ISPI Virtual Institutes

ISPI is committed to expanding opportunities for education and professional development, as well as providing a space for our members to share their knowledge based on their skills, talents, and visions for the future. We recognize that while budgets may be limited, the desire to continue to learn should not be confined to singular learning opportunities, especially in our field. ISPI’s Virtual Institutes offer a low-fee, virtual based classroom, for 3-4 hours of professional development by content experts in our Society.



ISPI Gold Member


ISPI Silver Member


ISPI Bronze Member




Student Rate
* Continuing enrollment (enrolled in fall and spring)
*Students must provide proof of enrollment to prior to registration

Student Gold: $99.50

Student Silver: $110

Student Bronze: $122.50

Student Non-Member: $137.50

Developing Country
To qualify, your country must be listed on UN Report. For more information, please email


Advocate Rate
3 FREE Registrations for Members on Roster (during member cycle)
Additional Registrations 30% off (attendees must be on Roster)

Gold: $139.30

Silver: $154

Bronze: $171

Patron Rate
2 FREE Registrations for Members on Roster (during member cycle)
Additional Registrations 20% off (attendees must be on Roster)

Gold: $159.20

Silver: $176

Bronze: $196

Organizational Rate
1 FREE Registration for 1 Member on Roster (during member cycle)
Additional Registrations 10% off (attendees must be on Roster)

Gold: $179.10

Silver: $198

Bronze: $220.50

February 20 @ 1:00-5:00PM EST
Judy Hale
Innovative Marketing: How to Get the Business You Want

Whether you are an internal or external practitioner, this hands-on virtual institute is for you. If you are challenged with how to best position your services to potential clients, if you struggle with how to describe what you do in ways that go beyond a laundry list, or how to tell your story so it resonates, or justify the value of your services, join us for the opportunity to explore an innovative approach to marketing. The institute is structured around a workbook of job-aids that you will use during the session. You will have an opportunity to send your completed workbook to Judy Hale, the facilitator, after the session for feedback at no extra cost. The workshop will focus on how to differentiate yourself in the marketplace and how to position your services in ways that clients see value in engaging you.

You will use a series of job-aids to:

1.  Draft a communications and marketing plan that requires you to define your target market (internal and external); messages, channels, and calendar
2.  Define what distinguishes you from other providers in ways that speak to outcomes and value
3.  Outline your story in a way that engages clients to see new possibilities

You will receive a digital copy of a workbook containing the workshop slides and job-aids before the session. The session will not be recorded.

Judith Hale, PhD., CPT, CACP, CIDD, and ibstpi Fellow will facilitate the session. Judy has been a consultant to the public and private sectors across all industries for more than 30 years. She has weathered economic downturns, off-shoring, quick fixes, placebos, naïve clients, and the latest fads. Her popular book, the Performance Consultant’s Fieldbook, is used by universities and corporations.

May 25 @ 1:00-5:00PM EST 

Ingrid Guerra-Lopez
Performance Assessment and Analysis: A Systematic Approach

Most performance improvement professionals would agree that performance assessments are critical as a means to measurably define gaps and the appropriate solutions to address them.  But how certain are we that our recommended solutions will add value to the organization and its customers?  Performance assessments are often done on a piece of a whole: a group or department within an organization, a cross-functional process, or with a single issue focus.  In the case of high scale international development initiatives, the assessment may be conducted with an organization within a government system, a set of organizations within a sector.   Therein lies the crux of system-driven assessment: the difference between the value you attribute to what you are doing and delivering and what the recipient of that output can actually do with it.  It matters little what the internal capacity, processes, or policies are if the recipient of those outputs obtains no value from them.  Without anchoring the assessment on the organization’s strategic objectives and external value added, we might be misled to uselessly spend resources on rearranging policies and processes or building skills that add little sustainable value to the organization and its target beneficiaries.  If you are interested in delivering sustainable organizational results, this workshop is for you. 

The workshop will focus on sharing a framework and related tools that support a systemic approach to organizational performance assessments.  Examples from international development case studies will be provided to contextualize the approach.  Content will be grouped around the following areas:

  • Mapping the organizational landscape

  • Planning a systemic Performance Assessment & Analysis

  • Collecting useful data

  • Making sense of organizational data

  • Influencing decisions and actions

Ingrid Guerra-Lopez is an internationally recognized performance improvement expert and bestselling author. She is the chief executive officer of the Institute for Needs Assessment and Evaluation, professor at Wayne State University, a former director on the board of ISPI and previous editor-in-chief of Performance Improvement Quarterly. Ingrid has authored eight books, over 100 articles, and facilitated hundreds of presentations and workshops on topics related to performance assessment, monitoring and evaluation, and strategic alignment.


