Sustainability ROI Workbook


The Sustainability ROI Workbook: Building Compelling Business Cases for Sustainability Initiatives is a “book” cleverly disguised as an Excel workbook. The comprehensive, fill-in-the-blanks Excel workbook is the book.

The Sustainability ROI Workbook is the third book in the Sustainability Advantage series. The previous two books contained explanatory text and figures for their accompanying New Sustainability Advantage Worksheets. In the Sustainability ROI Workbook,  the explanatory text and graphics are integrated into the Excel worksheets and in pop-up, just-in-time comments that provide guidance on how to fill in cells that require user input. It also includes more potential co-benefits and risks of inaction than its predecessors, an annual cash-flow analysis, and built-in ROI calculations. Hence, its title.

The Sustainability ROI Workbook includes the superset of business case elements used in over 15 other sustainability business case frameworks. It can be used to justify a whole business  becoming sustainable, or to justify undertaking a single sustainability initiative. Download its flyer for an overview of its five business cases for each of the five categories of sustainability initiatives.

Download the Business Leadership Toward the World We Want poster to see how the five categories of sustainability initiatives described in the Sustainability ROI Workbook relate to the Future-Fit Business Goals for a truly sustainable business, to the Sustainable Development Goals (SDGs) that define the world we want, and to the science-based systems conditions for a sustainable human society on our finite planet.

The Sustainability ROI Workbook starts with a clean slate of data and assumptions. Users fill in the blank cells with guidance from company managers and from the cells’ pop-up comments. In many cases, the built-in guidance includes a range of possible percentage improvements for a line item, based on other companies’ best-practices experience, gleaned from hundreds of studies, reports, articles, and press releases.

To expedite its use by the global legions of sustainability champions, the Sustainability ROI Workbook is a self-published, free, open-source resource. Others are encouraged to use it as a foundation on which to create additional tailored versions for specific sectors or users, for other technology platforms, in other languages, etc.

The beta version of the Sustainability ROI Workbook  was launched on November 14, 2016, at the New Metrics conference in Boston, under its previous working title of “Sustainability Advantage Ultbook.” Sustainability champions are encouraged to use the workbook and to provide feedback and suggestions on its usability, content, and look-and-feel before it is finalized in May 2017.  To download the latest edition of the beta version, please provide your name and email address below, then hit the “Download” button. You can do this an unlimited number of times so you can always access the latest draft. The current latest draft is “Sustainability-ROI-Workbook-DRAFT-2017-04-25.” You will be notified at your email address entered below whenever a significant new version is available.

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