A Breakthrough Service for Enhancing Performance, Efficiency and Stakeholder Experiences for Any Size Organization

The Enterprise Engagement Advisory Practice brings the benefits and processes of Enterprise Engagement to any organization seeking a more sustainable approach to performance and stakeholder experiences in the coming era of Stakeholder Capitalism.

  • Offering CEOs an easily implementable, strategic and systematic process for managing human capital known as Enterprise Engagement to achieve far greater efficiency, higher and more sustainable performance, and better experiences for all stakeholders.
  • Providing CEOs a Business Operating System to help make the right decisions, pivot as necessary in the new era of pandemics, and implement a systematic process to achieving short- and long-term goals through greater alignment, efficiency and better experiences for all stakeholders.
  • Preparing organizations for the coming need to publish Corporate Responsibility Reports disclosing their human capital practices.
  • Benefiting from the framework and optional certification process for this strategic approach to management through the International Organization for Standardization (ISO) Standard 10018 Quality People Management and ISO 30414 Human Capital Reporting standards.
  • Utilizing Enterprise Engagement processes to achieve greater return-on-investment and other outcomes from current recognition, communications, learning and other engagement efforts through a more systematic, scientific approach that more effectively aligns activities in a way that can eliminate silos and reduce politics.
  • Providing training and facilitation through the Enterprise Engagement Alliance Learning and Certification program for  key team members on Enterprise Engagement processes, Business Operating Systems, as well as on ISO 10018 quality people management and ISO 30414 human capital reporting standards.
  • Implementing success through The Engagement Agency support and managed outsourcing services for implementation and measurement.
  • Offering a unique pay-for-performance model based on the organization’s need.

Applying a Systematic Approach to Stakeholders engagement to Enhance Performance and Quality of Life

The new Enterprise Engagement Advisory Practice provides a practical, easy-to-understand approach to addressing today’s most vexing economic, marketplace and people challenges known as Enterprise Engagement. We are among the first to apply a common-sense, research-based approach to engaging all stakeholders to achieve clear goals, better outcomes and a more rewarding experience for everyone involved, usually funded out of money spent on recognition, incentive, communications and learning dollars that can be better utilized through a more efficient and measurable process.

Based on the same principles that helped the world transform Quality Management, and the extensive experience of our founders, the Enterprise Engagement Advisory practice helps organizations apply a systematic, practical approach to achieving goals through people and, if desired, the practical application of a Business Operating System. The Enterprise Engagement framework and a formal Business Operating System improves efficiency, lowers costs, provides tangible return-on-investment and a better experience for all stakeholders,including employees, customers, patients, volunteers, vendors, communities and financial supporters–any stakeholder critical to organizational success.

Despite huge investments in marketing, recognition, learning, communications, social media, events and engagement assessment, overall customer or patient, or employee engagement have barely budged. The challenge will be even greater in the era of Covid-19. The Enterprise Engagement Advisory Practice transforms results with the application of a strategic and systematic approach using proven quality management approaches supported by research and common sense.

The Compelling Economics

Benefiting from economics equally applicable to business, organizations with high levels of customer or patient, employee, vendor, and community engagement outperform others because they have:

  • Higher customer and patient satisfaction, faster Medicare reimbursements in health care, more referrals for business and less need to invest in difficult-to-measure advertising and outreach efforts.
  • Higher customer or patient, employee and community engagement, satisfaction and higher referral scores.
  • Higher talent retention, lower turnover and recruitment costs.
  • Higher safety and wellness scores and less absenteeism with lower insurance costs over time.
  • Better internal customer service and less workplace aggravation.
  • Lower risk of employee-caused hazards and litigation.
  • More productive community service efforts.
  • A means of objectively assessing and auditing engagement efforts on an ongoing basis with a respected ISO 10018 quality management or ISO 30414 human capital reporting certification that can be used for disclosures to boards, regulators, communities, employees, patients and vendors.

