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ROI Forecasting

  • May 11, 2021
  • 11:45 AM - 1:30 PM
  • Virtual via Zoom
  • 47


  • This is for Bay Colonies Chapter Members who register in advance.
  • Members of other local ATD Chapters (other than Bay Colonies) are welcome to join us for the member rate. Please contact a board member or communications@atdbaycolonies.org for the registration code.
  • This is for individuals who are not ATD Chapter Members who register in advance.
  • This rate is for full-time students who register in advance of the session.

ROI Forecasting

What happens if a project is needed, but no budget is available, or the budgets have been reduced significantly?

Join us in May when  Jack J. Phillips, Ph.D., chairman, ROI Institute, Inc. returns to ATD Bay Colonies to speak to us about ROI Forecasting. After the session, those in attendance can participate in a virtual drawing to win a copy of the book, The Consultant's Guide to Results-Driven Business Proposals: How to Write Proposals That Forecast Impact and ROI (McGraw-Hill, 2010), written by Jack Phillips, Ph.D. and Patricia Pulliam Phillips, Ph.D.

This session will describe how to create a forecast for an unexpected or unplanned project. This type of forecast connects the proposed performance improvement solution to business measures that will improve if this project is implemented. When the monetary value of this improvement is calculated and compared to the project’s projected cost, a financial ROI is forecasted. The challenge is to be conservative with analysis and credible with the conclusions. 

Using the ROI Methodology® as a framework, this process will forecast data at five levels, plus intangibles.  When conservative standards are used and presented in a very compelling way, this makes an excellent argument for allocating the funds, even in tough times.


At the end of this session, participants should be able to:

  1. List the five levels of data that are present with any performance improvement project.
  2. Identify the data needed by executives along with their expectations.
  3. Select the experts to provide data to make the estimates for a forecast.
  4. Forecast the impact, ROI, and intangibles of an important performance improvement project.
  5. Present the ROI forecast in a compelling way.
  6. Describe an example of an actual ROI forecasting case study.
Presenter Bio:
Dr. Jack J. Phillips, a world-renowned expert on accountability, measurement, and evaluation, is chairman of ROI Institute, Inc. Phillips provides consulting services for Fortune 500 companies and major global organizations. The author or editor of more than 100 books, he conducts workshops and presents at conferences throughout the world.

Phillips has received several awards for his books and work. On three occasions, Meeting News named him one of the 25 Most Powerful People in the Meetings and Events Industry, based on his work on ROI. 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 for his work on ROI. The International Society for Performance Improvement presented Jack with its highest award, the Thomas F. Gilbert Award, for his contribution to human performance technology. In 2019, Jack, along with his wife Patti P. Phillips, received the Distinguished Contributor Award by the Center for Talent Reporting for their contribution to the measurement and management of human capital. His work has been featured in the Wall Street Journal, BusinessWeek, and Fortune magazine. He has been interviewed by several television programs, including CNN. Phillips served as President of the International Society for Performance Improvement in 2012-2013.

Jack regularly consults with clients in manufacturing, service, and government organizations in 70 countries in North and South America, Europe, Africa, Australia, and Asia.

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