Engagement Program Evaluation and Measurement - Enterprise Engagement Alliance

Getting Serious About Impact Metrics

A growing number of incentive, recognition, and other engagement-related firms have begun to increasingly talk about impact measurement on their web sites, with some even offering return-on-investment guarantees. The EEA offers a variety of services to help organizations more objectively determine the metrics capabilities of the solution providers, along with a number of assessment services and education to help organizations apply the same measurement principles long proven in total quality management.

Yes, incentive, recognition, loyalty, motivational event, gifting and related programs can be measured by the same statistical process controls long used in the world of total quality management. Most organizations are unaware of basic processes used every day in manufacturing that are also applied to people to better understand the connection between people and actual performance. The EEA processes are reviewed by a growing Impact Council of practitioners in all areas of analytics and engagement.

Join the EEA Academy to learn how to measure and track impact yourself or engage with the International Center for Enterprise Engagement if you prefer an independent evaluation.

EEA Assessment Tools

Private Assessment of Capabilities in the Design and Implementation of Enterprise Engagement Strategies. No registration involved. This is a completely anonymous tool to evaluate the capabilities of solution providers presenting recognition and engagement solutions to your firm.
Quick Private Practice Test for Enterprise Engagement Academy Certification. No registration involved. This enables you to quickly assess the level of knowledge you have about enterprise engagement design, implementation and metrics.
Use This Quick Assessment to Determine Whether the Solution Provider is a Recognition or Engagement Solution Provider? No registration involved. This quick exercise can help you quickly determine the true capabilities of a solution provider. It is a recognition company or an engagement company?
Assess the maturity and alignment of an organization’s stakeholder management practices. Fill out this free 10-minute confidential Stakeholder Management Assessment Calculator and access a low-cost version to conduct a thorough analysis of any size or type of organization to identify risks and opportunities.
Measure the ability of any public company or your organization’s ability to create value through employees and customers. The EEA Enterprise Engagement Index (EEI) uses a simple statistical process control and public company financial information or metrics easily obtainable either of public companies or by private companies to gauge how well they create value through employees and customers.
Measure the impact of purpose and people management with the EEA People Value Impact Calculator software to track the impact of people investments in human resources, marketing, distribution and supply chain management, communities, and more, available as an EEA member benefit.

The Enterprise Engagement Index

The Enterprise Engagement Alliance has created the first free and open source formula and AI query to rapidly appraise how effectively organizations create value through people, known as the Enterprise Engagement Index. Any organization can compare their EEI rating with internal customer and employee engagement and turnover, willingness to recommend, productivity and quality, etc. It uses an organization’s basic financial information along with the number of employees to quickly analyze and score how well companies and industries create value through customers and employees.

Click here for the EEI formula you can use for your own purposes to track public companies or your own firm, along with a growing body of reports based on analyzing the data collected.

The People Value Impact Calculator

For transparency purposes in measurement, the Enterprise Engagement Alliance relies on statistical process controls long proven in total quality management to help not only measure outcomes but identify the differences between correlation and causation. Statistical process controls use ongoing measurement and statistical analysis to monitor process performance, identify problems, and enable continuous improvement in quality, efficiency, and outcomes.

To facilitate analysis, the EEA provides a SaaS-based calculation tool known as PVIC (People Value Impact Calculator) that enables organizations to easily upload whatever data is needed to track the desired behaviors and outcomes and to easily compare different data points to isolate correlation from causation.

With a basic Excel or CVS file, any organization can quickly correlate almost any financial or other concrete data with surveys; incentives, rewards, recognition, and motivational events; communication and learning efforts; innovation and collaboration efforts,

How do we do it? We draw upon systems long used in total quality management known as statistical process controls that correlate results against behavior data using a transparent process based on information most organizations already have in house but rarely use for this purpose. We have created a growing library of customizable Excel templates for different types of programs and stakeholders and formulas to manage and analyze data as well as a propriety system to not only analyze data graphically and through AI, but to potentially benchmark it against aggregate anonymous information from other programs.

