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

Jack J. Phillips, chairman of ROI Institute, Inc., is a world-renowned expert on accountability, measurement, and evaluation. 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: Measuring and Achieving Success in Any Endeavor (Berrett-Kohler, 2022), he conducts workshops and presents at conferences globally.

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. 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.

Jack can be reached at jack@roiinstitute.net.