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Managing Benefits™ Foundation and Practitioner Course Overview
The Managing Benefits™ Foundation and Practitioner Course is designed to provide a comprehensive understanding of how to identify, plan, and realise benefits effectively within a project, programme, or portfolio context. It equips professionals with the knowledge and tools to align benefits management practices with strategic objectives, ensuring that investments consistently deliver measurable value.
This course introduces a structured approach to benefits management, based on best practice guidance. Learners will explore the five key practices of Managing Benefits—identification, planning, realisation, review, and strategy alignment—and understand how to apply them across varying organisational initiatives. The Practitioner level builds upon this foundation, enabling delegates to adapt and embed benefits management into governance and decision-making processes.
With a strong focus on improving performance, supporting change, and delivering sustainable outcomes, this certification empowers professionals to play a critical role in driving value realisation and benefits optimisation at every level of the organisation.
Learning Outcomes
After completing the Managing Benefits™ Foundation and Practitioner Course, learners will be able to:
Understand and apply the principles, practices, and cycles of benefits management
Develop effective benefits maps and profiles to support planning and delivery
Integrate benefits management with portfolio, programme, and project governance
Identify, quantify, and track benefits throughout the investment lifecycle
Use best practice techniques to optimise value and improve organisational outcomes
Promote a benefits-focused culture to support informed investment decisions
Prerequisites of the Managing Benefits™ Foundation and Practitioner Course
There are no formal prerequisites for this Managing Benefits™ Foundation and Practitioner Training Course. However, to continue to the Practitioner section of the course, candidates must successfully pass the Managing Benefits™ Foundation Examination.
Who should attend this Managing Benefits™ Foundation and Practitioner Course?
This Managing Benefits™ Foundation and Practitioner Training Course is designed to provide a detailed understanding of principles, practices, and techniques involved in Benefits Management. This training course is suitable for a wide range of professionals, including:
• Change Managers
• Project Managers
• Programme Managers
• Portfolio Managers
• Senior Executives
• Team Leaders
• Finance Professionals
Managing Benefits™ Foundation and Practitioner 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 of 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
Implement and Sustain
Broad Approaches to Implementation
Advantages of Planned Approaches to Implementation
Steps in Implementation
Module 9: Scenario Questions
Principles
Identify and Quantify
Value and Appraise
Plan
Realise
Review
Portfolio-Based Application
Implement and Sustain
Module 10: Exercise
Principle
Benefits Mapping
Techniques to Address the Bias or Issue
Benefits Categorisation
Investment Appraisal and Portfolio Prioritisation
Realise Practice
Taking Action on Variances
Developing a Value Culture
Portfolio-Level Documents and Roles
Module 11: Group Discussion
Causes of Success and Failure
Benefits Mapping
Linking Benefits to Strategy
Behavioural Implications of Setting Targets
Value Culture
Investment and Options Appraisal
Benefits Reporting
What’s Included
No data available
Managing Benefits™ Foundation and Practitioner Course Schedule
No schedules available.
What do i get for £4395
- 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:
GBP4395Optional addons:
GBP0Total:
GBP4395Swansea
Mon 1 Sep 2025
Fri 5 Sep 2025
5 days
Swansea
Mon 29 Dec 2025
Fri 2 Jan 2026
5 days
Wrexham
Mon 12 May 2025
Fri 16 May 2025
5 days
Wrexham
Mon 2 Jun 2025
Fri 6 Jun 2025
5 days
Individual Training
Unlock personal growth, sharpen professional skills, and boost confidence with tailored training designed for you.
Corporate Training
Elevate employee skills, enhance productivity, and align teams with business goals through expert-led corporate training.
Empower Your Global Teams with Corporate Training
Elevate your team’s project management skills with corporate training, delivered worldwide by our certified experts. We provide flexible, industry-focused sessions to ensure your workforce excels, no matter where they are.
- Expert-Led & Industry-Tailored Training
- Scalable Sessions for Global Teams
- Multimodal Training Options
- Fully Customisable Schedules
Why Learn with us
Advance Your Career with Expert-Led Training
Elevate your skills and gain globally recognised qualifications to stand out at any career stage.
Earn a Certification That Drives Innovation
Achieve a credential that fosters a culture of learning, empowering you to innovate and grow.
Learn Flexibly with Tailored Expert Support
Enjoy personalised training from our instructors, designed to fit your schedule and goals.
Frequently Asked Questions?
This course provides a full understanding of benefits management principles, practices, and lifecycle stages. You’ll learn how to identify, plan, track, and realise benefits across portfolios, programmes, and projects while aligning value delivery with strategic organisational objectives.
This course is ideal for Benefits Managers, Project and Programme Managers, Portfolio Professionals, Pmo Staff, Change Leaders, and anyone involved in planning, delivering, or governing organisational investments and initiatives.
The Foundation level covers benefits management concepts, terminology, and principles. The Practitioner level focuses on applying and tailoring the framework in real-world settings to support strategic alignment and optimise value realisation across initiatives.
Yes, Managing Benefits™ integrates seamlessly with other frameworks including MSP®, PRINCE2®, and MoP®. It enhances governance structures by ensuring that all initiatives remain focused on delivering measurable business value.
Absolutely. The framework applies across industries such as public sector, finance, IT, healthcare, education, infrastructure, and consulting—anywhere that organisations invest resources in change or service improvement.
The course explores tangible and intangible benefits, including financial gains, efficiency improvements, customer satisfaction, compliance, risk reduction, and cultural change—equipping learners to manage a wide spectrum of value types.
Managing Benefits™ is widely recognised by employers seeking professionals who can ensure strategic alignment, optimise investment returns, and embed benefits realisation within governance and delivery structures.
Professionals such as Benefits Managers, Pmo Leads, Business Analysts, Project and Programme Managers, Portfolio Directors, and Strategic Planners will gain significant value from this certification.
Certified professionals are well-positioned for roles focused on investment planning and business value delivery. This expertise is increasingly sought after and can support progression into senior, strategic, or portfolio-level roles.
They bring a structured approach to identifying, planning, and realising value from change initiatives. Certified professionals support evidence-based investment decisions and help embed benefits culture across the organisation.
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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Related Courses
Managing Benefits™ Foundation Course
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Managing Benefits™ Practitioner Course
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