Details

Measuring ROI in Environment, Health, and Safety


Measuring ROI in Environment, Health, and Safety


1. Aufl.

von: Jack J. Phillips, Patricia Pulliam Phillips, Al Pulliam

75,99 €

Verlag: Wiley
Format: PDF
Veröffentl.: 24.12.2013
ISBN/EAN: 9781118899229
Sprache: englisch
Anzahl Seiten: 488

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Beschreibungen

<p><b>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</b></p> <p>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. <i>Measuring ROI in Environment, Health, and Safety</i> 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.</p> <p>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.</p> <p><i>ROI in Environment, Health, and Safety</i> 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.</p>
<p>Preface xxi</p> <p>List of Authors xxxi</p> <p><b>1 Environment, Health and Safety is Everywhere 1</b></p> <p>1.1 The New Role of EHS 2</p> <p>1.2 Environmental Initiatives 2</p> <p>1.3 Safety Initiatives 6</p> <p>1.4 Health and Fitness 13</p> <p>1.5 Managing Change in EHS 17</p> <p>1.6 Final Thoughts 19</p> <p><b>2 Is It Worth It? 21</b></p> <p>2.1 EHS Killers 22</p> <p>2.2 Value Redefi ned 28</p> <p>2.3 Why Now? 31</p> <p>2.4 EHS Chain of Impact 35</p> <p>2.5 Shortcomings of Current Measurement and Evaluation Systems 38</p> <p>2.6 EHS Leadership: A Requirement for Success 43</p> <p>2.7 Challenges Along the Way 44</p> <p>2.8 Final Thoughts 47</p> <p><b>3 Investing in Environment, Safety and Health Initiatives 49</b></p> <p>3.1 Overview 49</p> <p>3.2 Strategy 1: Avoid the Investment 50</p> <p>3.3 Strategy 2: Invest the Minimum 55</p> <p>3.4 Strategy 3: Invest with the Rest 58</p> <p>3.5 Strategy 4: Invest Until It Hurts 62</p> <p>3.6 Strategy 5: Invest as Long as there is Payoff 66</p> <p>3.7 Final Thoughts 70</p> <p><b>4 The ROI Methodology: A Tool to Measure and Improve 73</b></p> <p>4.1 A Brief Overview 74</p> <p>4.2 Results Framework 74</p> <p>4.3 Results Framework and Business Alignment 79</p> <p>4.4 Benefi ts of Developing the Chain of Impact 82</p> <p>4.5 The ROI Process Model 83</p> <p>4.6 Operating Standards and Philosophy 96</p> <p>4.7 Case Application and Practice 96</p> <p>4.8 Implementation 97</p> <p>4.9 Benefi ts of Applying the ROI Methodology 98</p> <p>4.10 Final Thoughts 101</p> <p><b>5 Project Positioning 103</b></p> <p>5.1 Creating Business Alignment 104</p> <p>5.2 Determining Payoff Needs 107</p> <p>5.3 Determining Business Needs 111</p> <p>5.4 Determining Performance Needs 118</p> <p>5.5 Determining Learning Needs 120</p> <p>5.6 Determining Preference Needs 121</p> <p>5.7 Developing Objectives for EHS Projects and Programs 122</p> <p>5.8 Case Study Examples 126</p> <p>5.9 Final Thoughts 134</p> <p><b>6 Measuring Reaction and Learning 135</b></p> <p>6.1 Why Measure Reaction? 135</p> <p>6.2 Sources of Data for Measuring Reaction 138</p> <p>6.3 Areas of Feedback 139</p> <p>6.4 Data Collection Timing for Measuring Reaction 140</p> <p>6.5 Data Collection Methods for Measuring Reaction 141</p> <p>6.6 Use of Reaction Data 142</p> <p>6.7 Why Measure Learning? 143</p> <p>6.8 Challenges and Benefi ts of Measuring Learning 144</p> <p>6.9 Learning Measurement Issues 146</p> <p>6.10 Data Collection Methods for Measuring Learning 147</p> <p>6.11 Use of Learning Data 149</p> <p>6.12 Final Thoughts 150</p> <p><b>7 Measuring Application, Implementation and Impact 151</b></p> <p>7.1 Why Measure Application and Implementation? 