Catalogue › Value Realisation

CopilotForge - Value Realisation

Use it in Copilot Cowork: download the Value Realisation plugin for Copilot Cowork and upload it under Customize > Plugins > Upload plugin. How to install.

Define baselines, measures and ownership so adoption and deployed solutions create demonstrable value.

Layer: transformation
Lead role: Benefits Realisation Lead
Plugin name: copilotforge-value-realisation

Skill Status Lifecycle Description

adoption-to-value-metrics draft Mobilise, Launch, Measure, Improve Builds the measurement chain from adoption to benefit - usage, then scenario behaviour, then work outcome, then benefit - choosing leading indicators for their link to a named benefit and diagnosing where the chain breaks, so usage is never reported as value. Use when reports show active users but no outcomes, when a sponsor treats adoption as return, or when early warning is needed before benefits can be measured.

baseline-design draft Envision, Mobilise, Deliver, Measure Designs the baselines that must be captured before an AI change goes live - exact measure definitions, method, window, data source, sample and a comparison group where fair - so benefits can be proven later rather than asserted. Use when a launch or pilot date is set and nothing has been measured, when baselines rest on memory or vendor figures, or when seasonal or parallel change would make a simple before-and-after misleading.

benefit-hypothesis draft Envision, Mobilise, Deliver Turns an approved value hypothesis into formal benefit statements, each with one change, one measure, a direction, a baseline, a target range, timing, an owner role, the enabling changes it depends on and any expected dis-benefits, ready for the benefits register. Use when an opportunity has been approved, when a case lists vague benefits such as efficiency or better insight, or when two solutions claim the same benefit.

benefit-owner draft Mobilise, Deliver, Measure, Improve Assigns an accountable business owner role to every benefit, agrees what ownership means - influencing the change, signing off baseline and target, deciding how released capacity is used, reporting and escalating - and sets up the support, hand-over and escalation owners need. Use when benefits sit with IT or the CoE, when an owner has moved role, or when owners have signed up to benefits they cannot influence.

benefit-realisation-plan draft Mobilise, Deliver, Launch, Measure, Improve Plans how AI benefits will be realised over time - the benefits register, each benefit's profile by period, the enabling changes and decisions as milestones, measurement points, owners, review cadence, tolerances and closure rules - so value is tracked to closure rather than declared at launch. Use when a case is approved, when benefits have no dates or tracking, or when a portfolio needs one register and review rhythm.

financial-benefits draft Envision, Mobilise, Measure, Improve Quantifies the financial benefits of AI work with the finance function, classifying each as cashable, non-cashable, cost avoidance or revenue, agreeing the valuation method, evidence and budget line, and keeping released time apart from cash until a decision redeploys or removes cost. Use when a case or CFO needs money figures, when hours saved are being multiplied into savings, or when benefits must be banked in budgets.

non-financial-benefits draft Envision, Mobilise, Measure, Improve Measures AI benefits that should not be forced into money - customer and employee experience, risk and compliance reduction, decision quality, resilience and organisational capability - with defined indicators, baselines, owners and an evidence standard for each, and no spurious cash value. Use when a case rests on experience or risk reduction, when finance dismisses soft benefits, or when capability gains need evidence a sponsor will accept.

post-implementation-review draft Measure, Scale, Improve Runs a post-implementation review an agreed period after an AI solution or programme goes live, comparing actual outcomes, costs, adoption, quality and risk with the approved case, explaining each variance, capturing lessons and agreeing actions for benefits still to come. Use when a live solution reaches its review date, when a funding body asks whether the case was delivered, or when lessons should improve how future cases are estimated.

productivity-measurement draft Deliver, Launch, Measure, Improve Measures the productivity effect of Copilot, agents, Cowork tasks and automation credibly - throughput, cycle time and capacity released from work data, sampled timing and comparison groups - and tracks where released capacity went, keeping self-reported hours saved as a perception measure only. Use when an hours-saved survey is challenged, when a sponsor asks what people did with saved time, or when a pilot must show a productivity effect.

quality-measurement draft Deliver, Launch, Measure, Improve Measures how AI-assisted work changes business quality after launch - accuracy, rework, errors reaching customers, compliance exceptions and consistency - through sampled review against a rubric, operational defect data and comparison with unassisted work. Use when a sponsor asks whether AI-assisted work is better or only faster, when rework or complaints rise after launch, or when productivity gains need a quality guard.

roi-model draft Envision, Mobilise, Measure, Scale, Improve Builds a transparent return-on-investment model for an AI initiative or portfolio - full costs across licences, consumption, build, run, review effort, support and change, benefits by class and timing, low, central and high ranges, sensitivity to key assumptions and an assumptions log. Use when a case or renewal needs a return figure, when an ROI number cannot be traced to its inputs, or when estimated and actual return must be compared.

value-dashboard draft Measure, Scale, Improve Specifies a sponsor value dashboard for the AI portfolio across value, adoption, capability and governance, with each tile's measure, method, confidence, baseline, owner and source, plus the data flow from the benefits register, refresh, access, minimum group size and caveats, ready for a report builder. Use when sponsors need one view of realised value, when a dashboard shows usage alone, or when a chosen scorecard now needs building.

