Bottomline on ROI-1 Day Workshop

  • 23 Aug 2017
  • 8:30 AM - 4:30 PM
  • Fidelity Bank 1811 Metairie Ave, Metairie


Registration is closed

This one-day workshop introduces the concept of ROI, the fastest growing metric for evaluating HR, Learning and Talent Development.  Participants are exposed to the ROI Methodology, which includes developing objectives, collecting data, isolating the effects of the program, converting data to monetary values, tabulating appropriate program costs, and calculating the ROI. Participants quickly see the advantage of using ROI as six types of data are collected and analyzed. This workshop takes the mystery out of the use of ROI.


  • Identify the drivers for ROI
  • Make the business case for ROI
  • Develop program objectives at multiple levels
  • Explain how to achieve business alignment
  • Explain how ROI works
  • Identify 7 of the 12 Guiding Principles
  • Describe the 10 steps in the ROI Methodology
  • Plan next Action Steps

Benefits Of The ROI Methodology:

  • Align programs to business needs
  • Show contributions of selected programs
  • Justify/defend budgets
  • Improve support for programs
  • Enhance design and implementation processes
  • Identify inefficient programs that need to be redesigned or eliminated
  • Identify successful programs that can be implemented in other areas 

Materials each participant will receive:

  • Participant Workbook
  • Book, The Bottomline on ROI: Benefits and Barriers to Measuring Learning, Performance Improvement, and Human Resource Programs, 3rd Edition
  • Process Model
  • Application Guide
Presenter Bio:

Dr. Jack J. Phillips is a world-renowned expert on accountability, measurement, and evaluation. Phillips provides consulting services for Fortune 500 companies and major global organizations. The author or editor of more than 75 books, he conducts workshops and presents at conferences throughout the world. Phillips has received several awards for his books and work. The Society for Human Resource Management presented him an award for one of his books and honored a Phillips ROI study with its highest award for creativity. The American Society for Training and Development gave him its highest award, Distinguished Contribution to Workplace Learning and Development for his work on ROI. His work has been featured in the Wall Street Journal, BusinessWeek, and Fortune magazine. He has been interviewed by several television programs, including CNN.

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