ROI at Work: An Interactive Case Study HRDQ-U Webinar

ROI at Work: An Interactive Case Study

This On-Demand event was originally presented on April 20, 2022 (60 min)


Never has it been so essential to design programs and projects to deliver results – and demonstrate that they do. This process is especially pertinent for programs that are strategic, align with operational goals, are expensive, and reach a large audience.

Unfortunately, program owners often face challenges in delivering results that executives appreciate and understand, including impact and ROI. These challenges can be overcome by designing programs to deliver results while applying three foundational skills – critical thinking, listening, and basic math.

This interactive session will introduce the ROI Methodology®, the most used evaluation system in the world while giving participants practice using these essential skills through a review of a case study of a leadership development program. Participants will learn strategies to address some of the more challenging areas in an evaluation: collecting data post-program, isolating the effects of programs on improvement in business measures, and converting measures to money.

After attending this session, participants will have a greater understanding of what is required to complete an evaluation study to prepare them to successfully complete their own. Tools, templates, case studies, and job aids are available to participants who attend and complete the interactive session. Each attendee will receive a copy of Value for Money: Measuring the Return on Non-Capital Investments, which contains 25 detailed case studies.

Attendees will learn

  • To describe how they can use the ROI Methodology in evaluating their programs.
  • How to determine when and how to use various approaches to collect and analyze data.
  • How to plan the next steps to conduct an ROI study.


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 by 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.

Connect with Jack on TwitterFacebook, and at



Training Tools for Developing Great People Skills

This event is sponsored by HRDQ. For 45 years HRDQ has provided research-based, off-the-shelf soft-skills training resources for classroom, virtual, and online training. From assessments and workshops to experiential hands-on games, HRDQ helps organizations improve performance, increase job satisfaction, and more.

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2 Responses

  1. Think about a major program you have implemented.
    What happens if your program produces a negative ROI?

    Add your thoughts in the comments section below! We’ll answer your questions here and during the live event Q&A.

  2. Think about a major program you have implemented.
    If a top executive asks for an ROI evaluation, what specifically would you do?

    Add your thoughts in the comments section below! We’ll answer your questions here and during the live event Q&A.


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