Project ROI Worksheet

Project ROI Worksheet

A project ROI worksheet can make a proposed project, software purchase or marketing spend easier to evaluate. Start by making the decision explicit: what are you considering, what would it cost, and what evidence would show that the investment is worth reviewing again?

Define the decision

Write the project’s purpose, owner and time horizon before estimating a return. Separate one-time costs from recurring costs, and identify the work required to implement and maintain the investment. Clear definitions keep an attractive idea from being mistaken for a complete business case.

Record assumptions and scenarios

Use conservative, expected and upside cases where the inputs are uncertain. For each case, record the source of the estimate and the date it was made. A worksheet organizes assumptions; it does not turn an estimate into a guarantee.

Review the result

Compare the estimated benefit with cost, timing and operational capacity. Set a review date and decide what information would change the recommendation. Revisit the inputs when actual experience becomes available, then preserve the reasoning behind the decision.

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