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Managing Benefits from Projects and Programmes: Guide for Practitioners

Publication Details

  • Managing Benefits from Projects and Programmes: Guide for Practitioners
  • Published: 9 Oct 2017
  • Status: Current
 

Managing Benefits from Projects and Programmes: Guide for Practitioners

Published 24 Mar 2016
Updated 9 Oct 2017

This 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.

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

Contents

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Foreword from Gabriel Makhlouf Secretary to the Treasury and Chief Executive

1 Why is benefits management important?

2 Benefits management expectations in the State Services

  • 2.1 National economy perspective
    2.2 Cabinet office circular CO (15)5 expectations
    2.3 Other expectations
    2.4 Legislation
    2.5 Cabinet expectations for identifying wider benefits
    2.6 ICT assurance framework
    2.7 Industry guidance on benefits management

3 About this guidance

  • 3.1 Symbols used in this Guidance
    3.2 Questions and feedback
    3.3 Further information

4 What is benefits management?

  • 4.1 Linking benefits to outputs and outcomes
  • 4.2 Benefits management framework
  • 4.3 Benefits management strategy
  • 4.4 Alignment of Benefits Management Lifecycle to Better Business
  • Cases (BBC)
  • 4.5 Benefits management in the wider context
  • 4.6 Benefits management for Agile

5 Benefits management principles

6 Main activities at each stage of the Benefits Management Life Cycle

7 Process flow for benefits activities

8 Benefits identification

  • 8.1 Benefits map
  • 8.2 Benefits profiles
  • 8.3 Benefits strategic alignment
  • 8.4 Benefits categorisation
  • 8.5 Benefits measures
  • 8.6 Benefits dependencies
  • 8.7 Risks
  • 8.8 Benefits realisation plan (BRP)
  • 8.9 Stakeholders
  • 8.10 Other considerations

9 Benefits analysis

  • 9.1 Monetary and non-monetary benefits
  • 9.2 Benefits attribution
  • 9.3 Measures

10 Benefits planning

  • 10.1 Benefits register
  • 10.2 Benefits realisation schedule

11 Benefit realisation and reporting

  • 11.1 Monitoring and reporting
  • 11.2 Identifying emerging benefits
  • 11.3 Change management and embedding into Business as Usual
  • 11.4 Lessons learned

12 The role of assurance and benefits

  • 12.1 Investment Reviews
  • 12.2 Operational and Benefits Realisation Review
  • 12.3 Project assurance process
  • 12.4 Benefit Owners

Annex A – Glossary

Annex B – Benefits management principles

Annex C – Suggestions for improving Benefits management

Annex D – Links

Annex E – Typical benefits management roles

Annex F – P3M3 benefits management maturity

managingbenefits-guidance.pdf (1,069 KB) pp. (2), i-ii, 1-48
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