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An Overview: Phillips' Model for Learning Evaluation


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. In a nutshell, Phillips' model focuses on how to: collect data, isolate the impact of training versus the impact of other factors, and. Tip: Find out even more about Phillips' Model for Learning Evaluation in Jack Phillips' book.). Don’t assume reduced costs = ROI.

Getting to the Bottom Line: Full ROI Study


Welcome back for our final installment of the Getting to the Bottom of ROI blog series. I’m honored to have this week’s blog post come directly from one of the experts, Patti Phillips from the ROI Institute. ROI in Soft Skills. Success with ROI.


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How to Calculate the ROI of Training Programs: The Formula


When it comes to ROI, there are challenges that learning leaders face , but it’s important to know there are practical solutions. We want to help you tackle the unknown of ROI, and overcome the issues to track this holy grail metric. The ROI Formula.

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Impact and ROI of Learning: Worth Pursuing or Not?

CLO Magazine

Instead, they call for showing the alignment of learning to business goals, focusing on easier-to-measure participant reaction, amount learned and application (levels 1, 2 and 3, respectively, of the Kirkpatrick Model/Phillips ROI Methodology) and finally focusing on employee engagement with learning (consumption of learning and completion rates). However, for certain types of learning there is still a need to measure impact and ROI (levels 4 and 5 of the ROI Methodology).

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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. But when it comes to learning initiatives, gathering the necessary data to calculate ROI is difficult to put it mildly.” First, ROI used in the business world, should not be confused with ROI used in the learning world.

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The Discussion Continues on Impact and ROI

CLO Magazine

We continue October’s discussion this week on ROI (level 5) and impact (level 4). Some argued ROI was unnecessary, too confusing or just too complicated. Here we will focus on why impact and ROI are so important. L&D exists for many reasons, but I suggest the most important reason is to help our organization accomplish its business goals, such as higher sales, increased productivity, reduced costs and greater customer or patient satisfaction.

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

Lambda Solutions

Evaluating Learning Analytics and Measuring ROI. Data Points to Prove the ROI of Learning Analytics. Evaluating Learning Analytics and Measuring ROI. It’s the most recognized method of evaluating a training program’s ROI. Adding ROI to Kirkpatrick.

20 Key Takeaways from ATD 2019


Thomas Stone from the Institute for Corporate Productivity shared research from ATD and i4cp and their study on the LMS and its future, here are 3 highlights: 1. Panel discussion with learning leaders from PPD, Explorance and Verizon and also Patti Phillips from the ROI Institute covering how to measure and demonstrate the value of L&D. Patti Phillips, PH.d, CPLP from the ROI Institute provided 8 steps to build a business case for investing in people.

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

Obsidian Learning

Determination of Return On Investment , or ROI. This is an ongoing process: test both during initial design and throughout the production process. Level 4 evaluation measures the final results (such as improved productivity) that were accomplished because of the training program. The Sales team will be asked to provide historical data on sales of equipment. ROI Results Evaluation. Increased equipment sales. Phillips, J.

Free learning & development webinars for August 2021

Limestone Learning

If you’re at a loss as to how to get everything you want out of summer and still be productive, you might find some inspiration in a free webinar or two. This session, hosted by Dr. Patti Phillips, CEO of ROI Institute, will describe how to measure the value, including ROI, of DEI programs.

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Free learning & development webinars for September 2021

Limestone Learning

PT: Winning Value Propositions for Persuasive Sales Presentations Even though they play a huge part in winning deals, most companies’ sales presentations let them down. Is it easy to edit videos on your own, without having to enlist a professional production team?

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Here’s the latest thinking on measurement, analytics and reporting

CLO Magazine

Previously, a company that sold stocks, bonds or derivatives had to discuss 12 items in its financial disclosure, like product or service, competitive environment, order backlog, etc. Application, Impact and ROI. In other words, don’t just stop with level 4 impact and level 5 ROI.


Dashe & Thomson

For example, a tech company that supports a government initiative requiring the purchase of mobile devices for use in schools stands to profit twice: once with the initial sale of the technology, and again when a better educated, more productive workforce has disposable income to spend on future technology. reliable electricity production, broad internet access, etc.). In my last post I briefly mentioned my skepticism about the demand for mobile learning in the workplace.

