A research pack for testing whether a portfolio company's value creation plan rests on evidence or on optimism. It helps teams decide which interventions to fund, which to pilot first and which to set aside.
What this pack covers
The pack has thirteen sections. They cover the decision and when to use the pack, applicability limits, an inputs table with an evidence hierarchy, and a repeatable method that works back from the return target. The method includes written formulas and scoring anchors. Further sections cover governance gates, a risk register, KPI definitions for earnings, cash and benefit delivery, and a fully synthetic case with a failure scenario and a classroom exercise. Copyable templates include an assumption register, source log, research question log, scoring worksheet, growth calculator and challenge checklist.
- Purpose and decision
- Context and applicability
- Inputs and evidence
- Definitions and assumptions
- Method and analytical logic
- Current-state assessment
- Options and business case
- Recommended design
- Execution and activation
- Governance and risk
- Measurement and benefits
- Worked example and practice
- Working tools and references