| Lecture # |
Subject Title |
Presenter |
| Module 1 — Review and Data Collection |
| 1 |
How to Get the Most Out of This Workshop |
Jack Phillips, PhD |
| 2 |
ROI Process Model |
Patti Phillips, PhD |
| 3 |
Guiding Principles |
Patti Phillips, PhD |
| 4 |
Data Collection Issues and Levels |
Jack Phillips, PhD |
| 5 |
Matching Method to Situations |
Patti Phillips, PhD |
| 6 |
Survey/Questionnaire Design |
Ted Garnett, CRP |
| 7 |
Interview Design |
Ted Garnett, CRP |
| 8 |
Test Design |
Jack Phillips, PhD |
| 9 |
Focus Group Design |
Ted Garnett, CRP |
| 10 |
Observation |
Ted Garnett, CRP |
| 11 |
Performance Monitoring |
Ted Garnett, CRP |
| 12 |
Validity |
Jack Phillips, PhD |
| 13 |
Reliability |
Jack Phillips, PhD |
| 14 |
Sources and Timing of Data |
Patti Phillips, PhD |
| 15 |
Collecting Reaction Data |
Patti Phillips, PhD |
| 16 |
Collecting Learning Data |
Jack Phillips, PhD |
| 17 |
Data Collection Exercise |
Patti Phillips, PhD |
| 18 |
Action Plans and Performance Contracts |
Ron D. Stone, CRP |
| 19 |
Measuring Impact |
Jack Phillips, PhD |
| 20 |
Improving Response Rates |
Patti Phillips, PhD |
| 21 |
Selecting the Appropriate Method |
Jack Phillips, PhD |
| Module 2 — Isolating the Effects of the Program |
| 22 |
First Bank |
Ted Garnett, CRP |
| 23 |
Matching Techniques |
Jack Phillips, PhD |
| 24 |
Financial Services, Inc. |
Jack Phillips, PhD |
| 25 |
Control Group Arrangements |
Jack Phillips, PhD |
| 26 |
Micro Electronics |
Jack Phillips, PhD |
| 27 |
Trend Line Analysis |
Ted Garnett, CRP |
| 28 |
Woody’s and Forecasting |
Jack Phillips, PhD |
| 29 |
National Bank |
Ron D. Stone, CRP |
| 30 |
Participant’s Estimates |
Jack Phillips, PhD |
| 31 |
Credibility of Data |
Ron D. Stone, CRP |
| 32 |
Other Isolation Methods |
Ron D. Stone, CRP |
| 33 |
National Computer Company (A) |
Jack Phillips, PhD |
| 34 |
National Computer Company (B) |
Jack Phillips, PhD |
| 35 |
National Computer Company (C) |
Jack Phillips, PhD |
| 36 |
National Computer Company (D) |
Jack Phillips, PhD |
| 37 |
Multinational (A) |
Patti Phillips, PhD |
| 38 |
Multinational (B) |
Patti Phillips, PhD |
| Module 3 — Converting Data to Money |
| 39 |
Hard vs. Soft Data |
Ron D. Stone, CRP |
| 40 |
Data Conversion Steps |
Ron D. Stone, CRP |
| 41 |
Matching Exercise |
Patti Phillips, PhD |
| 42 |
Converting Data Exercise |
Jack Phillips, PhD |
| 43 |
Standard Values |
Ted Garnett, CRP |
| 44 |
Using Records and Reports |
Jack Phillips, PhD |
| 45 |
Use of Experts |
Jack Phillips, PhD |
| 46 |
Using Data Bases |
Jack Phillips, PhD |
| 47 |
Linking Relationships |
Jack Phillips, PhD |
| 48 |
Estimates |
Jack Phillips, PhD |
| 49 |
Example |
Jack Phillips, PhD |
| 50 |
Questions to Ask |
Ron D. Stone, CRP |
| 51 |
Time Frame for Benefits |
Jack Phillips, PhD |
| 52 |
Time Value Adjustment |
Jack Phillips, PhD |
| 53 |
Total Fitness Company |
Patti Phillips, PhD |
| 54 |
When Not to Convert |
Patti Phillips, PhD |
| Module 4 — Tabulating Cost and Calculating ROI |
| 55 |
Why Track Costs? |
Ted Garnett, CRP |
| 56 |
How Much Should You Spend? |
Jack Phillips, PhD |
| 57 |
Cost Categories |
Patti Phillips, PhD |
| 58 |
Prorating Cost |
Patti Phillips, PhD |
| 59 |
Overhead Allocations |
Jack Phillips, PhD |
| 60 |
Cost Classifications and Cost Estimating |
Patti Phillips, PhD |
| 61 |
Federal Information Agency (A and B) |
Patti Phillips, PhD |
| 62 |
Calculating the BCR, ROI, and Payback Period |
Jack Phillips, PhD |
| 63 |
Proper Use of ROI |
Patti Phillips, PhD |
| 64 |
Cautions When Using ROI |
Patti Phillips, PhD |
| 65 |
Healthcare, Inc. Part A |
Jack Phillips, PhD |
| 66 |
Healthcare, Inc. Part B |
Jack Phillips, PhD |
| 67 |
Healthcare, Inc. Part C |
Jack Phillips, PhD |
| 68 |
Wisdom of Crowds |
Jack Phillips, PhD |
| 69 |
Intangible Measures |
Jack Phillips, PhD |
| 70 |
Course Conclusion and Next Steps |
Patti Phillips, PhD |