Patti P. Phillips
Dr. Patti P. Phillips is the co-founder and CEO of ROI Institute, Inc., a US-based consulting firm that serves for-profit, not-for-profit, government, and non-governmental organizations in 70 countries as they build capability in measurement, evaluation, and analytics. Her work reflects a demonstrated track record of conducting organizational research and leading large-scale evaluation projects. These projects include evaluating the impact and return on investment in technology, talent development, certification, accreditation, and other performance and process improvement initiatives. She also brings experience serving on accreditation panels, advisory boards, and boards of directors.
Patti is routinely invited to speak at industry conferences worldwide and contributes to the growing amount of research in measuring impact and return on investment. Her expertise is documented in over 75 books published by the Association for Talent Development (ATD), McGraw-Hill, Wiley, Kogan-Page, Berrett-Koehler, and other major publishing houses. Recent publications include ATD Handbook of Measuring and Evaluating Training 2nd edition (ATD, 2025); Return on Investment in Training and Performance Improvement Programs 3rd edition (Routledge, 2024); Show the Value of What You Do: Measuring and Achieving Success in Any Endeavor (Berrett-Koehler, 2023); ROI Basics 2nd edition (ATD, 2019); Making Human Capital Analytics Work (McGraw-Hill, 2017); Measuring ROI in Healthcare (McGraw-Hill, 2013). Her work has been cited on CNBC, Euronews, and National Geographic and published in more than a dozen business journals. She is advisor to research organizations such as The Conference Board and the Institute for Corporate Productivity (i4cp).
She and her husband and business partner, Dr. Jack J. Phillips, are recipients of the 2024 Association of Learning Providers (ISA) Thought Leader Award, the 2022 Association for Talent Development (ATD) Thought Leader Award, and the 2019 Center for Talent Reporting Distinguished Contributor Award. In 2019, she was named among the top fifty coaches globally by the Thinkers50 organization and named a finalist for the Marshall Goldsmith Distinguished Achievement Award for Coaching. Her expertise is sought after by leaders of digital platforms such as CoachHub, Performitiv, CoachMetrix, and Cognota.
From 2018 to 2024, Patti served on the Board of Trustees for the United Nations Institute for Training and Research (UNITAR) in Geneva, Switzerland. During her tenure, she served as the board vice chair and a member of the finance committee. She is currently serving as chair of UNITAR’s Evaluation Advisory Board.
Patti currently serves as board chair of the International Federation of Training and Development Organisations (IFTDO) in London, United Kingdom. She periodically serves as a guest lecturer for institutions such as the United Nations System Staff College (Turin, Italy) and New York University (New York City, NY), and she serves as adjunct faculty for the University of Maryland Global Campus, where she mentors graduate students as they complete their doctoral research.
Patti’s academic accomplishments include a Ph.D. in international development and a master’s degree in public and private management. Patti and her husband, Dr. Jack J. Phillips, live in Birmingham, Alabama, USA.
Patti can be reached at patti@roiinstitute.net.
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