ROI Institute
 
ROI Methodology ™
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Phillips ROI Methodology™ . . .

. . . is a comprehensive measurement and evaluation process that collects six types of measures:

  • Reaction, Satisfaction, and Planned Action
  • Learning
  • Application and Implementation
  • Business Impact
  • Return on Investment
  • Intangible Measures

The process provides a step-by-step system for evaluation and planning, data collection, data analysis, and reporting.  This balanced approach to measurement and evaluation includes techniques to isolate the effects of the program or solution, to convert data to monetary values, and to identify and deal with intangibles.  To see a graphic depiction of the ROI Methodology and to read about the process in more detail click here.

The ROI Methodologyis appropriate for the measurement and evaluation of all kinds of performance improvement programs and activities, including training and development, learning, human resources, coaching, meetings and events, technology, consulting, and project management. The Methodology works in corporate environments, public sector settings, and organizational contexts.

Use our interactive Self Assessment tools to ascertain the status of performance improvement programs in your business or organization and to evaluate your understanding of ROI.

Are you asking . . .

Do I have to be a whiz at statistics to use the ROI Methodology?   

     Won't ROI be too complicated for me?

          Is ROI appropriate for all programs in my department?       

               Can we forecast a project's  ROI?


Click FAQ to find answers to these and other Frequently Asked Questions!

For more information please reach us by email or by phone at 205-678-8101.



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