ProjectBenefits Realisation Plandd/mm/yyyy

BENEFITS REALISATION

XX Project

Benefits Realisation Plan

Author: / Ronan Herlihy
Version: / 1.0
Date: / XX

Document control

This document is a version-controlled document.

Changes are recorded in the following version control table.

Version / Name / Details of changes / comments / Distribution / Date
1.0 / Ronan Herlihy / Preliminary draft / Xx/xx/x

1.Executive Summary

The benefits Realisation management plan provides details of how the benefits process will be applied to a program. It describes the tasks, resources, time frame and approach to each step of the framework. The executive summary is a brief overview of the program, key benefits and how they will be tracked.

2.Benefits Management Phases

Describe how this program links to the standard phases

3.Business Case Benefits Reconciliation

Consider the following point for inclusion in this section:

Participation in business case benefits development

Economic appraisal calculations

Current Project scope/direction: Benefits Change Form

Analysis of Business Case Benefits

4.Benefits Ownership

Consider the following point for inclusion in this section:

Benefits Owners Engagement

Roles and benefit accountabilities

Business problems to be resolved

Operational obstacles and risks: Benefits Risk Register

Benefits Measures and Targets: Benefits Realisation Register

5.Benefits Activity Plan

Consider the following point for inclusion in this section:

Business, Technology, Organisational, Processes and People tasks

Benefits Realisation Pathway map

Benefits Result Chain

Review project plan for benefit and change management tasks

Benefits Realisation Activity Plan

Communication materials – benefits at each level and “What’s in it for me”

6.Baseline Measures

Consider the following point for inclusion in this section:

Describe how measures will be collected

Detail the effort and time frames

Detail any tools to be used such as satisfaction surveys

The sign-off process for the measures

7.Benefits and Organisational Change

Consider the following point for inclusion in this section:

This section should detail the process changes and initiatives required to produce each benefit. Benefits and change work together.

The Change Management group typically develop “Stop, Start and Continue” process lists.

The details will be used to create the Benefits Pathway and The Benefits Realisation Results Chain.

8.Go Live

Consider the following point for inclusion in this section:

Describe how the quick wins will be identified and communicated.

List the key processes to stop and those which will improve.

9.Post Go Live Benefits Tracking

Consider the following point for inclusion in this section:

Describe how the benefits data collection and reporting process will be conducted post implementation.

Indicate the groups and stakeholders who will receive the information.

Some benefits will not meet target and it will be necessary to implement new initiatives to correct this.

Describe the expected duration, possible two years post implementation.

10.Benefit Profiles

Each benefit should have the following details recorded. It contains all the elements necessary for a benefits register and is spaced out in a way that is easy to read.

Benefit title
Unique Number: / A1 / Benefit Owner:
Benefit Overview:
Current business problems:
Solution:
Enabling functionality
Change required
Business, Technology, Organisation, People and Process (BTOPP)
Processes to stop
Business case variation
How will this be measured, source of information and frequency
Baseline measurement and date
Target performance and realisation dates
Risk potential to this benefit
Risk mitigation
Status update and date

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