Enterprise Engagement Reference Library

Here is an extensive list of learning and information resources to help you become knowledgeable about the field and/or to inform your clients. Feel free to share these links with clients in your communications.

Enterprise Engagement Alliance Training and Information

Enterprise Engagement Alliance at TheEEA.org: for general information about the field.

ESM (Engagement Strategies Media at EnterpriseEngagement.org): Subscribe for weekly e-newsletters on news, case studies, research, interviews, new companies, and more, or visit the portal regularly. You can also access information via:

Linked in: https://www.linkedin.com/groups/1926267

Twitter: https://twitter.com/eea_org

Enterprise Engagement for CEOs: The Little Blue Book for People-Centric Capitalists. A 120-page introduction for CEOs and senior management.

Enterprise Engagement: The Textbook 5th Edition at Amazon.com: The complete guide to all aspects of enterprise engagement.

Enterprise Engagement Academy for online learning and certification: TheICEE.org. The Certified Engagement Practitioner designation demonstrates that the recipient has a basic grasp of the concept of engagement and is actively taking steps to apply their expertise to the engagement field. The Advanced Engagement Practitioner requires the individual to demonstrate the ability to create a formal engagement business plan using a case study process, and leads to the ISO 10018 ISO Quality People Management professional certification.

EEA Zoom Show Recordings

May 2020: Human Capital Management and Metrics and ROI of Engagement. Click here for the recording.
A practical guide to the application of human capital management strategies, metrics, and return-on-investment measurement processes.

Speakers: Gary Rhoads, CEO Xvoyant; Professor Emeritus, Marketing and Entrepreneurship, Marriott Graduate School of Business, Brigham Young University; and EEA Academic Advisor; Bruce Bolger, Founder of the Enterprise Engagement Alliance at TheEEA.org, and Todd Hanson, President of Catalyst Performance Group and EEA advisor on Business Operating Systems and engagement return-on-investment.

June 15, 2020:  EEA Certification Preparation: Introduction to Enterprise Engagement. Click here for the recording.

This is the first of five online classes for the Enterprise Engagement Alliance Certified Engagement Practitioner learning program. It provides an introduction to the principles, econonomics, and economic framework for achieving organizational goals by fostering the proactive involvement of all stakeholders. All other training courses for this program are available to EEA members only. Click here for more information.

June 16, 12 pm-12:30 pm ET: Stakeholder Capitalism, Human Capital Management, and the Opportunity for HR With Dave UlrichClick here for the recording.
Investors, consumers, talent, and now the Covid-19 crisis have put increasing pressure on CEOs to have a strategic and systematic approach to managing human capital. This session addresses the emerging topic of Stakeholder Capitalism being espoused by an increasing number of influential leaders, including the World Economic Forum, the Business Roundtable, Paul Tudor Jones and his JUST Capital outreach organization, The Embankment Project, and many more, and how it promises to affect the management of people in the coming years. This session will address the new focus on people and what skills CEOs and management will need to master. Topics covered include making the business case for HR; the need for strategic engagement solutions, and much more.
Speaker: David Ulrich, Speaker, Author, Professor Thought Leader on human resources management, leadership, and organizational management.

Information About Investors and Engagement

These articles provide background on the reasons why investors now are focused on engagement and other human capital investments.

New Davos Manifesto Calls for Enterprise Approach to Engaging All Stakeholders

Securities & Exchange Commission Petitioned to Mandate Disclosure of Human Capital Investments, Engagement
This article highlights a petition by major investors to the SEC asking that public companies be required to disclose information on their human capital and engagement investments.

Accounting Profession Faces Increased Pressure to Address Human Capital Reporting
This article highlights a growing push in the accounting world to account for the 80% of book value attributed to good will by accounting for human capital and other related assets.

$6 Trillion Investor Coalition Sees Link Between Human Capital Management and Shareholder Return
Why major investors are pushing for disclosure of human capital investments and engagement.

Blackrock Joints Ranks of Big Investors Focused on People
More information on investor interest in human capital and engagement.

Q-A With CalPERs on its Strong Support for Human Capital Disclosures by Public-Companies

2017 Peoplecentric Winners Named as Engaged Company Stock Index Soars

The New Human Capital Mandate: Has it Arrived?
Understand the potential impact of the new Securities & Exchange Commission (SEC) Human Capital disclosure language in the new proposed SK regulations.

Business Roundtable: CEOs Must Commit to Benefiting All Stakeholders

Human Capital Gains Traction in Accounting Field

New Analysis: More CEOs Call for an Enterprise Approach to Engagement: Now What?

News Analysis – Stakeholder Capitalism: It’s Time for Action

Information Resources

ISO (International Organization for Standardization) Guidelines and Standards

These articles provide an overview of current ISO standards and principles and how they apply to engagement.

Enterprise Engagement and ISO Standards E-Book

ISO Approves Effort to Develop Engagement Standards

ISO Quality Management Principles
ISO principles related to engagement.

ISO People Involvement Standards and Guidelines
ISO standards and guidelines related to engagement.

Why ISO Human Capitals Standards and Certifications and the Role of ICEE? Lee S. Webster and Dr. Ron B. McKinley answer the most frequently asked questions about the new ISO human capital standards and the role of the International Center for Enterprise Engagement at TheICEE.org.

First ISO Human Capital Standards Now Available
ISO 30414 guidelines for human capital (HC) reporting for internal and external stakeholders include most of the key elements involved with Enterprise Engagement and ISO 10018 Quality People Management standards

Professor Stefanie Becker on Human Capital and Engagement
A Q & A With Stefanie Becker, an ISO 30414 Contributor

Why Every Organization Can Benefit From ISO 30414 Human Capital Reporting Standards

DTE Energy’s Customer Service Organization Achieves First ISO 10018 Certification for Quality People Management

Part 1: What You Need to Know to Qualify for ISO 10018 Quality People Management Certification

Part 2: ISO 10018 Quality People Management Certification Qualification Checklist

15 Minute Podcast on Coming Human Capital Disclosures and ISO 30414 Internal and External Reporting

ISO Human Resources Standards Q&A With Zahid Mubarik, ICEE Country Director