Resources

The images below are taken from ‘The Benefit Manager’s Desktop Step-by-Step Guide’ book, and can be used for demonstration purposes

Select the icon below each image to be able to download, review and exploit the information for your own purpose.

Templates

Benefit Map 1
Benefit Map 2 (interactive)
Benefit Register
Benefit Report

Images

Section 1 (Benefit Management Process)

IMages 1-5
Time Quantified
Monetised Time and the FTE Quantified
Relationships between the Benefits and Objectives
Benefit Process Model
Managing Benefits – Opportunities

Section 2 (Economic Benefit Profile)

Images 6-14
Template EBP
EBP informing the Economic End Benefit on the CI’s Benefit Map
‘As-is’ Costs
Direct Benefits
Future ‘to-be’ Costs
Implementation Costs
Other Benefits
Dis-Benefits
Summary Totals

Section 3 (Benefit Map)

Images 15-17
Classic Benefit Map/Structure
Example – Template Benefit Map
Example – using the software to better communicate the logical thread

Section 5 (Benefit Register)

Image 18-60
1st 6 Worksheets

Benefit Register

Populating the Look-Up Worksheet

Look-Up

BM’s Schedule of Work

Example

Create New Rule

BMs Schedule

Format New Rule

BMs Schedule

Use the ‘Per Cent’ Value

BMs Schedule

Create New Rule

BMs Schedule

Format New Rule

BMs Schedule

The 4 New Rules

BMs Schedule

Create Data Validation

BMs Schedule

Select List

BMs Schedule

Edit Source Field

BMs Schedule

Edit Source Information

BMs Schedule

Review

BMs Schedule

Create the Benefit Profiles Worksheet

Create Benefit Profiles Template

Create Data Validation

Create Benefit Profiles Template

Select List

Create Benefit Profiles Template

Edit Source Field

Create Benefit Profiles Template

Select Source Information

Create Benefit Profiles Template

Review

Create Benefit Profiles Template

Populate the Benefit Profiles in the Benefit Profiles Worksheet – First 17 Columns

Populate Benefit Profiles Template

Populate the Benefit Profiles in the Benefit Profiles Worksheet – Final 12 Columns.

Populate Benefit Profiles Template

Prepare to Generate 24 Benefit Profiles from 3

Populate Benefit Profiles Template

Generate 24 Benefit Profiles from 3

Populate Benefit Profiles Template

Complete the 24 Benefit Profiles

Populate Benefit Profiles Template

Reconciling EBP and Benefit Profiles Worksheets With Monetised Values

Populate Benefit Profiles Template

Create a PivotTable from the Benefit Profiles Worksheet

Benefit Tracker

Name and Position the PivotTable

Benefit Tracker

Populate the PivotTable

Benefit Tracker

Insert the Line Chart

Benefit Tracker

Format the Line Chart

Benefit Tracker

Final Steps/Formatting

Benefit Tracker

Exploit the software

Benefit Tracker

Both Benefit Trackers side-by-side

Benefit Tracker

Copy the Benefit Tracker Worksheet
Prepare/Move Line Chart from ‘Benefit Tracker (2)’ Worksheet to the ‘Benefit Tracker’ Worksheet
Deselect ‘Delivered’ and ‘Cancelled’ Benefits from the Tracker

Benefit Tracker

Recording the Outputs in the Benefit Register

Outputs

Create a New Rule – field G20

Outputs

Create 8 New Rules – field G20

Outputs

Create a New Rule – field H20

Outputs

Create 8 New Rules – field H20
Review

Outputs

Section 6 (Reporting)

Images 61-64
Example – Benefit Realisation Report Template
Planning Benefit Management Activity for Reporting
Scoring the Benefits
Reporting Benefit Status by Exception

Section 7 (Resource)

Images 65-66
Benefits Hierarchy
BCHG Team/Functions

Section 9 (Visualisations/Management Information)

Images 67-112
Create Data Table

Combination Charts (Costs and Benefits)

Example – How to Populate the Data Table.

