Free Materials

The following series of videos feature me musing on specific benefits management issues – they were filmed by my good friends in New Zealand in November 2016 

 

Video from Managing Benefits Masterclass in Amsterdam October 2016 

 https://www.youtube.com/watch?v=SXwt-6jqCW0

 

Managing Benefits articles (also see templates below)

  1. Why do projects ‘fail’ and more to the point what can we do about it? The case for disciplined, ‘fast and frugal’ decision-making – article published by PMWJ March 2015
  2. Project Manager Dec 2014/Jan 2015 ‘thought leader’ piece on the impact of cognitive biases on benefits management
  3. An article published by Project Management World Journal
  4. Short article from PSE Oct 2014
  5. Benefits and the New Science - one of a series of articles exploring issues raised in the Managing Benefits guide
  6. Show me the money – another in the series of articles exploring issues raised in the Managing Benefits guide
  7. Winning Hearts and Minds – yet another in the series of articles exploring issues raised in the Managing Benefits guide
  8. Theoretical basis for benefits management – the latest in the Managing Benefits series of articles.

 

Other published articles

  1. Recent article for the PMI on portfolio management
  2. Doing the right projects and doing them right? An article about the 4 key factors in making portfolio management effective. Written with the assistance of Gareth Byatt and published by the AIPM in Project Manager Dec 11/Jan 2012 – see pages 14 on.
  3. Lessons learned? Article published by Project magazine, October 2011
  4. A Portfolio Management Special that I guest edited for Project Magazine and which includes my own article on the key factors to consider in making Portfolio Management effective.
  5. A fool’s errand? – an article from Internal Auditing outlining how auditors (and others) can play a key role in improving project success.
  6. Making Government ICT pay – an article from CIPFA’s Pinpoint magazine including a review of my ‘a fool’s errand?’ book.
  7. An article from CIMA’s Financial Management magazine outlining the CJS IT approach to Portfolio and Benefits Management (also see the CJS IT guidebook below).

 

Diagnostic Assessments

Why not complete one or both of the following quick and simple assessments?

  1. Active Benefits Realisation Management Assessment
  2. High Level Project Portfolio Management Assessment

When you’ve completed them contact me for benchmark data from peer organisations.

 

Guides

  1. Overview of Management of Portfolios
  2. Benefits Mapping guidance – template with explanatory guidance.
  3. Investment Logic Mapping Guide – a short guide to this powerful technique for ensuring benefits are the rationale for an investment rather than a way of justifying a ‘pet project’.
  4. A ‘Fool’s guide to Benefits Management’ – and why you need to heed the bard’s advice and be “wise enough to play the fool”.
  5. A guide to measuring the impact of Project Portfolio Management prepared with assistance from thought leaders world-wide including John Thorp, Michael Menke, Michael Stratton, Bill Egginton and Craig Kilford.

 

Templates

  1. Benefits Manager role profile.
  2. Portfolio Management Framework - the PMF developed for the CJS IT portfolio.
  3. Project Achievability Assessment - the template used for SRO’s assessment of achievability on the CJS IT portfolio.
  4. Benefits Eligibility Frameworks – from CJS IT and Standard Chartered Bank (kind thanks to Tim Carroll)
  5. Portfolio Manager/Analyst role profile - the role profiles based on the SFIA framework used in CJS IT.
  6. Portfolio Benefits Dashboard - as designed for use by CJS IT.
  7. Project Benefits Report - as designed for use by CJS IT. Note – too see the template best please download a copy.
  8. Recipient Benefits Report - as designed for use by CJS IT. Note – too see the template best please download a copy.
  9. Benefits Profile/Register – summary, 1 page overview which can also be used to develop the Benefits Realisation Plan