Additional Resources – ROI Basics, 2nd Edition

Additional Resources

Following are additional resources available to assist with the understanding, use, and application of the ROI Methodology presented in this book.

Additional Books From the ROI Institute

Elkeles, T., and J.J. Phillips. 2007. The Chief Learning Officer: Driving Value Within a Changing Organization Through Learning and Development. Waltham, MA: Butterworth-Heinemann.

Elkeles, T., J.J. Phillips, and P.P. Phillips. 2016. The Chief Talent Officer: Driving Value Within A Changing Organization Through Learning and Development, 2nd ed. Abingdon, UK: Routledge.

Phillips, J.J. 2003. Return on Investment in Training and Performance Improvement Projects, 2nd ed. New York: Elsevier; Waltham, MA: Butterworth-Heinemann.

Phillips, J.J., W. Brantley, and P.P. Phillips. 2011. Project Management ROI: A Step-by-Step Guide for Measuring the Impact and ROI for Projects. Hoboken, NJ: John Wiley.

Phillips, J.J., M.T. Breining, and P.P. Phillips. 2008. Return on Investment in Meetings & Events: Tools and Techniques to Measure the Success of All Types of Meetings and Events. Waltham, MA: Butterworth-Heinemann.

Phillips, J.J., V. Buzachero, P.P. Phillips, and Z.L. Phillips. 2012. Measuring ROI in Healthcare: Tools and Techniques to Measure the Impact and ROI in Healthcare Improvement Projects and Programs. New York: McGraw-Hill.

Phillips, J.J., M. Myhill, and J.B. McDonough. 2007. Proving the Value of Meetings & Events: How and Why to Measure ROI. Birmingham, AL: ROI Institute; Dallas: MPI.

Phillips, J.J., and P.P. Phillips. 2007. Show Me the Money: How to Determine ROI in People, Projects, and Programs. San Francisco: Berrett-Koehler.

Phillips, J.J., and P.P. Phillips. 2008. Beyond Learning Objectives: Develop Powerful Objectives that Link to the Bottom Line. Alexandria, VA: ASTD Press.

Phillips, J.J., and P.P. Phillips. 2008. The Measurement and Evaluation Series – ROI Fundamentals 1, Data Collection 2, Isolation of Results 3, Data Conversion 4, Costs and ROI 5, Communication and Implementation 6. New York: Pfeiffer.

Phillips, J.J., and P.P. Phillips. 2010. The Consultant’s Guide to Results-Driven Proposals. How to Write Proposals That Forecast the Impact and ROI. New York: McGraw-Hill.

Phillips, J.J., and P.P. Phillips. 2011. 10 Steps to Successful Business Alignment. Alexandria, VA: ASTD Press.

Phillips, J.J., and P.P. Phillips. 2012. Proving the Value of HR: How and Why to Measure ROI. 2nd ed. Alexandria, VA: SHRM.

Phillips, J.J., and P.P. Phillips. 2015. High-Impact Capital Strategy: Addressing the 12 Major Challenges Today’s Organizations Face. New York: AMACOM.

Phillips, J.J., and P.P. Phillips. 2015. Making Human Capital Analytics Work: Measuring the ROI of Human Capital Processes and Outcomes. New York: McGraw-Hill.

Phillips, J.J., and P.P. Phillips. 2016. Handbook of Training Evaluation and Measurement, 4th ed. New York: Routledge.

Phillips, J. J., and P.P. Phillips. 2018. The Value of Innovation: Knowing, Proving, and Showing the Value of Innovation and Creativity. Hoboken, NJ: Wiley.

Phillips, J.J., P.P. Phillips, and A. Pulliam. 2014. Measuring ROI in Environment, Health, and Safety. Hoboken, NJ: Scrivener-Wiley.

Phillips, J.J., P.P. Phillips, and R.L. Ray. 2012. Measuring Leadership Development: Quantify Your Program’s Impact and ROI on Organizational Performance. New York: McGraw-Hill.

Phillips, J.J., P.P. Phillips, and K. Smith. 2016. Accountability in Human Resource Management: Connect HR to Business Results, 2nd ed. Abingdon, UK: Routledge.

Phillips, J.J., and L. Schmidt. 2004. The Leadership Scorecard (Improving Human Performance Series). New York: Elsevier; Waltham, MA: Butterworth-Heinemann.

Phillips, J.J., and R. Stone. 2001. The Human Resources Scorecard: Measuring Return on Investment. New York: Elsevier; Waltham, MA: Butterworth-Heinemann.

Phillips, J.J., and R. Stone. 2002. How to Measure Training Results: A Practical Guide to Tracking the Six Key Indicators. New York: McGraw-Hill.

Phillips, J.J., W.D. Trotter, and P.P. Phillips. 2015. Maximizing the Value of Consulting: A Guide for Internal and External Consultants. Hoboken, NJ: Wiley.

