Benefits Realisation Model Template
Confirming that strategy actually delivers value by tracking benefits from definition through measurement to realisation
The Benefits Realisation Model template provides a structured approach to confirming that strategy actually delivers value by tracking benefits from definition through measurement to realisation.
Template Sections
This template includes 7 sections.
Benefits Model Overview
Describe the benefits realisation approach: how benefits are defined, who owns them, how they are measured, and the...
Benefits Map Diagram
Diagram section
Benefit Definitions and Targets
Define each expected benefit: the metric, the baseline value, the target value, the measurement frequency, and the...
Benefits Review Checklist
Define the benefits review process: review cadence, the evidence required, the actions when benefits are not being...
Benefit Ownership
Document who owns each benefit: the benefit owner, the measurement responsibility, and the actions they must take to...
Benefits Assumptions
State the assumptions underlying each benefit: the conditions that must be true for the benefit to be realised, and the...
Benefits Realisation Risks
Document risks: benefits that are unmeasurable, benefit owners without authority, assumptions that prove incorrect, and...
Section Details
Block Types Used
| Section | Block Type | Purpose |
|---|---|---|
| Benefits Model Overview | Rich Text | Describe the benefits realisation approach: how benefits are defined, who owns... |
| Benefits Map Diagram | Diagram | Diagram section |
| Benefit Definitions and Targets | Metric Display | Define each expected benefit: the metric, the baseline value, the target value,... |
| Benefits Review Checklist | Governance Checklist | Define the benefits review process: review cadence, the evidence required, the... |
| Benefit Ownership | Component Responsibility | Document who owns each benefit: the benefit owner, the measurement... |
| Benefits Assumptions | Assumption | State the assumptions underlying each benefit: the conditions that must be true... |
| Benefits Realisation Risks | Risk | Document risks: benefits that are unmeasurable, benefit owners without... |
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