ROI Basics: An Overview of the ROI Methodology with Patti Phillips

TrainingMagNetwork presents a complimentary webinar

Patti Phillips, Ph.D., President & CEO, ROI Institute

Date: Tuesday, May 8, 2012Time: 10:00AM Pacific / 1:00PM Eastern

REGISTER or VIEW RECORDING: http://www.trainingmagnetwork.com/welcome/roi_basics_workshop

Basics of ROI Workshop

http://www.trainingmagnetwork.com/welcome/roi_basics_workshop

Series Description:Never before has ROI been of such importance. The ROI Institute’s ROI

Methodology is the most documented approach to measuring and evaluating learning and development programs. This webinar series presents the key elements in the ROI process.



TUESDAY, May 8: ROI Basics: An Overview of the ROI MethodologyDuring this webcast, we will discuss the foundations of the ROI Methodology. You will learn

• Five levels of evaluation that have served as the foundation for the ROI Methodology since the 1970s• Six types of results generated by the chain of impact• Ten steps in the ROI Methodology process model• Twelve guiding principles that support the ROI Methodology



TUESDAY, May 29: Collecting DataA variety of data collection techniques exist to help you capture the information need to measure the success of your training programs. During this webcast, you will learn

• Types of data collection methods available for each level of evaluation• Options for timing of data collection at each level• Sources that provide you the most credible information



TUESDAY, June 12: Isolating the Effects of Your ProgramsOrganizations invest in a variety of programs, projects, and initiatives to drive

business performance through people. But when business measures improve, how do you know it was your particular program or project that caused the improvement? During this session you will learn

• The importance of isolating the effects of your programs• Three techniques you can use to isolate the effects of your program• Considerations when determining the credibility of data



TUESDAY, July 10: Calculating the ROITo calculate the ROI you must convert impact measures to money, compare it to the program costs, and identify intangible benefits. During this webcast, you will take the final steps in the ROI Methodology. You will learn

• A variety of methods to convert measures to money• Five steps to convert a measure to money• Cost categories that make up the fully-loaded program costs


About Patti Phillips, Ph.D.Dr. Patti Phillips is president & CEO of the ROI Institute and a recognized

expert in measurement and evaluation. Clients include Fortune 500 companies, federal and state government agencies, and non-governmental organizations. She serves as faculty for the UN System Staff College in Turin, Italy, where she teaches the ROI Methodology and Results-Based Measurement. She also serves as Professor of Practice for The University of Southern Mississippi’s Ph.D. in Human Capital Development program and as Principal Research Fellow at The Conference Board. Patti is author or editor of numerous books and articles on the topic of measurement, evaluation, and ROI.


Her latest books include The Bottomline on ROI 2nd edition (HRDQ, 2012), Ten-Steps to Successful Business Alignment (ASTD, 2012), Measuring ROI in Learning and Development: Global Case Studies (ASTD, 2012), and Measuring the Success of Coaching (ASTD, 2012). Patti can be reached at [email protected].
