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, 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/