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Patti Phillips Interview  -  November 5, 2008, 3:30 pm Conversations on HPT Webcast

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[Dr. Patti Phillips]

Dr. Patti Phillips
President and CEO; Adjunct Professor, Human Capital Development
ROI Institute and University of Southern Mississippi

Patti P. Phillips, Ph.D., is president and CEO of the ROI Institute, and adjunct professor in The University of Southern Mississippi Ph.D. in Human Capital Development program where she teaches workforce analysis, survey design, and qualitative research. She works with organizations in the private and public sectors as they implement the ROI Methodology developed by Jack J. Phillips. An author and speaker on the topic of ROI, Patti participates in conferences around the world as keynote presenter, workshop facilitator, and panelist. She can be heard on the Internet as she participants in web casts hosted by a variety of journals and organizations. Patti has applied the ROI Methodology to a variety of human performance improvement initiatives. Her experience is described in publications she has authored, co-authored, or edited. The most recent publications include ROI in Action (Pfeiffer, 2008); Measurement and Evaluation Series (Pfeiffer, 2008); Beyond Learning Objectives (ASTD, 2008); Show Me the Money (Berrett-Koehler, 2007); and The Value of Learning (Pfeiffer, 2007). Patti holds a PhD in international development and a master’s degree in public and private management.


[ Elliott McClelland]

Elliott McClelland
Communication Specialist
School of Information Science and Learning Technologies

[Dr. John Wedman]

Dr. John Wedman
Director, School of Information Science & Learning Technologies
University of Missouri-Columbia


Measuring the success of human performance interventions takes on a variety of forms. Both qualitative and quantitative data, as well as financial and non-financial data, are necessary to report the complete story of success. The need for data that satisfy the taste of various stakeholders has positioned the ROI Methodology as a leading technique to measure human performance technology (HPT) success. The process is used to evaluate program success in private-sector, public-sector and non-profit organizations. While return on investment (ROI) is the ultimate measure of program success, it is only one of six measures developed through the ROI Methodology. Other measures of success include participant reaction, learning, application, business impact and intangible benefits. These measures, reported together with ROI, represent the chain of impact that occurs as participants react to a program; acquire necessary knowledge, skills, and/or information; and apply this newly acquired knowledge. As a consequence, business impact occurs. To determine if the impact is greater that the cost of the program, the ROI is developed. Whether working with e-learning, coaching, leadership, or process improvement initiatives, this approach to accountability develops results important to all stakeholders.

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