july 2018 crp - lgu.edu.lb€¦ · textiles, metals, construction materials, and banking). phillips...

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ROI Certification is a globally‐renowned process focused on measuring the true value of tough‐to‐measure initiatives using the ROI Methodology. Participating in ROI Certification is the most comprehensive way to gain the skills to evaluate your major programs and report the most credible results that drive organizational improvements. What is ROI Certification? Dr. Jack Phillips Facilitated by World Renowned and Award Winning Thought Leader What does it include? ROI Cerficaon is composed of a 5‐day in‐person course and one‐on‐one virtual assistance from an ROI Consultant to help you conduct your first ROI Impact Study (a comprehensive report of results using the ROI Methodology). Once your study is submied and demonstrates competency of applying the ROI Methodology, you will receive the designaon of Cerfied ROI Professional (CRP), joining you with an elite group of professionals who have this capability. How does it help my company? Cerficaon provides assurance that the parcipant is capable of implemenng the ROI Methodology and conducng ROI impact studies. This cerficaon is the only process available to provide the employer with the evidence and assurance about capability in measurement and evaluaon, including return on investment. This cerficaon is becoming an important credenal for selecng, placing, compensang, and promong employees in relevant job assignments. The individuals who possess this unique capability are oen in demand, and command higher salaries in the marketplace. Certain jobs have this cerficaon as one of the prerequisites. Human Resources/Human Capital Training/Learning/Development Leadership/Coaching/Mentoring Knowledge Management/Transfer Recognion/Incenves/Engagement Change Management/Culture Talent Management/Retenon Policies/Procedures/Processes Organizaon Development/Consulng Public Policy/Social Program Healthcare Iniaves Schools/Colleges/Universies This program has been approved for 32 (HR General) Recerficaon Credit Hours toward PHR, SPHR and GPHR recerficaon through the HR Cerficaon Instute (HRCI). Who should aend? . . . . . . . . . . . . LEARN MORE AT WWW.ROIINSTITUTE.NET LOCATION DATE 16th to 20th of July 2018 CRP Cerfied ROI Professional He is recognized around the world for his work with measurement, evaluation and ROI. PREWORK & PRE‐REQUISITE Idenfy a project for ROI evaluaon Prepare for the basics. Parcipant must get a live Case from their organizaon CRP A Competency Building Workshop CONTACT BCTS T: +961 1 382 402 M: + 961 76 11 66 43 E: [email protected] Measuring ROI in Learning & Development and HR Initiatives Globally accepted number 1 source 16th - 20th July 2018 Lebanon

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Page 1: July 2018 CRP - lgu.edu.lb€¦ · textiles, metals, construction materials, and banking). Phillips has served as training and development manager at two Fortune 500 firms, ... Maximizing

ROI Certification is a globally‐renowned process focused on measuring the truevalue of tough‐to‐measure initiatives using the ROI Methodology. Participatingin ROI Certification is the most comprehensive way to gain the skills to evaluateyour major programs and report the most credible results that driveorganizational improvements.

What is ROI Certification?

Dr. Jack Phillips

Facilitated by

World Renowned and Award

Winning Thought Leader

What does it include?ROI Cer�fica�on is composed of a 5‐day in‐person course and one‐on‐one virtualassistance from an ROI Consultant to help you conduct your first ROI ImpactStudy (a comprehensive report of results using the ROI Methodology). Once yourstudy is submi�ed and demonstrates competency of applying the ROIMethodology, you will receive the designa�on of Cer�fied ROI Professional (CRP),joining you with an elite group of professionals who have this capability.

How does it help my company?Cer�fica�on provides assurance that the par�cipant is capable of implemen�ngthe ROI Methodology and conduc�ng ROI impact studies. This cer�fica�on isthe only process available to provide the employer with the evidence andassurance about capability in measurement and evalua�on, including return oninvestment. This cer�fica�on is becoming an important creden�al for selec�ng,placing, compensa�ng, and promo�ng employees in relevant job assignments.The individuals who possess this unique capability are o�en in demand, andcommand higher salaries in the marketplace. Certain jobs have this cer�fica�onas one of the prerequisites.

Human Resources/Human Capital

Training/Learning/Development

Leadership/Coaching/Mentoring

Knowledge Management/Transfer

Recogni�on/Incen�ves/Engagement

Change Management/Culture

Talent Management/Reten�on

Policies/Procedures/Processes

Organiza�on Development/Consul�ng

Public Policy/Social Program

Healthcare Ini�a�ves

Schools/Colleges/Universi�es

This program has been approved for 32 (HR General) Recer�fica�on Credit Hours towardPHR, SPHR and GPHR recer�fica�on through the HR Cer�fica�on Ins�tute (HRCI).

