Principles of the ROI Methodology.
1. Reporting Results.
The Importance of Communication.
Principles of Communicating Results.
Effective Media Selection.
Unbiased and Modest Communication.
Testimonials from Respected Individuals.
Communication Strategy Shaped by the Audience’s Opinion of the Program Team.
Analysis of the Need for Communication.
Communication Plan for the Entire Program.
Communication Plan for the Impact Study.
Basis for Selecting the Audience.
Development of the Information: The Impact Study.
Evaluation Strategy or Methodology.
Data Collection and Analysis.
Reaction and Planned Action.
Learning and Confidence.
Application and Implementation.
Return on Investment.
Barriers and Enablers.
Conclusions and Recommendations.
Selection of Communication Media.
Business Update Meetings.
Organizational Publications and Standard Communication Tools.
E-Mail and Electronic Media.
A Case Example.
Process of Communication.
Providing Continual Feedback.
Presenting Impact Study Data to Senior Management.
Communicating with Executives and Sponsors.
Strengthen the Relationship with Executives.
Distribute Memos on Program Results.
Ask Executives to Participate in Program Review.
Analysis of Reactions to Communication.
Creating a Macro-Level Scorecard.
Advantages of a Macro-Level Scorecard.
2. Making the Transition to the ROI Methodology.
Overcoming Resistance to the ROI Methodology.
Resistance Is Always Present.
Implementation Is Key.
Consistency Is Necessary.
Efficiency Is Always an Issue.
Step 1: Assess Readiness.
Step 2: Overcome Resistance.
Step 3: Communicate a Vision.
Step 4: Manage the Transition.
Step 5: Establish Management Infrastructure to Support the Process.
Prepare Policy, Procedures, and Guidelines.
Structure ROI as a Learning Tool, Not a Performance Evaluation Tool.
Develop a Project Plan.
Integrate Cost-Saving Methods.
3. Building Capability and Support.
Fundamental Issues in Implementing the ROI Methodology.
Identifying a Champion.
Developing the ROI Leader.
Tapping into a Network.
The ROI Network.
Developing Evaluation Targets for the Staff.
Preparing the Program Staff.
Involving the Staff.
Using ROI as a Learning Tool.
Addressing Objections to Implementation.
Teaching the Staff.
Selecting Programs for ROI Evaluation.
Preparing the Management Team.
Building an Effective Partnership Between Program Staff and Senior Management.
Enlisting Support from Top Management.
The Overall Importance of Programs.
The Impact of Programs.
The Process of Program Development and Evaluation.
Responsibilities During the Process.
Monitoring Progress and Communicating Results.
4. Sustaining the Use of the ROI Methodology: Keeping the Process on Track.
The Challenges of Sustainability.
Stages of Implementation.
Stage 1: Recognition.
Stage 2: Reservation.
Stage 3: Renewal.
Stage 4: Integration.
Actions That Sustain the ROI Methodology.
Publishing Case Studies.
Holding Annual Progress Reviews.
Calculating the ROI on Implementation of the ROI Methodology.
Reviewing Staff Roles.
Establishing Mechanisms for Continuous Improvement.
Development of Best Practices.
Best Practice 1.
Best Practice 2.
Best Practice 3.
Best Practice 4.
Best Practice 5.
Best Practice 6.
Best Practice 7.
Best Practice 8.
Best Practice 9.
Best Practice 10.
Best Practice 11.
About the Authors.