September Workshop – Presented by Dr. Jack Phillps
The Bottomline on ROI; How to Measure the ROI
of Learning and Development, Performance
Improvement, and Human Resources
Date: September 13, 2013
Time: 8:00 AM - 4:30 PM
Location: UNC Center City Charlotte Building Room 1104 ( 320 E. 9th Street, located at the corner of E. 9th and Brevard Streets)
- ISPI Charlotte Member - $60.00 (USD)
- Guest - $80.00 (USD)
- Student/Faculty Member - $40.00 (USD)
Parking tokens will no longer be sold at the registration desk. Parking is available in a number of pay lots surrounding the UNCC building . One such lot is at 707 N. Brevard St. This is at the corner of 11th. St.and Brevard St. Be sure to park in numbered spaces and pay the box (usually $4.00-$5.00) in the numbered slot corresponding to your spot. There is no change machine on site so make sure to bring exact change.
This brief workshop introduces the concept of
ROI, the fastest growing metric for evaluating learning and performance improvement. Participants are 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. Participants 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.
After completing this workshop, participants should perceive the content to be:
• Relevant to their work
• Important to their success
• Immediately applicable
After completing this workshop, participants should be able to:
• Identify the drivers for ROI
• Make the business case for ROI
• Develop program objectives at multiple levels
• Explain how business alignment is achieved
• Explain to clients how ROI works
• Identify 7 of the 12 guiding principles
• Describe the 10 steps in the ROI Methodology
• Plan next steps
Within two weeks after the workshop, participants should:
• Conduct a briefing in ROI
• Develop Level 3 and 4 objectives for a specific program
About our speaker:
Jack J. Phillips, Ph.D.
Dr. Jack J. Phillips is a world-renowned expert on accountability, measurement, and evaluation. Phillips provides consulting services for Fortune 500 companies and major global organizations. The author or editor of more than sixty 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 Powerful People in the Meetings and Events Industry, based on his work on 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 work has been featured in the Wall Street Journal, BusinessWeek, and Fortune magazine. He has been interviewed by several television programs, including CNN. Phillips serves as President of the International Society for Performance Improvement, 2012-2013.
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.