If now is the time to evaluate the effectiveness of your organization’s or clients’ incentive and recognition programs, you have come to the right place. A complimentary 30- 45-minute assessment often can determine if an incentive, recognition, loyalty or other type of engagement effort is on the right track or if there are warning signs worthy of additional analysis.

Many organizations spends hundreds of thousands if not millions of dollars on incentive and recognition programs. We’ll help you answer this simple question: what value is being created by your incentive or recognition program? This may be the only independent advisory firm qualified to provide this service.

How to Get Started

Learn it yourself. Join the Enterprise Engagement Alliance Impact Academy to learn the processes yourself and access the PVIC software for as little as $300 a year.

Get assistance from the International Center for Enterprise Engagement:

Step 1. A no-cost introductory meeting identifies the program to be measured; it’s purpose, goals, and objectives; the current evaluation process, and a list of all related data available, whether or not related to the program. There is no cost to determine if there is available relevant data.
Step 2. Assuming the necessary data exists, the ICEE provides a customizable template that can be used to simply data capture and accelerate analysis.
Step 3. Analysis and reporting. Once the data is received, it generally can be processed and analyzed in 10 days or less. The report contains the projected return on investment based on the purpose, goals, objectives, and data provided, including a Key Indicator dashboard and a graphical representation of key results and other metrics to distinguish correlations from causations.

Business Applications. Depending upon available data, authorized EEA Academy members or EEA’s affiliate, International Center for Enterprise Engagement at TheICEE.org can help organizations objectively and independently assess:

Sales and non-sales employee incentive programs.
Customer loyalty.
Human capital factors for mergers and acquisitions.
Sales and non-sales employee incentive programs.
Employee recognition and appreciation.
Channel/distribution partner engagement.
Supply chain engagement.
Engagement tactics, including motivational events; surveys, feedback, and voice; training; DEI (diversity, equity, inclusion); promotional products; collaboration and innovation, etc.

Before abandoning or cutting back a program, or before launching a new one, it may make sense to objectively evaluate the impact of your decisions on the bottom line of your finances, performance, or culture.

background on the process and team

If the extra detail below sounds complicated, the ICEE team can provide this process on a turnkey basis. Once organizations get a handle on it, they can obtain the EEA Academy license to access all the how-to information, templates, and analytics to do it on their own.

Properly designed engagement strategies and tactics and have a measurable impact on an organization’s purpose, goals, and objectives. Based on the expertise of ICEE’s leadership team and the EEA’s learning and certification, professional service provider support services, ESM and RRN media platforms and permission-based marketing thought leadership, and speaking and facilitation service, the ICEE has incomparable experience to provide organizations with an objective evaluation of the effectiveness, impact, return on investment and integrity of incentive and recognition programs. .

Managed by Bruce Bolger, Founder of the Enterprise Engagement Alliance, and Darwin Hanson, CEO of TMEvolution, a human capital analytics and compensation firm, there probably are few in the industry anywhere with more experience in the field, with access to the most complete library of knowledge on effective practices and measurement, with no axe to grind to help determine if:

The program is achieving the specified goals and how. What was accomplished in terms of measurable impact?
It’s design conforms with effective practices or whether it uses elements that could create risks. Are you rewarding the people who would have performed anyway?
The factors contributing to success or sub-par performance. Has your program addressed all the levers of engagement required for success?
The cost and pricing for services, travel, merchandise, gift cards, are technology is consistent with effective payment practices. How do your costs relate to the return on investment.
There are breakage factors, cancellation or other policies that could affect program effectiveness. Is your company paying for services that don’t create value?
There is any risk to simply eliminating or reformulating the effort to focus on value creation.

For More Information: Bruce Bolger, EEA Founder, 914-591-7600, ext. 230; Bolger@TheEEA.org.