About us


Phillips ROI Methodology

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. For a full overview of the ROI Methodology, download our Certification Overview.

About ROI Institute

ROI Institute, Inc., founded in 1992, helps organizations evaluate the success of projects and programs, including measuring the financial return on investment (ROI). We do this by providing workshops, consulting, coaching, hosting briefings and presentations, researching, and benchmarking. ROI Institute operates through a network of partners and associates in the U.S. and in over 60 countries with the help of over 100 ROI consultants. Our services are tailored to the following professional fields:

    • Human Resources/Human Capital
    • Training/Learning/Development
    • Leadership/Coaching/Mentoring
    • Knowledge Management/Transfer
    • Recognition/Incentives/Engagement
    • Change Management/Culture
    • Talent Management/Retention
    • Policies/Procedures/Processes
    • Technology/Systems/IT
    • Meetings/Events/Conferences
    • Marketing/Advertisement/Promotion
    • Organization Development/Consulting
    • Project Management Solutions
    • Quality/Six Sigma/Lean Engineering
    • Communications/Public Relations
    • Public Policy/Social Programs
    • Creativity/Innovation
    • Ethics/Compliance/Risk
    • Safety/Health/Fitness Programs
    • Green Projects/Sustainability
    • Healthcare Initiatives
    • Schools/Colleges/Universities

Our Mission

1. To develop, refine, and support the use of the ROI Methodology in all types of applications and settings by building serious capability in individuals who become Certified ROI Professionals.
2. To continually push to remain the global authority on measurement and evaluation of all types of projects and programs, including measuring the financial ROI.

What we offer:


  • Internal Consulting

    ROI Institute consultants provide assistance with assessment, measurement, and evaluation to individuals and organizations. At the heart of the practice, consultants conduct impact studies on various projects and programs. Consultants provide an independent assessment of a project, measuring reaction, learning, application, impact, ROI, and intangibles. Barriers and enablers are identified to show how the project can be more successful. The ROI Institute provides guaranteed satisfaction. Projects range from studies involving a small group of individuals to large-scale evaluations spanning multiple months or years. Our services include:

    • Performance Evaluation/Project Management
    • Coaching and supporting internal program evaluations
    • Educational programs to enhance skills and capabilities

    Email info@roiinstitute.net for a free consultation to uncover your evaluation needs.

  • ROI Certification Workshops

    The ROI Certification Workshop is the most comprehensive program for gaining the knowledge, skills and resources to evaluate programs of all types. It is a proven process to develop the capability necessary to measure the impact and ROI for any project or program. Upon completion you will receive continued support as you conduct your first impact study in your own organization. Upon demonstrating competency in the application of the ROI Methodology, you will earn the prestigious Certified ROI Professional (CRP) designation, joining over 3,500 other professionals who have achieved this designation. No other workshop gives you access to the same level of expertise and capability as ROI Certification. Learn more by downloading our Certification Brochure and check out our Event Calendar for workshops coming your way!

    This program has been approved for 32 (HR General) recertification credit hours toward PHR, SPHR and GPHR recertification through the HR Certification Institute.


  • Publications/Tools

    Through a network of world-class publishers including Berrett Koehler, McGraw Hill, Wiley & Sons and ATD, the ROI Institute documents the ROI Methodology for multiple audiences in multiple languages. ROI Institute CEO Patti Phillips and ROI Institute Chairman Jack Phillips together have contributed to the publication of over 120 books. The goal is to present ROI in a variety of different ways for different audience needs. Publications range from brief introductions to detailed books filled with case studies that describe the application of the process step-by-step. Books are available through publishers and through the ROI Resource Center.

    Our Free Tools section is also available to professionals looking to start measuring the ROI of projects, programs, and initiatives. The section includes templates for data collection, case studies for reference, samples of our work among other important tools for beginners. For access to all of our tools, one must become a site member by taking the ROI Certification Course.

Our Global Footprint

ROI Institute is proud to be in 66 countries all over the world. 

world map2

We are fortunate to work closely with partners in several countries to promote analytics and capability. If you do not see a country  listed, we are accepting applications for partnership in those locations. Please send an email requesting application to info@roiinstitute.net.

Argentina | Australia ⎢ Bahrain | Belgium | Brazil | Canada | Chile | Colombia | Ecuador | Egypt | Germany | Greece | Indonesia | IndiaIreland | JordanLebanon | Luxemburg | Mexico | Netherlands | New Zealand | Norway | Peru  | Poland | Puerto Rico | Saudi ArabiaSingapore|South Africa | South Korea | Sultanate of Oman | Turkey | UAE | United Kingdom | Venezuela | Zimbabwe

Our Customers

Over 5,000 organizations including..






Our Technology Partners

We partner with technology firms to enable the efficient use of the ROI Methodology.

  • roi_navigator_logo

  • Vestrics-Logo 1