ROI Skill-Building Certificate
Facilitators
Dr. Jack Phillips
As a world-renowned expert on accountability, measurement and evaluation, Dr. Phillips provides consulting services for Fortune 500 companies and major global organizations. The author or editor of more than 50 books, Phillips provides workshops and conference presentations throughout the world.
His expertise in measurement and evaluation is based on more than twenty-seven 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 bank, and management professor at a major state university.
His background led Phillips to develop the ROI Methodology - a revolutionary process that provides bottom-line figures and accountability for all types of learning, performance improvement, human resources, technology, and public policy programs.
Phillips regularly consults with clients in manufacturing, service, and government organizations in 44 countries in North and South America, Europe, Africa, Australia, and Asia
Books most recently authored by Phillips include Investing in Your Company’s Human Capital: Strategies to Avoid Spending Too Much or Too Little, Amacom 2005; Proving the Value of HR: How and Why to Measure ROI, SHRM 2005; The Leadership Scorecard, Elsevier Butterworth-Heinemann 2004; The Human Resources Scorecard: Measuring the Return on Investment, Elsevier Butterworth-Heinemann 2001; Building a Successful Consulting Practice, ASTD 2002; The Consultant’s Scorecard, McGraw-Hill 2000; Managing Employee Retention, Elsevier Butterworth-Heinemann, 2003; Return on Investment in Training and Performance Improvement Projects, 2nd Edition Elsevier Butterworth-Heinemann 2003; The Project Management Scorecard, Elsevier Butterworth-Heinemann 2002; How to Measure Training Results, McGraw-Hill 2002; and Performance Analysis and Consulting, ASTD 2000. Phillips served as series editor for ASTD’s In Action casebook series, one of ASTD’s more ambitious publishing projects with 30 titles. Now, he serves as series editor for Elsevier Butterworth-Heinemann’s Improving Human Performance series and Pfeiffer’s new series on Measurement and Evaluation.
Phillips has received several awards for his books and his work. The Society for Human Resource Management gave him its highest creative award for an ROI study and an award for one of his books. The American Society for Training and Development gave him its highest award, Distinguished Contribution to Workplace Learning and Development. Meeting News named Phillips one of the 25 most influential people in the Meetings and Events industry, based on his work on ROI for the industry.
Phillips has undergraduate degrees in electrical engineering, physics, and mathematics; a master’s degree in decision sciences from Georgia State University; and a Ph.D. in human resource management from the University of Alabama.
Jack Phillips has served on several boards of private businesses, including two NASDAQ companies, and several non-profits and associations, including the American Society for Training and Development. He is Chairman, ROI Institute, Inc. and can be reached at (205) 678-8101, or email.
Dr. Patti Phillips
Dr. Patti Phillips is President of the ROI Institute, Inc., the leading source of ROI competency building, implementation support, networking, and research. She is also Chairman and CEO of The Chelsea Group, Inc., an international consulting organization supporting organizations and their efforts to build accountability into their training, human resources, and performance improvement programs with a primary focus of building accountability in public sector organizations. She helps organizations implement the ROI methodology in countries around the world including South Africa, Singapore, Japan, New Zealand, Australia, Italy, Turkey, France, Germany, Canada, and the US.
Patti’s interest in accountability and evaluation began at an early age when purpose and results were even then measures of success. This followed her throughout academia and 13 years in corporate life. During her tenure as a corporate manager who observed performance improvement initiatives from the client perspective, results were imperative. As manager of the market planning and research organization of a major utility, she was responsible for the development of marketing programs for residential and commercial customers. In this role, she played an integral part in establishing Marketing University, a learning environment that supported the needs of new sales and marketing representatives.
In 1997, Patti took advantage of an opportunity to pursue a career in a growing consulting business at which time she was introduced to training, human resources, and performance improvement from a new perspective—yet a perspective that directly reflected her values of accountability, ROI evaluation. Since 1997, she has embraced the ROI methodology by committing herself to ongoing research and practice. To that end Patti has implemented ROI in private sector and public sector organizations. She has conducted ROI impact studies on programs such as leadership development, sales, new hire orientation, human performance improvement programs as well as K-12 educator development, educator National Board Certification mentoring program, and faculty fellowship programs. She is currently expanding her interest in public sector accountability through the application of the ROI methodology in community and faith-based initiatives including Citizen Corps, AmeriCorps, and the Compassion Capital Fund.
