Jack J. Phillips

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 downloadable resources contain 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 downloadable resources also include 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.

In America, organizations spend $175 billion in training initiatives and more than $500 billion in human resource solutions every year yet often have little to show for it. One reason is that people ''''jump to solutions'''' before they identify the causes of the problem. Performance consultants are effective because they partner with clients to clarify business goals and determine root causes for gaps between desired and current results. Only then are specific solutions agreed upon and implemented. This third edition of the classic book that introduced performance consulting adds a wealth of new material. There are new case examples throughout and four new chapters providing detailed steps for measuring results from performance consulting initiatives on five different levels, including ROI. The book includes a never - before - published Alignment and Measurement Model, allowing you to connect organizational needs and performance consulting initiatives designed to address those needs with the appropriate level of measurement. This remains a profoundly practical book, featuring tools, models, and checklists. It will enable you to make a difference in your organization that is valued, measurable, and sustainable.

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 downloadable resources contain 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 downloadable resources also include 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.

Return on Investment (ROI) remains one of the most challenging and intriguing issues facing human resource development and performance improvement professionals. Drawing on their expertise in developing and implementing ROI programs in human performance and training, Jack J. Phillips, Ph.D., Timothy W. Bothell and G. Lynn Snead demonstrate how you can effectively apply ROI to project management. Today, almost every industry requires employees to manage multiple projects with competing priorities, critical deadlines, and unexpected interruptions—rendering everyone a project manager in some respect. Most employees feel the pressure of juggling any number of key projects simultaneously. Organizations have responded by investing large amounts of both time and money to improve project management, and most strive to justify the efforts and resources dedicated to improving this goal. 'The Project Management Scorecard' is a welcome relief for anyone managing a project or multiple projects, as well as the trainers, human resource development staff, or supervisors charged with measuring, evaluating, and managing project managers. Project Management is one of the hottest topics in business management today, affecting nearly every individual in any organization across the globe. Let three HRD experts show you how to apply the hugely popular ROI process to the key organizational issue of successful project management including: * Project management issues and challenges * Measuring reaction and satisfaction * How to calculate and interpret ROI * Capturing business impact data * Measuring skill and knowledge changes during the project * Monitoring the true costs of the project solution * Converting business measure to monetary values * Forecasting ROI The authors' step-by-step approach allows you to begin the ROI process immediately. Start measuring the success of your project management results today.

The third edition of this bestselling book guides you through a proven, results-based approach to calculating the return on investment in training and performance improvement programs. The ROI Methodology described in the book has evolved into the most used evaluation system in the world.Patricia Pulliam Phillips, Jack J. Phillips, and Klaas Toes present the ROI Methodology, a user-friendly approach to showing and proving the value of programs, projects, and initiatives. Based on over 40 years of development and refinement, it is a process that meets the demands currently facing training and performance improvement functions. This third edition includes chapters thoroughly detailing the application of the ROI Methodology and new and innovative developments. The book provides examples, case studies and worksheets, and solutions to implementation issues. A case study spans the book and takes the reader through each part of the ROI Methodology. Readers can work through the case, step-by-step, exploring the issues uncovered in the chapter and learn how to apply the process in their own organizations. This book continues to be a primary reference for learning how to utilize ROI to show the contribution of training, education, learning systems, performance improvement, human resources, and change initiatives throughout organizations.Proven to work as a guide for practitioners, managers, and leaders, the book is also ideal for students of learning and development and performance improvement at graduate and postgraduate levels and individuals involved in executive and professional development programs. A complimentary 500-page book with 25 detailed case studies is available to book purchasers. See the offer on page 384 at the back of the book.

The third edition of this bestselling book guides you through a proven, results-based approach to calculating the return on investment in training and performance improvement programs. The ROI Methodology described in the book has evolved into the most used evaluation system in the world.Patricia Pulliam Phillips, Jack J. Phillips, and Klaas Toes present the ROI Methodology, a user-friendly approach to showing and proving the value of programs, projects, and initiatives. Based on over 40 years of development and refinement, it is a process that meets the demands currently facing training and performance improvement functions. This third edition includes chapters thoroughly detailing the application of the ROI Methodology and new and innovative developments. The book provides examples, case studies and worksheets, and solutions to implementation issues. A case study spans the book and takes the reader through each part of the ROI Methodology. Readers can work through the case, step-by-step, exploring the issues uncovered in the chapter and learn how to apply the process in their own organizations. This book continues to be a primary reference for learning how to utilize ROI to show the contribution of training, education, learning systems, performance improvement, human resources, and change initiatives throughout organizations.Proven to work as a guide for practitioners, managers, and leaders, the book is also ideal for students of learning and development and performance improvement at graduate and postgraduate levels and individuals involved in executive and professional development programs. A complimentary 500-page book with 25 detailed case studies is available to book purchasers. See the offer on page 384 at the back of the book.

