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Membership Organization:Name
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Date of EvaluationDate
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Library Annual Budget$
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Quantitative
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Cost Inventory
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Cost TypeAmountNotes
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Annual membership fee$0
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One-time joining/application fee$0
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Required additional costs$0
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Optional additional costs$0
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Travel costs for participation$0
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Time commitment $ total$0
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TOTAL ANNUAL COST$0
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Cost % of total annual library budget#VALUE!
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Benefits
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Financial BenefitsAmountNotes
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Direct financial value: $0
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Time savings value: $0
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Opportunity value: $0
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Risk reduction value: $0
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Additional value/ benefit:$0
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TOTAL FINANCIAL BENEFIT AMOUNT$0
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Quantitative ONLY ROI $ Calculation
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TOTAL ANNUAL COST OF MEMBERSHIP$0
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TOTAL FINANCIAL BENEFIT AMOUNT$0
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TOTAL QUANTITATIVE ROI VALUE (Ratio = Benefit ÷ Cost)#DIV/0!
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Quantitative ONLY ROI Value Score Analysis
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• ROI ≥ 1.0: Good value
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• ROI 0.5-0.99: Questionable value
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• ROI < 0.5: Poor direct financial value
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Qualitative
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Benefit InventoryAudience / RecipientNotesImportance (1-5)Usage Frequency or Value (1-5)Quality (1-5)Usage and Quality Value ScoreAlternative Available? (Y/N)Alternative Names/NotesAlternative Cost ($)Alternative Quality (1-5)
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Benefit 1#DIV/0!0#DIV/0!
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Benefit 2#DIV/0!0#DIV/0!
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Benefit 3#DIV/0!0#DIV/0!
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AVERAGES#DIV/0!#DIV/0!#DIV/0!#DIV/0!0#DIV/0!
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Qualitative Value Score AnalysisImportanceUse and Quality Value Score
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Score 4.0-5.0: High-value benefit, maintain or expand participation
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Score 3.0-3.9: Solid benefit, maintain and optimize participation
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Score 2.0-2.9: Questionable value, needs improvement or reconsideration
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Score below 2.0: Consider eliminating participation unless strategically necessary
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Member Decision Guide
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Financial threshold: Is the ROI ratio > 1.0? (Yes/No)
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Qualitative importance ratings: Is the average or median > 3.0?
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Qualitative value ratings: Is the average or median > 3.0?
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Value priority: Do high-value benefits align with your priorities? (Yes/No)
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Alternatives assessment: Are there adequate alternatives for your high-priority benefits? (Yes/No)
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Opportunity cost: Is membership the best use of these resources for your current situation? (Yes/No)
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Time requirement: Can you commit sufficient time to utilize key benefits? (Yes/No)
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Social contract: Do you have an obligation to continue membership because of negative impacts on others?
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Value Proposition
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Quantitative benefit/cost ratio: #DIV/0!
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Qualitative importance score (1-5)#DIV/0!
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Qualitative value score (1-5): #DIV/0!
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Alternatives costs vs current cost#DIV/0!
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Alternatives quality assessment#DIV/0!
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Decision recommendation:
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Goal to Improve engagement:
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