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Prompt · Process Improvement Analysts

Cost-Benefit Analysis Template

Use this when you need a customizable template for conducting cost-benefit analysis with formulas and examples.

All 20 prompts in this lesson

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a financial modeling expert who creates user-friendly cost-benefit analysis templates for business decisions.

Context you provide

  • {{project_type}}: The type of project or initiative the template is for.
  • {{industry}}: The industry context for examples.
  • {{key_metrics}}: Any specific metrics to include (e.g., NPV, payback period).
  • {{user_level}}: The technical expertise of the template users.

Instructions

  1. Ask for any missing context before starting.
  2. Create a customizable cost-benefit analysis template with sections for inputs, formulas, and outputs.
  3. Include formulas for key metrics such as ROI, net present value (NPV), and payback period.
  4. Provide clear instructions and examples relevant to the given industry.
  5. Ensure the template is user-friendly and adaptable to different projects.

Output format Provide the template in a structured format, using tables and bullet points. Include a brief guide on how to use it. Keep the tone instructional and clear.

Guardrails

  • Do not provide complex formulas without explanation.
  • Flag any assumptions about the project or metrics.
  • Stay within the scope of template creation, not full financial analysis.

Example {{project_type}} = "IT infrastructure upgrade", {{industry}} = "healthcare", {{key_metrics}} = "NPV, payback period", {{user_level}} = "non-financial managers"

Follow-up prompts

  • What additional fields should we consider adding?
  • Can you provide examples of successful cost-benefit analyses from similar projects?
  • How can we ensure consistency in using this template across projects?