Measuring ROI in Environment, Health, and Safety
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portes grátis
Measuring ROI in Environment, Health, and Safety
Phillips, Jack J.; Pulliam, Al; Phillips, Patricia Pulliam
John Wiley & Sons Inc
03/2014
488
Dura
Inglês
9781118639788
15 a 20 dias
Within an organization, the responsibilities for environment, health, and safety are often under the direction of the same executive team in an organization.
Preface xxi List of Authors xxxi 1 Environment, Health and Safety is Everywhere 1 1.1 The New Role of EHS 2 1.2 Environmental Initiatives 2 1.3 Safety Initiatives 6 1.4 Health and Fitness 13 1.5 Managing Change in EHS 17 1.6 Final Thoughts 19 2 Is It Worth It? 21 2.1 EHS Killers 22 2.2 Value Redefi ned 28 2.3 Why Now? 31 2.4 EHS Chain of Impact 35 2.5 Shortcomings of Current Measurement and Evaluation Systems 38 2.6 EHS Leadership: A Requirement for Success 43 2.7 Challenges Along the Way 44 2.8 Final Thoughts 47 3 Investing in Environment, Safety and Health Initiatives 49 3.1 Overview 49 3.2 Strategy 1: Avoid the Investment 50 3.3 Strategy 2: Invest the Minimum 55 3.4 Strategy 3: Invest with the Rest 58 3.5 Strategy 4: Invest Until It Hurts 62 3.6 Strategy 5: Invest as Long as there is Payoff 66 3.7 Final Thoughts 70 4 The ROI Methodology: A Tool to Measure and Improve 73 4.1 A Brief Overview 74 4.2 Results Framework 74 4.3 Results Framework and Business Alignment 79 4.4 Benefi ts of Developing the Chain of Impact 82 4.5 The ROI Process Model 83 4.6 Operating Standards and Philosophy 96 4.7 Case Application and Practice 96 4.8 Implementation 97 4.9 Benefi ts of Applying the ROI Methodology 98 4.10 Final Thoughts 101 5 Project Positioning 103 5.1 Creating Business Alignment 104 5.2 Determining Payoff Needs 107 5.3 Determining Business Needs 111 5.4 Determining Performance Needs 118 5.5 Determining Learning Needs 120 5.6 Determining Preference Needs 121 5.7 Developing Objectives for EHS Projects and Programs 122 5.8 Case Study Examples 126 5.9 Final Thoughts 134 6 Measuring Reaction and Learning 135 6.1 Why Measure Reaction? 135 6.2 Sources of Data for Measuring Reaction 138 6.3 Areas of Feedback 139 6.4 Data Collection Timing for Measuring Reaction 140 6.5 Data Collection Methods for Measuring Reaction 141 6.6 Use of Reaction Data 142 6.7 Why Measure Learning? 143 6.8 Challenges and Benefi ts of Measuring Learning 144 6.9 Learning Measurement Issues 146 6.10 Data Collection Methods for Measuring Learning 147 6.11 Use of Learning Data 149 6.12 Final Thoughts 150 7 Measuring Application, Implementation and Impact 151 7.1 Why Measure Application and Implementation? 152 7.2 Application Measurement Issues 153 7.3 Data Collection Methods for Measuring Application 157 7.4 Barriers to Application 159 7.5 Use of Application Data 160 7.6 Why Measure Impact? 160 7.7 Impact Measurement Issues 161 7.8 Data Collection Methods for Measuring Impact 165 7.9 Considerations for Selecting Data Collection Methods 169 7.10 Measuring the Hard to Measure 172 7.11 Final Thoughts 173 8 Isolating the Impact of EHS Projects 175 8.1 Why the Concern About Isolating Project Impact? 176 8.2 Preliminary Issues 179 8.3 Methods to Isolate the Impact of Projects 181 8.4 Considerations When Selecting Isolation Methods 198 8.5 Final Thoughts 199 9 Converting Impact Data to Money 201 9.1 Why the Concern About Converting Data to Monetary Values? 