How do we prevent benefits reporting from becoming marketing?

Unverifiable benefit claims

Keep calculations, assumptions, measurement periods, and limitations visible. Separate observed results from forecasts and avoid attributing every favorable change to the project without evidence.

What to do now

  1. Define each claim precisely
  2. Link it to reproducible evidence
  3. Separate realized, forecast, and unverified value
  4. Review claims with accountable owners
Recommended action flow for unverifiable benefit claims: Define each claim precisely then Link it to reproducible evidence then Separate realized, forecast, and unverified value then Review claims with accountable owners. Escalate when a public or executive claim materially exceeds the supporting evidence.

When to escalate

Escalate when

A public or executive claim materially exceeds the supporting evidence.

Who decides

The product or business benefit owner

Example

A report labels a projected saving as a forecast until operating data supports realization.

Mistake to avoid

Publishing a percentage improvement without a baseline or method.

Prevent a repeat

Compare observed outcomes with the baseline and separate forecast benefits from benefits actually measured.

Suggested ApprovedFlow setup

  • Projects
  • Tasks
  • Documents

Keep the intended outcome and measurement plan with the project, and assign improvement work to an accountable business owner. See the platform

Related cases

Practice references