Last updated on May 18, 2022
The XM Professional Certification exam is meant to evaluate the knowledge developed by XM professionals throughout their careers. We recommend that applicants spend some time building up or refreshing their knowledge in areas across the four domains of the Certification Blueprint where they may have gaps. To help in the process, XM Institute has assembled this set of resources which will be regularly updated as new, relevant content is released. This content is not meant to be a comprehensive exam study guide, but it will provide helpful content as you brush up on different knowledge areas contained in the blueprint.
To understand where you should focus, we recommend you take the practice questions included at the end of the XMP Certification Handbook and review the resources in areas you are weakest. Applicants are encouraged to review these and other resources to reinforce their existing expertise.
How to Use This Page
- Take the XMP Certification practice questions. Identify which domains or topics you should focus on based on your results. You can find these at the end of the XMP Certification Handbook.
- Review the collection of resources from XM Institute and Qualtrics below. Rather than trying to consume every piece of content listed below, we recommend you pick and choose the topics you are interested in and select the type of resource based on your needs:
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- Launchpad: A collection of content to learn about core XM topics that includes an explainer video, an overview of the topic, tips for taking action, and links to key resources to extend your knowledge
- Multimedia: A range of offerings from short videos to longer webinars covering information about specific topics
- Research: Reports that showcase findings from XM Institute’s primary research, providing explanations of frameworks and sharing guidance to help organizations execute best practices
- Blog: Short, accessible articles on timely and interesting XM topics
- Tool: Simple tools that include explanations of core concepts and frameworks in order to translate them into tactical actions to improve XM programs
- Ebook: Higher-level compilations of best practices or examples intended to illustrate a specific XM topic or theme in action
Some of these resources are written through the lens of customer experience or employee experience, but the underlying frameworks and practices related to an XM Competency can often be applied more broadly across other experience types.
Understanding Human Behavior (15% of the exam)
XM is focused on understanding and catering to the needs of people. To master XM, professionals need to understand how human beings make decisions and respond to experience. The key topics in this domain are:
- Experience processing. This topic covers the way that human beings interact with and process experiences.
- Behavioral science. This topic covers how people make decisions.
- Research methods. This topic covers the fundamental methodologies for conducting research and analysis.
Recommended resources
- Online Training: Understanding Human Experiences
- Expert Answers, which cover common questions from XM professionals
Experience Processing
- Launchpad: Understanding Human Behavior
- Multimedia: The Human Experience Cycle
- Multimedia: The Five Inhibitors of Organizational Empathy
- Blog: Your Organization is an Experience Factory
Behavioral Science
- Multimedia: The Six Key Traits of Human Beings
- Research: Emotion-Infused Experience Design
- Research: Behavioral Guide to Experience Design
- Tool: Human Biases: Design Worksheet
Research Methods
- Research: Best Practices for Designing Survey Questions
- Blog: Three Analytical Tools That Every XM Leader Should Understand
- Qualtrics Blog: How to write great survey questions (and avoid common mistakes)
- Qualtrics Blog: What is design research methodology?
- Qualtrics Blog: Demographic survey questions that yield valuable insights
- Qualtrics Blog: Rating vs. ranking: which question type is best for your data?
XM Foundations (15% of the exam)
XM professionals need to know what XM is all about. This domain is about understanding the core structure and underlying elements of XM. The key topics in this domain are:
- XM as a discipline. This topic covers the basic components of XM, and how to treat it like a discipline.
- Organizational culture. This topic covers what organizational culture is and how it can either nurture or inhibit XM practices.
- Technology as an enabler. This topic covers how technology can be used to enable XM capabilities (it will be platform agnostic).
Recommended resources
- Online Training: Experience Management Foundations: Essentials for Operationalizing XM
- Blog: How to Find and Fight Bias in Your X-Data
- Expert Answers, which cover common questions from XM professionals
XM as a discipline
- Launchpad: Introduction to Experience Management
- Launchpad: The XM Operating Framework
- Launchpad: Driving Insights with X+O Data
- Research: The Six Laws of Experience Management
- Blog: Are Your Experience Management Efforts Outdated? Modernize Them.
