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Measuring Return on Investment Certificate

Connect your learning investment to the business bottom line.

Build the skills needed to develop and deliver effective return on investment (ROI) evaluations for learning and performance, organizational development, human resources, technology, change, and quality solutions.

Face-to-Face
Face-to-Face
Live Online
Live Online
Credits: CEU 1.4 MORE
Level: Intermediate
Role(s): HR/OD Professional More
Language(s): English

Pricing

$1,295
Member
$1,495
Non-member
Course Info

Training’s return on investment is often top of mind for business leaders. That’s why developing the skills needed to create and deliver effective return on investment (ROI) evaluations should be at the top of your to-do list. Important areas where measuring ROI is key include learning and performance, organization development, human resources, technology, change, and quality solutions.

... Read More

Training’s return on investment is often top of mind for business leaders. That’s why developing the skills needed to create and deliver effective return on investment (ROI) evaluations should be at the top of your to-do list. Important areas where measuring ROI is key include learning and performance, organization development, human resources, technology, change, and quality solutions.

In this ROI training you will learn to apply the Phillips ROI Methodology techniques to learning and performance solutions. This includes isolating the impact of your program on business measure improvements, converting those improvements to money, and calculating the ROI.

WHY SHOULD I ATTEND?

  • Apply ROI techniques to measure the impact of learning and performance solutions in order to gain senior leadership buy-in.
  • Link your learning program objectives to business results.
  • Develop an evaluation plan for one of your own programs to improve your evaluation processes back on the job.

Read Less

What You Will Learn
  • Update internal processes on evaluation
  • Develop application and impact objectives
  • Develop data collection plans and select appropriate data collection methods
  • Use appropriate methods to isolate the effects of programs
  • Use appropriate methods to convert data to monetary values
  • Tabulate appropriate program costs
  • Calculate the ROI
  • Identify intangible benefits.
shutterstock_176488454 INSIGHT

So What's the Bottom Line on ROI?

ROI, return on investment, is a metric fundamental to business and government alike. Executives and chief administrators recognize it, and business and operations managers appreciate it. It is...

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ATD Measuring Return on Investment Certificate

Discover why ATD facilitator, Jack Phillips, believes the Measuring Return on Investment Certificate will have an impact on not only your performance, but also your organization.

Get the Course Brochure BROCHURE

Measuring Return on Investment Certificate Brochure

Download the brochure to learn everything you need to know about this course.

COURSE TOPICS
Topic 1 - Introduction & Readiness to Learn
Key Questions
Case Application: Reliance Insurance Company
Definition of Results-Based Training
Defining Benefit/Cost Ratio and the Return-on-Investment
ROI Target-Options
Topic 2 - ROI Process Review
ROI Process Overview
Pieces of the Results-Based Puzzle
Levels of Evaluation for Performance Solutions
The ROI Process Model
The Phillips ROI Methodology
Chain of Impact
Criteria for Selecting Programs for Level 4 and Level 5 Evaluations
Matching Evaluation Levels with Objectives
Measurement in Learning and Performance
What Can You Do with the ROI Process?
Characteristics of Evaluation Levels
Topic 3 - Evaluation Planning Overview
Evaluation Planning Overview
Evaluation Planning Worksheet
Overview of Hard Data
Overview of Soft Data
Developing Objectives of the Solution
Developing Evaluation Plans and Baseline Data
Topic 4 - Data Collection Overview
Data Collection Overview
Collect Data During Solution Implementation
Collect Data After Solution Implementation
Topic 5 - Data Analysis Overview
Data Analysis Overview
Isolating the Effects of the Solution
Converting Data to Monetary Values
Capturing the Costs of the Solution
Calculating the Return-on-Investment
Identifying Intangible Benefits
Topic 6 - Reporting Overview
Reporting Overview
Case Application: Utility Services Company
Common Target Audiences
Impact Study Outline
Scorecard: Seven Categories of Data
Topic 7 - Implementation Issues Overview
Implementation Issues Overview
Management Influence
ROI Dilemmas
Implementation Concerns
Cost-Saving Approaches to ROI
What Next?
Key Implementation Actions
Setting Evaluation Targets
Topic 8 - Appendix
Appendix A—Tools and References
Appendix B—Learning and Development Programs Assessment
Appendix C—Case Applications
Appendix D—ROI Institute, Inc.
Appendix E—ROI Fact Sheet
Who Should Attend

