The Roi Fieldbook

Accompanying CD-ROM contains ... "dozens of tools, instruments, and templates ... [and] a thorough case study which is aligned with each fieldbook chapter to present how the ROI process and guiding principles are applied ... [and] interactive material such as "Are you ready for ROI?"--A self-assessment test. Other material includes templates for data collection, ROI analysis plan, action plan, and a cost summary sheet."--Page 4 of cover.

Since the publication of 'Return on Investment in Training and Performance Improvement Programs,' many individuals have attempted to implement the ROI methodology in their organizations. Having a credible process does not guarantee that an organization will implement the process effectively throughout the various functions and divisions. 'The ROI Fieldbook' will help organizations implement ROI successfully, by providing concrete techniques, tools, strategies, and reproducible items. Jack Phillips and Patti Phillips and their associates have helped hundreds of organizations and individuals with their ROI workshops. 'The ROI Fieldbook' provides many different strategies for tackling the critical issues of implementation. The authors examine every key barrier to implementation and suggest strategies for overcoming, minimizing, or removing the barriers. The accompanying CD contains dozens of tools, instruments, and templates aimed at providing helpful resources for the individual or the team responsible for implementing ROI. Case studies from a variety of organizations illustrate the broad range of application and implementation. The CD also includes interactive material such as "Are You Ready for ROI"�a self-assessment test. Other material includes templates for data collection, ROI analysis plan, action plan, and a cost summary sheet.

Your essential guide to calculating return on investment. Build and refine your measurement and evaluation skills through ROI Basics, perfect for beginners challenged to implement a comprehensive evaluation process as well as those taking a proactive approach to accountability. Its five-level evaluation framework includes: Level 1: Reaction and Planned Action Level 2: Learning Level 3: Application and Implementation Level 4: Impact Level 5: Return on Investment ROI Basics provides a baseline exploration of ROI for the talent development function and the steps to successful evaluation: evaluation planning, data collection, data analysis, and results optimization. In this second edition, experts Patti and Jack Phillips go deeper into aligning programs to the business, detecting payoff needs, and identifying specific business measures that need to improve. They explore how the process applies beyond training to talent development and suggest how new technologies can influence ROI adoption and implementation in your organization. This updated book offers a review of two essential—and often overlooked—steps in the ROI process: isolating program impact and sustaining momentum.

ROI in Action Casebook offers a collection of ROI case studies that represent the classic use of the proven ROI Methodology. A companion volume to Jack J. Phillips and Patricia Pulliam Phillips?s six books in the Measurement and Evaluation series, this book clearly illustrates the ROI Methodology. The case studies represent a variety of applications in human resources, learning and development, and performance improvement. Each case follows the methodology and describes in detail how it was used to show the value of a particular project or program.

ROI Fundamentals ROI Fundamentals is the first of six books in the Measurement and Evaluation Series from Pfeiffer. The proven ROI Methodology--developed by the ROI Institute--provides a practical system for evaluation planning, data collection, data analysis, and reporting. All six books in the series offer the latest tools, most current research, and practical advice for measuring ROI in a variety of settings. ROI Fundamentals outlines the basic ROI Methodology and shows why measuring return on investment is such a valuable process. The book highlights the benefits of implementing an effective ROI model and also reveals the challenges organizations face when incorporating the ROI Methodology. Using real-world examples from international companies, the authors explore the types of organizations that are best suited for the ROI Methodology and suggest the optimal time to implement it. The book also offers step-by-step information for planning an effective ROI evaluation.

Aims to provide the baseline understanding of return on investment (ROI) to both novice and experienced learning and performance practitioners. This book walks the reader through ROI process from the planning stage, to the selection of appropriate programs, to the collection of data, and finally to the mathematical calculations that determine ROI.

Return on Investment (ROI) Basics provides a baseline exploration of ROI for both novice and experienced WLP practitioners. Additionally, it includes a review of two essential, often overlooked, steps in the ROI process: communicating results and integrating ROI into an organizations learning programs.

