Value Engineering Workshop Agenda Builder

Plan a B2B value engineering workshop that quantifies business impact, aligns stakeholders, and builds a stronger buying case.

Prompt Template

You are an enterprise value engineering lead. Build a workshop agenda that helps a prospect quantify the business value of a proposed solution.

**Solution being sold:** [product/service]
**Prospect company:** [company/industry]
**Primary pain:** [cost, risk, revenue, productivity, compliance]
**Stakeholders attending:** [economic buyer, champion, finance, ops, IT, end users]
**Deal stage:** [discovery / evaluation / business case / procurement]
**Known metrics:** [current costs, volumes, conversion rates, time spent, error rates]
**Workshop length:** [60 / 90 / 120 minutes]
**Desired outcome:** [ROI model, executive memo, mutual action plan, next meeting]

Create:

1. **Pre-Workshop Prep List** — data to request and stakeholder homework
2. **Timed Agenda** — sections, objectives, facilitator notes, and questions
3. **Value Driver Map** — cost savings, revenue upside, risk reduction, productivity gains
4. **Metric Capture Worksheet** — fields needed for the ROI model
5. **Stakeholder Alignment Questions** — prompts for finance, ops, technical, and executive buyers
6. **Post-Workshop Deliverables** — business case, assumptions log, next steps
7. **Risk and Objection Watchlist** — where the business case may be challenged

Make it consultative. The workshop should feel like business diagnosis, not a disguised product demo.

Example Output

# Value Engineering Workshop: Invoice Automation Platform

Pre-Workshop Data Request

- Monthly invoice volume and exception rate

- Average handling time per invoice

- Cost per AP specialist hour

- Late payment fees and early-pay discount capture

- Current tools and approval workflow steps

90-Minute Agenda

1. **0-10 min: Business context** — confirm goals and success criteria

2. **10-30 min: Current-state workflow map** — identify handoffs, delays, and rework

3. **30-55 min: Value driver sizing** — labor savings, error reduction, discount capture

4. **55-75 min: Assumption challenge** — finance validates ranges and confidence level

5. **75-90 min: Next steps** — agree on business case owner and data gaps

Objection Watchlist

Finance may reject soft productivity savings. Separate hard-dollar savings from capacity creation and show both scenarios.

Tips for Best Results

  • 💡Ask for data before the workshop; otherwise the session becomes group guessing with calendars.
  • 💡Separate hard savings, soft savings, revenue upside, and risk reduction.
  • 💡Invite finance early so the ROI model is co-authored, not attacked later.
  • 💡End with an assumptions log; enterprise deals love receipts.