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Your Essential Guide to Calculating Return on Investment

Build and refine your measurement and evaluation skills through ROI Basics, perfect for beginners challenged to implement a comprehensive evaluation process as well as those taking a proactive approach to accountability.

Its five-level evaluation framework is comprised of:

  • Level 1: Reaction and Planned Action
  • Level 2: Learning
  • Level 3: Application and Implementation
  • Level 4: Impact
  • Level 5: Return on Investment.

ROI Basics provides a baseline exploration of ROI for the talent development function and the steps to successful evaluation: evaluation planning, data collection, data analysis, and results optimization.

In this second edition, experts Patti and Jack Phillips go deeper into aligning programs to the business, detecting payoff needs, and identifying specific business measures that need to improve. They explore how the process applies beyond training to talent development and suggest how new technologies can influence ROI adoption and implementation in your organization. This updated book offers a review of two essential—and often overlooked—steps in the ROI process: isolating program impact and sustaining momentum.

Book Details
ISBN: 9781950496372
Pages: 220
Publication Date:
Formats: Paperback, PDF
Product Code: 111918
About the Authors
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Praise for This Book
Head of L&D, Andeavor Logistics
If you’re looking to earn a seat at the table and transform your organization’s culture of learning, you need this book. Patti and Jack thoroughly articulate the basic steps to ensuring your programs are aligned to drive business impact, and give you a blueprint for developing a comprehensive evaluation strategy for ROI. This is essential reading for every learning and development professional.
Fact Finder for Learning & Development, L&D Measurement Services
Measuring impact and return on investment for training can be challenging. I really like how the second edition of ROI Basics makes measuring results for training less difficult, achievable, and most important, actionable.
Director, Global Enablement, Ellucian
ROI Basics is a great resource for ROI beginners or experts wanting to align their project’s value and organization’s strategy. The easy-to-read book blends research foundations with practical implementation tips to be any practitioner’s valuable desktop companion!