Service · Through the hold

Keep the value ledger honest through the hold

A recurring service, run by senior people, that keeps every value item in its ledger state, from identified to verified. The board sees forecast and verified value apart, quarter by quarter, until exit.

Discuss ongoing supportWhat the board receives

01When it’s the right start

When the value case needs keeping, not only making

  • 01A value plan in delivery, and no single view of what it has returned
  • 02Board packs that mix forecast and realised value
  • 03Many initiatives, owners and partners to keep track of
  • 04A buy-and-build where each add-on brings new value items
  • 05An exit ahead, and evidence to assemble for buyers

02What we keep

The ledger and what feeds it

We use your own data and work with the people who own each initiative.

01Value ledger
Every initiative with its owner, its estimate, its ledger state and the evidence behind it.
02Implementation cost
What each initiative costs to deliver, netted out so that value is never shown gross.
03Evidence
The general ledger, contracts and operating data that move an item from implemented to verified.
04New opportunities
Value items raised by add-ons, renewals or change in the business, entered as identified.
05Slippage
Items falling behind their plan, raised before the quarterly review finds them.

03What the board receives

A ledger the board can read

Forecast and verified value are always reported apart, and nothing is counted twice.

  1. 01

    Ledger update

    Each item’s state, owner and evidence, refreshed on the agreed rhythm.

  2. 02

    Quarterly value report

    Forecast and verified value side by side, net of implementation cost.

  3. 03

    Exceptions and decisions

    What is slipping, what needs a decision, and who owns it.

  4. 04

    Renewal and opportunity watch

    Contract dates and new value items, raised before they become urgent.

  5. 05

    Exit evidence pack

    Verified value, investment still needed and known risks, assembled for a sale process.

04How it runs

A steady rhythm

  1. Each month

    Update

    Owners report progress, the evidence is checked, and an item changes state only when the evidence supports it.

  2. Each quarter

    Report

    The value report and its exceptions go to management and the board.

  3. Each year

    Review

    The plan and the ledger reviewed against the business as it is now.

  4. Before exit

    Assemble

    The evidence pack prepared for a buyer’s diligence.

The rhythm is agreed at the start, and can change as the hold goes on.

05What it isn’t

Clear about the limits

  • Not software

    A service run by senior people. There is nothing to license and no dashboard to buy.

  • Not an audit

    We check the evidence behind each value item. We do not audit the accounts.

  • Not a guarantee

    We promise no result. Management keeps ownership of the outcomes.

  • Not your finance team

    The ledger sits beside your own reporting and uses your data. It does not replace either.

06What happens next

Where the ledger starts

The first ledger comes from the work that came before it.

  1. After a Reset

    The value register from a Reset becomes the first ledger.

    Technology Value Reset

  2. After execution

    The value tracker from an execution engagement carries straight on.

    Execution & Integration

  3. On its own

    Where a plan already exists, we start by validating its items and their states.

Keeping value on track through the hold?

Tell us about the plan, what has been delivered and what the board needs to see.

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