Step 1: Log In

  
Top Right: Client Login  Step 1 sign in

Step 2: Create new program

  
  1. Click on New Program
  2. Name your program
  3. Create a Stakeholder Matrix
  4. Click on ROI icon
  Step 2 create new program

Step 3: Create ROI analysis

  
Click on Continue Analysis to begin mapping stakeholders  Step 3 Create ROI analysis

Step 4: Identify stakeholders

  
Any individuals or organizations that are affected by and can affect operations:
Internal
  • Departments
  • Staff categories
  • Individuals

External
  • Customers
  • Partners
  • Community
  • Government agencies
  • Beneficiaries
  • Funders
 Step 4 Identify stakeholders 

Step 5: Brainstorm impacts

  
Indicate activities added or eliminated due to initiative:
Before (Preparation)
  • Planning
  • Coordination
  • Training
  • Equip. installation
  • Inspection
  • Recruiting

During (Implementation)
  • Admin.
  • Resource use
  • Labor

After (Support)
  • Evaluation
  • Monitoring
  • Record keeping
  • Equip. upgrades
  • Waste disposal
  • Reporting
 Step 5 Brainstorm impacts 

Step 6: Rate and measure

  
Identify good or bad results of initiative:
  • Agenda, principles
  • Professional development
  • Risk
  • Cost
  • Revenues
  • Quality of life
  • Pay
  • Product/service quality
  • Efficiency
  • Effectiveness
  • Satisfaction
  • Social impact
  • Opportunities
  • Relationships
 Step 6 Rate and measure 

Step 7: View report

  
Determine bottom line effects
Increase/decrease in:
  • Costs
  • Revenues
  • Mission
  Step 7 View report