202 9.2 Five Steps to Convert Data to Money 204 9.3 The Five Steps to Convert Data in Practice 206 9.4 Methods to Convert Impact Measures to Money 207 9.5 Considerations When Selecting Data Conversion Methods 215 9.6 Intangible Benefi ts of EHS Projects 219 9.7 Final Thoughts 226 10 Calculating the ROI 227 10.1 Why the Concern About Project Costs? 228 10.2 Fundamental Cost Issues 229 10.3 Fully Loaded Cost Profi le 233 10.4 Cost Classifi cations 235 10.5 The ROI Calculation 236 10.6 ROI Misuse 238 10.7 ROI Targets 240 10.8 Intangibles Revisited 241 10.9 Other ROI Measures 241 10.10 Final Thoughts 243 11 Reporting Results 245 11.1 Why the Concern About Communicating Results? 246 11.2 Principles of Communicating Results 247 11.3 The Process for Communicating Results 250 11.4 The EHS Scorecard 261 11.5 Final Thoughts 268 12 Implementing and Sustaining ROI 271 12.1 The Concern About Implementing and Sustaining ROI 272 12.2 Implementing the Process: Overcoming Resistance 273 12.3 Assessing the Climate 274 12.4 Developing Roles and Responsibilities 274 12.5 Establishing Goals and Plans 278 12.6 Revising or Developing Policies and Guidelines 279 12.7 Preparing the Project Team 280 12.8 Initiating ROI Projects 282 12.9 Preparing Sponsors and Management Team 283 12.10 Removing Obstacles 284 12.11 Monitoring Progress 286 12.12 Final Thoughts 287 13 Measuring ROI in Safety Management for Project Leaders 291 13.1 Background 291 13.2 Why Evaluate this Program? 294 13.3 The ROI Process 295 13.4 Planning for Evaluation 297 13.5 Data Collection Plan 297 13.6 ROI Analysis Plan 297 13.7 Action Planning: A Key to ROI Analysis 300 13.8 ROI Forecast with Reaction Data 303 13.9 Improving Response Rates 305 13.10 Results 306 13.11 Communication Strategy 316 13.12 Lessons Learned 316 13.13 Discussion Questions 317 14 Measuring ROI in a Modular/Reusable Safety Railing System 319 14.1 Background 320 14.2 Problem Defi nition 321 14.3 Project Background 322 14.4 Business Alignment 323 14.5 Evaluation Methodology 323 14.6 Evaluation Results 328 14.7 Communication Strategy 336 14.8 Lessons Learned 336 14.9 Questions For Discussion 337 15 Measuring ROI in an Ergonomics-Based Risk Management Intervention 339 15.1 Background 339 15.2 Evaluation Methodology 343 15.3 Evaluation Results 350 15.4 Communication Strategy 356 15.5 Lessons Learned 356 16 Measuring ROI in Stress Management 361 16.1 Background 361 16.2 Why ROI? 365 16.3 Program Results 373 16.4 Communication Strategies 384 16.5 Policy and Practice Implications 385 16.6 Questions for Discussion 385 17 Measuring ROI in a Safety Incentive Program 387 17.1 Background 387 17.2 The Solution 389 17.3 Data Collection and Analysis 391 17.4 Data Interpretation and Conclusion 393 17.5 Calculating the Return on Investment 394 17.6 Communication of Results 395 17.7 Questions for Discussion 396 18 Measuring ROI in a Job Safety Training Program at a Major Food Retailer 397 18.1 Background 398 18.2 Evaluation Methodology 400 18.3 Calculating ROI 406 18.4 Barriers and Enablers 408 18.5 Communication Plan 409 18.6 Conclusion 411 18.7 About the Author 411 19 Measuring ROI in a Work-at-Home Program 413 19.1 FMI: PART A 414 19.2 FMI: PART B 421 19.3 FMI: PART C 424 19.4 FMI: PART D 427 19.5 FMI: PART E 428 19.6 FMI: PART F 432 19.7 Questions for Discussion 440 19.8 FMI: PART G 440 19.9 Questions for Discussion 442 Index 443
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Within an organization, the responsibilities for environment, health, and safety are often under the direction of the same executive team in an organization.
