logo image


ROI Basics, 2nd Edition

By and
111918_165488_ROI Basics_2e
Please see the terms of sale for important information about the use of PDFs.
Save when you buy in bulk.

Your Essential Guide to Calculating Return on Investment

Build and refine your measurement and evaluation skills through ROI Basics, perfect for beginners challenged to implement a comprehensive evaluation process as well as those taking a proactive approach to accountability.

Its five-level evaluation framework is comprised of:

  • Level 1: Reaction and Planned Action

  • Level 2: Learning

  • Level 3: Application and Implementation

  • Level 4: Impact

  • Level 5: Return on Investment.

ROI Basics provides a baseline exploration of ROI for the talent development function and the steps to successful evaluation: evaluation planning, data collection, data analysis, and results optimization.

In this second edition, experts Patti and Jack Phillips go deeper into aligning programs to the business, detecting payoff needs, and identifying specific business measures that need to improve. They explore how the process applies beyond training to talent development and suggest how new technologies can influence ROI adoption and implementation in your organization. This updated book offers a review of two essential—and often overlooked—steps in the ROI process: isolating program impact and sustaining momentum.

Book Details

  • ISBN: 9781950496372

  • Pages: 220

  • Publication Date: October 2019

  • Formats: Paperback, PDF

  • Product Code: 111918

About the Authors
Jack J. Phillips, Ph.D.

Jack Phillips, PhD, chairman of ROI Institute, is a world-renowned accountability, measurement, and evaluation expert. Jack provides consulting services for Fortune 500 companies and major global organizations. He also regularly consults with clients in manufacturing, service, and government organizations in 70 countries.

Patti Phillips, Ph.D., CPTD

Patti P. Phillips, PhD, CPTD is CEO of ROI Institute and has been a driving force in the global adoption of the ROI Methodology®. Her work as an educator, researcher, consultant, and coach supports practitioners as they help organizations and communities thrive. Patti has authored and edited more than 100 books on measurement and evaluation.

Copyright © 2024 ATD

ASTD changed its name to ATD to meet the growing needs of a dynamic, global profession.

Terms of UsePrivacy NoticeCookie Policy