The Bottomline on ROI presents the rationale for developing and implementing a comprehensive measurement and evaluation process to demonstrate the impact and return on investment (ROI) of training and development programs and processes. This session will introduce the ROI Methodology®, the most applied and documented approach to showing the value of investments in training and development, HR, performance improvement, and other fields.

During the webinar, you will see real-world applications of this methodology involving different programs, including sales training, virtual learning, coaching, leadership development, and others. Attend this session to see how implementing this methodology will indicate the impact of programs, processes, and initiatives—and how you can improve them and the processes that support them.

Objectives

After attending this session, participants should be able to:

1. Explain why ROI is needed today
2. Identify the five levels of evaluation
3. Identify the 12 steps in the ROI Methodology
4. Determine where and when to use ROI to maximize results

Patti P. Phillips, Ph.D., is the co-founder and CEO of ROI Institute, Inc., a US-based consulting firm that serves for-profit, not-for-profit, government, and non-governmental organizations in 70 countries as they build capability in measurement, evaluation, and human capital analytics using the ROI Methodology®. An internationally recognized leader in measurement and analytics, her expertise is documented in more than 50 published books and business journals.

Patti, along with her business partner and husband, Jack Phillips, received the 2024 Thought Leader Award from the Association of Learning Providers. They also received the 2022 Association for Talent Development Thought Leader Award and the 2019 Center for Talent Reporting Distinguished Contributor Award. In 2019, she was named among the top 50 coaches globally by the Thinkers50 organization and named a finalist for the Marshall Goldsmith Distinguished Achievement Award for Coaching.

Patti serves as the Chair of the International Federation of Training and Development Organization, Chair of the Institute for Corporate Productivity People Analytics Board; Senior Adviser for The Conference Board; and board member of the International Society for Performance Improvement.