ROI Basics Certificate

Facilitator

Patti P. Phillips, Ph.D.

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. 

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. 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. Patti can be reached at patti@roiinstitute.net.

Caroline Hubble, CPLP

Caroline Hubble is a senior consultant with the ROI Institute. With over 15 years of professional experience, she has focused the last 6 years on learning evaluation, analytics, and operations. During this time, she has conducted impact studies in a variety of areas including leadership development, new employee orientation, process improvement strategies, and skills training. In her current role, Caroline directs the implementation of complex evaluation projects, including developing data collection and analysis strategies to identify change in behavior and business impact. Additionally, she provides expert coaching to individuals working towards ROI Certification. Caroline’s professional background includes banking industry experience where she managed training evaluation, analytics, and operations for both business line and enterprise-wide training departments. She earned several awards for her efforts which lead to being promoted into a position to develop and implement standardized training reporting, evaluation and operational processes for the enterprise. Recognized as an accomplished industry advocate, Caroline has made numerous presentations to forums and professional groups. She holds a BA in Psychology from Rollins College and is a Certified ROI Practitioner. As part of the Pilot Pioneer group, Caroline received her ASTD Certified Professional in Learning and Performance (CPLP) credentials in 2006. She can be reached at caroline@roiinstitute.net.