Executive summary
A method for reconciling what a product rationalization actually delivered against what the investment case promised, and deciding what to do about the gap.
What is inside
What the review covers
The asset takes the approved rationalization case and walks the team from a reconstructed benefits register through measurement, certification, variance analysis and attribution testing to a quarterly performance review, ending in benefits banked into budgets and a documented case closure.
- Scope: from the first retirement wave through to benefits banked and case closure
- Rebuilding the benefits register from the approved investment case
- Measuring delivered benefits against baselines, mechanism by mechanism
- Separating real variances from timing, scope and attribution effects
- Standing controls for double counting with parallel programs
- A quarterly review cycle with explicit confirm, correct, re-forecast and close decisions
- Banking delivered benefits into budgets and closing the case honestly