Jack J. Phillips's Books

Return on Investment in Training and Performance Improvement Programs

By: Patricia Pulliam Phillips,Jack J. Phillips,Klaas Toes

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Return on Investment in Training and Performance Improvement Programs

By: Patricia Pulliam Phillips,Jack J. Phillips,Klaas Toes

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.

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Page Count

438

Publisher

Taylor & Francis

Published Date

ISBN 10

104002307X

ISBN 13

9781040023075

ROI at Work

By: Jack J. Phillips

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ROI at Work

By: Jack J. Phillips

Interest in measuring the return-on-investment (ROI) of performance improvement interventions has grown exponentially since the 1994 publication of ASTD's In Action: Measuring Return on Investment, Volume 1. The success of that book prompted the release of two more ROI in Action volumes in 1997 and 2001, which greatly contributed to a growing body of knowledge on the subject. ROI at Work builds on the foundation of those well-received volumes and introduces even more examples of ROI application in the government sector as well as a variety of industries, including the telecommunications, financial services, technology, and automotive industries. Training, human resources development (HRD), human resources, and performance improvement professionals will learn valuable lessons from these detailed real-world case studies as they work to contribute to the strategic goals of their organizations. College instructors and students also will find value in this book as a supplement to standard HRD textbooks. Researchers and consultants will find that this book provides solid evidence of the validity of ROI measurement and evaluation practices.

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188

Publisher

Association for Talent Development

Published Date

ISBN 10

1607284782

ISBN 13

9781607284789

Investing in Your Company's Human Capital

Strategies to Avoid Spending Too Little--or Too Much

By: Jack J. Phillips

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Investing in Your Company's Human Capital

Strategies to Avoid Spending Too Little--or Too Much

By: Jack J. Phillips

A thorough explanation of human investment options from which an executive can make a better decision. -- Jac Fitz-enz, from the Foreword

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312

Publisher

Amacom Books

Published Date

ISBN 10

0814428940

ISBN 13

9780814428948

Value for Money

How to Show the Value for Money for All Types of Projects and Programs in Governments, Non-Governmental Organizations, Nonprofits, and Businesses

By: Patricia Pulliam Phillips,Jack J. Phillips,Gina Paone,Cyndi Huff Gaudet

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Value for Money

How to Show the Value for Money for All Types of Projects and Programs in Governments, Non-Governmental Organizations, Nonprofits, and Businesses

By: Patricia Pulliam Phillips,Jack J. Phillips,Gina Paone,Cyndi Huff Gaudet

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.

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445

Publisher

John Wiley & Sons

Published Date

ISBN 10

1119322715

ISBN 13

9781119322719

Chief Talent Officer

The Evolving Role of the Chief Learning Officer

By: Jack Phillips,Patricia Phillips,Tamar Elkeles

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Chief Talent Officer

The Evolving Role of the Chief Learning Officer

By: Jack Phillips,Patricia Phillips,Tamar Elkeles

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.

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322

Publisher

Taylor & Francis

Published Date

ISBN 10

1317749359

ISBN 13

9781317749356

The ROI Fieldbook

By: Patricia Phillips,Jack J. Phillips,Ron Stone,Holly Burkett

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The ROI Fieldbook

By: Patricia Phillips,Jack J. Phillips,Ron Stone,Holly Burkett

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.

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416

Publisher

Routledge

Published Date

ISBN 10

1136356088

ISBN 13

9781136356087

The Value of Innovation

Knowing, Proving, and Showing the Value of Innovation and Creativity

By: Jack J. Phillips,Patricia Pulliam Phillips

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The Value of Innovation

Knowing, Proving, and Showing the Value of Innovation and Creativity

By: Jack J. Phillips,Patricia Pulliam Phillips

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.

