Internal Workshops

Over 5,000 organizations have chosen ROI Institute to build internal measurement and evaluation capability.

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Internal Workshop Offerings


Measuring ROI in Training and Development:

A Competency Building Workshop (2 days)

Description

Offering the basic competencies on ROI, this workshop teaches the ROI Methodology, showing participants how to use the ROI Methodology to set objectives, collect data, isolate the effects of learning, convert data to monetary value, capture costs, calculate ROI, and communicate the process and results.

Audience

Learning and Development Professionals, Training Specialists, Training Managers, Training Coordinators, Leadership Development Professionals, OD Professionals, Performance Improvement Professionals—anyone in learning, development and performance improvement.

Materials

Book: Return on Investment in Training and Performance Improvement Programs, 2nd By Jack Phillips, Ph.D., Butterworth-Heinemann, 2003.

Case Book: ROI at Work, by Jack Phillips, Ph.D. and Patricia Pulliam Phillips, Ph.D., ASTD, Alexandria, VA, 2001.

Workbook: 75-150 pages.

Process Model

Application Guide

Case Study

Comments

Offered by ASTD in the USA and facilitated by ROI Institute faculty, this standard two day workshop has been the principle workshop for ROI. In the last decade, approximately 17,000 professionals in 40 countries have participated in this two-day workshop.

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Workshop of Interest (required)

Please provide any important details about your organization as it pertains to your workshop of interest.

Proving the Value of HR: How and Why to Measure ROI (1 to 2 days)

Description

This basic ROI workshop for HR Professionals focuses on evaluation planning, setting objectives, collecting data, isolating the effects of HR programs on the data, converting data to monetary value, capturing costs, calculating ROI, and communicating data.

Audience

HR Professionals, HR Managers, HR Advisors, HR consultants, recruiters, compensation specialists, and other individuals involved in general HR issues.

Materials

Book: Proving the Value of HR: How and Why to Measure By Jack J. Phillips, Ph.D., Patricia Pulliam Phillips, Ph.D., SHRM, 2005.

Workbook, 50 pages

Process Model

Selected Case Studies

Comments

This is the workshop on the basic competencies on ROI.

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Please fill out this form as completely as possible in order to receive your proposal quickly. Thank you!

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Number of Employees (required)

Workshop of Interest (required)

Please provide any important details about your organization as it pertains to your workshop of interest.

Measuring ROI in Human Capital (1/2 day to 1 day)

Description

This workshop presents information on four key areas:

1. how to set the investment level on human capital,

2. how to place a monetary value on human capital,

3. how to measure human capital, and

4. how to develop the human capital scorecard.

The workshop also includes the executive’s role in the process.

 

Audience

Senior HR Leaders, top executives and administrators who are interested in understanding more about the value of human capital, how it is measured and monitored in organizations.

Materials

Book: Investing in Your Company’s Human Capital by Jack Phillips, Ph. D., AMACOM, 2005.

Workbook: 75

Process Model

Application Guide

Comments

Addressing senior executive’s view of human capital, this workshop brings the state of the art information, tools, and techniques to this important issue.

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Workshop of Interest (required)

Please provide any important details about your organization as it pertains to your workshop of interest.

Measuring ROI in Project Management Solutions (1 day)

Description

Focusing on measuring ROI for project management solutions, this workshop teaches how the six types of data are collected, how the effects of the project management solution is isolated from other factors, how to convert the data to monetary value, how to capture the project management costs, and develop the actual ROI.

Audience

Project Managers or individuals involved in project management. Participants should be familiar with project management and interested in showing more accountability for the projects they manage.

Materials

Book: Project Management Scorecard by Jack Phillips, Ph.D., Tim Bothell, Ph.D., G. Lynne Snead. Butterworth- Heinemann, 2002.

Workbook: 75 pages

Process Model

Application Guide

Case Study

Comments

This workshop does not teach project management, but shows how to measure the success of project management solutions, such as tools, technology, and training. It applies the ROI methodology to the project management context.

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Organization/Company Name (required)

Number of Employees (required)

Workshop of Interest (required)

Please provide any important details about your organization as it pertains to your workshop of interest.

