Phillips ROI Institute

United Kingdom and Ireland

Dr Jack Phillips in London 18-22 June 2018
This is a special opportunity to attend the full ROI Certification Programme with the man who developed the methodology and is the world's leading expert on ROI and Evaluation. 

Top 3 Reasons for ROI

1. Show the Business Contribution of Programmes

ROI is the most credible way of showing actual impact in business terms in a language that all managers understand.

2. ROI helps build support and funding for programmes

When managers see the value added from HR and Learning programmes in financial terms it will be easier to gain funding for this type of investment.

3. Process Improvement

Because this is a comprehensive method covering all aspects of programmes including quality, performance, application as well as impact it is easy to see what can be changed, improved, re-designed, expanded or discontinued.

The Phillips ROI Methodology is extensively tested, widely implemented and has the following key features:

Easy to implement - well designed steps, tools and aids 

Cost effective to implement

Credible - based on standard accounting rules and an extensive 30 year track record

Standardised - provides a world standard for this level of evaluation

Flexible - can be used on any programme and with all types of data

Quality support - based on extensive training, tools and job aids


The Return on Investment (ROI) Methodology developed by Dr. Jack J. Phillips and Dr. Patti P. Phillips, has proven to be an accurate, credible and feasible approach to addressing the accountability issues for all types of organisations. The methodology has been accepted and used in over 50 countries and is the leading approach to ROI accountability.


The Phillips ROI Methodology™ model provides a step-by-step process for collecting data, summarising and processing data, isolating the effects of programmes, converting data to monetary value, and capturing the actual ROI. The model incorporates the four evaluation levels developed by Dr Donald Kirkpatrick with the addition of the fifth ROI level developed by Dr Phillips. In addition to this Dr Phillips has perfected a set of techniques for converting data to monetary value, isolating the effects of the programme from other factors and capturing the costs of the programme. He has also used standard accounting formulae for calculating the ROI and developed a series of tools to assist practitioners in reporting results to various stakeholders.


Click here for a Brochure summarising the 10 Key Features of the Phillips ROI Methodology


Training and Certification

Today, one of the most critical skills any professional can possess is being able to show the accountability of various processes and functions. More than any time in the past, senior executives and other stakeholders are questioning the value of a variety of programmes, projects, and processes. Professionals must show how this value can be measured and reported in a credible, methodical way. The ROI certification process is the standard for achieving and verifying that an individual possesses these skills.


The Phillips ROI Institute UK provides certified training programmes to help practitioners reach a high level of proficiency in applying the methodology thereby enabling them to implement and embed good practice in their own organisations.

Please click here for details

ABOUT the Phillips ROI Institute in the United Kingdom

The Phillips ROI Institute United Kingdom and Ireland is partner of the ROI Institute™ USA. We are world leaders inHR and Learning evaluation and measurement and in applying the Phillips ROI Methodology to more than 20 different business functions. We are engaged in cutting edge research, benchmarking and in providing high quality certified training, workshops publications and consulting services surrounding the Phillips ROI Methodology™.


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.


With a combined 50 years experience in measuring and evaluating training, human resources, technology and quality programs and initiatives, founders and owners Jack J. Phillips, Ph.D. and Patti P. Phillips, Ph.D., are the leading experts in return on investment (ROI). Their partner in the UK and Ireland, Gerard M. Doyle, FIMCA has 10 years of experience applying and teaching the methodology in a variety of organisations.


The ROI Institute, founded in 1992, is a service-driven organization which strives to assist professionals in improving their programs and processes through the use of the ROI Methodology. Developed by Jack Phillips, this methodology is a critical tool for measuring and evaluating programs in 18 different applications in more than 40 countries.


The Institute offers a variety of consulting services, learning opportunities and publications. In addition, it conducts internal research activities for the organization, other enterprises, public sector entities, industries and interest groups. Together with their team, Jack and Patti Phillips serve private and public sector organizations globally. 


For a printable brochure click here.

For a history of the ROI Methodology and the ROI Institute, click here.

For details of our UK/Ireland Training Courses, click here

Dr Patricia Pulliam Phillips
Dr Jack J Phillips