- Blog: The Four P’s of XM Insights
- Blog: What’s the Right Mix of O-Data and X-Data?
- Blog: How Do You Explain Experience Management to Senior Executives?
- Qualtrics Blog: Experience management 101: The what, why, and how of XM
Organizational culture
- Launchpad: Nurturing an XM-Centric Culture
- Research: Creating and Sustaining a Customer-Centric Culture
- Blog: Four Recommendations for a More Experience-Centric Culture
Technology as an enabler
- Blog: 4 Ways to Modernize Your X-Data Systems
- Blog: Five XM Practices for Accelerating Your Digital Transformation
XM Competencies (50% of the exam)
To implement XM, professionals need to master a set of skills. This domain covers six distinct XM competencies. The key topics in this domain are:
- Leading a multi-year transformation program. This topic covers the multi-year effort required for architecting, aligning, and sustaining successful XM programs.
- Realizing value from XM. This topic covers tracking and ensuring that XM efforts achieve well-defined business objectives, which often require a clear set of XM metrics.
- Activating an organization for change. This topic covers making sure that people at the organization – including employees, leaders, and partners – have the appropriate skills, support, and motivation to achieve desired XM results.
- Enlightening the organization with insights. This topic covers the process of collecting appropriate data and providing actionable insights across an organization.
- Responding to insights with actions. This topic covers establishing ongoing mechanisms for an organization to prioritize and drive improvements based on insights.
- Disrupting the status quo with design. This topic covers identifying and creating experiences that differentiate the organization.
Recommended resources
- Online Training: Experience Management Foundations: Essentials for Operationalizing XM
- Multimedia: The Six XM Competencies
- Research: Operationalizing XM
- Expert Answers, which cover common questions from XM professionals
Leading a multi-year transformation program
- Launchpad: Maturing Your XM Program
- Multimedia: Webinar: Mastering XM Governance – A Key XM Leadership Skill
- Research: The Federated Customer Experience Model
- Blog: XM Competency: Leading a Multi-Year Transformation
- Blog: The Five Essential Elements of CX Program Governance
- Blog: How XM Evolves to a Federated Governance Model
- Blog: Three Characteristics of XM Leaders
- Blog: Five A’s: The Executive Agenda for XM Transformation
- Tool: Responsibilities of an XM Core Team
- Tool: Executives’ Commitment to XM
Realizing value from XM
- Launchpad: Building an XM Metrics Program
- Research: Five Steps for Building a Strong CX Metrics Program
- Blog: Two Ultimate Questions for XM Metrics
- Blog: Existing Metrics Aren’t Enough for Customer-Centric Strategy
- Blog: Metrics – Recipes for Proving ROI and Elevating XM
- Blog: How to Find and Fight Bias in Your X-Data
- Blog: Five Recommendations for De-emphasizing Benchmarking
Activating an organization for change
- Launchpad: Activating Employees Around Experience Management
- Research: Best Practices Across the Activate Competency
- Research: Introducing Employee-Engaging Transformation
- Research: Translating Brand Promises into Employee Behaviors
- Research: Engaging a Tethered Workforce
- Blog: How Do You Engage Employees? Adopt the Five I’s
- Blog: Stop Obsessing about Organizational Alignment
- Blog: Effective Communication: A Critical Skill to Propel XM Success
- Blog: Drive Change Top-Down and Bottom-up with Middle Managers
- Blog: Five Elements of Successful XM Ambassador Programs
- Tool: Embedding Brand Promises
- Tool: Effective XM Communication Plans
Enlightening the organization with insights
- Blog: Using Journey Maps to Define Listening Posts
- Blog: Use Unstructured Data to Give Your CX Program the Edge It Needs
- Blog: The Future of VoC: Insight and Action, Not Feedback
Responding to insights with actions
- Launchpad: Driving Insights with X- and O-Data
- Blog: Five Guiding Principles of Customer Recovery and Closing the Loop
- Blog: Employee Feedback: How to Drive Accountability and Action
- Blog: Build Four Action Loops to Respond to Insights
Disrupting the status quo with design
- Multimedia: Applying Experience Design to Disrupt the Status Quo
- Multimedia: What is Journey Mapping?