July 17 @ 1:00-5:00PM EST
James Gehrke
“The Leadership Pilgrimage: The Way to Personal, Team, & Organizational Excellence”

This institute is a virtual journey; a pilgrimage, where participants identify the leadership principles & traits that will improve effectiveness. In the past, pilgrims believed that through the sacrifice of their journey they would achieve enlightenment seeking answers to "BIG" questions. In this virtual leadership journey we will answer the "BIG" leadership questions to magnify personal, team & organizational excellence: What is leadership? What is my purpose as a leader? Why should others follow me?

Participants will be able to…

1. Identify their career purpose by recognizing personal core values and defining a legacy statement.
2. Hold themselves accountable for setting and obtaining career goals and adapting and persevering to achieve them.
3. Become more effective “servant leaders” by developing an “outward” focus on service to key stakeholders.
4. Engage others by effectively communicating and inspiring others and celebrating achievements.


Values survey – helps participants narrow focus on key internal motivators.
Legacy Goal Statement – tool that helps identify leadership goals.
Leadership Credential – tool that helps synthesize learning outcomes into a visual reminder of core values, legacy goals and symbols.


Magnifying the potential of managers and organizations is James’ passion. As a leadership development consultant, James has developed training solutions for numerous global organizations addressing diverse topics. James has worked with organizations in 55+ countries. He is also the author of: Magnify Change Leadership: A Practical Guide for Leading Teams in Times of Change. James has a Masters of Management/Leadership, an undergraduate degree in Organizational Communications, & certificates in Spanish language & culture.


September 18 @ 1:00-5:00PM EST

Mark Bowers
Measuring What Matters: How to Effectively Measure Performance Behaviors

Participants will learn how to develop an effective tool to inform decision-making with an objective assessment of organizational and individual performance behaviors.

Participants will be able to:

1. Learn the theory of rubrics as a tool for guiding and measuring internal performance and behaviors
2. Develop a pilot rubric that they can build on at their home organization
3. Plan high-level actions for implementing behavioral performance in their organization
4. Recognize and explore the use of incentives, disincentives, and motivation in shifting organizational culture

Participants will receive a version of the attached workbook (much of which we’ll work through in the seminar), a sample “placemat” showing an extract of an in-use performance rubric, a copy of the KPI/Behavior characteristics “starter ideas”, and a copy of Resonant Scale starter ideas. Additionally, participants will receive gratis access to a collection of sample rubrics at my website (

Mark has consulted for several years with social-sector organizations on using non-quantifiable measures to plan strategy, make decisions, and assess impact. In addition to consulting, he has presented online and in-person workshops on measuring what matters to local businesses, government agencies, non-profits, and professional development organizations including chapters of ISPI. Mark is a twenty-year Navy Submarine veteran, and spent about ten years leading commercial management consulting teams in the Federal sector.


November 13 @ 1:00-5:00PM EST

Allan Schweyer
Critical Thinking and Business Acumen in the Workplace

Participants gain an understanding of the importance of critical thinking and its application. Fast and slow thinking are explored first and then participants learn how to parse arguments into premises and conclusions and evaluate the strength of arguments based on conclusions and supporting premises. Participants learn frameworks and processes for structured thinking and analysis. They learn how to recognize and overcome the brain’s biases and reactive tendencies in order to avoid common traps and make better decisions.


Participants will be able to…

1. Describe and define critical thinking and the business acumen competency in the context of their work and their organization.
2. Accurately parse simple arguments into premises and conclusions.
3. Evaluate the strength of simple arguments based on conclusions and supporting premises.
4. Gauge their own current critical thinking competencies.
5. Understand where fast, reflective thinking is appropriate and when to slow down and think critically.

All participants receive
1.) A reading package for further review of key concepts in critical thinking and business acumen, 2.) Access to two critical thinking self-assessment tests with answer keys and explanations and 3.) access to additional free online courses and a LinkedIn community on the topic.

Allan Schweyer is an instructional designer and facilitator with more than two decades of experience. He co-founded the Human Capital Institute and designed and delivered its initial curriculum. Since then, Schweyer has developed and delivered training for dozens of clients. Allan has a Master’s degree in education. He is the author of the books, Talent Management Systems and Talent Management Technologies and co-author of the Enterprise Engagement Textbook. Over the past twenty years, he has published extensive articles and white papers in dozens of popular media and industry specific publications worldwide, including Inc. and The Economist Magazines.