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Beyond Learning Objectives: Develop Measurable Objectives That Link to the Bottom Line

Jack J. Phillips, Patti P. Phillips

Authors

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.


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.


Anyone who has a stake in the success of a project or program—and that is just about everyone in business—needs to read Beyond Learning Objectives. Jack and Patti Phillips have written a comprehensive, practical, step-by-step approach to developing measurable objectives. How I wish I had read this guidebook years ago!

Patricia M. Crull, PhD
Vice President, CLO
Time Warner Cable