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Certificate Program
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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.

Live Online
Live Online
Credits: CEU 1.4 MORE
Level: Capable
Role(s): HR/OD Professional More
Language(s): English
Capability Area(s): Data and Analytics More


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.


  • 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.

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: Capable
Roles: 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
Face-to-Face and Live Online
  • Sep 13-14, 2021
    Live Online
  • Dec 02-03, 2021
    Live Online
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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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