Template
Cost benefit analysis templates
A cost benefit analysis lists what a decision will cost and what you expect to gain, so you can compare the two on one page.
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Download everything
All 2 versions, in Word and PDF, in one ZIP file (849 KB).
How to use it
- Choose one time period and use it for both costs and benefits.
- List every cost, including one-off and running costs.
- List the benefits you can reasonably expect, using cautious figures.
- Add up each side and subtract total costs from total benefits.
- Note the things you cannot price, and the assumptions behind your figures.
About this template
The one-page template shows costs and benefits side by side with totals underneath, and has a box for things you cannot put a price on. The three-year version spreads each line across years, which suits purchases and projects that run beyond a single year. Both are free in Word and PDF, each with a blank and a worked example using made-up figures. They organise your numbers and do not replace professional advice. For tax or funding questions, see GOV.UK or speak to an accountant.
Questions
What is a cost benefit analysis for?
It helps you weigh up a decision, such as buying equipment or starting a project, by putting costs and expected gains next to each other.
Which template should I use?
Use the one-page version for a quick comparison. Use the three-year version when costs or benefits change from year to year.
How do I handle benefits that are hard to measure?
Write them in the notes box rather than guessing a figure. They can still count in your decision.
Does the template work out the totals?
No, it is a printable form. Add the figures by hand, or use the Word version with a calculator.
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