The Complete AI Planning Toolkit for Business Leaders

ROI can't be calculated accurately at the start of an AI planning process. It can only be calculated once you know the specific process you're addressing, the baseline cost of running that process, and a realistic estimate of what AI can deliver.

This worksheet walks through both efficiency and growth-focused projects so you have a complete picture of how your business will be impacted. You’ll follow three steps. First, you'll define your project in plain language: what it does, what triggers it, and what it produces. Second, you'll establish your cost baseline, projected savings, and new growth value. Third, you'll estimate your return. Calculation frameworks are included so you can walk away with a first-year ROI figure you can explain.

The ROI calculation is directional. It's designed to give you confidence in the financial benefits of an AI project and tell you whether a project is worth pursuing. Getting a precise estimate requires a scoping conversation with our technical team. 

What you'll walk away with

• A first-year ROI estimate you can use to evaluate the opportunity and build internal buy-in.
• A plain-language definition of your AI project: what it does, what it needs, and how it works.
• A baseline cost calculation for the process you're improving and financial value of growth opportunities.