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Page Count

330

Publisher

John Wiley & Sons

Published Date

ISBN 10

1119242428

ISBN 13

9781119242420

Survey Basics

By: Patricia Pulliam Phillips,Jack J. Phillips,Bruce Aaron

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Survey Basics

By: Patricia Pulliam Phillips,Jack J. Phillips,Bruce Aaron

Learning and development professionals have embraced the concept of measurement, evaluation, and ROI. They know the importance of collecting valid, reliable data—but many want to build greater skills in asking the right measurement questions the right way. Experts in their field, Jack and Patricia Phillips have written a new book on measurement with Bruce Aaron, Survey Basics: A Guide to Developing Surveys and Questionnaires. A must read if you need to develop effective, valid, and reliable surveys. Designed to be a quick, concise crash course on survey development: Design the instrument so that people find it easy to respond to Ensure positive response rates Watch for types of errors that can creep into survey results. This book is a tool to help the L&D professional design and administer surveys and questionnaires. It describes the purpose of surveys and questionnaires, types of error that can creep into survey results, and considerations when developing specific survey questions. In addition, it offers advice to ensure positive response rates and how to design the instrument so that people find it easy to respond. The book includes content on validity and reliability, data analysis, and includes a chapter describing approaches to displaying data and reporting results.

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292

Publisher

Association for Talent Development

Published Date

ISBN 10

1607287838

ISBN 13

9781607287834

Maximizing the Value of Consulting

A Guide for Internal and External Consultants

By: Jack J. Phillips,William D. Trotter,Patricia Pulliam Phillips

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Maximizing the Value of Consulting

A Guide for Internal and External Consultants

By: Jack J. Phillips,William D. Trotter,Patricia Pulliam Phillips

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 control Set objectives at multiple levels to deliver useful results Measure implementation, impact, ROI, and intangibles Use 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.

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549

Publisher

John Wiley & Sons

Published Date

ISBN 10

1118923405

ISBN 13

9781118923405

Return on Investment in Meetings and Events

By: M. Theresa Breining,Jack J. Phillips

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Return on Investment in Meetings and Events

By: M. Theresa Breining,Jack J. Phillips

The Phillips ROI MethodologyTM 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).

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304

Publisher

Routledge

Published Date

ISBN 10

113636840X

ISBN 13

9781136368400

Project Management ROI

A Step-by-Step Guide for Measuring the Impact and ROI for Projects

By: Jack J. Phillips,Wayne Brantley,Patricia Pulliam Phillips

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Project Management ROI

A Step-by-Step Guide for Measuring the Impact and ROI for Projects

By: Jack J. Phillips,Wayne Brantley,Patricia Pulliam Phillips

Business & Economics/Project Management An exclusive portal to the methods and tools the ROI Institute uses to determine return on investment in project management To survive this modern age of financially skeptical "show me the ROI" investors, it is a crucial step for companies to develop an effective project management strategy in order to stay ahead of the curve and achieve success. Project Management ROI takes the guesswork out of determining how to monetarily value projects by teaching the time-tested Return on Investment (ROI) methodology. It presents these results-based concepts in a methodical, reproducible manner that project managers, executives, and analysts can use as a validated reference for future projects. This book focuses on an array of measures to forecast project value and collect data during and after implementation, including reaction, learning, application and implementation, impact, return on investment, and intangibles. Project Management ROI: Is the first book from the renowned ROI Institute to focus on project management ROI Provides both the tools and methodology for measuring the ROI of project management investments Will help project managers discover the value of specific project management solutions to justify project expenditures

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206

Publisher

John Wiley & Sons

Published Date

ISBN 10

1118122607

ISBN 13

9781118122600

The Value of Learning

How Organizations Capture Value and ROI and Translate It into Support, Improvement, and Funds

By: Jack J. Phillips,Patricia Pulliam Phillips

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The Value of Learning

How Organizations Capture Value and ROI and Translate It into Support, Improvement, and Funds

By: Jack J. Phillips,Patricia Pulliam Phillips

The Value of Learning is a hands-on guide for the implementation of learning and development programs that can be applied across all types of programs, ranging from leadership development to basic skills training for new employees. In this book, Patti Phillips and Jack J. Phillips offer a proven approach to measurement and evaluation for learning and development that can be replicated throughout an organization, enable comparisons of results from one program to another, and ultimately improve ROI.

