ROI and Impact Measurement, Channel Engagement, Stakeholder Implementation Highlight EEA Summer YouTube Series

The Enterprise Engagement Alliance continues its series of YouTube shows and feature articles with veteran practitioners and educators on all aspects of engagement. All the shows are produced live, summarized in ESM or RRN feature articles and archived in the ESM library of stakeholder capitalism and enterprise engagement resources.

Appreciation, Recognition and Impact Measurement: Is it Time to Make the Connection? July 10, 11 AM
Channel Engagement Effective Practices Series: July 15, 11 AM ET
Stakeholder Capitalism: From Theory to Action: Aug. 19, 11 AM ET
ROI Institute: The State of ROI and Impact Measurement in People Management: Aug. 26, 1 PM ET

Click here to subscribe to the ESM weekly e-newsletter. Click here to gain access to all the EEA YouTube shows.

What is the importance or impact of appreciation and recognition in the workplace? What are the essential elements of effective channel management? How does an organization move from theory to practice in the implementation of stakeholder capitalism? These are the critical questions that will be addressed in the summer of 2025 Enterprise Engagement Alliance series of Purpose Leadership and Stakeholder Management YouTube shows produced by its weekly newsletters ESM and RRN.

The EEA summer learning series caps off with the addition of Jack Phillips Ph.D., Chairman, and Patti Phillips, CEO of the ROI Institute, for an update on the state of return-on-investment and impact measurement today.

Appreciation, Recognition and Impact Measurement: Is it Time to Make the Connection? July 10, 11 AM

Register here for the July 10, 11 am ET show offering insights on more effective impact measurement of culture, appreciation, and impact.

According to the Human Capital Factor created by the analytics firm Irrational Capital, Conshohocken, PA, organizations at which employees feel recognized and appreciated have the potential for at least 4% annual enhanced future equity value creation than those that don’t. On the other hand, surveys by HR.com and others indicate that less than half of organizations run structured appreciation or recognition efforts or use formal impact-related metrics to assess them.

This Enterprise Engagement Alliance YouTube show and feature article series features experts in appreciation, recognition, compensation and human capital impact measurement to address the current state of measurement. Proponents of appreciation and recognition often speak of benefits in terms of employee engagement or experience, retention, productivity, etc. but there is almost no one who provides concrete financial benefits or other tangible impact on an organization’s purpose, goals, or objectives.

This show and feature article addresses how appreciation and recognition affect culture and how, if at all, the impact can be measured. Panelists include:

Darwin Hanson, CEO, Founder of TM Evolution, a compensation and human capital analytics advisory and technology firm.
Dr. Heiko Mauturer, Board Member, Senior Partner, 4C Group; member, ISO 30414 Human Capital working group.
Michael Levy, CEO, Founder of WorkProud, a leading firm using recognition, rewards and technology to align employees toward a common purpose.
Dr. Paul White, Founder of Appreciation at Work, an international solution provider focusing on enhancing employee experiences through a system that supports appreciation.

Channel Engagement Effective Practices Series: July 15, 11 am ET

Register here for the July 15, 11 am ET show offering insights on more effective impact measurement of culture, appreciation, and impact.

This upcoming Enterprise Engagement Alliance YouTube Show and Effective Practices feature article published afterwards focuses on the latest effective practices on channel program design and measurement. The panel includes three experienced practitioners and researchers, including a prominent channel engagement advisor, a professor with extensive experience in engagement, and two channel engagement implementation firms:

Paul Donehue, President, Paul Charles Associates, which provides ongoing strategy and sales training in technology, financial services, healthcare, pharma, media, manufacturing, retail, construction, hospitality, and more, with decades of experience in channel engagement.
Rick Garlick, Visiting Professor, Penn State University School of Hospitality; a provider of research services in engagement to associations and corporations, and former head of research for the Incentive Research Foundation, with a track record that includes Gallup, Maritz, and other well-known research organizations.
Rob Legge, with years of experience working with leading brands as Vice President, Consumer and Channel Marketing, EGR International, a New York based engagement agency.

This combined show and feature article will address the issues facing manufacturers that sell through wholesalers, retailers, and other channels rather than directly to the customer.

What are the key factors affecting channel/distribution partner engagement today and how the landscape has changed over the past decade.
What makes channel partner engagement distinct from other types of engagement strategies.
What factors do organizations often overlook in channel engagement solution design.
What are the key elements that go into strategic program design.
How to overcome the challenges of siloed communications, training, and incentives.
Ways to promote incremental performance in addition to recognizing top performers.
What are some of the common pitfalls.
How to use co-op dollars more effectively.
How to effectively measure results.

Stakeholder Capitalism: From Theory to Action: Aug. 19, 11 AM ET

Register here for the Aug. 19, 11 am ET show held on the 6^th anniversary of the Business Roundtable updated statement of the purpose of the organization to address the interests of all stakeholders.

The Business Roundtable’s Aug. 19, 2019 updated statement of the purpose of an organization to address the interests of all stakeholders both shed light on a decades-old concept and helped sow confusion. This YouTube show and feature article focus specifically on the issue of implementation: despite continuing progress, why has such a practical and ethical approach to capitalism taken so long to gain traction?