Patti’s academic accomplishments include a Ph.D. in International Development and a Master of Arts Degree in Public and Private Management. She is certified in ROI evaluation and has been awarded the designation of Certified Performance Technologist.
She has authored a number of publications on the subject of accountability and ROI. Patti’s most recent publications include ROI Basics, ASTD (2005); Proving the Value of HR: How and Why to Measure ROI, SHRM (2005); Make Evaluation Work, ASTD (2004); The Bottomline on ROI, Center for Effective Performance (2002), which won the 2003 ISPI Award of Excellence; ROI at Work, ASTD (2005); the ASTD In Action casebooks, Measuring Return on Investment Volume 3 (2001), Measuring ROI in the Public Sector (2002), and Retaining Your Best Employees (2002); the ASTD Infoline Series including Planning and Using Evaluation Data (2003), Mastering ROI (1998), and Managing Evaluation Shortcuts (2001); and The Human Resources Scorecard: Measuring Return on Investment, Butterworth-Heinemann (2001). She is published in a variety of journals, serves as adjunct faculty teaching training evaluation, and speaks on the subject at conferences including ASTD’s International Conference and Exposition and the ISPI International Conference. Email.
Ron Stone
Ron Stone is an author, international consultant and presenter, and one of the world's most recognized and accomplished authorities on measuring and improving training and performance improvement initiatives. He has conducted more than 100 return-on-investment (ROI) studies and directed hundreds more. Ron is currently a senior vice president with the ROI Institute where he directs the institute's international consulting practice. He most recently directed the Jack Phillips Center for Research. While working with Jack Phillips as a partner, Ron made significant contributions to perfecting the ROI Process. His measurement and evaluation strategies consulting services link training to organization business measures, design training for ROI, and establish results-based policies and procedures. Ron also certifies practitioners in the ROI Process, conducts a full range of public and in-house measurement workshops, and is a certified change consultant.
Ron has more than 30 years experience in engineering and economic development, human resource management, and aerospace and electric utility training. He has considerable experience in employment processes, compensation and benefits, performance management, training function management, healthcare delivery systems design, training curriculum design, safety, organizational development, executive development, needs assessment, and evaluation.
Ron’s clients and partners have included business units, workforce teams, union leaders and members, supervisors, company CEOs and executives, board-level directors, physicians, hospital executives and administrators, consultants, educators and elected government officials.
Ron served as chair of the Edison Electric Institute’s Executive Leadership Program for senior officers in the electric utility industry. In this capacity, he led the design, delivery and evaluation of the industry’s premier executive development program. He served on the State of Alabama Adult Education Advisory Council and the University of Alabama Management Development Program Advisory Council. He has designed industry management programs for the University of Alabama, Auburn University, and the University of Georgia.
Ron currently serves on the steering committee and faculty for the University of Alabama Human Resource Development program. He received the Pioneer Award in 1993 from the Alabama Healthcare Council for his leadership of a three-year major change initiative and his visionary work in influencing improvement in the quality and efficiency of the health care delivery system in Alabama. He is a member of the Society for Human Resource Management and the American Society for Training and Development.
Since 1994, Ron has made numerous contributions to perfecting the ROI Process while working with Jack Phillips as a business partner. He is co-author of How to Measure Training Results - A Practical Guide to Tracking the Six Key Indicators, McGraw-Hill Publishing, 2002, and The Human Resources Scorecard, Butterworth-Heinemann Publishing February, 2001. He has contributed several case studies to the ASTD In-Action Case Book Series, Measuring Return on Investment (1997), and Measuring Learning and Performance (1999) and is a contributing author to the ASTD Info-Line Series and the ASTD Tool Kit Series (1999). Ron received his BBA from Georgia State University and served 10 years in the United States Marine Corps.
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Dr. 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, Lizette has expertise in strategic planning, scorecard development, leadership and team development, organizational culture assessment, program 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 e-learning. Lizette holds an MS in psychology, with a concentration in cross-cultural psychology and psychometry from Georgia State University, and a PhD in leadership and HRD from Barry University. She is certified in ROI evaluation and has served on the ASTD ROI Network Advisory Committee. Lizette has contributed to the human resource development literature by authoring the book, The ROI of eLearning (in press), and publishing several articles on management development, organizational culture, and program evaluation. Email.
Toni DeTuncq (formally Toni Hodges)
Toni DeTuncq is principal of TH & 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. Email.