Measuring ROI in Leadership Development (1 or 2 days)

Description

Concentrating on how to measure the outcomes of leadership development with the six types of data, this workshop shows how the different types of data are collected, the impact of the leadership development program is isolated from other factors, how data are converted into monetary value, the cost of leadership development is calculated, and the actual ROI is calculated.

Audience

Individuals involved in the coordination, design or delivery of all types of leadership development programs, including succession planning and coaching.

Materials

Book: The Leadership Scorecard by Jack Phillips, Ph.D., Lynn Schmidt. Elsevier Butterworth- Heinemann, 2004.

Workbook: 150 pages

Process Model

Application Guide

Case Study

Comments

The standard two-day ROI in Training and Development workshop is customized for leadership development.

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Workshop of Interest (required)

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Measuring ROI in Coaching (1 or 2 days)

Description

Focusing on how to measure the outcomes of coaching, this workshop presents how to develop the coaching engagement for maximum impact, including planning evaluation, collecting data, isolating the impact of coaching, converting data to monetary value, calculating the fully loaded cost of coaching, and developing the actual ROI calculation.

Audience

Individuals involved in coaching, either hiring coaches or delivering coaching processes; designed for both internal coaches in an organization and external coaches who provide services to others.

Materials

Book: ROI in Training and Performance Improvement Programs, 2nd Ed by Jack Phillips, Ph.D., Butterworth- Heinemann, 2003.

Workbook: 75-150 pgs

Case Study

Process Model

Application Guide

Comments

The coaching version of the one day (Bottomline on ROI) or two day ROI (Measuring ROI in Training and Development) workshops, this workshop is customized for coaches and coaching projects.

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Workshop of Interest (required)

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Measuring the Success of Sales Training (1 or 2 days)

Description

This two-day workshop is designed for professionals interested in measuring the return on investment (ROI) of sales training programs.

Audience

Learning and Development Professionals, Training Specialists, Training Managers, Training Coordinators, Leadership Development Professionals, OD Professionals, Performance Improvement Professionals—anyone in learning, development and performance improvement.

Materials

Book: Measuring the Success of Sales Training, by Patricia Pulliam Phillips, Jack Phillips and Rachel Robinson, ASTD 2013

Workbook: 75-150 pgs

Case Study

Process Model

Application Guide

Request a Proposal

Please fill out this form as completely as possible in order to receive your proposal quickly. Thank you!

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Workshop of Interest (required)

Please provide any important details about your organization as it pertains to your workshop of interest.

Talent Management Retention (1 or 2 days)

Description


This workshop takes a comprehensive approach to managing employee retention. It shows

1. how the cost of turnover has developed,

2. how to diagnose the actual causes of turnover,

3. how to select solutions to reduce turnover,

4. how to forecast the value of a retention solution, and

5. how to measure the impact of those solutions.

This workshop follows the strategic accountability approach to managing retention.

Audience

HR executives, HR managers, HR specialists, and others involved in managing retention in their organization particularly individuals involved in learning and development, recruiting, and employee relations.

Materials

Book: Managing Employee Retention: A Strategic Accountability Approach by Jack Phillips, Ph.D., Adele O’Connell, Ph.D. Elsevier Butterworth-Heinemann 2003.

Workbook: 100 pgs.

Process Model

Application Guide

Case Study

Comments

For organizations that have or anticipate issues with employee turnover, this extremely powerful workshop offers organizations ways to show the value of specific implementations of a retention solution.

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Measuring the ROI in E-learning (1/2 day to 1 day)

Description

Showing how e-learning is evaluated with the six types of data, this workshop treats e- learning as a delivery method and demonstrates how the value of e-learning projects can be developed. Participants learn how to consider both the cost savings and the benefits of e-learning and to contrast those to other learning situations.

Audience

Individuals involved in e- learning development or analysis; course designers, course developers, coordinators, specialists will find this particularly helpful.

Materials

Book: Return on Investment (ROI) Basics, by Patricia Pulliam Phillips, D. and Jack J. Phillips, Ph.D. ASTD Press 2006

Workbook, 75 pages

Process Model

Application Guide

Case Study

Comments

This is the basic Bottomline on ROI workshop customized for the e-learning context.

Request a Proposal

Please fill out this form as completely as possible in order to receive your proposal quickly. Thank you!

