Patricia Pulliam Phillips's Books

High-Impact Human Capital Strategy

Addressing the 12 Major Challenges Today's Organizations Face

By: Jack Phillips,Patricia Phillips

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High-Impact Human Capital Strategy

Addressing the 12 Major Challenges Today's Organizations Face

By: Jack Phillips,Patricia Phillips

Human Resources used to be about recruiting good people, preparing them for assignments, motivating them to perform, and retaining them. Do these things well and your well-oiled machine will operate as planned. But in today’s turbulent and increasingly broadening economy, HR must go beyond its traditional focus if a company is to also expand and become as far-reaching as the times are trying to take it. While the core plan of recruit, prepare, motivate, and retain is still essential, High-Impact Human Capital Strategy examines 12 critical forces that must also be evaluated and maximized if a company is to continue its success, including: globalization, changes in workforce demographics, skill shortages and mismatches in labor markets, environmental matters, and more. Readers will learn how to design human capital programs that:• Incorporate each of the 12 critical forces into an effective overall plan• Connect with business measures• Achieve positive ROI• Ensure critical talent is in place• Boost engagement• Address work/life balance and other social issues• Reduce the need to outsourceComplete with case studies and step-by-step guidelines to help you move beyond the traditional focus of Human Resources, the indispensable plans of attack found in High-Impact Human Capital deliver measurable value in the face of ongoing challenges that are not going away.

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316

Publisher

AMACOM

Published Date

ISBN 10

0814436072

ISBN 13

9780814436073

Data Collection

Planning for and Collecting All Types of Data

By: Patricia Pulliam Phillips,Cathy A. Stawarski

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Data Collection

Planning for and Collecting All Types of Data

By: Patricia Pulliam Phillips,Cathy A. Stawarski

Data Collection Data Collection is the second 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. Data Collection offers an effective process for collecting data that is essential to the implementation of the ROI Methodology. The authors outline the techniques, processes, and critical issues involved in successful data collection. The book examines the various methods of data collection, including questionnaires, interviews, focus groups, observation, action plans, performance contracts, and monitoring records. Written for evaluators, facilitators, analysts, designers, coordinators, and managers, Data Collection is a valuable guide for collecting data that are adequate in quantity and quality to produce a complete and credible analysis.

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132

Publisher

John Wiley & Sons

Published Date

ISBN 10

1119254787

ISBN 13

9781119254782

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

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

Publisher

Association for Talent Development

Published Date

ISBN 10

1607287854

ISBN 13

9781607287858

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

Publisher

Association for Talent Development

Published Date

ISBN 10

1607282437

ISBN 13

9781607282433

Measuring the Success of Sales Training

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

By: Patricia Pulliam Phillips,Jack J. Phillips,Rachel Robinson

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Measuring the Success of Sales Training

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

By: Patricia Pulliam Phillips,Jack J. Phillips,Rachel Robinson

It has never been more important to show examples of sales skills at work. The process to evaluate these skills is sometimes perceived as straightforward and routine, simply a matter of tracking the sales gains after the program has been conducted. But credibly Measuring the Success of Sales Training programs is a bit more involved than that. Experts in the practice of ROI measurement, Jack and Patricia Phillips have collected a new book of ROI case studies, with a focus on sales training programs. The case studies presented in this book demonstrate how to use of the ROI Methodology to properly measure the results of sales programs. These studies come from all over the world, in many different disciplines and concentrations, from financial services to the public sector. The use of the ROI Methodology addresses issues that are sometimes omitted from other casebooks. First, since many other factors influence sales, there must always be a step to isolate the effects of the sales training program on the sales (each study features this step). Second, when converting to monetary value, only the profit margins of increased sales must be used, not the sales themselves—a mistake made by many. Third, the stream of monetary benefits for the increased profits must be conservative, usually representing only one year. Sponsors need a credible, conservative approach to measuring ROI—one that meets these challenges. All of the case studies in this book will address these issues, providing examples and benchmarks for others to use to evaluate these important types of programs.

