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The Business Case for Learning

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Prove the Value of Learning Programs

Executives recognize learning as a necessary element in meeting the challenges of a complex and global economy, not to mention to drive change and to create greater stakeholder value. In short, learning is critical to an organization's present and future prosperity, which is why leaders need to show the value of learning.

There are some persistent concerns within the learning and development community around the importance of learning as well as both how and when it should be provided.

The Business Case for Learning, by world-renowned authors Jack and Patti Phillips, helps end your concerns by highlighting: 

  • The exact reasons why learning is an absolute necessity.
  • How it adds value to an organization's bottom line and, through a systematic, eight-step, results-driven process.
  • How to enhance the learning and talent development investment.

This book concludes with a "call to action" offering tools, templates, assessments, and guides to enrich application and prove the value of learning.

This is an engaging book every training professional should have on his or her shelf, and it's the perfect companion to The Bottomline on ROI, also authored by Patti Phillips.

Uses and Applications

Explore trends and challenges of learning, prove the value of learning, and gain ways to overcome the top five learning dilemmas:

  1. Learning is the best solution, but first to be cut in a downturn.

  2. Most training is wasted.
  3. The success of a learning program must be defined by application and impact.
  4. The learning results desired by executives are rarely measured.
  5. Some learning is not necessarily better than none.

    Learning Outcomes

    Identify the eight steps that will enable teams to protect and increase budget:

    1. Start with why
    2. Make It feasible
    3. Expect success
    4. Make it matter
    5. Make it stick
    6. Make it credible
    7. Tell the story
    8. Optimize results

    About the Authors

    Headshot of Patti Phillips

    Dr. 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 organizational 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 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.


    Headshot of Jack Phillips

    Dr. 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

    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.

    Product Resources

    This item may be found in the following collections
    HR Training Books
    Learning Style Assessments & Tools
    ROI of Learning