Conference Programme
Conference Programme
The programme contains the Conference Timetable, a complete list of all Conference Sessions and detailed information on each session and speaker.
Note: All text in blue is hyperlinked either to a specific section within the programme or an external webpage. If you wish to get details of a particular session simply click on the blue heading text and you will be taken to the session details.
Wednesday 8th October
9.30-12.30 Pre-Conference Workshop
- Using Technology to Automate the ROI Process: Peter O'Connell, Managing Director, Gaelstorm Software Solutions Ltd
ROI Practitioners Symposium
This series of workshops is geared to those who have been trained in the Phillips ROI Methodology™. The aim is to share experience, challenges and successes in an effort to enhance the effectiveness of ROI implementation through learning from a variety of sectors and cultures.
- 1.30pm: Challenges and Opportunities for ROI: Gerry Doyle, Managing Partner, Impact Measurement Centre
- 1.45pm Tribulations and Joys in Implementing the ROI Methodology: Jay Owens, ROI Institute partner in South Africa.
- 2.10pm Isolating the Effects of a Program from Other Influences: How to make the most difficult of all ROI decisions: Ron Drew Stone, Senior Vice President, ROI Institute™
- 2.30pm Break
- 3.00-5.00pm Advanced Practitioners Workshop: Using ROI to transform the strategic use of organisational learning: Workshop Leader: Jane Massy, CEO of abdi Ltd, the ROI Institute™ partner in the UK and Singapore.
7.30pm Irish Ceili Night - Johnnie Fox's Hooley (depart by Bus to Johnnie Fox's Pub in the Dublin Mountains) - Optional
Thursday 9th October
8.00am Registration, Light Breakfast
9.00am Keynotes - Measuring the Contribution of Human Capital
- Predicting Human Capital ROI: Searching for the Leading Indicators: Dr. Jac Fitz-enz, Founder and CEO, Workforce Intelligence Institute. Recognized as one of the Top 5 HR Management Gurus of 2007.
- Measuring the Contribution of Human Resources to the Organization: Why ROI and Why Now?: Dr Jack J Phillips, Chairman and Founder, ROI Institute™. Dr Phillips is recognized as the leading world expert on evaluation and measuring ROI.
10.30am Break
10.45am Concurrent Sessions
- Talent Management Measuring ROI in Talent Management: The Payoff of Investing in Critical Talent: Lisa Edwards, MSc, Director, Global Learning and Development, Corbis Corporation - a Bill Gates company.
- Learning Transfer Running Interference - Getting the Learner to Touchdown for ROI: Dr Paul Donovan, Head of Management Development and Registrar, Irish Management Institute
- ROI Practice: Language Training Measuring the Value of Language Training in a Global Chemical Company: Frank C Schirmer, CEO, LearnVision, Dusseldorf, Germany.
1.30pm Keynote - Impact of Learning and Development
- The Strategic Impact of Learning: How Corporate Learning Strategies Are Driving Business Results. Dr Rebecca L Ray, Senior Vice President, Global Talent Management, Mastercard.
2.15pm Concurrent Sessions Thursday 9th October Afternoon
- Diversity Programs Evaluating the Impact of Diversity Programs: Case Studies from Holland and the USA: Dr Edward E Hubbard, San Francisco.
- Learning Metrics Creating Metrics to Measure the Value of Learning: The Hewlett Packard Approach to Measuring Impact and ROI: Tony White, Learning and Development Manager, Hewlett Packard
- Leadership Development: Public Sector Linking Corporate Strategy, Talent Management and Accountability in a Public Sector Organisation through ROI: Juliet Tshoke, Transnet, South Africa
3.15pm Refreshment Break
3.30pm Concurrent Sessions
- Recruitment and Induction New Hire College Graduates in the Workplace: Measuring ROI: Claudia Tobon, Learning Manager, CIGNA University
- Business Development Measuring the Impact of Business Improvement: Showing Value for Companies and Public Sector Funders: John Mackel, Partner, Whitewater Consulting, Belfast, Northern Ireland.
- Technical Skills Measuring the Value of Cross Training in a Rapidly Changing Manufacturing Environment: Brendan Farrell, Training Manager, Diageo Ireland
4.25pm Moving Break
4.30pm Concurrent Sessions
- Knowledge Management Knowledge Management: How to Build an Evaluation Framework: Dr Bruce C. Aaron, Senior Evaluator, Accenture
- ROI Practice Implementing ROI for Learning Programs in one of the world leaders in the Biotechnology Sector: Don Kraft, Director, Learning and Development, Genentech
- Continuous Improvement Continuous Improvement Projects: How to show return: Panel with examples from Chile: Rodrigo Lara Fernandez, Managing Director, Masconsultores; Jamie Rosas Saraniti; Ricarda de la Jara, Codelco.
5.20pm Sessions Conclude
7.30pm Reception - Co-hosted by Awards UK and abdi ltd
8.00pm Gala Dinner and Presentation of ROI Awards 2008
Friday 10th October
8.00am Light Breakfast
9.00am Keynotes - Leadership and Business Alignment
- Leadership: Results, Challenges and Lessons of Evaluating Leadership Programs: Dr Jennifer L Martineau, Center for Creative Leadership, one of the world's most respected leadership training providers.
- Achieving Business Alignment: Strategies for use in the Public and Private Sector: Dr Patti Phillips, President/CEO, ROI Institute™
10.00am Moving Break
10.05am Concurrent Sessions
- Employee Engagement Employee Engagement: Building and Measuring Strategies and Tools to Retain the Right People: Dr Theresa M Wellbourne, CEO, eePulse
- Leadership Measuring a Leadership Coaching Programme: Ronan Emmet, Worldwide Director Evaluation, American Power Conversion Corp
- Public Sector: Learning Networks Implementing ROI to show value in the Training Networks Programme: Alan Nuzum, CEO, Skillnets Ireland
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10.55am Refreshment Break
11.15am Concurrent Sessions
- Public Sector: Value for Money for Training Measuring Value for Training in Irish Government Departments: Mary Bergin, Assistant Principal Officer, Civil Service Training and Development Centre, Ireland.
- ROI of Meetings and Events Measuring the Impact of Meetings, Events and Conferences using the ROI Methodology: Dr Elling Hamso, Director European Events ROI Institute.
