.

    🌱 Growth: Agency, Inclusion, and Individual Development

    What emerged clearly:

    Choosing technologies

    Technology has become the operational backbone of social care, and so choosing the right technologies for your co-operative is paramount.

    Approaches

    Three primary approaches can be taken:

    Care Commons

    Equal Care Co-op’s pilot in commons-based care in Hackney built on five years of developing and delivering our Teams Model of home care in Calderdale, Yorkshire. Together, these two phases have tackled two persistent challenges in traditional care models:

    • The disconnection between the care worker, the person receiving care, and their wider support networks.

    • The disconnection between care providers and the community networks in the neighbourhoods they serve.

    From 2019 to 2021, our Teams Model addressed the first challenge by enabling deeper, more relational care between care workers, recipients, and families. In 2023, the Hackney pilot shifted focus to the second: activating the untapped potential of local community networks.


    A strong desire for agency and personalised care: Participants—especially care owners—described traditional care models as transactional and disempowering. In contrast, Equal Care was praised for trying to offer more choice, match-making based on compatibility, and honouring individual preferences.

  • Workers also felt empowered: Many spoke about increased confidence, being listened to, and being encouraged to take initiative. There’s a notable emphasis on psychological safety—“not being forced into anything”—as a precursor to personal growth.

  • Learning environments: Group spaces, though digital, were described as energetic, safe, and conducive to reflection, experimentation, and skill-building.

  • Tensions and limitations:

    • Choice was often aspirational rather than real. With few teams and limited hours, participants recognised that flexibility and compatibility were constrained by the scale of the project.

    • Unmet basic needs acted as a ceiling on growth. Care owners struggling with food or housing insecurity could not meaningfully focus on personal development. This underscores a major tension: models focused on empowerment and relational care are limited when structural deprivation remains unaddressed.

    Implications:

    • Equal Care's ethos clearly resonates—but delivery needs to be underpinned by resourcing that supports scale, consistency, and structural stability.

    • Growth and autonomy need to be contextualised within broader socioeconomic realities—without which empowerment rhetoric can feel hollow or even misleading.


    💞 Well-being, Relationships & Belonging: Solidarity and Emotional Connection

    What emerged clearly:

    • Emotional relationships were central: Across roles, people valued connection, care, and shared experiences more than formal incentives. Even in a hyper-local model, emotional proximity mattered as much as physical proximity.

    • Care relationships went beyond tasks: Workers described companionship, informal support, and responsive care that defied the rigid role boundaries imposed in traditional services.

    • Facilitation mattered: Practices like emotional check-ins and deliberately slow, reflective meeting formats supported group cohesion and nurtured trust.

    Tensions and limitations:

    • Relationship-building takes time and consistency, which conflicted with externally imposed project timelines (e.g. LOTI pressures). As one interviewee noted, the space became “task-oriented and closed” under deadline pressure.

    • Community roots were fragile or uneven: There were divergent views on whether the Circle was truly embedded in the community. Some pointed to strong local connections (church, shared networks), while others critiqued the project’s partnership choices and lack of deep local knowledge.

    Implications:

    • The co-op’s strength lies in its capacity to foster authentic relationships—but this is resource-intensive and easily disrupted by time pressures or structural misalignment.

    • Future iterations should consider investing in slower, relationship-first infrastructure and ensuring anchor partners have deep local credibility and connections.


    🤝 Systems & Co-production: Participation, Accountability, and Innovation

    What emerged clearly:

    • Strong aspirations for shared power and decentralisation: Participants highlighted sociocratic principles like rotating facilitation, open agendas, and inclusive decision-making. These were seen to support confidence, ownership, and organic leadership.

    • Innovation through culture, not just tools: Rather than predefined roles, the Circle drew on the “gifts” of each volunteer. This flexible, values-led approach fostered creativity and dignity.

    Tensions and limitations:

    • Volunteer processes struggled with structure vs spontaneity: Efforts to create meaningful induction processes clashed with the need to maintain energy and momentum. Newcomers sometimes disrupted progress; lack of clarity about roles led to fragmentation.

    • Accessibility wasn’t just a matter of attitude, but deep resourcing: Efforts to include people with complex access needs often fell short—not due to lack of will, but lack of time, funding, and infrastructure.

    • Digital infrastructure failed to deliver: Platforms like Rocket Chat and the Equal Care system weren’t well used, resulting in confusion, duplication, and disengagement. WhatsApp was more accessible, but introduced its own problems (e.g. guilt, privacy risks).

