Bottomline on ROI

SKU 0579E1FG
Facilitator Guide
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Training professionals everywhere are under pressure to prove the value of their efforts – because if they can't, management buy-in, budgetary support, and even their jobs are at risk. Learning and development programs don't come cheap, but is it really possible to put hard numbers on the impact of training, especially the more nebulous soft-skills topics such as leadership development?

Created by world-renowned experts and founders of the ROI Institute, Drs. Jack Phillips and Patti Phillips, The Bottomline on ROI workshop simplifies the process of connecting HR, learning, and performance improvement programs and projects to measurable outcomes in a clear, precise, and logical way. Guiding principles, real-world case studies, skill-development exercises, and implementation strategies help both novice and seasoned training professionals to evaluate and report results with confidence.

How It Works

Combining the Phillips ROI Methodology process with the demand for an in-house training solution, we've packaged the learning into a flexible workshop that can be delivered as a half-day overview, one-day program, or a comprehensive two-day experience. And now this training resource – using the same approach that has helped thousands of organizations to implement an effective ROI strategy – is available to you, exclusively through HRDQ.

The Bottomline on ROI workshop introduces the Phillips ROI Methodology, illustrates how it is conducted and utilized within organizations and provides a framework for evaluating the results of specific programs and projects. The workshop illustrates how ROI can be calculated in any situation, including soft-skills training efforts. The math is simple to apply, and skill-development tools such as case studies, exercises, and worksheets assist in the transition of theory to application.

The content is organized in a flexible, modular format that can be delivered as a half-day, one-day, or two-day learning experience. ROI certification is not a prerequisite to facilitate the workshop, but it's highly recommended that trainers have an understanding of the ROI process and have conducted at least one ROI study in advance of the program.

Uses and Applications

The Bottomline on ROI is an excellent way to introduce the Phillips ROI Methodology and garner support for implementing an effective evaluation strategy. Correctly, it can be used to generate six types of measures:

  1. Reaction and planned action
  2. Learning
  3. Application
  4. Business impact
  5. Return on investment
  6. Intangible measures

The Phillips ROI Methodology can be applied to a wide range of initiatives, including:

  • Leadership development
  • Change management
  • Communication
  • Coaching
  • Project management
  • Engagement
  • Talent retention
  • Sales training
  • Ethics initiatives

Learning Outcomes

From small businesses and major corporations to educational institutions, non-profits, and government agencies, the guiding principles and proven framework introduced in The Bottomline on ROI workshop make it an excellent solution for ensuring investments in learning and performance improvement are aligned with your organization's objectives.

By the end of this workshop, participants will:

  • Identify the drivers of ROI
  • Make the business case for ROI
  • Bust the myth of measuring ROI for soft-skills training
  • Understand the ROI Methodology
  • Learn the guiding principles of ROI
  • Develop program objectives at multiple levels
  • Conduct a briefing on ROI
  • Explain how to achieve business alignment
  • Explain to clients how ROI works
  • Identify seven of the 12 Guiding Principles
  • Describe the ten steps in the ROI Methodology

Product Details

Product Type: Workshop (The Facilitator Guide serves an an in-depth binder, designed to help trainers swiftly administer the workshop.)

Target Audience: Individuals new to the ROI process and organizations engaged in ROI evaluation.

Measures: How participants perceive the workshop content as:

  • Relevant to their work
  • Important to their success
  • Immediately applicable

Dimensions: Skill development and implementation skills.

Time Required: Half-day to two-days.

What to Order

Facilitator Guide: Order One Guide Per Trainer.

The Facilitator Guide includes everything trainers need to prepare for and deliver the half-day, one-day, or two-day versions of the the workshop. It includes extensive background information, step-by-step workshop guidelines, ROI Methodology, case studies, quizzes, exercises, job aids, and worksheets, and a sample preview of the participant workbook.

Workbook 5-Pack: Order One Pack for Up to Five Participants.

A comprehensive takeaway for participants that includes critical content, worksheets, and forms used during the workshop, as well as additional tools for on-the-job use.

Companion Book: Order One Book Per Trainer.

Used along with the assessment, this companion book is designed to support the workshop and contains in-depth information about extraordinary teams, interpretive results, discussion questions, The Extraordinary Teams Model, and both team and individual action planning. This companion book also serves as a useful post-training reference tool.

About the Authors

Dr. Patti P. Phillips is the president and CEO of the ROI Institute. Internationally known as an accountability, measurement, and evaluation expert, she facilitates workshops across the United States and around the world. Dr. Phillips also consults with public, private, non-profit, and educational organizations about implementing the ROI Methodology.

Dr. Jack J. Phillips is a world-renowned expert on accountability, measurement, and evaluation, and co-founder of the ROI Institute and developer of the ROI Methodology. He provides consulting services and workshops for several global organizations. Dr. Phillips is also a highly respected speaker who presents at major conferences around the world.