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467

Publisher

John Wiley & Sons

Published Date

ISBN 10

0470228067

ISBN 13

9780470228067

ROI for Technology Projects

Measuring and Delivering Value

By: D. Brian Roulstone,Jack J. Phillips

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ROI for Technology Projects

Measuring and Delivering Value

By: D. Brian Roulstone,Jack J. Phillips

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.-

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366

Publisher

Routledge

Published Date

ISBN 10

0750685883

ISBN 13

9780750685887

Costs and ROI

Evaluating at the Ultimate Level

By: Jack J. Phillips,Lizette Zuniga

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Costs and ROI

Evaluating at the Ultimate Level

By: Jack J. Phillips,Lizette Zuniga

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.

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124

Publisher

John Wiley & Sons

Published Date

ISBN 10

1119254795

ISBN 13

9781119254799

Measuring the Success of Leadership Development

A Step-by-Step Guide for Measuring Impact and Calculating ROI

By: Patricia Pulliam Phillips,Jack J. Phillips,Rebecca Ray

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Measuring the Success of Leadership Development

A Step-by-Step Guide for Measuring Impact and Calculating ROI

By: Patricia Pulliam Phillips,Jack J. Phillips,Rebecca Ray

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.

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265

Publisher

Association for Talent Development

Published Date

ISBN 10

1607282399

ISBN 13

9781607282396

Communication and Implementation

Sustaining the Practice

By: Jack J. Phillips,Wendi Friedman Tush

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Communication and Implementation

Sustaining the Practice

By: Jack J. Phillips,Wendi Friedman Tush

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.

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134

Publisher

John Wiley & Sons

Published Date

ISBN 10

1119254817

ISBN 13

9781119254812

Managing Employee Retention

By: Jack J. Phillips,Adele O. Connell

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Managing Employee Retention

By: Jack J. Phillips,Adele O. Connell

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.

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375

Publisher

Routledge

Published Date

ISBN 10

1136384995

ISBN 13

9781136384998

Measuring for Success

What CEOs Really Think about Learning Investments

By: Jack J. Phillips,Patricia Pulliam Phillips

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Measuring for Success

What CEOs Really Think about Learning Investments

By: Jack J. Phillips,Patricia Pulliam Phillips

Workplace learning professionals are often frustrated when senior executives and other top organizational leaders do not "get" the value of learning and training initiatives. Often, these same professionals are left wondering what measuring stick is most meaningful to their company's purse string holders. Based on interviews, surveys, research, and briefings with senior management and C-Level executives, Measuring for Success reveals what specific learning measurements are important to top level executives and what measures they often find disappointing. Learning and development professionals, including chief learning officers, training directors and other top learning professionals, will gain insight to help them build the best case for world-class training and development practice. Readers get straight answers from the top to help them develop strategies and measure what really matters to those at the top.

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305

Publisher

Association for Talent Development

Published Date

ISBN 10

1607283565

ISBN 13

9781607283560

Measuring ROI in Learning & Development

Case Studies from Global Organizations

By: Patricia Pulliam Phillips,Jack J. Phillips

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Measuring ROI in Learning & Development

Case Studies from Global Organizations

By: Patricia Pulliam Phillips,Jack J. Phillips

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.

