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The Bottomline on ROI - Benefits and Barriers to Measuring Learning, Performance Improvement, and Human Resources Programs (Third Edition - Softcover Book)

The Bottomline on ROI - Benefits and Barriers to Measuring Learning, Performance Improvement, and Human Resources Programs (Third Edition - Softcover Book)
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Item ID:0579E3BK

by Patti Phillips, PhD with foreword by Jack Phillips

Download "The 25 Most Frequently Asked Questions About ROI"

The ROI approach that satisfies even the most demanding executives.

Training, organizational development, and human resources professionals everywhere are feeling the pressure to prove the value and impact their learning initiatives bring to the organization. That’s because executives no longer take training investment on faith: they need to see the con­nection between learning and development and business results. Without a proven return on investment, manage­ment buy-in and training budgets are in jeopardy.

If you want a credible approach to show the value of your programs, including the ROI, or you are trying to figure out how to incorporate a measurement process within your organization, The Bottomline on ROI is for you. World-renowned expert Patti Phillips will help you make sense of the ROI Methodology™ and show you how to connect programs, processes, and projects to results in a clear, precise, and logical way that will satisfy even the most demanding C-suite executives.

Now in its third edition, Bottomline on ROI is more effective than ever. It remains a simple overview of the ROI Methodology™ while expanding on how to make the best use of the process at your organization. It is a must-have for any learning and development, human resources, or performance improvement professional who wants to demonstrate success of their programs beyond participant reaction and learning, but they don’t know where to begin. Just like the previous editions, this book keeps it simple and to the point. It gets to the bottomline.

This book will help you:

  • Learn the basics of ROI
  • Provide an overview of ROI to team members
  • Teach others the fundamentals of ROI
  • Persuade managers that ROI is the right choice for your organization
  • Begin to develop your measurement and evaluation strategy

Product Type



To understand and apply ROI methodology

About the Author

Dr. Patti P. Phillips is President and CEO of the ROI Institute, the leading source of ROI competency building, implementation support, networking, and research. A renowned expert in measurement and evaluation, she helps organizations implement the ROI Methodology in 70 countries around the world. She serves as Principal Research Fellow for The Conference Board, board member of the Center for Talent Reporting, and 2015 ATD CPLP Certification Institute Fellow. Patti also serves on the faculty of the UN System Staff College in Turin, Italy, and The University of Southern Mississippi's Ph.D. in Human Capital Development program. Her work has been featured on CNBC, EuroNews, and over a dozen business journals.

Before co-founding the ROI Institute, Patti served as a researcher and manager of market research for a large electric utility. Patti's academic accomplishments include a Ph.D. in International Development and a Master's Degree in Public and Private Management. She is certified in ROI evaluation and has been awarded the designations of Certified Professional in Learning and Performance and Certified Performance Technologist. Patti contributes to a variety of journals and has authored or edited over 75 books on the subjects of measurement, evaluation, analytics, and ROI, including the award-winning The Bottomline on ROI. Patti Phillips can be reached at

About 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, 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. In addition, it 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 competencies in the ROI Methodology have been demonstrated, 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.

For more information on certification, workshop, consulting and research, please visit ROI on the web at:, email, or by phone at (205) 678-8101.

Table of Contents

  • Foreword
  • Introduction
  • Chapter 1: ROI Defined
  • Chapter 2: The Evaluation Puzzle
  • Chapter 3: The ROI Methodology
  • Chapter 4: Communication of Results
  • Chapter 5: A Simple Case Study
  • Chapter 6: ROI Forecasting
  • Chapter 7: ROI Implementation
  • Chapter 8: Frequently Asked Questions
  • References
  • About the Author
  • About the Developer of the ROI Methodology
  • Put Your Money Where Your Mouth Is
  • About ROI Institute
  • About HRDQ

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