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Practical, skill-building workshops offered face-to-face and online in which participants receive a certificate of completion and Continuing Education Units (CEUs).

Evaluating Learning Impact Certificate

Build a business case for increased evaluation in your organization.

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Use this program to determine the impact of learning programs and develop and implement an evaluation strategy for your organization. Participants will receive a solid foundation in all aspects of the measurement and evaluation of learning and performance solutions, including making the shift from activity- to results-based learning and development programs, the basics of evaluation design, Kirkpatrick's Levels 1-4, a brief introduction to ROI, communicating results, and practical tips and considerations for truly making evaluation work in your organization.

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Program Overview
Learning Objectives
Topics
Who Should Attend
Credits & Attendance

Program Overview

This comprehensive certificate program provides a solid foundation in all aspects of the measurement and evaluation of learning and performance solutions. Through small group interaction, application exercises, and a running case study, participants will leave the program knowing how to determine the impact of learning programs and develop and implement an evaluation strategy for their organization. The content of this program is based on the ASTD Competency Study and helps in preparation for obtaining the CPLP credential.

By the end of the program, participants are able to:

Build a credible business case for increased evaluation in their organization.
Select appropriate strategies, measurement tools, and evaluation design.
Collect and analyze data to explore all its possible implications.
Communicate results to a variety of stakeholders.
Develop an evaluation strategy plan to implement and sustain evaluation in their organization.
Establish processes to ensure successful implementation, including setting evaluation targets, staffing, responsibilities, budgeting, planning, management involvement, use of technology, and reporting.

About the Content
Developed by Jack Phillips, participants will learn how to measure reaction and satisfaction, the different options available, the types of questions to ask that correlate to results, and multiple techniques for data integration. Also learn how to measure application and behavior change, focusing on various data-collection tools as well as techniques for improving instrument design and response rates. Find out how to communicate data and build support for evaluation.

This is a certificate program and the ASTD Evaluating Learning Impact Certificate is awarded to participants upon successful completion of the three-day program.

Learning Objectives

After the workshop, you will be able to:

Identify stakeholder expectations and determine organizational readiness for measurement and evaluation.
Develop detailed evaluation plans for specific programs and gain buy-in for the plans within the organization.
Select effective, valid, and reliable data collection instruments to measure participant reaction/satisfaction, learning, application, and business impact.
Analyze and interpret data to determine the impact of individual learning and performance solutions.
Report evaluation data in a compelling and easily understood way.
Leverage findings to increase effectiveness and provide recommendations for change.

