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Bottomline on ROI - HRDQ
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The Bottomline on ROI workshop offers a robust framework and guiding principles that benefit a wide range of organizations, from small businesses to large corporations, educational institutions, non-profits, and government agencies. It serves as an effective tool to ensure that investments in learning and performance improvement align with organizational goals.

ROI of Learning



Individuals new to the ROI process and organizations engaged in ROI evaluation

Half-Day to Two Days


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 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.

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.

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

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.

QuickStart Train-the-Trainer: 1-Hour Virtual Coaching Session for This Product

QST is a convenient, one-hour virtual coaching session for first-time facilitators of this product. You'll receive personalized, one-on-one coaching with a subject matter expert who will get you up to speed quickly and accurately so you can step into the onsite with confidence. We'll answer all your questions about the facilitation of the product. And you can add additional coaching hours as needed. Your coaching session can be provided by telephone or video call and at a time of your choosing.

Facilitators will also receive an HRDQ Certificate of Completion for completing the QuickStart session.

About the authors

Patti P. Phillips, Ph.D., CEO of ROI Institute, Inc., is a renowned leader in measurement and evaluation. Patti helps organizations implement the ROI Methodology®️ in more than 70 countries around the world.

Since 1997, Patti has been a driving force in the global adoption of the ROI Methodology and the use of measurement and evaluation to drive organization change. Her work as an educator, researcher, consultant, and coach supports practitioners as they develop their own expertise in an effort to help organizations and communities thrive. Her work spans private sector, public sector, nonprofit, and nongovernmental organizations.

Patti serves as a member of the Board of Trustees of the United Nations Institute for Training and Research (UNITAR). She serves as chair of the Institute for Corporate Productivity (I4CP) People Analytics Board, Principal Research Fellow for The Conference Board, board chair of the Center for Talent Reporting (CTR), and she is an Association for Talent Development (ATD) Certification Institute Fellow. She also serves on the faculty of the UN System Staff College in Turin, Italy.

Patti has authored or edited more than 75 books on the subject of measurement, evaluation, analytics, and ROI. Her work has been featured on CNBC, Euronews, and in more than a dozen business journals.

Jack J. Phillips, Ph.D., Chairman of ROI Institute, Inc., is a world-renowned expert on accountability, measurement, and evaluation. He provides consulting services for Fortune 500 companies, nonprofit entities, and government and non-governmental organizations globally. He is the author or editor of more than 100 books, conducts workshops, and presents at conferences worldwide.

Jack has received several awards for his books and work. The American Society for Training and Development gave him its highest honor, Distinguished Contribution to Workplace Learning and Development. The International Society for Performance Improvement presented Jack with its highest award, the Thomas F. Gilbert Award, for his contribution to human performance technology. On three occasions, Meeting News named him one of the 25 Most Powerful People in the Meetings and Events Industry, based on his work on ROI. The Society for Human Resource Management presented him with an award for one of his books and honored a Phillips ROI study with its highest award for creativity. In 2019, Jack, along with his wife Patti P. Phillips, received the Distinguished Contributor Award from the Center for Talent Reporting for their contribution to the measurement and management of human capital.

His work has been featured in the Wall Street Journal, BusinessWeek, and Fortune. He has been interviewed by several television programs, including CNN. Jack regularly consults with clients in manufacturing, service, and government organizations in 70 countries around the world.

About the ROI Institute

ROI Institute, Inc. is the leading resource on research, learning, and networking for practitioners of the ROI Methodology(TM). Founders and owners Jack J. Phillips, Ph.D., and Patti P. Phillips, Ph.D., are the leading experts in the application of ROI to learning, HR, and performance improvement programs.

Founded in 1993, the ROI Institute is a service-driven organization assisting professionals in improving their programs and processes through the use of the ROI Methodology. This methodology is a critical tool for measuring and evaluating programs with over 22 different applications in more than 70 countries.

ROI Institute offers a variety of consulting services, learning opportunities, and publications. It also conducts research activities for organizations internally, as well as for other enterprises, public sector entities, industries, and interest groups globally.

ROI Institute is the only organization offering ROI Certification to build expertise in implementing ROI evaluation and sustaining the measurement and evaluation process in your organization. When the demonstration of the competencies in the ROI Methodology is shown, certification is awarded. There is no other process that provides access to the same level of expertise as our ROI Certification. To date, over 12,000 individuals have participated in this process.

Learn more about the ROI Institute

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