| Lecture # |
Subject Title |
Presenter |
| Module 1 — Why ROI? |
| 1 |
How to Get the Most Out of This Workshop |
Jack Phillips, PhD and
Patti Phillips, PhD |
| 2 |
ROI Certification: What it Means |
Jack Phillips, PhD and
Patti Phillips, PhD |
| 3 |
Current Assessment |
Ted Garnett, CRP |
| 4 |
Activity-Based vs. Results-Based |
Jack Phillips, PhD |
| 5 |
The Emerging View of Human Capital |
Jack Phillips, PhD |
| 6 |
Why the Interest in ROI? |
Jack Phillips, PhD |
| 7 |
Case Study: Apex, Inc |
Ted Garnett, CRP |
| 8 |
Comparison of Approaches to Measure HR Contribution |
Jack Phillips, PhD |
| 9 |
Exercise: Measuring the HR Contribution Status and Targets |
Jack Phillips, PhD |
| 10 |
Leading Edge Approaches to Measuring HR |
Jack Phillips, PhD |
| 11 |
Recommendations for Measurement Categories |
Jack Phillips, PhD |
| 12 |
Case Study: Global Communications, Inc. |
Patti Phillips, PhD |
| 13 |
Setting the Investment Level: The First Three Strategies |
Jack Phillips, PhD |
| 14 |
Setting the Investment Level: The 4th and 5th Strategies |
Jack Phillips, PhD |
| 15 |
Valuing Human Capital |
Jack Phillips, PhD |
| Module 2 — Overview of the ROI Methodology |
| 16 |
Exercise: The Results |
Ted Garnett, CRP |
| 17 |
Case Study: Reliance Insurance |
Ron D. Stone, CRP |
| 18 |
ROI Application and Use |
Jack Phillips, PhD |
| 19 |
Key Elements of ROI |
Patti Phillips, PhD |
| 20 |
Evaluation Framework |
Patti Phillips, PhD |
| 21 |
Matching Levels of Evaluation With Objectives |
Patti Phillips, PhD |
| 22 |
Developing Objectives |
Ron D. Stone, CRP |
| 23 |
Evaluation Planning |
Lizette Zuniga, PhD |
| 24 |
Collecting Data During the Program |
Lizette Zuniga, PhD |
| 25 |
Collecting Post Program Data |
Lizette Zuniga, PhD |
| 26 |
Case Study: International Sales |
Jack Phillips, PhD |
| 27 |
Isolating the Effects of the Program: Objective Methods |
Jack Phillips, PhD |
| 28 |
Isolating the Effects of the Program: Subjective Methods |
Jack Phillips, PhD |
| 29 |
Converting Data to Monetary Value |
Patti Phillips, PhD |
| 30 |
Converting Data to Monetary Value: Relationships and Estimates |
Patti Phillips, PhD |
| 31 |
Calculating the Costs of the Program |
Patti Phillips, PhD |
| 32 |
Identifying Intangibles |
Ted Garnett, CRP |
| 33 |
Calculating the ROI |
Patti Phillips, PhD |
| 34 |
Reporting Results |
Patti Phillips, PhD |
| 35 |
Implementation Issues |
Patti Phillips, PhD |
| 36 |
Case Study: Utility Services Company |
Jack Phillips, PhD |
| Module 3 — Initial Analysis and Planning |
| 37 |
Case Study: Regional Public Utility |
Jack Phillips, PhD |
| 38 |
Linking Needs Assessment With Evaluation |
Ted Garnett, CRP |
| 39 |
Case Studies: Nissan, Wachovia Bank, Metro Hospital,
Regional Health Center, and Department of Internal Affairs |
Jack Phillips, PhD |
| 40 |
Case Study: International Car Rental |
Jack Phillips, PhD |
| 41 |
Revisiting the Analysis for Your Program |
Ron D. Stone, CRP |
| 42 |
Developing Objectives |
Jack Phillips, PhD |
| 43 |
Developing Your Own Objectives |
Jack Phillips, PhD |
| 44 |
Evaluation Planning: The Meeting |
Jack Phillips, PhD |
| 45 |
Completing the Data Collection Plan |
Patti Phillips, PhD |
| 46 |
Completing the ROI Analysis Plan |
Patti Phillips, PhD |
| 47 |
Case Study: Global Financial Services (Parts A & B) |
Lizette Zuniga, PhD |
| Module 4 — Case Study |
| 48 |
Case Study: Retail Merchandise |
Patti Phillips, PhD |
| 49 |
Data Collection: Retail Merchandise |
Patti Phillips, PhD |
| 50 |
ROI Analysis: Retail Merchandise |
Patti Phillips, PhD |
| 51 |
The Business Case for Emotional Intelligence |
Patti Phillips, PhD |
| 52 |
How to Make Evaluation Work |
Jack Phillips, PhD |