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Workshop of Interest (required)

Please provide any important details about your organization as it pertains to your workshop of interest.

Measuring ROI Meetings and Events (1 day or 2 days)

Description

This interactive workshop teaches the basics of the ROI Methodology as applied to meetings, events, incentive programs, sponsorships and exhibits. Through case studies and other activities, participants see how the ROI Methodology can be used to set meeting objectives, collect data, isolate the effects of the meeting, convert data to monetary value, calculate ROI, and communicate the process and results to the meeting’s stakeholders.

Audience

Advanced or Senior level corporate, Independent Planners, MPI Chapter Members, Suppliers, Faculty for meeting planning courses in universities, colleges and trade schools, and Marketing Executives.

Materials

Return on Investment in Meetings and Events: Tools and Techniques to Measure the Success of All Types of Meetings and By Jack J. Phillips, M. Theresa Breining and Patricia Pulliam Phillips. Butterworth-Heinemann, Burlington, MA, 2008

Proving the Value of Meetings and Events: How and Why to Measure ROI, a By Jack J. Phillips, Monica Myhill and James B. McDonough. MPI, Dallas, TX, 2007

Workbook: 100 pages

Process Model

Application Guide

Meeting industry case study

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Chief Learning Officer (1 day or 2 days)

Description

This two day interactive session, focuses on the role of the Chief Learning Officer in organizations. Today more leaders of learning and development are assuming this C-suite title and with it comes many new challenges and opportunities. This workshop will explore how the role is changing and how to tackle some of the key issues. Among the critical topics are delivering value, efficient use of technology, aligning with the business, and building critical relationships. Several strategic issues are explored to create a learning function for efficient global delivery and to show the value of learning in terms executives appreciate and understand.

Audience

This workshop is for those individuals in the role of head of learning and development for major organizations. It provides an opportunity for them to reflect, reset, and prioritize for the future. In an interactive learning format, participants learn from the content, facilitators, but more importantly, colleagues in similar roles.

Materials

Book: Chief Learning Officer by Tamar Elkeles and Jack Phillips, Butterworth- Heinemann 2007

Workbook: 75-150

Case Study

Process Model

Application Guide

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Workshop of Interest (required)

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The Bottomline on ROI (1/2 day or 1 day)

Description

Offering a basic overview of ROI Methodology, this workshop focuses on three important areas:

  1. the very basics of the process, including the different parts and elements that fit together to make an ROI study using the six types of data,
  2. the benefits of using the ROI methodology, and
  3. the barriers to ROI implementation.

Audience

Managers, Executives, Specialists in Human Resources, Training, Development, Learning, Organizational Development, Coaching— anyone interested in learning more about ROI as a viable process for measurement, evaluation, and performance improvement.

Materials

Book: Return on Investment (ROI) Basics, by Patricia Pulliam Phillips, D. and Jack J. Phillips, Ph.D. ASTD Press 2006

Workbook: 75 pgs

Process Model

Application Guide

Case Study (optional)

Comments

This workshop is for individuals who want more understanding about ROI.

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Please fill out this form as completely as possible in order to receive your proposal quickly. Thank you!

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Workshop of Interest (required)

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Achieving Business Alignment (1 day or 2 days)

Description

This interactive two-day workshop will focus on the proper methods for achieving business alignment in any type of project or program in three phases.

Audience

This workshop is for anyone in an organization who is responsible for implementing HR, learning, and change initiatives and achieving and maintaining business alignment in these projects and programs.

Materials

Book: Ten Steps to Achieving Business Alignment, by Jack Phillips and Patricia Pulliam Phillips, ASTD Press 2012.

Workbook: 75-150

Case Study

Process Model

Application Guide

Request a Proposal

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Show Me the Money (1 day or 2 days)

 

Description

This valuable workshop emphasizes the ROI Methodology, developed by industry leader Jack Phillips. Participants experience application of the ROI Process model. This includes developing application and impact objectives, collecting various types of hard and soft data isolating the effects of the program, converting data to monetary values, tabulating appropriate program costs and calculating the ROI. Participants quickly see the advantage of the process as six types of data are collected and analyzed. This data represents both qualitative and quantitative data, developed from a variety of sources.

Audience

All executives interested in determining the ROI for production, technology, marketing, human resources, quality, and similar initiatives.