- Public Sector: Business Networks Measuring the Impact of Business Networks: Case Studies from Ireland: Dermot O'Doherty, InterTradeIreland
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12.15-12.30 Closing Remarks: Dr Jack J Phillips
12.30 Lunch - Afternoon Tour of Wicklow (optional)
Details of Sessions and Speakers
Wednesday 8th October 9.30am
9.30-12.30 Pre-Conference Workshop
Using Technology to Automate the ROI Process: Peter O'Connell, Managing Director, Gaelstorm Software Solutions Ltd
Peter O Connell qualified as a computer Engineer from the University of Limerick in 1994. He has built a career around business process automation and has held positions of engineer, architect, engineering manager and now CEO. This has brought a rich exposure to a broad variety of business functions and industries including IT, telecommunications, customer care and financial services. He has worked with a number of the IT industries top blue chip companies including Digital/Compaq and Intel. Peter was one of the founders of Gaelstorm™ which is focused exclusively on the automation learning evaluation. Gaelstorm™ has partnered globally with the ROI Institute™ to provide a comprehensive , easy to use and sustainable solution. It is the only product to full automate the ROI Methodology™. The companies SenseiROI™ flagship product was recently featured by Dr Jack Phillips and his UK partner, Jane Massy in a Learning scorecard masterclass in London. The products unique focus on proactive planned evaluation has generated considerable excitement across the learning and development community.
Back to Wednesday
ROI Practitioners Symposium
Wednesday 8th October 1.30pm
Challenges and Opportunities for ROI: Gerry Doyle, Managing Partner, Impact Measurement Centre
Gerry Doyle, managing partner of the Impact Measurement Centre, has extensive experience as a manager, trainer and consultant with small and large companies and not-for-profit organisations in Ireland, Eastern Europe, Japan, and Saudi Arabia. He is a specialist in strategic business management, organisational development and local economic development and has contributed to a number of training programmes and conferences. In 2001 he established the Impact Measurement Centre and has been a leading influence in the introduction of impact measurement and ROI methodology in Ireland. In 2003 the Centre became the Irish partner for the ROI Institute™ - the organisation founded by Dr Jack Phillips to develop the ROI methodology worldwide. To date the Impact Measurement Centre has trained over 250 practitioners at ROI Foundations Certificate level and 60 practitioners to ROI Diploma level. It has conducted over 50 major ROI studies in Irish public and private sector organisations and facilitates the ROI Network in Ireland which now has 145 members.
Back to Wednesday
Wednesday 8th October 1.45pm
Challenges, Tribulations and Joys in Implementing the ROI Methodology over a decade: J.H.(Jay) Owens, ROI Institute partner in South Africa.
After careers of fifteen years in the motor industry and twelve years as a full-time academic at the Graduate School of Business Administration, University of the Witwatersrand, Johannesburg, Jay started the Covey Leadership Centre in South Africa, specialising in leadership and organisational development and research. In 2005 he left to focus on his own consulting practice. He runs the ROI Institute™ Africa, represents a number of international training franchises and is a Visiting Fellow at the Rhodes Investec Business School.
An eight year association with the ROI Institute has provided some interesting opportunities to apply and test the methodology in varied contexts. Jay will share with you some of the cases on which he has consulted; what makes for successful application; and the pitfalls to avoid. He will also share with you some of the surprising business contributions that can be made through the expanded application of the ROI Methodology.
Back to Wednesday
Wednesday 8th October 2.10pm
Isolating the Effects of a Program from Other Influences: How to make the most difficult of all ROI decisions: Ron Drew Stone, Senior Vice President, ROI Institute™
This session will examine one of the most difficult challenge facing training professionals - isolating the effects of a program from other influences. A variety of approaches are available to isolate the effects. This session will address a series of key questions that must be answered in order to make the proper isolation decision. The focus of the session will be the use of a job-aid to make the isolation decision. Each table team (or small teams at each table) will select a program to evaluate. The presenter will guide the teams in using the job-aid to make a series of decisions that will lead to the selection of the best method to isolate the effects of their program.
After attending this session participants will be able to:
- Answer key questions that will guide you in narrowing your decision on the most appropriate isolation method to use for your programs.
- Apply a job-aid to make the actual decision on the best method to isolate the effects of any program you may choose to evaluate.
Ron Stone is an author, international consultant & presenter, and one of the worlds most recognized and accomplished authorities on improving and measuring performance improvement initiatives. Ron is a senior vice president with the ROI Institute where he engages in the international consulting practice. While working with Jack and Patti Phillips as a partner since 1995, Ron has made significant contributions to perfecting the ROI Process. He has conducted more than a hundred return on investment studies and directed hundreds more. He provides consulting services in performance improvement, linking training to organization business measures, designing training for results and ROI, and developing measurement and evaluation strategies. Ron also conducts ROI Certification workshops and certifies practitioners in the ROI methodology, and conducts a full range of public and in-house performance improvement, measurement, and needs assessment workshops. He is a certified change consultant.
Ron has twenty-five years experience in engineering and economic development, and in human resource management and training in the aerospace and electric utility industries. He has considerable experience in employment processes, performance management, managing the training function, designing healthcare delivery systems, budgeting and account classification processes, training curriculum design, safety, organizational development, executive development, needs assessment, measurement, and evaluation.
He co-authored The ROI Fieldbook - Strategies for Implementing ROI in HR and Training, Butterworth-Heinemann Publishing, 2006, How to Measure Training Results - A Practical Guide to Tracking the Six Key Indicators, McGraw-Hill Publishing, 2002, and The Human Resources Scorecard, Butterworth-Heinemann Publishing, 2001. He has contributed several case studies to the ASTD In-Action Case Book Series, Measuring Return on Investment (2005 and 1997), Measuring ROI in the Public Sector (2002), and Measuring Learning and Performance (1999) and is a contributing author to other ASTD publications. Ron received his BBA from Georgia State University.
Back to Wednesday
Wednesday 8th October 3.00-5.00pm
Advanced practitioners workshop: Using ROI to transform the strategic use of organisational learning: Workshop Leader: Jane Massy, CEO of abdi Ltd, the ROI Institute™partner in the UK and Singapore.
ROI - sharp metrics, good structure and practice - transforms the strategic use of organisational learning
This session will be led by presentations from three leading practitioners in blue-chip UK organisations. All will be drawn from members of the UK ROI Advanced Practitioners Group. The presenters and other group members will then join an open exchange of current experience and new ideas. ROI is taking off in UK blue-chip companies and organisations, bringing sharp metrics, structure and good practice into the planning and management of learning.
