ROI MASTERCLASS for HR Projects

From Need Analysis to Impactful Outcomes

BUCHAREST, 9-10 November

The Game Changer Event that will Boost your Organizational Productivity

Today, more than ever, professionals involved in human resources must ensure that projects and programs are fully aligned to the business. As new programs are designed and developed, steps must be taken to ensure that those programs are connected to the business, with the business measures clearly articulated in business objectives.

This standard two-day workshop introduces the concept of ROI, the fastest-growing metric for evaluating human resources initiatives. During the session, participants are exposed to the ROI Methodology®, which includes developing objectives, collecting data, isolating the effects of a program, converting data to monetary values, tabulating appropriate program costs, and calculating the ROI. Participants quickly see the advantage of this process as six types of data are collected and analyzed.

Optimize human capital ROI and drive tangible outcomes

In today’s environment of tight budgets and increased accountability, it is more important than ever for organizations to understand whether their training and development programs are fully aligned to the business.

As new programs are designed and developed, steps must be taken to ensure that those programs are connected to the business, with the business measures clearly articulated in business objectives.

With current economic uncertainties and funding sources diminishing, evaluating how to maximize program impacts is not an option, it’s a necessity!

Even effective programs can provide more value through careful monitorization and improvements.

This workshop takes the mystery out of the use of ROI, a proven methodology that helps you to systematically evaluate your training initiatives and clearly demonstrate their value.

The 12 steps process model

Our OBJECTIVES for this masterclass

By learning the five critical components of the ROI Methodology, you will be equipped to:

Align programs with organizational goals and strategy
Identify the drivers for ROI accountability & identify the five levels of outcome evaluation.
Make the business case for ROI, explain to stakeholders how ROI works.
Define appropriate success metrics beyond participant satisfaction
Collect data, isolate the effects of a program, and convert data to money.
Optimize future programs based on lessons learned
Plan next steps.

How to show the value of what you do in today's business climate?

In recent years, the way organizations are held accountable has shifted, with a stronger focus on ensuring investments in people, programs and projects generate tangible value. While project sponsors have always been concerned with initiatives delivering benefits, the question today translates directly to financial impact and return.

“Show me the money” has become a common refrain from those asked to continually invest resources. This focus on monetary metrics is sometimes warranted, but often overlooks important qualitative factors. What’s needed is a balanced evaluation approach incorporating both financial and non-financial outcomes.

In this era of increased scrutiny, excluding financial components from evaluations is untenable. Monetary value assessments are frequently required for project approval, implementation course corrections, and post-project analyses. This need is compounded by the perception that many initiatives fall short of delivering expected returns.

A systematic, evidence-based process is necessary to uncover barriers and drivers of success, enabling continuous performance improvement. The challenge lies in developing appropriate value measures – including financial when needed – and communicating results stakeholders can apply before, during and after a project.

The ROI Methodology addresses this pressing requirement facing all organizations. By teaching a proven framework for comprehensively evaluating initiatives, this workshop will equip you to clearly demonstrate value in today’s business climate of accountability, proving investments are achieving real impact on business goals and justifying continued support.

About ROI Methodology®

The ROI Methodology is the only system that can effectively tackle this challenge of determining value and continuous improvement with credibility.

Attending this workshop will provide solutions to a key question facing all learning and development professionals: “How do I know my programs are worth the investment?”

You will walk away with practical skills to assess cost-effectiveness, justify budgets, and maximize the impact of your training initiatives.

Overall, applying the ROI Methodology ensures you are spending scarce resources only on initiatives that clearly move the organization forward.

ROI Certification

• At the certification training, you will fully acquire the in-depth knowledge and skills you need to demonstrate the value, impact and profitability of project investments in your organization.

• You will also learn how to establish a sustainable and sustainable process of monitoring and evaluating the effect according to the TM ROI Methodology .

• After completing the initial training, you will receive ongoing coaching support from the ROI Institute from the USA and Slovenia when conducting your own case study for a selected program from your organization.

• With a successfully completed and presented study, you will prove your competence in using the ROI TM Methodology and obtain the prestigious title of “Certified ROI Professional” or CRP. No related training in our country or in the world provides access to the same level of professional competence and useful resources as is the case for ROI Certification. Trainings are open to tender (public), but if there is a large number of interested parties, they can also be tailored for your organization (internal).

Who will you learn from?

Jack J. Phillips, Ph.D

Chairman, ROI INSTITUTE

Jack J. Phillips, Ph.D., chairman of ROI Institute, is a world-renowned expert on accountability, measurement, and evaluation. Jack provides consulting services for Fortune 500 companies and major global organizations, and regularly consults with clients in manufacturing, service, and government organizations in 70 countries. The author or editor of more than 100 books, he conducts workshops and presents at conferences throughout the world and has received several awards and honors for his work.