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355

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Association for Talent Development

Published Date

ISBN 10

1607287854

ISBN 13

9781607287858

Show the Value of What You Do

Measuring and Achieving Success in Any Endeavor

By: Patricia Pulliam Phillips,Jack J. Phillips

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Show the Value of What You Do

Measuring and Achieving Success in Any Endeavor

By: Patricia Pulliam Phillips,Jack J. Phillips

By the winners of the Association for Talent Development's 2022 Thought Leader award! Prove your effectiveness to anyone-and achieve professional success-by adopting the same ROI methods and metrics that leading companies use. In an era of evidence-based inquiry, people need to be able to demonstrate the value of their projects credibly. But how do you do that when there isn't an obvious measure connected to the project, like increased sales? In their new book Patti and Jack Phillips, the cofounders of ROI Institute, show how you can adopt the same methodology used by more than 6,000 organizations in seventy countries to evaluate large institutional initiatives. By following their six-step process, you can build a case for any project, process, or intervention, even so-called soft programs. For example, the first case study in the book involves successfully demonstrating the effectiveness of chaplaincy in an intensive care unit. The authors explain how to link your project to a meaningful business outcome, make sure your project will actually influence that outcome, identify metrics that will show if you're making progress, collect and analyze data, and use the results to build support. This book includes extensive examples from a wide range of organizations: businesses, nonprofits, schools, law enforcement, and more. It provides diagnostic tools and supportive practices and even offers advice on how to find a positive interpretation for results that don't conform to your anticipated outcome. Answering the question Is it worth it? defines the ultimate value of any project. Using the methodology this book presents will keep your work relevant, your career on track, and your organization healthy.

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161

Publisher

Berrett-Koehler Publishers

Published Date

ISBN 10

152300228X

ISBN 13

9781523002283

Show the Value of What You Do

Measuring and Achieving Success in Any Endeavor

By: Patricia Pulliam Phillips,Jack J Phillips

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Show the Value of What You Do

Measuring and Achieving Success in Any Endeavor

By: Patricia Pulliam Phillips,Jack J Phillips

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122

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Berrett-Koehler Publishers

Published Date

ISBN 10

1523002298

ISBN 13

9781523002290

The Project Management Scorecard

By: Jack J. Phillips,Timothy W. Bothell,G. Lynne Snead

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The Project Management Scorecard

By: Jack J. Phillips,Timothy W. Bothell,G. Lynne Snead

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.

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368

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Routledge

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ISBN 10

1136013628

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9781136013621

Measuring ROI in Environment, Health, and Safety

By: Jack J. Phillips,Patricia Pulliam Phillips,Al Pulliam

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Measuring ROI in Environment, Health, and Safety

By: Jack J. Phillips,Patricia Pulliam Phillips,Al Pulliam

Using the most successful evaluation system in the world for measuring impact and ROI—the ROI Methodology—learn how to measure the success of all business programs and projects involving environmental initiatives, health-related programs for employees and citizens, and various safety programs in all types of settings Few topics are more important than the health and safety of employees, associates, and citizens. Organizations focus a tremendous amount of money/resources on maintaining a zero-harm approach to its employees, the greater community, and the surrounding environment. At the same time, organizations are implementing many types of wellness and fitness programs ensuring that employees remain healthy, safe, and productive. Measuring ROI in Environment, Health, and Safety shows how to measure the success of all types of programs and projects involving environmental initiatives, health-related programs for employees and citizens, and various safety programs in all types of settings. Environmental efforts, or green projects, can represent value for organizations. Eighty percent can deliver a positive ROI, and the other 20 percent are often required by regulation. In either case, it is critical to understand whether or not these projects are working. This new book will show step-by-step how to measure the success of many types of green programs. Within an organization, responsibility for environment, health, and safety is often under the direction of the same executive team. Their concern is always about how well the programs are working and, more importantly, what can be done to ensure that they are more successful. ROI in Environment, Health, and Safety introduces the ROI Methodology, now used by over 4,000 organizations, and the most successful and utilized evaluation system in the world for measuring program impact and ROI. It shows step-by-step how to capture the reaction to the various initiatives and programs a firm may institute, the learning necessary to make them successful, progress in terms of application and implementation, the specific business impact measures driven by these programs, and, finally, the financial ROI. Along the way, data is collected for process improvement to ensure that if certain programs are not working, they can be adjusted for success.

