ROI Forecasting: Building a Business Case Through Data Optimization

Live Virtual Boot Camp

November 18, 2020 9:00 am - 3:00 pm Central Time


What happens if you have a need for a program, but no budget has been set aside for new projects? Perhaps the only opportunity you have is to show the value for the project compared to the cost. An ROI forecast will show the monetary value that the project will deliver compared to the proposed cost of the project. If there is a significant positive difference, this may convince executives to move forward and implement the project. The challenge is to make a compelling business case, one that will convince even the most conservative CFO to allocate funds for the project.

This boot camp describes how to create a forecast for a program that was not expected. This type of forecast connects the proposed program to business measures that will improve if this program is implemented. When the monetary value of this improvement is calculated and compared to the projected cost of the program, a financial ROI is forecasted. The challenge is to be conservative with analysis and credible with the conclusions.


Learning Objectives

  • List the five levels of data that are present with any project or program.
  • Identify the data needed by executives along with their expectations.
  • Select the experts to provide data to make the estimates for a forecast.
  • Forecast the impact, ROI, and intangible benefits of an important project.
  • Present the ROI forecast in a compelling way to senior executives.
  • Use forecasting as a routine process to secure project approval and build relationships with clients, executives, and program sponsors.
  • Describe an example of a real ROI forecasting case study.
Download the Brochure

Facilitated By

Kent Barnett
Chief Executive Officer

Jack Phillips
ROI Institute, Inc.

Patti Phillips
Chief Executive Officer
ROI Institute

Jeffrey Berk
Chief Operating Officer