    • Size limited resilience: Flexibility was seen as dependent on a larger network—more people, more options, more redundancy.

    Implications:

    • Real co-production requires not just flattened hierarchies, but investment in access, infrastructure, and scale.

    • Volunteer strategies must distinguish between long-term leadership, intermittent contribution, and informal gifting—and support each accordingly.

    • Digital tools must be truly usable, or they will undermine coordination and equity.


    🧩 Cross-Cutting Insight: Vision vs Reality

    Across all three domains, the same tension repeats: Equal Care’s values and aspirations resonate powerfully, but implementation lags behind due to structural constraints—particularly around scale, resourcing, infrastructure, and systemic inequality.

    Participants overwhelmingly endorsed the idea of cooperative care, local networks, and meaningful relationships. But the execution is fragile: limited choice, unmet needs, inconsistent access, and an overreliance on goodwill. This is a common pattern in grassroots innovation: the model shines where people are supported and connected, and falters where systemic gaps remain.

    1. Low-code

    These platforms enable organisations to create applications with minimal hand-coding by providing a visual development environment. These platforms typically include drag-and-drop features, pre-built templates, and automated processes to streamline development.

    Typical examples might be Squarespace to create a website or Typeform to create surveys.

    Often, multiple low-code services are required to meet the organisation's needs. While services can be used independently of each other, it is possible to integrate them with each other, using a service like Zapier to aid interoperability through process automation.

    Equal Care's "Frankenstein's Monster"

    During Equal Care's start-up phase when developing the pilot, an assessment was done on a potential full-service platform and at the time, none of these met the needs of the co-op, partially due to the way in which Equal Care is organised using sociocratic and co-operative principles, but also as they did not have the functionality required.

    So, the decision was made to integrate a series of valuable services using Zapier to automate critical functions, communication, and effective record-keeping.

    Services used included Quickbooks for financial control, for communication, for data/record keeping, for online forms and for the scheduling of care appointments.

    This required a learning curve to make the services work together that was steep, and while the results were not ideal, they were "good enough" to enable the co-op to move forward with the pilot.

    2. Full service

    A software-as-a-service (SaaS) solution is a comprehensive offering well-suited to the social care co-operative's needs. Full-service solutions offer seamless core software functionality, usually delivered via the Internet, and a range of additional services and support to ensure the software’s effective deployment, use, and ongoing maintenance.

    The major caveat here is that a single platform rarely fits an organisation's needs perfectly, meaning compromise is often needed when procuring these services.

    See here for a range of social care platforms that are currently available (July 2024).

    3. Custom

    This is a software platform that is specifically designed, developed, and tailored to meet the unique needs and requirements of the organisation. Unlike off-the-shelf products, which are generic and intended for a broad audience, custom-commissioned technology is bespoke and developed from the ground up or significantly modified based on detailed specifications provided by the client.

    A custom build can either be done by using a third-party agency, where a bidding process could be run to secure the most suitable vendor, or done in-house, which would mean the creation and management of an internal design and development team.


    Procuring a digital social care platform

    Procuring a software-as-a-service (SaaS) platform is straightforward but one that needs to be done thoroughly, considering the organisation's strategic aims and specific needs in equal measure.

    Here’s a step-by-step guide to help you navigate this process effectively:

    Step 1: Needs Assessment

    Identify Requirements

    • Collaborate with stakeholders to define your social care organisation's specific needs and requirements.

    • This should include both those giving and getting care as well as those supporting the teams, including advocates, volunteers and most importantly, friends and family members.

    • Consider the functionalities required, such as case management, client tracking, reporting/care notes, compliance, communication, finance, scheduling and managing bookings, and integration with other systems you already have or may need to procure to bridge any functionality gaps.

    • Set your budget for the service, considering the differing revenue models of the services and how that fits into the society's financial planning. For instance, a service's fee based on the number of users may be suitable at start-up, but as the co-operative scales, this cost may not be acceptable in the longer term.

    Regulatory Compliance

    • While the CQC does not explicitly regulate software platforms used in social care, it sets out requirements for the overall management and delivery of care, which indirectly impact the choice and use of technology platforms. Refer to the section of the CQC guidance to adult social care providers.

    • Ensure the platform complies with relevant data protection regulations and standards, such as the (a.k.a. GDPR).

    Step 2: Market Research

    Identify Potential Vendors

    • Conduct market research to identify providers that specialise in social care.