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242

Publisher

Association for Talent Development

Published Date

ISBN 10

1607285231

ISBN 13

9781607285236

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

Measuring the Success of Learning Through Technology

A Step-by-Step Guide for Measuring Impact and ROI on E-Learning, Blended Learning, and Mobile Learning

By: Tamar Elkeles,Patricia Pulliam Phillips,Jack J. Phillips

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Measuring the Success of Learning Through Technology

A Step-by-Step Guide for Measuring Impact and ROI on E-Learning, Blended Learning, and Mobile Learning

By: Tamar Elkeles,Patricia Pulliam Phillips,Jack J. Phillips

Learn to measure the results of your technology-based learning programs with this step-by-step guide. Few would dispute the convenience, cost, and efficiency of learning through technology. Whether e-learning, blended learning, or mobile learning, it’s usually just in time, just enough, and just for the user. The challenge with e-learning lies in proving its value and showing the results. The cost savings and the outcome of the learning program must be considered to determine the true value of these programs. Renowned ROI experts Jack and Patti Phillips have joined with Tamar Elkeles, the chief learning officer for Qualcomm, to provide this guide for measuring the success of e-learning programs. By following the steps prescribed in this book, designers and developers can significantly affect the success of e-learning at the application and impact levels, ultimately making the ROI easy to develop. Part I of the book outlines the steps that make up the logical approach to evaluation using the ROI Methodology. Part II describes how the methodology has been applied in real-life case studies. These studies represent a variety of industries and applications and are written by experienced professionals in the field of learning and development.

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226

Publisher

Association for Talent Development

Published Date

ISBN 10

1607284251

ISBN 13

9781607284253

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

Publisher

John Wiley & Sons

Published Date

ISBN 10

0787987174

ISBN 13

9780787987176

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

Publisher

John Wiley & Sons

Published Date

ISBN 10

0787987166

ISBN 13

9780787987169

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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122

Publisher

Berrett-Koehler Publishers

Published Date

ISBN 10

1523002298

ISBN 13

9781523002290

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

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

Publisher

Routledge

Published Date

ISBN 10

1136357408

ISBN 13

9781136357404

Retaining Your Best Employees (In Action Case Study Series)

By: Patricia Pulliam Phillips

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Retaining Your Best Employees (In Action Case Study Series)

By: Patricia Pulliam Phillips

Keeping and retaining your best, high-performing employees is tough. But here's a resource that helps you take the best retention strategies from other organizations and apply them to your own situation. Explore what others are doing about managing retention, and learn about retention's impact on the individual employee who has chosen to leave or has been forced to leave an organization. This book includes 10 case studies on important topics, such as using recognition to manage retention, reinvigorating a mature company and using an internal degree program to reduce turnover.

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Page Count

195

Publisher

Association for Talent Development

Published Date

ISBN 10

1607289083

ISBN 13

9781607289081

Building A Successful Consulting Practice (In Action Case Study Series)

By: Patricia Pulliam Phillips

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Building A Successful Consulting Practice (In Action Case Study Series)

By: Patricia Pulliam Phillips

Consulting is one of the fastest growing occupational groups in business today. For many talented individuals around the world, starting a consulting practice offers great opportunity for income growth and job satisfaction. Yet, consulting does have its unique set of challenges including lack of professional respect from potential clients and a high business failure rate. This book, Building a Successful Consulting Practice, will be helpful to anyone starting down this exciting and challenging road. It presents 12 case studies that analyze the success of consulting organizations. This book focuses particularly on small consulting practices, and specifically on those consulting practices closely related to the field of human resource development. You will find value in this book no matter where you are in the process of starting or running a consulting practice. No matter how you plan to use this book, the impressive group of contributors represented in this collection of case studies will be invaluable as you work to achieve your own level of success in the consulting business.

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Page Count

240

Publisher

Association for Talent Development

Published Date

ISBN 10

1607288761

ISBN 13

9781607288763

Return on Investment (ROI) Basics

By: Patricia Pulliam Phillips

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Return on Investment (ROI) Basics

By: Patricia Pulliam Phillips

Return on Investment (ROI) Basics provides a baseline exploration of ROI for both novice and experienced WLP practitioners. Additionally, it includes a review of two essential, often overlooked, steps in the ROI process: communicating results and integrating ROI into an organizations learning programs.

