<Name of Project>
Benefits Realisation Plan
Revision History
Date Version Author Description
<project name> - Benefits Realisation Plan,
Page 1 of 7
<project name> - Benefits Realisation Plan
Table of Contents
1. Background .................................................................................................. 3
2. Realisation Plan ........................................................................................... 4
2.1. Target review date........................................................................................................ 4
2.2. Person responsible for review ...................................................................................... 4
2.3. Resources required for review ..................................................................................... 4
2.4. High level schedule of activities ................................................................................... 4
3. Post Project Benefits ................................................................................... 5
3.1. Planned Benefits ........................................................................................................... 5
3.2. Unplanned Effects ........................................................................................................ 5
3.3. Measurement of Project Success ................................................................................. 6
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1. Background
<To be completed by the Project Manager.>
The <project name> project was executed over the period of <dates of project>. The purpose of
the project was to <describe goals of project>.
The project delivered <describe adherence to plan or any change to deliverables>.
The planned benefits at the time that the Business Case was approved were:
<table or list of planned benefits from Business Case>
<project name> - Benefits Realisation Plan,
Page 3 of 7
<project name> - Benefits Realisation Plan
2. Realisation Plan
<To be completed by the Project Manager and agreed by the Project Sponsor.>
The purpose of the Benefits Realisation Plan (BRP) is to define how and when a measurement of
the project benefits should be made. The plan is presented to the Sponsor at the end of the
project, and execution of the plan becomes the responsibility of the Business.
2.1. Target review date
<Date, time period, or triggers for Benefits Realisation Review.>
2.2. Person responsible for review
<Generally the Sponsor or the Sponsor’s agent.>
2.3. Resources required for review
2.4. High level schedule of activities
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<project name> - Benefits Realisation Plan
3. Post Project Benefits
The goal of the BRP is to determine:

Whether the planned benefits of the project have been realised; and

Whether there have been any unplanned impacts from the product(s).
Each planned benefit listed in the Business Case, both tangible and intangible, should be
assessed to determine if it was attained by the project. In addition, any unexpected effects, either
beneficial or adverse, should be documented.
3.1. Planned Benefits
<First four columns are completed by the Project Manager; the last column is completed during
the Benefits Review by the Business.>
Benefit/Disbenefit
The planned benefit
or detriment.
Measure
How is the benefit
measured? Specify
tangible or
intangible.
Baseline
Performance
Value
The baseline
performance prior to
the project.
Target
Performance
Value
The level of
performance
planned.
New Performance
Value
The level of
performance after
the project.
3.2. Unplanned Effects
<All columns to be completed during the Benefits Review by the Business.>
Benefit/Dis-benefit
Unplanned benefit or
detriment.
Measure
How is the benefit
measured? Specify
tangible or intangible.
Baseline Performance
Value
The baseline performance
prior to the project (if
known).
New Performance Value
The level of performance
after the project.
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<project name> - Benefits Realisation Plan
3.3. Measurement of Project Success
The Business Case should contain an outline or list the measurements that have been identified
as significant in determining the success of your project (for example, a reduction in the number
of transactions being processed, or an increase in the number of students connecting to a
service).
<The Business will reproduce the measure of success list form the Business Case here, and
provide comments on each factor.>
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<project name> - Benefits Realisation Plan,
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