A brief outline of an example 7-point Plan for projects to deliver benefits.

1. Delivering Project Benefits –
A Practical Plan for Success
Gareth Byatt
gareth.byatt@gmail.com
Programme Manager and Head of Global PMO,
Lend Lease Corporation (www.lendlease.com)
MBA, PgMP®, PRINCE2 Practitioner
APAC Region Director, PMOSIG

2. Projects deliver outcomes + benefits

3. A 7-Point Benefits Plan
Identify Distil Monitor Use Review Operate &
the “core the core benefits Project benefits deliver
need” need focus Reviews focus benefits
BENEFITS FOCUS NEEDS TO BE MAINTAINED THROUGOUT…
Initiation Planning Delivery Close Operate

4. 1 Identify the “core need”*
1. To generate revenue
and/or profit
2. To save costs
3. To contribute to a
strategic objective
4. Because you have to
* Courtesy of Stephen Jenner (2009):
“Realising Benefits from Government ICT investment – a fool’s errand?”

5. 2 Distil your “core need”
John F Kennedy’s Mission
Statement, May 25th 1961:
• Create a simple,
“I believe that this nation should
“sticky” message commit itself to achieving the goal,
before this decade is out, of landing a
• People relate to man on the Moon and returning him
stories, examples safely to the Earth.”
and journeys
• Make Business
Case benefits real

6. 3 Map Benefits during Planning
• Customer
– understand what
you are buying
(Implementation)
• Project team
– focus on the end
goal and think
about “end use”

7. 4 Monitor Benefits focus during Delivery
Execute,
Monitor & Control
• Delivery team Manage Scope, Budget,
Schedule, Quality
– Map your works Ensure appropriate Governance
to the core need
and the end
benefits
• Governance
– Check the team’s
focus on benefits
Source: Jenner, S (2010) Transforming Government and Public Services with
Project Portfolio Management, Gower.

8. 5 Benefits focus in Project Reviews
• Whether ad-hoc
Remember to
or a Gate Review think about the
project’s
– Scope relates to benefits
the end benefits?
– People focused
on right tasks?
– Is a Benefits Plan
in place yet?

9. 6 Review the Benefits Plan on Close
Benefits
Strategy
Map
• Has the project
– kept to its original
Business
intentions? Case
Benefits
• Is the entity
– now ready to
achieve and track
the benefits?

10. 7 Deliver the Benefits
• Survey key people (Champions, Owners etc) on Benefits
• Track Value for Money + Status at agreed timeframes (e.g. quarterly)
• Do the actual benefits justify the actual cost?
• Are arrangements for capturing new/emerging benefits in place?
Example Benefits Realisation Plan template

11. The 7-Point Benefits Plan summary