Evaluation Week Brochure

Our full brochure is here! Please click the link below to find out everything you need to know about Evaluation Week 2012.

Click Here to See the Full Brochure!

 

 

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What does ROI Certification Mean to you?

A commonly asked question focuses on the value of the ROI Certification process– what does it mean for both the participant and the participant’s employer?  From the participant’s perspective, certification is the validation of specific skills and knowledge.  The principle advantage of certification is the self-satisfaction and confidence in having prescribed skills necessary to implement the ROI Methodology.  In addition, certification is often important in securing, maintaining, and progressing in measurement and evaluation opportunities.  Certification is often a prerequisite for involvement in benchmark studies, panel discussions, invitations to speak at conferences, writing articles, and publishing case studies.  A variety of magazines, journals, and trade publications want certified ROI professionals to develop articles or serve as a reviewer of a book, article, or case study.  Some participants have reported promotions, salary increases, and job assignments as a result of the ROI Certification and their ROI studies.

Here’s what some of our Certified ROI Professionals have to say:

“The ROI Methodology has given me the ability to have really meaningful dialogs with my clients.  I am not only better at my job, but I manage a lot of my project/engagement/business criteria based on their model which gives me more credibility.  I feel very blessed to have gotten this certification.”

Jenifer Namestka, CRP

Independent Performance Consultant

 

“I believe that certification means being recognized as a leader in the industry.  ROI certification means that I can be trusted to employ a proven process that produces valid and reliable business results.  Being certified in the ROI Process is a major milestone in my career and places me in the company of people I deeply respect.  Not only do I understand the ROI Process, but I’m capable of producing observable and measurable results valued by my business partners.  As a Professional certified in the ROI Methodology, I now have the confidence and skills to feel as comfortable at the executive table as I do in the classroom.  There are a great many processes available, but The ROI Process developed by Jack Phillips is the key to making professionals invaluable in today’s business environment.”

Scott Dade, CRP
Vice President, Performance Improvement

Bank of America

 

From the employer’s perspective, certification provides assurance that the participant is capable of implementing the ROI Methodology and conducting ROI impact studies.  This certification is the only process available to provide the employer with the evidence and assurance about capability in measurement and evaluation, including return on investment.  This certification is becoming an important credential for selecting, placing, compensating, and promoting employees in relevant job assignments.  The individuals who possess this unique capability are often in demand, and command higher salaries in the marketplace.  Certain jobs have this certification as one of the prerequisites.

Our 5-Day ROI Certification workshop, offered during Evaluation Week, is the first step in becoming a Certified ROI Professional, and implementing this process in your work. Register today!

 

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Optimizing the ROI of Human Capital Analytics–March 13-14, 2012

Led by Boyce Byerly, Ph.D., Co-Founder of Capital Analytics, this workshop will introduce participants to an analytic methodology that allows them to optimize the ROI of human capital investments. Participants will be introduced to basic statistical techniques and will leave the workshop with an action plan to take back to their organizations. The format includes lecture and an extensive amount of interactive and group activities. Participants are expected to have some knowledge of the resources and needs of their organization and will need to bring a laptop with a spreadsheet tool (e.g. Excel). The level of computer skills and mathematical knowledge is what would be expected of someone with a business degree, or the equivalent in experience.

What You Will Learn

After attending this workshop, participants will be able to:

  • Speak the basic language of measurement and evaluation.
  • Assign a concrete value to reducing uncertainty and improving decision making
  • Select from a palette of basic and advanced analysis techniques.
  • Analyze data on a basic level, using practical tools at their disposal.
  • Communicate findings in a confident and credible fashion
  • Manage the stakeholder process for measurement projects by selecting and motivating the appropriate stakeholders, working with them to elicit expertise and gain consensus, and emerging with a clear plan.
  • Plan projects specific to their own organization and return home with a roadmap for a project they can be enthusiastic about.

What’s Included

The cost of this two day workshop is $995 and includes a 75 page workbook.

Facilitator

Boyce Byerly, Ph.D. has more than 15 years of experience designing and managing pure and applied research projects with high technology firms in the Research Triangle Area of North Carolina. He joined the predecessor company of Capital Analytics, New Course Education, in 2001.  It was at this time that he began the groundwork to develop the methodology and the analytical tools that are the core intellectual assets of the firm. Boyce has published numerous works on knowledge representation, spatial cognition, expert systems and computer-support cooperative work in the United States, Europe and Africa. Boyce earned his Ph.D. from Duke University for interdisciplinary work in Computer Science and Cognitive Psychology, using advanced statistical techniques to investigate how the representation of information affects memory and problem solving.

