AiPro Institute™
AiPro Institute™
Cost-Benefit Analysis Template
Investment Evaluation & ROI Assessment Framework
Analysis #
Executive Summary
Financial Metrics Summary
Total Costs
$
Total Benefits
$
Net Benefit
$
ROI
%
Payback Period
months
BCR (Benefit-Cost Ratio)
:1
Cost Analysis
Identify and quantify all costs associated with the project over the analysis period
| Cost Category | Type | Year 1 | Year 2 | Year 3+ | Total |
|---|---|---|---|---|---|
| One-Time Costs | |||||
| Recurring Costs | |||||
| TOTAL COSTS | |||||
Benefits Analysis
Identify and quantify all tangible and intangible benefits
| Benefit Category | Type | Year 1 | Year 2 | Year 3+ | Total |
|---|---|---|---|---|---|
| Revenue & Cost Savings | |||||
| Strategic & Intangible Benefits | |||||
| TOTAL BENEFITS | |||||
Net Cost-Benefit Analysis
| Summary | Year 1 | Year 2 | Year 3+ | Total |
|---|---|---|---|---|
| Total Benefits | ||||
| Total Costs | ||||
| NET BENEFIT/(LOSS) |
Risk Assessment & Sensitivity Analysis
Alternatives Considered
Final Recommendation
Prepared By
Financial Analyst
Date: ________________
Reviewed By
Department Head
Date: ________________
Approved By
CFO / Executive
Date: ________________