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201

Publisher

Association for Talent Development

Published Date

ISBN 10

1607284766

ISBN 13

9781607284765

The ROI Fieldbook

Strategies for Implementing ROI in HR and Training

By: Patricia Pulliam Phillips

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The ROI Fieldbook

Strategies for Implementing ROI in HR and Training

By: Patricia Pulliam Phillips

Accompanying CD-ROM contains ... "dozens of tools, instruments, and templates ... [and] a thorough case study which is aligned with each fieldbook chapter to present how the ROI process and guiding principles are applied ... [and] 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."--Page 4 of cover.

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Page Count

401

Publisher

Routledge

Published Date

ISBN 10

0750676221

ISBN 13

9780750676229

Data Conversion

Calculating the Monetary Benefits

By: Patricia Pulliam Phillips,Holly Burkett

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Data Conversion

Calculating the Monetary Benefits

By: Patricia Pulliam Phillips,Holly Burkett

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.

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115

Publisher

John Wiley & Sons

Published Date

ISBN 10

1119254760

ISBN 13

9781119254768

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

1119123674

ISBN 13

9781119123675

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

Green Scorecard

Measuring the Return on Investment in Sustainability Initiatives

By: Patricia Pulliam Philips,Jack J. Philips

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Green Scorecard

Measuring the Return on Investment in Sustainability Initiatives

By: Patricia Pulliam Philips,Jack J. Philips

Is sustainability sustainable? Too many organizations are currently caught in a "green slump," struggling to engage in sustainability projects and making far less progress than they should be. Some businesses are striving to lead the way by equipping their facilities with new, energy-saving technologies or creating projects that contain post-consumer materials, whereas others may be just now implementing company-wide recycling programs. No matter which green initiative you choose, in order to succeed companies must adopt a results-based, return on investment (ROI) focus that helps them to identify, develop and implement green projects that add value - from an economic, environmental and societal perspective. In The Green Scorecard, business leaders - from CEOs and CFOs to project managers and engineers - receive a reliable measurement and evaluation system that delivers credible data for decision makers. The valuable book, based on the ROI Institute's internationally renowned methodology, gives you clear steps for determining the overall worth of green projects - for both the environment and the bottom line.

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458

Publisher

Nicholas Brealey

Published Date

ISBN 10

1857884566

ISBN 13

9781857884562

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

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Association for Talent Development

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ISBN 10

1607287838

ISBN 13

9781607287834

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

Published Date

ISBN 10

1260460436

ISBN 13

9781260460438

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

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John Wiley & Sons

Published Date

ISBN 10

0470228067

ISBN 13

9780470228067

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

Published Date

ISBN 10

1607280094

ISBN 13

9781607280095

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

Publisher

Kogan Page Publishers

Published Date

ISBN 10

074947761X

ISBN 13

9780749477615

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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391

Publisher

John Wiley & Sons

Published Date

ISBN 10

111924269X

ISBN 13

9781119242697

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

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Association for Talent Development

Published Date

ISBN 10

1607282399

ISBN 13

9781607282396

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

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Association for Talent Development

Published Date

ISBN 10

1607283565

ISBN 13

9781607283560

Understanding the Basics of Return on Investment in Training

Assessing the Tangible and Intangible Benefits

By: Patricia Pulliam Phillips

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Understanding the Basics of Return on Investment in Training

Assessing the Tangible and Intangible Benefits

By: Patricia Pulliam Phillips

Measuring return on investment in training is now a big issue. The author of Understanding the Basics of Return on Investment in Training helps trainers and senior resource staff understand how to assess both the tangible and intangible benefits of their training programmes. Worked examples show how all aspects of training effectiveness can be assessed.

