This document summarizes a benefits management seminar that was held at the BAWA Health and Leisure Club in Bristol on March 12, 2019. It provides information on the seminar's presenters and an overview of the topics to be covered, including defining benefits management, the benefits management lifecycle, integrating benefits and change management, and using benefits theory. The document also provides examples to illustrate benefits management concepts in the contexts of a digital smart meter program and a youth soccer team's improvement efforts.

1. SWWE Branch
Benefits Management Seminar
BAWA Health and Leisure Club, Bristol
12 March 2019

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For information
 Fire alarms
 Toilets
 Mobiles
 Feedback
 CPD

3. 3
It’s also about collaboration
and
https://www.apm.org.uk/
and Value

4. Our Magnificent Seven!
Kenn Dolan Martin Paver Claire Dellar Neil White
Merv Wyeth Esther Gordon-Smith Ben Ganney

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What’s in store?

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Strategy + Implementation = Success!
Strategy
Integrated approach,
high-level plan of
action, shaping a
better future
Implementation
Changing the
organisation’s assets,
attitudes and
behaviours
Proactive management of change that
maximises benefits realisation

7. Why Benefits Management?
• The rationale for
investment in
change initiatives
Advantage
• Successful delivery
of benefits directly
contributes towards
the achievement of
organisational
objectives
Business
Goals
• To realise benefits
asap and sustain
them for as long as
possible
Value
• To capture and
leverage emergent
or unplanned
benefits in order to
optimise change
ROI
Opportunity
• The basis for
continuous
improvement in
change across the
enterprise
Maturity
• Recognition that
there is a poor track
record of success in
transformational
change initiatives
LfE
• Can only be
established if
intended change
benefits can be
demonstrated!
Success

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What is benefits management?
‘The measurable improvements resulting from an outcome
perceived as an advantage by one or more stakeholders,
which contributes towards one or more organisational
objectives’ *
* Cabinet Office, assurance of benefits realisation in major projects
Has my investment been worthwhile?

9. Benefits Management Lifecycle*
1.
Identify
and
Quantify
2.
Value and
Appraise
3.
Plan
4.
Realise
5.
Review
What benefits do we
want to realise?
What are the
benefits worth?
How do we realise
the benefits?
How are we
performing?
What can we
do better?
* Cabinet Office: assurance of benefits realisation in major projects
Benefits
Driven
Change

10. Integrating Benefits and Change Management Products
Vision Business
Goals
Context
Governance
Framework
Controls
Assurance
Measurement
approach
Roles and
responsibilities
Benefits
Dis-benefits
Outputs
Capabilities
Outcomes
Changes
Strategic
Objectives
Benefit
descriptions
Categories
Ownership
Baseline
performance
Changes
required for
realisation
success
Benefits
schedule
Reviews
Effort and
costs
Reporting
Change
activities
Sustainability

11. Basic Benefits Theory*
Output(s) Change(s) Outcome(s) Benefit(s) Objectives
Implementation
Planning
Install Digital
Smart
Meters
Real-time
Consumer
Information
Two-Way Power
and Information
Flows Between
Supplier and
Customer
Reduced Energy
Losses
Reduction in
Cost of Peak
Demand
Embrace Smart
Technologies
and Innovation
* Managing Successful Programmes (MSP) 2011 Edition
What you
produce
What you do
with the output
What you
create
Measurable
improvements
The end
goal

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13. Not fun
anymore 
New
player(s)
Defending/
attacking as
a team
Very
difficult to
beat
Increased
victories
Win the
league!

Losing most
games 
Not
improving
individually
or as team 
New
training
methods
Class
Room
Analyses ‘Total
football’
‘Pass and
move’
Better On
Field
Comms
Game plan
for every
match
Increased
confidence
Increased
competence
Drivers
Outputs
Changes
Outcomes
Benefits
Goal(s)
Implementation Planning
Affecting
behaviours 
Benefits; they’re not just for work!

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