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More on Re-evaluating Evaluation – Jack Phillips and ROI

Dashe & Thomson

I have been blogging a lot about Training Evaluation this year—mostly Kirkpatrick , but also Brinkerhoff and Scriven. I just realized that I haven’t included a single word about Jack Phillips , who introduced Return on Investment (ROI) as Level 5 to Kirkpatrick’s Four Levels of Evaluation. My first exposure to Phillips’ ROI—although I didn’t realize it at the time—was through a colleague who introduced me to Kirkpatrick’s Four Levels.

Is this thing on? Tips for measuring course effectiveness and return on investment

Obsidian Learning

The Kirkpatrick four levels of training evaluation. This checklist is a tool for assessing the quality of the course before it is deployed. The most commonly used method of accomplishing this is Kirkpatrick’s Four Levels of Evaluation. Kirkpatrick and Kirkpatrick (2006) compare it to measuring customer satisfaction and note that when learners are satisfied with training, they are more motivated to learn. Kirkpatrick, D. L., & Kirkpatrick, J.


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Workplace Learning 2025 – What is the ROI of learning and development?

Learning Pool

Time, costs, and measurement metrics are among drivers of this mismatch. While ROI can be elusive, organisations that do it well are starting with the business metric and examining performance outcomes,” says CIPD head of L&D Andy Lancaster. Six Part Series: Workplace Learning 2025.

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Unlocked Learning—Training analytics made easy


Unlocked Learning is here to resolve that issue by removing the friction caused by traditional training assessment tools. Instead of hunting down metrics, imagine being able to receive every training metric in one dashboard? Why is easily accessible training assessment important?

Training Evaluation – 5 Best Ways to Evaluate Training Effectiveness and Impact


Since evaluation mostly assesses individuals at the level of their work, it makes it simpler to understand the loopholes of the training so that required changes in the methodology can be implemented. The Kirkpatrick Taxonomy Model. The Phillips ROI Model.

The Essential Guide to Learning Analytics in the Age of Big Data

Lambda Solutions

What metrics and sources to use in implementing learning analytics. Before the rise of big data, instructors had to rely on periodic tests and assessments to judge the progress of their learners. Assessing the usefulness of learning materials. The Kirkpatrick Evaluation Model.

Evaluation and ROI in Compliance Training

Interactive Services

While ROI is an important metric, it shouldn’t be the sole focus of a comprehensive compliance training initiative. Learning management systems (LMSs) can provide metrics and generate reports that give you data pointing to the effectiveness of training, like time spent on each module, assessment scores, number of times an assessment was attempted, and course completion rates.

Weighing the Options: Different Schools of Thought

CLO Magazine

The framework for learning evaluation and measurement embraced by most in the industry starts with Kirkpatrick. The framework for learning evaluation and measurement embraced by most in the industry starts with Kirkpatrick. Kirkpatrick is now retired and the honorary chairman of Kirkpatrick Partners LLC, a learning and evaluation consultancy led by his son, James, and his daughter-in-law, Wendy. Jack Phillips, chairman of ROI Institute Inc.,

ROI: It’s All About Proximity

CLO Magazine

I’m not saying training does not contribute to a learner’s on-the-job performance, but in the sense of measuring a Kirkpatrick or Phillips level 4/5 impact, we all know “contributing” is not a strong word. In the classic Kirkpatrick levels 1-4 model, training is best assessed at levels one and two. The next fair metric related to training is knowledge gain. Embrace a more robust approach to measuring learning outcomes.

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Instructional Design Basics: What Is ADDIE?

Convergence Training

The analysis phase of ADDIE is sometimes also called the training needs analysis and/or the training needs assessment. Create the actual assessments (tests) based on those criteria–yes, before you develop the training itself (!). The Phillips “ROI” Model.


What is stopping companies from measuring learning: Skillsets, datasets, toolsets or mindsets?


At the risk of sounding hyperbolic, it''s probably a more fair assessment to replace the rock with a series of boulders, which are best viewed through the lens of skillsets, datasets, toolsets and mindsets. Yet, L&D professionals continue to herald formal evaluation - Kirkpatrick and Phillips - as industry standards, essentially disregarding new tools at their disposal. . Is your company''s learning and development strategy wedged between a rock and hard place?

Free L&D webinars for May 2018

Limestone Learning

Discuss how to correlate learner engagement with other critical organization metrics to tell an important story about the value of L&D investments. Show you how to leverage Kirkpatrick’s model of assessment and create a targeted strategy around level three and four assessments. What metrics for training ROI do you use? What metrics to set up, how to install, and how to follow them up to get results.