    • Look for vendors with a proven track record in the sector.

    Vendor Reputation

    • Assess the reputation of potential vendors by reviewing case studies, client testimonials, and industry reviews.

    • Verifying the vendors' claims is critical. Similar to references for employees, this process is vital for ensuring that any claims made through a sales process or marketing are truthful.

    Step 3: Request for Proposals

    Develop Request for Proposals (RFP) Document

    • Create a detailed RFP document outlining your requirements, project scope, budget, evaluation criteria, and timelines.

    • Include questions about the vendor’s experience, functionality, security/privacy measures, scalability, and customer support.

    Distribute RFP

    • When a custom built platorm is required then send the RFP to a shortlist of selected vendors and set a clear response deadline.

    • If the co-operative is sourcing from existing software services, this step is not necessary.

    Step 4: Evaluation

    Review Candidates

    • If commissioning a custom build, evaluate the proposals based on how well they meet your requirements to create a shortlist.

    • If assessing existing software, use the criteria to create a shortlist of preferred candidates.

    • Pay close attention to functionality, ease of use, scalability, budget, security, and compliance features.

    Vendor Demonstrations

    • Invite shortlisted vendors to provide demonstrations of their platforms.

    • Use real-life scenarios to test the functionality and usability of the system.

    References and Site Visits

    • Contact references provided by the vendors to get feedback on their experiences.

    • If possible, talk directly to other social care organisations using the platform to see it in action and ask questions.

    Step 5: Selection and Due Diligence

    Scoring and Ranking:

    • Use a scoring system to rank the vendors based on the criteria outlined in the RFP.

    Contract Review:

    • Review the terms and conditions of the contract carefully.

    • Pay attention to service level agreements (SLAs), data ownership, exit clauses, and any hidden costs.

    • Many services will have tiered service levels, with higher fees allowing increased functionality access and customer support. Ensure these meet your budget requirements, particularly in light of organisational growth.

    Data Security and Compliance

    • Ensure the vendor meets your organisation’s data security and compliance standards.

    Step 6: Implementation Planning

    Project Planning

    • Work with the selected vendor to develop a detailed implementation plan.

    • This should include timelines, milestones, responsibilities, and resource allocation.

    Data Migration

    • Plan for the migration of existing data to the new platform.

    • Ensure that data integrity and confidentiality are maintained during the transition.

    Training and Support

    • Arrange for training sessions to ensure that staff are comfortable using the new system.

    • Establish a support plan to address any issues that arise post-implementation.

    Step 7: Pilot Testing

    Pilot Phase

    • Conduct a pilot test of the platform with a small group of users.

    • Use this phase to identify any issues and make necessary adjustments.

    Feedback Loop

    • Gather feedback from pilot users and work with the vendor to address any concerns or improvements needed.

    Step 8: Full Rollout

    Gradual Rollout

    • Consider a phased rollout to ensure a smooth transition. Start with one circle, department or group before expanding to the entire organisation.

    Ongoing Support:

    • Maintain ongoing communication with the vendor to ensure that any issues are promptly addressed.

    • Regularly review the platform’s performance and gather feedback from users.

    Step 9: Monitoring and Evaluation

    Performance Metrics

    • Establish key performance indicators (KPIs) to measure the platform’s effectiveness in improving your social care services.

    Continuous Improvement

    • Regularly assess the platform’s performance and work with the vendor to make continuous improvements based on user feedback and changing needs.

    Reconnecting Care

    In most conventional care systems, there’s a sharp divide between formal care (delivered by paid workers or organisations) and the informal networks that quietly sustain people day-to-day: friends, neighbours, family, volunteers.

    These informal networks are often rich in trust and understanding. Yet they are rarely recognised in care planning and cannot easily connect with formal care providers. The result is fragmented, task-based care that misses the bigger picture: the relationships, environments and activities that make life feel meaningful.

    A commons approach seeks to close that gap. It treats care as something to be shared and stewarded by communities; not just delivered to people, but shaped with them.

    See also: The Role of Teams in the Community Care Networks


    Beyond Public and Private Ownership

    Care is often framed as either:

    • a public service (run by the state), or

    • a private commodity (delivered for profit).

    The commons offers a third path: care as a shared resource, held in trust by the people who give and receive it. Nobody owns it outright. Instead, the community works together to ensure it is sustainable, fair and responsive.

    This approach aligns closely with Equal Care’s co-operative model, where decision-making and ownership are shared. A commons view of care supports more local control, stronger relationships and more space for care to reflect people’s lives and values.

