The Value Erosion Scorecard

If it doesn't show up in the numbers, it didn't happen.

Score your transformation against the 5 stages of the Value Realisation Model. In ten minutes, see where value is eroding, the maturity tier you're in, and the typical $ recoverable from a program your size.

  • 15 questions, 5 stages, ~10 minutes. Designed for CFOs, COOs, and transformation leaders.
  • Provocative, not generic. The questions are uncomfortable on purpose — that's how value gets surfaced.
  • You get a readout, not a brochure. Maturity tier, your three biggest erosion points, and a sense of the dollars on the table.
See the paid Diagnostic

No spam. Your result is shown on-screen and emailed to you. We never sell or share your details.

Step 1 of 2 — The questions

Score each statement against your current transformation.

1 = Not at all. 5 = Fully in place. Answer instinctively — your gut is closer to the truth than the steerco deck.

Please answer all 15 questions before continuing — the missing ones are highlighted.
Stage 1 of 5

Value Definition — Have you defined the dollars?

1. We have a board-approved, dollar-quantified view of the value our transformation is targeting.
2. Every value pool — revenue, cost, cash, capital efficiency — has a named owner with explicit $ targets.
3. Our baseline metrics are signed off by Finance — not estimated by the program team.
Stage 2 of 5

Initiative Alignment — Does every initiative ladder to a number?

4. Every initiative in the program has a directly traceable line to a specific financial outcome.
5. Initiatives are prioritised on ROI and feasibility — not political weight or sunk cost.
6. We have killed initiatives in the last 12 months because they didn't ladder to value.
Stage 3 of 5

Data & Measurement — Can you see value in real time?

7. We can trace any reported number from source to report without ambiguity.
8. Value realisation is measured in real time — not surfaced once a month at close.
9. We have quantified the financial impact of our current data gaps.
Stage 4 of 5

Execution & Embedding — Is value tracking how delivery actually runs?

10. Value tracking is embedded in our weekly/monthly delivery cadence — not bolted on after the fact.
11. Delivery leaders' incentives are aligned to value delivered — not milestones hit.
12. Finance is in the PMO room weekly — not just at month-end.
Stage 5 of 5

Realisation & Optimisation — Does the value actually land?

13. We track realised vs forecast value monthly and explain variances at the board.
14. Capital freed up by initiatives is routinely redeployed into the next prioritised opportunity.
15. The board sees value reported in P&L / balance sheet terms — not RAG status.
0 of 15 answered
Step 2 of 2 — Your readout

Where should we send your scorecard?

We'll show it here and email a copy you can forward — useful for sharing with your CEO, CIO, or program sponsor.

By submitting, you agree we may email you your scorecard plus the occasional Metis perspective. Unsubscribe any time. No third-party sharing — ever.

Your Value Erosion Scorecard

Your maturity tier

Tier —

Value Definition
Initiative Alignment
Data & Measurement
Execution & Embedding
Realisation & Optimisation
Total score

Your three biggest erosion points

Next step

Want the real $ number — not a self-scored estimate?

The Value Erosion Diagnostic puts a senior CFO-level operator on your program for two to six weeks and quantifies recoverable value with a board-grade readout. Fixed scope, fixed fee from $18,000. If we can't identify recoverable value worth multiples of the fee, you get a clear answer and no obligation to continue.

A copy of your scorecard has been emailed to you. If it doesn't arrive within a few minutes, check spam, then drop me a line at helen@metisperformance.com.