# Vision maps, value maps and project lifecycle

*Agentforce Nonprofit Consultant Study Guide · Nonprofit Implementation Strategy · Last updated November 3, 2026 · https://www.certifyforce.com/study-guide/agentforce-nonprofit-consultant/nonprofit-implementation-strategy/vision-maps-value-maps-and-project-lifecycle*

How a consultant runs an Agentforce Nonprofit implementation: stakeholder interviews and the vision document, Vision Maps versus Value Maps, total cost of ownership and change levers, governance, hot-warm-cold data, phased delivery and its five steps, and the project lifecycle with Agile, waterfall and business-value metrics.

- Certification: Salesforce Agentforce Nonprofit Consultant
- Exam section: Nonprofit Implementation Strategy
- Study guide: https://www.certifyforce.com/study-guide/agentforce-nonprofit-consultant

**Official exam objective:**

> Manage an implementation project, including vision and value maps, the project management lifecycle, and business value.

## What the exam expects

- Distinguish a Vision Map from a Value Map, name the Value Map's three components and fill missing metrics responsibly.
- Say what belongs in the project vision document, and budget the total cost of ownership beyond donated licences.
- Pick the change management lever and governance operating model that fit a symptom or org structure.
- Classify data as hot, warm or cold and plan migration, integration and ongoing data health.
- Sequence a phased implementation (first phase, when not to phase, the five project steps) and the project lifecycle (charter, Agile versus waterfall, per-iteration business value, CPI).
- Key terms: **Vision Map** (stakeholder-organized picture of why to invest); **Value Map** (table of goals, capabilities and metrics showing return); **change levers** (six forces that support or impede change); **operating model** (structure that enforces governance); **project charter** (approved scope and objectives); **CPI** (planned cost over actual cost).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Value Map steps | Goals & Objectives, Key Capabilities & Features, Impact & Metrics | [Create Vision and Value Maps](https://trailhead.salesforce.com/content/learn/modules/nonprofit-cloud-vision-and-value-mapping/create-vision-and-value-maps) |
| Number of goals | About 3 to 4, with consensus among multiple leaders | [Create Vision and Value Maps](https://trailhead.salesforce.com/content/learn/modules/nonprofit-cloud-vision-and-value-mapping/create-vision-and-value-maps) |
| Missing metrics | Use industry data such as the Voice of the Customer survey | [Create Vision and Value Maps](https://trailhead.salesforce.com/content/learn/modules/nonprofit-cloud-vision-and-value-mapping/create-vision-and-value-maps) |
| KPIs | Written as SMART outcomes | [Synthesize Core Learnings](https://trailhead.salesforce.com/content/learn/modules/nonprofit-cloud-vision-and-value-mapping/synthesize-core-learnings) |
| Power of Us | 10 Lightning Enterprise Edition licences at no cost, subject to geography | [Total Cost of Ownership](https://trailhead.salesforce.com/content/learn/modules/nonprofit-cloud-readiness/understand-total-cost-of-ownership) |
| Change levers | Leadership, Ecosystem, Values, Enablement, Rewards, Structure | [Get Ready to Manage Change](https://trailhead.salesforce.com/content/learn/modules/nonprofit-cloud-readiness/get-ready-to-manage-change) |
| Admin benchmark | About one administrator to 50 users | [Prioritize Governance](https://trailhead.salesforce.com/content/learn/modules/nonprofit-cloud-implementation-best-practices/prioritize-governance) |
| Single org | Centralized operating model is most likely best | [Prioritize Governance](https://trailhead.salesforce.com/content/learn/modules/nonprofit-cloud-implementation-best-practices/prioritize-governance) |
| Site releases | Build and test in a sandbox; deploy with change sets or Metadata API | [Deploy a Site from Sandbox](https://help.salesforce.com/s/articleView?id=experience.networks_migrate_overview.htm&type=5&language=en_US) |
| Day one data | Only hot data; archive leftover warm and cold data | [Focus on Your Data](https://trailhead.salesforce.com/content/learn/modules/nonprofit-cloud-implementation-best-practices/focus-on-your-data) |
| Validate step | UAT, data validation, SIT, defect fixes | [Take a Phased Approach](https://trailhead.salesforce.com/content/learn/modules/nonprofit-cloud-implementation-best-practices/take-a-phased-approach) |
| Charter | Initiate phase; sponsor approval authorizes resources | [Project Management Fundamentals](https://trailhead.salesforce.com/content/learn/modules/project-management-essentials/get-to-know-project-management-fundamentals) |
| CPI and SPI | 1.0 or greater means on or ahead of budget or schedule | [Deliver Value](https://trailhead.salesforce.com/content/learn/modules/project-management-essentials/deliver-value-through-project-management) |

## Check yourself

- Which three buckets should each stakeholder interview be summarized into?
- Which change lever do roadshows and engaging opinion leaders pull?
- Why do Agile projects keep revising time and cost estimates?
- When should data left in the warm bucket move into the org?
- Why should a project be formally closed?

## Sources

- [Create Vision and Value Maps](https://trailhead.salesforce.com/content/learn/modules/nonprofit-cloud-vision-and-value-mapping/create-vision-and-value-maps)
- [Interview Key Stakeholders](https://trailhead.salesforce.com/content/learn/modules/nonprofit-cloud-vision-and-value-mapping/interview-key-stakeholders)
- [Synthesize Core Learnings](https://trailhead.salesforce.com/content/learn/modules/nonprofit-cloud-vision-and-value-mapping/synthesize-core-learnings)
- [Understand Total Cost of Ownership](https://trailhead.salesforce.com/content/learn/modules/nonprofit-cloud-readiness/understand-total-cost-of-ownership)
- [Get Ready to Manage Change](https://trailhead.salesforce.com/content/learn/modules/nonprofit-cloud-readiness/get-ready-to-manage-change)
- [Prioritize Governance](https://trailhead.salesforce.com/content/learn/modules/nonprofit-cloud-implementation-best-practices/prioritize-governance)
- [Deploy an Experience Cloud Site from Sandbox to Production](https://help.salesforce.com/s/articleView?id=experience.networks_migrate_overview.htm&type=5&language=en_US)
- [Focus on Your Data](https://trailhead.salesforce.com/content/learn/modules/nonprofit-cloud-implementation-best-practices/focus-on-your-data)
- [Take a Phased Approach](https://trailhead.salesforce.com/content/learn/modules/nonprofit-cloud-implementation-best-practices/take-a-phased-approach)
- [Get to Know Project Management Fundamentals](https://trailhead.salesforce.com/content/learn/modules/project-management-essentials/get-to-know-project-management-fundamentals)
- [Explore Project Management Methodologies](https://trailhead.salesforce.com/content/learn/modules/project-management-essentials/explore-project-management-methodologies)
- [Deliver Value Through Project Management](https://trailhead.salesforce.com/content/learn/modules/project-management-essentials/deliver-value-through-project-management)
- [Use Agile for Non-Software Projects](https://trailhead.salesforce.com/content/learn/modules/project-management-essentials/use-agile-for-non-software-projects)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 20 linked practice questions, and unlimited timed mock exams are included with the Agentforce Nonprofit Consultant pack (USD $19): https://www.certifyforce.com/practice-exams