PowerPoint presentation on the Quantitative ROI of the Nationwide Financial Coaching Program. This presentation features my pilot study that I conducted during my 2015 Summer Internship at Nationwide Financial which I presented to the Business Performance Excellence Leadership Team as well as other leaders in the organization.

1. ROI OF NF COACHING PROGRAM
SUPERVISOR: DR. PEGGY MARSHALL
JONATHAN KATZ, COACHING INTERN

2. JONATHAN KATZ– COLLEGE OF WOOSTER
INTERNSHIP 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
2
PICTURE
PLACEHOLDER

3. 3
ROI EQUATION

4. 4
GOALS
Footnote/Sourcing (8pt, Arial)
1. Communicate the process of the pilot study
2. Calculate the ROI of the coaching program
at NF by department
3. Identify the KPI of the Coaching

5. 5
WHAT IS THE REAL PROBLEM/DECISION/DILEMMA?
Footnote/Sourcing (8pt, Arial)

6. 6
MEASUREMENT OF ROI
Footnote/Sourcing (8pt, Arial)

7. 7
OTHER COMPANIES ROI % OF COACHING
ICF Internal Coach CoP - Creswell 02Dec14.pdf
Nationwide
Financial?IBM: 563%
TINE
Group(Norway):
682%
Genetech (US):
150-200%
“The Coaching
Impact Study”
Sologlass
windowcare
(UK): 490%

8. 8
DR. HUNT D.B.A. “THE COACHING IMPACT STUDY”
Footnote/Sourcing (8pt, Arial)
T1 – T2
3 Groups
Dialogue
Created

9. 9
PILOT STUDY
Modified Delphi
Study
Ranking
Estimated Coaching
Contribution
Estimated Revenue
Generated
Confidence Level

10. 10
CALCULATING BENEFITS
Estimated
Revenue
Coaching
Contribution
Confidence Benefits

11. 11
PRELIMINARY RESULTS

12. 12
Qualitative
IPSO ROI
Data
Managing
Performance
Developing
Self
Work/Life
Balance
Listening
Skills
IPSO DATA

13. 13
QUANTITATIVE IPSO ROI DATA (12 IPSO COACHES)
$3,433,333.63
Benefits
$1.5 Million
Costs
128.89% ROI

14. 14
FIELD DATA
Qualitative
Field ROI
Data
Listening
Skills
Interpersonal
Skills
Developing
Self
Decision
Making and
Judgment

15. 15
QUANTITATIVE FIELD ROI DATA (3 FIELD COACHES)
$76,115,000
Benefits
$1.5 Million
Costs
4,974.33% ROI

16. 16
ISS DATA
Qualitative
ISS ROI Data
Strategic
Thinking
Listening
Skills
Self
Awareness
Personal
Energy

17. 17
QUANTITATIVE ISS ROI DATA (16 ISS COACHES)
$32,435,525
Benefits
$1.5 Million
Costs
2,162.37% ROI

18. 18
FSᶾ DATA
Qualitative
FSSS ROI
Data
Managing
Performance
Developing
Self
Strategic
Thinking
Self
Awareness

19. 19
QUANTITATIVE FSᶾ ROI DATA (5 FSSS COACHES)
$2,637,587.5
Benefits
$1.5 Million
Costs
75.84% ROI

20. 20
NRS DATA
Qualitative
NRS ROI
Data
Self-
Awareness
Managing
Performance
Goal
Setting
Listening
Skills

21. 21
QUANTITATIVE NRS ROI DATA (4 NRS COACHES)
$993,000
Benefits
$1.5 Million
Costs
N/A ROI

22. 22
SAMPLE SIZE CHART
Number of
Participants
Department
IPSO ISS NRS Field FSᶾ
12 16 4 3 5

23. 23
KEY PERFORMANCE
INDICATORS

24. 24
POTENTIAL KPI OF NF COACHING PROGRAM
Employee
Engagement
Employee Team
Retention
Career
Progression
Alignment with
Business
Priorities
Increased
Sales/Revenues

25. 25
LIMITATIONS

26. 26
LIMITATIONS IDENTIFIED IN PILOT STUDY

27. 27
RECOMMENDATIONS
Footnote/Sourcing (8pt, Arial)
Expansive Sample Size
Preparation Time
Benchmarking
Future Research (Discretionary
Effort and Teamwork)

28. 28
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 2003
– According to the Harvard Business Review: “How's Your Return on People?, Harvard Business Review, March 2004,
Laurie Bassi and Daniel McMurrer.”

29. 29
QUESTIONS AND THANK YOU
Questions?
More Information?
Jonathan Katz
jkatz16@wooster.edu
805-405-3170