Do you need to demonstrate the value of potential and existing programs, projects, and initiatives, but lack the knowledge, skill, or experience?

Close this gap by mastering the ROI Methodology

through participation in the ROI Certification process.

Certification Program

ROI Certificate

June / September


Virtual, On Demand


 Jack J. Phillips –  Chairman ROI Institute

Patti P. Phillips – Co-Founder & CEO of ROI Institute

ROI Certification program is the most comprehensive way to gain the skills, resources, and knowledge to measure the value of projects and programs of all types–down to the financial return on investment (ROI).

The certification proves aquiring of the ROI Methodology® as you will learn to apply the ROI Process Model — a results-based method for developing application impact objectives, developing data collection plans, collecting various types of hard and soft data, isolating the effects of the program, converting data to monetary values, tabulating appropriate program costs, calculating return-on-investment, and identifying intangible benefits.


The program includes a five-day course surrounding the ROI Methodology, a systematic approach to program evaluation that is proven to deliver accurate and credible results.

Get ready to come prepared to apply the ROI Methodology® within your organization. After the course you will receive one-on-one support as you conduct your first Impact/ROI study in your own organization.

Upon demonstrating competency in applying the ROI Methodology, you will earn the prestigious designation of Certified ROI Professional (CRP).


Full Price: 3950

Special Price for RoMarketing local partners: 3150


 Payment options and terms are available.   

 Please contact Emilia Bradea Popescu – Certified ROI Professional, for  more details about the Certification program and it’s applicability for your business at:



Join Jack Phillips in learning more about ROI




What to expect:

1. Prior to the Program

Upon registration, you will:

  • Complete the Key Issues and Concerns form.

  • Receive your materials including a workbook, textbooks, and other resources.

  • Select a program or project to evaluate using the ROI Methodology.



2. During the Program

During the program, you will:

  • Participate in person in a 5 day training course.

  • Work in groups on your projects.

  • Go over Case Studies and practice materials 

  • Present a sample ROI project.

  • Work with the book: Value for Money, by Jack Phillips 

3. After the Program

Upon completion of the program, you will:

  • Submit your program evaluation planning documents for review.
  • Engage with your ROI mentor as needed to complete your project.
  • Submit your ROI study for review and feedback.
  • Upon project acceptance, receive the Certified ROI Professional® designation.
  • Continue to engage with members of the ROI Network.
  • Continue taking action toward seamless integration of the
  • ROI Methodology.


This program is for anyone who needs the skills to measure the business impact and ROI of any program or project.
ROI Institute’s Live Virtual ROI Certification is ideal for professionals who benefit most out of group interactions and focused learning.
Participants will develop the capability to demonstrate and enhance the value of their programs. You will also become a member of a global network of professionals who have mastered the ROI Methodology.
Upon completion and acceptance of your ROI study, you will be awarded the Certified ROI Professional designation.


BENEFITS of participation:

During the workshop, you will:
• Apply the ROI Methodology to a program in your own organization
• Get detailed, first-hand experience with every step • Learn how to measure the contribution of a variety of performance improvement programs
• Learn how to calculate ROI
• Learn how to enhance program results and improve ROI
• Discover how to translate intangible benefits into monetary values
• Practice presenting results of an ROI study

BENEFITS of ROI Certification

  • A comprehensive learning program

  • Detailed workbook, reference book, textbook
  • Job aids, tools, and templates
  • Access to digital copies of published case studies
  • Virtual support through live group coaching
  • Review and feedback of evaluation study
  • Issuance of Certified ROI Professional designation
  • Membership to ROI Institute members-only website complete with tools, templates, resources
  • Right to use materials internally
  • Access to ROI Network


What you’ll learn

The ROI Methodology® is a balanced approach to measurement
that generates six types of data:

• Reaction and Planned Action

• Learning

• Application and Implementation

• Impact

• Return on Investment

• Intangibles

Who will you learn from?

Jack J. Phillips, Ph.D


Jack J. Phillips, Ph.D., chairman of ROI Institute, is a world-renowned expert on accountability, measurement, and evaluation. Jack provides consulting services for Fortune 500 companies and major global organizations, and regularly consults with clients in manufacturing, service, and government organizations in 70 countries. The author or editor of more than 100 books, he conducts workshops and presents at conferences throughout the world and has received several awards and honors for his work.

Jack has enjoyed almost 30 years of corporate experience in the aerospace, textile, metals, construction materials, and banking industries. He has served as training and development manager at two Fortune 500 firms, as senior human resource officer at two firms, and as president of a regional bank. Also, he served as management professor at a major state university.

Jack has undergraduate degrees in electrical engineering, physics, and mathematics; a master’s degree in Decision Sciences from Georgia State University; and a Ph.D. in Human Resource Management from the University of Alabama. He has served on the boards of several private businesses, nonprofits, and associations, including the American Society for Training and Development, the National Management Association, and the International Society for Performance Improvement, where he served as president (2012-2013).

Jack can be reached at

Patricia Phillips, Ph.D


Patricia Phillips is the co-founder and CEO of ROI Institute.
She is a driving force in the global adoption of the ROI Methodology and measurement and evaluation to influence organizational change. Her work as an educator, researcher, consultant, and coach supports leaders as they build the capacity to create and deliver value from investments in all types of endeavors. Her work spans private, public, nonprofit, and nongovernmental organizations.
Patti serves as a member of the Board of Trustees of the United Nations Institute for Training and Research (UNITAR) and the UN System Staff College faculty in Turin, Italy. Additionally, she is chair of the Institute for Corporate Productivity (i4cp) People Analytics Board; Principal Research Fellow for The Conference Board; board member of the International Federation for Training and Development Organizations (IFTDO); and board chair for the Center for Talent Reporting (CTR). In 2015, she was honored by the Association for Talent Development as a Certified Professional in Talent Development (CPTD) Fellow for her contribution to the professionalism of the talent development field.
Patti contributes to various journals and is the author of books on measurement, evaluation, and ROI. CNBC, Euronews, and other news outlets feature her work.
Patti can be reached at

What do other people say about ROI Certification


About ROI Institute worldwide

ROI Institute is the leader in measuring the impact of programs, projects, and initiatives and it operates through a network of partners and associates allover the world with the help of over 100 ROI consultants. Our dedicated team consists of top-minds in the fields of Human Resources, Human Capital Analytics, Marketing & Events, Coaching, Healthcare, etc.

Since 1992, ROI Institute helps organizations worldwide evaluate the success of projects and programs, including measuring the financial return on investment (ROI) by implementing the ROI Methodology into organizations.

How? By providing workshops, consulting, coaching, briefings and presentations, publications, research, and benchmarking.


Facts & Figures about ROI



ROI Certification


Organizations implemented the ROI Methodology Worldwide 


ROI Workshop 


BOOKS Translated into 38 languages

70 Countries+

represented by ROI Institute Partners 

Clienți ROI


In Romania, RoMarketing is the Official ROI Institute Partner, helping companies to get certified and benefit of ROI implementation.





Full Price: 3950

Special Price: 3150

Early bird price – valid until 14.04.2023: 2850 €


 Payment options and terms are available. Please contact Emilia Bradea Popescu – Certified ROI Professional, for more details about the Certification program and it’s  applicability for your business at:



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I want ROI certification for our company.

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