ROI Solution Center

Methodology

The ROI Methodology™ is used in thousands of cases each year in more than 50 countries. The process prescribes five evaluation levels along with a disciplined step-by-step approach to planning, collecting data, summarizing and processing data, isolating the effects of program, converting data to monetary value and calculating ROI.

ROI Fact Sheet
ROI Methodology™ Process

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ROI Methodology is a comprehensive measurement and evaluation process that includes techniques to isolate
the effects of a program and collects six types of measures:

  1. Reaction and Planned Action
  2. Understanding and Confidence
  3. Application and Learning
  4. Business Impact
  5. Return on Investment
  6. Intangible Benefits

Why Measure Results?

Measuring results provides valuable insight that can drive evidence-based continuous
improvement and create the following payoffs:

  • Align programs to business need
  • Show contributions of selected programs
  • Earn respect of senior management
  • Enhance program design, implementation and operation
  • Defend existing budgets
  • Justify future programs
  • Improve support for programs
  • Identify inefficient programs that need to be redesigned or eliminated
  • Identify successful programs, and/or key elements, that can be implemented in other areas

Which Programs to Evaluate

Measure all engagement initiatives at Level One or higher. Use the following criteria to
determine what programs should be measured at higher levels.

  • Life cycle of the program
  • Linkage of program to organizational goals
  • Management’s interest in the evaluation
  • Strategic importance of program
  • Cost of the program
  • Size of the target population
  • Investment of time required

Implementation Commitments

Successful implementations of ROI projects will benefit from the following commitments:

  • A policy statement concerning results-based programs
  • Procedures and guidelines for different elements and techniques of the evaluation process
  • Meetings and formal sessions to develop staff familiarity with the ROI Methodology
  • Mechanisms to provide technical support for questionnaire design, data, analysis, and evaluation strategy
  • Specific techniques to place more attention on results

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