It’s Time to Get Serious About Program Evaluation


Jack phillips headshot
Chairman, ROI Institute
Webinar Recording Details
  • Date and Time
    Thu, Dec 07, 2023 at 12PM Pacific / 3PM Eastern
  • Duration
    1 Hour
  • Cost
    $0 (Free)
  • Want Access?
    Register to view the recording.


Best practice organizations allocate 4-5% of the learning budget for measurement and evaluation. Yet, most L&D teams invest just one percent or less of their budgets to measurement and evaluation—and most of that investment is in tracking who is in the program (Level 0), reaction to learning (Level 1), and learning (Level 2). Very little data is captured for application (Level 3), impact (Level 4), and ROI (Level 5). This is not good news.

With this backdrop, it should come as no surprise that learning and development continues to be regarded as a cost and not an investment. However, the L&D function can be a business contributor and, in many organizations, a business driver. 

This session will explore the current status of measurement and evaluation globally, and what can be done (and is being done) to dramatically change the view, perception, and success of learning and development.

After attending this session, participants should be able to:
  1. Describe the need for more investment in measurement and evaluation
  2. Identify the levels of outcomes needed for top executives
  3. Design learning and development to deliver business value
  4. Measure learning and development at the impact and ROI levels

About Jack Phillips, Ph.D.

Jack J. Phillips, Ph.D., chairman, ROI Institute, is a world-renowned expert on accountability, measurement, and evaluation. Phillips provides consulting services for Fortune 500 companies and major global organizations. The author or editor of more than 100 books, he conducts workshops and presents at conferences worldwide.

His expertise in measurement and evaluation is based on more than 27 years of corporate experience in the aerospace, textile, metals, construction materials, and banking industries. Jack has served as training and development manager at two Fortune 500 firms, senior human resource officer at two firms, president of a regional bank, and management professor at a major state university.

Jack has been recognized and awarded for his work by numerous professional organizations, including being named a Choice Award winner by Training Magazine Network for five consecutive years. Jack along with his wife and ROI Institute co-founder, Patti P. Phillips, Ph.D., received ATD’s 2022 Talent Development Thought Leader Award. SHRM presented Jack with its highest creativity award for an ROI study and awarded an ROI Institute book with a best book award. 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.

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