ROI Made Simple: A Step-by-Step Guide to Measuring Success
Speaker

Chairman, ROI Institute
Webinar Recording Details
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Date and TimeThu, Dec 19, 2024 at 12PM Pacific / 3PM Eastern
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Duration1 Hour
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Cost$0 (Free)
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Want Access?Register to view the recording.
Handouts
Description
Join Jack J. Phillips, Ph.D., chairman of ROI Institute and renowned authority on measurement and evaluation, for an exclusive webinar on the fundamentals of ROI evaluation. Measuring the impact and ROI for major programs may be the only way to secure your budget. This session is designed to introduce professionals across industries to the tools and knowledge needed to measure the success of their programs at the impact and ROI levels. From research, we know that senior leadership in an organization prefers impact and ROI evaluation for learning and development.
Dr. Phillips will walk you through the steps to evaluate the impact and return on investment (ROI) of your investments in people, programs, and projects. Whether you’re designing, developing, implementing, facilitating, or managing hard or soft skills programs, using a proven and credible evaluation process is necessary to link outcomes to business value.
Key takeaways include:
Objectives
By attending this session, participants will be able to:
Dr. Phillips will walk you through the steps to evaluate the impact and return on investment (ROI) of your investments in people, programs, and projects. Whether you’re designing, developing, implementing, facilitating, or managing hard or soft skills programs, using a proven and credible evaluation process is necessary to link outcomes to business value.
Key takeaways include:
- Why ROI Matters: Understand the critical importance of measuring non-capital investments in today's data-driven world
- The ROI Process in Action: Explore how the methodology translates intangible initiatives into measurable, quantifiable results
- Applications Across Industries: Learn how organizations worldwide use the ROI Methodology to justify budgets, drive decision-making, and improve accountability
- Achieving Alignment and Success: Discover how to align program objectives with organizational goals and measure progress effectively
Objectives
By attending this session, participants will be able to:
- Explain why ROI is needed for major programs
- Identify the five levels of outcomes from any program
- Determine where and when to use ROI to measure success
- Identify the steps in the ROI Methodology

About Jack Phillips, Ph.D.
Jack J. Phillips, Ph.D., chairman of ROI Institute, Inc., is a world-renowned expert on accountability, measurement, and evaluation. A former HR executive, Phillips consults for Fortune 500 companies and major global organizations. The author or editor of more than 75 books, he conducts workshops and presents at conferences globally.
Jack has been recognized and awarded for his work by numerous professional organizations. He, along with his business partner and wife, Patti Phillips, received the 2024 Thought Leader Award from the Association of Learning Providers (ISA), the 2022 Association for Talent Development (ATD) Thought Leader Award, and the 2019 Center for Talent Reporting Distinguished Contributor Award. In 2019, he was named among the top fifty coaches globally by the Thinkers50 organization and named a finalist for the Marshall Goldsmith Distinguished Achievement Award for Coaching. 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.