The ROI Fieldbook: Strategies for Implementing ROI in HR and Training (Improving Human Performance (Paperback)) - Softcover

A unique fieldbook that provides essential tools & techniques to design and implement an ROI process to provide value for your organization.

Business/Human Resources

The ROI Fieldbook
Strategies for Implementing ROI in HR and Training

Patricia Phillips, Jack Phillips, Ron Drew Stone, Holly Burkett

"The ROI Fieldbook is the industry's best and most practicable offering in this field to date. Using the authors' tools, I was able to isolate and quantify my team's impact on new sales-$8.75 for each $1.00 invested in sales training. The ROI Fieldbook changes the game from 'hoping for a seat at the table' to 'driving the ROI agenda' for your function. A must for every training director and practitioner, and their CEO/CFO."
- Steve McConnell, AVP, Producer Partner Programs, The Hartford

"Performance consultants, training managers, HR practitioners-anyone who needs to conduct an ROI impact study of a training or performance improvement initiative- will benefit from The ROI Fieldbook. It has information, tools, templates and guidelines that you can use immediately."
- Dana Gaines Robinson and James C. Robinson, Co-authors of Performance Consulting and Strategic Business Partner

"I found that The ROI Fieldbook was well organized and presented information in an 'easy-to-implement' manner. The chapter on 'Forecasting the ROI' was particularly useful, with applicable examples and illustrations; and I found the section on 'Implementation Issues', especially the organizational readiness assessment, to be invaluable. Every performance and learning consultant needs this book in their toolkit!"
- Kimberly Green, Performance Consultant, Blue Shield California

Since the publication of Return on Investment in Training and Performance Improvement Programs, many individuals have attempted to implement the ROI methodology in their organizations. Having a credible process does not guarantee however, that an organization will implement the process effectively throughout the various functions and divisions. The ROI Fieldbook will help organizations implement ROI successfully, by providing concrete techniques, tools, strategies, and reproducible items. The book provides many different strategies for tackling the critical issues of implementation. The authors examine every key barrier to implementation and suggest strategies for overcoming, minimizing, or removing the barriers.

The accompanying CD-ROM contains dozens of tools, instruments, and templates aimed at providing helpful resources for the individual or the team responsible for implementing ROI. The CD includes a thorough case study which is aligned with each fieldbook chapter to present how the ROI process and guiding principles are applied. Throughout the case study, detailed explanations illustrate how and why decisions are made in implementing the methodology. The CD also includes interactive material such as "Are You Ready for ROI"-a self-assessment test. Other material includes templates for data collection, ROI analysis plan, action plan, and a cost summary sheet.
Patricia Phillips is President and CEO of The ROI Institute, Inc.
Jack J. Phillips is Chair of the ROI Institute, Inc. and developer of the ROI Methodology T.
Ron Drew Stone is President of the Center for Performance and ROI, Inc.
Holly Burkett is Principal, Evaluation Works, Davis, California.