How often should a value creation plan be updated? Review the plan on a fixed monthly or quarterly cadence set when the plan is first written. Update the priorities and milestones at least once a year as items get delivered and the business changes. By Jacob Camhi|August 18, 2026|How to Build a Value Creation Plan for a Portfolio Company|Comments Off on How often should a value creation plan be updated? Share This Story, Choose Your Platform! FacebookXRedditLinkedInWhatsAppTumblrPinterestVkXingEmail About the Author: Jacob Camhi Jacob Camhi is Vice President of Growth at Vx Group, where he works with lower-middle-market B2B companies on relationship-driven growth strategies.