Read Guide · Finance · Free sample

Twelve questions to ask
before you fund it.

One function of a five-function instrument, published in full so you can judge the depth. These twelve read Prove — how finance evidences value. Each question is paired with the answer that should worry you. This is not a task list; there is nothing here to tick off as done. It is the inquiry that establishes actual state.

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Prove How value is evidenced 12 questions
01

For a completed initiative, what evidence shows the benefit was realized?

The tellThe project closed on budget.

02

Was the post-state measured the same way as the baseline?

The tellThe method changed, and nobody flagged it.

03

Who verifies a claimed saving, and are they independent of the claimant?

The tellThe sponsor self-certifies.

04

Do claimed savings appear as a budget reduction?

The tellThey are described as capacity released.

05

What share of last year’s claimed benefits trace to a P&L line?

The tellIt has never been attempted.

06

When a benefit fails to materialise, what happens to the claim?

The tellIt is quietly restated.

07

Is the population measured the population claimed?

The tellA pilot’s result is extrapolated to the whole.

08

What is excluded from a benefit calculation, and is that documented?

The tellExclusions are verbal.

09

Can an outsider reproduce a reported saving from source records?

The tellOnly the analyst can.

10

What would falsify the reported benefit?

The tellThe question has never been asked.

11

How are the one-off costs of achieving a benefit reported against it?

The tellSeparately, and less prominently.

12

Does the audit trail survive the departure of the person who built it?

The tellIt does not.

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ZBTOS™ by ETEGY · zbtos.com/read-guide-finance.html · Finance Read Guide — Prove sample, 12 of 60 questions. The complete instrument is Foundation and Practitioner Intensive course material.
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Sixty questions across all five GSDPI™ functions, with the five-function profile. It is taught and issued inside Foundation and the Practitioner Intensive, because running it well is a skill — the questions are the easy half.

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