
How to measure enablement ROI and earn a seat at the table, with Erika Robertson
with Erika Robertson·Director of Enablement at Citrix
Erika Robertson, Director of Enablement at Citrix and a near lifelong enablement leader across Cisco, SAP, and VMware, joins Content to Close to explain how she proves enablement is worth the budget by starting with the end in mind. Before any content exists, she earns her position as a trusted advisor, uncovers the real need, confirms the desired outcomes with stakeholders, writes the learning objectives and assessments, and decides how she will measure success, because content is the last step, not the first. She is certified through the ROI Institute and uses the Phillips ROI methodology from Jack and Patty Phillips, which separates impact from ROI, rather than the Kirkpatrick model most L&D and enablement teams default to. She walks the levels, from level zero completion and level one reaction up to level three behavior change, which she calls the minimum to strive for, level four business impact, and level five ROI, noting only about 7 percent of initiatives get measured to ROI. She stresses that you can only ever claim correlation, never causation, and that baselines like average deal size and sales cycle time matter, citing a control group whose trained members closed deals twice as large, and she explains why enablement sitting inside marketing finally earned her team a seat at the table at every meal.




































































































































