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ROI Institute workshops can be conducted in-person or virtually; internally or through associations and learning providers such as ATD. Content, delivery method, and timeframe are all customizable to fit the needs of individual organizations. Some sessions are available asynchronously.
Measuring the ROI for HR and Learning & Development
Designed for professionals who are measuring the impact of learning and HR interventions, this workshop focuses on the skills of alignment and measurement that are necessary to effectively conduct ROI studies. This two-day workshop introduces the concept of ROI, the fastest growing metric for evaluating HR and learning and development. Participants are exposed to the ROI Methodology, which includes developing objectives, collecting data, isolating the effects of the program, converting data to monetary values, tabulating appropriate program costs, and calculating the ROI. Participants quickly see the advantage of using ROI as six types of data are collected and analyzed. This workshop takes the mystery out of the use of ROI.
The Value of Innovation
This two-day workshop demonstrates how to measure the success of innovation in all types of organizations using the ROI Methodology. The process collects six types of data: reaction, learning, application, impact, ROI, and intangibles. Data are collected, analyzed, and reported using a systematic model. Conservative standards create results that are both CEO and CFO friendly. This workshop adapts the method directly to the critical area of innovation, showing examples and case studies. This workshop is designed for individuals who are organizing and implementing innovation and creativity projects, funding these programs, supporting innovation projects, and who track, monitor, and support innovation and creativity in their organizations. Individuals who should attend are program or project managers, executives and administrators, project team members, researchers, professors, and consultants working in the innovation areas. This workshop is based on the book, The Value of Innovation: Knowing, Proving, and Showing the Value of Innovation and Creativity.
Connecting Human Resources to Business Results
Measuring the ROI for Green and Sustainability Projects
This two-day workshop is designed for managers who need to show the value of the various environmental projects, particularly “going green” initiatives. This workshop will show participants how to measure the return on investment in a major green project or program and describes how to develop a scorecard of success for all green efforts. It will describe a systematic process that captures six types of data for any green project that has proven success across a variety of functions within the private sector, public sector, and social sector organizations. This workshop uses the book, The Green Scorecard.
Forecasting ROI
Developing a Successful Consulting Practice
Measuring the ROI of Motivation and Recognition
Measuring the ROI of eLearning
Designed for professionals who design, develop, and administer eLearning programs, this two-day workshop is designed to show participants the business value of eLearning. This workshop will teach how to measure the success of eLearning, mobile learning, blending learning, and game-based learning by applying the ROI Methodology. This workshop will provide a comprehensive learning process to evaluate technology projects at five levels, including ROI. The methodology approach will provide the opportunity to acquire knowledge and skills in evaluation. This workshop uses the book, Measuring the Success of Learning Through Technology.
Measuring the ROI in Sales Training
Designed for professionals involved in sales training and sales enablement, this two-day workshop shows how to measure the success of these programs at the impact and ROI levels, with credible data to satisfy the top executives and chief financial officer. This workshop offers a clear and detailed explanation of the principles behind the return on investment in sales training. This workshop is based on the book, Measuring the Success of Sales Training.
Measuring the Success of Employee Engagement
Measuring the ROI in Health and Safety
Developing a High-Impact Human Capital Strategy
Designing for ROI
Measuring ROI in Healthcare
The ability to connect the dots and show bottom-line accountability while maintaining quality and efficiencies will be the key to survival in the healthcare industry. The ROI Methodology, developed and refined over two decades, has worked its way into the healthcare field with dramatic results. This two-day workshop will demonstrate the value of investing in technology, marketing, human resources, quality processes, new procedures, risk management, and even medical meetings and conferences in a healthcare setting while applying the ROI Methodology. Designed for professionals in hospitals, clinics, and other healthcare organizations, this workshop shows how to measure the impact and ROI in all types of programs for healthcare, including programs for new medical procedures, risk management, quality, technology, human resources, and marketing. This workshop uses the book, Measuring ROI in Healthcare.
