ATD's Handbook for Measuring and Evaluating Training

Patti P. Phillips, PhD, CEO of ROI Institute, is a renowned leader in measurement and evaluation. Patti helps organizations implement the ROI Methodology in more than 70 countries around the world. Since 1997, she has been a driving force in the global adoption of the ROI Methodology and the use of measurement and evaluation to drive organizational change. Her work spans private, public, nonprofit, and nongovernmental organizations. Patti is a member of the board of trustees of the United Nations Institute for Training and Research and the International Federation of Training and Development Organizations. She is the chair of the Institute for Corporate Productivity People Analytics Board; principal research fellow for The Conference Board; board chair of the Center for Talent Reporting (CTR); and is an Association for Talent Development (ATD) Certification Institute CPTD fellow. Patti also serves on the faculty of the UN System Staff College in Turin, Italy. Patti lives in Birmingham, Alabama.

“ATD’s Handbook for Measuring and Evaluating Training is essential for talent development professionals seeking to demonstrate the true impact of their work. With its clear methodologies and actionable insights, it transforms training evaluation into a strategic tool for driving measurable business success.”—Abdulrahman Alsheail, Director General of Human Resources, The Institute of Public Administration, Saudi Arabia“Whether you are new to ROI or an experienced ROI practitioner, the second edition of ATD's Handbook for Measuring and Evaluating Training is a must-read that you will use as a reference guide over and over. The wealth of knowledge contained between the pages is phenomenal!”—Ida Dalessandro-Felix, EMOD, CPC, ACC, CRP, Education Program Director, US Office of Personnel Management“Patti’s knowledge about measuring learning programs is second-to-none and this book helps the talent development professional understand how to put together the puzzle of measurement and evaluation. Using her process and measurement strategy has helped us evaluate and validate our learning programs with our senior leaders to place talent development as a top pillar of our enterprise business strategy.”—Kristine M. Ellis, MEd, MPC, PCC, Director, Talent Development, Florida Blue; A GuideWell Company“It's more critical than ever to elevate our business partnerships with enablement impact mapped to business goals. Patti Phillips, a prominent measurement and evaluation leader, delivers a step-by-step guide that is compelling, comprehensive, and credible. If you invest in one evaluation resource for your L&D strategy, make it this one.”—Jaimie Krause, PhD, Director of Learning and Development, Indeed

• Foreword by Jack J. Phillips, Ph.D.Measurement, Evaluation, and the ATD Capability Model by Courtney VitalKriebs IntroductionAcknowledgments Section I: Evaluation Planning1. Aligning Training to the Business by Faith Krebs 2. Analyzing Performance Gaps by Sardek Love 3. Developing Powerful Program Objectives by Katharine Aldana 4. Planning Your Evaluation Project by Kaycee BuckleySection II: Data Collection5. Designing Surveys to Collect Participant Reaction by Will Thalheimer6. Designing Surveys and Questionnaires for Follow-up Evaluation by CarolineHubble7. Designing and Delivering Tests by Cindy Hill and Eric Vincent 8. Conducting Interviews by Henri van den Idsert9. Conducting Focus Groups by Katinka Koke10. Using Action Planning as a Performance Measurement and TransferStrategy by Emma Weber Section III: Data Analysis 11. Using Statistics in Evaluation by Tim Brock12. Analyzing Qualitative Data by Damien Sanchez13. Isolating the Effects of the Program by Jack J. Phillips14. Converting Measures to Monetary Value by Patti P. Phillips15. Capturing Program Costs by Judith Cardenas16. Calculating the Return on Investment by Beryl Oldham17. Measuring Intangible Benefits by Nader Bechini18. Forecasting ROI by Suzanne SchellSection IV: Optimize Results19. Telling the Story by Kevin Yates20. Visualizing Data by Peggy Parskey21. Implementing the ISO Standards for L&D Metrics by Dave Vance22. Using Black Box Thinking by Rachel Baghelai23. Collecting Data when Evaluating On-the-Job Training by Ron Jacobs Section V: Make Measurement and Evaluation Work 24. Implementing and Sustaining a Measurement and Evaluation Practice by HollyBurkett 25. Getting Stakeholder Buy-In by Brenda Sugrue26. Following Evaluation Standards by Michael Lawson27. Leveraging Artificial Intelligence by Trish Uhl28. Creating a Measurement and Evaluation Strategy by Klaas Toes andRobin DijkeAbout the Editor Index