This is the standard approach to ROI Certification. Participants will attend a public, five-day session. The five-day program is a comprehensive learning experience delivered in a classroom environment. The approach includes prework to help you prepare for ROI Certification; participation in the live learning sessions; a workbook, tools, templates, books, and job aids; virtual assistance to help you complete your ROI evaluation project; and the right to use and reproduce ROI Institute materials within in your organization. This approach is described in more detail in our ROI Certification Brochure.

After the classroom sessions, you will receive one-on-one, virtual support as you conduct your first Impact/ROI Study in your own organization. Upon demonstrating competency in applying the ROI Methodology, you will join an elite group of professionals who have earned the designation of Certified ROI Professional (CRP). When a large organization with the goal of implementing this process sends only one person to ROI Certification, the task for that individual can be daunting. While success is possible, it often becomes challenging. A better approach would be to send a team to ROI Certification. This is the recommended approach for organizations that want to build serious evaluation capability quickly. Implementing the ROI Methodology involves adjusting certain processes, procedures, and policies.

New programs must be aligned with business needs, objectives must be set at five different levels, and all stakeholders will have a role in making programs work. These changes affect the entire team. It is often difficult for one person to influence change within the larger group. Sending a team prevents one person from being a lonely voice, trying to convince others to change without the support of the team.

For example, recently in Amsterdam, a team of seven managers and professionals from the National Forensic Institute (NFI) of the Netherlands attended an open-enrollment certification session facilitated by Dr. Patti Phillips. The NFI team members indicated that the team approach was the only way to make a change that significant successful. The key people necessary to make this endeavor effective worked together and made the ROI implementation successful.

To help facilitate training your team, discounts are available when two or more team members attend certification. If the team is large enough, it may be better to invest in the next option, an Internal Certification.

Many organizations opt to invest in an Internal ROI Certification where ROI implementation involves large numbers or multiple groups from different functional areas. When the number of participants reaches six to eight, it becomes cost-effective to invest in an internal certification. The fee per participant is effectively half the open-enrollment certification rate when the group reaches 15 to 20 participants.

In addition to cost savings and efficiency, internal certification allows participants in the organization to concentrate on their situation, programs, and projects. In open enrollment offerings, participants attend from many different organizations, and some projects discussed are not relevant to others. Also, some critical information may be confidential or proprietary; it is easier to discuss this type of information in an internal certification.

An internal focus is also helpful for planning ROI implementation. This is particularly important when the manager or executive responsible for the team is involved in the session and decisions can be made during the workshop about building capability and awareness, the use of technology, preferred methods of data collection, roles and responsibilities, and reporting results. The outcome is not only the skill development for the team but the formulation of the evaluation strategy.

• Apply the ROI Methodology^® to a program in your own organization
• Get detailed, first-hand experience with every step
• Learn how to measure the contribution of a variety of performance improvement programs
• Learn how to calculate ROI
• Learn how to enhance program results and improve ROI
• Discover how to translate intangible benefits into monetary values
• Practice presenting results of an ROI study

• Determine data collection techniques, timing, and methods
• Choose appropriate strategies for isolating the effects of programs
• Convert impact measures to monetary values
• Analyze data and calculate the actual financial ROI
• Present results to a variety of audiences

• Pre-Work: Identify a project for ROI Evaluation. Prepare for the basics.
• Educational Session: Five days of content rich, interactive sessions. The focus is on your project evaluation.
• Virtual Assistance: One-on-one help with your ROI Evaluation. Review and approval of your ROI Study.
• Right to Use Materials in Your Organization: You have the right to reproduce and use materials as you build capability in measurement and evaluation.
• Certified ROI Professional^® (CRP) Designation: Earn this unique sought-after credential.

Anyone who needs the skills to measure the impact of learning and performance improvement programs. Individuals who need to demonstrate the ROI and business impact of other initiatives such as human resources, quality, process improvement, organizational change, and technology implementation will also benefit.