Patricia Pulliam Phillips – författare

PROVE THE VALUE OF YOUR HR PROGRAM WITH HARD DATA

While corporate leaders may well know the value of human capital, they don’t always understand the extent to which the HR function contributes to the bottom line. So when times get tough and business budgets get cut, HRdepartments often take the first hit.

In this groundbreaking guide, the cofounders of ROI Institute, Jack Phillips and Patti Phillips, provide the tools and techniques you need to use analytics to show top decision makers the value of HR in your organization.

Focusing on three types of analytics--descriptive,predictive, and prescriptive--Making Human Capital Analytics Work shows how you can apply analytics by:

Developing relationships between variablesPredicting the success of HR programsDetermining the cost of intangibles that are otherwise diffi cult to valueShowing the business value of particular HR programsCalculating and forecasting the ROI of various HR projects and programs

Much more than a guide to using data collectionand analysis, Making Human Capital Analytics Work is a template for spearheading large-scale change in your organization by dramatically influencing your department's overall image within the organization.

The authors take you step-by-step through the processes of using hard data to drive decisions and demonstrate the tangible value of HR.

You know that your department is more than administrative and transactional--that it's an integral player in your company's strategy. Apply the lessons in Making Human Capital Analytics Work and ensure that all other stakeholders know too.

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.

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.

ROI Fundamentals ROI Fundamentals is the first of six books in the Measurement and Evaluation Series from Pfeiffer. The proven ROI Methodology--developed by the ROI Institute--provides a practical system for evaluation planning, data collection, data analysis, and reporting. All six books in the series offer the latest tools, most current research, and practical advice for measuring ROI in a variety of settings. ROI Fundamentals outlines the basic ROI Methodology and shows why measuring return on investment is such a valuable process. The book highlights the benefits of implementing an effective ROI model and also reveals the challenges organizations face when incorporating the ROI Methodology. Using real-world examples from international companies, the authors explore the types of organizations that are best suited for the ROI Methodology and suggest the optimal time to implement it. The book also offers step-by-step information for planning an effective ROI evaluation.

ROI in Action Casebook offers a collection of ROI case studies that represent the classic use of the proven ROI Methodology. A companion volume to Jack J. Phillips and Patricia Pulliam Phillips?s six books in the Measurement and Evaluation series, this book clearly illustrates the ROI Methodology. The case studies represent a variety of applications in human resources, learning and development, and performance improvement. Each case follows the methodology and describes in detail how it was used to show the value of a particular project or program.

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.

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 settingsFew 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.

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 controlSet objectives at multiple levels to deliver useful resultsMeasure implementation, impact, ROI, and intangiblesUse final results to drive appropriate actions, creating lasting valueThe 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.

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.

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.

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.

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.

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 investmentThis 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.

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 investmentThis 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.

How do you accurately and effectively measure return on investment (ROI) in training and performance improvement? Measuring ROI in Learning and 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.

Known for their expertise in ROI, Jack and Patricia Phillips have contributed to another area in the field of measurement and evaluation. Together with Bruce Aaron, they’re offering a useful tool to help learning and development professionals design and administer surveys and questionnaires. Written in the accessible style of ASTD Basics books, this volume covers: the purpose of surveys and questionnairestypes of error that can creep into survey resultsconsiderations when developing survey questionstricks to ensure positive response ratescontent on validity and reliabilityapproaches to data analysis and reporting results. In addition to content on survey design, the book includes a section that evaluates various survey technologies. By applying a simple decision-making process, readers can identify the most appropriate survey tool for their needs.

Overcome the real-world challenges of evaluating your training programs.Renowned ROI experts jack and Patti Phillips tackle the obstacles and daily challenges that practitioners face when trying to evaluate their training programs. Measurement and evaluation are key to establishing success and demonstrating the value-add of your programs—but so often, L&D professionals launch into this journey with no clear destination in mind, much less guideposts to show them the way. This book leads you to the ultimate destination of real world evaluation, the intersection of learning and evaluation where the two are so intertwined that the activity of evaluation is seamless.Describe program success in quantitative, qualitative, financial, and nonfinancial terms.Present a complete set of data to show the overall success of a program.Learn to balance the art and science of real world evaluation.

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.