Who should a�end?............

LEARN MORE AT WWW.ROIINSTITUTE.NETLOCATION DATE

16th to 20th of July 2018

CRPCer�fied ROI Professional

He is recognized around the world for his work with measurement, evaluation and ROI.

PREWORK & PRE‐REQUISITEIden�fy a project for

ROI evalua�onPrepare for the basics.

Par�cipant must get a live Case from their organiza�on

CRPA Competency Building Workshop

CONTACT

BCTST: +961 1 382 402M: + 961 76 11 66 43E: [email protected]

Measuring ROI in Learning & Development and HR InitiativesGlobally accepted number 1 source

16th - 20th July 2018 Lebanon

Page 2: July 2018 CRP - lgu.edu.lb€¦ · textiles, metals, construction materials, and banking). Phillips has served as training and development manager at two Fortune 500 firms, ... Maximizing

Facilitated by

World Renowned and Award

Winning Thought Leader

Dr. Jack PhillipsAs a world-renowned expert on measurement and evaluation, Dr. Jack J. Phillips provides consulting services for Fortune 500 companies and workshops for major conference providers throughout the world. Phillips is also the author or editor of more than 50 books 14 about measurement and valuation and more than 100 articles.

His expertise in measurement and evaluation is based on almost thirty years of corporate experience in five industries (aerospace, textiles, metals, construction materials, and banking). Phillips has served as training and development manager at two Fortune 500 firms,

senior HR officer at two firms, president of a regional federal savings bank, and management professor at a major state university.

In 1992, Phillips founded Performance Resources Organization (PRO), an international consulting firm to provide comprehensive assessment, measurement, and evaluation services for organizations. In 1999, PRO was acquired by the Franklin Covey Company where PRO was called The Jack Phillips Center for Research. Following the completion of this Franklin Covey contract in 2004, Phillips took the position of Chairman of the ROI Institute, Inc. The ROI Institute is an independent, leading provider of measurement and evaluation services to the global business community. Phillips consults with clients in manufacturing, service, and government organizations in 40 countries. He leads the research and publishing efforts that support the knowledge and development of assessment, measurement, and evaluation.

Some of the Books (Authored/Co- Authored)

Making Human Capital Analytics Work: Measuring the ROI of Human Capital Processes and Outcomes, McGraw Hill Education, 2015

Measuring the Success of Leadership Development: A Step-by-Step Guide for Measuring Impact and Calculating ROI, ATD, 2015

Performance Consulting: A Strategic Process to Improve, Measure, and Sustain Organizational Results, Berrett-Koehler Publishers, Inc

Maximizing the Value of Consulting: A Guide for Internal and External Consultants, Wiley, 2015

High-Impact Capital Strategy: Addressing the 12 Major Challenges Today's Organizations Face, American Management Association (AMACOM), 2015

Measuring ROI in Environment, Health, and Safety, Wiley, 2014

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ASSOCIATIONS AND AFFILIATIONS

American Society of Training and Development

International Society for Performance Improvement

Society for Human Resource Management

Human Resource Planning Society

The Industrial Relations Research Association

American Management Association

Academy of Management

Academy of Human Resource Development

American Society for Quality

The Association for Quality and Participation,

ROI Network.

..........

Over 5,000 organizations including...

Bring in a real-time project to build your skills with an example from your workplace

CRPCer�fied ROI Professional

CRP

Page 3: July 2018 CRP - lgu.edu.lb€¦ · textiles, metals, construction materials, and banking). Phillips has served as training and development manager at two Fortune 500 firms, ... Maximizing

CRPCer�fied ROI Professional

CRP

Bring in a real-time project to build your skills with an example from your workplace

Workshop Agenda

a. Introduc�on and Readiness to Learnb. Expecta�onsc. The Business Case for ROId. Overview of the ROI Processe. Evalua�on Planningf. Developing Objec�ves for Plang. Case Applica�onh. Assignments

Day 1 Day 2 a. Business Alignmentb. Objectives at Higher Levelsc. Data Collection Pland. Collecting Data During Programse. Collecting Data on a Follow‐Upf. Sampling for Data Collectiong. Case Applicationh. Prepare for Presentations

Day 3 a. Guiding Principlesb. Isolating the Effects of Programsc. Team Presentations to Executives(Simulated)

Day 4 a. Converting Data to Moneyb. Costs/ROIc. Intangible Benefitsd. Case Applicatione. Forecasting ROIf. Individual project planning

Day 5 a. Communication of Resultsb. Implementation of the ROI Methodologyc. Individual Project Planningd. Individual Project Plan Presentationse. Next Steps – Follow up

Post Workshop Follow‐UpThe purpose of the ROI Certification is to help participants build capability in applying the ROI Methodology. This requires participants to actually apply what they learn in the workshop to a project. As such, the ROI Certification process does not end on the last day of the workshop. As participants apply the content, they will have access to ROI Institute resources including their Directorof ROI Implementation to help them successfully complete their study.

