The Enterprise Engagement Academy Curriculum and Certification is designed for general management and executives and managers in sales, marketing, human resources, operations and administration who are seeking to maximize the performance of their organizations through the effective engagement of customers, distribution partners, employees, vendors and communities.

The Enterprise Engagement preparatory Curriculum on and Certification program has the following objectives:

  1. Create a community of professionals able to help organizations benefit from ISO 10018 quality people management standards.
  2. Make it easier for organizations to more rapidly launch effective Engagement programs and select vendors qualified to address their needs.
  3. Provide practitioners and solution providers with a formal research-based framework for the design and implementation of Engagement programs, much as is available in other marketing fields, such as Advertising and Customer Relationship Management, that will enable organizations to benefit from the systematic approach to engagement offered by ISO 10018.
  4. Underline the inter-relationships between external and internal marketing and the various Engagement tactics, i.e., communications, training, collaboration, rewards, etc., that frequently are separated by silos in many organizations and that will be necessary to comply with ISO 10018.
  5. Establish a consensus around Engagement nomenclature, implementation processes, and tactics based on the latest research and best practices to facilitate development of more effective Engagement campaigns within mid-size to large organizations with multiple departments and solution providers.
  6. Provide solution providers with a cost-effective way to ensure that all relevant people in their organization understand how their products and services fit into the emerging world of Enterprise Engagement.

Types of Certifications

There are two types of EEA certifications.

  1. Certified Engagement Practitioner. This certification demonstrates a basic understanding of Enterprise Engagement and many of the ISO 10018 principles. This is an online self-study course which can be completed online. It is accompanied by the book: Enterprise Engagement: The Roadmap, which is free to EEA members and available at Amazon.com. Training and certification are included in the individual and corporate memberships. CEPs are eligible to become Advanced Engagement Professionals.
    Preparation: You can read the Enterprise Engagement textbook, free to paid EEA members, and/or review the resources available online at the Enterprise Engagement Academy.
    Cost:   $125/yr. for individual members. $500/yr for corporate members. One CEP is included per individual membership; 3 CEPs for corporate sponsorship ($75 per additional CEP). The CEP must be maintained by accumulating sufficient Professional Education Credits (PECs) each year and by remaining an EEA member in good standing.
  2. Advanced Engagement Professional / Provisional ISO 10018 Certification This certification provides individuals with the skills they will need to enable their organizations to become ISO 10018 certified. This requires completion the Certified Engagement Practitioner program as a prerequisite, and successful completion of the Advanced Engagement Professional program consisting of an online course with multiple short quizzes and two open book exams, and submission of a written business plan demonstrating a complete understanding of the ISO 10018 audit and development process.
  • You can self-prepare using the online training program and the updated Enterprise Engagement textbook, and/or by attending regional ISO 10018 preparatory courses planned for 2018.
  • Solution providers that employee Advanced Engagement Professionals can qualify for a Provisional ISO 10018 solution provider designation, subject to being accompanied by an ICEE auditor for a gap analysis or development project. This can be presented as a benefit to your clients, since ICEE auditors are leaders in the field.
  • The AEP must be maintained by accumulating sufficient Professional Education Credits (PECs) each year and by remaining an EEA member in good standing.
    Earning Your AEP and Provisional ISO 10018 Certification in 7 steps:
  1. Earn your CEP
  2. Acquire a copy of the ISO 10018 standard.
  3. Download a copy of the ISO 10018 Audit Tool
  4. Take and pass the ISO 10018 and Audit Exam
  5. Complete the AEP course (3 Modules)
  6. Complete and submit your written business plan demonstrating mastery of the ISO 10018 standard and audit process.
  7. Pay your AEP Evaluation FeeFollowing receipt of your fee, an EEA auditor will read the answers you provided in the course modules and your business plan. He or she will provide comprehensive feedback. If your plan meets or exceeds the standard, you will have earned your AEP and your Provisional ISO 10018 Certification. You will also be eligible to instruct EEA CEP-level curriculum and contribute to the EEA textbook.
    • After earning your AEP/Provisional ISO 10018 Certification, you will receive your AEP and Provisional ISO 10018 certificate and the logo you can use in your materials.
    • After you have found your first audit or consulting client (a client who seeks to apply the ISO 10018 process and/or become certified) you will contact ICEE to begin the process of full ISO 10018 certification (An ICEE expert accompanies you on your first client assignment). Additional fees to ICEE apply. Visit ICEE.org for more information.

Further Preparation

While there is no mandatory preparation required other than completion of the online Certified Engagement Practitioner and Advanced Engagement Professional designations, it is highly advised that candidates read the Enterprise Engagement textbook (free to members) and online self-study resources.

Those who would prefer to complete the course and exams in person, may attend an AEP and ISO 10018 Preparatory course to be held regionally in 2018. In additional, regional preparation courses will be held starting in 2018.

