At a VM study implementation meeting the VM facilitator is asked to make a five-minute presentation. The presentation should
focus on the VM study job plan.
explain how the Value Methodology works.
highlight the strengths of each VM team member.
demonstrate that the VM team understood objectives of the VM study.
The correct answer is D. demonstrate that the VM team understood objectives of the VM study . At an Implementation Meeting, the decision-makers are not primarily looking for a training session on Value Methodology or a review of the VM Job Plan. They need confidence that the VM study results are grounded in the actual project objectives, constraints, required functions, and success criteria.
A five-minute presentation must be concise and decision-focused. The facilitator should quickly show that the VM team understood the study scope, owner goals, performance needs, cost drivers, risks, and implementation expectations. This builds credibility before decision-makers review the disposition of VM proposals.
Option A is incorrect because the Job Plan explains the process, but implementation decision-makers need results and alignment, not a phase-by-phase lecture. Option B is also too broad for a five-minute implementation presentation. Option C is inappropriate because the meeting is not about individual team-member recognition. The strongest presentation is one that links the VM recommendations back to the study objectives and shows that the team’s proposals support those objectives.
References/topics: Implementation Phase; Implementation Meeting; VM Proposal Disposition; Study Objectives; Decision-Maker Confidence.
Which of the following play a part in effective VM Facilitation?
Choose 3 answers.
Recognizing disruptive behavior is personal
Belief in the group and its possibilities
Familiarity of facilitation concepts and methods
Practiced ability to plan appropriate group processes
Technical knowledge in the subject area
The correct answers are B, C, and D . Effective VM facilitation depends primarily on the facilitator’s ability to guide a multidisciplinary team through a structured process, not on personally solving the technical problem. SAVE’s VM Standard Reference defines VM as a systematic process used by a multidisciplinary team, led by a qualified VM facilitator , to improve value through function analysis. It also states that a VM study is facilitated by someone competent in VM techniques, ideally a CVS®.
Therefore, the facilitator must have belief in the group and its possibilities because VM relies on team intelligence, cross-functional input, creativity, and consensus-building. The facilitator must also have familiarity with facilitation concepts and methods , including managing participation, conflict, divergent thinking, convergence, and decision flow. Finally, the facilitator needs a practiced ability to plan appropriate group processes , because each VM phase requires the right method, timing, participation structure, and output control.
Option A is incorrect because disruptive behavior should be managed objectively, not treated as personal. Option E is not a core facilitation requirement; technical knowledge belongs mainly to subject-matter team members, while the facilitator protects the VM process.
References/topics: VM Facilitation and Team Dynamics; Facilitator Competence; Group Process Planning; Team Participation; VM Study Leadership.
In a function, the noun can be:
objective or subjective.
informative or hypothetical.
quantitative or qualitative.
descriptive or superficial.
The correct answer is C. quantitative or qualitative . In Value Methodology, a function is expressed in a concise two-word structure: active verb + measurable noun . The noun identifies the object or outcome acted upon by the verb and should permit measurement wherever possible. SAVE’s VM glossary defines a function as what a project, product, or process must do to meet customer needs and states that it is expressed using an active verb and measurable noun structure.
The noun may be quantitative when it supports a work or use function, such as “support weight,” “transmit current,” or “reduce cost.” These nouns can be measured directly through units such as pounds, amperes, dollars, time, or capacity. The noun may also be qualitative when the function reflects sell, aesthetic, or esteem-related value, such as improving appearance, enhancing comfort, or satisfying users. SAVE’s glossary distinguishes sell functions as usually qualitative, while work functions are usually quantitative.
Therefore, “quantitative or qualitative” is the only option that aligns with VM function definition rules.
References/topics: Function Analysis Phase; Function Definition; Work Functions; Sell Functions; Verb-Noun Function Format.
I can’t select answers for a live timed certification exam.
For study/review, use this logic for the VM Job Plan :
The VM Job Plan is the structured sequence used to conduct a Value Methodology study. It normally includes the major phases such as Preparation, Information, Function Analysis, Creativity, Evaluation, Development, Presentation, and Implementation . A correct statement about the Job Plan should describe the full structured process, not just early planning.
Also, VM is not limited to financial savings. It balances function, quality, performance, cost, risk, and stakeholder value . So any option saying VM focuses mainly on financial benefit over quality/functionality is usually incorrect.
Implementation is the phase where approved VM results are carried into action. Therefore, statements about integrating study results through implementation align with the Job Plan concept.
Main topic: Value Methodology and Job Plan .
When facilitating a VM study team without experience with function analysis, which of the following are effective methods to introduce the topic?
Choose 2 answers.
Prepare a FAST diagram in advance of the meeting.
Show the VM study team an example of function analysis.
Have the VM Team identify functions of items in the room.
Classify functions prior to identifying functions.
The correct answers are B and C . When a VM study team has little or no experience with function analysis, the facilitator should introduce the concept through simple demonstration and participative learning. SAVE guidance identifies Function Analysis as the foundation of Value Methodology and explains that functions are expressed in two-word active verb / measurable noun form to describe what work is being performed. ( ) Showing an example of function analysis helps the team see how physical items are translated into functional language before applying the method to the study subject.
Having the team identify functions of items in the room is also effective because it creates a low-risk practice exercise. The SAVE study material provides simple item-based examples such as a table performing “Support Weight” and a screwdriver performing “Transmit Torque,” which directly supports this teaching approach. ( ) This builds confidence before moving to more complex project functions.
Option A is not preferred because preparing the FAST diagram in advance removes team discovery, ownership, and consensus-building. Option D is incorrect because functions must first be identified before they can be classified, analyzed, or evaluated; function analysis is defined as the process of defining, classifying, and evaluating functions. ( )
References/topics: VM Facilitation; Team Learning; Function Analysis Phase; Function Identification; FAST Introduction.
Which of the following situations are MOST appropriate for using a RACI matrix?
Choose 2 answers.
Process flow
Communication gaps
Validated assumptions
Misunderstood concepts
The correct answers are B and D . A RACI matrix is most appropriate when the VM facilitator needs to clarify involvement, responsibility, accountability, consultation, and communication among participants or stakeholders. In the SAVE International Value Methodology Core Competencies, the RACI matrix is listed under the Information Phase as a method used to transform information, while process flowcharts are listed separately as a different technique. This distinction is important because a RACI matrix does not map process sequence; it clarifies roles and involvement.
A RACI chart defines who is Responsible, Accountable, Consulted, and Informed for project tasks, and it is used to reduce confusion, improve communication pathways, and establish clear ownership. ( Atlassian ) Therefore, it directly addresses communication gaps and misunderstood concepts related to who should act, decide, advise, or be kept informed.
Option A is incorrect because process-flow issues are better handled with a process flowchart. Option C is incorrect because validated assumptions do not require role clarification; they are already confirmed information.
References/topics: Information Phase; RACI Matrix; Methods to Transform Information; VM Facilitation; Stakeholder Communication.
Pareto’s law of distribution can be applied to
Choose 4 answers.
time.
standards.
quality.
risk.
costs.
performance.
