Budget & Finance
Cost-Benefit Analysis
MyPMP
QMS Template
| Item | Category | Qty | Unit cost | Amount |
|---|---|---|---|---|
| Total | 0 | |||
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π° Budget & Finance
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About the Cost-Benefit Analysis template
A Cost-Benefit Analysis compares the total expected costs of an initiative against its quantified benefits to determine whether it is financially justified. It converts competing options into a common monetary basis so decision-makers can weigh net value, payback, and return before committing budget. Done well, it exposes hidden costs and optimistic benefit claims that derail projects later.
It's part of My QMS, MyPMP's Quality Management System: fill it in online, personalize it with your name and logo, then export a clean, branded PDF. Your work auto-saves in your browser.
When to use a Cost-Benefit Analysis
- βΈJustifying a project or capital request in a business case
- βΈChoosing between two or more competing solutions or vendors
- βΈDeciding whether to build, buy, upgrade, or do nothing
- βΈGate reviews where sponsors need net-value evidence to approve funding
What a good Cost-Benefit Analysis includes
- βClear statement of the option or decision being evaluated
- βItemised costs: one-off, recurring, direct, indirect, and contingency
- βQuantified benefits: hard savings, revenue gains, and monetised intangibles
- βTime horizon and discount rate for present-value calculations
- βSummary metrics: net benefit, benefit-cost ratio, ROI, and payback period
- βKey assumptions, risks, and sensitivity notes for each figure
What's inside this template
The interactive form above gives you:
A table of Item, Category, Qty, Unit cost, AmountAssumptions & notes
Tips & common mistakes
- π‘Discount future cash flows to present value so a five-year benefit isn't compared directly against today's costs
- π‘Keep intangible benefits separate and label your monetisation logic, so reviewers can challenge it rather than distrust the whole analysis
- π‘Always include a do-nothing baseline; a positive result means little without something to compare against
How it works
- 1. Fill it in β type directly into the fields, tables and sections above.
- 2. Brand it β add your organization name and logo with the Branding button.
- 3. Export β print to PDF, or become a member to white-label and sync across devices.
FAQ
How do I calculate the benefit-cost ratio?οΌ
Divide the present value of total benefits by the present value of total costs; a ratio above 1.0 means benefits exceed costs and the option is worth considering.
Should I include intangible benefits like improved morale?οΌ
Yes, but list them separately and assign a defensible monetary estimate where possible, since decisions swayed only by unquantified intangibles are hard to defend at approval.
What's the difference between a cost-benefit analysis and ROI?οΌ
ROI is a single return percentage, while a cost-benefit analysis is the broader evaluation that produces ROI alongside net benefit, payback period, and benefit-cost ratio over a defined time horizon.
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