What Makes Enterprise Engagement (EE) Advisory Practice Unique

  • Engagement is not just about employees, customers, or patients, but the entire organization. Consistent with the principles of Stakeholder Capitalism, Enterprise Engagement Advisory Practice applies a systematic approach to engagement and people management across the enterprise, integrating issues that get siloed in many organizations, including your investments in marketing, sales and human resources, or such tactics as learning, job design, communications, community and diversity, innovation, rewards and recognition, analytics and more.
    • Many organizations apply a reactive, ad hoc and disconnected approach to these tactics resulting in inefficiencies, internal conflicts, waste and poor outcomes. EE Advisory Practice applies the same systematic approach embraced in the ISO 9001 and ISO 10018 Quality People Management standards and the curriculum of Enterprise Engagement.
  • EE Advisory provides a complete solution already in place:
    • A clearly established framework and implementation process with clear economics and return-on-investment for any type of organization, from publicly to privately held, not-for-profit, or governmental institution.
    • A concrete model for building return-on-investment into the entire process so that institutions can clearly benchmark and measure performance improvement in both dollars (objective) and stakeholder experience (subjective).
    • A collaborative approach to making critical decisions and product or service pivots.
    • A smarter way to design traditional culture, assessment, and recognition programs in conjunction with other engagement and management efforts to achieve more measurable results.
    • A transparent framework and implementation process embodied in ISO 9001 and ISO 10018 quality people management standards and ISO 30414 human capital reporting standards that better connect current investments in various external and internal engagement efforts.
    • The Enterprise Engagement: The Roadmap book available on Amazon.com and BarnesandNoble.com;  the Enterprise Engagement for CEOs concise guide to Stakeholder Capitalism implementation, as well online training and testing platform of the Enterprise Engagement Alliance and its learning academy ensure proper training.
    • Access to appropriate leadership and coaching, assessment, job design, recruitment, communication, learning, community and diversity, rewards and recognition, technology and analytics resources based on client needs; an incomparable managed-outsourcing service for implementation, enabling clients to get a single-source solution specifically designed for their needs with a completely transparent pricing model.
    • Public speaking capabilities to help communicate the vision and implementation process to any audience.
  • The right people and backing. Our EE Advisory Practice brings international leaders in Business Operating Systems, return-on-investment measurement, tactical expertise in almost every area of engagement, and implementation of a strategic and systematic approach to human capital management.
  • A transparent, performance-based model. Based on an anticipated return-on-investment, clients pay fees for advisory services and meeting facilitation necessary to create the plan; creation of the written business plan with implementation strategy and ROI; RFP creation and vendor outsourcing as needed; and process facilitation or management, if required, for such engagement services as Business Operating Systems implementation, Enterprise Engagement processes, return on investment measurement, selection and integration of such services as enterprise engagement technology, assessment, leadership and coaching, innovation, job design, community and diversity, rewards and recognition, analytics and more through the most respected experts in the world.
  • An open-source approach. All intellectual property is available in the EEA’s learning programs and books and by purchasing ISO Standard 10018  and ISO 30414 human capital reporting standards at ISO.org 
  • Access to an unparalleled combination of resources in all areas of engagement and a transparent business model so that organizations can find the solution appropriate for their needs.

EE Advisory Practice Approach: From Reactive and Ad Hoc to Proactive and System-Driven

We apply the same systematic approach to achieving results through people that the creators of ISO 9001 standards and the quality movement applied in the 1980s to transform Quality Management. For the first time in 2012, the creators of the widely followed ISO 9001 standards recognized the importance of people and updated those standards to outline the critical importance of applying a systematic approach to all stakeholders that connects all the organization’s engagement efforts to common goals.

What’s unique is the shift from an ad hoc, reactive process, to a pro-active approach that involves all the people who can contribute to success, aligning their passions around the common interests and values of the organization and its culture, while ensuring everyone is equipped to make their most of their skills and abilities. This involves a process approach that aligns traditional leadership, recruitment, coaching, assessment, job design, communication, learning, innovation, community and diversity, rewards/recognition and analytics.

The Process

Using the ISO and Enterprise Engagement framework, and Business Operating Systems tailored to your organization, our Senior Advisors can:

  1. Use an introductory phone meeting to identify the overall goals and opportunities, high-level challenges and potential return-on-investment based on a one- to three-year time frame.
  2. Conduct a virtual or, when appropriate, an in-person all day meeting with senior management representing all key areas of the organization to develop a plan of action and, if desired, the appropriate Business Operating System for your organization.
  3. Provide overall process oversight or facilitation to guide the process through to the desired results.
  4. If appropriate, use the collaborative process to identify a new product or service appropriate to the coming few years.

The plan and implementation process will include the following components:

  • Overview of the economics and experiential benefits to stakeholders of a formal approach to engagement and managing your business.
  • Identification of return-on-investment potential in one to three years in terms of financial as well as engagement, satisfaction levels and non-financial measures related to referrals, wellness, occupational health and safety, community support, litigation, etc.
  • Implementation of an overall Business Operating System to remain disciplined, efficient, and achieve measurable results.
  • Identification of the obstacles to achieving those goals and the key behaviors/actions required to achieve them.
  • Benchmarking the organization’s brand, culture and values, and the extent to which they are consistently conveyed to all “interested parties” or stakeholders.
  • Identification of key internal and external reporting and development of an action plan for utilizing and reporting information to stakeholders.
  • Identification of the existing internal or external engagement resources and programs—leadership, communications, assessment, learning, innovation, rewards and recognition, analytics, etc.—that can be leveraged by being better connected and aligned, and how to make that happen.
  • A gap analysis to identify what the organization has in place and what it will need to achieve tangible results, including current data on engagement and general institutional performance.
  • Investigation of the need for, and cost of, outsourcing with recommendations for possible solutions based on the findings.
  • Provision of a formal Engagement or Business Operating System document that outlines the investment, measurements, timeline and roles and responsibilities of plan participants.
  • Ongoing oversight of the process in order to to ensure that the plan is achieving goals.
  • Speak at key organizational virtual, or when appropriate, live events to help convey the proper message.