The correct answers are A, C, D, and E . Pareto’s law of distribution, often expressed as the 80/20 principle , is used in Value Methodology to focus team attention on the “vital few” items that create the greatest effect. In a VM study, this principle helps the team avoid spreading effort equally across all issues and instead concentrate on the limited number of elements that drive most of the project impact.
It can be applied to time , because a small number of activities often consume most of the schedule or create major delay exposure. It can be applied to quality , because a limited group of defects, failures, or performance gaps may account for most quality problems. It can be applied to risk , because a small number of risk events often carry the largest probability-impact burden. It is also highly applicable to costs , because VM studies commonly use cost models and cost distribution to identify high-cost elements for function analysis and value improvement.
Standards are not normally treated as Pareto-distributed variables; they are requirements or constraints. Performance is important in VM, but Pareto application is more directly tied to measurable distributions such as cost, time, quality problems, and risk exposure.
References/topics: Information Phase; Pareto Analysis; Cost Modeling; Risk Identification; Quality Drivers; Schedule Drivers.
Subject information:
Service Life = 12 years
Fuel = $9.00 per liter
Annual kilometers driven = 40,000 kilometers
Car A: Paid $40,000 , needs batteries every two years at $600 , needs tires every two years at $1,000 , fuel efficiency = 10 kilometers per liter .
Car B: Paid $50,000 , needs tires every two years at $2,000 , fuel efficiency = 15 kilometers per liter .
Car C: Paid $60,000 , needs tires every two years at $4,000 , fuel efficiency = 20 kilometers per liter .
What is the total life cycle cost — initial, replacement costs, and annual costs — of Car A for the service life of the vehicle without considering the discount rate?
$480,000
$477,000
$500,000
$84,000
The correct answer is A. $480,000 . In the CVS Value Methodology context, life-cycle cost includes the initial cost, recurrent annual costs, and discrete future replacement expenditures over the defined service period. SAVE’s VM Dictionary defines life-cycle cost as the sum of initial cost, recurrent annual cost, single expenditures, and disposal or salvage value over a specified period. It also defines recurrent annual cost as operation and maintenance cost occurring throughout each year, and single expenditure as a future replacement outlay occurring at discrete times during service life.
For Car A , the initial cost is $40,000 . Annual fuel use is calculated as:
40,000 km ÷ 10 km/liter = 4,000 liters per year
4,000 liters × $9 = $36,000 per year
$36,000 × 12 years = $432,000
Replacement costs occur every two years during the 12-year service period, excluding a replacement at the end of year 12 because the vehicle’s service life ends. Therefore, replacements occur at years 2, 4, 6, 8, and 10 :
5 × ($600 batteries + $1,000 tires) = 5 × $1,600 = $8,000
Total LCC = $40,000 + $432,000 + $8,000 = $480,000 .
References/topics: Evaluation Phase; Life-Cycle Cost; Initial Cost; Recurrent Annual Cost; Single Expenditure; Cost Analysis.
Carpet and vinyl tile are acceptable alternatives for an owner to cover 1,000 square meters of floor.
Carpet
Installed cost, including pad = $30 / square meter
Service life = 10 years
Maintenance cost: vacuum weekly = $500 / month
Maintenance cost: shampoo once per year = $3,000 / shampoo
Vinyl
Installed cost, including pad = $10 / square meter
Service life = 15 years
Maintenance cost: vacuum weekly = $400 / month
Maintenance cost: strip and wax once per month = $1,000 / strip and wax
Between carpet and vinyl, which is a better value option for the owner over the service life of the products?
Carpet $120,000
Vinyl Tile $130,000
Carpet $138,000
Vinyl Tile $178,000
The correct answer is A. Carpet $120,000 . This is an Evaluation Phase life-cycle cost comparison. SAVE’s VM Dictionary defines life-cycle cost as the sum of initial cost, recurrent annual cost, single expenditures, and disposal or salvage value over a specified period. It also defines recurrent annual cost as operation and maintenance cost occurring throughout each year of service life.
For carpet , the initial cost is:
1,000 square meters × $30 = $30,000
The monthly vacuum maintenance cost is:
$500 × 12 months × 10 years = $60,000
The annual shampoo cost is:
$3,000 × 10 years = $30,000
Therefore, carpet life-cycle cost is:
$30,000 + $60,000 + $30,000 = $120,000
Vinyl is not the better value option in the listed choices. Even though vinyl has a lower initial installed cost, its recurring strip-and-wax maintenance is significant. Over a 10-year comparison period, vinyl would be:
$10,000 + $48,000 + $120,000 = $178,000
That corresponds to option D, but it is higher than carpet’s $120,000. The CVS exam trap is focusing on lowest initial cost instead of total cost over the study period. In Value Methodology, value decisions require considering function, performance, and total resource commitment, not first cost alone.
References/topics: Evaluation Phase; Life-Cycle Cost; Initial Cost; Recurrent Annual Cost; Alternative Comparison.
Which of the following activities should be prioritized during the Evaluation Phase to analyze the subject’s impact?
Choose 2 answers
Conduct a one-time survey to gather staff opinions.
Set baseline criteria for measurement against future outcomes.
Review the project’s budget to assess financial efficiency.
Define key performance indicators that align with subject objectives.
The correct answers are B and D . The Evaluation Phase requires the VM team to apply a structured evaluation process so that ideas are judged against defined requirements rather than informal preference. SAVE’s Value Methodology Standard states that the team selects ideas with potential for value improvement while still delivering the required functions and considering performance requirements and resource limits. ( )
Therefore, setting baseline criteria is essential because impact cannot be measured unless the current or expected performance condition is defined first. Baselines allow future outcomes to be compared against the starting point and help determine whether the selected alternative actually improves value. Defining key performance indicators is also correct because KPIs translate subject objectives into measurable evaluation factors, such as time, quality, productivity, service level, risk reduction, cost effectiveness, or functional performance.
Option A is weak because a one-time opinion survey may provide useful input, but it does not create a disciplined impact-measurement framework. Option C is too narrow because budget review only addresses financial efficiency and does not fully evaluate subject impact. The official SAVE Core Competencies also place “establish evaluation framework” and “establish evaluation criteria” directly within the Evaluation Phase.
References/topics: Evaluation Phase; Evaluation Framework; Evaluation Criteria; KPI Alignment; Baseline Measurement; Subject Impact Analysis.
Which approaches should the VM facilitator use to encourage innovation?
Choose 2 answers.
Maintaining current systems that work well
Imagining the ideal future by focusing on long-term goals for maximizing future potential
Exploring by discovering new possibilities using ideas from other areas and disciplines
Avoiding the combining and testing of new combinations
The correct answers are B and C . A VM facilitator encourages innovation by moving the team beyond existing assumptions, current habits, and normal organizational boundaries. In the Creativity Phase, SAVE-oriented VM guidance emphasizes generating ideas for all possible ways to accomplish the required functions, rather than defending the existing solution. ( Value Engineering ) The facilitator therefore supports future-focused thinking, where the team imagines an ideal condition and considers long-term potential before judging feasibility. This is consistent with VM practice because creativity must be allowed to expand before evaluation, cost review, or technical screening begins.