The UK ROI Advanced Practitioners Club meets regularly, resourced and supported by abdi Ltd, the UK ROI partner. It limits its membership to senior ROI practitioners with strategic responsibility for learning in their organisations.
Jane Massy is the CEO of abdi Ltd, the ROI Institute™ in the UK and Singapore. An international consultant evaluator and industry analyst in the field of workplace learning, she has lived and worked in Cambridge in the UK since 1999.
Prior to that she ran the Open University Business School based at the University of Limerick, and then worked on European Commission programmes and contracts in Brussels.
Jane is a former Board Member of the ASTD (American Society of Training and Development) where she also served as a Main Board nominee to the board of the ASTD Certification Institute, the professional Certification Authority for ASTD and L&D professionals in the USA. In addition to her work with abdi she has been the evaluator for three UK Equal projects, and has been a regular evaluator of EU's R&D projects since 1994. In 2005, she reported to the DfES on 'Linking Skills to the Bottom Line''. She is a member of the Confederation of British Industry (CBI) Council in the East of England.
abdi's current and recent client list has included AXA, BBC, BT, BUPA, Financial Services Skills Council, HSBC, LloydsTSB, the UK MoD, Nokia, Meridian Hotels, Reuters, Singapore WDA, Volkswagen Group, VT (Shipbuilding, VT4S, Flagship), the British Council and Rolls Royce.
Back to Wednesday
Thursday 9th October 9.00am
Predicting Human Capital ROI: Searching for the Leading Indicators: Dr. Jac Fitz-enz, Founder and CEO, Workforce Intelligence Institute. Recognized as one of the Top 5 HR Management Gurus of 2007.
Dr Jac Fitz-enz is acknowledged as the father of human capital strategic analysis and measurement. During the 1970s he carried out original research which led to the first human resources metrics in 1978 and to benchmarks in 1985. As founder of the Saratoga Institute in 1980, he developed the first international HR benchmarking service, eventually covering 2,000 companies in a dozen countries. Recently, he was cited as one of the fifty persons who have "significantly changed what HR does and how it does it" in the past fifty years.
In the recent years, Dr. Fitz-enz has researched to develop a unique process that combine data from corporate HR departments with research from human resource and talent management vendors, national research institutes, management journal publishers and university researchers. This led to the publication of the Workforce Intelligence Report™. Now in its second year, this document has grown to 100 pages covering everything from workforce planning to retention, including outsourcing and metrics / analytics.
Dr. Fitz-enz has published over 220 articles, reports and book chapters on measurement and management. His 8 books have been translated into Chinese, German, Korean, Polish, Portuguese, Russian, Spanish and Turkish. He is the only two-time winner of the SHRM Book of the Year Award for Human Value Management (1991) and The ROI of Human Capital (2001).
He has trained more than 85,000 managers in 40 countries. Although his work is widely imitated, he remains "The Source" for human capital strategy, measurement and benchmarking.
Among his recent honors are:
- Named by SHRM as One of Fifty most influential persons in human capital management
- Received Chairman's Award from IHRIM for pioneering human capital benchmarking
- Honored as a "Legend" by the American Society of Training and Development
- Elected Fellow of the National Academy of Human Resources
- Honorary Doctorate and Medal from Universidad Ricardo Palma, Lima, Peru
In 2002, Dr. Fitz-enz retired from Saratoga Institute, and in 2003 launched Human Capital Source and the Workforce Intelligence Institute to take human capital valuation to the next level. His latest research, published in the 2007 Workforce Intelligence Report™ (WIR™), applies workforce analytics to integrating all HR functions from workforce planning to retention and outsourcing. The WIR™ incorporates data from hundreds of corporations plus 30 research institutes and HR vendors connecting talent management practices to business results
Prior to founding Saratoga Institute Dr. Fitz-enz held human resource vice presidential positions at Wells Fargo Bank, Imperial Bank and Motorola Computer Systems. He holds degrees from: Notre Dame (B.A), San Francisco State (M.A.), and USC (Ph.D) in organizational communications.
Back to Thursday Morning
Thursday 9th October 9.45am
Measuring the Contribution of Human Resources to the Organization: Why ROI and Why Now?: Dr Jack J Phillips, Chairman and Founder, ROI Institute™. Dr Phillips is recognized as the leading world expert on evaluation and measuring ROI.
As a world-renowned expert on accountability, measurement, and evaluation, Dr. Jack J. Phillips provides consulting services for Fortune 500 companies and major global organizations. The author or editor of more than 50 books, Phillips conducts workshops and makes conference presentations throughout the world. His expertise in measurement and evaluation is based on more than 27 years of corporate experience in the aerospace, textile, metals, construction materials, and banking industries. Phillips has served as training and development manager at two Fortune 500 firms, as senior human resource officer at two firms, as president of a regional bank, and as management professor at a major state university.
This background led Phillips to develop the ROI methodology - a revolutionary process that provides bottom-line figures and accountability for all types of learning, performance improvement, human resource, technology, and public policy programs.
Phillips regularly consults with clients in manufacturing, service, and government organizations in 44 countries in North and South America, Europe, Africa, Australia, and Asia. Books most recently authored by Phillips include Show Me the Money (Berrett-Koehler, 2007); The Value of Learning (Pfeiffer, 2007); How to Build a Successful Consulting Practice (McGraw-Hill, 2006); Investing in Your Company's Human Capital: Strategies to Avoid Spending Too Much or Too Little (Amacom, 2005); Proving the Value of HR: How and Why to Measure ROI (SHRM, 2005); The Leadership Scorecard (Elsevier Butterworth-Heinemann, 2004); Managing Employee Retention (Elsevier Butterworth-Heinemann, 2003); Return on Investment in Training and Performance Improvement Programs, 2nd ed. (Elsevier Butterworth-Heinemann, 2003); The Project Management Scorecard, (Elsevier Butterworth-Heinemann, 2002); How to Measure Training Results (McGraw-Hill, 2002); The Human Resources Scorecard: Measuring the Return on Investment (Elsevier Butterworth-Heinemann, 2001); The Consultant's Scorecard (McGraw-Hill, 2000); and Performance Analysis and Consulting (ASTD, 2000). Phillips served as series editor for ASTD's In Action casebook series, an ambitious publishing project featuring 30 titles. He currently serves as series editor for Elsevier Butterworth-Heinemann's Improving Human Performance series, and for Pfeiffer's new series on Measurement and Evaluation.
