Onboarding
Welcome to your EII membership
This learning path walks you through every feature of your membership — from your member portal to the Enterprise Clinical Lab, your professional network, and beyond. Complete each step to get the most from your EII experience.
Welcome to the Enterprise Intelligence Institute
A personal welcome from the Chairman of the Enterprise Intelligence Institute, introducing new members to the mission, community, and professional discipline of Enterprise Intelligence.
Your Onboarding Roadmap
Complete each step in order — earlier steps unlock the next
Welcome to Your EII Membership
An orientation to the Enterprise Intelligence Institute, your membership benefits, and how to get the most from your EII experience.
- Understand the Enterprise Intelligence discipline and the EII mission
- Learn what your membership includes — certification, community, standards, and more
- See the recommended first steps for new members
Your First 90 Days — The EII Member Journey
The member journey is your own record of your first 90 days — what brought you here, the pathways you chose, the question you are carrying, your first meaningful benefit, and the plan you are working to. It is not an assessment of you.
- Begin at MyEII → My 90-Day Journey, or from the invitation on your dashboard
- Say what brought you here and what would make membership valuable — your words drive every recommendation
- Choose your pathways: Research, Standards, Education, Professional Practice, Community, Enterprise Impact
- Hold a question for your first EII Round — it stays a draft until you choose to start it
- Receive up to three learning and connection recommendations, each with the reason it was offered
- Record your first meaningful benefit, with 30, 60 and 90 day check-ins that ask your questions
- Your journey never changes a membership, entitlement or credential, and EII never measures you by how often you sign in
Professional Identity — The Creed & Eleven Orders
Read and affirm the EII Creed and the Eleven Orders of the Digital Enterprise — the foundational statements of professional identity and the standing orders for guardians of the digital enterprise.
- Read the EII Creed — the foundational statement of professional identity for Enterprise Intelligence practitioners
- Review the Eleven Orders — the standing professional orders for guardians of the digital enterprise
- Understand how the Creed, Orders, Code of Ethics, and Five Commitments form the professional identity framework
- Endorse the Creed as a personal affirmation of shared professional values
Your Member Portal — MyEII
MyEII is your personal hub — your profile, dashboard, activity feed, roles, contributions, and professional development records.
- Complete your professional profile so others can find and connect with you
- Use the dashboard to see your membership status, upcoming events, and activity
- Track your contributions, CPE credits, and professional development
- Manage your roles, certifications, and saved content
The Enterprise Clinical Lab
The Clinical Lab is where you map enterprise anatomy, run Mission Readiness Assessments, and apply the AI Anatomy framework to real enterprises.
- Create a Clinical Workspace for your enterprise or a scenario
- Use the Enterprise Clinical Map to document the 20 anatomy layers
- Map dependencies and identify mission-critical paths
- Apply the AI Anatomy framework to assess AI systems
- Run Mission Readiness Assessments with the Matrix methodology
Your Professional Network — The Exchange
The Exchange is the EII member community — share posts, join communities, find mentors, and connect with peers in the member directory.
- Post and reply in the Exchange feed to share insights and ask questions
- Join communities aligned with your interests and expertise
- Find a mentor or become a mentor through the mentorship program
- Browse the member directory to connect with peers
Chapters, Working Groups & Events
Connect locally through chapters, shape standards in working groups, and attend events — from local meetings to the Founding Assembly.
- Join your local chapter for regional meetings and peer connections
- Participate in working groups that develop EII standards and practices
- Register for events — summits, workshops, and the Founding Assembly
- Start a chapter petition if there isn't one in your region yet
Learning, Certifications & CPE
Advance your career through EII's structured learning paths — from Foundation to Executive — and earn recognized certifications with CPE tracking.
- Browse the course catalog organized by certification level
- Enroll in self-paced or cohort-based courses
- Earn certifications from Foundation through Executive level
- Track your CPE credits across certification cycles
Publications, Research & Knowledge Base
Access EII publications, research programs, and the knowledge base — the Institute's growing body of professional knowledge and standards.
- Browse EII publications and research contributions
- Access the knowledge base for how-to guides and FAQs
- Contribute to research programs and working papers
- Read the Clinical AI research and standards
Member Benefits & Store
Your membership includes discounts on courses, events, and store merchandise — plus access to member-exclusive products and resources.
- Get member pricing on advanced courses and certifications
- Receive member discounts on event registrations
- Shop the EII store with member-exclusive pricing
- Access member-only resources and the Founding Assembly store
Working Groups — ESF & CDCS
EII Working Groups are where standards and frameworks are researched, debated, and refined. Join the ESF Working Group for enterprise success measurement or the CDCS Working Group for clinical decision and coordination of AI systems.
- Browse all active and forming working groups from MyEII → Working Groups
- ESF develops the Enterprise Success Framework — measuring enterprise outcomes
- CDCS develops the Clinical Decision and Coordination System — clinical decisions about AI
- Participate in workstreams, contribute deliverables, run simulations, and track adoption
- Each group has a dashboard, framework, deliverables, training, certification, and governance tabs
The Intelligence Model Canvas
The Intelligence Model Canvas is an EII member value-add that helps leaders describe their enterprise through nine connected building blocks, connect to the Clinical Map, generate Strengthening Opportunities, and practice clinical thinking through guided reflection and facilitated review.
- Open a Clinical Map workspace and select the Intelligence Canvas tab to begin
- Work through nine blocks adapted from the Business Model Canvas with EII clinical interpretations
- Use the guided interview or edit directly — 'Not yet known' is always valid
- Connect each block to Clinical Map elements with bidirectional, many-to-many links
- Generate Strengthening Opportunities — observations for investigation, not diagnoses
- Record clinical reasoning in the Clinical Thinking Journal
- Submit for facilitated review by a designated EII facilitator
- Export with attribution, provenance, and disclaimers intact
The Clinical Thinking Journey
The Clinical Thinking Journey is a structured practice module that helps you develop clinical reasoning skills through fictional scenarios, evidence packets, guided response prompts, and reviewer feedback. It is organized around five developmental commitments and five practice milestones.
- Check if the pilot is enabled for your account — look for 'My EII Journey' in your MyEII sidebar
- Read and acknowledge the five developmental commitments (Understand Before Intervening, Distinguish Evidence From Assumption, Act Within Your Authority, Remain Accountable, Reassess and Strengthen)
- Complete clinical missions — fictional scenarios with evidence packets and eight response prompts
- Submit responses for review by an authorized reviewer and receive criterion-level feedback
- Track your progress toward five milestones: Observation, Evidence, Authority, Accountability, and Reassessment
- Participation points track activity only — they are never labeled as intelligence, competence, or trustworthiness
- Milestones require reviewer confirmation — points alone cannot unlock them
EII Round™ & EII RoundTable™
The EII Round and EII RoundTable are the flagship integrating practice of Enterprise Intelligence. A Round is a structured method for understanding an enterprise condition through observation, evidence, competing explanations, challenge, judgment, intervention, and reassessment. A RoundTable is a facilitated exercise that applies the Round method to realistic enterprise scenarios for mission readiness.
- Start a Round from MyEII → Rounds to work through a real enterprise condition using the 11 foundational questions
- The EII method is a loop: Observe, Explain, Challenge, Judge, Decide, Intervene, Monitor, Reassess
- Use the AI Round Assistant for proactive next-step guidance at every stage
- Create a RoundTable exercise to practice the method with your team using scenarios, injects, and after-action reviews
- Browse the template library for pre-built RoundTable exercises and Round Academy for educational content
Complete all 14 steps to finish your onboarding. Each step takes just a few minutes.