ROI of Coaching


The ROI workshop will be conducted for coaching professionals who are interested in the ROI. Through this workshop, participants learn the key concepts in the ROI Methodology and apply them to a specific project.

In this workshop, participants will build the skills needed to develop and deliver effective ROI evaluations for coaching solutions. The program emphasizes the Phillips ROI Methodology and participants learn to apply the ROI Process Model—a results-based method for developing application, impact, and ROI objectives; developing data collection and ROI analysis plans; collecting various types of hard and soft data; isolating the effects of the program; converting data to monetary values; tabulating appropriate program costs; calculating return on investment; and identifying intangible benefits. Participants should bring a real-time project to maximize transfer of learning by enabling them to build their skills with an example relevant to their professional responsibilities.

Saturday & Sunday22/23 June 2019

Nader Bechini

Director ROI Institute MENA

Measuring the ROI of Coaching

Module 1 – Introduction and Readiness to Learn

Module 2 – Overview of the ROI Model and Process

Module 3 – Coaching Evaluation Planning

Module 4 – Data Collection

Module 5 – Data Analysis

Module 6 – Reporting

Modules outline

  • Why Measuring the ROI of coaching?
  • Workshop Objectives
  • Accountability in Coaching?
  • Definition of Results-Based Coaching
  • Defining Benefit Cost Ratio and the Return-on-Investment
  • Criteria for an Effective ROI Coaching Process?
  • Pieces of the Results-Based Coaching Puzzle
  • Levels of Evaluation for Coaching
  • The ROI of Coaching Process Model
  • The ROI Methodology
  • The Chain of Impact Tells the Complete Story of your Coaching program
  • All Coaching Programs Are Not Evaluated at All Levels
  • Matching Coaching evaluation Levels with Coaching Objectives
  • Measurement in Learning and Performance
  • Criteria for Selecting Coaching Programs for Level 4 and Level 5 Evaluations

Characteristics of Coaching Evaluation Levels

  • Coaching Evaluation Planning Overview
  • Coaching Evaluation Planning Worksheet
  • The Four Major Categories of Hard Data in Coaching
  • Examples of Hard Data in Coaching
  • Major Categories of Soft Data in Coaching
  • Examples of Soft Data in Coaching
  • Developing Coaching Objectives
  • Results-Based Coaching Process
  • The Coaching Alignment Process
  • Develop Reaction and Satisfaction Objectives
  • Developing Learning Objectives
  • Developing Application Objectives
  • Developing Impact Objectives
  • Developing Evaluation Plans and Baseline Data
  • Collecting Baseline Data
  • Develop Coaching Evaluation Strategy and Plans
  • Factors to Consider when Developing an Evaluation Strategy
  • Data Collection Plan Sample
  • ROI Analysis Plan Sample
  • Data Collection Plan
  • ROI Analysis Plan
  • Case Study

Application in YOUR real coaching program

  • Data Collection Overview
  • Collect Data during Solution Implementation
  • Level 1 Target Areas
  • Improving Level 1 Evaluation
  • Important Questions to Ask on Feedback Questionnaires
  • Techniques for Measuring Learning
  • Most Common Uses of Level 2 Data
  • Improving Level 2 Evaluation
  • Collect Data after Solution Implementation
  • Applications of Data Collection Instruments Matching Exercise
  • Methods of Collecting Follow-Up Data
  • Impact Questions for Any Type of Follow-Up Evaluation
  • Follow-Up Questionnaire Content Issues Checklist
  • Questionnaire Items—Example
  • Leadership Development Program Impact Questionnaire
  • Improving the Response Rate for Questionnaires
  • Developing ROI with Action Planning
  • Action Plan
  • Case Study

Application in YOUR real coaching program

  • Data Analysis Overview
  • Isolating the Effects of Coaching
  • Methods for Isolating the Effects of the Program
  • Several Factors Contribute to an Improvement after Coaching Is Implemented
  • The Wisdom of Crowds
  • Isolating the Effects
  • Credibility of Data Exercise
  • Credibility of Outcome Data
  • Converting Data to Monetary Values
  • Converting Data to Money Matching Exercise
  • Calculating the Value of an Improvement: Job Aid
  • Converting Data Using External Database
  • Package Delivery Company
  • Methods of Converting Data to Monetary Values
  • Converting Data Exercise
  • To Convert or Not To Convert
  • Capturing the Coaching Costs
  • Recommended Categories for Costs
  • Capturing Program Costs—Recommended Items
  • Overview of Tabulating Costs of Coaching
  • Prorated vs. Direct Costs
  • Cost Tabulation Guidelines
  • Calculating the Return-on-Investment
  • Twelve Guiding Principles
  • A Rational Approach to ROI
  • Identifying Intangible Benefits of Coaching
  • Common Intangible Variables Linked with Coaching Interventions
  • Why Intangibles Are Important
  • Sources for Intangible Benefits
  • Intangibles You Have Experienced
  • Case Study

Application in YOUR real coaching program

  • Reporting Overview
  • Common Target Audiences
  • Impact Study Outline
  • Scorecard: Seven Categories of Data
  • Case Study

Application in YOUR real coaching program