    For more on this principle in practice, see: Co-production


    Commoning is a Verb

    Commoning isn’t just a concept - it’s something people do. It’s the daily work of managing shared resources, responsibilities and relationships.

    A useful way to think about this is the Triad of Commoning, developed by Silke Helfrich and David Bollier. It describes three interlinked dimensions:

    • Social Life: building trust, cooperation and shared responsibility

    • Peer Governance: making decisions together about how care is given and received

    • Provisioning: sharing what we have: time, skills, knowledge, meals, even physical spaces — in ways that meet people’s needs and care for the whole

    Together, these practices help shift care from a service model to a shared way of life - one built on connection, mutuality and belonging.

    The Triad of Commoning, from "Free, Fair and Alive: the Insurgent Power of the Commons", by Silke Helfrich and David Bollier

    You can see examples of this in action in: Experiences & Learnings from the Clapton Circle – Commons Outputs

    The Concept of The Care Commons

    The Care Commons reframes care as a shared, community-governed resource — one that brings together both formal and informal caregivers into a more connected, relational system of support.

    Rather than seeing care as something delivered to individuals, the Care Commons recognises the everyday work of care that already happens in communities: among neighbours, friends, volunteers, and families. It values this work as community care wealth: something to be nurtured, shared, and protected.

    See also: Mapping Care Wealth


    What is Community Care Wealth?

    Community Care Wealth is the value created in relationships: in the trust, mutual support and acts of kindness that people offer one another. It is generated through everyday caregiving - from checking in on someone to cooking meals, giving lifts, or simply being present.

    This kind of wealth doesn’t show up in budgets or spreadsheets. But it is foundational to healthy, resilient communities. It grows when people:

    • Spend time with each other

    • Share skills, spaces or resources

    • Look out for one another

    • Build trust and connection

    By treating care wealth as a commons resource - something shared and stewarded by the community - the Care Commons supports a more sustainable, relational and distributed approach to care.


    The Role of Community Care Networks

    A core feature of the Care Commons is the integration of formal and informal care. This includes:

    • Paid care workers and professionals

    • Family and chosen family

    • Peer supporters and volunteers

    • Neighbours and local groups

    When these networks are connected, care becomes more than just meeting physical needs — it includes emotional, cultural and social support too. The quality of care is shaped not just by tasks, but by relationships: between those giving and receiving care, and the community around them.

    Mapping these relationships makes hidden care wealth more visible, helping us understand where support already exists and where it could grow.

    To explore this mapping in detail, visit: Community Network Map


    The Commons in Equal Care’s Model

    The Care Commons is not separate from Equal Care’s work — it is part of how the co-op is structured. As a dimension of our model of care, it has its own outputs, activities and outcomes, reflected in our interactive Theory of Change.

    Commons Theory of Change

    • Commons resource circles bring volunteers together to gift time, care and skills

    • Local partnerships connect Circles to community spaces and anchor organisations

    • People co-produce their care, shaping it around what matters to them

    • Trust and reciprocity are built across teams, families, neighbours and peer groups

    • Evaluation tools measure the strength of cooperative and community connections

    • Gifting and sharing become part of everyday care (meals, support, knowledge)

    • Social experiences increase — from shared meals to group gatherings

    • Less paid care may be needed over time, as informal networks grow stronger

    What happens when community care wealth is made visible and shared:

    • 🧑‍🤝‍🧑 More people feel the power balance is right People giving and receiving support feel their voices matter. Decisions are made together, not for them.

    • 🌐 Stronger community networks and partnerships Relationships deepen between teams, circles and other local organisations with shared values.

    • 💬 Peer support is widespread and normalised People begin to look to each other for support: across families, neighbours, volunteers and care workers.

    🌱 Why it Matters

    Incorporating the commons into co-operative care addresses a gap in conventional systems where efficiency and compliance often come at the expense of relationships and wellbeing.

    A commons-based approach makes care:

    • More flexible and relational

    • Grounded in community trust

    • Co-governed and participatory

    • Focused on abundance rather than scarcity

    It’s not a utopia, but it offers a way forward. One where care is everyone’s business, and where communities have the power to shape and sustain the support they need.

    To explore how we measure this impact, see: Equal Care’s Social Climate Framework

    Challenges and Considerations: Insights from our pilot in Commons-based Care.

