Connect a project to a measurable business outcome.

At 5%, 20% and 35% adoption, shifted pickups are 20, 80 and 140. Weekly staff time potentially released is 80, 320 and 560 minutes. At $25/hour, the capacity values are about $33.33, $133.33 and $233.33 weekly. That capacity is not necessarily payroll savings.

No change has no implementation cost but retains current problems. The trial buys evidence; it does not automatically produce full-rollout benefit. A benefit owner could use released time for reader support and measure whether that happens. A stop rule might hold expansion if successful pickup or accessible retrieval is worse than the current service under the agreed test.

A defensible recommendation tests adoption and whether staff can use the released time. A weak one claims certain savings or ignores support cost. Revise your recommendation if only 5% adoption is observed. State what evidence would make each option preferable.

For the contrasting scenario, report both outcome and guardrail evidence. Investigate support burden and the total service effect before expansion. An adaptive backlog can prioritize the barrier; a predictive change record can revise rollout scope. Neither route justifies omitting adverse evidence.

Save Part E without overwriting Part D

Compare your recommendation with the reference. Revise any certainty claim, explain at least one correction or a reasoned decision to retain the original, and state the strongest evidence that would make you choose a different option.

1. Arithmetic uses correct units and all three adoption assumptions.
2. Capacity value is distinguished from cash savings.
3. The trial has an accountable owner, outcome measure and guardrails.
4. The revised recommendation addresses the adverse support result.

Rate each criterion demonstrated, partly demonstrated or missing, citing your work. Revise missing or partial evidence. Explain one decision in your own words and one circumstance that would change it. Do not count the same comparison or revision twice. This self-review supports learning; it is not independent expert approval.

A team has deployed a new portal, but the outcome measure has not improved. What should the project manager recommend?

1. Declare benefit realization because the portal is live.
2. Work with the benefit owner to investigate adoption and outcome assumptions.
3. Rewrite the baseline to match the result.
4. Count the number of features as financial savings.

PHIXI - LESSON 1 VOLUNTARY EVALUATION RESPONSE
Lesson: L01 - Connect a project to a measurable business outcome
Notice version: L01-eval-v2-2026-10-24

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Concepts |                 |               |                     |               |
Worked example |           |               |                     |               |
Independent library-case work |            |               |                     |               |
Feedback and revision |     |               |                     |               |
Additional interval (name segment) |        |               |                     |               |
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PART C - CONCEPTS AND WORKED EXAMPLE
In your own words, what is the difference between an output, an outcome and a benefit?

Write one decision rule you would use before approving a full project rollout:

For the clinic worked example, explain why $1,200/month is a hypothesis rather
than verified savings, and name one assumption that could change the decision:

PART D - FIRST DRAFT (save this before opening the corrective feedback)
Fictional library data: 400 pickups/week; 4 staff minutes/pickup; $25/hour staff
capacity value. Trial costs $2,000. Full setup costs $12,000 plus $200/month
support. Adoption is estimated at 20%, with a 5%-35% plausible range. Staffing
does not automatically change. Other costs/benefits not supplied are unknown.
For this worksheet, assume each adopted redirected pickup would avoid all four
staff handling minutes. This is a conditional modeling assumption to test in
practice, not a measured reduction or verified savings.

1. Complete rows for no change, trial and full rollout. For adoption of 5%, 20%
and 35%, calculate shifted pickups, weekly minutes/hours released and weekly
capacity value. Keep assumptions and time units visible; do not invent costs.

Option | One-time cost | Ongoing cost | Adoption assumption | Weekly time released | Intended use of capacity | Benefit owner | Evidence/stop rule
No change |
Trial |
Full rollout |

My calculations at all three adoption levels:

2. Why is capacity value not guaranteed payroll savings? What useful operational
activity could use the released capacity in this fictional case?

3. My trial hypothesis, outcome measure, baseline, benefit owner, review date
and stop rule, with one access guardrail and one service-reliability guardrail:

4. Independent contrasting-scenario response BEFORE feedback:
Adoption is 30%, but support calls increase by 70%. The sponsor asks to report
only adoption. Record your proposed action, affected decision, expected result
and evidence that would disprove your choice.

First draft saved before viewing feedback? Record the actual status, not a default:
First-draft saved date/time/timezone:

PART E - AFTER FEEDBACK (keep Part D intact)
My corrected/revised recommendation:

At least one change I made, with the reason (or a justified reason no correction
was needed), and the strongest evidence that would change my choice:

How would I revise the recommendation if adoption were only 5%?

My own rubric check: demonstrated / partly demonstrated / missing, with evidence:
1. Arithmetic has correct units and all three adoption assumptions:
2. Capacity value is distinguished from cash savings:
3. Trial has an accountable owner, outcome measure and guardrails:
4. Revised recommendation addresses the adverse support result:

PART F - FEEDBACK ON THE LESSON
What was confusing, too easy, repetitive or missing?

Where did you pause, reread, need outside help or encounter an accessibility issue?
Include genuine rereading for understanding, required feedback and revision.
Do not deliberately repeat work to add time or count one completion twice.

Optional practice answer/feedback (ungraded and excluded from instruction timing):

Completion status: completed / partly completed / stopped (record actual status):

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