ROI Methodology 2-Day Workshop

A proven process to develop the capability necessary to measure the impact and ROI for any project and program.


    In-House sessions are available upon request.


    Course Overview:

    The purpose of any intervention is to improve employee productivity and organisational performance. In order to know that the intervention has been successfully implemented, effectiveness of the intervention needs to be measured – pre, during and post intervention.

    This two day workshop covers the tools and techniques used to calculate ROI on interventions. Participants get a chance to study real case studies and solve problems based on real/ relevant examples.This workshop will guide participants to implement the process of ROI and measure the interventions in their respective organisations. Practical guidelines will be provided to incorporate step wise ROI methodology with cost benefit analysis.


    For Who:

    Individuals who need to demonstrate the ROI impact initiatives including technology, quality, sales, customer satisfaction, process improvement, innovation, staffing, HR, learning and development, legal, leadership development, etc. Professionals, Executives, Managers who want to answer the following questions:

    • How can I add value to my organisation
    • Can I make my department a profit center
    • How can I implement ROI methodology in my organisation
    • How can interventions be measured
    • Can I attach a value to learning
    • How do I gain expertise in ROI calculation
    • Can I measure tangibles as well as intangibles


    The Measurement Challenge:

    Measuring the ROI has always been a challenge for companies. The ROI Methodology is best described by considering five distinct levels of evaluation. These levels, shown below, categorize data, reporting a chain of impact as reaction leads to learning, to application, to impact, and to return on investment.

    1. Reaction and planned action
    2. Learning
    3. Application
    4. Business Impact
    5. Return on Investment

    The ROI workshop is developed in response to specific client’s needs. In our last five years of consulting practice, we have worked with numerous clients to calculate the impact of processes, policy implementation and training.

    The workshop is covered in four parts:

    1. Prework required to prepare for the workshop
    2. The actual two-day workshop designed to build specific skills and meet certain objectives
    3. Detailed workshop materials, case studies and exercises
    4. Support to implement one ROI impact study


    ROI Methodology can be used to measure the following:

    Interventions Related to:

    • Policy
    • Quality
    • Production
    • Legal
    • Recruitment
    • Training
    • Appraisal
    • Sales
    • Events
    • Meetings
    • Academy
    • Corporate Social Responsibility


    • Leadership
    • Coaching
    • Mentoring
    • Sales
    • Stress Management
    • Conflict Management
    • Team Management
    • Management Development
    • Critical Thinking
    • Creativity

    Course Curriculum

    Module 1: Introduction to ROI
    The need to measure ROI 00:40:00
    ROI Objectives 00:40:00
    Benefits of measuring ROI 00:40:00
    Module 2: ROI Process
    Existing ROI models 00:40:00
    Identify and assess pre and post intervention performances 00:40:00
    Isolate the factors that may affect the calculation of ROI 00:40:00
    Module 3: Investment
    Identify different cost incurred 00:40:00
    Analyze costs 00:40:00
    Interventions my organisation can invest 00:40:00
    Module 4: Tools Used for Calculating ROI
    Data collection tools used ROI 00:45:00
    Sampling techniques and tools 00:45:00
    Design questionnaires for ROI calculation 00:45:00
    Measure knowledge, skills pre and post 00:45:00
    Module 5: Applying ROI Model in the Workplace
    Calculate ROI 00:45:00
    Convert data into monetary value 00:45:00
    ROI report 00:45:00
    Use of ROI report for future budgets 00:45:00

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    Dr. Sonali Wagle is currently the Principal Consultant of Exponential Advisory. He is a Management and ROI Specialist, who helps HR and Training Professionals to make HR a profit center. He trains and coaches them on how HR is all about investment and an asset and also how to quantify HR & Training objectives, how to position themselves as strategic partners in the organization, how to present their case to the directors, and how to contribute to the bottom line. Dr. Wagle works with professionals who are brilliant at what they do, but want to justify their work to the higher management. Dr. Wagle has have done his Ph.D in Management and studied 75 corporates in their strategy. These corporates included MNC, PSU, Family Managed Business, Private companies, belonging to various industries. He is a ROI certified professional from ROI Institute USA under Dr. Patti Phillips.
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