Preface xxi List of Authors xxxi 1 Environment, Health and Safety is Everywhere 1 1.1 The New Role of EHS 2 1.2 Environmental Initiatives 2 1.3 Safety Initiatives 6 1.4 Health and Fitness 13 1.5 Managing Change in EHS 17 1.6 Final Thoughts 19 2 Is It Worth It? 21 2.1 EHS Killers 22 2.2 Value Redefi ned 28 2.3 Why Now? 31 2.4 EHS Chain of Impact 35 2.5 Shortcomings of Current Measurement and Evaluation Systems 38 2.6 EHS Leadership: A Requirement for Success 43 2.7 Challenges Along the Way 44 2.8 Final Thoughts 47 3 Investing in Environment, Safety and Health Initiatives 49 3.1 Overview 49 3.2 Strategy 1: Avoid the Investment 50 3.3 Strategy 2: Invest the Minimum 55 3.4 Strategy 3: Invest with the Rest 58 3.5 Strategy 4: Invest Until It Hurts 62 3.6 Strategy 5: Invest as Long as there is Payoff 66 3.7 Final Thoughts 70 4 The ROI Methodology: A Tool to Measure and Improve 73 4.1 A Brief Overview 74 4.2 Results Framework 74 4.3 Results Framework and Business Alignment 79 4.4 Benefi ts of Developing the Chain of Impact 82 4.5 The ROI Process Model 83 4.6 Operating Standards and Philosophy 96 4.7 Case Application and Practice 96 4.8 Implementation 97 4.9 Benefi ts of Applying the ROI Methodology 98 4.10 Final Thoughts 101 5 Project Positioning 103 5.1 Creating Business Alignment 104 5.2 Determining Payoff Needs 107 5.3 Determining Business Needs 111 5.4 Determining Performance Needs 118 5.5 Determining Learning Needs 120 5.6 Determining Preference Needs 121 5.7 Developing Objectives for EHS Projects and Programs 122 5.8 Case Study Examples 126 5.9 Final Thoughts 134 6 Measuring Reaction and Learning 135 6.1 Why Measure Reaction? 135 6.2 Sources of Data for Measuring Reaction 138 6.3 Areas of Feedback 139 6.4 Data Collection Timing for Measuring Reaction 140 6.5 Data Collection Methods for Measuring Reaction 141 6.6 Use of Reaction Data 142 6.7 Why Measure Learning? 143 6.8 Challenges and Benefi ts of Measuring Learning 144 6.9 Learning Measurement Issues 146 6.10 Data Collection Methods for Measuring Learning 147 6.11 Use of Learning Data 149 6.12 Final Thoughts 150 7 Measuring Application, Implementation and Impact 151 7.1 Why Measure Application and Implementation? 152 7.2 Application Measurement Issues 153 7.3 Data Collection Methods for Measuring Application 157 7.4 Barriers to Application 159 7.5 Use of Application Data 160 7.6 Why Measure Impact? 160 7.7 Impact Measurement Issues 161 7.8 Data Collection Methods for Measuring Impact 165 7.9 Considerations for Selecting Data Collection Methods 169 7.10 Measuring the Hard to Measure 172 7.11 Final Thoughts 173 8 Isolating the Impact of EHS Projects 175 8.1 Why the Concern About Isolating Project Impact? 176 8.2 Preliminary Issues 179 8.3 Methods to Isolate the Impact of Projects 181 8.4 Considerations When Selecting Isolation Methods 198 8.5 Final Thoughts 199 9 Converting Impact Data to Money 201 9.1 Why the Concern About Converting Data to Monetary Values? 202 9.2 Five Steps to Convert Data to Money 204 9.3 The Five Steps to Convert Data in Practice 206 9.4 Methods to Convert Impact Measures to Money 207 9.5 Considerations When Selecting Data Conversion Methods 215 9.6 Intangible Benefi ts of EHS Projects 219 9.7 Final Thoughts 226 10 Calculating the ROI 227 10.1 Why the Concern About Project Costs? 