Show Me the Money: How to Determine ROI in People, Projects, and Programs »

Patricia Pulliam Phillips is an internationally recognized author, consultant, and president and CEO of ROI Institute, Inc. Phillips provides consulting services to organizations worldwide. She helps organizations build capacity in the ROI Methodology by facilitating the ROI certification process and teaching the ROI Methodology through workshops and graduate-level courses.

Jack J. Phillips is chairman of the ROI Institute, Inc. A world-renowned expert on measurement and evaluation, Phillips provides consulting services for Fortune 500 companies and workshops for major conference providers around the world. Phillips is the author or editor of more than thirty books and more than one hundred articles.

ROI Institute, Inc., is a benchmarking, research, and information-sharing organization that provides consulting services, workshops, and certification in the ROI Methodology. Widely considered the leading authority on evaluation and measurement of learning and development in organizations, ROI Institute conducts workshops and offers certification for thousands of practitioners through a variety of strategic partners.

From IT to HR, from boardroom to shop floor, increased accountability for achieving high-value results for new initiatives is the norm in every organization. The Phillips', the world's leading experts on ROI strategy, distill their years of experience and research into proven tools for determining the value of any project before, during, and after implementation. They present a comprehensive method for measuring the hard-to-measure, and placing monetary value on the hard-to-value. They even show how to measure and place value on "intangible" qualities like leadership, creativity, customer loyalty, employee engagement, and more. Developed in an easy-to-read format and fortified with case studies, checklists, tips, and tools, this work clarifies and resolves the mystery surrounding the allocation of monetary value. It gives change agents everything they need to provid e detailed evaluations of the potential and actual financial ben efits of any project or program.

Preface     ix
Acknowledgments     xv
The Value Evolution     1
The ROI Methodology: A Brief Overview     13
Project Needs and Objectives: Ensuring Business Alignment     35
Reaction and Perceived Value     59
Learning and Confidence     69
Application and Implementation     83
Impact and Consequences     95
Isolation of Project Impact     117
Show Me the Money: Converting Data to Money     137
The Intangible Measures     161
Project Costs and Calculating ROI     183
The Business Case: Forecasting Value, Including ROI     199
Results Reporting     223
Implementing and Sustaining ROI     243
Notes     259
Index     263
About the Authors     267