Objective of Training

The workshop investments aims to teach participants methods for measuring the true return on investment (ROI) of, such as training, development programmes, and organisational/process changes, costly but difficult-to-measure and to help them apply these methods in their work. The "ROI Methodology" developed by Jack Phillips is recognised worldwide as the most effective measurement method in this field. During the workshop, participants will learn and be able to apply the concrete steps of this methodology, including data collection, planning, measurement, and techniques for isolating external factors, to numerically measure the efficiency of HR/training projects. Due to the short duration of the workshop, they will be able to learn and apply these methods to a certain extent and present them to senior management.

Innovation in Banking, Design Thinking and Business Development

28.11.2025 10:00 • 29.11.2025 16:00 • 2

ROI Methodology

1. Introduction and Preparation for Learning 5 Different Measurement Levels

  • Short Case Study/Exercise
  • Overview of the ROI Methodology Process
  • Steps in the ROI Measurement Methodology
  • Tips and Application Exercises for Implementation within the Organisation

2. 12 Fundamental Principles

  • Evaluation Planning
  • Data Collection

3. Case Study I

  • Data Collection During the Programme
  • Data Collection After the Programme
  • Data Analysis

4. Results and Overall Evaluation of the Process

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The primary target audience for the training/workshop is bank managers, education and academy managers or specialists, and HR directors, managers or specialists. However, managers from other departments who wish to measure the efficiency of other investments may also participate.