Featured | May 8, 2025

9-Step Roadmap: How to Create a Certification Program for Growth

Learn how to build and scale a certification program with this 9-step roadmap covering curriculum design, assessments, tech tools, compliance, and long-term success.

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In a world where skills evolve faster than job titles, creating a certification program isn’t just smartit’s strategic, whether you are building credibility, improving talent pipelines, or scaling the organization.

In fact, senior leaders report that 64% of their teams need new technical skills, 61% need improved power skills, and 54% require better business acumen (Project Management Institute, 2024).[1] So, how to create a certification program that drives growth and equips the entire workforce to stay sharp, agile, and future-ready?

Key Takeaways

  • Certification programs validate skills and boost credibility, with 81% of employers practicing skills-based hiring rather than formal education.
  • Success requires clear goals, market research, and rigorous certification exam design.
  • Continued maintenance and hygiene practices ensure long-term relevance.
  • Technology selection is critical for program delivery, assessment integrity, and scalability.

Critical Steps to Build Your Own Certification Program

Whether you are starting from scratch or leveling up an existing program, this guide’s got you covered. This 9-step actionable roadmap takes you from strategy to execution, covering everything from goals and curriculum to assessments, tech, and long-term maintenance.

Let's dig in!

Step 1: Understand Certification Fundamentals & Industry Standards

The first step, before you dive into building your certification program, is to get clear on why certifications matter and how they tie into industry standards. This understanding will shape every choice you make along the way.

So, what exactly makes certification programs worth the effort, for both organizations and learners?

Certification programs are courses that prove an individual’s qualifications in a particular field and recognize achievement. This involves testing individuals or organizations against pre-defined standards set by a recognized body or entity.

According to LinkedIn's Workplace Learning Report 2025, 91% of learning and development professionals agree that continuous learning is more important than ever for career success, making certification programs a critical component of professional development (LinkedIn, 2025).[2] Certification courses and professional development programs prove an individual’s expertise and are highly valued by employers, regardless of the particular industry.

According to the 2024 IT Skills and Salary Report, 60% of individuals with certifications believe the quality of their work has improved, while 49% of IT decision-makers report certified staff add value by closing organizational skills gaps (Global Knowledge, 2024).[3]

Now that you understand the value and purpose of certifications, the next step is defining what success looks like for your organization—aka goal setting.

Step 2: Define Your Organizational Goals

Document your organization's specific goals for creating a certification program. Your program's goals will guide your development process and help measure success. Why bother? Investing in employee certification can unlock significant strategic advantages:

1. Goal: Access to Skilled Talent

Aim to build a talent pipeline by appealing to professionals with in-demand new skills. 81% of employers use skills-based hiring, rather than relying on formal education (TestGorilla, 2024).[4] 

81% of employers prefer skills-based hiring over degrees – TestGorilla 2024 statistic

2. Goal: Improve Project Success Rates

Reduce costly project failures by upskilling your team. Organizations with comprehensive certification support lose only 25% of budgets on failed projects compared to 31% for organizations without such programs (Project Management Institute, 2024).[5]

3. Goal: Enhance Employer Branding and Retention

Branding: Position your organization as one that invests in employee growth. 94% of employers pay for worker certifications, indicating strong organizational support (Robert Half Finance & Accounting, 2019).[6] This not only boosts employee morale and retention—but also builds your reputation and goodwill across the industry.

Retention: LinkedIn's research reveals that 88% of organizations are concerned about employee retention, with providing learning opportunities being their #1 retention strategy (LinkedIn, 2025).[7] Certification programs directly address these needs.

4. Goal: Regulatory Compliance

Certifications help meet ISO 17024 and industry-specific field standards. This not only ensures compliance but also reduces risk.

5. Goal: Gain a Competitive Edge

Positions your organization or professional association as an industry events leader. Organizations prioritizing professional development are 42% more likely to be frontrunners in new technology adoption, demonstrating how certified specialists drive innovation (LinkedIn, 2025).[8]

Top 5 goals for launching a certification program - talent, retention, compliance, and competitive advantage

With your goals in place, it’s time to validate them against the market.

Step 3: Conduct a Market Assessment

Conducting a thorough market assessment of the current industry landscape ensures the certification program resonates with its target audience. This assessment helps identify knowledge gaps that need addressing and ensures the program offers unique value for your target audience.