Topics

Setting the Stage
Setting the Stage
- Topic Objectives
- TechnoTel Activity: Versus Results
- The Move from Activity to Results
- Your Results-Based Status
- Evaluation Approaches
- Critical Evaluation Components
- Matching Evaluation Levels with Objectives: Application Exercise
- Developing Objectives
- TechnoTel: Program Needs
- Experimental Design
- Quasi-Experimental Design
- Survey Research
- Observations
- Qualitative Research
- Sampling Approaches
- Timing of Measurement
- Ethical Issues in Evaluation Research
- Strengths and Weaknesses of Evaluation Design
Topic 1 - Measuring Reaction Satisfaction and Planned Action
Topic 1 - Measuring Reaction Satisfaction and Planned Action
- Topic 1 Objective
- Typical Target Areas
- Correlations with Application
- The Deceptive Feedback Cycle1
- Data Collection Instruments
- Examples of Level 1 Instruments
- Using Level 1 Data to Forecast ROI
- M&H Engineering and Construction Company: Application Exercise
- Using Reaction Data
- Improving Level 1 Evaluation
Topic 2 - Measuring Learning
Topic 2 - Measuring Learning
- Topic 2 Objectives
- Challenges of Measuring Learning
- Benefits of Measuring Learning
- Characteristics of Effective Instruments to Measure Learning
- Legal Issues
- Pretest Issues
- Validity and Reliability
- Using Level 2 Data to Forecast ROI: Application Exercise
- Basic Approaches
- Objective Tests
- Guidelines for Writing Tests
- Scoring Systems
- Using the Angoff Method to Determine Cut-Off Score: Exercise
- Using the Contrasting Groups Method to Determine Cut-Off Score
- Performance Tests
- Types of Rating Scales for Performance Tests
- TechnoTel Writing Performance Tests
- Surveys
- Response Scale Critique: Application Exercise
- Simulations
- Informal Assessments
- Typical Uses of Learning Data
- Plan of Action
Topic 3 - Measuring Application and Behavior Change
Topic 3 - Measuring Application and Behavior Change
- Topic 3 Objectives
- Challenges with Measuring Application and Implementation
- Issues with Measuring Application and Implementation
- Methods
- Classic Evaluation Instruments
- Selecting the Appropriate Data Collection Method
- Sources
- Timing
- Applications of Data Collection Instruments: Application Exercise
- TechnoTel: Collecting Application Data (Part A)
- Questionnaire Content
- Interviews
- Focus Groups
- Observations
- Monitoring Performance Records
- Action Planning
- Performance Contract
- TechnoTel: Collecting Application Data (Part B)
- ROI at Level 3: Application Exercise
- Increasing Level 3 Response Rates
- Barriers and Enablers
- Transferring Learning
- Gaining Support for Workplace Learning and Performance
- Management Commitment
- Management Support
- Management Involvement
- Management Reinforcement
- The Manager Workshop
Topic 4 - Measuring Business Impact
Topic 4 - Measuring Business Impact
- Topic 4 Objectives
- Measuring Business Impact
- Challenges with Measuring Impact
- Business Impact Measures
- Collecting Business Impact Data
- Isolating the Effects of Learning
- TechnoTel: Using Control Group Arrangement
- Trend Line Analysis
- Estimations
- Selecting Isolation Techniques: Application Exercise
Topic 5 - Measuring Return on Investment
Topic 5 - Measuring Return on Investment
- Topic 5 Objectives
- Calculating ROI
- Converting Data to Monetary Value
- Tabulating Costs
- Identifying Intangible Benefits
- TechnoTel: Calculating ROI
Topic 6 - Communicating Results
Topic 6 - Communicating Results
- Topic 6 Objectives
- TechnoTel: Communicating Results
- Communicating Results
- Selecting the Audience
- Communication Methods
- Impact Study Outline
- Delivering Bad News
- Using Evaluation Data
Topic 7 - Making Evaluation Work
Topic 7 - Making Evaluation Work
- Topic 7 Objectives
- Measurement Culture
- Stakeholders and their Data Needs
- Purpose of Evaluation
- Process Selection
- Evaluation Strategy and Approach
- Staffing
- Responsibilities
- Expertise
- Budget
- Overcoming Resistance
- Establishing Evaluation Targets
- Identifying a Champion
- Developing a Project Plan
- Reporting Progress
- Using Technology
- Management Involvement
- Developing an Evaluation Strategy Plan: Application Exercise
- Evaluation Strategy Plan
Appendix
Appendix
- Tools and Resources
  - Data Collection Plan
  - ROI Analysis Plan
  - Types of Rating Scales for Performance Tests
  - Worksheet for Writing Descriptive Scale Performance Tests
  - Worksheet for Writing Behaviorally Anchored: Numerical Scale Performance Tests Attributes of Good and Bad Questions
  - Level 3 Action Plan
  - Sample Follow-Up Questionnaire
  - Impact Study Outline
  - Project Plan Template
  - Coaching Impact Questions
  - Measurement, Evaluation, and ROI Resources
  - Sources for Developing Measurement and Evaluation Expertise
- Appendix A – Statistics and Data Analysis
  - Fundamental Issues
  - Definitions of Terms
  - Visual Representation of the Characteristics of Data
  - Statistical Measures
  - Statistical Deception
  - Statistical Inference
  - Sample Selection
  - Summary
- Appendix B – Survey of Evaluation Models
  - Kirkpatrick’s Framework
  - Phillips’s Framework
  - Six-Stage Evaluation
  - Brinkerhoff’s Success Case Method
  - CIPP Model
  - The CIRO Approach
  - Robinsons’ Training for Impact
  - Targeted Evaluation Process
  - Training Validation System
  - HPT Evaluation Model
  - Input - Process – Output
  - Organizational Elements Model
  - Cost-Benefit Analysis
  - Balanced Scorecard

Who Should Attend

The Evaluating Learning Impact Certificate Program is for professionals new to measurement and evaluation or anyone responsible for determining the impact of learning and performance improvement interventions. Individuals looking to strengthen and expand their organization’s evaluation efforts will also benefit.

