ISPI Central Florida Chapter

Jack Phillips Workshop: The Bottomline on ROI

  • 20 Apr 2018
  • 9:00 AM - 4:00 PM
  • JetBlue University, 8265 Hangar Blvd., Orlando, FL 32827


  • Through March 31st for ISPI-CFC Members
  • Registration fee for all attendees.


Topic: One Day Workshop - The Bottomline on ROI

Start Time: 9:00 a.m.

End Time: 4:00 p.m.


Workshop Overview:

This one-day workshop introduces the concept of ROI, the fastest growing metric for evaluating learning and performance improvement. Participants are exposed to the ROI Methodology, which includes developing objectives, collecting data, isolating the effects of the program, converting data to monetary values, tabulating appropriate program costs, and calculating the ROI. Participants quickly see the advantage of using ROI as six types of data are collected and analyzed. This workshop takes the mystery out of the use of ROI.


·         Align programs to business needs

·         Show contributions of selected programs

·         Justify/defend budgets

·         Improve support for programs

·         Enhance design and implementation processes

·         Identify inefficient programs that need to be redesigned or eliminated

·         Identify successful programs that can be implemented in other areas



After completing this workshop, participants should be able to: 

·         Identify the drivers for ROI

·         Make the business case for ROI

·         Develop program objectives at multiple levels      

·         Explain how to achieve business alignment

·         Explain how ROI works

·         Identify 7 of the 12 Guiding Principles

·         Describe the 10 steps in the ROI

·         Methodology

·         Plan next action steps  


This workshop is for those interested in knowing more about measuring the success of HR and learning and development, particularly at the ROI level. The workshop focuses on the process to effectively conduct ROI studies. Individuals who should attend are:

·         Learning and Development Managers, Advisors and Heads

·         SME Business Owners and Managers

·         Performance Consultants

·         Facilitators

·         HR Managers

·         Head of departments

·         Organizational Development Specialists


-The Bottomline on ROI: Benefits and Barriers to Measuring Learning, Performance Improvement, and Human Resource Programs, 3rd Edition

- Detailed 60-page participant workbook, complete with exercises and exhibits

- Process Model

      - Application Guide



Jack J. Phillips, Ph.D.


ROI Institute, Inc.


Jack J. Phillips is Chairman of ROI Institute and is a world-renowned expert on accountability, measurement, and evaluation. He provides consulting services for Fortune 500 companies and major global organizations. 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 American Society for Training and Development (now ATD) gave him its highest award, Distinguished Contribution to Workplace Learning and Development for his work on ROI.


The author or editor of more than 100 books, he conducts workshops and presents at conferences all over the world. He has served on the boards of several private businesses, including two NASDAQ companies, and several nonprofits and associations, including the Association for Talent Development and the National Management Association. His work has been featured in The Wall Street Journal, Bloomberg BusinessWeek, Fortune Magazine, and on CNN.


  • JetBlue University is located at 8265 Hangar Blvd., Orlando, FL 32827. JetBlue U is situated on the NE area of the Orlando Int'l. Airport property. Take 528 to Goldenrod Rd. and go South. Take the first right, on to Cargo Rd. Take the next immediate right, on to Hangar Blvd. Take the second entrance on the right, to enter the JetBlue U facility. At the gate, buzz the receptionist and let them know you're here for the ISPI event. They will raise the gate and you can proceed through. Turn to the left and park anywhere there is an open spot.

    Click here for Google directions from your location.

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