For years, the learning and development field has struggled to measure the true effectiveness of programs beyond basic knowledge and skill acquisition. While reaction and learning metrics have been commonplace for almost a century, far fewer organizations have successfully measured behavior change, impact, and especially ROI. Yet the most serious learning programs, those that are strategic, costly, and highly visible, demand this level of accountability.

The good news: it’s now not only possible but increasingly expected.

This session will explore what’s driving this shift, what’s involved in measuring application, impact, and ROI, and how organizations are successfully demonstrating the value of their major learning projects and initiatives. Participants will gain a clear understanding of how to show executives the tangible results that matter most.

After attending the session, participants should be able to: 
 

1. Identify the five levels of outcome from any learning program. 
2. List the data desired by the executives and sponsors. 
3. Design learning programs for application and impact.
4. Plan next steps or serious evaluation.

Patti P. Phillips, PhD is CEO of ROI Institute. She helps organizations implement the ROI Methodology® in more than 70 countries. Her work spans private sector, public sector, nonprofit, and nongovernmental organizations. Patti has authored and edited more than 75 books on measurement and evaluation.

Patti serves as chair of the International Federation of Training and Development Organisations Board of Trustees; chair of the United Nations Institute for Training and Research Evaluation Advisory Board; co-chair of the Institute for Corporate Productivity People Analytics Board; and board member of the American Board of Optometry. From 2018-2024, Patti served on the United Nations Institute for Training and Research Board of Trustees. During her tenure she served as board vice chair and finance committee member.  

She, along with her husband and ROI Institute co-founder Dr. Jack J. Phillips, is the recipient of the 2024 Association of Learning Providers (ISA) Thought Leader Award, 2022 Association for Talent Development (ATD) Thought Leader Award, and the 2019 Center for Talent Reporting Distinguished Contributor Award. Additionally, in 2015, Patti was honored as the ATD CPTD Fellow, a distinction that recognizes her contributions to the professionalization of the talent development field.  

Patti can be reached at patti@roiinstitute.net and https://www.linkedin.com/in/pattipphillips/