Written by two of the world's most well-known ROI (Return on Investment) gurus, this guide is indispensable for anyone involved in showing the value of money for projects and programs in governments, non-governmental organizations, nonprofits, and businesses. These range from human capital programs to marketing initiatives, technology implementations, systems integrations, quality and lean processes, public health initiatives, procurement procedures, public relations events, risk management policies, economic development programs, corporate social responsibility projects, public policy programs, branding activities, innovation programs, customer satisfaction projects, and everything in between. In a step-by-step process, the book shows how to measure the success of projects and programs, including measuring impact and ROI (Return on Investment). This book also shows how to forecast the value of the project in advance and how to collect data during and after project implementation. It addresses improvements throughout the process so that the project delivers optimum value. In addition to businesses, this book is appropriate for governments, NGOs, nonprofits, universities and healthcare organizations. As a reference for those who are seeking ways to assign value to what they have measured, the book will clarify and resolve much of the mystery surrounding the conversion of data to monetary values. Building on a tremendous amount of experience, application, practice, and research, the book will be based on the work of many individuals and organizations, particularly those who have been reaching the ultimate levels of accountability using the ROI Methodology. Developed in an easy-to-read format and fortified with examples, tips, and checklists, this will be an indispensable guide for those who seek to understand accountability issues.

Innovation is the life blood of practically every organization. Innovation drives growth, development, and prosperity for many organizations and geographical areas. Sometimes, innovation thrives within a certain geographical location or in certain organizations that are known for their innovative approaches. This outstanding new volume will demonstrate how to measure the success of innovation in all types of organizations. In the last decade, there have been tremendous investments in creativity and innovations sponsored by companies, cities, states, countries, universities, NGO’s, and even non-profits. With the magnitude of emphasis on creativity and innovation, the sponsors and key stakeholders will demand to know the value of these programs. The Value of Innovation: Measuring the Impact and ROI in Creativity and Innovation Programs will show step-by-step how to measure the impact and the ROI of innovation and creativity programs. The process collects six types of data: reaction, learning, application, impact, ROI, and intangibles. Data are collected analyzed and reported using a systematic, logic model. Conservative standards create results that are both CEO and CFO friendly. This proven process has been used now in 5000 organizations and this new book adapts the method directly to this critical area of innovation, showing examples and case studies.

In the face of rapid changes and challenges to the business environment, learning and talent are key to the success of businesses. This is an area in which the Chief Learning Officer (the CLO) is vital and has evolved into a Chief Talent Officer role in organizations. The Chief Talent Officer is now responsible for working to drive value, focusing on issues such as talent, organization design and development, culture, business alignment, managing resources, innovation, technology, utilization, customer service, and ROI. Chief Talent Officer discusses the critical, value-adding role of the next generation CLO, and the strategies that can be used to fulfill this role. With a wealth of perspectives from some of the world’s best talent executives, this book illuminates the role from the CLO’s perspective.This revised and refreshed edition of the text includes the latest illustrative examples, explanations, and data. The reader is shown the role of the CLO from diverse, multinational points of view, and taken through the varying aspects of business strategy in a range of international environments.This book is a vital tool for managers and students, providing techniques and methods for the training, talent, and HR communities alike. It will help its readers to demonstrate and understand the potential value that can be added to any organization when it is managed and organized well, and equipped with appropriate leadership.

This is the first book focusing on the ROI for technology investments written by a technology executive for technology decision makers with the support and guidance of the foremost authority in the discipline of Return on Investment. This book leverages the talents of both authors to provide a framework and methodology that can ensure greater success in mobilizing technology initiatives. There is no other book on the market that specifically addresses the critical need to prove ROI on resource intensive technology projects with a time-tested and industry leading methodology. To date, most ROI books have focused in the areas of human performance, training, marketing, and other human capital related disciplines. With increased scrutiny of technology spending by the most complex organizations in the world, technology leaders need a 'tool kit' to help them prepare for hard-hitting discussions with their organization's CFO, president, CEO, or chairman about the return they should expect from critical technology projects. Rather than focusing top managers' attention on cutting, challenging, and controlling expenditures (as many C-level accountants prefer to do), this approach guides technology managers in providing executives with more comprehensive, balanced information that helps all involved make better business decisions. Along the way, it helps technology managers communicate more effectively with the financial decision makers in their organizations. The book also shows executives how partnering with IT leaders can help top management understand the return these technology projects can provide to the organization in increased human efficiency, automation of manual processes, unified organizational data, and other high-return results from complex and critical technology initiatives. At the same time, executives and IT professionals need to have their projects measured with a balanced perspective. While the ROI itself is very important, it's also important to capture intangibles related to the project, as well as information about application and implementation of the project. Even earlier in the cycle, it's important to capture reaction to the technology and the extent to which individuals have learned the technology. Together, these data sets represent a balanced profile of success, with ROI at the pinnacle.

