Value measurement worksheet

Otomat editorial · Reviewed 28 October 2026 · Ungated working template

Separate observed task improvement, released capacity, attributable cash impact and full cost over an agreed window.

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Workflow, population and windowEligible tasks, baseline and comparison window, inclusion rules, sources and accountable business/finance roles.Baseline and counterfactualCurrent accepted completion, quality, human effort and what would happen without the change. List confounders and comparison design.Evidence stage and next gateHypothesis/forecast, observed task change, released capacity or finance-accepted realized benefit. Record source artifact, window, date, owner and evidence needed for the next decision.Observed operating changeAccepted tasks, review/correction effort, exceptions and sustained use. Include unsuccessful and abandoned work. Unknown stays unknown.Capacity releasedEligible volume × net time saved, after additional review. State assumptions and units; this is not automatically cash.Cash conversion and attributionActual avoided expense, approved staffing decision or additional contribution. Show the mechanism, overlap with other initiatives and uncertainty.Full costImplementation, integration, tools/models, review, training, assurance, monitoring, maintenance and transition. Separate one-time and recurring cost.Value bridge for the stated periodAttributable realized gross benefit minus incremental running and transition cost. ROI = (cumulative attributable benefit − cumulative full cost) / cumulative full cost.Finance decision and limitsAccepted amount or unknown; accounting treatment; reviewer role; measurement date; remaining limitations; continue/revise/stop. Do not annualize an unproven pilot.

Blank fields do not mean zero. Record unknowns and assign an evidence request. This template is a proposed method, not evidence of a completed deployment or financial return.

Read the guide and illustrative example