What are effective approaches used by the VM facilitator during the Evaluation Phase?
Choose 2 answers.
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. ()
Reference/topics: Evaluation Phase; VM Facilitation; Idea Screening; Evaluation Criteria; Team Focus and Direction.