Measuring ROI in the Public Sector/Nonprofits
Performance Consulting
The Chief Learning Officer/Chief Talent Officer
Designed for heads of learning and development or talent management (and those who have plans to be in that role), this workshop shows how to manage that role to efficiently and effectively drive value in the organization. This workshop will discuss the critical role of the chief talent officer with emphasis on important value-adding strategies that make up the role and its purpose. It shows how to manage the CTO’s role to drive value, focusing on issues such as business alignment, managing resources, innovation, culture, and performance management. This workshop uses the book, Chief Talent Officer.
Measuring the ROI in Technology
Designed for IT professionals, technology specialists, and software implementers, this workshop shows how to measure technology projects at five levels of outcome, including impact and ROI. This workshop offers a pragmatic approach to accounting for your technology investment through an interactive experience. During this workshop, focus will be put on the framework, process model, and standards and how they apply to technology-based learning. There will be an emphasis on the ROI Methodology approach and how to successfully apply it to various IT programs. This workshop uses the book, ROI of Technology Projects.
Measuring the ROI for Meetings and Events
Designed for meeting and event professionals, this two-day workshop is for those who need to measure the impact and ROI of meetings and events from the organizer, participant, and exhibitor perspectives. This workshop emphasizes the ROI Methodology and its approach that works all across meetings, ranging from corporate meetings to events to association conferences and exhibitions. It will teach the basic of ROI through case studies and other activities so participants can see how ROI can be used to create meetings objectives, collect data, isolate the effects of the meetings, convert data to monetary value, calculate ROI, and communicate the process and results to the meeting’s stakeholders. This workshop uses the book, Measuring the Return on Investment in Meetings and Events.
Measuring the ROI In Marketing
Designed for marketing, branding, and advertising professionals, this workshop shows how to measure the impact and ROI of all types of marketing campaigns, advertisements, promotions, and other similar activities. For years, the marketing industry has debated on how to measure the return on investment for various marketing initiatives. The ROI Methodology is implemented in this industry through professional associations and is the most clear-cut way to measure and evaluate. This session will explore the forces causing the focus on ROI, the trends in measuring and evaluating marketing, how this challenge is being met, and some of the issues and challenges along the way. This workshop uses the book, Measuring ROI in Marketing.
Project Management ROI
Designed for project managers, this two-day workshop shows how to measure the financial ROI for projects. Previously, projects were measured on the extent to which the schedule and budget was met. Today, many projects need to show the financial ROI of the project. This workshop takes what might otherwise be complex subject matter and makes it understandable. Learn about the basics of measuring return on investment in project management, the barriers that many companies face when trying to implement the process, and the benefits you can expect from documenting the impact of project management solutions. This workshop prepares participants to answer senior executive questions on measurement and facilitates the readiness to be proactive in implementing measurement strategies for project management solutions. This workshop uses the book, Project Management ROI.
Measuring ROI in Coaching
Designed for coaches and organizations that employ coaches, this two-day workshop offers a clear and detailed explanation of the principles behind the return on investment in coaching. This workshop shows how to measure the success of coaching all the way up to the impact and ROI levels. Participants experience the application of the ROI process model and will quickly see the advantage of the process as six types of data are collected and analyzed. This would transform a coaching process and make it much more accountable in the future. This workshop uses the book, Measuring the Success of Coaching.
Measuring ROI in Leadership Development
With a focus on leadership development, this two-day workshop is for those involved in developing and implementing leadership development and management development programs. This content-rich workshop focuses on developing application and impact objectives, collecting various types of hard and soft data, isolating the effects of the program, converting data to monetary values, tabulating appropriate program costs, and calculating ROI. This workshop uses the book, Measuring the Success of Leadership Development.
Measuring ROI in Soft Skills
Designed for learning and development and HR professionals who are concerned with measuring the impact and ROI in soft skills, this two-day workshop emphasizes applications for leadership development, management development, coaching, employee engagement, empowerment, organization development, communication, team building, and other soft skill areas. This content-rich workshop focuses on developing application and impact objectives, collecting various types of hard and soft data, isolating the effects of the program, converting data to monetary values, tabulating appropriate program costs, and calculating the ROI, applying the ROI Methodology. The ROI Methodology represents the most implemented evaluation system in the world. Participants quickly see the advantage of the process as six types of data are collected and analyzed.