Forecasting ROI
Forecasting ROI: Start with the End in Mind
We believe every learning initiative should begin with a clear purpose — and Forecasting ROI is the first step. Using the Jack Phillips ROI Methodology®, we help L&D teams define success upfront by aligning programs with specific business outcomes and projecting measurable impact before launch.
Why forecast ROI? Because it shifts the conversation from activity to accountability. It ensures that learning isn’t just a feel-good investment, but a strategic driver of performance and value. By identifying the intended outcomes — whether it’s improving sales, reducing attrition, or accelerating leadership readiness — we co-create learning journeys that are focused, relevant, and results-driven.
Forecasting ROI involves clarifying the business need, setting performance targets, estimating potential benefits, and identifying key metrics. This proactive approach helps prioritize resources, manage stakeholder expectations, and build a strong business case for learning.
It also enables L&D teams to move beyond traditional evaluation metrics like attendance or satisfaction and focus on what truly matters — behaviour change, performance improvement, and financial return.
With Forecasting ROI, learning starts with intention and ends with impact. It’s how we turn development into a measurable business advantage.