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The Bottomline on ROI Workbook

The Bottom line on ROI Workshop - Participant Workbook

$ 51.50
by Jack J. Phillips, Ph.D. and Patti P. Phillips, Ph.D.

The ROI solution that satisfies even the most demanding executives.

Training professionals everywhere are under pressure to prove the value of their efforts. Because if they can’t, management buy-in, budgetary support, and maybe even their jobs are at risk. After all, 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? Using the Phillips ROI Methodology, it most certainly is — and it isn’t as difficult or overwhelming as one may think.

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.

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 to implement an effective ROI strategy — is available to you, exclusively through HRDQ.

Learning Outcomes
  • 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

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.


The Bottomline on ROI workshop introduces thePhillips ROI Methodology, illustrates how it’s 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 pre-requisite 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.

Uses and Applications

The Bottomline on ROI Workshop is an excellent way to introduce the Philllips ROI Methodology and garner support for implementing an effective evaluation strategy. Specifically, it can be used to generate six types of measures:

  • Reaction and planned action
  • Learning
  • Application
  • Business impact
  • Return on investment
  • Intangible measures

The Philllips ROI Methodology can be applied to wide range of initiatives, including leadership development, change management, communication, coaching, project management, engagement, talent retention, sales training, ethics initiatives, and more.

Participant Workbook Includes:

  • Introduction
  • Background and Research
  • ROI Methodology
  • Data Collection and Analysis
  • Reporting and Communicating
  • ROI Methodology Summary and Implementation
  • Case Studies
  • Quizzes
  • Exercises
  • Job Aids
  • Worksheets

What to order: Order one workbook book for participants and a facilitator set for instructor.

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