Benefits Realisation for Projects & Programmes: Benefit Registers, Baselines, Ramp-Up Curves, Realised vs Planned & Net Benefit

What you'll build

What you will be able to do

Each lab ends with a concrete result that you build yourself and the checker confirms, cell by cell.

• Read a programme’s benefit register, calculate the planned change for every benefit, count the major cash-releasing benefits, add up the cash value and the value each owner is accountable for.
• Set a baseline from three months of measurements before go-live, turn the gap to the target into a money value per year with unit values, and weight each value by how well it is evidenced.
• Build a linear and a stepped ramp-up curve for the first twelve months after go-live, turn the ramp into a monthly benefit profile and calculate how much of the full annual benefit the first year really delivers.
• Set the ramped benefits against project and run costs, calculate the net and cumulative net benefit per year, discount the net benefits into an NPV and find the payback year.
• Compare nine months of realised benefits with the plan, calculate the variance in USD and %, give every month a green, amber or red status and forecast the full year from the realisation rate so far.
• Find benefit lines that several projects claim, keep only the largest claim, add up the dis-benefits and calculate the programme’s counted net benefit after double counts are removed.
• Link every benefit to the milestone it depends on, look up the forecast slip, shift the start date with EDATE and calculate the value at risk for each benefit and for the programme.
• Summarise planned and realised benefits by programme and by owner with SUMIFS, calculate realisation rates and chart planned vs realised for every benefit for the steering pack.