Front-End Analysis and Return on Investment Toolkit
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More About This Title Front-End Analysis and Return on Investment Toolkit

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Front-End Analysis and Return on Investment Toolkit is a comprehensive collection of guidelines, job aids, rich examples and tips that give you the information needed to create performance interventions that will deliver the desired results. By using this vital resource you will be able to analyze training requests on the front end, measure worth and ROI in learning, and performance on the back end, and
  • Identify the business need underlying the request.
  • Clarify the desired performance outcomes.
  • Systematically investigate and describe the current performance state.
  • Characterize the gap between current and desired performance in terms of magnitude, value, and urgency.
  • Identify the array of factors affecting the gap.

Select appropriate, economical, feasible, and acceptable performance interventions that deliver desired results.

English

Harold D. Stolovitch and Erica J. Keeps share a common passion—developing people. Together they have devoted a combined total of over 70 years to making workplace learning and performance both enjoyable and effective. Their research and consulting activities have involved them in numerous projects with major corporations. Stolovitch and Keeps are the principals of HSA LEARNING & PERFORMANCE SOLUTIONS LLC, specialists in the application of instructional technology and human performance technology to business, industry, government, and the military. Together, they are co-editors of both editions of the award-winning Handbook of Human Performance Technology: A Comprehensive Guide for Analyzing and Solving Performance Problems in Organizations and Improving Individual and Organizational Performance Worldwide, published by Pfeiffer and the best-selling, award-winner, Telling Ain’t Training. The authors reside in Los Angeles and can be reached at www.hsa-lps.com.

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Preface.

Introduction.

Part I: Conducting a Front-End Analysis.

Front-End Analysis Information Chart.

Instructions for Using Job Aid FEA-1: Opportunity/Request for Performance Support.

Job Aid FEA-1: Opportunity/Request for Performance Support.

Example: Voice Messaging Opportunity/Request for Performance Support.

Instructions for Using Job Aid FEA-2: Front-End Analysis Data Requirements.

Job Aid FEA-2: Front-End Analysis Data Requirements.

Instructions for Using Job Aids FEA-3.1 and 3.2: Front-End Analysis Data Sources and Specific References.

Job Aid FEA-3.1: Front-End Analysis Data Sources.

Job Aid FEA-3.2: Front End Analysis Data Sources: Specific References.

Examples: Voice Messaging Data Sources and Specific References.

Instructions for Using Job Aid FEA-4: Front-End Analysis Questions.

Job Aid FEA-4.1: Data/Information-Gathering Techniques.

Example: Voice Messaging Data/Information-Gathering Techniques.

Job Aid FEA-4.2.1: FEA Questions—Mandated Training.

Job Aid FEA-4.2.2: FEA Questions—New System for Existing Personnel.

Job Aid FEA-4.2.3: FEA Questions—Existing System for New Personnel.

Job Aid FEA-4.2.4: FEA Questions—Performance Improvement.

Examples: Voice Messaging Front-End Analysis Questions.

Instructions for Using Job Aid FEA-5: Performance Intervention Selection.

Job Aid FEA-5.1: Performance Intervention Selection.

Job Aid FEA-5.2: Performance Intervention Rating.

Examples: Voice Messaging Performance Selection and Rating.

Instructions for Using Job Aid FEA-6: Front-End Analysis Report Outline.

Job Aid FEA-6: Front-End Analysis Report Outline.

Example: Voice Messaging Front-End Analysis Report Outline.

A Closing Note on Front-End Analysis.

Four Front-End Analysis Examples.

Transition to Calculating Worth and Return on Investment in Learning and Performance.

Part II: Calculating Worth and ROI in Learning and Performance.

Rationale and Principles Related to Calculating Worth and ROI.

Calculating Worth and ROI.

Costs.

Instructions for Using Job Aid W/ROI-1: Calculating Intervention Costs.

Job Aid W/ROI-1: Calculating Intervention Costs.

Voice Messaging Example: Calculating Intervention Costs.

Instructions for Using Job Aid W/ROI-2: Calculating Value, Worth, and ROI.

Job Aid W/ROI-2: Calculating Value, Worth, and ROI.

Voice Messaging Example: Calculating Value, Worth, and ROI.

Calculating Worth and ROI: Two Cases.

Try It for Yourself.

Calculating Worth and ROI for “Intangible” Outcomes.

A Closing Note.

Technique Charts.

Technique 1: Surveys and Questionnaires.

Technique 2: Observation.

Technique 3: Structured Interview.

Technique 4: Focus Group.

Technique 5: Critical Incident.

Glossary.

References.

Resources.

About the Authors.

How to Use the CD-ROM.

CD-Rom Contents.

Pfeiffer Publications Guide.

English

“Harold Stolovitch and Erica Keeps have done it again! They have opened their years of experience to provide a toolkit for analyzing performance and calculating ROI.”
--Roger M. Addison, CPT, director, performance improvement technologies, International Society for Performance Improvement

“It's not just a toolkit; it guides you on the proper strategy to use depending on the situation or groups involved, from HR to unions to operations.”
--Diane Mongrain, senior consultant technical training and development, Alcan International Limited

“If you are a performance improvement or instructional design specialist, read and use this toolkit.”
--James A. Pershing, professor, instructional systems technology, Indiana University

“Now we have no excuses! This toolkit puts FEA and ROI tools at our fingertips. It’s practical, easy-to-use, and comprehensive. Bravo!”
--Darryl Sink, president, Darryl Sink & Associates

“Unique blending of best practices and science for the work that human performance improvement practitioners are now being asked to do – namely, ‘show me what you are going to do and what that is worth to the business.’”
--Daniel Blair, human performance consultant, Hewlett Packard Company

“Stolovitch and Keeps deliver with an easy-to-use methodology for sizing and justifying learning and performance support projects.”
--Jeff Wheelock, engineering services manager, Sun Education

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