Are you Driving Business Value or Simply Entertaining?
Connecting Learning to Business Results


Patti phillips headshot (1)
CEO, ROI Institute
Webinar Recording Details
  • Category
  • Date and Time
    Thu, Sep 23, 2021 at 9AM Pacific / 12PM Eastern
  • Duration
    1 Hour
  • Cost
    $0 (Free)
  • Want Access?
    Register to view the recording.



Learning and talent development programs should drive organizational change. The challenge is that very few learning and development professionals have data to show top executives that their programs make a difference to the bottomline. The most critical issue when measuring the success of a major learning program is to assess if participants are using what they learned and if there is a corresponding impact? If you are not delivering these results, then you are in the entertainment business. All stakeholders involved in initiating, designing, developing, facilitating, implementing, and supporting learning programs should see positive results. When asked this during workshops and webinars, 91% of learning and development professionals agree.
This session shows how to use design thinking to deliver and measure up to five levels of outcomes, including impact and ROI. This session will showcase the current status of measurement and evaluation by providing examples of measures at each level of the evaluation process. This session will also focus on the criteria for selecting programs to be evaluated at the business impact and ROI levels, introduce effective methods to convert measures to monetary value and show how to identify intangibles linked to programs.
After attending this session, participants will be able to:
  1. List the data sets possible from learning and talent development programs by categories, including ROI
  2. Identify the categories desired by top executives and other key stakeholders
  3. Explain how these measures are derived and developed
  4. Pursue a plan to measure results and communicate results to different audiences
All participants will receive tools, resources, job aids, and a digital copy of a chapter from the book, The Business Case for Learning by Patricia Pulliam Phillips, Ph.D., and Jack J. Phillips, Ph.D.

About Patti Phillips, Ph.D.

Patti P. Phillips, Ph.D., CEO of ROI Institute, is a driving force in the global adoption of the ROI Methodology® and using measurement and evaluation to drive organizational change. Her work as an educator, researcher, consultant, and coach supports practitioners as they change their approach to defining and achieving success while improving future results, ultimately adding value to their work, organization, and community. Her work spans the private sector, public sector, nonprofit, and nongovernmental organizations.

Patti serves as vice chair of the Board of Trustees of the United Nations Institute for Training and Research (UNITAR) and faculty of the UN System Staff College in Turin, Italy; chair of the Institute for Corporate Productivity (i4cp) People Analytics Board; Senior Advisor, Human Capital, The Conference Board; board member of the International Federation for Training and Development Organizations (IFTDO); and is an Association for Talent Development (ATD) Certification Institute Fellow. She, along with her husband and business partner, Jack J. Phillips, is the recipient of the 2022 ATD Thought Leader Award, named among the top fifty coaches globally by the Thinkers50 organization, and named a finalist for the Marshall Goldsmith Distinguished Achievement Award for Coaching. 

Patti has authored and edited over 100 books, including Show the Value of What You Do: Measuring and Achieving Success in Any Endeavor (Berrett-Koehler Publishers, September 2022).

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