152</p> <p>7.2 Application Measurement Issues 153</p> <p>7.3 Data Collection Methods for Measuring Application 157</p> <p>7.4 Barriers to Application 159</p> <p>7.5 Use of Application Data 160</p> <p>7.6 Why Measure Impact? 160</p> <p>7.7 Impact Measurement Issues 161</p> <p>7.8 Data Collection Methods for Measuring Impact 165</p> <p>7.9 Considerations for Selecting Data Collection Methods 169</p> <p>7.10 Measuring the Hard to Measure 172</p> <p>7.11 Final Thoughts 173</p> <p><b>8 Isolating the Impact of EHS Projects 175</b></p> <p>8.1 Why the Concern About Isolating Project Impact? 176</p> <p>8.2 Preliminary Issues 179</p> <p>8.3 Methods to Isolate the Impact of Projects 181</p> <p>8.4 Considerations When Selecting Isolation Methods 198</p> <p>8.5 Final Thoughts 199</p> <p><b>9 Converting Impact Data to Money 201</b></p> <p>9.1 Why the Concern About Converting Data to Monetary Values? 202</p> <p>9.2 Five Steps to Convert Data to Money 204</p> <p>9.3 The Five Steps to Convert Data in Practice 206</p> <p>9.4 Methods to Convert Impact Measures to Money 207</p> <p>9.5 Considerations When Selecting Data Conversion Methods 215</p> <p>9.6 Intangible Benefi ts of EHS Projects 219</p> <p>9.7 Final Thoughts 226</p> <p><b>10 Calculating the ROI 227</b></p> <p>10.1 Why the Concern About Project Costs? 228</p> <p>10.2 Fundamental Cost Issues 229</p> <p>10.3 Fully Loaded Cost Profi le 233</p> <p>10.4 Cost Classifi cations 235</p> <p>10.5 The ROI Calculation 236</p> <p>10.6 ROI Misuse 238</p> <p>10.7 ROI Targets 240</p> <p>10.8 Intangibles Revisited 241</p> <p>10.9 Other ROI Measures 241</p> <p>10.10 Final Thoughts 243</p> <p><b>11 Reporting Results 245</b></p> <p>11.1 Why the Concern About Communicating Results? 246</p> <p>11.2 Principles of Communicating Results 247</p> <p>11.3 The Process for Communicating Results 250</p> <p>11.4 The EHS Scorecard 261</p> <p>11.5 Final Thoughts 268</p> <p><b>12 Implementing and Sustaining ROI 271</b></p> <p>12.1 The Concern About Implementing and Sustaining ROI 272</p> <p>12.2 Implementing the Process: Overcoming Resistance 273</p> <p>12.3 Assessing the Climate 274</p> <p>12.4 Developing Roles and Responsibilities 274</p> <p>12.5 Establishing Goals and Plans 278</p> <p>12.6 Revising or Developing Policies and Guidelines 279</p> <p>12.7 Preparing the Project Team 280</p> <p>12.8 Initiating ROI Projects 282</p> <p>12.9 Preparing Sponsors and Management Team 283</p> <p>12.10 Removing Obstacles 284</p> <p>12.11 Monitoring Progress 286</p> <p>12.12 Final Thoughts 287</p> <p><b>13 Measuring ROI in Safety Management for Project Leaders 291</b></p> <p>13.1 Background 291</p> <p>13.2 Why Evaluate this Program? 294</p> <p>13.3 The ROI Process 295</p> <p>13.4 Planning for Evaluation 297</p> <p>13.5 Data Collection Plan 297</p> <p>13.6 ROI Analysis Plan 297</p> <p>13.7 Action Planning: A Key to ROI Analysis 300</p> <p>13.8 ROI Forecast with Reaction Data 303</p> <p>13.9 Improving Response Rates 305</p> <p>13.10 Results 306</p> <p>13.11 Communication Strategy 316</p> <p>13.12 Lessons Learned 316</p> <p>13.13 Discussion Questions 317</p> <p><b>14 Measuring ROI in a Modular/Reusable Safety Railing System 319</b></p> <p>14.1 Background 