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Benefits Guidance

Page updated 20 Apr 2017

The Treasury is the lead on investment management, and also has a lead role in benefits management (supported by the corporate centre).

Effective benefit management is about giving investments the greatest possibility of realising and optimising the benefits promised, while maintaining controls to avoid the loss of value.

This updated guidance can be used by practitioners, decision makers and those implementing benefits management in their organisation. It provides a generic approach that can be tailored to suit your organisation.  A set of templates and examples support the guidance.

The guidance can be used for both Better Business Case (BBC) and non BBC investments.

Managing Benefits from Projects and Programmes: Guide for Practitioners


Where benefits guidance fits

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Benefits management templates

These templates can be tailored to suit both your organisation and the size, scale and complexity of the investment:

Templates, measures and guides library

  • The Treasury and Superu have developed a catalogue of the social outcomes for government priority programmes.  The catalogue maps government priorities, outcomes, and proposed or actual measures (where available) for a range of social sector programmes. It also lists how the data is collected, when and by whom.  This catalogue is extremely helpful when developing the benefits for new social investments: The Government Outcomes Catalogue Tool.
  • The Australian Benefits Institute has developed an initial benefits measures list which practitioners can consider in developing their benefit measures: benefitsmeasurement-abi.pdf (161 KB)
  • CiJ Consultancy and Advisory Services have developed a range of benefit examples for use in infrastructure investments in the education sector: benefitsmeasurement-guide.pdf (55 KB)
  • Government agency templates and guides

Benefits Management Community of Interest

The Treasury is leading a programme to improve benefits management practice, capability and performance.  To assist with these improvements, the Treasury convenes an all of government Benefits Management Community of Interest, open to benefits management practitioners and other interested parties across government. If you’d like to know more, or would like assistance with benefits management in your own organisation please contact investmentmanagement@treasury.govt.nz. If you are a New Zealand Government employee you can also access the Benefits Management Community of Interest on the PSI website.

Benefits Training

A cross agency working group has developed the first New Zealand government training course "How to excel as a Benefits Owner". You can access the course handout(501 KB), which aligns with the above Treasury benefits guidance.

A classroom course is available that focuses on the skills required of a benefits owner and includes exercises to validate good benefits and measures. More information about attending this course is available on the Benefits Management Community of Interest page on the Public Service Intranet which is available to New Zealand government agencies.

Benefits Training Providers New Zealand

Managing Benefits™ training courses are available from the following providers:

Related Resources

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