About Patti Phillips, Ph.D., CPLP

  • Patti Phillips, Ph.D.
    President and CEO

    Dr. Patti Phillips is president and CEO of ROI Institute, Inc., the leading source of ROI competency building, implementation support, networking, and research. A renowned expert in measurement and evaluation, she helps organizations implement the ROI Methodology in 60 countries around the world. Her work has been featured on CNBC, EuroNews, and over a dozen business journals.

    Phillips serves as Principal Research Fellow for The Conference Board where she co-authored the research reports Human Capital Analytics @ Work Volume 1 (2014) andHuman Capital Analytics: A Primer (2012) Human Capital Analytics @ Work Volume 1 (2014).  She serves as Program Director for the Human Capital Analytics 9th Annual Conference and the Human Capital Analytics Council.

    Phillips is lead facilitator for ROI Institute’s ROI Certification process through which she teaches others to implement the ROI Methodology. She also serves as a facilitator for ATD’s Measuring ROI and Measuring Learning Impact workshops, and as professor of practice for The University of Southern Mississippi Gulf Coast Campus Ph.D. in Human Capital Development program. Phillips serves on the faculty for the UN System Staff College in Turin, Italy, where she teaches the ROI Methodology through their Evaluation and Impact Assessment Workshop and Measurement for Results-Based Management. She serves on numerous doctoral dissertation committees, assisting students as they develop their own research on measurement, evaluation, and ROI.

    Phillips’s academic accomplishments include a Ph.D. in International Development and a master’s degree in Public and Private Management. She is a certified in ROI evaluation and has been awarded the designations of Certified Professional in Learning and Performance and Certified Performance Technologist.

    She, along with her husband Jack Phillips, contributes to a variety of journals and has authored a number of books on the subject of measurement, evaluation, analytics, and ROI. Titles include: Making Human Capital Analytics Work (McGraw-Hill, 2015);Measuring ROI In Environment, Health and Safety (Wiley 2014); Measuring the Success of Learning through Technology (ASTD, 2014); Measuring the Success of Organization Development (ASTD Press, 2013); Survey Basics (ASTD, 2013); Measuring the Success of Sales Training (ASTD Press, 2013); Measuring ROI in Healthcare (McGraw-Hill, 2012); 10 Steps to Successful Business Alignment (ASTD Press, 2012); Measuring the Success of Coaching (ASTD Press, 2012); The Bottomline on ROI 2nd Edition (HRDQ, 2012);Measuring Leadership Development: Quantify your Program’s Impact and ROI on Organizational Performance (McGraw-Hill, 2012); Measuring ROI in Learning and Development: Case Studies from Global Organizations (ASTD , 2011); The Green Scorecard: Measuring the ROI  in Sustainability Initiatives (Nicholas Brealey, 2011);Return on Investment in Meetings and Events: Tools and Techniques to Measure the Success of All Types of Meetings and Events (Elsevier, 2008); Show Me the Money: How to Determine ROI in People, Projects, and Programs (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); ASTD In Action casebooks Measuring ROI in the Public Sector (2002); Retaining Your Best Employees(2002); Measuring Return on Investment Vol. III (2001); ASTD Infoline series, includingPlanning and Using Evaluation Data (2003); Managing Evaluation Shortcuts (2001);Mastering ROI (1998); and The Human Resources Scorecard: Measuring Return on Investment (Butterworth-Heinemann, 2001).