About Us

ROI Institute, Inc., founded in 1992, helps organizations evaluate the success of projects and programs, including measuring the financial return on investment (ROI).

Our Mission

What We Offer

ROI Certification

ROI Certification is the most comprehensive program for gaining the knowledge, skills, and resources to evaluate programs of all types. It is a proven process to develop the capability necessary to measure the impact and ROI for any project or program. Upon completion, particpants receive continued support as they conduct their first evaluation study in their own organization. Upon demonstrating competency in the application of the ROI Methodology, participants earn the prestigious Certified ROI Professional® (CRP) designation, joining over 6,000 other professionals who have achieved this. No other program gives you access to the same level of expertise and capability as ROI Certification.

This program has been approved for:

32 (HR General) recertification credit hours toward PHR, SPHR and GPHR recertification through the HR Certification Institute.
36 PDC hours by SHRM.
24 continuing education recertification hours toward the Certified Professional in Training Management credential by Training Industry.

Consulting

ROI Institute consultants provide assistance with assessment, measurement, analytics, and evaluation to individuals and organizations. At the heart of the practice, consultants conduct impact studies on various projects and programs. Consultants provide an independent assessment of a project, measuring reaction, learning, application, impact, ROI, and intangibles. Barriers and enablers are identified to show how the project can be more successful. ROI Institute provides guaranteed satisfaction. Projects range from studies involving a small group of individuals to large-scale evaluations spanning multiple months or years. The figure below shows the types of consulting we offer.

The most basic services are those involving impact studies. This is the basic process through which the ROI Methodology is used and there are a variety of opportunities to help clients in developing impact studies. The figure below shows the consultant’s role in developing impact studies, ranging from conducting the study (performing) to reviewing the completed study. This figure shows the relative relationship between the consulting effort and the client effort. In some cases, the consultant develops the project independently of the client and presents the impact study (performing). In other cases, there is a sharing of information along the way so the consultant is routinely communicating, providing feedback, and explaining the methodology to the client (sharing). In another arrangement, the consultant partners with a client so that they jointly conduct the study, each with respective duties and responsibilities (partnering). In another variation, the consultant coaches the person conducting the study, usually one-on- one, through different steps of the process (coaching). Finally, the consultant reviews the study after its completion by the client (reviewing).

Needs assessment studies are typical. A performance analysis is often needed to determine the cause of a
particular problem or the value of an opportunity and make sure that the problem or opportunity is aligned with the business. Additional analysis may be needed to determine the proper solution or solutions to improve the business measures.

Analysis also involves developing forecasts of specific projects. Both impact and ROI can be forecasted in advance of any development or implementation work.

Placing a monetary value on measures such as employee turnover, customer complaints, or customer satisfaction are possible projects as well.

Analysis also involves developing relationships between variables and developing predictive models.

A variety of advice categories are possible such as planning an ROI study. For example, a one-day meeting with a client to develop the evaluation plan is a very helpful consulting activity. In some cases, the consultant is coaching the client on a variety of issues. In other situations, the consultant reviews the progress, data, steps, and accountability issues to help the client bring additional accountability to solutions.

In the facilitation phase, the consultant is facilitating meetings where an evaluation strategy is developed, and ROI implementation is planned, or the ROI progress is reviewed. These are very important strategic-level meetings, often involving the top learning and development or HR person, depending upon the target audience. The outcome is an evaluation strategy plan to be implemented, an ROI implementation plan to be executed, or a progress report that is generated to serve as a measure of success with implementation.

Obviously, there are different fees connected to each of these different services, but all of them are offered to provide the client a complete range of possibilities. The ROI Institute philosophy is to transfer as much capability to the client as possible.

Publication/tools

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ROI Methodology

The ROI Methodology is a scalable and systematic approach to program evaluation. Using a process model, five-level framework, and operating standards to capture performance metrics from simple satisfaction scores to financial impact, the methodology enables you to collect appropriate data to report performance of a variety of initiatives and program types. The ROI Methodology generates both qualitative and quantitative data and provides techniques to isolate the effects of the program from other influences–resulting in credible metrics and ROI reports accepted by financial executives and stakeholders.

With over 6,000 organizations using this process, the ROI Methodology is the most used and implemented evaluation system in the world. The ROI Methodology not only provides the capability to evaluate program performance, but also improves the design of programs for optimal impact. A focused, proven and practical approach–the process is grounded in conservative standards and a cost effective approach to evaluation.

Overview of the ROI Methodology

ROI Institute, Inc., founded in 1992, helps organizations evaluate the success of projects and programs, including measuring the financial return on investment (ROI). We do this by providing workshops, consulting, coaching, hosting briefings and presentations, researching, and benchmarking. ROI Institute operates through a network of partners and associates in the U.S. and in over 70 countries with the help of over 100 ROI consultants. Our services are tailored to the following professional fields:

Human Resources / Human Capital
Training / Learning / Development
Leadership / Coaching / Mentoring
Knowledge Management / Transfer
Recognition / Incentives / Engagement
Change Management / Culture
Talent Management / Retention

Policies / Procedures / Processes
Technology / Systems / IT
Meetings / Events / Conferences
Marketing / Advertisement / Promotion
Organization Development / Consulting
Project Management Solutions
Quality / Six Sigma / Lean Engineering

Communications / Public Relations
Public Policy / Social Programs
Creativity / Innovation
Ethics / Compliance/Risk
Safety / Health / Fitness Programs
Green Projects / Sustainability
Healthcare Initiatives
Schools / Colleges / Universities

About ROI Global Institute

ROI Institute Malaysia is the Malaysian partner of the ROI Institute and a leading provider in measurement, evaluation and ROI – enabling Malaysian public and private organisations to prove the value, impact and ROI of programs, projects and improvement initiatives. ROI Institute helps organisations evaluate the success of projects and programs, including measuring the financial return on investment (ROI) by implementing the ROI Methodology®️ into organisations

Our Global Footprint

ROI Institute is represented by a network of partners and associates in more than 70 countries, who promote the global adoption of the ROI Methodology. We work closely with partners to promote analytics and capability. For more information about a partnership with ROI Institute, please send an email to info@roiinstitute.net.