Value Realization and Investment ROI Maturity Assessment

About this assessment

Many organizations approve technology investments on business cases nobody revisits: benefits are counted twice by two programs, time saved by AI tools is reported as savings while headcount and budgets stay the same, cases that miss their numbers are rescoped rather than stopped, and validated returns never change how the next case is estimated. This assessment follows one investment from mandate to retirement: the value framework, review board, benefit and appraisal standards, sponsor accountability and benefit owner enablement; the business case, lifecycle cost including consumption and AI costs, benefit plans and baselines, benefit logic and dis-benefits, optimism bias, ownership, independent challenge and approval; the portfolio value map, reprioritization, stop and recovery decisions, value metrics and roll-up of domain value registers; traceability, viability, scope change, incremental value, business change and value acceptance during delivery; adoption, run-cost ownership and benefit handover at closure; tracking, attribution, finance validation and budget take-out, cost reconciliation, post-implementation and return validation, shortfall disclosure, AI value claims and one system of record; and lifecycle monitoring, hand-offs for low-value and retired assets, forecast calibration, benchmarking, controls on AI-assisted analysis and improvement. It is the value deep dive of the Technology Governance family. The hub, Technology Governance and Strategy, sets decision rights, thresholds, ranking criteria and gate authority; IT Budget and Financial Management keeps budgets, the planning calendar and savings validation; PRINCE2 portfolio and program, Project Management and AI Use Case models keep their method registers, which conform to the standards here.