Forecasting ROI: The Newest Tool for Performance Improvement Professionals


Jack phillips headshot
Chairman, ROI Institute
Webinar Recording Details
  • Date and Time
    Wed, Jun 22, 2022 at 9AM Pacific / 12PM Eastern
  • Duration
    1 Hour
  • Cost
    $0 (Free)
  • Want Access?
    Register to view the recording.


While there has always been a need to show the value of projects, the current economic climate has created even more pressure to show value in terms that executives will understand. In many cases this means projecting the value before it is implemented. The expression “Show Me the Money” is now demanded in many cases before a project is even considered, leaving the project team with the challenge: “How do we forecast the ROI in a credible and rational way to secure the project approval?”

This unique session focuses on this important issue, detailing how the ROI for projects is forecasted in advance using the most credible sources and using a set of conservative standards. The objective is to be realistic but conservative and use the data to secure project approval. This ROI Methodology forecasts up to six types of data, including the financial ROI and is based on hundreds of proven studies. 

After attending this webinar, participants should be able to:
  • Explain the rationale for using ROI on a pre-project basis
  • Describe the six types of data that can be forecasted
  • Conduct a pre-project forecast of data
  • Conduct an ROI forecast from reaction data
  • Present the forecast in a convincing way to senior executives
  • Use forecasting as a routine process to secure project approval and build relationships with clients

Participants will receive a chapter from the book, The Consultant’s Guide to Results-Driven Business Proposals: How to Write Proposals that Forecast Impact and ROI (Jack and Patti Phillips, McGraw-Hill, 2010). 

About Jack Phillips, Ph.D.

Jack J. Phillips, Ph.D., is a world-renowned expert on accountability, measurement, and evaluation. A former bank president, Phillips consults for Fortune 500 companies and major global organizations. The author or editor of more than 75 books, including Show the Value of What You Do (Berrett-Kohler, 2022), he conducts workshops and presents at conferences globally.

Jack has served as training and development manager at two Fortune 500 firms, as senior human resource officer at two firms, as president of a regional bank, and as management professor at a major state university. He has served on the boards of several private businesses, nonprofits, and associations, including the American Society for Training and Development, the National Management Association, and the International Society for Performance Improvement, where he served as president (2012-2013).

Jack has been recognized and awarded for his work by numerous professional organizations, including receiving the 2022 Association of Talent Development (ATD) Talent Development Thought Leader Award along with his wife and ROI Institute co-founder, Patti P. Phillips, Ph.D. Jack was presented the Distinguished Contributor Award by the Center for Talent Reporting (CTR) in 2019. Also in 2019, Jack and Patti were recognized as two of the Top 50 world leaders in coaching by the Thinkers50 organization and were also listed as top finalists for the Marshall Goldsmith Distinguished Achievement award in coaching. ROI Institute was the winner of the Measurement, Testing, and Assessment category of the 2019, 2020, and 2021 Training Magazine Network Choice Awards program. SHRM presented Jack with its highest creativity award for an ROI study and awarded an ROI Institute book with a best book award. Phillips served as President of the International Society for Performance Improvement from 2012–2013 and was the recipient of ISPI's prestigious Thomas F. Gilbert Award in 2018. His work has been featured in the Wall Street Journal, BusinessWeek, and Fortune magazine, and he has been interviewed by several television programs, including CNN. Learn more at

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