Cost Benefit Analysis <Organization Name> <Year>

You need only to fill the white and yellow cells (start with the yellow cells). $, hours or units E.g.: $/unit $ Year-1 / partial year Year-2 Year-3
Cost/Benefit Unit Entry/Quantity Final/Total Description
Project/solution title C Implementation costs (one time) 0
O 1
Description S 2
T
S 3
Sponsor 4
Ongoing costs (monthly) 0
Financial analyst 1
2
Analysis horizon (in months) 3
4
First year months (maximum 12) >>>Total Costs (monthly)
B Hard and soft savings (monthly) 0
Average labor cost (hourly or daily) E 1
N 2
E
Assumptions/Comments 3
F
1 4
I
2 T Savings (one time) 0
3 S 1
4 2
5 3
6 4
7 >>>Total benefits (monthly)
Benefit-cost ratio Monthly payback Net cash flow Net gains
Monthly payback period 0 ROI

Guidelines:
This worksheet allows to comparing among several solutions or projects to select the one that offers the greatest return against the cost of implementation.
1st: Select only those projects that show the greatest potential. 2nd: Brainstorm the costs and benefits of each project.
3rd: Fill out the details in a worksheet per alternative including the analysis horizon that you think appropriate. 4th: Compare the alternatives using either the payback period or the benefits-cost ratio.

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