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Managing Benefits™ Foundation Course Overview
The Managing Benefits™ Foundation Course is designed to build a solid understanding of benefits management principles, language, and best practices. It introduces professionals to the key concepts required to ensure that organisational change initiatives deliver measurable value and remain aligned with strategic goals.
The Foundation level outlines a structured approach to identifying, planning, tracking, and realising benefits across portfolios, programmes, and projects. Learners will explore the five key practices of Managing Benefits, understand benefits management roles and responsibilities, and learn how to link benefits to business cases and strategic objectives.
By completing the Managing Benefits™ Foundation Certification, professionals will gain the knowledge and confidence to contribute to value-focused decision-making and support the integration of benefits management into governance frameworks across all types of organisations.
Learning Outcomes
After completing the Managing Benefits™ Foundation Course, learners will be able to:
• Understand the key principles, practices, and lifecycle of benefits management
• Explain the five practices of Managing Benefits and how they support value realisation
• Recognise the roles and responsibilities involved in effective benefits management
• Identify benefits and align them with strategic and business objectives
• Understand how benefits relate to programme and project business cases
• Support benefits-focused governance, planning, and prioritisation decisions
Prerequisites of the Managing Benefits™ Foundation Course
There are no formal prerequisites for the Managing Benefits Foundation Course.
Who should attend this Managing Benefits™ Foundation Course?
This Managing Benefits Foundation Course is an introductory course focused on the principles, practices, and techniques involved in Benefits Management. As a foundational course, it is suitable for a wide range of professionals, including:
• Project Managers
• Programme Managers
• Portfolio Managers
• Change Managers
• Business Analysts
• Operational Managers
• Finance Professionals
Managing Benefits™ Foundation Course Outline
Module 1: Overview
Definitions of Benefits, Benefits Management, and Related Terms
Objectives of Benefits Management
Benefits Management Model
Factors that Influence How the Benefits Management Practices will be Applied
Value and Value Management
Value Management Techniques
Value for Money
Barriers to Effective Benefits Management
KSCs of Effective Benefits Management
Organisational Context within which Benefits Management Operates
Module 2: Principles
Benefits Management Principles
Align Benefits with Strategy Driver-Based Analysis
Start with the End in Mind (SWTEIM)
Utilise Successful Delivery Methods
Integrate Benefits with Performance Management
Apply Effective Governance
Develop a Value Culture
Module 3: Identify and Quantify
Objective and Scope of the Identify and Quantify Practice
Identifying Strategic Drivers and Investment Objectives
Identifying Benefits
Quantifying Benefits Problems and Solutions
Module 4: Value and Appraise
Objective and Scope
Valuing Benefits in Monetary Terms
Valuing Non-Financial Benefits in Monetary Terms
Cost-Benefit Analysis
DCF Calculations
Adjusting for Risk
Real Options Analysis
Cost-Effectiveness Analysis
Multi-Criteria Analysis
Module 5: Plan
Objectives and Scope
Themes
Elements
Benefits Validation
Benefits Prioritisation - Approaches
Managing Pre-Transition Activity
Selecting Appropriate Benefit Measures
Managing Benefit Threats and Opportunities
Planning Effective Stakeholder Engagement
Initiative-Level Benefits Management Documentation
Key (Initiative-Level) Benefits Management Roles
Module 6: Realise
Objective
Scope
Themes
Realise Element
Transition and post-transition
Objectives of Tracking and Reporting
Winning Hearts as well as Minds
Module 7: Review
Objectives
Scope
Practice Review
Initiative and Independent Benefit Reviews
OGC Gateway™ Reviews
Cognitive Biases Affecting Post-Implementation Reviews
Evaluating Performance
Module 8: Portfolio-Based Application
Objectives and Scope
Elements
Benefits Eligibility Framework
BRP Including Portfolio-Level Threats and Opportunities
Managing Benefits Post-Initiative Closure
Tracking and Reporting Benefits Realisation at a Portfolio Level
Benefits Documentation
Key Roles
Module 9: Implement and Sustain
Broad Approaches to Implementation
Advantages of Planned Approaches to Implementation
Steps in Implementation
Sustaining Progress Factors
Sustaining Progress - Managed as a Business Change Programme
What’s Included
No data available
Managing Benefits™ Foundation Course Schedule
Mon 16 Jun 2025
Wed 18 Jun 2025
3 days
Mon 11 Aug 2025
Wed 13 Aug 2025
3 days
Mon 1 Dec 2025
Wed 3 Dec 2025
3 days
What do i get for £3295
- 16 hours course
- Mock exams
- Exams included, taken online
- Immediate access for 90 days
- Certificates on completion
- Exercise files
- Personal performance tool
- 24/7 Support
- Track your teams progress
- Downloadable resources & fun Challenges
- Ai assistant
- Train in the comfort of your home
- Interactive course
- Compatible on mobile, tablet and desktop
- Scenario based learning
- Bookmarking ability
- Note taking facilities
Select additional features
Limited
budget?
