The ROI Methodology Certification Workshop

The Complete Impact Measurement Certification System



    Fee: USD 4,995


    All participants whom successfully complete the entire certification process will be awarded with the worldwide recognised prestigious


    In-House sessions are available upon request.


    Course Overview:

    One of the most challenging issues facing organizations is to measure the value on all types of training programs, executive education, projects etc. The ROI Methodology, developed by Dr. Jack J. Phillips and Dr. Patti P. Phillips, has proven to be an accurate, credible, and feasible approach to addressing the accountability issues for all types of organizations. The methodology has been accepted and used in over 50 countries and is the leading approach to ROI accountability.

    Facilitated by Jack and/or Patti Phillips, Certification in the ROI Methodology provides a practical measurement experience. Participants will learn how to use the ROI Methodology to measure the contribution of programs, satisfy client needs, enhance program success, and build respect with stakeholders.

    Fully master all the skills needed to implement a comprehensive, ongoing ROI initiative for your organization in this 5‐days certification workshop. Participants will gain the skills to become certified in the ROI methodology and learn how to sustain the measurement and evaluation process on a continued basis. Participants will also receive personalized coaching while the workshop has ended as you conduct an impact study in your organization. When competencies in the ROI methodology have been demonstrated, participants will be awarded the prestigious Certified ROI Professional designation.

    There is no other process that provides access to the same level of expertise as this ROI certification workshop.



    Certification Benefits For Participants:

    Demonstrate ability in conducting an impact study.

    A professional designation of Certified ROI Professional upon successful completion of your own impact study.

    Permission to conduct 1‐day workshops on the ROI Methodology in your own organization.

    Sought–after skills that will make you more credible and valuable to your organization’s top management. Individuals who possess this unique capability are often in demand, and command higher salaries in the marketplace.

    Certain jobs have this certification as one of the prerequisites.

    The records of participants who have completed the certification process are housed in the ROI Institute.


    Certification Benefits For Organizations:

    Provides assurance that the participant is capable of implementing the ROI Methodology and conducting ROI impact studies.

    This certification is the only process available to provide the organization with the evidence and assurance about capability in measurement and evaluation, including return on Investment.

    This certification is becoming an important credential for selecting, placing, compensating, and promoting employees in relevant job assignments.


    Trainers’ Profile and Accreditation:


    Dr. Jack J. Phillips


    Dr. Jack J. Phillips is currently the Chairman of the ROI Institute and is a world- renowned expert on accountability, measurement, and evaluation. He provides consulting services for Fortune 500 companies and major global organizations. The author or editor of more than fifty books, he conducts workshops and presents at conferences throughout the world.

    Phillips has received several awards for his books and work. On three occasions, Meeting News named him one of the 25 Most Influential People in the Meetings and Events Industry, based on his work in ROI. 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 expertise in measurement and evaluation is based on more than 27 years of corporate experience in the aerospace, textile, metals, construction materials, and banking industries. Dr. Phillips has served as training and development manager at two Fortune 500 firms, as senior human resource officer at two firms, as president of a regional bank, and as management professor at a major state university.

    Dr. Phillips regularly consults with clients in manufacturing, service, and government organizations in 44 countries in North and South America, Europe, Africa, Australia, and Asia.

    Dr. Phillips has undergraduate degrees in electrical engineering, physics, and mathematics; a master’s degree in Decision Sciences from Georgia State University; and a Ph.D. in Human Resource Management from the University of Alabama. He has served on the boards of several private Businesses – including two NASDAQ companies – and several nonprofits and associations, including the American Society for Training and Development and the National Management Association.


    Dr. Patti P. Phillips


    Dr. Patti P. Phillips is currently the President and CEO of ROI Institute, Inc. She is also chair and CEO of The Chelsea Group, Inc., an international consulting organization supporting organizations and their efforts to build accountability into their training, human resources, and performance improvement programs with a primary focus on building accountability in public sector organizations. She helps organizations implement the ROI Methodology in countries around the world — including South Africa, Singapore, Japan, New Zealand, Australia, Italy, Turkey, France, Germany, Canada, and the United States.

    After a thirteen- year career in the electrical utility industry, Dr. Phillips took advantage of the opportunity to pursue a career in a growing consulting business where she was introduced to training, Human Resources, and performance improvement from a new perspective—a perspective that directly reflected her values of accountability, ROI evaluation. Since 1997, she has embraced the ROI Methodology by committing herself to ongoing research and practice. To this end Dr. Phillips has implemented ROI in private sector and public sector organizations. She has conducted ROI impact studies on programs such as leadership development, sales, new‐hire orientation, human performance improvement, K–12 educator development, educators’ National Board Certification mentoring, and faculty fellowship. Dr. Phillips is currently expanding her interest in public sector accountability through application of the ROI Methodology in community-and faith-based initiatives, including Citizen Corps, AmeriCorps, and the Compassion Capital Fund.

