Return of Investment of the Nationwide Financial Coaching Program

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ROI of NF Coaching Program

Supervisor: Dr. Peggy Marshall Jonathan Katz, Coaching Intern

Jonathan Katz College of WOosterINTERNSHIP TITLE: Business Performance Excellence (BPE) Coaching Intern

MENTOR/MANAGER: Peggy Marshall

MAJOR/AREA OF STUDY: Psychology

CAREER INTEREST/GOAL: Mutual Funds Wholesaler Earn Ph.D.

ANTICIPATED GRADUATION: May 2016

EXTRACURRICULAR ACTIVITIES/INTERESTS: Sports (Football, Baseball, Golf), Traveling, Greek Life, Student Government, Played Division III Football

FUN/INTERESTING FACT ABOUT YOU: Studied abroad in Milan, Italy for the Fall 2014 semester, from beautiful Southern California

2PICTURE PLACEHOLDER

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ROI Equation

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GoalsFootnote/Sourcing (8pt, Arial)

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What is the real problem/decision/dilemma?

Footnote/Sourcing (8pt, Arial)

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Measurement of ROIFootnote/Sourcing (8pt, Arial)

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Other Companies ROI % of Coaching ICF Internal Coach CoP - Creswell 02Dec14.pdf

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Dr. Hunt D.B.A. The Coaching Impact Study Footnote/Sourcing (8pt, Arial)

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After talking about study, go into the modified delphi study handout8

Pilot Study

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Calculating Benefits

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Preliminary Results

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IPSO Data

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Quantitative IPSO ROI Data (12 IPSO Coaches)

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FIELD Data

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Quantitative Field ROI Data (3 Field Coaches)

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ISS Data

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Quantitative ISS ROI Data (16 ISS Coaches)

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FS Data

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Quantitative FS ROI Data (5 FSSS Coaches)

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NRS Data

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Quantitative NRS ROI Data (4 NRS Coaches)

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Sample Size ChartNumber of Participants Department IPSOISSNRSFieldFS1216435

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Key Performance Indicators

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Potential KPI of NF Coaching Program

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Limitations

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Limitations Identified in pilot study

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Recommendations Footnote/Sourcing (8pt, Arial)

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Empirical Studies Appendix

A study of senior level executives at Fortune 1000 companies who received developmental coaching, the average return from the programs was nearly 5.7 times the initial investment. According to: Maximizing the Impact of Executive Coaching, The Manchester Review, 2001, Volume 6, Number 1, Joy McGovern, et.al.

A survey of 30 executives who participated in a large executive development program at a Fortune 500 company, coaching resulted in a 529% return on investment According to: Executive Briefing: Case Study on the ROI of Executive Coaching, Merrill C. Anderson, Ph.D., MetrixGlobal, LLC.

Three stock portfolios comprised only of companies that "spend aggressively on employee development" each outperformed the S&P 500 by 17 - 35% during 2003According to the Harvard Business Review: How's Your Return on People?, Harvard Business Review, March 2004, Laurie Bassi and Daniel McMurrer.

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Questions and Thank you

Questions?More Information?Jonathan Katz [email protected]

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