Cost: $1,200 (Includes a one-year extension of EEA membership – a $125 value)

Enterprise Engagement: The Roadmap 5th Edition

Click here to buy Enterprise Engagement:



The EEA faculty consists of leading corporate practitioners, academics, and engagement solution providers.  Please click here for complete list.

About the Certification Quizzes and Exams

The CEP and AEP/ISO 10018 Certifications include embedded short quizzes (CEP) and longer exams (AEP). At the CEP level, they are designed to assess your understanding of the definition, economics, audiences, tactics, and measurement elements of an enterprise approach to Engagement, and your knowledge of many of the ISO principles. At the AEP level, the exams and quizzes test your mastery of the ISO 10018 standard and audit process.

To achieve the Certified Engagement Practitioner designation, you must be an EEA member in good standing; you must complete all six modules of the CEP course and pass each of the associated quizzes. The pass mark is 75%. To achieve the AEP/ISO 10018 Certification you must pass the quizzes at a 75% or better threshold and the exams at a 100% threshold (note that AEP exams are “open book”).

The CEP course modules are located on the Certification Modules tab.
Once you have passed all six modules, you will have earned your Certified Engagement Practitioner designation and can download your certificate of designation directly from your EEA learner profile.

You may pursue your Advanced Engagement Professional (AEP) designation as soon as you have been awarded your CEP. To earn your AEP/ISO 10018 Certification, you must complete and pass each of the modules in the AEP course, pass the two exams associated with the ISO 10018 standard and audit, and satisfactorily complete the your written business plan demonstrating mastery of the ISO 10018 standard and audit process.

Recommended CEP Preparation

  1. Read the book: Enterprise Engagement: The Roadmap which is included in your EEA membership. Purchase extra copies in print or Kindle here.
  2. Use the free resources associated with each module under the Certification Modules tab.
  3. Complete each of the six core modules in the CEP course. Do each quiz. If you do not achieve a pass mark of 75% or more on you first attempt, review the module again and re-do the quiz.

Professional Education Credits (PECs)

CEP and AEP holders maintain their designations by completing a minimum of level of continuing education each three-year period amounting to at least 120 PECs.

CEPs and AEPs earn PECs through the following activities:

  • 10 PECs: Completing an EEA elective course.
  • 20 PECs: Completion of the online refresher CEP course (mandatory every three years.)
  • 20 PECs: Attendance at one annual ISO 10018: Enterprise Engagement in Action conference.
  • 25 PECs for achieving and maintaining the following certification in good standing:
    Incentive Marketing Association Incentive Practitioner
  • 35 PECs for achieving and maintain the following certification in good standing:
    Cultureworks leadership training certification

Recognition Professions International certification

Certified Professional of Incentive Management from Incentive Marketing Association

Ask about availability for credits from other qualified certification programs in leadership, learning, innovation, rewards and recognition, etc.

About the Certification

The certifications are designed to help organizations find Engagement practitioners and solution providers who have a demonstrated various levels of understanding of the Engagement framework, economics, implementation process, and tactics, and who have actual experience with design and implementation.

Individual Certifications

CEPCertified Engagement Practitioner (CEP)

  • Demonstrates comprehensive knowledge by passing a series of online quizzes associated with each learning module.

AEPAdvanced Engagement Professional(AEP)

  • Demonstrates the ability to describe original ideas and processes (either actual or planned) for an Enterprise Engagement campaign and an ISO 10018 audit or consultation as demonstrated by completing the course, passing the quizzes and exams, and creating a written business plan for a client or for one’s own organization.

Solution Provider Certifications

CESPCertified Engagement Solutions Provider (CESP)

  • Two or more team-members have achieved CEP-level certification by completing and passing the online curriculum.

AESPProvisional ISO 10018 Certification

  • Companies that employ individuals with AEP certification immediately qualify for provisional ISO 10018 certification. Go to TheICEE.org for details.

Certification Recognition

Certified individual recipients receive:

  • A logo to place on their business cards and web sites
  • A listing on the Certified Practitioner page at the Enterpriseengagement.org portal with bio, photo, and a link to their company web site and/or Linked in profiles.

Certified businesses receive:

  • A logo to place on business cards and web sites
  • A listing on the Certified Practitioner page at the Enterpriseengagement.org portal with company info and a link to the web site.
  • A logo on their directory listing on the  Enterpriseengagement.org portal.

