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| Preface | |
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| The Need for This Book | |
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| A Guide to Project ROI | |
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| Credibility Is Key | |
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| Audience | |
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| Target Areas for Projects | |
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| The Difference | |
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| Flow of the Book | |
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| Acknowledgments | |
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| About the Authors | |
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| Project Management Issues and Challenges | |
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| What Is Project Management? | |
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| Why Projects Fail | |
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| Project Leadership: Getting Results | |
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| Project Management Issues | |
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| Final Thoughts | |
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| The Project Management Lifecycle | |
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| The Project Management Steps | |
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| Project Management Solutions | |
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| Project Management Maturity Model | |
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| Final Thoughts | |
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| ROI Methodology Basics | |
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| Types of Data | |
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| The Initial Analysis | |
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| The ROI Process Model | |
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| Operating Standards and Philosophy | |
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| Implementing and Sustaining the Process | |
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| Benefits of This Approach | |
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| Final Thoughts | |
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| Achieving Business Alignment with the Project | |
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| Importance of Business Alignment | |
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| Determining the Potential Payoff | |
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| Determining Business Needs | |
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| Determining Performance Needs | |
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| Determining Learning Needs | |
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| Determining Preference Needs | |
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| Case Study: Southeast Corridor Bank | |
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| Developing Objectives for Projects | |
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| Final Thoughts | |
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| Measuring Reaction and Learning | |
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| The Importance of Reaction | |
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| The Importance of Learning | |
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| Sources of Data | |
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| Topics for Reaction Measures | |
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| Topics for Learning Measures | |
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| Data Collection Timing | |
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| The Challenges and Benefits of Measuring Learning | |
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| Data Collection Methods | |
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| Data Use | |
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| Final Thoughts | |
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| Measuring Application and Implementation | |
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| The Importance of Application and Implementation | |
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| Challenges | |
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| Measurement Issues | |
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| Data Collection Methods | |
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| Barriers to Application | |
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| Application Data Use | |
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| Final Thoughts | |
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| Measuring Business Impact | |
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| Project versus Project Management | |
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| The Importance of Business Impact | |
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| Collecting Effective Impact Measures | |
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| Business Performance Data Monitoring | |
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| Data Collection Methods | |
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| Measuring the Hard to Measure | |
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| Final Thoughts | |
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| Isolation of Project Impact | |
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| The Importance of This Issue | |
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| Preliminary Issues | |
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| Isolation Methods | |
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| Final Thoughts | |
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| Converting Data to Money | |
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| The Importance of Converting Data to Money | |
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| Key Steps in Converting Data to Money | |
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| Standard Monetary Values | |
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| When Standard Values Are Not Available | |
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| Technique Selection and Finalizing Value | |
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| Final Thoughts | |
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| Measuring the Intangibles | |
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| The Importance of Intangibles | |
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| Measuring and Analyzing Intangibles | |
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| Confronting Intangibles | |
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| Final Thoughts | |
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| Monitoring Project Costs and Calculating ROI | |
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| The Importance of Costs and ROI | |
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| Fundamental Cost Issues | |
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| Specific Costs to Include | |
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| Cost Classifications | |
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| The ROI Calculation | |
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| Other ROI Measures | |
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| Final Thoughts | |
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| Forecasting Value, Including ROI | |
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| The Importance of Forecasting | |
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| The Timing of Forecasting | |
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| Pre-Project ROI Forecasting | |
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| Forecasting with a Pilot Program | |
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| Forecasting ROI with Reaction Data | |
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| Forecasting ROI with Learning Data | |
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| Forecasting ROI with Application Data | |
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| Forecasting Guidelines | |
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| Final Thoughts | |
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| Reporting Results | |
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| The Importance of Communicating Results | |
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| Principles of Communicating Results | |
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| The Process for Communicating Results | |
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| The Need for Communication | |
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| The Communication Plan | |
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| The Audience for Communications | |
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| Information Development: The Impact Study | |
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| Media Selection | |
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| Reactions to Communication | |
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| Final Thoughts | |
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| Implementing and Sustaining ROI | |
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| The Importance of Sustaining the Use of ROI | |
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| Implementing the Process: Overcoming Resistance | |
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| Assessing the Climate | |
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| Developing Roles and Responsibilities | |
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| Establishing Goals and Plans | |
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| Revising or Developing Policies and Guidelines | |
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| Preparing the Project Team | |
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| Initiating ROI Studies | |
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| Preparing the Clients and Executives | |
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| Removing Obstacles | |
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| Monitoring Progress | |
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| Final Thoughts | |
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| Endnotes | |
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| Index | |