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


Patti smaller
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, Inc., is a renowned leader in measurement and evaluation. Patti helps organizations implement the ROI Methodology®️ in more than 70 countries around the world.

Since 1997, Patti has been a driving force in the global adoption of the ROI Methodology and the use of measurement and evaluation to drive organization change. Her work as an educator, researcher, consultant, and coach supports practitioners as they develop their own expertise in an effort to help organizations and communities thrive. Her work spans private sector, public sector, nonprofit, and nongovernmental organizations.

Patti serves as a member of the Board of Trustees of the United Nations Institute for Training and Research (UNITAR). She serves as chair of the Institute for Corporate Productivity (i4cp) People Analytics Board; Principal Research Fellow for The Conference Board; board chair of the Center for Talent Reporting (CTR); and is an Association for Talent Development (ATD) Certification Institute Fellow. She also serves on the faculty of the UN System Staff College in Turin, Italy.

Patti has authored or edited more than 75 books on the subject of measurement, evaluation, analytics, and ROI. Her work has been featured on CNBC, Euronews, and in more than a dozen business journals.



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