Benefits Realisation Plan Template

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BENEFITS REALISATION
XX Project
Benefits Realisation Plan
Author:
Version:
Date:
Ronan Herlihy
1.0
XX
Document control
This document is a version-controlled document.
Changes are recorded in the following version control table.
Project
Version
1.0
Benefits Realisation Plan
Name
Details of changes / comments
Ronan Herlihy
dd/mm/yyyy
Distribution
Preliminary draft
HEALTH SUPPORT SERVICES
Date
Xx/xx/x
-1-
BENEFITS REALISATION
Project
Benefits Realisation Plan
dd/mm/yyyy
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
1.
Reconcile
business
case
benefits
2.
Secure
benefit
ownership
3.
Develop
benefits
activity
plan
4.
5.
Conduct
baseline
measures
Review
business
change
6.
7.
Go live
activities
Benefits
tracking
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:
HEALTH SUPPORT SERVICES
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BENEFITS REALISATION
Project
Benefits Realisation Plan

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”
dd/mm/yyyy
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:
HEALTH SUPPORT SERVICES
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BENEFITS REALISATION
Project
Benefits Realisation Plan

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.
HEALTH SUPPORT SERVICES
-4-
BENEFITS REALISATION
dd/mm/yyyy
Project
10.
Benefits Realisation Plan
dd/mm/yyyy
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:
Benefit Owner:
A1
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



HEALTH SUPPORT SERVICES
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BENEFITS REALISATION
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