Kirkpatrick’s Four Levels of Evaluation


Level 4 Evaluation – Results: The fourth and final level tries to assess training with regards to business results, for example, determining if sales transactions improved after training of sales staff. Since Kirkpatrick stated his original model, other theorists like Jack Phillips, have referred to a fifth level, namely, Return On Investment (ROI). It was while writing his thesis in 1952 that Donald Kirkpatrick became interested in evaluating training programs.

Weighing the Options: Different Schools of Thought

CLO Magazine

Jack Phillips, chairman of ROI Institute Inc., Phillips, who started the ROI Institute in 1993 and has written a number of books on the subject, adds a fifth level, return on investment, to the taxonomy. Consider this sales training example. One way to determine the financial impact on a sales training program is to isolate a group of sales workers who participated in training and those who did not.

Free L&D webinars for December 2020

Limestone Learning

Professionals involved must be prepared to step up to the challenge of showing the value of major programs and initiatives, not only when impact and ROI are requested, but ideally before the request is made. The challenge is to decide which programs are evaluated at impact and ROI.

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Demonstrating Your Training Program’s Return on Investment

Learning Wire

Many executives assume that e‐learning will result in tangible business gains, such as productivity improvements, more consistent practices, cost reductions, and time savings. We address these issues, as we discuss return on investment (ROI), and the importance of establishing clear business needs and program objectives. Realizing that ROI Isn’t Difficult! Working out ROI for distance‐learning efforts needn’t be a mystery. Calculating ROI.

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Free L&D webinars for March 2021

Limestone Learning

PT: Powerful Presentation Openings for Successful Sales Meetings Struggling to make an impact with your presentations? This session highlights an ROI study that shows how virtual learning delivered business value in terms that executives, sponsors, and funders appreciated and understood.

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Level 4 Evaluation – Results: The fourth and final level tries to assess training with regards to business results, for example, determining if sales transactions improved after training of sales staff. Since Kirkpatrick stated his original model, other theorists like Jack Phillips, have referred to a fifth level, namely, Return On Investment (ROI). It was while writing his thesis in 1952 that Donald Kirkpatrick became interested in evaluating training programs.

Free L&D webinars for December 2019

Limestone Learning

So, are you sprinting to max out your productivity before 2020 hits? Wednesday, December 4, 2019, 9AM – 10AM PT: What Caused the ROI? In this session, Dr. Patti Phillips, CEO, ROI Institute, Inc., Here’s where ROI comes in.

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Talent Development Reporting Principles Part 2: The Three Statements

CLO Magazine

a 10% increase in sales), any other goals which will be supported by learning, and the expected impact or importance of learning on achieving those goals. In addition to sales, goals might include market share, cost, quality, innovation, productivity, customer satisfaction, employee engagement, retention, and many others. Levels 4 (impact) and 5 (net dollar benefits or ROI) are recommended for key programs.

Free learning & development webinars for September 2020

Limestone Learning

Tuesday, September 15, 2020, 11AM – 12PM PT: Where the Rubber Meets the Virtual Road: Preparing for Q4 Sales teams, have faced a long list of challenges this year due to the pandemic. “ Chestnut, tree, nature ” by Holger Schué is licensed by Pixabay.

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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.

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

Convergence Training

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. And okay, if we can just walk through each of the four models you talked about–Kirkpatrick, Phillips, Kaufman, and Brinckerhoff–and maybe you can explain to people, especially people who may not have heard of any of these, what they are and what are some pros and cons of each. Jack & Patti Phillips: [link].

Free L&D webinars for October 2018

Limestone Learning

In fact, a recent Technology Services Industry Association research report found that 68% of trained customers use the product more often than those who are not trained. Tuesday, October 2, 2018, 11AM – 12PM PT: What Works in Role-Specific Onboarding (Free for ATD members) Onboarding programs are designed to ease the transition from candidate to productive employee. We need a return to balance between the three components of productive thought: dream, decide, do—and then repeat.

Free L&D webinars for March 2018

Limestone Learning

Why the technology your LMS uses is important, including significant considerations regarding data ownership, security, LMS customization, product updates and support. Organizations report 65 per cent lower share price over time and 18 per cent lower productivity because of disengaged employees. You have the power to positively influence employee engagement and organizational productivity by being a mindful leader. Identify the drivers for impact and ROI.