Practitioner workbook for benefits management in government

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Details

This workbook is for people who manage or support benefits management in government portfolios, programmes and projects. It’s designed to help you:

• understand what benefits management is and its role in successful delivery
• apply the guidance from the Teal Book in your day-to-day work
• improve how you identify, value, plan, track and realise benefits

It’s based on the principles in The Teal Book guidance on benefits management, which is part of the wider Green Book family. The Teal Book sets out how to manage benefits across the delivery lifecycle. This workbook helps you put that guidance into practice.

You don’t need to read it all at once. You can dip into the sections that are most relevant to your role or stage of delivery.

Who this is for

This workbook is for anyone involved in benefits management, including:

• project, programme and portfolio delivery professionals
• senior responsible owners (SROs)
• benefits managers and analysts
• business case writers
• policy and strategy teams
• finance and commercial teams
• assurance reviewers

You don’t need to be a benefits expert to use this. It’s written in plain English and designed to help you take practical steps, whatever your level of experience.

How to use this workbook

Each section includes:

• a short explanation of the topic
• practical steps you can take
• tips and examples drawn from real projects
• links to tools, templates and further guidance

You can use this workbook to:

• support business case development
• improve your benefits planning and tracking
• prepare for assurance reviews
• build capability in your team

This workbook should be read alongside the Government Functional Standard for Project Delivery and The Teal Book.

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Contents

Part A: An overview of benefits management in government

The sections in Part A explains more about how benefits management works in government. It covers four areas:

1. What is benefits management?
2. Who is involved in benefits management?
3. Benefits management in portfolios, programmes and projects.
4. Some common challenges.

Part B: Preparing to manage benefits

There are two important activities when preparing to manage benefits:

5. Understanding objectives.
6. Developing a benefits management framework.

Part C: Key activities in managing benefits

Part C shows how to put the preparation into practice during delivery. Managing benefits involves five key activities:

7. Identifying benefits.
8. Valuing benefits.
9. Planning benefits.
10. Realising benefits.
11. Reviewing benefits.

Part D: Closing benefits management

Closing benefits management involves two main activities:

12. Closing individual benefits.
13. Closing the benefits management framework.

Part E: Checklist for benefits managers

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Product Information

Collection Benefits management in government

Delivery vehicle Appraisal, Definition, Delivery, Feasibility, Operation, Programme, Project

Practice Benefits Management, Planning and Control

Sector Digital and data, Government Transformation and Service Delivery, Infrastructure and Construction, Military Capability

Product type Workbooks and guides