Phillips has received several awards for his books and work. The Society for Human Resource Management presented him an award for one of his books and honored a Phillips ROI study with its highest award for creativity. The American Society for Training and Development gave him its highest award, Distinguished Contribution to Workplace Learning and Development. Meeting News named Phillips one of the 25 most influential people in the Meetings and Events industry, based on his work on ROI for the industry.
Phillips 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. Jack Phillips has served on the boards of several private businesses-including two NASDAQ companies-and several nonprofits and associations, including the American Society for Training and Development.
Back to Thursday Morning
Thursday 9th October 11.00am
Measuring ROI in Talent Management: The Payoff of Investing in Critical Talent: Lisa Edwards, MSc, Director, Global Learning and Development, Corbis Corporation - a Bill Gates company.
Most organizations today are focusing on critical talent in an attempt to understand which jobs are most critical to the organizations, how to attract top talent for those jobs, and how to retain the talent that is there. Consequently, a variety of programs are often implemented to manage the talent process. In this session, Lisa Edwards outlines a study on talent management, showing how to identify critical talent groups and forecast the investment of solutions related to critical talent in financial terms.
Lisa is the Director, Global Learning and Development at Corbis, a Bill Gates-owned company, where she is responsible for developing Corbis' managers and leaders across 16 countries. Prior to her work at Corbis, Lisa founded three businesses and her experience in starting and developing these businesses helps her understand the challenges of-and the solutions for-creating a work environment that is motivating, reassuring and valuing for everyone.
Lisa is an ICF certified coach and is the Past-President of the American Society for Training and Development - Puget Sound chapter. Lisa's formal education includes a bachelor's degree in Psychology from St. Mary's College in Notre Dame, Indiana and a Master of Science degree in Psychology from Southern Methodist University.
Back to Thursday Morning
Thursday 9th October 11.00am
Running Interference - Getting the Learner to Touchdown for ROI: Dr Paul Donovan, Head of Management Development and Registrar, Irish Management Institute
In certain sports when a player has the ball and is headed for the goal of the opposing team, the other team members' role is to assist that player. One way is to run ahead of the player and clear the path, keeping opponents out of the way which is called "running interference." In a learning context, the training professional must run interference by dealing with all of the issues that help and hinder the transfer of learning. Drawing on five years of research with major multinationals on the factors affecting successful training transfer, the speakers have developed a hands-on checklist to help you clear the way and ensure that all learners score back on the job for increased ROI.
Dr. Paul Donovan is Head of Management Development at the Irish Management Institute. Paul has been a core member of the IMI's teaching faculty since 1991 and will continue to carry out his role as Registrar at the IMI in addition to his new role.
He has been a Senior Management Specialist at the IMI since 1991 with responsibility for The Master Trainer and the Focus on Training programmes.
As well as qualifications in Personnel Management and Industrial Relations Studies, Paul has a M.Sc. in Organisational Behaviour and a doctorate in the area of the evaluation of training from Leicester University.
Paul joined the IMI in early 1991 to run training programmes for managers and supervisors. He has particular expertise in the areas of change and restructuring in organisations. He has devised a range of programmes geared to encourage and support major change.
Paul has extensive experience in human resource management in a changing environment. He worked as training and development manager for the Irish Peat Authority (5,000 employees) during its revitalisation. As general manager of a large production operation which exported to seven European countries he introduced autonomous working teams to replace direct labour on the total production operation.
As Senior IMI Specialist he runs the 'Training of Trainer' programmes at the Institute and in this capacity he has conducted training assignments for IMI in France, Spain, Greece, Cyprus, CIS and Malaysia. He is also Secretary to the Examination Board of the IMI Certificate in Supervisory Management. This is a two-year programme which is conducted in over 30 centres around Ireland.
Paul also acts as Register at the IMI. In this role he is responsible for the IMI's academic regulations, especially around admissions, registrations, the conduct of assessment, progression, and the granting of awards. Paul also lectures in Organisational Behaviour on the IMI BA Degree in Management.
Back to Thursday Morning
Thursday 9th October 11.00am
Measuring Value of Language Training in a Global Chemical Company: Frank C Schirmer, CEO, LearnVision, Dusseldorf, Germany.
Dr Schirmer will present the results of a major study in a global chemical company which involved the use of control groups training isolate the effects of a multi-language training programme with worldwide implementation across 1,500 trainees. He will also show how all the evaluation levels were implemented in the study.
Frank C. Schirmer is a graduate in civil engineering and has over 15 years experience as a certified coach and consultant for leadership, team development, sales, service and quality. Furthermore he has advised Fortune 500 companies in Germany and Internationally as an expert to implement training modules and their evaluation.
He is a certified ROI Process™ coach and as managing director of LearnVision the exclusive partner of Jack J. Phillips, Ph. D. in Germany, Austria and Switzerland. He published in 2005 together with Jack J. Phillips, Ph. D. the book Return on Investment in derPersonalentwicklung (HRD), Springer 2004. Furthermore Mr. Schirmer published numerous articles in different professional journals (e.g. managerSeminare, Wirtschaft & Weiterbildung). He is an expert for long-term assessment of training programs /quality improvement in human resource management processes and meets international approval in this specific field.
Back to Thursday Morning
Thursday 9th October 1.30pm
The Strategic Impact of Learning: How Corporate Learning Strategies Are Driving Business Results. Dr Rebecca L Ray, Senior Vice President, Global Talent Management, Mastercard.
As Senior Vice President, Global Talent Management & Development, Mastercard, Rebecca has the honor of leading the team responsible for employee training and development under the banner of MasterCard University, management and leadership development, coaching and mentoring, organizational development, employee engagement, performance management and succession management for MasterCard Worldwide.
In 2006, the team was honored by Chief Learning Officer magazine with a Learning In Practice Award for 'Strategic Alignment.' In 2007, they were recipients of the Corporate University Xchange's 8th Annual Awards for Excellence and Innovation in Corporate Learning for 'Alignment' and in 2008, for 'Leadership Development,' 'Marketing,' 'Learning Technology,' and 'Alliances' as part of their 9th Annual Awards series.
In 2007 and again in 2008, the team was named to Training magazine's elite global list, the Top 125. Their approach to leadership development and the use of competencies in leadership development formed the basis of a case study response in the Harvard Business Review. Their work has been profiled in Workforce Management, Training and Chief Learning Officer magazines. In 2008, Rebecca received the 'HR Leadership Award' from the Asia Pacific HRM Congress in Mumbai.