    For a comprehensive account of the experiences, insights and recommendations on implementing the Commons Outputs and building a care commons see the following pages in the evaluation framework below:

    About the pilot

    Share the Power
    here
    Crowdfunder

    Community needs assessment

    A community needs assessment is a foundational tool in planning hyper-local, cooperative models of care. By examining demographic, socio-economic, and cultural data for a specific area, it helps us understand the lived realities of the people who make up a place, together with their challenges, assets, and unmet needs.

    This data-informed approach allows us to:

    • Align services with real-world demand

    • Design initiatives that are inclusive, equitable, and responsive

    ❤️ More trusting, equitable relationships People feel safer, more respected, and more able to express their needs and preferences.

  • 🏡 Care happens in familiar, community-rooted places People use local spaces to meet, organise, and connect beyond the care itself.

  • 🌈 Community kindness and connection grows Gifts of time, care, presence and skills increase. Acts of generosity become part of everyday life.

  • 🎁 People benefit from gifted care, time and assets Unpaid care and support are visible, valued and supported alongside formal roles.

  • 🍽️ Mealtimes become more social experiences Simple moments of care become shared, social and joyful.

  • 🌿 Care and support exists in greater abundance The support on offer is richer, more responsive and more widely distributed.

  • 🧭 Care meets more of what matters to people It supports quality of life, not just basic needs.

  • 📉 Over time, some people need less formal paid care As informal and community-based care becomes more embedded and trusted.

  • 🤝 Trust in care workers and the co-op grows People feel more confident in the support they receive and in the structures behind it.

  • Community Mapping
    Community Care Network Analysis
    Commons Outputs: Experiences, learning and recommendations.
    Key Recommendation: Strategic Partnerships for Commons-based Care
    Assessing Capacity for Co-production
    Scaling Commons-based Care: A Care Commons Service Specification
    here
    Measure impact in the context of the communities we work in

    For Equal Care Co-op’s pilot in Clapton, East London, we focused primarily on Springfield Ward, situated in the London Borough of Hackney. Below is an overview of both areas.


    Why it matters for cooperative care

    This kind of analysis supports:

    • Strategic service design: tailoring care to local demographics

    • Impact evaluation: measuring change relative to real-world needs

    • Community resilience: identifying social infrastructure and pressure points

    • Equity: highlighting structural inequalities that care services can address

    It also helps us understand the systems surrounding formal care, including the informal, familial, and voluntary relationships that form the foundation of the care commons.

    For the most part our pilot project in the Springfield Ward of Hackney, London. Find a comprehensive Demographic Overview of Springfield Ward and Hackney in the tabs below.

    Key Data Insights: Springfield Ward, based on the latest available data.

    Springfield is a diverse, densely populated ward in Hackney with pronounced community networks and unique care needs.

    Population & Age

    • Total population: 15,319 (2021 Census)

    • Children and young people (0–17): 34.9%

    • Adults (18–64): 56.4%

    • Older adults (65+): 8.7% The area is significantly younger than London’s average.

    Ethnicity & Migration

    • White: 58.3%

    • Black: 16.7%

    • Asian: 7.2%

    • Other / mixed ethnic groups: 17.8%

    Housing & Deprivation

    • Social housing: ~40% of households

    • High levels of deprivation across employment, education, health, and crime domains

    • Many households experience complex challenges that affect care access

    Employment & Occupation

    • Higher levels of part-time employment

    • Fewer residents in managerial/professional roles

    • Employment concentrated in administrative, caring, and service sectors

    Education

    • Double the Hackney average for residents with no formal qualifications

    • Lower-than-average rates of higher education attainment

    Religion & Cultural Identity

    • Orthodox Jewish population: 35.7% of the ward (5,461 people)

    • Other major religious groups: Christian (22.9%), Muslim (10.5%)

    Orthodox Jewish Community Trends

    • One of Europe’s largest Charedi communities (~30,000 in Hackney)

    • Fast-growing, with high birth rates (25+ per 1,000)

    • Strong cultural identity with unique educational, housing, and healthcare needs

    Health & Disability

    • Higher levels of long-term illness or disability than London average

    • Lower life expectancy than neighbouring areas

    Transport

    • Low car ownership

    • High reliance on public transport, walking, and cycling

    Hackney Borough: Contextual Overview, based on the latest available data.

    Hackney overall shares some of Springfield’s characteristics, but with broader diversity and wider income ranges.

