Call for Case Studies

Call for ROI Case Studies

Using the ROI Methodology to Show the Impact of People, Programs, and Projects for Show Me the Money Casebook

The Need ROI Institute needs a few case studies to publish in a new book, Show Me the Money Casebook. This book will be a companion to the best selling book Show Me the Money: How to Determine ROI in People, Projects, and Programs, by Jack J. Phillips and Patricia Pulliam Phillips. These case studies will explain in detail how a particular project or program has been evaluated using the ROI Methodology. It is anticipated that this book would be very high profile and reach bestseller status for the publisher, Berrett-Koehler.

The Application Show Me the Money Casebook is geared toward a variety of functional areas in organizations. These studies may include but are not limited to projects or programs in the following areas:

Human Resources/Human Capital
Operations/Methods/Engineering Learning and Development/Performance Improvement
Research and Development/Innovation Technology/IT Systems
Finance/Control Meetings/Events
Logistics/Distribution/Supply Chain Sales/Marketing
Public Policy Initiatives Ethics/Compliance
Project Management Solutions
Social Programs
Quality/Six Sigma/Lean Six Sigma Charitable Projects
Public Relations/Community Affairs/Government Relations

ROI studies for projects or programs in any of these areas would be welcomed for consideration in this new publication.

The Requirements Case studies for publication should meet basic requirements. These studies should:

• Collect multiple data sets, including reaction, learning, application, impact, ROI, and intangibles.

• Include a method to isolate the effects of the project or program from other factors.

• Adhere to the standards of the ROI Methodology.

Please see our Case Study Guidelines for complete details. The presentation of the case study should be in the range of 10-25 pages and will contain the following sections:

1. Abstract – about 100 words describing the case study

2. Background/Setting

3. Factors that led to the decision to conduct the ROI study

4. Evaluation Planning

5. Program Implementation Issues

6. Data Collection Issues

7. Results – Reaction

8. Results – Learning

9. Results – Application (including barriers and enablers)

10. Results – Impact (including the method of isolation and methods of data conversion)

11. Costs

12. Results – ROI

13. Results – Intangibles

14. Conclusion

15. Recommendations

16. Lessons Learned

17. Questions for Discussion

18. Author Bio

Contact For additional information, please contact Michelle Segrest, Publishing Manager, ROI Institute, michelle@roiinstitute.net, 205-678-8101.