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Teaching ROI: March 14-15, 2012

Teaching ROI is different from teaching many other topics. The topic of ROI often stirs up emotions and anxiety for both the facilitator and participants. Individuals bring to ROI sessions a variety of expectations and perspectives. Sometimes motives and hidden agendas drive their attendance. Successfully navigating through a workshop with diverse points of view can challenge even the most experienced facilitator. The two-day workshop emphasizes how to teach the ROI Methodology. Participants will experience teaching the ROI Methodology. This includes identifying the audience, developing content, selecting case studies, developing workshops, preparing to facilitate, and practicing the evaluation. Participants will gain confidence to teach ROI. Each Participant will practice teaching ROI and receive feedback from the class.

 


What You Will Learn

 

After completing this workshop, participants will be able to:

 

 

  • Describe the various workshops that support the ROI Methodology
  • Teach ROI to a diverse group
  • Identify the five toughest topics to teach in an ROI workshop
  • Demonstrate successful use of teaching one of the touch topics
  • Customize objectives for a specific workshop
  • Balance the discussion versus activities in a workshop
  • Identify particular case studies for workshops and use them appropriately
  • Build confidence to conduct workshops quickly

 

What’s Included

 

This two day workshop is a valuable addition to your ROI knowledge base at $895 and includes a 75 page workbook, typical workbooks for ROI teaching,  and a copy of 10 Steps to Successful Facilitation (ASTD, 2008)

 

 Facilitators

Dr. Jack J. Phillips, a world-renowned expert on accountability, measurement and evaluation, is co-founder of the ROI Institute. Phillips provides consulting services for Fortune 500 companies and major global organizations and conducts workshops and presents at conferences throughout the world. ASTD gave him its highest award, Distinguished Contribution to Workplace Learning and Development for his work on ROI.

 

Dr. Patti P. Phillips is President and CEO and co-founder of the ROI Institute, Inc., the leading source of ROI competency building, implementation support, networking, and research. A renowned expert in measurement and evaluation, she helps organizations implement the ROI Methodology in 35 countries around the world, including Kenya, South Africa, Australia, Chile, Brazil, Romania, Ireland, Canada, and Mexico.

Dr. Holly Burkett, SPHR, CPT is an Adjunct Professor for the Human Resource Development (HRD) program at Drexel University. She is also Principal of Evaluation Works in Davis, California and is certified as both an ROI professional and a performance technologist. Dr. Burkett has over 20 years of progressive achievement in multiple facets of human resource management, human resource development, human performance technology, performance improvement, workplace learning, and organization development.

 

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Measuring ROI In Soft Skills with Rebecca Ray, Ph.D. March 16, 2012

One of the areas where there is always some concern about value is a use of soft-skill programs such as leadership development, coaching, team building, and communications.  While most executives support these efforts, they want to see more evidence of their success.  They often want to “see the money.”  Led by Jack Phillips, Ph.D., and Rebecca Ray, Ph.D., this one day workshop will show how to measure the success of a variety of soft-skill programs including leadership development and coaching.  Success is measured with a variety of data including actual ROI calculations.  More importantly, this workshop will show how this type of data is used to leverage support, increase funding, and enhance commitment for additional development on the people side of the business.

 

What You Will Learn

 

After attending the workshop, participants will be able to:

  • Develop application and impact objectives
  • Collect various types of hard and soft data
  • Isolate the effects of the program
  • Convert data to monetary values
  • Tabulate appropriate program costs
  • Calculate the ROI.

 

 

What’s Included

 

Priced at $395 this ROI Methodology one-day workshop provides a practical measurement experience. Participants will receive a 75 page workbook, and advance copy of                     Measuring Leadership Development: Quantify your Program’s Impact and ROI on    Organizational Performance, Jack J. Phillips, Ph.D., Patricia Pulliam Phillips, Ph.D., Rebecca Ray, Ph.D. (McGraw-Hill, 2012), and several case studies in Soft Skills.                                                

Facilitators

Dr. Rebecca Ray is a seasoned professional with more than twenty years of academic, corporate and consulting experience and a track record of success and recognition for excellence and innovation in talent management. She was named “Chief Learning Officer of the Year” by Chief Learning Officer magazine as well as named to the first-ever list of “Top 100 People in Leadership Development” by Warren Bennis’ Leadership Excellence magazine. Rebecca was honored as the 27th Annual Peter L. Agnew Memorial Lecturer at New York University’s Steinhardt School of Education in 2003. Dr. Ray has authored several publications on the subject of accountability and ROI and is senior vice president, human capital at The Conference Board and the leader of the Human Capital Practice.

