Beginner Learning Path¶
Get from first login to your first business case in under 3 hours.
Who this is for¶
End User New User
Prerequisites¶
- ValuePact account with active organization membership
- Basic understanding of your organization's value framework
Learning objectives¶
After completing this path, you will be able to:
- Navigate the ValuePact platform confidently
- Create and populate an initiative
- Build a basic value model
- Generate a business case
- Share deliverables with stakeholders
Modules¶
Module 1: Platform orientation (30 min)¶
- Getting Started → Navigating the Platform
- Explore the four workspaces: Intelligence, Value Studio, Deliverables, Governance
- Understand the left rail, top nav, and right rail panels
- Practice switching between organizations
Module 2: Your first initiative (45 min)¶
- User Guides → Creating a Value Initiative
- Create a new initiative with name, description, and timeline
- Add basic stakeholders
- Set initial status to
draft
Module 3: Value modeling (45 min)¶
- Core Concepts → Value Metrics
- Core Concepts → ROI Calculations
- Add 3–5 value drivers to your initiative
- Configure a basic ROI calculation
- Set baselines and targets
Module 4: Building a business case (30 min)¶
- User Guides → Building a Business Case
- Use a template to structure your business case
- Add narrative and financial sections
- Generate the executive summary view
Module 5: Sharing and collaboration (15 min)¶
- User Guides → Collaboration
- Share your business case with a colleague
- Add a comment requesting feedback
- Export to PDF
Assessment¶
Complete the 20-question quiz in the learning portal. Passing score: 80%.
Next steps¶
- Proceed to Intermediate Learning Path
- Explore Best Practices
- Join the community forum