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Addressing the Common Challenges of Benefits Realisation Management Infrastructure & Projects Authority

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Page 1: Addressing the common challenges of benefits realisation management, workshop 1, Laura Brock, London, 23 June 2016

Addressing the Common Challenges of Benefits Realisation Management

Infrastructure & Projects Authority

Page 2: Addressing the common challenges of benefits realisation management, workshop 1, Laura Brock, London, 23 June 2016

2 IPA: Addressing the Common Challenges of BRM

Your presenter

Benefits and Savings Lead,

Infrastructure and Projects Authority

Benefits Lead, Transport for London

Benefits Lead, Metropolitan Police

Service

Business Change Manager,

Metropolitan Police Service

2016

2014

2011

2009

Page 3: Addressing the common challenges of benefits realisation management, workshop 1, Laura Brock, London, 23 June 2016

3

Workshop Format

IPA: Addressing the Common Challenges of BRM

2 minutes

6 minutes

Page 4: Addressing the common challenges of benefits realisation management, workshop 1, Laura Brock, London, 23 June 2016

4

The 5 Themes

IPA: Addressing the Common Challenges of BRM

1.

Introducing

BRM into my

organisation

2.

Confusion

over

terminology

3. Projects

focusing on

time, cost

and quality

4. BRM

Capability

and Maturity

5. Seeing

BRM solely

as appraisal

rather than

management

and

evaluation

Page 5: Addressing the common challenges of benefits realisation management, workshop 1, Laura Brock, London, 23 June 2016

5

The 5 Themes – number 1…

IPA: Addressing the Common Challenges of BRM

1.

Introducing

BRM into my

organisation

2.

Confusion

over

terminology

3. Projects

focusing on

time, cost

and quality

4. BRM

Capability

and Maturity

5. Seeing

BRM solely

as appraisal

rather than

management

and

evaluation

Page 6: Addressing the common challenges of benefits realisation management, workshop 1, Laura Brock, London, 23 June 2016

6

What have you found to be the biggest challenges with

introducing BRM into your organisation?

(select all that are applicable):

1. Lack of buy-in and support

2. Perception of BRM as bureaucratic and time consuming

3. Difficulty in demonstrating the benefits of BRM

4. BRM is not clearly linked to any other PPM activities

5. Other

IPA: Addressing the Common Challenges of BRM

1. Introducing BRM into my organisation

Page 7: Addressing the common challenges of benefits realisation management, workshop 1, Laura Brock, London, 23 June 2016

7

Results:

IPA: Addressing the Common Challenges of BRM

1. Introducing BRM into my organisation

Page 8: Addressing the common challenges of benefits realisation management, workshop 1, Laura Brock, London, 23 June 2016

8

What are IPA doing?

IPA: Addressing the Common Challenges of BRM

Assurance of Benefits Realisation in Major Projects

document

Framework

Case Studies

Keep it simple

See how BRM can improve what you do badly

Align to existing processes

Tools

Tips

Page 9: Addressing the common challenges of benefits realisation management, workshop 1, Laura Brock, London, 23 June 2016

9

The 5 Themes – number 2…

IPA: Addressing the Common Challenges of BRM

1.

Introducing

BRM into my

organisation

2.

Confusion

over

terminology

3. Projects

focusing on

time, cost

and quality

4. BRM

Capability

and Maturity

5. Seeing

BRM solely

as appraisal

rather than

management

and

evaluation

Page 10: Addressing the common challenges of benefits realisation management, workshop 1, Laura Brock, London, 23 June 2016

10

What have you found to be the biggest challenges with

confusing terminology in your organisation?

(select all that are applicable):

1. Understanding what a benefit actually is

2. Understanding the different types of benefit

3. Understanding the difference between outputs and outcomes

4. Understanding the difference between appraisal and benefits

management

5. Other

IPA: Addressing the Common Challenges of BRM

2. Confusion over terminology

Page 11: Addressing the common challenges of benefits realisation management, workshop 1, Laura Brock, London, 23 June 2016

11

Results:

IPA: Addressing the Common Challenges of BRM

2. Confusion over terminology

Page 12: Addressing the common challenges of benefits realisation management, workshop 1, Laura Brock, London, 23 June 2016

12

What are IPA doing?

IPA: Addressing the Common Challenges of BRM

Benefits Categories

Framework

Glossary of Terms

Keep it simple

Benefits Mapping

Document the lifecycle

Tools Tips

Page 13: Addressing the common challenges of benefits realisation management, workshop 1, Laura Brock, London, 23 June 2016

13

The 5 Themes – number 3…

IPA: Addressing the Common Challenges of BRM

1.

Introducing

BRM into my

organisation

2.

