Measuring & Maximising Training ROI
- Select programmes suitable for ROI evaluation and define impact objectives with business stakeholders.
- Develop a data collection plan covering reaction, learning, application, impact and ROI levels.
- Isolate the effects of training using control groups, trend analysis or structured estimates.
- Convert impact data such as productivity, errors and turnover into monetary values.
- Calculate fully loaded programme costs, ROI percentage and benefit-cost ratio.
- Identify barriers and enablers to learning transfer and recommend actions that increase return.
- The Business Case for Training ROI
- Why measure return on learning investment
- Levels of evaluation and the chain of impact
- Choosing which programmes to evaluate
- Planning the Impact Study
- Aligning objectives with business needs
- Data collection and ROI analysis plans
- Agreeing measures with stakeholders
- Collecting Application and Impact Data
- Questionnaires, interviews and action plans
- Using operational and HR performance data
- Timing and response rates
- Isolating Effects and Converting to Money
- Control groups, trend lines and estimates
- Standard values and expert input
- Handling intangible benefits
- Costs, ROI and Reporting
- Fully loaded cost calculation
- ROI percentage and benefit-cost ratio
- Communicating results to executives
- Maximising Return
- Designing programmes for impact
- Manager involvement and transfer of learning
- Using evaluation results to reallocate budgets
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Program Professional Framework
Measuring & Maximising Training ROI
Program Overview
Executives increasingly ask what the organisation gets back from its investment in learning. This course applies the Phillips ROI Methodology to show participants how to plan an impact study, collect reaction, learning, application and impact data, isolate the effects of training from other factors, convert results into monetary value, calculate fully loaded costs, and report ROI and benefit-cost ratios credibly. Equal attention is given to maximising return by designing for impact, securing manager support and improving transfer of learning to the job.
Learning Outcomes
- ✓Select programmes suitable for ROI evaluation and define impact objectives with business stakeholders.
- ✓Develop a data collection plan covering reaction, learning, application, impact and ROI levels.
- ✓Isolate the effects of training using control groups, trend analysis or structured estimates.
- ✓Convert impact data such as productivity, errors and turnover into monetary values.
- ✓Calculate fully loaded programme costs, ROI percentage and benefit-cost ratio.
- ✓Identify barriers and enablers to learning transfer and recommend actions that increase return.
Target Audience
- Learning and development managers
- Training evaluation and quality specialists
- HR analytics and workforce planning staff
- Finance business partners supporting HR investment decisions
Detailed Program Modules
01The Business Case for Training ROI
- Why measure return on learning investment
- Levels of evaluation and the chain of impact
- Choosing which programmes to evaluate
02Planning the Impact Study
- Aligning objectives with business needs
- Data collection and ROI analysis plans
- Agreeing measures with stakeholders
03Collecting Application and Impact Data
- Questionnaires, interviews and action plans
- Using operational and HR performance data
- Timing and response rates
04Isolating Effects and Converting to Money
- Control groups, trend lines and estimates
- Standard values and expert input
- Handling intangible benefits
05Costs, ROI and Reporting
- Fully loaded cost calculation
- ROI percentage and benefit-cost ratio
- Communicating results to executives
06Maximising Return
- Designing programmes for impact
- Manager involvement and transfer of learning
- Using evaluation results to reallocate budgets
Training Methodology
Applied Project & Assessment
Applied Project
Participants prepare an ROI impact study plan for a real programme in their organisation, including objectives by level, data collection methods, an isolation technique, cost breakdown and a sample ROI calculation with assumptions.
Assessment
Short diagnostic at the start, practical tasks linked to each learning outcome, and evaluation of the applied project against published criteria.


