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Certificate Program
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Measuring Return on Investment Certificate

Use ROI to demonstrate the real value of talent development.

Develop and deliver effective return on investment (ROI) evaluations for investments in training, talent development, organization development, human resources, change, and more.

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Credits: CEU 1.4 MORE
Level: Capable
Role(s): Independent Consultant More
Language(s): English
Capability Area(s): Data and Analytics More


Course Info

Show the value of talent development initiatives using the measures that matter to your leaders and executives. To remain relevant, you must know how to answer two questions before they are asked. First, how do you know the impact you are claiming is due to your initiative and not something else? The second is, how do you know the initiative was a good investment of resources? This course will show you how to answer both questions using the language and measures leaders expect and respect.... Read More

Show the value of talent development initiatives using the measures that matter to your leaders and executives. To remain relevant, you must know how to answer two questions before they are asked. First, how do you know the impact you are claiming is due to your initiative and not something else? The second is, how do you know the initiative was a good investment of resources? This course will show you how to answer both questions using the language and measures leaders expect and respect. Beyond addressing just training programs, you’ll learn to answer these questions for talent development, organization development, human resources, technology, change, or quality solutions.

During this certificate program, you will learn to demonstrate and communicate with credibility the impact and ROI of your initiatives using the globally recognized ROI Methodology, developed by the ROI Institute, Inc. The ROI Methodology offers a comprehensive, systematic approach to demonstrating value for money invested in all programs, projects, and initiatives. Learn and practice techniques to isolate the direct effects of your programs to improve business measures, convert impact measures to money, identify important intangibles, and calculate ROI. Uncover how to use this data to communicate the need for and make better decisions about talent development investments to improve organization performance.

Why You Should Attend:

  • Be able to apply the ROI Methodology end-to-end back on the job to measure the impact of your talent and organization development solutions.
  • Link your talent development program objectives to business results to gain visibility, credibility, and future investment from senior leadership.
  • Work through a complete evaluation plan in the course for one of your own programs, with guidance from expert facilitators who are true evaluation practitioners.
  • Earn an industry-recognized ATD certificate, continuing education credits, and an ATD digital badge to share with your networks.

Special incentive! Complete this certificate course plus the ATD Evaluating Learning Impact Certificate program to become eligible for special status in ROI Institute’s Certified ROI Professional (CRP) credential program. Additional details are provided upon registration of these ATD certificate programs. 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.
Talent Development Capability Model image - detail Webpage

Aligned to the Talent Development Capability Model

This course is aligned to the Data & Analytics Capability of the Talent Development Capability ModelTM.

measuring return on investment INSIGHT

Why Is ROI So Important?

In this week’s Ask a Trainer guest post, Jack and Patti Phillips weigh in about why it’s important for trainers to understand ROI.

ROI Engagement Podcast

The Importance of ROI for Training Programs with Jack and Patti Phillips

ROI Institute Chairman Jack Phillips and CEO Patti Phillips join us for a discussion on measuring training programs' return on investment (ROI).

Introduction & Readiness to Learn
Workshop components
Key Questions
Case Application: Reliance Insurance Company
Definition of Results-Based Programs
Defining Benefit/Cost Ratio and the Return-on-Investment
ROI Target-Options
ROI Methodology Review
ROI Process Overview
Pieces of the Results-Based Puzzle
Levels of Evaluation for Performance Solutions
The ROI Process Model
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
Evaluation Planning Overview
Evaluation Planning Worksheet
Overview of Hard Data
Overview of Soft Data
Developing Objectives of the Solution
Developing Objectives for Each Level
Case Application: Retail Merchandise Company
Data Collection Overview
Collect Data During Implementation
Collect Data After Implementation
Developing ROI With Action Planning
ROI Application: Leadership 101
Data Analysis Overview
Case Analysis: First Bank
Isolating the Effects of a Program
Case Application: Micro Electronics, Inc.
Case Application: National Bank
Converting Data to Monetary Values
Capturing the Costs of the Solution
Calculating the Return-on-Investment
Identifying Intangible Benefits
Reporting and Optimizing Overview
Case Application: Utility Services Company
Communication Considerations
Impact Study Outline
Scorecard: Seven Categories of Data
Process Improvement Is the Key: Black Box Thinking
Forecasting ROI
ROI Possibilities
Case Application: Retail Merchandise Company
Steps for Pre-Program ROI Forecast
Implementation Issues Overview
Management Influence
ROI Dilemmas
Implementation Concerns
Cost-Saving Approaches to ROI
What Next?
Key Implementation Actions
Setting Evaluation Targets
Who Should Attend

This program is for anyone in an organization who manages talent development or anyone responsible for determining the impact of talent development solutions. The program teaches the skills of research and measurement necessary to effectively conduct impact analysis studies. While the concepts taught in the program are intermediate to advanced, there is no prerequisite for this program, and it has been designed to accommodate learners at all levels of prior knowledge.

Level: Capable
Roles: Independent Consultant, HR/OD Professional, Talent Development Manager
Language: English
What Our Participants Are Saying
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

"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

"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
Time Zone: Eastern Time
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  • Jul 20-21, 2023
    10:00 AM - 06:00 PM
    Live Online
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  • Sep 05-14, 2023
    09:00 AM - 12:30 PM
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  • Nov 06-15, 2023
    01:30 PM - 05:00 PM
    Live Online
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  • Dec 12-21, 2023
    09:00 AM - 12:30 PM
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Jack J. Phillips, PhD
Patti Phillips, Ph.D., CPTD
Timothy Brock
Faith Krebs

Things to Know


For full-day face-to-face and live online programs, participation in all originally scheduled days of the program, including both face-to-face and live online formats, 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.

For multi-week, live online 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. To be marked complete for that one session, please email [email protected]. For programs with four or fewer sessions, attendance at all live sessions is required to receive a certificate. All sessions will be recorded and available for participants to review throughout the program for your reference.

ATD requires active participation throughout the program to receive credit. Active participation in live online sessions 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 significantly limits your ability to fully and actively participate.

If you meet the eligibility requirements, a certificate will be issued to you through the ATD Learning Platform at the end of the program.


14.0 learning hours

1.4 CEUs awarded

This program is eligible for 14.0 professional development hours or recertification points from the ATD Certification Institute (ATD CI) for the APTD or CPTD credential.

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


A laptop computer with Wi-Fi capability is required for both face-to-face and online programs. Please do not bring mobile devices (phones, tablets, etc.) in lieu of a laptop. There will be no computers available on-site for participants. Note: You might not have an optimal experience if you are using Internet Explorer or Microsoft Edge to access your courses. Chrome is the recommended browser.


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.


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