    Demographics

    • Population: ~259,000

    • Young borough: median age of 32

    • Age breakdown:

      • 0–17: 21.8%

      • 18–64: 69.2%

      • 65+: 9.0%

    Ethnicity & Migration

    • White: 36.4%

    • Black: 23.1%

    • Asian: 13.3%

    • Mixed/Other: 27.2%

    Housing & Deprivation

    • Social housing: ~40%

    • High levels of deprivation across all domains, among the worst in England

    Employment & Education

    • High levels of service-sector employment

    • Education levels mixed:

      • 23.1% have no formal qualifications

      • 55.2% hold Level 4+ qualifications

    Health & Disability

    • Poorer health outcomes

    • More residents with long-term conditions

    • Lower life expectancy than many London boroughs

    Crime

    • Higher rates of property-related crime and anti-social behaviour

    Our sources

    We drew on a mix of sources to build this localised demographic and socio-economic profile:

    ONS Census 2021, Hackney Council Reports, City Population Data

    How life has changed in Hackney: Census 2021 Hackney population change, Census 2021 – ONS

    Springfield (Ward, United Kingdom) - Population Statistics, Charts, Map and Location

    Ward data, England and Wales: Census 2021 - Office for National Statistics.

    Jewish Chronicle

    Revelations from the new book of Numbers: how the Census reflects the changing landscape of UK Jewry - The Jewish Chronicle

    Local Government Association

    London Borough of Hackney: Charedi Orthodox Jewish community engagement

    This assessment forms the backdrop for understanding the needs of Springfield’s residents and evaluating how well our care model is responding to them.

    Community needs assessment of the locality

    The demographic profile of Springfield Ward in Hackney has several important implications for the cooperative care service's outputs, particularly in terms of how care is delivered, who provides it, and how local resources are mobilized.

    Circle Outputs

    Given that many residents in Springfield experience both economic deprivation and long-term health challenges, it is essential for multi-stakeholder service evaluations to account for how effectively these socio-economic and health needs are being met. The diverse ethnic and religious landscape—most notably, the significant Orthodox Jewish community—means that evaluations should assess how culturally and religiously inclusive the care services are. It is important to capture feedback from across the community to fully understand how well the care provided addresses the specific needs of different groups.

    Recruitment for care roles can benefit from the local population’s characteristics. Many residents hold part-time service-oriented jobs and may have lower formal qualifications, making local recruitment a promising avenue. By focusing on individuals already familiar with caregiving or service roles, especially from marginalized communities, care circles can build trust and better reflect the local demographic. This approach will be particularly effective in engaging younger adults and parents who are active within their families or communities.

    Economic deprivation also presents an opportunity to mobilize volunteers who seek to give back to their community while gaining valuable experience. Residents familiar with service-oriented roles are prime candidates for volunteering, and partnerships with local faith groups and community hubs can help connect volunteers with care circles. This is especially relevant for the Orthodox Jewish community, which has strong traditions of mutual support. Additionally, the religious and community networks that exist within Springfield can be key assets, providing resources that can enrich the quality of life for both care workers and those receiving care. Ensuring that circles engage with these networks can help meet cultural needs while deepening local support for care initiatives.

    Teams Outputs

    The high proportion of residents with long-term illnesses and disabilities necessitates close cooperation with healthcare professionals. Collaborative care plans and continuous communication will be key to ensuring that care workers have the tools and knowledge needed to manage complex health conditions. Engaging local health services will also enhance the quality of care by providing a more integrated approach to addressing both physical and mental health challenges.

    Springfield's high number of family-oriented households, particularly within the Orthodox Jewish community, means that many people prefer informal care from known individuals. Encouraging families to build their own care teams, comprised of friends, relatives, and volunteers, will increase trust and ensure that care reflects the community’s values and preferences. This family involvement can also improve satisfaction with care services, as people are more likely to feel comfortable receiving care from those within their personal network.

    Furthermore, the high rate of part-time employment in Springfield highlights the importance of flexible working arrangements for care workers. Many care workers likely balance other responsibilities, such as family caregiving, which makes flexible scheduling a crucial factor in attracting and retaining staff. Offering this flexibility will also allow more residents to take on care roles without sacrificing other commitments, creating a more stable workforce.

    Commons Outputs

    The significant level of economic deprivation in Springfield creates a clear need for local engagement, and the commons can play a key role in this. Mobilizing volunteers from within Springfield’s socially rented housing and community hubs will not only provide much-needed support for care services but will also offer meaningful engagement opportunities for residents. Partnering with faith groups and community organizations can help create a steady stream of volunteers, ensuring that care circles and teams have the resources they need.

