Writing the Return on Investment document

This template is similar to the Cost Benefit Analysis template but this template focuses more on the ROI calculations. Detailed below is the Return on Investment analysis for the project. The costs for the development operations and ongoing maintenance of the project vs. the benefits are summarized for 5 year period. Description Year 1 Year 2 Year 3 Year 4 Year 5 Total Total Costs Benefits Net Ratio ROI Financial ROI Benefits. Describe the positive aspects of the ROI calculations from financial perspective. This is the most traditional definition of ROI. Examples include reductions in cost higher profits etc. Non Financial ROI Benefits. Describe the positive aspects of the ROI calculations from non financial perspective. If the financial benefits are not substantial then the non financial aspects are more important. Examples include customer satisfaction shorter time to market improved data etc. If you have detailed cost benefit analysis data tables graphs graphics output from Cost Benefit or ROI Analysis software etc. include them here. Include the total project cost for time period and the total income expected to be generated and or saved during the period. This can be converted into the expected ROI Return on of the project. You should be able to show that the ROI is high enough to justify the project. If monetary ROI is low then the benefits should be tangible enough to show valid reason for developing the project. The Total Costs amount is the total cost of production operations and ongoing maintenance. The Benefits are the financial benefits to the customer such as income generated cost savings etc. The Net is the Benefits minus the Costs. The Ratio is the net divided by the Costs. The ROI is the Ratio times For example Total Costs for year are $. Benefits for year are $15 000. The Net is $5000. The Ratio is and the ROI is 50%.

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The Return on Investment (ROI) template can be used to show your client the expected benefits (usually in monetary form) to justify the cost of the project over time. This template is similar to the Cost/Benefit Analysis template, but this template places more emphasis on the ROI.

 

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Business Proposal Templates

Related chapters may be used in conjunction with this chapter depending on your situation. Many related chapters are intended to be used together to form a more complex and integrated proposal.

Related Chapters:
Business Proposal Templates
This template is illustrated in actual use in the following Sample Proposals. Samples are also included in each Proposal Pack and illustate many of the industries and situations this template can be used for:
Proposal Pack for Any Business

A proper business proposal will include multiple chapters. This is just one of many chapters that may be included in your proposal. The complete fill-in-the-blank template is included in our Proposal Pack template collections. A variety of sample proposals illustrating how companies in different industries both large and small have written proposals using our Proposal Packs are also included. This template will show you how to write the Return on Investment.

A wide variety of chapters are included and are intended to be picked based on your needs. All proposals are different and have different needs and goals. Pick the collection of chapters from our collection and organize them as needed for your proposal. Recommendations and samples provided are only intended as general guidelines.

Ian Lauder has been helping businesses write their proposals and contracts for almost two decades. Ian is the Owner and Founder of Proposal Kit, one of the original sources of business proposal and contract software products started in 1997.

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How do you write a Return on Investment document?

This template is similar to the Cost Benefit Analysis template but this template focuses more on the ROI calculations. Detailed below is the Return on Investment analysis for the project. The costs for the development operations and ongoing maintenance of the project vs. the benefits are summarized for 5 year period. Description Year 1 Year 2 Year 3 Year 4 Year 5 Total Total Costs Benefits Net Ratio ROI Financial ROI Benefits. Describe the positive aspects of the ROI calculations from financial perspective. This is the most traditional definition of ROI. Examples include reductions in cost higher profits etc. Non Financial ROI Benefits. Describe the positive aspects of the ROI calculations from non financial perspective. If the financial benefits are not substantial then the non financial aspects are more important. Examples include customer satisfaction shorter time to market improved data etc. If you have detailed cost benefit analysis data tables graphs graphics output from Cost Benefit or ROI Analysis software etc. include them here. Include the total project cost for time period and the total income expected to be generated and or saved during the period. This can be converted into the expected ROI Return on of the project. You should be able to show that the ROI is high enough to justify the project. If monetary ROI is low then the benefits should be tangible enough to show valid reason for developing the project. The Total Costs amount is the total cost of production operations and ongoing maintenance. The Benefits are the financial benefits to the customer such as income generated cost savings etc. The Net is the Benefits minus the Costs. The Ratio is the net divided by the Costs. The ROI is the Ratio times For example Total Costs for year are $. Benefits for year are $15 000. The Net is $5000. The Ratio is and the ROI is 50%.

A Document from Proposal Pack

The editable Return on Investment template - complete with the actual formatting, layout and graphics is available in the retail Proposal Packs.

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