ROI Institute

What ROI Institute does

ROI Institute Inc. is a privately held US-based professional services and training company founded in 1992 by Jack J. Phillips and Patti P. Phillips, headquartered in Birmingham, Alabama. The company's core product is the proprietary ROI Methodology®, a trademarked 12-step process for measuring the financial return on investment of programs, projects, and initiatives, organized into six areas (Why, How, What, How Much, What's it Worth, So What) and capturing six levels of data (Reaction, Learning, Application, Impact, ROI, Intangibles).

ROI Institute monetizes the methodology through five primary streams: ROI Certification programs delivered in-person, live-virtual, and on-demand (which bundle ROI Network and CTMR membership), fee-for-service consulting engagements for ROI studies and evaluation projects, internal workshops and ROI Awareness workshops, recurring CTMR/TDRp membership following the 2023 acquisition of Center for Talent Reporting, an e-commerce book catalog of 75+ titles translated into 38 languages, and licensing to a global network of 100+ regional partners operating in 70+ countries (notably ROI Institute-Europe, Canada, India, and MENA).

The company serves learning and development professionals, HR leaders, executives, government agencies, healthcare organizations, nonprofits, and independent consultants who need to demonstrate the business value of training, leadership development, talent programs, and organizational change initiatives. A lean core team of roughly 12-15 staff in Birmingham is supplemented by an international partner network, allowing ROI Institute to deliver global enterprise engagements without proportional internal headcount growth.

Name

ROI Institute

Legal name

ROI Institute Inc.

Website

https://roiinstitute.net

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

11–50 employees

Short description

ROI Institute licenses a proprietary 12-step ROI Methodology® and delivers certification programs, consulting, workshops, books, and CTMR/TDRp standards memberships to learning and development, HR, government, and healthcare organizations across 70+ countries.

Ownership category

akta.pro rank

Product category

Training and Development Consulting

NAICS

Management, Scientific, and Technical Consulting Services (5416)

SIC

Services-Educational Services (8200)

akta.pro primary industry

Portfolio, Performance & Rubric-Based Assessment Platforms (EDAFADAL)

Keywords

• ROI measurement consulting
• Talent development measurement
• Human capital analytics
• Leadership development evaluation
• Training ROI certification

Headquarters

HQ city

Birmingham

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Others

Revenue model

1. ROI Certification Programs: Revenue from ROI Certification programs offered in multiple formats (In-Person, Live Virtual, On-Demand) with automatic enrollment in ROI Network and CTMR membership.
2. Consulting Services: Fee-for-service consulting engagements for organizations seeking to conduct ROI studies, research, and evaluation projects.
3. Workshops and Training: Internal workshops, ROI Awareness workshops, and ATD MROI Certificate Programs generating workshop fees.
4. Books and Publications: Sale of books and publications including 'Return on Investment in Training and Performance Improvement Programs' (3rd edition), 'Proving the Value of Leadership Development', and other titles. Prices range from $5.00 to $74.95 per book.
5. CTMR Membership: Annual membership fees for Center for Talent Measurement and Reporting, providing access to TRDp Measures Library, Statement and Reports Library, webinars, and workshops.
6. Partner Network Licensing: Regional partners (Europe, Canada, India, MENA) pay for rights to use the ROI Methodology and brand in their territories.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels7 records

Core offering

ROI Institute develops and licenses the proprietary ROI Methodology, a 12-step process for evaluating programs, projects, and initiatives to measure impact and return on investment. It monetizes this methodology through ROI Certification programs (in-person, live virtual, on-demand), fee-based consulting for ROI studies and evaluation projects, internal workshops and webinars, annual CTMR membership, and a catalog of more than 75 specialized books and publications.

Product overview

ROI Institute offers a comprehensive portfolio centered on the proprietary ROI Methodology—a 12-step systematic process for evaluating programs and projects to measure impact and return on investment. The core offerings consist of ROI Certification (available in-person, live virtual, and on-demand formats), consulting services for conducting ROI studies, and internal workshops/webinars. The company also operates the Center for Talent Measurement and Reporting (CTMR) as a membership program with access to measurement libraries and resources. Supporting the methodology are free ROI Calculators for monetary benefits, program costs, turnover costs, and ROI calculations. The product portfolio is heavily supported by an extensive library of books and publications covering specialized applications of the ROI Methodology across domains including leadership development, healthcare, environment/health/safety, human resources, sales training, organization development, meetings/events, virtual learning, consulting practice, human capital analytics, sustainability, surveys, and performance consulting. The books serve as both educational materials and practical guides for implementing the methodology.

Differentiator

Problem solved

Functional benefit

Products and services

• ROI Certification

Quantifiable outcome

• 5,724% ROI achieved by Kansas City SWAT team using Outward Mindset program
• +3 more outcomes

Named customers13 records

Segments7 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

One partnership is on record.

• Center for Talent ReportingcoreStrategic or Co-development Partner · 29 January 2023On January 29, 2023, ROI Institute purchased the rights and assets of Center for Talent Reporting, bringing CTMR and TDRp (Talent Development Reporting Principles) under the ROI Institute umbrella. This acquisition expanded ROI Institute's measurement standards and resources library significantly.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Emerging players

• Visier: Cloud-native people analytics platform automating workforce measurement and ROI analysis. Represents the AI-driven alternative to ROI Institute's manual methodology, increasingly chosen by enterprise HR/L&D teams seeking embedded analytics.
• i4cp (Institute for Corporate Productivity): Research and advisory network for human capital and people analytics practitioners. CEO Kevin Oakes has publicly endorsed the ROI Methodology, but i4cp itself operates as an adjacent research community in the same human capital analytics space.

Direct peers

• Brandon Hall Group: HCM research and advisory firm providing research, benchmarking, and consulting on learning, talent management, and HR. Comparable to ROI Institute as a research-driven authority serving HR/L&D buyers seeking evidence-based guidance on program effectiveness.
• AllenComm: Corporate training and performance improvement company offering custom learning solutions and measurement. Competes with ROI Institute for enterprise L&D engagements where demonstrating training ROI is a core deliverable.
• GP Strategies: Global performance improvement solutions provider offering custom training, managed learning services, and consulting to enterprises. Comparable as a corporate training and performance improvement provider competing for the same enterprise L&D budgets.
• Kirkpatrick Partners: Direct competitor offering the Kirkpatrick Model - the other dominant training evaluation framework. Both companies sell certifications, consulting, and partner networks to L&D professionals seeking to demonstrate training impact, and they compete head-to-head for the same enterprise and government buyers.

Broad incumbents

• SHRM (Society for Human Resource Management): Largest HR professional association offering education, certification (SHRM-CP/SCP), and resources that overlap with ROI Institute's HR-facing products. Competes for HR professionals seeking measurement, credentialing, and continuing education.
• Korn Ferry: Global organizational consulting firm offering talent management, leadership development, and HR consulting. Comparable as a large incumbent advising the same enterprise and government clients on measuring and proving human capital ROI.
• Association for Talent Development (ATD): Industry association for talent development professionals that publishes research, runs its own MROI Certificate Program (taught alongside ROI Institute), and certifies practitioners. ATD is a broader incumbent in the same L&D space where ROI Institute operates.
• Bersin (Deloitte Human Capital): Deloitte's Human Capital research and advisory practice, offering research, benchmarking, and consulting on learning, leadership, and HR. Competes with ROI Institute for enterprise and government buyers seeking human capital measurement and ROI evidence.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/roi-institute-inc
• Xx.com/roi_institute

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ROI Institute