Enterprise Engagement Reference Library

Enterprise Engagement is the implementation process for the “S” of Environmental, Social, Governance (ESG), increasingly known as Stakeholder Capitalism. Here is an extensive list of learning and information resources to help you become knowledgeable about the field and/or to inform your clients on research and effective practices. Feel free to share these links with clients in your communications.

Enterprise Engagement Alliance Training and Information

Use these resources to help your organization profit from Stakeholder Capitalism, creating better returns for shareholders by creating value for customers, employees, supply chain and distribution partners, and communities.

Enterprise Engagement Alliance at TheEEA.org: for general information about the principles and implementation of the “S” of ESG.

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 seeking to profit from Stakeholder Capitalism principles.

Enterprise Engagement: The Textbook 5th Edition at Amazon.com: The complete guide to to the implementation of Enterprise Engagement practices across the organization.

The Enterprise Engagement Learning and Certification Program. The Certified Engagement Practitioner designation demonstrates that the recipient has a basic grasp of the concept of engagement, human capital management, reporting, and ROI of engagement. It includes a comprehensive approach to integrating DEI (Diversity, Equity, and Inclusion) into human capital strategies. The Advanced Engagement Practitioner requires the individual to demonstrate the ability to create a formal human capital business plan and report.

Primer on ISO 10018 Quality People Management Standards and Certification

ISO 10018 Renamed to: “Quality Management – Guidance for People Engagement”

ISO 30414 Overview
A short primer in ISO 30414 Human Capital reporting standards.

Allianz is Fourth Company to Publish ISO 30414 Human Capital Report Verified by Audit
This article highlights the four companies as of April 2022 that have published independently verified human capital reports conforming with ISO 30414 standards.

What You Need to Know About Human Capital Corporate Responsibility Reports

Use This Free Checklist to Evaluate Your Human Capital Reporting

Anatomy of  Human Capital Management Plan Development
This article explains the process of conduct a human capital gap analysis and development of a human capital management plan and reporting process.

EEA Releases First Draft Ratings on Human Capital reporting
View the human capital ratings for Micron and Macy’s.

Case Study of a Human Capital Gap Analysis
This article provides insights on how to create a formal human capital plan.

Use This Checklist to Evaluate Your Human Capital Reporting
This checklist makes it easy to determine the effectiveness of your human capital strategy.

The Perfect Company: Anatomy of an Ideal Practitioner of Stakeholder Capitalism Seen Through Its Human Capital Report
Use this “model” company and its human capital management plan, including tactics, as a model for Stakeholder Capital in action.

Model for an Ideal Human Capital Report
Use this model Human Capital report to create the framework for your company’s own human capital reporting strategy.

Tech Firm Publishes ISO-Conforming Human Capital Report as a Marketing Strategy, Not Compliance
Use this human capital report as a guide for creating an ISO-conforming human capital report.

Allianz ISO 30414 Conforming Human Capital Report
Verified by the 4C Group, the European Union affiliate of the Center for Enterprise Engagement at TheICEE.org certification service.

Deutsche Bank ISO 30414 Conforming Human Capital Report
Verified by the 4C Group, the European Union affiliate of the Center for Enterprise Engagement at TheICEE.org certification service.

The Stakeholder Capitalists Toolkit
This article outlines the organizational tactics needed to implement an enterprise approach to engagement.

ISO Issues Formulas to Calculate Key Human Capital Metrics
This report provides a list of ISO standards containing standardized formulas to calculate human capital metrics.

The Coming Need for Incentive Program Design Expertise
What you need to know about providing professional design services to organizations.

EEA Enterprise Engagement and Human Capital Management Youtube Channel

A complete knowledge management library of panel discussions with experts in all areas of engagement, from strategic to tactical. The continually growing library includes expert interviews on:
  • Stakeholder Capitalism
  • Human Capital Management, Reporting, and ROI
  • Engagement tactics, including a growing library of shows covering everything from culture to analytics.
  • Engagement solution providers.

