Take the mystery out of return on investment (ROI) with an internationally recognized leader on the topic for coaching, Lisa Ann Edwards. You’ll learn how ROI is much more than just a financial metric — it’s key to the transformation you deliver.

Lisa Ann Edwards is a Top 100 Women in Tech Founder and CEO of Excelia, a software-as-a-service (SaaS) company.

In this episode Melinda and Lisa talk about:

• The exponential recent growth of coaching
• Return on investment (ROI) beyond the financial aspect
• Tying the ROI to ripple effects for the client to demonstrate full value
• Measuring and tracking transformation
• The initial steps to assessing ROI
• ROI perspectives for brand-new coaches
• Steering clear of common ROI stumbling blocks
• Measurement and tracking frequency
• Incorporating technology into the ROI process
• The near future for how ROI plays a part in coaching

“We really do need our client to be accountable to the work in order for us to see the payoff in the end.”

Lisa Ann Edwards

Lisa Ann Edwards is a Top 100 Women in Tech Founder and CEO of Excelia. This technology platform empowers excellence through cutting-edge, AI-driven coaching solutions to transform coaching, training, and talent development programs, bridging skills gaps, and driving actionable results that lead to measurable ROI.

As a former head of talent management for a Bill Gates-owned global media company, Lisa learned first hand the importance of effective people development programs when senior executives cut all the programs because they couldn’t see bottom-line results. Lisa brought budgets back to the organization after proving the ROI of a coaching program.

Since then, Lisa has worked on ROI projects with some of the most recognizable brands in the world: Microsoft, Amazon, Google, Gates Foundation, Pinterest, Gusto, The Federal Reserve, Nationwide Insurance, TELUS, BMW, and many more. With more than two million data points on leadership effectiveness, Lisa is the authority on coaching, leadership, and training programs that get results. She has spoken with more than 20,000 practitioners worldwide and at more than 200 events worldwide, from China to India, the Middle East, Europe, and North America.

Resources or websites mentioned in this episode:
Mirasee
Coaches Console
Melinda’s book: The Confident Coach
Lisa’s website: MyExcelia.com
Lisa’s The Money Talk™ worksheet: MyExcelia.com/the-money-talk

Credits:
Host: Melinda Cohan
Producer: Michi Lantz
Supervising Producer: Cynthia Lamb
Audio Editor: Marvin del Rosario
Executive Producer: Danny Iny
Music Soundscape: Chad Michael Snavely
Making our hosts sound great: Home Brew Audio

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Music credits:
Track Title: Clouds
Artist Name: Acreage
Writer Name: Marshall Usinger
Publisher Name: BOSS SOUNDSTRIPE PRODUCTIONS

Track Title: Coastline Dream
Artist Name: Wild Sky
Writer Name: Adam Simons
Publisher Name: BOSS SOUNDSTRIPE PRODUCTIONS

Track Title: Coo Coos
Artist Name: Dresden, The Flamingo
Writer Name: Matthew Wigton
Publisher Name: A SOUNDSTRIPE PRODUCTION

Track Title: Stars & Trees
Artist Name: Outside The Sky
Writer Name: Dustin Ransom
Publisher Name: A SOUNDSTRIPE PRODUCTION

Special effects credits:
24990513_birds-chirping_by_promission used with permission of the author and under license by AudioJungle/Envato Market.