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Performance Evaluation: Proven Approaches for Improving Program and Organizational Performance by Ingrid Guerra-López

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CHAPTER 5

PHILLIPS'S RETURN-ON-INVESTMENT METHODOLOGY

This review of Phillips's return-on-investment (ROI) approach explains the fifth level, which Phillips added to Kirkpatrick's model, and identifies some of the strengths and weaknesses of the ROI approach. The chapter then examines criticisms of the model and variations designed to meet those criticisms, and it reviews and examines a sample application of the model.

Jack Phillips (1997a, 1997b) popularized the return-on-investment (ROI) evaluation process within the training and performance improvement arenas. This approach is commonly known as “level 5,” adding a new dimension to Donald Kirkpatrick's four levels of evaluation. This methodology measures the return on investment of programs ...

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