# Value assessment and handover plan

At investment reviews, expansion, handover or exit.

## Baseline, comparison tasks and time window

[Add known information or your judgment. Mark unknowns for follow-up and explain when a field does not apply.]

## Capability, behavior, business and financial improvements

[Add known information or your judgment. Mark unknowns for follow-up and explain when a field does not apply.]

## Full costs and distribution of work

[Add known information or your judgment. Mark unknowns for follow-up and explain when a field does not apply.]

## Key assumptions and remaining uncertainty

[Add known information or your judgment. Mark unknowns for follow-up and explain when a field does not apply.]

## Costs of continuing, narrowing, expanding or exiting

[Add known information or your judgment. Mark unknowns for follow-up and explain when a field does not apply.]

## Receiving team, access and support

[Add known information or your judgment. Mark unknowns for follow-up and explain when a field does not apply.]

## Recipient-led pause and recovery rehearsal

[Add known information or your judgment. Mark unknowns for follow-up and explain when a field does not apply.]

## Product feedback and review conditions

[Add known information or your judgment. Mark unknowns for follow-up and explain when a field does not apply.]

## Check your work

Do not equate minutes saved with cash. Verify recipient-led operation and name an owner for every responsibility.

© 2026 FDE01. For personal study; team use and redistribution require written permission.
