Book 3

This book tackles the third major challenge and the second most difficult step in the ROI methodology: converting data to monetary values. When a particular project or program is connected to a business measure, the next logical question is: what is the monetary value of that impact? For ROI analysis, it is at this critical point where the monetary benefits are developed to compare to the costs of the program to calculate the ROI. Includes: the importance of converting data to monetary value; preliminary issues; standard values: the standard values: where to find them; using internal experts, using external databases; linking with other measures; using estimates; when to abandon conversion efforts and leave data as intangible, analyzing the intangibles; and reporting the intangibles.

Book 180

Communication and Implementation Communication and Implementation is the sixth 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. Communication and Implementation explores two important topics that are vital to the ROI Methodology--reporting results and sustaining the process. The authors show how to report results that will ensure that the audience has the information needed so that the improvement processes will be implemented successfully. The book explores the range of reporting methods, including face-to-face meetings, brief reports, one-page summaries, routine communication, mass-audience techniques, and electronic communications. The authors offer suggestions for determining the best methods to employ.
In addition, Communication and Implementation contains information on how to keep the ROI process going for the long haul and how to make it a valued process for any organization.

Isolation of Results

by Jack J Phillips and Bruce C. Aaron

Published 1 February 2008
Isolation of Results Isolation of Results is the third 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. To bring credibility to a project it is vital to isolate the effects of a program on business data. Isolation of Results focuses on this critical topic, arguably the most valuable part of the ROI Methodology. The authors acknowledge that other factors can influence results, and this important resource shows a variety of ways in which the effects of the program can be isolated from other influences. The techniques presented include the most reliable and rigorous approaches and also contain the more subjective methods. Isolation of Results offers a comprehensive review of the topic and contains information about using control group arrangements, trend line analysis, forecasting, expert estimation, and adjustments.
The book also addresses issues of credibility of the method.

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.

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.

Costs and ROI Costs and ROI is the fifth 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. All costs must be captured for an accurate cost profile. Costs and ROI focuses on developing program costs and the ROI and explains this vital element in the ROI Methodology. The authors show how to capture all costs in order to bring credibility to the analysis. The book outlines the actual ROI calculation and explains the many assumptions and issues that must be considered when calculating the ROI. Costs and ROI presents three effective calculations: the benefit-cost ratio, the ROI percentage, and the payback period. Costs and ROI includes all the challenges and concerns regarding the use of ROI.

The six-book Measurement and Evaluation Series offers comprehensive, detailed, and best-in-field guidance to measuring the learning function in organizations from the leading authorities in the field, Jack and Patti Phillips. These six books provide proven tools, templates, and step-by-step guidance to plan, collect, measure, calculate, communicate, and evaluate ROI for the learning function -- an increasingly key strategic process