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118

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Kogan Page Publishers

Published Date

ISBN 10

0749438916

ISBN 13

9780749438913

Handbook of Training Evaluation and Measurement Methods

By: Jack J. Phillips,Patricia Pulliam Phillips

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Handbook of Training Evaluation and Measurement Methods

By: Jack J. Phillips,Patricia Pulliam Phillips

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.

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533

Publisher

Routledge

Published Date

ISBN 10

1317632567

ISBN 13

9781317632566

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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485

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Routledge

Published Date

ISBN 10

1317749340

ISBN 13

9781317749349

10 Steps to Successful Business Alignment

By: Jack J. Phillips,Patricia Pulliam Phillips

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10 Steps to Successful Business Alignment

By: Jack J. Phillips,Patricia Pulliam Phillips

Defining business alignment as the process of “ensuring that a new project, program, or process is connected directly to business impact measures, usually expressed in terms such as output, quality, cost, or time,” 10 Steps to Successful Business Alignment offers concrete input, detailed suggestions, and pragmatic know-how on how to plan for, implement, and maintain effective alignment for projects of nearly every size and scope. Written by a pair of renowned experts in the field of business measurement and evaluation, 10 Steps to Successful Business Alignment shows how to connect projects to business measures, and how to maintain alignment with those measures throughout a project’s entire life cycle. This book covers the full spectrum of issues related to alignment, including planning the alignment with clients; determining payoff, business, performance, and preference needs; addressing high-level objectives; measuring impact; reporting the results of the alignment; and more. In providing both a conceptual framework as well as nuts-and-bolts information on how to achieve meaningful, effective alignment, some of the topics on which this volume drills down into useful specifics include: how and when to discuss alignment with clients which projects are (and which projects aren’t) appropriate for applying alignment the proper ways to clarify and manage expectations of the alignment process best practices for addressing the needs of a project and the related alignment program a discussion of the factors that contribute to the success of alignment how to achieve buy-in on alignment from stakeholders in a project a detailed, highly objective review of how to measure the impact of alignment why isolating the impact of alignment process is crucial the most effective ways to report and communicate your results. Truly a comprehensive resource on alignment, 10 Steps to Successful Business Alignment delivers practical insight on every step of the alignment process, and is essential reading for every professional involved in creating, maintaining, and verifying alignment.

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159

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Association for Talent Development

Published Date

ISBN 10

1607287625

ISBN 13

9781607287629

Accountability in Human Resource Management

Connecting HR to Business Results

By: Jack J. Phillips,Patricia Pulliam Phillips,Kirk Smith

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Accountability in Human Resource Management

Connecting HR to Business Results

By: Jack J. Phillips,Patricia Pulliam Phillips,Kirk Smith

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.

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348

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Routledge

Published Date

ISBN 10

1317437195

ISBN 13

9781317437192

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

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467

Publisher

John Wiley & Sons

Published Date

ISBN 10

0470228067

ISBN 13

9780470228067

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

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

Publisher

John Wiley & Sons

Published Date

ISBN 10

1118899164

ISBN 13

9781118899168

Real World Training Evaluation

Navigating Common Constraints for Exceptional Results

By: Patricia Pulliam Phillips,Jack J. Phillips

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Real World Training Evaluation

Navigating Common Constraints for Exceptional Results

By: Patricia Pulliam Phillips,Jack J. Phillips

Is your program ready for the real world? Real world evaluation is a balance between art, science, accuracy, and cost. To set your program up for success, you need to start the measurement and evaluation journey with a clear destination in mind. In Real World Training Evaluation, Patricia and Jack Phillips hone in on ROI in learning and development and outline a clear pathway to seamless and credible evaluation. Learn to avoid real world barriers that commonly get in the way of talent development initiatives. Earn the respect of senior management by showing bottom-line impact, including the ROI. And start describing program successes in quantitative, qualitative, financial, and non-financial terms to win over crucial stakeholders. By demonstrating program results, you can help your organization link its human capital investment to operational excellence and sustainability. Real World Training Evaluation offers the directions and tools to get you there.

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193

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Association for Talent Development

Published Date

ISBN 10

1607282186

ISBN 13

9781607282181

Book's by Patricia Pulliam Phillips

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