Who We Are
ROI Institute is a consulting firm that travels the world implementing the ROI Methodology into organizations. The team consists of top-minds in the fields of Human Resources, Human Capital Analytics, Marketing & Events, Coaching, Healthcare, etc.
What We Do
Who We’ve Worked With
We’ve had the pleasure to work with Fortune 500 companies, government organizations, nonprofits, healthcare companies, and non-government organizations. We can implement the ROI Methodology into any size or type of company.
What is it? Why use it?
Systematic approach to evaluating all types of programs and projects
Captures six types of data from reaction to ROI
Credible and scalable process
Most widely used evaluation system, with global adoption
An Interview with Patti Phillips, Ph.D., President, and CEO of ROI Institute
Five Levels of Evaluation
Level 1 Reaction and Planned Action
Level 2 Learning
Level 3 Application and Implementation
Level 4 Impact (Tangibles and Intangibles)
Level 5 Return on Investment
1. Improve Projects
2. Demonstrate Value
3. Secure Funding
4. Forecast ROI
5. Align with Business
The ROI Methodology is a scalable and systematic approach to program evaluation. Using a process model, five-level framework and operating standards to capture performance metrics from simple satisfaction scores to financial impact; the methodology enables you to collect appropriate data to report performance of a variety of initiatives and program types. The ROI Methodology generates both qualitative and quantitative data and provides techniques to isolate the effects of the program from other influences – resulting in credible metrics and ROI reports accepted by financial executives and stakeholders.
With over 5,000 organizations using this process, the ROI Methodology is the most used and implemented evaluation system in the world. The ROI Methodology not only provides the capability to evaluate program performance, but also improves the design of programs for optimal impact. A focused, proven and practical approach – the process is grounded in conservative standards and a cost effective approach to evaluation.