Confusion

over

terminology

3. Projects

focusing on

time, cost

and quality

4. BRM

Capability

and Maturity

5. Seeing

BRM solely

as appraisal

rather than

management

and

evaluation

Page 14: Addressing the common challenges of benefits realisation management, workshop 1, Laura Brock, London, 23 June 2016

14

What have you found to be the biggest challenges in moving

the conversation away from time, cost and quality?

(select all that are applicable):

1. People like shiny things

2. We have solutions so often look for problems

3. Benefits is only thought about to get the funding

4. Outputs are easier to measure than benefits

5. Other

IPA: Addressing the Common Challenges of BRM

3. Projects focusing on time, cost and

quality

Page 15: Addressing the common challenges of benefits realisation management, workshop 1, Laura Brock, London, 23 June 2016

15

Results:

IPA: Addressing the Common Challenges of BRM

3. Projects focusing on time, cost and

quality

Page 16: Addressing the common challenges of benefits realisation management, workshop 1, Laura Brock, London, 23 June 2016

16

What are IPA doing?

IPA: Addressing the Common Challenges of BRM

Project Initiation

Guidance

Templates

Start with the end in mind

Adopt Portfolio Benefits Management

Accept the environment you operate within

Tools Tips

Policy development Implementation planning Implementation delivery

Public commitment

Policy

experts

Delivery

experts

Policy development

Implementation

Implementation delivery

Public

commitment

Policy

experts

Delivery

experts

Policy

Future model

Announcement of

policy intent

Current model

Page 17: Addressing the common challenges of benefits realisation management, workshop 1, Laura Brock, London, 23 June 2016

17

The 5 Themes – number 4…

IPA: Addressing the Common Challenges of BRM

1.

Introducing

BRM into my

organisation

2.

Confusion

over

terminology

3. Projects

focusing on

time, cost

and quality

4. BRM

Capability

and Maturity

5. Seeing

BRM solely

as appraisal

rather than

management

and

evaluation

Page 18: Addressing the common challenges of benefits realisation management, workshop 1, Laura Brock, London, 23 June 2016

18

What have you found to be the biggest challenges to maturing

and building capability in BRM?

(select all that are applicable):

1. Lack of professionalism and dedicated BRM roles (compared

to other PPM disciplines)

2. Challenges in measuring organisational maturity

3. The difference between having tools and processes and

actually changing behaviour

4. Difficult to achieve consistent application across a big

organisation

5. Other

IPA: Addressing the Common Challenges of BRM

4. BRM Capability and Maturity

Page 19: Addressing the common challenges of benefits realisation management, workshop 1, Laura Brock, London, 23 June 2016

19

Results:

IPA: Addressing the Common Challenges of BRM

4. BRM Capability and Maturity

Page 20: Addressing the common challenges of benefits realisation management, workshop 1, Laura Brock, London, 23 June 2016

20

What are IPA doing?

IPA: Addressing the Common Challenges of BRM

Case Study workshop

Workshops & Presentations

Establishing a community of practice

Keep it simple

Use maturity models to identify weaknesses and give the work

a mandate

Focus on the most important benefits

Tools

Tips

Page 21: Addressing the common challenges of benefits realisation management, workshop 1, Laura Brock, London, 23 June 2016

21

The 5 Themes – number 5…

IPA: Addressing the Common Challenges of BRM

1.

Introducing

BRM into my

organisation

2.

Confusion

over

terminology

3. Projects

focusing on

time, cost

and quality

4. BRM

Capability

and Maturity

5. Seeing

BRM solely

as appraisal

rather than

management

and

evaluation

Page 22: Addressing the common challenges of benefits realisation management, workshop 1, Laura Brock, London, 23 June 2016

22

What have you found to be the biggest challenges with people

focusing on appraisal rather than BRM as a whole process that

includes realisation and review?

(select all that are applicable):

1. When the project closes everyone moves onto the next job

2. There is no process in place for BRM

3. Lack of understanding about BRM roles and responsibilities

4. Some benefits wont be realised for years

5. Other

IPA: Addressing the Common Challenges of BRM

5. Seeing BRM solely as appraisal rather than

management and evaluation

Page 23: Addressing the common challenges of benefits realisation management, workshop 1, Laura Brock, London, 23 June 2016

23

Results:

IPA: Addressing the Common Challenges of BRM

5. Seeing BRM solely as appraisal rather than

management and evaluation

Page 24: Addressing the common challenges of benefits realisation management, workshop 1, Laura Brock, London, 23 June 2016

24

What are IPA doing?

IPA: Addressing the Common Challenges of BRM

RACI

Post Implementation Reviews

Build a repository of case studies/best practice

Evaluation

Engage with the business throughout

Build into BAU as much as practicable

Set aside budget for benefits realisation

Implement one step at a time (one off v iterative)

Tools Tips

Page 26: Addressing the common challenges of benefits realisation management, workshop 1, Laura Brock, London, 23 June 2016

This presentation was delivered

at an APM event

To find out more about

upcoming events please visit our

website www.apm.org.uk/events