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Calendar of events 2020 - 2021

Upcoming events

    • May 07, 2021
    • 7:30 AM - 9:00 AM (EDT)
    • Virtual via Zoom

    All chapter members are welcome to attend board meetings. Please email president@atdbaycolonies.org at least 3 business days prior to the meeting if you plan to attend and a Zoom link will be sent to you. In addition, board meeting minutes are provided online to all members.

    • May 11, 2021
    • 11:45 AM - 1:30 PM (EDT)
    • Virtual via Zoom
    • 74

    ROI Forecasting

    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.

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

    Perhaps the only opportunity you may have is to show the project’s value compared to the cost. An ROI forecast will show the monetary value that the project will deliver compared to the proposed cost of the project. If there is a significant positive difference, this may convince executives to move forward and implement the project. Therefore, the challenge is to make a compelling business case, one that will convince even the most conservative CFO to allocate funds for the project.

    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.

Past events

April 14, 2021 Dynamics of Leadership and Change, During and After COVID-19
April 02, 2021 Board Meeting
March 26, 2021 The Dynamics of Communication: Using a Systems Thinking Framework
March 05, 2021 Board Meeting
February 25, 2021 Gaming for Virtual Engagement
February 05, 2021 Board Meeting
January 26, 2021 Conversation with Bob Mosher
January 08, 2021 Board Meeting
December 09, 2020 Charity and Cheer! Virtual Social Trivia Night
December 04, 2020 Board Meeting
November 12, 2020 Learning from the outside
November 06, 2020 Board Meeting
October 21, 2020 Let’s Talk About: Unconscious Bias
September 25, 2020 Thriving in a Remote Environment
June 18, 2020 The Bottomline on ROI: Demonstrating the ROI of Virtual Learning Programs
May 28, 2020 Instructional Design Stories from Times of Crisis
May 14, 2020 Let's Discuss: L&D now and in the future
April 27, 2020 Learning Leaders Responding to Uncertain Events
April 09, 2020 Let's Do this together: Collaborating through L&D during COVID-19
March 04, 2020 Trends in Virtual Learning: A Look Ahead for Training Professionals
January 21, 2020 Being Present in 2020
December 09, 2019 Charity and Cheer! Trivia Night at Chelo's on the Waterfront
November 20, 2019 Let's Talk About: Inclusion
October 30, 2019 Design Thinking: A Deep Dive
September 24, 2019 Conversation with Elliott ... Future of Learning
June 06, 2019 Old Time Bowling
May 20, 2019 Multigenerational Learning
April 24, 2019 The Learnies - VR/AR Cookoff
March 28, 2019 2019 ATD New England Area Conference
January 08, 2019 Future Visions of L&D with VR, AR and AI
December 13, 2018 Charity and Cheer! Trivia Night at the Rhode Island Yacht Club
November 15, 2018 Uncovering Unconscious Biases in Learning
October 29, 2018 Design Thinking: Innovation and Design Workshop
September 11, 2018 Learning the Tools of Graphic Facilitation
June 06, 2018 Learning and Libation
April 24, 2018 Video Test Flight
March 22, 2018 2018 ATD New England Area Conference
February 27, 2018 Immersive Learning Technology with VR/AR
February 23, 2018 Virtual Session: Measure, Communicate, and IMPROVE
January 30, 2018 Measure, Communicate, and IMPROVE
December 07, 2017 Charity and Cheer with Judith Bowman of Protocol Consultants
November 14, 2017 Performance Consulting - Don't Just Take Up Space!
October 17, 2017 Exploration into Active Learning
September 20, 2017 Be a Star Facilitator – Engagement through Active Learning
June 09, 2017 Giving Back with DownCity Design
May 12, 2017 Board Meeting
May 09, 2017 Tool and Resource Potluck: Sharing member knowledge
April 14, 2017 Board Meeting
April 12, 2017 Experience the Classroom of the Future
March 30, 2017 2017 ATD New England Area Conference
March 24, 2017 RESCHEDULED DATE: Unleashing a Can-do Learning Culture
March 10, 2017 Board Meeting
February 21, 2017 The Art of Facilitation
February 10, 2017 Board Meeting
January 19, 2017 GAME ON Strategies for Keeping Projects on Track
January 13, 2017 Board Meeting
December 09, 2016 Board Meeting
December 08, 2016 Charity and Cheer!
November 10, 2016 Board Meeting
November 09, 2016 Shifting Mindsets from Trainer to Business Partner
October 18, 2016 Navigating your L&D Career: Perspectives from the Top
October 14, 2016 Board Meeting
September 15, 2016 The Future of Learning Professionals
September 09, 2016 Board Meeting
June 02, 2016 Making Training Stick: Ensuring Transfer
May 04, 2016 Learning Gamification Cook-Off
March 31, 2016 2016 ATD New England Area Conference: Charting the Future of Learning
March 03, 2016 Video for Learning Lab
January 28, 2016 Project Management for Trainers
December 08, 2015 Holiday Cocktail Party in Celebration of Employee Learning Week
November 12, 2015 Performance Consulting and Learning Evaluation
October 13, 2015 Cancelled: Moving from Trainer to Performance Consultant
September 10, 2015 Exploring Today's Learning Trends
May 26, 2015 e-Learning Cook-off! (Free event with advance registration!)
April 16, 2015 Off-Site and On the Mark: Virtual Teams, Real Results
March 26, 2015 ATD New England Area Conf. March 26-27, 2015
March 04, 2015 The March 4th Meeting has been CANCELLED.
December 02, 2014 ATD Holiday Cocktail Party in Celebration of Employee Learning Week
November 05, 2014 Hear David Vance on November 5, 2014
October 06, 2014 2014 ATD Best Award Winner - October 6th
June 12, 2014 New England Area Conference
May 30, 2014 May 30th - Why Her Graphics are Better than Your Graphics
April 22, 2014 April 22nd - Bill Treasurer
January 30, 2014 Ken Philips - Level 4 Evaluations
November 14, 2013 Josh Bersin - November 14th!
October 17, 2013 A Dialogue wth Linda Landry of Nuance Communications: A 2013 ASTD BEST Award Winner
June 13, 2013 Social Media for Trainers
May 17, 2013 The Evolving 21st Century Classroom
April 25, 2013 SAVE THE DATE: ASTD New England Area Conf. April 25-26
March 06, 2013 As a special treat - this next meeting is FREE! JOINT MEETING WITH SRIHRC - Breaking Up With the Performance Review: Secrets to Train Managers on its Replacement
January 18, 2013 The Webinar Manifesto
October 05, 2012 Success in Learning & Development: What Do You Need to Know and Do?
June 13, 2012 Megatrends: Transforming Our World
April 19, 2012 ASTD New England Area Conference
January 27, 2012 Educational Technology: Expanding the Classroom to Facilitate Anywhere / Anytime Learning
December 09, 2011 Just in Time: Innovative Learning to Go! It's Easier than You Think!
September 27, 2011 September 2011 Meeting: Innovations in Learning

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