    Springfield’s strong tradition of community solidarity, particularly within its ethnic and religious groups, presents an opportunity to build on the gifting of time and resources. Skill-sharing and time-banking schemes can foster mutual support within the community, while partnerships with local religious institutions and community groups can encourage the gifting of time and care. These initiatives can strengthen mutual care practices and foster a sense of community ownership over care services.

    The rich cultural and community networks in Springfield, especially within the Orthodox Jewish population, offer untapped resources that can enhance the quality of life for both care providers and recipients. By leveraging these networks, circles can access spaces, support, and cultural knowledge that will improve the experience of care for all involved. This approach will also deepen ties between care services and the community, ensuring that care is both relevant and rooted in the local context.


    In summary, the demographic insights from Springfield Ward emphasize the need for culturally sensitive, flexible, and locally driven care services. By tapping into local resources, recruiting from within the community, and fostering strong relationships with local organizations and health services, the cooperative care model can achieve its goals of equitable, effective, and community-centered care.

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    Data Protection Act 2018
    Examples of vendors are here.

    Overview

    This section outlines the different processes that Equal Care has used to develop our social care co-operative from foundation to launch and beyond. While it attempts to faithfully map out how Equal Care has progressed, it also illustrates the lessons we learned on our journey, providing caveats, watch-outs, and the pitfalls of developing any for-good business.

    It is meant to be a guide suitable for anyone wishing to begin a care co-operative no matter if you are an independent founder, a current care agency looking to transition to a co-operative model or doing this as an initiative of the local authority.

    Overview of stages

    There are six stages of co-operative development (don't overthink it):

    • Setting the goals, ethos and governance model of the organisation.

    • The Founders ensure they are committed to the task ahead.

    • Developing the first Purpose Circle (board).

    • Form the co-operative and register as a society ( or delay this if working within a Local Authority or directly with Equal Care Co-op).

    • Develop simple operational systems (try it out on Equal Care's platform!)

    • Start the first Teams

    • Give care to a small group as an introductory support service

    • The first community share offer

    • Larger grant applications

    • Keep the focus on growing trading revenue

    • Distribute roles away from the founding group

    • Increase the number of Teams

    • CQC application for regulated care (this forces the clarification of roles and responsibilities)

    • Applications to council contracts

    • Form new local circles and build teams

    • Marketing campaign to attract caregivers and receivers

    • Support new Circles to start

    • Continue to engage the members and communities to uncover insights for improving the co-operative

    • Focus on recruitment and retention

    Operational development

    During the first few phases, three other parallel processes should take place:

    Policy Development

    Regardless of its governing structure, every business requires policies. These are clear guidelines and rules that govern decision-making and behaviour within the organisation for all members.

    Not only as social care is within a regulated sector, but more importantly because it very directly impacts the people care giving and receiving then policy setting becomes of the utmost importance and must be done thoroughly.

    Equal Care Co-op's policies have largely been written from scratch to work in tune with the model described in this playbook. To use them and adapt them for your own situation please get in touch with us at [email protected].

    Key Steps:

    Operational Development
    1. Plan Service Delivery Model

    • Determine the types of care to be offered

    Technology procurement, testing and refinement

    Technology is part and parcel of any effective and modern social care organisation.

    A technology-driven organisation can empower the workers and the people being cared for, allowing them much more autonomy and higher quality of care than traditional models can deliver, where management is centralised.

    The process and approach for finding the best technology platform fit is covered in the section.

    Testing

    Developing a robust testing plan for the technology platform is a high priority to ensure that it operates as expected, particularly as this will likely be one of the organisation's most significant capital and ongoing expenses.

    An overview of testing categories:

    Funding

    One of the founders' major workstreams will be obtaining the capital to seed, operate, and grow the care co-op. This will begin with fundraising and then be replaced by revenues. However, the work to maintain working capital and move to surplus will continue.

    1. The first step is to identify capital requirements by developing a detailed budget covering operating expenses until revenue is significant enough to break even and move into surplus.

    2. At the pre-revenue stages before launch, will be required to generate the capital needed to run the organisation. This will be a continual process, with money raised from multiple sources, but will taper off as revenue begins to build.

    3. Revenue will begin at launch and will grow as the co-op expands its customer base. This will eventually grow to replace the need for grants and other forms of fundraising.