Materials

Book: Show Me The Money: How to Determine ROI in People, Projects, and Programs, by Drs. Jack and Patti Phillips, Berrett-Koehler 2007

Process Model

Application Guide

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The Consultant’s Scorecard (1 day or 2 days)

Description

This workshop will give you the tools needed to create effective impact and ROI statements for every project proposal you submit.

Audience

Learning and Development Professionals, Training Specialists, Training Managers, Training Coordinators, Leadership Development Professionals, OD Professionals, Performance Improvement Professionals—anyone in learning, development and performance improvement.

Materials

Book: The Consultant’s Scorecard, by Jack J. Phillips and Patricia Pulliam Phillips, McGraw-Hill 2011.

Workbook: 75-150 pgs.

Case Study

Process Model

Application Guide

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ROI for Technology (1 day or 2 days)

Description

While the concept of ROI as a financial evaluation tool has been around for many years, in the past decade it has been used to measure the value of all types of projects and programs, including technology. This workshop shows how to credibly measure the ROI in all types of technology applications.

Audience

This two-day workshop is designed for anyone interested in the determining the payoff of technology projects and programs. Vice presidents, directors, managers, planners, specialists, coordinators, and project manager engineers should find it useful.

Materials

Book: ROI for Technology Projects: Measuring and Delivering Value, by Brian Roulstone and Dr. Jack Phillips.

Workbook: 100

Case Study

Process Model

Application Guide

Comments

This workshop simplifies complex subject matter and makes it useable for professionals from all industry sectors and applicable to any technology project. Discover the basics of measuring return on investment and the benefits you can expect to achieve from reporting the impact of your technology projects.

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The Green Scorecard (1 day or 2 days)

Description

This new workshop—based on the critically acclaimed book, The Green Scorecard, by Drs. Patti and Jack Phillipstakes complex subject matter and makes it pragmatic for professionals from all industry sectors and applicable to any sustainable project. Discover the basics of measuring return on investment, and the benefits you can expect to achieve from documenting the impact of all types of green projects and sustainability initiatives.

Audience

This two-day workshop is designed for anyone interested in the determining the payoff of green and sustainable initiatives. Environmental directors, Chief Sustainability Officers, Energy Savings Specialist, and Conservation Coordinators will find this workshop helpful.

Materials

Book: The Green Scorecard: Measuring the Return on Investment in Sustainability Initiatives, by Patti and Jack Phillips

Workbook: 75-150

Case Study

Process Model

Application Guide

Comments

While the concept of ROI has been a financial evaluation tool for many years, in the last decade it has been used to effectively assess the value of all types of projects and programs. Including green projects and sustainability initiatives.

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Measuring the Success of Organizational Development (1 day or 2 days)

Description

This two-day workshop is designed for professionals interested in examining the strategic role of organizational development (OD) and how to measure the effects of OD efforts.

Audience

Learning and Development Professionals, Training Specialists, Training Managers, Training Coordinators, Leadership Development Professionals, OD Professionals, Performance Improvement Professionals—anyone in learning, development and performance improvement

Materials

Book: Measuring the Success of Organizational Development, by Patricia Pulliam Phillips, Jack Phillips, and Lizette Zuniga, ASTD 2013.

Workbook: 75-150

Case Study

Process Model

Application Guide

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Measuring ROI in the Public Sector (1 day or 2 days)

Description

This public sector version of the ROI Methodology focuses on basic ROI processes, benefits, and barriers. It details evaluation planning, data collection, isolating the effects of a project from other influences, data conversion into monetary value, the cost of the project, and the ROI calculation.

Audience

Government staff at local, state, federal, and international levels. Anyone involved in using public funds will find this workshop helpful.

Materials

Book: An appropriate ROI book based on the

Case Book: Measuring ROI in the Public Sector by Patricia Pulliam Phillips,

Ph.D., Editor, Jack J. Phillips, Ph.D. Series Editor. ASTD, Alexandria, VA, 2002.

Workbook, 75-100 pages

Case Study

Process Model

Application Guide

Comments

Essentially, this is the government (public sector) version of two workshops listed above. This workshop highlights specific issues relevant to measuring and evaluating programs in government or those that use government funding.

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