    Dr. Phillips teaches others to implement the ROI Methodology through the ROI certification process, as a facilitator for ASTD’s ROI and Measuring and Evaluating Learning Workshops, and as adjunct professor for graduate‐level evaluation courses. She speaks on the topic of ROI at conferences such as ASTD’s International Conference and Exposition and ISPI’s International Conference.

    Dr. Phillips’ academic accomplishments include a Ph.D. in International Development and a Master’s Degree in Public and Private Management. She is certified in ROI evaluation and has earned the designation of Certified Performance Technologist. She has authored a number of publications on the subject of accountability and ROI.


    Who Should Attend:

    This 5-days ROI methodology Certification workshop is specially designed for those who are taking a leadership and coordination role in ROI implementation within their organizations. Others who desire a more comprehensive and detailed exposure to measuring the impact of projects, programs, and events should also attend. Typical job functions include learning and development, measurement and evaluation, Human Resource, metrics measurement, quality, project management, learning analytics, organizational effectiveness.

    This 5‐days ROI methodology Certification workshop is also designed for anyone who needs the skills to measure the impact of all types of performance improvements programs and/or trainings. This will greatly benefit individuals whom need to demonstrate the ROI and business impact of initiatives such as executive education and training, human resources, earning and development, quality, marketing, meetings and events, and technology implementation.


    Testimonials From Past Participants:

    “After attending the ROI Certification workshop, our Agency totally redesigned the way we evaluate our training…we are no longer content with just measuring student satisfaction and learning…this workshop provided the foundation for becoming a best practice in measuring the impact of learning, awarded by the American Productivity and Quality Center.”

    Deb Wharff, Ph.D., Director Learning Strategy – Department of Defense


    “I believe that certification means being recognized as a leader in the industry. ROI certification means that I can be trusted to employ a proven process that produces valid and reliable business results. Being certified in the ROI Process is a major milestone in my career and places me in the company of people I deeply respect. Not only do I understand the ROI Process, but I’m capable of producing observable and measurable results valued by my business partners. As a Professional certified in the ROI Methodology, I now have the confidence and skills to feel as comfortable at the executive table as I do in the classroom. There are a great many processes available, but The ROI Process developed by Jack Phillips is the key to making professionals invaluable in today’s business environment.”

    Scott Dade, Vice President, Performance Improvement – Bank of America


    “Overall this course is very useful and well organized.”

    Controller for Training Projects – Kuwait National Petroleum Company


    “Great experience!”

    Director – Human Resources & Administration – ZESCO Limited, Zambia


    “Very good program and ideal class size to maximize learning.”

    Deputy Director – Malaysia Communications and Multimedia Commission


    “Patti is a very good facilitator and an expert in ROI. I have learned a lot for the past 5 days. Well done!”

    Programme Manager – Industrial Development Corporation, South Africa


    Excellent learning environment with a good mixture of participants from different fields and nationalities. Good learning experience through sharing.”

    Education Officer – Ministry of Education Brunei


    Please click on Take This Course to register


    Course Curriculum

    Section 1: Case Study Presentation
    The first project is the communication of the results of an impact study. Working as a team, participants present the results of an impact study assigned to them. This process helps participants develop an understanding of impact study results, and secure buy‐in from the audience. At the same time, the team responds to questions and issues raised by the audience, preparing them to defend their story. The team then debriefs the audience, describing the lessons learned and what they would have done differently if they had actually conducted the study. 09:00:00
    Section 2: ROI Project Plans
    The second project involves the planning for an ROI impact study. Using the program or project destined for an ROI study, participants complete a data collection form and an ROI analysis form. These planning documents are presented to the workshop participants who serve as internal consultants, providing expert input on major issues such as data collection methods, isolating the effects of the program, and converting data to monetary value. 09:00:00
    Section 3: Action Plan
    The third project centers on the implementation of the ROI Methodology in the organization. Each participant develops a specific plan for the actions or steps that will be undertaken to implement the ROI Methodology within their particular organization. Action items focus on specific issues in their sphere of influence – things they can actually control and accomplish. Together, these three projects help provide active participation in the workshop, develop critical skills needed for ROI use, and ensure that the ROI Methodology is implemented in the organization. 09:00:00

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