Benefits Activity Matrix

The following table provides a summary of the key activities throughout the Benefits Management Lifecycle.

SPMM Phase Concept Initiating Planning Execution Deploying Closing Assessment

Benefits Phase Identifying & Structuring Planning Monitoring & Optimising Realising & Evaluating
Facilitate the Benefits
Engage with the key Analyse additional planning information
Manager, Planning Mapping Process
stakeholders
Build the Benefits Assure the benefits metrics process
Business Analyst Gather information
Realisation Contract Assess the risks to benefits realisation
Benefits Analyst about the initiative
Prepare the Benefits Prepare the Benefits Statement for the
Risk Analyst Prepare an Initial
Statement for the Business Case
Assessment Report
Investment Proposal
Ensure Project maintains alignment with Deliver the Benefits
sought business outcomes and Benefits Interim Assessment
Program Director Schedule and coordinate planning phase Initiate and inform the business of benefit
activities required of the project in order to Handover Benefits
Project Manager reviews and manage any corrective actions activities and
complete the benefits products for Gate 2
Monitor/ report benefit realisation risks management to the
Report Benefits in Progress Status Business

Transition and change Undertake regular

Lead the initiative and provide clear direction on Provide information sufficient to allow timely Undertake regular benefits reviews and
activities for benefits Benefit review/s
the benefits for achievement development of benefit products, including conduct intermediate measurements
Executive Sponsor/s realisation Monitor and manage
baseline & target benefits measures and Determine and activate mitigation activities
Business Managers Resolve strategic and directional issues Undertake regular benefit risks
metrics, benefit risks for benefit risks
Subject Matter Experts Confirm the organisations strategic direction benefits reviews and Deliver Benefits
Ensure the integrity of the benefits for Provide input on Benefits for Progress
Provide continued commitment to initiative intermediate Realisation Evaluation
realisation, including operational support Reports measurement Report
Assist with the benefits metrics process Assist with the validation of benefits realisation
Finance Assist with Benefit Analyse and prepare the benefits financial Monitor & track progress towards benefits achievements
Cost Benefit Analyst financial analysis quantification and qualifications, including realisation Recommend financial actions post the business
costs for inclusion in the Business Case benefits realisation achievement
Governance Gate 3 & 4 approval of funding exceptions Gate 5 & 6 Review and endorse business
Gate 1 approval of seed funding Gate 2 approval of capital funds
ISC & IC Plan, conduct and monitor actions from ownership and realisation achievements
Assure the quality of the SPMM products Assure the quality of the SPMM products
PMO/PPR/IPD project assurance and audit reviews Assure the quality of the SPMM products