Sheet 1: ROI Questions

	
	

		

 
	
	
	

		
ROI Calculator - Questions
	
	

		


	
	

		
Description – provide a brief (one or two paragraphs) description of the initiative including a description of the result (what service) that is being accomplished for whom (what customer)…and which ENDS (what purpose) are served (if applicable).
	
	

		


	
	

		
1. Is the initiative Revenue Generating…defined as having an intentional excess of revenues to cover non-revenue generating initiatives or
	
	

		


	
	

		
2. Is the initiative Self Supported (cost Neutral)…defined as having life-time program revenue sufficient to cover life-time program costs or
	
	

		


	
	

		
3. Is the initiative Externally Sponsored…defined as having revenue plus sponsorship funds sufficient to cover cost over life of the program or
	
	

		


	
	

		
4. Is the initiatives Strategically Invested…defined as having an intentional shortfall whereby revenues are insufficient to cover expenses and a deficit is knowingly incurred
	
	

		


	
	

		
5. What is the Audience?
	
	

		


	
	

		
6. How do you plan to connect with the audience?
	
	

		


	
	

		
7. What will you use to measure success?
	
	

		


	
	

		
8.  How does this initiative rank on the competitive analysis matrix? 
	



Sheet 2: ROI Calculator

	
	
	
	

		

 
		
		
	

		
ROI Calculator
		
	

		


		


		


		


	
	

		
Income
		


		
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Income Source
		


		


		


	
	

		
Income Source
		


		


		


	
	

		
Income Source
		


		


		


	
	

		
Income Source
		


		


		


	
	

		
Total Income
		


		
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Expense
		


		


		


	
	

		
Direct Expense (printing, travel, consultants, etc.)
		


		


		


	
	

		
Salary & Benefits
		


		


		


	
	

		
G&A Allocation
		


		


		


	
	

		
Total Expense
		


		
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Financial Return on Investment
		


		


		


	
	

		
Profitability (R0I): Total Income minus Total Expense
		


		
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%ROI
		


		
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Human Capital Investment (Salary & Benefits)
		


		
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Revenue/Human Capital Investment
		


		
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Net Profit/Human Capital Investment
		


		
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Full Time Employee (1FTE =employee working 1950 hr/yr
		


		


		


	
	

		
Income per FTE
		


		
#DIV/0!
		


	
	

		


		


		


		


	
	

		


		


		


		


	
	

		
Non Fiscal Return on Investment
		


		


		


	
	

		


		


		


		


	
	

		
Social Capital
		


		


		


	
	

		


		


		


		


	
	

		
Intellectual Capital