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312

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John Wiley & Sons

Published Date

ISBN 10

1118899164

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9781118899168

HRD Trends Worldwide

By: Jack J. Phillips

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HRD Trends Worldwide

By: Jack J. Phillips

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.

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420

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Routledge

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ISBN 10

1136397655

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9781136397653

Measuring the Success of Employee Engagement

A Step-by-Step Guide for Measuring Impact and Calculating ROI

By: Patricia Pulliam Phillips,Jack J. Phillips,Rebecca Ray

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Measuring the Success of Employee Engagement

A Step-by-Step Guide for Measuring Impact and Calculating ROI

By: Patricia Pulliam Phillips,Jack J. Phillips,Rebecca Ray

Employee engagement, impact, ROI—if you can’t connect the three, your program’s in trouble. The number of employees who sleepwalk through the day or undermine the work of their engaged counterparts is on the rise. More and more companies are turning to engagement programs to recoup lost revenue and productivity. But these pricey endeavors can lose critical funding when they are designed without business impact in mind. In Measuring the Success of Employee Engagement, renowned experts Jack Phillips and Patti Phillips and knowledge organization expert Rebecca Ray help you make the business case for an employee engagement initiative. More important, you’ll discover what it takes to build a program with the end in mind. By following real case studies that show the Phillips’s ROI Methodology in action, you’ll learn how to avoid narrowly focusing your efforts on behavioral outcomes alone. Measuring the Success of Employee Engagement is an essential resource for all who support employee engagement efforts, from the chief learning officer to individual members of employee engagement teams. Ensure that your employees drive innovation and increase sales with an engagement program that earns its keep.

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258

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Association for Talent Development

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ISBN 10

1607280094

ISBN 13

9781607280095

ROI in Action Casebook

By: Patricia Pulliam Phillips,Jack J. Phillips

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ROI in Action Casebook

By: Patricia Pulliam Phillips,Jack J. Phillips

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.

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400

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John Wiley & Sons

Published Date

ISBN 10

0787987174

ISBN 13

9780787987176

The Leadership Scorecard

By: Jack J. Phillips,Lynn Schmidt

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The Leadership Scorecard

By: Jack J. Phillips,Lynn Schmidt

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.

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344

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Routledge

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ISBN 10

1136357068

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9781136357060

The Human Resources Scorecard

By: Jack J. Phillips,Ron Stone,Patricia Phillips

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The Human Resources Scorecard

By: Jack J. Phillips,Ron Stone,Patricia Phillips

The Human Resources Scorecard: measuring the return on investment' is the first book to provide a comprehensive, step-by-step process for measuring return on investment in human resources programs. Based on the classic ROI definition of earnings divided by investment, the ROI Process developed 20 years ago by co-author Jack J Phillips aids managers in determining and improving the bottom-line impact that human resource programs have on an organization. The ROI Process provides six additional measures in the form of a scorecard to track and monitor the total impact of the human resource programs. 'The Human Resources Scorecard' is essential for human resource executives, professionals, CEOs, CFOs, consultants, professors and other managers concerned with their businesses' bottom lines. Jack J. Phillips, Ph.D. is a renowned expert of measurement and evaluation. He provides consulting services for Fortune 500 companies and workshops for major conference providers throughout the world. He is also an author or editor of more than 20 books and 100 articles. Ron D. Stone is vice president and chief consulting officer for Performance Resources Organization. He is also director of the company's consulting practices in measurement and accountability. He has published numerous articles on the subject of ROI. Patricia Pulliam Phillips is chairman and CEO of the Chelsea Group, a consulting and publishing organization that focuses on accountability issues in organizations. She works with organizations to implement measurement and evaluation processes.

