ATD Global
ATD China
Measuring Return on Investment Certificate
Participants in this program will develop the skills needed to create and deliver effective return on investment (ROI) evaluations for learning and performance, organization development, human resources, technology, change, and quality solutions. The program emphasizes the Phillips ROI Methodology. Participants learn to apply ROI techniques to learning and performance solutions, which includes isolating the impact of their program on improvement in business measures, converting that improvement to money, and calculating the ROI. This program is designed for learning professionals experienced with lower levels of evaluation who want to enhance their evaluation practice by including evaluation at the impact and ROI levels.
In this certificate program developed by ROI Institute, participants will build the skills needed to develop and deliver effective ROI evaluations for learning and performance, organization development, human resources, technology, change, and quality solutions. The program emphasizes the Phillips ROI Methodology and participants learn to apply the ROI Process Model—a results-based method for developing application, impact, and ROI objectives; developing data collection and ROI analysis plans; collecting various types of hard and soft data; isolating the effects of the program; converting data to monetary values; tabulating appropriate program costs; calculating return on investment; and identifying intangible benefits. Participants should bring a real-time project to maximize transfer of learning by enabling them to build their skills with an example relevant to their professional responsibilities.
Find Out More:
Read the blogs from Patti P. Phillips and Jack J. Phillips:
Find out why facilitator Jack Phillips values the Measuring Return on Investment program.
- Identify the drivers for ROI accountability
- Apply ROI techniques to learning and performance solutions
- Link training program objectives to business results
- Develop an evaluation plan for one of their own programs.
Technical Requirements:
Online programs: The online version of this program is conducted in the WebEx Training Center. Special software is not required. You only need a standard web browser and telephone or VoIP capability to participate. In addition, it is strongly recommended to use a desktop or laptop computer as using a tablet or mobile device severely limits your ability to fully and actively participate in the program. Active participation is a completion requirement of ATD and includes, but is not limited to, participating in virtual classroom activities, discussions, breakout sessions, and intersession work.
This workshop is for anyone in an organization who manages a training function or anyone responsible for determining the impact of learning and change interventions. The workshop teaches the skills of research and measurement that are necessary to effectively conduct impact analysis studies. This workshop can be beneficial even for those who have a strong research and measurement background.
After this program, you will be able to:
- 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.
- Face-to-Face: 2 days
- Online: 6 sessions, 12 hours total
- On-Site: Flexible dates & duration
Earn 1.4 Continuing Education Units (CEUs) upon successfully completing this program. This program may be eligible for up to 14 CPLP recertification points for the face-to-face version and 12 CPLP recertification points for the online version. This program may be eligible for up to 14 APTD recertification points for the face-to-face version and 12 APTD recertification points for the online version. This program has been pre-approved for 14 (General) recertification credit hours toward PHR, SPHR, and GPHR recertification through the HR Certification Institute. This program is valid for 12 PDCs for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit www.shrm.org/certification.
Face-to-Face Courses
Participation in all originally scheduled days of the program is mandatory in order to receive the certificate of completion and 1.4 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 throughout 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.
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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.Full Profile -
Full ProfileDr. Patti Phillips is president and CEO of the ROI Institute, Inc., the leading source of ROI competency building, implementation support, networking, and research. She helps organizations implement the ROI Methodology in over 60 countries. Patti serves as Principal Research Fellow for The Conference Board and board member of the Center for Talent Reporting. Patti also serves on the faculty of the UN System Staff College in Turin, Italy, and The University of Southern Mississippi’s PhD in Human Capital Development program. Her work has be featured on CNBC, EuroNews, and over a dozen business journals.
She, along with her husband Jack Phillips, contributes to a variety of journals and has authored a number of books on the subject of accountability and ROI. In 2014, they celebrated their 45th title with ATD. Recent publications include, Making Human Capital Analytics Work (McGraw-Hill, 2015), Measuring the Success of Leadership Development (ATD, 2015), Performance Consulting, 3rd ed. (Berrett-Koehler, 2015), Measuring Return on Investment in Environment, Health, and Safety (Wiley, 2014), Measuring the Success of Learning through Technology (ATD, 2014), Measuring the Success of Sales Training (ATD, 2013), Measuring the Success of Organization Development (ATD, 2013), Measuring ROI in Healthcare: Tools and Techniques to Measuring Impact and ROI in Healthcare Improvement Projects (McGraw-Hill, 2013), Survey Basics (ATD, 2013). Patti can be reached at patti@roiinstitute.net.
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Dr. Tim Brock is an Associate of the ROI Institute, the CEO of The Institute 4 Worthy Performance, and a Practice Leader with The Institute for Performance Improvement. Dr. Brock provides consulting services for Fortune 500 companies as well as educational sessions and workshops at multiple international conferences, at company-sponsored talent development initiatives, and at public venues. He has over 30 years of learning, performance improvement, and evaluation experience in the military, education, healthcare, and corporate environments for organizations around the globe. During his Air Force career, Dr. Brock was responsible for assessing, measuring, and evaluating the effectiveness of initial qualification training effectiveness for all five of the USAF’s ICBM fleet. During his career with Lockheed Martin, he was the manager of their Science of Learning and Performance Improvement thought leadership and evaluation team. Dr. Brock currently helps organizations create internal workforce capabilities to apply needs-driven accountability processes using the ROI Methodology, the principles and practices of Performance Improvement, and human capital analytics technologies. He holds a PhD in Education with a specialization in Training and Performance Improvement through Capella University. Dr. Brock’s publications include “Training NASA Astronauts for Deep Space Exploration Mission: A Research Study to Develop and Validate a Competency-Based Training Framework” (2007) and the chapter Simulations Operations, Curriculum Integration, and Performance Improvement in the book “Healthcare Simulation: A Guide for Operations Specialists” (2016). He also facilitates the online and classroom versions of ATD’s Evaluating Learning Impact and Measuring Return on Investment certificate courses.Full Profile -
Full ProfileFaith Krebs is experienced in leading worldwide organizational strategies and solutions that drive profitable, sustainable, and scalable business growth. She has demonstrated success in championing business results and performance improvement worldwide. Faith fully engages people and increases their accountability to improve performance at all organizational levels. She is recognized for implementing leading-edge solutions and sustaining strategic alliances to achieve desired business outcomes.
Faith currently is the managing partner at Elevate Performance & Potential Inc. She is a trusted business advisor who coaches leaders and business owners on how to optimize their human capital to accelerate business results. She partners with her clients to develop customized performance solutions that improve employee engagement to create an agile, proficient, and productive workforce. These solutions strengthen employees’ capabilities to deliver exceptional customer experiences that enhance her clients’ brand reputation and accelerate their revenue and market growth.
Faith previously worked at McDonald’s Corporation, gaining extensive experience leading regional, divisional, and global teams in field operations, franchising, enterprise resource planning, restaurant innovation, and learning and performance. While there, she led the global learning and performance organization, and developed a highly skilled team that partnered with employees in other areas of the world to design, develop, and deploy global core performance-based learning solutions for 1.8 million employees spanning 119 countries. In addition, she had oversight in standardizing and enhancing the learning experience in McDonald’s seven global Hamburger Universities, which are centers of excellence for hundreds of country training centers around the world.
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