Allstate Insurance

1

• Allstate Insurance
• Amazon.com
• Apple Computer
• ATT
• Bank of America
• Bristol-Myers Squibb
• Dell Computers
• Deloitte Touche
• Delta Airlines
• Federal Express
• General Motors

• Georgia Pacific
• Home Depot
• Intel
• Lockheed Martin
• Motorola
• NASA
• NCR
• Nextel
• Shell Oil
• Singapore Airlines
• Verizon

• US Department of Defense
• US Department of Navy
• US Internal Revenue Service
• US National Security Agency
• US Department of VA

2
WHAT is ROI approach?
LEVELS

• A comprehensive and systematic performance-based
  process that generates six types of measures
• Reaction, Satisfaction
• Learning
• Application and Implementation
• Business Impact
• Return on Investment (ROI)
• Intangible Measures
• This balanced approach to measurement includes a
  technique to isolate the effects of the program
  or solution.

• REACTION PLANNED ACTION
• LEARNING
• APPLICATION
• IMPACT

KIRKPATRICK

• RETURN ON INVESTMENT

3
WHERE can ROI be applied?
To ALL programs? Why not? Which do
I choose?

• Case studies based on the following areas
  exemplify the application of ROI evaluation
  techniques
• Performance Improvement
• Training and Learning Solutions
• Organizational Development
• Human Resource Programs
• Change Initiatives
• Technology Implementation
• While only a limited number of these cases
  resulted in a positive ROIs, all cases have
  benefited from using ROI data.

ROI evaluation can be costly and time consuming.
5-10 of programs
Select programs based on a pre-determined set of
criteria.
4
WHY use ROI?
THE PAYOFF IS HUGE! FINANCIAL MORE
SUPPORT KNOW SUCCESS
Organizations that have chosen ROI evaluation for
their programs can

• Show business contribution for their solutions
• Earn the respect and support of senior management
• Eliminate inefficiencies and improve processes
• Identify programs that need to be redesigned or
  eliminated
• Understand how a successful program looks and use
  it as a standard for the organization.