Before joining MasterCard in December 2005, Rebecca served as President of Comcast University and Senior Vice President, Comcast Cable Communications, LLC; Senior Vice President/Director of Training for American Skandia; First Vice President/Director, Management and Professional Development for Prudential Securities' Private Client Group; and Vice President, Branch Management Training for Merrill Lynch's Private Client Group.
Prior to her corporate experience, Rebecca led a consulting practice which offered leadership assessment and development programs to Fortune 500 companies.
Rebecca serves on the Editorial Advisory Board for Training and Chief Learning Officer magazines and on the Advisory Board for the University of Pennsylvania's Executive Program in Work-Based Learning Leadership. She also serves on The Conference Board's Council on Learning, Development and Organizational Performance. She previously served on the American Bankers Association's School of Bank Card Management Board of Advisors. The author of two books, she holds a doctorate from New York University where she taught as an adjunct professor for many years.
Back to Thursday Morning
Thursday 9th October 2.15pm
Evaluating the Impact of Diversity Programs: Case Studies from Holland and the USA: Dr Edward E Hubbard, San Francisco.
Dr. Edward E. Hubbard, is recognized and acknowledged as the Pioneer and Founder of the Diversity Measurement and Diversity Return on Investment (DROItm) Fields. He wrote the first book focused exclusively on how to measure diversity results entitled: "Measuring Diversity Results (MDR)" and has been engaged in this field for over 25 years.
He has ritten over 40 business-related books, the last seven books in addition to "Measuring Diversity Results" focused on diversity measurement include:
- "How to Calculate Diversity Return on Investment (DROItm)
- "Implementing Diversity Measurement and Diversity Management"
- "The Manager's Pocket Guide to Diversity Management,
- "The Diversity Scorecard"
- "The Diversity Performance Consultant"
- "Diversity ROI Analytics"
Dr. Hubbard was the first to create automated software systems that calculate and integrate diversity and diversity return on investment that links to bottom-line business performance results including:
- MetricLinktm An Integrated Diversity Measurement Software System
- 10 Different "Diversity Stat Pakstm", "Calculate and Go" Software Systems such as the "MDR Stat Pak", "Staffing and Retention Stat Pak", "HR Stat Pak", the "Supplier Diversity Stat Pak", "Diversity Scorecard Startup Metrics Pak", and much more.
He has also created the Diversity ROI Analytics and the Diversity Performance Consulting Fields and discipline and the Hubbard Diversity Measurement & Productivity Institute, the first Institute dedicated exclusively to teaching Diversity and business professionals techniques and processes to measure diversity's impact and diversity's return on investment.
Dr. Hubbard has created over 50 different web-based diversity measurement tools for human and organization improvement.
Back to Thursday Afternoon
Thursday 9th October 2.15pm
Creating Metrics to Measure the Value of Learning: The Hewlett Packard Approach to Measuring Impact and ROI: Tony White, Learning and Development Manager, Hewlett Packard (Manufacturing) Ltd.
Tony White is the Learning & Development manager for the Hewlett Packard Imaging and Printing Group (IPG) Supplies Business in Ireland. Tony has responsibility for the management of the Learning and Development function, which provides training and development consultancy in the functional areas of, Leadership, Manufacturing, Supply Chain, and Engineering.
Tony has been with HP over 12 years, prior to which he worked with Gateway 2000 and Motorola. He holds a Diploma in Electronic Engineering and is a graduate of Sheffield University, where he received his Masters Degree in Education, Training and Development.
Back to Thursday Afternoon
Thursday 9th October 2.15pm
Linking Corporate Strategy, Talent Management, Leadership Development and Accountability in a Public Sector Organisation through ROI: Juliet Tshoke, Transnet, South Africa
Transnet Limited is a public company with the South African Government running as its sole shareholder, operating and controlling South Africa's major transport infrastructures. Transnet is not only vital to South Africa's development, but it also combines forces with other businesses in order to expand transport operations across Africa and beyond
In 2004 Transnet Limited, under the guidance of the newly appointed CEO Maria Ramos, embarked on a four-point turnaround strategy to revitalise the business. The case study deals with how the ROI Methodology can be used as a process for linking the strategic intent with talent management and leadership development initiatives to provide a framework for evaluation and accountability in a public sector organisation.
Juliet Tshoke is Group Talent Manager, Transnet Limited. She holds a Higher Diploma in Education, a Diploma in Human Resource Management, has seven credits towards an MBA and completed the Management Development Program at the Wits Business School in 2005. She started her career in Human Resource Management in the banking industry before Joining Transnet (National Ports Authority) in October 2002.
Back to Thursday Afternoon
Thursday 9th October 3.30pm
New Hire College Graduates in the Workplace: Measuring ROI: Claudia Tobon, Learning Manager, CIGNA University
Hiring and retention of a talented sales workforce has proven to be challenging in today's environment. Furthermore, the workplace is plagued by high turnover, a small talent pool and a lengthy time to proficiency. In an environment where experience was a differentiator in hiring sales staff, CIGNA decided to design a robust, blended learning program that would prepare college graduates with critical skill building and a well-rounded approach to selling. This study shows how ROI was used to measure the impact of this approach to key business measures.
Claudia Tobon is a graduate of Rutgers University and holds a bachelor of science in Nursing. She has worked for CIGNA for 8 years and has held various leadership and learning positions during her tenure. Most recently, CIGNA established their corporate university, CIGNA University, where Claudia is the learning manager for the external provider contracting network. She also established CIGNA University's measurement and evaluation strategy and continues to lead efforts in standardizing their approach to measurement and evaluation of learning and HR programs.
Back to Thursday Afternoon
Thursday 9th October 3.30pm
Measuring the Impact of Business Improvement Agents: Showing Value for Companies and Public Sector Funders: John Mackel, Partner, Whitewater Consulting, Belfast, Northern Ireland.
The Northern Ireland Business Improvement Programme is funded and managed by Invest Northern Ireland. It supports the employment of a middle manager with specific responsibility for managing a programme aimed at increasing the competitiveness of the company by delivering measurable business performance improvements which result in a minimum Return on Investment of 3:1 on the salary of the individual. The programme is supported by Whitewater Consulting who designed a development programme in collaboration with INI - to develop the participants in the key competences determined essential for the successful achievement of the post's objectives and to equip and support the Business Improvement Agents to achieve business performance improvements. This session will provide an overview of the process with a specific focus on how the Phillips ROI Methodology has been used to measure the impact of the programme. Examples of impacts achieved will be highlighted.