    Recruitment

    It is somewhat self-evident, but employing people needs to begin early (it takes time!) and is a continual need. While the co-operative model has been shown to significantly reduce staff turnover in social care, the care sector has a historical low retention rate.

    This, in combination with changing requirements and growth plans for the co-op, will mean that a high-quality practice will need to be built to attract, recruit, and retain workers. They are the lifeblood of the organisation.

    Born outside the UK: 34% – including EU (9.6%) and Middle East/Asia (7.9%)

    Born outside the UK: 36%

    Identify the need: determine the specific issue or area that requires a policy.
  • Define objectives: clearly articulate what the policy needs to achieve.

  • Research and consult: gather information on best practices, legal requirements, and industry standards.

  • Work with relevant stakeholders, particularly the categories of the co-op membership that will be directly affected by the policies, such as an independent care worker.

  • Draft the policy: create a clear, concise document outlining the guidelines, procedures, and responsibilities.

  • Review and refine: seek feedback from key stakeholders and make necessary revisions.

  • Ares for policy development:

    1. Care delivery model and approach

    • How people start getting support

    • Standards and expectations for flourishing teams

    • Relationship-centred care

    • Co-production with service users and families

    1. Governance and ownership structure

    • Multi-stakeholder membership model

    • Democratic and sociocratic decision-making processes

    • Roles and responsibilities of members

    1. Employment practices

    • Fair wages and working conditions for care workers

    • Training and professional development

    • Worker voice and empowerment

    • Recruitment

    • Problem-solving

    1. Quality assurance

    • Care standards and best practices

    • Monitoring and evaluation processes

    • Feedback methods and complaints (problem-solving)

    1. Financial management

    • Sustainable business model

    • Transparent financial reporting

    • Profit sharing/reinvestment policies

    1. Safeguarding and risk

    • Protecting vulnerable adults and children

    • Health and safety procedures

    • Data protection and confidentiality

    1. Community engagement

    • Partnerships with local organisations

    • Volunteer involvement

    • Building social capital

    1. Ethics and values

    • Co-operative principles

    • Social impact goals

    • Equality, diversity and inclusion

    1. Technology and innovation

    • Use of care platforms

    • Digital inclusion

    • Data-driven service improvements

    • Data privacy

    1. Regulatory compliance

    • Meeting statutory requirements

    • Engagement with regulators and commissioners

    • Maintaining required registrations/certifications

    Outline relationship-centred care approaches
  • Develop care quality standards and best practices

    1. Create Operational Procedures

    • Draft processes covering key areas like caregiving, employment practices, and financial management. The concept of service blueprint can be helpful here.

    • Develop step-by-step practices for daily operations

    • Check for compliance with relevant regulations and standards but don't lead with this

    1. Design Financial Model

    • Develop a sustainable business plan

    • Determine membership fees such as Commons Contrubution and capital requirements

    • Create a profit-sharing or reinvestment strategy.

    1. Plan Staffing and Training

    • Define core staffing needs for administration and support roles, as well as first care worker cohort.

    • Develop recruitment processes

    • Develop training programmes for care workers and members

    1. Establish Quality Assurance Mechanisms

    • Develop monitoring and evaluation processes

    • Create feedback systems for care recipients, families and advocates

    • Plan for regular policy reviews and updates

    1. Create Implementation Strategy

    • Develop a phased rollout plan

    • Assign responsibilities for each implementation stage

    • Set timelines and milestones

    1. Plan for Community Engagement

    • Develop strategies for building local partnerships

    • Create volunteer programs and community involvement opportunities

    • Plan for ongoing community outreach and education

    1. Establish Evaluation and Improvement Processes

    • Set up systems for ongoing performance monitoring

    • Plan for regular member meetings and feedback sessions

    • Create mechanisms for continuous improvement and innovation

  • Functional testing - does it do what it is supposed to?

  • Performance testing - does load quickly, is it accessible on low bandwidth e.g. poor mobile phone connection

  • Security testing - is the data secure?

  • Useability and accessibility testing - is it easy to use, and is that true for those with additional needs?

  • Compatibility testing - does it work on all devices and browsers users may have?

  • Acceptance testing - does it meet the requirements of your organisation, and is it ready to be released?

  • Refinement

    Technologies continually improve with new features, refinements and fixes being released regularly.

    The technology for a social care co-op should be no different. If its production is in-house, then there should be a continual process of improvements based on the product roadmap and addressing unforeseen issues. For organisations that have procured their technology, the provider will release updates.

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