Programme, Project Benefits Realization Tracker MS Template for Recording & Tracking project benefits, baseline & status

Overview

Programme and Project Benefits Realisation Tracker Editable Spreadsheet Template.

Benefits

a) A consolidated tracker for both Programme and Project benefits realization for weekly review at meetings

b) Editable and tailorable based on your Programme and Project needs and includes the main headings

c) An often overlooked project output readily available to promote discussion and focus meetings to key benefit project deliverables

Description

Benefits realization is the practice of ensuring that benefits are derived from outputs and outcomes.

This Microsoft Excel spreadsheet template is for recording and tracking project benefits including benefit name and description, current baseline measurement, target realization start date, target realization completion date, realization certainty RAG (red amber green status), realization profile and benefit owners and sign-off.

The purpose of this editable template tracker is to identify what has to be done to realize benefits and how this will be achieved. Benefits realization planning is concerned with ensuring that the necessary plans, structures, governance arrangements and processes are in place to successfully realize the core benefits of the Programme or project.

A benefits realization plan acts as an overview of the main milestones detailed in each benefit profile. It serves as a management tool to monitor, track and manage the collective set of benefits associated with a Programme or project.

About the Author

A Senior Project Manager with 31 years experience in delivering projects, a PRINCE2 Practitioner and experienced in Agile SDLCs.

This Best Practice Includes

1 Excel Spreadsheet

Objectives

a) A consolidated tracker for both Programme and Project benefits realization for weekly review at meetings

b) Editable and tailorable based on your Programme and Project needs and includes the main headings

c) An often overlooked project output readily available to promote discussion and focus meetings to key benefit project deliverables

Use It If

To identify what has to be done to realize benefits and how this will be achieved. Benefits realization planning is concerned with ensuring that the necessary plans, structures, governance arrangements and processes are in place to successfully realize the core benefits of the Programme or project.

Don’t Use It If

When another format is required other than an Excel spreadsheet

MS Excel template for Programme & Project Benefits Realization tracking