Credits & Attendance

Continuing Education Units (CEUs)

Earn 2 Continuing Education Units (CEUs) upon successfully completing this program. Learn More

CPLP© Recertification Points

This program may be eligible for up to 20 CPLP recertification points. Learn more at astd.org/recertification.

HRCI Recertification Credits

This program has been pre-approved for 21 (General) recertification credit hours toward PHR, SPHR, and GPHR recertification through the HR Certification Institute.

Attendance Policy

Participation in all originally scheduled days of the program is mandatory in order to receive the certificate of completion and 2 CEUs. Participants who miss more than two hours of the entire program will not be eligible to receive the certificate. Participants who fulfill the attendance requirement will receive a certificate at the end of the program.

To view our transfer and cancellation policies, please click here.

What Participants Are Saying

Here's how our programs drive results.

Christine Biehl

"I have heard great things about ASTD, but this was my first course. I wanted to be a part of a session sponsored by the most affluent T&D organization I know of . . . ASTD."

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Christine Biehl
Christine Biehl
Human Resources Manager
Crystal Farms
5/5 Average Rating
"I have heard great things about ASTD, but this was my first course. I wanted to be a part of a session sponsored by the most affluent T&D organization I know of . . . ASTD."
Megan Mills

"I learned a tremendous amount of helpful information from the instructor during the three-day Measuring and Evaluating Learning Certificate Program. I have already begun to use some of the tools and forms from the class, and a few of them I've shared with the management team who have benefited from using them in their areas as well. This year, I will be attending more certificate classes offered by ASTD as I know first-hand how much of a worthwhile investment it is and I am truly excited!"

Learn More
Megan Mills
Megan Mills
Human Resources Representative III
The University of Texas at Arlington
5/5 Average Rating
"I learned a tremendous amount of helpful information from the instructor during the three-day Measuring and Evaluating Learning Certificate Program. I have already begun to use some of the tools and forms from the class, and a few of them I've shared with the management team who have benefited from using them in their areas as well. This year, I will be attending more certificate classes offered by ASTD as I know first-hand how much of a worthwhile investment it is and I am truly excited!"
Janice Nolan

"the most applicable course I’ve ever taken, and after only a month I’ve already begun to make changes in my organization using the techniques I learned."

Learn More
Janice Nolan
Janice L. Nolan
Director of Knowledge Management & Professional Development
Sightlines
5/5 Average Rating
"the most applicable course I’ve ever taken, and after only a month I’ve already begun to make changes in my organization using the techniques I learned."

Meet Our Facilitators

We've got the best in the industry

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.
Learn More
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.

Facilitates the following:

ROI Basics Certificate| ROI Skill-Building Certificate| Evaluating Learning Impact Certificate|
Donald J. Ford

Donald J. Ford is a training and performance improvement consultant specializing in instructional design and process improvement. He has worked in the field of human resource development for twenty years, including training management positions at Southern California Gas Company, Magnavox, Allied-Signal, and Texas Instruments. His consulting clients include Toyota, Nissan, Rockwell International, Samsung Electronics, Orange County Transportation Authority, Glendale Memorial Hospital, and others. For these and other clients, he has developed custom classroom, self-study and web-based training, conducted performance and needs analyses, facilitated groups, managed improvement projects, taught courses, and evaluated results.

He teaches graduate courses in human resource development for Antioch University, Los Angeles, and Cal State University Northridge. He has published 35 articles and three books on topics in training, education, and management, including Bottom-Line Training: How to Design and Implement Training Programs that Boost Profits (Gulf Publishing, 1999), In Action: Designing Training Programs (Editor, ASTD, 1996), and The Twain Shall Meet: The Current Study of English in China (McFarland, 1988).

Don holds a bachelor's degree and master's degree in history and a doctorate in education, all from UCLA.

Learn More

Donald J. Ford

Donald J. Ford is a training and performance improvement consultant specializing in instructional design and process improvement. He has worked in the field of human resource development for twenty years, including training management positions at Southern California Gas Company, Magnavox, Allied-Signal, and Texas Instruments. His consulting clients include Toyota, Nissan, Rockwell International, Samsung Electronics, Orange County Transportation Authority, Glendale Memorial Hospital, and others. For these and other clients, he has developed custom classroom, self-study and web-based training, conducted performance and needs analyses, facilitated groups, managed improvement projects, taught courses, and evaluated results.

