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Value Intelligence Maturity Self-Assessment

Where does your organization actually sit on value intelligence maturity?

Nine questions, one for each dimension of the valueIQ Value Intelligence Maturity Model™. Pick the statement closest to how things really work today rather than how they are meant to. It takes about three minutes. The data is anonymous and is only used to build a general view of value management maturity.

Review the nine dimensions — before starting, you may want to review them quickly here, or if you want to go deeper download the full model.

Before you start, pick what you are scoring — a company, a business unit, a product line, or one revenue motion — and hold it for all nine answers. Maturity varies more between motions inside a company than it does between companies. Staying focused will give clarity and make it easier to take action.

Dimension 1Activities

What actually happens on a deal today

Every rep improvises their own value pitch, usually after price comes upWe have a template. It gets used on the big deals and skipped on the restThere is a documented method, and every qualifying deal follows itExpected value, delivery and renewal evidence are managed as one process, and measuredVerified outcomes and experiments continuously improve drivers, pricing and enablement

Dimension 2Business Case Practice

How business cases get built

Built from scratch per deal, then thrown awayOne template in circulation. Quality depends entirely on who used itA standard method on every qualifying deal, each assumption with a source and an ownerCases are co-developed and validated with the customer's own finance and operational peopleReusable models and AI produce an executive-ready first case fast, without losing traceability

Dimension 3Artifacts

What the work leaves behind

Nothing that outlives the dealA spreadsheet or deck on somebody's laptop, copied by handStandard internal artifacts with a taxonomy, versioning, owners and approval statusArtifacts are structured, versioned and linked, and every claim traces to its sourceExposing them to customers or their agents is a choice we have actively taken or declined

Dimension 4Value Data & Proof

What you can show at renewal

Nothing. Renewals start from a usage dashboardA few outcome stories, collected informallyA governed taxonomy of drivers and evidence, with a measurement plan on every caseA record connecting expected value, agreed measures, realized outcomes and customer confirmationVerified outcomes improve benchmarks and future cases, and we separate correlation from causation

Dimension 5Pricing Strategy

What sets your price

Cost plus a margin, or whatever the competitor chargesReactive and request-driven. Familiar reference prices, exceptions negotiated deal by dealA documented value architecture connects segments, drivers, metrics, packaging and priceMaterial decisions use customer- or segment-specific value models, with thresholds on exceptionsPricing adapts on verified outcomes and controlled tests; we can state what each side captures

Dimension 6Investment

What is actually funded

No budget line at allOccasional spend from a discretionary budget, and one person absorbs the workAnnual plans allocate across people, method, data, training, governance and technologyManaged as a portfolio, with capacity models, unit economics and a measured returnDurable commercial tooling rather than a project, with gains reinvested where leverage is highest

Dimension 7Ownership

Who is accountable

Nobody, specificallyOne person who took it on themselves, with no formal mandateA named role owns the method — usually a Value Engineer, and the mandate stops at signatureOne accountable executive, plus a Customer Value Manager owning realized value after the saleA dedicated Chief Value Officer, with value creation and capture reported to the board

Dimension 8Capabilities

The skills your team actually holds

Nobody has been trained in value or pricing methodA small number of experienced people can do it, for familiar casesRole-based capabilities are defined and trained across the functions, AI validation includedProficiency is measured; specialists curate models while frontline teams use governed agentsPeople and AI agents jointly test and refine hypotheses, and capability survives staff changes

Dimension 9Management Systems

How the work is governed

No standard workflow, decision rights or measures. Each deal team decides for itselfA template repository and informal review, but the workflows downstream are disconnectedA stage-gated process, a governed model registry, and defined AI and audit controlsA connected value-data architecture, formal decision rights, and measures that trigger actionA closed loop: changes tested, versioned, reversible and auditable, every agent with an owner

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Want the reasoning behind each stage?

The full model covers all nine dimensions in depth: the key questions and maturity signals for each, what changes at every stage, and the research behind it.

Get the full Value Intelligence Maturity Model™

The valueIQ Value Intelligence Maturity Model™. © 2026 valueIQ. All rights reserved. valueIQ and the valueIQ Value Intelligence Maturity Model are trademarks of ValueIQ Technologies Inc. Your answers are recorded anonymously so we can study how organizations score across the nine dimensions. We keep the nine stage values and the time of submission, and nothing else — no name, no email address, no IP address — so a response cannot be traced back to you or your organization. Your overall stage is the mean of the nine dimension scores rounded to the nearest whole stage, with the range shown alongside it so an uneven profile stays visible rather than being averaged away.

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