Upon completion and approval of their evaluation project, participants will be awarded the Certified ROI Professional designation

Page 4: July 2018 CRP - lgu.edu.lb€¦ · textiles, metals, construction materials, and banking). Phillips has served as training and development manager at two Fortune 500 firms, ... Maximizing

CRPCer�fied ROI Professional

CRP

Bring in a real-time project to build your skills with an example from your workplace

When it comes to showing the value of your project or program:

Hope isnot a

strategy

Luck isnot afactor

Doingnothing is

not anoption

There are five elements to this comprehensive evaluation system

The ROI Methodology is a balanced approach to measurement that Captures five levels of outcome data:

Reaction and Planned Action

Learning

Application and Implementation

Impact (Tangibles and Intangibles)

Return on Investment

Chain of impact

LEVEL 1

LEVEL 2LEVEL 3

LEVEL 4LEVEL 5

Evaluation FrameworkThe V‐Model provides alignment, connecting needs assessment with evaluation using five level of data.

Payoff Needs

Business Needs

Performance Needs

Learning Needs

Preference Needs

Input Needs

ROI Objective

Impact Objectives

Application Objectives

Learning Objectives

Reaction Objectives

Input Objectives

ROI

Impact

Application

Learning

Reaction

Inputs

ROI Process ModelProjectBusiness Alignment and Forecasting

Measu

remen

t and

Evaluatio

nIn

itia

l An

alys

is

Page 5: July 2018 CRP - lgu.edu.lb€¦ · textiles, metals, construction materials, and banking). Phillips has served as training and development manager at two Fortune 500 firms, ... Maximizing

CRPCer�fied ROI Professional

CRP

Bring in a real-time project to build your skills with an example from your workplace

The 10 steps in the ROI Methodology are logical and systematic, often labeled the enhanced logical framework.

Addressing the Five Types of Analytics Projects

1. Converting Data to Money2. Showing Relationships and Causation3. Applying Predictive Models4. Conducting Impact and ROI Analysis5. Forecasting ROI

A Process Model

Applications and PracticeThis is the most used and implemented evaluation system in the world.

The step‐by‐step process for developing Impact and ROI studies for programs, projects, and solutions is being used in the following areas:

• Human Resources/Human Capital• Training/Learning/Development• Leadership/Coaching/Mentoring• Knowledge Management/Transfer• Organization Development/Consulting• Policies/Procedures/Processes• Recognition/Incentives/Engagement• Change Management/Culture• Technology/Systems/IT• Green Projects/Sustainability Projects• Safety/Health/Fitness Programs

• Talent Management/Retention• Project Management Solutions• Quality/Six Sigma/Lean Engineering• Ethics/Compliance/Risk• Meetings/Events/Conferences• Marketing/Advertising/Promotion• Creativity/Innovation• Communications/Public Relations• Public Policy/Social Programs• Schools/Colleges/Universities• Healthcare Initiatives

Over case studies have been published.400

Page 6: July 2018 CRP - lgu.edu.lb€¦ · textiles, metals, construction materials, and banking). Phillips has served as training and development manager at two Fortune 500 firms, ... Maximizing

CRPCer�fied ROI Professional

CRP

Bring in a real-time project to build your skills with an example from your workplace

ImplementationTo implement the ROI Methodology and sustain its use for years requires several steps:

• Set specific goals and targets for implementing• Determine specific roles and respoansibilities for analytics, measurement, and evaluation• Conduct meetings and formal sessions to develop awareness and capability• Establish an internal ROI/analytics network for sharing information (if feasible)• Conduct ROI studies routinely• Use tools and templates to make the process easier and more efficient• Report progress and adjust tactics• Improve management commitment and support for the ROI Methodology• Consider measuring the ROI on the ROI implementation

Designed for these important groups:

Team members whoevaluate projectsneed a simple,user‐friendly process.

Senior managers,sponsors, and clientswho fund, initiate, andsupport projects needa credible outcomebased on aconservative process.

Researchers,professors, andcritics who mustsupport the analysisneed a provenprocess that is logical,reliable, and valid.

1 2 3

What percent of your programs are evaluated at each level?

All programs are not evaluated to every level. How does your evaluation compare to the recommended use?