He teaches graduate courses in human resource development for Antioch University, Los Angeles, and Cal State University Northridge. He has published 35 articles and three books on topics in training, education, and management, including Bottom-Line Training: How to Design and Implement Training Programs that Boost Profits (Gulf Publishing, 1999), In Action: Designing Training Programs (Editor, ASTD, 1996), and The Twain Shall Meet: The Current Study of English in China (McFarland, 1988).

Don holds a bachelor's degree and master's degree in history and a doctorate in education, all from UCLA.

Facilitates the following:

Evaluating Learning Impact Certificate| Introducing Human Performance Improvement Certificate| Designing Learning Certificate|

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 the certification course for ASTD in Evaluating Learning Impact, and 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 co-authored the book Measuring the Success of OD, with Jack and Patti Phillips, and has published several articles and case studies on needs assessment, ROI and organizational culture. She can be reached at Lizette@roiinstitute.net

Learn More

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 the certification course for ASTD in Evaluating Learning Impact, and 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 co-authored the book Measuring the Success of OD, with Jack and Patti Phillips, and has published several articles and case studies on needs assessment, ROI and organizational culture. She can be reached at Lizette@roiinstitute.net

Facilitates the following:

ROI Skill-Building Certificate| Evaluating Learning Impact Certificate|
Lisa Ann Edwards

Lisa Ann Edwards is the founder of Bloom Coaching Institute, an organization that advances coaching effectiveness through research, tools, training and consultation utilizing the ROI Methodology™. Edwards’s coaching work has demonstrated as much as a 251 percent return on investment and has been shown to lift employee engagement nearly 20 percent.

As head of Talent Management for Corbis, a Bill Gates' privately owned global media company, Lisa was responsible for designing and implementing effective talent development solutions such as leadership development, management development and coaching programs to ensure talent engagement, improve talent retention and serve to feed the talent pipeline.

Lisa is a frequent contributing author to trade publications and has authored or contributed to the following books: Measuring the Success of Coaching: A Step-by-Step Guide to Measuring Impact and Calculating ROI (ASTD Press, 2012); Keep Looking Up (2010); Managing Talent Retention: An ROI Approach (2009) and has contributed case studies or chapters to five additional books. Lisa earned a Master of Science in Experimental Psychology from Southern Methodist University and is a certified coach from The Hudson Institute of Santa Barbara.

Learn More

Lisa Ann Edwards

Lisa Ann Edwards is the founder of Bloom Coaching Institute, an organization that advances coaching effectiveness through research, tools, training and consultation utilizing the ROI Methodology™. Edwards’s coaching work has demonstrated as much as a 251 percent return on investment and has been shown to lift employee engagement nearly 20 percent.

As head of Talent Management for Corbis, a Bill Gates' privately owned global media company, Lisa was responsible for designing and implementing effective talent development solutions such as leadership development, management development and coaching programs to ensure talent engagement, improve talent retention and serve to feed the talent pipeline.

Lisa is a frequent contributing author to trade publications and has authored or contributed to the following books: Measuring the Success of Coaching: A Step-by-Step Guide to Measuring Impact and Calculating ROI (ASTD Press, 2012); Keep Looking Up (2010); Managing Talent Retention: An ROI Approach (2009) and has contributed case studies or chapters to five additional books. Lisa earned a Master of Science in Experimental Psychology from Southern Methodist University and is a certified coach from The Hudson Institute of Santa Barbara.

Facilitates the following:

Evaluating Learning Impact Certificate|

Jack J. Phillips

Jack J. Phillips, PhD, is chairman of the ROI Institute and a world-renowned expert on measurement and evaluation. Phillips provides consulting services for Fortune 500 companies and workshops for major conference providers worldwide. Phillips is also the author or editor of more than 75 books and more than 100 articles. His work has been featured in the Wall Street Journal, Bloomberg Businessweek, Fortune, and on CNN.

Learn More

Jack J. Phillips

Jack J. Phillips, PhD, is chairman of the ROI Institute and a world-renowned expert on measurement and evaluation. Phillips provides consulting services for Fortune 500 companies and workshops for major conference providers worldwide. Phillips is also the author or editor of more than 75 books and more than 100 articles. His work has been featured in the Wall Street Journal, Bloomberg Businessweek, Fortune, and on CNN.