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534

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Routledge

Published Date

ISBN 10

1136357408

ISBN 13

9781136357404

Handbook of Training Evaluation and Measurement Methods

By: Jack J. Phillips

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Handbook of Training Evaluation and Measurement Methods

By: Jack J. Phillips

This new, third edition of Jack Phillips's classic Handbook of Training Evaluation and Measurement Methods shows the reader not only how to design, implement, and assess the effectiveness of HRD programs, but how to ultimately measure their return on investment (ROI). Each chapter has been revised and updated to include additional research, expanded coverage, and new examples of Dr. Phillips's case studies. Seven entirely new chapters have also been added, focusing largely on ROI.

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440

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Routledge

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ISBN 10

1136010424

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9781136010422

ROI in Marketing: The Design Thinking Approach to Measure, Prove, and Improve the Value of Marketing

By: Jack J. Phillips,Frank Q. Fu,Patricia Pulliam Phillips,Hong Yi

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ROI in Marketing: The Design Thinking Approach to Measure, Prove, and Improve the Value of Marketing

By: Jack J. Phillips,Frank Q. Fu,Patricia Pulliam Phillips,Hong Yi

Get your bottom-line results where you want them by putting your marketing campaigns and initiatives to powerful new use Marketing is all about understanding and serving your customers’ needs—but how do you know that your events, campaigns, and communication initiatives are working at top effectiveness? And how can you determine whether your marketing investments are reaping real rewards? ROI (Return on Investment) is a performance measure used to evaluate the efficiency of all types of investments, and in this powerful guide, the team at the ROI Institute offer you a proven method for understanding your own marketing benchmarks as never before. Drawing on real data collected from real cases of real companies in a variety of industries, ROI in Marketing uses a data-driven process to help you measure: Input, including types of projects, audience reach, number of customers, costs, and more Reactions of target groups to products, services, and messages Actions, including how to process and monetize what the target group thinks, believes, and knows Business impact of actions taken by the target group and their influence on sales, new accounts, and profits ROI, monetary benefits of marketing programs compared to costs Intangibles, such as image, reputation, corporate social responsibility, and more Packed with actionable, results-driven processes, ROI in Marketing offers a powerful blueprint for transforming how you interact with your customers to get clear bottom-line results.

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360

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McGraw Hill Professional

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ISBN 10

1260460436

ISBN 13

9781260460438

Proving the Value of Soft Skills

Measuring Impact and Calculating ROI

By: Patricia Pulliam Phillips,Jack J. Phillips,Rebecca Ray

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Proving the Value of Soft Skills

Measuring Impact and Calculating ROI

By: Patricia Pulliam Phillips,Jack J. Phillips,Rebecca Ray

A Step-by-Step Guide to Showing the Value of Soft Skill Programs As organizations rise to meet the challenges of technological innovation, globalization, changing customer needs and perspectives, demographic shifts, and new work arrangements, their mastery of soft skills will likely be the defining difference between thriving and merely surviving. Yet few executives champion the expenditure of resources to develop these critical skills. Why is that and what can be done to change this thinking? For years, managers convinced executives that soft skills could not be measured and that the value of these programs should be taken on faith. Executives no longer buy that argument but demand the same financial impact and accountability from these functions as they do from all other areas of the organization. In Proving the Value of Soft Skills, measurement and evaluation experts Patti Phillips, Jack Phillips, and Rebecca Ray contend that efforts can and should be made to demonstrate the effect of soft skills. They also claim that a proven methodology exists to help practitioners articulate those effects so that stakeholders’ hearts and minds are shifted toward securing support for future efforts. This book reveals how to use the ROI Methodology to clearly show the impact and ROI of soft skills programs. The authors guide readers through an easy-to-apply process that includes: business alignment design evaluation data collection isolation of the program effects cost capture ROI calculations results communication. Use this book to align your programs with organizational strategy, justify or enhance budgets, and build productive business partnerships. Included are job aids, sample plans, and detailed case studies.

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328

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Association for Talent Development

Published Date

ISBN 10

1950496643

ISBN 13

9781950496648

ROI Fundamentals

Why and When to Measure Return on Investment

By: Patricia Pulliam Phillips,Jack J. Phillips

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ROI Fundamentals

Why and When to Measure Return on Investment

By: Patricia Pulliam Phillips,Jack J. Phillips

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.

