When change initiatives fail, many times the organization is blamed for not aligning projects to business needs from the beginning, or for not turning knowledge into action. Making Change Work argues that what connects success with these initiatives is behavioral change. It brings together the ROI Institute's established methodology for aligning projects and programs to business needs and for evaluating impact and ROI with the Turning Learning Into Action methodology developed by Emma Weber to support learning transfer. The book offers a step-by-step process for any business initiative that requires behavioral change, providing the critical link bridging both knowledge and application. Cutting through complex change theory, this book is a how-to guide for solving the problem of change projects that don't deliver business impact. It includes case studies on organizations that are using the methodology to create successful outcomes that are not just demonstrated, but also delivered and measurable.

Making Change Work: How to Create Behavioural Change in Organizations to Drive Impact and ROI

Business & Money

Weber, Emma

Pulliam Phillips, Patricia

Phillips, Dr Jack

Management & Leadership

Kogan Page.

Return on Investment in Meetings & Events: Tools and Techniques to Measure the Success of all Types of Meetings and Events

The Phillips ROI Methodology™ 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).

Phillips, Jack J.

Breining, M. Theresa

Industries

Routledge

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

Proving the Value of HR: How and Why to Measure ROI

SHRM - Kogan Page

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Books by Pulliam Phillips, Patricia