Ground your certification process in real market needs to validate its value. To complete this step, here are some actionable items you can implement:

1. Identify Industry Skill Gaps

Research areas where talent shortages exist or competencies are lacking.

2. Engage Employers and Prospective Candidates

Use surveys or interviews to understand hiring needs, learner expectations, and perceived value.

3. Benchmark Against Competitor Programs

Analyze competitor certification programs for structure, pricing, and reviews to uncover content gaps, pricing advantages, and user pain points your program can improve on. Use these insights to clearly differentiate your offering.

4. Evaluate Pricing Sensitivity

Test willingness to pay and assess what pricing tiers align with market expectations.

5. Define Core Pain Points

Clearly outline the workforce or business problems your certification aims to solve, such as, compliance, productivity, or role readiness.

Once your market assessment confirms the need, it’s time to design the learning experience that meets it.

Step 4: Develop a Structured Approach to Curriculum and Learning Paths

Now that you have defined your goals and validated market needs, it is time to build the learning experience that is both instructionally sound and aligned with industry standards. LinkedIn data shows that 68% of employees agree that 'learning helps me adapt during times of change,' a 19% increase since 2022 (LinkedIn, 2025).[9]

This trend underscores the importance of a well-structured learning experience. A thoughtfully structured curriculum ensures your certification program delivers real impact and supports the learning process. Here's how to go about it:

1. Set Learning Objectives

Define what learners should know or be able to do by the end of the program.

2. Develop Supporting Content
Create materials that directly align with the intended learning goals—–think videos, guides, quizzes, and case studies.

3. Design Assessments
Build fair, practical, and comprehensive tests to evaluate learner progress and certification readiness. Begin by using industry expertise and determine the criteria and requirements for certification, including study material, passing scores, assessment methods, and education requirements.

4. Ensure Compliance
Align your program framework with legal and industry standards such as ISO 17024, ADA, and GDPR to strengthen credibility, reduce risk, and support global recognition.

5. Incorporate Digital Literacy & AI Components

Ensure your curriculum stays current by covering digital literacy and practical AI use cases like automation, data analysis, and decision-making. Include ethical considerations and promote critical thinking.

With your curriculum in place, the next step is to bring in the right minds (what we call SMEs) to shape and validate it.

Step 5: Recruit & Collaborate with Subject-Matter Experts (SMEs)

In addition to developing comprehensive course design and materials, the logistics of creating any certification program also include hiring qualified instructors and involving subject-matter experts (SMEs) to ensure accuracy and relevance.

Finding the right SMEs is critical. Look for experienced professionals:

  • With 5+ years of hands-on experience.
  • With teaching or training backgrounds.
  • With industry recognition and credibility.
  • Who can commit to ongoing program updates.
  • Who bring diverse perspectives and specializations.
Criteria for selecting subject-matter experts - experience, credibility, training skills, and diversity

Once your expert team is in place, the next step is designing assessments that measure what truly matters.

Step 6: Design Valid & Reliable Assessment Methods for Your Professional Certification Program

Once the content and structure are set, design assessments that truly reflect what learners should know and be able to do by the end of the program. Your certification program's credibility hinges on designing assessments that accurately measure real-world skills and knowledge. Assessments should align with your program’s objectives to stay relevant and meaningful.

Create a Valid and Purpose-Driven Certification Exam Framework

Designing a certification exam requires careful planning and execution to ensure it effectively tests the skills and knowledge of candidates. To build a credible exam:

1. Involve the Experts
Loop in your SMEs. They will help make sure the exam tests real job skills and stays grounded in industry needs.

2. Ensure Compliance
Make sure your exam meets ISO 17024 standards and follows any relevant legal or regulatory requirements.

3. Pilot Test the Exam
Test with a small, diverse group to catch issues early and refine your questions, format, and assessment policies.

4. Prioritize Assessment Security
Use remote proctoring, randomize questions, and implement secure delivery formats. Set clear retake policies and manage version control for updates.

5. Implement Diverse Evaluation Methods

Go beyond traditional testing with project-based or portfolio assessments that demonstrate applied skills in context. Incorporate scenario-based challenges to reflect real-world decision-making.

