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Patti P. Phillips, Ph.D. reposted thisPatti P. Phillips, Ph.D. reposted thisOne of the quietest barriers to #ROI is also one of the most powerful: fear. Fear of what the data might say. I've worked with many professionals who understand the value of the ROI Methodology. They know measurement matters. But when it comes time to apply it, hesitation sets in. Because ROI brings visibility. And visibility brings accountability. If the numbers are strong, that's easy. But if they're not? That can feel risky—especially in environments where results are closely scrutinized. So instead of leaning in, teams pull back. Here's a different way to look at it: ROI isn't a judgment—it's a tool. It gives you the information you need to refine, adjust, and make better decisions going forward. It turns uncertainty into direction. The goal isn't to avoid uncomfortable findings. The goal is to use them. Because the organizations that get the most from ROI aren't the ones without risk—they're the ones willing to see their results clearly and act on what they learn. #BusinessStrategy #Impact #PerformanceMeasurement #MeasurementAndEvaluation #PerformanceImprovement
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Patti P. Phillips, Ph.D. shared this𝗙𝘂𝗻 𝗳𝗮𝗰𝘁: 𝗗𝗮𝘁𝗮 𝗮𝗹𝗼𝗻𝗲 𝗱𝗼𝗲𝘀𝗻’𝘁 𝗶𝗻𝗳𝗹𝘂𝗲𝗻𝗰𝗲 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀—𝗰𝗹𝗮𝗿𝗶𝘁𝘆 𝗱𝗼𝗲𝘀. I've seen many professionals bring pages of data to the table, only to realize it doesn't move the conversation forward. The ROI Methodology helps you organize data into a story that makes sense: 𝗪𝗵𝗮𝘁 𝗰𝗵𝗮𝗻𝗴𝗲𝗱? 𝗪𝗵𝘆 𝗱𝗶𝗱 𝗶𝘁 𝗰𝗵𝗮𝗻𝗴𝗲? 𝗔𝗻𝗱 𝘄𝗵𝗮𝘁 𝗶𝘀 𝗶𝘁 𝘄𝗼𝗿𝘁𝗵? That's what decision-makers need. And that's what gives your work a stronger voice. #TalentDevelopment #LearningAndDevelopment #Training #Impact #ROI
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Patti P. Phillips, Ph.D. shared thisCongratulations, Holly Burkett, PhD, SPHR, CRP for being awarded ROI Institute, Inc Best Published Case Study! ROI Institute Malaysia ROI Institute India ROI Institute Canada ROI Institute Europe Business Consultancy and Training Services - BCTS IFTDO WorldwidePatti P. Phillips, Ph.D. shared thisHonored to receive the 2025 Award for Best Published Case Study from the ROI Institute, Inc This award recognizes my case study, "Measuring ROI with a Leadership Development Program" featured in the Guide to Human Resource Body of Knowledge (HRBoK) published by the HUMAN RESOURCE CERTIFICATION INSTITUTE, INC This study describes how the ROI Methodology was used to ✅ link improvements in leadership and coaching practices to measurable business outcomes ✅ demonstrate the value of talent development professionals as strategic business partners ✅ educate and support HR and L&D professionals seeking to elevate their impact and influence My sincere gratitude to the ROI Institute, Inc, and to Jack Phillips, PhD and Patti P. Phillips, Ph.D., for their leadership in advancing the field with evidence-based methods, standards, and best practices for showing how our work matters. Many thanks as well to Lauren Curran, PMP, HRCI's Gigi Lancaster & Stephanie Runyan, PHR and the colleagues, leaders, and participants who supported and contributed to this effort. For more information about the award-winning impact being created by ROI professionals around the world, check out the ROI Institute's Press Release at: https://lnkd.in/gJUbfBn4
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Patti P. Phillips, Ph.D. shared thisOrganizations are moving fast right now. New technology. New expectations. New investments in people, performance, and transformation. But speed creates another challenge: ensuring the work actually produces meaningful outcomes. Because eventually, every initiative faces the same question: 𝘞𝘩𝘢𝘵 𝘥𝘪𝘥 𝘸𝘦 𝘨𝘢𝘪𝘯 𝘧𝘳𝘰𝘮 𝘵𝘩𝘪𝘴 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵? That's the conversation Dr. Amany Fakhry and I will be having on 𝗝𝘂𝗻𝗲 𝟭𝟱 during our "𝗦𝗵𝗼𝘄 𝘁𝗵𝗲 𝗩𝗮𝗹𝘂𝗲 𝗼𝗳 𝗪𝗵𝗮𝘁 𝗬𝗼𝘂 𝗗𝗼" #webinar. The session will explore how to align initiatives with organizational priorities, define success more clearly, and approach ROI in a way that strengthens credibility instead of creating anxiety around measurement. A timely conversation for anyone responsible for showing impact in today's environment. Register now: https://lnkd.in/gwxwkWZC. #HumanResources #TalentDevelopment #LearningAndDevelopment #Impact #ROI
