Value Matrix

The Value Matrix provides a structured way to evaluate, compare, and prioritize analytics initiatives across an organization.

Value Matrix Overview & Demonstrations

This section introduces the Value Matrix initiative and shows how it is used in practice. You will find a high-level overview of the framework, a recorded walkthrough, and materials presented to the Executive Advisory Council that explain why the Value Matrix was created, how it works, and how utilities are applying it to evaluate analytics initiatives in a consistent and transparent way.

Value Matrix Baseline Template

These resources walk through the baseline Value Matrix template in detail. They explain the structure of the framework, how scoring criteria and weighting are defined and applied, and how organizations can customize the template to reflect their own strategy, priorities, and operating context while preserving consistency and transparency.

Value Matrix: Portfolio-Level Prioritization Example

This section focuses on using the Value Matrix as a portfolio management tool. The example illustrates how value and effort scoring can be combined with project intake, backlog visibility, and value–effort visualization to compare initiatives side by side and support transparent prioritization conversations with stakeholders.

Value Matrix – Project Specific Example

These materials demonstrate an advanced application of the Value Matrix that emphasizes objective scoring and integration with enterprise project planning. The example shows how clearly defined scoring thresholds, measurable outcomes, and capacity modeling can be used to reduce subjectivity and support realistic prioritization decisions.

Value Matrix Package

This downloadable package includes all Value Matrix materials in one place.

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