Checklist to validate a certification program - skill gaps, employer input, benchmarking, and pricing.

With your assessment framework in place, the next step is choosing the right technology to support and scale it.

Step 7: Select & Implement Supporting Technology

Selecting the right technology is a crucial step in building a successful certification program. From delivery to tracking, the tools you choose will impact learner experience, program scalability, and long-term sustainability. Most certification programs rely on specialized software to manage exams, compliance, and candidate data. This is especially true in regulated industries where quality management and audit-readiness are essential.

Recommended Technology Selection Criteria
When evaluating certification technologies, consider:

  • Integration capabilities with existing systems.
  • Scalability for future growth.
  • Mobile accessibility.
  • Analytics and reporting features.
  • Security and compliance standards.
  • Total cost of ownership - Industry estimates suggest annual costs of $1,000–$20,000 for test tools, and $10,000–$100,000+ for a full Certification Management System (CMS), depending on scope. Assess your needs and budget accordingly.

Once you have identified your tech requirements, explore these core tools and features to build a scalable, modern certification experience:

1. Learning Management Systems (LMS): Your Certification HQ

LMS platforms manage course delivery, learner tracking, and reporting. They offer user analytics and integrate with tools like CE App to automate completion tracking and streamline certification workflows.

2. Microcredentials: Stackable Skills for Agile Learners

Microcredentials are short, targeted programs that help professionals build specific competencies. They are ideal for upskilling in today’s fast-paced job market and can be used alongside traditional certifications for added flexibility and relevance.

3. Digital Badging: Modern Credentials with Built-In Trust

Digital badges include metadata that verifies earned skills. They are easy to share, legally defensible, and traceable to the issuer, ensuring authenticity and making them a credible alternative to traditional paper certificates.

4. AI-Powered Tools: Smarter Delivery, Personalized Learning

Use AI proctoring for secure assessments, adaptive learning platforms for tailored instruction, and automated feedback systems to support learners in real-time.

5. CE App: Smart CE & Certification Management, Simplified

Built for organizations of all sizes, CE App streamlines CE tracking, automates workflows, and boosts engagement. Key features include:

  • Unified Dashboards for members to track all CE activities.
  • Automated Compliance across jurisdictions.
  • Real-Time Insights to monitor certification trends and audit readiness.
  • Mobile Access for learning on the go.

With organizations reporting up to 68% less admin work and 38% higher member satisfaction, CE App is a smart, scalable solution built for growth, without the hassle.

Certification tech stack options - LMS, digital badges, AI tools, and CE App for compliance management

Now that your tech foundation is in place, the next (and arguably most exciting) step is to launch your certification program and get it in front of the right audience.

Step 8: Launch, Market & Pilot Test Your Certification Course

Launching your certification program requires thoughtful planning, strong marketing, and smart testing to ensure it reaches the right audience and delivers real value, akin to any effective business plan. Most programs also need around 5 to 6 months for proper setup, so give yourself the runway to do it well.

Focus on these key areas to drive awareness, participation, and long-term success:

1. Plan Your Marketing Strategy
Highlight your program’s unique benefits through various channels like social media, email marketing, webinars, and your website. Promote the value to both employers and candidates, and encourage early participants to share certificates and testimonials online.

2. Make It Accessible
Adopt transparent pricing and consider tiered plans, scholarships, or discounts to attract a broader and more diverse audience.

3. Use Digital Platforms to Deliver Content and Learning Materials
Ensure easy, on-demand access to online course materials and certifications. Seamless delivery can significantly boost participation and engagement.

4. Pilot Test Before Launch

Run a beta test with a small group (50–100 users) to collect feedback and fine-tune your training program. Use data to adjust your curriculum, fix usability issues, and refine assessments for a confident public rollout. This trial run allows you to be confident during the launch.

5. Certification Launch Checklist
Before going live, make sure the following are in place:

  • Approved marketing assets.
  • Live website and registration flow.
  • Functioning payment system.
  • Trained instructors and proctors.
  • Established tech support.
  • A feedback loop for continuous improvement.

6. Build Industry Placement Partnerships

Form strategic alliances with employers to connect certified professionals with hiring opportunities. This not only enhances program appeal but also creates a powerful value loop for both learners and organizations.

