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ROI Fact Sheet


The ROI Fact Sheet


-  The ROI MethodologyTM was developed by Dr. Jack J. Phillips in the 1970s, refined through application and use in the 1980s, and implemented globally during the 1990s.

-  First impact study - 1973, Measuring the ROI in a Cooperative Education Program, for Lockheed-Martin

-  First public presentation on the methodology - 1978, ASTD Annual Conference

-  First book published to include methodology - 1983, Handbook of Training Evaluation and Measurement Methods, Gulf Publishing (this was the first USA book on training evaluation)

-  First one-day public workshop -1991, Birmingham, Alabama

-  First two-day public workshop -1992, Johannesburg, South Africa

-  First case study book published - 1994, Measuring Return on Investment, ASTD

-  First international partnership established - 1994, Indonesia

-  First public certification workshop - 1995, Nashville, Tennessee

-  ROI Network organized - 1996

-  First ROI Network Conference -1997, New Orleans, Louisiana

-  First international ROI Network conference - 2002, Toronto, Canada

-  First ROI in Government Conference - 2003, Gulfport, Mississippi, Co-sponsored by the University of Southern Mississippi

-  First ROI software release - 2003, KnowledgeAdvisors

-  On-line ROI certification launched - 2006, University Alliance

-  ROI Certification offered as part of Masters and Ph.D. degree - Capella University, 2006.


-  Over 3,000 organizations are using the ROI methodology, through planned implementation.

-  2,000 organizations have formally implemented the methodology through ROI  CertificationTM conducted by the ROI Institute.

-  Approximately 5,000 impact studies are conducted annually in learning and development and human resources.

-  At least 200 public sector governmental units are using the methodology.

-  ROI implementation was first pursued in manufacturing, then moved to service, healthcare, non-profits, governments, and is now in educational systems.


Typical applications include:

-  Apprenticeship

-  Career Management

-  Competency Systems

-  Diversity

-  E-Learning

-  Coaching

-  Information   Assurance

-  Gainsharing

-  Meetings and Events

-  Management Development

-  Leadership Development

-  Organization Development

-  Orientation

-  Recruiting

-  Safety & Health Programs

-  Self-Directed Teams

-  Skill-Based/Knowledge-Based Compensation

-  Technology Implementation

-  Total Quality Management

- Wellness/Fitness Initiatives

Articles and Publicity

- Over 60 articles have been published on the ROI methodology in major publications in 20 countries.

- The ROI methodology has been a cover story on at least 15 publications, magazines, and journals.

- At least 50 interviews in major global business and professional publications

- Over 25 radio and TV interviews in different countries

Phillips regularly consults with clients in manufacturing, service, and government organizations in 44 countries in North and South America, Europe, Africa, Australia, and Asia.

Books most recently authored by Phillips include Investing in Your Company's Human Capital: Strategies to Avoid Spending Too Much or Too Little, Amacom 2005; Proving the Value of HR: How and Why to Measure ROI, SHRM 2005; The Leadership Scorecard, Elsevier Butterworth-Heinemann 2004; The Human Resources Scorecard: Measuring the Return on Investment, Elsevier Butterworth-Heinemann 2001; Building a Successful Consulting Practice, ASTD 2002; The Consultant's Scorecard, McGraw-Hill 2000; Managing Employee Retention, Elsevier Butterworth-Heinemann, 2003; Return on Investment in Training and Performance Improvement Projects, 2nd Edition Elsevier Butterworth-Heinemann 2003; The Project Management Scorecard, Elsevier Butterworth-Heinemann 2002; How to Measure Training Results, McGraw-Hill 2002; and Performance Analysis and Consulting, ASTD 2000.  Phillips served as series editor for ASTD's In Action casebook series, one of  ASTD's more ambitious publishing projects with 30 titles.  Now, he serves as series editor for Elsevier Butterworth-Heinemann's Improving Human Performance series and Pfeiffer's new series on Measurement and Evaluation.

Phillips has received several awards for his books and his work. The Society for Human Resource Management gave him its highest creative award for an ROI study and an award for one of his books. The American Society for Training and Development gave him its highest award, Distinguished Contribution to Workplace Learning and Development. Meeting News named Phillips one of the 25 most influential people in the Meetings and Events industry, based on his work on ROI for the industry.

Phillips has undergraduate degrees in electrical engineering, physics, and mathematics; a master's degree in decision sciences from Georgia State University; and a Ph.D. in human resource management from the University of Alabama.

Jack Phillips has served on several boards of private businesses - including two NASDAQ companies - and several non-profits and associations, including the American Society for Training and Development. He is Chairman, ROI Institute, Inc. and can be reached at (205) 678-8101, or by e-mail at

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