Designed for Private, Not-for-Profit and Government Organizations, As Well As Solution Providers Seeking to Improve Results Through a Formal Approach to Engagement, Including Professionals in General Management, Human Resources, Sales and Services, Marketing, Operations, Finance and Fundraising.

The Enterprise Engagement Alliance offers six customized consulting, training, process design and public speaking services to organizations in all sectors of the economy. Each offers formal strategies for achieving key strategic or tactical sales, marketing and human resources objectives.

The methodology was developed in 2009 and is aligned with standards and guidelines produced by ISO (International Organization for Standardization), as well as with information being asked of public companies by growing numbers of investment firms and pension funds.

  1. What Is Enterprise Engagement and How Your Organization Can Benefit Now
  2. Engagement Business Plan Design—A Specific Strategy Designed for Your Organization
  3. Enterprise Engagement for Government and Not-for-Profits
  4. Enterprise Engagement for Solution Providers
  5. Preparation for Engagement Certification
  6. Speaking at Meetings, Events and Conferences
  • Make the most of an executive management retreat, business or marketing plan development process, general company meeting, or training event for salespeople or other employees.
  • Share cutting-edge information your organization can begin applying now to achieve key sales, marketing and human resources goals through a critical new methodology for achieving sustainable organizational success.

A Fast-Growing Business Discipline

Enterprise Engagement is a formal new field embodied in formal standards and guidelines created by the prestigious International Organization for Standardization, also known as ISO. Formal engagement strategies and programs are also increasingly required by investors in public companies. The Enterprise Engagement Alliance has led an open-sourced initiative to define engagement standards since 2009.

The Definition of Enterprise Engagement

Engagement is a formal process to achieve organizational results through people based on principles developed over the last decade by multiple organizations, including ISO (the International Organization for Standardization), several large groups of investors who have recognized the material impact of engagement on financial performance, and the Enterprise Engagement Alliance, which produced the first formal definition, framework and implementation process for engagement across the organization in 2009.

The EEA is the Project Leader and Acting Convener for the ISO Engagement Standards Working Group, and is the founder of the not-for-profit Enterprise Engagement Academy at

Enterprise Engagement aligns the engagement of all stakeholders critical to organizational success toward a common mission and goals. It integrates and aligns traditional engagement activities, from leadership training/coaching and assessment to communication, learning, innovation and collaboration, rewards and recognition, and analytics. The goal is to achieve a “virtuous circle” of engaged customers and employees, as well as sustainable financial results.

Engagement strategies do not require new budgets – the investment generally comes from applying scientific, return-on-investment practices to traditional incentive, recognition, loyalty, learning, or other programs organizations traditionally use to engage people.

Applications for Business, Government and Not-for-Profits

The principles of engagement can be applied in the private sector to the more effective management of customers, distribution partners, sales and non-sales employees, vendors, communities and investors, as well as to audiences of not-for-profit and government organizations, including volunteers, donors and public servants.

The key is to identify specific objectives and the people who can help achieve them, and to identify all the practical levers of engagement organizations can draw upon to achieve goals at the strategic branding level or at the tactical sales, marketing, or human resources level.

Who We Are

The speakers and facilitators for the EEA’s services are among the Founders of the Enterprise Engagement Alliance in 2008 and the authors of Enterprise Engagement: The Roadmap, the first book on engagement focusing on this new, integrated process to engage people across the organization. The team includes the Project Leader and Acting Convener of the ISO engagement standards now under development. We have conducted hundreds of training and related programs on engagement, and have extensive experience in all aspects of human capital from marketing and sales to human resources and total rewards. Our speakers and facilitators have had extensive experience in engagement in the public, private and not-for-profit sectors.

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Six Programs Customized for Your Needs and Budget

Based on the nature and needs of your organization, the EEA offers the following programs, all specifically tailored to each client:

1) What Is Enterprise Engagement and How Your Organization Can Benefit Now

Who can benefit: Executives and managers in general management, finance, sales, marketing, human resources and operations for organizations of any size.
The format: A highly collaborative and customized 25-50 minute keynote or half- to full-day sessions with top management representing different aspects of the organization to:

  • Outline the economics and return-on-investment of formal engagement principles.
  • Create a definition and implementation framework of engagement at the strategic and tactical levels.
  • Apply these principles to your organization now to achieve critical goals.
  • Perform an informal gap analysis to determine what will be required to profit from engagement at your organization.

Deliverables: Written recommendations and potential return-on-investment based on a consensus of attendees; a valuable way to foster better alignment with your management team.

