1. V Model
Start Here End Here
Payoff Needs 5 ROI Objectives 5 ROI
Business Needs 4 Impact Objectives 4 Impact
Application Objectives Application
Performance Needs 3 3
Learning Needs 2 Learning Objectives 2 Learning
Initial Measurement
Analysis and Evaluation
Preference Needs 1 Reaction Objectives 1 Reaction
Project
Business Alignment and Forecasting The ROI Process Model

2. Start Here
Payoff Needs 5
The highest level of objectives, return-
on-investment, comes from an
analysis of payoff needs – business
goals, visions etc.
Initial
Analysis
Decide impact needs
that are important to
reach payoff needs and
decide acceptable ROI

3. Start Here
Payoff Needs
Business Needs 4
To determine business needs,
specific measures must be
pinpointed so the business
situation is clearly assessed and
support payoff needs

4. Start Here
Payoff Needs
Business Needs
Performance Needs 3
This step explores the
reasons why business
measure is not at the disired
level of performance.

5. Start Here
Payoff Needs
Business Needs
Performance Needs
Learning Needs 2
Learning needs are
required knowledge or a
information component
uncovered by performance
needs

6. Start Here
Payoff Needs
Business Needs
Performance Needs
Learning Needs Preference needs drive the program
features and requirements.
Statements that define parameters of
the program in terms of timing,
content, staffing, location, technology,
Preference Needs 1 and extent of disrution allowed

7. Start Here
Payoff Needs 5
Business Needs
When needs are set on all levels and
linked so the participants accept
Performance Needs preference needs as relevant for
them and support business needs,
they are montivated for supporting
the project
Learning Needs
Preference Needs 1
Project
Business Alignment and Forecasting

8. Criteria for reaction
objectives: identify
important and measureable
issues, attitude based,
clearly worded, and
specific. Underscore the
linkage between attitude
and the success of the
program Reaction Objectives

9. Learning objectives require
more precision and
comunicate expected
outcomes from learning,
describe competent Learning Objectives
performance that should be
the result of learning
Reaction Objectives

10. Application objectives Application Objectives
indentify behaviors, taskes,
and actions that are
observable and
measureable Learning Objectives
Reaction Objectives

11. Impact Objectives
Impact objectives must Application Objectives
contain measures linked to
the skills and knowledge
gained as a result of the
program and are results Learning Objectives
based, clearly worded, and
specific
Reaction Objectives

12. ROI Objectives
Impact Objectives
Specific objectives for ROI Application Objectives
should be developed
before an evalutation study
is undertaken – could be
set by program sponsor as Learning Objectives
a minimum acceptable ROI
value
Reaction Objectives

13. Evaluation by
questionnaires, surveys, Measurement
interviews and focus groups. and Evaluation
Questions that focus on the
link to business impact 1 Reaction
Project
The ROI Process Model

14. Evaluation by questionnaires,
surveys, performance tests,
technology and task
simulations, self-assessment
2 Learning
Measurement
and Evaluation
Reaction
Project
The ROI Process Model

15. Evaluation by questionnaires,
interviews, focus groups, Application
observation, and action plans 3
Learning
Measurement
and Evaluation
Reaction
Project
The ROI Process Model

16. 4 Impact
Evaluation by action plans,
performance contracts,
questionnaires, statistics,
Application
accounts, etc. When going for
level 5: ROI, the results must
be convertible into monetary
figures
Learning
Measurement
and Evaluation
Reaction
Project
The ROI Process Model

17. 5 ROI
Impact
Calculation of ROI or BCR
demands isolation of the Application
impacts and convertion to
money matched with
corresponding costs (all
included!) Learning
Measurement
and Evaluation
Reaction
Project
The ROI Process Model

18. V Model
Start Here End Here
Payoff Needs 5 ROI Objectives 5 ROI
Business Needs 4 Impact Objectives 4 Impact
Application Objectives Application
Performance Needs 3 3
Learning Needs 2 Learning Objectives 2 Learning
Initial Measurement
Analysis and Evaluation
Preference Needs 1 Reaction Objectives 1 Reaction
Project
Business Alignment and Forecasting The ROI Process Model