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The ROI Institute, founded in 1992, is a service-driven organization which strives to assist professionals in improving their programs and processes through the use of the ROI Methodology. Developed by Jack Phillips, this methodology is a critical tool for measuring and evaluating programs in 18 different applications in more than 40 countries.
The Institute offers a variety of consulting services, learning opportunities, and publications. In addition, it conducts internal research activities for the organization, other enterprises, public sector entities, industries, and interest groups. Together with their team, Jack and Patti Phillips serve private and public sector organizations globally.
The ROI Methodology is a critical tool for measuring and evaluating programs.ROI Institute, Inc. is the leading resource on research, training, and networking for practitioners of the Phillips ROI Methodology™.
With a combined 50 years experience in measuring and evaluating training, human resources, technology, and quality programs and initiatives, founders and owners Jack J. Phillips, Ph.D., and Patti P. Phillips, Ph.D., are the leading experts in return on investment (ROI).
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Dr. Jack Phillips
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Dr. Jack J. Phillips is a world-renowned expert on measurement and evaluation, Dr. Phillips provides consulting services for Fortune 500 companies and workshops for major conference providers throughout the world. Phillips is author or editor of more than 150 articles and 40 books, of which 12 are about measurement and evaluation.
His expertise in measurement and evaluation is based on more than 27 years of corporate experience in five industries (aerospace, textiles, metals, construction materials, and banking). Phillips has served as training and development manager at two Fortune 500 firms, senior HR officer at two firms, president of a regional federal savings bank, and management professor at a major state university.
His background in training and HR led Phillips to develop the ROI Methodology—a revolutionary process that provides bottom-line figures and accountability for all types of training, performance improvement, human resources, and technology programs. Phillips has received numerous awards for his books and work. Phillips regularly consults with clients in manufacturing, service, and government organizations in 37 countries in North America, South America, Europe, Africa, and Asia.
Books most recently authored by Phillips include
- Return on Investment in Training and Performance Improvement 2nd edition, Butterworth-Heinemann, Boston, MA, 2003
- Managing Retention, Butterworth-Heinemann 2003; The Project Management Scorecard, Butterworth-Heinemann 2002
- How to Manage Training Results, McGraw-Hill, 2002; The Human Resources Scorecard: Measuring the Return on Investment, Butterworth-Heinemann, 2001
- The Consultant’s Scorecard, McGraw-Hill, NY, 2000; HRD Trends Worldwide: Shared Solutions to Compete in a Global Economy, Butterworth-Heinemann, 1999
- Handbook of Training Evaluation and Measurement Methods, 3rd edition, Butterworth-Heinemann, Boston, MA, 1997
- Accountability in Human Resource Management, Butterworth-Heinemann, Boston, MA, 1996.
Phillips served as series editor for the In Action casebook series, which became the most ambitious publishing project of the American Society for Training & Development and includes 30 titles. He currently serves as series editor for Butterworth-Heinemann’s Improving Human Performance series, as well as editor for the Measurement in Action series published by the Center for Effective Performance.
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Dr. Patti Phillips
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Dr. Patti P. Phillips is president of the ROI Institute, Inc., the leading source of ROI competency building, implementation support, networking, and research. She is also chair and CEO of The Chelsea Group, Inc., an international consulting organization supporting organizations and their efforts to build accountability into their training, human resources, and performance improvement programs with a primary focus on building accountability in public sector organizations. She helps organizations implement the ROI methodology in countries around the world—including South Africa, Singapore, Japan, New Zealand, Australia, Italy, Turkey, France, Germany, Canada, and the United States.
After a thirteen-year career in the electrical utility industry, Dr. Phillips took advantage of the opportunity to pursue a career in a growing consulting business where she was introduced to training, human resources, and performance improvement from a new perspective—a perspective that directly reflected her values of accountability, ROI evaluation. Since 1997, she has embraced the ROI methodology by committing herself to ongoing research and practice. To this end Dr. Phillips has implemented ROI in private sector and public sector organizations. She has conducted ROI impact studies on programs such as leadership development, sales, new-hire orientation, human performance improvement, K-12 educator development, educators’ National Board Certification mentoring, and faculty fellowship. Dr. Phillips is currently expanding her interest in public sector accountability through application of the ROI methodology in community- and faith-based initiatives, including Citizen Corps, AmeriCorps, and the Compassion Capital Fund.
Dr. Phillips teaches others to implement the ROI methodology through the ROI certification process, as a facilitator for ASTD’s ROI and Measuring and Evaluating Learning Workshops, and as adjunct professor for graduate-level evaluation courses. She speaks on the topic of ROI at conferences such as ASTD’s International Conference and Exposition and ISPI’s International Conference.
Dr. Phillips’ academic accomplishments include a Ph.D. in International Development and a master’s degree in Public and Private Management. She is certified in ROI evaluation and has earned the designation of Certified Performance Technologist.
She has authored a number of publications on the subject of accountability and ROI, including
- Show Me the Money (Berrett-Koehler, 2007)
- The Value of Learning (Pfeiffer, 2007)
- Return on Investment Basics (ASTD, 2005)
- Proving the Value of HR: How and Why to Measure ROI (SHRM, 2005)
- Make Training Evaluation Work (ASTD, 2004)
- The Bottom Line on ROI (Center for Effective Performance, 2002), which won the 2003 ISPI Award of Excellence
- ROI at Work (ASTD, 2005)
- ASTD In Action casebooks Measuring Return on Investment Vol. III (2001)
- Measuring ROI in the Public Sector (2002)
- Retaining Your Best Employees (2002)
ASTD Infoline series, including
- Planning and Using Evaluation Data (2003)
- Mastering ROI (1998)
- Managing Evaluation Shortcuts (2001)
- The Human Resources Scorecard: Measuring Return on Investment (Butterworth-Heinemann, 2001).
Dr. Phillips’s work is published in a variety of journals.
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