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Training/Consulting

The Enterprise Engagement Institute Training & Consulting Services

Overview

The Enterprise Engagement Institute provides multiple opportunities for organizations to learn about the emerging field of Enterprise Engagement and how to put its principles into practice within their organizations. Based on a formal process under development for over two years with input from experts in all areas of engagement of customers, channel partners, employees and vendors, and after multiple test presentations, the Enterprise Engagement Institute (EEI) now provides organizations with a formal framework for implementation within their specific business units or throughout an entire organization.

Enterprise Engagement is based on the premise that organizations with proactively involved customers, distribution partners, employees and vendors will outperform competitors with less-engaged communities. This premise has been substantiated through extensive research (See Economics of Engagement for a summary). What has remained elusive is a formal process for implementation – until now.

The lack of a uniform process for implementing Enterprise Engagement has caused companies whose leadership understands the power of engagement to develop their own methodologies. Based on presentations at multiple Marcus Evans events, these companies have discovered that Enterprise Engagement requires leadership, communication, learning, rewards and recognition, collaboration and measurement, and that engagement efforts cannot be faked or offered as just another “program du jour.” In order to generate the best results, Enterprise Engagement must become part of the culture, requiring sustained authenticity.

The EEI offers three educational services:

1. The Enterprise Engagement Institute/Marcus Evans Curriculum. A five-hour session available at select Marcus Evans events throughout the U.S. for anyone seeking an introduction to Enterprise Engagement and a framework for how it can specifically apply to their organization or career. There is an optional two-hour extension program for practitioners seeking to learn how to manage the development of Enterprise Engagement strategic plans. Each session comes with a planning kit that can be used for internal implementation. Click here for the latest schedule and registration information.

2. The Enterprise Engagement Institute/Marcus Evans free Webinar program. These one-hour introductory sessions are held monthly at no charge on key topics of Enterprise Engagement, ranging from audience engagement to specific tactics and issues. They provide a top-line overview of the critical issues involved with each audience or engagement tactic featured. Click here for a schedule .

3. Customized Training and Consulting. Available to corporations, agencies and consultants seeking to train their management or employees on the principles of Enterprise Engagement or to develop their own Enterprise Engagement strategic plans.

Below is additional information on the Enterprise Engagement Institute/Marcus Evans curriculum program and on Customized Training and Consulting.

The EEI/Marcus Evans Curriculum

Held in conjunction with selected Marcus Evans events around the U.S.

Key benefits:

  • A concise overview of Enterprise Engagement, the economics and framework.
  • An exercise enabling attendees to apply the Enterprise Engagement framework to their specific organizations.

All sessions are conducted by senior level experts who led or contributed to the creation of the Enterprise Engagement curriculum.

Who can benefit:

  • All levels of sales, marketing, HR, operations, finance and general management.
  • Sales and account management teams from consultants, marketing agencies, incentive, meeting and promotional companies.

This five-hour session provides attendees with a time-efficient opportunity to obtain a full grasp of Enterprise Engagement and how they can apply its principles in their organizations or to their careers. The program consists of a 60-minute introduction to the definition, economics and general principles of Enterprise Engagement; a 45-minute overview of the framework for implementing Enterprise Engagement at the organizational or departmental level; and a 2-hour interactive session demonstrating the methodology used to develop a strategic engagement plan in a way that each attendee can apply to his or her own situation.

Before each event, attendees receive a list of questions they can use to prepare for the session so that that the exercise delivers a result directed at their specific needs.

Optional 2-hour extension for practitioners: This additional session is designed specifically for professionals who seek to learn how to implement the Enterprise Engagement strategic development process within their organizations or with clients. Participation in the all-day session is required, along with a written exam, in order to receive a certification to utilize this process for commercial benefit.

Customized Training and Consulting

This customized learning and consulting service is for organizations seeking outside assistance with developing a formal strategic plan for the implementation of Enterprise Engagement, either within their organizations or for the benefit of clients.

Options include: a) Learning – a customized version of the formal curriculum implemented for three-quarters of a day to educate key management and build a consensus around Enterprise Engagement, and b) Strategic Plan Development – a more extended session to assist with developing a formal strategic Enterprise Engagement plan for the organization or specific business unit.

A) Learning

The customized learning opportunities are based specifically on your organization’s needs – i.e., who do you have to educate specifically about what aspects of Enterprise Engagement. The program can include a customized version of the Enterprise Engagement Institute/Marcus Evans conference program (described above) to help your team understand and apply Enterprise Engagement principles to their business units. This phase can include a consensus-building process to obtain buy-in from key management.

B) Strategic Plan Development

Enterprise Engagement Institute consultants go one step further and help organizations develop a formal Strategic Plan for the implementation for Enterprise Engagement that can form the foundation of a multi-year effort.

Under this process, EEI consultants hold a three-quarter-day interactive program with all key team leaders through which they are able to contribute their ideas on how to put Enterprise Engagement into practice. Follow-up telephone or in-person interviews are then held with key team and tactical leaders to identify the best ways to achieve alignment and cooperation across audiences or tactical groups, as well as to leverage current activities to maximize impact and minimize disruption.

The results are compiled into a complete report that includes:

  • The key mission
  • Goals and objectives
  • Audiences and key behaviors required of each
  • Recommended learning strategies
  • Recommended communications strategies
  • Recommended rewards and recognition strategies
  • Recommended collaboration tools
  • Recommended performance measures

This process usually involves five days of high-level consultants’ time to evaluate information and write the report, and three days of fact-finding by junior consultants.

For complete details on the Enterprise Engagement consulting process, please click here

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