Project Management Templates, Benefits Realization Planning Template in MS Excel
Originally published: 22/04/2024 08:41
Publication number: ELQ-36672-1
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Project Management Templates, Benefits Realization Planning Template in MS Excel

Benefits Realization Planning Template in Microsoft Excel to download.

Description
Templates for Tracking Programme and Project Benefits Realisation and benefits reviews.

Ensuring that outputs and outcomes yield benefits is the practice of benefits realisation.

The benefit name and description, current baseline measurement, target realisation start date, target realisation completion date, realisation certainty RAG (high, medium, low status), realisation profile, benefit owners, and sign-off are all included in this Microsoft Excel spreadsheet template for tracking and documenting project benefits.

Benefits realisation defines a structure (prince2 or agile) and a plan while following up with the realisation of a change in a business process or an improvement in business systems and projects. This is essential for specific points in project implementation and actualisation, as it ensures that the perceived benefits of a particular project or process are met. By understanding the importance of this process, organisations can fully incorporate it into their systems. 

This editable template tracker's objective is to determine what needs to be done in order to realise advantages and how these will be accomplished. Planning for benefits realisation is focused on making sure that the required procedures, structures, and governance systems are in place for the progression of your project or product.

Assumptions Status Tab, Populated Fields:
Identifier, Date Raised, Client, Assumption Description, Type, Implications, Mitigating Actions, RAG, Status

You can get the Excel worksheet (XLSX) for the Programme & Project Benefits Realisation Tracking

This Best Practice includes
Excel Benefits Realisation Template and a benefits review plan

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Saves time in producing a benefits realisation template yourself


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