With the global current credit crunch affecting markets across the region – budgets for programs and projects are increasingly under scrutiny. Managers are under more and more pressure to demonstrate who intangibles are contributing to the organisations bottom line. The ROI methodology encompasses how organisations – both large and small in a very practical way, should use ROI to measure the return of investing in training, human resources, quality, technology, and marketing.

Any program or project that is implemented within an organization is done so that it “ultimately” makes money, saves money, or avoids costs for the organization. This is how the ROI is developed. However, the ROI Methodology that is being presented in the workshop requires that additional data are collected so that the program or process can be improved. Also, because other data is collected in addition to the monetary benefits and costs, we are in essence reporting results that are important to all stakeholders. The methodology is intended to be used for investment in people and programs.

By developing six types of measures, the ROI methodology not only helps learning professionals determine the financial return on investment for training programs, but also provides data that will allow you to improve programs.

Each participant will receive a 150 page workbook which includes tools, resources, and case studies; a copy of Show Me The Money: How to Determine ROI in People, Projects and Programs, by Drs. Jack and Patti Phillips, and The Phillips ROI Methodology™ model.

Your course facilitator:

Patti P. Phillips, PH.D. President and CEO

ROI Institute Inc.

Patti Phillips, Ph.D. is President and CEO of the ROI Institute, Inc. and a globally renowned expert in the field of measurement and evaluation, specifically, the ROI Methodology. She provides workshops and consulting services to Fortune 500 companies and major organizations around the world. Her vast expertise with both the private sector and public sector has helped numerous organisations demonstrate the value of their projects and programs.

Author, co-author, and editor of multiple books on accountability and ROI, Dr. Phillips most recent publications include: Measurement and Evaluation Series (Pfeiffer, 2008); ROI in Action Casebook (Pfeiffer, 2008); Measuring ROI in Meetings and Events (Elsevier, 2008); Show Me the Money: How to Determine ROI in People, Projects, and Programs (Berrett-Koehler, 2007); The Value of Learning (Pfeiffer, 2007); ROI Basics (ASTD, 2006).

This ROI Methodology workshop promises to provide delegates with a pragmatic and interactive experience.This is her sixth visit to Australia as she presented the ROI Methodology workshop to audiences in Melbourne, Sydney, Canberra, and Brisbane.

Testimonials from some of Patti’s clients:

“EVERY manager must have this competency developed…a way to manage the business of your business”

“Patti was great – she quickly understood where we were at and adapted accordingly. She provided relevant examples that helped us grasp key points and she made good decisions about different ways to engage us at different points during the 2 days”

“Content and design facilitated learning. Use of case studies, group interaction and graphical depictions were outstanding”

“One of the first classes I have attended where I will be able to use ALL course materials”

“Excellent methodology that is easily applicable on the job”

“Answered programme specific questions. Very helpful! Excellent !”

“The content and design were great – I found the case studies to be a great exercise’”

“Great – a wonderful, in depth overview on measurement and evaluation”