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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.

Training Evaluation Beyond Kirkpatrick

Training Industry

Because showing the return on investment from training involves many components and metrics that are not readily measurable, such as the behavioral changes in the learner’s day-to-day work as a result of the training they attended. Today, when we discuss training evaluation, we likely reference Kirkpatrick’s model with the familiar four levels: reaction, learning, behavior and results.

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An Overview: Phillips' Model for Learning Evaluation

Watershed

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.

Why We Should Stop Talking About ROI in Training

Mindflash

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. A Brief History of ROI in Training. Many people look at Don Kirkpatrick ’s work from as early as 1959 as the beginning of ROI in learning and development. It was in his early work that Kirkpatrick developed his four-level model: Level 1: Reaction. Where Does ROI Fail? We Don’t Need New Metrics.

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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. Time, costs, and measurement metrics are among drivers of this mismatch. Six Part Series: Workplace Learning 2025.

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Evaluation and ROI in Compliance Training

Interactive Services

But what about evaluation and return on investment (ROI)? . How have you planned to measure the effectiveness ROI of your initiative? Evaluation and ROI are important indicators of how well a program is working and how much risk is mitigated. Measuring ROI. Organizations that implement compliance training programs typically want to measure return on investment (ROI). But compliance training ROI can be hard to measure.

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

Obsidian Learning

The Kirkpatrick four levels of training evaluation. Determination of Return On Investment , or ROI. 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. ROI Results Evaluation. Kirkpatrick, D. L., & Kirkpatrick, J.

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

Lambda Solutions

What metrics and sources to use in implementing learning analytics. Evaluating Learning Analytics and Measuring ROI. Data Points to Prove the ROI of Learning Analytics. This data can be sorted, filtered, and correlated to specific metrics, such as activity and course completions.

ROI: It’s All About Proximity

CLO Magazine

I hate ROI. I have been chasing ROI for the past 25 years. 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. For us to achieve a true ROI measure, it’s about proximity to performance. In the classic Kirkpatrick levels 1-4 model, training is best assessed at levels one and two.

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

Kitaboo

Related Read: 5 Ways to Boost Training ROI with Evaluation Tools. The Kirkpatrick Taxonomy Model. Kirkpatrick Taxonomy is one of the most widely used methods for evaluating the effectiveness of corporate training programs. The Phillips ROI Model.

Unlocked Learning—Training analytics made easy

Coassemble

Instead of hunting down metrics, imagine being able to receive every training metric in one dashboard? But for your admins, it allows them to create training content and view various metrics including: When and where a user has accessed and self-enrolled in a training session. The earliest and most widely accepted and formalized training assessment process was the Kirkpatrick Model by Dr. Donald Kirkpatrick.

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.,

The Elevator Pitch for Trainers

Training Industry

The conversation that began with Kirkpatrick and continues with Phillips takes place at virtually every training conference, is represented as an article in almost all training publications and is a topic of debate whenever training professionals meet. The dialog focuses on metrics, or the lack thereof; ROI and the challenge of measuring it; and the meaning of “business impact.”

Putting Thought to Work: Evaluation in Practice

CLO Magazine

The company organizes its learning evaluation data using a tool, Metrics That Matter, from KnowledgeAdvisors that connects directly to its learning management system. Managers input progress measures into the LMS, which streamlines the data to Metrics That Matter. Then she said the tool automates levels 1 through 5 — including the Phillips ROI model — to help learning leaders report and analyze the data.

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

Xyleme

By adapting our language and perspective to integrate terms like traffic, bounce rate, conversion, time on site and social sharing into an L&D context, we create a dynamic system that uses data to drive smarter decision-making and draw on accurate metrics for more actionable insights. How long can L&D organizations expect this to continue if they can''t prove to their stakeholders their training tools and programs are effectively influencing employee performance and driving ROI?

Instructional Design Basics: What Is ADDIE?

Convergence Training

Use the information you discovered while learning about the task performance and organizational goals to begin creating evaluation strategies for your training and KPIs/metrics to assist with that evaluation. The PhillipsROI” Model.

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CLO Symposium

Jay Cross

It replaces the inward-looking mumbo-jumbo of Kirkpatrick and the Phillips with business measures. “Nobody cares about internal metrics.” What was Columbus’s ROI?” Along with my Internet Time Alliance colleagues Jane Hart & Clark Quinn and several hundred chief learning officers, I attended the Fall CLO Symposium this week. Our theme was “Game-Changing Learning: Development for the New Normal.”

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Free L&D webinars for May 2018

Limestone Learning

Tuesday, May 1, 2018, 11AM – 12PM PT: The ROI Dilemma: Measuring Results of Your Learning Programs (Free for ATD members) Significant resources are being allocated to training and development across most organizations, but many companies still find themselves unsure of results. L&D can’t prove ROI using the same methods other parts of the business do. Much of the effort around expensive ILT is focused on reducing costs as a means of improving ROI.