The Bottomline on ROI: What it is, What it is Not, and How to Make it Work


Patti phillips headshot (1)
CEO, ROI Institute
Webinar Recording Details
  • Category
  • Date and Time
    Thu, Apr 13, 2023 at 9AM Pacific / 12PM Eastern
  • Duration
    1 Hour
  • Cost
    $0 (Free)
  • Want Access?
    Register to view the recording.


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.


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

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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