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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 PhillipsROI—although I didn’t realize it at the time—was through a colleague who introduced me to Kirkpatrick’s Four Levels.

The Phillips ROI MethodologyTM – Measuring Data at All Levels – Part 5

CommLab India

This blog is the 5 th part of the Kirkpatrick series that I have been writing about over the last few weeks. In the fourth part of the series, we saw how the Phillips ROI Methodology TM suggests that measurements be taken at every level. Level 4: Business Impact. But let’s be realistic – changes or improvements in business would occur due to several reasons other than the training program itself. Level 5: ROI.

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An Overview: Phillips' Model for Learning Evaluation


When we originally published our Learning Evaluation eBook and blog series, we covered four learning evaluation models representing a range of approaches and perspectives: Kirkpatrick, Kaufman, Brinkerhoff, and Anderson. While there are many other learning models we’ve yet to cover, the one we’re asked about most often that’s not mentioned in our original series is Phillips' Learning Evaluation Model. ROI, however, can be extremely useful when planning a learning program.

ROI: Still Evoking Confusion and Controversy

CLO Magazine

The return on investment concept for learning has been around since Jack Phillips introduced it about 40 years ago. Here is an example from an email I received: “Anyone who is involved in the business world is familiar with the concept of ROI. Calculating ROI.

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

Learning Pool

Part 4: While the benefits of workplace learning are wide-ranging, measuring the return on investment (ROI) remains a challenge for many organisations. ROI of L&D is critical to ensure money is invested wisely and the programme is open to scrutiny. Blog Learn & Connect

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Determining The ROI Of eLearning – Using Kirkpatrick’s Model Of Training Evaluation

Adobe Captivate

In this article, I outline how you can use the Kirkpatrick’s model of training evaluation to measure training effectiveness, its impact, and the ROI of eLearning. How To Determine The ROI Of eLearning. The measurement of ROI of eLearning needs an integrated approach that should begin during the Training Needs Analysis or TNA phase and should successively build up right up to the determination of its impact on business. Assessing the gain for business.

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How To Measure The ROI Of Online Training?

Adobe Captivate

However, the focus is now shifting to determining its impact and the Return On Investment or ROI of online training. Measuring The ROI Of Online Training. In this article, I will begin with a quick summary of the benefits that eLearning offers, what ROI is, and how you can measure it. I will also outline the ROI methodology we use. I am quoting extensively from my earlier article Return Of Investment (ROI): Are You In? What Is ROI?

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How To Measure The ROI Of Online Training?

EI Design

However, the focus is now shifting to determining its impact and the Return On Investment or ROI of online training. Measuring The ROI Of Online Training. In this article, I will begin with a quick summary of the benefits that eLearning offers, what ROI is, and how you can measure it. I will also outline the ROI methodology we use. I am quoting extensively from my earlier article Return Of Investment (ROI): Are You In? What Is ROI?

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ROI: Determine the Impact of Your Training Programs


Calculating Return on Investment (ROI) is no easy feat for most any project. And, measuring the ROI for your training programs is no exception. Industry Growth Means Managers Need to Understand the Business Impact of Their Training Programs. What Is ROI? This may be the top question asked of business leaders as they present a case to launch a new business initiative. In simplest terms, ROI is the gain that results from an investment.

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Why We Should Stop Talking About ROI in Training


For as long as Return on Investment, or ROI , has been prevalent concept in business, it’s also been a fixture of workplace learning and performance. What started as a concept that had value — namely, the need for the work of trainers to be more linked to business performance — has in many ways devolved into something more dangerous — a cliché. A Brief History of ROI in Training. Where Does ROI Fail?

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Why Investing in Learning Analytics Makes Business Sense

EI Design

This is accompanied by two equally important questions—did it create the required impact the business was seeking, and did it create the Return on Investment (ROI) to justify the training spend? Get the pointers necessary to see if positive ROI is being generated. In this blog, I outline why investing in Learning Analytics makes business sense. Level 4: Impact (Demonstrable impact on the business). If the business sees the required gain.

Avoiding the Curse of the Consultant

CLO Magazine

Clients who fund consulting want to see the business value and sometimes even the ROI. Consulting can also be a risky business. The first challenge is to deliver credible business results to clients. In today’s climate, showing ROI for major projects can be a market differentiator. If clients aren’t happy, client referrals won’t develop and it’s difficult to have a sustainable business. Start with Why: Aligning Consulting with Business.