Our Services

EE Advisory Practice provides a complete solution including:

  • Determination of goals, objectives and return-on-investment (ROI) analysis.
  • Senior executive meeting facilitation for gap analysis and research.
  • Creation of an Engagement Business or a Business Operating System plan with implementation process and return-on-investment.
  • Assistance with creation of ISO 30414 conforming human capital internal and external reporting processes.
  • High level project management and ROI analysis.
  • Managed outsourcing of engagement products and services as required.
  • Speaking at events to help convey the vision and plan of the strategy.

The Business Model

As noted above, EE Advisory Practice services start with an assessment of the goals and objectives and potential ROI in terms of financial or other organizational challenges or quality of life issues. Based on determining that the potential upside warrants an investment, EE’s fees are based on the size and nature of the institution and the complexity of the project for:

  • Creating the Engagement plan, Business Operating System, and ROI.
  • Facilitation of virtual or live meetings with key audiences of leadership, employees, customers, distribution partners, or communities to guide people through the process and achieve the desired outcomes.
  • Training of tactical managers to improve program design in various areas of engagement.
  • Providing project management or general oversight as necessary.
  • Supporting outsourcing selection and management.
  • Providing return-on-investment analytics.
  • Management fees if our services are required to select and coordinate multiple vendors, or to train internal management in taking over this process.

The Players

The Enterprise Engagement Advisory Practice is a service of the Enterprise Engagement Alliance based on over a dozen years of experience in the field.

EEA is also the co-founder of the International Center for Enterprise Engagement (ICEE) (TheICEE.org) that provides the first and only certification in ISO 10018 Quality People Management applicable to ISO 9001 Quality Management and the new ISO 45001 safety standard. The Enterprise Engagement Alliance, also a co-founder of ICEE, is a division of Engagement Enterprises offers the only learning and certification program on Enterprise Engagement practices.

The Engagement Agency, a sister service, provides consulting, support, outreach and outsourcing management for employers and solution providers seeking to profit from formal engagement processes and ISO 10018 Quality People Management and ISO 30414 human capital reporting principles

Led by People Who Know and Care

The EE Advisory service is headed by Bruce Bolger, founder of the Enterprise Engagement Alliance in 2008, and co-Founder in 1002 f the Forum for People Performance Management and Measurement at the Medill School of Integrated Marketing Communications at Northwestern, which conducted over a dozen studies on all aspects of engagement and people performance for nearly 10 years. Bolger has worked with hundreds of companies over the years to learn that most continue to have a reactive, ad hoc approach to stakeholder management and relationship-building.

Bolger is supported by over a dozen advisors to the Enterprise Engagement Alliance who are experts in key areas of engagement, from Business Operating Systems and return on investment measures, human capital reporting, Enterprise Engagement design, communications, to culture, assessment, leadership, job design, loyalty, rewards and recognition, diversity and inclusion, analytics, and more.[/vc_column_text][/vc_column][/vc_row]

Dr. Ron McKinley was most recently Vice President of Human Resources for the University of Texas Medical Branch, and before that held senior human resources management positions with leading private and public organizations. Dr. McKinley is Vice President and Chief Standards Officer and oversees all operations.

Dr. Ron McKinley

Mr. Lee S. Webster was most recently Director of Employee Relations at UTMB and has held senior human resources positions for multiple organizations. He was at the vanguard of the creation of the first ISO standards on human resource management. He is a widely acknowledged expert in the areas of standards and human resources management, and is HMI’s Director of Standards Development.

Mr. Bruce Bolger is the founder of the Enterprise Engagement Alliance learning and certification program, founded in 2008. It was the first learning and outreach organization to understand the importance of Enterprise Engagement, connecting everyone involved with organizational success, from customers and distribution partners to employees, vendors, owners and communities, and to implementing a process-based approach to aligning key engagement levers. He serves the HMI EE Healthcare Advisory Practice as a Senior Advisory Consultant, facilitator and heads up managed outsourcing.

Mr. Allan Schweyer is the Enterprise Engagement Alliance Curriculum Director. He provides both advisory and training services in support of Enterprise Engagement learning and basic/advanced certification, and is also the Chief Academic Advisor for the Incentive Research Foundation, a not-for-profit organization that funds research in motivation, incentives and recognition. Schweyer heads up learning and certification for the Healthcare EE Advisory Practice, and also serves as a facilitator and senior advisor.

Allan Schweyer

Roles and Responsibilities

  • HMI overseas all projects on a Senior Advisory basis from beginning to end.
  • The Enterprise Engagement Alliance provides training and certification in ISO 9001 and ISO 10018 Quality People Management principles.
  • The Engagement Agency provides support services, outsourcing management and oversight, as well as RFP creation through its extensive network of resources that understand engagement.