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Measuring ROI in Learning & Development

By  Patti P. Phillips, Jack J. Phillips

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How do you accurately and effectively measure return on investment (ROI) in training and performance improvement?

Measuring ROI in Learning & Development, a new volume with a focus on the international arena and including a selection of case studies, provides detailed information on how to create, develop, and sustain a comprehensive ROI evaluation system. A focus on accountability in measuring ROI in learning and performance improvement programs has produced a book filled with functional, pragmatic suggestions and examples that can be implemented in the real world.

Measuring ROI in Learning & Development provides everyone who has a personal or professional interest in developing effective metrics with a solid foundation on which to build practical ROI measuring programs.

Specific topics covered include:

  • examination of selected case studies, many of which employ the ROI Methodology
  • definition and discussion of the ROI Methodology, and suggestions on how to best implement it
  • exploration of best practices in measurement and evaluation of ROI
  • discussion of various ROI data collection plans
  • coverage of data analysis strategies and program assessment protocols
  • analysis of program costs.

Measuring ROI in Learning and Development provides comprehensive coverage of all aspects of developing, creating, implementing, maintaining, and assessing an effective, productive ROI-measurement program. With its explanation of the ROI Methodology; presentation of numerous case studies; extensive documentation and analysis of best practices; and consideration of such important issues as cost, data collection, and program assessment, this title is the most complete resource available for those involved with measuring ROI.



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(*) The following formats are included with a purchase of this E-Book: PDF, Kindle, EPUB.


Patti P. Phillips

Patti Phillips is president and CEO of the ROI Institute and is the ATD Certification Institute's 2015 CPLP Fellow. Since 1997, she has worked with organizations in more than 60 countries as they demonstrate the value of a variety of programs and projects. Patti serves on the board of the Center for Talent Reporting, as Distinguished Principal Research Fellow for The Conference Board, and as faculty on the UN System Staff College in Turin, Italy.

Patti has written and edited numerous books and articles on the topics of measurement, evaluation, and ROI. Recent publications include Measuring the Success of Leadership Development, Making Human Capital Analytics Work, Measuring the Success of Learning Through Technology, Measuring the Success of Organization Development, and Measuring Leadership Development: Quantify Your Program's Impact and ROI on Organizational Performance.

Jack J. Phillips

Jack J. Phillips, PhD, is chairman of the ROI Institute and a world-renowned expert on measurement and evaluation. Phillips provides consulting services for Fortune 500 companies and workshops for major conference providers worldwide. Phillips is also the author or editor of more than 100 articles and 75+ books, including  Measuring the Success of Leadership Development: A Step-by-Step Guide for Measuring Impact and Calculating ROI (ATD Press). His work has been featured in the Wall Street Journal, Bloomberg Businessweek, Fortune, and on CNN.


“Patti and Jack Phillips have done it again. As learning and development professionals struggle to prove their value in a tough economy, Patti and Jack have assembled an excellent case study book to underscore the value of ROI – and how to do it. If you are a practitioner, you cannot afford to miss this book.”

William J. Rothwell, PhD, SPHRProfessor, Pennsylvania State University

 “Measuring ROI in Learning & Development assembles an incredible group of practitioners telling stories about defining real business results of real learning programs. Genuine data collection instruments and actual executive summaries are included, providing powerful examples for adaptation to my own projects. I’ve read more books, blogs, articles, and journals than I can count, searching for exactly this type of global, transparent, business-aligned collection of true examples of ROI in action, and this book stands out as the best resource to date.”

Laura Rexford, Manager, Client LoyaltySkillSoft Corporation

“Impact evaluation on people development projects speaks to a culture of accountability.  This book of global case studies take readers on a journey that translates the concept into practical application – unpacking ‘how’ across industries and countries. People who lead, fund, participate in, and benefit from learning and development will experience the realness of impact evaluation. A worthwhile read.”

Esta Viviers, DirectorConnemara Consulting

“This book is a truly monumental effort as it covers varied business scenarios in all kinds of organizations and from all parts of life. Each chapter teaches us about the ROI process being applied to various training efforts. I was impressed by the approaches, tools, and above all – the results of the efforts in money terms. I will always have this book handy at my workspace.”

Bhaskar Bhattacharya, Executive Director – Organization & Leadership DevelopmentNielsen, for Asia Pacific, Middle East, and Africa


Book Details

ISBN: 9781562867997

Pages: 416

Publisher: ASTD Press

Pub Date: December 2011

Formats: Paperback, PDF

Product Code: 111114

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