GET THE TOOLS AND KNOW-HOW THAT MAKE ROI MORE THAN JUST A NUMBER "Ron does such a great job answering the question that has baffl ed many learning professionals for years: How do we measure and demonstrate the value of training. Applying his methodology of ROI is inspiring in that the exercise helps to translate training activities into improved performance and, ultimately, tangible business outcomes, rather than mere calculation of numbers." —JUDY FENG, Director, Talent Management, Baxter Asia Pacific "Those who have criticized ROI will be pleased with Stone’s ROI Quality Analysis (RQA). HR directors and training managers will benefit from implementing this credible technique, and Stone's 'secret sauce ingredients' allow instructional designers to serve up a five-star training program." —STEPHANIE MOOSHEGIAN, Ph.D., Chair, Saint Louis University's Organizational Studies Program "Loaded with robust and practical methodologies, templates, and proven tools, The Real Value of Training masterfully demystifies ROI. As a seasoned learning and development practitioner, I can now add a valuable ROI approach that when used with both tangible and intangible results tells a powerful story of how signifi cant learning events contribute to positive business outcomes. Great book!" —MERIBETH GERMINO, Master of Arts in Law and Diplomacy, Biopharmaceutical Industry Leadership Development Executive "The uniqueness of this book is that it will benefit any leader who wants to transform the organization through training solutions totally focused on alignment with performance through integrating training with individual development and business goals." —VIDYADHAR S. DABHOLKAR, Head of Human Resource Development, HILTI Manufacturing India Pvt. Ltd. The financial crisis and ensuing recession permanently changed how business is conducted. Executives and other decision makers, pressured to accomplish higher goals with lower budgets, are demanding greater levels of accountability from their people. And when it comes to investing in business processes, they want quantifiable proof that any new initiative will contribute to solving problems, serving customers, and improving the business. The Real Value of Training gives you the tools not only to prove that your program will deliver solutions; it goes one step further, so you can explain exactly how much it will deliver. Presented by training ROI expert Ron Stone, The Real Value of Training offers an 11-step process for qualitatively and quantitatively measuring the value of training. Stone's methodology brings ROI to a new level of scrutiny and credibility by helping you successfully: Collect critical performance data Analyze results and adjust for causal influence and sustained impact Assign a monetary value to business-outcome data Calculate the fully loaded cost of the solution design Calculate the ROI and its level of quality Predict and quantify performance improvement Using Stone's groundbreaking methods, you will create a training program that is powerful but flexible enough to refocus at a moment's notice, so it remains aligned with the organization’s interests, no matter what happens—whether it's another economic meltdown or a shift in business strategy. Take your training ROI to a new level of credibility! With The Real Value of Training, you have everything you need to verify that your training solution is directly aligned with business strategy and to determine and communicate its ultimate value to the organization.

How do you accurately and effectively measure return on investment (ROI) in training and performance improvement? Measuring ROI in Learning & Development, a new volume with a focus on the international arena and including a selection of case studies, provides detailed information on how to create, develop, and sustain a comprehensive ROI evaluation system. A focus on accountability in measuring ROI in learning and performance improvement programs has produced a book filled with functional, pragmatic suggestions and examples that can be implemented in the real world. Measuring ROI in Learning & Development provides everyone who has a personal or professional interest in developing effective metrics with a solid foundation on which to build practical ROI measuring programs. Specific topics covered include: examination of selected case studies, many of which employ the ROI Methodology definition and discussion of the ROI Methodology, and suggestions on how to best implement it exploration of best practices in measurement and evaluation of ROI discussion of various ROI data collection plans coverage of data analysis strategies and program assessment protocols analysis of program costs. Measuring ROI in Learning and Development provides comprehensive coverage of all aspects of developing, creating, implementing, maintaining, and assessing an effective, productive ROI-measurement program. With its explanation of the ROI Methodology; presentation of numerous case studies; extensive documentation and analysis of best practices; and consideration of such important issues as cost, data collection, and program assessment, this title is the most complete resource available for those involved with measuring ROI.

From IT to HR, from boardroom to shop floor, increased accountability for achieving high-value results for new initiatives is increasing in every organization and department. Now the world’s leading experts on ROI distill their years of experience and research into proven step-by-step tools for determining the value of any project before, during, and after implementation. Jack and Patti Phillips even show how to measure and place value on intangible qualities like leadership, creativity, customer loyalty, employee engagement, and more. Show Me the Money provides a comprehensive system that enables business leaders, analysts, and consultants to make the case for their projects and get buy-in at the beginning, refine them during development, and communicate the ultimate results to all stakeholders once the projects are completed. Easy to read and fortified with case studies, checklists, tips, and tools, Show Me the Money clarifies and resolves the mystery surrounding the allocation of monetary values.