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Patti P. Phillips, Ph.D. reposted thisPatti P. Phillips, Ph.D. reposted thisGlimpses of #ISTD Convocation Ceremony 2026 held on 17th May 2026 at PHD Chamber of Commerce and Industry, New Delhi. The event brought together esteemed dignitaries, faculty, proud graduates and their families, marking a memorable celebration of achievement, dedication, and lifelong learning. The occasion was graced by our Chief Guest Dr. Sunil Abrol, the National President & Chairman of the Board Mr. Atul Shah along with key National Office Bearers Mr. Atul Sharma, Mr. Nabaghana Pany, Dr. Zakkariya K.A., Ms. Ankita Sharma & Mr. Mrinal Kanti Burma. Mr. Rahul Bose, Ms. Gunmala Suri, Dr. C Manohar and Dr. Yugal Rayal joined from our T,L&D Council. #Convocation #TrainingandDevelopment Suman Saha Sukreet Shome Gurvinder Singh
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Patti P. Phillips, Ph.D. shared this𝗙𝘂𝗻 𝗙𝗮𝗰𝘁: 𝗢𝗻𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗺𝗼𝘀𝘁 𝗽𝗼𝘄𝗲𝗿𝗳𝘂𝗹 𝘀𝘁𝗲𝗽𝘀 𝗶𝗻 𝘁𝗵𝗲 𝗥𝗢𝗜 𝗠𝗲𝘁𝗵𝗼𝗱𝗼𝗹𝗼𝗴𝘆 𝗶𝘀 𝗮𝗹𝘀𝗼 𝗼𝗻𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗺𝗼𝘀𝘁 𝗼𝘃𝗲𝗿𝗹𝗼𝗼𝗸𝗲𝗱: 𝗶𝘀𝗼𝗹𝗮𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝗲𝗳𝗳𝗲𝗰𝘁𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗽𝗿𝗼𝗴𝗿𝗮𝗺. Without isolation, you're measuring improvement. With isolation, you're measuring impact. That distinction changes everything—especially when stakeholders start asking, "How do we know this actually worked?" Within the ROI Methodology, isolation is what strengthens credibility and connects results directly back to the program. #ROI #ROIInstitute #Impact #Evaluation #MeasurementAndEvaluation
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Patti P. Phillips, Ph.D. shared thisCongratulations, Kevin M. Yates!Patti P. Phillips, Ph.D. shared thisWe are excited to announce the Meals in the Meantime Five-Year Anniversary Gala Fundraiser is sold out! We're sending a big, "THANK YOU!", to everyone who joined our village to fight food insecurity by purchasing a ticket or table. If you'd like to join our village with your tax-deductible gift 💰 please do so here https://loom.ly/UOWYe14 and thank you! #soldout #anniversary #gala #celebration #fundraiser
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Patti P. Phillips, Ph.D. reposted thisPatti P. Phillips, Ph.D. reposted thisEl domingo empezó la International Conference and Exposition (ICE) de Association for Talent Development (ATD) en Los Ángeles. Como MAS, participamos de esta Conferencia desde el año 1999. En mi caso, llevo más de 20 años viniendo y más de 15 años organizando la Delegación Chilena como voluntario. Este año hay unas 9 mil personas presencialmente y somos solo 6 chilenos acá, 4 de ellos de nuestra empresa. Por qué venimos cada año? Porque nos interesa entender cómo se mueve esta industria a nivel global y qué debemos hacer para estar “on the edge”. En estos días les compartiremos aprendizajes y de regreso les invitaremos a webinars y charlas para compartir lo aprendido. Seguimos en contacto! #ATD26 Wei Wang, Ph.D., CPTD Courtney Vital, CPTD Xingchen (Sai) Liu Dannett Ortiz Castro Diego Vallejos Zan Bárbara Hernández
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Patti P. Phillips, Ph.D. reposted thisPatti P. Phillips, Ph.D. reposted thisExcellent day at #ATD connecting with mentors, thought leaders, inspiring practitioners, & emerging L& D professionals. Grateful to participate in #ATD 2026 Best Awards as a Reviewer & to meet up again with the thought leaders who’ve modeled the way with authenticity & humility; shaped the field with innovative models, actions, and & tools; and fueled my passion for lifeling learning Kimo Kippen Pat McLagan Bev Kaye Elaine Biech Jack Phillips, PhD Ann Herrmann-Nehdi. #ATDBestAwardsReception
Experience & Education
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ROI Institute, Inc.
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Licenses & Certifications
Publications
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Performance Consulting: A Strategic Process to Improve, Measure, and Sustain Organizational Results, 3rd Ed.
