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1. During this ROI Certification course, you are applying what you learn to create your program evaluation plan. You are completing the Evaluation Planning phase of the four-phase ROI Methodology process that you see below. This process model integrates the eight principles of design thinking and the 12 guiding principles of the ROI Methodology that you see to the right of the ROI Methodology process. The evaluation methodology you will learn how to plan is principles-driven.
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2. You will use this Evaluation Planning Workbook during this course to chose the appropriate program you will evaluate and plan how you to evaluate that program using the other three phases of this ROI Methodology process.
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3. Using what you plan with the Evaluation Planning Workbook, you can now craft a convincing business case that will result in the right decision-maker(s) approving, supporting, and funding your evaluation plan.
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Design Thinking PrinciplesROI Methodology 12 Guiding Principles
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1Tell the Complete Chain-of-Impact Story of Program Success
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When conducting a higher level of evaluation, collect data at lower levels.
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2Conserve Resources for Higher-Level Evaluations
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When conducing a higher-level evaluation, do not be so comprehensive at the lower levels.
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3Use the Most Credible Sources
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When collecting and analyzing data, use only the most credible sources.
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4Choose the Most Conservative Alternative
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When analyzing data, select the most conservative alternative for calculations.
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5Give Credit Where Credit Is Due
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Use at least one method to isolate the effects of the solution.
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6Make No Assumptions for Non-Respondents
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If no improvement data are available for a population or from a specific source, assume that no improvement has occurred.
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7Adjust Estimates for Error
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Adjust estimates of improvements for the potential error in the estimates.
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8Omit the Extremes
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Extreme data items and unsupported claims should not be used in ROI calculations.
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9Report First-Year Benefits Only for Short-Term Programs
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Use only the first year of annual benefits in the ROI analysis of short-term solutions.
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10Account for All Program Costs
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Fully load costs of the solution when analyzing ROI.
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11Report Intangible Benefits
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Template provided by ROI Institute, Inc. © ROI Institute, Inc.Define intangible measures that are purposely not converted to monetary values.
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12Communicate and Use Evaluation Data
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Communicate results from the ROI Methodology to all key stakeholders.
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