In the face of rapid changes and challenges to the business environment, learning and talent are key to the success of businesses. This is an area in which the Chief Learning Officer (the CLO) is vital and has evolved into a Chief Talent Officer role in organizations. The Chief Talent Officer is now responsible for working to drive value, focusing on issues such as talent, organization design and development, culture, business alignment, managing resources, innovation, technology, utilization, customer service, and ROI. Chief Talent Officer discusses the critical, value-adding role of the next generation CLO, and the strategies that can be used to fulfill this role. With a wealth of perspectives from some of the world’s best talent executives, this book illuminates the role from the CLO’s perspective.This revised and refreshed edition of the text includes the latest illustrative examples, explanations, and data. The reader is shown the role of the CLO from diverse, multinational points of view, and taken through the varying aspects of business strategy in a range of international environments.This book is a vital tool for managers and students, providing techniques and methods for the training, talent, and HR communities alike. It will help its readers to demonstrate and understand the potential value that can be added to any organization when it is managed and organized well, and equipped with appropriate leadership.

Strong leaders are essential to business success, which makes leadership development a business imperative in today’s competitive environment. Leaders are needed that can do more than manage - leaders are needed that can make a business great. In addition, there is increasing pressure on organizations to demonstrate the wise investment of development dollars. This requires the effective use of leadership development methods, as well as the ability to demonstrate the success of those methods. The Leadership Scorecard combines an explanation and discussion on best practice leadership development methods and incorporates ROI measurement & evaluation methodology.

Today’s economic climate means that anyone involved in training and development must be able to measure its effect on business performance. With a focus on costs, benefits, and return on investment, this book provides a comprehensive reference for those who are learning about or implementing an evaluation system.This new edition is fully revised and updated to reflect current developments, with step-by-step guidance on a range of vital topics, including: Developing a results-based approach to HRD Evaluation design Data collection and measuring success Calculating program costs and ROI Increasing management support for HRD programs. With end-of-chapter discussion questions and an accompanying online Instructor Guide, this fourth edition provides sound theory and practical solutions.The Handbook of Training Evaluation and Measurement Methods is a complete and detailed reference guide suitable for HRD professionals and students in advanced courses in HRD, training evaluation, and program evaluation.

Today’s economic climate means that anyone involved in training and development must be able to measure its effect on business performance. With a focus on costs, benefits, and return on investment, this book provides a comprehensive reference for those who are learning about or implementing an evaluation system.This new edition is fully revised and updated to reflect current developments, with step-by-step guidance on a range of vital topics, including: Developing a results-based approach to HRD Evaluation design Data collection and measuring success Calculating program costs and ROI Increasing management support for HRD programs. With end-of-chapter discussion questions and an accompanying online Instructor Guide, this fourth edition provides sound theory and practical solutions.The Handbook of Training Evaluation and Measurement Methods is a complete and detailed reference guide suitable for HRD professionals and students in advanced courses in HRD, training evaluation, and program evaluation.

From selection and assessment, to training and development, and reward management, all HR functions have an impact on an organization. Ever-present budgetary pressures mean that there is perpetual competition for resources, so HR departments must be able to account for and justify their contribution to the bottom line.This practical text presents a results-based approach to HR accountability, which explains how to: Uncover and monitor the costs of HR programs Develop programs emphasizing accountability Collect data for evaluation Measure the contribution of human resources Calculate HR’s return on investmentThis new edition is fully revised and updated to reflect developments in the field, such as the rise of talent management and the increased role of technology in HR measurement, and is supported with international examples throughout. New chapters have been added to address business alignment, HR scorecards, analytics maturity, and international applications of the methodology. Case studies, tool templates and lecture slides are provided as online supplements for HR practitioners and students.Accountability in Human Resource Management 2nd Edition is a complete and detailed guide suitable for HR professionals and students on advanced human resource management courses.