2) Engagement Business Plan Design – A Specific Strategy Designed for Your Organization

Who can benefit: Executives at organizations ready to embrace an enterprise-wide approach to engagement, including management in sales, marketing and human resources seeking to identify better ways to spend traditional dollars allocated for assessment, incentives, recognition, loyalty, coaching, learning, rewards & recognition, and more.
The format: A highly collaborative format involving anyone related to the issues of interest at your organization, ranging in length from one half day to a full day, depending on the size of the organization or scope of the assignment. Based on whether the objective is to develop an enterprise-wide approach to engagement or focus on the redesign of traditional engagement tactics, the agenda will include:

  • What does the brand stand for to customers, employees, distribution partners, vendors and shareholders?
  • Objectives of the organization related to this session in specific terms.
  • The means by which a return-on-investment can be measured.
  • The specific audience involved with achieving those goals.
  • What behaviors, if done more or with greater capability, would yield the desired result?
  • What does the organization currently do to foster those behaviors and outcomes
  • What barriers, if any, stand in the way of fostering those behaviors and outcomes
  • What does success look like in terms of numerical and other outcomes

Deliverables: A formal engagement business plan, including a brand definition, if applicable, a formal process and return-on-investment, based on a consensus of attendees.

3) Enterprise Engagement for Government and Not-for-Profits

Overview: Almost all the same principles of engagement apply to government and not-for-profits. What is different are the types of stakeholders involved (taxpayers and donors, rather than customers, and in some cases unions), and acceptable practices related to the use of incentives and recognition, which are normally more constrained in government and not-for-profits. Sessions for government and not-for-profits are customized for the unique needs of these organizations, with the same goal of helping to improve engagement, service, efficiency and results through more strategic and measurable engagement practices.
Deliverables: Training, testing and Engagement Academy Certification for attendees if desired; a formal engagement business plan for your organization based on a consensus of attendees.

4) Enterprise Engagement for Solution Providers

Who Can Benefit: Executives, management and field sales and operations employees at solution providers in all areas of engagement seeking to profit from the emerging engagement field.
Format: Anything from a kick-off presentation to a half-day or full-day session with management, based on your objectives. The session includes:

  • An introduction to this new field, including potential size and scope.
  • The definition of Enterprise Engagement; an outline of the related nomenclature; the economics, theory, implementation and measurement processes.
  • An outline of the opportunities in the field.
  • A gap analysis for your organization to determine the specific opportunity, as well as the training, marketing, or other resources potentially required.

Deliverable: Based on the specific engagement, deliverables can include anything from a thought-provoking session for your management or employees for a meeting or event to a formal business plan with potential return-on-investment for your organization.

5) Preparation for Engagement Certification

Who Can Benefit: Management at any level seeking certification on formal engagement practices.
Format: An on-site training program for your organization to prepare for the Certified Engagement Practitioner (CEP), Advanced Engagement Professional (AEP) and/or Certified Engagement Solution Provider (CESP) designations. The session includes:

  • Pre-program preparation for those seeking their online basic Certified Engagement Practitioner certification.
  • A formal full-day training session to prepare people for advanced engagement certifications, demonstrating their ability to create a formal engagement business plan.

Deliverables: Ability for attendees to achieve their Certified Engagement Practitioner status, as well as the opportunity to prepare for, and thereby accelerate the achievement of, advanced certification levels.

6) Speaking at Meetings, Events and Conferences

Who Can Benefit: Any association, government, publicly-owned or private organization, or not-for-profit seeking a thought provoking, relevant and beneficial session on a fast-growing new field that remains unknown to many. The EEA program can help solution providers attract customers and prospects to learning events.
Format: A session conforming to any length or size of audience, from an intimate gathering to a large group, based specifically on what your organization seeks to accomplish. The sessions can cover:

  • An introduction to this new field, including potential size and scope.
  • The definition of Enterprise Engagement; an outline of the related nomenclature; the economics, theory, implementation and measurement processes.
  • An outline of the opportunities in the field and how they apply to your audience.
  • Creative exercises to show attendees how to bring what they’ve learned back into their organizations and jobs.

Deliverables: A highly engaging session that will provide beneficial new principles and practical guidelines to find a better, more sustainable way to create a performance-oriented organization.

For More Information
Contact Bruce Bolger
914-591-7600, ext. 230

See below for a short clip from a recent training program:

Bruce Bolger Video from MOVE Media Production on Vimeo.

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