Free Excel planner and manual ยท 2026
The mVMS Planner
A Total Value Creation platform in one workbook. Run your value creation plan on merit, size value honestly, and bank it only when the P&L agrees.
โ An 18-tab workbook with 72 sub-levers across the four TVC pillars
โ A filled Corbin demonstration and a blank template, both included
โ Merit scoring, value sizing, capacity checks and a board page
โ The operating manual, with a twenty-minute setup
Free download. Name and email, and it opens straight away. No macros, no add-ins, no sales call.
Get the planner
Free. Name and email, and it opens straight away.
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The plan is a hypothesis
The system is what tests it. One Register, one owner per initiative, and only the Reconciliation tab can bank value.
What is inside
Two workbooks and the manual. Blue cells are yours to type, and everything else calculates.
The spine
One Register
Each initiative is one row with one accountable owner. Every other tab reads from it, so nothing is typed twice.
Scoring
The Merit Score
Ranks the list on value, certainty, speed, ease and fit. It deliberately does not score who is asking or how loudly.
Sizing
The Value Case Builder
Six sizing methods, each matched to its lever, with a guardrail on capacity hours so the plan cannot promise what the team cannot deliver.
Capacity
Check before you activate
Team load against a ceiling, month by month, so steering sees the squeeze before it becomes a missed milestone.
The bridge
Bridge and Board Page
EBITDA by lever and state, the equity bridge to multiple and IRR, and a printable page for the board.
Banking
Reconciliation
Claimed against verified, by quarter. Value is banked only after the P&L agrees, and never before.
The argument
Most value creation plans are written to be approved. The good ones are written to be audited.
Eighteen months after the investment committee applauds, the difference shows. The plan was fine. What was missing was an execution system for ownership, milestones, capacity, escalation and verification. The mVMS Planner is that system, in a form that needs no software budget.
Who it is for
Operating partners running several plans at once.
Portfolio company CEOs and CFOs who must report value to a board.
Value creation analysts who maintain the plan week to week.
Works in Excel 2019 and later, and in LibreOffice. No macros and no add-ins.
Also free
Pair it with The Operating Partner's First 100 Days, which builds the calendar this planner then runs.
Set it up in twenty minutes
Free. Name and email. The planner opens straight away.
About VCI Institute
VCI Institute is a nonprofit dedicated to building practical capability and shared standards for value creation in private equity. Its certification ecosystem, including the Certified Operating Partner in Private Equity (COPPE) and the Certified Value Creation Analyst (CVCA) tracks, serves operating partners, value creation professionals, and portfolio company leaders.