From selection and assessment, to training and development, and reward management, all HR functions have an impact on an organization. Ever-present budgetary pressures mean that there is perpetual competition for resources, so HR departments must be able to account for and justify their contribution to the bottom line.This practical text presents a results-based approach to HR accountability, which explains how to: Uncover and monitor the costs of HR programs Develop programs emphasizing accountability Collect data for evaluation Measure the contribution of human resources Calculate HR’s return on investmentThis new edition is fully revised and updated to reflect developments in the field, such as the rise of talent management and the increased role of technology in HR measurement, and is supported with international examples throughout. New chapters have been added to address business alignment, HR scorecards, analytics maturity, and international applications of the methodology. Case studies, tool templates and lecture slides are provided as online supplements for HR practitioners and students.Accountability in Human Resource Management 2nd Edition is a complete and detailed guide suitable for HR professionals and students on advanced human resource management courses.

The Phillips ROI Methodology™ utilizes five levels of evaluation, which are essential in determining the return on investment. At Level 1 - Reaction and Planned Action, attendee and stakeholder satisfaction from the meeting can be measured. Almost all organizations evaluate at Level 1, usually with a generic, end-of-meeting questionnaire. While this level of evaluation is important as a “stakeholder” satisfaction measure, a favorable reaction does not ensure that attendees have acquired new skills, knowledge, opinions or attitudes from the meeting. At Level 2 - Learning, measurements focus on what participants learned during the meeting using tests, skill practices, role-plays, simulations, group evaluations, and other assessment tools. A learning check is helpful to ensure that attendees have absorbed the meeting material or messages and know how to use or apply it properly. It is also important at this level to determine the quantity and quality of new professional contacts acquired and whether existing professional contacts were strengthened due to the meeting. However, a positive measure at this level is no guarantee that what was learned or whether the professional contacts acquired will be used on the job. At Level 3 - Job Applications, a variety of follow-up methods can be used to determine if attendees applied on the job what they learned or acquired at the meeting. The frequency and use of skills are important measures at Level 3. While Level 3 evaluations are important to gauge the success of the meeting, it still does not guarantee that there will be a positive business impact in the organization or for the attendee. At Level 4 - Business Results, the measurement focuses on the actual business results achieved by meeting participants as they successfully apply the meeting material or messages. Typical Level 4 measures include output, sales, quality, costs, time and customer satisfaction. Although the meeting may produce a measurable business impact, there is still a concern that the meeting may cost too much. At Level 5 - Return on Investment, this ultimate level of measurement compares the monetary benefits from the meeting with the fully-loaded meeting costs as expressed in the ROI formula. All levels of evaluation must be conducted in order to determine the ROI of a meeting or event. The data collected should show a chain of impact occurring through the levels as the skills and knowledge learned (Level 2) are applied on the job (Level 3) to produce business results (Level 4).

Overcome the real-world challenges of evaluating your training programs.Renowned ROI experts jack and Patti Phillips tackle the obstacles and daily challenges that practitioners face when trying to evaluate their training programs. Measurement and evaluation are key to establishing success and demonstrating the value-add of your programs—but so often, L&D professionals launch into this journey with no clear destination in mind, much less guideposts to show them the way. This book leads you to the ultimate destination of real world evaluation, the intersection of learning and evaluation where the two are so intertwined that the activity of evaluation is seamless.Describe program success in quantitative, qualitative, financial, and nonfinancial terms.Present a complete set of data to show the overall success of a program.Learn to balance the art and science of real world evaluation.

Provide organized, efficient, relevant consulting with lasting value Maximizing the Value of Consulting is an indispensable, practical guide for managing, measuring, and delivering the results that make internal and external consulting a lasting value to clients and the company. Sponsored by the ROI Institute and the Association of Internal Management Consultants, this book provides a roadmap to relevance for consultants operating in the increasingly fast-paced, changing, dynamic environment. Readers will learn how to use resources properly and manage the investment efficiently, while truly connecting to the business, securing appropriate levels of commitment, and providing adequate levels of support. Detailed coverage includes guidance toward calculating the value of consulting in terms that executives understand, including business impact and ROI, and using the appropriate tools to show how things are working throughout the process. Whether organizations are using internal or external consultants, or both, consultants can provide better value to the company. Consultants are needed to provide advice, support, and insight into the processes undertaken to improve the business, and integrate the input of different functional units into a more streamlined strategy. This book is designed to help consultants provide the utmost value to clients by maximizing organization, efficiency, and ultimately, ROI. Manage for value with better organization and cost controlSet objectives at multiple levels to deliver useful resultsMeasure implementation, impact, ROI, and intangiblesUse final results to drive appropriate actions, creating lasting value The skyrocketing need for internal and external consultants will continue, in almost every functional area ranging from HR and technology, to auditing and risk management. Maximizing the Value of Consulting provides a manual for relevant, value-driven consulting, with world-renowned expert insight.