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ROI Fact Sheet
- The ROI Methodology 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, Knowledge Advisors Distinguished contribution to workplace learning and performance awarded by ASTD to Jack Phillips for the work on ROI – 2005
- ROI Certification offered as part of Master’s and Ph.D. degree – Capella University, 2006
- ROI Methodology adopted by the United Nations for system implementation- 2008
- More than 6,000 organizations are using the ROI Methodology, through planned implementation
- Approximately 5,000 impact studies are conducted annually in learning and development and human resources
- At least 300 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:
- Human Resources/Human Capital
- Training/Learning/Development Leadership/Coaching/Mentoring
- Knowledge Management
- Organization
- Consulting/Development
- Change Management
- Policies/Procedures/Processes
- Technology/Systems/IT
- Green Projects/Sustainability Projects
- Talent Retention Solutions
- Project Management Solutions
- Quality/Six Sigma/Lean Engineering
- Meetings/Events
- Marketing/Advertising
- Communication/Public Relations
- Public Policy/Social Programs
- Risk Management/Ethics/Compliance
- Healthcare Initiatives
- Wellness and Fitness Programs
- Recognition/Incentives/Engagement
- More than 200 case studies published in books, journals, and industry publications
- Four-volume set published by ASTD in 1994, 1997, 2001, and 2005
- First public sector case book – 2002, published jointly by the International Personnel and Management Association and the American Society for Training and Development
- First International case book – 2005, Ireland published by Skillnets
- International case studies under development in 12 countries
- Five-day workshop plus two work products lead to certification for ROI implementation
- More than 14,000 professionals have attended certification, representing more than 6,000 organizations in at least 70 countries
- Certifications offered routinely about 25 times per year both internally and publicly
- Six options for ROI Certification are available
