,Value for Money
Measuring the Return on
Non-Capital Investments
Analytics in Action
ROI Case Studies
Volume I
Patricia Pulliam Phillips, Ph.D.
and
Jack J. Phillips, Ph.D.
With the Assistance of Hope Nicholas
P.O. Box 380637
Birmingham, AL 35238-0637
www.roiinstitute.net
,The case studies presented in this book have been previously published in the following publications
and are reprinted here with permission.
Chapter 8, 18, and 25
Phillips, P.P., Phillips, J. J., Ray, R., Measuring the Success of Employee Engagement
(ATD, Alexandria, VA, 2016)
Chapters 13
Phillips, P.P., Phillips, J.J., and Edwards, L.A. Measuring the Success of Coaching (ASTD,
2012)
Chapter 14
Phillips, P.P., Zuniga, L., Phillips, J.J., Measuring the Success of Organizational
Development (ASTD, 2013)
Chapter 15, 16, and 19
Phillips, P.P., Phillips, J.J, Ray, R., Measuring the Success of Leadership Development
(ATD, 2015)
Chapter 17 and 21
Elkeles, T., Phillips, P.P., Phillips, J.J., Measuring the Success of Learning Through
Technology (ASTD, 2014)
Chapter 20
Phillips, J. J., Phillips, P.P., Proving the Value of HR, 2nd ed. (SHRM, 2012)
Chapter 22, 23, and 24
Phillips, P.P., Phillips, J.J., Robinson, R., Measuring the Success of Sales Training, (ASTD,
2013)
© 2018 ROI Institute, Inc.
All rights reserved.
No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any
form or by any means—electronic, mechanical, photocopying, recording, or otherwise—without the
prior written permission of the publisher.
ISBN-13: 978-0-9790285-5-7
ISBN-10: 0-9790285-5-8
Printed by AGS, an R.R. Donnelley & Sons Company
Published by Business Writers Exchange Press
Distributed by ROI Institute, Inc.
Cover Design by Hannah O’Toole
Edited by Hope Nicholas, Director of Publications, and Katelyn Parmley, Client Relationship
Manager, ROI Institute.
PO Box 380637
Birmingham, AL 35238-0637
, Table of Contents
Volume 1
Preface vii
About the Authors ix
ROI Methodology xi
How to Use this Casebook xx
Chapter 1
Measuring ROI in Sexual Harassment Prevention
Healthcare 1
Chapter 2
Forecasting ROI in Machine Operator Training
Canadian Valve Company 19
Chapter 3
Measuring ROI in Stress Management
Midwest Electric, Inc. 31
Chapter 4
Measuring ROI in a Safety Incentive Program
National Steel 59
Chapter 5
Measuring ROI in an eLearning Sales Program
United Petroleum International 69
Chapter 6
Measuring ROI in Performance Management Training
Cracker Box, Inc. 87
Chapter 7
Measuring ROI in Interactive Selling Skills
Retail Merchandising Company 109
Chapter 8
Measuring ROI in Engagement Linked to Retention Improvement
Southeast Corridor Bank 127
Chapter 9
Measuring ROI in a Masters Degree Program
Federal Information Agency 149
Chapter 10
Measuring ROI in an Absenteeism Reduction Program
Metro Transit Authority 173
Table of Contents iii
Measuring the Return on
Non-Capital Investments
Analytics in Action
ROI Case Studies
Volume I
Patricia Pulliam Phillips, Ph.D.
and
Jack J. Phillips, Ph.D.
With the Assistance of Hope Nicholas
P.O. Box 380637
Birmingham, AL 35238-0637
www.roiinstitute.net
,The case studies presented in this book have been previously published in the following publications
and are reprinted here with permission.
Chapter 8, 18, and 25
Phillips, P.P., Phillips, J. J., Ray, R., Measuring the Success of Employee Engagement
(ATD, Alexandria, VA, 2016)
Chapters 13
Phillips, P.P., Phillips, J.J., and Edwards, L.A. Measuring the Success of Coaching (ASTD,
2012)
Chapter 14
Phillips, P.P., Zuniga, L., Phillips, J.J., Measuring the Success of Organizational
Development (ASTD, 2013)
Chapter 15, 16, and 19
Phillips, P.P., Phillips, J.J, Ray, R., Measuring the Success of Leadership Development
(ATD, 2015)
Chapter 17 and 21
Elkeles, T., Phillips, P.P., Phillips, J.J., Measuring the Success of Learning Through
Technology (ASTD, 2014)
Chapter 20
Phillips, J. J., Phillips, P.P., Proving the Value of HR, 2nd ed. (SHRM, 2012)
Chapter 22, 23, and 24
Phillips, P.P., Phillips, J.J., Robinson, R., Measuring the Success of Sales Training, (ASTD,
2013)
© 2018 ROI Institute, Inc.
All rights reserved.
No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any
form or by any means—electronic, mechanical, photocopying, recording, or otherwise—without the
prior written permission of the publisher.
ISBN-13: 978-0-9790285-5-7
ISBN-10: 0-9790285-5-8
Printed by AGS, an R.R. Donnelley & Sons Company
Published by Business Writers Exchange Press
Distributed by ROI Institute, Inc.
Cover Design by Hannah O’Toole
Edited by Hope Nicholas, Director of Publications, and Katelyn Parmley, Client Relationship
Manager, ROI Institute.
PO Box 380637
Birmingham, AL 35238-0637
, Table of Contents
Volume 1
Preface vii
About the Authors ix
ROI Methodology xi
How to Use this Casebook xx
Chapter 1
Measuring ROI in Sexual Harassment Prevention
Healthcare 1
Chapter 2
Forecasting ROI in Machine Operator Training
Canadian Valve Company 19
Chapter 3
Measuring ROI in Stress Management
Midwest Electric, Inc. 31
Chapter 4
Measuring ROI in a Safety Incentive Program
National Steel 59
Chapter 5
Measuring ROI in an eLearning Sales Program
United Petroleum International 69
Chapter 6
Measuring ROI in Performance Management Training
Cracker Box, Inc. 87
Chapter 7
Measuring ROI in Interactive Selling Skills
Retail Merchandising Company 109
Chapter 8
Measuring ROI in Engagement Linked to Retention Improvement
Southeast Corridor Bank 127
Chapter 9
Measuring ROI in a Masters Degree Program
Federal Information Agency 149
Chapter 10
Measuring ROI in an Absenteeism Reduction Program
Metro Transit Authority 173
Table of Contents iii
