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Benefits Realisation Guide

HealthShare NSW
Project Added:
21 May 2013
Last updated:
21 July 2015

Benefits Realisation Guide

Benefits Realisation is about ensuring that projects deliver the forecasted benefits identified in a business case or project charter document. This guide is aimed at assisting Benefits Realisation staff carry out the benefits realisation tasks for a project.

Essential Toolkit

The Benefits Delivery Essential Toolkit is a simple set of templates you can use to track benefits for most programs.

These templates contain the key deliverables in one file.

Download the Benefits Delivery Essential Toolkit Version 8, November 2012 (xls - 674 KB)

In creating this guide, we have endeavoured to use simple, clear and concise language, which should be the basis for all Benefits Realisation work.


There are seven steps in the benefits realisation guide:

1. Reconcile Business Case Benefits

  • Participate in business case benefits development
  • Confirm economic appraisal calculations
  • Update business case benefits based on current project scope/direction
  • Clarify and prioritise opportunities

2. Secure Benefit Ownership

  • Determine appropriate benefits owners
  • Engage benefits owners and define roles and benefit accountabilities
  • Confirm business problems to be resolved
  • Identify operational obstacles and risks
  • Define and agree realisation measures and targets in the Benefits Realisation Register

3. Develop Benefits Activity Plan

  • Identify all business, technology, organisational, process, and people tasks
  • Develop benefits realisation pathway map
  • Create benefits realisation results chain
  • Review project plan for benefit and change management tasks
  • Develop the benefit realisation activity plan
  • Develop benefit communications materials - benefits at each level and "Whats In It For me"

4. Measure Baseline

  • Develop and try measurement tools
  • Conduct baseline measurements and collect evidence
  • Develop reporting dashboards
  • Communicate results to owners and get endorsement
  • Update benefits realisation register

5. Implement Change Initiatives

  • Review organisational change management activities in project plan for completeness
  • Review stop, start and continue work practices
  • Update benefit realisation register with new or retired benefits
  • Update benefits risk assessment

6. Go Live Activities

  • At Go Live or Implementation, monitor adoption of new practices
  • Communicate early benefits
  • Review stopped practices

7. Post Implementation Benefits Tracking

  • Conduct post implementation measurements and update benefits realisation register
  • Analyse variances and recommend corrective actions
  • Communicate/celebrate progress
  • Establish on-going reporting - 6 months, 9 months 1 year and 2 years



The framework has been derived from a number of sources including "The Information Paradox" by Fujitsu Consulting, the NSW GCIO benefits guidelines and papers by Joe Peppard. The steps in the guide need to be adjusted to match the size of project.


Simon James
Director, Program & Change Management
eHealth NSW
Phone: 02 8644 2233

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