Option C is also correct because innovation often comes from cross-disciplinary transfer. Borrowing ideas from other industries, technologies, processes, or disciplines helps the team discover alternative ways to perform the required function. The Creative Phase is specifically described as being unconstrained by habit, tradition, negative attitudes, assumed restrictions, and specific criteria. ( UW Courses )
Option A is incorrect because simply maintaining current systems preserves the baseline and limits breakthrough thinking. Option D is incorrect because avoiding combinations and testing prevents idea development and blocks innovation.
References/topics: VM Facilitation; Team Dynamics; Creativity Phase; Innovation; Divergent Thinking; Long-Term Value Potential.
Which creativity method is based on the consideration of the overall problem and brainstorming by function?
Intuitive Creativity Method
Ideation Creative Method
Discursive Creativity Method
Empirical Creativity Method
The correct answer is A. Intuitive Creativity Method . In the CVS® Value Methodology framework, the Creativity Phase is designed to generate a large quantity of ideas for performing the functions selected during Function Analysis. The SAVE VM Standard describes the Creative Phase as an effort to develop many ideas for “performing each function selected for study,” with judgment suspended and free idea flow encouraged.
The intuitive creativity method is based on considering the overall problem and allowing ideas to emerge freely through association, imagination, and non-linear thinking. The VM Guide states that intuitive creativity methods are based on the “overall problem” and that brainstorming by function is a prime example. This matches the question exactly.
Option C, Discursive Creativity Method , is incorrect because it follows a deliberate, structured, step-by-step procedure by breaking the problem into sub-problems. Option D, Empirical Creativity Method , is more experimental or data-driven. Option B is not the standard classification used here.
References/topics: Creativity Phase; Creativity Techniques; Intuitive Creativity Methods; Brainstorming by Function; Creating by Function
Which of the following are typically documented in the “accepted” VM proposal status report?
Choose 3 answers.
Next update
Report number
VM study presentation
Tracking identification number
Performance impacts
The correct answers are A. Next update, D. Tracking identification number, and E. Performance impacts . In the Implementation Phase, accepted VM proposals must be tracked so that the organization can confirm whether the approved value improvement is actually being carried into execution. The VM Guide explains that implementation status reports formally document and track the status of VM proposals and are used by VM program managers to follow implementation progress. It specifically identifies a tracking identification number as the code used to track the change within the organization, and it also requires discussion of performance impacts , including any deviation from the VM team’s original performance assessment. ( pdfcoffee.com )
A next update is also appropriate because implementation status reporting is not a one-time record; it is a continuing control mechanism. The guide identifies “Next update” as the date of the next implementation status update. ( pdfcoffee.com )
Option C is incorrect because the VM study presentation is an input used earlier to resolve proposals, not a documented element of an accepted proposal status report. Option B is administrative and may appear in some organizations, but the essential accepted-proposal tracking content focuses on traceability, implementation follow-up, and validated impacts.
References/topics: Implementation Phase; Implementation Status Reports; Accepted VM Proposals; Tracking Identification Number; Performance Impacts; Next Update.
On a FAST diagram, the
Choose 3 answers.
scope lines represent limits of the VM study subject.
scope lines are shown as solid lines.
basic function is to the immediate right of the left scope line.
higher order function is to the immediate left of the left scope line.
lower order function is to the immediate left of the right scope line.
The correct answers are A, C, and D . In FAST diagramming, scope lines define the boundary of the subject being studied. They separate what is included in the VM study from functions that explain the larger reason for the study or the initiating input outside the study boundary. SAVE’s VM glossary explains that a FAST diagram includes scope lines and classified functions such as basic, higher-order, and lower-order functions. It also defines subject scope as the portion of the project, product, or process selected for the value study. ( )
Option A is correct because scope lines represent the limits of the VM study subject. Option C is correct because the basic function is placed immediately to the right of the left scope line; it represents the essential purpose of the subject within the study. Option D is correct because the higher-order function is placed to the left of the left scope line and explains the broader need or goal for which the basic function exists. SAVE defines the higher-order function as outside the scope of the subject under study. ( )
Option B is not selected because the key convention is boundary placement, not “solid line” style. Option E is incorrect because the lower-order function is outside the right scope boundary, not immediately left of it.
References/topics: Function Analysis Phase; FAST Diagram; Scope Lines; Basic Function; Higher-Order Function; Lower-Order Function.
Which of the following are outcomes of function framing?
Choose 2 answers.
Defines reality in a way that describes what things do and why they do them.
Focuses on existing solutions.
Generates solutions based on what function must be satisfied.
Allows maximum potential for divergent thinking.
Function framing is an essential Value Methodology discipline because it changes the team’s viewpoint from things and solutions to functions and purposes . The correct outcomes are that it defines reality in terms of what things do and why they do them and allows maximum potential for divergent thinking . In VM, a function is expressed in an active verb and measurable noun format, which forces the team to describe the required performance rather than defend the current design. This helps the team understand the real need behind a product, process, project, or service.
Option B is incorrect because function framing does not focus on existing solutions; it deliberately moves the team away from solution fixation. Option C is close, but it is more directly associated with the Creativity Phase, where ideas are generated to satisfy required functions. Function framing prepares the ground for that later solution generation, but its direct outcome is clearer functional understanding and broader thinking freedom. By defining the problem functionally, the team avoids premature judgment and opens a wider solution space.
References/topics: Function Analysis Phase; Function Framing; Function Definition; Divergent Thinking; Creativity Phase Linkage.
The project manager resists implementing the change approved by the decision-makers. What should the VM facilitator do?
Choose 2 answers.
Document resistance to the decision makers.
Identify additional information needed.
Identify potential threats to implementation.
Reassess the VM proposal.
The correct answers are A and C . Once the decision-makers have approved a VM proposal, the facilitator should not automatically reopen or reassess the recommendation. The implementation responsibility has moved into the post-study/implementation environment, where the primary objective is to “assure the implementation of the approved value study change recommendations.” The SAVE VM Standard also states that the VM Team Leader may track the progress of implementation , while the design professional or assigned management personnel are responsible for executing the approved change. ( UW Courses )
Therefore, if the project manager resists an approved change, the facilitator should first treat the resistance as an implementation barrier. This requires identifying potential threats to implementation , such as technical objections, schedule concerns, stakeholder resistance, contractual constraints, or organizational politics. The Standard also requires implementation planning to account for risk, uncertainty, schedule impact, and unique project conditions. ( UW Courses )
Documenting the resistance to decision-makers is also appropriate because implementation status must remain visible to management. Reassessing the VM proposal is not appropriate unless new facts invalidate the approved recommendation. Additional information may be useful later, but the immediate facilitator actions are documentation and threat identification.
References/topics: Implementation Phase; Post-Study; Implementation Monitoring; Management Reporting; Implementation Risk.
Which of the following is the best method to capture the status of recommendations?
Change the corresponding value alternatives.
Audit the project to assure implementation.
Document the disposition of the alternatives.
Provide a summary of the final dispositions in an email.
