# Value Creation Plan

> Build a 12-24 month value creation roadmap for private holdings with measurable KPI targets.

- Skill: `hvkshetry/value-creation-plan` (Agent Skill)
- Install (CLI): `npx skillmds@latest add hvkshetry/value-creation-plan`
- Raw SKILL.md: https://api.skillmd.com/api/skills/hvkshetry/value-creation-plan/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Product & Planning
- Author: hvkshetry (https://skillmd.com/u/hvkshetry)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/hvkshetry/value-creation-plan

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# Value Creation Plan

Design actionable levers to improve enterprise value in private holdings.

## MCP Tool Map

- Operating baseline context: `portfolio-monitoring` skill outputs (manual KPI inputs)
- Market/pricing context: `market-intel-direct.search_market_news`, `market-intel-direct.get_market_snapshot`
- Public benchmark context: `sec-edgar.sec_edgar_financial`

## Workflow

### Step 1: Baseline

- Define current revenue, EBITDA, margin, and cash conversion baseline.
- Identify largest value drag points.

### Step 2: Levers

- Revenue levers: pricing, mix, channel, retention.
- Cost levers: procurement, labor productivity, overhead, working capital.
- Strategic levers: product roadmap, capital structure, governance.

### Step 3: Plan Architecture

- 100-day actions.
- 12-month milestones.
- 24-month value bridge to target EBITDA and valuation.

### Step 4: Output

- Lever-by-lever action register.
- KPI owner and review cadence.
- Risks, dependencies, and contingency actions.