228 10.2 Fundamental Cost Issues 229 10.3 Fully Loaded Cost Profi le 233 10.4 Cost Classifi cations 235 10.5 The ROI Calculation 236 10.6 ROI Misuse 238 10.7 ROI Targets 240 10.8 Intangibles Revisited 241 10.9 Other ROI Measures 241 10.10 Final Thoughts 243 11 Reporting Results 245 11.1 Why the Concern About Communicating Results? 246 11.2 Principles of Communicating Results 247 11.3 The Process for Communicating Results 250 11.4 The EHS Scorecard 261 11.5 Final Thoughts 268 12 Implementing and Sustaining ROI 271 12.1 The Concern About Implementing and Sustaining ROI 272 12.2 Implementing the Process: Overcoming Resistance 273 12.3 Assessing the Climate 274 12.4 Developing Roles and Responsibilities 274 12.5 Establishing Goals and Plans 278 12.6 Revising or Developing Policies and Guidelines 279 12.7 Preparing the Project Team 280 12.8 Initiating ROI Projects 282 12.9 Preparing Sponsors and Management Team 283 12.10 Removing Obstacles 284 12.11 Monitoring Progress 286 12.12 Final Thoughts 287 13 Measuring ROI in Safety Management for Project Leaders 291 13.1 Background 291 13.2 Why Evaluate this Program? 294 13.3 The ROI Process 295 13.4 Planning for Evaluation 297 13.5 Data Collection Plan 297 13.6 ROI Analysis Plan 297 13.7 Action Planning: A Key to ROI Analysis 300 13.8 ROI Forecast with Reaction Data 303 13.9 Improving Response Rates 305 13.10 Results 306 13.11 Communication Strategy 316 13.12 Lessons Learned 316 13.13 Discussion Questions 317 14 Measuring ROI in a Modular/Reusable Safety Railing System 319 14.1 Background 320 14.2 Problem Defi nition 321 14.3 Project Background 322 14.4 Business Alignment 323 14.5 Evaluation Methodology 323 14.6 Evaluation Results 328 14.7 Communication Strategy 336 14.8 Lessons Learned 336 14.9 Questions For Discussion 337 15 Measuring ROI in an Ergonomics-Based Risk Management Intervention 339 15.1 Background 339 15.2 Evaluation Methodology 343 15.3 Evaluation Results 350 15.4 Communication Strategy 356 15.5 Lessons Learned 356 16 Measuring ROI in Stress Management 361 16.1 Background 361 16.2 Why ROI? 365 16.3 Program Results 373 16.4 Communication Strategies 384 16.5 Policy and Practice Implications 385 16.6 Questions for Discussion 385 17 Measuring ROI in a Safety Incentive Program 387 17.1 Background 387 17.2 The Solution 389 17.3 Data Collection and Analysis 391 17.4 Data Interpretation and Conclusion 393 17.5 Calculating the Return on Investment 394 17.6 Communication of Results 395 17.7 Questions for Discussion 396 18 Measuring ROI in a Job Safety Training Program at a Major Food Retailer 397 18.1 Background 398 18.2 Evaluation Methodology 400 18.3 Calculating ROI 406 18.4 Barriers and Enablers 408 18.5 Communication Plan 409 18.6 Conclusion 411 18.7 About the Author 411 19 Measuring ROI in a Work-at-Home Program 413 19.1 FMI: PART A 414 19.2 FMI: PART B 421 19.3 FMI: PART C 424 19.4 FMI: PART D 427 19.5 FMI: PART E 428 19.6 FMI: PART F 432 19.7 Questions for Discussion 440 19.8 FMI: PART G 440 19.9 Questions for Discussion 442 Index 443
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