Our Core Service Areas
1. Market Evaluation & Program Consultation
We perform market analysis and consultative services to help organizations identify:
- The need and possible scale for implementing a credentialing program.
- Why an existing program is underperforming, with actions for enhancement.
- A credentialing strategy for adding new services & products to the program.
- Partners and services to best align with mission and objectives for the program.
2. Incremental Leadership Services
Designed for associations that want to retain some or all of program management responsibility and infrastructure, but need specialized support in certain aspects of their credentialing program.
Service Options:
- Strategic Advisory: Guidance on market growth, credentialing best practices, and program design.
- Program Audits and Gap Analysis: Review of existing certification programs against best practices and compliance standards.
- Interim or incremental Credentialing Leadership: Placement of experienced program directors or managers to bridge staffing gaps or lead market transformation for organizations needing additional expertise.
- Policy Development: Drafting or revision of eligibility, renewal, recertification, and ethics policies.
3. Full Outsourced Credential Management Service
Comprehensive, end-to-end management of credentialing programs, ideal for associations seeking to implement, scale or modernize without internal capacity. We access world class partnerships to support many of our services, matched to association client presence and goals.
A. Program Design and Launch
- Market analysis and feasibility studies
- Credential framework and competency modeling
- Assessment development (e.g., exams, portfolios)
- Digital badging and credential verification infrastructure
- eLearning strategies and solutions
B. Operations and Compliance
- Candidate application processing
- CE/CPD tracking and management
- Customer service and helpdesk support
- Data reporting and board dashboards
- Accreditation maintenance (e.g., ISO 17024, NCCA)
C. Technology and Infrastructure
- Implementation and management of credentialing management system (CMS)
- Integration with association management systems (AMS) and learning management systems (LMS)
- Online proctoring and test delivery coordination
- Item banking platform to support a robust test development process and excellent service to SMEs
D. Marketing and Growth
- Go-to-market strategy for new credentials
- Value proposition development
- Channel sales partnerships and sponsorship acquisition
- Member and employer outreach campaigns
- Development of academic initiatives and authorized learning partner programs
E. Financial Management
- Budgeting and forecasting
- Pricing strategy and revenue optimization
- Invoicing and financial reporting
4. Learning Strategy & Solutions
Implementing a learning strategy – or enhancing the one you have - can propel adoption of your credentials and increase your overall value to the profession you serve. Effective learning can:
- Create new pathways into your profession
- Open up new revenue sources
- Promote professional advancement
- Develop ongoing relationships with your certificants
We follow a three-step process to develop a learning strategy tailored to your market and mission:
STEP 1: Gather data from stakeholders, online, identifying:
- Primary business activities and processes
- Current KPIs
- Most critical behaviors
- Available L&D materials
STEP 2: Onsite workshop focused on deep discovery of:
- Enterprise mapping of processes and assets
- Current strategic vision and initiatives
- Management and frontline process walkthroughs
- Desired performance outcomes and risk avoidance
STEP 3: Catalog, prioritize and prescribe:
- Behaviors most important to business performance
- Current technology that supports each behavior
- Existing curriculum and behavior drivers
5. Accreditation Support
We help design strategy and perform benchmark studies to determine accreditation readiness. We can even manage your accreditation process from the beginning through accreditation or reaccreditation application.
- Turn-key Management: Building the necessary processes and documentation required to meet accreditation standards.
- Application Support: Support throughout the application process, including annual reports, to help attain program (NCCA and ISO 17024) and institutional (CAAHEP) accreditation.
- Expertise: Our team sets us apart with deep operational experience and time serving on accreditation standards bodies.
6. Staff Mentoring & Capability Development
Empower your team with the skills, confidence, and structural support needed to operate high-quality credentialing and learning programs.
- Direct Mentoring & Coaching: Competency development for staff at all levels.
- Operational Excellence: Helping teams strengthen judgment, adopt best practices, and build long-term capacity.
- Blended Approach: We blend real-world experience with hands-on guidance, enabling staff to grow professionally while ensuring organizational continuity and program success.
Our Service Packages
1. Market and Program Analysis
For associations exploring credentialing or enhancing existing programs.
PHASE 1: Discovery & Strategic Assessment
Goal: Understand current or potential program landscape and identify strategic opportunities.
Deliverable: Strategic Growth Opportunity Report
PHASE 2: Growth Planning & Optimization Design
Goal: Build a scalable plan for growth, visibility, and value integration.
Deliverable: Credential Growth Blueprint
PHASE 3: Implementation Oversight & Advisory Support (Optional)
Goal: Help leadership and teams implement strategic recommendations effectively.
Deliverable: Ongoing Insights & Monthly Advisory Briefs
2. Growth Partner
For existing programs aiming to scale, diversify offerings, or globalize.
Key Inclusions:
Partner Program Development: Reseller channel, authorized learning providers, and academic initiatives.
Organizational Design: Strategy and interim oversight or support.
Market Messaging: Development of key messages and a clear value proposition.
3. Complete Credentialing Office
A turnkey solution for full management to implement or expand programs without the normal full startup fees.
Key Inclusions:
Analysis: Market and program analysis (unless already performed).
Development: Creation of the initial professional certification exam, policies, eligibility criteria, and market messaging.
Administration: Full management via established best-in-class service providers.
4. Learning Strategy
In collaboration with our Learning Partner, Allen Interactions, we develop a learning strategy tailored to your market and mission.
The Benefits of an Effective Learning Strategy:
- Create new pathways into your profession
- Open up new revenue sources
- Promote professional advancement
- Develop ongoing relationships with your certificants
Our Three-Step Process:
STEP 1: Gather Data
We identify primary business activities, KPIs, critical behaviors, and available L&D materials.
STEP 2: Onsite Workshop
A deep discovery of strategic vision, processes, desired outcomes, and risk avoidance.
STEP 3: Catalog, Prioritize & Prescribe
We prioritize behaviors most important to performance and identify the technology and curriculum that supports each one.