Best practice organizations allocate 4-5% of the learning budget for measurement and evaluation. Yet, most L&D teams invest just one percent or less of their budgets to measurement and evaluation—and most of that investment is in tracking who is in the program (Level 0), reaction to learning (Level 1), and learning (Level 2). Very little data is captured for application (Level 3), impact (Level 4), and ROI (Level 5). This is not good news.

With this backdrop, it should come as no surprise that learning and development continues to be regarded as a cost and not an investment. However, the L&D function can be a business contributor and, in many organizations, a business driver. 

This session will explore the current status of measurement and evaluation globally, and what can be done (and is being done) to dramatically change the view, perception, and success of learning and development.

After attending this session, participants should be able to:

1. Describe the need for more investment in measurement and evaluation
2. Identify the levels of outcomes needed for top executives
3. Design learning and development to deliver business value
4. Measure learning and development at the impact and ROI levels

Jack J. Phillips, Ph.D., chairman of ROI Institute, Inc., is a world-renowned expert on accountability, measurement, and evaluation. Former bank president, HR Executive, and learning manager, Phillips provides consulting services to Fortune 500 companies, nonprofit entities, and government and non-governmental organizations worldwide. He is the author or editor of more than 100 books, conducts workshops, and presents at conferences worldwide.

Jack has received several awards for his books and work. The American Society for Training and Development gave him the award, Distinguished Contribution to Workplace Learning and Development, and the Thought Leader Award (its highest award). The International Society for Performance Improvement presented Jack with its highest award, the Thomas F. Gilbert Award, for his contribution to human performance technology. The Society for Human Resource Management presented him with an award for one of his books and honored a Phillips ROI study with its highest award for creativity.

In 2019, Jack, along with his wife, Patti P. Phillips, received the Distinguished Contributor Award by the Center for Talent Reporting for their contribution to the measurement and management of human capital. His work has been featured in the Wall Street Journal, BusinessWeek, and Fortune. He has been interviewed by several television programs, including CNN.