 

Dr. Jack J. Phillips, a world-renowned expert on accountability, measurement, and evaluation, provides consulting services for Fortune 500 companies and major global organizations. As the author and editor of more than fifty books, he conducts workshops and presents conferences throughout the world.

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ROI Skill Building with ASTD

Join us March 15 and 16 for this unique ROI skill building opportunity with ASTD!

In this two-day certificate program, participants will build the skills needed to develop and deliver effective ROI evaluations for learning and performance, organizational development, human resources, technology, change, and quality solutions. The program emphasizes the ROI Methodology and participants learn to apply the ROI Process Model–a results-based method for developing application impact objectives, developing data collection plans, collecting various types of hard and soft data, isolating the effects of the program, converting data to monetary values, tabulating appropriate program costs, calculating return-on-investment, and identifying intangible benefits. Participants are asked to bring a real-time project to maximize transfer of learning by enabling them to build their skills with an example relevant to their professional responsibilities.

What You Will Learn

After attending this workshop, participants will be able to:

  • Update internal processes on evaluation
  • Develop application and impact objectives
  • Develop data collection plans and select appropriate data collection methods
  • Use appropriate methods to isolate the effects of programs
  • Use appropriate methods to convert data to monetary values
  • Tabulate appropriate program costs
  • Calculate the ROI
  • Identify intangible benefits


 

What’s Included?

 

At $1095 for ASTD members, and $1395 for non-members, this workshop is a fantastic value and includes the following workshop materials:

 

  • The Value of Learning, Jack J. Phillips Ph.D. and Patricia Pulliam Phillips Ph.D.

(Pfeiffer, 2007)

  • Proving the Value of HR: ROI Case Studies Second Edition, Patricia Pulliam Phillips Ph.D.

and Jack J. Phillips, Ph.D. (ROI Institute, 2010).

  • Detailed participant workbook, complete with exercises and exhibits.
  • The ROI Methodology  model, a job aid.

Facilitator

John J. Kmiec, Jr., Ph.D., serves as Research Associate at the Jack and Patti Phillips Workplace Learning and Performance Institute at The University of Southern Mississippi Gulf Park Campus in Long Beach, MS. He is a 27 year veteran of the United States Air Force, having retired in the highest enlisted grade of Chief Master Sergeant in 2005. John is also a Certified ROI Professional with the ROI Institute. He has coauthored articles for the International Society of Performance Improvement’s Performance Improvement Journal, and he recently coauthored a book chapter for The American Society for Training and Development’s “Measuring ROI in Learning and Development: Case Studies from Global Organizations.”

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Predictive Analytics, March 15 & 16, 2012.

Join  father of human capital strategic analysis and measurement for Predictive Analytics, offered during Evaluation Week 2012.

Currently, human capital investments aren’t utilized optimally because each HR unit operates primarily within its own silo, resulting in nonintegrated and mistimed outcomes. Further, pressure to perform concentrates HR on daily operations with little attention to future consequences, leaving many companies continually behind the curve in human capital management (HCM). Compounding the problem, unlike production, finance and marketing, HR does not have an integrated model from which to design strategies, carry out operating initiatives and drive competitive advantage. It’s high time to transform HR into a strategic function. In this workshop, Dr. Jac Fitz-enz will outline a strategic model and operating system for human capital management.

 

The lack of a strategic, unifying model limits HR’s internal efficiency and inhibits its ability to positively affect the people and organizations it services. HR has a body of knowledge, a code of ethics and numerous theories of human and organizational behavior. Yet, a strategic model, operating system and generally accepted principles of evaluation have not been available.

What You Will Learn

After attending this workshop, participants will be able to:

  • Identify the two fundamentals of predictive analytics
  • Describe how scanning, planning, analyzing and predicting work together
  • Connect human capital investments to financial outcomes
  • Integrate strategic, operational and leading indicators

 

What’s Included

This workshop is priced at $995 and includes a 75 page workbook and a copy of Dr. Jac

Fitz-enz’s book, The New HR Analytics: Predicting the Economic Value of Your Company’s Human Capital Investments (Amacom, 2010).

.

Facilitator

Dr. Jac Fitz-enz is known worldwide as the father of human capital strategic analysis and measurement.  He founded the famous Saratoga Institute and published the first national HR metrics in 1985. HR World cited him as one of the top five “HR Management Gurus” and SHRM chose him as a person who “significantly changed what HR does and how it does it”.  Dr Fitz-enz has authored 12 books (2 Book Year Awards), over 300 articles and trained 95,000 managers in 46 countries on strategic management and measurement.

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