Course Overview:

The purpose of the Managing Benefits™ guidance and certification scheme is to provide managers and practitioners from different disciplines / in a variety of organizations with applicable guidance in benefits management principles, practices and techniques.

This 3-day foundation course discusses Managing Benefits’ guidance at a foundation level, ensuring that the candidate has sufficient knowledge and understanding of the principles, practices and techniques of this domain.

Target Audience:

• Change leaders (e.g., senior responsible owners and directors of change).
• Change initiators (e.g., strategic planners and policy leads).
• Change appraisers and evaluators (e.g., business case developers and project appraisers).
• Change implementers/enablers (e.g., portfolio, program and project managers).
• Change support staff (e.g., portfolio, program and project office staff).

Learning Objectives:

• Individuals certified at this level will have demonstrated their understanding of:
• Definitions, scope and objectives of benefits management, barriers to its effective practice, and the key characteristics of success.
• Principles and approaches to successful benefits management.
• Five practices contained within the Benefits Management Cycle and relevant techniques applicable for each practice.
• Key elements of portfolio-based benefits management.
• Scope of key roles and responsibilities for benefits management and the typical contents of the main benefits management documentation.
• The various approaches to implementation and the factors to consider in sustaining progress.

Prerequisites:

None

Course Materials:

Students will receive a course manual with presentation slides and reference materials.

Examination:

• Closed-book format
• 50 multiple-choice questions
• 40 minutes
• A minimum of 25 correct answers (50%) to pass

Technical Requirements:

For eBooks:

Internet for downloading the eBook

Laptop, tablet, Smartphone, eReader (No Kindle)

Adobe DRM supported software (e.g. Digital Editions, Bluefire Reader)

eBook download and activation instructions

Agenda:

Day 1

1. Overview and Principles

2. Identify and Quantify

3. Value and Appraise

4. Plan

Day 2

1. Realize

2. Review

3. Portfolio based application

4. Implement, Sustain and Measure

5. Take Mock Exam

Day 3

1. Mock Exam Review

2. Recap

3. Exam