$995.00 USD

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Measuring the ROI in Learning and Development

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 learning and development programs. Participants are introduced to the ROI Methodology®, which includes developing objectives, collecting data, isolating the effects of a program, converting data to monetary values, tabulating appropriate program costs, and calculating 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.


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.


Patti P. Phillips, Ph.D.
Chief Executive Officer
ROI Institute, Inc. 

Jack J. Phillips, Ph.D.
ROI Institute, Inc.