Phillips, P.P, ed. 2001. Measuring Return on Investment (In Action), vol. 3. Alexandria, VA: ASTD Press.

Phillips, P.P. 2017. The Bottomline on ROI: Benefits and Barriers to Measuring Learning, Performance Improvement, and Human Resources Programs, 3rd ed. West Chester, PA: HRDQ.

Phillips, P.P., and J.J. Phillips. 2007. The Value of Learning: How Organizations Capture Value and ROI and Translate Them into Support, Improvement, and Funds. New York: Pfeiffer.

Phillips, P.P., and J.J. Phillips. 2011. The Green Scorecard: Measuring the Return on Investment in Sustainability Initiatives. Boston: Nicholas Brealey.

Phillips, P.P., and J.J. Phillips. 2013. Survey Basics: A Complete How-to Guide to Help You: Design Surveys and Questionnaires, Analyze Data and Display Results, and Identify the Best Survey Tool for Your Needs. Alexandria, VA: ASTD Press.

Phillips, P.P., and J.J. Phillips. 2016. Real World Evaluation Training: Navigating Common Constraints for Exceptional Results. Alexandria, VA: ATD Press.

Phillips, P.P., and J.J. Phillips. 2017. The Business Case for Learning: Using Design Thinking to Deliver Business Results and Increase the Investment in Talent Development. West Chester, PA: HRDQ; Alexandria, VA: ATD Press

Phillips, P.P., J.J. Phillips, G. Paone, and C. Huff-Gaudet. 2019. Value for Money: How to Show the Value for Money for All Types of Projects and Programs in Governments, Non-Governmental Organizations, Nonprofits, and Businesses. Hoboken, NJ: Wiley.

Phillips, P.P., J.J. Phillips, R. Stone, and H. Burkett. 2006. The ROI Fieldbook: Strategies for Implementing ROI in HR and Training. Waltham, MA: Butterworth-Heinemann.

Robinson, D.G., J.C. Robinson, J.J. Phillips, P.P. Phillips, and D. Handshaw. 2015. Performance Consulting: A Strategic Process to Improve, Measure, and Sustain Organizational Results, 3rd ed. Oakland, CA: Berrett-Koehler.

Case Studies Describing ROI Application

Elkeles, T., P.P. Phillips, and J.J. Phillips. 2014. Measuring the Success of Learning Through Technology: A Step-by-Step Guide for Measuring Impact and ROI on E-Learning, Blended Learning, and Mobile Learning. Alexandria, VA: ASTD Press.

Phillips, J.J., ed. 1994. Measuring Return on Investment (In Action), vol. 1. Alexandria, VA: ASTD Press.

Phillips, J.J., ed. 1997. Measuring Return on Investment (In Action), vol. 2. Alexandria, VA: ASTD Press.

Phillips, J.J., ed. 1998. Implementing Evaluation Systems and Processes (In Action). Alexandria, VA: ASTD Press.

Phillips, J.J., ed. 2000. Performance Analysis and Consulting (In Action). Alexandria, VA: ASTD Press.

Phillips, J.J., and P.P. Phillips. 2006. ROI at Work: Best Practice Case Studies From the Real World. Alexandria, VA: ASTD Press.

Phillips, J.J., and P.P. Phillips. 2010. Measuring for Success: What CEOs Really Think About Learning Investments. Birmingham, AL: ROI Institute; Alexandria, VA: ASTD Press.

Phillips, J.J., P.P. Phillips, and L. Zuniga. 2013. Measuring the Success of Organization Development: A Step-by-Step Guide for Measuring Impact and Calculating ROI. Alexandria, VA: ASTD Press.

Phillips, J.J., and P.P. Phillips. 2014. Measuring ROI in Employee Relations and Compliance. Alexandria, VA: SHRM.

Phillips, P.P., ed. 2001. Measuring Return on Investment (In Action), vol. 3. Alexandria, VA: ASTD Press.

Phillips, P.P., and J.J. Phillips. 2002. Measuring ROI in the Public Sector (In Action). Alexandria, VA: ASTD Press.

Phillips, P.P., and J.J. Phillips. 2008. ROI in Action Casebook. New York: Pfeiffer.

Phillips, P.P., and J.J. Phillips. 2012. Measuring the Success of Coaching: A Step-by-Step Guide for Measuring Impact and Calculating ROI. Alexandria, VA: ASTD Press.

Phillips, P.P., and J.J. Phillips. 2012. Measuring ROI in Learning and Development: Case Studies from Global Organizations. Alexandria, VA: ASTD Press.

Phillips, P.P., and J.J. Phillips. 2013. Measuring the Success of Sales Training: A Step-by-Step Guide for Measuring Impact and Calculating ROI. Alexandria, VA: ASTD Press.

