ROI Skill-Building Certificate
Facilitators
Jack J. Phillips
Dr. Jack J. Phillips is a world-renowned expert on measurement and evaluation, Dr. Phillips provides consulting services for Fortune 500 companies and workshops for major conference providers throughout the world. Phillips is author or editor of more than 150 articles and 40 books, of which 12 are about measurement and evaluation.
His expertise in measurement and evaluation is based on more than 27 years of corporate experience in five industries (aerospace, textiles, metals, construction materials, and banking). Phillips has served as training and development manager at two Fortune 500 firms, senior HR officer at two firms, president of a regional federal savings bank, and management professor at a major state university. His background in training and HR led Phillips to develop the ROI Methodology--a revolutionary process that provides bottom-line figures and accountability for all types of training, performance improvement, human resources, and technology programs. Phillips has received numerous awards for his books and work. Phillips regularly consults with clients in manufacturing, service, and government organizations in 37 countries in North America, South America, Europe, Africa, and Asia.
Books most recently authored by Phillips include Return on Investment in Training and Performance Improvement 2nd edition, Butterworth-Heinemann, Boston, MA, 2003; Managing Retention, Butterworth-Heinemann 2003; The Project Management Scorecard, Butterworth-Heinemann 2002; How to Manage Training Results, McGraw-Hill, 2002; The Human Resources Scorecard: Measuring the Return on Investment, Butterworth-Heinemann, 2001; The Consultant’s Scorecard, McGraw-Hill, NY, 2000; HRD Trends Worldwide: Shared Solutions to Compete in a Global Economy, Butterworth-Heinemann, 1999; Handbook of Training Evaluation and Measurement Methods, 3rd edition, Butterworth-Heinemann, Boston, MA, 1997; and Accountability in Human Resource Management, Butterworth-Heinemann, Boston, MA, 1996. Phillips served as series editor for the In Action casebook series, which became the most ambitious publishing project of the American Society for Training & Development and includes 30 titles. He currently serves as series editor for Butterworth-Heinemann’s Improving Human Performance series, and serves as editor for the Measurement in Action series published by the Center for Effective Performance.
Patti Phillips, CPLP
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 (1998) published by Berrett-Koehler; Lorraine L. Ukens’s What Smart Trainers Know (2001) published by Jossey-Bass/Pfeiffer; and Allison Rossett’s The ASTD E-Learning Handbook (2002), published by McGraw-Hill. She served as editor of the "Symposium on the Evaluation of Training" in the International Journal of Training and Development 5(4) December 2001.
Lizette Zuniga
Dr. Lizette Zuniga is CEO of LCZ Integrated Solutions, Inc., a research and consulting firm focused on organizational improvement and accountability. With more than 15 years of professional experience, Dr. Zuniga has expertise in strategic planning, scorecard development, leadership and team development, organizational culture assessment, program measurement and evaluation, ROI, survey design, and needs assessment. Formerly with First Data Corporation, she led the corporate university's team in assessment and measurement efforts. Lizette presently serves as a formal partner with the ROI Institute, Inc. She has conducted impact studies on a variety of areas including leadership development, team development, sales, informational technology, relationship management and eLearning. Lizette holds an M.S. in psychology, with a concentration in cross-cultural psychology and psychometry from Georgia State University, and a Ph.D. in leadership and HRD from Barry University. She is certified in ROI evaluation and is a frequent speaker at ASTD conferences. Lizette has contributed to the human resource development literature by co-authoring the book, Costs and ROI: Evaluating at the Ultimate Level (Measurement and Evaluation series, 2008) and publishing articles on management development, organizational culture, and program evaluation.
Toni Hodges DeTuncq
Toni DeTuncq is principal of THD & Company. For the past 20 years, she has concentrated on measuring human performance. Toni has conducted and managed operational systems and group evaluations for corporate, defense-contracting, and government organizations. Her work has included the development of individual assessment tools and large organizational tracking tools--all aimed at measuring the performance and monetary value of human resource and systems intervention programs. Toni currently provides consulting services and skill enhancement workshops to help organizations establish accountable and effective evaluation programs. Formerly, she managed measurement and evaluation for Verizon’s Workforce Development group. At Bell Atlantic, she created and managed a measurement and evaluation program that, in 1999, was chosen as a best practice among more than 200 companies. Her current and most recent clients include Bank of America, BAE Systems, BMW Manufacturing, the U.S. Army, and the U.S. National Security Agency (NSA).
Toni was selected as one of nine "Training’s New Guard--2001" by the American Society for Training & Development (ASTD), which was featured in the May 2001 issue of the T+D magazine. In 2000, the ROI NetworkTM named her "Practitioner of the Year." She has published numerous articles, was the editor of the best-selling ASTD In Action series Measuring Learning and Performance, author of the recently published Linking Learning and Performance: a Practical Guide to Measuring Learning and On-the-Job Application, and co-author of Make Training Evaluation Work.