John Mackel is a Director in Whitewater Consulting Ltd and has over 19 years experience in leadership development and HR consulting. Key Areas of Expertise include Strategic Planning; Change Programmes, Culture Change and Process Alignment; Leadership Development and Accreditation including Succession Planning; Team Building and Team Development including Self-Managed Teams; Assessment and Development Centres; Executive Coaching and Mentoring. John is also a member of the Institute of Management Consultancy.
Back to Thursday Afternoon
Thursday 9th October 3.30pm
Measuring the Value of Cross Training in a Rapidly Changing Manufacturing Environment: Brendan Farrell, Training Manager, Diageo Ireland
St. James Gate Brewery in Dublin is part of the global Diageo group. It has been in operation for nearly three hundred years. Today it produces kegged stout (Guinness) and ale (Kilkenny) for the island of Ireland, UK, USA, Europe and Japan. This study evaluates the impact of a large Cross Skilling Programme carried out as part of a major change initiative moving the manufacturing plant from a single skill operative to a multi skilled team-based process. As well as recording a significant ROI the programme evaluation also recognises that non financial measures can be as important as financial ones and points to the importance of the linkage between the need to improve business performance and the design, delivery and evaluation of training programmes.
The case study is presented by Brendan Farrell, who is the Technical Training Manager for Diageo in St. James's Gate Brewery. Brendan is a qualified ROI practitioner with a Diploma in Brewing and 30yrs Production and Brewing Management experience.
Back to Thursday Afternoon
Thursday 9th October 4.30pm
Knowledge Management: How to Build an Evaluation Framework: Dr Bruce C. Aaron, Senior Evaluator, Accenture
This session will illustrate how to build a measurement framework for evaluating the impact of Knowledge Management (KM) programs, including calculation of ROI (return on investment). Using a case study (ROI Institute's 2007 "Impact Study of the Year") from a large global company, specific areas addressed will include:
- The KM measurement framework
- The KM scorecard
- Key impact metrics
- Strategic random sampling plans
- Leveraging penetration metrics
- Electronic survey strategies
Bruce Aaron is responsible for research and evaluation of workplace learning and performance programs within Accenture, a global management consulting, technology services and outsourcing company. He devotes much of his time leveraging the evaluation function to achieve performance improvement and determining ROI for human performance initiatives. He has 16 years of consulting and leadership experience in training and education and has presented at international conferences of organizations such as ISPI, ASTD, SALT, AERA, and The Psychometric Society. In addition to measurement and evaluation, Bruce's interests and experience include the design and implementation of collaborative learning and decision-making systems. He has authored or co-authored dozens of papers, presentations, and book chapters in topics related to statistics, measurement, evaluation, instructional technology, and group decision-making systems. Dr. Aaron and his teams at Accenture have received several awards from professional associations for excellence in measurement and evaluation, including the ROI Institute's "Best Impact Study" award in 2007. Bruce is a Certified Professional in Learning and Performance (CPLP). He earned his M.A. in School Psychology, and Ph.D. in Educational Measurement and Evaluation from the University of South Florida. He is currently based in Chicago.
Back to Thursday Afternoon
Thursday 9th October 4.30pm
Implementing ROI for Learning Programs in one of the world leaders in the Biotechnology Sector: Don Kraft, Director, Learning and Development, Genentech
Considered the founder of the biotechnology industry, Genentech has been delivering on the promise of biotechnology for more than 30 years, using human genetic information to discover, develop, manufacture and commercialize biotherapeutics that address significant unmet medical needs. Today, Genentech is among the world's leading biotech companies, with multiple products on the market for serious or life-threatening medical conditions, more than 100 projects in the pipeline and a long term plan for growth.
Don Kraft is Director of Learning and Development at Genentech. His areas of responsibilities include leadership, management, and professional development as well as performance management. He has over 20+ years experience in the field of learning and development and has worked for organizations such as Oracle, Gap, and A.C. Nielsen Company.
Don's expertise with learning & development, learning technologies, performance management, and measurement & evaluation of learning has led to him presenting at several national and international conferences. His work has also appeared in publications such as Future Pharmaceuticals, Workforce Magazine, Human Resource Executive Magazine, and Training Directors' Forum. His work on evaluation has been published in Evaluating Training Programs: The Four Levels, by Donald Kirkpatrick, 2nd, 3rd, and 4th editions.
Don has a Bachelor of Science degree from Indiana University of Pennsylvania in Business Management and a M.B.A. from Golden Gate University in San Francisco. He is currently working on his doctorate in Organization and Leadership at the University of San Francisco.
Back to Thursday Afternoon
Thursday 9th October 4.30pm
Continuous Improvement Projects: How to show return: Panel with examples from Chile: Rodrigo Lara Fernandez, Managing Director, Masconsultores; Jamie Rosas Saraniti; Ricarda de la Jara, Codelco.
The ROI Methodology has continuously gained a lot of acceptance as a tool for "showing the money", through a comprehensive process, valuable data can be obtained: from qualitative to quantitative; from participants perceptions to monetary returns. Although most stakeholders tend to focus on levels 4 and 5 and most practitioners' efforts are focused on return metrics, few programs are measured on higher levels. Levels 1, 2 and 3 are not in the front line and are often underestimated, but they explain, in many cases, why the program results are achieved; in other words, if level 1, 2 and 3 results are good, then the possibility of a success program increases dramatically, especially when a comprehensive Needs Assessment has been conducted. Level 1, 2 and 3 analysis should not only focus in "how much"" (percentages, grades, scores), but in "why" (reasons that explain these numbers). This session analyzes the different variables that affect levels 1, 2 and 3 results and how can they be managed so program results can improve over time, including ROI.
Rodrigo Lara Fernández has Bachelor's Degrees in both Psychology and Business Administration and a Master Degree in Human Resources. He has worked as a consultant for the last 12 years with his company, MAS Consultores. With Jack Phillips he created Instituto ROI a company to deliver ROI Methodology workshops and consultancy in Latin America and has built the first ROI Network in South America. He holds the ROI Methodology Certification. Rodrigo is ROI Institute's Regional Director for Latin America.
Jaime Rosas Saraniti is an Organizational Psychologist and MBA. He specializes in Needs Assessment and ROI Methodology; through his career, Jaime has been a HR consultant for private and public companies. He is a ROI Workshop facilitator and holds the ROI Methodology Certification. Jaime is CEO of Instituto ROI.
