Performance Consulting and Measurement Toolkit

A Strategic Process to Improve, Measure, and Sustain Organizational Results

Dana Gaines Robinson (Author) | James C. Robinson (Author) | Jack J. Phillips (Author) | Patricia Pulliam Phillips (Author) | Dick Handshaw (Author)

Publication date: 06/01/2015

Performance Consulting and Measurement Toolkit

Performance Consulting and Measurement Toolkit - The third edition of Performance Consulting references graphic and adaptable tools that can be downloaded to support the performance consulting work the coauthors describe. These 35 tools are available to purchase and download from this product page. These Microsoft Word tools can be adapted to your specific needs and application requirements.

Performance Consulting – The Process (1 tool)
• Performance Consulting Process

Performance Consulting – The Mental Model and Logic (3 tools)
• Need Hierarchy
• Components of a Gaps Map
• Gaps Map Template for Data Input

First Phase: Identify Strategic Opportunities (8 tools)
• Organization and Industry Knowledge Assessment Tool
• Client Relationship Strategy Worksheet
• Assessment of Performance Consulting Capability
• Assessment of Your Critical Thinking Capability
• Starter List of Questions
• Reframing Discussion Template
• Checklist to Prepare for a Proactive Business Goals Conversation
• Proactive Business Goals Discussion Template

Second Phase: Assess Business and Performance Needs (11 tools)
• Prework for Star Employee Interviews
• Starter Kit of Questions to Ask Star Employees
• Tips for Managing Interviews with Star Employees
• Comparing Performance and Competency Models
• Checklist for Piloting Questionnaires
• Sources of Data and Methods for Performance Assessment
• Conversion Table for Translating Frequency Means into Percentages (PDF format)
• Categories of Root Causes (PDF format)
• Template for a Gap and CAUSE Analysis Survey
• Possible Solutions for Causes
• Solution Selection Worksheet

Third Phase: Implement and Measure Solutions (9 tools)
• Alignment and Measurement Model (PDF format)
• Data Collection Model
• Selecting the Appropriate Project for Impact and ROI Analysis
• Tips on Improving Response Rates on Surveys and Questionnaires
• ROI Analysis Plan
• Guiding Principles for ROI Analysis
• Selecting the Appropriate Method of Isolation
• To Covert or Not Convert Job Aid
• Cost Tracking Template

Fourth Phase: Report and Sustain Results (3 tools)
• Sample Agenda for a Measurement Report Meeting
• Data Reporting Best Practice List
• The Joan Kravitz Story: A Personal Account of a Briefing to Top Executives to Present an ROI Study

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Overview

Performance Consulting and Measurement Toolkit - The third edition of Performance Consulting references graphic and adaptable tools that can be downloaded to support the performance consulting work the coauthors describe. These 35 tools are available to purchase and download from this product page. These Microsoft Word tools can be adapted to your specific needs and application requirements.

Performance Consulting – The Process (1 tool)
• Performance Consulting Process

Performance Consulting – The Mental Model and Logic (3 tools)
• Need Hierarchy
• Components of a Gaps Map
• Gaps Map Template for Data Input

First Phase: Identify Strategic Opportunities (8 tools)
• Organization and Industry Knowledge Assessment Tool
• Client Relationship Strategy Worksheet
• Assessment of Performance Consulting Capability
• Assessment of Your Critical Thinking Capability
• Starter List of Questions
• Reframing Discussion Template
• Checklist to Prepare for a Proactive Business Goals Conversation
• Proactive Business Goals Discussion Template

Second Phase: Assess Business and Performance Needs (11 tools)
• Prework for Star Employee Interviews
• Starter Kit of Questions to Ask Star Employees
• Tips for Managing Interviews with Star Employees
• Comparing Performance and Competency Models
• Checklist for Piloting Questionnaires
• Sources of Data and Methods for Performance Assessment
• Conversion Table for Translating Frequency Means into Percentages (PDF format)
• Categories of Root Causes (PDF format)
• Template for a Gap and CAUSE Analysis Survey
• Possible Solutions for Causes
• Solution Selection Worksheet

Third Phase: Implement and Measure Solutions (9 tools)
• Alignment and Measurement Model (PDF format)
• Data Collection Model
• Selecting the Appropriate Project for Impact and ROI Analysis
• Tips on Improving Response Rates on Surveys and Questionnaires
• ROI Analysis Plan
• Guiding Principles for ROI Analysis
• Selecting the Appropriate Method of Isolation
• To Covert or Not Convert Job Aid
• Cost Tracking Template

Fourth Phase: Report and Sustain Results (3 tools)
• Sample Agenda for a Measurement Report Meeting
• Data Reporting Best Practice List
• The Joan Kravitz Story: A Personal Account of a Briefing to Top Executives to Present an ROI Study

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Meet the Authors


Visit Author Page - Dana Gaines Robinson

Dana Gaines Robinson is a recognized thought leader in the areas of performance consulting and human performance improvement. For almost thirty years, as president and founder of Partners in Change, Inc., she has assisted HR, learning and development, and OD functions in organizations to transition from a traditional and tactical focus to one that is performance oriented and strategic.

