The correct answers are A and B . During the Development Phase , the VM team is converting selected ideas into value alternatives, so any new information that affects assumptions, cost, risk, performance, stakeholder impact, or feasibility must be evaluated before the proposal is finalized. SAVE's Study Guide explains that each Job Plan phase provides information needed for the next phase and that, as the team gains additional knowledge, a previous phase may be revisited. ( ) Therefore, the facilitator should first assess the information with the VM team to determine whether it changes the rationale, calculations, risk profile, or viability of any proposal.
The facilitator should also discuss the information with the study subject program manager because the information may affect scope, owner requirements, baseline assumptions, implementation constraints, or management expectations. In the Development Phase, value alternatives must be clearly written with supporting assumptions, calculations, vendor information, cost comparisons, and other information needed to convey the alternative. ( ) Option C is premature because new information does not automatically require a new proposal. Option D is incorrect because disregarding relevant information undermines proposal credibility and informed decision- making.
References/topics: Development Phase; Value Alternative Development; Facilitator Responsibilities; Proposal Validation; VM Team Coordination.

The correct strategies are A and C because the Presentation Phase is intended to communicate value alternatives clearly enough for management and stakeholders to make informed implementation decisions.
The SAVE Study Guide identifies the Presentation Phase purpose as presenting value alternatives to management, stakeholders, and decision makers, with the fundamental question focused on helping them make more informed decisions that fit strategic plans. ( ) Therefore, a concise summary of key points is essential because it reinforces the major recommendations, benefits, risks, and implementation direction without forcing decision makers to search through excessive detail.
Visuals such as charts and graphs are also appropriate because presentation products commonly include cost- versus-worth comparisons, present-worth analysis, risk analysis, and advantages-versus-disadvantages information. ( ) These items are best communicated visually when the objective is executive understanding and decision readiness. The formal VM Standard also states that the Presentation Phase involves an oral presentation followed by a written report, with the team obtaining approval or direction for additional information. ( courses.washington.edu ) A complex presentation format would reduce clarity, and detailed technical specifications belong mainly in the Development Phase technical data package, not as the primary means of enhancing the presentation.
References/topics: Presentation Phase; Value Alternatives; Management Decision Support; Oral Presentation; Formal Report.

The correct indicators are poor results , reluctance to participate in a value study , and lack of management support . These are behavioral and organizational symptoms showing that the Value Methodology is not being understood, accepted, or applied correctly. VM depends on a disciplined Job Plan, qualified facilitation, multidisciplinary participation, and informed decision-making. SAVE describes VM as a systematic process applied by a multidisciplinary team to improve value through function analysis, and SAVE also emphasizes education, training, and certification as part of competent VM practice. ( Value Engineering ) Poor results suggest that participants may be using VM tools mechanically without understanding function analysis, value improvement, or the Job Plan logic. Reluctance to participate usually reflects misunderstanding, fear of criticism, or lack of awareness of the benefits of VM. Lack of management support is especially critical because VM programs require sponsorship, resources, implementation authority, and decision-maker commitment. Lack of technical expertise is not primarily a VM training indicator; it is a team composition issue. Lack of funding is a resource constraint, not direct evidence that VM education is needed.
References/topics: VM Programs; VM Training; Management Support; Program Implementation; Team Participation; Value Study Effectiveness.

The correct answers are A and B because both are facilitator responsibilities performed during the Pre- Workshop / Preparation Phase . The SAVE study guide defines this stage as the point where the team must
"Plan and organize the Value Study" and asks the fundamental question: "What has to be done to prepare for a Value Study?" Its listed activities include obtaining project data, collecting key documents such as scope definitions, drawings, specifications, reports, estimates, gathering customer/user information, distributing information to team members, developing the study schedule, and determining dates, times, location, and logistical needs. ( cdn..com ) Therefore, compiling information for use in the Information Phase is a proper facilitator task. Likewise, developing a high-level agenda or schedule and reviewing it with the client for concurrence is consistent with the preparation requirement to establish scope, objectives, timing, logistics, roles, responsibilities, and management expectations before the workshop begins.
Option C is incorrect because Implementation occurs after the workshop when accepted alternatives are reviewed, action plans are assigned, and changes are tracked. ( cdn..com ) Option D is incorrect because identifying project functions is principally a Function Analysis Phase team activity, not a facilitator pre- workshop decision. ( cdn..com ) References/topics: Preparation Phase; Pre-Workshop Activities; Information Phase Readiness; VM Facilitation and Team Dynamics.

The correct answers are A and D . In the Creativity Phase, the VM team deliberately moves beyond the current design, process, or solution and generates alternative ways to perform the required functions. SAVE's Value Methodology Standard defines the Creative Phase as the point where the team uses creative techniques to identify other ways to perform the project's functions .
Envisioning the ideal promotes innovation because it removes premature constraints and helps the team imagine the best functional outcome before judging feasibility, cost, or implementation difficulty. This supports divergent thinking, which is essential during Creativity. Modifying what currently exists also promotes innovation because many value-improving ideas are produced by adapting, improving, simplifying, combining, or changing an existing concept rather than inventing a completely new one.
By contrast, maintaining existing solutions does not promote innovation because it preserves the current approach and limits alternative thinking. Testing old combinations is also not the best answer because the Creativity Phase is focused on generating possibilities, not testing or validating them. Testing, screening, and ranking belong more naturally in the Evaluation Phase.
References/topics: Creativity Phase; Creative Thinking; Alternative Generation; Function-Based Innovation; VM Job Plan.