Ricardo de la Jara, is a senior manager with Codelco, the worlds largest copper mining company which is also in public ownership. In 2007 Codelco won the best ROI Implementation Award at the 11th Global ROI Conference in Chicago. Rocardo will highlight how the ROI Methodology is being inserted in the overall Codelco management system.
Back to Thursday Afternoon
Friday 10th October 9.00am
Leadership: Results, Challenges and Lessons of Evaluating Leadership Programs: Dr Jennifer L Martineau, Center for Creative Leadership, one of the world's most respected leadership training providers.
The Center for Creative Leadership has long been a leader in the field of leadership development with regard to evaluating its programmes. Not only has it used results to better understand the nature of leadership development and its clients' needs for leadership development, but it has also shared them with others, in fields such as evaluation, as a way of understanding the complexities of leadership development. Along with its global network of associates (universities and other organizations licensed to deliver one or more of our programmes worldwide), CCL designed and implemented an ROI study of its open enrolment Leadership Development Programme , collecting data over a one-year period. To design this study the Center chose the Jack Phillips' process for measuring ROI specifically because it is the most structured of any they had seen, enabling them to design the study to be as methodologically strong as possible. In this case presentation, Jennifer will share the process of the ROI study, the results, and lessons learned about the challenges of evaluating open enrolment programmes using the rigorous ROI process.
Jennifer Martineau is Director, Design & Evaluation Center at the Center for Creative Leadership. She has been at CCL since 1993, and with over 15 years experience in the field of evaluation, she has focused her attention on the evaluation of leadership development programs and initiatives. She is recognized as contributing significantly to the growth and improvement of CCL's evaluation practice as a whole, as well as developing numerous evaluation tools and processes. She also recently co-edited The Handbook of Leadership Development Evaluation. Jennifer serves as internal evaluation coach to CCL faculty and staff, CCL clients, and other leadership development professionals. By leading the Center in integrating evaluation into the design process, Jennifer has developed expertise in designing leadership development programs, initiatives, and products. Jennifer earned a doctoral degree in Industrial and Organizational Psychology from the Pennsylvania State University.
Back to Friday Morning
Friday 10th October 9.30am
Achieving Business Alignment: Strategies for use in the Public and Private Sector:Dr Patti Phillips, President/CEO, ROI Institute™
Dr. Patti P. Phillips is president of the ROI Institute, Inc., the leading source of ROI competency building, implementation support, networking, and research. She is also chair and CEO of The Chelsea Group, Inc., an international consulting organization supporting organizations and their efforts to build accountability into their training, human resources, and performance improvement programs with a primary focus on building accountability in public sector organizations. She helps organizations implement the ROI methodology in countries around the world - including South Africa, Singapore, Japan, New Zealand, Australia, Italy, Turkey, France, Germany, Canada, and the United States.
After a thirteen-year career in the electrical utility industry, Dr. Phillips took advantage of the opportunity to pursue a career in a growing consulting business where she was introduced to training, human resources, and performance improvement from a new perspective - a perspective that directly reflected her values of accountability, ROI evaluation. Since 1997, she has embraced the ROI methodology by committing herself to ongoing research and practice. To this end Dr. Phillips has implemented ROI in private sector and public sector organizations. She has conducted ROI impact studies on programs such as leadership development, sales, new-hire orientation, human performance improvement, K-12 educator development, educators' National Board Certification mentoring, and faculty fellowship. Dr. Phillips is currently expanding her interest in public sector accountability through application of the ROI methodology in community- and faith-based initiatives, including Citizen Corps, AmeriCorps, and the Compassion Capital Fund.
Dr. Phillips teaches others to implement the ROI methodology through the ROI certification process, as a facilitator for ASTD's ROI and Measuring and Evaluating Learning Workshops, and as adjunct professor for graduate-level evaluation courses. She speaks on the topic of ROI at conferences such as ASTD's International Conference and Exposition and ISPI's International Conference.
Dr. Phillips' academic accomplishments include a Ph.D. in International Development and a master's degree in Public and Private Management. She is certified in ROI evaluation and has earned the designation of Certified Performance Technologist.
She has authored a number of publications on the subject of accountability and ROI, including Show Me the Money (Berrett-Koehler, 2007); The Value of Learning (Pfeiffer, 2007); Return on Investment Basics (ASTD, 2005); Proving the Value of HR: How and Why to Measure ROI (SHRM, 2005); Make Training Evaluation Work (ASTD, 2004); The Bottom Line on ROI (Center for Effective Performance, 2002), which won the 2003 ISPI Award of Excellence; ROI at Work (ASTD, 2005); the ASTD In Action casebooks Measuring Return on Investment Vol. III (2001), Measuring ROI in the Public Sector (2002), and Retaining Your Best Employees (2002); the ASTD Infoline series, including Planning and Using Evaluation Data (2003), Mastering ROI (1998), and Managing Evaluation Shortcuts (2001); and The Human Resources Scorecard: Measuring Return on Investment (Butterworth-Heinemann, 2001).
Back to Friday Morning
Friday 10th October 10.05am
Employee Engagement: Building and Measuring Strategies and Tools to Retain the Right People: Dr Theresa M Wellbourne, CEO, eePulse
Theresa M. Welbourne, Ph.D. is the founder, President and CEO of eePulse, Inc. and an Adjunct Professor of Executive Education at the University of Michigan Business School.
As CEO of eePulse, Inc. she leads an organization that delivers web-based leadership tools and research for continuous improvement and change management. Using eePulse's proprietary web-based, enterprise-wide software suite called Measurecom™ (measurement and communication), organizations and leaders immediately improve their performance. Productivity enhancement comes from action taken in response to real-time stakeholder information. Using Pulse Dialogue and Pulse Reporting engines, data are provided as frequently as weekly so that immediate action can be taken to confront "breaking news."
eePulse's solution is based on key findings from Dr. Welbourne's research on high growth and high change organizations. In these studies, she demonstrated the direct effects of leadership and human resource management strategies on firm survival and financial performance (e.g. stock price growth, earnings growth, etc.). Her research has been featured in popular publications such as Inc. Magazine, The Wall Street Journal, Business Week, The New York Times, and Entrepreneur Magazine. Her work has been published in several books and in journals such as the Academy of Management Journal, Journal of Management, Human Resource Planning, Executive Talent, Compensation and Benefits Review, Journal of Applied Psychology, and Journal of High Technology Management Research.
