Over what time period should ROTI be calculated?

There is no fixed period over which you should calculate the ROI of a training programme. Some commonly used examples include:

  • from 3 months to 12 months after a training has been completed (allows time for transfer of learning to the workplace)
  • the period of a product cycle
  • one financial year (audit period)
  • 2 to 4 financial years (depreciation period)
  • average time of target audience employees remaining in the organisation.

As financial benefits are likely to continue to increase for some time after the training, it stands to reason that a longer evaluation timeframe should result in better ROTI figures. However, as time goes by it is likely to be increasingly difficult to attribute changes in performance directly to a training programme. For this reason some experts recommend that the maximum period for an ROTI calculation should be one year from the completion of the training programme.


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