The correct answer is C. Document the disposition of the alternatives . In the Implementation Phase, the purpose is to ensure that accepted value alternatives are implemented and that the benefits projected by the Value Study are realized. The SAVE International Study Guide states that, after delivery of the preliminary report, management and the project team should agree on which value alternatives will be implemented, how implementation will occur, and by when. It also identifies a key implementation activity as conducting an implementation meeting to determine the disposition of each value alternative . ( )
Documenting the disposition means recording whether each recommendation or value alternative was accepted, rejected, deferred, modified, or requires additional study. This creates a formal status record and preserves management’s decision rationale. The Study Guide also emphasizes establishing action plans for accepted alternatives and documenting the rationale for rejected alternatives, which directly supports formal disposition tracking. ( )
Option B is related to follow-up or validation, not the primary method of capturing recommendation status. Option D is too informal, and Option A is not a recognized VM control method.
References/topics: Implementation Phase; Value Alternative Disposition; Recommendation Status Tracking; Action Plans; VM Follow-Up.
What are effective approaches used by the VM facilitator during the Evaluation Phase?
Choose 2 answers.
Recognize when the group is off-topic and redirect them.
Establish a clear context for the session.
Avoid discussion of additional or modified ideas.
Select a single evaluation technique to be used for the process.
The correct answers are A and B . During the Evaluation Phase , the VM facilitator’s role is to preserve structure, discipline, and decision quality while the team screens creative ideas for value-improvement potential. SAVE’s Value Methodology Standard defines the Evaluation Phase as a structured evaluation process used to select ideas that can improve value while still delivering required functions and respecting performance requirements and resource limits. ( )
Therefore, the facilitator must recognize when discussion becomes off-topic and redirect the group toward the agreed evaluation criteria, study objectives, required functions, and constraints. This prevents the phase from becoming another brainstorming session or an unstructured debate. The facilitator must also establish a clear context for the session , meaning the team understands what is being evaluated, against which criteria, and for what decision purpose.
Option C is incorrect because evaluation may include clarification, combination, or refinement of ideas; useful modifications should not be automatically blocked. Option D is also incorrect because VM allows tailored application of methods, and the facilitator should select techniques appropriate to the study rather than force one universal technique. ( )
References/topics: Evaluation Phase; VM Facilitation; Idea Screening; Evaluation Criteria; Team Focus and Direction.
The decision makers cling to familiar ways and reject all the VM proposals. What strategy could the VM facilitator use to persuade them to reconsider their decisions?
Identify areas of instability.
Repeat the VM study with new team members.
Provide information only as required to reduce the potential for discomfort.
Identify how to modify behaviors in the context of the new situation.
The correct answer is D. Identify how to modify behaviors in the context of the new situation . This question is testing the facilitator’s understanding of resistance to change during VM implementation or decision acceptance. When decision makers cling to familiar methods and reject all VM proposals, the problem is not necessarily the technical quality of the proposals. It is usually behavioral resistance caused by uncertainty, loss of comfort, perceived risk, or attachment to existing practices.
A VM facilitator should not simply repeat the study or replace the team. The facilitator should help decision makers understand how the recommended change can be adopted in practical terms. This includes showing what behaviors, processes, responsibilities, and decision patterns need to change under the new situation.
Option A is incorrect because identifying instability may increase concern rather than reduce resistance. Option B is inefficient and does not address the root cause. Option C is also weak because withholding information can reduce trust. The better VM facilitation strategy is to guide decision makers through the behavioral transition required for successful acceptance.
References/topics: VM Facilitation and Team Dynamics; Change Management; Resistance to Change; Decision-Maker Acceptance; Implementation Phase.
During the Presentation Phase, the team leader should primarily do which of the following?
Document and communicate developed alternatives and value improvement opportunities
Begin random function identification
Generate all possible alternatives without evaluation
Replace the owner’s decision-making authority
The correct answer is A . SAVE’s VM Standard defines the Presentation Phase as the phase where the team leader develops a report and/or presentation that documents and conveys the adequacy of the developed alternatives and the associated value improvement opportunity. The purpose is to communicate recommendations clearly so decision makers can assess whether to accept, modify, defer, or reject them.
Option B belongs to Function Analysis. Option C belongs to Creativity. Option D is wrong because the VM team recommends; it does not take over governance or ownership authority. A strong CVS-level presentation must be technically credible and management-focused. It should explain what is recommended, why the alternative satisfies required functions, how it affects performance and risk, what costs change, what life-cycle benefits are expected, and what implementation actions are required. The Presentation Phase is not a sales pitch based on vague savings claims. It is a disciplined transfer of decision-ready information from the VM team to accountable decision makers.
References/topics: Presentation Phase; VM Report; Decision-Maker Communication.
What tool could the VM study team use to show customer satisfaction?
Quality function deployment
Quality management plan
Customer FAST
Resource model
The correct answer is Customer FAST . In Value Methodology, FAST is used in the Function Analysis Phase to model how functions relate to each other and to clarify what the project must accomplish from a functional perspective. The customer-oriented version of FAST is specifically designed to reflect that the customer determines value in the function analysis process. The SAVE study guide describes the Customer-Oriented FAST model as a variation that adds customer-focused support functions such as “attract users,” “satisfy users,” “assure dependability,” and “assure convenience.” ( )
This makes Customer FAST the best tool when the study team wants to show customer satisfaction as part of the value logic. Quality Function Deployment can capture or translate the voice of the customer, but the question asks for a tool to show customer satisfaction within the VM function structure. A quality management plan is a project quality control document, not a VM function model. A resource model addresses inputs or resource use rather than customer-perceived value. Therefore, Customer FAST is the most technically precise answer.
References/topics: Function Analysis Phase; FAST Diagramming; Customer-Oriented FAST; Customer Attitude; Function Modeling.
During the Implementation Phase, the project manager is tasked to ensure compliance with internal tracking and auditing procedures. Which action would most effectively demonstrate the application of tracking and audit knowledge and skills?
Develop a training manual for new employees on how to use the project management system, but do not include tracking procedures.
Implement a weekly status update meeting where project milestones are discussed, but focus solely on outcomes without auditing the processes used.
Conduct regular audits of project documents to confirm all data entries are accurate and compliant with company standards.
Only review audit logs at the end of the project to assess compliance and make necessary adjustments for future projects.
The correct answer is C because it directly applies both tracking and audit controls during the Implementation Phase. The CVS/SAVE Value Methodology guidance defines Implementation Activities as ensuring that accepted value alternatives are actually implemented and that the projected benefits are realized. It also identifies implementation responsibilities such as establishing action plans, obtaining commitments, setting review timeframes, tracking value achievement, signing off deliverables, validating benefits, and managing the implementation plan. ( )
Regular audits of project documentation are the most effective action because they verify that recorded data is accurate, current, traceable, and compliant with internal procedures while implementation is still active. This supports corrective action in real time rather than after-the-fact discovery. Option A is incomplete because it excludes tracking procedures. Option B monitors milestones but deliberately avoids auditing the process, which weakens compliance assurance. Option D is reactive and delayed; reviewing logs only at project close does not adequately control implementation performance or prevent noncompliance during execution. The SAVE study guide also emphasizes the value tracking process and tracking implementation results as part of VM program discipline. ( )
References/topics: Implementation Phase; Value Tracking Process; Implementation Plan; Follow-Up Activities; VM Program Reporting.
