Using the most successful evaluation system in the world for measuring impact and ROI--the ROI Methodology--learn how to measure the success of all business programs and projects involving environmental initiatives, health-related programs for employees and citizens, and various safety programs in all types of settings
Few topics are more important than the health and safety of employees, associates, and citizens. Organizations focus a tremendous amount of money/resources on maintaining a zero-harm approach to its employees, the greater community, and the surrounding environment. At the same time, organizations are implementing many types of wellness and fitness programs ensuring that employees remain healthy, safe, and productive. Measuring ROI in Environment, Health, and Safety shows how to measure the success of all types of programs and projects involving environmental initiatives, health-related programs for employees and citizens, and various safety programs in all types of settings.
Environmental efforts, or green projects, can represent value for organizations. Eighty percent can deliver a positive ROI, and the other 20 percent are often required by regulation. In either case, it is critical to understand whether or not these projects are working. This new book will show step-by-step how to measure the success of many types of green programs. Within an organization, responsibility for environment, health, and safety is often under the direction of the same executive team. Their concern is always about how well the programs are working and, more importantly, what can be done to ensure that they are more successful.
ROI in Environment, Health, and Safety introduces the ROI Methodology, now used by over 4,000 organizations, and the most successful and utilized evaluation system in the world for measuring program impact and ROI. It shows step-by-step how to capture the reaction to the various initiatives and programs a firm may institute, the learning necessary to make them successful, progress in terms of application and implementation, the specific business impact measures driven by these programs, and, finally, the financial ROI. Along the way, data is collected for process improvement to ensure that if certain programs are not working, they can be adjusted for success.
Autorentext
Dr. Jack J. Phillips, PhD, is Chairman of the ROI Institute and a world-renowned expert on measurement and evaluation. Phillips provides consulting services for Fortune 500 companies and workshops for major conference providers worldwide. Phillips is also the author or editor of more than 30 books and more than 100 articles. His work has been featured in the Wall Street Journal, Bloomberg Businessweek, Fortune, and on CNN.
Dr. Patricia Pulliam Phillips, PhD, is an internationally recognized author, consultant, and President and CEO of the ROI Institute. Phillips provides consulting services to organizations worldwide. She helps organizations build capacity when using the ROI Methodology by facilitating the ROI certification process and teaching the ROI Methodology in workshops and graduate-level courses.
Al Pulliam, MSPH, is a veteran environment, occupational health and safety professional with over 20 years experience, which includes EHS management in heavy manufacturing, industrial construction, commercial construction, and consulting. He is currently on an extended contract assignment in the aerospace industry. He holds a master of science in public health from the Tulane University School of Public Health and Tropical Medicine.
Inhalt
Preface xxi
List of Authors xxxi
1 Environment, Health and Safety is Everywhere 1
1.1 The New Role of EHS 2
1.2 Environmental Initiatives 2
1.3 Safety Initiatives 6
1.4 Health and Fitness 13
1.5 Managing Change in EHS 17
1.6 Final Thoughts 19
2 Is It Worth It? 21
2.1 EHS Killers 22
2.2 Value Redefi ned 28
2.3 Why Now? 31
2.4 EHS Chain of Impact 35
2.5 Shortcomings of Current Measurement and Evaluation Systems 38
2.6 EHS Leadership: A Requirement for Success 43
2.7 Challenges Along the Way 44
2.8 Final Thoughts 47
3 Investing in Environment, Safety and Health Initiatives 49
3.1 Overview 49
3.2 Strategy 1: Avoid the Investment 50
3.3 Strategy 2: Invest the Minimum 55
3.4 Strategy 3: Invest with the Rest 58
3.5 Strategy 4: Invest Until It Hurts 62
3.6 Strategy 5: Invest as Long as there is Payoff 66
3.7 Final Thoughts 70
4 The ROI Methodology: A Tool to Measure and Improve 73
4.1 A Brief Overview 74
4.2 Results Framework 74
4.3 Results Framework and Business Alignment 79
4.4 Benefi ts of Developing the Chain of Impact 82
4.5 The ROI Process Model 83
4.6 Operating Standards and Philosophy 96
4.7 Case Application and Practice 96
4.8 Implementation 97
4.9 Benefi ts of Applying the ROI Methodology 98
4.10 Final Thoughts 101
5 Project Positioning 103
5.1 Creating Business Alignment 104
5.2 Determining Payoff Needs 107
5.3 Determining Business Needs 111
5.4 Determining Performance Needs 118
5.5 Determining Learning Needs 120
5.6 Determining Preference Needs 121
5.7 Developing Objectives for EHS Projects and Programs 122
5.8 Case Study Examples 126
5.9 Final Thoughts 134
6 Measuring Reaction and Learning 135
6.1 Why Measure Reaction? 135
6.2 Sources of Data for Measuring Reaction 138
6.3 Areas of Feedback 139
6.4 Data Collection Timing for Measuring Reaction 140
6.5 Data Collection Methods for Measuring Reaction 141
6.6 Use of Reaction Data 142
6.7 Why Measure Learning? 143
6.8 Challenges and Benefi ts of Measuring Learning 144
6.9 Learning Measurement Issues 146
6.10 Data Collection Methods for Measuring Learning 147
6.11 Use of Learning Data 149
6.12 Final Thoughts 150
7 Measuring Application, Implementation and Impact 151
7.1 Why Measure Application and Implementation? 152
7.2 Application Measurement Issues 153
7.3 Data Collection Methods for Measuring Application 157
7.4 Barriers to Application 159
7.5 Use of Application Data 160
7.6 Why Measure Impact? 160
7.7 Impact Measurement Issues 161
7.8 Data Collection Methods for Measuring Impact 165
7.9 Considerations for Selecting Data Collection Methods 169
7.10 Measuring the Hard to Measure 172
7.11 Final Thoughts 173
8 Isolating the Impact of EHS Projects 175
8.1 Why the Concern About Isolating Project Impact? 176
8.2 Preliminary Issues 179
8.3 Methods to Isolate the Impact of Projects 181
8.4 Considerations When Selecting Isolation Methods 198
8.5 Final Thoughts 199
9 Converting Impact Data to Money 201
9.1 Why the Concern About Converting Data to Monetary Values? 202
9.2 Five Steps to Convert Data to Money 204
9.3 The Five Steps to Convert Data in Practice 206
9.4 Methods to Convert Impact Measures to Money 207
9.5 Considerations When Selecting Data Conversion Methods 215
9.6 Intangible Benefi ts of EHS Projects 219<...