Measuring the ROI in Learning and Development

Live Virtual Workshop
July 13-15, 2021, 1:00 am to 5:00 am GMT


This workshop introduces the concept of ROI, the fastest growing metric for evaluating major programs. Participants are introduced to the ROI Methodology® while learning how to develop objectives, collect data, isolate a program’s effects, convert data to monetary values, tabulate program costs, and calculate the ROI. Participants will quickly see the advantage of using ROI as six types of data are collected and analyzed. This workshop takes the mystery out of the use of ROI.

Live Interaction 

Engage with facilitators and other participants in activities involving learning and development examples.

Rich Content

Learn about the ROI Methodology, five levels of evaluation, 12 guiding principles, and the value chain for L&D programs.

Demonstrate Value

Gain skills to design programs to deliver impact and a positive ROI and measure program results at five levels.

Workshop Objectives

After attending this workshop, participants will be able to:

  • Identify the drivers for ROI.
  • Identify the five levels of outcome evaluation.
  • Make the business case for ROI.
  • Address issues of data collection, isolating the effects of a program and converting data to money.
  • Develop program objectives at multiple levels.
  • Explain to clients how ROI works.
  • Identify 7 to 12 guiding principles.
  • Describe the 12 steps in the ROI Methodology®.
  • Plan next steps.

Each participant will receive digital resources, including a detailed workbook with tools and case studies, two job aids, and a digital copy of ROI Basics, 2nd Edition (ATD Press, 2020) by Patti Pulliam Phillips and Jack J. Phillips.

Who Should Attend

This workshop is designed for those individuals who are interested in knowing more about the success of learning and development, particularly at the ROI level. Individuals who should attend are learning and development managers, management development specialists, human resource managers, performance consultants, facilitators, learning advisors, analysts, human resource coordinators, organizational development specialists, human resource consultants, chief learning officers, trainers, supervisors, learning and development coordinators, etc.



Patti P. Phillips, Ph.D.

Patti Phillips, Ph.D., CEO of ROI Institute, Inc., the leading source of ROI competency building, implementation, networking, and research, is a renowned expert in measurement and evaluation. She helps organizations implement the ROI Methodology in 65 countries around the world. Phillips has authored dozens of books on accountability.

Jack J. Phillips, Ph.D.

Jack Phillips, Ph.D., is chairman of ROI Institute, Inc. He 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 throughout the world.