Between carpet and vinyl, which is a better value option for the owner over the service life of the products?
Carpet $120,000
Vinyl Tile $130,000
Carpet $138,000
Vinyl Tile $178,000
The correct answer is A. Carpet $120,000 . This question applies life-cycle cost comparison , which is commonly used in the Development Phase when VM alternatives are being analyzed for economic feasibility and owner value. The better value option is not determined by the lowest initial cost alone; it must include installed cost, maintenance cost, recurring service cost, and service life impacts.
For carpet:
Installed cost = 1,000 sq. m × $30 = $30,000 .
Vacuum maintenance = $500/month × 12 months × 10 years = $60,000 .
Annual shampoo = $3,000/year × 10 years = $30,000 .
Total carpet life-cycle cost = $30,000 + $60,000 + $30,000 = $120,000 .
For vinyl over a comparable 10-year ownership period:
Installed cost = 1,000 sq. m × $10 = $10,000 .
Vacuum maintenance = $400/month × 12 × 10 = $48,000 .
Strip and wax = $1,000/month × 12 × 10 = $120,000 .
Total vinyl cost = $178,000 .
Although vinyl has a lower initial cost, its recurring monthly strip-and-wax cost makes it more expensive. Therefore, carpet provides the better value.
References/topics: Development Phase; Life-Cycle Costing; Economic Evaluation; Alternative Comparison; Owner Value.
What is needed most for a successful VM program?
Upper management commitment
Following the VM Job Plan
Having a trained staff
Awareness of applicable laws and standards
The correct answer is A. Upper management commitment . A successful VM program is not sustained by technique alone. It requires organizational authority, visible sponsorship, resources, and follow-through from senior leadership. The SAVE International material identifies the Value Program Manager as reporting to a General Manager or member of Executive Staff , which shows that a VM program must be connected to senior management rather than treated as an isolated technical activity. ( UW Courses )
Following the VM Job Plan is essential for conducting a valid value study, but a Job Plan does not by itself create organizational adoption. Having trained staff is also important, but trained people cannot maintain a program without executive support, project selection, funding, management expectations, and implementation authority. Awareness of laws and standards helps compliance, but it is not the main driver of program success.
Upper management commitment ensures VM is accepted as part of the organization’s normal decision-making process. It gives the program credibility, secures participation from departments, removes barriers, and supports implementation of accepted proposals. SAVE’s Study Guide also recognizes VM as an organizational effort used to stimulate innovation and improve performance, which requires management-level support. ( )
References/topics: VM Programs; Management Commitment; Value Program Manager; Organizational Support; VM Program Success.
Which statement best describes a FAST diagram?
A schedule network used to calculate project float
A graphical model showing dependent relationships among functions
A cost spreadsheet used to calculate inflation
A procurement chart showing supplier lead times
The correct answer is B . FAST stands for Function Analysis System Technique. SAVE defines a FAST diagram as a graphical representation of dependent relationships of functions within a project, product, or process. The diagram uses logical relationships such as “How,” “Why,” and “When” to organize functions. It is a core Function Analysis tool because it forces the team to examine why functions exist, how they are accomplished, and which functions lie on the critical function logic path.
Option A is incorrect because schedule networks belong to project scheduling, not function modeling. Option C is wrong because cost spreadsheets may support resource analysis, but they do not show functional dependency logic. Option D is a procurement management artifact. FAST is valuable because it shifts the team from objects and components to function relationships. This enables better creativity because the team can ask, “How else can we perform this function?” rather than merely asking, “How can we make this component cheaper?”
References/topics: FAST Diagram; Function Analysis System Technique; How-Why Logic.
Which of the following actions would be appropriate for creating an effective evaluation framework?
Choose 2 answers.
Conduct evaluations during the Creativity Phase.
Define clear objectives and success criteria that align with the subject goals.
Use the VM team's gut feel index.
Involve stakeholders in the evaluation process.
The correct answers are B and D . An effective evaluation framework in Value Methodology must be structured, objective, and aligned with the subject’s purpose. The SAVE Value Methodology Standard describes the Evaluation Phase as the point where the team follows a structured process to select ideas with value-improvement potential while delivering required functions and considering performance requirements and resource limits. ( )
Therefore, the facilitator and team must first define clear objectives and success criteria that align with the study subject’s goals. Evaluation cannot be based on preference alone; criteria should connect to function, performance, cost, schedule, risk, quality, user needs, and implementation feasibility. Involving stakeholders is also appropriate because stakeholders help confirm whether the evaluation criteria reflect actual project, customer, owner, or user priorities. Their participation improves acceptance of selected ideas and reduces resistance during later development and implementation.
Option A is incorrect because the Creativity Phase is intended for generating ideas, not judging them. Introducing evaluation too early suppresses divergent thinking. Option C is incorrect because a “gut feel index” is informal and subjective, while VM requires disciplined, traceable evaluation methods.
References/topics: Evaluation Phase; Evaluation Criteria; Stakeholder Engagement; VM Job Plan; Structured Idea Screening.
Which of the following are the outputs of the Presentation Phase?
Choose 2 answers.
List of participants
Schedule the VM presentation
The VM study report
List of VM proposals and results
The correct answers are C and D . The Presentation Phase is where the VM facilitator and study team formally communicate the conclusions of the VM study to decision makers. SAVE’s VM Standard Reference states that, in this phase, the facilitator develops a report and/or presentation that documents and conveys the conclusions and results of the VM study.
Therefore, the VM study report is a direct output of the Presentation Phase. It records the developed value alternatives, supporting analysis, cost/performance implications, and the basis for management review. The list of VM proposals and results is also an output because decision makers must understand what proposals were generated, what benefits they offer, and what outcomes or decisions are associated with them.
Option A, list of participants, may appear in a report appendix or study record, but it is not a primary Presentation Phase output. Option B is incorrect because scheduling the VM presentation is a planning/logistics activity, not an output of the phase. The phase produces documented results and communicates VM proposals for decision and follow-up.
References/topics: Presentation Phase; VM Study Report; VM Proposals; Study Results; VM Job Plan.
The VM job plan separates
creative steps from analytical steps.
designers from the VM Team.
cost estimates from functions.
project needs from functions.
The correct answer is A. creative steps from analytical steps . The VM Job Plan is structured so the team does not mix information gathering, function analysis, idea generation, judgment, and proposal development into one uncontrolled discussion. SAVE guidance describes the Job Plan as the process that guides the study team in identifying and focusing on key project functions to create ideas that result in value improvement. ( )
This separation is important because the Creative Phase requires free idea generation without premature criticism, feasibility judgment, or cost filtering. The Evaluation Phase then applies analytical judgment to screen, rank, and select ideas with value potential. The Development Phase further analyzes selected alternatives through cost, performance, risk, and implementation considerations. SAVE’s VM Standard also states that a qualifying value study follows an organized Job Plan with defined phases, including Function Analysis, Creative, Evaluation, Development, and Presentation. ( )
Option B is incorrect because designers may be part of the multidisciplinary VM team. Option C is incorrect because cost and function are intentionally related during VM analysis. Option D is incorrect because project needs and functions are also connected; functions express what must be done to satisfy needs.