This program is for anyone in an organization who manages a training function or anyone responsible for determining the impact of learning and change interventions. The program teaches the skills of research and measurement that are necessary to effectively conduct impact analysis studies. This program can be beneficial even for those who have a strong research and measurement background.

ATD Education programs are designed primarily for learning professionals—trainers, instructional designers, and organizational development practitioners—but also greatly benefit anyone within an organization who is responsible for developing others, from managers to human resources specialists.

Level: Intermediate
Roles: HR/OD Professional, Manager
Language: English
What Our Participants Are Saying
JS
Julie Stitt

"I have rarely learned as much in two days as I did in ATD's Measuring Return on Investment Certificate Program. This program was excellent. I left the course confident in the knowledge that I will be able to apply the learning quickly, easily and comprehensively."

Dustin_Staiger
Dustin Staiger

"My involvement in ATD has given me guidance in a dynamically changing market, while making me more valuable to my organization. Joining ATD has literally been a career-defining decision for me."

Deanna_Heinrich
Deanna Heinrich

"It is the only organization offering such a wide-range of L&D learning opportunities and exposure to products. ATD is always on the cutting edge of the next things we need to know about!"

Dates & Locations
  • Oct 01-Nov 05, 2019
    Live Online
  • Nov 18-19, 2019
    Chicago, IL
  • Feb 03-04, 2020
    San Jose, CA
  • May 15-16, 2020
    Denver, CO
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Facilitators
Jack Phillips
Patti Phillips
Timothy Brock
Faith Krebs

Things to Know

ATTENDANCE

Face-to-Face Courses
Participation in all originally scheduled days of the program is mandatory in order to receive the certificate of completion and CEUs. Participants who miss more than two hours of the entire program will not be eligible to receive the certificate. Participants who fulfill the attendance requirement will receive a certificate at the end of the program.

Online Courses
Participation in all online sessions at their currently scheduled day and time is mandatory to receive a completion certificate and any applicable credits.

ATD requires active participation through the program to receive credit for the class. Active participation includes, but is not limited to, participating in virtual classroom activities, discussions, breakout sessions, and intersession work. Please note that using a tablet or mobile device severely limits your ability to fully and actively participate.

For programs with five or more sessions, one missed live session can be made up by listening to the session recording in full. Participants who miss more than one live session will not be eligible to receive the certificate. For programs with four or fewer sessions, attendance at all live sessions is required to receive a certificate. If you meet the eligibility requirements, a certificate will be issued to you through the ATD Learning Portal at the end of the program. All sessions will be recorded and available for participants to review throughout the program for your reference.

CREDITS

14.0 learning hours

1.4 CEUs awarded

Up to 14.0 APTD Recertification Points through the ATD Certification Institute.

Up to 14.0 CPLP Recertification Points through the ATD Certification Institute.

This program has been approved for 14.0 (General) recertification credit hours toward PHR, SPHR, and GPHR recertification through the HR Certification Institute.

This program is valid for 14.0 PDCs for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit www.shrm.org/certification.

ATD LEARNING PORTAL

Enrolled in a program? Sign in to the ATD Learning Portal with your ATD account credentials two weeks before the first day of class to:

  • Engage with your facilitator and peers.
  • Access pre-work assignments.
  • View any technical requirements.
  • Review logistical information.

TRANSFERS/CANCELLATIONS

Click here to review our cancellation policy.

FREQUENTLY ASKED QUESTIONS

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Connect with a Professional Development Specialist to discuss what courses make sense for you or your team.