You're combining value and cost into a single, clear ROI view that supports confident decision-making. This creates the final financial truth.
Step 1: Standardize the Time Horizon
Use one consistent window:
- 12 months (default)
Don't mix timeframes.
Step 2: Calculate Annual Value
For each opportunity:
- Annualize time savings value
- Include revenue or cost avoidance only
- Exclude soft benefits from ROI math
Soft benefits can be mentioned separately.
Step 3: Subtract Implementation Cost
Calculate:
- Net value = Annual value − Implementation cost
Show both numbers clearly.
Step 4: Calculate ROI Ratio
If helpful, compute:
- ROI = Net value ÷ Implementation cost
Round to simple ratios (e.g., 2×, 5×).
Step 5: Present Side-by-Side
Each opportunity should show:
- Cost
- Annual value
- Net gain
- ROI ratio
No hidden math.
What You Should Have Now
✅ ROI Projection Table
✅ One row per opportunity
✅ Clear financial comparison
Quality Check
- Assumptions are consistent
- Math is simple and transparent
- Soft benefits are not mixed into ROI
- Results are easy to scan
Next Step: With ROI proven, you're ready to select the top 3 opportunities.
This playbook is the map. We're the execution team → OpsSystem.ai