Key components to launch a certification program - marketing, digital delivery, and pilot testing checklist

A successful launch is just the beginning; the next step is all about ongoing maintenance and strategic updates.

Step 9: Maintain & Update Your Certification Program

To stay trusted and effective, your certification program needs regular updates, especially as industry standards, technologies, and learner needs evolve. A well-maintained program should perpetually continue to reflect real-world skills and competencies. Routine job analyses and the frequency of certification exam maintenance, based on factors like testing volume and stakes, are key for keeping programs relevant and effective.

Monitor Performance & Use Data

Track pass/fail rates, course completion trends, and feedback to spot what’s working—and what’s not. Regularly reviewing this data helps you update program content and ensure your certificate program still tests the right knowledge.

Set Ongoing Continuing Education Requirements

Help certified professionals stay current by requiring continuing education. Recertification and continuing education ensure individuals stay competent and uphold professional standards, reinforcing your program's value.

Leverage Technology for Efficiency

Tools like CE App automate certificate tracking, reporting, and compliance across over 500 accreditation types. CE App's AI-powered analytics help monitor certification trends, flag gaps, and reduce admin load by up to 80%, streamlining the entire certification process.

When to Update Your Certification Programs

The frequency of maintenance efforts can vary based on multiple factors. Update your program when:

  • Industry standards evolve.
  • New tech shifts require upskilling.
  • Feedback shows gaps in program design.
  • Pass rates are consistently too high or too low.
  • As a best practice, every 18–24 months.

The key is to stay aligned with evolving learner expectations and employer demands to ensure your training program remains relevant and competitive.

When to update your certification program - based on standards, tech changes, and learner feedback

Speaking of best practices, maintaining your certification program isn’t just about updates—it’s about building habits that help it grow stronger over time.

Best Practices for Long-Term Success

Once your certification program is live, the real work is in ensuring it thrives long-term. Here are some key practices that help maintain impact and relevance over time:

1. Keep It Accessible
Use strategies like sliding-scale fees, scholarships, and flexible payment plans to attract a wider, more diverse participant base.

2. Work with Recognized Accrediting Bodies
Collaborate with certification or accreditation authorities to maintain compliance and uphold high credentialing standards.

3. Commit to Ongoing Improvement
Regularly review learner feedback, pass/fail data, and industry shifts to fine-tune your program content, delivery methods, and assessments.

4. Focus on Real-World Value
Prioritize practical skills, real-world applications, and clear learning outcomes to ensure your certification remains relevant and respected.

5. Implement a Structured Improvement Framework

Use the Plan-Do-Check-Act (PDCA) cycle to continuously enhance your program. Identify gaps, make targeted updates, measure results, and scale what works.

Wrapping It Up: Your 9-Step Blueprint to Create a Certificate Program

There you go. 9 steps on how to create a certification program that doesn’t just check boxes, but drives real growth and relevance. From setting clear goals and validating market needs to designing assessments, selecting tech, and planning for long-term upkeep, every step matters.

By staying agile, keeping your learners at the center, and using scalable tools like CE App, you are set to build a program that:

  • Contributes to long-term credentialing excellence.
  • Evolves with changing industry standards.
  • Engages learners through high-quality, relevant experiences.
  • Elevates your brand and professional credibility.
  • Scales efficiently with technology.

When done right, your program won’t just certify skills; it will be a crucial aspect in shaping the future of your organization, and even your industry.

Want to go even deeper?

Download our free e-book, Educational Success in Certifications, featuring 12 in-depth chapters on building learning cultures, enhancing CE engagement, leveraging data for personalized education, navigating cross-state compliance, and more. It’s your strategic blueprint for driving meaningful educational growth in 2025 and beyond.

Frequently
Asked
Questions

They keep professionals current with industry developments, sharpen skills, and preserve the value of their certification.

They validate skills, show commitment to learning, and are recognized by employers as a mark of credibility and growth potential.

Conduct market research, speak with employers and industry experts, and identify current skill gaps to ensure your program solves real-world problems.

An LMS is key for delivery and tracking. Tools like CE App automate CE tracking, simplify compliance, and support growth across jurisdictions.

Offer flexible formats, self-paced modules, and financial options like scholarships or tiered pricing to increase participation.

Ready for simplified continuing education?