320</p> <p>14.2 Problem Defi nition 321</p> <p>14.3 Project Background 322</p> <p>14.4 Business Alignment 323</p> <p>14.5 Evaluation Methodology 323</p> <p>14.6 Evaluation Results 328</p> <p>14.7 Communication Strategy 336</p> <p>14.8 Lessons Learned 336</p> <p>14.9 Questions For Discussion 337</p> <p><b>15 Measuring ROI in an Ergonomics-Based Risk Management Intervention 339</b></p> <p>15.1 Background 339</p> <p>15.2 Evaluation Methodology 343</p> <p>15.3 Evaluation Results 350</p> <p>15.4 Communication Strategy 356</p> <p>15.5 Lessons Learned 356</p> <p><b>16 Measuring ROI in Stress Management 361</b></p> <p>16.1 Background 361</p> <p>16.2 Why ROI? 365</p> <p>16.3 Program Results 373</p> <p>16.4 Communication Strategies 384</p> <p>16.5 Policy and Practice Implications 385</p> <p>16.6 Questions for Discussion 385</p> <p><b>17 Measuring ROI in a Safety Incentive Program 387</b></p> <p>17.1 Background 387</p> <p>17.2 The Solution 389</p> <p>17.3 Data Collection and Analysis 391</p> <p>17.4 Data Interpretation and Conclusion 393</p> <p>17.5 Calculating the Return on Investment 394</p> <p>17.6 Communication of Results 395</p> <p>17.7 Questions for Discussion 396</p> <p><b>18 Measuring ROI in a Job Safety Training Program at a Major Food Retailer 397</b></p> <p>18.1 Background 398</p> <p>18.2 Evaluation Methodology 400</p> <p>18.3 Calculating ROI 406</p> <p>18.4 Barriers and Enablers 408</p> <p>18.5 Communication Plan 409</p> <p>18.6 Conclusion 411</p> <p>18.7 About the Author 411</p> <p><b>19 Measuring ROI in a Work-at-Home Program 413</b></p> <p>19.1 FMI: PART A 414</p> <p>19.2 FMI: PART B 421</p> <p>19.3 FMI: PART C 424</p> <p>19.4 FMI: PART D 427</p> <p>19.5 FMI: PART E 428</p> <p>19.6 FMI: PART F 432</p> <p>19.7 Questions for Discussion 440</p> <p>19.8 FMI: PART G 440</p> <p>19.9 Questions for Discussion 442</p> <p>Index 443</p>
<p><b>Dr. Jack J. Phillips,</b> 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 <i>Wall Street Journal, Bloomberg Businessweek, Fortune,</i> and on CNN.</p> <p><b>Dr. Patricia Pulliam Phillips,</b> 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.</p> <p><b>Al Pulliam,</b> 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.</p>
<p><b>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</b></p> <p>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. <i>Measuring ROI in Environment, Health, and Safety</i> 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.</p> <p>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.</p> <p><i>ROI in Environment, Health, and Safety</i> 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.</p> <p><b><i>This groundbreaking new volume:</i></b></p> <ul> <li>Shows those responsible for environmental, health, and safety programs in their organizations the impact of these programs and—if they are not working—how to make them successful</li> <li>Fills the need for a book that specializes in showing real-life Return On Investment (ROI) of these programs for primary stakeholders</li> <li>Focuses on measuring the success of various programs across all three areas of environment, health, and safety (EHS), making it the only book of its kind</li> <li>Contains many real-world case studies showing how these programs have been successfully implemented</li> </ul>

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