Investment
Make every cost component visible before calculating value.
- Cash
- Staff-time value
- In-kind resources
- Technology
- Opportunity cost
05 · MEASURE
Partnership ROI & Impact Calculator
Communicate investment, verified financial value, efficiency, strategic value, intended outcomes, and evidence confidence without combining unlike claims.
Built for: District executives, finance partners, partnership and program owners, evaluators, and leaders responsible for communicating portfolio value.
USEFUL BEFORE YOU DOWNLOAD
What this tool asks you to confront
It informs how much verified value can be supported, what remains potential or strategic, where evidence is weak, and what leadership should validate next. It does not manufacture attribution or monetize unsupported claims.
- What did the partnership actually require in cash, staff time, in-kind resources, technology, and opportunity cost?
- Which financial-value entries are VERIFIED—and which remain potential, UNKNOWN, UNVERIFIED, or PARTNER-GATED?
- Are recovered hours truly converted into usable capacity, or merely estimated time savings?
- Which strategic benefits matter without being converted into dollars or added to financial ROI?
- What can the evidence credibly attribute to the partnership, and what can it only describe as contribution or association?
INSIDE THE FRAMEWORK
The complete decision framework.
The framework is open below. The working artifact adds guided fields, calculations where applicable, and a decision-ready output.
Financial Value
Separate verified revenue, avoided cost, recovered capacity, and monetized contributions from unverified potential.
- Verified financial value
- Verified net value
- Verified ROI when investment is above zero
- Unverified potential shown separately
Outputs & Efficiency
Track participants, sites, services, deliverables, time saved, cycle time, duplication, utilization, and cost per verified output when calculable.
- Verified output counts
- Cost per output or participant
- Recovered capacity
- Cycle-time change
- Duplication and utilization
Strategic Value
Report access, risk reduction, trust, capability, policy alignment, and mission value separately from financial ROI.
- Dimension
- Evidence status
- Rationale
- No automatic dollar conversion
Outcomes, Evidence & Assumptions
Record intended outcomes, evidence sources, confidence, contribution and attribution status, assumptions, sensitivity, owners, and review dates.
- Intended outcomes
- Evidence and confidence
- Contribution versus attribution
- Assumptions register
- Unresolved evidence
Executive Summary
Present decision-useful totals, indicators, strategic value, evidence confidence, assumptions, limitations, owner, and review date without spreadsheet errors.
- Investment and component mix
- Verified value and ROI
- Efficiency indicators
- Strategic-value profile
- Evidence limitations and next review
WHAT YOU END UP WITH
Auditable executive value summary.
A concise, evidence-aware output that keeps claims, uncertainty, ownership, and next decisions visible.
Verified financial pictureTotal investment, verified financial value, verified net value, and verified ROI only when calculable.
Operational valueCost per verified output, capacity indicators, cycle-time change, duplication, and utilization.
Strategic valueA separate evidence-aware profile that is not silently monetized or added to ROI.
Evidence boundaryConfidence, unresolved evidence, assumptions, contribution-versus-attribution statement, owner, and review date.
GET THE WORKING ARTIFACT
Put the open framework to work.
Enter your name and email once to unlock the working artifact. Entries remain in your file and are never collected or transmitted.
FROM SELF-SERVICE TO DECISION SUPPORT