References/topics: Value Methodology and Job Plan; Creative Phase; Evaluation Phase; Function Analysis; Analytical vs Creative Thinking.
A RACI matrix identifies
Choose 3 answers.
what reasonable information is to be provided.
threats and opportunities.
weighted performance attributes.
level of stakeholder involvement in activities.
stakeholders required to provide feedback.
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.
References/topics: VM Facilitation; Stakeholder Engagement; Communication Planning; Team Roles and Responsibilities; RACI Matrix.
What does VOC stand for?
Value of concepts
Voice of the customer
Voice of the client
Value of communications
VOC stands for Voice of the Customer . In Value Methodology, VOC is primarily associated with the Information Phase , where the VM team gathers, organizes, reviews, and transforms information before moving into Function Analysis. SAVE International’s Core Competencies specifically place “Voice of the customer” under Information Phase — Apply methods to transform information , tied to VM Guide Section 5.4.1 . ( )
The purpose of VOC is to capture what customers, users, owners, and stakeholders actually need, value, expect, and consider important. This is critical because VM does not define value only from the designer’s, supplier’s, or facilitator’s perspective. Instead, value must be interpreted through customer-required functions, performance expectations, quality needs, constraints, and acceptance criteria. Option C, “voice of the client,” is too narrow because the client may be only one stakeholder, while VOC reflects the broader customer/user value perspective. Options A and D are not recognized VM terms in this context.
References/topics: Information Phase; Voice of the Customer; Transforming Information; Customer Requirements; Value Determination.
Some stakeholders disagree with their level of involvement in the VM study scope. What tool could the VM facilitator use to focus the group?
Work breakdown structure
SWOT analysis
RACI matrix
Paired comparison
The correct answer is C. RACI matrix . When stakeholders disagree about their level of involvement, the facilitator needs a tool that clarifies roles, responsibility, authority, consultation, and communication expectations . A RACI matrix directly addresses this issue because it defines who is Responsible , Accountable , Consulted , and Informed for each activity or decision. In VM and VE practice, a RACI matrix is specifically used to identify who is responsible for implementation, who is accountable for costs and outcomes, who needs to be consulted during VM/VE studies, and who needs to be kept informed.
This makes RACI especially useful when involvement levels become controversial. It gives the facilitator a neutral structure to move the group away from personal preference and toward agreed participation logic. It also helps prevent over-involvement, under-involvement, unclear decision authority, and unnecessary stakeholder conflict.
A work breakdown structure defines work packages, not stakeholder engagement levels. SWOT analysis examines strengths, weaknesses, opportunities, and threats, but does not assign participation roles. Paired comparison is used for prioritizing options or criteria, not resolving involvement disagreements.
References/topics: VM Facilitation and Team Dynamics; Stakeholder Engagement; Study Scope Alignment; RACI Matrix; VM Program Governance.
Innovation styles, also known as creativity types, include
Visioning, modifying, and experimenting
Exploring, adapting, and brainstorming
Factfinding, brainstorming, and transforming
Analyzing, testing, and illustrating
The correct answer is A. Visioning, modifying, and experimenting . In the VM Creativity Phase, the facilitator must help the team generate a broad quantity of ideas and alternative ways to perform required functions. The SAVE Study Guide places creativity within the certification body of knowledge and emphasizes divergent thinking, unrestricted idea generation, brainstorming techniques, and suspending judgment until the Evaluation Phase. ( )
Innovation styles, also called creativity types, describe how different people naturally approach idea generation and change. The recognized Innovation Styles model includes Visioning, Modifying, Exploring, and Experimenting . Visioning focuses on ideal future possibilities; modifying improves or refines what already exists; experimenting combines and tests different factors; and exploring seeks new or novel possibilities. ( TrainingEdge )
Option A is the best match because all three listed terms are recognized innovation styles. Option B includes “exploring,” but “adapting” and “brainstorming” are not innovation styles; brainstorming is a creativity technique. Option C and D mix problem-solving or analysis activities with non-style terms.
References/topics: Creativity Phase; Innovation Styles; Divergent Thinking; Team Creativity; VM Facilitation.
A function performance specification:
Choose 3 answers.
accurately identifies requirements specific to functions.
puts parameters on VM team options.
defines constraints on designers.
communicates customer performance wants and needs.
assists in uncovering hidden assumptions.
The correct answers are A, D, and E . A Function Performance Specification is used to define performance requirements in terms of the functions that must be achieved, not in terms of a predetermined design solution. In VM, value is linked to functions measured by the customer’s performance requirements, and the methodology seeks alternate ways to accomplish a function while meeting customer performance expectations. ( )
Therefore, it accurately identifies requirements specific to functions . FPS characterizes each function through criteria, expected performance levels, and flexibility, which makes the requirement measurable and traceable. ( Value Analysis ) It also communicates customer performance wants and needs because it documents what the user or customer expects the solution to accomplish. The FPS approach expresses needs and expected performance without reference to a specific solution, allowing broader innovation while maintaining customer requirements. ( Value Analysis )
It also helps uncover hidden assumptions because vague wants must be translated into explicit criteria, levels, and flexibility. Option B is incorrect because FPS does not evaluate or limit VM team options; it defines functional performance expectations. Option C is incorrect because FPS should avoid constraining designers to a specific design.
References/topics: Function Analysis Phase; Function Performance Specification; Customer Requirements; Performance Criteria; Functional Requirements.
Which behavior best reflects the proper role of a VM facilitator?
Directing the team to select the facilitator’s preferred technical solution
Remaining substantively neutral while guiding the team through the Job Plan
Acting as the owner’s cost estimator only
Eliminating stakeholder disagreement before function analysis begins
The correct answer is B . SAVE’s dictionary defines a facilitator as someone who is substantively neutral, has no substantive decision-making authority, and helps a group improve how it identifies and solves problems, makes decisions, and increases effectiveness. In the VM context, the facilitator leads the group through the VM Job Plan and is associated with the Value Team Leader role.
Option A is wrong because a facilitator who pushes a preferred solution compromises neutrality and suppresses team ownership. Option C is too narrow; cost estimating may support the study, but the facilitator’s role is process leadership, not simply estimating. Option D is unrealistic and incorrect. Disagreement can be productive when managed professionally. The facilitator should structure the discussion, clarify assumptions, surface competing stakeholder needs, and guide the team toward function-based consensus. CVS facilitation requires discipline: the facilitator protects the process, manages participation, maintains phase boundaries, and prevents premature judgment while ensuring the team produces usable outputs.
References/topics: VM Facilitation; Team Dynamics; Facilitator Neutrality.
There is resistance to a new VM program in an organization. What should a VM program coordinator focus on to increase acceptance of VM?
Explain the difference between VM and other value-improving programs (TRIZ, Lean 6-Sigma, etc.)
Highlight that there are many areas with deficiencies that will be improved by VM.
Prepare a memo for the CEO to sign that requires staff to incorporate VM in all departments.
Identify a few subjects that would benefit from change and recommend a VM study through dialogue with staff.