The show features R. Edward Freeman, Professor at the Darden Business School, author the 1984 book Strategic Management: A Stakeholder Approach and called by some the father of stakeholder capitalism, and Gary Rhoads, Professor Emeritus of Marketing and Entrepreneurship, himself an active entrepreneur in customer experience, engagement technology, and now social media. Rhoads served as an advisor to the Enterprise Engagement Alliance’s enterprise engagement implementation framework published in the first edition in 2009 of Enterprise Engagement: The Roadmap. It focuses on the brass-tacks processes to harmonize the interests of all stakeholders—based on the principles of total quality management. (The work of R. Edward Freeman was unknown to the authors of this book at the time.)

In 1984, Freeman's book articulated a framework for strategic management in which leaders should consider the interests of all parties affected by their existence—not just shareholders. His approach encourages companies to actively engage with shareholders and all stakeholders, including employees, customers, suppliers, and the broader community, to foster long-term sustainability and competitive advantage. While Freeman’s work has reportedly inspired such companies as Costco, Whole Foods, and the Conscious Capital, the benefits corporation statutes, and the B-Lab movement, and is taught as part of the curriculum at some business schools including Yale, it is not yet widely understood or formally practiced in the same manner as total quality management, which has become an industry of its own.

Besides the fact that stakeholder capitalism became conflated with virtue-signaling and greenwashing when the Business Roundtable referenced its principles in its 2019 update on the charter of businesses without a clear action plan, very few companies officially articulate their practice of stakeholder theory in the same way they apply total quality management principles in manufacturing.

As a professor who for most of his career also helped launch and sell companies in customer experience, sales engagement, and who now serves as Chairman of Skavengerz, a social gamification app, Rhoads has lived at the front lines of the challenges involved with linking customer, employee, and other stakeholder interests in a business world that remains highly siloed.

Attendees will hear directly both from the father of this field and from someone who has faced the practical implementation issues throughout his own entrepreneurial career involving engagement across the enterprise.

ROI Institute: The State of ROI and Impact Measurement in People Management: Aug. 26, 1 PM ET

Continuing the Enterprise Engagement Alliance’s commitment to return on investment and impact analysis in the practice of stakeholder engagement across the enterprise, this end-of-summer show features early pioneers in return on investment and impact measurement.

What is the state of return on investment and impact measurement today in organizational management? What is standing in the say of more companies seriously measuring the financial and other impacts of their people engagement efforts? Can people management practices actually be measured in a way that CEOs and CFOs will respect?

Click here to register for the show.

These are some of the issues that will be addressed in a live Enterprise Engagement Alliance YouTube Show, Aug. 26 at 1 pm with pioneers in ROI management and measurement. The show will be posted the following week on the EEA’s Purpose Leadership and Stakeholder Management YouTube channel and featured in an ESM article for those who don’t have time to watch it.

Jack Phillips, Ph.D., Chairman of the ROI Institute, Inc. is a world-recognized expert on accountability, measurement, and evaluation. He provides consulting services for Fortune 500 companies and major global organizations; conduct workshops and presents at conferences throughout the world, and has received several awards including the Society for Human Resource Management award. He has written and edited more than 75 books, including Show the Value of What You Do: Measuring and Achieving Success in Any Endeavor.

Patti Phillips, the company’s CEO, is a leader in human capital measurement, evaluation, and analytics. Her work includes measuring and evaluating the impact and ROI in major programs and projects and helping others develop their expertise through consulting, coaching, education, research, and publications. Just a few of her leadership roles include:

Vice Chair, UN Institute for Training and Research (Finance Committee)
Board Member, International Society for Performance Improvement
Chair-elect, International Federation of Training and Development
Chair, People Analytics Board, Institute for Corporate Productivity (i4cp)
Distinguished Principal Research Fellow, Human Capital Center, The Conference Board

Probably no organization has contributed more to the concept of measuring the return on investment and impact of people investments than the ROI Institute Inc., the Birmingham-based innovator in formal practices to measure the return on investment and impact of almost any type of people engagement or performance improvement effort.

Founded in 1992, the ROI Institute helps organizations evaluate the success of projects and programs, including measuring the financial return on investment (ROI) by implementing its ROI Methodology® into organizations. The company provides workshops, consulting, coaching, briefings and presentations, publications, research, and benchmarking.

The ROI Institute operates through a network of partners and associates in the United States and in over 70 countries with the help of over 100 ROI consultants. Having helped almost 70,000 professionals, over 9,000 organizations in over 70 countries, ROI Institute is the leader in measuring the impact of programs, projects, and initiatives.

Enterprise Engagement Alliance Services

Celebrating our 15^th year, the Enterprise Engagement Alliance helps organizations enhance performance through:

1. Information and marketing opportunities on stakeholder management and total rewards:

ESM Weekly on stakeholder management since 2009. Click here to subscribe; click here for media kit.
RRN Weekly on total rewards since 1996. Click here to subscribe; click here for media kit.
EEA YouTube channel on enterprise engagement, human capital, and total rewards since 2020

2. Learning: Purpose Leadership and Stakeholder

Management Academy to enhance future equity value for your organization.

3. Books on implementation: Enterprise Engagement for CEOs and Enterprise Engagement: The Roadmap.

4. Advisory services and research: Strategic guidance, learning and certification on stakeholder management, measurement, metrics, and corporate sustainability reporting.

5. Permission-based targeted business development to identify and build relationships with the people most likely to buy.

Contact: Bruce Bolger at TheICEE.org; 914-591-7600, ext. 230.