Get the A-to-Z Resource on Training EvaluationFully revised and updated, ATD’s Handbook for Measuring and Evaluating Training is the comprehensive go-to reference for talent development professionals in need of immediate measurement and evaluation (M&E) guidance. Edited by M&E powerhouse Patti Phillips, with contributions from 30 expert practitioners, this handbook provides an essential roadmap to developing effective processes to prove the value and impact of your learning and development programs.Training measurement and evaluation is one of the top frustrations of a talent development professional's job. At first glance, it appears to be a drain on precious time and resources, yet it is a critical function for understanding the results and proving the value of L&D programs. If not conducted properly, it can yield questionable results, lack of accountability, and stakeholder skepticism. All to say, TD professionals must have a solid foundation in measurement and evaluation to do their jobs effectively.With this handbook, you’ll feel confident each time you face an M&E challenge, from planning the evaluation and collecting and analyzing data to optimizing results and making evaluation efforts work in your organization. You will use the data to improve your training programs and meet the standards your organization strives for.The updated edition includes new chapters on how to tell the evaluation story to business leaders, visualize data in reports, and leverage artificial intelligence smartly as well as refreshed chapters on all the M&E fundamentals. Rich in real-life application, it offers practitioner tips, knowledge checks, and support resources and references. Your advisors along the way are an impressive array of experts from the field, each chosen for their knowledge, experience, and actual results in specific areas.Whether you’re a trainer, manager, professor, or student of training evaluation, this handbook has been designed to meet your needs.

Better Questions. Better Data. Better Decisions.Surveys are essential to the work of all talent development professionals, but too often, these tools fail to deliver the actionable outcomes organizations need. Surveys by Design is an accessible guide for L&D professionals who need to create effective surveys that:Measure what matters most.Gather reliable data at scale.Serve diverse audiences.Leverage AI and other technology responsibly.Uncover real business insights.Drive engagement.Support organizational growth.Measurement and evaluation experts Patti and Jack Phillips walk you through practical strategies, case studies, and examples that illuminate every step of the survey design process. You will learn how to:Decide when to use a survey.Design your research approach.Define clear objectives.Reduce bias in selecting respondents.Write questions people can and will answer.Ensure you get response rates that make your results meaningful.Navigate ethical challenges.Evaluate the quality of your surveys.The authors also share how to leverage new technologies—including artificial intelligence—to enhance the efficiency and impact of your work, as well as how to interpret survey results accurately to solve real-world problems. They provide even more guidance in a sample survey research protocol and a handy, downloadable FAQ. Whether you’re measuring learning effectiveness, evaluating programs, or assessing employee engagement, Surveys by Design equips you to design powerful, successful surveys by asking the right questions in the right way.

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.

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.

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.

Evaluation is key to proving the value of training. Yet many organizations still struggle with implementing a fully functioning evaluation program that is integrated throughout the learning process. ""Make Training Evaluation Work"" is a book designed to break through this organizational inertia. Structured to allow both selective exploration of the topic by seasoned professionals or a beginning-to-end learning experience for the less experienced reader, all readers will find the included assessment tools, templates, and resources extremely useful.

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 strings holders. Based on interviews, surveys, research, and briefings with senior management and C-Level executives, this book reveals what specific learning measurements are and are not important to top level executives. Other evaluation books focus on tools and processes that company CLO's and other learning leaders 'believe' are important to top executives (since most published data is derived from CLO interviews and not CEO interviews). This book is different. Readers get straight answers from the top to help them develop strategies and measure that really matters to those at the top.

Learning professionals have a love-hate relationship with measurement and evaluation. On one hand, most people agree that evaluation and the evolving results can represent important information. On the other hand, the act of evaluation seems daunting and beyond their interest in learning and development. But there is no arguing that the call for accountability of resource expenditures is louder than ever. To support learning professionals as they answer this call, ASTD is launching a new handbook, Handbook of Measuring and Evaluating Training. This new book addresses the mechanics of evaluation from the perspective of a variety of contributors. It addresses content relevant to the four phases of measurement and evaluation: planning, data collection, data analysis, and reporting. In addition, chapters are included that support implementation of your measurement practice. Each chapter is written to achieve at least three learning objectives. A knowledge check is included at the end of each chapter to ensure readers gain at least one new insight.

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, detailed input, suggestions and now-how on how to plan for, implement, create, and maintain effective alignment for projects of nearly every size and scope. 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.Some of the topics on which this volume drills down into useful detail include: How and when to discuss alignment with clientsWhich projects are (and which projects aren’t) appropriate for applying alignmentA detailed, highly objective review of how to measure the impact of alignmentThe 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 process