Information About Investors, Stakeholder Capitalism, and Enterprise Engagement

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

Yes, Stakeholder Capitalism Can Transform Society
This article explains the connection between Stakeholder Capitalism and a better society.

Stakeholder Capitalism Definition
The EEA has proposed a formal definition for a field that is widely debated without having an entry in the dictionary.

Global Reporting Institute Sustainability Report Database
Search for the sustainability reports of a growing number of organizations; learn how to create sustainability reports, and submit your own.

Early SEC S-K Human Capital Disclosures Reflect a Practice in its Infancy
This article provides an analysis of 12 of the first companies making SEC human capital disclosures in November 2020.

Embankment Project Was Among the First to Advocate for Inclusive Capitalism Disclosures That Include Customers

World Economic Forum Announces Metrics for Stakeholder Capitalism
The standards, supported by 120 of the world’s leading companies, include multiple disclosures related to people management.

NYSE-JUST Capital Webinar Features Executives on What Stakeholder Capitalists Perform Better 

Overview of the New Securities & Exchange Commission Human Capital Disclosures
For the first time, the SEC requires US public companies to disclose human capital practices.

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

News Analysis: The Action Plan for Stakeholder Capitalism

Virtual or Live EEA Education Program on Stakeholder Capitalism, Human Capital Management, and ROI of Engagement

Information Resources

EEA Ratings Framework for Human Capital Reporting Based on ISO Standards 30414 and 10018

Free Human Capital Return on Investment Calculator from HCMoneyBall

Free Global Reporting Initiative Sustainability Report Database

Free CSR Hub Global Ratings Service for ESG

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

Other Resources on the Justification for and Methods of Enterprise Engagement

News Analysis: Will CFO’s Take Charge of Human Capital Metrics?

The Surprising Economics of a People Business

Deloitte: Employee Engagement Culture, Human Capital Trends

Hay Group: Why Does Employee Engagement Matter to CEOs

Aon Hewitt 2016 Trends in Global Employee Engagement

Incentives, Rewards, and Workplace Motivation, Dr. Harold Stolovich, PhD., University of Southern California.

Good Company Index Company Assessment Tool

Principles of Results-Based Incentive Program Design, published by the Incentive Marketing Association

Engagement Institute, Conference Board study on Employee Engagement (summarized on Engagement Strategies Media because it is not available to non-members: http://blog.enterpriseengagement.com/blog/2015/02/conference-board-dna-of-engagement-report-tracks-with-eea-enterprise-framework-with-critical-exceptions/)

Definition of Enterprise Engagement Technology
This article outlines the difference between recognition and enterprise engagement technology.

Concept of Employee Engagement: An Analysis Based on the Workplace Employment Relations Study, David MacLeod, Nita Clark, Engageforsuccess.org, the U.K. government-sponsored organization.

The Master Measurement Model of Employee Performance
Still the definitive guide to create a measurable engagement process.

Manage Your Human Sigma
Research demonstrating the link between customer and employee engagement.

Putting the Service Profit Chain to Work
More research on link between employee and customer engagement.

Total Rewards 2.0: It’s Time to Update the Model
Total Rewards 2.0 updates a concept first introduced in the late 20th century.

Loyalty 4.0: From Transactional to Experiential and ROI Measurement
An opportunity to take a fresh look at the economics and benefits of loyalty strategies to make sure they optimize results.

It’s Time to Focus on the ROI of Diversity Inclusion
Diversity, Equity, and Inclusion (DEI) is not just about Corporate Social Responsibility, it’s about better business. DEI will not achieve its full potential until organizations treat it as a profit center rather than as only a charitable contribution.

What Our Nation’s Party System Tells Us About the Dangers of Office Politics…

The Critical Role of Employees in Technology Implementation
Many companies overlook the critical importance of involving employees in the deployment of any type of technology.