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.
 
Objectives
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

 
Materials
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.

Patti P. Phillips, PhD is CEO of ROI Institute. She helps organizations implement the ROI Methodology® in more than 70 countries. Her work spans private sector, public sector, nonprofit, and nongovernmental organizations. Patti has authored and edited more than 75 books on measurement and evaluation.

Patti serves as chair of the International Federation of Training and Development Organisations Board of Trustees; chair of the United Nations Institute for Training and Research Evaluation Advisory Board; co-chair of the Institute for Corporate Productivity People Analytics Board; and board member of the American Board of Optometry. From 2018-2024, Patti served on the United Nations Institute for Training and Research Board of Trustees. During her tenure she served as board vice chair and finance committee member.  

She, along with her husband and ROI Institute co-founder Dr. Jack J. Phillips, is the recipient of the 2024 Association of Learning Providers (ISA) Thought Leader Award, 2022 Association for Talent Development (ATD) Thought Leader Award, and the 2019 Center for Talent Reporting Distinguished Contributor Award. Additionally, in 2015, Patti was honored as the ATD CPTD Fellow, a distinction that recognizes her contributions to the professionalization of the talent development field.  

Patti can be reached at patti@roiinstitute.net and https://www.linkedin.com/in/pattipphillips/