ABOUT OUR EDUCATION

The Executive Suite Institute is dedicated to the training and certification of professionals in the Executive Suite/Serviced Offices industry. ESI was created by industry veterans to provide a resource for owners and operators who wish to have high-quality training for their team but may not have the time or funds to offer such training to their staff.

• Online Education Program
Online Certification Education is open to any individual. Once a course is purchased, the student will have 24 hours to view the training module. Once the course is opened for viewing, the student will have only one opportunity to view the course materials, so please allow sufficient time to participate fully in the training module. The course module will remain open for viewing for 30 minutes beyond the stated length of the course time. For example, a 60-minute module will be open for viewing by the participant for 90 minutes. This allows the participant to go through the course material at their own pace and solidify concepts that are not initially clear.

• TESTING
All Testing is offered exclusively online. There is a test for each individual module and a separate, comprehensive test covering each module for the Certification Testing. Applicants must pass each course training module at a minimum score of 75% in order to be accepted for Certification Testing. For an applicant to pass Certification Testing, a minimum score of 75% is required.

Applicants may apply to re-test for any particular module up to 2 times in 12 months. There is a separate charge for each additional re-test.

Applicants may apply to re-test for full Certification up to 2 times in 6 months. There is a separate charge for each Certification Re-Test.

Testing results for individual courses & Certification Testing are made available immediately upon test completion.

• Course Curriculum - ACTIVE classes are indicated in BLUE

ESI ONLINE CURRICULUM PATH & PREREQUISITES - 24 COURSES

Customer Service (3 COURSES)
CUSTOMER SERVICE 101: BUSINESS COMMUNICATION
CUSTOMER SERVICE 102: CONFLICT RESOLUTION (PRE-REQUISITE – CS 101)
CUSTOMER SERVICE 201: CLIENT RETENTION

Sales (3 COURSES)
SALES 101: TEAM SELLING FOR MAXIMUM RESULTS
SALES 105: PROSPECTING AND PIPELINE MANAGEMENT
SALES 201: NEGOTIATING TO CLOSE (PRE-REQUISITE – SALES 101)

Technology (3 COURSES)
TECHNOLOGY 101: TELECOM AND INTERNET BASICS
TECHNOLOGY 201: CREATING AN INTRANET
TECHNOLOGY 220: VoIP EXPLAINED – WHAT TO KNOW BEFORE YOU BUY (PRE-REQUISITE – TECH 101)

Faclities Management (3 COURSES)
FACILITIES 101: CENTER READINESS
FACILITIES 201: SYSTEM CUTOVERS – PROJECT MANAGEMENT GUIDE
FACILITIES 205: REFURBISHING THE CENTER – PROJECT MANAGEMENT
FACILITIES 301: CRISIS MANAGEMENT/DISASTER RECOVERY

Financials (3 COURSES)
FINANCIALS 101: BILLING AND COLLECTIONS
FINANCIALS 200: MANAGING THE MARKETING BUDGET
FINANCIALS 201: ESTABLISHING THE OPERATING BUDGET (PRE-REQUISITE – FIN 101)

Team Leadership (5 COURSES)
TEAM LEADERSHIP 200: ASSESSMENT TOOLS
TEAM LEADERSHIP 201: EMPLOYEE RETENTION (PRE-REQUISITE – TL 200)
TEAM LEADERSHIP 202: PERFORMANCE APPRAISALS
TEAM LEADERSHIP 300: MENTORING YOUR TEAM
TEAM LEADERSHIP 301: REACHING Y.E.S. – YOUR EXCEPTIONAL SUITE

Center Ownership (5 COURSES)
CENTER OWNERSHIP 101: DEVELOPING YOUR EXIT STRATEGY
CENTER OWNERSHIP 201: MAXIMIZING CENTER VALUE
CENTER OWNERSHIP 203: UNDERSTANDING YOUR REAL ESTATE
CENTER OWNERSHIP 300: GROWTH & ACQUISITION STRATEGIES
CENTER OWNERSHIP 302: PARTNERSHIP AGREEMENTS

CERTIFICATION REQUIREMENTS

CLIENT SUPPORT SPECIALIST – LEVEL 1 CERTIFICATION:
CORE CURRICULUM
CUSTOMER SERVICE 101: BUSINESS COMMUNICATION
CUSTOMER SERVICE 102: CONFLICT RESOLUTION
SALES 101: TEAM SELLING FOR MAXIMUM RESULTS

ELECTIVE (CHOOSE 1)
FACILITIES 101: CENTER READINESS
TECHNOLOGY 101: TELECOM AND INTERNET BASICS
SALES 201: NEGOTIATING TO CLOSE

CLIENT SUPPORT SPECIALIST – LEVEL 2 CERTIFICATION:
CORE CURRICULUM
CUSTOMER SERVICE 102: CONFLICT RESOLUTION
SALES 105: PROSPECTING AND PIPELINE MANAGEMENT
SALES 201: NEGOTIATING TO CLOSE
FINANCIALS 101: BILLING AND COLLECTIONS

ELECTIVE (CHOOSE 1)
FACILITIES 101: CENTER READINESS
TECHNOLOGY 201: CREATING AN INTRANET
TEAM LEADERSHIP 201: EMPLOYEE RETENTION

CENTER MANAGER CERTIFICATION:
CORE CURRICULUM
TEAM LEADERSHIP 201: EMPLOYEE RETENTION
CUSTOMER SERVICE 201: CLIENT RETENTION
TECHNOLOGY 220: VoIP EXPLAINED – WHAT TO KNOW BEFORE YOU BUY
FINANCIALS 201: ESTABLISHING THE OPERATING BUDGET

ELECTIVE (CHOOSE 2)
FACILITIES 201: SYSTEM CUTOVERS – PROJECT MANAGEMENT GUIDE
FACILITIES 301: CRISIS MANAGEMENT/DISASTER RECOVERY
CUSTOMER SERVICE 201: CLIENT RETENTION
TEAM LEADERSHIP 202: PERFORMANCE APPRAISALS

• ON-SITE EDUCATIONAL SEMINARS
On Site Educational Seminars are open to any individual or company and is provided in a live, group setting. ESI requires a minimum enrollment of 20 individuals to schedule an on site Educational Seminar. You may choose from a menu of courses, as listed in the Course Curriculum, the Seminar Menu, or ESI can coordinate a customized program for you ranging from a 60-minute to a ½ day format.

• LIVE WEBINARS
Live Webinars are open to any individual. We will post and advertise our 60- and 90-minute webinars on our Calendar of Events and via e-blast to those individuals and companies who have registered online and opted-in to receive our notices. You are invited to register to receive these announcements – there is no cost to register.

• Our Speakers and Session Presenters
We draw our speakers from inside and outside the Executive Suite Industry. Our speakers include veteran operators and managers, as well experts in Sales & Marketing, Leadership, and General Business Operations. You can trust that we have vetted strong and effective public speakers who can engage and inspire you.

• Policies and Program Guidance
General Guidelines for applying for certification:

The General Public:
Please apply for certification by filling out the Certification Registration Form as part of our website.

The Certificate will be awarded upon successful completion featuring the individual’s name only.

Company Employees:
a) New Employees to a firm must past their 30-, 60-, and 90-day appraisals in order to apply for certification.
b) Established Employees to a firm must be in good standing with their employer – not under any disciplinary status
c) Any Employee may take the course work but may not apply for Certification & Testing without employer authorization & approval

The Certificate will be awarded upon successful completion featuring the individual’s name and company sponsor.

• Course Registration