Intermediate Learning Path¶
Deepen your ValuePact skills with advanced modeling, stakeholder management, and analytics.
Who this is for¶
End User Analyst
Prerequisites¶
- Completed Beginner Learning Path or equivalent experience
- At least 2 initiatives created in ValuePact
Learning objectives¶
After completing this path, you will be able to:
- Build complex driver trees with dependencies
- Manage stakeholder engagement strategically
- Interpret analytics and variance reports
- Configure custom workflows
- Use integrations effectively
Modules¶
Module 1: Advanced value modeling (60 min)¶
- Core Concepts → Driver Trees
- Build multi-level driver trees
- Configure cross-initiative dependencies
- Use scenario modeling (best/expected/worst case)
- Apply sensitivity analysis
Module 2: Stakeholder management (45 min)¶
- User Guides → Managing Stakeholders
- Map influence and interest matrices
- Set up RACI assignments
- Configure engagement tracking
- Use persona-driven messaging
Module 3: Analytics interpretation (60 min)¶
- Analytics → Interpreting Analytics
- Read ROI analytics dashboards
- Interpret forecast accuracy metrics
- Use trend analysis for planning
- Compare against benchmarks
Module 4: Custom workflows (45 min)¶
- Workflow Management → Approval Workflows
- Configure multi-stage approvals
- Set up escalation rules
- Use automation triggers
Module 5: Integrations (45 min)¶
- Integrations
- Connect Salesforce or HubSpot
- Configure sync schedules
- Map fields between systems
- Troubleshoot sync issues
Assessment¶
Complete the case study exercise and 25-question quiz. Passing score: 85%.