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186

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John Wiley & Sons

Published Date

ISBN 10

0787987166

ISBN 13

9780787987169

Return on Investment in Meetings and Events

Tools and Techniques to Measure the Success of All Types of Meetings and Events

By: Jack J. Phillips,M. Theresa Breining,Patricia Pulliam Phillips

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Return on Investment in Meetings and Events

Tools and Techniques to Measure the Success of All Types of Meetings and Events

By: Jack J. Phillips,M. Theresa Breining,Patricia Pulliam Phillips

The Phillips ROI Methodology utilizes five levels of evaluation, which are essential in determining the return on investment. All levels of evaluation must be conducted in order to determine the ROI of a meeting or event.

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303

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Routledge

Published Date

ISBN 10

0750683384

ISBN 13

9780750683388

Accountability in Human Resource Management

By: Jack J. Phillips

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Accountability in Human Resource Management

By: Jack J. Phillips

Techniques for evaluating the human resource function, and measuring its bottom-line contribution. This guide develops a results-based approach to human resources that keeps an eye on the bottom line. Based on actual experiences, accepted practices, and a strong 10-year research base, it clearly shows you how to: Uncover and monitor the costs of human resource (HR) programs Develop programs emphasizing accountability Design data-collection instruments for evaluation Measure the contribution of human resources Calculate the return on investment Elevate management's commitment to HR programs Phillips' nine-step, results-based human resource model helps you analyze, create, and execute successful HR programs. In addition, you'll find a Human Resources Effectiveness Index you can use to measure the overall effectiveness of HR performance. A benchmarking chapter assists you in comparing your success against other organizations. HR professionals, top- and middle-level managers, and students of human resources management will find this book an invaluable resource in which each technique and idea has been tested and proven in actual practice. 'Accountability in Human Resource Management' develops a results-based approach to human resources that keeps an eye on the bottom line. Based on actual experiences, accepted practices, and a strong 10-year research base, it clearly shows you how to: *Uncover and monitor the costs of human resource (HR) programs *Develop programs emphasizing accountability *Design data-collection instruments for evaluation *Measure the contribution of human resources *Calculate the return on investment *Elevate management's commitment to HR programs Phillips' nine-step, results-based human resource model helps you analyze, create, and execute successful HR programs. In addition, you'll find a Human Resources Effectiveness Index you can use to measure the overall effectiveness of HR performance. A benchmarking chapter assists you in comparing your success against other organizations. HR professionals, top- and middle-level managers, and students of human resources management will find this book an invaluable resource in which each technique and idea has been tested and proven in actual practice.

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362

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Routledge

Published Date

ISBN 10

1136431756

ISBN 13

9781136431753

Making Change Work

How to Create Behavioural Change in Organizations to Drive Impact and ROI

By: Emma Weber,Patricia Pulliam Phillips,Jack Phillips

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Making Change Work

How to Create Behavioural Change in Organizations to Drive Impact and ROI

By: Emma Weber,Patricia Pulliam Phillips,Jack Phillips

Underpinned by decades of research and application, Making Change Work shows that the lynchpin that connects change initiatives and their ultimate success is behavioural change. The book brings together the ROI Institute's established methodology for aligning projects and programmes to business needs and for evaluating impact and ROI with the Turning Learning Into Action methodology developed by Emma Weber to support learning transfer. It offers a step-by-step process that partners with any business initiative requiring behavioural change, providing the critical link bridging the knowledge and application. At the heart of the methodology is a framework for reflective conversation, ensuring accountability and aligning people to the desired outcomes. Cutting through complex change theory, Making Change Work is a 'how to' guide, providing an end-to-end approach to solve the problem that businesses have grappled with for so long from change projects that don't deliver business impact. It includes real life case studies from organizations such as BMW and the University of NSW Department of Innovation on how organizations are using the framework to create successful outcomes that are not just demonstrated but that are delivered and measurable. It is ideal for any professional who is embarking on any organizational initiative requiring change and evaluation of the subsequent ROI, whether it is a learning initiative, quality initiative or change initiative.

