Jack and Patti Phillips
As a world-renowned expert on accountability, measurement, and evaluation, Dr. Jack J. Phillips provides consulting services for Fortune 500 companies and major global organizations. The author or editor of more than 50 books, Phillips conducts workshops and makes conference presentations throughout the world.
His expertise in measurement and evaluation is based on more than 27 years of corporate experience in the aerospace, textile, metals, construction materials, and banking industries. Phillips has served as training and development manager at two Fortune 500 firms, as senior human resource officer at two firms, as president of a regional bank, and as management professor at a major state university.
This background led Phillips to develop the ROI methodology - a revolutionary process that provides bottom-line figures and accountability for all types of learning, performance improvement, human resource, technology, and public policy programs.
Phillips regularly consults with clients in manufacturing, service, and government organizations in 44 countries in North and South America, Europe, Africa, Australia, and Asia.
Books most recently authored by Phillips include Show Me the Money (Berrett-Koehler, 2007); The Value of Learning (Pfeiffer, 2007); How to Build a Successful Consulting Practice (McGraw-Hill, 2006); Investing in Your Company’s Human Capital: Strategies to Avoid Spending Too Much or Too Little (Amacom, 2005); Proving the Value of HR: How and Why to Measure ROI (SHRM, 2005); The Leadership Scorecard (Elsevier Butterworth-Heinemann, 2004); Managing Employee Retention (Elsevier Butterworth-Heinemann, 2003); Return on Investment in Training and Performance Improvement Programs, 2nd ed. (Elsevier Butterworth-Heinemann, 2003); The Project Management Scorecard, (Elsevier Butterworth-Heinemann, 2002); How to Measure Training Results (McGraw-Hill, 2002); The Human Resources Scorecard: Measuring the Return on Investment (Elsevier Butterworth-Heinemann, 2001); The Consultant’s Scorecard (McGraw-Hill, 2000); and Performance Analysis and Consulting (ASTD, 2000). Phillips served as series editor for ASTD’s In Action casebook series, an ambitious publishing project featuring 30 titles. He currently serves as series editor for Elsevier Butterworth-Heinemann’s Improving Human Performance series, and for Pfeiffer’s new series on Measurement and Evaluation.
Phillips has received several awards for his books and work. The Society for Human Resource Management presented him an award for one of his books and honored a Phillips ROI study with its highest award for creativity. The American Society for Training and Development gave him its highest award, Distinguished Contribution to Workplace Learning and Development. Meeting News named Phillips one of the 25 most influential people in the Meetings and Events industry, based on his work on ROI for the industry.
Phillips 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.
Jack Phillips has served on the boards of several private businesses—including two NASDAQ companies—and several nonprofits and associations, including the American Society for Training and Development.
Dr. Patti P. Phillips is president of the ROI Institute, Inc., the leading source of ROI competency building, implementation support, networking, and research. She is also chair and CEO of The Chelsea Group, Inc., an international consulting organization supporting organizations and their efforts to build accountability into their training, human resources, and performance improvement programs with a primary focus on building accountability in public sector organizations. She helps organizations implement the ROI methodology in countries around the world—including South Africa, Singapore, Japan, New Zealand, Australia, Italy, Turkey, France, Germany, Canada, and the United States.
After a thirteen-year career in the electrical utility industry, Dr. Phillips took advantage of the opportunity to pursue a career in a growing consulting business where she was introduced to training, human resources, and performance improvement from a new perspective—a perspective that directly reflected her values of accountability, ROI evaluation. Since 1997, she has embraced the ROI methodology by committing herself to ongoing research and practice. To this end Dr. Phillips has implemented ROI in private sector and public sector organizations. She has conducted ROI impact studies on programs such as leadership development, sales, new-hire orientation, human performance improvement, K-12 educator development, educators’ National Board Certification mentoring, and faculty fellowship. Dr. Phillips is currently expanding her interest in public sector accountability through application of the ROI methodology in community- and faith-based initiatives, including Citizen Corps, AmeriCorps, and the Compassion Capital Fund.
Dr. Phillips teaches others to implement the ROI methodology through the ROI certification process, as a facilitator for ASTD’s ROI and Measuring and Evaluating Learning Workshops, and as adjunct professor for graduate-level evaluation courses. She speaks on the topic of ROI at conferences such as ASTD’s International Conference and Exposition and ISPI’s International Conference.
Dr. Phillips’ academic accomplishments include a Ph.D. in International Development and a master’s degree in Public and Private Management. She is certified in ROI evaluation and has earned the designation of Certified Performance Technologist.
She has authored a number of publications on the subject of accountability and ROI, including Show Me the Money (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); the ASTD In Action casebooks Measuring Return on Investment Vol. III (2001), Measuring ROI in the Public Sector (2002), and Retaining Your Best Employees (2002); the ASTD Infoline series, including Planning and Using Evaluation Data (2003), Mastering ROI (1998), and Managing Evaluation Shortcuts (2001); and The Human Resources Scorecard: Measuring Return on Investment (Butterworth-Heinemann, 2001).
Dr. Phillips’s work is published in a variety of journals.