Berrett-Koehler
NEW EDITION, REVISED AND UPDATED
In America, organizations spend $175 billion in training initiatives and more than $500 billion in human resource solutions every year yet often have little to show for it. One reason is that people “jump to solutions” before they identify the causes of the problem. Performance consultants are effective because they partner with clients to clarify business goals and determine root causes for gaps between desired and current results. Only then are specific…NEW EDITION, REVISED AND UPDATED
In America, organizations spend $175 billion in training initiatives and more than $500 billion in human resource solutions every year yet often have little to show for it. One reason is that people “jump to solutions” before they identify the causes of the problem. Performance consultants are effective because they partner with clients to clarify business goals and determine root causes for gaps between desired and current results. Only then are specific solutions agreed upon and implemented.
This third edition of the classic book that introduced performance consulting adds a wealth of new material. There are new case examples throughout and four new chapters providing detailed steps for measuring results from performance consulting initiatives on five different levels, including ROI. The book includes a never-before-published Alignment and Measurement Model, allowing you to connect organizational needs and performance consulting initiatives designed to address those needs with the appropriate level of measurement.
This remains a profoundly practical book, featuring tools, models, and checklists. It will enable you to make a difference in your organization that is valued, measurable, and sustainable.Other authors -
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Making Human Capital Analytics Work
McGraw-Hill
While corporate leaders may well know the value of human capital, they don’t always understand the extent to which the HR function contributes to the bottom line. So when times get tough and business budgets get cut, HR departments often take the first hit.
In this groundbreaking guide, the cofounders of ROI Institute, Jack Phillips and Patti Phillips, provide the tools and techniques you need to use analytics to show top decision makers the value of HR in your…While corporate leaders may well know the value of human capital, they don’t always understand the extent to which the HR function contributes to the bottom line. So when times get tough and business budgets get cut, HR departments often take the first hit.
In this groundbreaking guide, the cofounders of ROI Institute, Jack Phillips and Patti Phillips, provide the tools and techniques you need to use analytics to show top decision makers the value of HR in your organization.
Focusing on three types of analytics--descriptive, predictive, and prescriptive--Making Human Capital Analytics Work shows how you can apply analytics by:
Developing relationships between variables
Predicting the success of HR programs
Determining the cost of intangibles that are otherwise diffi cult to value
Showing the business value of particular HR programs
Calculating and forecasting the ROI of various HR projects and programs
Much more than a guide to using data collection and analysis, Making Human Capital Analytics Work is a template for spearheading large-scale change in your organization by dramatically influencing your department's overall image within the organization.Other authors -
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10 Steps to Successful Business Alignment
ASTD Press
See publicationThis book covers the full spectrum of issues related to alignment, including planning the alignment with clients; determining payoff, business, performance, and preference needs; addressing high-level objectives; measuring impact; reporting the results of the alignment; and more.
$19.95 USD -
ROI in Learning and Development, Authored a Chapter
ASTD
Is a case study of documenting Training effectiveness of a Training intervention where an ROI of 310% was achieved.
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Data collection: Planning and collecting all types of data
In Phillips, J. J. & Phillips, P. P. “Measurement and Evaluation Series: Comprehensive tools to measure the training and development function in your organization”. San Francisco: Pfeiffer-Wiley.
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Honors & Awards
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ISA Thought Leader Award
The Association of Learning Providers
ISA’s Thought Leader Award recognizes those (individually or in partnership) whose body of work in support of work-related learning and performance has significantly influenced people and organizations in sustainable impact. Through advocacy of ideas and commitment to actions, the recipient(s) not only positively influenced clients and industry colleagues, but also facilitated respect for the learning and performance industry overall.
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ATD Thought Leader Award
Association for Talent Development
This award is presented in recognition of an exceptional contribution to the talent development field that has sustained impact.
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Leading Global Coaches Award 2019
Thinkers50 - Marshall Goldsmith Achievement for Coaching
Along with outstanding leadership coaches, this award recognizes professionals who impact the field of coaching – such as academics, authors, thought leaders, and professionals who lead coaching organizations.
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Distinguished Contributor Award
Center for Talent Reporting
"The Center for Talent Reporting is pleased to announce that Jack and Patti Phillips are the first recipients of our new Distinguished Contributor Award,” said Dave Vance, executive director of The Center for Talent Reporting. “This award recognizes their outstanding and significant contributions to our profession for the measurement and management of human capital. Particularly noteworthy are Jack’s groundbreaking 1983 book, Handbook of Training Evaluation, his concepts of isolated impact and…
"The Center for Talent Reporting is pleased to announce that Jack and Patti Phillips are the first recipients of our new Distinguished Contributor Award,” said Dave Vance, executive director of The Center for Talent Reporting. “This award recognizes their outstanding and significant contributions to our profession for the measurement and management of human capital. Particularly noteworthy are Jack’s groundbreaking 1983 book, Handbook of Training Evaluation, his concepts of isolated impact and ROI, and their implementation of the ROI Methodology® in more than 70 countries and in all types of organizations. They have forever changed the standard by which investments in human capital are measured.”
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ATD Certification Institute CPTD Fellow
Association for Talent Development
This is award is given to those who support and advocate for ATD's Certified Professional in Talent Development program, formerly the Certified Professional in Learning and Performance.
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