Certification Fees

EEA Professional Members ($125 annual membership fee):
Includes on CEP (email allans@tmlu.org for information about the AEP process). Includes all preparation materials. Certifications remain valid indefinitely while members are in good standing and obtain at least 40 Continuing Education Units (CEUs) each year. (Other benefits of becoming a Professional Member of the EEA)

EEA Corporate Members ($500 annual membership fee):
Free for up to three CEPs and one CSP. Includes all preparation materials. Certifications remain valid indefinitely while corporate membership are in good standing and certificate holders obtain at least 40 Continuing Education Units (CEUs) each year.
(Other benefits of becoming a Corporate Member of the EEA)
Become an EEA Member

About the Curriculum 

The Enterprise Engagement Academy Curriculum and Certification program provides the opportunity for anyone in businesses or not-for-profit organizations to master the emerging field of Enterprise Engagement and how to put its principles and framework into practice within their organizations or for their clients. Based on a formal process under development for three years, with input from experts in all areas of engagement and after multiple test presentations at business education events organized by leading training firm Marcus Evans, the Enterprise Engagement Academy provides organizations with a formal framework for implementation within their specific business units or throughout an entire organization.

Enterprise Engagement principles and tactics can be used to engage people across an organization or to focus on specific audiences to increase sales, loyalty, wellness, productivity, quality and more. Enterprise Engagement is based on the premise that organizations with proactively involved customers, distribution partners, employees, vendors and communities will outperform competitors with less-engaged constituencies. This premise has been substantiated through extensive research (See the EEA’s “The Economics of Engagement”). 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 embraces engagement to develop their own methodologies “on the fly.” Based on extensive research and presentations by numerous companies at multiple events, it is clear that Enterprise Engagement involves a formal framework encompassing leadership, assessment, communication, learning, rewards & recognition, collaboration and measurement, and that engagement efforts cannot be faked or offered as just another “program du jour.”

The Enterprise Engagement Academy Curriculum and Certification program equips management at all levels with the knowledge they need to effectively engage their audiences to achieve specific organizational goals both in the short term and over time, within units of an organization or the entire organization. It includes a formal process for developing, implementing and measuring an engagement campaign.

The Enterprise Engagement Academy Curriculum and Certification program comprises the following areas, based on extensive research on what factors link motivation with results. These include:

The Economics of Engagement
How is it measured?

The Audiences
What are the different constituencies of an organization and their inter-relationships?

The Tactics

  • Leadership – a meaningful mission and attainable goals and objectives.
  • Alignment – embracing the necessity of aligning the mission and objectives across the entire organization, breaking down silos between sales, marketing, human resources, operations, etc.
  • Assessment – a continual means of monitoring engagement opportunities, challenges and performance.
  • Communication – the appropriate means of sharing critical information with key audiences, which can include every form of print, web, social networking, meeting, event, video, or medium imaginable.
  • Learning and gamification – the appropriate way to make sure the audience, no matter whether it is external or internal, has the capability to do what is being asked and is actively involved in the process.
  • Collaboration and innovation – a strategy to continually encourage information-sharing and suggestions.
  • Rewards & Recognition – the creation of an environment in which people feel supported and appreciated for their efforts.
  • Measurement – a means to measure the economic benefits of performance to the organization.
  • Recruitment and Talent Management – effective selection and nurturing of talent at all levels.

In addition to understanding all of the issues and tactics involved with engagement, the practitioner has to understand how to effectively integrate them to achieve specific goals with a favorable return on investment (ROI). This includes mastering such tools as the Nominal Group Technique to help develop program strategy.

Depending on the mission, goals and objectives (and the audiences involved), organizations combine an understanding of these issues to develop effective engagement strategies, just as they use a formal framework for advertising, manufacturing, accounting and other fields.

Training Options

Those seeking certification and/or advanced training on engagement have four options:

  1. Free Online Webinars.
  2. Four-Hour Regional Seminars.
  3. Engagement University – April 28-30, 2014, Nashville, TN.
  4. Custom Training Options

Free Online Webinars

1.Free Online Webinars
The Enterprise Engagement Academy features both live and recorded webinars at no cost on all aspects of engagement to help people learn more about the subject or prepare for certification.
Cost: Free

Half-Day Regional Seminars

2. Half-Day Regional Seminars
This four-hour seminar provides an overview of the economics of engagement, the inter-relationships of the key organizational audiences and the critical elements involved with key engagement tactics. This session introduces people to the Nominal Group Technique practice used to develop a formal engagement strategy. The seminar is helpful in preparing for the Proficiency Certification and is a useful pre-requisite for preparing for Advanced Certification.
Cost: $225. Dates and locations to be announced.

Engagement University

3. Engagement University, Spring, 2017 (Date and Venue TBD)
A how-to, hands-on education program for corporate practitioners and solution providers in the area of Enterprise Engagement leading to an optional formal certification. The Education component focuses on a formal framework and implementation process developed by leading corporate practitioners, solution providers and academic advisors.
Cost: To be announced

Custom Training Options

4. Custom Training Options
Customized programs are also available for corporations and solution providers seeking onsite education of multiple employees or clients. Programs can be specifically designed for your organization’s needs.
Cost: $2,500 for one day; $3,500 for two days (up to 12 participants)
Schedule and location: At your organization’s convenience