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Utilizing ROI Methodology to Deliver Business Results!

  • February 27, 2018
  • 11:00 AM - 5:00 PM
  • Trilogy Health Services, 303 North Hurstbourne Lane, Forum II Building, Louisville KY 40222


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Utilizing ROI Methodology to Deliver Business Results!

ATD Kentuckiana and the ROI Institute are joining forces to bring you one of the biggest events of the year!

Our lunch time presentation:

Using Design Thinking to Deliver Business Results And Increase the Investment in Talent Development

Executives recognize that learning is necessary to meet the challenges of a complex and global economy, to drive change, and to create greater stakeholder value. In short, learning is critical to an organization's present and future prosperity. Unfortunately, there are some persistent concerns within the learning and development community around the importance of learning as well as how and when it should be provided.

Dr. Jack J. Phillips, Chairman, ROI Institute, will put those concerns to rest by highlighting the reasons why learning is an absolute necessity, how it adds value to an organization's bottom line, and, through a methodical, 8-step, results-driven process, how to enhance the learning and talent development investment.

Our hands-on workshop:

The Bottom Line on ROI: Deliver Results That Executives Love!

This half-day workshop introduces the concept of ROI, the fastest growing metric for evaluating HR, Learning, and Talent Development. You will be 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. You will 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 with actual case studies.

Learning Objectives:

  1. Identify the drivers from ROI
  2. Make the business case for ROI
  3. Develop program objectives at multiple levels
  4. Explain how to achieve business alignment
  5. Explain how ROI works
  6. Identify 7 of the 12 Guiding Principles
  7. Describe the 10 steps in the ROI Methodology
  8. Plan next action steps

Who Should Attend:

This workshop is for those interested in knowing more about measuring the success of HR and learning and development, particularly at the ROI level. The workshop focuses on the process to effectively conduct ROI studies. Individuals who should attend are:

  • Learning and Development Managers, Advisors, and Heads
  • Performance Consultants
  • Facilitators
  • HR Managers
  • Department Heads
  • Organizational Development Specialists
  • Training Developers

Materials You Will Receive:
  • The Business Case for Learning
  • Detailed 30-page participant workbook, complete with exercises and exhibits
  • Process Model
  • Application Guide

Date:   Tuesday, February 27, 2018
Time:  11:00-1:00 Lunch and Program
              1:00 - 5:00 Workshop

Place:  Trilogy Health Services
              303 North Hurstbourne Lane Forum II Building, Louisville, KY 40222 

February's Presenter: Jack J. Phillips, PhD., Chairman, ROI Institute, Inc.

Dr. Jack J. Phillips is Chairman of 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. On three occasions, Meeting News named him one of the 25 Most Powerful People in the Meetings and Events Industry, based on his work on ROI. The American Society for Training and Development (now ATD) gave him its highest award, Distinguished Contribution to Workplace Learning and Development for his work on ROI.

The author or editor of more than 100 books, he conducts workshops and presents at conference all over the world. He has served on the boards of several private businesses, including two NASDAQ companies, and several nonprofits and associations, including the Association for Talent Development and the National Management Association. His work has been featured in The Wall Street Journal, Bloomberg BusinessWeek, Fortune Magazine, and on CNN.


ATD Kentuckiana | 3044 Bardstown Road, #1275 | Louisville, KY 40205



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