Three Superheroes of Training Evaluation

Growth Engineering

Followed by Roger Kaufman and then Jack Phillips. He recognises that business needs to contribute to something more than profit. Hero Profile 3: NAME: Jack Phillips. KNOWN FOR: The sixth ‘Financial ROI level’. So, to help fix this problem he added a sixth ‘Financial ROI level’ to the Kirkpatrick model. He brings everything together with a formula that will help training managers to calculate the ROI of their training.


Dashe & Thomson

We in the learning industry talk about it a lot in conferences, and blog about it, but relatively few of us are doing anything substantial with mobile learning “on the ground.” But why isn’t business capitalizing on these solutions? While many acknowledge the value of human resource development, few companies are prepared to analyze ROI on an asset as “fuzzy” as a well-trained employee. Clive Thompson blogs about Coding for the Masses.

What’s LEO’s Chain of Evidence Learning Evaluation Model?


LEO Learning’s Chain of Evidence is a learning model that lets you make meaningful connections between business impact, behavior, learning, and learners. As a result, the model is based on identifying a clear chain of evidence from learning engagement to business shift. Business Impact.

28 eLearning quotes from eLearning experts, implementers, and gurus


It starts with six fundamental pillars; be personal, respect time, meet clear goals, measure the impact, make it widely available, and deliver ROI. Erick Prospero from Ninja Tropic : “Learning and Development teams are in the business of changing lives!

Evidence or Proof of L&D Impact? Why Not Both?


Given this is such a priority to any L&D executive, this blog post will discuss the 3 options to measure L&D impact. This is where you assemble significant amounts of data, run statistical models like regression analysis to show a link between the learning program and the business outcome. In this proof-based approach you’ll likely see a causal model created by statistical experts and you’ll likely be working with ROI Impact Study certified practitioners.

Instructional Design Basics: What Is ADDIE?

Convergence Training

Also during analysis phase of ADDIE, you’ll want to: Analyze the business or organization’s goals and how training might fit into those goals. The PhillipsROI” Model. appeared first on Convergence Training Blog.


Reflections on Learning Solutions Conference 2014 (Part 2)

Unicorn Training

Fresh back from sunny Orlando, Unicorn CEO Peter Phillips reflects on the key themes of LS Con 14. But research shows no correlation between happy sheet data and business performance, and the Will Thalheimer curve (see part 1 of this blog) demonstrates how the learning from single events quickly dissipates without regular reinforcement. The second was led by Glenn Bull, CEO of Skilitix a charismatic exponent of an ROI led future for learning.


Discussing the ASTD Handbook, eLearning, and Published Expertise with Elaine Biech

Web Courseworks

JA : Our Blog is focused on information for the eLearning manager. For example when contemplating the topic of evaluation several influential and respected names immediately come to mind: Kirkpatrick, Phillips, Brinkerhoff, and others. In addition, several topics immediately come to mind: learning analytics, performance, transfer of learning, the four levels, ROI, and others. We all know that executives are very busy people.

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Commonly Used Training Evaluations Models: A Discussion with Dr. Will Thalheimer

Convergence Training

Will is the owner of Work-Learning Research and writes at the Will at Work blog and also has some great books out. If you follow the Convergence Training blog, you know that we’ve interviewed Will multiple times, and we are constantly referring to him and to his work on any number of topics. People talk about the Philips model (aka ROI) , the Kaufman model , Roger Kaufman’s work, and Rob Brinkerhoff as well through the success case methodology.

Free L&D webinars for October 2018

Limestone Learning

However, many of these programs still miss the opportunity to offer targeted components to address the needs of employees assuming particular roles, or role-specific onboarding going beyond providing a general understanding of the business.

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Effective Learning – Musings from the UnConference

Learning Cafe

This blog post is a summary of the “ Effective Learning ” stream of the Learning Cafe UnConference which was led by Bob Spence. The second concerned better understanding a client (business unit for example) requirements. This stream, which was well attended all day, was concerned with how we can make learning more effective and to this end five separate Sessions dealt with some of the many and various aspects of effectiveness.