Formalus Value Architecture · Phase 1

Measure what is at stake with your own numbers, in one day.

Phase 1 Value Focus — Executive Sizing Day

£2,500 · one day on site · credited in full against a Value Map · prices exclude VAT

The free assessment estimates the opportunity from your sector. Value Focus measures it with your numbers. In one day with your finance lead and the owner of the decision, we turn about twelve of your own figures into a value range you can defend, and decide together whether a Value Map is worth commissioning.

The question it answers

How much is at stake in one commercial decision, and is a Value Map worth it?

Value Focus is the first time your own figures are used. It starts from the indicative figure in your free assessment and rebuilds it driver by driver, replacing each sector assumption with your number. If your figures move the estimate up or down, that change is itself a finding.

How the first three steps differ
Free AI Opportunity AssessmentPhase 1 Value FocusPhase 2 Value Map
Time60 minutes online, after a 10-minute questionnaireOne day on site, plus about two hours of pre-workAbout six weeks
EvidenceSector model, public information and your questionnaire answersAbout twelve headline figures from your accounts and CRMYour data, 15–20 interviews, customer or member voice, benchmarks
Who takes partThe accountable executive, plus one or two colleaguesCEO or MD, finance director, and the owner of the decisionEvery function that touches the journey
ScopeThe whole business, at sector levelOne commercial decision areaThe full journey for the chosen area
The figureAn indicative view of value at stake, research-backedModelled value at stake: low, central and high, every assumption shown, client-validatedMoney put against each moment of the journey
Decision gateSponsor agrees a Value Focus daySponsor signs the Value Map charter, or stopsLeadership prioritises the workstreams

The free assessment estimates from your sector. Value Focus measures it with your numbers.

How it works

One week of light pre-work, one day together, one report.

We build a first-cut model before we arrive, so the day is spent testing it against your figures, not collecting them.

  1. Pre-workOne week beforeYou complete a one-page template of headline figures for your sector, about two hours for most finance teams. We build the first-cut model from it.
  2. Test the modelMorningWith your finance director and the owner of the decision: every assumption checked against your numbers and corrected in the room.
  3. Data checkMiddayCan the business answer the questions a Value Map will ask? Each is marked yes, partly or no, so you know early where evidence is thin.
  4. Agree the scopeAfternoonWith the CEO or MD: the decision area, the value range, the success measure and the scope of a Value Map.
  5. Report and proposalWithin five working daysA 6–8 page Value Focus report, the Value Map charter and a fixed-price proposal.
By sector

The figures we ask for, by sector.

Headline numbers your finance team already holds. Where a figure is not tracked today, we note it and work from the best available estimate.

Mobile operators

Active customer base, churn by tenure band if held, retention spend, offer take-up and average customer contribution.

Typical decision area: where retention spend goes, and to whom.

Multi-site retailers

Promoted share of sales, total discount cost, gross margin by channel and the number of promotions run each year.

Typical decision area: which promotions are approved, and on what terms.

Membership organisations

Number of members, first-year and overall lapse rates, average subscription and the cost of recruiting a new member.

Typical decision area: how members are engaged before their first renewal.

What you receive

A value range that is yours, not the sector’s.

The range is labelled client-validated: built from your figures and tested with your finance lead. It is not a business case or a measured result. That comes later, from Value Map and Value Blueprint.

  • Modelled value at stake: low, central, high
  • Every assumption shown, sector or yours
  • Data availability check
  • Agreed decision area and success measure
  • 6–8 page Value Focus report
  • Value Map charter
  • Fixed-price Value Map proposal
Before

An indicative figure from your sector, and a six-week investigation you cannot yet justify to your board.

After

A value range built from your own numbers, a clear view of what data exists, and a Value Map that is already chartered, so it starts straight at interviews.

Decision gate. Your sponsor signs the Value Map charter, or stops. If your figures do not support a Value Map, we say so, and you keep the report and the model.

The £2,500 fee is credited in full against a Value Map commissioned within 60 days, so if you continue, the day costs you nothing extra.

Where it sits

One step in the Formalus Value Architecture.

You commit to one step at a time, never to the whole path. Each step ends with a decision your leadership owns.

  1. Free Value Signal Free AI Opportunity Assessment Is there enough commercial value to investigate? Free Get Your Free Assessment Sponsor agrees a Value Focus day
  2. Phase 1 Value Focus Executive Sizing Day How much is at stake, and is a Value Map worth it? £2,500 · one day, credited See Value Focus Sponsor signs the Value Map charter
  3. Phase 2 Value Map Discovery & Audit Where is value being won and lost? From £15,000 See Value Map Leadership prioritises the workstreams
  4. Phase 3 Value Blueprint Requirements, Specification & Redesign What must change, and is the investment justified? From £25,000 See Value Blueprint Board approval; baseline locked
  5. Phase 4 Value Assurance Support through the build Is the build preserving the value case, and are people working the new way? From £5,000 a month See Value Assurance Alongside: your technology partner builds Go-live; assurance complete
  6. Phase 5 Value Ledger Value Realisation & Optimisation Is the investment delivering attributable value? From £5,000 a month See Value Ledger The next justified Value Map
The Formalus Value Architecture. You commit to one step at a time. The Value Focus fee is credited in full against a Value Map commissioned within 60 days. Value Assurance runs during the build; Value Ledger starts only after go-live, so the two are never charged together. Prices exclude VAT; every engagement is scoped and agreed with you.

Is there enough value to size?

Start with a Free AI Opportunity Assessment. In 60 minutes we look at the commercial result you want to improve and whether a Value Focus day is justified.

A free 60-minute executive discussion, followed by a concise written assessment.

Get Your Free Assessment