Skill	Status	Lifecycle	Description
`adoption-to-value-metrics`	draft	Mobilise, Launch, Measure, Improve	Builds the measurement chain from adoption to benefit - usage, then scenario behaviour, then work outcome, then benefit - choosing leading indicators for their link to a named benefit and diagnosing where the chain breaks, so usage is never reported as value. Use when reports show active users but no outcomes, when a sponsor treats adoption as return, or when early warning is needed before benefits can be measured.
`baseline-design`	draft	Envision, Mobilise, Deliver, Measure	Designs the baselines that must be captured before an AI change goes live - exact measure definitions, method, window, data source, sample and a comparison group where fair - so benefits can be proven later rather than asserted. Use when a launch or pilot date is set and nothing has been measured, when baselines rest on memory or vendor figures, or when seasonal or parallel change would make a simple before-and-after misleading.
`benefit-hypothesis`	draft	Envision, Mobilise, Deliver	Turns an approved value hypothesis into formal benefit statements, each with one change, one measure, a direction, a baseline, a target range, timing, an owner role, the enabling changes it depends on and any expected dis-benefits, ready for the benefits register. Use when an opportunity has been approved, when a case lists vague benefits such as efficiency or better insight, or when two solutions claim the same benefit.
`benefit-owner`	draft	Mobilise, Deliver, Measure, Improve	Assigns an accountable business owner role to every benefit, agrees what ownership means - influencing the change, signing off baseline and target, deciding how released capacity is used, reporting and escalating - and sets up the support, hand-over and escalation owners need. Use when benefits sit with IT or the CoE, when an owner has moved role, or when owners have signed up to benefits they cannot influence.
`benefit-realisation-plan`	draft	Mobilise, Deliver, Launch, Measure, Improve	Plans how AI benefits will be realised over time - the benefits register, each benefit's profile by period, the enabling changes and decisions as milestones, measurement points, owners, review cadence, tolerances and closure rules - so value is tracked to closure rather than declared at launch. Use when a case is approved, when benefits have no dates or tracking, or when a portfolio needs one register and review rhythm.
`financial-benefits`	draft	Envision, Mobilise, Measure, Improve	Quantifies the financial benefits of AI work with the finance function, classifying each as cashable, non-cashable, cost avoidance or revenue, agreeing the valuation method, evidence and budget line, and keeping released time apart from cash until a decision redeploys or removes cost. Use when a case or CFO needs money figures, when hours saved are being multiplied into savings, or when benefits must be banked in budgets.
`non-financial-benefits`	draft	Envision, Mobilise, Measure, Improve	Measures AI benefits that should not be forced into money - customer and employee experience, risk and compliance reduction, decision quality, resilience and organisational capability - with defined indicators, baselines, owners and an evidence standard for each, and no spurious cash value. Use when a case rests on experience or risk reduction, when finance dismisses soft benefits, or when capability gains need evidence a sponsor will accept.
`post-implementation-review`	draft	Measure, Scale, Improve	Runs a post-implementation review an agreed period after an AI solution or programme goes live, comparing actual outcomes, costs, adoption, quality and risk with the approved case, explaining each variance, capturing lessons and agreeing actions for benefits still to come. Use when a live solution reaches its review date, when a funding body asks whether the case was delivered, or when lessons should improve how future cases are estimated.
`productivity-measurement`	draft	Deliver, Launch, Measure, Improve	Measures the productivity effect of Copilot, agents, Cowork tasks and automation credibly - throughput, cycle time and capacity released from work data, sampled timing and comparison groups - and tracks where released capacity went, keeping self-reported hours saved as a perception measure only. Use when an hours-saved survey is challenged, when a sponsor asks what people did with saved time, or when a pilot must show a productivity effect.
`quality-measurement`	draft	Deliver, Launch, Measure, Improve	Measures how AI-assisted work changes business quality after launch - accuracy, rework, errors reaching customers, compliance exceptions and consistency - through sampled review against a rubric, operational defect data and comparison with unassisted work. Use when a sponsor asks whether AI-assisted work is better or only faster, when rework or complaints rise after launch, or when productivity gains need a quality guard.
`roi-model`	draft	Envision, Mobilise, Measure, Scale, Improve	Builds a transparent return-on-investment model for an AI initiative or portfolio - full costs across licences, consumption, build, run, review effort, support and change, benefits by class and timing, low, central and high ranges, sensitivity to key assumptions and an assumptions log. Use when a case or renewal needs a return figure, when an ROI number cannot be traced to its inputs, or when estimated and actual return must be compared.
`value-dashboard`	draft	Measure, Scale, Improve	Specifies a sponsor value dashboard for the AI portfolio across value, adoption, capability and governance, with each tile's measure, method, confidence, baseline, owner and source, plus the data flow from the benefits register, refresh, access, minimum group size and caveats, ready for a report builder. Use when sponsors need one view of realised value, when a dashboard shows usage alone, or when a chosen scorecard now needs building.

Credit

Created by Simon Foote as part of CopilotForge. Content is licensed under CC BY 4.0; keep the credit in each skill's license and authors fields when you share or adapt it. See NOTICE.md in the repository.