Initially created for use in business, the ROI Methodology® has migrated to the non-business sector in the last two decades. Developed in the 1970s, it is now one of the most-used evaluation systems globally. This process delivers five levels of outcomes and always addresses the attribution issue. The methodology, implemented across 70 countries, is user-friendly, supported by senior executives and chief financial officers, and supported by professional evaluators and professors. In addition, more than 75 books—translated into 38 languages—and hundreds of published case studies support its use and implementation.
This session will describe how the ROI Methodology works to demonstrate the value it brings to all types of evaluation situations.
After attending this session, participants should be able to:
1. Explain the need for an improved logic model.
2. Identify the key characteristics of the ROI Methodology.
3. List the advantages of using the ROI Methodology.
4. Describe different applications of the ROI Methodology.
Each participant in this session will receive an ROI Methodology Application Guide, an ROI Methodology process model, and a chapter from the book, Value For Money: How to Show the Value for Money For All Types of Project and Programs In: Governments, Nongovernmental Organizations, Nonprofits, and Businesses (Wiley-Scrivener, 2019).
Dr. Jack J. Phillips, chairman of ROI Institute, Inc., is a world-renowned expert on accountability, measurement, and evaluation. Phillips provides consulting services for Fortune 500 companies and major global organizations. The author or editor of more than 100 books, he conducts workshops and presents at conferences globally.
Phillips has received several awards for his books and work. The American Society for Training and Development gave him its highest award, Distinguished Contribution to Workplace Learning and Development for his work on ROI. The International Society for Performance Improvement presented Jack with its highest award, the Thomas F. Gilbert Award, for his contribution to human performance technology. On three occasions, Meeting News named him one of the 25 Most Powerful People in the Meetings and Events Industry, based on his work on ROI. The Society for Human Resource Management presented him an award for one of his books and honored a Phillips ROI study with its highest award for creativity. In 2019, Jack, along with his wife, Patti P. Phillips, received the Distinguished Contributor Award by the Center for Talent Reporting for their contribution to the measurement and management of human capital. His work has been featured in The Wall Street Journal, BusinessWeek, and Fortune magazine. He has been interviewed by several television programs, including CNN. Phillips served as President of the International Society for Performance Improvement in 2012-2013.