Combination Charts (Costs and Benefits)

69 Populate the Remaining Fields of the Data Table

Combination Charts (Costs and Benefits)

Format Data Table

Combination Charts (Costs and Benefits)

Combination Charts (Costs and Benefits) – Populate the Total Cost
Combination Charts (Costs and Benefits) – Insert Combination Chart
Combination Charts (Costs and Benefits) – Structure the Combination Chart
Combination Charts (Costs and Benefits) – Format the Combination Chart
Combination Charts (Costs and Benefits) – Gross Benefits, Total Costs and Net Benefits Across the Life of the CI
Combination Charts (Costs and Benefits) – Individual Elements of the Cost Profiles Across the Life of the CI
PivotTables (Summary Views of the Economic Benefits) – Create the First PivotTable from the EBP Worksheet
PivotTables (Summary Views of the Economic Benefits) – Name and Position the PivotTable
PivotTables (Summary Views of the Economic Benefits) – Populate the PivotTable
PivotTables (Summary Views of the Economic Benefits) – Format the PivotTable
PivotTables (Summary Views of the Economic Benefits) – Copy and Position the second PivotTable
PivotTables (Summary Views of the Economic Benefits) – Name, Update and Format the second PivotTable
PivotTables (Summary Views of the Economic Benefits) – Both New PivotTables Side-by-Side
Data Table (Output Scores and Rating) – Scored Outputs
PivotTables (Summarised Views of Time and FTE Savings) – Create the first PivotTable from the Benefit Profiles worksheet
PivotTables (Summarised Views of Time and FTE Savings) – Name and Position the PivotTable
PivotTables (Summarised Views of Time and FTE Savings) – Populate the PivotTable
PivotTables (Summarised Views of Time and FTE Savings) – Format the PivotTable
PivotTables (Summarised Views of Time and FTE Savings) – Format the PivotTable – Continued
PivotTables (Summarised Views of Time and FTE Savings) – Copy and Position the Second PivotTable
PivotTables (Summarised Views of Time and FTE Savings) – Name, Update and Format the Second PivotTable
PivotTables (Summarised Views of Time and FTE Savings) – Both PivotTables Side-by-Side
Bar Chart (Intermediate, Emergent and Dis-Benefits Associations with the CI’s End Benefits) – Create the First PivotTable from the Benefit Profiles Worksheet
Bar Chart (Intermediate, Emergent and Dis-Benefits Associations with the CI’s End Benefits) – Name and Position the PivotTable
Bar Chart (Intermediate, Emergent and Dis-Benefits Associations with the CI’s End Benefits) – Populate the PivotTable
Bar Chart (Intermediate, Emergent and Dis-Benefits Associations with the CI’s End Benefits) – Copy and Name the Second and Third PivotTables
Bar Chart (Intermediate, Emergent and Dis-Benefits Associations with the CI’s End Benefits) – Update and Format the Second PivotTable
Bar Chart (Intermediate, Emergent and Dis-Benefits Associations with the CI’s End Benefits) – Update and Format the Third PivotTable
Bar Chart (Intermediate, Emergent and Dis-Benefits Associations with the CI’s End Benefits) – Explanation of the Numeric Values
Bar Chart (Intermediate, Emergent and Dis-Benefits Associations with the CI’s End Benefits) – Create ‘E-Ben Assoc View’ Worksheet
Bar Chart (Intermediate, Emergent and Dis-Benefits Associations with the CI’s End Benefits) – Bar Chart – Count of Intermediate and Emergent Benefit Associations (Primary, Secondary and Tertiary) With the CI’s End Benefits
Bar Chart (End Benefit Associations with the SOs) – Count of associations between the CI’s End Benefits and the Strategic Objectives
Line Chart (£ by Benefit State) – Create the PivotTable from the Benefit Profiles Worksheet
Line Chart (£ by Benefit State) – Name and Position the PivotTable
Line Chart (£ by Benefit State) – Populate the PivotTable
Line Chart (£ by Benefit State) – Report Layout in Tabular Form
Line Chart (£ by Benefit State) – Structure and Format the Monetised Values
Line Chart (£ by Benefit State) – Order of the Benefit State/Maturity

Line Chart (£ by Benefit State)

Line Chart (£ by Benefit State) – Insert the Line Chart
Line Chart (£ by Benefit State) – Format the Line Chart
Line Chart (£ by Benefit State) – Review
Summary Report for the Benefit Champions

Table of Contents

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