ROI Basics Certificate

The perfect introduction to measuring ROI for your learning investments.

This online program introduces participants to the basics, barriers, and benefits of using the ROI methodology as a tool to evaluate and support workplace learning and performance. Participants will learn the key principles of the Phillips ROI methodology and determine if their organization is ready to implement the process.

ASTD's Continuing Education Units

Earn 0.6 CEUs upon successfully completing this program. Learn More

For additional information, or to learn if this program is right for you, contact our customer care department at 800.628.2783 or 703.683.8100.

Audience

This program is designed for learning and performance practitioners and managers who want to learn the fundamentals of ROI evaluation. The program provides a very high-level introduction to the concept of ROI.

About this Program

How does the course work?

Online sessions: Live online sessions will be conducted once a week for four weeks. Each session is 90 minutes in length. You'll participate via the WebEx Training Center platform plus a teleconference for audio. Special software is not required. All you need is a standard web browser and a telephone to participate!
Opportunities for Application: Through interactive group discussion, a readiness assessment, practice exercises, knowledge checks, and a multi-part case study, participants will be given opportunities to apply their new knowledge and skills and share experiences with the program participants
Discussion Board: A discussion board will be available throughout the program. The instructor will post information and discussion topics. Participants may post questions for the instructor and topics for discussion as well
Resource Materials: Participants will receive a downloadable participant guide to accompany each week’s session, and a fold-out ROI model job aid and copy of Return on Investment Basics (ASTD Press, 2005) by Patricia Pulliam Phillips and Jack J. Phillips mailed at the conclusion of the workshop.

Note for planning: Participants are asked to complete case study work and application exercises, and participate in discussion board conversations with fellow classmates throughout each of the four weeks. This time commitment, while not extensive, is in addition to each weekly online session.

ROI Basics Frequently Asked Questions

Learning Objectives

Week 0 Set the Stage (prework):

Understand the overall concept of ROI (Myths and Mysteries)
Identify their concerns with WLP evaluation and ROI
Recognize their organization’s readiness for ROI.

Week 1 Evaluation Planning:

Recognize the difference between activity and results-based WLP
Decide to which level a program should be evaluated
Understand the need for and process of evaluation planning
Select a program suitable for ROI.

Week 2 Data Collection:

Understand issues to consider when selecting data collection instruments
Identify the most credible sources of data for the situation at hand
Describe how they would collect data for one of their programs suitable for ROI.

Week 3 Data Analysis: Isolating the Effects of a Program:

Explain the importance of isolating the effects of the WLP program being evaluated
Select the best approach to isolation given certain conditions
Explain three of the techniques available to isolate the effects of a program
Describe how they would isolate the effects of a program they plan to evaluate using the ROI Methodology.

Week 4 Data Analysis: Calculating the ROI:

Identify various techniques to convert a measure to money
Follow the five steps to convert a measure to monetary value
Identify the costs categories that represent the fully-loaded costs of a program
Describe how they would convert measures for one of their programs to monetary value
Develop a fully-loaded cost profile for their WLP programs
Understand the importance and process of reporting their first ROI study
Plan next actions.

Registration
Attendance Policy
Transfer Policy
Cancellation Policy

Member Price: $695
List Price: $995

By Mail: Registration Form

By Phone: Phone: 1.800.628.2783 or +1.703.683.8100

Participation in all 4 online sessions at their originally scheduled day and time is mandatory in order to receive a completion certificate and 0.6 CEUs. All sessions will be recorded and available for participants to review throughout the course of the program. If you meet the eligibility requirements ASTD will mail you the completion certificate within two weeks of the last session.

Participants may transfer their registration to another seminar free of charge. The transfer request must be received in writing five (5) business days prior to the first day of the seminar for which you were originally scheduled. A $50 transfer charge will be applied to all transfers received less than five (5) days prior to the first day of the session. Participant substitutions may be made at any time with written notification to ASTD. If the substitute participant is not an ASTD member and the original participant was, the difference between the member and nonmember rate will be billed.

If cancellation should be necessary, written or email notification to ASTD is required five (5) business days prior to the first day of the seminar. You may receive a full refund, minus a $100 administrative fee, up to and including the 5th business day before the seminar. If you find that you cannot attend, and it is less than five (5) business days before the start of the seminar, you may send a replacement, with written notice to ASTD. If you are unable to send a replacement, you forfeit your registration fee. All credits must be used within 1 year from the date of issuance.

On-Site Offerings

ASTD can make arrangements for this program to be offered on-site at your organization. Your attendees participate in the same learning experience offered at our public workshops, but have the convenience of being at your site and the benefit of covering the material with company peers.

Interested in bringing this program on-site to your organization? Please contact Amanda Miller at amiller@astd.org or 703.683.9215, or request information through our online form.

Facilitators

Lizette Zuniga

Dr. Lizette Zuniga presently serves as Vice President, ROI Implementation with the ROI Institute. With more than 15 years of professional experience, Dr. Zuniga has expertise in leadership and organizational development, learning and development, survey design and ROI. She facilitates certification courses for ASTD in Measuring & Evaluating Learning and ROI Skill Building. She also serves as faculty on the United Nations System Staff College. Dr. Zuniga holds an M.S. degree in psychology from Georgia State University, and a Ph.D. in Leadership and HRD from Barry University. She is certified in the ROI Methodology and co-authored the book Costs and ROI: Evaluating at the Ultimate Level, with Jack Phillips. She also published several articles and case studies on needs assessment, ROI and organizational culture. She can be reached at Lizette@roiinstitute.net

Patti P. Phillips

Dr. Patti Phillips has focused on the implementation of ROI evaluation for the past seven years. She assisted in building an international evaluation consulting business, helped launch the ROI Network, and developed and managed international partnerships with organizations interested in implementing the ROI methodology. Prior to her involvement with ROI, she worked 13 years in the electric utility industry. As the manager of market research and planning and marketing administration, Phillips helped launched a number of initiatives, including Marketing University, a unique learning environment for new sales representatives.

Phillips works with organizations to implement accountability processes including ROI. She has been involved in ROI impact studies in a variety of industries around the world, including private and public sector organizations. Along with implementing ROI evaluation, Phillips is the president of the ROI Institute, a research and education organization dedicated to advancing the understanding and practice of ROI evaluation. Her work has allowed her to author and edit a number of publications, including:

The Bottomline on ROI (2002) published by the Center for Effective Performance, which won the 2003 ISPI Award of Excellence
The Human Resources Scorecard: Measuring the Return on Investment (2001), published by Butterworth-Heinemann
Measuring the Return on Investment, Volume 3 (2001)
Measuring ROI in the Public Sector (2002)
Managing Evaluation Shortcuts (2001)
Mastering ROI (1998) published by ASTD

She has served as contributing author in a number of publications, including Donald Kirkpatrick's Evaluating Training Programs (Berrett-Koehler, 1998), Lorraine L. Ukens's What Smart Trainers Know (Jossey-Bass/Pfeiffer, 2001), and Allison Rossett's The ASTD E-Learning Handbook (McGraw-Hill, 2002). She served as editor of the "Symposium on the Evaluation of Training" in the International Journal of Training and Development 5(4) December 2001.

Upcoming Programs

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