The Phillips ROI Methodology(TM) 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, themeasurement 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).
* Introduces and demonstrates Jack J. Phillips's well-established ROI measurement methodology
* Addresses the growing demands from stakeholders to prove the value of meetings through data
* Endorsed by MPI (Meeting Professionals International)

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, unifiedorganizational 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.
* Globally renowned ROI institute methodology applied to technology
* Unique author combination of a technology executive for technology decision makers and the foremost authority on ROI
* Source of basic research techniques, applications, experiences and resources available to expose the value of key technology initiatives

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.

The second edition of this bestselling book, 'Return on Investment in Training and Performance Improvement Programs, ' guides you through a proven, results-based approach to calculating the Return on Investment in training and performance improvement programs.

Jack Phillips has composed user-friendly ROI calculations, plus:
*ten post-program data collection methods
*ten strategies for determining the amount of improvement that is directly linked to training programs
*ten techniques for converting both hard and soft data to monetary values
'Return on Investment in Training and Performance Improvement Programs, Second Edition' continues as a primary reference for learning how to utilize ROI to show the contribution of training, education, learning systems, performance improvement, and change initiatives throughout organizations.
The book also details implementation issues, provides worksheets, and pinpoints non-monetary program benefits. A case study takes the reader through the ROI process step-by-step.
* Applies the well-known ROI method to training programs
* Provides you with the tools to identify the key indicators for measurement and how to measure them effectively
* Summarizes in simple language everything practitioners need to do to sell, defend, or expand training initiatives to senior management

Meet the demands of a competitive worldwide competitive economy. Discover the relevance of these 16 global HRD trends to your organization: * Strategy and training * Needs assessment and analysis * Performance improvement * Corporate universities * Training and delivery * Shared responsibilities * Systematic evaluation * Measuring the return on investment (ROI) * Training costs * Profit centers * Budgeting * Learning objectives * Management partnerships * Technology * Global training programs * Outsourcing Jack Phillips noticed something while consulting for organizations all over the world. He discovered that training and development departments - even though they are in different countries - experience many of the same issues and challenges. He recognized and then researched, sixteen critical global HRD trends. These sixteen noteworthy trends were formulated by surveying thirty-five organizations in various industrialized countries, as well as actually working with training and development departments across the globe. This firsthand global HRD experience verified and brought to life the trends. As a result of the author's investigation, 'HRD Trends Worldwide' outlines each HRD trend and helps you thoroughly understand them all and, more importantly, put them to good use. This text presents the survey results and explains each trend through examples and evidence. To help you work with the trends, the text provides an examination of each trend's potential impact on your training and performance improvement functions. Every HRD and training and development professional interested in meeting the demands of a competitive worldwide economy should make reading this book a priority.

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.

The Phillips ROI Methodology (TM) 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).

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.

'The Human Resources Scorecard: measuring the return on investment' is the first book to provide a comprehensive, step-by-step process for m easuring return on investment in human resources programs. Based on th e classic ROI definition of earnings divided by investment, the ROI Pr ocess developed 20 years ago by co-author Jack J Phillips aids manager s in determining and improving the bottom-line impact that human resou rce programs have on an organization. The ROI Process provides six add itional measures in the form of a scorecard to track and monitor the t otal impact of the human resource programs.

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.

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.

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.
* The first book to provide the basic steps to implementing the ROI process for HR professionals
* Templates and tools allow you to apply ROI to your organization
* Strategies and tools result from the authors' work in over 1,000 organizations implementing the ROI process

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 theproject 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.
Three HRD experts show how to apply the hugely popular ROI process to the key organizational issue of successful project management.
Project Management is one of the hottest topics in business management today, affecting nearly every individual in any organization across the globe.

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 investment This 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 investment This 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.