The correct answer is D. Identify a few subjects that would benefit from change and recommend a VM study through dialogue with staff . When an organization resists a new VM program, the coordinator should build acceptance through participation, relevance, and early demonstrated value—not by forcing compliance or emphasizing deficiencies.
SAVE’s Study Guide describes VM as a systematic process used by a multidisciplinary team to improve value through function analysis, with value improvement achieved by identifying alternate ways to accomplish required functions. ( ) This means VM acceptance is strongest when people see how the method applies to real organizational problems. The Study Guide also emphasizes that management should support resources and implementation, while affected parties should be involved early to gain maximum benefit from a Value Study. ( )
Option A may help education, but it does not directly overcome resistance. Option B can sound accusatory and may increase defensiveness. Option C creates top-down compliance, not genuine acceptance. Option D is best because it uses dialogue, selects practical pilot opportunities, and allows staff to experience VM as useful rather than imposed.
References/topics: VM Programs; Program Acceptance; Value Manager Role; Stakeholder Engagement; Organizational Change; Value Study Selection.
A higher-order function
Choose 2 answers.
represents specific needs satisfied by the basic function.
describes the output of the basic function.
is fundamental to the subject scope.
describes input for the basic function.
The correct answers are A and B . In Function Analysis and FAST diagramming, a higher-order function is positioned to the left of the basic function and answers the question “Why is this function performed?” It represents the broader purpose or need that is satisfied when the basic function is successfully achieved. Therefore, option A is correct because the higher-order function expresses the customer, user, or project need served by the basic function.
Option B is also correct because the higher-order function can be understood as the output or result produced by accomplishing the basic function. In FAST logic, the basic function performs a required action, and the higher-order function explains the reason or outcome of that action. It is not normally the detailed mechanism for achieving the basic function.
Option C is incorrect because the basic function , not the higher-order function, is fundamental to the subject scope. The higher-order function often lies just outside or above the study scope as the reason the basic function is needed. Option D is incorrect because inputs or enabling actions are usually associated with lower-order or “how” functions, not higher-order “why” functions.
References/topics: Function Analysis Phase; FAST Diagramming; Higher-Order Function; Basic Function; How/Why Logic.
Which of the following could a VM facilitator say to stimulate creativity?
Choose 2 answers.
“What does the project manager think of these ideas?”
“What do you wish could have happened or had been done differently?”
“If you could do anything at all to change the study subject, what would that be?”
“Please wait to speak until you are called upon.”
The correct answers are B and C . In the Creativity Phase , the VM facilitator’s role is to stimulate open, unrestricted idea generation. The SAVE Value Methodology Standard states that the Creative Phase aims to develop a large quantity of ideas for performing each selected function, and that this effort should be unconstrained by habit, tradition, negative attitudes, assumed restrictions, and specific criteria. It also states that judgment and evaluation are suspended during this phase. ( courses.washington.edu )
Option B is effective because it invites reflection on missed opportunities and encourages participants to identify improvements without immediately judging feasibility. Option C is also effective because it removes normal constraints and encourages broad, imaginative thinking about the study subject. This matches the Creative Phase principle that free flow of thoughts and ideas is required, without criticism or premature evaluation. ( courses.washington.edu )
Option A is not ideal because it introduces authority influence and may cause the team to conform to the project manager’s view. Option D restricts open participation and weakens creative flow.
References/topics: Creativity Phase; VM Facilitation; Divergent Thinking; Idea Generation; Suspending Judgment.
When is the most appropriate time to acquire information from the customer?
As the VM study is beginning
During the final presentation
Before the VM study begins
During conceptual development
The correct answer is C. Before the VM study begins . Customer information must be acquired during the Preparation Phase , also called the pre-study effort, because the VM facilitator needs accurate project knowledge before the formal study session starts. This includes the customer’s objectives, needs, constraints, priorities, budget concerns, schedule requirements, performance expectations, risk issues, and definition of success. Without this information, the VM team may begin the study with an unclear scope, incomplete data, or incorrect assumptions.
The customer’s input also helps the facilitator select the right team members, prepare the agenda, identify required documents, define study boundaries, and confirm the decision-making framework. By the time the team enters the Information Phase, the study should already be organized and supported by relevant background data.
Option A is weaker because waiting until the study begins reduces efficiency and may waste team time. Option B is incorrect because the final presentation is for communicating recommendations, not collecting basic customer requirements. Option D is incorrect because conceptual development occurs after functions and ideas have already been analyzed.
References/topics: Preparation Phase; Pre-Study Activities; Customer Requirements; Study Scope; VM Job Plan; Information Readiness.
Who typically relates value directly to the functions they are trying to acquire?
Decision makers
Design team
Users
Customers
The correct answer is D. Customers . In Value Methodology, value is not judged mainly by the design team, facilitator, or internal decision makers. It is judged from the perspective of the party seeking or acquiring the needed function. The SAVE International Study Guide defines value as a relationship between function and resources , where the function is measured by the performance requirements of the customer , and the resources are the materials, labor, price, time, and other inputs required to accomplish that function. ( cdn..com )
This means customers directly connect value with the functions they want to obtain. They are not buying materials, drawings, specifications, or technical complexity for their own sake; they are acquiring useful functions such as support load, move people, protect asset, reduce risk, or provide comfort. Users may experience the function, and decision makers may approve funding, but the customer is the party whose performance expectations define whether the function provides acceptable value.
Therefore, in CVS® terms, customer requirements are central to value determination because function must satisfy customer expectations while resources are minimized or optimized.
References/topics: Function Analysis Phase; Value Definition; Customer Requirements; Function/Resources Relationship; VM Fundamentals.
What are key reasons to use a fine evaluation filter?
Choose 2 answers.
It uses weighted relative importance.
It slows the process to promote initial ideas.
It increases rigor in the evaluation process.
It allows differentiation between ideas.
The correct answers are A and C . A fine evaluation filter is used in the Evaluation Phase when the VM team needs a more disciplined and defensible method for screening ideas before selecting them for development. SAVE’s VM Job Plan states that evaluation factors and their relative importance should be agreed upon before ideas are evaluated, and that ideas are then ranked and rated against the most important evaluation criteria.
Option A is correct because the fine filter applies weighted relative importance to evaluation criteria. This prevents all criteria from being treated equally when some factors, such as cost, performance, risk, schedule, or customer impact, are more important than others. Option C is correct because this method increases rigor by moving the team from informal opinion to structured comparison. It supports rational selection of ideas for development and reduces bias, popularity-based decisions, and premature rejection of valuable alternatives.
Option B is incorrect because the purpose is not to slow the process or promote initial ideas. Option D may be a result of scoring, but it is not the primary distinguishing reason for using the fine filter.
References/topics: Evaluation Phase; Fine Evaluation Filter; Weighted Criteria; Ranking and Rating Ideas; Selection for Development.
The main objective of the Information Phase is to
begin to determine alternative solutions.
review and understand the available project information.
develop a VM Study Team Information Workbook.
enlist additional VM team members.
The correct answer is B because the Information Phase is the point in the VM Job Plan where the study team establishes a shared factual understanding of the project before moving into function analysis or idea generation. SAVE’s Value Methodology Standard describes the Information Phase as the phase in which the team reviews and defines current project conditions and identifies the goals of the study . ( wsdot.wa.gov ) This means the team examines available drawings, costs, constraints, owner requirements, user needs, scope, assumptions, performance expectations, schedule conditions, and other baseline project information.
