Synopses & Reviews
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
Synopsis
Patti Phillips, PhD., president and CEO of the ROI Institute, Inc., earned her doctoral degree in International Development and her master's degree in Public and Private Management. Early in her professional career, she was a corporate manager who observed performance improvement initiatives from the client perspective and knew that results were imperative. As manager of a market planning and research organization for a large electric utility, she and her team were responsible for the development of electric utility rate programs for residential and commercial customers. In this role, she played an integral part in establishing Marketing University, a learning environment that supported the needs of new sales and marketing representatives. Internationally known as an accountability, measurement, and evaluation expert, Ms. Phillips facilitates workshops all over the world and consults with US and international organizations - public, private, non-profit, and educational - on implementing the ROI MethodologyT. She is the
Synopsis
Having a credible process does not guarantee that an organization will implement the ROI process effectively throughout the various functions and divisions. 'The ROI Fieldbook' will help organizations implement ROI, by providing techniques, tools, strateg
Table of Contents
Introduction: setting the stage: The challenge; How to use this book; Readiness for ROI: Readiness issues; Status of accountability; Drivers; Symptoms; Using the ROI process; Organizing for ROI: Key responsibilities for all team members and specialists; Task force approach; The independence issue; The independent staff; The limited staff approach; The no-staff approach; Staff preparation and development: Staff development issues; Certification outline/objectives; 2-day workshop outline/objectives; 1-day workshop outline/objectives; ROI briefing; ROI overview; Reading and discussion program; Getting Started: setting goals and targets: How to initiate the ROI process; Setting targets; Selecting programs for ROI; Adjusting the process; Policy and procedures: Policy and procedure issues; Topics addressed; Policy statements; Example; Tools and templates:; Planning the ROI process; Data collection for ROI; Isolating the effects of specific programs; Converting data to monetary values; Calculating the ROI; Doing it faster: just-in-time implementation: Implementation guidelines; Implementation shortcuts; Risk analysis and contingency planning; Communication: Impact studies; Progress reporting; Overall -- scorecard; Importance of communication; Staying on track: Key issues; Using a project plan; Gauging reaction; Taking the results-based test again; The annual audit; Use self reviews; Using an outside review; Resources: Books; Articles; Case studies; Research reports; Web sites; Software; Professional development: The ROI network; Create your own network; Reading list; Developing case studies; Publishing case studies; Publishing articles; Making professional presentations; Serving on an expert panel.