During the past decade, employee turnover has become a very serious problem for organizations. Managing retention and keeping the turnover rate below target and industry norms is one of the most challenging issues facing business. All indications point toward the issue compounding in the future and, even as economic times change, turnover will continue to be an important issue for most job groups. Yet despite these facts employee turnover continues to be the most unappreciated and undervalued issue facing business leaders.
There are a variety of reasons for this, for example, the true cost of employee turnover is often underestimated. The causes of turnover are not adequately identified, and solutions are often not matched with the causes, so they fail. Preventive measures are either not in place or do not target the issues properly, and therefore have little or no effect, and a method for measuring progress and identifying a monetary value (ROI) on retention does not exist in most organizations.
'Managing Employee Retention' is a practical guide for managers to retain their talented employees. It shows how to manage and monitor turnover and how to develop the ROI of keeping your talent using innovative retention programs. The book presents a logical process of managing retention, from identifying turnover costs and causes, designing solutions that match the causes of turnover, developing tools for tracking turnover and placing alerts when action is needed, and measuring the ROI of retention programs.
* Shows how to accurately cost turnover, providing examples and actual data from hundreds of organizations
* Presents effective ways to identiry the causes of turnover sothe problems can be quickly rectified
* Shows how to measure the monetary return on investment of retention programs

Evaluate leadership development programs all the way to impact and ROI. Globally, a record amount is being invested in leadership development, more than at any other time in history. And that translates into additional accountability for anyone spearheading a new program. Measuring the Success of Leadership Development offers a proven methodology that will help you step up to the challenge. You’ll learn how to begin the leadership development process with the end in mind and show return on investment to key stakeholders. Renowned ROI experts Jack and Patti Phillips have joined knowledge organization expert Rebecca Ray to support you every step of the way. This essential guide outlines each step of the proven ROI Methodology and explains how to apply it to driving leadership development program performance and evaluating results. Case studies show the methodology in action across seven successful leadership development programs. If you’re leading the charge, it’s crucial that you create and track metrics for your program’s success. In this book you will learn: how to begin the leadership development process with the end in mind what data to collect to show return on investment to key stakeholders best practices in measurement and evaluation strategies.

Measuring the return on investment (ROI) of human resources programs (HR) is critical for success in today's business world and is an absolute requirement for HR professionals who are part of the senior executive team. Responding to the current accountability demands that continue to challenge human resource professionals, this updated edition illustrates the use of ROI methodology as a communication tool that strengthens the relationship with senior management as well as a process-improvement tool that enhances and improves HR's contributions to the bottom line. With this guide, human resource managers will prove their value to their companies by learning how to measure ROI in a variety of programs, policies, practices, and solutions; develop the ROI of HR with basic, step-by-step instructions; and collect, analyze, and report data with sophistication.

Der kaum nachprufbare Erfolg von Trainingsmassnahmen stellt im Personalbereich einen erheblichen Unsicherheitsfaktor dar. Das Buch beschreibt detailliert den ROI-Process(TM) anhand von funf Evaluationsstufen: 1. Wie beurteilen die Teilnehmer die Fortbildung? 2. Was haben die Teilnehmer gelernt? 3. Ist die Umsetzung am Arbeitsplatz moeglich? 4. Welche Effekte hat dies im Unternehmen, welche Geschaftsergebnisse werden erzielt? 5. Welcher Return on Investment (ROI) ergibt sich daraus? Der praxisbewahrte ROI-Process(TM) nach Jack J. Phillips, von namhaften Unternehmen weltweit eingesetzt, ermoeglicht jetzt auch Managern im deutschsprachigen Raum, kosteneffektiv und ergebnisorientiert in ihre Personalentwicklung zu investieren. Die zweite Auflage enthalt praktische Checklisten, eine Lernerfolgsanalyse und neue Tools zum Best-Practise-Prozess fur die Personalentwicklung sowie eine detaillierte ROI-Fallstudie.

In today's economic climate, there is a tremendous focus on ensuring that the human resource (HR) function is connected to the business. Measuring ROI in Employee Relations and Compliance presents six, real-world case studies that describe how this is being accomplished by following in a step-by-step, proven approach. It provides insight into the different issues, challenges, and opportunities HR faces as it tries to show value for its employee relations and compliance programs. The book demonstrates the benefits of developing six types of data including ROI, as they are used to drive improvements and changes. An ROI analysis will help HR professionals secure management support and involvement and increase executive commitment and program funding. It also helps change the perception of HR from a must-have to a need-to-have that drives business results.