Bottomline on ROI-1 Day Workshop

  • 22 Jan 2018
  • 8:30 AM - 4:30 PM
  • Whitney Bank 228 St. Charles Ave., 5th Fl HR Training Rm New Orleans, LA 70130


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. Patti Phillips is president & CEO of the ROI Institute and a recognized expert in measurement and evaluation. Clients include Fortune 500 companies, federal and state government agencies, and non-governmental organizations. She serves as faculty for the UN System Staff College in Turin, Italy, where she teaches the ROI Methodology and Measurement for Results-Based Management. She also serves as Professor of Practice for The University of Southern Mississippi's Ph.D. in Human Capital Development program, as Principal Research Fellow at The Conference Board, and on the board of the Center for Talent Reporting. Patti is author, co-author, or editor of numerous books and articles on the topic of measurement, evaluation, and ROI.                
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