Facilitates the following:

ROI Skill-Building Certificate| Evaluating Learning Impact Certificate|

Kirk Smith, Ph.D., PMP

Dr. Kirk Smith is an experienced practitioner-scholar in the field of human resource development. He has over 15 years experience in organizational learning and management consulting including leadership positions in learning and development. He has led close to 200 training programs and facilitated dozens of management teams through complex, strategic decision-making, problem-solving sessions, and project planning sessions.

Dr. Smith is currently an Assistant Professor of Human Resources and Leadership at Western Carolina University in their MS of Human Resources Program and Principal of W. Kirk Smith & Associates, a management consulting firm. Dr. Smith also serves as a Senior Associate of the ROI Institute where he conducts training, consulting, and is the Administrator of ROI Certification Projects. His consulting experience consists of measurement and evaluation of human resource programs, business and financial literacy, implementing rational thinking processes in organizations, and project management. He is currently developing a 2-day workshop, a certification program, and co-authoring 2 books on predictive analytics for the ROI Institute and Dr. Jac Fitz-enz. Dr. Smith has already published several book chapters and articles on measurement and evaluation, process consulting, and organizational culture. He has also completed ROI impact studies on problem-solving and decision-making, leadership, quality programs, and technical skills.

In addition to his teaching and research responsibilities at Western Carolina University, Kirk serves as an internal leadership consultant for faculty and staff and facilitates book club discussions on topics related to leadership, ethics, and organizational culture. He started in January of 2011 in his current tenure-track position after serving as an adjunct faculty member in the program for the 6 previous years.

Dr. Smith holds a bachelor’s degree in Engineering Economic Systems from Georgia Tech, a M.S. in Industrial Technology from East Carolina University, and a Ph.D. in Technology Management with a specialization in Human Resource Development from Indiana State University. Kirk is also a Certified ROI Professional (CRP) with the ROI Institute and Project Management Professional (PMP) with the Project Management Institute.

Learn More

Kirk Smith, Ph.D., PMP

Dr. Kirk Smith is an experienced practitioner-scholar in the field of human resource development. He has over 15 years experience in organizational learning and management consulting including leadership positions in learning and development. He has led close to 200 training programs and facilitated dozens of management teams through complex, strategic decision-making, problem-solving sessions, and project planning sessions.

Dr. Smith is currently an Assistant Professor of Human Resources and Leadership at Western Carolina University in their MS of Human Resources Program and Principal of W. Kirk Smith & Associates, a management consulting firm. Dr. Smith also serves as a Senior Associate of the ROI Institute where he conducts training, consulting, and is the Administrator of ROI Certification Projects. His consulting experience consists of measurement and evaluation of human resource programs, business and financial literacy, implementing rational thinking processes in organizations, and project management. He is currently developing a 2-day workshop, a certification program, and co-authoring 2 books on predictive analytics for the ROI Institute and Dr. Jac Fitz-enz. Dr. Smith has already published several book chapters and articles on measurement and evaluation, process consulting, and organizational culture. He has also completed ROI impact studies on problem-solving and decision-making, leadership, quality programs, and technical skills.

In addition to his teaching and research responsibilities at Western Carolina University, Kirk serves as an internal leadership consultant for faculty and staff and facilitates book club discussions on topics related to leadership, ethics, and organizational culture. He started in January of 2011 in his current tenure-track position after serving as an adjunct faculty member in the program for the 6 previous years.

Dr. Smith holds a bachelor’s degree in Engineering Economic Systems from Georgia Tech, a M.S. in Industrial Technology from East Carolina University, and a Ph.D. in Technology Management with a specialization in Human Resource Development from Indiana State University. Kirk is also a Certified ROI Professional (CRP) with the ROI Institute and Project Management Professional (PMP) with the Project Management Institute.

Facilitates the following:

ROI Skill-Building Certificate| Evaluating Learning Impact Certificate|

Dates & Locations

Atlanta, GA

Nov 13-15, 2013

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New York, NY

Dec 04-06, 2013

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Online

Dec 09-Jan 27, 2014

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Las Vegas, NV

Jan 19-21, 2014

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Washington, DC

May 01-03, 2014

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Pricing

Member Price : $1,495

List Price : $1,795

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