Want FREE Templates on Strategy & Transformation? Download our FREE compilation of 50+ slides. This is an exclusive promotion being run on LinkedIn.

  Please register (it's free!) or login to view the remaining preview.
If you are logged in, your referral link [?] is automatically included below.
EMBED CODE (Copy and Paste)


  1. Saves time in calculating and creating ROI charts.
  2. Simplified tool that with two data input sheets - Cost and Benefit Data
  3. Some of the financial calculations include - Return on Investment (ROI) for 3-year horizon, total savings over three years, Net present value (NPV), average monthly benefit, payback period (years).


The ROI tool has been developed to calculate the Return On Investment (ROI) value for a project. It is designed with an objective to build a business case and support the prioritization process by evaluating real impact to the bottom line. Download this simple yet complete tool to use as-is or modify the way you like. It has the potential to save you hours of your effort if you plan to develop something similar from scratch or look for it elsewhere on the Internet. The spreadsheets can be customized. The categories of benefit include, but not limited to:
DS1 Direct Savings: Base cost reduction (Maintenance, Suppliers, etc.)
DS2 Direct Savings: Material reduction (Price or Quantity reduction), reduced outage, improved capacity factor
DS3 Direct Savings: Overtime reduction / Other
P1 Productivity / Indirect benefits: Reduction in number of service hours (equipment fix time), process improvement related savings
P2 Productivity / Indirect benefits: Administrative task simplification (Time to complete), rework reduction
P3 Productivity / Indirect benefits: Other - technology management, customer satisfaction, etc.
CA1 Cost Avoidance: Reduction of currently incurred costs, anticipated future cost increase avoidance

Got a question about the product? Email us at [email protected] or ask the author directly by using the form to the right. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Return on Investment (Project Management/Lean) Excel document


Return on Investment (Project Management/Lean)

Sold by QMaxima Inc. - Simplifying Excellence (this author has 19 documents)


Add to Cart

This business document is categorized under the function(s):

It applies to All Industries

File Type: Excel (xlsx)

File Size: 1.4 MB

Related Topic(s): Project Planning Workbook ROI

Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.

Initial upload date (first version): May 5, 2016
Most recent version published: Feb 3, 2021

Ask the Author a Question

Must be logged in Click here to log in



Since 2012, we have provided best practices to over 5,000 businesses and organizations of all sizes across the world—in over 130 countries. Below is just a very small sample of our customer base.

Did you know?
The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.


1150-slide PowerPoint deck
901-slide PowerPoint deck


1-page PDF document and supporting Excel workbook
Author: Unicorn
Excel workbook
Author: jsalamaf
24-slide PowerPoint deck
Excel workbook



Become your organization's resident expert on...

Digital Transformation
Strategy Development
Post-merger Integration (PMI)
Organizational Design (OD)
Performance Management
Business Transformation
Customer-centric Design (CCD)
Organizational Culture (OC)
Interested in something else? Browse our 500+ Business Toolkits of best practices, each focused on a specific management topic.