Measurement charters

A number is easier to defend when the rules for counting it were agreed before anyone saw it. A measurement charter is that agreement, written down and signed. The account charter holds the counting rules. Each initiative's charter holds what the AI gets credit for, in words, plus the formulas, shares and baselines that count it.

Charters live under Method → Charters, and each initiative's Setup tab has a row for its own.

What a charter holds

The account charter is generated from your settings, so it can't claim a rule the app doesn't enforce:

value counts only once it is approved, and cost counts in full;
ROI is cash, and freed capacity is reported beside it and never added to it;
freed capacity counts as cash only when a person records it for a month and cites a document;
who approves a figure: an initiative's named approvers, or an Owner or Admin under the approval threshold, and whoever they delegate to; who may approve a figure they recorded; and whether auto-approve is on;
how a baseline is measured, in order of preference;
the labor rates your formulas price time at, and whether each is your figure or Roiva's default;
anything else you agreed, in your own words.

An initiative's charter holds:

The attribution rule, in words: what the AI gets credit for, and what it doesn't. For example: "Agent minutes freed on tickets the AI resolved and nobody reopened within four days. No credit for CSAT or retention."
The formulas it runs, each at its version and marked cash or freed capacity.
The declared shares of a business-wide outcome credited to it, with the reasons given.
Each baseline, and how it was measured: from history, a time study, a sample timed without the AI, a benchmark or an estimate. See Baselines for an initiative that's already live.
The connections that book value for it directly, such as a help desk's deflected tickets. When a help desk's tickets are on Roiva's default price, the charter also lists the time study of agent minutes they're priced from, or none. A month priced from any other study is marked Outside its charter, including one where a ticket another initiative's rule also matched was priced from that initiative's study.
The account charter it rests on.

Drafting and signing

Under Method → Charters, choose Draft the account charter, or Draft a charter beside an initiative. An initiative's owner can draft its charter. An Owner or Admin can draft any.
Write the attribution rule, choose who signs it, and choose Submit for signature. What the initiative runs at that moment is frozen into the charter.
The signer sees it in their Inbox, reads it, and chooses Sign, or declines it with a reason. Until it's signed, the drafter or an Owner or Admin can withdraw it.

The account charter is signed by an Owner or Admin. An initiative's charter can also be signed by one of the initiative's named approvers. Nobody signs a charter they drafted, whatever Organization Settings → Approvals allows. A charter is the rule the figures are approved under, and one person writing it and accepting it isn't an agreement.

A signature is recorded as an approval, beside the figures approved under it. Each version can be downloaded as a PDF for the CFO pack.

What every figure carries

From the moment a charter is signed, every value entry for that initiative names it, and entries still waiting on an approver move to it. An approved entry keeps the charter it was approved under. The Value Evidence Register has a Charter column, and its summary counts the entries approved under no signed charter. The Board Brief's reading notes say how many of the quarter's initiatives were under a signed charter on the brief's last day, and its caveats give the quarter's approved cash that was counted under none.

When things change after signing

A charter is frozen when it's submitted. If a formula moves to a new version that calculates differently (rewording an input's label or description doesn't), a share is reset, a baseline is replaced or a connection starts booking value afterwards, the charter shows what changed under Changed since it was signed. The Inbox tells the signer and the drafter.

A value entry calculated in a way the charter doesn't cover is marked Outside its charter wherever an approver sees it, and it is never approved automatically. Either draft a revision for the signer to agree the change, or put the configuration back.

Revising after results

A revision is a new version. When it's signed, the version it replaces is kept, marked superseded, and the entries approved under it keep citing it.

If value has already been approved under the version being replaced, the rules are changing after results. The revision then has to give a reason before it can be submitted. Signing it writes the change to the audit log, with what changed and the value approved under the old version. The Board Brief for that quarter also says so: "The measurement charter for “Support Triage” was revised on September 10, 2026, after $30,000 of cash had been approved under version 1", followed by the reason.

What a charter doesn't do

A charter records what was agreed and holds the figures to it. It doesn't show that the AI caused the change it credits. That remains the judgment the attribution rule states, and the methodology page says what the method doesn't prove. A charter also doesn't stop anyone from approving a figure. It makes visible which figures were counted outside it.

What makes a figure auditable: versioned formulas, frozen inputs, and approval before value counts
Approving value and initiatives: who approves what, and segregation of duties
Board Brief and reports: what the Board Brief and the Value Evidence Register show