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296

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Kogan Page Publishers

Published Date

ISBN 10

074947761X

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9780749477615

Routledge Revivals: John Phillips and the Business of Victorian Science (2005)

The Fiction of the Brotherhood of the Rosy Cross

By: Jack Morrell

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Routledge Revivals: John Phillips and the Business of Victorian Science (2005)

The Fiction of the Brotherhood of the Rosy Cross

By: Jack Morrell

First published in 2005, this book represents the first full length biography of John Phillips, one of the most remarkable and important scientists of the Victorian period. Adopting a broad chronological approach, this book not only traces the development of Phillips’ career but clarifies and highlights his role within Victorian culture, shedding light on many wider themes. It explores how Phillips’ love of science was inseparable from his need to earn a living and develop a career which could sustain him. Hence questions of power, authority, reputation and patronage were central to Phillips’ career and scientific work. Drawing on a wealth of primary sources and a rich body of recent writings on Victorian science, this biography brings together his personal story with the scientific theories and developments of the day, and fixes them firmly within the context of wider society.

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332

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Routledge

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1315445069

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9781315445069

John Phillips and the Business of Victorian Science

By: Jack Morrell

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John Phillips and the Business of Victorian Science

By: Jack Morrell

John Phillips was one of the most remarkable and important scientists of the Victorian period. Orphaned at the age of seven and brought up by his uncle, he rose to hold a number of highly prestigious posts within the British academic and scientific community, despite lacking a university education. By the time of his death in 1874 he was widely regarded as one of the pioneers and champions of the science of geology, yet until now there has been no full length biography of Phillips. In rectifying this lacuna, Jack Morrell has produced a meticulous and magisterial piece of scholarship that does justice to the achievements and legacy of John Phillips. Adopting a broadly chronological approach, the book not only traces the development of Phillips's career but clarifies and highlights his role within Victorian culture, shedding light on many wider themes. It explores how Phillips' love of science was inseparable from his need to earn a living and develop a career which could sustain him. Hence questions of power, authority, reputation and patronage were central to Phillips's career and scientific work. Drawing on a wealth of primary sources and a rich body of recent writings on Victorian science, this biography provides a fascinating and compelling account of John Phillips and his legacy. Pulling together his personal story with the scientific theories and developments of the day, and fixing them firmly within the context of wider society, this biography will be vital reading for anyone with an interest in the history of British and nineteenth-century science.

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480

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Routledge

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1351154869

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9781351154864

Beyond Learning Objectives

Develop Measurable Objectives That Link to The Bottom Line

By: Jack J. Phillips,Patricia Pulliam Phillips

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Beyond Learning Objectives

Develop Measurable Objectives That Link to The Bottom Line

By: Jack J. Phillips,Patricia Pulliam Phillips

Today's organizations demand a focus on higher-level objectives—objectives that clearly provide business impact and value and satisfy the expectations of a wide range of key stakeholders. If you're involved in implementing projects, programs, initiatives, or solutions in your organization, Beyond Learning Objectives can help you meet these new expectations. This book provides step-by-step processes for defining, measuring, and developing six types of objectives: input, reaction, learning, application, impact, and ROI. You'll also learn to avoid common pitfalls in the development of objectives, such as unclear, incomplete, nonspecific, or even missing objectives. And you'll learn how well crafted, results-driven objectives can satisfy the needs of all your stakeholders. With this book in your hands, you can become a champion of well-defined objectives, providing direction, focus, and guidance. By spelling out expectations, creating commitment, and positioning your initiatives for success, you'll help your organization align its programs with its results and leap forward into the state-of-the-art world of measurable performance.

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153

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Association for Talent Development

Published Date

ISBN 10

1607282437

ISBN 13

9781607282433

Book's by Jack J. Phillips

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