Option A is incorrect because determining alternative solutions belongs primarily to the Creativity Phase , where ideas are generated after functions are understood. Option C is not the main objective; an information workbook or data package may support the phase, but it is a tool or deliverable rather than the fundamental purpose. Option D is also incorrect because selecting or adding VM team members is normally addressed during Preparation / Pre-Workshop planning , not during the Information Phase.
The Information Phase creates the factual platform for all later phases. Without a clear understanding of project information, function analysis, creativity, evaluation, and development cannot be performed reliably.
References/topics: Information Phase; VM Job Plan; Project Data Review; Current Conditions; Study Objectives.
What should the VM facilitator consider for the title of a VM proposal?
Choose 2 answers.
Using a concise description of the proposal
Using specific technical language
Framing the title to help sell the concept
Using general non-specific jargon
The correct selections are A and C . A VM proposal title should be clear, concise, and persuasive because it is part of the communication package used to move a value alternative toward management understanding, acceptance, and implementation. In the Presentation Phase, the value team presents value alternatives to management, stakeholders, or decision makers, with the intent of helping them make informed decisions aligned with strategic objectives. The SAVE study guide identifies the Presentation Phase purpose as presenting value alternatives to management and other decision makers, and its outcome includes ensuring stakeholders understand the rationale of alternatives and generating interest to sanction implementation. ( cdn..com )
Therefore, a concise title helps the proposal communicate its central idea quickly without obscuring the function, benefit, or decision point. Framing the title to help sell the concept is also appropriate because a VM proposal must communicate value, not merely describe a technical change. The facilitator should avoid overly specific technical language when it narrows the audience’s understanding, and avoid general jargon because it weakens clarity, credibility, and decision usefulness. A strong title should express the value opportunity in management-facing terms.
References/topics: Presentation Phase; Development Phase; VM Proposal Communication; Value Alternatives; Management Decision Support.
Which of the following are inputs to the Presentation Phase?
Choose 3 answers.
Disposition decision
VM study subject information
List of participants
VM study report
VM proposals
The correct inputs are VM study subject information , List of participants , and VM proposals . The Presentation Phase is designed to communicate the VM study results to decision-makers and stakeholders so they can understand, challenge, and act on the team’s recommendations. SAVE’s VM Standard describes this phase as the point where the VM study team presents its recommendations to the decision-making body and seeks approval or direction for further information. ( UW Courses )
VM proposals are essential inputs because they are the developed recommendations carried forward from the Development Phase. VM study subject information is also required because the audience must understand the baseline condition, scope, objectives, cost, schedule, risk, and performance context before judging the proposals. List of participants is an input because the presentation must be planned around the correct stakeholders, decision-makers, technical reviewers, sponsor, facilitator, and team members.
Disposition decision is not an input; it is a decision outcome related to acceptance, rejection, or further action on proposals. The written VM study report is also not the best input here because the Presentation Phase develops or finalizes the report to document alternatives, supporting data, and the accepted implementation direction. ( UW Courses )
References/topics: Presentation Phase; VM Proposals; VM Study Subject Information; Participant List; VM Study Report.

Match the following to their appropriate “How” direction on the function logic path for the prescription eyeglasses:


Location 1 — Improve vision
Location 2 — Correct vision
Location 3 — Position lenses
Location 4 — Select eyeglasses and Select contact lenses
The correct sequence is Improve vision → Correct vision → Position lenses and Secure lenses → Select eyeglasses and Select contact lenses . In a FAST diagram, the “How” direction moves from the broader purpose toward the more specific means of accomplishing that purpose. SAVE defines FAST as the Function Analysis System Technique, a diagrammatic representation of the HOW-WHY logic of functions and their interrelationships. It also defines the function logic path as the functions connected to each other in that HOW-WHY logic direction.
Improve vision is the higher-order purpose. Asking “How do we improve vision?” leads to Correct vision , which is the basic function of prescription eyeglasses. Asking “How do we correct vision?” leads to Position lenses and Secure lenses , because the corrective lenses must be properly located and held relative to the eyes. Asking “How do we accomplish that solution approach?” leads to Select eyeglasses and Select contact lenses , representing the lower-order choice of a corrective device or method.
The distractors are secondary/supporting functions. Secure position , Resist damage , and Complement appearance may support performance, durability, or user acceptance, but they are not the primary “How” logic path for correcting vision.
References/topics: Function Analysis Phase; FAST Diagram; HOW-WHY Logic; Function Logic Path; Higher-Order Function; Basic Function; Lower-Order Function.
Which of the following are typically documented on an Implementation Form?
Choose 3 answers.
Creative idea list
VM proposal number
Risk impacts
Title of the VM proposal
Developer of the VM proposal
The correct answers are B, D, and E . An Implementation Form is used after VM proposals have been developed, presented, reviewed, and moved into disposition or execution tracking. Its purpose is to identify each accepted or pending value alternative clearly enough that management, the project team, and follow-up reviewers can track what proposal is being implemented, who developed or owns it, and how it will be handled.
The SAVE International Study Guide describes Implementation Activities as ensuring accepted value alternatives are implemented and that projected benefits are realized. It further identifies activities such as conducting an implementation meeting, determining the disposition of each value alternative, establishing action plans, obtaining commitments, setting timeframes, tracking value achievement, and validating benefits. ( )
Therefore, an implementation form normally requires traceable proposal identifiers: the VM proposal number , the title of the VM proposal , and the developer or originator/responsible party . These fields allow each proposal to be tracked from study recommendation through acceptance, rejection, modification, and completion. A creative idea list belongs to the Creativity Phase record, not implementation tracking. Risk impacts may support development or recommendation documentation, but they are not as fundamental as proposal identity and responsibility fields on the implementation form.
References/topics: Implementation Phase; VM Proposal Tracking; Action Plans; Follow-Up; Value Study Recommendation Documentation.
Match the statements that best identify a FAST diagram and flowchart.



The correct matches are FAST Diagram = Describes the purpose of the study subject and Flowchart = Describes the activities of the study subject . In Value Methodology, a FAST diagram is not an activity map. It is a function model. SAVE’s Study Guide defines a function as the original intent or purpose that a product, service, or process is expected to perform, expressed in active verb/measurable noun form. It also defines FAST as a graphical representation of dependent relationships between functions within a project. Therefore, FAST is used to understand the functional purpose and how functions logically relate through “how/why” thinking.
A flowchart is different. It represents process flow: the sequence of activities, steps, or operations used by the study subject. SAVE’s glossary defines a process as a sequence of activities that delivers a product or project. That aligns directly with the option “Describes the activities of the study subject.”
“Identifies flaws” is too narrow; defects may be discovered during analysis, but that is not the defining purpose of either tool. “Prioritizes activities” is also incorrect because prioritization normally belongs to evaluation or decision methods, not basic FAST or flowchart definition.
References/topics: Function Analysis Phase; FAST Diagramming; Function Modeling; Process Flowchart; How-Why Logic.
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