Benefits Realization Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Benefits Realization 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 992 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 Realization improvements can be made.

Examples; 10 of the 992 standard requirements:


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

2. Does it provide enough information about the governance of the benefits realization stage for the portfolio management team to approve the post project management environment?
   
   

3. Do you have a clear project plan that covers the full period of the planned delivery and all business change required, and indicates the means of benefits realization?
   
   

4. How often have you found situations where, despite your best efforts, pockets of work occur that appear to be contrary to the general direction of your organization?
   
   

5. Does your organization have a centrally managed and consistent framework, with established processes, for defining and tracking benefits realization?
   
   

6. Can the causal links be established between the identified improvements and the interventions designed to create a learning organization culture?
   
   

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

8. Is there agreement on which benefit categories are monetised in business cases and should benefits be monetised in benefits realization reports?
   
   

9. Is there a relationship between organization performance, corporate governance, and your organizations decision to form a technology committee?
   
   

10. How should the overall operating model represent interactions between the future IT organization/ businesses/ service provider?
    
    


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 Realization book in PDF containing 992 requirements, which criteria correspond to the criteria in...


Your Benefits Realization 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 Realization Self-Assessment and Scorecard you will develop a clear picture of which Benefits Realization 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 Realization 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 Realization projects with the 62 implementation resources:


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


Examples; 10 of the check box criteria:


1. Closing Process Group: How well did the chosen processes produce the expected results?
   
   

2. WBS Dictionary: Are the wbs and organizational levels for application of the Benefits Realization projected overhead costs identified?
   
   

3. Source Selection Criteria: What are the most critical evaluation criteria that prove to be tiebreakers in the evaluation of proposals?
   
   

4. Activity Cost Estimates: Who determines the quality and expertise of contractors?
   
   

5. Executing Process Group: Would you rate yourself as being risk-averse, risk-neutral, or risk-seeking?
   
   

6. Schedule Management Plan: Have all involved Benefits Realization project stakeholders and work groups committed to the Benefits Realization project?
   
   

7. Stakeholder Management Plan: Is a pmo (Benefits Realization project management office) in place and does it provide oversight to the Benefits Realization project?
   
   

8. Procurement Audit: Does your organization maintain a current file of vendors and vendor catalogues?
   
   

9. Roles and Responsibilities: Concern: where are you limited or have no authority, where you can not influence?
   
   

10. Procurement Audit: Did your organization decide upon an adequate and admissible procurement procedure?


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

1.0 Initiating Process Group:


• 1.1 Benefits Realization project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Benefits Realization 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 Realization 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 Realization 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 Realization 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 Realization 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 Realization project with this in-depth Benefits Realization Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Benefits Realization 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 Realization 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 Realization investments work better.

This Benefits Realization 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.