Jack has enjoyed almost 30 years of corporate experience in the aerospace, textile, metals, construction materials, and banking industries. He has served as training and development manager at two Fortune 500 firms, as senior human resource officer at two firms, and as president of a regional bank. Also, he served as management professor at a major state university.

Jack 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. He has served on the boards of several private businesses, nonprofits, and associations, including the American Society for Training and Development, the National Management Association, and the International Society for Performance Improvement, where he served as president (2012-2013).

Jack can be reached at jack@roiinstitute.net

What to expect during the two days

9 Nov - Day 1

9 am to 9:30 am Introduction and Expectations

9:30 am to 10:45 am Introduction and Readiness to Learn

ROI Process Review

10:45 am to 11 am Morning Break

11 am to 1 Evaluation Planning

1 to 2 pm Lunch

2 pm to 3:30 pm Data Collection

3:30 pm to 3:45 pm Afternoon Break

3:45 pm to 5 pm Data Collection continued

5 pm – 5:30 pm Wrap up, Q and A, Adjour

10 Nov - Day 2

9 am to 9:15 am Introduction and Expectations

9:15 am to 11 am Data Analysis

11 am to 11:15 am Morning Break

11:15 am to 1 Reporting

1 to 2 pm Lunch

2 pm to 3:30 pm Implementation

3:30 pm to 4:15 pm Afternoon Break

4:15 pm to 5 pm Forecasting ROI

5 pm – 5:30 pm Wrap up, Q and A, Adjourn

This program is for anyone who needs the skills to measure the business impact and ROI of any program or project. ROI Institute’s Live Virtual ROI Certification is ideal for professionals who benefit most out of group interactions and focused learning.

This program is for anyone who needs the skills to measure the business impact and ROI of any program or project.

ROI Masterclass is ideal for professionals who work as:

HR managers and directors
L&D Managers, HR Business Partners or Comp & Benefit Team Leads
Heads of departments and business units
Project managers
Advisors / consultants
Coaches
To everyone responsible for making decisions, introducing changes and coordinating with the company's goals

Participants will develop the capability to demonstrate and enhance the value of their programs. You will also become a member of a global network of professionals who have mastered the ROI Methodology.

Upon completion and acceptance of your ROI study, you will be awarded the Certified ROI Professional designation.

BENEFITS of participation:

During the workshop, you will:

Enhance decision-making by understanding and measuring the full spectrum of outcomes, from reactions to financial impact, to determine program effectiveness comprehensively.
Secure stakeholders buy-in and resources by demonstrating the clear financial benefits that the program or initiative can deliver to the organization.
Demonstrate the direct financial value of programs through precise data analysis, helping your organization make informed decisions.
Drive alignment and focus within the organization by creating objectives that address various organizational needs

Enhance understanding and support by educating stakeholders about the ROI methodology, making it easier for them to engage and participate in ROI-driven initiatives.
Establish a strong foundation for ROI initiatives, ensuring that they are aligned with industry best practices and principles that maximize the likelihood of success.
Provide a clear roadmap for ROI evaluation and implementation, enabling organizations to follow a structured process to achieve meaningful results.
Enable proactive decision-making by outlining a clear path forward.

What you’ll learn

The ROI Methodology® is a balanced approach to measurement that generates six types of data:

Your smart investment for impactful outcomes

When it comes to showing the value of your project or program:

Hope is not a strategy.

Luck is not a factor.

Doing nothing is not an option.

You must be proactive. Start the journey!

The ROI Methodology is a balanced approach to measurement that captures five levels of outcome data:

Level 1 – Reaction and Planned Action

Level 2 – Learning

Level 3 – Application and Implementation

Level 4 – Impact (Tangibles & Intangibles)

Level 5 – ROI

Invite your team to the ROI Masterclass – Certification Day 1.
Or join the full accreditation together with a colleague.

You are in good company!

More than 6,000 organizations have chosen ROI Institute to help them build their internal measurement and evaluation system.

About ROI Institute worldwide

ROI Institute is the leader in measuring the impact of programs, projects, and initiatives and it operates through a network of partners and associates allover the world with the help of over 100 ROI consultants. Our dedicated team consists of top-minds in the fields of Human Resources, Human Capital Analytics, Marketing & Events, Coaching, Healthcare, etc.

Since 1992, ROI Institute helps organizations worldwide evaluate the success of projects and programs, including measuring the financial return on investment (ROI) by implementing the ROI Methodology into organizations.

How? By providing workshops, consulting, coaching, briefings and presentations, publications, research, and benchmarking.

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