Phillips, P.P., J.J. Phillips, and R.L. Ray. 2015. Measuring the Success of Leadership Development: A Step-by-Step Guide for Measuring Impact and Calculating ROI. Alexandria, VA: ATD.

Phillips, P.P., and J.J. Phillips. 2016. Measuring the Success of Employee Engagement: A Step-by-Step Guide for Measuring Impact and Calculating ROI. Alexandria, VA: ATD Press.

Phillips, P.P., and J.J. Phillips. 2018. Value for Money: Measuring the Return on Non-Capital Investments. Birmingham, AL: BWE Press.

Pope, C., and J.J. Phillips, eds. 2001. Implementing E-learning Solutions (In Action). Alexandria, VA: ASTD Press.

Schmidt, L., and J.J. Phillips, eds. 2003. Implementing Training Scorecards (In Action). Alexandria, VA: ASTD Press.

TD at Work (formerly Infoline): The How-to Reference Tool for Training and Performance Professionals

The TD at Work series from ATD offers tools, templates, and job aids on a variety of topics. The following focus on each of the five levels of evaluation discussed in this book:

American Society for Training & Development (ASTD). 2009. “The Four Levels of Evaluation + ROI.” Infoline. Alexandria, VA: ASTD Press.

Anand, P. 2017. “Executive Dashboards to Win Over the C-Suite.” TD at Work. Alexandria, VA: ATD Press.

Association for Talent Development (ATD). 2015. “Train the Trainer Volume 4: Measurement and Evaluation: Essentials for Measuring Training Success.” TD at Work. Alexandria, VA: ATD Press.

Burkett, H. 2013. “10 Tactics for a Sustainable Evaluation Process.” Infoline. Alexandria, VA: ASTD Press.

Burkett, H., and P.P. Phillips. 2001. “Managing Evaluation Shortcuts.” Infoline. Alexandria, VA: ASTD Press.

DeTuncq, T. 2012. “Demystifying Measurement & Evaluation.” Infoline. Alexandria, VA: ASTD Press.

Downs, L. 2015. “Managing Learning Programs.” TD at Work. Alexandria, VA: ATD Press.

Glynn, K., and D. Tolsma. 2017. “Design Thinking Meets ADDIE.” TD at Work. Alexandria, VA: ATD Press.

Guerra-López, L., and K. Hicks. 2015. “Turning Trainers into Strategic Business Partners.” TD at Work. Alexandria, VA: ATD Press.

Levenson, A. 2016. “Measuring and Maximizing the Impact of Talent Development.” TD at Work. Alexandria, VA: ATD Press.

Neal, B. 2014. “How to Develop Training Quality Standards.” Infoline. Alexandria, VA: ASTD Press.

Novak, C. 2012. “Making the Financial Case for Performance Improvement.” Infoline. Alexandria, VA: ASTD Press.

Phillips, J.J., W. Jones, and C. Schmidt. 1999. “Level 3 Evaluation: Application.” Infoline. Alexandria, VA: ASTD Press.

Phillips, J.J., and P.P. Phillips. 1998. “Level 5 Evaluation: Mastering ROI.” Infoline. Alexandria, VA: ASTD Press.

Phillips, J.J., R. Shriver, and H.S. Giles. 1999. “Level 2 Evaluation: Learning.” Infoline. Alexandria, VA: ASTD Press.

Phillips, J.J., and R.D. Stone. 1999. “Level 4 Evaluation: Business Results.” Infoline. Alexandria, VA: ASTD Press.

Phillips, J.J., J.O. Wright, and S.I. Pettit-Sleet. 1999. “Level 1 Evaluation: Reaction and Planned Action.” Infoline. Alexandria, VA: ASTD Press.

Phillips, P.P., and J.J. Phillips. 2003. “Evaluation Data: Planning and Use.” Infoline. Alexandria, VA: ASTD Press.

Spitzer, D., and M. Conway. 2002. “Link Training to the Bottom Line.” Infoline. Alexandria, VA: ASTD Press.

Waagen, A. 1997. “Essentials for Evaluation.” Infoline. Alexandria, VA: ASTD Press.

Books on Data Visualization

Few, S. 2012. Show Me the Numbers: Designing Tables and Graphs to Enlighten, 2nd ed. Burlingame, CA: Analytics Press.

Knaflic, C.N. 2015. Storytelling With Data: A Data Visualization Guide for Business Professionals. Hoboken, NJ: Wiley Publishing.

Tufte, E.R. 1990. Envisioning Information. Cheshire, CT: Graphics Press.

Tufte, E.R. 1997. Visual Explanations: Images and Quantities, Evidence and Narrative. Cheshire, CT: Graphics Press.

Wilke, C.O. 2019. Fundamentals of Data Visualization: A Primer on Making Informative and Compelling Figures. Sebastopol, CA: O’Reilly Media.