MEETING WORKFLOW VALUE WORKSHEET
Workflow being measured: [Definition]
Baseline period / pilot period: [Dates]
Meeting types included: [Types]
Start point / end point: [Definitions]
Quality requirement: [What counts as usable]

OBSERVATION PER MEETING
Case ID: [Reference]
Length / language / complexity notes: [Details]
Baseline active work minutes: [Person and step breakdown]
Pilot active work minutes: [Include review and correction]
Elapsed time to usable record: [Separate from active work]
Quality met: [Yes / No / Notes]
Exceptions or rework: [Details]

ESTIMATE
Average active minutes difference: [Baseline minus pilot]
Comparable meeting count: [Measured or forecast]
Potential hours: [Minutes difference × count ÷ 60]
Internal planning rate: [Assumption and currency]
Gross time value: [Potential hours × rate]
Additional setup and recurring costs: [List and period; exclude labour already counted above]
Net planning estimate: [Gross value minus additional costs not already counted]

INTERPRETATION
Number of observed cases: [Count]
Range and difficult cases: [Details]
Quality / retrieval observations: [Notes]
Assumptions needing validation: [List]
This estimate represents: [Capacity / cost / other, explain]
Decision / next measurement: [Action]

Prepared with the MeetriX resource library. Adapt to your organisation.
https://meetrix2.lisan.com/resources/meeting-value/