Course Price:
GBP3295Optional addons:
GBP0Total:
GBP3295Buxton
Mon 12 May 2025
Wed 14 May 2025
3 days
Buxton
Mon 2 Jun 2025
Wed 4 Jun 2025
3 days
Buxton
Mon 1 Sep 2025
Wed 3 Sep 2025
3 days
Buxton
Mon 29 Dec 2025
Wed 31 Dec 2025
3 days
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Frequently Asked Questions?
This course introduces the principles, practices, and key concepts of benefits management. You’ll learn how to identify, plan, and track benefits effectively to ensure that change initiatives deliver real value aligned with organisational strategy.
This course is ideal for Project Managers, Programme Managers, Pmo Staff, Business Analysts, Change Managers, and anyone involved in business case development or overseeing value delivery in change and investment initiatives.
The Foundation level focuses on understanding key terminology, principles, and lifecycle concepts. It provides the groundwork needed to progress to the Practitioner level, which explores practical application and tailoring in real organisational contexts.
Yes, Managing Benefits™ works effectively with PRINCE2®, MSP®, MoP®, and other frameworks. It enhances decision-making by focusing on aligning benefits realisation with strategic outcomes across change portfolios and delivery programmes.
Absolutely. The Managing Benefits™ framework is suitable for all sectors, including public services, finance, healthcare, IT, and infrastructure—anywhere that organisations seek to maximise the value of their investments in change.
You’ll learn to identify and classify both tangible and intangible benefits, including financial returns, operational improvements, risk reduction, customer satisfaction, and strategic alignment—enabling you to support benefits-led thinking across initiatives.
It is a globally recognised qualification that demonstrates your understanding of benefits management principles and your ability to support informed investment decisions. It’s increasingly sought-after across programme and portfolio roles.
Professionals such as PMO Analysts, Benefits Managers, Portfolio Coordinators, Project Leads, Change Practitioners, and Business Case Writers will find this course valuable in supporting value-based governance and delivery practices.
This certification enhances your employability by validating your understanding of benefits-driven project and programme environments. It can lead to advancement in PMO, strategic planning, or benefits-focused roles with strong earning potential.
Organisations value individuals who can embed benefits management into planning and delivery processes, ensuring that investments are justified, aligned to strategy, and capable of delivering long-term, measurable outcomes.
What Our Learners Have To Say?
The PRINCE2 Training exceeded my expectations. The course was well-paced, covering all essential principles with clarity and depth. The engaging discussions and practical exercises helped reinforce the methodology. I now feel well-equipped to manage projects with greater efficiency and structure.
Oliver Hughes / Operations Manager
Joining the PRINCE2 Certification was a game-changer for my career. The course provided a clear, methodical approach to managing projects efficiently. The real-world examples and interactive discussions helped solidify my understanding. This training has truly enhanced my project management skills.
Daniel Foster / Senior Business Analyst
The PRINCE2 Certification was exceptionally well-structured and insightful. The trainer's expertise and the practical case studies made complex concepts easy to grasp. I now feel confident in applying project management principles effectively in my role. Highly recommended for professionals seeking career growth!
Emma Richardson / Project Manager
PRINCE2 Certification was an excellent investment in my professional development. The structured methodology and practical scenarios gave me a solid foundation in project management. The instructor's insights and real-world applications made learning engaging and valuable. I highly recommend this course!
Sophia Bennett / IT Project Lead
Completing the PRINCE2 Certification was a fantastic experience. The course broke down complex methodologies into easy-to-understand concepts. The trainer's expertise and interactive sessions made learning enjoyable. I am now more confident in applying structured project management techniques in my workplace.
Charlotte Harrison / Programme Coordinator
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