With her husband, she is the coauthor of seven books and numerous articles; the books have been translated into more than twenty languages. Dana has received several awards, including the Distinguished Contribution Award from American Society for Training & Development (ASTD/ATD) and the Thomas Gilbert Award for Distinguished Professional Achievement from the International Society for Performance Improvement (ISPI), and she is a Fellow in the Leadership and Organization Development Hall of Fame. She has also served on the ASTD board of directors.

Dana currently resides in Raleigh, North Carolina, where she is living her version of “retirement,” which includes consulting, coaching, speaking, volunteering, attending classes at local universities, biking the many North Carolina trails, traveling, and enjoying fun times with family and friends. 

Click here to learn more about Partners In Change



Visit Author Page - James C. Robinson

James C. Robinson is a leader in the areas of performance consulting and human performance improvement. For more than two decades, Jim served as chairman of Partners in Change, Inc., and consulted with hundreds of organizations, assisting them in achieving business goals through the use of the Performance Consulting Process and techniques. Jim has received several awards and acknowledgments throughout his career, including the Distinguished Contribution Award from ASTD and the Thought Leadership Award from the ISA. Most recently, in 2013, Jim received the Thomas Gilbert Award for Distinguished Professional Achievement from ISPI. Prior to joining Dana at Partners in Change, Jim was vice president of Development Dimensions International (DDI), where he was the chief architect of Interaction Management, DDI’s renowned supervisory development program. Jim and Dana have coauthored several books, including two previous editions of Performance Consulting (1995 and 2008), Strategic Business Partner (2005), and Zap the Gaps! (2002), a book coauthored with Ken Blanchard.

Jim retired in 2008 and is currently residing in Raleigh, North Carolina.

Click here for more information on Partners In Change 



Visit Author Page - Jack J. Phillips

Dr. Jack J. Phillips is a world-renowned expert on accountability, measurement, and evaluation. Jack provides consulting services for Fortune 500 companies and major global organizations. He is the author or editor of more than seventy-five books and conducts workshops and presents at conferences throughout the world. 

Jack has received several awards for his books and work. On three occasions, Meeting News named him one of the 25 Most Powerful People in the Meetings and Events Industry, based on his work in the area of return on investment (ROI). The Society for Human Resource Management (SHRM) presented him with an award for one of his books and honored an ROI study with its highest award for creativity. ASTD/ATD gave Jack its highest award, Distinguished Contribution to Workplace Learning and Development for his work on ROI. Jack’s work has been featured in the Wall Street Journal, BusinessWeek, and Fortune magazine. He has been interviewed by several television networks, including CNN. Jack served as president of ISPI from 2012 to 2013. 

His expertise in measurement and evaluation is based on more than twenty-seven years of corporate experience in the aerospace, textile, metals, construction materials, and banking industries. Jack’s professional experiences include serving as the training and development manager for two Fortune 500 firms. He has also worked as a senior human resource officer in two firms, as president of a regional bank, and as a management professor at a major state university. This background led Jack to develop the ROI Methodology—a revolutionary process that provides bottom-line figures and accountability for all types of learning, performance improvement, human resources, technology, and public policy programs.

Click here to learn more about the ROI Institute



Visit Author Page - Patricia Pulliam Phillips

Dr. Patti P. Phillips is president and CEO of the ROI Institute, the leading source of ROI competency building, implementation support, networking, and research. A renowned expert in measurement and evaluation, she helps organizations implement the ROI Methodology in fifty countries. 

Since 1997, following a thirteen-year career in the electric utility industry, Patti has embraced the ROI Methodology by committing herself to ongoing research and practice. To this end, she has implemented ROI in private and public sector organizations. She has conducted ROI impact studies on programs such as leadership development, sales,new-hire orientation, human performance improvement, K–12 educator development, and educators’ National Board Certification mentoring. She has authored or edited more than thirty books. 

Patti teaches others to implement the ROI Methodology through the ROI Certification process, as a facilitator for ASTD’s ROI and Measuring and Evaluating Learning Workshops. She is also a professor of practice for the University of Southern Mississippi–Gulf Coast campus’s PhD in human capital development program. She serves as an adjunct faculty member for the UN System Staff College in Turin, Italy, where she teaches the ROI Methodology through the college’s Evaluation and Impact Assessment workshop and Measurement for Results-Based Management. She serves on numerous doctoral dissertation committees, assisting students as they develop their own research on measurement, evaluation, and ROI.

Click here to visit the ROI Institute



Visit Author Page - Dick Handshaw

Dick Handshaw is chairman of Handshaw, Inc., a firm he founded in 1985. Dick is a consultant, speaker, author, and champion for innovation and quality in instructional design. He is a pioneer in the field, having been one of the first instructional designers to create computer-based training with interactive video in 1980. With thirty-five years of experience as a learning and performance improvement professional, Dick has served as a consultant to many organizations, assisting them in establishing a results-oriented training practice. Dick and his staff developed the Handshaw Instructional Model, which is used by many organizations today. He has served in local politics and has held positions on two bank boards. He has also served on the Charlotte, North Carolina, ASTD/ATD chapter board and was the founding president of the Charlotte ISPI chapter. Dick has presented at various international conferences such as Training Magazine, ASTD, and ISPI. He earned a master’s degree in instructional systems technology from Indiana University in 1979. His book Training That Delivers Results: Instructional Design That Aligns with Business Goals was released in 2014.

Click here for more information on Handshaw.com

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