The Valuation Plan Template should include a schedule for conducting valuations (e.g., every three (3) years), the most appropriate valuation method, setting valuation targets, and using valuation to improve the company’s value and performance. Top Management and the CFO should document the valuation plan in RC1020-1 VALUATION PLAN and should review the plan after each valuation process and make improvements as required.
Top Management should set overarching valuation plans (such as frequency of valuation, method of valuation, and valuation targets) and complete Section I of the Valuation Plan Template with the appropriate information. The CFO should complete the Section II of the RC1020-1 VALUATION PLAN, noting valuation source, valuation inputs, and anticipated valuation start and completion dates. Upon review, Section III should be completed.