Level Measurement Category Current Status* Recommended(Percent of programs evaluated

at this level)

CommentsAbout Status

InputsMeasures inputs including number of programs, participants, audience, costs, and afficienciesReactionMeasures reaction to, and satisfaction with, the experience, ambiance, content, and value of the program

LearningMeasures what participants learned in the project‐information, knowledge, skills, and contacts (takeaways from the program)

Application and ImplementationMeasures progress after the program— the use of information, knowledge, skills, and contactsImpactMeasures changes in business impact variables such as output, quality, time, and cost linked to the program

ROICompare the monetary benefits of the business impact measures to the costs of the program

100%

90‐100%

60‐80%

30%

10‐20%

5‐10%

This is beingaccomplished now

Need more focuson content andperceived value

Must use simplelearning measures

Need morefollow‐up

This is theconnection tobusiness impact

The ultimateevaluation

0

1

2

3

4

5

Do the Math

Page 7: July 2018 CRP - lgu.edu.lb€¦ · textiles, metals, construction materials, and banking). Phillips has served as training and development manager at two Fortune 500 firms, ... Maximizing

OBJECTIVESOF ROI

CERTIFICATIONAfter attending this program, participants should be able to:

Align programs to business needs

Develop application andimpact objectives

Apply the evaluation methodology toa specific program

Identify the five levels of evaluation

Determine the best data collectiontiming and methods

Experience each step in theROI Methodology

Measure the contribution of programs

ROI

Bring in a real-time project to build your skills with an example from your workplace

Convert both tangible and intangiblebenefits into monetary values

Apply simple statistical tools todata analysis

Analyze data and calculatethe actual financial ROI

Enhance program results andimprove programs

Report results to appropriatetarget audiences

Implement and sustain theROI Methodology

CRPCer�fied ROI Professional

CRP

Page 8: July 2018 CRP - lgu.edu.lb€¦ · textiles, metals, construction materials, and banking). Phillips has served as training and development manager at two Fortune 500 firms, ... Maximizing

CRPCer�fied ROI Professional

CRP

Name:

Designation:

Tel/Mobile/Fax:

Email Id:

Organisation:

Address:

Approving Authority Name: Signature:

I / We / would like to attend / nominate the following

Delegate 1 Delegate 2 Delegate 3

Designation:

Terms & Conditions

Fees are inclusive of all program documents, lunch on both conference days and refreshments. The fees do not cover travel and accommodation costs. Following completion and return of the registration for including the authorized signature, full payment is required within 5 working days from receipt of invoice. PLEASE NOTE: payment must be received prior to the conference date. Admission to the event cannot be guaranteed if the payment has not been received by BCTS.

1.

All Intellectual Property Rights in all materials produced or distributed by ROI Institute and BCTS in connection with this event is expressly reserved and any unauthorized duplication, publication or distribution is prohibited.

2.

3. Workshop content can be subject to change without notice and does not impact the Terms and Conditions specified in 1. and2.With his or her signature, the delegate acknowledges that they have read and understood all terms of this contract including,without limitation, the provisions relating to cancellation and to payment terms.

Fees for 1 Delegate

Packages for Delegate

$ 3,995 + 11% VAT

I enclose my Cheque/Draft payable to BCTS,Furn El Chebback, Rizkallah Semaan Street, Scania Center, 3rd floor

Please tick

I am paying by bank transfer (copy attached)

Bank Details

Beneficiary Name: BCTSBank Name: Audi BankBank Address: Furn El Chebback-LebanonBranch: Furn El Chebback (035)Account No.: 462401 461 002 035 05Currency: U.S.DollarsSwift Code/ Other (Specify): AUDBLBBXIBAN: LB 42 0056 0004 6240 1461 0020 3505

EASY STEPS TO REGISTER:

Call BCTS on +961 1 382 402

Return the completed registration form to us at the address above

Fees for 3 Delegate 10% Disscount

Fees for 5 Delegate 15% Disscount

Delegate

REGISTRATION FORM

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Cancellation Policy:In case that Client is not able to attend personally A replacement participant is always welcomed at no additional charge if Client informs BCTS at least 5 days prior to the course date.For cancellations received in writing more than seven (10)days prior to the course Client is entitled to pay full amount (100%) stated on the invoice and it will receive Credit Voucher that can be used in any of upcoming courses by BCTS within one year form the day of issuance.In case of no show on the event day, the Client is assumed to have cancelled his/her seat and full payment is required as per invoiced.In the event that BCTS cancels or postpones an event due to circumstances beyond its control, participants payments at the date of cancellation or postponement will be credited to a future scheduled BCTS event within one year form the day of issuance. Should event be cancelled due to an act of terrorism, fortuitous events, extreme weather conditions, industrial action, or any reason beyond management control, BCTS shall endeavor to reschedule but the client hereby indemnifies and holds Yoogma Business Events harmless from and against any and all costs including airfare, hotel and other costs, damages and expenses, including attorney fees.