As an Adjunct Professor with Executive Education at the Michigan Business School, she works with the team of world-class educators and researchers renowned for their skill in creating and integrating knowledge with practical application. Their academic backgrounds are coupled with their direct involvement with leading companies worldwide. In fact, Business Week's 2003 Executive Education survey has named Michigan among the top three providers of executive education in the world - a distinction they've been honored to receive throughout the fifteen year history of the ranking.
Back to Friday Morning
Friday 10th October 10.05am
Measuring a Leadership Coaching Programme: Ronan Emmet, Worldwide Director of Evaluation, American Power Conversion Corporation
In today's "always on, always available" world where businesses can't stop and downtime is measured in dollars, American Power Conversion (APC) provides protection against some of the leading causes of downtime, data loss and hardware damage: power problems and temperature. As a global leader in network-critical physical infrastructure (NCPI) solutions, APC sets the standard in its industry for quality, innovation and support. Its comprehensive solutions, which are designed for both home and corporate environments, improve the manageability, availability and performance of sensitive electronic, network, communications and industrial equipment of all sizes.
Its performance has established it among leading businesses worldwide. Accordingly, APC is ranked among the "Fortune 1000" list of the largest U.S. companies and is listed on the Nasdaq 100 and the S&P 500 index.
In this case study Ronan Emmett will report on a Coaching for Development Program delivered in Brussels, Belgium, for APC by the Center for Creative Leadership. The case study illustrates how ROI can be obtained on a soft skills program and also how action planning can be effectively used to gather important impact data.
Back to Friday Morning
Friday 10th October 10.05am
Implementing ROI to show value in the Training Networks Programme: Alan Nuzum, CEO, Skillnets Ireland
Alan Nuzum is Chief Executive Officer of Skillnets - an innovative approach to workplace training and development which provides funding and support to enterprise-led learning networks.
Alan will show how Skillnets implemented the most comprehensive pilot programme of impact measurement of training ever undertaken in Ireland, the challenges involved and how they were overcome, and the lessons for companies to achieve effective implementation. Skillnets continues to develop innovative approaches to utilising evaluation in its networks and member companies.
Prior to joining Skillnets in 2003, he held a variety of management roles within HR, Training, Operations and Customer Service in the UK and Ireland in the foodservice, technology, consulting and executive education sectors.
He holds an M.B.A. from The Smurfit Graduate Business School, UCD, and is an Associate Lecturer with the Open University Business School. He is a member of the Chartered Institute of Personnel and Development (MCIPD). He is a member of the Expert Group on Ireland's Future Skill Needs and has been appointed to the recently formed Irish Government Management Development Council.
Back to Friday Morning
Friday 10th October 11.15am
Measuring Value for Training in Irish Government Departments: Mary Bergin, Assistant Principal Officer, Civil Service Training and Development Centre, Ireland.
Mary Bergin is a Training Specialist with the Irish Civil Service Training and Development Centre. The CSTDC is responsible for ensuring a culture of continuous learning which supports a highly motivated, dynamic, flexible and responsive Civil Service delivering on business objectives and providing high quality services to the community. It achieves this through effective implementation of the Framework for Civil Service Training & Development 2004-2008.
Mary facilitates the Departmental Training Officers Network which provides a forum to share information and address issues of common concern, in particular in light of the number of newly appointed Training Officers.
Throughout 2008 she is leading a major initiative involving training officers from all Government Departments. This involves the design and delivery of an Evaluation-Return on Investment Training Programme - with particular emphasis on completing and establishing conclusively a Return on Investment for a Training Course relevant to each particular Department /Office /Agency.
The need for the programme has emerged from the relatively high level of investment in training within the Civil Service and the need for proper assessment and evaluation systems in the Value for Money Report of the Comptroller and Auditor General on Training and Development in the Civil Service.
Back to Friday Morning
Friday 10th October 11.15am
ROI of Meetings and Events: Measuring the impact of meetings, events and conferences using the Phillips ROI Methodology: Dr Elling Hamso, Director of the European ROI Events Institute, Norway.
Elling Hamso is a Meeting Management Consultant based in Norway. He has spent most of his career as a senior executive in the Norwegian oil and gas industry and later as a management consultant. He started an independent meeting planning company in Norway in 2000 and the Event ROI Institute together with Bernhard Aggeler in Switzerland in 2005. He is Past President of Meeting Professionals International Norway Chapter and has been a member of MPI's European Council and Research Advisory Panel. Conference & Incentive Travel Magazine ranked him 5th on their list of the 50 most influential people in the UK meetings and events industry in 2006 and the Swedish magazine Meetings International placed him as number 11 on their list of the 100 'hottest names' in the Scandinavian meetings industry.
Hamso is a Management Sciences graduate and holds a Ph.D. in supplier - customer relationship strategies from Manchester University.
Back to Friday Morning
Friday 10th October 11.15am
Measuring the Impact of Business Networks: An Irish Case Study: Dermot O'Doherty, InterTradeIreland
Dermot O'Doherty is Senior Advisor at InterTradeIreland and a renowned specialist in the field of business networks and clusters. InterTradeIreland is one of six Cross-Border Bodies established under the Belfast Agreement. Its Corporate Plan sets out its Mission, Strategic Objective and Performance Indicators as: -To enhance the global competitiveness of the all-island economy to the mutual benefit of Ireland and Northern Ireland, through measures such as the creation of knowledge-intensive all-island trade and business development networks and the implementation of all-island trade and business development programmes.
The creation of new all-island networks and the development of the existing all-island networks to build competitive advantage is one of the main components of its Corporate and Business Plans.
Networks have, and continue to play an important role in industrial development throughout Ireland but this has often gone unrecorded and unrecognised. InterTradeIreland believes that one of the primary reasons for this is the lack of a credible, practical and easy to use methodology for measuring the impact of networks.
Following a public tendering procedure the Impact Measurement Centre was appointed in September 2007 and tasked to undertake and complete a project the result of which was using the Jack Phillips ROI Methodology™ and adapting it for use in the measurement of business networks. The Phillips methodology has previously been adapted to a number of non-training interventions and the benefits of this prior work was drawn upon in the project.
Dermot will examine how the process was undertaken, the specific features of the adaptation of the Phillips ROI Methodology™ to business networks, and the outcome of the pilot testing of the adapted methodology, as well as conclusions and recommendations on how to improve the monitoring and evaluation processes for business network projects.
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