A RACI matrix identifies
Choose 3 answers.
Correct Answer: A, D, E
The correct answers are A, D, and E. A RACI matrix is a facilitation and stakeholder-management tool used to clarify how individuals or stakeholder groups participate in activities, tasks, deliverables, or decisions. In VM practice, this supports the facilitator’s responsibility to coordinate participation, communication, and accountability across the multidisciplinary study environment. The SAVE Study Guide emphasizes that VM is performed through a systematic process by a multidisciplinary team and that proper stakeholder participation is necessary to capture real needs versus wants and achieve maximum value. ()
A RACI matrix identifies the level of stakeholder involvement in activities by assigning roles such as Responsible, Accountable, Consulted, and Informed. It also identifies stakeholders required to provide feedback, which aligns with the Consulted role. Cornell’s RACI definition describes Consulted parties as people whose opinions are sought and who provide knowledge or information before a decision is made. It also describes Informed parties as stakeholders kept updated on progress, process execution, and quality. (it.cornell.edu) Therefore, the matrix also helps identify what reasonable information should be provided to stakeholders. Threats and opportunities belong to risk or SWOT analysis, while weighted performance attributes belong to criteria weighting or evaluation methods.
Reference/topics: VM Facilitation; Stakeholder Engagement; Communication Planning; Team Roles and Responsibilities; RACI Matrix.
Which of the following are specific VM facilitator tasks to be completed prior to the VM study workshop?
Choose 2 answers.
Correct Answer: A, B
The correct answers are A and B because both are facilitator responsibilities performed during the Pre-Workshop / Preparation Phase. The SAVE study guide defines this stage as the point where the team must ”Plan and organize the Value Study” and asks the fundamental question: ”What has to be done to prepare for a Value Study?” Its listed activities include obtaining project data, collecting key documents such as scope definitions, drawings, specifications, reports, estimates, gathering customer/user information, distributing information to team members, developing the study schedule, and determining dates, times, location, and logistical needs. (cdn..com)
Therefore, compiling information for use in the Information Phase is a proper facilitator task. Likewise, developing a high-level agenda or schedule and reviewing it with the client for concurrence is consistent with the preparation requirement to establish scope, objectives, timing, logistics, roles, responsibilities, and management expectations before the workshop begins.
Option C is incorrect because Implementation occurs after the workshop when accepted alternatives are reviewed, action plans are assigned, and changes are tracked. (cdn..com) Option D is incorrect because identifying project functions is principally a Function Analysis Phase team activity, not a facilitator pre-workshop decision. (cdn..com)
Reference/topics: Preparation Phase; Pre-Workshop Activities; Information Phase Readiness; VM Facilitation and Team Dynamics.
Which of the following are appropriate techniques to achieve the expected output of the Evaluation Phase?
Correct Answer: C
The correct answer is C. Coarse, medium, and fine filters. In the VM Job Plan, the Evaluation Phase converts the large number of ideas generated during the Creativity Phase into a smaller, rationally selected group of ideas suitable for Development. SAVE’s Value Methodology Standard states that the Evaluation Phase uses a structured evaluation process to select ideas with potential for value improvement while still delivering required functions and respecting performance requirements and resource limits. ()
The SAVE International Core Competencies directly classify Evaluation Phase techniques as coarse filter, medium filter, and fine filter methods. These appear under ”Apply Evaluation Techniques,” with coarse filters representing simple screening, medium filters supporting intermediate comparison, and fine filters supporting more detailed evaluation before ideas move into development. ()
Option A, weighted evaluation, can be part of a detailed or fine-filter evaluation, but it is not the complete filtering approach named in the CVS/VM Guide framework. Options B and D are more closely associated with idea generation or creative stimulation, not the primary structured filtering process of the Evaluation Phase.
Reference/topics: Evaluation Phase; Apply Evaluation Techniques; Coarse Filter; Medium Filter; Fine Filter; Idea Selection.
Which of the following considerations should be included in the Implementation Plan for each of the accepted VM proposals?
Choose 3 answers.
Correct Answer: A, B, C
The correct answers are A, B, and C. An implementation plan for accepted VM proposals must translate approved recommendations into executable action. Therefore, it must identify the implementation costs, the responsible parties, and the schedule for completing the required activities. The SAVE Value Methodology Standard states that during proposal development, the team prepares implementation requirements, including estimated initial costs, life-cycle costs, and implementation costs, while accounting for risk and uncertainty. It also requires technical data to identify schedule impact. (UW Courses)
The same Standard further specifies that the implementation plan should include the proposed schedule of all implementation activities, team assignments, and management requirements. This directly supports responsibility and schedule as required plan elements. (UW Courses) In the Implementation/Post-Study activity, assignments may be made to VM team members or to other individuals designated by management, so the key requirement is not generic ”VM Team involvement” but clear accountability. (UW Courses) ”New proposals” are not part of the implementation plan for already accepted proposals; they would belong to a new study cycle or further development.
Reference/topics: Implementation Phase; Development Phase; Implementation Plan; Accepted VM Proposals; Responsibility Assignment; Schedule and Cost Requirements.
How does leveraging the ambiguity of functions foster creativity?
Choose 2 answers.
Correct Answer: B, D
The correct answers are B and D. In Value Methodology, functions are intentionally expressed at an abstract level, normally in an active verb / measurable noun format, so the team can move away from the existing physical solution and examine what the subject must accomplish. SAVE guidance states that the Function Analysis Phase requires understanding the project from a functional perspective: what it must do, rather than how it is currently conceived. It also states that this phase identifies functions on which to focus the Creativity Phase. ()
This abstraction creates productive ambiguity. Instead of locking the team into a component, design feature, or known process, the function statement reframes the subject context and opens multiple possible ways to satisfy the same need. That directly supports divergent thinking, which is specifically associated with Creativity in the CVS body of knowledge, including unrestricted idea generation, large quantities of ideas, and suspending judgment until Evaluation. ()
Option A is incorrect because convergent thinking belongs to Evaluation, where ideas are reduced and prioritized. Option C is also incorrect because structure may support FAST or function modeling, but ambiguity fosters creativity by loosening solution bias, not by focusing on structure.
Reference/topics: Creativity Phase; Function Analysis Phase; Divergent Thinking; Function Abstraction; Subject Reframing.
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