BCS Benefits Planning & Realisation

Turn business change into measurable value

Organisations invest in change to improve performance, increase value and achieve strategic objectives. This course helps delegates understand how effective benefits realisation management supports those aims by connecting change activity to measurable outcomes. You’ll explore how benefits are identified, structured, measured and reviewed across the change lifecycle so you can contribute with greater confidence to benefits realisation plans and wider change initiatives. 

Learning objectives
  • Recognise benefits management principles 
  • Define a benefits management process 
  • Identify organisational drivers 
  • Link benefits to business objectives 
  • Construct benefits dependency networks 
  • Build effective business cases 
  • Undertake investment appraisal 
  • Apply stakeholder management techniques 
  • Implement benefits management approaches 
  • Evaluate benefits realisation outcomes 

Key facts

Certification

BCS Professional Certificate in Benefits Planning and Realisation. 

Who it’s for

This course is suitable for business analysts, project managers, programme managers, business managers and professionals involved in business change. 

Prerequisites

There are no formal prerequisites for this course.  

Exam information

The examination consists of 40 multiple-choice questions to be completed in 90 minutes. The pass mark is 26 out of 40 (65%). 

Optional extras

Pass Protect exam insurance 

Pre-course

There are no pre-course requirements for this training.  

Course syllabus

Dive into the detail of the course by looking at the syllabus below. 

  • The context of benefits management
    • Issues with the relationship of IS/IT delivery to benefits
    • Dissatisfaction with current approaches to benefits delivery
    • The characteristics of a benefits management approach
    • Focusing on value and value networks
    • Value chains and value networks
  • The benefits management process
    • The rationale for benefits management
    • The origins of the benefits management approach and process
    • An overview of the benefits management process
  • Identifying drivers, benefits and establishing a benefits dependency network
    • Identifying business and organisational drivers
    • Establishing investment objectives
    • Linking business benefits to drivers
    • Benefit owners and change owners
    • The benefits dependency network
    • Measurements and ownership
    • Benefits and change template
  • Building the business case
    • The rationale of the business case
    • A structure for analysing and describing benefits
    • Quantifying the benefits
    • Financial benefits
    • Investment appraisal
    • Risk assessment
    • Managing the business case
  • Stakeholders and change management
    • Assessing the feasibility of achieving the benefit
    • Stakeholder analysis and management techniques
    • From stakeholder analysis to stakeholder management action
    • Completing the benefits plan
    • Approaches to managing change
    • Matching management approach to stakeholder behaviours
    • Change management strategies
  • Implementing a benefits management approach
    • Rationales for introducing benefits management
    • Initiating and managing a benefits driven project
    • Roles in benefits management
    • Benefits management workshop
    • The benefits plan and the project plan
    • Reviewing and evaluating results
    • Establishing potential for further benefits
    • Monitoring benefits after implementation
    • A maturity model for organisational benefits
  • The future of benefits management
    • Characteristics of the benefits management approach
    • Using benefits management to formulate and implement strategy
    • Incorporating benefits management into strategic thinking
    • Future trends in IS/IT and their implications for benefits management

FAQs

The BCS Professional Certificate in Benefits Planning and Realisation explores the approaches used to support benefits planning and realisation in business change initiatives. It provides an understanding of how organisations manage and evaluate expected business outcomes. 

How can this course support business change initiatives?

This course supports business change initiatives by helping you understand how benefits are connected to organisational needs, investment objectives and planned change activity. It explores the techniques used to define and manage benefits clearly, so you can contribute to more focused decision making and help ensure change initiatives remain aligned with expected business outcomes.  

Will I learn how to create a benefits realisation plan?

The course covers planning as part of the benefits management process. This includes activities related to identifying benefits, planning realisation, executing benefits plans and evaluating results. 

Who is this certification designed for?

The certification is particularly relevant for business analysts, project managers, programme managers and business managers who want to understand the processes and techniques used to plan, manage and realise business benefits arising from change initiatives. 

Why are benefits dependency networks important?

Benefits dependency networks help illustrate the relationships between organisational drivers and business benefits. Understanding these relationships supports a structured approach to benefits planning and realisation. 

What business case topics are covered?

The course covers benefit classification, benefit quantification, financial benefits, investment appraisal techniques, risk assessment and approaches to managing the business case throughout different delivery lifecycles. 

How does benefits management support business value?

Benefits management provides a framework for identifying expected outcomes, assigning ownership, monitoring progress and evaluating results. This helps organisations understand whether change initiatives are delivering the benefits they were intended to achieve. 

What our customers say

"Excellent value for money and with dedicated study, guaranteed to prepare one to pass the exams." 

Patrick Anigbo, TSG Learner

"The course will complement my project work. I have the practical experience, and though I am yet to conclude on it, I believe there are similarities in terms of application!" 

Martin Wanyoike, TSG Learner
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