Benefits Realisation Management Toolkit

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Achieve compliance and risk management requirements while optimizing your teams time and resources

 

What are the main barriers or problems to effective benefits management in your organization?

Which people management activities does your organization undertake to support project management maturity?

Which program management methodology Is used within your organization?

Has your organization determined the grading or prioritizing of the benefits?

Does the completed program satisfy your organization and key stakeholder requirements?




...Find the answers to these, and more, questions with this Benefits Realisation Management Toolkit:

  • Test that your incident management processes work correctly.
  • Match your product or products to new customer needs.
  • Ensure your teams information is protected and only accessed by the right people.
  • Improve your management approach to healthy business.
  • Learn and apply your learning given new information or in the event of a breach.
  • Deliver a better service to your customers.
  • Receive support for your implementation efforts or on behalf of your customer.
  • Collect information about your competition.
  • Ensure that all covered data is encrypted on your backup media.



HOW THIS TOOLKIT WORKS:

Save time, empower your teams and effectively upgrade your processes with access to this practical Benefits Realisation Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Benefits Realisation Management related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Benefits Realisation Management specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Benefits Realisation Management Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 991 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Benefits Realisation Management improvements can be made.

Examples; 10 of the 991 standard requirements:

  1. How does head office test the business case and underlying assumptions, to assess the quality of the underlying information, and likelihood of realizing the expected business benefits?

  2. What systems and processes do you have in place to support delivery, record benefits realisation and value achieved, make key decisions and implement risk and assurance strategies?

  3. What regulations, best practices, and/or performance measures have been introduced in your organization to promote effective ERP usage and realization of ERP benefits?

  4. What benefits could be realized with driving customer communities rich with knowledge base, customer considerations, real-time conversations and ready-to-use content?

  5. Does each investment sponsor regard benefits management as a strategic skill and accept accountability for benefits delivery throughout the investment lifecycle?

  6. Will a step-wise social media blueprint and strategy help to extract maximum benefits in the form of improved brand awareness, enhanced leads and better sales?

  7. Are you prepared to support and enable the changes that your organization must make in order to realize the benefits new technology and processes can provide?

  8. How does your organization realize the financial benefits of the cloud while ensuring information culled from cloud sources is secure and trustworthy?

  9. How can organizations realize the financial benefits of the cloud while ensuring information culled from cloud sources is secure and trustworthy?

  10. How has the facilities management approach been incorporated into the benefits realisation planning to support the delivery of the service need?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Benefits Realisation Management book in PDF containing 991 requirements, which criteria correspond to the criteria in...

Your Benefits Realisation Management self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Benefits Realisation Management Self-Assessment and Scorecard you will develop a clear picture of which Benefits Realisation Management areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Benefits Realisation Management Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Benefits Realisation Management projects with the 62 implementation resources:

  • 62 step-by-step Benefits Realisation Management Project Management Form Templates covering over 1500 Benefits Realisation Management project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Responsibility Assignment Matrix: Which Benefits Realisation Management project management knowledge area is least mature?

  2. Project Charter: Fit with other Products Compliments Cannibalizes?

  3. Responsibility Assignment Matrix: Are authorized changes being incorporated in a timely manner?

  4. Executing Process Group: What is the difference between using brainstorming and the Delphi technique for risk identification?

  5. WBS Dictionary: Does the contractors system include procedures for measuring performance of the lowest level organization responsible for the control account?

  6. Cost Management Plan: Is the Benefits Realisation Management project sponsor clearly communicating the business case or rationale for why this Benefits Realisation Management project is needed?

  7. Project Performance Report: To what degree do individual skills and abilities match task demands?

  8. Lessons Learned: How accurately and timely was the Risk Management Log updated or reviewed?

  9. Cost Baseline: Is there anything you need from upper management in order to be successful?

  10. Stakeholder Management Plan: Is Benefits Realisation Management project status reviewed with the steering and executive teams at appropriate intervals?

 
Step-by-step and complete Benefits Realisation Management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Benefits Realisation Management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Benefits Realisation Management project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Benefits Realisation Management project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Benefits Realisation Management project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Benefits Realisation Management project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Benefits Realisation Management project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Benefits Realisation Management project with this in-depth Benefits Realisation Management Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Benefits Realisation Management projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Benefits Realisation Management and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Benefits Realisation Management investments work better.

This Benefits Realisation Management All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.





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CONTENTS:


Checklists:


Checklists:Benefits Realisation Management Checklist Report on RISK.pdf

Checklists:Benefits Realisation Management Checklist Report on ORGANIZATION.pdf

Checklists:Benefits Realisation Management Checklist Report on BENEFITS.pdf

Checklists:Benefits Realisation Management Checklist Report on BUSINESS.pdf

Checklists:Benefits Realisation Management Checklist Report on PROJECT.pdf

Checklists:Benefits Realisation Management Checklist Report on MANAGEMENT.pdf

Checklists:Benefits Realisation Management Checklist Report on PROGRAM.pdf

Checklists:Benefits Realisation Management Checklist Report on BENEFIT.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:Benefits_Realisation_Management_Quick_Exploratory_Self-Assessment_Guide.pdf

STEP 1 Get your bearings:Benefits Realisation Management Self-Assessment Pre-Filled EXAMPLE.xlsx





STEP 2 Set concrete goals tasks dates and numbers you can track:


STEP 2 Set concrete goals tasks dates and numbers you can track:Benefits_Realisation_Management.pdf

STEP 2 Set concrete goals tasks dates and numbers you can track:Benefits Realisation Management Self-Assessment.xlsx

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

 

 

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