The Monthly Value Summary turns a month of technology work into a one-page story an owner can read and repeat.
Monthly Summary
| Company | Month | Status | Hours saved | Money saved | Risks closed | Runway on track? |
|---|
| | | | | | |
Narrative Sections
| Section | Narrative |
|---|
| Headline | |
| Value delivered | |
| Issues solved | |
| Risk reduced | |
| Roadmap progress | |
| Decisions made | |
| What is next | |
Value Entry Card
| Field | Entry |
|---|
| What changed | |
| Business impact | |
| Estimated value (hours / dollars / risk reduced) | |
| How the estimate was made | |
| Evidence or source | |
Honesty Test
| Question | Yes / No |
|---|
| Can we point to what actually changed? | |
| Is the value tied to a business outcome? | |
| Is the estimate conservative and explainable? | |
| Would the owner agree the value is real? | |