- Research: Best Practices Across the Disrupt Competency
- Research: Customer-Infused Process Improvement
- Research: Propelling Experience Design Across an Organization
- Blog: Driving Action From Journey Maps
- Blog: It’s Time to Fix Five Common Broken Experiences
- Qualtrics Blog: The role of choice architecture in designing experiences
Applying XM (20% of the exam)
XM professionals need to deploy XM across a number of different areas. This domain covers the basic elements of different experience areas and use cases. The key topics in this domain are:
- Customer Experience. This topic covers typical XM use cases in customer experience.
- Employee Experience. This topic covers typical XM use cases in employee experience.
- Product Experience. This topic covers typical XM use cases in product experience.
- Brand Experience. This topic covers typical XM use cases in brand experience.
- XM Expansion. This topic covers how to expand the use of XM across different experience areas.
Recommended resources
- Expert Answers, which cover common questions from XM professionals
Customer Experience
- Online Training: Building and Maturing Your CX Program
- Launchpad: Fundamentals of Customer Experience
- Multimedia: Webinar: Hitting Fast Forward on Customer Experience
- Multimedia: The Power of Customer Journey Mapping
- Multimedia: What is Net Promoter Score?
- Multimedia: Webinar: Humanizing Digital Experiences
- Research: B2B Customer Experience Best Practices
- Research: B2B CX Best Practices: Embedding Actionable Insights into Key Processes
- Research: Humanizing Digital Interactions
- Blog: Questions About Government CX, with Answers for All CX Programs
- Blog: It’s Time to Update Your Relationship Measurement Program
- Blog: Five Shifts for Buiding a Dynamic, Always-On Relationship Program
- Blog: Looking to Improve Your Response Rates? Use These Four Levers
- Blog: Advice for Propelling Your Net Promoter Score Program
- Blog: Is NPS a Dubious Fad?
- Blog: Is NPS a Good Global CX Metric?
- Blog: Five Application Areas for Digital XM
- Qualtrics Blog: Your Ultimate Guide to Customer Experience
Employee Experience
- Online Training: Building and Maturing Your EX Program
- Launchpad: Fundamentals of Employee Experience
- Multimedia: The Employee Engagement Virtuous Cycle
- Multimedia: Webinar: You’re Surveying Your Employees – What Next?
- Blog: HR Leaders: It’s Time to Build Your XM Skills
- Blog: Three CX Principles That Can Help Propel EX
- Blog: Five Areas for Modernizing Employee Experience Management… Right Now
- Blog: Four XM Practices That Can Propel the Candidate Experience
- Blog: Create More Actionable Insights With Employee Journey Analytics
- Blog: Should You Tie Bonuses to Employee Experience Metrics?
- Blog: Seven Limitations of eNPS as an Employee Experience Metric
- Blog: Three CX Measurement Principles that Can Help Propel EX
- Blog: Five Application Areas for Digital XM
- Research: Three Shifts for Employee Experience Success
- Qualtrics Blog: Your Ultimate Guide to Employee Experience
Product Experience
- Qualtrics Blog: What is Product Experience (PX) Management?
- Ebook: 16 Research Methods to Maximize Product Success
- Ebook: Introduction to Product Concept Testing
Brand Experience
- Qualtrics Blog: What is Brand Experience (BX) Management?
- Blog: Goodbye Static Brands. Introducing Modern Brand XM.
- Ebook: Unlocking Real-time Brand Analytics
XM Expansion